How to Use GoHighLevel AI Templates

Leave a Comment / CRM, GHL / By

How to Use GoHighLevel AI Agent Marketplace Templates

If you use tools like ClickUp to organize workflows, you can apply the same systems mindset inside GoHighLevel to build powerful Conversation AI and Voice AI automations. This guide walks you step-by-step through using the AI Agent Marketplace templates so you can launch ready-made AI agents with minimal configuration.

All instructions in this article are based directly on the official GoHighLevel documentation for the AI Agent Marketplace templates.

What Are GoHighLevel AI Agent Marketplace Templates?

The AI Agent Marketplace in GoHighLevel is a library of prebuilt AI agents and workflows that you can instantly install into your account. These templates are designed to automate:

  • Two-way SMS conversations
  • Website chat interactions
  • Inbound and outbound phone calls
  • Lead qualification and appointment booking
  • Follow-up sequences and pipeline movement

Each template includes:

  • AI Agent configuration (persona, tone, instructions)
  • Automation workflows
  • Trigger setups
  • Associated assets such as forms, pipelines, or calendars (depending on the template)

The goal is to help you deploy Conversation AI and Voice AI fast, without needing to build everything from scratch.

Accessing the GoHighLevel AI Agent Marketplace

Follow these steps to access the AI Agent Marketplace inside your GoHighLevel account:

  1. Log in to your GoHighLevel account at the sub-account level where you want to use AI agents.
  2. From the main left-hand navigation, locate the Automation or AI area (depending on your interface layout).
  3. Click on the AI Agents or Marketplace tab that opens the AI Agent Marketplace.
  4. Browse the list of available templates or use the search and filter controls to find a specific type of agent.

The marketplace layout will display template cards. Each card typically includes a brief description and the intended use case so you can quickly decide what best fits your business or client.

Choosing the Right GoHighLevel AI Template

Selecting the correct AI template in GoHighLevel is important for faster setup and better results. When evaluating templates, consider:

  • Primary channel: SMS, webchat, or phone calls (Voice AI)
  • Goal of the automation: lead capture, qualification, support, or booking
  • Industry or niche: some templates are tailored for specific verticals
  • Existing assets: whether you already have calendars, pipelines, or forms ready

Before installing, open the template details to review:

  • What triggers are included
  • What workflows and actions are created
  • What AI instructions and system prompts are used

This preview helps you understand how the template will behave once active in your GoHighLevel account.

How to Install a GoHighLevel AI Agent Marketplace Template

Once you have identified the template you want, follow these steps to install it from the AI Agent Marketplace:

  1. In the AI Agent Marketplace view, click on the template card to open its details.
  2. Review the description, channels, and included assets to confirm it fits your use case.
  3. Click the Install or Import button (label may vary by interface version).
  4. Select the sub-account (if prompted) where you want the AI agent and workflows to be created.
  5. Confirm the installation. GoHighLevel will automatically copy the agent configuration, workflows, and triggers into your sub-account.

After the installation completes, you will see new assets inside your automations and AI agent sections, ready for customization.

Configuring Your GoHighLevel AI Agent After Installation

Installing the template is only the first step. You must configure details so the GoHighLevel AI agent matches your brand and processes.

Step 1: Review the AI Agent Settings

  1. Go to the AI Agents area in your sub-account.
  2. Open the newly installed agent from the list.
  3. Check the following fields:
    • Name and description: rename the agent to match your internal naming conventions.
    • Persona and tone: adjust the writing style and tone of voice if needed.
    • System instructions: review the core instructions given to the AI and customize them with your business name, offer, and process.

Step 2: Update Business-Specific Details

Templates often include placeholder information. Update everything to ensure the GoHighLevel AI behaves correctly:

  • Business name and branding details
  • Service or product descriptions
  • Operating hours
  • Location and service areas
  • Pricing notes or special offers (if referenced in the script)

Confirm that the AI does not promise anything you cannot deliver, and that all information is accurate.

