Connect assistants and tools
Let your assistants work inside HighLevel, with every change waiting for your OK
Connect a HighLevel account so assistants can read it and propose changes. Nothing changes until you approve it. Beta.
RoundSeat is in early access. These guides are for hosted tables; screens may change as we build.
Start with reads only
In HighLevel, open Settings, then Private Integrations, and create an integration with only the view permissions you need. Copy the token HighLevel shows once, and your location ID (the long id after /location/ in the HighLevel address).
In RoundSeat open Agents, click Connect, and pick HighLevel, assistants work inside. Paste both, leave Read only selected and click Connect HighLevel. RoundSeat checks the token with one read before it keeps it.
Allow proposed changes later
When you are ready, open Settings, find HighLevel accounts and click Allow proposed changes. You also need to add the matching edit permissions to the integration in HighLevel.
How a change works
An assistant proposes one change for one contact. It shows up under Needs you with the exact text, for example the message and who it goes to. Nothing has changed in HighLevel yet. If you approve, RoundSeat makes that one change and records a receipt. If you deny it, nothing happens.
What assistants see
Names, phone numbers, emails, tags, pipelines and messages. What customers wrote is handed to the assistant as outside information, not as instructions.
Turn off or remove
In Settings, HighLevel accounts, use Turn off, Make read only or Remove. Remove erases the token from RoundSeat and cancels changes still waiting for your OK.
Beta
On 9 and 10 October 2026 we ran these on a live HighLevel test account, each approved once and run once: adding a tag, adding a note, editing a contact, moving a deal and adding a contact to a workflow. We also read contacts, deals, pipelines, workflows and conversations with real data. Sending a text or email is built the same way but has not been run on a live account yet. The setup steps come from HighLevel's own screens and may change.
Limits
A contact edit can change the name, email, phone, company, address, city, state, postal code, website and time zone. Moving a deal can also mark it won or lost. There are no deletes, no bulk changes, no payments and no workflow building.
Quick answers
Can an assistant change something in HighLevel without asking me?
No. An assistant can only propose a change. You get an approval with the exact change, and it runs once, only after you approve it. Always-allow rules never cover these. The only exception is a standing approval you create yourself, for one assistant to add certain tags or notes to contacts with a tag you name.
What can assistants do in HighLevel?
Read contacts, conversations, pipelines, opportunities and existing workflows. If you allow proposed changes, they can propose adding tags, editing a contact, adding a note, moving an opportunity, sending one text or email to one contact, or adding one contact to an existing workflow.
Can they build or edit my workflows?
No. RoundSeat does not build or edit workflows. An assistant can propose adding one contact to a workflow you already built, and you approve that. You build workflows in HighLevel.
Does RoundSeat keep my HighLevel token?
Yes, encrypted, and it is never shown again. Remove the account in Settings and the token is erased. To fully revoke access, also delete the integration in HighLevel.
Who can connect an account?
Only the owner.
Last updated 2026-10-10