Quick start
- From your HighLevel account dashboard, click on AI Agents.
- Select the Voice AI option.
- You can click to create a new agent, or update an active one. To edit an existing agent, simply click the three dots next to the agent’s name and select Edit.
Follow the detailed steps below to complete the setup.
You finally got a high-value prospect to dial your agency for a massive retainer package. They ask your brand new Voice AI a highly specific question about your pricing tiers and contract minimums.
The AI, having absolutely no idea what your actual business rules are, totally panics and hallucinates.
It confidently offers them a non-existent 50% discount and promises a month-to-month term you don’t even offer.
The lead is thrilled, but you are absolutely sick to your stomach. You now have to call them back, retract the offer, and look completely unprofessional, killing the deal instantly.
A voice agent without a brain is a massive liability. HighLevel’s Knowledge Base Integration fixes this instantly.
It allows you to upload your exact business rules, pricing, and FAQs directly into the AI’s memory. When a lead asks a question, the agent searches your specific data and delivers a perfect, context-aware answer every single time. Let’s get your digital closer educated.
Part 1: Access the AI Engine
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- From your HighLevel account dashboard, click on AI Agents.
- Select the Voice AI option.
- You can click to create a new agent, or update an active one. To edit an existing agent, simply click the three dots next to the agent’s name and select Edit.
Part 2: Attach the Brain (Agent Goals)
Your agent needs a dedicated database to pull its answers from.
- Inside the agent editor, click the Agent Goals tab to customize your bot’s logic and personality.
- Scroll to the Select knowledge base section.
- Choose from your existing knowledge bases, or click Create New to build one from scratch. (Pro-tip: Always assign a knowledge base that aligns directly with the agent’s specific job, like sales, support, or product info).
Part 3: Set the Trigger Rules
Your AI needs to know exactly when to stop chatting and start searching the database.
- Locate the field labeled When to use this knowledge base.
- Define a highly detailed prompt that tells the agent when to activate the search function.
- Example: “Use this knowledge base if the user asks any questions about the business, services, products, contact details, or other relevant information that requires accessing the business wiki.”
- The more precise your instruction, the better the agent’s real-time response will be.
- Click Save to apply your settings and permanently link the knowledge base to your agent.
Stop letting your bots guess the answers and give them the exact blueprints to close your deals.
Frequently Asked Questions
How do I access the AI Engine?
Ready to streamline this? Here is exactly how to do it in 60 seconds: From your HighLevel account dashboard, click on AI Agents. Select the Voice AI option. You can click to create a new agent, or update an active one. To edit an existing agent, simply click the three dots next to the agent’s name and select Edit.
What should I know about attach the Brain (Agent Goals)?
Your agent needs a dedicated database to pull its answers from. Inside the agent editor, click the Agent Goals tab to customize your bot’s logic and personality. Scroll to the Select knowledge base section. Choose from your existing knowledge bases, or click Create New to build one from scratch. (Pro-tip: Always assign a knowledge base that aligns directly with the agent’s specific job, like sales, support, or product info).
What should I know about set the Trigger Rules?
Your AI needs to know exactly when to stop chatting and start searching the database. Locate the field labeled When to use this knowledge base. Define a highly detailed prompt that tells the agent when to activate the search function. Example: “Use this knowledge base if the user asks any questions about the business, services, products, contact details, or other relevant information that requires accessing the business wiki.” The more precise your instruction, the better the agent’s real-time response will be. Click Save to apply your settings and permanently link the knowledge base to your agent. Stop letting your bots guess the answers and give them the exact blueprints to close your deals.
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