Step 3: Connect Calendars, Pipelines, and Forms

Many AI Agent Marketplace templates depend on other GoHighLevel features. After installation:

  1. Open the workflows installed with the template.
  2. Check every step that references:
    • Calendars (for bookings)
    • Pipelines or stages (for lead status changes)
    • Forms or surveys
    • Tags and custom fields
  3. Replace any placeholder assets with the actual calendars, pipelines, and forms used in your sub-account.

This ensures the GoHighLevel AI can create appointments, update opportunities, and capture data correctly.

Connecting GoHighLevel AI Agents to Conversation and Voice Channels

After configuration, you must connect the AI agent to real communication channels so it can run live conversations.

Connect to Conversation AI (SMS and Chat)

  1. Navigate to your workflows area in GoHighLevel.
  2. Open the workflows imported with the template.
  3. Find steps that send messages or start AI conversations.
  4. Ensure these steps are set to use your installed AI agent as the assistant.
  5. Confirm the correct phone numbers or chat widgets are in use.

You may also need to:

  • Assign the AI agent to a specific phone number for SMS
  • Link it to a website chat widget
  • Define triggers such as Form Submitted or Tag Added to start conversations automatically

Connect to Voice AI (Phone Calls)

For Voice AI templates in GoHighLevel, follow these steps:

  1. Go to the AI Agents or Phone section where voice settings are managed.
  2. Open the installed Voice AI agent.
  3. Select the voice profile or language settings required.
  4. Assign phone numbers that the AI will use for inbound or outbound calls.
  5. Review any call routing rules or triggers that initiate calls.

Always perform internal test calls before using Voice AI templates with real leads or customers.

Testing and Optimizing Your GoHighLevel AI Templates

Before going live at scale, you should thoroughly test the installed template in your GoHighLevel sub-account.

Run Internal Test Conversations

  • Send test SMS messages using your own phone number.
  • Trigger the chat widget on a staging or hidden page.
  • Place test inbound calls or trigger outbound calls.

During these tests, check:

  • Whether the AI understands the intent of the conversation
  • If responses match your brand tone and expectations
  • Accuracy of appointment bookings, tags, and pipeline updates
  • Any broken links, missing assets, or incorrect messages

Refine AI Instructions and Workflows

Based on test results, refine your GoHighLevel AI setup:

  • Improve system instructions to clarify what the AI should and should not do.
  • Add or modify FAQs and example prompts inside the agent if available.
  • Adjust workflow conditions to better qualify leads or branch logic.
  • Update timeout settings, retries, or follow-up delays for better engagement.

Iterate until you are confident that the AI agent handles most common scenarios smoothly.

Managing and Updating GoHighLevel AI Agent Marketplace Templates

Once live, your AI agents will run continuously inside GoHighLevel. To keep performance high, establish a routine for monitoring and updating them.

Monitor Conversation and Call Logs

  • Review recent conversations and call transcripts regularly.
  • Identify common questions or objections that the AI struggles with.
  • Look for errors or responses that do not align with your brand.

Use these insights to update AI instructions, workflows, or additional training content within GoHighLevel.

Update Templates When Offers or Processes Change

Any time you modify offers, pricing, or internal processes, revisit your AI agent templates:

  • Update system prompts with new details.
  • Change calendar availability or appointment types.
  • Adjust pipeline stages, tags, or automation logic.
  • Confirm that all links, forms, and pages referenced by the AI remain valid.

Keeping your GoHighLevel AI agents synchronized with your business operations prevents confusion for leads and customers.

Additional Resources for GoHighLevel Users

To deepen your understanding of AI automation strategy around GoHighLevel, you can explore implementation guides and consulting resources at Consultevo. For the official step-by-step reference for AI Agent Marketplace templates, see the original GoHighLevel help article at this support page.

By following the steps above, you can quickly install, configure, and optimize AI Agent Marketplace templates so your GoHighLevel account delivers reliable Conversation AI and Voice AI automation for your leads and customers.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`

Leave a Comment

Your email address will not be published. Required fields are marked *