GoHighLevel Lead Agent with Codex
Live demo
Watch it work before it's live
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.
What you'll need
Set up in minutes
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.
A considered pairing
Why Codex for this agent
Named tags or none
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.
Task carries the clock
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.
Good to know
Before you fork
A wrong tag fired an automation. How do we stop that becoming a pattern?
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.
Other editions
Run it with a different agent
Make it yours
Put GoHighLevel Lead Agent to work on Codex.
Free to start. Guided setup, a staged test run, and a workflow you can change at every step.