HighLevel

A2P Approval for HighLevel: A Practical Guide

by
highlevel support julian mills

As a HighLevel consultant, I’ve supported numerous businesses in harnessing the platform’s robust features. One essential step for maximizing its potential is obtaining A2P 10 DLC approval—a requirement for U.S.-based businesses utilizing text messaging campaigns. Here’s a simplified breakdown to help you achieve compliance and elevate your communication strategy.

The Importance of A2P Approval

In today’s fast-paced business environment, text messaging plays a pivotal role in customer engagement, particularly for automated workflows and follow-ups. SMS offers unmatched immediacy and effectiveness compared to email. However, regulatory changes in the U.S., effective August 2023, mandate A2P approval for businesses using platforms like GoHighLevel. These regulations ensure adherence to industry standards, safeguarding businesses from penalties and enhancing message delivery rates.

Addressing Challenges in A2P Approval

Transitioning to A2P 10 DLC approval initially posed hurdles for the GoHighLevel community. Previously, businesses could send SMS without formal approval, but regulatory tightening has made proper registration crucial. A systematic approach—starting with a registered business and a compliant website—is now necessary to secure approval.

Step 1: Register Your Business

The first step in the process involves registering your business. For U.S.-based operations, obtaining an Employer Identification Number (EIN) simplifies approval. This documentation establishes your business’s legitimacy and accelerates the approval process.

Step 2: Create a Compliant Website

A properly structured website is a key requirement. Ensure the following elements are present:

  • Privacy Policy and Terms of Service: These documents should clearly communicate how user data is handled and outline your communication practices.
  • Opt-In Consent Form: Incorporate a checkbox for users to explicitly agree to receive text messages.
  • Contact Details: Display your business address and contact information to build transparency and trust.

Step 3: Complete the A2P Application

Accuracy is paramount when submitting your A2P application. Double-check all business details to avoid delays or costly re-submissions. Familiarize yourself with campaign types and ensure your application aligns with the required standards.

Step 4: Obtain a Dedicated Messaging Number

After approval, secure a phone number exclusively for your campaigns. This can be done directly through your HighLevel account. Choose area codes that resonate with your target audience, and conduct thorough testing to ensure everything functions seamlessly.

Step 5: Ensure Ongoing Compliance

Compliance doesn’t stop after approval. Always include opt-out instructions in your messages, such as “Reply STOP to unsubscribe,” to maintain compliance and safeguard your messaging capabilities.

Conclusion

Securing A2P approval is a straightforward yet critical step for U.S. businesses that rely on text messaging. While compliance requirements may vary by country, the right preparation and approach will ensure your GoHighLevel campaigns run smoothly.

Need personalized support? Book a Discovery Call here to discuss your requirements.

How can HighLevel help Recession-Proof Your Business?

by
julian Mills highlevel

recession proof highlevelLet’s be honest — recessions aren’t easy. Budgets get tighter, sales cycles stretch out, and suddenly every expense is under the microscope. But here’s the thing: businesses that survive (and even grow) during a downturn have one thing in common — they double down on smart systems.

This is where HighLevel becomes a game-changer.

1. Follow-Up: The Sales Lifeline in Any Economy

Whether times are booming or budgets are frozen, one thing never changes: sales come from follow-up.

If you’re not staying in front of leads, checking in with prospects, and reactivating past customers — you’re leaving money on the table. And in a recession, that’s money you can’t afford to miss.

This is exactly what HighLevel enables.

HighLevel gives you the power to build automated follow-up workflows that feel personal, timely, and relevant — without you having to lift a finger. From lead nurturing and appointment reminders to post-sale check-ins and reactivation campaigns, it keeps your pipeline warm and your brand top of mind.

It’s consistent, it’s scalable, and it works — in good times and bad.

2. Streamline Everything — Without Adding Headcount

When the pressure’s on, efficiency isn’t a nice-to-have — it’s survival. HighLevel lets you automate repetitive tasks across marketing, sales, and customer service so your team can do more with less. From automated lead follow-up to onboarding sequences and appointment scheduling, you’ll save hours every week without needing to hire.

