Welcome back
Talk to Lexi
Talking to Lexi uses your account minutes, just like a phone call.
Things Lexi made for you
Everything Lexi has written for you — tap any one to open it.
Metrics
Put your team to work
Nine specialists, all Lexi. Tap one and she's on it.
Train Lexi
Give Lexi everything you'd hand a new employee — the more she learns, the more she sounds like you.
Billing & Payment
Manage the card Lexi uses, and see exactly what you're being charged.
Your Lexi balance
Lexi draws from this as she works — calls, texts, and emails.
Payment method
This is the card Lexi uses for your monthly plan and usage.
Account Settings
Your account details and sign-in.
Your details
This is the account Lexi is set up for.
Need to change your business details? Just ask Lexi in chat and she'll take care of it.
Password
We'll email you a secure link to set a new password.
Your account is scheduled to close
Lexi keeps working normally until then — nothing changes before this date.
Cancel your account
You'll keep full access through the end of your current billing cycle, and your files stay yours.
Switch Lexi on
Three quick steps and Lexi starts working inside your own account. You only do this once.
Load Lexi into your account
This puts Lexi's setup file into your GoHighLevel account. It takes about two minutes and you only do it once.
There are two parts here, and it's important you do both:
- A. Import the file into GoHighLevel.
- B. Load it into the account you work in.
Don't worry — it's very simple. Just follow the two parts below and we'll tell you the moment it's done.
Open GoHighLevel in another tab, click the button below, and confirm the import. The file lands in your snapshot list.
Now apply that file to the account you actually work in. In GoHighLevel:
- Open Sub-Accounts
- Click the three dots next to your account
- Choose Manage Client
- Open Actions
- Choose Load Snapshot, and pick Lexi Connect Only
Don't see "Load Snapshot" in the Actions menu?
Nothing is broken — your user just doesn't have snapshot access switched on yet. Go to User → Roles and Permissions, turn Snapshots on for your user, then try again.
We've opened GoHighLevel in a new tab. Go and load Lexi's setup file there, then come straight back to this page to finish — there are two quick questions left and then you're live.
Where should Lexi book appointments?
Pick the calendar you want new bookings to land on. Lexi will only ever book on this one, and you can change it whenever you like.
Where should Lexi put new leads?
Pick the board you use to track leads. Every new lead Lexi finds goes straight into the first stage, so nothing slips through.