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.
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Free to start · guided setup · switch agents any time.

Live demo

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

Paid Ads - Invisalign August OfferBright Smile Dental, Asuncion

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.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect GoHighLevel

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. 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.

  4. 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.

  5. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

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.

Good to know

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.

Other editions

Run it with a different agent

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Make it yours

Put GoHighLevel Lead Agent to work on Claude Code.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.