Guides
Guides
Practical guides for people who build and run their business on GoHighLevel and AI tools. Learn how to get cited by ChatGPT and Perplexity, collect more Google reviews, text back missed calls, connect AI assistants to your account, and stay compliant when you send email and SMS.
Before you send your first campaign
Deliverability comes first, because every workflow depends on messages that actually arrive. Register your brand and campaign for SMS with A2P 10DLC. Set up SPF, DKIM and DMARC on a dedicated sending subdomain, following the sending domain guide. Then warm up that domain for at least four weeks, as the warm-up guide explains.
Two laws matter as well. In the US, the TCPA requires prior express written consent before marketing texts and limits sending hours. With contacts in the EU, GDPR applies: you need consent records, a signed data processing agreement and a process for data subject requests.
Growth and SEO
- GuideAnswer Engine Optimization (AEO): The 2026 Field GuideWhat answer engine optimization actually is, how ChatGPT, Perplexity, Claude, Copilot, and AI Overviews pick sources, and an honest look at llms.txt.
- GuideGenerative Engine Optimization for Local Service BusinessesHow a plumber, dentist, HVAC company, or salon gets cited by ChatGPT and other AI engines. Real GEO tactics for small business, not theory.
- GEOGenerative Engine Optimization for AgenciesHow agencies package Generative Engine Optimization for clients: what to audit, build, and report, plus the honest third-party citation reality.
- GuideHow to Measure GEO: Tools and Metrics That Actually MatterHow to know if generative engine optimization is working. The manual prompt test, share of voice across AI engines, and an honest look at AI-visibility tools.
- GuideHow to Get Cited by PerplexityAn honest checklist for getting your website cited in Perplexity answers. How it picks sources, the trust signals that matter, and the limits you cannot fake.
- GuideDoes llms.txt Actually Work? What the Data ShowsSemrush found no correlation between llms.txt and AI-search performance. Here is what llms.txt is, what the evidence shows, and what actually moves citations.
- GuideAEO for WordPress: Get Cited by AI Answer EnginesHow to structure WordPress pages and posts so ChatGPT, Perplexity, and Google AI Overviews can read, quote, and cite your site by name.
- GuideAEO for Shopify: Get Cited by AI Shopping AssistantsHow to structure Shopify product and collection pages so ChatGPT shopping, Perplexity, and AI Overviews can read, quote, and recommend your store.
Claude Code e Codex
- Claude Code e CodexComo usar o Claude Code de graça (e quanto custa de verdade)O Claude Code não está no plano gratuito do Claude. Veja as formas baratas de testar, incluindo modelos locais com Ollama, e os limites reais.
- Claude Code e CodexClaude Code no VS Code: instalação e primeiro usoInstale a extensão do Claude Code no VS Code, entre na sua conta, rode a primeira tarefa e conheça os atalhos e recursos que economizam tempo.
- Claude Code e CodexComo usar o Codex: instalar, entrar e primeira tarefaGuia passo a passo do OpenAI Codex: instale a CLI ou a extensão da IDE, entre com o ChatGPT, rode a primeira tarefa e configure o AGENTS.md.
- Claude Code e CodexClaude Code vs Codex: uma comparação justaClaude Code ou OpenAI Codex? Uma comparação clara de planos, ferramentas, instalação e jeito de trabalhar, e quando escolher cada um. Muita gente usa os dois.
Reputation
- GuideReputation Management Software: The 2026 Buyer's GuideCompare reputation management software in 2026. Birdeye, Podium, NiceJob, Grade.us, and GoHighLevel, with honest picks for small business and enterprise.
- GuideHow to Get More Google ReviewsGet more Google reviews by asking every customer the same day, by text, with a direct review link. Free link tool, templates, and automation inside.
- GuideGoogle Review Link: How to Create and Share ItCreate a Google review link that opens your review form in one tap. Find your Place ID, build the link, add a QR code, and send it after every job.
Messaging and compliance
- GuideMissed Call Text Back: The Complete GuideMissed call text back sends an instant text to anyone whose call you miss, so the lead keeps talking to you. Here is how it works and how to set it up.
- GuideMissed Call Text Message Examples: 15 Ready-to-Copy Auto-Replies15 missed call text message examples you can copy, by trade. Friendly auto-replies for plumbers, salons, dentists, gyms, and more, with why each one works.
- GuideInstagram DM Automation: The Complete GuideInstagram DM automation auto-replies to comments and DMs, often turning a comment into a private message with a link. Here is how comment-to-DM works and how to set it up.
- ComplianceHow to Complete A2P 10DLC Brand and Campaign Registration in GoHighLevelStep-by-step guide to registering your brand and SMS campaign under A2P 10DLC in GoHighLevel. Avoid carrier filtering and keep your text messages delivering reliably.
- ComplianceTCPA Consent and Quiet Hours for GoHighLevel SMS Campaigns (2026)Plain-English guide to TCPA consent requirements and quiet hours rules for SMS and voice calls sent through GoHighLevel. Covers what consent language to use, how to collect it, and how to set time restrictions in your workflows.
- ComplianceGDPR Data Processing for EU Clients Using GoHighLevel (2026)Practical guidance on how to handle GDPR requirements when using GoHighLevel to manage EU-based contacts. Covers lawful basis, data processing agreements, subject rights, and data minimization for agencies and founders serving EU clients.
- ComplianceHow to Set Up a Dedicated Sending Domain with SPF, DKIM, and DMARC in GoHighLevelStep-by-step guide to adding a dedicated sending domain in GoHighLevel and publishing the SPF, DKIM, and DMARC DNS records needed to protect deliverability and pass Gmail and Outlook authentication checks.
