CRM Integration
Best AI Assistant for GoHighLevel
Carly is an AI assistant that connects to GoHighLevel so you can move leads through pipelines, book appointments, add contacts to campaigns, and pull sub-account reports — all by email or text. No logging into the agency dashboard to run a quick update.
Try Carly →What Carly can do with GoHighLevel
Move opportunities through pipelines
After a sales or discovery call, tell Carly to move a contact to the next pipeline stage — like Won or Proposal Sent — in the right sub-account. She updates the opportunity so your pipeline stays accurate without opening the dashboard.
Add and tag new leads
Email or text Carly a new lead's name, phone, and email and she creates the contact in the correct sub-account, tags it, and adds it to your nurture campaign so follow-up starts automatically.
Book and check appointments
Ask Carly to book an appointment on a client calendar or pull this week's booked calls for a specific sub-account. She reads the GoHighLevel calendar and reports back by text.
Pull sub-account reports on demand
Ask Carly how many new contacts, opportunities, or booked appointments a client saw this week and she pulls the numbers from that sub-account — no digging through the reporting tabs before a client check-in.
How agencies run GoHighLevel without living in the dashboard
GoHighLevel is the operating system for marketing agencies and their clients — pipelines, funnels, SMS and email campaigns, calendars, and a separate sub-account for every client. That power comes with a lot of clicking. Switching between sub-accounts to move an opportunity, tag a lead, or check a campaign's numbers eats up the day, especially when you're managing ten or twenty clients at once.
AI tools for GoHighLevel should let you take action without hunting through sub-accounts and menus. When updating an opportunity's pipeline stage is as fast as sending a text, your CRM stays clean and your team stays out of the weeds. When it means logging in, switching accounts, and clicking through cards, updates get skipped.
How Carly works as your AI GoHighLevel assistant
In your Carly dashboard at carlyassistant.com/integrations, connect GoHighLevel with your API key. Once connected, you manage contacts, opportunities, appointments, and campaigns over email or text — like having an agency ops manager who never has to open the dashboard.
Just closed a client on a discovery call? Text Carly to move their opportunity to "Won" in the right sub-account's pipeline. New lead came in from a Facebook form? Email Carly the details and she creates the contact and adds them to your nurture campaign. Need to know how many appointments booked this week for the Brightside Dental account? Ask Carly and she pulls the numbers.
Because Carly works from outside GoHighLevel, she can cross-reference client data with your calendar, email, and other tools — checking whether a lead already has a call booked or pulling their last email alongside their GoHighLevel contact record.
Who uses Carly with GoHighLevel
Agency owners juggling a dozen client sub-accounts who don't want to log in and out all day. Account managers who need to update opportunities and tag contacts right after a client call. Fulfillment teams running SMS and email campaigns who want a faster way to add or remove contacts from a sequence. If your agency runs on GoHighLevel but the constant account-switching slows you down, Carly keeps every client's CRM current from your inbox.
See it in action
How to connect GoHighLevel to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect GoHighLevel
Authorize the GoHighLevel integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in GoHighLevel. She handles the rest.
Automate GoHighLevel in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for GoHighLevel?
Carly is an AI assistant that connects to GoHighLevel and lets you move opportunities through pipelines, create and tag contacts, book appointments, and pull sub-account reports — all by email or text. She works from outside the agency dashboard so you can run any client's CRM without logging in and switching accounts.
Can AI manage GoHighLevel sub-accounts?
Yes. With Carly, you text or email instructions like "in the Brightside Dental account, move Marcus to Consult Booked" and she makes the update in the right sub-account within seconds. You name the client and the action, and Carly handles the account-switching for you.
How does Carly connect to GoHighLevel?
In your Carly dashboard at carlyassistant.com/integrations, connect GoHighLevel with your API key. Once connected, Carly can create contacts, update opportunities, book appointments, and pull reports across your sub-accounts.
Can Carly add contacts to GoHighLevel campaigns?
Yes. Tell Carly to add a contact to a specific campaign or workflow and she does it in GoHighLevel. She can also tag contacts and move them between pipeline stages, so a single message can create a lead, tag it, and start the follow-up sequence.
Can Carly pull reports from GoHighLevel?
Carly can pull contact counts, opportunity totals, and booked appointments from a given sub-account on demand. Ask her how a client performed this week and she sends the numbers by email or text — handy right before a client check-in.
Is Carly different from GoHighLevel's built-in workflows?
Yes. GoHighLevel workflows and automations fire inside the platform based on triggers and rules you set up in advance. Carly is an external assistant you email or text — she gives you on-demand control of any sub-account from anywhere and lets you take one-off actions without logging in. She also connects GoHighLevel to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."