ABMC-Highlevel-CRM

Email accounts

Loading email accounts...

Inbox

Select a conversation

New contact

NewNew contact ready for entry.

Client Name

Job Title

Company Name

Primary Email

Alternative Email(s)

Tel

Auto-formatted to E.164 using the selected Country.

Country

Sales Person

Sales Person Email (source)

Internal Contact Manager Email(s)

Last Contact Date

Source Timestamp

Uses the current time when the source has no timestamp.

Source file, link, site, or event

Client invitations

Send a saved ABMC program invitation from your connected CRM mailbox.

Find existing client

Client contact

Program

Send from

CC email

Issued invitations

No invitation history loaded.

Contact health check

Recency and real Gmail delivery/response evidence are classified independently.

Loading contact health...

Channels

Select a channel

Team Tasks

My To-dos

Calendar

Post type

Audience

Posts visible to you

Milestone Highlights

Team announcements

Shared Files

People

Media Gallery

Designed videos, AI images, and uploaded media stored in the shared workspace.

Upload image or video

Asset title

Open the gallery to load media.

🎬 Video Studio

1. Content prompt for AI to design the video (creative brief)

2. Instructions to the AI (what to look for / style)

3. Job type Render engine

Source footage (required for Auto-clips)

Choose from a connected YouTube channel

Or paste a public video URL

Mode

Vertical 9:16

Clips

Seconds per clip (no cap)

Burned captions

Niche (for SEO)

Geography

Logo(s) (overlay)

CTA user (CRM user)

Context link (reference URL)

The default engine follows the selected job type.

📘 Brochure Studio

New brochure

Registration details

Course fee

Tax

Exam fees

Tour and excursion fees

Online registration link

Submission terms and conditions

↻ Regenerate layout

Rebuild this brochure in a different category or page layout. Your program, provider and registration details stay put, and every logo you have uploaded is kept — only the page structure and copy are built again. A version is snapshotted first, so you can undo it from the version history above.

Logos & imagery

Footer logo

Banner logo

Seal

Accreditor

Affiliates (multiple)

Gallery (multiple)

Cover background

AI edit image or logo

Uploaded logos apply automatically to the preview and PDF export -- no separate save step needed.

Preview

Export

📤 New AI cold-email campaign

Name

Niche / offer

Geography

From name

Daily send cap

Autoresponder

The AI writes each email per-lead at send time — this designs the plan.

Campaigns

🤖 AI email autoresponder (inbox-wide rules)

Rule name

Gmail match query

Mode

Instruction to the AI

📖 Story Engine — 3-month African-storytelling email automation (cold provocation → relationship)

Programme name

Niche / offer theme

Geography

Audience

Core offer

From name / deadline

✨ AI-write all 36 emails 3 emails/week · Mon story · Wed proof · Fri gift/CTA. Reusable on any corporate programme.

Messaging automations (WhatsApp / SMS inbox)

Name

Trigger

Keywords (if keyword)

Action

Action value

Results Management

Checking Moodle connection...

Recent courses

Course search

Enrolled learners

Course ID

Filter

Sort

Manage Moodle users

Search for an existing Moodle learner, then add a course or update the learner's access period and status.

Find Moodle user

Exam access restriction

Manage the Moodle password learners must enter before starting or continuing an exam.

Search existing courses

Moodle course

Course ID

Filter

Status

Grade mapping

Pre-event item

Final exam item

Pass mark

Pre-event weight %

Exam weight %

Issue certificates

Course ID

Learner ID

Design

Learner name

Issued from

Issued to

Onboarding Welcome Note

Create the Moodle account, enrol the delegate, generate credentials, and issue the course welcome note in one workflow.

Find delegate

Search Moodle or CRM contacts, then select a delegate to fill the onboarding form.

First name

Last name

CC email

Institution

Job Title

Phone

Moodle course

Enrollment days

Venue

Start date

End date

Hotel and host details

Hotel name

Hotel contact person

Hotel email

Hotel telephone

Hotel address

Host contact person

Host email

Host telephone

Host mobile

Host address

Physical course brochure and agenda

Upload physical course brochure

Upload a PDF, image, or text brochure. AI will extract only the physical course structure and format it as a one-page agenda. The file is sent to the configured LLM and is not stored by this workflow.

Issue a new temporary Moodle password Generate city and country cover image with AI Email delegate now Upload to Google Drive

No onboarding action yet.

Issued onboarding welcome notes

Search issued notes

Sort

Combined learner search

Field

Value

Second field

Second value

Verify certificate

Certificate ID

Enter a certificate ID.

Results export

Course ID

No export prepared.

🧠 Platform Copilot reads · writes · updates · deletes any tenant of this platform (admin)

⌨ Dev Copilot reads repo files · creates branches · commits changes · opens PRs (admin)

Uses Dev Copilot settings below, separate from customer-facing AI.

System control center

Live operations, capacity, security, and AI scope controls

AI token pacing

Configure the available balance and refresh date.

Off

Usage source

Alert enabled

Available tokens

Next refresh date

Daily threshold %

Organization ID (optional)

Project ID (optional)

Organization Admin API key

An OpenAI Organization Owner must create an Admin API key. The generation API key remains separate. OpenAI Admin Keys

User metrics

Select a user to inspect logs, time, resources, and limits.

Services

Select a service to drill down

Open alerts

Function activity

Saved operation log

Latest mutating requests

Service controls and limits

Limits count write or provider operation units, not completed outputs. Zero means unlimited. Disabling a feature service hides its navigation after refresh and blocks its API until re-enabled here.

Security events

AI guardrails

Metrics SQL

Invite user

Name

Role

Only @intl-abmc.com and @abmc-int.com addresses can be invited.

