Advanced GoHighLevel AI Setup

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Advanced GoHighLevel Conversation AI Settings Guide

If you use platforms like ClickUp to manage documentation and want a clear, step-by-step guide, this article explains how to configure advanced Conversation AI settings in GoHighLevel so your AI replies stay on-brand, compliant, and efficient across all channels.

This how-to walks you through every advanced control, from global prompts and behavior rules to channel priorities and human escalation options, based strictly on the official GoHighLevel documentation.

Understanding Advanced GoHighLevel Conversation AI Settings

The advanced Conversation AI settings in GoHighLevel allow you to define how the AI thinks, responds, and escalates conversations. These are global settings that affect every location using a particular Conversation AI assistant inside your sub-account.

Before making changes, remember that these advanced settings override many local, per-location options and should be adjusted with care.

How to Access Advanced Settings in GoHighLevel

  1. Log in to your GoHighLevel account with appropriate permissions.

  2. Open the sub-account where your Conversation AI assistant is configured.

  3. Go to the Conversation AI settings page.

  4. Locate the Advanced Settings section for that specific assistant.

Once there, you can configure prompts, behavior, channel rules, triggers, and human escalation options.

Configure Base Prompt in GoHighLevel

The Base Prompt is the core instruction set that tells the AI how to represent your brand and how to behave. It acts as a global system message for the assistant in GoHighLevel.

What the Base Prompt Controls in GoHighLevel

  • How the AI introduces your business.

  • What tone of voice and style to use.

  • Which services or offers to prioritize in replies.

  • Any required compliance or legal language.

How to Edit the Base Prompt

  1. In the Advanced Settings panel, find the Base Prompt field.

  2. Write clear instructions about brand voice, goals, and limitations.

  3. Save your changes so the new behavior applies to all conversations for that assistant.

Use short, direct sentences and specify what the AI should not do, such as giving medical or legal advice if that is not appropriate for your business.

Set Behavior Rules for GoHighLevel Conversation AI

Behavior settings in GoHighLevel define how strictly the AI follows your instructions and how it handles different situations, such as unknown questions or restricted topics.

Key Behavior Options

  • Response style: Configure whether answers should be brief, detailed, or step-by-step.

  • Knowledge boundaries: Instruct the AI what it is allowed to talk about.

  • Handling unknowns: Tell the AI when to say it does not know or when to ask for clarification.

  • Compliance behavior: Require disclaimers or prevent certain categories of content.

Steps to Configure Behavior

  1. Open the Behavior section under Advanced Settings.

  2. Toggle or adjust each option to align with your internal policies.

  3. Test behavior by sending sample messages through each channel.

After adjusting behavior options, verify that answers remain consistent with your Base Prompt and meet your brand and compliance standards.

Manage Channel Settings in GoHighLevel Conversation AI

Channel settings let you define how the assistant behaves across different communication channels in GoHighLevel, such as SMS, email, and other supported platforms.

Channel-Specific Controls

  • Channel enable/disable: Turn AI responses on or off for each specific channel.

  • Channel priority: Set which channel the AI should favor when multiple channels are active.

  • Formatting style: Determine whether responses should be short for SMS or more detailed for email.

How to Adjust Channel Settings

  1. In Advanced Settings, navigate to the Channels area.

  2. Review the list of available channels for that assistant.

  3. Use toggles or dropdowns to enable, disable, or prioritize channels.

  4. Save and then send test messages through each active channel.

Channel rules help ensure that your GoHighLevel assistant replies appropriately whether a prospect reaches out through text, web chat, or email.

Configure Triggers and Filters in GoHighLevel AI

Triggers and filters allow you to define when the AI should respond automatically and when it should stay silent or hand off the conversation.

Trigger Options

  • Keyword conditions: Respond only when certain phrases appear.

  • Time-based triggers: Handle after-hours conversations with AI while routing business-hours chats differently.

  • Event-driven responses: Start AI interactions after form submissions or inbound messages.

Filter Options

  • Opt-out detection: Stop replies when users send messages like “stop” or “unsubscribe”.

  • Spam filtering: Ignore messages that match spam-like patterns.

  • Content restrictions: Block replies on specific sensitive topics.

Steps to Set Triggers and Filters

  1. Locate the Triggers & Filters section in Advanced Settings.

  2. Define your trigger rules, such as keywords or time windows.

  3. Set filters to control unwanted or non-compliant conversations.

  4. Test edge cases to confirm that the AI responds only when desired.

Set Up Human Escalation in GoHighLevel

Human escalation determines when conversations handled by the AI are transferred to a live team member in GoHighLevel, ensuring complex or sensitive issues get personal attention.

Human Escalation Scenarios

  • AI uncertainty: When the assistant cannot confidently answer a question.

  • High-intent leads: When prospects show strong buying signals, such as asking for pricing or booking details.

  • Compliance risk: When the user asks for advice your business is not allowed to provide.

How to Configure Human Escalation

  1. In Advanced Settings, open the Human Escalation section.

  2. Specify conditions that should trigger an escalation, such as certain keywords, low-confidence responses, or specific user intents.

  3. Choose which user or team should receive the escalated conversation.

  4. Test the flow to ensure that conversations transfer correctly and that notifications reach the right team members.

Combining well-defined human escalation rules with strong prompts ensures that your GoHighLevel assistant stays helpful while protecting your brand and customers.

Testing and Iterating Your GoHighLevel AI Setup

After configuring advanced settings, continuous testing and iteration are crucial for long-term success.

Recommended Testing Process

  1. Simulate real users: Send messages from different channels with varied questions.

  2. Review transcripts: Check AI responses for accuracy, tone, and compliance.

  3. Refine prompts: Update your Base Prompt and behavior rules where responses are off-target.

  4. Adjust triggers: Fine-tune triggers and filters to reduce noise and focus on valuable interactions.

Revisit the advanced settings regularly as your offers, policies, or messaging strategies evolve.

Additional Resources for GoHighLevel Users

To deepen your understanding of advanced Conversation AI configuration, review the official GoHighLevel help article used as the basis for this guide: Advanced Settings Overview – Conversation AI.

If you want expert help designing AI prompts, funnels, and automation around your GoHighLevel setup, you can also explore consulting and implementation services at Consultevo.

By following the steps in this guide and iterating based on real conversations, you can create a powerful, well-controlled Conversation AI experience in GoHighLevel that supports your team and improves lead handling across every channel.

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