Real example: Instead of chasing leads manually, HighLevel automatically nurtures them through text, email, and voicemail drops. You stay top of mind while focusing on closing deals.

3. Get More from Your Marketing Spend

Recession or not, your marketing still needs to deliver. HighLevel helps you squeeze more ROI from your efforts by giving you:

  • Real-time analytics on what’s converting

  • Unified messaging across email, SMS, and social

  • Smart segmentation so your campaigns hit the right people

You’ll stop wasting money on guesswork and start seeing which messages drive results — fast.

4. Leverage Built-In AI to Move Faster and Smarter

One of the biggest shifts happening inside HighLevel is its fast-growing suite of AI tools. From auto-generated social media posts and email content to AI-powered chat widgets that can answer questions 24/7, HighLevel’s AI helps you move faster — without sacrificing quality.

You can even auto-generate full websites and sales funnels with a single prompt. And now, with Voice AI, the platform can answer incoming phone calls, respond naturally to questions, and even book appointments — just like a human assistant would.

This kind of speed and automation gives you a clear edge over competitors who are still relying on slow, manual processes — especially when buyer behaviour becomes more cautious and competitive pressure increases.

5. Keep Customers Coming Back

Acquiring new customers during a recession can be tough, but keeping your existing ones? That’s gold. HighLevel helps you stay connected with your customer base through automated review requests, loyalty campaigns, and reactivation workflows.

You can even set up automated “win-back” sequences to re-engage old leads or inactive clients.

Your competitors who don’t adapt will struggle to maintain these relationships — while you continue to show up, stay relevant, and build loyalty.

6. Sell Smarter with Pipelines and Automations

Every lead matters more during a downturn. HighLevel’s pipeline management system gives you full visibility over your sales process. You’ll know where every opportunity is, what needs attention, and what’s working.

Combine that with automated stage-based actions (like sending proposals or reminders when someone moves to a certain stage), and you’ll close more deals with less friction.

While other businesses scramble to keep up with their leads, HighLevel helps you turn speed and organisation into a competitive weapon.

7. Cut Costs Without Cutting Corners

Most businesses are overpaying for a Frankenstack of disconnected tools — CRMs, booking systems, email marketing platforms, landing page builders, survey tools… the list goes on.

HighLevel replaces all of these under one roof. One login. One invoice. A predictable monthly cost that can save hundreds — or more.

John Mayfield did exactly that. By moving his entire agency tech stack over to HighLevel, he saved $900 per month without losing any functionality. Read John’s story here.

Final Thought: The Right Tools Make the Difference

Recessions test businesses — but they also reward the ones who adapt quickly. HighLevel isn’t just another piece of software. It’s a central nervous system for your marketing, sales, and customer experience.

And with AI now baked into the platform, it’s evolving faster than ever to help you stay ahead — especially of your competitors who don’t.

Book a discovery call with Julian

Learn more about HighLevel at MarketerM8

How to Switch Your HighLevel Host Agency

by
highlevel consultant julian mills

How to Switch Your HighLevel Host AgencySwitching your HighLevel host agency may seem like a challenging task, but if your current provider is falling short, it’s worth exploring better alternatives. Whether it’s due to excessive costs, a lack of clarity, subpar support, or the imminent closure of your host agency, finding a new partner can significantly enhance your experience. Here’s a detailed roadmap to guide you through the process.

Why Might You Want to Switch Your HighLevel Host Agency?

1. High Costs and Lack of Transparency

Many HighLevel users discover after the fact that their host agency provided a white-label version of the software without fully disclosing this. This lack of openness often leads to feelings of frustration and mistrust.

Moreover, if your subscription costs seem unjustifiably high, it’s worth considering more competitive options.

2. Host Agency Shutting Down

When a host agency decides to close its operations, transitioning to a new provider becomes essential to ensure business continuity.

3. Insufficient Support

Poor technical assistance and an absence of strategic marketing guidance can severely hamper your business growth. If your host agency isn’t delivering the support you need, it’s time to look elsewhere.

