Generate Prospects with GoHighLevel

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How to Generate Prospects by AI in GoHighLevel

In this guide, you will learn step by step how to use AI inside GoHighLevel to generate prospects, starting from your existing data and workflows. Although ClickUp is a popular project management tool, this tutorial focuses exclusively on configuring and using GoHighLevel to discover new opportunities directly from your account.

This walkthrough is based on the official help documentation and is designed for agencies, marketers, and business owners who want to activate AI prospecting in a structured, repeatable way.

What You Need Before Using GoHighLevel AI Prospecting

Before you start generating prospects by AI in GoHighLevel, make sure you have the following in place:

  • An active GoHighLevel account with access to the Agency or Location where you want to enable AI prospecting.
  • Correct user permissions to view and edit the features referenced in this guide.
  • Basic familiarity with the GoHighLevel dashboard, menus, and navigation.
  • At least one existing account or pipeline where AI-generated prospects will be created and tracked.

Once these are ready, you can move into the actual configuration and usage steps to let AI suggest and create new prospects for your business.

Step 1: Access the AI Prospecting Tools in GoHighLevel

The first step is to navigate to the area of GoHighLevel where AI prospecting features are available. The exact menu labels may evolve over time, but the process generally follows this structure:

  1. Log in to your GoHighLevel account using your valid credentials.

  2. Select the correct Location or Agency view where you want AI to generate new prospects.

  3. From the left-hand navigation, open the section that contains AI or automation tools dedicated to prospecting or pipeline generation.

  4. Look for an option labeled similarly to “Generate Prospects by AI” or “AI Prospecting” and click to open its configuration area.

After you have accessed the AI prospecting module, you can configure how AI identifies and creates prospects using your selected data sources and rules.

Step 2: Configure AI Prospecting Settings in GoHighLevel

To get reliable results, you need to configure the AI prospecting settings carefully so that GoHighLevel understands who your ideal prospects are and how they should be added to your system.

Define Your Prospect Criteria in GoHighLevel

Begin by clearly defining which contacts or companies qualify as prospects:

  • Choose the type of lead or account that AI should look for.
  • Set filters such as location, industry, or other relevant fields available in GoHighLevel.
  • Specify pipeline or opportunity stages where new AI prospects should be added.
  • Decide whether AI should create new contacts, update existing ones, or both.

The better you define these criteria, the more accurately the AI module in GoHighLevel can generate high-quality prospects that fit your target profile.

Set Data Sources for GoHighLevel AI Prospecting

Next, indicate which data sources AI should use when generating prospects:

  • Select internal data such as existing contacts, opportunities, and historical activities.
  • Enable any supported enrichment or lookup features that help AI qualify leads.
  • Configure how external signals (if enabled in your plan) influence AI scoring and creation of prospects.

These sources allow GoHighLevel to analyze patterns and suggest likely prospects based on past performance and defined rules.

Step 3: Choose Automation and Workflow Behavior in GoHighLevel

AI prospecting becomes powerful when combined with automated workflows. Within the AI prospecting configuration area, you can usually define how newly generated prospects should be handled.

Attach Workflows to AI Prospects in GoHighLevel

Use the workflow or automation builder inside GoHighLevel to connect AI prospects to specific sequences:

  • Trigger welcome or nurture campaigns when a new AI prospect is created.
  • Move prospects into a pre-defined sales pipeline or stage automatically.
  • Assign owners or teams based on rules such as territory or service line.
  • Notify team members via email, SMS, or internal notifications when a new AI prospect arrives.

By pairing AI-generated prospects with workflows, GoHighLevel helps you respond quickly while keeping your sales process consistent.

Set Safety and Review Controls in GoHighLevel

To maintain quality, you may want to approve AI prospects before they enter live campaigns:

  • Enable a manual review step where a user must approve or reject suggested prospects.
  • Limit the number of AI-generated prospects created per day or per week.
  • Define thresholds for AI confidence or matching scores before a prospect is added to your pipeline.

These controls ensure that GoHighLevel AI prospecting enhances, rather than overwhelms, your existing processes.

Step 4: Run AI Prospect Generation in GoHighLevel

Once your settings are configured, you can begin generating prospects by AI. The exact placement of the action button may vary, but generally the steps are:

  1. Review all AI prospecting criteria and data sources configured in your GoHighLevel account.

  2. Locate and click the button or toggle to start AI prospect generation.

  3. Monitor the process as GoHighLevel evaluates your data and suggests or creates new prospects.

  4. Approve or refine generated prospects if you have enabled manual review.

During the first runs, it is a good idea to generate a smaller number of prospects so you can validate the quality and adjust your rules if necessary.

Step 5: Review, Track, and Optimize AI Prospects in GoHighLevel

After AI has generated prospects, you should review how they perform in your pipelines and campaigns. This helps you refine your settings and improve outcomes over time.

Analyze Prospect Performance in GoHighLevel

Use built-in reporting and dashboards to monitor AI-driven results:

  • Track conversion rates of AI prospects through each stage of your sales pipeline.
  • Compare performance between AI-generated prospects and traditionally sourced leads.
  • Identify which filters or segments produce the best results.
  • Spot any patterns where AI prospects are consistently underperforming or dropping off.

These insights help you fine-tune the AI prospecting configuration inside GoHighLevel so it continuously gets better at identifying valuable opportunities.

Refine Settings for Better GoHighLevel AI Output

Based on your analysis, revisit your AI prospecting settings:

  • Adjust filters, criteria, or scoring thresholds for higher quality prospects.
  • Update workflows so that AI prospects receive more relevant messaging.
  • Change limits on daily or weekly prospect volume to match team capacity.
  • Iterate on data sources or fields that AI uses when creating prospects.

Consistent review and optimization allow GoHighLevel to become a reliable part of your prospecting and lead-generation engine.

Additional Resources for Using GoHighLevel AI Prospecting

For more detailed, visual instructions directly from the platform provider, you can refer to the official help documentation:

If you need strategic support setting up systems around your CRM, marketing automation, or AI workflows, you may also explore specialized consulting services:

By following the configuration steps, connecting AI outputs to workflows, and reviewing your results regularly, you can turn GoHighLevel into a scalable prospecting engine that continuously feeds your pipeline with AI-identified opportunities.

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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