AI Employee

It would be good to be able to combine the Voice AI and Conversation (text) together on one app that can be placed as a widget on a website just like the Chat Bot widget is now. Give an option to either talk to an agent or text with an agent.

It would be great to enable/disable AI Employee as a SaaS plan feature rather than have to go into agency or sub-account settings to do so. If chosen as a SaaS feature, it would automatically enable it and set as bill to agency so the cost could be included by the agency in the SaaS plan.

We tried a lot using prompt or additional instruction to let the AI answer in point form, which is shown in screenshot 3, and it always not working, then we checked the "AI Response Info", we found that the Original Answer composed by AI is exactly what we want, you can see the 1st screenshot, but when the AI answered in the chatbot, it is modified, I think this is done by GHL system, please check the 2nd screenshot. Can we just let the AI ChatBot reply to what the original AI answer is?

Build an AI-powered CRM Executive Assistant inside GoHighLevel that connects CRM data (contacts, opportunities, pipeline, calendar, tasks) with an AI layer (OpenAI or Claude) and delivers insights via WhatsApp. The system must support: Daily automated executive CRM reports (8:00 AM) Weekly executive reports (Monday 8:00 AM) On-demand WhatsApp commands AI-powered lead intelligence summaries Calendar + pipeline + CRM analysis Strict security (only owner WhatsApp number allowed) 🎯 Primary Goal Enable the business owner to interact with GoHighLevel CRM using WhatsApp like: “Daily report” “Show me John Smith” “What appointments do I have today?” “Who are my hottest leads?” “What’s happening in my CRM?” The AI must respond using live CRM data + structured executive summaries. ⚙️ SYSTEM REQUIREMENTS GoHighLevel Workflow Requirements Workflow A: WhatsApp AI Gateway Trigger: Incoming WhatsApp message Steps: Verify sender phone = authorized owner number Send message to webhook (AI backend) Return AI response to WhatsApp Log request + response Workflow B: Daily CRM Report (8:00 AM) Trigger: Scheduled daily 8:00 AM Actions: Fetch CRM data: Contacts Opportunities Appointments (today + week) Tasks due today New leads (24h) Send data to AI engine Output formatted executive report to WhatsApp Workflow C: Weekly Executive Report (Monday 8:00 AM) Trigger: Weekly schedule Include: Leads generated Appointments booked Deals won/lost Conversion rate Pipeline breakdown Revenue summary AI insights + recommendations Workflow D: CRM Health Monitor (Optional but recommended) Trigger: Every 4–6 hours Detect: Stale leads (>7 days no activity) Stuck opportunities Missed follow-ups No-show appointments 🔌 2. GoHighLevel API Requirements Must integrate with: Contacts API GET /contacts GET /contacts/search Used for: Lead counts Lead lookup Lead source tracking Opportunities API GET /opportunities GET /opportunities/search Used for: Pipeline stage analysis Revenue forecasting Won/lost tracking Calendar API GET /calendars/events Used for: Daily schedule Weekly schedule Appointment tracking Tasks API GET /tasks Used for: Tasks due today Overdue tasks 🧠 3. AI ENGINE REQUIREMENTS AI Provider: OpenAI GPT-4.1 or Claude Sonnet AI Responsibilities: The AI must: Interpret natural language WhatsApp messages Classify intent: DAILY_REPORT LEAD_LOOKUP PIPELINE_ANALYSIS CALENDAR_QUERY TASK_QUERY GENERAL_CRM_QUERY Query CRM data via API Summarize results into executive format Never hallucinate missing CRM data AI System Prompt: Must behave as “CRM Executive Assistant” Must be concise Must be structured Must prioritize revenue, urgency, and follow-ups Must maintain conversation context 👤 4. WHATSAPP REQUIREMENTS Channel: GoHighLevel WhatsApp OR Twilio WhatsApp API Rules: Only respond to ONE authorized phone number Ignore all other numbers Maintain conversation context per user Support follow-up questions Example Commands: “Daily Report” “Lead Report” “Appointments” “Tell me about John Smith” “Who are my hottest leads?” “What needs follow-up?” 📊 5. RESPONSE FORMAT REQUIREMENTS All AI outputs must follow: Executive Format: Clean headings Bullet points No long paragraphs Focus on KPIs + actions Example Output: 📊 DAILY CRM REPORT Contacts: 2,814 New Leads (24h): 22 Appointments Today: 7 Pipeline Value: $148,000 ⚠️ RISKS: 6 leads inactive > 5 days 2 deals stuck in proposal stage 🚀 ACTIONS: Follow up John Smith today Review stalled pipeline deals 👤 6. LEAD INTELLIGENCE FEATURE When user asks: “Tell me about John Smith” System must return: Contact details Lead source Pipeline stage Opportunity value Notes summary Appointment history Tasks Last communication AI close probability Recommended next action 🔐 7. SECURITY REQUIREMENTS Only allow one authorized WhatsApp number Reject all other requests Log all activity: phone number request response timestamp 🧾 8. LOGGING REQUIREMENTS Store: Message received AI intent classification CRM API calls AI response Errors Execution time ⚠️ 9. ERROR HANDLING No Data Found: “No matching record found in CRM.” API Failure: “CRM temporarily unavailable, retrying...” Unauthorized User: Ignore request silently + log 🧱 10. CONVERSATION MEMORY System must store: Phone number Last queries Lead references Context of conversation Enable follow-ups like: “What about him?” “Show more details” “And his tasks?” 🚀 11. DELIVERABLES Developer must provide: GoHighLevel workflow setup Webhook AI middleware (Node.js or Python) OpenAI/Claude prompt system WhatsApp integration setup CRM API integration Logging database structure Security layer implementation Testing guide 🧩 OPTIONAL (BONUS FEATURES) Lead scoring AI Revenue forecasting “Hottest leads” ranking Missed opportunity alerts Voice note WhatsApp replies Deal closing recommendations