Steps to Switch Your HighLevel Host Agency

Switching agencies can be broken down into two key stages: finding the right partner and transferring your account. Let’s dive into each step.

Step 1: Identify the Right HighLevel Host Agency

Start by researching agencies that align with your expectations. Consider the following:

  • Transparent and fair pricing structures
  • Robust technical and marketing support
  • Flexible subscription plans that suit your budget
  • A proven track record of exceptional customer service

MarketerM8, for instance, excels at helping businesses unlock the full potential of HighLevel through bespoke support and strategic insights.

Step 2: Transfer Your HighLevel Account

Once you’ve chosen your new host agency, you can transfer your account in one of two ways:

Option 1: Request a Transfer from Your Current Host Agency

The simplest and quickest approach is to request your current agency to initiate a transfer to your new provider. This process usually takes just a few minutes but depends on their willingness to cooperate.

Bear in mind that contractual obligations or agency policies may present hurdles, so review your agreement carefully.

Option 2: Perform a Manual Migration

If a direct transfer isn’t an option, you’ll need to manually rebuild your account setup with the new agency. While this might sound overwhelming at first, it offers an opportunity to:

  • Streamline your workflows
  • Remove outdated configurations
  • Develop a fresh, optimised system

Over the past two years I have guided clients through migrations—whether they’re switching from another HighLevel host or migrating from platforms like ActiveCampaign, Keap, or MailChimp. What initially feels like a challenge often becomes an opportunity to enhance operations and efficiency.

Turning a Challenge Into an Opportunity

Switching agencies isn’t merely about solving existing issues. It’s a chance to reassess what works, refine your approach, and lay a solid foundation for future growth. With the right partner, the transition can unlock new possibilities for your business.

Take the Next Step Today

If you’re ready to move your HighLevel account, schedule a Discovery Call and I will ensure your transition is seamless and help you build a platform tailored to your needs. Book your call here.

 

Need Help Setting Up HighLevel Workflows: Automate Your Business Like a Pro

by
julian Mills highlevel

highlevel help workflowsIf you’re looking for help setting up HighLevel workflows, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to create effective workflows in HighLevel. They wanted to automate their lead management, appointment scheduling, and follow-up processes but weren’t sure how to set everything up correctly. That’s where I stepped in.

Building HighLevel Workflows from Scratch

My client’s biggest challenge was understanding how to create and optimise workflows to save time and improve efficiency. They didn’t know how to map out their processes, trigger specific actions, or use conditions to ensure the right actions happened at the right time. I guided them through the setup process, showing them how to create workflows that streamlined their entire customer journey.

Automating Lead Management and Follow-Ups

One of HighLevel’s most powerful features is the ability to automate workflows. My client wanted to ensure that leads were followed up with promptly and didn’t fall through the cracks. I helped them create workflows that triggered automatic emails, SMS messages, and tasks based on lead status and behaviour. With automation in place, they could focus on building relationships rather than micromanaging every interaction.

Monitoring and Optimising Workflows

Creating workflows is only half the battle. I showed my client how to monitor workflow performance using HighLevel’s reporting tools and make adjustments to improve efficiency. By tracking metrics like response rates and conversion rates, they were able to continually improve their automated processes.

Need Help Setting Up Your HighLevel Workflows?

If you’re struggling to set up HighLevel workflows—whether it’s building workflows from scratch, automating lead management, or monitoring performance—I can help. A well-structured workflow system can transform your business efficiency.

Book a discovery call with me today, and let’s get your HighLevel workflows working for you!

For official HighLevel help, visit their support page: HighLevel Help Center.

Need Help Setting Up the HighLevel Social Media Planner: Streamline Social Media

by
julian Mills highlevel

highlevel help social media plannerIf you’re looking for help setting up the HighLevel social media planner, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agecny) who was struggling to use HighLevel’s social media planner effectively. They wanted to simplify their social media scheduling and posting, but weren’t sure how to set everything up for consistent, automated marketing. That’s where I stepped in.

