Ask AI Assistant

Note: To generate personalized or branded content, configure your Brand Voice in Marketing > Branded Content > Brand Voice before using Ask AI for content tasks.

Agency Admins

Full access — Agency and Sub-account views

Agency Users

Full access — Agency and Sub-account views

Sub-account Admins

Available on the Pay per Use, $50 AI Growth & $97 AI Employee Plans

Sub-account Users

Available on the Pay per Use, $50 AI Growth & $97 AI Employee Plans

Branded Content Generation

Generate on-brand content using your Brand Voice settings for emails, social posts, ads, blogs, and campaigns.

“Write a Facebook ad post using my brand voice.”

“Draft a promotional email for our summer sale.”

Image Generation & Editing

Generate and edit images for campaigns, websites, emails, and social posts directly inside HighLevel.

“Generate a hero image for a dental practice landing page.”

“Edit this image to add a darker background.”

CRM Actions & Data Retrieval

Create, update, search, and manage CRM records using plain-language requests across contacts, opportunities, pipelines, calendars, and more.

“Create a contact named Jane Smith with email jane@example.com.”

“Show me all open opportunities in the Sales pipeline.”

Bulk Actions

Execute mass updates across contacts, send bulk SMS, or bulk email to entire lists.

“Send a follow-up SMS to all contacts tagged Webinar-July.”

“Tag all contacts from last month's campaign as Q3-Lead.”

Blog & Content Writing

Draft, write, and publish blog posts with AI assistance, including SEO optimization and structured formatting.

“Write a 1,000-word blog post on the benefits of SMS marketing.”

“Generate 5 blog post title ideas for a real estate agency.”

Funnel Creation Agent

Create funnels through a guided AI experience using business details, templates, and brand personalization.

“Generate a lead magnet funnel for a coaching business.”

“Create an appointment funnel for a dental practice.”

Contact Summary Agent

Summarize contact records — including communications, payments, appointments, and tasks — without reviewing multiple tabs.

“Summarize this contact's history.”

“What should I know before following up with this lead?”

AI Agent Management

Create, configure, and manage Conversation AI chat agents and Voice AI phone agents directly from Ask AI.

“Create a new AI chat agent for my dental practice.”

“Set up a voice agent for appointment booking calls.”

Support & Knowledge Base Search

Search HighLevel's help content and get guided answers to platform questions, troubleshooting, and feature how-tos.

“How do I set up A2P registration?”

“Why isn't my email domain verified?”

Ad Campaign Management

Create, list, and review campaign performance across Google, Facebook, and LinkedIn ad platforms.

“Show me my top-performing Google campaigns.”

“Create a new Facebook lead generation campaign.”

Scheduling & Automation

Schedule tasks to run at a future time or on a recurring schedule from within Ask AI chat.

“Send me a contacts report every Monday at 9am.”

“Remind me to follow up with this contact in 3 days.”

Contacts

Search, create, update, and delete contacts; manage tags, tasks, notes, followers, campaign assignments, workflow enrollments, and business associations

Conversations

Create conversations, send and schedule messages, cancel scheduled messages, add inbound messages, and log outbound calls

Opportunities & Pipelines

Create and search opportunities, update stages and values, create and retrieve pipelines

Businesses

Create, update, delete, and retrieve business records

Companies

Retrieve company information

Associations

Create and delete associations and relations between entities

Custom Objects

Create custom object schemas and manage records

Emails

Create and delete email templates, retrieve campaigns, manage bulk email campaigns

Bulk Actions

Send bulk SMS and bulk email to contact lists

SMS Campaign Onboarding

Guided flow to write, target, and send or schedule your first SMS campaign

Blogs

Create blog sites and posts, manage authors and categories, AI-assisted drafting and editing

Social Planner

Connect and manage Facebook, Instagram, LinkedIn, and TikTok accounts; schedule and publish social posts

Ad Manager

List ad campaigns, review cross-platform performance, create Google Search/Demand Gen, LinkedIn Lead Gen/Website Visits, and Facebook campaigns

Forms

Retrieve forms and submissions, upload files to custom fields

Surveys

Retrieve surveys and submissions

Trigger Links

Create, search, update, and delete trigger links

Documents & Proposals

List templates and documents, send documents to contacts

Funnels

Fetch funnels and funnel pages, create and manage redirects

Media Library

Upload, organize, trash, and delete files and folders; manage Google Drive as a media storage source

Calendars

Connect Google Calendar (OAuth, 2-way sync), create/update/delete calendars, appointments, block slots, calendar groups, and schedules

Invoices

Create invoices, schedules, and estimates; manage auto-payment and invoice cancellation

Payments

Connect Stripe, create coupons, set up integration providers, manage order fulfillment

Products

Create, update, and bulk-edit products and prices; manage product collections and reviews

