How to Use Ask AI in HighLevel

4 min read

Category: HighLevel Conversations

Published: June 3, 2026

You are in the middle of launching a new client campaign. You have three tabs open for HighLevel, one for ChatGPT to write the ad copy, another for Midjourney to generate the images, and you are constantly jumping back and forth to copy, paste, and check your CRM data.

Before you know it, you’ve wasted two hours just moving data between windows. You lose your train of thought, forget to tag the new contacts correctly, and realize the ad copy doesn’t even sound like your client’s brand.

Context switching is the absolute silent killer of agency productivity. You should not have to leave your CRM to build your marketing assets. HighLevel just fixed this with Ask AI. This is a built-in, full-screen AI workspace that generates branded content, builds funnels, manages CRM data, and answers questions—all from one single command center. Let’s streamline your entire workflow.

Part 1: Access Your Command Center

Ready to streamline this? Here is exactly how to do it in 60 seconds:

  1. Quick Access: Click on the Ask AI Bot icon located directly in the top navigation bar from anywhere inside HighLevel.
  2. Full-Screen Workspace: For deep, high-volume work, look at the left navigation panel and click Ask AI. This opens a dedicated, full-screen environment.
  3. Start a Conversation: Click New chat to start a fresh thread, or use the Search function to easily pick up previous conversations. (Pro tip: HighLevel preserves the chat state in the URL, meaning you can navigate away to check a setting and return right where you left off).

Part 2: Generate Branded Marketing Assets

You need content that actually sounds like your client, not a generic robot. (Important Note: Make sure you have configured your client’s voice in Marketing > Branded Content > Brand Voice first).

  1. Open Ask AI and type or speak your request. For example: “Create a new social media post for our Easter offer for 20% off all services.”
  2. The assistant automatically pulls in your predefined brand voice settings and returns a ready-to-use draft.
  3. Review the response. You can instantly command the AI to refine the text or modify it to meet your specific needs.
  4. Click to create the draft and execute the campaign without ever opening another browser tab.

Part 3: Build Complex Assets (Like a Voice AI Agent)

Ask AI doesn’t just write copy; it actually builds complex HighLevel infrastructure through a guided conversation.

  1. Open Ask AI and enter a prompt like: “Create a Voice AI agent that answers inbound calls, collects the caller’s name and reason for calling, and routes urgent requests.”
  2. Answer the AI’s setup questions. The assistant will ask you for quick details like your business name, the transfer phone number, and your definition of “urgent.”
  3. Review the final proposal the AI generates based on your answers.
  4. Confirm the creation. The AI will physically build the Voice AI agent in your account for you.
  5. Test the setup to confirm everything routes perfectly.

Part 4: Execute Fast CRM Actions

Stop clicking through endless menus just to find your data.

  1. Command Ask AI to retrieve specific data by typing: “Show me tomorrow’s booked appointments,” or “List opportunities lost this week.”
  2. Execute bulk actions effortlessly. Tell the AI: “Tag all contacts from last week’s webinar as Webinar-2026.”
  3. Need context fast? Just type “Summarize this contact,” and the AI will analyze all their past communications, payments, and tasks in seconds.

Stop letting context switching destroy your agency’s productivity and start commanding your entire CRM from one single, intelligent workspace.

If you are tired of building these operational bridges from scratch, visit hlprotools.com to see how we help agencies install world-class systems and automation seamlessly.