How to Setup GoHighLevel AI Employee: (Helpful Tutorial)

If you're looking to streamline lead follow-ups, respond to inquiries faster, and close more deals, GoHighLevel’s AI Employee can help you do just that.

This intelligent virtual assistant is designed to act like a real team member, automatically handling conversations, booking appointments, and following up with leads – 24/7.

In this guide, you’ll learn exactly how to set up your AI Employee in GoHighLevel, step-by-step.

Whether you're brand new to GoHighLevel or you’ve heard about the AI features and want to explore them, this tutorial will walk you through everything you need to get started.

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This post primarily focuses on how to set up the GoHighLevel AI Employee. If you're willing to learn more about HighLevel AI, read the article below.

• What is GoHighLevel AI Employee? (Features, Benefits & Setup)

How to Setup GoHighLevel AI Employee

Setting up your Go High Level AI Employee is simple and takes just a few steps to get it running like a real team member for your business.

Note: If you already have an active GoHighLevel account, then jump to step #3 as steps #1 and #2 are meant for those who are just getting started with HighLevel.

Step 1: GoHighLevel Account Creation

In order to start your journey with GoHighLevel, head over to gohighlevel.com/30-day-trial, and you will be redirected to the page below.

The next thing you want to do is click “30 DAY FREE TRIAL” at the left corner of your screen, and the page below will pop up.

As you can see above, you need to supply your:

• Business name
• Your name
• Email address
• Phone number

Supply everything accordingly and click on “Go To Step #2” and the page below will pop up.

As you can see above, you need to:

• Select a plan
• Enter your credit card details

You can select the “Unlimited Plan that goes for $297/month“. You can upgrade or downgrade later.

Then click on “START YOUR 30 DAY FREE TRIAL” and you will have the page below next!

Then, click on “Click Here to Get Started“

And then, you need to start answering the onboarding questions.

Step 2: GoHighLevel Onboarding Questions

The onboarding questions help GoHighLevel understand why you have signed up for GHL and help personalize your experience accordingly.

After you have clicked on “Click Here to Get Started.” above, you will see the page below.

As you can see above, you need to choose a password, and it must match these characters:

• At least 8 characters long
• One lowercase letter
• One uppercase letter
• One number
• One special character

If your password matches everything above, then everything should be green and hit the continue blue button.

Next, you have the page below.

From the image above, you need to confirm your email address and do the same thing with your phone number, too.

The next page will ask you for your billing address.

Supply everything accordingly and click on the continue blue button, and you will have the page below.

As you can see above, you need to select how you plan to use GoHighLevel.

Select what best matches why you signed up and click on continue.

The next page will ask you if you plan to resell GoHighLevel.

Select Yes if you plan to resell Go High Level and No if you don't have interest.

Click continue, and you will have the page below.

If you take a closer look at the image above, you need to select the industry that you operate.

You can also use the search button if you can't find it right away. Once you see it, click on it and click on the continue button.

And you will have the page below.

You need to indicate the number of customers that you currently have. Select “I don't have any customers yet” if you currently don't have any.

Hit the continue button, and you will have the page below.

If you currently use any other software, this is where you connect it to GoHighLevel, and you can also skip it if you don't have any.

Then, you have the page below, which is an onboarding call.

The GoHighLevel onboarding call is a 1-hour call that will connect you with a GoHighLevel expert and discuss how you can get started right away and have your account set up as well.

If you are not interested in the call, just stroll down and click “Not now, take me to my account.“

Now, you have your dashboard.

Head to your dashboard and navigate to the “AI” section under the main menu on the left-hand side of your screen.

You will have the page below, where you will be asked to activate the AI Employee.

Note: You cannot activate and use the GoHighLevel AI Employee if you're not a paid user. You need a paid GoHighLevel account to be able to test the GoHighLevel AI Employee for 30-Day Free.

Step 3. Choose Your AI Employee Role

GoHighLevel lets you assign a role based on your business needs – Sales Rep, Appointment Setter, Customer Service, etc. Choose the one that best aligns with your workflow.

Step 4. Upload Your Business Data

This is where the AI gets smart. You’ll need to provide:

• Business description
• Frequently asked questions (FAQs)
• Product/service details
• Sales scripts or lead handling instructions

The AI uses this data to craft accurate and personalized responses.

Step 5. Connect Your Communication Channels

Integrate the AI Employee with your:

• SMS number
• Email
• Calendar (for booking)
• VoIP or phone system (for voice AI)

This allows it to handle multi-channel conversations seamlessly.

Step 6. Set Your Preferences and Tone

You can define how formal or casual the AI should be. Set preferences like:

• Greeting style
• Delay between replies (for a human-like feel)
• Operating hours (if needed)

Step 7. Test the AI Conversations

Before going live, test the AI with sample questions. This helps ensure it understands your business tone, answers correctly, and performs tasks like booking appointments properly.

Step 8. Go Live

Once everything looks good, activate your AI Employee. It’ll begin handling incoming messages and tasks based on your setup.

