Every guide, step by step
37 guides with written steps and video walkthroughs. Pick a topic or jump to a section.
Troubleshooting
Fix: No Active CRM Connection Error on Sub-Account
Resolve the No Active CRM Connection error between a GoHighLevel sub-account and Assistantz.ai, including the direct connection fallback method.
Open guideFix: AI Assistant Not Booking Appointments
Diagnose why your Assistantz.ai assistant can't book appointments, using the CASPER order: calendar, ability, settings, prompt, event, refresh.
Open guideFix: AI Assistant Not Transferring Calls
If your Assistantz.ai voice assistant won't transfer a call to a human, recheck the transfer tool setup — name, description, number and prompt reference.
Open guide VideoFix: AI Assistant Not Saving Name, Email, Phone or Address
If your Assistantz.ai assistant isn't saving contact details, check the update details and update address tools are assigned and correctly referenced.
Open guideFix: AI Assistant Not Filling Custom Fields With Custom Tools
If a custom tool isn't writing to a custom field, recheck the parameter names, the endpoint URL and the tool's description against your actual field setup.
Open guideFix: Chat AI Not Responding
If your Assistantz.ai chat assistant isn't replying on live chat, SMS or social channels, recheck the active tag workflow and channel connections.
Open guide VideoFix: Unable to Buy a Phone Number in Assistantz.ai
Troubleshoot a failed phone number purchase in Assistantz.ai — number limits, wallet balance, permissions and area code availability.
Open guideConnect to GoHighLevel
How to Connect Assistantz.ai to GoHighLevel
Connect your Assistantz.ai account to a GoHighLevel sub-account so you can deploy AI voice and chat assistants — no code, no Zapier.
Open guide VideoHow to Set Up a Custom Menu Link in GoHighLevel
Add Assistantz.ai as a custom menu link inside GoHighLevel sub-accounts so your team can manage assistants without leaving the GHL dashboard.
Open guide VideoHow to Connect Your Stripe Account for Rebilling
Connect Stripe to your Assistantz.ai dashboard to rebill clients for AI voice minutes, chat messages and phone numbers at your own markup.
Open guide VideoHow to Activate Your Wallet for AI Call and Chat Billing
Add balance to your Assistantz.ai wallet and turn on automatic recharge so your AI voice and chat assistants never run out of usage mid-conversation.
Open guide VideoHow to Set Up White Label Branding
Customize the Assistantz.ai dashboard with your own logo, company name, accent color and custom domain for a fully white-labeled client experience.
Open guide VideoHow to Set Up Client Rebilling and Wallets
Turn on rebilling per client sub-account, set your markup, and invite clients to fund their own Assistantz.ai wallet for AI voice and chat usage.
Open guideSupport & Access
How to Contact Assistantz.ai Support on WhatsApp
Get Assistantz.ai platform support fast: add the official Assistantz.ai WhatsApp number for technical help with your account, assistants and billing.
Open guideAssistantz.ai Platform Login Link
The direct login link to the Assistantz.ai admin dashboard, where you manage assistants, sub-accounts, billing and white label settings.
Open guideAssistantz.ai Platform Tour (Video Walkthrough)
A guided video tour of the Assistantz.ai dashboard — assistants, sub-accounts, billing and white label settings — before you start setup.
Open guideBuild Your Assistant
How to Create a Knowledge Base for Your AI Assistant
Give your Assistantz.ai assistant a knowledge base of website content, documents and FAQs so it answers accurately without a longer prompt.
Open guide VideoHow to Create Your Chat and Voice Assistant
Create an Assistantz.ai chat and voice assistant and tune the settings that matter most: noise handling, voicemail, custom variables and post-call data.
Open guideAI Prompting Guide: Best Practices for Assistantz.ai
Write AI prompts that sound human, not robotic, using the ISRT framework: identity, style guardrails, response guidelines and tasks.
Open guide VideoHow to Create a Voice Widget for Your Website
Build an embeddable voice widget for your website that lets visitors talk to your Assistantz.ai AI assistant directly, with booking built in.
Open guide VideoHow to Deploy a Chat Assistant on Live Chat With Active Tags
Connect a GoHighLevel live chat widget to your Assistantz.ai chat assistant using an active tag and a workflow trigger, step by step.
Open guide VideoHow to Deploy a Chat Assistant on SMS, Instagram, Facebook and WhatsApp
Connect your Assistantz.ai chat assistant to SMS, Instagram DM, Facebook Messenger and WhatsApp using an active tag workflow in GoHighLevel.
Open guide VideoHow to Purchase and Assign a Phone Number to Your AI Caller
Buy a phone number inside GoHighLevel and assign it to your Assistantz.ai voice assistant so it can make and receive calls.
Open guideHow to Import a Twilio Phone Number for AI Calling
Import your own number into Assistantz.ai via Twilio Elastic SIP Trunking — full setup for US and international numbers, step by step.
Open guide VideoHow to Deploy an Inbound and Outbound AI Call Assistant
Set up inbound AI answering and build an outbound calling workflow in GoHighLevel, including drip campaigns and compliance windows.
Open guideAI Call Disposition Tags Explained
Every AI call automatically applies a disposition tag to the contact — here's the full list and what each one means, no setup required.
Open guide VideoHow to Change Your Assistant's Voice and Language
Change your Assistantz.ai voice assistant's voice, language and speech settings — response speed, interruption sensitivity, talk speed and tone.
Open guideAdvanced Tools & Automation
How to Create a Tool to Add and Remove Tags
Give your Assistantz.ai assistant a custom tool that tags contacts mid-conversation, then trigger a GoHighLevel workflow off that tag.
Open guide VideoHow to Set Up Live Call Transfer (Cold and Warm)
Create a transfer_call tool so your Assistantz.ai voice assistant can hand off a live call to a human, cold or warm, when a caller needs one.
Open guide VideoHow to Create a Custom Tool to Extract Data and Fill Custom Fields
Build a custom tool that lets your Assistantz.ai assistant call any API — extract data, fill CRM fields, book to external systems and more.
Open guide VideoHow to Set Up a Post-Call Webhook for Transcripts and Workflows
Send the full call transcript, recording and sentiment data to a GoHighLevel workflow after every AI call, to trigger notifications or automations.
Open guide VideoHow to Set Up a Custom Voicemail Message
Configure your Assistantz.ai AI assistant to detect voicemail and leave a custom message, in the language you choose.
Open guidePrerequisites
How to Fill In Your Business Information in GoHighLevel
Fill in your GoHighLevel Business Profile correctly before connecting Assistantz.ai — required fields, website format and why it matters.
Open guide VideoHow to Add a Team Member to Your GoHighLevel Sub-Account
Add a team member to a GoHighLevel sub-account and assign them to a calendar so your Assistantz.ai AI assistant can book appointments.
Open guide VideoHow to Create and Activate a Calendar in GoHighLevel
Create a Round Robin calendar in GoHighLevel and activate it so your Assistantz.ai AI assistant can check availability and book appointments.
Open guideHow to Connect Your Facebook Business Page and Instagram
Connect your Facebook Business Page and professional Instagram account to GoHighLevel so your Assistantz.ai chat assistant can reply on both channels.
Open guide VideoHow to Buy or Import a Phone Number for AI SMS
Buy or import an SMS-capable phone number in GoHighLevel for your Assistantz.ai AI assistant — toll-free numbers, verification and required documents.
Open guidePut an assistant live in your first client account today
Fourteen days free, a 1-on-1 onboarding call included, no contract. Voice from 9¢ a minute all-in, and you set the client's price.