Setting Up the HighLevel Social Media Planner from Scratch

My client’s biggest challenge was figuring out how to connect their social media accounts and schedule content consistently. They were overwhelmed by the interface and didn’t understand how to create content calendars, plan posts in advance, or use templates effectively. I guided them through the entire setup—showing them how to link their social accounts, create and schedule posts, and use the content library to stay organised.

Automating Social Media Posts for Better Efficiency

HighLevel’s social media planner offers powerful automation tools, but my client didn’t know how to leverage them. I helped them build workflows that automated post scheduling, allowing them to focus more on content creation and less on manual posting. With HighLevel’s automation tools, they were able to plan posts weeks in advance and stay consistent across multiple platforms.

Tracking Performance and Improving Content

Understanding how your content is performing is essential. I showed my client how to use HighLevel’s analytics tools to monitor engagement, identify high-performing content, and adjust their strategy accordingly. With clear metrics in place, they could finally make data-driven decisions about their social media marketing.

Need Help Setting Up Your HighLevel Social Media Planner?

If you’re struggling to set up your HighLevel social media planner—whether it’s connecting accounts, scheduling content, or tracking performance—I can help. A well-optimised social media planner can save you time and ensure your marketing is consistent and effective.

Book a discovery call with me today, and let’s get your HighLevel social media planner working for you!

For official HighLevel help, visit their support page: HighLevel Help Center.

Need Help Setting Up Document Signing in HighLevel: Making Agreements Easy

by
julian Mills highlevel

highlevel help document signingIf you’re looking for help setting up document signing in HighLevel, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to set up HighLevel’s document signing feature. They had been using DocuSign but wanted a more streamlined, all-in-one solution for managing contracts and agreements within HighLevel. That’s where I stepped in.

Setting Up HighLevel Document Signing from Scratch

My client’s biggest challenge was understanding how to create and send documents for e-signature through HighLevel. They weren’t sure how to upload contracts, format signature fields, or automate the process of sending documents to clients. I guided them through the entire setup—showing them how to create documents, add signature fields, and send them out for signing directly from HighLevel.

Automating Document Signing and Follow-Ups

One of HighLevel’s biggest strengths is its automation capabilities. My client wanted to ensure their document signing process was as smooth as possible, with automatic follow-ups and notifications to ensure agreements were signed on time. I helped them build workflows that automatically triggered reminders and follow-ups for unsigned documents, saving them valuable time and reducing delays.

Integrating Document Signing with Their Sales Process

To make the most of HighLevel’s document signing feature, I showed my client how to connect it to their sales pipeline. This allowed them to easily track which agreements were pending, signed, or rejected—giving them a clear overview of their document management process.

Need Help Setting Up Document Signing in HighLevel?

If you’re struggling to set up document signing in HighLevel—whether it’s formatting documents, automating follow-ups, or integrating it with your sales process—I can help. A well-implemented document signing setup can save you time and improve client satisfaction.

Book a discovery call with me today, and let’s get your HighLevel document signing feature working for you!

For official HighLevel help, visit their support page: HighLevel Help Center.

𝗪𝗵𝘆 “𝗡𝗼” 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀 𝗢𝗳𝘁𝗲𝗻 𝗠𝗲𝗮𝗻𝘀 “𝗡𝗼𝘁 𝗬𝗲𝘁” – 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗣𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝗲

by

Sales is a game of timing, trust, and value. Every salesperson has experienced the sting of hearing “no” from a potential customer. It’s easy to feel disheartened, but what if “no” doesn’t mean “never”? In many cases, it simply means, “Not yet.”

𝗧𝗶𝗺𝗶𝗻𝗴 𝗜𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴

Business needs evolve constantly. Budgets shift, priorities change, and decision-makers reassess their goals. A prospect saying “no” today may be grappling with issues like budget constraints, competing priorities, or uncertainty about how your solution fits into their strategy. In my experience, patience and persistence have been key. Recently, two clients who initially declined discussions about HighLevel software over a year ago have now returned, ready to move forward. What changed? Their businesses evolved, and they recognised that the tools I offered could drive the growth they needed. And since I first mentioned HighLevel they have heard other people now talking about how good the software is.

