Go HighLevel Integration

Connect RepsAI to Go HighLevel so completed call analysis is saved against the matching contact in your HighLevel sub-account.

Once connected, RepsAI updates contact custom fields and adds a separate Call activity with detailed attachments after each analysed call.

What Gets Synced

RepsAI matches the HighLevel contact using the phone number or email address on the RepsAI call.

When the integration is first connected, RepsAI creates or reuses these Contact custom fields in HighLevel:

| HighLevel field | What RepsAI saves | | ------------------ | ------------------------------------------------------------------- | | Last Call Date | Date of the most recent analysed call | | Last Call Summary | AI-generated summary of the most recent analysed call | | Last Call Score | Overall score from the most recent analysed call | | Last Call Type | Call type from RepsAI | | Total Call Count | Number of RepsAI calls linked to that contact | | Average Call Score | Rolling average score across analysed RepsAI calls for that contact | | DISC Profile | Latest DISC profile style detected for the contact | | Transcript Link | Link back to the RepsAI transcript |

RepsAI also adds a provider-backed Call activity to the contact's Conversations timeline. The activity contains:

  • The RepsAI call ID and analysis schema version
  • A concise summary, score, outcome, call type, duration, and direction
  • The call recording URL, when available
  • repsai-call-<call-id>-analysis.txt, containing the full call analysis as versioned JSON
  • repsai-call-<call-id>-transcript.txt, containing the transcript as plain text when available
  • Links back to the transcript and call in RepsAI

The analysis attachment currently uses schemaVersion: 1 and wraps the same call-detail payload returned to the RepsAI web app. That includes call and contact identifiers, timestamps, sentiment, transcript analytics, manager debrief, sales stage, scoring sections, timeline segments, objections, coaching points, commitments, action items, and suggested actions.

This preserves the existing surface-level contact fields while giving software reading each HighLevel Call activity a stable call ID and machine-readable nested payload.

If a call is too short to run analysis, RepsAI still syncs its basic contact and call details and creates the Call activity. The call-detail attachment is included with analysis: null, and any available recording or transcript is still attached. Analysis-derived contact fields are left unchanged.

Before You Start

You will need:

  • Admin access to RepsAI
  • Access to the HighLevel sub-account you want to connect
  • Permission in HighLevel to manage contacts, custom fields, and conversations

If you manage more than one HighLevel sub-account, choose the exact sub-account you want RepsAI to update.

Connect HighLevel

  1. In RepsAI, go to Settings -> Integrations -> Go HighLevel.
  2. Click Connect Go HighLevel.
  3. Sign in to HighLevel if prompted.
  4. Choose the HighLevel sub-account you want to connect.
  5. Approve the RepsAI permissions screen.
  6. Return to RepsAI and click Test Connection.

After the connection succeeds, RepsAI will sync future calls automatically, including calls where analysis is skipped.

Check That It Worked

Open a contact in HighLevel after RepsAI has analysed a call for that person. You should see:

  • RepsAI custom fields on the contact record
  • The latest call summary and score in those fields
  • A Call activity in the contact's Conversations timeline
  • The analysis and transcript attachments on that activity when available

Call activities require a phone number on the RepsAI call. If a call only has an email address, RepsAI can still update contact fields, but it may not be able to add the Call activity.

Managing the Integration

Use Test Connection to confirm RepsAI can still access the selected HighLevel sub-account.

Use Sync Fields if the RepsAI fields were deleted in HighLevel or if you changed HighLevel permissions after connecting.

Use Pause to temporarily stop syncing without removing the connection.

Use Disconnect to remove the HighLevel connection and stop future syncs.

Troubleshooting

I connected the wrong sub-account

Disconnect the integration in RepsAI, then connect again and choose the correct HighLevel sub-account.

Custom fields are missing in HighLevel

  • Click Sync Fields in RepsAI.
  • Confirm your HighLevel user can manage custom fields.
  • Confirm you are viewing the same HighLevel sub-account that you connected.

Contacts update but no Call activity appears

  • Confirm the contact has a valid phone number.
  • Confirm the RepsAI call has a phone number, not only an email address.
  • Click Test Connection in RepsAI.
  • Check the last sync error displayed on the integration card.
  • Disconnect and reconnect HighLevel if permissions were changed recently.

An attachment is missing

The versioned analysis attachment is required for the enriched Call activity. If it cannot be uploaded, the existing contact-field sync still succeeds and the integration card reports that the timeline activity failed.

The transcript is optional. RepsAI can still create the Call activity if the transcript is unavailable or exceeds HighLevel's 5 MB per-file limit. Confirm the recording and transcript exist on the call in RepsAI if either optional item is missing.

Transcript links do not open

  • Wait until the call has finished transcription and analysis.
  • Open the call in RepsAI to confirm the transcript is available.
  • Contact support if the transcript opens in RepsAI but not from HighLevel.
Go HighLevel Integration - Reps AI