Ask AI Triggers Now Live for Automated CRM Events

TL;DR

AskAI skills can now run automatically when key CRM events happen. Users can create a skill, add a trigger, and let AskAI handle the next step automatically.

Who this affects

HighLevel has not confirmed who this affects. It is unknown if this feature is available to all users or specific plan levels.

What changed

AskAI skills can now run automatically when key CRM events happen. CRM events that can trigger AskAI include:

• New contacts
• Form submissions
• Tag changes
• Appointments
• Opportunities
• Facebook leads

Users can create a skill, add a trigger, and the AskAI will handle the next step automatically. HighLevel has not confirmed any limits, plan gating, or rollout status for this feature.

Where to find it

HighLevel has not published the exact location yet. Based on the functionality, it will likely be found within the AskAI section, where users configure their skills, with a new option to add triggers linked to CRM events.

How agencies will use this

Agencies can use this to automate initial client interactions or internal processes. For instance, an agency could set up an AskAI skill to run when a new contact is added from a Facebook Lead Ad. The AskAI skill could be designed to analyze the contact's initial information and then update their custom fields or add a specific tag based on the lead's inferred interest, without human intervention. Another use case is for form submissions: if a prospect fills out a specific 'Request a Demo' form, an AskAI skill could automatically qualify the lead based on their responses and then create an opportunity in the pipeline with a specific stage, saving agency staff time.

Our take

This is a major update. The ability to automatically trigger AskAI skills based on CRM events significantly expands its utility. It moves AskAI from a manual query tool to an automated process engine, which can streamline agency operations and client management without manual intervention. This could be a significant time-saver for repetitive lead qualification or data enrichment tasks.