AutomationFlowsAI & RAG › Manage Gohighlevel CRM with Conversational AI Assistant and Gpt-4o

Manage Gohighlevel CRM with Conversational AI Assistant and Gpt-4o

ByAbdellah Homrani @adamcrafts on n8n.io

This automation sets up an intelligent AI assistant directly connected to your GoHighLevel CRM. Instead of clicking through menus and forms, you can now manage your entire sales pipeline through a simple chat conversation. It's like having a dedicated, 24/7 sales operations…

Chat trigger trigger★★★★☆ complexityAI-powered23 nodesMemory Buffer WindowHigh Level ToolChat TriggerAgentOpenAI Chat
AI & RAG Trigger: Chat trigger Nodes: 23 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #5131 — we link there as the canonical source.

This workflow follows the Agent → Chat Trigger recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "5b13ce35-0fb0-4966-8e97-23b8d7099a39",
      "name": "Conversation Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        180,
        -920
      ],
      "parameters": {
        "sessionKey": "={{ $json.sessionId }}",
        "contextWindowLength": 50
      },
      "typeVersion": 1
    },
    {
      "id": "eed9e953-f1c8-41a5-aa3e-701ca91a63c3",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        100,
        -760
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 740,
        "content": "## Contact Management"
      },
      "typeVersion": 1
    },
    {
      "id": "0a3694c5-cc83-4825-b2b7-2e60a6ea4a18",
      "name": "Get Contact Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        200,
        -160
      ],
      "parameters": {
        "contactId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Contact_ID', ``, 'string') }}",
        "operation": "get",
        "requestOptions": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "0757b6fa-cd02-40b6-93ad-7f53e5f16719",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        780,
        -300
      ],
      "parameters": {
        "color": 6,
        "width": 340,
        "height": 80,
        "content": "## Opportunities Management"
      },
      "typeVersion": 1
    },
    {
      "id": "80760105-2936-4bfd-9c26-231a01294fad",
      "name": "Update Opportunity Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        820,
        -480
      ],
      "parameters": {
        "resource": "opportunity",
        "operation": "update",
        "updateFields": {
          "name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Name', ``, 'string') }}",
          "assignedTo": "={{ $fromAI('Assigned_To', `Choose from the list, or specify an ID using an`, 'string') }}",
          "monetaryValue": "={{ $fromAI('Monetary_Value', ``, 'number') }}"
        },
        "opportunityId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Opportunity_ID', ``, 'string') }}",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Update a new opportunity in HighLevel CRM pipeline."
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "d34c42d6-38d8-43dc-bcf8-4ba342fcc177",
      "name": "Get Opportunities Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        980,
        -480
      ],
      "parameters": {
        "limit": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Limit', ``, 'number') }}",
        "filters": {
          "query": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Query', ``, 'string') }}"
        },
        "resource": "opportunity",
        "operation": "getAll",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Get many Opportunities in HighLevel"
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "9db24d83-a0da-47f4-8127-4eb4b0ee130f",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1820,
        -1000
      ],
      "parameters": {
        "color": 4,
        "width": 280,
        "height": 760,
        "content": "## Tasks Management"
      },
      "typeVersion": 1
    },
    {
      "id": "21a2f55a-53d8-4532-bc16-d6af07791060",
      "name": "Get Opportunitiy Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1120,
        -480
      ],
      "parameters": {
        "resource": "opportunity",
        "operation": "get",
        "opportunityId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Opportunity_ID', ``, 'string') }}",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Get Opportunitiy in HighLevel"
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "42ac7d13-d554-4ecd-9b26-442321c8ce9e",
      "name": "Update Contact Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        200,
        -480
      ],
      "parameters": {
        "contactId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Contact_ID', ``, 'string') }}",
        "operation": "update",
        "updateFields": {},
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Update a new contact in GoHighLevel CRM. "
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "44acc2eb-f0b3-4aba-806a-1436522a0795",
      "name": "Create Contact Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        200,
        -640
      ],
      "parameters": {
        "email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
        "phone": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Phone', ``, 'string') }}",
        "requestOptions": {
          "allowUnauthorizedCerts": true
        },
        "descriptionType": "manual",
