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GHL SetupGuide

Step-by-step to connect GoHighLevel and activate the demo workflows

STEP 1
Create GoHighLevel Account
Get a 30-day free trial or $497/mo Agency account
  1. Go to app.gohighlevel.com and sign up for a 30-day trial (no credit card required)
  2. During setup, create your first Location — this represents a client business (e.g., "HVAC Pro LLC")
  3. Copy your Location ID from Settings → Business Info — you'll need it to connect
  4. In Settings → Integrations, enable the Contacts API and Calendar API
Agency plan ($497/mo) lets you manage multiple client locations. The trial works for a single location demo. Location ID looks like: abc123def456...
STEP 2
Register Your OAuth App
Create a GHL integration app to get API credentials
  1. In GHL, go to Settings → Integrations → My Apps → Create App
  2. App name: AnswerDesk Demo
  3. Redirect URI: https://answerdesk-2.polsia.app/api/ghl/callback
  4. Copy your Client ID and Client Secret
  5. Set the following OAuth scopes: locations.readonly contacts.readonly contacts.write calendars.readonly calendars.write opportunities.write
# Add to your Render environment variables: GHL_CLIENT_ID=your_client_id GHL_CLIENT_SECRET=your_client_secret GHL_REDIRECT_URI=https://answerdesk-2.polsia.app/api/ghl/callback
STEP 3
Connect in Demo Hub
OAuth flow connects your GHL location to AnswerDesk
  1. Go to /admin/demo-hub
  2. Click "Connect GHL →" button
  3. You'll be redirected to GHL — select your Location and authorize
  4. You'll be redirected back with ?connected=true — GHL is live!
STEP 4
Configure Webhooks
Route GHL events to AnswerDesk for real-time workflow triggers
  1. In GHL: Settings → Integrations → Webhooks → Create Webhook
  2. Set the webhook URL to:
https://answerdesk-2.polsia.app/api/webhooks/ghl
  1. Subscribe to these events: Contact Create, Contact Update, Appointment Booked, Opportunity Create
  2. Set authentication header if required: X-AnswerDesk-Secret: your_secret
STEP 5
Connect Google Calendar
Demo appointments sync to a Google Calendar for live booking demos
  1. Go to /api/calendar/auth to start OAuth flow
  2. Authorize Google Calendar access (read/write scope)
  3. You'll be redirected back with ?calendar_connected=true
  4. Book a test appointment on the Demo Hub — it creates a real Google Calendar event
STEP 6
Create GHL Automations
Build the trigger automations that AnswerDesk drives

In GHL → Automations, create these triggers. AnswerDesk sends the events via webhook — GHL automation handles the action:

WorkflowGHL TriggerGHL Action
Missed Call Text BackWebhook receivedSend SMS via Conversations
AI Voice ReceptionistIncoming CallAI Flow (trigger AnswerDesk)
Appointment ConfirmationAppointment CreatedSend SMS (24hr before)
Review RequestAppointment Status = CompleteSend Review Request SMS
No-Show ReactivationAppointment Status = No-ShowStart Re-engagement Sequence
REPLICATE
For Each New Client
Repeat this checklist to spin up a new demo in 15 minutes
  1. Create GHL account / use existing agency account
  2. Create new Location for the client
  3. Set up OAuth app with client's redirect URI (if custom domain)
  4. Add client location in AnswerDesk admin
  5. Configure webhooks for client's location
  6. Connect Google Calendar (optional for demo)
  7. Create 3-5 demo contacts in the system
  8. Test each workflow from Demo Hub
  9. Book a live demo call using the demo phone number
Demo phone number: When connected to Twilio, AnswerDesk gives each client a dedicated demo phone number. Call it to trigger the AI Voice Receptionist workflow live in a sales call.
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