Guide
Build a lead follow-up workflow by describing it to Claude
Describe the automation in a sentence, check the draft Claude builds, then publish. A practical walk-through for new-lead follow-up.
Product team
3 min read
Product team
Guides and product news
The people who build My GoHighLevel MCP. We write practical guides for agencies and businesses running GoHighLevel from Claude, and we keep them up to date as the product changes.
24 articles
Articles by Product team
- Guide
How to chase no-shows without spending your Friday on it
Find everyone who missed an appointment this week and send each a friendly way to rebook, with Claude checking with you before anything goes out.
Product team3 min read
- Guide
A 15-minute pipeline clean-up with Claude
Find the deals that stopped moving, decide what to do with each group, and tidy the pipeline in a few plain-English requests.
Product team3 min read
- Guide
From copy doc to landing page in one conversation
Paste your copy, describe the look, and have Claude create the page in the right GoHighLevel sub-account. Then refine it with plain requests.
Product team3 min read
- Guide
Write your weekly client report in five minutes
Ask Claude for new leads, deals won, appointments and form submissions, then turn the numbers into a short update your client will actually read.
Product team3 min read
- Guide
Tidy up tags and custom values before they get out of hand
Years of "lead", "Lead", "new-lead" and "lead2"? Here's how to review, merge and rename tags and custom values with Claude, safely.
Product team3 min read
- Guide
Turn yesterday's form submissions into a to-do list
Every morning, ask Claude who filled in your forms, what they asked for, and have it create a task for each one so nobody slips through.
Product team2 min read
- Guide
Create, test and improve email templates with Claude
Draft a template from a brief, send yourself a test, and check how past emails performed, all without leaving the conversation.
Product team3 min read
- Guide
Build an online course in GoHighLevel from an outline
Paste your course outline and let Claude create the course, modules and lessons, then set up the offer people buy. You keep control of the content.
Product team3 min read
- Guide
Set up a booking calendar and fill the gaps with Claude
Create a calendar, check free slots, book people in and move appointments around, by asking in plain words.
Product team2 min read
- Guide
A checklist for onboarding a new client sub-account with Claude
From choosing the sub-account to the first workflow going live, the order we recommend for a smooth client onboarding.
Product team3 min read
- Security
Owners, admins and members: who can do what
A plain guide to the three roles in My GoHighLevel MCP, what each one can change, and how to remove someone's access in seconds.
Product team3 min read
- Security
What the Activity log records, and what it deliberately leaves out
Every request Claude makes is logged with who, where and what happened. Passwords, message text and personal details are kept out. Here's exactly how.
Product team3 min read
- Security
Switch off the tools you don't need, and turn off deletes in one click
Claude can do a lot in GoHighLevel. The Tools and permissions page lets you narrow that down to what your team actually uses.
Product team3 min read
- Security
Signing in to GoHighLevel from Claude, and what happens to your login
How the GoHighLevel sign-in works through Claude, why each person uses their own login, and how the session is looked after.
Product team3 min read
- Security
What happens when you delete your organisation
Deleting stops renewals, signs everyone out and switches off every sub-account at once. Everything else is gone 30 days later. Here's the detail.
Product team2 min read
- Product
How pricing works: you pay per sub-account, and nothing else
$19.99 a month or $199.99 a year for each sub-account Claude works in. Unlimited people, every tool included. Here's how payments map to sub-accounts.
Product team2 min read
- Product
The free trial explained: 3 days, one sub-account, every tool
When the trial starts, which sub-account it covers, what happens when it ends, and why the first payment ends it straight away.
Product team3 min read
- Product
New: choose every sub-account at once
Agencies with dozens of clients can now switch Claude on for every sub-account in one step, from the platform or by asking Claude.
Product team2 min read
- Product
How agency teams split the work with Claude
Account managers, the front desk and the ops lead each use Claude differently. A look at how a typical agency team shares one organisation.
Product team3 min read
- Security
Keeping client sub-accounts safe when Claude has access
Who can reach what, how changes are confirmed, what gets logged, and the switches that let an agency say no.
Product team4 min read
- Guide
25 things you can ask Claude to do in GoHighLevel
Real requests, grouped by job: contacts and deals, calendars, messages, workflows, pages, forms, courses and more.
Product team4 min read
- Product
Run your GoHighLevel agency from Claude
What we built, who it's for, and what Claude can do in your GoHighLevel sub-accounts.
Product team2 min read
- Guide
How to connect Claude to GoHighLevel in five minutes
Sign up, sign in to GoHighLevel, choose a sub-account and add the connector to Claude, step by step.
Product team5 min read
