AI setup

GoHighLevel Voice AI & Conversation AI Setup

Our GoHighLevel Voice AI setup service configures Voice AI and Conversation AI agents that answer calls and messages, qualify leads, book into your calendar, update the CRM and hand off to a human when they should. For businesses and agencies missing calls after hours. Fixed scope, fixed price, tested with real transcripts, typically live in 5 to 10 business days.

  • Fixed scope, quoted in writing
  • Tested with real call and chat transcripts
  • Human handoff rules in every agent
Illustration of a tested Voice AI agent: it answers, qualifies, books into the calendar and hands off to a human when it should.

Independent specialists. Not affiliated with HighLevel Inc. Typical reply within 1 business day.

01Deliverables

What's included

  • Use-case definition and guardrails

    A written brief for each agent: what it handles, what it must never say or promise, which questions trigger a handoff to a person, business hours and languages, and how it identifies itself as an AI. You approve this before any prompt is written.

  • Voice AI agent configuration

    A Voice AI agent built in your HighLevel account with the prompt, voice, greeting, phone number routing, business-hours behavior, call transfer rules and post-call actions configured, so after-hours and overflow calls are answered and recorded as contacts rather than lost.

  • Conversation AI for SMS, chat and social

    Conversation AI set up across the channels you use, such as SMS, website chat, Facebook Messenger and Instagram DMs, with the right mode for each (suggest replies or auto-pilot), intents mapped to outcomes, and a clear path to a human when the AI reaches its limits.

  • Knowledge base and prompt engineering

    Your services, pricing policy, service area, FAQs and objection handling written into a knowledge base and prompt that the agent actually follows, iterated against test conversations until answers are accurate, on-brand and short.

  • Calendar booking and CRM actions

    The agent books into the correct HighLevel calendar with the right availability, collects the fields your team needs, and writes them to custom fields, tags and the pipeline stage, so a booked call from the AI looks exactly like one booked by a person.

  • Workflow handoff and notifications

    Workflows that fire from AI outcomes: notify the owner on a hot lead, create a task when the AI could not answer, send the confirmation and reminder sequence after a booking, and re-engage contacts who dropped out mid-conversation.

  • Testing with real transcripts

    Scripted test calls and chats covering the normal paths, the edge cases and the attempts to trip the agent up, with transcripts reviewed line by line and the prompt adjusted until every scripted scenario ends correctly.

  • Usage cost model and monitoring

    HighLevel bills Voice AI and Conversation AI on usage. We set up usage visibility, estimate your monthly cost from expected call and message volume using HighLevel's published rates, and, for agencies, configure rebilling so AI usage is passed to clients with your markup.

  • Handover: walkthrough, prompt SOP and tuning guide

    A recorded walkthrough, an SOP for editing the knowledge base and prompt safely, a guide to reading transcripts and tuning the agent, and a 30-day window where anything in scope that misbehaves is fixed at no charge.

02Fit

Who this is for, and who it is not for

A good fit if

  • You miss calls after hours or during jobs and the voicemail rarely turns into a booking.
  • Your team answers the same questions by text and chat all day and wants the routine handled automatically.
  • You are an agency that wants to offer AI employee setup to clients and rebill the usage.
  • You already have GoHighLevel set up with working calendars and pipelines and want the AI layer added properly.

Not the right service if

  • Your calendars, pipelines or phone system are not set up yet. An AI agent that books into a broken calendar makes things worse, so do the setup first.
  • You want an AI that gives legal, medical or financial advice or quotes prices your team has not approved. The guardrails we write will not allow it, and we will say so on the call.
  • You need a custom AI application outside HighLevel's own Voice AI and Conversation AI features. That is scoped case by case as developer work.
  • You are not sure AI should answer your phone at all. A consulting call is the cheaper first step.

03Process

How it works

  1. 01

    Discovery and agent brief

    Days 1 to 2

    A call about the calls and messages you get, what a good outcome looks like, and what the AI must never do. You receive a written agent brief with guardrails, channels, scope and price, and approve it before configuration starts.

  2. 02

    Knowledge base and prompt

    Days 2 to 4

    Your services, policies, FAQs and objection handling are written into the knowledge base and prompt, with the calendar, fields and pipeline stage the agent will use agreed with your team.

  3. 03

    Configuration

    Days 4 to 6

    Voice AI and Conversation AI are configured in your account, connected to the phone number, channels, calendar and workflows, and switched on for internal test numbers only.

  4. 04

    Scripted testing and tuning

    Days 6 to 9

    Test calls and chats are run against the scenario list, transcripts are reviewed with you, and the prompt and handoff rules are adjusted until every scenario ends the right way.

  5. 05

    Go-live, monitoring and handover

    Day 10

    The agent goes live on real traffic with usage visibility on, we review the first week of transcripts with you, and hand over the walkthrough, prompt SOP and tuning guide.

04Packages

Packages and pricing

Every package is a fixed scope with a fixed price, quoted in writing before work starts. Extras are quoted the same way, never billed as surprise hours. Full detail on the pricing page.

  • Most booked

    Voice AI Agent

    One Voice AI agent on one phone number, booking into one calendar.

    Quoted in writingFixed price

    • Agent brief with guardrails and handoff rules
    • Prompt, voice, greeting and routing configured
    • Calendar booking and CRM field capture
    • Post-call workflows and notifications
    • Scripted testing, walkthrough and tuning guide

    Best for: Service businesses that miss calls and want them answered and booked.

