What Your AI Assistant Can Do

Once your AI assistant is connected (see Connect MCP), you can run most of your account by chat. This page lists what you can ask for, area by area.

Before you let it act#

Reading is always safe. Changing things is real: texts reach real people, numbers cost money and deletes cannot be undone. Three levels of protection apply.

Always shows a preview, then waits for your yes#

• Changes to a voice agent: you see the exact differences first, then approve. See Managing voice agents by chat.
• Scheduling a text for later, and sending an email to a contact.
• Moving, cancelling, approving or rejecting an appointment, and changing calendar settings, hours, default calendar or who can edit a calendar.
• Changing how incoming calls are answered, for one number or for all of them, and changing what a number is used for.
• Starting a voice campaign or deleting one.
• Turning on "Text if missed" or "Reset daily" for a power list.
• Turning spam protection on or off for a number (it is billed per number per month).
• Giving a number back to Twilio. This cannot be undone, and you must also type the number's last four digits yourself.
• Linking a number to a texting registration, choosing the chatbot that answers its texts and changing the daily calls-per-number limit.
• Deleting an AI text agent, and changing its mode.
• Cancelling a callback, marking a missed callback as reviewed and deleting a transfer contact.
• Removing a contact from a pipeline board and deleting a Meta conversion.
• Sending an internal team chat message.
• Launching an ad campaign: your assistant first gets a summary of the accounts, budget per day and where the ad goes. The launch only works with an approval code from that summary, valid for 30 minutes.

Your assistant is told to ask first#

• Buying phone numbers. It must ask for country, area code and type, let you pick, show the price of each number separately and say "Nothing is purchased yet" until you confirm.
• Sending a text from the inbox, booking an appointment and creating or changing an agent.
• Creating or activating ads. New campaigns on the ad platforms are created paused and only go live after you confirm.
• Deleting a lead form, replacing its key or removing your email domain. A new lead form key stops the old one working at once.

No built-in pause: ask for a dry run#

• Placing an AI call to a real number.
• Deleting a power list (and its contacts), contacts in bulk, a workflow, a voice agent, a user, a disposition or a tag.
• Bulk actions, imports and resetting a list back to new.
• Turning a workflow on, since workflows can text and call real people.

What you can do, by area#

Contacts and PowerLists#

• Find, view, add and update contacts. Open a contact's full timeline and add notes.
• Create, change, duplicate and delete PowerLists, change their settings and reset a list so every contact is new again.
• Import contacts from a CSV or Excel file into a list, map the columns and say whether the contacts gave consent. Export a list as CSV, Excel or PDF.
• Tag and untag contacts one by one or in bulk, and manage your tags and who can use them.
• Create and organise custom contact fields, and choose which fields reps see on a contact.
• Manage dispositions and what happens after each one.

Learn more: PowerLists, Contacts, Import contacts, Bulk actions, Dispositions.

Dialer#

• Check today's dials, connects, talk time and appointments, for you or your team (what you see depends on your role).
• Create, complete, update and cancel callbacks, and review missed callbacks.
• Set up automations that run after a disposition, such as a text after a voicemail or an appointment confirmation.
• Turn "Text if missed" and "Reset daily" on or off for a list.
• Set up live-transfer lines: who rings, in what order, what happens if nobody answers, and a report of who got each transfer.
• Build voice campaigns and their speed-dial lists, start or pause them and read their reports.
• Create and edit SMS templates and voice templates.
• Check your setup checklist to see what is done and what is next.

Learn more: Dialer automations, Transfer lines, Voice campaigns, Run your dialer by chat.

AI voice agents#

• List your agents and read their full setup, including the active prompt.
• Create an agent with sensible defaults, then configure it step by step.
• Change the prompt, welcome message, voice and language, and call handling such as redial, voicemail, memory, maximum call length and silence.
• Set transfers, calendar booking, post-call actions, integrations, a webhook and compliance settings.
• Choose which numbers an agent answers and calls from.
• See an agent's change history, compare versions and restore an earlier one. Save a change as a draft so callers never hear it until you activate it.
• Start a test session in the browser. It never dials a phone number.
• Place a real AI call to a number you choose.
• Review AI call history and the AI dashboard, and export call history.

Learn more: Managing voice agents by chat, Voice agent settings, AI call history.

