Import Sub-Accounts and Install Custom Menu Link

Background & Purpose

Import sub-accounts into your GoHighLevel-connected workspace and install a custom menu link to display your AI Portal inside each sub-account. This ensures seamless integration and accessibility of your portal for clients, with automation and visibility at scale.

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Step-by-Step Instructions

1. Import Sub-Accounts to Workspace

• Go to your LeadIndicator workspace

• Click Import Installed to fetch all sub-accounts linked to your GoHighLevel connection

• Choose to:

  • Select specific sub-accounts to import

  • Select all to import all sub-accounts

• ⚠️ If you are on a limited plan (e.g., 3 sub-accounts), avoid importing more than your limit — archive extras as needed

2. Copy Your Custom Menu Link (Option 2)

• In your workspace, click Custom Menu Link

• Copy the unique URL generated for your agency and workspace

• This link allows the AI Portal to be displayed in each sub-account

3. Add Custom Menu Link in GoHighLevel

• In GoHighLevel, switch to Agency View

• Navigate to: Settings > Custom Menu

• Click Create (if one isn’t already there)

• Paste the exact custom menu link (leave variables untouched — system auto-configures per sub-account)

• Keep it as an iframe

• Name it (e.g., "AI Portal", "AI Builder" — your choice)

• Set visibility:

  • Do not show on Agency Sidebar 

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    • Do show on all sub-accounts or select specific ones

    • Use role-based visibility if needed

     

4. Allow Microphone Access (Recommended)

• Enable microphone access for the AI Portal

• This allows testing of voice agents via the embedded Voice Lab

• Skipping this may cause errors during voice tests

5. Save and Confirm Setup

• Click Save

• Navigate to any sub-account

• Scroll to the sidebar — you should see the new AI Portal menu item

• Click it to verify it opens your portal for that sub-account

• New sub-accounts will:

  • Auto-create in your workspace

  • Sync via OAuth

  • Display the AI Portal per location

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FAQs

Q: Can I import all sub-accounts at once?
A: Yes, but make sure you’re not exceeding your plan’s sub-account limit.

Q: What if I paste the custom menu link without the variable?
A: Don’t remove or replace the variable — the system configures it dynamically.

Q: Do I need to configure the link for each sub-account?
A: No, one setup handles all sub-accounts automatically.

Q: What happens when someone clicks the custom menu link?
A: It creates, links, and syncs the sub-account in your workspace.

Q: Why is microphone access needed?
A: It's required to test voice agents using the built-in Voice Lab.