Your CRM (GoHighLevel) is where all your leads, conversations, and appointments live. Here’s a quick tour of what you’ll use day-to-day.Documentation Index
Fetch the complete documentation index at: https://docs.automationkit.ai/llms.txt
Use this file to discover all available pages before exploring further.
Video walkthrough coming soon - we’ll show you around the CRM in a short video.
Download the Mobile App
You can manage everything from your phone using the LeadConnector app.Download on iOS
Get LeadConnector on the App Store
Download on Android
Get LeadConnector on Google Play
- Google login — sign in with Google using the same email address you use for AutomationKit
- Email & password — use your AutomationKit email and password
Contacts
This is where all your leads live. Inside each contact you can see:- Full conversation history (SMS)
- Lead status and pipeline stage
- Appointment details
- Tags and notes
- All collected data (date of birth, beneficiary, coverage amount, etc.)
Conversations
This is your main inbox. All texts show up here, and the AI responds automatically. You can jump in anytime - just make sure to turn the AI off before taking over a conversation completely.Calendar
Your calendar shows all booked appointments. If you connected Google Calendar or Outlook, those events appear here too. Appointments booked by the AI show up automatically - you don’t need to do anything.Opportunities (Pipeline)
This is where you track where each lead is in the process. Common stages:| Stage | How It Gets Set |
|---|---|
| New Lead | Automatically on contact creation |
| Appointment Booked | Automatically when AI books |
| No Show | You mark it manually |
| Follow Up Needed | You mark it manually |
| Didn’t Close | You mark it manually |
| Approved / Sold | You mark it - this stops all automation |