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How to Deploy a Chat Assistant on Live Chat With Active Tags
Deploying an AI assistant on live chat means three pieces: configuring the assistant's model and tools, creating an active tag that connects the AI to a contact, and a workflow that adds that tag whenever a contact replies via live chat. Once tagged, the assistant responds automatically in the live chat widget.
Deploying to live chat has three moving parts: the assistant’s own settings, an active tag that connects the AI to a specific contact, and a workflow that applies that tag automatically. Once all three are in place, the assistant replies inside your website’s live chat widget without manual intervention.
Steps
- Configure the assistant. In GoHighLevel, open the assistant and set its model, response wait time, maximum responses and temperature to match how quickly and predictably you want it to reply. Assign tools for checking availability, booking, rescheduling and canceling appointments if it should handle bookings.
- Create an active tag. An active tag is what connects the AI to a contact — create one (for example, a test tag) and assign it to the assistant.
- Build the workflow. Create a new automation triggered when a customer replies via live chat. Prevent reentry so the same contact doesn’t get re-tagged and re-triggered repeatedly.
- Check for an existing tag before adding the new one — if the contact is already tagged, skip re-tagging; otherwise, add the active tag to connect the AI.
- Create the live chat widget. Name it, customize the styling and remove branding if you want, then follow the embed instructions for your website or WordPress site.
- Test the setup. Load the page with the widget live, send a message, and watch the AI’s response come through in the conversation inbox.
Common questions
Why does the workflow need a “check for existing tag” step? Without it, every reply could re-add the tag and potentially re-trigger downstream automations, creating duplicate or repeated AI engagement on the same conversation.
Does this work the same for SMS or Instagram? The active-tag mechanism is the same, but the trigger and channel filter differ — see how to deploy a chat assistant on SMS, Instagram, Facebook and WhatsApp.
Next step
If the widget loads but the assistant doesn’t reply, see fix: chat AI not responding. To deploy the same assistant across SMS and social channels, continue to how to deploy a chat assistant on SMS, Instagram, Facebook and WhatsApp.