Reach customers where they are
Bring voice and messaging into the same operation, with agent tools that work across channels.
- Voice, SMS and web chat
- Contact and conversation context
- Shared tools for voice and chat
AI agents, connected to your business.
Give your agents the context to answer and the tools to act. Connect customer conversations to your calendars, business systems and workflows.
Your agent, connected.
From customer context to the next action.Understand
Look up the context your customer needs.
Act
Book a time or update a record through a configured tool.
Follow through
Pass the outcome to your next workflow.
Make every conversation actionable.
Start with the work you need done. Connect the channels, data and actions that make it possible.
Put your systems to work
Let agents look up information and take action through configured API tools. Define the endpoint, inputs and credentials for each task.
- CRM, service and operational workflows
- Configurable HTTP requests and parameters
- Responses available during the conversation
Turn interest into a booked time
Check availability and book through your connected calendar. Use Assistable scheduling or a supported calendar provider.
- Google Calendar and Microsoft Outlook
- Calendly, Cal.com and HighLevel
- Availability checks and appointment management
Keep the next step moving
Use webhooks to pass events to your systems and start configured workflows. Track delivery attempts and inspect failures.
- Event subscriptions and signed payloads
- Delivery history and automatic retries
- Response details for troubleshooting
The right connection for your stack.
Use a built-in connection where it fits. Configure API workflows around the systems and processes that make your business yours.
- Built-in connections
- HighLevel connects contacts, conversations and calendars. Supported scheduling providers include Google Calendar, Outlook, Calendly and Cal.com.
- Your systems
- Connect other CRMs, ERPs and internal services through configured HTTP tools and webhooks. Scope the required API access, authentication and data mapping for your deployment.
- Access controls
- Manage credentials and platform API access in your workspace. Configure the tools an agent can use and the data each request sends.
- Provider requirements
- Supported actions depend on the connected provider, account permissions and plan. Confirm those requirements as part of your deployment.
Connected is the start. Production is the goal.
Connect
Map the systems, data and actions your workflow needs. Connect accounts and configure tools with the required access.
Validate
Exercise API requests and agent flows before release. Inspect inputs, responses and failure paths against your test systems.
Publish
Publish a versioned agent flow. Use branches to prepare changes while the published version serves your customers.
Observe
Review conversations, tool results and webhook deliveries to find where a connection or workflow needs attention.
Plan the connection.
Can we keep our current CRM and business systems?
Yes. HighLevel has a built-in connection. Other systems can connect through configured API tools and webhooks where the required endpoints and permissions are available. We will scope the actions and data mapping with your team.
Does every integration come ready to use?
Built-in connections still require your account authorization and setup. Custom API workflows require endpoint configuration, credentials, data mapping and validation. We will confirm which approach fits each system before deployment.
Can we test changes before customers encounter them?
Yes. Test tool requests and draft agent flows before publishing, using test accounts or endpoints for actions that change data. Published flow versions and working branches let your team prepare changes separately from the live flow.
What happens if a connection fails?
Tool responses and errors can be inspected during testing, and webhook deliveries record their status, attempts and response details. Webhook delivery retries are automatic. The agent's response to an unavailable system should be configured and validated for your workflow before launch.
Bring your stack. Let’s connect the work.
Walk us through your systems and workflow. We’ll map the connections, access and rollout with your team.