Let’s be honest… HighLevel’s built-in AI tools are wildly powerful. But if you’ve ever tried customizing them, you’ve probably run into this awkward balancing act:
“I want smarter automation, but I also want control over the experience.”
Sound familiar?
Let’s talk about how to unlock the full potential of AI inside HighLevel without overcomplicating your workflows or losing that custom touch your clients expect.
The Problem: Powerful AI, But… Limited Control
Out of the box, HighLevel’s Voice AI and GPT-powered tools do a great job — for basic use cases.
But as soon as you want to:
- Handle nuanced responses 🤔
- Chain logic together across multiple conversations 🔄
- Or connect actions to specific pipelines or automations 🧩
You start hitting limitations.
And that’s where most users either give up or way overbuild trying to “hack” the system.
But there’s a better way.
The Fix: Start With Simplicity, Then Layer In Intelligence
The key is to start small and layer complexity gradually — especially when mixing AI with workflows, memberships, or purchase triggers.
Here’s what I recommend:
1. Use GPT Early in the Workflow
Let GPT handle classification first. For example, in a reactivation campaign, don’t build 17 if/else branches to guess what time someone wants an appointment.
Just let GPT look at the response and tag it accordingly.
2. Separate One-Time Purchases from Recurring Plans
Selling both? You’ll want to use price triggers inside your workflows to track and tag different purchase types.
Example:
- 🛒 $97 course → “One-Time Buyer” tag
- 💸 $29/mo coaching → “Recurring Member” tag
- 🎯 Combo Offer → Both tags + a bundled welcome sequence
This keeps your CRM clean and your automations smart.
3. Keep It Modular
Instead of building massive “Frankenstein” workflows, create mini workflows for each function — tagging, scheduling, onboarding, AI engagement — and link them together with triggers.
It makes testing easier. Debugging faster. And scaling actually fun.
Pro Tips for Better AI + Automation Harmony
✅ Don’t try to be a coder — start with templates, test one thing at a time
✅ Always test like a user (use a burner contact!)
✅ Trust GPT for classification… but use workflows for execution
✅ Stay curious. Most breakthroughs come from asking “What if we just tried this…”
Bottom Line
AI inside HighLevel is a game-changer — if you learn how to bend it just enough to fit your business model.
Start simple. Stack logic. And let the smart tools do the hard stuff so you don’t have to.
And if you’re feeling stuck or just want a pro team to build it for you…
👉 Head to hlprotools.com — we help HighLevel users build, scale, and not hate their tech.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust. And the fastest way to do that?
⭐️ Testimonials.
In the spirit of free stuff… I want to give you my team’s Testimonial Workflow. It makes gathering, editing, and organizing testimonials stupid simple — and trust me, it works.