𝗪𝗵𝘆 𝗣𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝗲 𝗣𝗮𝘆𝘀 𝗢𝗳𝗳

Persistence in sales isn’t about badgering or being pushy—it’s about staying relevant and present. Here’s how you can do it effectively:

  • 𝗦𝘁𝗮𝘆 𝗶𝗻 𝗧𝗼𝘂𝗰𝗵: Maintain regular, value-driven contact through newsletters, social media updates, or personal check-ins.
  • 𝗢𝗳𝗳𝗲𝗿 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗩𝗮𝗹𝘂𝗲: Share relevant industry insights, case studies, and success stories. This keeps your solution top-of-mind when circumstances change.
  • 𝗧𝗿𝗮𝗰𝗸 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝗶𝗻 𝗧𝗵𝗲𝗶𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀: Keep an eye on news or updates about their business. Changes like expansion, new hires, or product launches can signal readiness for your offer.
  • 𝗥𝗲𝘃𝗶𝘀𝗶𝘁 𝘁𝗵𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻: Periodically revisit previous “no” responses with a tailored message: “Last time we spoke, X was a challenge. Has that changed? We’ve helped similar businesses achieve Y.”

𝗪𝗵𝗲𝗻 𝘁𝗵𝗲 𝗧𝗶𝗺𝗲 𝗜𝘀 𝗥𝗶𝗴𝗵𝘁

By staying persistent, you position yourself as the go-to solution when the client’s circumstances change. Those two HighLevel clients of mine are a perfect example. They weren’t ready when I first approached them, but because I maintained the relationship, they knew who to call when the time was right.

𝗙𝗶𝗻𝗮𝗹 𝗧𝗵𝗼𝘂𝗴𝗵𝘁

In sales, “no” is rarely final. It’s a placeholder that says, “Not now.” Keep showing up with genuine value, and you’ll be the first person they think of when their “no” turns into “yes.” If you’re curious about how HighLevel can transform your business when the time is right 😉 feel free to book a Discovery Call

How to Migrate from Skool to HighLevel: A Practical Guide (Updated March 2026)

by
skool to highlevel

skool to highlevel

If you’re currently using Skool and wondering whether you can move everything over to HighLevel, you’re not alone.

It’s a question I’ve been asked more and more over the past 12-18 months as HighLevel has evolved beyond just a CRM and marketing automation platform into a fully integrated business system.

And recently, this conversation has changed quite a bit.

A quick update before we dive in

HighLevel has released a significant upgrade to its Skool importer.

You can now:

  • Import members, posts, and comments from Skool
  • Import multiple Skool groups into a single HighLevel community
  • Preserve the structure and chronological order of your content
  • Consolidate multiple communities into one central hub

This is a big step forward.

Because one of the biggest challenges with moving from Skool to HighLevel used to be the migration itself. It was possible, but often messy, time-consuming, and required a fair bit of rebuilding.

That’s no longer really the case.

So… can HighLevel replace Skool?

Short answer. Yes, in most business scenarios it now can.

But there’s an important distinction to understand.

  • Skool is built as a community-first platform
  • HighLevel is built as a business platform with community built in

That difference still matters.

However, with the latest importer update, HighLevel has moved from being:

a workaround alternative to Skool

to something much closer to:

a genuine, viable replacement for most use cases

Why people start looking beyond Skool

In my experience working with clients, people don’t usually leave Skool because it’s bad.

Far from it.

They start looking elsewhere because of everything happening around the community.

For example:

  • Lead capture
  • Email and SMS follow-up
  • Sales pipelines
  • Automation
  • Course delivery
  • Upsells and retention

With Skool, you typically need multiple tools to handle this.

With HighLevel, it’s all under one roof.

And that’s where things start to get interesting.

What HighLevel does differently

HighLevel is not just a community platform.

It’s a full marketing and CRM system that includes:

  • Funnels and websites
  • Email, SMS, WhatsApp and automation
  • Pipelines and opportunity tracking
  • Memberships and courses
  • AI tools and workflows

So instead of stitching together multiple tools, you can build everything in one place.

