Quick start
- Open your HighLevel account on your desktop.
- Navigate to AI Agents and click on Conversation AI.
- Click to Create a New Bot or open an existing one to configure its behavior.
Follow the detailed steps below to complete the setup.
You just wrapped up a massive week at the agency and finally stepped away from your desk for dinner. Right as your food arrives, your phone buzzes. A massive commercial roofing prospect just replied to your SMS campaign.
They are hot, they have their credit card ready, and they are asking highly specific questions.
But your laptop is closed, your team is offline, and you are trying to thumb-type complex answers from your phone before the lead goes cold. It is an absolute nightmare. You should not have to be chained to your desk to close high-ticket retainers.
HighLevel just completely solved this by bringing Conversation AI directly into the mobile app. You can now manage your AI agents, pause automated bots, and fire off perfectly suggested replies from anywhere in the world. Let us get your mobile AI set up.
Part 1: Set the Foundation on Desktop
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Open your HighLevel account on your desktop.
- Navigate to AI Agents and click on Conversation AI.
- Click to Create a New Bot or open an existing one to configure its behavior.
- Select your preferred style by choosing either Autopilot Mode or Suggestive Mode.
Part 2: Open the Mobile Engine
Now that your bot is trained and ready, let us take it on the road.
- Open the HighLevel or LeadConnector app on your mobile device.
- Navigate to the Conversations tab.
- Select an active conversation from a supported messaging channel like SMS, Facebook, or Instagram.
Part 3: Deploy AI from Your Pocket
Here is where the magic happens right from your phone.
- If your bot is running in Autopilot Mode, you can sit back and watch the AI reply automatically after your configured delay.
- If you are running in Suggestive Mode, simply tap into the message field. The app will instantly display AI-generated replies. Choose the best response, edit it if you need to add a personal touch, and send it manually.
Part 4: Control the Bot on the Fly
Need a human to step in and take over the chat? You have total control right in your pocket.
- Tap the top-right ellipsis menu inside the active conversation.
- Select Edit AI Settings.
- From here, you can activate the bot, pause it completely so a human can talk, or schedule a specific time for the bot to reactivate.
- Tap Save to lock in your changes.
Stop letting your agency operations tie you to a desk and start closing deals from anywhere.
Frequently Asked Questions
What should I know about set the Foundation on Desktop?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Open your HighLevel account on your desktop. Navigate to AI Agents and click on Conversation AI. Click to Create a New Bot or open an existing one to configure its behavior. Select your preferred style by choosing either Autopilot Mode or Suggestive Mode.
How do I open the Mobile Engine?
Now that your bot is trained and ready, let us take it on the road. Open the HighLevel or LeadConnector app on your mobile device. Navigate to the Conversations tab. Select an active conversation from a supported messaging channel like SMS, Facebook, or Instagram.
What should I know about deploy AI from Your Pocket?
Here is where the magic happens right from your phone. If your bot is running in Autopilot Mode, you can sit back and watch the AI reply automatically after your configured delay. If you are running in Suggestive Mode, simply tap into the message field. The app will instantly display AI-generated replies. Choose the best response, edit it if you need to add a personal touch, and send it manually.
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