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Create a Private Integration token

Create the token in the agency to review a whole agency, or in a sub-account to review only that sub-account.

1

Open Private Integrations

In HighLevel, go to Settings > Private Integrations and click Create new Integration.

2

Name the integration

Give the integration a name and description so you and your team can identify what it is for.

3

Select scopes

Select View Users (users.readonly) and View Locations (locations.readonly), plus View Companies (companies.readonly) for an agency token.

4

Copy the token

Copy the token right away. HighLevel does not show it again.

5

Enter the agency or sub-account id

For an agency token, enter the Agency ID. For a sub-account token, enter the Sub-Account ID (the location id in the sub-account URL). One of the two is required.

1

Connect

  • Click Connect.
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup.
2

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.