    Get a written quote
  • Conversation AI Setup

    Conversation AI across SMS, web chat and up to two social channels.

    Quoted in writingFixed price

    • Agent brief per channel and mode
    • Knowledge base and intents mapped to outcomes
    • Booking, tagging and pipeline actions
    • Human handoff and task creation
    • Scripted testing and transcript review

    Best for: Teams buried in repetitive text and chat conversations.

    Get a written quote
  • AI Employee Rollout

    Voice AI and Conversation AI deployed across an agency's client sub-accounts.

    Quoted in writingFixed price per client after a process build

    • Reusable agent templates and knowledge base structure
    • Rebilling configured for AI usage
    • Per-client brief, configuration and testing
    • Client-facing onboarding doc under your brand
    • Monthly transcript review available on a support plan

    Best for: Agencies selling AI employee setup to their clients.

    Get a written quote

Voice AI vs Conversation AI: which to set up first

HighLevel's Voice AI answers phone calls: it speaks with the caller, collects information, books appointments and can transfer to a person. Conversation AI works in text channels such as SMS, website chat, email, Facebook Messenger and Instagram, either suggesting replies for your team or responding on its own. Both use the same account structure, calendars and workflows, which is why the account has to be in good shape before either is switched on.

Start with the channel where you lose the most business. For trades, clinics and home services that is usually the phone, so a Voice AI agent on after-hours and overflow calls comes first. For businesses that generate leads through ads and website chat, Conversation AI on SMS and chat usually pays back faster. Many clients end up with both, sharing one knowledge base.

  • Voice AI first when missed calls are the problem and callers expect to book or get an answer immediately.
  • Conversation AI first when leads arrive by text, chat or social and the follow-up is slow or inconsistent.
  • Both when you have the volume, sharing one knowledge base and one set of guardrails.
  • Either way, HighLevel bills AI on usage; current rates and plan inclusions are on HighLevel's pricing page.

AI employee setup for agencies: reselling AI across sub-accounts

For an agency, AI employee setup is a product, not a one-off configuration. The work is building a reusable agent template, a knowledge base structure that a client can fill in through an intake form, a standard set of handoff workflows, and a rebilling configuration so each client's AI usage is charged to them with your markup. Once that exists, each client rollout is a brief, a configuration and a test run rather than a fresh project.

We build that process alongside your SaaS mode or white-label setup, and we document it so your team can run rollouts without us. Where a client needs ongoing tuning, a monthly transcript review fits inside a support plan.

05Compare

Compared with DIY and freelancers

AI setup compared with switching it on yourself or hiring a marketplace freelancer
GHLSpecialist AI setupSwitch it on yourselfMarketplace freelancer
GuardrailsWritten brief: what the agent handles, refuses and hands offDefault prompt, discovered in productionVaries
CRM and calendar wiringFields, tags, pipeline stage and the right calendar, testedOften books into the wrong calendar or nowhereSometimes
TestingScripted scenarios with transcripts reviewed line by lineTested on real customersDepends on the person
Cost controlUsage visibility and an estimate from HighLevel's published ratesFirst bill is the estimateRarely discussed
PriceFixed, quoted in writing before work startsFree in cash, risky with customersHourly, scope often grows
DocumentationWalkthrough, prompt SOP and tuning guideNoneUsually none

06FAQ

Questions people ask before booking

GoHighLevel Voice AI is HighLevel's built-in AI phone agent. It answers inbound calls on a HighLevel phone number, holds a conversation using a prompt and knowledge base you configure, collects details, books appointments into a HighLevel calendar, updates the contact and can transfer the call to a person. It is billed by HighLevel on usage.

HighLevel charges for Voice AI and Conversation AI on usage, on top of your plan, and the rates change from time to time, so we do not quote them here. The current per-minute and per-message rates and any plan inclusions are listed on HighLevel's pricing page. Our setup fee is a separate fixed price quoted in writing; see the pricing page. Agencies can rebill AI usage to clients with a markup.

Voice AI handles phone calls; Conversation AI handles text channels such as SMS, web chat, email, Facebook Messenger and Instagram. Both are configured inside your HighLevel account, book into the same calendars and trigger the same workflows, and can share one knowledge base.

Yes. A properly configured agent books into the calendar you choose with the correct availability, writes the details it collected to custom fields and tags, moves the opportunity to the right pipeline stage and triggers your confirmation and reminder workflows. That wiring, and testing it, is most of the setup work.

Yes, if you want them to, and we recommend it. The agent brief sets how the agent introduces itself, and the guardrails cover what it may and may not say. Disclosure requirements vary by location, so we configure the greeting to your policy and your legal advice rather than deciding it for you.

Every agent we set up has handoff rules: transfer the call to a person during business hours, take a message and create a task after hours, or hand a text conversation to your inbox with the context attached. Those paths are part of the scripted testing, not an afterthought.

A single Voice AI agent or a Conversation AI setup typically takes 5 to 10 business days from the approved agent brief to go-live, including scripted testing. Agency rollouts are scheduled per client once the reusable process is built.

Yes. The AI Employee Rollout package builds a reusable agent template, intake form and rebilling configuration, then deploys per client under your brand. Ongoing transcript review and tuning fits inside a support plan.

Last reviewed: November 3, 2026. Updated when HighLevel changes the features described here.

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