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Roadmap
Roadmap
Getting Started
Connecting to GHL video
Custom Menu Link
$97 GHL Users - Direct Connection to the Subaccount
Connecting External GoHighLevel Sub-Accounts to Workspace via OAuth
Agency Dashboard
Agency Settings
Managing Subaccounts
Learning the Software - Beginner
01. Knowledgebase
02. Prompting
03. Active Tag - Phone Numbers - Outbound Calling
04. Calendar Booking - Tools - Extractions
05. Custom Tools
Voice AI
Voice AI Assistant Setup
Phone Calls
Phone Numbers
Voice Widgets
Chat AI
Ai Chat Overview
Ai Replying Tag
AI Voice Widget (BETA) (Call You/Call Me)
Global Kill Switch for AI Chat (ai_off)
Custom Tools
Custom Tools Overview
Creating a Custom Tool to Save User's Address
Custom Tool: Search the Web With Your AI Assistant
Custom Tool: Update Contact Information in GoHighLevel
Custom Tool: Submit a Support Ticket on Behalf of User
Managing Tools in Assistant Builder
Custom Tool: Send Conversation Summary to Your Clients
Custom Tool: Calculate Distance
Custom Tool: Call the User from SMS Conversation with Context
Setting Up Multi-Calendar Booking with Custom Tools
Custom Tool: Scrape Website and Understand the Return
Custom Tool: Screenshot a Website
How To
Multi-Calendar Booking Setup
How to Use Flow Builder in Assistable to Build Smarter AI Assistants
How to Send Emails Upon Request in SMS and Live Chat Conversations
How to Create a RAG Custom Database (Voice AI, Chat AI, and Web Orbs)
How to Send Links VIA Text Messages During Phone Calls
Automatically Populate Custom Fields Using Automatic Data Collection
How To Connect Your AI to Google Sheets
Troubleshooting & Help
Common issues and solutions
Calendar Booking Debugging Guide
Optimizing AI Response Time and Queuing in Chat Assistants
OAuth Configuration
Building and Optimizing a Knowledge Base for AI Assistants
AI Prompting
Things to Add to Your Prompts to Improve Performance
Self-Selling Orb Demo
Overview
How To
Multi-Calendar Booking Setup
Multi-Calendar Booking Setup
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