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How Chat AI Works

Assistable’s Chat AI responds to contacts automatically using Active Tags. No workflows, API calls, or webhooks are needed. When a message comes in and an Active Tag is detected on the contact, the system knows which assistant should respond.

Active Tag Behavior

  • No Active Tag → AI won’t reply, but it still logs the conversation and adds it to the assistant’s memory
  • Active Tag Present → System checks which assistant is linked to that tag and generates a response

Setting Up Active Tags

  1. Go to Active Tags in the sidebar menu
  2. Create a tag with a unique name
  3. Link it to an AI Assistant
Make your active tags unique so they don’t conflict with existing CRM or contact list tags. You can dynamically reassign which assistant is tied to a tag without redoing your automation setup.

Turning Chat AI On and Off

Turning AI On

Assign an Active Tag to a contact. The easiest way is to enroll contacts into a GHL workflow that applies the tag. You can trigger this automatically (e.g., when a form is submitted).

Turning AI Off

Three methods:
  1. Remove the Active Tag — No Active Tag = AI is off
  2. Apply the ai_off tag — Global kill switch that overrides Active Tags. Learn more
  3. Sleep Mode — Temporarily pauses AI when a user or workflow sends a message

Sleep Mode

Sleep Mode pauses AI responses for a set number of minutes after an outbound message is sent. This prevents overlap between human and AI replies.
Even automated messages (like appointment confirmations) trigger Sleep Mode. Be careful when enabling this alongside automated workflows.