From a business point of view, that’s a big shift.

What the migration used to look like

Let’s be honest.

Before this latest update, migrating from Skool to HighLevel wasn’t always straightforward.

You often had to:

  • Rebuild parts of your community manually
  • Accept gaps in content transfer
  • Lose post order or structure
  • Reorganise everything after import

It worked, but it wasn’t always clean.

What’s changed with the new importer

This is where things have improved significantly.

Now, when you migrate:

  • Your posts and comments retain their order
  • Your structure is far more intact
  • Multiple Skool groups can be combined into one HighLevel community
  • Members are brought across in a much cleaner way

This removes a huge amount of friction.

And it makes the idea of switching far more realistic than it was even a few months ago.

How the migration process works (practically)

At a high level, the process looks like this:

1. Set up your HighLevel community

Create your community area inside HighLevel and define your structure. Think about how you want your groups organised before importing.

2. Use the Skool importer

HighLevel now provides a dedicated importer that allows you to bring across:

  • Members
  • Posts
  • Comments
  • Group structures

This is where the biggest improvements have been made.

3. Review and tidy

Even with improvements, you should still:

  • Check formatting
  • Review group organisation
  • Clean up any edge cases

No migration is ever 100 percent perfect. But it’s now much closer than before.

4. Connect your wider system

This is where HighLevel really comes into its own.

Once your community is in place, you can connect it to:

  • Automations
  • Email and SMS campaigns
  • Sales pipelines
  • Workshop funnels
  • Onboarding sequences

This is something Skool simply isn’t designed to do.

Where Skool is still stronger

It’s important to be balanced here.

Skool still has advantages.

1. Simplicity and user experience

Skool is incredibly clean and easy to use. The interface is built purely for community engagement.

2. Gamification and engagement

Leaderboards, points, and community interaction feel more natural in Skool.

3. Community-first design

Everything in Skool is built around keeping people engaged in the community.

HighLevel is improving, but it’s not quite at that level yet.

Where HighLevel wins

This is where the decision usually gets made.

1. Everything in one place

No more duct-taping tools together.

2. Automation and follow-up

You can build proper marketing systems around your community.

3. Monetisation

Upsells, events, programmes, and offers can all be integrated directly.

4. Data and tracking

You can see exactly what’s happening across your entire customer journey.

The real decision

So the real question is not:

“Which platform is better?”

It’s:

“What role does your community play in your business?”

If your business is community-first

Stick with Skool.

If your community supports a wider business

HighLevel is likely the better fit.

My honest take

Based on what I’m seeing right now.

This latest update removes one of the biggest barriers to switching.

Migration used to be the sticking point.

Now it’s not.

So if you are already using HighLevel, or considering it, it makes a lot of sense to consolidate everything into one system.

Not because Skool is lacking.

But because HighLevel gives you a much bigger play.

Final thoughts

HighLevel is evolving quickly.

Features are being added and improved all the time. The Skool importer upgrade is a good example of that.

If you read older content about migrating, be aware that things have moved on.

Quite a bit.

And in this case, in a very practical and useful way.

Written by Julian Mills – HighLevel consultant and marketing strategist.
About Julian Mills

HighLevel AI Voice Agent: Revolutionise Customer Interactions

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highlevel ai voice agent

highlevel ai voice agentHighLevel’s AI Voice Agent is a game-changing solution designed to handle inbound calls, engage customers in natural, conversational dialogues, and perform tasks aligned with your specific business objectives. The Voice AI Agent will be your personal office employee, answering calls, fielding leads, and collecting customer information for further follow-up! Powered by advanced speech recognition and natural language processing, this innovative tool ensures your customers receive seamless, personalized service around the clock.

Key Features of the AI Voice Agent

  • Natural Conversations: The AI Voice Agent intuitively understands and responds to customer queries, creating a fluid, conversational experience.
  • Advanced Speech Recognition: It transcribes and interprets spoken words with precision, ensuring clear communication.
  • Seamless Integration: Easily connects to your CRM and other business tools to streamline operations.
  • Customizable Responses: Tailor the AI agent’s tone and messaging to align with your brand identity.
  • 24/7 Availability: Provides uninterrupted support, enhancing customer satisfaction and trust.

