Guided Conversation AI Setup in GoHighLevel

If you use ClickUp or other project tools to document workflows, you will appreciate how the guided form-based setup in GoHighLevel simplifies configuring Conversation AI. This guided experience walks you step-by-step through all required settings so your AI assistant can start answering conversations quickly and accurately.

This how-to article explains how to access the guided setup, what each section does, and how to save or discard your configuration. It is based entirely on the official GoHighLevel documentation for Conversation AI.

What Is the Guided Form-Based Setup in GoHighLevel?

The guided form-based setup is a structured wizard inside the Conversation AI area of GoHighLevel. Instead of configuring every field manually, you move through a sequence of screens and forms that collect all the details your AI assistant needs.

The guided setup is designed to:

• Standardize how Conversation AI is configured across locations.
• Prevent missing or incomplete information.
• Help you test and review your configuration before using it live.

You can use the guided flow to create a new AI assistant configuration or to refine an existing one for a specific location inside GoHighLevel.

How to Access Conversation AI Guided Setup in GoHighLevel

Follow these steps to open the guided form-based setup from your agency or sub-account.

1. Log in to your GoHighLevel account.

   Sign in with your usual credentials at the agency or location level.

2. Navigate to the Conversation AI area.

   From the main left-hand menu, locate and click the section labeled for Conversation AI. This opens the central panel where configurations are managed.

3. Choose the guided form-based setup.

   Inside the Conversation AI interface, look for the option or button that launches the guided form-based setup flow. Click it to start the configuration process.

Once opened, GoHighLevel will display the first step of the guided wizard, with navigation controls to move forward or backward through the flow.

Overview of the Guided Conversation AI Flow in GoHighLevel

The guided form-based experience in GoHighLevel is organized into sequential screens. Each screen focuses on a core part of your AI assistant configuration. While the exact field names may evolve, the flow typically includes:

• Basic details about the assistant and its purpose.
• Behavior and tone so replies match your brand voice.
• Knowledge and FAQs that Conversation AI will use for answers.
• Channels and routing so the AI can handle relevant conversations.
• Testing and review to confirm everything works as expected.

At any point you can move between steps, but you should complete each form carefully so the assistant behaves correctly once live in GoHighLevel.

Step-by-Step: Using the Guided Setup in GoHighLevel

Use the following steps as a structured checklist while you proceed through the wizard.

Step 1: Start a New Conversation AI Setup in GoHighLevel

1. From the Conversation AI section, click to begin a new guided setup or edit an existing configuration using the guided flow.

2. Review any initial information or instructions displayed by the wizard before proceeding.

Step 2: Fill in Core Assistant Details

The first forms focus on the basic identity of the AI assistant.

• Provide a clear internal name for the assistant.

• Define its primary purpose, for example: answering support questions, handling sales inquiries, or qualifying leads.

• Select the location or context in GoHighLevel where this assistant will be active, if applicable.

Accurate basic details help ensure the rest of the configuration aligns with how you want to use Conversation AI inside GoHighLevel.

Step 3: Configure Behavior and Tone

Next, define how the assistant should communicate.

• Choose the general tone (formal, friendly, casual, etc.).

• Add any brand-specific language guidelines or phrases to use or avoid.

• Specify how the AI should respond when it does not know an answer, such as escalating to a human or requesting more details.

These behavior choices ensure that replies from Conversation AI are consistent with your brand voice in GoHighLevel conversations.

Step 4: Add Knowledge, FAQs, and Context

The guided form-based setup will prompt you to supply the knowledge that powers your AI.

• Enter key FAQs, product details, or service descriptions.

• Include operating hours, pricing notes, or policy summaries if requested by the form.

• Provide any essential context that helps the assistant answer more accurately, such as location-based rules or special offers.

Make sure information is concise, accurate, and up to date. The quality of this content strongly influences how effective Conversation AI will be inside GoHighLevel.

Step 5: Select Channels and Conversation Rules

This part of the GoHighLevel guided setup organizes where and how the assistant will engage.

• Choose the channels supported by your account (for example, SMS, web chat, or other messaging channels available in your location).

• Define basic routing or handling rules, such as when the AI should answer and when a human should take over.

• Set any limits that apply, such as specific conversation types the AI should avoid.

Configure these rules carefully so the assistant participates only in conversations where it can add value.

Step 6: Review and Test Your Conversation AI in GoHighLevel

Before you finalize the guided setup, you will have the option to review and test the configuration.

• Check each section for missing or incorrect details.

• Use any built-in test tools provided in the GoHighLevel interface to simulate example conversations.

• Confirm that the AI responds in the correct tone and with accurate information based on the data you entered.

This test step helps you identify gaps or issues before you rely on the assistant for real customer conversations.

Saving, Updating, or Discarding Guided Setup Changes in GoHighLevel

During or after the guided setup, GoHighLevel gives you control over what happens to your configuration.

How to Save Your Guided Configuration

• Use the Save or Finish option at the end of the wizard, or the save controls shown on each screen.

• Wait for confirmation in the interface that your settings have been stored for the selected location or account.

• Once saved, the configuration becomes available for use in relevant conversation channels.

How to Edit an Existing Guided Setup in GoHighLevel

• Return to the Conversation AI area in your account.

• Select the existing configuration you want to modify.

• Open it again using the guided form-based setup option.

• Update any section, then save changes to apply the new behavior.

How to Discard or Reset Configuration Changes

If you decide not to keep recent edits made through the guided setup, you can discard them.

• Use the Cancel, Close, or similar option presented by the wizard to exit without saving.

• Confirm any prompts asking whether you want to abandon unsaved changes.

• After discarding, the previous saved configuration remains active inside GoHighLevel.

Best Practices for Conversation AI Setup in GoHighLevel

To get consistent results from the guided setup, follow these best practices:

• Prepare your FAQs and key policies before starting the wizard.

• Keep tone and behavior settings aligned with your brand style guide.

• Test with real examples from past customer conversations.

• Update the configuration regularly as offers, pricing, or policies change.

The more accurate and current your input, the better Conversation AI will perform inside GoHighLevel.

Additional Resources for GoHighLevel Conversation AI

For the most detailed and current visuals, field names, and product notes about the guided form-based setup, always review the official documentation at this GoHighLevel Conversation AI article.

If you need strategic help implementing Conversation AI workflows across multiple locations, you can also consult experts at Consultevo for broader implementation and automation guidance.

By following the guided form-based setup steps inside GoHighLevel, carefully reviewing each screen, and testing before going live, you can deploy a reliable AI assistant that improves response times and customer experience across your supported channels.

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