If you run your book of business in GoHighLevel, this one-click snapshot wires your sub-account so Ambrose always has the latest, real context for each contact. It captures call transcripts, inbound messages, replies, notes and pipeline changes automatically, writes them into clean contact fields, and includes done-for-you 5-day follow-up sequences for ACA leads, DBR contacts, and renewals.
Opens GoHighLevel. Sign in to the location you want it installed on, review what's included, and click Import. Nothing runs until you turn a workflow on.
- AI Context JSON
- AI Call Introduction
- AI Context Updated At
- AI Context Version
- AI Context Dirty
- Ambrose Last Transcript
- Ambrose Last Message
- Conversation History
What it does
Ambrose answers best when it knows what just happened with a contact. This snapshot keeps that context fresh in real time so your AI follow-ups, replies and summaries are accurate — no manual copy-paste, no stale notes.
What's included
1 · Real-time context sync
A set of automations watch your contacts and keep their AI context current:
| When this happens | What the snapshot does |
|---|---|
| Inbound or outbound call | Saves the latest call transcript and flags the contact's context as needing a refresh, so the next AI reply reflects the conversation. |
| New message received | Stores the most recent message and updates the AI context for conversation continuity. |
| Contact replies on any channel | Appends the reply to the contact's conversation history so the AI and your team see the latest thread. |
| Tag added, pipeline moved, or note added | Marks the context as updated so internal CRM changes stay reflected in the AI. |
| On demand (manual or trigger) | Builds a clean contact summary from conversation history, tags, appointments and recent email/SMS, and writes it into the contact's notes. |
| On demand (manual or trigger) | Reads the full conversation and updates the contact's native + custom fields (name, email, phone, ZIP, appointment date, renewal/DBR status, and more) — creating any missing custom fields automatically. |
2 · Done-for-you follow-up sequences
Three ready-to-run 5-day SMS + email sequences. Each step sends an SMS and email, then waits a day. Enroll contacts manually or wire your own trigger.
- ACA New Lead — 5-day: nurtures fresh ACA leads who may qualify for low-cost or $0 plans and prompts them to check eligibility or book a call.
- ACA DBR — 5-day: reminds DBR contacts to complete or review required details and connect with an agent.
- ACA Renewal — 5-day: reminds contacts to review or renew their plan and update key details so they don't miss renewal steps.
Fields the snapshot creates
On import, the snapshot adds the custom fields Ambrose uses to store and track context. Most are managed automatically — you usually won't edit them by hand.
| Field | Purpose |
|---|---|
| AI Context JSON | The structured, machine-readable snapshot of everything the AI knows about the contact. |
| AI Call Introduction | The opening context/script the AI uses when handling a call for this contact. |
| AI Context Updated At | Timestamp of the last context refresh. |
| AI Context Version | Version marker so updates can be tracked and re-built safely. |
| AI Context Dirty | A "needs refresh" flag set whenever new activity arrives, so context is rebuilt only when something changed. |
| Ambrose Last Transcript | The most recent call transcript for the contact. |
| Ambrose Last Message | The most recent inbound message from the contact. |
| Conversation History | A running record of the contact's replies and conversation updates across channels. |
Custom values (account-level): Agent Full Name and AI Bot Name — set these once so messages and AI replies use your agent's name and your bot's name.