How the AI Agent Handles Calls

  • Inbound Calls:
    • During business hours, calls to the designated number are automatically answered by the AI agent.
    • After hours, calls follow your customized settings, such as redirecting to voicemail or forwarding to another number.
  • Call Actions:
    • Update Contact Records: Automatically saves collected details to customer profiles.
    • Trigger Workflows: Activates predefined workflows to ensure efficient follow-up actions.
    • End Calls Gracefully: Politely concludes calls when appropriate.
    • Call Transfers: Transfers to a human agent when necessary for seamless customer service.
    • Send SMS: Sends relevant follow-up messages or important information via text.

Frequently Asked Questions

1. Can I use my existing HighLevel phone numbers with the AI Voice Agent?
Yes, you can assign any available phone number in your account, provided it’s not already configured for specialized functions like IVR.

2. Can the AI Voice Agent collect customer information and create contact records?
Absolutely. The agent can collect data such as name, email, and address, automatically updating or creating contact profiles.

3. Can the AI Voice Agent schedule appointments during calls?
While the agent gathers information and triggers workflows, direct appointment scheduling requires integration with your calendar system through workflows.

4. Is it possible to have multiple AI Voice Agents and phone numbers?
Yes! You can create multiple agents with unique configurations and phone numbers to support different departments or services.

5. How do I update the AI Voice Agent’s knowledge base?
You can train the AI agent on new information by updating the “Agent Goals” section with revised prompts or business details.

6. Can the AI Voice Agent handle call routing and transfers?
Yes, the agent can transfer calls to human agents based on specific conditions you configure.

7. Is re-billing available for agencies reselling the AI Voice Agent?
Yes, re-billing options are available. Contact our support team for guidance on setting this up.

8. Does the AI Voice Agent work with my own Twilio account?
Currently, the AI Voice Agent’s voice capabilities are exclusive to the LC Phone System and do not function with direct Twilio integrations.

Unlock the Power of AI for Your Business

By integrating HighLevel’s AI Voice Agent, you can revolutionize how your business interacts with customers—enhancing service quality, streamlining operations, and ensuring consistency in every interaction.

💡 Take the next step toward improving your customer experience! Book a discovery call with Julian today to see how this powerful tool can transform your business. Click here to schedule a Discovery Call.

Marketing Agencies – Unlock New Levels of CRM & Marketing Automation: HighLevel Custom Objects

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Marketing agencies juggle multiple clients, campaigns, and deliverables, often leading to administrative overload. HighLevel’s Custom Objects Workflow Automation provides a powerful solution, enabling agencies to manage campaigns more effectively while enhancing client relationships.

How It Works
Custom Objects allow agencies to create data records for campaigns, deliverables, or client-specific information. These objects can be linked to client profiles, making it easy to automate communications and track progress.

For example:

  • Campaign Milestone Notifications: Set up workflows to notify clients about key campaign updates, such as ad approvals, launch dates, or performance metrics.
  • Client Reporting Automation: Create workflows that automatically send monthly or quarterly performance reports based on stored data.
  • Task Completion Updates: Notify clients when specific deliverables, such as ad creatives or website updates, are completed and ready for review.

By automating these tasks, marketing agencies can reduce manual admin work and dedicate more time to creativity and strategy. This not only improves efficiency but also strengthens client trust and satisfaction.

Why It Matters
Custom Objects Workflow Automation enables agencies to:

  • Provide timely, accurate updates to clients.
  • Ensure no campaign detail falls through the cracks.
  • Scale operations without sacrificing personalization.

Whether you’re running Facebook ad campaigns, designing websites, or managing email marketing, Custom Objects help your agency stay organized and deliver an outstanding client experience.

Learn more about HighLevel features at MarketerM8 – a HighLevel agency

Book a discovery call with Julian to discover how Custom Objects Workflow Automation can streamline your agency’s CRM and marketing operations.