        "toolDescription": "Create or update a new contact in GoHighLevel CRM. ",
        "additionalFields": {
          "lastName": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
          "firstName": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}"
        }
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2,
      "alwaysOutputData": false
    },
    {
      "id": "079aaf13-f159-4bea-8272-f557f42b1539",
      "name": "Get Contacts Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        200,
        -320
      ],
      "parameters": {
        "filters": {
          "query": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Query', ``, 'string') }}"
        },
        "options": {},
        "operation": "getAll",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Get many contacts in HighLevel"
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "d40fcf37-72db-479e-962b-a0f55304957c",
      "name": "Create Opportunity Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        660,
        -480
      ],
      "parameters": {
        "name": "={{ $fromAI('Opportunity_Name', ``, 'string') }}",
        "resource": "opportunity",
        "contactId": "={{ $fromAI('Contact', `Contact Email or ID`, 'string') }}",
        "pipelineId": "={{ $fromAI('Pipeline', `Pipeline Name or ID`, 'string') }}",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Create a new opportunity in HighLevel CRM pipeline.",
        "additionalFields": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "47470e9c-3b6a-4bcf-b3c1-8c4d886fa1ca",
      "name": "Get Task Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1920,
        -380
      ],
      "parameters": {
        "taskId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Task_ID', ``, 'string') }}",
        "resource": "task",
        "contactId": "={{ $fromAI('Contact', `Contact Email or ID`, 'string') }}",
        "operation": "get",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Get Task in HighLevel"
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6bec14e0-125d-495f-adfa-3b69a7106a80",
      "name": "Get Tasks Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1920,
        -560
      ],
      "parameters": {
        "limit": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Limit', ``, 'number') }}",
        "resource": "task",
        "contactId": "={{ $fromAI('Contact', `Contact Email or ID`, 'string') }}",
        "operation": "getAll",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Get many Tasks in HighLevel"
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "ae15dbc2-ece8-4b87-8485-ae20082adfc3",
      "name": "Update Task Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1920,
        -720
      ],
      "parameters": {
        "resource": "opportunity",
        "operation": "update",
        "updateFields": {
          "name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Name', ``, 'string') }}",
          "assignedTo": "",
          "monetaryValue": "={{ $fromAI('Monetary_Value', ``, 'number') }}"
        },
        "opportunityId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Opportunity_ID', ``, 'string') }}",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Update a new Task in HighLevel CRM pipeline."
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "f3256cbe-02e2-4905-86ed-e9f2df4cf764",
      "name": "Create Task Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1920,
        -880
      ],
      "parameters": {
        "name": "={{ $fromAI('Task_Name', ``, 'string') }}",
        "resource": "opportunity",
        "contactId": "={{ $fromAI('Contact', `Contact Email or ID`, 'string') }}",
        "pipelineId": "={{ $fromAI('Pipeline', `Pipeline Name or ID`, 'string') }}",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Create a new Task in HighLevel CRM pipeline.",
        "additionalFields": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "228093a7-1bd8-4ec8-a1b6-98163ba09c1a",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1320,
        -240
      ],
      "parameters": {
        "color": 2,
        "width": 300,
        "height": 80,
        "content": "## Calendar Management"
      },
      "typeVersion": 1
    },
    {
      "id": "7eb4f106-d117-40ad-86be-dfeec480fba9",
      "name": "Book appointment Calendar Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1360,
        -400
      ],
      "parameters": {
        "resource": "calendar",
        "contactId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Contact_ID', ``, 'string') }}",
        "startTime": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Start_Time', ``, 'string') }}",
        "calendarId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Calendar_ID', ``, 'string') }}",
        "locationId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Location_ID', ``, 'string') }}",
        "requestOptions": {},
        "descriptionType": "manual",
        "toolDescription": "Book appointment in a calendar in HighLevel",
        "additionalFields": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "0e84e5cc-7c68-4701-b063-bee71f031505",
      "name": "Get Free Slots Calendar Tool",
      "type": "n8n-nodes-base.highLevelTool",
      "position": [
        1520,
        -400
      ],
      "parameters": {
        "endDate": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('End_Date', ``, 'number') }}",
