Automations

Just like when someone comments on a post, it would be nice to be able to send an automatic message to new followers on instagram and facebook

NESTED: ability to have custom values used within a custom value, such as for concatenation FALLBACK: Example: {{custom_ values.phone _number_for_display:fallback="(111) 222-3333"}} ABILITY TO BLANK: If I have fallback functionality, it makes sense to allow blank values. They're already allowed upon initial Snapshot import anyway. Why not allow resetting to blank whenever I want? FIELD TYPES: (Custom Fields already has multiple field types.) Link color picker Media picker (saves the URL value of the chosen/uploaded media item) WYSIWYG (saves the HTML value) Code Editor VALIDATION: trim no spaces minimum length maximum length string must include (e.g. ' facebook.com ') email address regex

Currently, there's no "Internal Comment Added" trigger or "Add Internal Comment" action available in workflows. It will be very useful to have two essential workflow components: (1) a trigger that fires when internal comments are added to conversations (2) an action to automatically add internal comments This would enable businesses to automate comment-based workflows, improve team notifications, sync data with external CRMs via webhooks, create escalation procedures based on comment content, and eliminate manual processes that currently limit workflow automation capabilities.

Almost every automation platform offers this feature; it's really straightforward. Import/Export workflow JSON files. This makes backing up and transferring workflows super simple.

Need another option so we have: Remove from current workflow Another workflows - specifies workflows you want to remove from All workflows except current workflow All workflows All workflows except current and specified. Number 2 you need to come back and add extra workflows as they are created. Number 5 would allow you to remove from all workflows but keep in ones you specify, e.g. a long term nurture.

Guys, I know I'm not the only one struggling with slow loading times on a lot of GHL. We replaced the 9 dots of death with the ring of stress.. We all absolutely LOVE all the new features coming out, but can we pause for a sec and just update the servers or whatever needs to be done in order to make the GHL experience even better for our clients? I'm an affiliate for GHL as well, so when I make videos promoting GHL and my load times are 30-60 seconds, it can be difficult to be confident in this for new users. So please, let's just take a second to improve overall speed and performance of GHL! Me love you long time!

An automatic greeting the instant they follow me

I would like to have the ability to add an internal comment to a contact via automation.

Build an AI-powered CRM Executive Assistant inside GoHighLevel that connects CRM data (contacts, opportunities, pipeline, calendar, tasks) with an AI layer (OpenAI or Claude) and delivers insights via WhatsApp. The system must support: Daily automated executive CRM reports (8:00 AM) Weekly executive reports (Monday 8:00 AM) On-demand WhatsApp commands AI-powered lead intelligence summaries Calendar + pipeline + CRM analysis Strict security (only owner WhatsApp number allowed) 🎯 Primary Goal Enable the business owner to interact with GoHighLevel CRM using WhatsApp like: “Daily report” “Show me John Smith” “What appointments do I have today?” “Who are my hottest leads?” “What’s happening in my CRM?” The AI must respond using live CRM data + structured executive summaries. ⚙️ SYSTEM REQUIREMENTS GoHighLevel Workflow Requirements Workflow A: WhatsApp AI Gateway Trigger: Incoming WhatsApp message Steps: Verify sender phone = authorized owner number Send message to webhook (AI backend) Return AI response to WhatsApp Log request + response Workflow B: Daily CRM Report (8:00 AM) Trigger: Scheduled daily 8:00 AM Actions: Fetch CRM data: Contacts Opportunities Appointments (today + week) Tasks due today New leads (24h) Send data to AI engine Output formatted executive report to WhatsApp Workflow C: Weekly Executive Report (Monday 8:00 AM) Trigger: Weekly schedule Include: Leads generated Appointments booked Deals won/lost Conversion rate Pipeline breakdown Revenue summary AI insights + recommendations Workflow D: CRM Health Monitor (Optional but recommended) Trigger: Every 4–6 hours Detect: Stale leads (>7 days no activity) Stuck opportunities Missed follow-ups No-show appointments 🔌 2. GoHighLevel API Requirements Must integrate with: Contacts API GET /contacts GET /contacts/search Used for: Lead counts Lead lookup Lead source tracking Opportunities API GET /opportunities GET /opportunities/search Used for: Pipeline stage analysis Revenue forecasting Won/lost tracking Calendar API GET /calendars/events Used for: Daily schedule Weekly schedule Appointment tracking Tasks API GET /tasks Used for: Tasks due today Overdue tasks 🧠 3. AI ENGINE REQUIREMENTS AI Provider: OpenAI GPT-4.1 or Claude Sonnet AI Responsibilities: The AI must: Interpret natural language WhatsApp messages Classify intent: DAILY_REPORT LEAD_LOOKUP PIPELINE_ANALYSIS CALENDAR_QUERY TASK_QUERY GENERAL_CRM_QUERY Query CRM data via API Summarize results into executive format Never hallucinate missing CRM data AI System Prompt: Must behave as “CRM Executive Assistant” Must be concise Must be structured Must prioritize revenue, urgency, and follow-ups Must maintain conversation context 👤 4. WHATSAPP REQUIREMENTS Channel: GoHighLevel WhatsApp OR Twilio WhatsApp API Rules: Only respond to ONE authorized phone number Ignore all other numbers Maintain conversation context per user Support follow-up questions Example Commands: “Daily Report” “Lead Report” “Appointments” “Tell me about John Smith” “Who are my hottest leads?” “What needs follow-up?” 📊 5. RESPONSE FORMAT REQUIREMENTS All AI outputs must follow: Executive Format: Clean headings Bullet points No long paragraphs Focus on KPIs + actions Example Output: 📊 DAILY CRM REPORT Contacts: 2,814 New Leads (24h): 22 Appointments Today: 7 Pipeline Value: $148,000 ⚠️ RISKS: 6 leads inactive > 5 days 2 deals stuck in proposal stage 🚀 ACTIONS: Follow up John Smith today Review stalled pipeline deals 👤 6. LEAD INTELLIGENCE FEATURE When user asks: “Tell me about John Smith” System must return: Contact details Lead source Pipeline stage Opportunity value Notes summary Appointment history Tasks Last communication AI close probability Recommended next action 🔐 7. SECURITY REQUIREMENTS Only allow one authorized WhatsApp number Reject all other requests Log all activity: phone number request response timestamp 🧾 8. LOGGING REQUIREMENTS Store: Message received AI intent classification CRM API calls AI response Errors Execution time ⚠️ 9. ERROR HANDLING No Data Found: “No matching record found in CRM.” API Failure: “CRM temporarily unavailable, retrying...” Unauthorized User: Ignore request silently + log 🧱 10. CONVERSATION MEMORY System must store: Phone number Last queries Lead references Context of conversation Enable follow-ups like: “What about him?” “Show more details” “And his tasks?” 🚀 11. DELIVERABLES Developer must provide: GoHighLevel workflow setup Webhook AI middleware (Node.js or Python) OpenAI/Claude prompt system WhatsApp integration setup CRM API integration Logging database structure Security layer implementation Testing guide 🧩 OPTIONAL (BONUS FEATURES) Lead scoring AI Revenue forecasting “Hottest leads” ranking Missed opportunity alerts Voice note WhatsApp replies Deal closing recommendations

Allow importing a secondary calendar rather than only the primary one.