Your business
Who can open this dashboard
Everyone signs in at with their own email and password. Owners can do everything, including this page. Staff see calls, chats, leads and bookings, but cannot change the team or the setup.
Add someone
Head office & branches
Loading…
Your clients
Each client owns its own account and data, and chooses how much you can do: run it for them, or see its figures only. Open one to work on it.
Loading…
Your brand
Your clients see your name, logo and colour instead of ours: on their dashboard and its sign-in page, inside the app in GoHighLevel, on their call and chat demo pages and on their shop chat. In each client's GoHighLevel account, the leads pipeline and appointments calendar are named after you too ("Your brand Leads", "… Appointments").
PNG works best, on a clear background. Up to 2 MB.
Send clients here, or link it from your website. It shows your brand before they sign in.
Have your clients sign in at an address of yours, like portal.youragency.com.au. Their sign-in page and every email link then use it.
At whoever runs your domain (where you bought it, or your DNS host), add this record:
| Type | Name | Points to |
|---|---|---|
| CNAME |
Changes can take up to an hour to show. We check it every 15 minutes, or press Check now.
Client usage
What each client used in a month, to bill them and to check our monthly invoice against.
Loading…
Set up your AI receptionist
We read your website, or your answers if you do not have one, and write everything your assistant needs to know. You check it before it goes live.
Do you have a website?Try your AI
Set up your assistant first, then come back here to chat with it and call it.
Talk to it
Call your assistant from this page, as a customer would. Allow the microphone when your browser asks.
Chat with it
Ask it what your customers ask. Nothing here is sent to anyone or saved as a lead.
Your assistant
The name it gives on calls and in chats.
Voice
Switch this off and it stops taking calls straight away. Your number stays yours.
Its voiceHow it says words
Heard a word said wrongly on a call? Fix it here. Put a space between the sounds.
One per line: the word = how it sounds. Up to 25. These win over the place names below.
See the Default list
One per line: Place name = how it is said. Empty the box to have none.
Changes apply from the next call. A call already going keeps saying it the old way, so ring again to hear the fix.
Website chat
Loading…
Changes show on your website and your chat demo page straight away.
Square works best. Up to 2 MB.
More colours
Every colour on the widget. The two above set several of these at once; a colour picked here wins.
Holidays and closures
Closed for Christmas, a public holiday or a week away? Add the dates. On those days your AI tells customers you are closed and the day you reopen, still takes their details, and only offers bookings from the day you are back.
The first and last day are both closed. Changes apply from the next call.
Everyone who has been in touch, newest first.