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✅ New(er) Users: This is for you ✅
Hi everyone, It seems that a lot of things coming up from support tickets and in the Skool posts can be mitigating by a couple of resources. 1st, for those having trouble with the client portal & GoHighLevel we highly recommend this YouTube video: https://youtu.be/onTWMj9RxBs The above video goes over everything step-by-step on integration and creation of your account and client portal. Most of the hiccups along the way tend to be: - Modified custom menu links - The custom menu link should be pasted and attached exactly as given. - Sub-account connection / no authorization to current or future sub-accounts - There are radio buttons in the connection that allows the system to connect to sub-accounts on your behalf, failure to connect those could cause connection issues in the future I.e. improper permissions. - Oauth procedure done correctly will only ever have to be done once and should not have to be touched again. 2nd, for those starting to build; here are those videos that will cover things you may have missed: 1. Chat channels: https://youtu.be/G4q0HQ9_VkI 2. Voice channel: https://youtu.be/WynWnFqIhws Some common issues tend to arise on configurations will calendars from the GoHighLevel side, However we provide robust meta information in the task performed in the conversations tab in the client portal for you to see. All videos together amount to around 47 minutes in total since they are around 15 minutes a piece and should help with step-by-step foundational steps. Let us know if this helps. -- Thanks, Assistable.ai Team
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New comment 3d ago
✅ New(er) Users: This is for you ✅
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🚨 Assistable & GHL setup, tours of all portals, and re-billing 🚨
Official videos are available in the Classroom section of Skool and Assistable.ai's YouTube channel for easy access. These video's will go over A-Z setting up the connection between Assistable.ai & GoHighLevel, a tour of your agency's workspace, your clients app portal, and how to set up and deploy re-billing which includes pay-as-you-go and subscription-based billing. The Youtube link for Assistable.ai's official channel: https://www.youtube.com/@assistable-ai 1. Setting up the connection between Assistable.ai & GoHighLevel: https://www.youtube.com/watch?v=PYt6N_TgHO4 2. Full Assistable.ai agency workspace tour: https://www.youtube.com/watch?v=PYt6N_TgHO4 3. Fill Assistable.ai client app portal tour: https://youtu.be/csgph_sBCoc 4. Assistable.ai re-billing setup, client payments and management: https://youtu.be/eZEHtYvp0_4 Let us know in the comments below if these are helpful! -- Disclaimer: Assistable.ai is not associated with GoHighLevel and acts as a 3rd party plug-in. Assistable.ai is an AcquireHouse company and not associated with 3rd party vendors or partners in an official capacity and does not charge for support. Please follow verified Assistable Machine Learning Inc. tutorials for the most up-to-date information on integration and use-cases.
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New comment 7d ago
🚨 Assistable & GHL setup, tours of all portals, and re-billing 🚨
Add tag function not working
I added some tags for the agent to add on specific conditions, but when i go through the workflow to add the condition, the tag doesn´t appear there.
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How do you handle "Always book with the contact's assigned user" on a round-robin calendar?
For example, in GHL, it gives you the option to "Always book with the contact's assigned user." In this case, GHL mention that you need to place the form before the date and time selector on the calendar, and so we did. But Assistable is the one who schedules the appointment and skips the form step... and we always have different user assigned for the meeting How can I assign the meeting to the assigned user?
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New comment 7m ago
400 bad request
someone knows anything about this?
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New comment 20m ago
400 bad request
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