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Start Here with AiDA SDR

Welcome to AiDA SDR, the outbound operating system built for agencies using GoHighLevel. AiDA helps your agency identify prospects, run LinkedIn and cold-email outreach, manage replies, book meetings, and deliver qualified opportunities into your clients’ GoHighLevel accounts. What AiDA does AiDA manages the activity that happens before a prospect enters your client’s sales process: - Define and build target audiences - Identify prospects using buying signals - Find and verify contact information - Run LinkedIn and cold-email campaigns - Send follow-ups - Classify and manage replies - Draft or send AI-assisted responses - Offer available meeting times - Sync contacts, conversations, tasks, and appointments into GoHighLevel - Report results by client and campaign GoHighLevel remains the system your agency uses for CRM, pipelines, calendars, automations, SMS, calling, billing, and ongoing nurture. Your first objective Do not try to configure every feature immediately. Your first objective is to connect one client, build one audience, approve one campaign, and verify that replies and appointments flow into the correct GoHighLevel subaccount. Before you begin Gather the following information: - Access to your agency’s GoHighLevel account - Access to the client’s GoHighLevel subaccount - A clear description of the client’s offer - Examples of the client’s best customers - Target industries, company sizes, locations, titles, and seniority - Companies and contacts that should be excluded - Authorized access to the client’s LinkedIn account - Sales Navigator access when LinkedIn prospecting is enabled - Email-domain and sending information when cold email is enabled - The client’s connected GoHighLevel calendar - Approved campaign messaging and reply instructions Never send passwords, authentication cookies, API keys, or security codes through a support conversation. Recommended setup order 1. Configure your agency account and team. 2. Connect your agency’s GoHighLevel account. 3. Add your first client. 4. Select LinkedIn, cold email, or both. 5. Connect the client’s required accounts. 6. Complete the client and offer profile. 7. Define the client’s ideal customer profile. 8. Build and review the audience. 9. Create and approve the campaign. 10. Configure reply handling and calendar booking. 11. Launch the campaign. 12. Verify the GoHighLevel sync. 13. Monitor replies, meetings, and campaign health. Continue with these guides - What AiDA Handles Versus What GoHighLevel Handles - How AiDA Moves a Prospect to a Booked Meeting - AiDA Quick-Start Checklist - AiDA Terminology and Glossary - Roles and Responsibilities in AiDA - Where to Get Help - How to Submit an Effective Support Request What a successful setup looks like Your initial setup is complete when: - Your agency is connected to GoHighLevel. - Your first client appears in AiDA. - The correct outreach channels are active. - The client’s audience and campaign are approved. - The campaign is sending normally. - Replies appear in the correct inbox. - Contacts and conversations sync to the correct GHL subaccount. - Available meeting times are retrieved from the correct calendar. - Booked meetings appear in GoHighLevel. - Reporting is visible for the client and campaign. If one of these steps is not working, open the support widget and tell us which client, campaign, channel, and step are affected.

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What AiDA Handles Versus What GoHighLevel Handles

What AiDA Handles Versus What GoHighLevel Handles AiDA SDR and GoHighLevel work together, but they serve different parts of the customer-acquisition process. The simplest way to understand the relationship is: AiDA creates and manages outbound conversations. GoHighLevel manages the resulting leads and sales process. What AiDA handles AiDA operates at the top of the funnel: - Prospect research - Audience creation - Contact enrichment - Buying signals - Social-listening signals - LinkedIn outreach - Cold-email outreach - Campaign sequences and follow-ups - Reply classification - AI-assisted replies - Prospect qualification - Conversational meeting booking - Outbound campaign reporting What GoHighLevel handles GoHighLevel remains the primary system for: - Contact records - CRM and opportunity pipelines - GHL Conversations - Calendars and appointments - SMS and calling - Website chat - Forms and funnels - Nurture workflows - Invoicing and payment collection - Client subaccounts - Post-lead sales automation How the systems work together When a prospect responds to AiDA: 1. AiDA identifies the prospect and campaign. 2. The reply enters the AiDA Inbox. 3. AiDA classifies the response. 4. The AI responds automatically or prepares a draft for approval, depending on the campaign settings. 5. The contact and conversation are created or updated in the client’s GHL subaccount. 6. A task or opportunity may be created according to the configured workflow. 7. If the prospect is ready to meet, AiDA retrieves availability from the connected GHL calendar. 8. The appointment is booked in GoHighLevel. 9. The client’s existing GHL workflows can continue the process. Where should I make changes? Make changes in AiDA when they concern: - Targeting - Prospect lists - Signals - LinkedIn or email campaigns - Campaign messages - Follow-up sequences - AI reply instructions - Outreach-channel connections Make changes in GoHighLevel when they concern: - Pipelines - Calendar settings - Appointment notifications - SMS follow-up - Calling workflows - Lead nurture - Forms - Invoices - Downstream CRM automation Common examples Situation Where to manage it Change the campaign’s target job titles AiDA Edit a LinkedIn follow-up message AiDA Pause cold-email sending AiDA Review an AI-drafted outbound reply AiDA Change available appointment hours GoHighLevel Move an opportunity to another stage GoHighLevel Send an SMS after an appointment is booked GoHighLevel Change a client’s recurring invoice GoHighLevel or your connected billing configuration Investigate a missing synced conversation Start in AiDA support AiDA does not replace GoHighLevel. It extends GoHighLevel by adding the outbound acquisition capabilities that generate new conversations and opportunities