A HighLevel AI Agent That Looks After Every Client Account
An agency juggles many sub-accounts and a long list of small chores. Your agent walks through them, handles the routine ones and tells you what needs a person.
From $10/month 30 days free No credit card
What Your Agent Does In HighLevel
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Checks Each Sub-Account
Every Monday it opens each client’s pipeline and reports leads that arrived but never got a reply, grouped by client.
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Tags And Sorts Contacts
Give it a list of people who attended the webinar and it tags them, adds them to the right pipeline stage and notes where they came from.
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Drafts Client Updates
It writes a plain summary of the week for each client: new leads, booked appointments and conversations that need attention.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in HighLevel for you, with your own login, and reports back in the thread.
- Which clients have leads waiting more than a day for a response?
- Tag everyone from the spring webinar list and move them to Interested.
- Write this week’s update for the Sunrise Plumbing account.
Use HighLevel With Octopus Prime
- Open Settings › Connections, choose HighLevel and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in HighLevel for you without ever seeing your password.
- Choose which agents can use HighLevel: just yours, one project’s or the whole company’s. You approve what matters.
Questions About HighLevel And Your Agents
Can I keep clients separate from one another?
Yes. Connect each sub-account on its own and choose which agents may use it, so one client’s data stays with that client’s agent.
Will the agent message my clients’ customers?
Only if you let it. By default it writes drafts and holds any text or email for your OK.
Does my agent see my HighLevel password?
No. Your HighLevel login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect HighLevel, at any time in Settings.
More CRM And Sales Apps
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Apollo.io
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Attio
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Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In HighLevel. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
HighLevel is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
