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Integrations

The Integrations page is your central hub for connecting Agni with external CRMs, scheduling tools, and workflows. We have moved this out of the Settings menu—you can now access Integrations directly from the main left-hand sidebar.

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The Integrations Dashboard

When you navigate to the Integrations page, you will see a top-level overview of your current connectivity status:
  • Connected Integrations: Displays the total number of active connections you currently have.
  • Available Integrations: Shows the total number of integrations Agni currently supports (e.g., GoHighLevel, Cal.com).
  • Sync Status: Indicates whether your connected apps are actively syncing data or if they are currently idle.
Integrations dashboard showing connection status and available apps

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Connecting GoHighLevel (GHL)

Integrating your GoHighLevel account allows your AI agents to manage CRM contacts, sync calendars, and automate appointments seamlessly.

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Step-by-Step Setup

  1. Initiate Connection: On the Integrations page, locate the GoHighLevel card under “All Integrations” and click Connect.
  2. Log In: You will be redirected to a HighLevel login screen. Enter your credentials to continue.
    HighLevel login prompt
  3. Grant Permissions: Review the requested permissions (Contacts, Calendars, Locations, Users) necessary for Agni to function optimally, and click Next.
    HighLevel app installation permissions screen
  4. Select Account: Choose the specific Sub-Account you want to link to Agni from the dropdown menu.
    Dropdown to select the GHL Sub-Account
Once selected, your GoHighLevel account is successfully connected to Agni!

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Managing Your Connection

After connecting, the GoHighLevel card on your Integrations page will update to show its active status. You have three management options:
  • Configure: Click this to view your active Connection Status, Location ID, Company ID, and the number of AI agents currently linked to a GHL calendar.
  • Refresh: Use this button if you are experiencing any syncing issues (e.g., calendars not displaying correctly or data failing to push to your GHL account). It forces a manual sync.
  • Disconnect: Completely removes the GoHighLevel integration from your Agni workspace.
Connected GoHighLevel card showing Configure, Refresh, and Disconnect options

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Managing Appointments

Once GoHighLevel is connected, you unlock the Appointments tab in the sidebar. Here, you can view a full calendar of all appointments booked through your GHL account. You can track them by Day, Week, or Month, and filter by status (Confirmed, Cancelled, Rescheduled). You also have the ability to manually book new appointments directly from this interface using the + New Appointment button.
Appointments calendar view synced with GoHighLevel

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Configuring Agents for GoHighLevel

To fully utilize the integration, you must configure your individual AI agents to use your GHL resources.

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1. Setting Up the Calendar

In your specific Agent’s configuration settings, scroll down to the Calendars section. Select Lead Connector to link the agent to your GoHighLevel calendar.

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2. Assigning Human Agents

Below the calendar settings, you will find the Assign Human Agent section. This allows your AI to route calls or assign tasks to specific team members pulled directly from your GHL account.
Prerequisite: The team members must first be added and configured inside your GoHighLevel settings under My Staff.
Agent settings showing Calendar Time Zone and Assign Human Agent dropdown

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3. Call Transfer Rules

For the “Assign Human Agent” feature to actually trigger during a live conversation, you must configure the agent’s Transfer Call function.
Important Routing Rules: To successfully route a call to your selected human agent, you must select Assign Human Agent within the Transfer Call function settings.While this works seamlessly for both Web Calls and Phone Calls, Web Calls specifically require you to select a fallback phone number inside the transfer settings to execute properly.

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Connecting Cal.com

Agni offers two distinct ways to integrate Cal.com: an Org-Level integration for managing multiple accounts globally, and an Agent-Level integration for connecting a specific calendar event directly to a single AI agent.

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1. Org-Level Integration (Workspace)

Connecting at the organization level allows you to add multiple Cal.com accounts simultaneously.
  1. On the Integrations page, locate the Cal.com card and click Connect.
  2. Enter your Cal.com API Key and assign an Account name.
  3. Giving the account a clear name is crucial if you plan to connect multiple accounts, as it helps you identify which calendar you are assigning later on.
Note: Even with multiple accounts connected at the Org level, a single AI agent can still only be assigned to one specific event at a time.
Cal.com workspace configuration panel showing API key and account name inputs

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2. Agent-Level Integration (Custom API Key)

If you prefer to bypass the workspace settings and connect a specific event directly to a specific agent, you can do this from within the Agent Builder.
  1. Navigate to the agent you want to edit and open the Calendars section.
  2. Select Cal.com.
  3. Choose the Custom API Key tab.
  4. Input the specific Cal.com API Key and the exact Event ID (found in your Cal.com dashboard) that you want this agent to book appointments for.
Agent calendar setup showing custom API key and Event ID fields for Cal.com
Agent calendar setup showing selection from pre-connected workspace accounts

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Master Calendar Time Zone Configurations

Handling appointments across different global regions can be tricky. To solve this, Agni includes an independent Calendar Time Zone setting inside your Agent Builder.
Global Support: This timezone setting functions independently and works flawlessly for both GoHighLevel and Cal.com integrations.

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How the Timezone Resolver Works

Let’s look at a common scenario where the business operates in one timezone, but the AI agent is serving customers in another.
  • Your Native Calendar: Pacific/Fiji (UTC+12)
  • Your Target Audience: America/Los_Angeles (UTC-7)
If a lead in California asks the AI agent to book an appointment for “4:00 PM,” and you haven’t adjusted the timezone, the system might accidentally book it for 4:00 PM Fiji time. The Solution: By setting the Calendar Time Zone dropdown in the Agent Builder to America/Los_Angeles, the AI knows the lead is speaking in Pacific Time. When the lead books for 4:00 PM:
  1. The AI agent seamlessly reserves 4:00 PM in America/Los_Angeles time.
  2. The Agni system automatically converts this data so that it appears correctly on your native calendar.
  3. In your personal Cal.com or GHL dashboard, you will accurately see the booking scheduled for 11:00 AM the following day in Pacific/Fiji time.