📘 Help Guide: Accessing & Using the Conversations Tab in HighLevel Support Doc for Internal AI Database Video Reference: “HighLevel Login & Conversations Overview”
🎯 Purpose of This Guide This guide walks you through: - Accessing your HighLevel account -Navigating to the Conversations tab - Sending and managing messages with leads - Leveraging built-in tools like templates, scheduling, and message types
🔐 Step 1: Logging In
To access your account, go to one of the following:
Use the login credentials provided to you by the GeneLaunch team.
❗Having Trouble?
If you can’t access the platform:
-
Contact your assigned coach
-
Or email support@gym.launch
💻 Device Recommendations
| Device | Notes |
|---|---|
| Desktop or Laptop | Required for full functionality and ease of use |
| Smartphone App | Recommended for on-the-go communication (App Store links provided below training video) |
✅ Use the same login on both desktop and mobile app.
💬 Step 2: Accessing the Conversations Tab
-
Log in to your HighLevel account.
-
On the left-hand side menu, click “Conversations”.
📍 This is where most of your lead communication will happen—via text, email, or social DMs (if integrated).
📨 Inside the Conversations Tab
The Conversations area is structured like a messaging inbox:
| Section | Function |
|---|---|
| Left Panel | List of all active contacts who’ve messaged you |
| Center Panel | Full message thread (like iMessage or email) |
| Blue Messages | Sent by you or your team |
| Gray Messages | Sent by the lead or prospect |
| Timestamps | Every message is dated and time-stamped for context |
✉️ Communication Channels Supported
Your inbox may include:
-
📱 SMS (text messaging)
-
📧 Email
-
💬 WhatsApp
-
📲 Instagram / Facebook DMs (optional integration)
💡 Pro Tip: If you're just starting, focus on SMS and email first.
🛠️ Bonus Features Inside Conversations
HighLevel includes several helpful tools to streamline your messaging:
| Tool | Use Case |
|---|---|
| 📎 Attach Files | Share documents, images, or PDFs |
| 😊 Emojis | Add personality to your texts |
| 📄 Snippets | Pre-built message templates for quick replies |
| ⏰ Schedule Sends | Set messages to send later (great for early-morning replies!) |
🧪 Example View
Want to see how it looks? A real client inbox would show:
-
Dozens of lead interactions
-
A full back-and-forth thread
-
SMS, email, or WhatsApp icons identifying the channel
Everything is streamlined to be as intuitive as texting from your phone.
🧩 What’s Next?
Once you're familiar with Conversations, the next step is:
📅 Calendars Tab Setup
(Where you manage appointments, confirmations, and reschedules)
You’ll learn:
-
How leads book time with you
-
How those appointments show up
-
How to connect your calendar
💡 Quick Tips for Success
-
Check your Conversations tab multiple times per day
-
Respond quickly—speed is key in lead nurture
-
Use Snippets to avoid repetitive typing
-
Schedule messages if you're working late or early
-
Add personalization whenever possible—your brand voice matters!