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Mastering GoHighLevel Conversations: How to Manage SMS, Calls & Emails Efficiently

Team GoHighLevelSupport.ioOctober 22, 202510 min read
Mastering GoHighLevel Conversations: How to Manage SMS, Calls & Emails Efficiently
One of GoHighLevel’s most powerful features is the Conversations tab — your all-in-one communication hub. Instead of juggling multiple platforms for email, SMS, and calls, GoHighLevel brings them together into a single, unified inbox. In this guide, we’ll walk you through how to use it effectively to improve speed, organization, and client satisfaction.

1. Understanding the Conversations Inbox

The Conversations tab is where all communication with leads and clients lives. It pulls messages from forms, funnels, automations, and direct replies into one central feed. You can view SMS, emails, and even missed calls in a chronological timeline — helping your team respond faster. If you’re managing multiple users, assign conversations automatically by team or location.

2. Setting Up SMS and Call Integration with Twilio

To enable SMS and calling, GoHighLevel integrates directly with Twilio. Here’s how to set it up:
  1. Go to Settings → Phone Numbers → Add Number.
  2. Connect your Twilio account or provision a new number inside GHL.
  3. Assign that number to a user, workflow, or location.
  4. Enable call recording (optional) and voicemail drops.
Once connected, you can send SMS, receive replies, and even make outbound calls right inside GoHighLevel.

3. Connecting Your Email Account

GoHighLevel supports both Gmail and Microsoft Outlook integrations. This means emails sent from your CRM appear as if they’re coming directly from your regular inbox. To connect:
  1. Go to Settings → My Staff → Edit User → Integrations.
  2. Select your email provider and authenticate.
  3. Test by sending a message from a contact record.
Once configured, email threads automatically sync into Conversations for full context.

4. Using Templates and Snippets for Faster Replies

GoHighLevel lets you save pre-written SMS or email templates for quick responses. You can include dynamic variables like {{contact.first_name}} or {{appointment.date}}. Templates ensure consistency across your team and save time. We help agencies set up branded template libraries for sales, reminders, and support.

5. Automating Follow-Ups in Conversations

Missed call? No problem — set up an automation that sends a text like: “Sorry we missed your call! How can we help?” You can also trigger follow-ups for unread messages or abandoned chats. Combine workflows with pipeline stages to automate communication from lead capture to close.

6. Using Tags and Filters to Stay Organized

For larger teams, tagging conversations by campaign, source, or lead type keeps your inbox clean. Use filters to view only unread messages, assigned users, or priority clients. We also recommend color-coding tags for quick visual identification.

7. Adding WhatsApp and Facebook Messenger

Want to go omnichannel? GoHighLevel integrates with WhatsApp via API and Facebook Messenger. All messages appear in your Conversations tab — no switching platforms. This is ideal for agencies handling client chats from multiple ad campaigns.

8. Tracking Performance with Conversation Reports

The Conversations tab isn’t just for communication — it’s also a data goldmine. You can track response times, message volume, and call outcomes. GoHighLevel’s Reporting → Conversation Stats page helps identify which team members are closing the most deals. For agencies, we build custom dashboards to visualize message-to-revenue conversion rates.

9. Best Practices for High Response Rates

- Respond within 5 minutes to new leads — response speed directly impacts conversion. - Use short, conversational texts (under 160 characters). - Keep all communication in one thread to maintain context. - Use emojis and names naturally to personalize messages. - Set up alerts for missed calls and unread messages.

Conclusion

GoHighLevel Conversations gives your business a true communication command center — uniting calls, emails, and texts in one streamlined interface. When combined with smart automations and analytics, it becomes one of your most valuable sales tools. Want us to help set it up for your agency or team? Book a consultation today and our experts will configure everything for you — from Twilio setup to workflow automation.

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