OneChat
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OneChat + HighLevel

Turn conversations into opportunities.

Organize contacts, tasks, and opportunities from OneChat conversations with configurable actions and business-defined controls.

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Available capabilities depend on each company’s configuration, data, and permissions.

Sales consultant responding to a prospect's interest on her phone.
HighLevelOneChat

Capabilities

What OneChat can do with HighLevel

OneChat brings this information and these actions into the conversation to provide clearer answers and support the next step.

Lookups

  • Find contactsFind a contact in a compatible CRM using data allowed by the integration.
  • View CRM usersView the users available for task or opportunity assignment.
  • View pipelines and stagesView the pipelines and stages available in the connected location.
  • View opportunitiesView opportunities associated with an identified contact.

Configurable actions

  • Create contactsCreate a contact when the integration, account, and enabled permissions authorize the action.
  • Update contactsUpdate permitted contact data when the integration and enabled permissions authorize the action.
  • Add notesAdd a follow-up note to the specified contact when the action is enabled.
  • Manage tagsAdd or update follow-up tags on the specified contact.
  • Create and assign tasksCreate a follow-up task and assign it to an available user when the action is enabled.
  • Create opportunitiesCreate an opportunity after checking that an equivalent open opportunity does not already exist.
  • Advance opportunitiesAdvance an opportunity only to a later stage in the same pipeline.
  • Assign opportunitiesAssign an opportunity to an available CRM user.
  • Update opportunity valueUpdate the monetary value of the specified opportunity when the action is enabled and confirmed.

HighLevel

Real customer questions that move business forward

From an enterprise inquiry to a qualified opportunity.

A company with several locations requests a proposal to transform its digital customer service.

WhatsApp conversationOneChat AI Agent
  1. Customer:

    We have 12 locations and 25 representatives. We want to centralize WhatsApp, Instagram, and TikTok with AI and connect our business systems. Can you prepare a proposal for us?

  2. OneChat AI Agent:

    Of course. To size the solution correctly, could you confirm your name, company, email address, and phone number? Please also tell me approximately how many conversations you handle each month, which systems you want to connect, and when you expect to go live.

    Message read
  3. Customer:

    We handle around 18,000 conversations per month and want to start in October.

  4. OneChat AI Agent:

    Perfect. I prepared your request with the scope and operating context so a consultant can review the architecture and continue with an appropriate proposal.

    Message read

OneChat actions

  • Checks whether the contact exists.
  • Checks for an equivalent open opportunity.
  • Creates the opportunity only when appropriate.
  • Records the scope in a note.
  • Applies the configured tags.
  • Assigns an available representative.
  • Creates the follow-up task.

Business outcome

Contact identified · No duplicate opportunity · Requirements recorded · Representative assigned · Follow-up scheduled

Illustrative example. Available actions depend on each company’s configuration and permissions.

From a delivered proposal to an active negotiation.

An existing prospect returns to the conversation to adjust the scope and move forward.

WhatsApp conversationOneChat AI Agent
  1. Customer:

    We reviewed the proposal and want to move forward, but the final scope will cover 20 users and two WhatsApp numbers. Can the representative call me Thursday at 3?

  2. OneChat AI Agent:

    Of course. I’ll confirm your email address and company to locate the correct opportunity. I’ll record the new scope and ask the assigned representative to contact you Thursday at 3.

    Message read
  3. Customer:

    Yes, that time works. The final budget is the amount in the revised proposal.

  4. OneChat AI Agent:

    Done. I’ve updated the opportunity with the new scope and scheduled the follow-up.

    Message read

Execution conditions

  • Only advances to a later stage in the same pipeline.
  • Updates the value only with explicit confirmation.
  • Does not create a new opportunity when an equivalent one is already open.
  • Task creation must be enabled.

OneChat actions

  • Locates the contact.
  • Locates the opportunity.
  • Checks the pipeline and stages.
  • Records the new scope.
  • Advances the opportunity when appropriate.
  • Updates the value using the amount confirmed in the current proposal.
  • Keeps or assigns the owner.
  • Creates the follow-up task.

Business outcome

Opportunity located · Scope updated · Stage advanced · Owner confirmed · Follow-up scheduled

Illustrative example. Available actions depend on each company’s configuration and permissions.

How the connection works

01

The customer asks

The conversation starts with a specific customer need.

02

OneChat finds what is needed

OneChat uses HighLevel to retrieve information or prepare the next supported action.

03

The business stays in control

The response follows the configuration and permissions the business has defined.

04

The conversation moves forward

OneChat answers clearly and supports the most useful continuation for the customer.

HighLevel

Control for every business

Available capabilities depend on each company’s configuration, data, and permissions.

  • Each business chooses which information and functions will be available.
  • Account access remains protected throughout the customer experience.
  • Actions that modify business data follow the company’s rules and confirmation requirements.

What you need to get started

  1. 01

    An active HighLevel account or subaccount.

  2. 02

    Approved permissions for the information and actions the business wants to enable.

  3. 03

    A OneChat plan that supports business connections.

FAQ

Frequently asked questions

Does OneChat replace HighLevel?

No. OneChat uses the enabled HighLevel capabilities to answer questions or continue a workflow from the conversation.

Does every business receive the same capabilities?

No. Available capabilities depend on each company’s configuration, data, and permissions.

How do we get started?

The OneChat team learns what the business needs and confirms which information and functions will be available before activating the connection.

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Let’s discuss your use case

Connect HighLevel with your customer conversations.

Tell us what your customers ask and what should happen next. Our team will help you define the connection.

Talk to a specialistView all integrations