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CRM & sales

HighLevel Agency

Give your agent access to HighLevel Agency data, users and menus during calls.

Connect HighLevel Agency to AgentCalls and your agent can work with your agency-level records while it is on the phone. It can look up your company profile and plan, find agency users by email, and check on custom menu links. When a caller needs something added or removed, your agent can create or delete a custom menu or queue the removal of an agency user. Your agent works at agency level only, so it never reaches into individual sub-accounts.

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What your agent can do with HighLevel Agency

  • Look up your agency company profile and plan summary during a call
  • Find agency users by email address, including deleted users when needed
  • Create, check and remove agency-only custom menu links
  • Queue removal of an agency user and confirm the request back to the caller
  • Create an external snapshot share link for a snapshot on your agency account

HighLevel Agency exposes 16 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Partner checks their team access

  1. Caller

    Hi, I'm calling from Brightline Growth Partners. Can you check whether my colleague Dana Ruiz still has a user login on our agency account?

  2. Agent

    Sure. What email address does she use for her login?

  3. Caller

    It's dana.ruiz@brightlinegrowth.com.

  4. Agent

    Dana Ruiz is an active agency user on your account, added last March. Do you want me to make any changes to her access?

Menu link added for a new hire

  1. Caller

    We need a new menu link for our agency team to reach the onboarding guide. Can you set that up?

  2. Agent

    I can create an agency-only custom menu link. What should the link be called, and where should it go?

  3. Caller

    Call it Onboarding Guide, and point it to our internal documentation page.

  4. Agent

    Done. The Onboarding Guide menu link is now live for your agency team. It will not appear in any sub-account.

Removing a former contractor

  1. Caller

    Hi, this is Marcus Hale from Northgate Digital. We ended our contract with Priya Shah this week and need her agency login removed.

  2. Agent

    I can queue that removal for you. Can you confirm the email address on her account?

  3. Caller

    Yes, it's priya.shah@northgatedigital.io.

  4. Agent

    Removal is queued for Priya Shah. HighLevel will complete the deletion shortly. Is there anything else you need today?

How to connect HighLevel Agency

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect HighLevel Agency

    From Integrations in the dashboard, choose HighLevel Agency and enter the connection details from your HighLevel Agency account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the HighLevel Agency actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or only afterward?

Your agent works with HighLevel Agency during the call, so it can look up records and make changes while the caller is still on the line. It can also run tasks after the call, such as following up on a request.

What do I need to connect HighLevel Agency?

You connect with your own credentials from HighLevel's settings. Sign in to the AgentCalls dashboard, open the Integrations page and enter the details. The connection is limited to your agency account.

Which AgentCalls plan includes this integration?

Integrations, including HighLevel Agency, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with HighLevel Agency.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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