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Background & Purpose

Import sub-accounts into your GoHighLevel-connected workspace and install a custom menu link to display your AI Portal inside each sub-account. This ensures seamless integration and accessibility of your portal for clients, with automation and visibility at scale.

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Step-by-Step Instructions

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1. Import Sub-Accounts to Workspace

  1. Go to your buildassistants.app workspace
  2. Click Import Installed to fetch all sub-accounts linked to your GoHighLevel connection
  3. Choose to:
    • Select specific sub-accounts to import
    • Select all to import all sub-accounts
⚠️ Plan Limit Warning: If you are on a limited plan (e.g., 3 sub-accounts), avoid importing more than your limit — archive extras as needed
  1. In your workspace, click Custom Menu Link
  2. Copy the unique URL generated for your agency and workspace
  3. This link allows the AI Portal to be displayed in each sub-account
  1. In GoHighLevel, switch to Agency View
  2. Navigate to: Settings > Custom Menu
  3. Click Create (if one isn’t already there)
  4. Paste the exact custom menu link (leave variables untouched — system auto-configures per sub-account)
  5. Keep it as an iframe
  6. Name it (e.g., “AI Portal”, “AI Builder” — your choice)
  7. Set visibility:
    • Do not show on Agency Sidebar
    • Do show on all sub-accounts or select specific ones
    • Use role-based visibility if needed
  • Enable microphone access for the AI Portal
  • This allows testing of voice agents via the embedded Voice Lab
  • Skipping this may cause errors during voice tests

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5. Save and Confirm Setup

  1. Click Save
  2. Navigate to any sub-account
  3. Scroll to the sidebar — you should see the new AI Portal menu item
  4. Click it to verify it opens your portal for that sub-account
  5. New sub-accounts will:
    • Auto-create in your workspace
    • Sync via OAuth
    • Display the AI Portal per location

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FAQs

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Q: Can I import all sub-accounts at once?

A: Yes, but make sure you’re not exceeding your plan’s sub-account limit. A: Don’t remove or replace the variable — the system configures it dynamically. A: No, one setup handles all sub-accounts automatically.

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Q: What happens when someone clicks the custom menu link?

A: It creates, links, and syncs the sub-account in your workspace.

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Q: Why is microphone access needed?

A: It’s required to test voice agents using the built-in Voice Lab.

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Key Integration Benefits

  • ✅ Seamless portal access directly from GoHighLevel sidebar
  • ✅ Automatic sub-account synchronization via OAuth
  • ✅ Scalable deployment across unlimited sub-accounts
  • ✅ Dynamic configuration with preserved variables
  • ✅ Voice testing capabilities with microphone access
  • ✅ Role-based visibility controls for customized access
  • ✅ One-time setup for ongoing automation