GoHighLevel Lead Agent with Claude Code
Before anything is tagged, the notes already on the contact have to be read, because a person who enquired in March and came back today is not a new intake. Claude Code gathers context before it acts, and in an agency account that is the difference between a briefed callback and a client wincing at somebody familiar being treated as a stranger.
Watch it work before it's live
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Renata Villalba
Phone +595 981 442 108, email r.villalba@correo.py. Treatment of interest: Invisalign. Typed into the notes field: how much would the monthly payment be for the 12 month option. Best time to reach me: after 18:00. City: Asuncion. Created two minutes ago and no earlier record carries this number.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect GoHighLevel
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Intake playbook
How this client's leads get worked - the sources you expect, which tag each service interest earns, who takes the first call, how fast that call has to happen per source, and what a rep needs in front of them before dialling.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why Claude Code for this agent
History read before tagging
The record and its existing notes are both opened first. A receptionist line saying she rang back at 08:10 changes both the task and what goes to Slack.
Two halves in one note
What is known, with the source and their own words, then the exact answers a rep still needs. Holding that split under a two line chat transcript is the harder case.
Before you fork
We manage thirty locations. Is this one workflow or thirty?
One per location. The workflow connects to a single sub-account and works only in there, so each client gets their own copy with their own playbook, tags, owners and response windows. That is also what stops a busy client from spending another client's attention, since nothing crosses between copies.
Run it with a different agent
Put GoHighLevel Lead Agent to work on Claude Code
Free to start. Guided setup, a test run against staged conversations, and it's live.