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AI Receptionist & Lead Capture

How to Customize Conversation AI Prompts in GoHighLevel

By William Welch ·October 27, 2026 ·11 min read

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In This Guide
  1. What prompts and instructions control
  2. Step-by-step: customize agent responses
  3. Troubleshooting
  4. Launch checklist
  5. FAQ
  6. Related guides

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To customize how a GoHighLevel Conversation AI agent responds, edit its prompt: go to AI Agents → Conversation AI → Agents List, open the agent, write your instructions in the prompt editor, click Save, and test in the Test your agent panel. Instructions guide tone, behavior, escalation rules, question style, and scenario-specific responses.

TL;DR
  • Each agent can have its own instructions; edit the agent you want to change.
  • The help article describes Personality, Goal, and Additional Information fields. In our sandbox, a prompt-based agent has one prompt editor for all three; a flow-based agent shows them as separate fields on its Bot Goals tab.
  • Use Custom Values (the help article says Add Custom Value) to insert contact, company, user, and other account details.
  • Pick the model in the Model dropdown; GPT 4.1 is marked Recommended. The gear icon next to it holds the Secondary Model.
  • FAQs and factual business information should usually be added to Bot Training; appointment booking should be configured in Bot Goals; use Response Style Settings when available to control reply length.
  • Remove conflicting rules, save, then test with realistic customer messages.

What prompts and instructions control

Conversation AI instructions are behavior guidelines that tell your agent how to respond in specific situations. They help the agent follow your preferred communication style, ask questions in the right way, avoid unsupported claims, and hand off conversations when human review is needed.

Instructions are best used for response behavior, tone, rules, and conversation handling. They should not replace Bot Training, Bot Goals, or Response Style settings.

What you want to controlWhere it belongs (per HighLevel)
Tone, behavior rules, escalation, how and when to ask questionsInstructions (the prompt)
FAQs and factual business informationUsually Bot Training
What information to collectBot Goals or the relevant bot action (instructions explain when and how to ask)
Appointment bookingBot Goals (instructions can guide how the agent talks about booking)
Reply lengthResponse Style Settings when available (in our sandbox: Response Behavior → Enable Response Style Settings), or a clear instruction
Open the agent→ Pick the model→ Write personality, goal, rules→ Custom values, check for conflicts→ Save and test

Step-by-step: customize agent responses

1
You

Open your agent

  1. Go to AI Agents → Conversation AI.
  2. Click Agents List.
  3. Click the agent you want to update, or create a new one with Create Agent.

Each agent can have its own instructions, goals, training, and behavior settings.

AI Agents → Conversation AI → Agents List with the Claude Sandbox AI Assistant prompt-based agent
AI Agents: Conversation AI Agents List. 1AI Agents · 2Conversation AI · 3Agents List · 4your agent (a prompt-based agent in our sandbox).
2
You

Find the Prompt area

The Prompt area controls how the agent presents itself, what it is trying to accomplish, and which additional rules it should follow. Its parts work together as one prompt configuration.

In our sandbox, a prompt-based agent opens in the Build view. The left side holds the Model selector, Business Name, a token estimate and a word count (our agent showed "2071 - 3071 tokens" and "560/8000 words"), and one prompt editor with Custom Values and Prompt Optimizer buttons above it. Check the word count before adding long instructions so the prompt stays clear and focused.

Build view of a prompt-based Conversation AI agent with the Model selector, token estimate, word count, prompt editor, Custom Values and Save
The Prompt area of a prompt-based agent. 1Model · 2token estimate and word count · 3the prompt editor (our sandbox prompt starts with ## Personality, ## Goal, and ## Instructions headings) · 4Custom Values · 5Save (greyed out while there are no changes).
3
You

Pick the model

The model selector chooses the OpenAI model the agent uses to generate responses. GPT-4.1 remains the recommended model. The help article also lists GPT-5.6 Sol, GPT-5.6 Luna, GPT-5.5, GPT-5.4, GPT-5.4 Mini, GPT-5.4 Nano, GPT-5.2, GPT-5.1, GPT-6 Sol, GPT-6 Luna, and GPT-6.1 Sol.

