AI Agent Review
Check that each agent can book, hand off and follow up the way its setup says it should.
A read-only skill for the Ask AI assistant in HighLevel™.
AI Agent Review reviews every AI chat and voice agent in the sub-account (or the ones you name): status, channels, instructions, knowledge base, availability, booking, handoff, actions and connected workflows.
The problem
An AI agent can look fine in the builder while its booking calendar is inactive, its handoff target doesn't resolve, or the workflow it starts after a conversation isn't live.
Those gaps show up later as missed bookings and leads nobody followed up.
What it checks
For each agent it checks:
- Status and channels (phone numbers shown as the last 4 digits only)
- Instructions
- Knowledge base
- Availability, hours and time zone
- Appointment booking, including the booking calendar's state
- Human handoff and transfer targets
- Actions and connected workflows, including whether they're live
What it finds
An inactive booking calendar, a post-conversation workflow that isn't live, a handoff target that doesn't resolve, placeholder values.
No knowledge base, an empty business name, no handoff path, reported only when the setting came back empty.
Two active agents on the same channel, or instructions promising something the setup can't do.
Different names, hours or services across agents, instructions and knowledge.
Optional ideas, such as post-conversation notifications.
What you get: the report
The report has nine sections:
- 01Account and scope
- 02Agent inventory inspected
- 03Agent profiles
- 04Verified findings
- 05Potential issues requiring confirmation
- 06Review plan
- 07Actions requiring human approval
- 08Not verified
- 09Overall agent health summary
Each row in the review plan gets exactly one recommended action, a priority and the checks to make first:
- Fix reference
- Fill in missing information
- Resolve conflict
- Align business information
- Review instructions
- Review channel assignment
- Consider improvement
- No action needed
Every calendar, knowledge base, workflow, user and number an agent points to is reported as resolved, unresolved or not verified. There's no score.
How it works with Ask AI
- 01
Install it once
In Ask AI, open Customize, then Skills, choose Write skill instructions and paste the skill's name, description and instructions. It takes about five minutes and changes nothing in your account's data.
- 02
Run it from a new chat
Start a new Ask AI chat, type / and choose the skill, then add your request and press Enter once. Let it finish.
- 03
Review the report
Read the structured report. Every change it recommends needs your approval and is made by a person, never by the skill.
/AI Agent Review Review all the AI agents in this account.
A review usually takes 10–25 minutes.
Read-only by design
Read-only by design
The skills never edit, publish, delete, book, schedule or send anything. If Ask AI offers to make a change during a run, decline it.
Verified, not guessed
Counts come from retrieved records. Anything a skill couldn't read is labelled not returned or not verified, never reported as missing.
Client-ready reports
Reports use neutral wording, don't name the software platform or GHL Automators, and quote your account's own names exactly. Review each report before sharing it.
- Create, edit, activate, pause or delete agents, prompts, actions, knowledge bases, numbers, calendars or workflows
- Send messages, start conversations, or place or transfer calls, including tests
- Write new prompts, scripts, greetings or knowledge base content
- Read conversation or call transcripts, recordings or contact records
- Show full phone numbers or credentials
What you receive
In the download
- The skill file, ready to paste into Ask AI
- Installation guide
- User guide with sample requests
- Limitations and known issues
- Release notes with checksums
- Licence
In the Client Portal
The skill package as a ZIP, with checksums.
The installation guide, readable online.
The user guide and sample requests.
Limitations and known issues.
Release notes and version details.
Delivery
After purchase, you sign in to the GHL Automators Client Portal, where each skill you own has its own course with the download and every guide.
Requirements
- A HighLevel plan that includes Ask AI, with Ask AI enabled for your user in the sub-account
- Access to Ask AI, then Customize, then Skills, in each sub-account where you'll use the skill
- One install per sub-account, per user. Skills are personal to the user who creates them
- Running Ask AI may use Ask AI usage on your HighLevel plan. The skill doesn't control or report on usage
Limitations to know
- Version 1.0 was validated on a single account with one AI chat agent and one AI voice agent. Accounts with many agents or other channels weren't covered in testing, so confirm important findings before acting.
- Some agent settings may not be readable. They're reported as not returned or not verified, never as missing.
- It doesn't read conversations or calls, so it can't tell you how agents performed with real contacts.
Validated in October 2026 on one nonproduction sub-account with one AI chat agent and one AI voice agent. A second validation account with AI agents wasn't available.
The complete limitations and known issues come with the skill.
Pricing
After purchase, you sign in to the GHL Automators Client Portal, where each skill you own has its own course with the download and every guide.
Checkout opens soon.
- Single-agency licence
- Install in any sub-account your agency manages
- Minor version updates included
- Installation guide, user guide and limitations
- Self-service support
Licence and support
- A single-agency, internal-use licence for the agency that buys it.
- Install and run it in any sub-account your agency manages, for any of your agency's users.
- Reports the skill produces in your accounts are yours to use and to share with your clients.
- Minor version updates are included, for example 1.3 to 1.4. A new major version may be sold separately.
- No resale, redistribution or repackaging of the skill files or documentation.
- Self-service installation.
- Written documentation and troubleshooting instructions: installation guide, user guide and limitations.
- No done-for-you installation, configuration or consulting.
Get all six for $67
$162 if bought separately. The bundle saves $95.
View the bundleMore Ask AI skills
Pipeline Recovery
A read-only recovery report for stalled deals and neglected leads.
Campaign Builder
A read-only campaign plan built from what's already in the account.
Onboarding Review
A read-only review of how a sub-account onboards new clients.