How to Train a Conversation AI Bot in GoHighLevel

Open the bot

1. Go to AI Agents → Conversation AI.
2. Open Agents List (the help article calls it Agent List).
3. Click an existing bot's name, or click Create Agent to make a new one.
4. The bot opens in the editor's Build view. The help article's Bot Training tab is not there in our sandbox; the knowledge settings are in the Knowledge Base Triggers section on the right.

Create or open a knowledge base

1. Go to AI Agents → Knowledge Base.
2. Click Create knowledge base, or click an existing knowledge base's name to open it.

Add a source

1. Open the knowledge base. Its source tabs are All, Web crawler, FAQ, Tables, Rich text and Files.
2. Pick the source type. The help article says to click Add Source; our sandbox had no Add Source menu. An empty knowledge base shows "No knowledge sources added!!" with buttons for Web crawler, FAQ, Rich text, Tables and File upload, and the FAQ tab has its own Add FAQ button.
3. Add the content and wait for processing to complete.

The help article recommends File Upload for supported documents containing searchable text, Tables for structured pricing, product, inventory, or service data, and Rich Text for information you maintain directly in HighLevel. It also describes importing supported files through Google Drive and manually re-syncing them after changes; Google Drive was not shown in our sandbox.

Add website pages with the Web Crawler

If the bot already has website sources, review them first. The help article says to expand Uploaded Links and confirm the correct pages were trained, each source has a successful status, the refresh timestamp is current, and the content is still relevant. This helps prevent duplicates, outdated information, and conflicting answers. Our sandbox knowledge base had no crawled pages, so we could not show that list.

1. Choose Web crawler. The Add website pop-up opens ("Crawl and extract content from a website to train your bot").
2. In Select mode, pick Exact URL (one specific page, the default), All URLs with the path (pages that share a URL path), or All URLs in this domain (pages across the domain).
3. In Enter URL, enter the full URL, including https://.
4. Click Train this page. The help article calls this step Get Data, then has you review the pages HighLevel finds, select only the ones relevant to customer questions, and click Train Bot.
5. Wait for each selected URL to show Trained.

We did not submit a URL in the sandbox, so the screens after Train this page are described from the help article.

Add FAQs for direct answers

FAQs give concise, approved answers to common questions that other sources may not cover clearly. To add one:

1. In the knowledge base, open the FAQ tab.
2. Click Add FAQ (top right, or in the middle of an empty list). The help article calls this + Add Q & A.
3. In Your question goes here, enter a clear, customer-style question.
4. In Your answer goes here, enter a concise, complete answer. Each field shows a 1,000-character counter.
5. Click Save.
6. Test several natural variations of the question.

FAQs work well for business hours, pricing rules, refund or cancellation policies, service areas, contact details, and common setup instructions.

Connect the knowledge base to the bot

1. Return to the Conversation AI bot and expand Knowledge Base Triggers. The help article calls this selecting the knowledge base in Bot Training.
2. Check that your knowledge base is listed. In our sandbox, Existing knowledge base shows Active for all queries.
3. The section says, "Configure when each knowledge base should be used," and explains that the agent routes conversations based on these conditions. It also shows an Add Knowledge Base Trigger button; we did not open it.
4. No knowledge base yet? Use the Create New link under the button.

The bot editor screenshot under step 1 shows the Knowledge Base Triggers section.

Test retrieval first

Test the Knowledge Base first:

1. Go to AI Agents → Knowledge Base and open the knowledge base connected to the bot.
2. Wait for new or updated sources to finish processing.
3. At the bottom right of the knowledge base page, click Open on the Test retrieval widget ("Ask anything your users might ask"). The help article calls this the Retrieval Tester.
4. In the Test retrieval panel, enter a realistic customer question.
5. Review the answer and the retrieved sources. Update unclear, missing, or outdated content, then retest the same question.

Test the bot in Test your agent

1. Return to the Conversation AI bot. The Test your agent panel is on the right of the Build view (the help article calls it Test your Bot, in Bot Training).
2. Type a question in Send a message. The panel displays examples such as "What services do you offer?" and says test messages are never sent to your contacts.
3. Test a common question, a paraphrased version, an FAQ, and an out-of-scope question.
4. Use the reset icon before you start a separate test scenario (per the help article).
5. Confirm the response matches your approved source content.

The bot editor screenshot under step 1 shows the Test your agent panel.