How to Use the Edit Conversation Workflow Action in GoHighLevel

When you manage many conversations across platforms like ClickUp and other tools, keeping messaging accurate and up to date becomes critical. In GoHighLevel, the Edit Conversation workflow action lets you automatically add, update, or delete messages inside a contact’s conversation so your communication always reflects the latest information.

This step-by-step guide explains how to configure the Edit Conversation action in GoHighLevel, what each setting means, and how to apply it safely in real automations.

Overview of the Edit Conversation Action in GoHighLevel

The Edit Conversation workflow action in GoHighLevel is used to modify messages within an existing conversation thread for a contact. It is useful when you need to:

• Correct or replace information in a previously sent message.
• Remove outdated or sensitive content from a conversation.
• Add new content that should appear earlier or later in the thread.
• Programmatically manage conversation history for compliance or clarity.

This action works as part of a workflow and is executed automatically when a contact reaches that step, based on your trigger and conditions.

Where to Find the Edit Conversation Action in GoHighLevel

To locate and add the Edit Conversation action inside a workflow in GoHighLevel, follow these steps:

1. Log in to your GoHighLevel account.
2. Navigate to Automation > Workflows.
3. Open an existing workflow or create a new one.
4. Click the plus icon (+) where you want to add the action.
5. Search for or select Edit Conversation from the list of available actions.

After selecting the action, a configuration panel opens with several important options.

Core Options in the GoHighLevel Edit Conversation Action

The Edit Conversation workflow action in GoHighLevel includes three primary operation types. You must choose one depending on what you want to do with the conversation message.

Operation Type: Add New Message in GoHighLevel

Use this option when you want to insert an additional message into an existing conversation.

When you select Add new message, configure the following:

• Channel type – Choose the channel (for example, SMS, email, or other supported conversation channels) where the message will appear.
• Message type – Define the type of message, typically text, depending on the channel capabilities.
• Message body – Enter the content you want to add. You can include custom values, such as contact details, to personalize this new message.

The new message is then injected into the conversation as if it were sent at the time the workflow runs.

Operation Type: Update Existing Message in GoHighLevel

Select Update existing message when you need to change the content of a message that already exists in the conversation.

Configuration steps include:

• Select message to update – Choose the specific message you want to modify. GoHighLevel lets you reference existing messages in the thread.
• New message body – Provide the updated copy that should replace the current text.

Once the workflow runs, the selected message in the conversation is updated with your new text, so the conversation history reflects the corrected information.

Operation Type: Delete Existing Message in GoHighLevel

Use Delete existing message when a message should be removed from a conversation thread entirely.

To configure this option:

• Select message to delete – Identify the message in the conversation that you want to remove.

After execution, that message will no longer appear in the contact’s conversation view in GoHighLevel.

Detailed Step-by-Step Setup in GoHighLevel

Below is a consolidated step-by-step process to configure the Edit Conversation workflow action accurately.

Step 1: Add the Action to Your Workflow

1. Open your chosen workflow in GoHighLevel.
2. Click on the plus icon (+) where the action should execute.
3. Select Edit Conversation from the workflow actions list.

Step 2: Choose the Operation Type

1. In the action settings panel, locate the Operation type dropdown.
2. Choose one of the following options:
   • Add new message
   • Update existing message
   • Delete existing message

Step 3: Configure Channel and Message Details

Depending on the operation type, configure these fields:

• Channel type – Required when adding a new message. Select the relevant channel supported by GoHighLevel for the conversation.
• Message type – Generally text, aligned with the selected channel.
• Message body – The content of the message when adding or updating.
• Message selector – When updating or deleting, identify the exact message that the workflow should target.

Step 4: Save and Test the Workflow

1. Click Save or Save Action to store your configuration.
2. Turn on workflow Draft or Publish mode as required.
3. Test with an internal or test contact to confirm that the conversation changes in GoHighLevel match your expectations.

Best Practices for Using Edit Conversation in GoHighLevel

When automating message changes with workflows, follow these practices to keep your GoHighLevel account organized and compliant:

• Use clear naming for workflows that involve conversation editing, so team members understand the impact.
• Test on non-production contacts before enabling for all leads or clients.
• Limit deletion of messages to cases where it is essential, such as removing incorrect or sensitive details.
• Document your logic so anyone reviewing the automation can see why a message is being edited or removed.

Example Use Cases Inside GoHighLevel

The Edit Conversation workflow action opens up several useful automation scenarios in GoHighLevel:

• Correcting typos or wrong data – Automatically update a message if a workflow detects missing or inaccurate fields.
• Compliance updates – Remove a message that contained non-compliant text when a specific tag is applied.
• Enhanced clarity – Add a follow-up message into the same conversation to clarify instructions without sending a separate campaign.

Additional Resources for GoHighLevel Users

To see the original reference material for the Edit Conversation workflow action, review the official GoHighLevel help article at this documentation page. It provides a concise overview of the available fields in the action.

If you need strategic implementation, funnel building, or integration help beyond editing conversations, you can explore expert services and tutorials at Consultevo, which focuses on advanced marketing operations and CRM workflows.

Conclusion: Managing Conversations Efficiently in GoHighLevel

The Edit Conversation workflow action gives you precise control over how each message appears in a contact’s history inside GoHighLevel. By choosing whether to add, update, or delete messages and carefully testing your workflows, you can ensure every conversation presents the right information at the right time, without manual edits.

Use this capability thoughtfully to keep your GoHighLevel communications clear, accurate, and aligned with your overall automation strategy.

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