Suggested action:Rohan, I’m sorry routing still slows you down. We rebuilt it this spring. Can I walk your team through the new setup this week?
Our help desk renewal is next month, and chat routing still slows us down. What are other 40-agent teams using?
Set up HighLevel
Connect your HighLevel account
In Settings, open Integrations and connect HighLevel. HighLevel will ask you to approve PitchGhost for access to your account.
Pick a HighLevel tag
Create a User Monitor Ghost, choose Smart Sync, and pick the tag for the contacts you want to monitor.
Choose what happens with each Find
Add a note to the contact, create a task for someone on your team, or do nothing in HighLevel. Then tell your Ghost what matters to you.
What it does
- Monitors the contacts with a HighLevel tag you choose on LinkedIn, with no keywords to write
- Finds the LinkedIn profile for contacts that don't have one
- Adds each Find to the contact as a note, or as a task with a suggested response
A question still haunting you?
Will it change our HighLevel data?
No. Your Ghost only adds notes or tasks for contacts that already have your tag, and only if you ask it to. It can also save a contact's LinkedIn URL, but only if you turn that on. It doesn't edit or delete your contacts.
Does PitchGhost contact anyone in our HighLevel?
No. PitchGhost never emails or messages your contacts. It only gives your team a note or a task with a suggested response, and someone on your team decides what to do with it.
Do you need my HighLevel password?
No. We never ask for your HighLevel username or password. Our integration uses HighLevel’s secure and official sign-in to let you approve PitchGhost for access to your account.
Do my contacts need a LinkedIn URL in HighLevel?
No. Your Ghost finds the LinkedIn profile for contacts that don't have one, using their name and company.
Do we need to write keywords?
No. You pick a tag and tell your Ghost what matters to you. It reads what those people post on LinkedIn and only keeps what fits.
Does my team have to leave HighLevel?
No. Each Find shows up in HighLevel as a note or a task, with a suggested response. If you want to take it from there, you can.
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