CRM
Connect HighLevel to Your AI Agents
Enable your Wkil agents to retrieve conversations, track pipelines and appointments, and organize contacts through HighLevel.
Authentication: OAuth 2.0
What you can do
- Retrieve and search conversations
- Track sales pipelines and appointments
- Organize contacts with tags
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Get Conversation Messages
Retrieve messages from a conversation.
Get Pipelines
Retrieve sales pipelines configured on the account.
Search Conversations
Search conversations matching a filter.
Get Calendar Appointment
Retrieve details of a scheduled appointment.
Create Tag
Create a new tag to organize contacts.
Practical agent use cases
- An agent searches for a customer's conversation history before replying.
- An agent tags a contact once they move to a new pipeline stage.
How it works with Wkil
- 1Choose the integrationAdd HighLevel to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent manage a full sales pipeline?
An agent can retrieve pipeline and conversation data and apply tags as part of a broader sales workflow.