CRM

Learn how to use GoHighLevel workflow action Update Custom Values to dynamically store and reuse data across automations and communications.

Learn how to train your GoHighLevel Conversation AI bot step-by-step, from creating bots to adding training data and refining responses.

Learn how to quickly duplicate dashboard widgets in GoHighLevel so you can reuse layouts, customize views, and speed up analytics setup.

Learn how to use GoHighLevel workflow email event triggers to automate actions when emails are sent, opened, clicked, bounced, or reported as spam.

Learn how to set up primary vs non-primary Conversation AI bots in GoHighLevel to control replies, channels, and contact ownership.

Learn how to set up Conversation AI in GoHighLevel, enable it on numbers, and manage channels for smarter automated replies.

Learn how to configure the Add Contact Info bot action in GoHighLevel to capture name, phone, email and more from chat conversations.

Learn how to use the GoHighLevel opportunity created workflow trigger to automate pipelines, tasks, and follow-up for new CRM opportunities.

Learn how to use GoHighLevel pre-built contact segments to quickly filter, manage, and target your contacts for better campaigns and automation.

Learn how to use the GoHighLevel opportunity List View to filter, sort, search, and manage pipeline records efficiently in your CRM.