Store

Create and manage shipping carriers, zones, rates, and store settings

Courses / Memberships

Create course products, categories, posts/lessons, quizzes, assignments, and offers

Conversation AI

Onboard, create, update, and delete AI chat agents; manage agent actions and dashboards

Voice AI

Onboard, create, update, and delete Retell voice agents; manage call logs and agent actions

Agent Studio

List, retrieve, and execute AI agents

Workflows

Retrieve and list existing workflows (read-only — see Limitations)

Campaigns

Retrieve and list existing campaigns (read-only — see Limitations)

Reputation

Connect Google for reviews, create AI review agents, manage review request settings and email templates

Phone System

Search and purchase phone numbers, manage number pools, create and manage WhatsApp templates and flows

A2P Registration

Full A2P Trust Center registration workflow, brand submission, TCR polling, and resubmission on rejection

Phone Regulatory

Manage regulatory bundles and addresses, upload supporting documents, check bundle approval status

Reporting / Dashboards

Fetch full dashboard data and per-widget metric values

Custom Fields

Create, update, and delete custom fields and folders using natural-language requests. Ask AI can identify custom fields by name, so you do not need to provide a Field ID. It supports custom fields for Contacts and Opportunities, as well as Custom Object fields.

Custom Menus

Create, update, delete, and retrieve custom menu links

Knowledge Base

Create and delete knowledge bases, manage FAQs and trained pages

Brand Boards

Create, update, and delete brand boards and brand voices

Users

Create, delete, filter, and retrieve user records

Sub-Accounts / Locations

Create sub-accounts, manage tags and custom values

Snapshots

Get snapshots, create share links, track snapshot push history

SaaS

Create and update plans, manage subscriptions, wallet, and rebilling

Email Domains

Add sending domains, retrieve DNS records, verify domain configuration

Email Verification

LC Email verification

Google Integration

Check Google OAuth connection status for Calendar, Gmail, Drive, and Ads

Facebook Leads

Connect Facebook, configure lead gen form field mappings, sync historical leads

Facebook Messenger / Instagram DMs

Connect pages, enable inbound messages to Conversations inbox

Marketplace

Discover relevant Marketplace apps from natural-language requests, retrieve installer details, manage wallet charges, and configure rebilling.

OAuth

Retrieve access tokens and location access tokens

Contacts & Pipeline Management

“Find all contacts tagged 'Hot Lead' added in the last 30 days.”

“Create a contact: Maria Lopez, maria@example.com, +1-555-9876.”

“Move all opportunities in 'Proposal Sent' that haven't been updated in 14 days to 'Stalled'.”

“Add a note to John Smith's contact: Interested in the Pro plan, follow up Friday.”

Content & Campaigns

“Write a promotional email for a Black Friday sale using my brand voice.”

“Generate 5 subject line options for a re-engagement campaign.”

“Draft a 3-part SMS nurture sequence for new leads.”

“Create a blog post titled 'Top 5 Reasons to Use Automated Follow-Ups'.”

Image Creation

“Generate a professional banner image for a real estate open house event.”

“Create a square social media image for a summer sale promotion using our brand colors.”

Calendars & Appointments

“Show me all appointments scheduled for tomorrow.”

“Block off Friday afternoon on the main team calendar.”

“Create a new appointment calendar called Discovery Calls.”

Reporting & Insights

“Pull my dashboard metrics for this month.”

“How many opportunities were closed-won last week?”

“Show me the performance of my Google ad campaigns.”

Phone & Compliance

“Walk me through registering for A2P messaging.”

“Search for available phone numbers in the 512 area code.”

“Create a WhatsApp message template for appointment reminders.”

AI Agent Setup

“Create a new Conversation AI agent for my law firm's intake process.”

“Set up a Voice AI agent to handle inbound appointment booking calls.”

“Update my chat agent's greeting message.”

Platform Administration

“Create a new sub-account for Acme Roofing.”

“Add a user with admin access: jsmith@example.com.”

“Show me all active snapshots available for my agency.”

“Verify the DNS setup for our new email sending domain.”

Marketplace Discovery

“Find an IDX integration for real estate.” “Show me Marketplace apps for lead generation.”

Workflows

Read-only — Ask AI can retrieve and list workflows but cannot create, build, or edit workflow steps and actions

Campaigns

Read-only — Ask AI can list campaigns but cannot create or edit them

Affiliate Manager

Not yet connected — no visibility or control

Listings / Yext

Not yet connected — cannot manage business listing syncs

Chat Widget

No standalone configuration — cannot deploy or configure chat widgets directly

Website Builder (Sites)

No direct access — only Funnels are available; the full Sites/Website builder is not connected

Raw Call & SMS Logs

Not directly accessible — call and message data surfaces only through the Reporting dashboard

Automation Execution History

Cannot drill into individual workflow run/execution logs

IVR / Call Routing

Can purchase phone numbers but cannot configure call routing trees or IVR menus