Choose User-specific Access to assign only the portals this person needs, such as AI Admin alone. Admin access is fixed and cannot be reduced.

Role permission access

Manage shared role defaults or assign exact functions to a specific user. Existing roles and their access remain unchanged unless an administrator saves an update.

Standard, Manager, AI Manager, and the User-specific Access base remain intact. Assign exact portal access from the Users view. Dev, Users, Settings, and system Metrics remain admin-only.

Status

…

Security and recovery

Cloudflare Turnstile is verified by the Worker before sign-in.

Session policy12 hours or local midnight

The earlier boundary ends the session on every device.

Last application backupNo backup recorded

Cloudflare R2 primary, encrypted GitHub artifact fallback.

Interface branding

Brand name

Mobile short name

Tagline

Accent color

Background theme

Ambient motion

Background depth 68%

Logo

Recycle storage quota (MB)

Your AI (any OpenAI-compatible endpoint, local Ollama/vLLM, or Anthropic)

Provider

Model

Base URL (OpenAI-compatible only)

API key

System prompt for inbox AI replies Brand context (used by outreach + content AI)

MCP server (gives your AI extra tools everywhere)

MCP server URL

Authorization header

Dev Copilot

Dev LLM base URL

Dev LLM model

Dev LLM API key

GitHub repo (owner/repo)

GitHub token

AI images & SEO grounding

Images base URL (blank = same as LLM)

Images model

Images API key (blank = LLM key)

Serper.dev API key (optional — grounds SEO in live top-ranking results)

GIF search

KLIPY integration for Feed, comments, and Team Chat.

Not tested

KLIPY API key

Create free key KLIPY setup guide

Google & email providers

Google client ID

Google client secret

Send-as address

Gmail refresh token (set by OAuth)

Inbox Gmail redirect URL

Save settings first, and add app_url + /oauth/google/callback in Google Cloud Console.

Microsoft 365 app

Microsoft client ID

Microsoft client secret

Tenant

Inbox redirect URL

Contact health automation

Automatic health checks

Automatic one-time warm-up emails

Contacts checked per scheduler run

Daily warm-up email cap

AI warm-up guidance

Unsubscribed, spammed, and failed contacts are always excluded. Each eligible contact receives at most one health warm-up.

Social apps

Meta app ID

Meta app secret

Meta Business Login configuration ID

TikTok client key

TikTok client secret

TikTok default privacy

YouTube privacy

Meta App Domain - root domain only

Meta App Domain - CRM subdomain

Add both values separately under Meta App settings > Basic > App Domains. Do not include https://, a slash, or a path.

Copy to Meta Website Site URL

This is generated from the CRM address. Edit it in Meta App settings > Basic > Add platform > Website, not in this CRM field.

Copy to Facebook Login for Business valid OAuth redirect URI

In Facebook Login for Business > Settings, enable Client OAuth Login, Web OAuth Login, Enforce HTTPS, and Strict Mode. Paste the URI above exactly. Create a Business Login configuration, then paste its Configuration ID in the editable field above.

One Meta connection discovers managed Facebook Pages and Instagram Professional accounts linked to those Pages.

TikTok authorized redirect URI

TikTok direct posting requires Login Kit, Content Posting API, video.publish approval, and verification of the CRM media URL prefix.

Results Management

Moodle site URL

Moodle web-service token

Google Sheets contact search URL

Google Sheets contact search secret

Original portal URL

Pass mark %

Pre-event weight %

Final exam weight %

Results Drive folder ID

Results Drive folder name

Brochure Drive folder ID

Brochure Drive folder name

Results notification email

Apps Script upload URL

Apps Script upload secret

Channels

WA phone number ID

WA access token

WA verify token

AT username

AT API key

AT sender ID

Twilio SID

Twilio auth token

Twilio from number

WhatsApp-personal bridge token

Studio runner token

fal.ai API key

fal.ai generation model

fal.ai assembly model

Cloudinary cloud name

Cloudinary API key

Cloudinary API secret

App

Public app URL (your tunnel hostname — required for OAuth callbacks & IG/FB media fetch)

Complete your profile

Email accounts

New contact

Matching responses for this contact

All responses in the selected Form

Client invitations

Admin program setup

Contact health check

Import CSV

Import Campaign/Delegate Report

Contacts privacy and storage

Team Tasks

My To-dos

Calendar

Milestone Highlights

Import from social

Shared Files

People

Media Gallery

Publishing destinations

Connected accounts

🖼 Design image — frame your photos, then send them to the post

Compose post

✨ AI content plan — generates & schedules a batch

Posts

🎬 Video Studio

📘 Brochure Studio

New brochure

Registration details

↻ Regenerate layout

Design awaiting approval

Pages

Typography

Logos & imagery

Preview

Export

📤 New AI cold-email campaign

Campaigns

🤖 AI email autoresponder (inbox-wide rules)

📖 Story Engine — 3-month African-storytelling email automation (cold provocation → relationship)

Messaging automations (WhatsApp / SMS inbox)

Results Management

Recent courses

Enrolled learners

Manage Moodle users

Selected learner

All onboarded courses

Enrollment timeline

Exam access restriction

Selected exam

Exam date and timing

Grade mapping

Issue certificates

Onboarding Welcome Note

A4 preview

Issued onboarding welcome notes

Combined learner search

Verify certificate

Results export

System control center

AI token pacing

User metrics

User detail

Resources by service

Active time by feature

User service limits

User activity log

Services

Open alerts

Function activity

Saved operation log

Service controls and limits

Security events

AI guardrails

Metrics SQL

Invite user

Role permission access

Status

Security and recovery

Interface branding