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Getting Started

Getting Started

Get up and running with askMyAgency in under 5 minutes.

Prerequisites

Before you begin, make sure you have:

  • A GoHighLevel agency account with admin access
  • At least one sub-account you’d like to analyze
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

Quick Setup

Create Your Account

  1. Visit askMyAgency and click Get Started
  2. Sign up with your email or continue with Google
  3. Check your inbox and verify your email address

Using the same email as your GoHighLevel account makes connecting easier.

Connect Your Agency

  1. After signing in, you’ll be prompted to connect your GoHighLevel agency
  2. Click Connect Your Agency
  3. You’ll be redirected to GoHighLevel to authorize askMyAgency
  4. Review the permissions and click Authorize

Make sure you’re logged into GoHighLevel as an agency admin before authorizing.

Install to Your Sub-Accounts

Once your agency is connected, you’ll see a list of your sub-accounts.

  1. Select Install to All Sub-Accounts to enable askMyAgency across your entire agency
  2. Alternatively, choose specific sub-accounts from the list

We’ll begin syncing data from each connected sub-account immediately.

Enable Auto-Install for New Accounts

To ensure new sub-accounts are automatically connected:

  1. Navigate to Settings → Agency Preferences
  2. Toggle on Auto-install on new accounts
  3. Any new sub-account created in GoHighLevel will automatically sync with askMyAgency
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With auto-install enabled, you’ll never have to manually connect a new sub-account again.

What Happens Next?

Once connected, askMyAgency will:

  • Sync your data — Contacts, conversations, opportunities, and engagement metrics are indexed automatically
  • Build your knowledge graph — We analyze relationships between your data for smarter insights
  • Generate initial insights — Within 5-15 minutes (depending on data volume), you’ll see your first recommendations

You’re Ready!

Head to the Dashboard to start chatting with your agency data.

Next Steps

  • Ask your first question — Try something like “Which sub-accounts have the most engaged contacts?”
  • Explore predictions — See churn risk and engagement trends
  • Set up rebilling — Learn how to resell askMyAgency to your sub-accounts

Need help? Check out our FAQ or reach out to support.

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