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📋 Prerequisites

Before you create a GHL widget, make sure you’ve completed the following:

  • ✅ Created a Knowledge Base (with your documents, FAQs, and helpful resources)
  • ✅ Built an Assistant (this is the “brain” of your chatbot)
  • ✅ Connected your GHL Integration via the GHL Tool

📘 Helpful Links

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🧩 Creating the GHL Widget

Once your Assistant and GHL connection are ready, follow these steps to create the widget:

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🔧 Step-by-Step Instructions

  1. Log in to your Insighto.ai Dashboard
  2. Navigate to AI Agents > Widgets
  3. Click on Add a Widget

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📝 Fill in the Widget Details

Provide the following information:

  • Provider: Select GHL
  • Widget Type: Choose between Chat, Call, or any other applicable type
  • Name: Give your widget a friendly, recognizable name (e.g., “GHL SMS Bot”)
  • Description: Add a short internal note (e.g., “Responds to SMS and live chat inquiries”)

After the basic details:

  1. Select the Integration Name: This should be the GHL integration you’ve already configured via the GHL tool in Insighto.ai.
  2. Choose Response Channels:
    Select the GHL channels where you want the Assistant to respond. Options may include:
    • SMS
    • Live Agent Chat
    • Other GHL-enabled communication channels

⚠️ Important:
The Assistant will only respond to messages received through the channels selected during widget creation. If a message comes through a non-selected channel, it will be ignored.

  1. Enter the Location ID
    This is the unique GHL location identifier linked to your account or workspace.

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✅ Final Step: Submit

After filling in all fields:

  • Click Submit to finalize the widget setup

Once created, Insighto.ai will automatically start responding to messages from the selected GHL channels. The Assistant will reply through the same channel used by the customer, ensuring a seamless and unified experience.

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📌 Example Use Case

Imagine someone sends your business an SMS via your GHL-connected number. With this widget configured:

  • The Assistant will detect the message
  • Analyze it using your knowledge base and context
  • Instantly reply via SMS, without the need for human intervention

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🧪 Testing and Troubleshooting

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✅ To test your widget:

  1. Send a message via the selected GHL channel (e.g., SMS)
  2. Wait for the Assistant to reply
  3. Check if the response is accurate and channel-specific

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🛠 Common Troubleshooting Tips

IssueSolution
No response from AssistantConfirm selected channels during widget creation match where the message is coming from
Wrong or missing Location IDDouble-check your GHL account to find the correct location ID
Widget doesn’t appear in listRefresh dashboard or recheck integration settings under GHL Tool

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📘 Need Help?

Having trouble setting up your GHL widget?
Reach out to Insighto.ai Support or consult our full Help Center for advanced guides and troubleshooting.