Send optional follow-ups through Gmail
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SPIRITT
HighLevelHighLevel
From lead to booked visit
SPIRITT follows up with HighLevel leads, books appointments, and carries customer requests through resolution. Build and run client operations around each sub-account's conversations, calendars, and CRM records.
What you can do with HighLevel.
Leads become bookings
Respond through configured HighLevel channels, find suitable appointment slots, and keep opportunities aligned with confirmed bookings.
Commitments get closed
Turn conversation promises into contact tasks, pursue the work, and complete tasks with verified evidence and a customer update.
Client-specific systems
Build portals around HighLevel custom objects and record relationships, with maintained request status and customer-visible resolutions.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your agency's booking, lead intake, or client service operations.
02
Connect HighLevel
Authorize HighLevel access for the sub-account your mission needs, with permission to work on the relevant records, conversations, and calendars.
03
Delegate an outcome
Give SPIRITT the client, operating rules, and finished outcome. It builds the system and carries the work through.
Hand over a mission.
Choose a mission. Make it yours.
Put HighLevel to work.
Turn inquiries into booked visits
Questions
HighLevel, with SPIRITT.
01Which HighLevel records and actions can SPIRITT handle?+
SPIRITT can create and update contacts and opportunities, manage tags and contact tasks, read conversation messages, and send messages. It can also create and edit appointments, update calendar schedules, publish blog posts, and maintain custom object records and relationships.
02How does access work across agency sub-accounts?+
You authorize HighLevel access and specify the sub-account, also called a location, for the mission. Contacts, calendars, templates, and custom objects are scoped to that location. Work across multiple clients requires access to each relevant sub-account and explicit rules keeping their records separate.
03Can it run lead follow-up and booking work repeatedly?+
Yes. SPIRITT can run scheduled checks of contacts, conversations, opportunities, and appointments. Using your operating and outreach rules, it can follow up with customers, check available slots, book confirmed visits, and update opportunity stages and statuses. It can also maintain and complete contact tasks as the work is verified.
04Can SPIRITT send messages inside HighLevel, or does it need Gmail?+
SPIRITT can send outbound messages through configured HighLevel channels and read conversation replies to continue the work, subject to channel access and outreach permissions. Gmail is an optional route for separate email workflows, not a requirement. Externally received messages can also be recorded as inbound HighLevel messages, which is separate from sending a reply.
05What useful systems can it build around custom objects?+
A property service portal can link contacts to properties and service requests through HighLevel custom object schemas, associations, and record relations. SPIRITT can maintain request records, coordinate contact tasks, and present status and verified resolutions in a customer portal with access restricted to the customer's own records.
06How does this differ from configuring a native HighLevel workflow?+
SPIRITT can build a surrounding app, interpret conversation context, coordinate tools such as Slack and Google Sheets, and carry work through verified CRM updates. Direct actions include individual customer messages and blog publication. Reading funnel pages and campaign lists does not establish the ability to edit funnels or launch campaigns, so those missions keep a separate configuration handoff.