AI Assistant
A context-aware chat panel that already knows the selected client — their fields, their custom values and their stage-by-stage onboarding progress.
Chat that already has the context
An AI assistant is only useful if it knows what you are looking at. Pasting a client’s details into a generic chatbot to get a generic answer is not a workflow; it is a chore with extra steps.
It loads the client, not a blank page
Open a client, open the assistant panel, and the model already has:
- every field on the client record and its current value,
- the location’s custom values,
- the onboarding progress, stage by stage, with the status of each field,
- and the crawled content of the client’s own website.
So the questions your team actually asks have real answers:
- What is still missing for this client before we can launch?
- Summarize this client’s brand and positioning from their site.
- Draft an about-us paragraph in their voice.
- Which onboarding stage are they stuck in and why?
Grounded in the client’s real site
The assistant reads the same website knowledge base that powers AI autofill — a background crawl of the client’s site stored as markdown and browsable in the app. That is why its answers about a business are specific rather than generic.
The same AI stack, the same controls
The assistant runs on the same provider ladder as the rest of Power CRM — Claude, OpenRouter, the Anthropic API, an internal gateway or OpenAI — with the same per-request toggle between the standard and the advanced model. There is one AI configuration for the whole app, in settings, under your control.
Questions about ai assistant
Do I have to paste the client's details into the chat?
No. Open a client, open the panel, and it has already loaded that client's fields, custom values and per-stage onboarding progress. You ask the question; the context is already there.
Can it tell me what is blocking a client?
Yes — that is the most common use. It reads the onboarding progress and the field statuses directly, so "what is still missing for this client" is a question it can actually answer.
Where does it get facts about the client's business?
From the client's record and from the background crawl of their website, which is stored as a browsable knowledge base in the app.
See Power CRM on your own GoHighLevel account
A 30-minute working session against a location you pick. We show onboarding, the sync conflict queue and AI field capture on real data — then you decide.