Skip to main content
Use the platform Create Task tool to record an issue that needs human follow-up. This creates a GoHighLevel contact task. A ticket in a separate help desk requires that system’s own integration.

​
Before you start

Use an assistant with a working GoHighLevel connection and a conversation linked to the intended contact. Decide what information the team needs and how tasks are assigned and monitored.

​
Add the task workflow

  1. Open the assistant’s Tool Kit → Tools & APIs.
  2. Add Create Task (create_task).
  3. In the assistant’s instructions, require a short issue title, the customer’s description, troubleshooting already attempted, and a confirmed callback method.
  4. Tell the assistant to confirm the request with the customer before creating the task. Require a successful tool result before saying it has been recorded.
  5. Specify the due date and assignee when your workflow needs them. The task supports a title, description, due date, assignee, and completion state. Without an explicit due date, the native handler defaults to one day later; this is not a promised response time.
  6. Save and publish the assistant.
A suitable instruction is:
When the issue needs human help, summarize it and confirm the best callback details. Create one follow-up task containing the issue and steps already tried. If the task cannot be confirmed, tell the customer it needs manual follow-up. Do not promise a response time we have not provided.

​
Task fields

The task is created on the resolved contact. Do not ask the assistant to manufacture a location, contact, or assignee ID. The handler does not automatically retry task creation; inspect the contact’s task list if the first result is uncertain.

​
Verify the result

Run a test support conversation. Open the correct GoHighLevel contact and inspect its task list. Check the title, description, due date, assignee, and incomplete status. Confirm that the team responsible for follow-up can find the task. Do not equate a created task with a delivered notification. Configure and test any team notification separately.

​
Troubleshooting

  • Missing contact or connection: resolve the linked contact and reconnect the correct GoHighLevel account.
  • Task has no useful description: make the collection and confirmation instructions explicit.
  • Uncertain timeout: inspect the task list before submitting again. Repeating creation can create another task.
  • Need a help-desk ticket number: connect a custom tool to your help desk and verify the returned ticket ID there.
Platform tools · Save contact details · Custom API tools