Ask AI Skills Now Trigger Automatically on CRM Events

TL;DR

Ask AI skills can now automatically trigger based on various CRM events. This means manual initiation is no longer required in these specific scenarios.

Who this affects

This primarily affects agency owners and SaaS entrepreneurs utilizing GoHighLevel's Ask AI features for client accounts. Anyone looking to automate responses or actions based on contact, form, survey, tag, appointment, opportunity, or Facebook lead events should pay attention. HighLevel has not confirmed who is specifically affected beyond this.

What changed

Ask AI skills can now automatically trigger when a CRM event happens. Manual conversation initiation is no longer required for Ask AI skills in these scenarios. Triggers for Ask AI skills include:

• Contact created
• Form submitted
• Survey submitted
• Tag added
• Appointment booked
• Opportunity created or status changed
• Facebook lead received Users can build an Ask AI skill and its trigger directly from the Ask AI chat. HighLevel has not confirmed any limits, plan gating, or the rollout status for this feature.

Where to find it

Users can build an Ask AI skill and its trigger directly from the Ask AI chat. HighLevel has not published the exact navigation path, but it will be found within the Ask AI chat interface, likely when configuring an Ask AI skill.

How agencies will use this

An agency could set up an Ask AI skill to automatically qualify new leads. When a new contact is created from a specific lead form, the 'Contact created' CRM event would trigger the Ask AI skill. This skill could then ask a series of qualifying questions, gather key information, and update the contact record or opportunity stage without any human intervention. For instance, if a prospect fills out a 'Free Consultation' form, the Ask AI could immediately engage, ask about their business needs, and then, based on their responses, either tag them for a specific sales team or even book an appointment through an integrated calendar link, all automated from the initial 'Form submitted' event.

Our take

This is a standard update that brings more automation to Ask AI skills. It's a useful iteration for those already leveraging Ask AI, allowing for more hands-off engagement. For agencies not heavily invested in Ask AI, this change is minor this week. It addresses a limitation where manual initiation was previously a bottleneck for certain automation use cases.