Texting and the inbox#

• See your threads and unread counts, read a conversation and mark it read or unread.
• Send a text, schedule one for later (only inside the lead's legal texting hours) and cancel a scheduled text.
• Email a contact, star a thread and assign it to a teammate.
• Update a contact's pipeline stage, disposition, tags, notes, do-not-disturb setting and appointments from the thread.
• Schedule a workflow for a contact.
• Set up AI text agents. They start off. You can test one, switch it to suggest replies or to text on its own, pause it on one conversation and draft a reply.
• See who texts from each number, and give a rep their own texting line.
• Check your texting registration status and work through its steps.
• Send internal messages to your team in Team Chat.

Learn more: Texting and the inbox, Inbox, AI Texting, AI Memory, Texting lines, Texting registration.

Calendar and appointments#

• Create and edit calendars, set weekly hours, time off and one-day overrides, and choose who can view, edit or book on each.
• Look up open times and book an appointment.
• Move an appointment, or mark it confirmed, cancelled, completed or no-show.
• Approve or reject pending bookings.
• Connect a calendar to Google Calendar and manage its events.
• Choose the default calendar for new bookings.

Appointments on a GoHighLevel calendar are booked from the dialer disposition, not by chat.

Learn more: Calendar, Google Calendar.

Workflows#

• List, create, edit, duplicate, import, export and organise workflows into folders.
• Ask the built-in workflow builder to draft or change a workflow for you.
• Run a test for one contact, enroll or remove a contact, and see who is enrolled.
• Read execution logs to see what each run did.

Learn more: Workflows, Execution logs.

Phone numbers and spam protection#

• List your numbers and see what each is used for.
• Search for numbers and buy them from Twilio, or bring in numbers from your own Twilio account.
• Rename a number, set whether it is for calls, AI calls or texting, and choose its owner.
• Turn on spam protection, manage protected numbers and set when a number counts as flagged.
• Set the daily calls-per-number limit.
• Choose how each number answers incoming calls.
• Release a number you no longer need.

Learn more: Phone numbers, Caller ID and numbers, Incoming call routing, Spam protected numbers.

Pipeline#

• List, create, change and delete pipelines and their stages, and reorder stages.
• Move contacts between stages.
• Pull pipelines in from a connected GoHighLevel location.

Learn more: Pipeline, GoHighLevel pipeline sync.

Reports and analytics#

• Dashboard numbers such as leads, calls, pickup rate, speed to lead, appointment rate and transfers.
• Dialer leaderboards and texting dashboards.
• Call reports and text reports with filters, and CSV export.
• Usage and transaction history for billing, with CSV export. This is view-only.
• The activity log of who changed what.

Learn more: Asking about your data, Call reports, Usage history, Activity logs.

Marketing and lead capture#

• Create and manage website lead forms that send leads into a PowerList, and get the steps to connect your funnel.
• Use Ads Manager to draft a campaign, add ad groups and ads, upload creatives, preview a launch, then launch, pause, resume or copy it. See what a campaign's leads turned into.
• Work with your connected Meta, Google, TikTok, Snapchat and LinkedIn ad accounts: list campaigns, create new ones (paused), update ads and read results.
• Manage Meta conversion tracking.

Learn more: Ads Manager, Website lead forms, Meta Ads, Google Ads.

Team and settings#

• Add, update and remove users, build roles and permissions, and organise teams.
• View and update your own profile and see your active sessions.
• Update your business details and working hours.
• Adjust AI call settings: extra concurrent calls, calls per number and local presence.
• Set up your own email domain for sending lead emails and check its DNS records.
• See your connected GoHighLevel locations.
• Take Knowledge Hub lessons and mark them complete.

Learn more: Users, Business detail, Working hours, Email domain, Knowledge Hub.

Sales and marketing skills#

Your assistant also has nine built-in playbooks for scripts, follow-ups, offers, ads, campaigns and call review. They give guidance only. See Built-in skills.

What stays in the app#

These are done on the website, not by chat:

• Connecting or disconnecting your ad accounts. Do this in Settings.
• Turning AI Memory on. It needs the account owner's explicit acceptance in the app.
• Moving a number onto or off an AI agent's direct line. This changes the carrier setup.
• Recording a lead's "call me now" request. Your assistant can read these, but a person records them.
• Changing your subscription or payment methods. Billing is view-only by chat.
• The live rep dialing screen, where reps make and take calls.

If your assistant says it cannot do something, ask it for the closest safe alternative, or open the app.

Where to go next#