HighLevel inquiry classification · DIY or installed

Turn new inquiries into the right next step.

AI Lead Intake & Qualification helps you sort new inquiries into qualified, human-review, and nurture paths inside your own HighLevel account—without manually reviewing every message first.

Buy securely · $247See how it works
Connected business channels, scheduling tools, and workflow automation
You configure the workflow, your business rules, and every downstream action.
Prefer RMS to install it?

Choose the setup that fits your team.

$247 · DIY · one-time USD

Install the workflow yourself using the included guidance. Requires Snapshot import and loading access in your HighLevel account.

Buy DIY · $247

$449 · RMS installation · one-time USD

Request installation of the inquiry classification workflow for one business and one HighLevel sub-account. RMS reviews fit and account access requirements before you commit.

Request an installation fit check

HighLevel subscription and premium Workflow AI usage are separate. This is classification and routing, not a conversational front desk. The core classifier sends no customer messages. Need website conversations? Explore AI Front Desk.

What the workflow does

Classify first. Decide what happens next.

HighLevel’s native Workflow AI reads the information you choose to send it, applies the workflow’s configured criteria, and moves each inquiry into a controlled path.

Qualified

Move a clearly qualified inquiry to your chosen next step, such as an owner review, a pipeline stage, or an approved follow-up workflow.

Human review

When intent is incomplete or unclear, route the inquiry to a person instead of forcing an automated decision.

Nurture

Place inquiries that are not ready into the appropriate follow-up path you configure for your business.

Built for control

Useful AI without handing over the wheel.

The classifier is designed to reduce repetitive sorting work. You remain responsible for your account settings, criteria, user assignments, and any messages or automations that follow.

What it does not do

  • It is not an autonomous sales agent.
  • It does not send customer messages by itself.
  • DIY installation does not require RMS account access. Installed setup requires an access and fit review.
  • It does not replace your review of edge cases or account-specific compliance needs.
Before you buy

What you need in place.

Your HighLevel account

You install this workflow into one licensed business and HighLevel sub-account that you control.

Workflow AI access

HighLevel Workflow AI must be available and billing must be enabled in your own account. HighLevel AI usage is billed separately by HighLevel.

A testing mindset

The included guide walks you through qualified, nurture, and ambiguous-input tests before you activate any downstream action.

Direct answers

AI Lead Intake questions

Will this message my leads automatically?

No. The core classifier sorts inquiries into paths. Any email, SMS, or other follow-up is a downstream action you choose and configure in your own account.

Can it handle an unclear lead?

Yes. The workflow includes a human-review fallback for ambiguous input so you can decide what happens rather than treating uncertainty as a qualified lead.

Do I need AI experience?

No. This is built for a first-time workflow installer. You receive setup guidance and a testing checklist, but you still choose the business rules that make sense for your team.

Is HighLevel AI usage included in the one-time price?

No. The $247 purchase covers the RMS DIY workflow and guidance. HighLevel’s premium Workflow AI usage is billed separately by HighLevel and may change over time.

What support is included?

Email support is included for product, guide, and basic installation questions. Managed implementation, account access, and consulting are not included in the DIY purchase. A separate $449 installation option is available after a fit review.

Ready when you are

AI Lead Intake & Qualification

One-time DIY workflow purchase for one business and one HighLevel sub-account.

$247 one-time
Secure checkout

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