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The TalkChief app for HighLevel (GoHighLevel) logs every TalkChief phone call in your HighLevel sub-account without anyone typing it in. You connect once by installing the app in your sub-account, with no API keys to copy, and from then on each finished call appears in the matching contact’s conversation with its result and recording, plus a note with the talk time and the agent who handled it.

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What the app does

  • Logs every external call: inbound and outbound calls are logged as call entries in the contact’s conversation. Calls between two TalkChief extensions are not logged.
  • Finds the right contact: TalkChief looks up the caller’s number (or the number you dialed) among the contacts of the connected sub-account.
  • Creates contacts for new numbers: when no contact has the number, TalkChief creates one with the number and the caller ID name, assigned to the agent. You can turn this off.
  • Adds the recording: when the call was recorded, the call entry carries a link to the recording, and the note repeats it.
  • Credits the agent: the note is written by the HighLevel user whose email matches the TalkChief agent’s email.
  • Calls from HighLevel: the TalkChief calling panel places calls through your TalkChief phone and opens the caller’s contact when your phone rings. See Call from HighLevel.
Each logged call adds: Calls usually appear in HighLevel within a few minutes of hanging up.

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Before you start

  • You are a company admin in TalkChief.
  • In HighLevel, you can install apps in the sub-account you want to connect.
  • One HighLevel sub-account can be connected to one TalkChief company. Install the app in that sub-account: installing it for a whole agency at once is not supported.

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Connect HighLevel

1

Open Integrations in TalkChief

In the TalkChief web app, select Integrations under Configuration in the sidebar. The page opens on the CRM tab.
2

Start the connection

On the HighLevel card, select Connect. TalkChief sends you to HighLevel.
3

Choose the sub-account and approve access

Sign in to HighLevel if asked. Choose the sub-account whose calls you want to log, review the access TalkChief asks for (see Data TalkChief uses in HighLevel) and approve it.
4

Confirm in TalkChief

HighLevel sends you back to Integrations in TalkChief. A message confirms that HighLevel is connected, and the HighLevel card moves to your connected integrations with a Connected label.
5

Test with a real call

Make or receive a call with TalkChief. A few minutes after you hang up, open the contact in HighLevel and check its conversation for the call and its notes for the TalkChief note.

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Choose what gets logged

On the connected HighLevel card in Integrations, select the settings (gear) icon. The HighLevel settings window shows the connected sub-account and three switches you can change at any time. Each change applies to calls that end afterwards.
HighLevel logs calls only on a contact, so with Create contacts for new numbers off, a call from or to a number that no contact has is skipped.

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Call from HighLevel

The TalkChief calling panel lets each agent place TalkChief calls and see incoming ones while working in HighLevel. You talk on your usual TalkChief phone (the TalkChief app or your desk phone), and the panel runs in its own small window, so moving between HighLevel pages never closes it.
1

Open the panel

In your HighLevel sub-account, select TalkChief in the left menu, then Open the TalkChief panel. The panel opens in its own window; keep it open while you work.
2

Sign in to TalkChief

In the panel, select Sign in. A TalkChief window opens; sign in if asked, and it closes by itself when you are connected. Each agent signs in once per browser. Signing in here doesn’t sign you out of the TalkChief web app or your TalkChief apps.
3

Allow pop-ups for TalkChief

When your browser asks, allow pop-ups for app.talkchief.io. The panel needs them to open the caller’s contact in HighLevel.
4

Place a call

Type or paste the number on the panel’s dial pad and select Call. TalkChief rings your TalkChief phone first. Answer it, and TalkChief dials the number. Hang up on your phone.
5

Receive a call

When a call rings your TalkChief phone, the panel shows it and opens the caller’s contact in a HighLevel tab. If your browser blocked that, select Open record in the panel. Answer on your TalkChief phone as usual.
Calls made or received with the panel are logged once, like every other call: a call entry in the contact’s conversation and a note with the talk time and agent.
HighLevel’s own call buttons on a contact still use HighLevel’s phone system, not TalkChief: place TalkChief calls from the panel. Your TalkChief phone must be online to place calls: keep the TalkChief app open or your desk phone connected. Your company admin must have connected HighLevel first (see Connect HighLevel).

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Data TalkChief uses in HighLevel

When you install the app, you allow TalkChief to: TalkChief writes call entries, notes and new contacts to HighLevel. It does not read or change your opportunities, calendars, campaigns or other records, does not send messages to your contacts, and does not copy your HighLevel contacts into TalkChief.

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Disconnect HighLevel

To stop logging calls, open Integrations in TalkChief and select the trash icon on the HighLevel card (or Disconnect in the HighLevel settings window), then confirm with Yes, disconnect. When you disconnect:
  • Calls are no longer logged in HighLevel. Calls that were waiting to be logged are dropped.
  • TalkChief deletes its access tokens for your sub-account.
  • Calls, notes and contacts already in HighLevel stay there. Nothing is deleted from HighLevel.
The TalkChief app stays installed in your HighLevel sub-account until you uninstall it there (see below). You can connect again at any time from the HighLevel card.

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Uninstall the app from HighLevel

To remove TalkChief completely, uninstall the TalkChief app from the sub-account in HighLevel. After you uninstall, calls stop being logged and the HighLevel card in TalkChief shows Reconnect needed. Calls, notes and contacts already in HighLevel stay there. To remove the connection from TalkChief too, disconnect it on the HighLevel card.

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Troubleshooting

The card shows Reconnect needed when TalkChief lost access to HighLevel, usually because the app was uninstalled from the sub-account. Select Reconnect and approve access again. Calls that ended in the meantime are logged once you reconnect, as long as you reconnect within 7 days.
Install the app in a single sub-account: TalkChief cannot connect an installation made for a whole agency. Select Connect again and choose the sub-account. If it still fails, contact TalkChief support.
A HighLevel sub-account can be connected to only one TalkChief company, so that each company’s calls stay in its own CRM. Disconnect it from the other TalkChief company first, or connect a different sub-account.
TalkChief logs a call only on a contact with the caller’s number (or the number you dialed). Check that the contact has that number. If Create contacts for new numbers is off, calls from numbers HighLevel doesn’t have are not logged.
The note is written by the agent’s HighLevel user only when the agent’s TalkChief email matches a HighLevel user’s email in the sub-account. Use the same email in both.
Your browser is blocking pop-ups from app.talkchief.io. Allow them in your browser’s settings, or select Open record in the panel for each call. The contact opens only when a contact in the connected sub-account has the caller’s number.
TalkChief rings your own TalkChief phone first, so it must be registered: open the TalkChief app on your computer or phone, or check that your desk phone is connected, then try again.
Your TalkChief sign-in in the panel lasts 12 hours. Select Sign in to continue.
The recording link is added only when the call was recorded. Check that call recording is on for that number or team in TalkChief.
For anything else, contact TalkChief support at support@talkchief.io.