HighLevel is multi-tenant by design, so the first thing we build is not a capability. It is the location scoping that keeps an agent inside one sub-account. The second is the send gate, because conversations here run over SMS and email.
01Use
Each one is scoped to a single location, reads far more than it writes, and stops at a decision you named before we built it.
The agent scores an inbound lead against your criteria, enriches the record, sets the custom fields you use for routing and moves it to the right pipeline stage.
The agent reads a thread across SMS, email and messaging, summarizes where it has got to, and drafts the reply for a person to send.
The agent checks calendar availability, proposes slots that fit your rules on notice, duration and who is qualified to take the call, and prepares the booking.
02Wire
One agent, one location, one set of granted permissions. Nothing reaches across a client boundary because nothing is given the credentials to.
03Gate
Most platforms need a gate on write actions. HighLevel needs that and a hard boundary between the sub-accounts an agency runs.
An agent is issued credentials for one sub-account and its tools carry that location on every call. It cannot read another client's contacts or write to their pipeline, because the request never gets built. This is the first thing we put in place, before any capability is added on top of it.
Nothing goes out over SMS or email until a person clears it. Outbound messaging is regulated, so we do not make this gate optional and we do not ship a mode that turns it off. The agent produces a draft on the conversation, a named person sends it, and the run is traced either way.
We build the approval step, the trace and the record of who cleared what. We do not advise you on the rules that apply to your messaging, and we do not certify anything on your behalf. Bring your own counsel for that part and we will build to what they tell you.
04Asked
Not as one shared instance. An agent is bound to a single location, and that binding sits in the tool layer, so a call for another sub-account's records fails rather than returning them. The same agent is rolled out across sub-accounts as separate scoped installs through the marketplace app, each with its own permissions. That way widening what an agent can do in one sub-account is a decision you make for that sub-account, not a change that quietly lands everywhere.
No, and we would rather it did not. Workflows keep the deterministic steps: a tag fires, a delay runs, a field is set. The agent takes only the parts that need judgement, like reading a messy inbound thread and working out what it is actually about. The two run side by side, with webhooks such as ContactCreate, OpportunityStatusUpdate and InboundMessage handing work to the agent and the workflow carrying on afterwards.
You are, as the sender, and we build so that a person is always in that loop. Outbound SMS and email are regulated, so we do not make the send gate optional: the agent drafts, a named person clears it, and the run is traced so you can see what was drafted and who approved it. We are not your legal advisers on this and we will not build a version of the agent that sends on its own.
Related work: agent engineering for the agent itself, and automation and workflows for the deterministic steps around it.
Pick a single location and one job inside it. We will scope the agent to that location, agree the gate on every send, and show you the trace before you roll it out to the rest.
