Automatically enabled when you configure HighLevel permissions in your agent workflow.
What it does
- Search contacts by any field, custom fields included, and read a contact, its business, notes, tasks and opportunities
- Copy each lead you mark as hot into your PSA once: the agent finds the contacts whose ready field holds your value and whose synced field is empty, finds or creates the PSA company and contact, and writes the PSA ids into the synced field
- Create and update contacts, businesses and opportunities, and log notes and tasks
- Reach the rest of HighLevel’s API (conversations, calendars, invoices and payments, custom objects, marketing, workflows, AI agents, the sub-account) as the permission groups allow. Safety Controls below lists what Neo refuses and what always asks
Permission groups
Each group can be Disabled, Read Only or Read / Write.
Safety Controls
These always ask a technician, whatever the profile:- Every change to users, to a sub-account’s permissions, and creating a sub-account
- Every SaaS, wallet and app billing change, buying a phone number, and turning on a schedule’s automatic payment
- Creating a snapshot share link
- Deleting a business, a custom field or a custom field folder
- Creating or removing a relation between two records
- Changing a contact’s subscription, and any change that turns a contact’s do-not-disturb off
- Every change to apps and connected accounts, which connect your account to an outside service