Learn More:

• What is GoHighLevel AI Employee? (Features, Benefits & Setup)
• GoHighLevel AI Employee Review? (My Experience)

Best Practices for Personalization with GoHighLevel AI Employee

To get the most out of your AI Employee, you need to make it feel like a real part of your team, not just a chatbot.

Here's how to personalize it effectively:

• 1. Upload Relevant Business Knowledge

Make sure the AI has access to the most updated:

• Product/service details
• Common objections and responses
• Business goals and tone of voice

The more context it has, the better it can speak for you.

• 2. Use a Custom Name and Role

Instead of calling it “AI Assistant,” give it a name and job title that aligns with your brand.

Example: “Alex – Appointment Specialist at [Your Company]”

• 3. Define a Friendly, Human-Like Tone

In the settings, choose a tone that matches your brand:

• Casual and friendly for local businesses
• Professional and concise for financial or legal industries

You can even tweak the delay between responses to sound more natural.

• 4. Train It with Real Conversations

Feed it examples of past chats or email replies you've written. This helps the AI mirror how you or your team talk with leads and clients.

• 5. Use Tags and Smart Variables

When sending messages, personalize content with:

• First name
• Last service used
• Booking history
  This creates a 1:1 feel even in automated flows.

• 6. Test Responses and Update Frequently

Regularly test how the AI replies to various questions.

Make updates if:

• Responses feel too generic
• It doesn’t understand a new offer or change
• You’re running seasonal campaigns

• 7. Monitor & Fine-Tune Based on Feedback

Use chat transcripts and performance insights to improve it continuously.

Look for:

• Drop-off points
• Misunderstood questions
• Opportunities to add more data

Real-World Use Cases of GoHighLevel AI Employee

The GoHighLevel AI Employee isn’t just a smart tool – it’s transforming how businesses handle leads, conversations, and customer service.

Below are real-world use cases to inspire how you can apply it in your business:

1. Lead Qualification & Appointment Booking

Use case: A marketing agency installs the AI Employee on their website and funnels.

Result: When leads come in, the AI instantly engages, asks qualifying questions, and books appointments on the calendar – no human needed.

💡 Example: “Hi Sarah, are you looking for help with social media or SEO? Great! I’ll schedule you with our expert this Thursday at 2 PM.”

2. Handling Missed Calls Automatically

Use case: A local service business (like a plumber or cleaning company) sets up the AI to follow up with every missed call via SMS.

Result: Leads that would’ve been lost now turn into booked jobs.

💬 “Sorry we missed your call! Are you looking to schedule a cleaning? I can help right here.”

3. Instant Client Support After Hours

Use case: A real estate team uses the AI Employee on their site chat and Facebook Messenger.

Result: The AI answers property questions, shares listings, and collects contact info – 24/7.

🏡 “Yes, that home has 3 beds and 2 baths. Would you like me to arrange a viewing with one of our agents?”

4. Upselling Existing Customers

Use case: A digital product seller trains the AI to suggest upgrades or new offers.

Result: Customers receive personalized offers based on past behavior.

🎯 “You downloaded our free ebook last month – would you like early access to our paid course at 20% off?”

5. Event Reminders & Attendance Boost

Use case: A coach hosting a webinar uses the AI to send reminders, handle questions, and confirm attendance.

Result: Higher show-up rates and fewer support tickets.

📆 “Hey John, your seat for tomorrow’s 12 PM training is confirmed. Need help joining the Zoom link?”

Pricing & Availability

The GoHighLevel AI Employee is not bundled into your plan by default, but the good news is – it’s available as an add-on across all GoHighLevel plans, including Starter, Unlimited, and Pro.

Here’s what you need to know:

• ✅ Available on all plans – You can enable the AI Employee regardless of your subscription level.

• 💬 Pay-as-you-go pricing – You’re billed based on usage, typically per conversation or message the AI Employee processes. But you're charged $97 per month regardless of your usage.

• 🎁 Free trial included – HighLevel occasionally offers a 30-day free trial, giving you full access to test how the AI Employee performs in your workflow.

• ⚙️ Manual activation required – It’s not turned on by default. You’ll need to activate your GoHighLevel dashboard under Labs or Settings, depending on the update rollout.

So even if you’re on a basic plan, you can still leverage the full power of the GoHighLevel AI Employee – just be sure to monitor usage to stay within budget.

Frequently Asked Questions

FAQs About GoHighLevel AI Employee

Final Thoughts

The GoHighLevel AI Employee is more than just a chatbot – it’s a full-time virtual team member that works 24/7 to nurture leads, book appointments, and engage prospects in real-time conversations.

Whether you're an agency, freelancer, or business owner, this tool can help you automate repetitive follow-ups, reduce lead response time, and improve overall conversion rates without hiring extra staff.

If you're already using GoHighLevel, activating the AI Employee is a smart move to get more done with less effort.

And if you're new, this could be the game-changing feature that sets your business apart.

Get GoHighLevel for 30-Day FREE ==>