AI agents for HighLevel
A Monmo agent works in HighLevel the way an agency account coordinator would. It checks each client sub-account every morning, keeps opportunities moving through the client's pipeline, drafts email replies in Conversations, audits workflows and calendars before a launch, and writes the monthly report each client expects. It uses your own HighLevel access and asks before it sends, publishes or changes anything in a sub-account.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in HighLevel
Check every sub-account each morning
Each weekday at 8 it reads every client sub-account and tells you where something needs attention: unanswered conversations, new leads with no opportunity, empty calendars or a workflow that stopped firing.
AskEvery weekday at 8, check all our HighLevel sub-accounts and list what needs attention in each.
Write the monthly client report
On the first of each month it pulls leads, booked appointments, opportunities won and pipeline value per sub-account, adds the Meta Ads or Google Ads spend you connect, and drafts a report in Google Slides.
AskOn the 1st of each month, draft a report for each client: leads, appointments, won value and ad spend, in Google Slides.
Keep client pipelines moving
For each sub-account it finds opportunities stuck in a stage or missing a value, reads the conversation history, and proposes the next stage or a follow-up for the client's team.
AskIn the Smile Dental sub-account, find opportunities stuck in Contacted for over a week and propose next steps.
Draft replies in Conversations
It reads unanswered email and chat conversations for a client, checks the business details you have given it, and drafts replies. Every reply waits for approval, and it does not send text messages.
AskDraft replies to the unanswered email enquiries in the Oakfield Fitness sub-account and hold them for approval.
Audit a build before launch
Before a client goes live it checks the funnel pages, form fields, calendar availability, workflow triggers and the contact fields each step relies on, and gives you a list of what is broken or missing.
AskAudit the new Riverside Clinic sub-account before Monday's launch: funnel, forms, calendar and workflows.
Prepare review requests and replies
It lists customers marked as completed jobs for each client and drafts the review request, and drafts replies to new Google Business Profile reviews. Sending and posting wait for the client's or your approval.
AskDraft replies to this week's new Google reviews for each client and ask me before posting any.
Compare snapshots with a live account
When you update your agency snapshot, it compares it with a client's sub-account and lists which pipelines, workflows and templates differ, so you decide what to bring across.
AskCompare our latest dental snapshot with the Smile Dental sub-account and list what's different.
How it connects
- 1You connect HighLevel once with your own agency access, or with a sub-account's access if you only work in one client. Tokens and app installs are managed by agency or sub-account admins, so one of them may need to set it up. The agent sees only the sub-accounts that access covers.
- 2You choose which agents may use HighLevel. An account management or marketing agent fits; for client privacy you can keep each agent to the sub-accounts it serves.
- 3Reading contacts, opportunities, conversations, calendars and reports happens without asking. Sending any reply, changing an opportunity or contact, editing a workflow, funnel or calendar, and posting a review reply all ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; HighLevel is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent manage client sub-accounts in HighLevel?
It can do the daily checking and preparation across them. A Monmo AI agent reads each sub-account, flags what needs attention, keeps pipelines current and drafts replies and reports. Changes to any sub-account wait for your approval, through the HighLevel connection or in its own browser when the connection does not cover something.
Can it send SMS from HighLevel?
No. A Monmo agent does not send text messages or make phone calls. In Conversations it drafts email and chat replies for your approval. Any SMS campaigns or calls you run in HighLevel stay with you and your clients' teams.
Can the agent build HighLevel workflows and funnels?
It can plan them, check them and make changes with your approval. The agent can write the steps of a workflow, draft funnel copy and audit a build before launch. Editing a workflow, funnel or calendar in a client's sub-account shows a card first, since a wrong trigger can reach real customers.
Is it useful for a white-label agency on HighLevel?
Yes. The work agencies repeat for every client, morning checks, monthly reports and launch audits, is where an agent helps most. It works in your agency's name and branding through your own access; clients see the reports and replies you approve, not the agent.