The mistake that costs a client money is a tag. Tags start automations on this platform, so an invented one can drop a stranger into a text campaign written for somebody else. Codex is precise about working from a fixed list rather than an approximate one, which is the property this job genuinely needs.
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.
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 Codex
Preselected for this page — connect your Codex 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.
Only the tags your playbook lists are applied, and anything fitting none of them is written into the note instead. A nearly right tag is a text message somebody never agreed to.
The response window comes from the playbook entry for that source and lands on a task with a due time. Slack scrolls away and a task does not.
Remove the tag on the contact to halt the sequence, then look at the playbook, because that list is the only source the agent draws from. Most cases turn out to be a service the playbook never anticipated, where the right behaviour is no tag plus a line in the note. Adding the service explicitly is a one line edit.
Free to start. Guided setup, a test run against staged conversations, and it's live.