Setup in 10 minutes

How-to guides

• How to stop chasing unpaid invoices in GoHighLevel: Automate polite invoice reminders in GoHighLevel with built-in Reminder Settings or an Invoice workflow that stops the moment the customer pays.
• How to set up missed-call text-back in GoHighLevel: Send an automatic text when you miss a call in GoHighLevel. The quick built-in setting, or a Call Details workflow with a wait, re-entry and an AI follow-up.

AI Inbox Triage

Sorts every email and message, drafts replies and alerts you to urgent ones.

When it runs: A new email or web message arrives in Conversations.

1. Install the snapshot into your sub-account.
2. Check your business email shows in Conversations.
3. Add your FAQs, hours and prices to the Inbox Assistant knowledge base.
4. Fill in Business Name and Owner Mobile in Custom Values.
5. Publish the Inbox Triage workflow.
6. Send yourself three test emails and check the tags.

Open the full AI Inbox Triage page

AI Booking Requests

Replies to booking enquiries in under a minute and books them into your calendar.

When it runs: A booking enquiry arrives by email, SMS, chat or social DM, or an appointment status changes.

1. Install the snapshot.
2. Set your hours and appointment length in the Bookings calendar.
3. Add your services to the Booking Assistant knowledge base and switch on your channels.
4. Publish the two booking workflows.
5. Text your business asking to book and follow it through.

Open the full AI Booking Requests page

AI Lead Replies

Every new lead gets a personal reply in under 60 seconds and is qualified for you.

When it runs: A form, Facebook lead form or tagged sales enquiry comes in.

1. Install the snapshot.
2. Add your booking link and good-fit budget in Custom Values.
3. Pick your form or Facebook lead form as the trigger.
4. Add your services to the Lead Qualifier knowledge base.
5. Publish and submit a test lead.

Open the full AI Lead Replies page

AI Invoice Chasing

Chases unpaid invoices politely and automatically, then stops the moment they pay.

When it runs: An invoice is sent from GHL Payments.

1. Install the snapshot.
2. Check Stripe is connected under Payments.
3. Add your sign-off and optional late-payment terms in Custom Values.
4. Review the four messages and publish.
5. Send yourself a £1 test invoice, then pay it.

Open the full AI Invoice Chasing page

Missed-Call Text-Back and Reviews

Texts every missed caller within a minute, books them, then asks happy customers for a review.

When it runs: An inbound call is missed, or a job is marked done.

1. Install the snapshot.
2. Check your GHL phone number is set up.
3. Connect your Google Business Profile under Reputation.
4. Add your FAQs to the Front Desk knowledge base.
5. Publish both workflows and test with a missed call.

Open the full Missed-Call Text-Back and Reviews page