AI Assistant Software
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Agency Settings
Setting Up Your Agency Snapshot
Agency Dashboard
Update Branding
Add Members to your Subaccount
Setting up Rebilling
Set up your wallet
Manage Subaccount Limits
Edit Subaccount Navigation Permissions
Restrict a Subaccount
Why Can't My Client Set Up Their Wallet?
Getting Connected
Connecting to GHL video
Custom Menu Link
$97 GHL Users - Direct Connection to the Subaccount
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 Replying Tag
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
Overview
Getting Connected
$97 GHL Users - Direct Connection to the Subaccount
$97 GHL Users - Direct Connection to the Subaccount
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