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 fields in HighLevel and adds a call activity to the contact's Conversations timeline 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 call activity to the contact's Conversations timeline. The activity includes the summary, coaching notes, score, outcome, duration, direction, and transcript link.

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 during the connection step.

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 analysed calls automatically.

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

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 to the Conversations timeline.

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.
  • Disconnect and reconnect HighLevel if permissions were changed recently.

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