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GoHighLevel Integration Setup Guide

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TL;DR - Quick Setup

You need an Agency-level token (not Sub-Account) because:
  1. We need to see all your locations during setup
  2. Your AI agent can book appointments at any of your locations based on caller requests
5 Required Scopes:
  • locations.readonly - View your locations
  • contacts.write - Manage contacts
  • calendars.readonly - View calendars/availability
  • calendars/events.write - Book/reschedule/cancel appointments
  • conversations/message.write - Send SMS confirmations
Quick Steps:
  1. GoHighLevel → Settings → Private Integrations → Create new Integration
  2. Name: “Intavia AI Phone Agent”
  3. Check the 5 scopes above
  4. Generate Token → Copy it immediately (you can’t see it again!)
  5. Intavia → Integrations → GoHighLevel → Paste token → Select locations → Connect

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Why Agency-Level Token?

Multi-Location Support: If you have multiple GoHighLevel locations (e.g., dental clinics in different cities), your AI agent can book appointments at any location based on the caller’s request. How It Works:
  • Caller: “I’d like to book at your downtown location”
  • Agent: Books appointment at the correct location automatically
  • All your locations are available - no need to create separate integrations

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Step-by-Step Instructions

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1. Create Agency Private Integration Token

  1. Log in to GoHighLevel (Agency account, not sub-account)
  2. Settings → Private Integrations
    • Don’t see it? Enable in Settings → Labs first
  3. Create new Integration
    • Name: Intavia AI Phone Agent
    • Description: AI phone agent for appointments and contacts
  4. Select these 5 scopes: 
    ☑ locations.readonly
☑ contacts.write
☑ calendars.readonly
☑ calendars/events.write
☑ conversations/message.write
  5. Generate Token → Copy it immediately ⚠️

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2. Connect in Intavia

  1. Intavia → Integrations → GoHighLevel → Connect
  2. Paste your token
  3. Select locations (check all locations you want the agent to use)
  4. Save
Done! Your agent can now handle appointments across all selected locations.

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Troubleshooting

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”Token’s user type mismatch!” error

You created a Sub-Account token instead of Agency token. Fix: Create a new token while logged in to your Agency account (not a sub-account).

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”Invalid token” error

Token was copied incorrectly or deleted. Fix: Generate a new token, copy the entire string with no extra spaces.

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Don’t see “Private Integrations”

Feature not enabled. Fix: Settings → Labs → Enable “Private Integrations”

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References

Last Updated: December 2024