BYOK Feature for Ai employees Conversations ai,reviews etc.. as most of us already use Many LLM's or Would want to Use a Free Local one, it should be a CHOICE to upgrade with YOUR Ai Employee to Reduce the Costs overall, than an fixed feature

Ability to download AI employee reports form the dashboard, as well as bulk download conversation data(time, transcripts, summaries etc.). This is needed for processing, analysis, generating custom reports and so on.

Separate the options for the AI Employee to stop when I send a message from when a workflow is activated. For example, I want it to stop when I intervene in the conversation, but not when a workflow for sending images is activated.

This promotion bundles two structurally different offers into a single opt-in flow with no way to separate them: AI Assistants (Ask AI, AI Studio, Workflow AI, Forms AI, Email AI, Funnel AI): Free through August 31st, no billing trigger AI Agents (Conversations AI, Voice AI, Reviews AI, Content AI): 30-day free trial with a billing trigger at the end In Step 2 of the opt-in wizard, the only options are "No thanks, I don't want 60 days free" or "Yes - I want 60 days free AI." There is no option to activate the free AI Assistants without also starting the AI Agents trial clock. These are different products with different billing consequences and they need separate opt-in paths. The Growth Plan Makes No Sense for Agency Owners The $50/mo AI Employee Growth plan has a fixed price with no markup ability for white-label agency owners. There is no business case to promote or recommend a product I cannot make margin on. If the intent is for agency owners to drive Growth plan adoption, the current structure makes that a non-starter. Agency Owners Are Forced to Micromanage Every Subaccount White-label agency owners are the only ones who can opt subaccounts into this promotion. Clients cannot self-opt. That means I have to manually evaluate and activate this offer across 60+ accounts individually, while simultaneously navigating the bundled opt-in problem and the billing risk on the Growth plan. The operational burden this creates is the direct result of a structural design problem, not a workflow issue on my end. What Needs to Change Add a path in the opt-in wizard to activate free AI Assistants without triggering the AI Agents trial. Make the AI Agents trial a separate, independent opt-in that can be enabled per-subaccount on demand. Make the AI Employee Growth plan resellable with agency-controlled pricing, or remove it from the agency opt-in flow entirely.

It would make sense for the AI-Employee to function seamlessly across the entire GoHighLevel system. For example: • If a customer books an appointment via the Chat Widget, and later writes on WhatsApp, the AI-Employee should recognize the customer, know about the booked appointment, and continue the conversation contextually. • The AI should have cross-platform intelligence, meaning it can access and consolidate all customer data, interactions, and activities regardless of the communication channel. This ensures a smoother, smarter, and more unified customer experience.

We’d love to see this added to your roadmap. After a call or new opportunity is created, the system should be able to review the notes, call transcription, and overall context—and then take action automatically: Create custom follow-up tasks based on what was discussed (next steps, urgency, objections, etc.) Start a drip follow-up sequence (email + SMS) that actually reflects the conversation, not just a generic template Adjust messaging based on the lead’s situation, case type, and level of interest Update or trigger additional follow-up if there’s no response or new activity The goal here is to make follow-up feel more personalized and consistent without relying on the team to manually build everything every time. This would have a big impact on conversion and make sure opportunities don’t fall through the cracks. Happy to share more examples if helpful. Thanks – Philip