Sync text agent results to your CRM pipeline

Text agents can move a contact along your CRM pipeline. Connect GoHighLevel or HubSpot in Settings > OAuth, then open a text agent's Conversation Analysis tab, turn on CRM Pipeline, pick the connection and the pipeline, and choose which stages the agent may use. When a conversation closes, the post-conversation analysis decides whether the contact moves, at most once per conversation, and can add it to the pipeline if it is not there yet.