GoCSM AI connector
Make GoCSM the data layer for your AI agents.
GoCSM already sees every login, feature, payment and signal across your HighLevel clients. Connect Claude, ChatGPT or any agent that takes custom connectors, ask anything, and act on the answer.
Included with Basic, Pro and Premium.
Your AI agent, connected to GoCSM
Who’s at risk this week? Save them.
3 clients look at risk. One has a failed payment, one hasn’t logged in for 18 days, one renews in 12 days with falling usage.
Found 3 at-risk clientsreads GoCSM
Messaged each owner your booking linkvia HighLevel
Fired your “Win back” workflowvia HighLevel
Example. Actions that send or change something are marked so your agent can ask you first.
Questions you can ask
The connector gives your assistant read access to client health, logins, adoption, revenue, renewals and feedback. These are real questions it can answer.
“Which clients should I call today, and why?”
A ranked list of at-risk accounts with a plain-English reason for each.
“Who hasn’t logged in for 14 days?”
Users with no web or mobile login in the window you name.
“Which renewals in the next 30 days look risky?”
Upcoming renewals rated low, medium or high risk.
“Which accounts have failed payments?”
Failed or past-due payments and low wallet balances.
“Which sub-accounts never set up calendars?”
Accounts missing a feature, from adoption data.
“How did revenue and churn change this month?”
Revenue, churn and renewals compared with the previous period.
“Which healthy clients have outgrown their plan?”
Accounts that look ready for an upgrade conversation.
“Show me clients who left a 5-star rating.”
Feedback responses with rating, comment and contact.
Four actions that send or change something
Everything else is read-only. These four change data or contact someone, and they are marked so your agent can ask you first.
Trigger a HighLevel workflow
Runs one of your workflows for chosen accounts or users. For more than 25 recipients it shows a preview first and waits for your confirmation.
Send a message
Sends through the client’s HighLevel conversation by SMS, email, WhatsApp, Instagram, Facebook or live chat, using channels already set up.
Mark a priority account
Flags the account so it sorts to the top and can be targeted by playbooks.
Mark a key user
Gives that person’s activity more weight in the account’s health score from the next nightly update.
How to connect
Add GoCSM to your agent
Add GoCSM as a custom connector in Claude, ChatGPT or another agent, using the connector link from your GoCSM setup.
Sign in and approve access
Your agent opens a GoCSM sign-in page. Paste a read-only HighLevel key from your GoCSM sub-account; our setup guide shows where to find it.
Ask your first question
Start with “Which clients need attention this week?” and check the answer against your GoCSM dashboard.
AI connector questions
Which plans include the AI connector?
Basic, Pro and Premium. Login Activity does not include it.
Which AI assistants work with it?
Agents that support custom connectors, including Claude (desktop and web), ChatGPT, Cursor and Cline. Connect it once and the assistant can use the GoCSM tools you allow.
Can the assistant change anything without asking?
The four action tools are marked as making changes, so assistants that respect those markers ask before using them. Review every action before you approve it.
Is there a feedback-request tool?
Your agent may list one, but it isn’t live yet and sends nothing. To ask clients for a rating, turn on rating requests in GoCSM.
Whose data can it see?
Only your own agency’s GoCSM data. Every request is scoped to the agency you sign in with.
Do I need HighLevel SaaS mode?
Only for revenue, renewal and payment questions, which come from HighLevel SaaS billing. Logins, adoption, health and feedback work without it.
Put your client data to work in your AI assistant.
Included with Basic, Pro and Premium.