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  • Getting Started
    • Connecting to GHL video
    • Custom Menu Link
    • $97 GHL Users - Direct Connection to the Subaccount
    • Connecting External GoHighLevel Sub-Accounts to Workspace via OAuth
  • Agency Dashboard
    • Agency Settings
    • Managing Subaccounts
  • Learning the Software - Beginner
    • 01. Knowledgebase
    • 02. Prompting
    • 03. Active Tag - Phone Numbers - Outbound Calling
    • 04. Calendar Booking - Tools - Extractions
    • 05. Custom Tools
  • Voice AI
    • Voice AI Assistant Setup
    • Phone Calls
    • Phone Numbers
    • Voice Widgets
  • Chat AI
    • Ai Chat Overview
    • Ai Replying Tag
    • AI Chat Widget (BETA)
  • Custom Tools
    • Custom Tools Overview
    • Creating a Custom Tool to Save User's Address
    • Custom Tool: Search the Web With Your AI Assistant
    • Custom Tool: Update Contact Information in GoHighLevel
    • Custom Tool: Submit a Support Ticket on Behalf of User
    • Custom Tool: Calculate Distance
    • Custom Tool: Send Conversation Summary to Your Clients
    • Custom Tool: Screenshot a Website
    • Custom Tool: Call the User from SMS Conversation with Context
    • Managing Tools in Assistant Builder
    • Custom Tool: Scrape Website and Understand the Return
    • Setting Up Multi-Calendar Booking with Custom Tools
  • How To
    • How to Send Links VIA Text Messages During Phone Calls
    • How to Create a RAG Custom Database (Voice AI, Chat AI, and Web Orbs)
    • How to Send Emails Upon Request in SMS and Live Chat Conversations
    • How To Connect Your AI to Google Sheets
  • Troubleshooting & Help
    • Common issues and solutions
    • Calendar Booking Debugging Guide
    • Optimizing AI Response Time and Queuing in Chat Assistants
    • OAuth Configuration
    • Building and Optimizing a Knowledge Base for AI Assistants
  • AI Prompting
    • Things to Add to Your Prompts to Improve Performance
    • Self-Selling Orb Demo
  1. Overview
  2. Getting Started

Getting Started

  • Connecting to GHL video

  • Custom Menu Link

  • $97 GHL Users - Direct Connection to the Subaccount

  • Connecting External GoHighLevel Sub-Accounts to Workspace via OAuth

    Background & Purpose This SOP outlines the process of connecting GoHighLevel sub-accounts that are outside of your primary agency account to your LeadIndicator.ai workspace. This is especially useful for agencies managing client accounts from other G ...

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