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 both are required:
- A. Import the file into GoHighLevel.
- B. Load it into the account you work in.
This is what gives Lexi the ability to follow up, confirm appointments, and send reminders. Without it she can still answer when spoken to, but the rest stays switched off. Don't worry — it's very simple, 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.
This is the part people skip, and importing on its own does nothing. 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
Pick the account you bought Lexi for. Loading her into a different one won't switch anything on.
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.
About your texting
Good news first — your Lexi number is live and taking calls right now.
Texting is the only thing we're waiting on. Every business that sends texts has to be registered with the phone carriers first — that's called A2P — and they take two to four weeks to approve it.
We're not making you wait that long. You'll have a temporary number sending texts within three to four business days, and there's nothing you'll have to do — we handle it all, so it just works the moment it's ready. When your permanent number clears, we swap it over for you.
Nothing for you to do. We handle all of it.
Sometimes the carriers ask us to confirm your business with the IRS. If you've got that letter handy, sending it now can cut a week or two off the wait.
It's the letter the IRS sent when they issued your EIN — headed CP 575, or 147C if you asked for a replacement. Some people call it their SS-4. A photo works.
A photo or a PDF is fine. Don't have it to hand? Skip it — this is genuinely optional.