How to Connect HighLevel and AI Receptionist

How the HighLevel + Smith.ai integration works

With this integration, when the agent sends a call summary, the app checks if the contact number exists in HighLevel.

• If no contact exists, a new contact is created as a lead, and a note with the call details is added
• If a contact exists, the contact is updated, and a note with the call details is added.

• Let's see that zoomed-in, so you can see the details provided in every call note:

How to connect your HighLevel account to Smith.ai

If you’re already a HighLevel agency, getting started is simple.

1. Go to your Smith.ai Virtual Receptionist Dashboard and select the “Integrations” tab.
2. Select HighLevel to begin the integration process.
   
3. Click the "Connect HighLevel" button.
   
4. Select the HighLevel account you'd like to connect.
5. That’s it! Once you’ve completed the last step, you'll be presented with a confirmation page and the integration between your Smith.ai account and HighLevel will be live!