On 27 Oct 2026 the Model dropdown in our sandbox listed 15 models: GPT 4.1 (marked Recommended), GPT 4.1 Mini, GPT 6.1 Sol, GPT 6 Sol, GPT 6 Luna, GPT 5.6 Sol, GPT 5.6 Luna, GPT 5.5, GPT 5.4, GPT 5.4 Mini, GPT 5.4 Nano, GPT 5.2, GPT 5.1, GPT 5, and GPT 5 Mini. GPT 5 and GPT 5 Mini carried a "Retires 30 Oct" badge that day; the models from GPT 6.1 Sol to GPT 5.1 were marked New.

  1. Select your preferred model from the Model dropdown.
  2. If needed, click the gear icon next to Model and pick a Secondary Model (the help article says to select it "from the model settings").
  3. Click Save, then test the agent before using the updated configuration in live conversations.
The Model dropdown open with GPT 4.1 marked Recommended
Model dropdown. 1Model · 2the model list (it scrolls; the rest of the list is in the text above) · 3Recommended.
The model settings popover with Primary Model OpenAI GPT 4.1 and a Secondary Model dropdown
Model settings: Secondary Model. 1gear icon · 2Primary Model · 3Secondary Model (GPT 4.1 Mini in our sandbox).
4
You

Write the personality, goal, and additional rules

The help article describes three prompt fields: Personality, Goal, and Additional Information. In our sandbox, the prompt-based agent has no separate fields; you write everything in its one prompt editor, and our agent's prompt is organized under ## Personality, ## Goal, and ## Instructions headings. A flow-based agent shows separate fields on its Bot Goals tab under Global Bot Configuration, next to Tone of Bot Replies and a "words left" counter.

Help article field (flow-based agent label)What it doesHelp article example
Personality
(Personality & Style of the bot)
Defines who the agent is and how it should sound: its role, tone, and communication style."You are a friendly restaurant booking assistant. Keep responses warm, helpful, and concise."
Goal
(Intent Behind conversation)
Defines the main outcome the agent should work toward, which helps it stay focused on the purpose of the conversation."Your goal is to guide customers toward booking a reservation at the restaurant."
Additional Information
(Additional Information & Business Context)
Gives the agent supporting rules, context, boundaries, and conversation guidelines for specific situations."Ask one question at a time. If the answer is not available in training content, do not guess. Let the contact know a team member can help."
Bot Goals tab of a flow-based agent with the model line, Global Bot Configuration, words left counter and Tone of Bot Replies
Flow-based agent: Global Bot Configuration. 1model and token estimate · 2Global Bot Configuration · 3words left · 4Tone of Bot Replies.
Personality and Style of the bot, Intent Behind conversation, and Additional Information and Business Context fields with Add Custom Value links
Flow-based agent: the three prompt fields. 1Bot Goals · 2Personality & Style of the bot · 3Intent Behind conversation · 4Additional Information & Business Context · 5Add Custom Value (each field has one).
5
You

Add custom values

Custom values insert dynamic account, contact, or business information into the prompt, so you do not have to type the same information each time. For example, you can reference the contact's name, business information, assigned user, or other values available in the account.

The help article calls this Add Custom Value. On the prompt-based agent in our sandbox, the button above the editor reads Custom Values and opens a searchable list with Contact, Company, User, Appointment, Calendar, Campaign, Message, and Account (the list scrolls). Contact includes values such as Full Name, First Name, Email, and Phone. On the flow-based agent, each field has its own Add Custom Value link.

