GoHighLevel Conversation AI Bot

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How to Use the Conversation AI Bot Workflow Action in GoHighLevel

The Conversation AI Bot workflow action in GoHighLevel lets you automate two-way messaging so your system can respond intelligently without manual intervention. Although this guide is focused on GoHighLevel, users coming from ClickUp or other platforms can follow the same step-by-step approach to set up automation in a clear and organized way.

This how-to article walks you through enabling the feature, creating the workflow action, configuring every option, and understanding the behavior of the Conversation AI Bot in a GoHighLevel sub-account.

Prerequisites for Using the GoHighLevel Conversation AI Bot

Before adding the Conversation AI Bot workflow action in GoHighLevel, make sure the feature is available and turned on in your sub-account.

  • You must be working inside a GoHighLevel sub-account.
  • The Conversation AI Bot feature must be enabled in Labs (or the relevant settings section if it has moved).
  • You need permission to create and edit workflows in GoHighLevel.

If your GoHighLevel account is managed by an agency, confirm that Conversation AI Bot is enabled at the agency level and that the sub-account has access.

How to Enable Conversation AI Bot in GoHighLevel

Follow these steps to ensure the Conversation AI Bot can be used in workflows within your GoHighLevel sub-account:

  1. Log in to your GoHighLevel account and open the target sub-account.
  2. Navigate to Settings and locate the area where Labs or Beta features are listed.
  3. Find the entry for Conversation AI Bot (or similar wording).
  4. Toggle the feature to On for the sub-account.
  5. Save your changes and refresh the sub-account to load the new workflow action.

Once the feature is active, you can add the Conversation AI Bot workflow action in any workflow within your GoHighLevel sub-account.

Creating a Workflow with the GoHighLevel Conversation AI Bot

Use the following procedure to add the Conversation AI Bot into an automation sequence inside GoHighLevel:

  1. From the left-hand navigation, go to Automation in your GoHighLevel sub-account.
  2. Click Workflows and create a new workflow or open an existing one.
  3. Choose your trigger (for example, Customer Replied, Form Submitted, or Conversation Created), depending on how you want the AI to activate.
  4. Click the + icon to add an action to the workflow.
  5. From the list of actions, select Conversation AI Bot.

The Conversation AI Bot action now appears as a step in your GoHighLevel workflow, ready for configuration.

Configuring the GoHighLevel Conversation AI Bot Action

When you add the Conversation AI Bot action in GoHighLevel, you will see several important configuration fields. Each option controls how the AI participates in the conversation.

Core Settings for the GoHighLevel Conversation AI Bot

  • Action Name

    Give the action a descriptive name, such as “AI SMS Responder” or “Website Chatbot Handoff,” so you can identify it easily later in your GoHighLevel workflow.

  • Channel

    Specify which conversation channel the AI should respond on. Common channels in GoHighLevel include:

    • SMS
    • Email
    • Webchat
    • Social messaging platforms (where supported)

    Pick the channel that matches the trigger or incoming message path in your workflow.

  • AI Profile or Settings

    Depending on how GoHighLevel presents the interface, you can either select an existing AI profile or configure behavior fields. Typical options include:

    • Business name or context
    • Tone of voice
    • Types of questions the AI should answer
    • Limits on what the AI can and cannot say

Conversation Rules in GoHighLevel

Use these fields to define when the Conversation AI Bot should respond and when it should step back inside GoHighLevel:

  • Trigger Conditions

    Specify which incoming messages the AI should reply to. This may be based on:

    • New inbound messages from a contact
    • Specific keywords or phrases
    • Channel-specific rules (for example, only SMS replies)
  • Stop Conditions

    Control when the Conversation AI Bot stops replying. Common options include:

    • When a human user in GoHighLevel replies in the same conversation
    • When the contact uses a stop keyword (for example, “agent,” “help,” or “stop”)
    • After a set number of AI messages have been sent
  • Timeout or Session Length

    Set a time window during which the Conversation AI Bot stays active in the conversation. After the timeout, the AI can be disabled for that contact or until the workflow restarts.

Routing and Handoff Settings in GoHighLevel

To avoid confusion between the AI and your human team members in GoHighLevel, configure routing and handoff options carefully.

  • Assign to User or Team

    Choose whether the conversation is assigned to:

    • A specific user in GoHighLevel (for example, a sales rep)
    • A user group or team
    • A general inbox, depending on how your account is organized
  • Handoff to Human

    Specify when the Conversation AI Bot should transfer control to a human. This can be triggered when:

    • The AI detects a complex or unsupported query
    • The contact asks to speak to a person
    • The workflow reaches a specific step that routes the conversation

Typical Workflow Patterns Using GoHighLevel Conversation AI Bot

Here are common ways to use the Conversation AI Bot action to streamline messaging automation in GoHighLevel:

Lead Qualification via GoHighLevel AI Bot

  1. Trigger the workflow when a new inbound message comes from a lead.
  2. Use the Conversation AI Bot to ask qualifying questions, such as budget or timeline.
  3. Store the answers in custom fields using additional workflow actions.
  4. Route highly qualified leads to a sales pipeline and assign them to a user.

Customer Support Triage in GoHighLevel

  1. Trigger the workflow on customer replies to support channels.
  2. Let the Conversation AI Bot handle FAQs and simple issues.
  3. Configure a stop or handoff condition when the AI cannot resolve the question.
  4. Reassign the conversation in GoHighLevel to a support agent for follow-up.

Testing and Monitoring the GoHighLevel Conversation AI Bot

After configuring the action, always test how the Conversation AI Bot behaves in real conversations within GoHighLevel.

  1. Publish or activate the workflow.
  2. Send a test message from a contact record or external phone/email.
  3. Confirm that the Conversation AI Bot replies on the correct channel.
  4. Test handoff scenarios by sending messages that should trigger stop conditions.
  5. Review conversation logs inside GoHighLevel to confirm that AI messages and human responses are ordered correctly.

Continue to refine your prompts, rules, and workflow paths until the automated replies match your business requirements.

Additional Resources for GoHighLevel Users

For deeper reference, review the official documentation for the Conversation AI Bot workflow action directly on the GoHighLevel help portal: Conversation AI Bot Workflow Action.

If you need strategic help with automation design, funnel building, or technical setup for GoHighLevel, you can also visit Consultevo for consulting and implementation services.

By correctly configuring the Conversation AI Bot workflow action in your GoHighLevel account, you can automate large parts of your messaging, improve response times, and still maintain clear control over when humans step in to handle more complex conversations.

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