How to Use Contextual In-App Nudges in HighLevel

Imagine this. You just closed a fantastic new client. You send them their login credentials and a quick checklist to connect their social media accounts and set up their billing. You sit back and wait for them to finish so you can launch their campaign.

Three days pass. You check their account, and they have not clicked a single button. You call them, and they are completely frustrated. They got stuck on step two of the setup, got distracted, and just closed the tab. Your onboarding process feels like a maze, and now you have to spend an hour on Zoom walking them through basic clicks. You look like a software company with terrible support, and their buyer’s remorse is already setting in.

You cannot scale an agency if you have to hold every client’s hand through basic account setup. HighLevel fixes this instantly. Contextual In-App Nudges automatically guide your clients the exact second they get stuck during onboarding. It delivers the perfect video or support article right inside the dashboard without interrupting their workflow. Let us look at how this onboarding engine works right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Understand the Launchpad Triggers

You do not need to configure complex settings. The system automatically watches for onboarding friction.

1. Log in to your HighLevel account and navigate to the LaunchPad section.
2. Have your new client begin an onboarding action—whether that is starting a guided tour, watching a tutorial, or engaging with a workflow.
3. When a user pauses, abandons, or lingers on a specific step, the system detects they are stuck. A contextual nudge will automatically appear featuring targeted help.

Part 2: Leverage the Dynamic Support Links

When the nudge appears, it offers multiple paths to get the client moving again without forcing them to hunt for a help center.

1. The user can click the Support Article link to directly open detailed documentation for in-depth guidance.
2. They can click the Tutorial Video link for visual, step-by-step instructions.
3. If they need a human touch, they can click the Kickoff/Implementation Call Link to easily schedule a personalized strategy session.
4. For instant answers, they can select Chat with Support AI to get real-time interactive support and resolve their issue on the spot.

Part 3: Enjoy Automatic Nudge Suppression

The system is smart enough to help your clients without becoming annoying.

1. When any user within a sub-account successfully completes a particular onboarding action, all contextual nudges for that action are automatically suppressed.
2. This smart function applies to everyone in that specific sub-account.
3. This eliminates redundant prompts, minimizes distractions, and ensures nudges only appear when truly needed.

Relying on in-app nudges drastically reduces friction and ensures your new clients actually finish their setup without manual intervention.

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