How to Use the Ask AI Contact Summary Agent in GoHighLevel

ClickUp users who are exploring automation and AI in their CRM will find that GoHighLevel offers a powerful Contact Summary agent inside the Ask AI panel. This feature allows you to instantly understand a contact’s history, interactions, and key details without manually reviewing every message.

This how-to guide explains, step by step, how to open, configure, and use the Contact Summary agent in GoHighLevel so you can move faster and make better decisions based on your conversations.

What the GoHighLevel Contact Summary Agent Does

The Contact Summary agent in the Ask AI panel reviews a contact’s stored data and conversations, then generates a clear, human-readable summary. It is especially useful when:

• You are onboarding a new client and need a quick overview.
• You want context before calling or messaging a contact.
• You need to understand an ongoing support or sales conversation at a glance.

The agent works inside the Conversations view, pulling information from the communication history and related contact records in GoHighLevel.

Where to Find the Ask AI Contact Summary in GoHighLevel

You can access the Contact Summary agent directly from the Conversations area of your GoHighLevel account.

Step 1: Open Conversations in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the left-hand sidebar, click on Conversations.
3. Select the specific contact conversation you want to review.

Once you have a conversation open, you are ready to access the Ask AI panel.

Step 2: Open the Ask AI Panel in GoHighLevel

1. Inside the chosen conversation, locate the Ask AI icon or panel (usually on the right-hand side).
2. Click to open the Ask AI interface.
3. Look for the list of available AI agents or tools within this panel.

The Contact Summary agent is one of several AI helpers available in this GoHighLevel workspace.

How to Use the Contact Summary Agent in GoHighLevel

Once you have the Ask AI panel open, using the Contact Summary agent is straightforward.

Step 3: Select the Contact Summary Agent

1. In the Ask AI panel, locate the agent labeled Contact Summary (sometimes shown as a specific agent icon or option).
2. Click on the Contact Summary agent to activate it.
3. Confirm that the agent is targeting the currently selected contact conversation.

When selected correctly, the agent will be ready to analyze the conversation and contact details in GoHighLevel.

Step 4: Generate a Contact Summary

1. With the Contact Summary agent active, click the button or prompt to Generate Summary (wording may vary slightly in the interface).
2. Wait a few seconds while the agent processes the contact’s history and messages.
3. Review the generated summary inside the Ask AI panel.

The AI will provide a concise overview highlighting the most important information stored in GoHighLevel about that contact.

What Information the GoHighLevel Contact Summary Includes

The exact content of the summary can vary depending on how much data and how many conversations are available. In general, the Contact Summary agent focuses on:

• Contact background: Name, role, and any key profile details pulled from the contact record.
• Conversation history: Main topics discussed in messages, calls, and other logged communication.
• Needs and goals: What the contact is trying to achieve, as expressed in the conversation.
• Objections or concerns: Any issues, blockers, or questions the contact has mentioned.
• Current status: Where the relationship or deal currently stands in your GoHighLevel pipeline or workflow.

This makes it easier for sales, support, and account management teams to quickly understand the context before taking the next action.

Best Practices for Using the GoHighLevel Contact Summary Agent

To get the most accurate and helpful output from the Contact Summary agent, follow these practical tips.

Keep Contact Data Updated in GoHighLevel

• Regularly update contact fields such as name, company, and stage.
• Log important calls, notes, and interactions directly inside GoHighLevel.
• Ensure that your workflows and pipelines are correctly configured so the AI has clean data.

The better your data hygiene, the more precise the summary generated by the Contact Summary agent will be.

Use the Summary Before Key Interactions

• Run the Contact Summary before sales calls or demos.
• Review the summary when a support ticket escalates to a manager.
• Use it when re-engaging an old lead or client who has not been contacted recently.

This workflow ensures every team member can instantly understand the context from GoHighLevel without reading long message threads.

Combine with Other GoHighLevel Ask AI Agents

Within the Ask AI panel, GoHighLevel may provide additional agents for tasks like drafting replies, analyzing sentiment, or generating follow-up messages. To boost productivity:

• Start with the Contact Summary agent to understand the situation.
• Then switch to a drafting or reply-focused agent to create an appropriate response.
• Adjust and personalize the AI-generated text before sending.

This layered approach makes full use of the Ask AI ecosystem inside GoHighLevel.

Troubleshooting the Contact Summary Agent in GoHighLevel

If the Contact Summary agent is not working as expected, consider the following checks.

Check Access and Permissions

• Confirm that your user role is allowed to access Ask AI features.
• Verify that your GoHighLevel account or sub-account includes AI-enabled tools.
• Ask your administrator if there are any plan limitations.

Confirm You Are in a Valid Conversation

• Make sure a contact conversation is open before selecting the Contact Summary agent.
• Check that the conversation includes at least some messages or notes.
• Switch to another conversation to see if the issue is specific to one contact.

Review Official GoHighLevel Documentation

For the most accurate and up-to-date behavior of the Contact Summary agent, always refer to the official support article here: GoHighLevel Ask AI Contact Summary Agent.

When to Use the GoHighLevel Contact Summary Agent

Here are common scenarios where the Contact Summary agent can save time and improve results:

• New team member onboarding: Give new staff instant context on leads and clients.
• Daily sales standups: Quickly review priority contacts and their status.
• Account reviews: Summarize key accounts before strategy meetings.
• Support escalations: Provide managers with a snapshot of complex cases.

By incorporating this AI feature into your daily routines, your team can consistently rely on GoHighLevel as a central source of truth for contact insights.

Learn More About Optimizing GoHighLevel

If you are implementing deeper CRM, automation, and AI workflows, you may benefit from additional training and consulting resources. You can explore strategy, implementation, and optimization services at Consultevo, which focuses on helping businesses get more from their digital tools.

Combine these best practices with the Ask AI Contact Summary agent in GoHighLevel to create a streamlined, insight-driven workflow that keeps your whole team aligned on every contact.

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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