AI Assistant Software
  • Learning the Software - Beginner
    • 1. Prompting
    • 2. Knowledgebase (Chat)
    • 3. SMS AI (Active Tags)
    • 4. Voice AI (Phone Numbers)
    • 5. Pre Built Tools
    • 6. Extractions
    • 7. Add Tag and Remove Tag
    • 8. Transfer Call
    • 9. Calendars
  • Custom Tools
    • Custom Tools Overview
    • Creating a Custom Tool to Save User's Address
    • Custom Tool: Search the Web With Your AI Assistant
    • Custom Tool: Update Contact Information in GoHighLevel
    • Custom Tool: Submit a Support Ticket on Behalf of User
    • Custom Tool: Calculate Distance
    • Custom Tool: Call the User from SMS Conversation with Context
    • Custom Tool: Send Conversation Summary to Your Clients
    • Custom Tool: Screenshot a Website
    • Custom Tool: Scrape Website and Understand the Return
    • Managing Tools in Assistant Builder
    • AI Reads Google Sheets Data
    • Setting Up Multi-Calendar Booking with Custom Tools
  • Voice AI
    • How to Make an Outbound Call
    • Call Forwarding to Your AI Assistant
    • Creating an AI Voice Assistant
    • Setting Up Pre-Call and Post-Call Webhooks in GoHighLevel
    • Call Tagging
    • Importing Numbers
    • Forwarding Unanswered Calls to an AI Assistant Using GoHighLevel
    • How to Update a Contact's Name after an Initial Phone Call
    • Setting Call Duration Limit
    • Voice Cloning Features
    • *How to Update Your CRM with AI Voice Transcripts*
    • Handling Voicemail
  • Chat AI
    • AI Chat Widget (BETA)
    • AI Replying Tag
    • AI Chat Overview
    • Global Kill Switch for AI Chat (ai_off)
  • Troubleshooting & Help
    • Common issues and solutions
    • Calendar Booking Debugging Guide
    • Optimizing AI Response Time and Queuing in Chat Assistants
    • OAuth Configuration
    • Building and Optimizing a Knowledge Base for AI Assistants
  • AI Prompting
    • Things to Add to Your Prompts to Improve Performance
    • Self-Selling Orb Demo
    • Status
    • Importing Vonage Numbers
  1. Overview
  2. Chat AI

Chat AI

  • AI Chat Widget (BETA)

    The long-awaited chat widget native to the platform. We wanted to go simple with a lot of functionality and a clean interface. The widget is able to book, call tools, and converse using all of your assistant’s configuration (find & replace, tool ...

  • AI Replying Tag

    AI replying tag: Whenever an AI is replying to a contact, that information can be seen in the AI portal as the AI is replying. But if you would like to trigger a workflow or have additional functionality around analysis and information pulling - the tag ...

  • AI Chat Overview

    Our chat AI can reply to contacts without needing workflows, API calls, or webhooks. How does that work? It’s all thanks to something called Active Tags. These are specific tags you assign to an assistant ahead of time. When a message comes ...

  • Global Kill Switch for AI Chat (ai_off)

    Background & Purpose This SOP outlines how to implement and use a global “AI Kill Switch” in Software’s chat and phone systems. This allows users to easily turn off AI responses and reroute chats or calls to a human agent by applyin ...

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