- ComplianceEmail Warm-Up and Cold Outreach Deliverability in GoHighLevel (2026)A complete guide to warming up a new sending domain, running cold outreach campaigns, and keeping deliverability high inside GoHighLevel. Covers volume ramps, list hygiene, bounce management, and inbox placement testing.
- DeliverabilityWhy Your GoHighLevel Emails Go to Spam (and How to Fix It)Fix GoHighLevel emails landing in spam. SPF, DKIM, DMARC setup for LC Email plus a 14-day domain warm-up schedule. Plan 6 to 8 weeks for full trust.
- GuideGoHighLevel Emails Going to the Promotions Tab? Fix ItWhy your GoHighLevel emails land in Gmail's Promotions tab, not spam, and the content fixes that move them to Primary. Cut images, trim tracked links, plain layout.
- GuideGoHighLevel WhatsApp Integration: Setup GuideHow to set up WhatsApp in GoHighLevel: add it to a sub-account, send and schedule messages, use CTA buttons and workflows, and rebill usage in SaaS mode.
AI and automation
- GuideHow to Add AI to GoHighLevelA plain map of GoHighLevel's built-in AI: Content AI, Conversation AI, Voice AI, AI Employee, workflow AI actions, and Reviews AI. What each does and when to turn it on.
- GuideHow to Add an AI Chatbot to a GoHighLevel WebsiteA plain-English walkthrough for adding GoHighLevel's Conversation AI chatbot to a funnel or website. Turn it on, train it, pick a bot mode, and know the limits.
- AI and automationAI Appointment Setting: How It Works and What It CostsAI appointment setting explained plainly: the real lead-to-booking flow, the channels it uses, how it differs from an AI receptionist, and the honest cost.
- AI and automationHow to Build an AI Receptionist with n8nBuild an AI receptionist with n8n: the voice, LLM, and calendar pieces, the real per-minute cost, and the no-glue-code GoHighLevel alternative.
- GuideAI Voice Agent for Restaurants: Bookings, Orders, and Missed CallsAn AI voice agent answers your restaurant's phone during the rush, books reservations, and catches missed calls. Here is what it costs and how to set it up.
- GuideWhite-Label AI Agent SaaS: How Agencies Resell ItWhat white-label AI agent SaaS actually means, why agencies do it, how the billing and branding work, and the honest risks before you resell one.
MCP e integrações
- IA e automaçãoServidor MCP do GoHighLevel: guia completo para cada ferramenta de IAComo configurar, testar e conectar o servidor MCP oficial do GoHighLevel ao Claude, Cursor, VS Code, Windsurf, Gemini CLI e n8n. Token de integração privada, segurança, servidores oficiais vs da comunidade e automações reais para agências. Incluído em qualquer plano do GoHighLevel.
- GuiaComo conectar o Claude ao GoHighLevel (MCP)Conecte o Claude à sua conta do GoHighLevel pelo servidor MCP oficial. Passos em linguagem simples para criar um token, ligar o Claude e testar se funciona.
MCP and integrations
- AI and automationHow to Connect ChatGPT to GoHighLevelConnect ChatGPT to your GoHighLevel CRM with a Custom GPT Action, no code required. Step-by-step setup, real prompts, and the safety scopes to set first.
- AI and automationMCP for Non-Developers: What It Is, in Plain EnglishAn MCP server lets AI tools like Claude and ChatGPT read and act on real business apps. No code required. What it means for you, in plain English.
- GuideHow to Connect GoHighLevel to Make.comTwo real ways to connect GoHighLevel and Make.com: a free Webhook action inside a GoHighLevel workflow, or the native HighLevel app in Make. When to use each.
- AI and automationGoHighLevel + Apify: Scrape Leads Straight Into Your CRMConnect Apify scrapers to GoHighLevel by webhook. Scrape leads, enrich contacts, and feed workflows. Copy-paste config, costs, and limits. No Zapier.
- GuideHow to Connect GoHighLevel to QuickBooksHow to sync GoHighLevel and QuickBooks Online. What the native connection covers, its limits, and when to use Make, n8n, or Zapier for deeper syncs.
- GuideHow to Connect Zoom to GoHighLevelConnect Zoom in your GoHighLevel profile, set your calendar location to Zoom, and every booked appointment gets its own Zoom meeting link automatically.
Primeiros passos
Getting started
- GuideGoHighLevel for SolopreneursRunning a business alone? See which GoHighLevel plan a team of one needs, the 5 to 6 tools it replaces, and what to set up first. Plans start at $97/mo.
- GuideThe Real Cost of GoHighLevel in 2026The honest all-in cost of GoHighLevel is the base plan plus usage. Here is a worked monthly example, the real rate card, and how agency rebilling works.
- GuideHow to Cancel GoHighLevelCancel GoHighLevel from your billing settings, or downgrade a tier and cut usage costs instead. Here is the honest path, plus what happens to your data, snapshots, and sub-accounts.
- GuideHow to Build a Smart List in GoHighLevelBuild a smart list in GoHighLevel: open Contacts, apply filters like tags, custom fields, or pipeline stage, then save the filtered view. It updates itself as contact data changes.
- GuideGoHighLevel Workflow Not Triggering? Fix ChecklistA step by step diagnostic checklist for when a GoHighLevel workflow does not fire. Check the publish state, trigger filters, re-entry, missing fields, and DND, then fix each.
- GuideHow to Build a Membership Site in GoHighLevelA step by step build guide for a membership site or online course in GoHighLevel. Create a course, drip lessons, add an offer, and grant access on purchase.