Purpose
The Data Extraction Tool feature allows your AI assistant to extract important information from conversations—such as budget, service interest, location, or timeline — and automatically update custom fields in your Go High Level (GHL) CRM. This keeps your lead records detailed, actionable, and ready for automation or follow-up.
FAQs
Q: How does the AI update custom fields in GHL?
A: The AI uses a data extraction tool that identifies key details from the conversation and maps them to custom fields in your GHL contact record using tags or API calls.
Q: What kind of data can be extracted and updated?
A: Any relevant detail—such as Age, budget, project type, urgency, location, or preferences—can be extracted and stored in corresponding custom fields in GHL.
Q: Do I need to create the custom fields in GHL first?
A: Yes. You must first create the custom fields inside your GHL CRM. Once they exist, the AI can populate them automatically based on extracted data.
Q: When does the AI extract and update the information?
A: The AI does this in real-time during or right after the call, depending on when the data is mentioned or confirmed in the conversation.
Q: Can I trigger automations based on the updated custom fields?
A: Absolutely. Once custom fields are updated, you can use them as triggers in GHL workflows to send follow-ups, change pipeline stages, or alert team members.