Open the CRM side panel directly from the WhatsApp conversation header.
The G button provides a quick entry point to your GoHighLevel contact workflow.
GoHighLevel CRM Side Panel
Work with the CRM without leaving the WhatsApp conversation. The side
panel keeps customer information and CRM actions available beside the chat.
Team members can sign in using their extension credentials. The
extension maintains the session securely and provides a logout option when required.
The extension identifies the relevant GoHighLevel contact using
available WhatsApp information. It can also accommodate name variations.
Create New GoHighLevel Contacts
If the contact does not exist in GoHighLevel, users can create the
contact directly from the side panel. Supported fields include First Name, Last Name,
Phone, Email, Standard & Custom fields.
Update GoHighLevel contact information without leaving the WhatsApp
workflow. Users can edit available standard and custom contact fields according to
permissions.
WhatsApp Group Contact Selection
Group conversations require additional care. Instead of treating an
entire group as one CRM contact, select the specific group member you want to work with.
Saved WhatsApp Number Detection
When the phone number is not immediately visible in the conversation
header, the extension uses available contact details to identify the record.
Add, edit or delete notes associated with the GoHighLevel contact.
Example: “Interested in the premium plan. Follow up next Tuesday.” Retain important
context effortlessly.
Create and manage CRM tasks from the WhatsApp workflow. Users can: Add
tasks, Set due dates, Update tasks, Complete tasks, Delete tasks
Create and manage GoHighLevel opportunities from the side panel.
Possible actions include: Create opportunity, Select pipeline, Select stage, Update
status, Add value, Manage existing opportunities. GoHighLevel uses opportunities to
represent potential sales and organize them through pipeline stages.
Book and manage appointments while talking to the customer. Possible
actions: View relevant calendar information, Book appointment, Update appointment,
Remove appointment. GoHighLevel supports appointment booking from areas such as
Conversations, Contacts, Calendars and Opportunities.
Manage contact communication preferences from the CRM panel. Supported
Channels: Calls, Email, SMS, WhatsApp, Other configured channels. This gives teams more
control over how and when customers should be contacted.
Allow teams to work with the GoHighLevel fields that matter to their
workflow. Examples: Lead Source, Customer Type, Industry, Sales Owner, Location, Custom
Qualification Fields, Account Status
GoHighLevel CRM Actions From WhatsApp
The extension should be positioned as a productivity layer that makes
selected GoHighLevel CRM actions accessible from WhatsApp Web.
