Overview
What the GoHighLevel connection does.
Kai handles the phone call and puts the work into your CRM right away.
Creates new contacts
When a new caller rings, Kai gets their name, phone, and address. He makes a new contact in your HighLevel account.
Logs call summaries
Kai writes a note with what the caller wanted. The note attaches to the contact so your team sees it.
Books calendar meetings
Kai can check your open times and book meetings while talking to the caller.
Runs your workflows
Because a new contact is added, your HighLevel text follow-ups fire as normal.
Prerequisites
Before you connect.
1. HighLevel login
You need admin login access to your HighLevel account.
2. Pick your sub-account
Know which client sub-account should get the leads.
3. Optional calendar
Set up your calendar in HighLevel if you want Kai to book meetings.
Setup steps
How to connect GoHighLevel.
Complete this setup in your KaiCalls dashboard.
- 1
Open Connections in KaiCalls
Go to Connections > GoHighLevel. - 2
Click Connect GoHighLevel
You will see the secure HighLevel login screen in a new window. - 3
Pick your location
Choose the exact sub-account where leads should go. Approve the permissions. - 4
Save and pick your calendar
Return to KaiCalls. Pick your booking calendar if you want Kai to schedule meetings.
Pick the specific sub-account so leads land in the right client account.
Verification
How to prove it worked.
Run one test to see the data flow.
- Place a test call to your KaiCalls number from a personal phone.
- Give a test name like "Jane Test" and ask for an appointment.
- Wait for the call to end, then open your GoHighLevel dashboard.
- Look in Contacts: Verify "Jane Test" appears with the correct phone number.
- Look in Notes: Verify the call summary appears on the contact record.
- Look in Calendar: Confirm the test appointment appears at the chosen time.
Troubleshooting
Fix common connection issues.
Contacts do not show up in HighLevel
Verify you selected the right sub-account. If you switched locations, disconnect and reconnect to the new location.
Meetings are not booking
Check that your HighLevel calendar is active and has open time slots this week. Also check that your time zone matches.
Duplicate contacts created
Kai matches contacts by phone number. If a caller uses a new number, HighLevel creates a new contact record.
Token expired or disconnected
Click Reconnect on the Connections page to refresh your HighLevel authorization token.
Leaving
How to disconnect GoHighLevel.
To stop syncing, click Disconnect on the GoHighLevel card in KaiCalls. Kai stops sending new contacts and notes. Any contacts and appointments already created in GoHighLevel stay in your HighLevel account.