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Live online bootcamp for HighLevel agencies
You take the day off. Your agents run HighLevel.
Picture a day at the beach while AI agents work inside your HighLevel account. They can review inquiries, update records, and move work forward without you logging in for every step. You decide what they can handle and when they need you.
What agents can do
Give agents the work you keep logging in to do
Qualify and route inquiries
Ask about fit, timing, and needs. Send the right leads to your team with context.
Keep appointments moving
Offer a booking link, send reminders, and follow up when someone hasn’t booked.
Give staff more time to consult
Handle routine updates and flag sensitive or complex conversations for a person.
Re-engage past leads
Follow up with eligible contacts who went quiet and surface renewed interest.
Add services you can sell
Package proven workflows around lead response, booking, or reactivation for clients.
Simulated HighLevel workspace
Watch the agent do the work.
On the left, see the agent work inside HighLevel. On the right, see the updates you’d get on your phone as it finishes each task.
Build a workflow
The agent adds a trigger, assigns the lead, creates a follow-up task, and saves a draft for review.
Work a new lead
The agent checks the contact, sends a booking link, and updates the opportunity.
See what got done
The agent sends two follow-ups and flags a custom quote for the owner in one update.
From HighLevel LevelUp 2026 · Dallas
What leaders at LevelUp saw in AI agents
Brittany Long
Use AI for marketing and repeatable work so you can spend more time with customers and family.
LinkedIn profile
Hamza Baig
Give agents a role in sales and onboarding so opportunities and customers keep moving.
LinkedIn post
Chris Finlayson
Bring practical AI tools into the HighLevel agencies and small businesses already use.
LinkedIn profileRunning an agency is hard enough. At the bootcamp, we’ll find the first job your agents can take over and decide how to measure what it saves or earns.
Session takeaways, paraphrased from Nathan’s notes. LevelUp speaker lineup
Inside the bootcamp · Four hours live online
Decide what your agency can hand over in one focused session.
Nathan Ooley interviews your staff and traces a task they do by hand inside HighLevel. Together, you’ll define how an agent can take it over, what it can change, and when it needs a person.
How to join and prepare. We meet online via Zoom through HighLevel. Have a HighLevel admin available during the four-hour session to sign in and approve any changes.
Your agency stays in control. We can work by screen share with your admin. If hands-on access is needed, create a temporary user with only the permissions required, then remove that access after the session. Please don’t send passwords through our forms.
Workshop platform
- Interview your staff
Walk through how your team handles inquiries and follow-up today. Find where leads stall or staff time gets consumed.
- Assess AI readiness
Review your HighLevel setup, approved answers, and handoff rules. Bring staff up to speed on where AI fits and when they should take over.
- Define the right agents and workflows
Choose what to automate first and map how AI, the HighLevel CRM, and your staff will work together.
- Build a rollout plan around profit
Prioritize work by time saved, bookings recovered, and the services you can sell. Decide what to test first and how to measure it.
First-month savings guarantee
Save more than five hours a week.
Put the workflows covered in your bootcamp to work for a month. If they save your HighLevel agency five hours or less per week, we’ll refund your $499.
$499