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GoHighLevel w/ Robb Bailey

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35 contributions to GoHighLevel w/ Robb Bailey
Need help ASAP | GHL Chatbot
Hi All, I am trying to make a summary of each GHL AI chatbot conversation after it ended so our client can see what type of questions get handled etc. Is there someone who has experience with this?
1 like • 8d
@Tim Zwart You can do this by adding a workflow trigger “Conversation Ended” in GHL, then use an action to save the chat transcript to a custom field or send it via email to the client. This gives a clear summary of questions handled without manually copying each conversation.
SMS on a trial
I’m am new here and starting my agency. Super grateful I found Robb and the team. I love the simplicity of this approach. I am starting my warm outreach this week hoping to get 1-2 trial clients so I can gather some social proof. Do we onboard free trial clients as if they are paying customers? Do we set up a phone number for them to do the texting, go through the A2P registration and all that? (I don’t really see another way to go about it). Just want to make sure I have my head wrapped around this before I start having conversations. Thank you!
1 like • 8d
@Steph M Welcome! 😊 Yes, treat free trial clients almost like paying ones so they see the full experience set up their phone number, complete A2P registration, and onboard them fully. This ensures they get results and gives you proper social proof for future clients.
Invoices
I’m sending monthly invoices to clients for the first time from GHL. It won’t let me send to the company name it’s wanting to send to an individual. Am I doing something wrong or does somebody know a work around? Sorry for such a basic question but I’m new to GHL and trying to get away for the holidays and don’t have time to research it.
0 likes • Dec '25
@Carolyn Green You’re not doing anything wrong 👍 In GHL, invoices can only be sent to contacts (individuals), not company records. The workaround is to create a contact using the company billing email (e.g. [email protected]) and send the invoice to that contact.
0 likes • Jan 3
@Carolyn Green Have you solve the problem or you still need help with it?
Need Help
What AI tools can i use for WhatsApp booking for clinics in my country and offer free demo for clinic
0 likes • Dec '25
@Best Design You can use AI chat tools like Botmakers, Twilio WhatsApp with AI scripts, or Retell AI to handle WhatsApp booking flows for clinics and offer demos, they integrate with GHL or your CRM to capture bookings automatically.
HL Onboarding and additional costs
I would welcome some help here. 1. I had not discovered that HL charge $97pm per ai agent (telephone agent), that is my mistake and it has changed my business model. 2. HL are offering me a free ai agent for my sub account and a free account set up package (normally $299 set fee), if I cancel my free trial and immediately start a paying membership ($297pm). Are there any alternatives to HL telephone agents that I should consider, that can connect with HL and much cheaper or should I stick with HL and pass this cost directly on to the end client? Should I start paying HL membership immediately ($297pm) and accept the free Basic Set Up offer or alternatively use the remaining free trial days and trust in the Agency Masters Elite to take me through this? Thanks in advance.
HL Onboarding and additional costs
0 likes • Dec '25
@Kevin Waters You could explore cheaper AI call agents that integrate with GHL, but the HL agent is seamless; if it fits your business model, passing the cost to clients is fine, and starting the paid membership now to lock in the free setup can be worth it.
1-10 of 35
Michael Johnson
3
34points to level up
@james-michaell-6454
I only offer Gohighlevel

Active 8d ago
Joined Sep 25, 2025
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