Agencies

After purchasing your agency plan:

• Check your inbox for an email from AVA

• Click the “Set Your Password” link to create your login credentials
  This will take you to the Ava onboarding environment, where you’ll complete your initial setup.

You’ll start by selecting a phone number for your voice agent:

• Choose from existing numbers (if any)

• Or click “Create New Number”

  • Enter your area code
  • Select a number from the list
  • Confirm and continue

Click “Connect” to begin the GHL integration:

• Authorize AVA to access your GHL agency account

⚠️ Important:
You must connect your primary agency account in GoHighLevel — this will also serve as your primary subaccount in AVA.
Make sure you are connecting the correct GHL account you plan to operate your agency from. All client subaccounts created later will branch from this root account.

Once connected, you’ll be directed to an installation screen:

• Review required permissions (custom actions, automation triggers, system access)
• Approve everything needed for full campaign functionality
• Click Next to proceed

You’ll then see two final setup checkboxes:

• ✅ Install Ava under all locations in your primary GHL workspace
• ✅ Enable automatic installation of future updates

Click Proceed, then Finish GHL Setup after confirming the green success checkmark.

⚠️ Reminder:
Ensure you are still connected to your primary agency subaccount before clicking Finish GHL Setup — this sets the foundation for your entire Ava workspace.

After completing setup, you’ll land in the Ava dashboard.

The interface provides:

Switch Accounts

• Toggle between subaccounts as your client list grows
• Available for Lite and Unlimited plans (Kickstart = 1 subaccount only)

Home

• Build and manage Inbound Agents and Outbound Projects
• Launch AI-driven campaigns directly from here

Account Manager

• View total usage, pricing, and active subaccounts
• Add new subaccounts and connect Stripe
• Monitor agency profits, minute consumption, and rates

White Label (Unlimited Plan Only)

• Add your own branding: domain, logo, sender email identity
• Deliver a client-facing platform with your agency’s look and feel

Contacts

• Manage contact lists manually, via CSV, or synced from CRM
• Use for outbound campaign targeting

Call History

• View detailed logs of inbound and outbound calls
• Filter by channel, date, and status for audit or review

Phone Numbers

• Assign numbers to Inbound Agents or use in Outbound Projects

Payments

• Monitor your agency wallet and subscription status
• View per-minute cost and credit balance
• Set up Auto-Recharge to avoid interruptions

Profile Settings

• Manage your credentials, webhook keys, and API integrations

ℹ️ Business users see a simplified dashboard with fewer options.