Build Role-Based Dashboards So Each Team Member Sees Their Numbers
Create separate dashboards in a sub-account and set View, Full edit or No access by user role, so sales staff and managers each see only the numbers they need.
GHL Nugget
Use Ask AI Spaces to Get Team Approval on AI-Drafted Content
Ask AI Spaces gives your team one shared workspace to edit AI-generated assets together, leave comments and request approval before anything goes out.
Ask AI Spaces are shared workspaces inside HighLevel where your team works on AI-generated assets together. You can have Ask AI draft a workflow, a funnel, a document, a spreadsheet, a blog post or a PDF, then edit it by hand or ask the AI to make adjustments. When a teammate changes something, you see the edit in real time.
This matters because an AI draft is fast, but nobody should publish one unread. In a Space you can leave a comment on a specific area of the project, request changes, and request a review or approval from a teammate. The check happens where the draft lives, not in a screenshot thread or a pile of emailed files. You can also apply your brand kit and brand voice settings, so the first draft already sounds like your business.
One detail that makes it work: decide who the reviewer is before you start, so a finished draft does not sit waiting. When you review, read for prices, promises and claims you cannot back up. The AI writes confidently whether or not the facts are right, so the approval step is where a person takes responsibility for what goes out.
Prefer to watch? The 46-second version
Ask AI Spaces lets your team edit, comment, and approve AI-generated content together before anything goes out.
Watch it on its own page, with the transcript.
How to use it
- Log in to your HighLevel sub-account and click Ask AI in the upper-left corner
- Select Spaces or Artifacts to open the workspace dashboard
- Start a new project from a template, or describe the asset you want
- Select an area of the draft and leave a comment for a teammate
- Request a review or approval from the person who signs off
Who it helps
Agency operators and small teams who draft funnels, blog posts, documents or workflows with AI and want a second set of eyes before publishing.
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More nuggets
Merge Duplicate Contacts So Each Customer Has One History
Two records for one person split their texts, notes and opportunities. Select both in Contacts and merge them so your team sees one history.
Share New Blog Posts to Social Automatically with Social Planner RSS
Connect your HighLevel blog's RSS feed to Social Planner and every new article gets shared to your selected social accounts without you building a post by hand.
Want this built in your account?
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