How to Use GoHighLevel Activity Cards in Conversations
If you are moving from tools like ClickUp or other CRMs, understanding how GoHighLevel shows customer actions inside the Conversations screen is essential. Activity cards give you a unified view of calls, orders, forms, and automation events directly in the contact thread so your team can respond quickly and with full context.
This step-by-step how-to article explains how GoHighLevel activity cards work, how to read them, and how each card type is triggered in the Conversations area.
What Are GoHighLevel Activity Cards?
Activity cards in GoHighLevel are visual blocks that appear on the right-hand panel of a conversation. They summarize important events or actions related to the contact, such as calls, reviews, orders, and more.
These cards help you:
- See what has happened with a contact at a glance
- Understand context before replying to messages
- Track automations and triggers that have fired
- Centralize customer interactions in one view
Cards are created automatically when certain activities occur, so your GoHighLevel Conversations feed becomes a real-time history of the contact journey.
Where GoHighLevel Activity Cards Appear
Within the Conversations section, each contact thread has two main parts:
- The message stream on the left (SMS, email, social messages, etc.)
- The activity panel on the right, which shows activity cards
When an action related to that contact occurs anywhere in GoHighLevel, the corresponding card is added to their activity panel. You do not need to manually create the cards; they are system generated based on the event type.
Types of Activity Cards in GoHighLevel
GoHighLevel supports multiple card types, each linked to a different action. Below is a breakdown of the cards you will see and what triggers them.
1. Call Activity Cards in GoHighLevel
Call activity cards appear when GoHighLevel handles a voice call related to the contact. These cards help your team quickly review call history inside Conversations.
A call activity card is created when:
- A call is received from the contact
- A call is placed to the contact
The card typically includes:
- Call type (inbound or outbound)
- Call status (connected, missed, etc.)
- Timestamp of the call
2. Review Activity Cards
Review activity cards appear when the contact leaves a review after a review request is sent through GoHighLevel.
A review card is created when:
- The contact submits a review in response to a review request
This lets you see reputation-related activity directly in the Conversations view, linked to the specific contact.
3. One-Click Upsell Activity Cards
When you use 1-click upsell funnels in GoHighLevel, order-related events appear as activity cards as well.
A one-click upsell activity card is created when:
- A new order is created
- An existing order is updated
This allows sales and support teams to see purchase activity without leaving the Conversations screen.
4. Proposals and Estimates Activity Cards
For accounts using the built-in proposals and estimates feature, GoHighLevel tracks proposal lifecycle stages with activity cards.
Proposal and estimate cards are created when:
- A proposal or estimate is created
- A proposal or estimate is sent
- A proposal or estimate is viewed
- A proposal or estimate is accepted
From Conversations, you can immediately see whether a contact has viewed or accepted their proposal, which is critical for timely follow-up.
5. Workflows & Triggers Activity Cards in GoHighLevel
Workflow and trigger activity cards help you track automation events for each contact inside GoHighLevel Conversations.
A workflow or trigger activity card is added when:
- The contact is added to a workflow
- A workflow-related event occurs for the contact
- A legacy trigger fires for the contact
These cards make debugging automation logic easier because you can see exactly when a contact entered or moved through automation.
6. Forms and Surveys Activity Cards
GoHighLevel creates form and survey activity cards whenever a contact submits a form or survey associated with your funnels or sites.
A forms and surveys activity card is created when:
- The contact submits a form
- The contact submits a survey
The card shows submission details and ensures your team can quickly review responses during an active conversation.
7. Campaigns and Bulk Requests Activity Cards
Campaign and bulk request cards summarize large-scale messaging or email actions initiated from GoHighLevel.
A campaigns and bulk requests activity card is created when:
- The contact is added to a campaign
- A scheduled bulk action related to the contact runs
This helps you confirm that the contact is part of a broadcast or drip campaign before sending manual messages.
8. Appointments Activity Cards in GoHighLevel
Appointments are key touchpoints for many users, and GoHighLevel tracks these with dedicated activity cards.
An appointment activity card appears when:
- A new appointment is created for the contact
- An existing appointment is rescheduled
- An appointment is cancelled
- An appointment status is updated
From Conversations, you can verify upcoming meetings or past appointments without opening the calendar view.
9. Attributions Activity Cards
Attribution cards show the marketing source or event that is credited for a conversion or action.
These cards appear when attribution data is generated for the contact, which helps you understand which campaign or channel influenced the contact’s behavior.
10. Other System Activity Cards
GoHighLevel may also show additional system-level or feature-specific cards as new capabilities are added. The core idea remains the same: every significant action tied to the contact becomes a structured card in the Conversations panel.
How to Read and Use GoHighLevel Activity Cards
To make the most of activity cards, follow these practical steps anytime you open a conversation:
- Open the contact thread in the Conversations section.
- Scan the right-hand activity panel for recent cards.
- Identify the latest action type (call, appointment, order, workflow event, etc.).
- Use the timestamp on each card to understand the order of events.
- Adjust your response based on what just happened (e.g., follow up on a missed call or newly accepted proposal).
By reviewing GoHighLevel activity cards before replying, agents and sales reps can personalize responses and reduce back-and-forth questions.
Best Practices for Managing GoHighLevel Activity Cards
While cards are generated automatically, you can optimize how you use them:
- Train your team to check cards before sending messages.
- Align automations so workflows, campaigns, and triggers clearly reflect the customer journey.
- Use consistent naming for workflows, campaigns, and forms so activity cards are easy to interpret.
- Monitor proposals and orders via cards to time your follow-ups around key buying signals.
When GoHighLevel Activity Cards Are Created (Quick Reference)
Use this quick reference list to remember what creates each card in GoHighLevel:
- Call cards: A call is received or placed.
- Review cards: A review request is sent and the contact submits a review.
- One-click upsell cards: Orders are created or updated.
- Proposals/estimates cards: A proposal or estimate is created, sent, viewed, or accepted.
- Workflows & triggers cards: A workflow or trigger event runs for the contact.
- Forms & surveys cards: The contact submits a form or survey.
- Campaigns & bulk requests cards: The contact is added to a campaign or included in a bulk request.
- Appointments cards: New appointment, reschedule, cancel, or status update.
- Attributions cards: Attribution data is logged for a conversion or event.
Learn More About GoHighLevel
To see the original documentation that this how-to article is based on, review the official GoHighLevel help article on activity cards here: GoHighLevel Activity Cards in Conversations.
If you need strategic help implementing GoHighLevel for your agency or business, you can also explore implementation guides and services at Consultevo.
By understanding and using activity cards effectively, you turn the GoHighLevel Conversations screen into a powerful command center for every contact interaction, from first touch to closed deal and ongoing support.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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