OneChat + HighLevel

Turn conversations into opportunities with HighLevel.

Organize contacts, tasks, and opportunities from OneChat conversations with configurable actions and business-defined controls.

Available capabilities depend on each company’s configuration, data, and permissions.

Sales consultant responding to a prospect's interest on her phone.
HighLevelOneChat

Capabilities

What you can solve with HighLevel

OneChat brings this information and these actions into the conversation to provide clearer answers and support the next step.

Lookups

  • Find contactsFind a contact in a compatible CRM using data allowed by the integration.
  • View CRM usersView the users available for task or opportunity assignment.
  • View pipelines and stagesView the pipelines and stages available in the connected location.
  • View opportunitiesView opportunities associated with an identified contact.

Configurable actions

  • Create contactsCreate a contact when the integration, account, and enabled permissions authorize the action.
  • Update contactsUpdate permitted contact data when the integration and enabled permissions authorize the action.
  • Add notesAdd a follow-up note to the specified contact when the action is enabled.
  • Manage tagsAdd or update follow-up tags on the specified contact.
  • Create and assign tasksCreate a follow-up task and assign it to an available user when the action is enabled.
  • Create opportunitiesCreate an opportunity after checking that an equivalent open opportunity does not already exist.
  • Advance opportunitiesAdvance an opportunity only to a later stage in the same pipeline.
  • Assign opportunitiesAssign an opportunity to an available CRM user.
  • Update opportunity valueUpdate the monetary value of the specified opportunity when the action is enabled and confirmed.

HighLevel

Real customer questions that move business forward

From a customer question to a sales opportunity.

Customer question
I’m interested in this solution for my business. How does it work, and can I speak with a sales representative?
OneChat answer
OneChat connects your channels with your business information and processes so it can answer and organize follow-up. I can ask a sales representative to continue with you. Would you like me to do that?
Confirmation
Yes, please.
Next action
OneChat finds or creates the HighLevel contact, checks for an open opportunity and creates a new one only when appropriate.
Result
Contact identified · No duplicate opportunity · Owner assigned · Note and follow-up task scheduled.

Product or service information comes from the business sources configured in OneChat. HighLevel organizes the contact and sales follow-up.

Follow-up requested by the customer.

Customer question
Could someone call me tomorrow afternoon?
OneChat answer
OneChat confirms the time and explains that it will organize follow-up with the sales team.
Confirmation
Yes, that time works.
Next action
It checks available users and creates the task for the identified contact when the action is enabled.
Result
Contact identified · User available · Task scheduled

How the connection works

01

The customer asks

The conversation starts with a specific customer need.

02

OneChat finds what is needed

OneChat uses HighLevel to retrieve the information or prepare the next available step.

03

The business stays in control

The response follows the configuration and permissions the business has defined.

04

The conversation moves forward

OneChat answers clearly and supports the most useful continuation for the customer.

HighLevel

Control for every business

Available capabilities depend on each company’s configuration, data, and permissions.

  • Each business chooses which information and functions will be available.
  • Account access remains protected throughout the customer experience.
  • Steps that change information follow the rules and confirmations defined by the business.

What you need to get started

  1. 01

    An active HighLevel account or subaccount.

  2. 02

    Approved permissions for the information and actions the business wants to enable.

  3. 03

    A OneChat plan that supports business connections.

FAQ

Frequently asked questions

Does OneChat replace HighLevel?

No. OneChat uses enabled HighLevel capabilities to answer or continue a process from the conversation.

Does every business receive the same capabilities?

No. Available capabilities depend on each company’s configuration, data, and permissions.

How do we get started?

The OneChat team learns what the business needs and confirms which information and functions will be available before activating the connection.

Let’s discuss your use case

Connect HighLevel with your customer conversations.

Tell us what your customers ask and what should happen next. Our team will help you define the connection.

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