Contacts and context
Identify the right contact and keep its follow-up context current.
- Find contacts
- Create contacts
- Update contacts
- Add notes
- Manage tags
OneChat + GoHighLevel
Turn conversations into contacts, tasks, and opportunities in GoHighLevel.
OneChat connects WhatsApp, Instagram, TikTok, and other channels to the commercial context in your GoHighLevel account. The agent can identify contacts, check pipelines and opportunities, and take follow-up actions when requested by the customer or your team.
Each business connects its authorized location and chooses which lookups and updates are enabled.
Customer channelsWhatsAppInstagramTikTok
OneChat
GoHighLevelContactOpportunityTask
Connected sales work
From contact context to the next commercial action.
OneChat uses only the capabilities documented for the authorized GoHighLevel location. Lookups are available under the connection contract, while each action that changes information is enabled separately.
Users and tasks
Find available CRM users and schedule the next authorized task.
- View CRM users
- Create and assign tasks
Pipelines and opportunities
Check the commercial path and move an opportunity forward with control.
- View pipelines and stages
- View opportunities
- Create opportunities
- Advance opportunities
- Assign opportunities
- Update opportunity value
Conversation example
A customer message can become structured follow-up.
A customer writes through WhatsApp. OneChat finds the contact using an exact email or phone match, checks whether an open opportunity already exists and, after confirmation, can create or update the contact, create the opportunity, assign it to a sales rep, add a note, and schedule a follow-up task.
Customer · WhatsApp
Create an opportunity and assign it to a sales rep.
OneChat
I found the exact contact and checked for an open opportunity.
OneChat
Please confirm the new opportunity and assignment.
Result
Opportunity created · Owner assigned · Follow-up scheduled
Four supported sales moments
Do I already have an open opportunity?
OneChat identifies the contact and checks associated opportunities.
Create an opportunity and assign it to a sales rep.
OneChat checks for open duplicates, requests confirmation, and creates the opportunity with the selected sales rep.
Schedule a follow-up task for tomorrow.
OneChat checks available users and creates the task with the authorized assignment.
Add a note and the Interested tag.
OneChat updates the contact after a direct request or confirmation.
Contact-to-opportunity flow
Keep the commercial path clear from the first message.
Conversation
The customer or your team requests a commercial action.
Exact contact
OneChat matches the email or phone in the authorized location.
Opportunity check
It checks whether an associated open opportunity already exists.
Confirmation
A direct request or explicit confirmation authorizes the change.
Follow-up
The opportunity, owner, note or task is updated as requested.
Control and security
Control for every action
Each business connects its authorized location and chooses which lookups and updates are enabled.
- Each business connects only its authorized location.
- Actions that change information are enabled individually.
- OneChat requires a direct action or confirmation before making changes.
- Sensitive contact values are shown only in partial form.
- Identification and idempotency controls help prevent duplicates.
Requirements
What you need to connect GoHighLevel.
- 01
A GoHighLevel account or subaccount that supports a Private Integration.
- 02
A Private Integration Token with the required permissions.
- 03
The subaccount Location ID.
- 04
A OneChat plan with AI Hub and business connections.
- 05
Configuration of the specific actions your business wants to enable.
Frequently asked questions
Clear answers before you connect.
Do I need to install an add-in in GoHighLevel?
No. The connection uses a Private Integration and the official GoHighLevel API.
Which GoHighLevel information can OneChat use?
OneChat can identify contacts, view users, pipelines, stages and opportunities, and use the actions your business individually enables for contacts, tasks and opportunities.
How are changes controlled?
Each write action is enabled separately, and OneChat requires a direct request or explicit confirmation before changing information.
What do I need to connect GoHighLevel?
You need an account or subaccount that supports a Private Integration, a token with the required permissions, its Location ID, and a compatible OneChat plan with AI Hub and business connections.
OneChat + GoHighLevel
Turn the next conversation into an organized sales follow-up.
See how OneChat can connect your customer channels with the contacts, tasks, pipelines and opportunities in your authorized GoHighLevel location.