Setting up GoHighLevel AI automation the right way means leads get instant responses, follow-up runs automatically, and appointments book themselves. Here's the complete setup guide.
Before You Start
Getting the foundation right before you build automation saves hours of rework. Here's what to have ready before you start.
Required before sending bulk SMS in the US. Register your business phone number through GHL's compliance portal — approximately $19 one-time fee. Do this first — it takes 1-3 business days to approve.
Link your Google or Outlook calendar before building booking workflows. GHL pulls your real availability so leads only book times you're actually free.
Know where your leads come from — website forms, Facebook ads, Google ads, or phone calls. Each source gets connected to your automation separately.
Write your follow-up sequence messages before you build the workflow. 7 messages covering day 0 through day 10. Personalized, value-adding, one CTA each.
The Setup
In GHL, go to Settings → Phone Numbers → purchase a local number. Then go to LC Phone → A2P Registration and complete your business registration. Approve takes 1-3 days.
Add your website form webhook, connect your Facebook Lead Ads via GHL's integration, or set up call tracking. Each source creates a trigger for your automation.
Workflows → Create → Trigger: Lead Created → Action: Send SMS with your first message. Test with a real form submission to confirm it fires in under 60 seconds.
Add Wait steps between each message — Day 1, Day 2, Day 4, Day 7, Day 10. Load your pre-written messages. Set the sequence to stop when the lead replies or books.
In AI Employee → Conversation AI, train your AI on your business, set your qualifying questions, and connect it to your workflow. The AI takes over when leads respond.
Set your availability in Calendars → My Calendar. Create a booking page and add the link to your AI conversation and follow-up messages.
Common Mistakes
The GHL bootcamp includes live coaching that walks you through every step of this setup. Most businesses are fully live within 48-72 hours.
⚡ Extended 30-day trial — no charge until day 31FAQ