        "resource": "calendar",
        "operation": "getFreeSlots",
        "startDate": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Start_Date', ``, 'number') }}",
        "calendarId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Calendar_ID', ``, 'string') }}",
        "requestOptions": {},
        "additionalFields": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "58337958-45be-4894-9e7a-667a488fe368",
      "name": "When chat message received",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -120,
        -1100
      ],
      "parameters": {
        "public": true,
        "options": {}
      },
      "typeVersion": 1.1
    },
    {
      "id": "b049019f-15cb-416f-815a-e96f914aebb6",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        340,
        -1100
      ],
      "parameters": {
        "options": {
          "systemMessage": "=You are a GoHighLevel CRM AI Assistant - a professional, efficient, and proactive sales operations expert.\n\nCORE IDENTITY:\n- Expert in CRM operations, sales pipeline management, and customer relationship optimization\n- Proactive in suggesting next steps and identifying opportunities\n- Always confirm actions taken and provide clear, actionable feedback\n\nCAPABILITIES:\nYou have access to comprehensive GoHighLevel tools:\n\u2022 Contact Management: Create, search, update contacts with full profile data\n\u2022 Opportunity Management: Create deals, manage pipeline stages, track revenue\n\u2022 Task Management: Create follow-ups, assign team members, set deadlines\n\u2022 Calendar Management: Schedule appointments, book meetings, manage availability\n\u2022 Communication: Send SMS/emails, log interactions, track engagement\n\nINTERACTION STYLE:\n- Be concise but thorough - provide essential details without overwhelming\n- Use emojis strategically for clarity: (success), (tasks), (calendar), (deals)\n- Always ask clarifying questions when information is incomplete\n- Suggest logical next steps after completing actions\n\nWORKFLOW APPROACH:\n1. Understand the request and identify required information\n2. Execute the appropriate CRM action using available tools\n3. Confirm completion with specific details\n4. Suggest relevant follow-up actions or optimizations\n\nEXAMPLES:\n- After creating a contact: \"\u2705 Contact created. Should I create a follow-up task or schedule an initial call?\"\n- After finding contacts: \"\ud83d\udccb Found 5 matching contacts. Would you like me to create an opportunity for any of them?\"\n- For incomplete requests: \"I need the contact's email to create their profile. What's their email address?\"\n\nBe the CRM expert that anticipates needs, streamlines operations, and drives sales success."
        }
      },
      "typeVersion": 2
    },
    {
      "id": "373e322d-ad2b-4072-9e1b-7ec47950ddc4",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        40,
        -920
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "201697f8-f358-4843-8503-34bf12cab5ee",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -700,
        -1120
      ],
      "parameters": {
        "width": 500,
        "height": 380,
        "content": "# AdamCrafts\n\nHey there! I'm Adam. \ud83d\ude80 I specialize in helping people master n8n, land their first client, and scale their automation business efficiently. Let's automate your success!\n\n## Need Help? \ud83d\udcde\n Detailed documentation included in the workflow package covers advanced configuration options and optimization techniques.\n\n\n\u2764\ufe0f Buy more workflows at: [adamcrafts](https://adamcrafts.cloudysoftwares.com)\n\ud83e\uddbe Custom workflows at: [adamcrafts@cloudysoftwares.com](mailto:adamcrafts@cloudysoftwares.com)"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Get Task Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get Tasks Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Create Task Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get Contact Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Update Task Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get Contacts Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Conversation Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Create Contact Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Update Contact Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get Opportunitiy Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get Opportunities Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Create Opportunity Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Update Opportunity Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          {
            "node": "AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Free Slots Calendar Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Book appointment Calendar Tool": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

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About this workflow

This automation sets up an intelligent AI assistant directly connected to your GoHighLevel CRM. Instead of clicking through menus and forms, you can now manage your entire sales pipeline through a simple chat conversation. It's like having a dedicated, 24/7 sales operations…

Source: https://n8n.io/workflows/5131/ — original creator credit. Request a take-down →

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