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Documentation Index

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

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This guide walks you through setting up and deploying the GHL Chat Widget inside Insighto to enable your AI assistant to operate through GHL channels.

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Setup GHL Chat Widget

  1. Prerequisites: Chat Assistant & GHL Calendar Tool Setup
Before proceeding, make sure you have the following set up:
  • ✅ A Chat Assistant created in Insighto
  • ✅ The GHL Calendar Tool properly configured and connected
  1. Click on Widgets from the Left Panel
Go to the Assistants section in the left panel and click Widgets. This takes you to the widget setup screen where you can deploy your AI assistant. 2
  1. Create a New Widget
Click Create New Widget to begin the widget setup process. 3
  1. Select GHL as the Provider Type and Click Next
On the widget setup screen:
  • Select GHL as the provider type
  • Click Next to proceed
4
  1. Select Widget Type, Name, and Describe Your Widget
Fill in the following:
  • Widget Type: Choose Chat
  • Name: Provide a meaningful name
  • Description: Describe the widget’s purpose briefly
Click Next to continue. 5
  1. Select Your Chat Assistant from the Dropdown
Choose the chat assistant you created earlier from the dropdown list. 6
  1. Configure GHL Chat Widget
  2. Select your GHL Configuration from the dropdown
  3. Choose the channels where the assistant will handle conversations
  4. Select the Location ID
  5. Click Finish to deploy the widget
7
  1. Test the Deployment
After deploying the chat widget, test it through your connected GHL channels:
  • Send sample queries
  • Confirm the assistant responds correctly
  • Verify calendar interactions work (if enabled)