The Custom Values list open above the prompt editor with Contact, Company, User, Appointment, Calendar, Campaign, Message and Account
Custom Values. 1Custom Values · 2value categories.
The Contact category of Custom Values with Full Name, First Name, Last Name, Email, Phone and more
Contact custom values. 1Contact · 2contact values.
6
You

Set reply length (optional)

HighLevel says to use Response Style Settings when available to control reply length. In our sandbox, open Response Behavior on the right of the Build view to find the Enable Response Style Settings toggle (off on our agent), plus Images and Voice Notes toggles under "Also allow this bot to respond to". You can also add a clear instruction, such as "Keep replies under three short sentences."

Response Behavior expanded with the Enable Response Style Settings toggle, Images and Voice Notes
Response Behavior. 1Response Behavior · 2Enable Response Style Settings · 3Images and Voice Notes.
7
You

Check for conflicts, then save

Conflicting instructions can cause inconsistent responses. Remove duplicate or competing rules before saving. Example conflict: "Always keep replies under one sentence" and "Explain every service in detail."

Click Save (top right on the prompt-based agent; bottom right next to Cancel on the flow-based agent). Saving applies the updated instructions to the selected agent; unsaved changes may be lost if you leave the page or switch to another area.

8
You

Test the response behavior

Use the test panel to send sample customer messages and confirm the agent follows the updated instructions. Use realistic customer messages, and test again after every update.

On the prompt-based agent the panel is called Test your agent; it says "Nothing here reaches your contacts" and offers example messages such as "Hi, are you open right now?". Type in Send a message. The flow-based agent's panel is called Test Your Bot.

The Test your agent panel with example messages and an empty Send a message box
Test your agent. 1Test your agent · 2example messages · 3Send a message (we sent nothing).

Troubleshooting

IssueWhat to check
The agent ignores your instructionsThe instruction may be too vague, may conflict with another rule, or may be trying to control something that belongs in Bot Goals, Bot Training, or Response Style Settings.
Responses are inconsistentDuplicate or competing rules in the prompt.
Replies are too longResponse Style Settings, when available, or a clear instruction such as "Keep replies under three short sentences."
The agent guesses when it does not knowAdd an instruction such as "If the answer is not available in training content, do not guess. Let the contact know a team member can help."

This is built into GoHighLevel. Try it free for 30 days →

Launch checklist

FAQ

Are instructions the same as Bot Training?

No. Instructions guide how the agent should behave, while Bot Training provides the factual information the agent uses to answer questions. See our guide to training a Conversation AI bot.

Should I put FAQs in Additional Instructions?

No. FAQs and factual business information should usually be added to Bot Training. Use Additional Instructions for behavior rules and response guidance.

Where should I control response length?

Use Response Style Settings when available to control reply length. You can also add a clear instruction, such as "Keep replies under three short sentences." See our guide to Conversation AI response styles.

Why is the agent ignoring my instructions?

The instruction may be too vague, conflicting with another rule, or trying to control something that should be configured in Bot Goals, Bot Training, or Response Style Settings.

Can instructions control appointment booking?

Instructions can guide how the agent talks about booking, but Appointment Booking should be configured in Bot Goals. See how to configure Bot Goals.

Should I use Bot Goals or instructions for collecting contact information?

Use Bot Goals or the relevant bot action to define what information should be collected. Use instructions to explain when and how the agent should ask for it.

What should I tell the agent to do when it does not know an answer?

Add an instruction such as, "If the answer is not available in training content, do not guess. Let the contact know a team member can help."

Should I test instructions after every update?

Yes. Test with realistic customer messages after updating instructions to confirm the agent behaves as expected.

Source: HighLevel Support, Customize Conversation AI Agent Responses with Prompts and Instructions (article 155000002255; modified Fri, 9 Oct, 2026 at 8:55 AM; fetched 2026-10-27).

Screenshots: our HighLevel Cloud Sandbox (English UI, captured 2026-10-27). Where the live screen uses a different label from the help article, this guide uses the live label.

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William Welch
GoHighLevel Consultant & Agency Automation Specialist
I help agencies replace 5-10 disconnected tools with one platform. I've built and managed GoHighLevel automations across CRM, email, SMS, WhatsApp, and AI — and I publish everything I learn here. More about me →