Manage Conversation AI Agent Permissions in GoHighLevel
This step-by-step guide explains how to manage granular permissions for Conversation AI agents in GoHighLevel, even if you also work in ClickUp or other tools. You will learn how to control which accounts agents can access, how they can reply, and how they appear to other users inside your CRM workspace.
All instructions in this article are based on the official GoHighLevel help documentation for Conversation AI permissions. For reference, you can review the original guide on the GoHighLevel support portal at this page.
Overview of GoHighLevel Conversation AI Permissions
Conversation AI agents in GoHighLevel operate inside a dedicated workspace. Granular permission controls let you decide what each agent can do and which accounts they can work in. These settings are essential if you manage multiple client accounts, brands, or locations inside the same GoHighLevel environment.
At a high level, the permissions framework lets you:
- Control which accounts Conversation AI agents can access
- Define how agents can send emails and SMS messages
- Manage agent visibility to other users in the workspace
- Set specific agent-level rules based on account needs
Each Conversation AI agent can be customized so that it only has the level of control truly required, helping you maintain compliance and protect sensitive contact data.
Accessing the Conversation AI Workspace in GoHighLevel
Before you configure granular permissions, you must open the Conversation AI workspace in GoHighLevel. The permissions interface is available inside this dedicated area.
Steps to open the Conversation AI workspace
- Log in to your GoHighLevel dashboard with an account that has admin or appropriate access.
- Navigate to the Conversation AI workspace from the main navigation menu.
- Select the specific Conversation AI agent whose permissions you want to manage.
Once you are viewing a particular agent, you will see options for defining access and behavior rules.
GoHighLevel Workspace and Account Access Permissions
Granular workspace and account access settings determine where a Conversation AI agent can operate. These options are important if you use GoHighLevel to manage multiple sub-accounts or client instances under a single agency account.
Configure account-level access for agents
Within the Conversation AI workspace in GoHighLevel, you can decide which accounts are available to a given agent. Typical configuration steps include:
- Select the Conversation AI agent you want to edit.
- Locate the section for Account Access or similar workspace-level permissions.
- Choose from available access scopes, such as:
- All accounts in the workspace
- Specific selected accounts only
- Restricted accounts with no access
- Save your changes so that the agent’s access is immediately updated.
By narrowing access only to relevant accounts, you can ensure that each Conversation AI agent in GoHighLevel works within the correct brand or client context.
Managing Email and SMS Reply Permissions in GoHighLevel
One of the most important aspects of Conversation AI control in GoHighLevel is how agents can send messages. You can limit or expand the agent’s ability to send email and SMS replies based on your communication policies.
Set outbound communication rules for agents
Inside the Conversation AI agent settings, you will find granular options for controlling messaging behavior. Typical options include:
- Allow or restrict email replies from the agent
- Allow or restrict SMS replies from the agent
- Define whether the agent can initiate new conversations or only respond to incoming messages
To update these settings, follow these general steps:
- Open the selected Conversation AI agent in the GoHighLevel workspace.
- Navigate to the Messaging or Reply Permissions section.
- Toggle email and SMS permissions according to your compliance and workflow requirements.
- Confirm and save the updates.
These granular reply permissions help ensure that Conversation AI agents in GoHighLevel act only within your approved communication channels and guidelines.
Controlling Agent Visibility in the GoHighLevel Workspace
In addition to access and messaging rules, you may want to configure how Conversation AI agents appear to users across your GoHighLevel workspace. Visibility settings affect who can see and interact with each agent.
Adjust Conversation AI agent visibility
Under the agent configuration view, look for options related to visibility or user access. Common controls include:
- Show or hide the agent from certain user roles
- Limit visibility to specific accounts or teams
- Allow only admins or selected users to modify agent settings
Typical steps for adjusting visibility:
- Select the Conversation AI agent inside GoHighLevel.
- Open the Visibility, User Access, or equivalent settings area.
- Choose which users or roles can view and manage the agent.
- Save your configuration to apply the new restrictions.
By combining visibility settings with account access and reply controls, you can build a consistent and secure agent management practice inside your GoHighLevel workspace.
Best Practices for GoHighLevel Conversation AI Permissions
When setting up granular permissions for Conversation AI agents in GoHighLevel, use these practices to keep your environment organized, secure, and scalable:
- Use least-privilege access: Grant each agent only the accounts and messaging capabilities it truly needs.
- Align agents to client accounts: If you manage multiple clients, configure each Conversation AI agent to work only inside its relevant client or sub-account.
- Review permissions regularly: Whenever you add new accounts or change client structures, revisit agent permissions to ensure they stay aligned.
- Document your standards: Maintain internal documentation for how you configure Conversation AI agents in GoHighLevel so your team can replicate settings consistently.
If you need strategic help optimizing your CRM workflows, automation, and AI implementations alongside GoHighLevel, you can also consult specialized CRM and marketing operations experts at Consultevo.
Troubleshooting Permission Issues in GoHighLevel
Sometimes Conversation AI agents may not behave as expected because of misconfigured permissions. Common symptoms include agents not replying, appearing in the wrong accounts, or being invisible to certain users.
Quick checks for agent permission problems
- No responses from an agent: Confirm that email and SMS reply permissions are enabled for that Conversation AI agent in the GoHighLevel workspace.
- Agent visible in the wrong account: Review the account-level access settings and restrict access only to the intended sub-accounts.
- Team members cannot see the agent: Identify the relevant visibility or user access controls and ensure proper roles or user groups have permission to view the agent.
- Changes not applying: Make sure you have saved all updates and that you are editing the correct Conversation AI agent in GoHighLevel.
If issues persist after verifying these settings, compare your configuration with the instructions in the official GoHighLevel article or contact platform support for further guidance.
Where to Learn More About GoHighLevel Conversation AI
This tutorial focused specifically on how to manage granular permissions for Conversation AI agents in GoHighLevel. To explore more advanced options, updated screenshots, and any new features added to the platform, refer to the official help resource: Managing Granular Permissions for Conversation AI Agents.
By correctly configuring access, messaging permissions, and visibility settings, you can safely deploy Conversation AI agents in GoHighLevel while keeping control over how they interact with leads, contacts, and team members across your entire workspace.
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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