Docs/Getting startedGoHighLevelSendify Direct
Getting started with Sendify
There are two ways to run Sendify. Pick the one that matches how your leads live today, then follow that path top to bottom.
Pick your path
Option 1: I use GoHighLevel
Your workflows, tags, calendars, and pipelines stay in GoHighLevel. Sendify installs as an app and handles the conversation.
Option 2: I use Sendify Direct, the API, or another CRM
Your own CRM, platform, or internal system pushes leads into Sendify over the API. Sendify does more of the routing itself.
Not sure?
GoHighLevel setup
- 1
Connect GoHighLevel
Install the Sendify app from the Integrations tab at the level you operate at, then connect your locations.
- 2
Create and configure your AI
Set the name, role, tone, prompt, rules, scenarios, knowledge, and qualification questions.
- 3
Configure initial messaging
Write the first message and its variations. Short, one idea, ending on a question.
- 4
Connect your calendar
Point the AI at the calendar it should book on and confirm availability shows correctly.
- 5
Create the workflow or tag automation
In GoHighLevel, assign the representative and fire Sendify at the moment you want the first message to go out.
- 6
Send a test contact through
Use your own number and watch the contact, the assignment, the line, and the AI.
- 7
Confirm the conversation
Reply as a lead. Check qualification, booking, follow ups, and that your CRM updates.
- 8
Go live
Point real lead volume at the same workflow.
Deeper reading: Connecting GoHighLevel, Build your own AI agent, Sendify automations.
Sendify Direct and API setup
- 1
Generate your API credentials
Create your Sendify Direct sub account and copy its API key from the API docs screen.
- 2
Create and configure your AI
Same builder as everyone else: prompt, rules, scenarios, knowledge, qualification, follow ups.
- 3
Configure Lead Configuration if you need it
This is where leads coming from your own CRM get distributed across reps and lines.
- 4
Configure your lines and assignments
Decide which representatives and which lines carry which leads.
- 5
Send one test lead through the API
Push a single contact with your own phone number and watch it land.
- 6
Confirm routing
Right contact, right representative, right line, right AI.
- 7
Confirm the conversation
Reply as a lead, then check your outbound webhook events land in your system.
- 8
Go live
Turn on your production lead feed.
Deeper reading: API quickstart, API reference, Lead Configuration.
Before you go live
Whichever path you took, run the launch checklist and send a few complete test conversations end to end. It is far cheaper to find a broken calendar link on a test lead than on a real one.
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Still need a hand?
If your volume is going to run past the daily or hourly limits, or something is not behaving the way these docs describe, talk to our team.