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Documentation Index

Fetch the complete documentation index at: https://docs.insighto.ai/llms.txt

Use this file to discover all available pages before exploring further.

In this guide, you’ll learn how to set up the Go High Level (GHL) tool inside Insighto and connect its calendar functionality with your AI assistant. This enables seamless scheduling workflows, allowing your assistant to book appointments, check availability, and manage calendar interactions using GHL’s scheduling features.

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Setup GHL Tool

  1. Go to Tools & Integration
From the left-hand sidebar of your Insighto dashboard, click on Tools & Integration. 1
  1. Click on Set Up
Locate the GHL Tool and click Set Up. 2
  1. Click on Start New
After clicking Set Up, a popup window will appear. Click Start New to begin creating a new configuration. 3
  1. Log In to GHL Agency Account
You’ll be redirected to the GoHighLevel Marketplace. Log in using your GHL agency credentials to authorize the integration between Insighto and GHL. 4
  1. Select a Subaccount
Choose the appropriate subaccount you want to connect with Insighto.
⚠️ Note: Only subaccounts can be integrated. Agency-level accounts are not supported.
5
  1. Name Your Configuration and Click Create
Enter a descriptive name for your GHL configuration, then click Create. 6
  1. Enable Required Functions and Save
Toggle on the functions you want your assistant to use with GHL. Then click Save. 7
  1. Configure Calendar Preferences and Click Finish
Set your calendar preferences:
  • Select a calendar
  • Invite address
  • Invite description
Then click Finish to complete setup. 8

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Connect With Any Assistant to Use Calendar Functionality

  1. Edit Any Existing Assistant
From the Assistants section, click the three dots next to the assistant you want to update and select Edit Assistant. 9
  1. Click on Connect Tools
In the Tools tab:
  • Click Connect Tool
  • Select GHL Tool as the tool type
  • Choose your tool configuration
The system will then connect the GHL tool to your assistant. 10
  1. Use Prompts to Trigger GHL Calendar Functions
Navigate to the Prompt section in the assistant editor. Define instructions that allow your assistant to:
  • Check availability
  • Book appointments
  • Use other GHL calendar actions