HighLevel
Master HighLevel's Advanced Workflow Builder with this guide on creating scalable automations. Learn to use visual tools like sticky notes, parallel workflows, and go-to connections to organize complex processes and improve your agency's efficiency.
HighLevel
Learn how to use Go To connections in the HighLevel Advanced Builder to simplify complex automations. This guide covers how to create multiple entry points in a single workflow, reducing the need for messy branching and duplicate processes to help your agency scale more efficiently.
HighLevel
Master your agency's profitability with the new Marketplace Earnings Dashboard. Track revenue, costs, and net profit across all sub-accounts to identify high-value clients and optimize your pricing strategy with real-time data directly inside your HighLevel account.
HighLevel
Learn how to use Ask AI in HighLevel to automate agency workflows and lead nurturing. This guide covers generating high-converting copy, creating SMS sequences, and using prompt engineering to scale client results with conversational automation.
HighLevel
Learn how to use the new Merge Contact workflow action in HighLevel to automate CRM cleanup. This guide covers matching by email or phone, preserving older records, and best practices for consolidating lead data without manual intervention.
HighLevel
Learn how to use the new welcome badge feature in HighLevel to boost course engagement. This guide covers setting up automatic issuance upon enrollment, designing on-brand badges, and triggering multi-channel workflows to improve learner retention.
HighLevel
Explore the new Ask AI workspace in HighLevel, a native AI environment for managing CRM data and marketing automations. Learn how to trigger workflows, generate on-brand content, and use marketplace apps to scale your agency operations without switching tools.
HighLevel
Learn how the new dashboard filter persistence in HighLevel saves your date ranges and selections automatically. This guide covers the benefits for client reporting, how to use the feature, and best practices for streamlining your agency's data analysis.
HighLevel
Learn how to use the new Invoice Paid and Review Request Clicked goal events in HighLevel. This guide covers how to streamline fulfillment, improve reputation management, and build cleaner, more resilient automations for your agency.
HighLevel
Learn how to upload custom HTML pages into the HighLevel WordPress builder. This guide covers migrating static sites, managing slugs, and troubleshooting asset paths to ensure your legacy templates and microsites integrate seamlessly with your CRM.
ai-knowledge-base
Learn how to build an effective AI knowledge base in HighLevel using FAQs, web crawls, and structured tables. This guide covers optimizing data chunks and using AI Response Info to debug agent outputs for more accurate, reliable customer conversations.
HighLevel
Learn how to enable auto refresh for knowledge base links in HighLevel to keep your AI agents updated. This guide covers setting refresh frequencies, troubleshooting crawl errors, and best practices for maintaining accurate data across your funnels and pages.