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Overview

Assistable’s Automatic Data Extraction lets your AI automatically extract specific information (name, email, budget, etc.) from voice and chat conversations and sync it to GoHighLevel custom fields — with zero latency and 100% reliability.
This is the recommended approach over using live Extraction Tools (function calling) due to superior reliability and speed.

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Prerequisites

  1. GoHighLevel sub-account with target Custom Fields already created
  2. Assistable assistant created and ready for configuration

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Setup

1

Prepare Custom Fields in GoHighLevel

  1. Go to Settings > Custom Fields in your GHL sub-account
  2. Click Add Field
  3. Select Single Line Text (string) — the most forgiving type
  4. Note the exact field name (e.g., client_budget)
2

Access Extraction Settings in Assistable

  1. Open your Assistable dashboard
  2. Select the assistant you’re configuring
  3. In the Global Settings menu, click Map Custom Fields
3

Create New Data Extraction

Click New Data Extraction and configure:
  • Name: Clear internal name (e.g., “Customer Name”)
  • Type: string (safest for most data — even numbers like “$5k-10k”)
  • Description: What to extract (e.g., “The caller’s full name”)
  • Custom Field: Map to the GHL custom field you created
4

Save and Test

Save the extraction. Test with a conversation and refresh the contact record to verify fields are populated.
You can create multiple extractions for different data points — name, email, budget, preferred time, etc. Each runs automatically without tool calls or added latency.

Auto-Populate Fields

Alternative approach using Automatic Data Collection

Extraction Nodes

Flow Builder extraction nodes

Save Address

Save address data via custom tool

Update Contact

Update CRM contacts