Using GoHighLevel? Keep it while you switch.
Connect it once. Your contacts, messages and pipeline show up here and stay in step, so your team can move over at its own pace.
AI ScalingWhat comes across.
Row by row.
While connected, both stay in step. When you leave, the rest comes with you.
| In GoHighLevel | Where it lands here |
|---|---|
| Contacts | With every note, not only the latest one. |
| Conversations | Texts and email history on each contact. |
| Opportunities and pipelines | Stage moves here go back to GoHighLevel. |
| Appointments and tasks | On the calendar and the right contact. |
| Do-not-disturb and consent | Carried across, so nobody who opted out is texted. |
| Workflows | Built by Otto: the ones a shop like yours runs, and any you show him. Each stays off until you switch it on. |
| Forms and templates | Otto writes new ones in your words, for you to look over. Each stays off until you switch it on. |
| Phone numbers | Do not move to us. You forward their calls to Otto's number, or get a new local number (with business texting registered on it) as an extra number. |
Comes acrossBuilt by OttoStays where it is
Keep your own copy
before you cancel.
Otto moves everything through the connection. Keep your own copy too. These steps come from HighLevel's help center.
- 1Contacts
Export contacts as CSV. Only the columns on screen come out, and only the latest note, cut to 255 characters.
Contacts, then Export
HighLevel's help page (opens in a new tab) - 2Opportunities
Export opportunities as CSV from the Opportunities menu or a smart list.
Opportunities, then Export
HighLevel's help page (opens in a new tab) - 3Workflows
Snapshots copy workflows into another HighLevel account, not into a file. Screenshot each one you want kept, and Otto builds it.
Settings, then Snapshots
HighLevel's help page (opens in a new tab) - 4Notes and conversations
No bulk export is documented. The connection brings every note and message.
Through the connection
HighLevel's ideas board (opens in a new tab)
Before you leave GoHighLevel.
From HighLevel's terms of service and help center, read Oct 10, 2026. If you bought through an agency, its terms apply too.
- Renewal
- Plans renew on their own, monthly or yearly. Some deals carry a minimum commitment.Terms of service §3
- Refunds
- All fees are non-refundable, with no credit for unused time.Terms of service §3
- Your wallet
- Usage money left more than 30 days after the account ends is not returned.Terms of service §3
- Phone numbers
- Numbers are released within 14 days of cancelling.Terms of service §13
- Your data
- Kept for 90 days after cancelling, then may be deleted.Terms of service §13
- Through an agency
- You get support and cancel through the agency, which sets your price. Get in writing who owns the data and the numbers.Terms of service §2, §13
What changes in cost.
HighLevel's prices as listed on its pricing page and help center, read Oct 10, 2026, next to ours. Per month, before tax.
HighLevel, as listed
| StarterOr $970 a year | $97 |
|---|---|
| UnlimitedOr $2,970 a year | $297 |
| Agency ProOr $4,970 a year | $497 |
| CallsOutbound, from a prepaid wallet | About 1.7¢ a min |
| EmailPer 1,000 sent or received | 67.5¢ |
| AI EmployeePer sub-account | $50 or $97 |
AI Scaling, with Otto
- Phones with the AI receptionist, the inbox, quotes, invoices, campaigns, e-sign, tables and Otto
- No per-user fees and no add-ons
- Month to month, cancel online
What Otto does
during the move.
Keep GoHighLevel as long as you like. Otto keeps both the same, then moves you when you say.
- 01Keeps both in step
Contacts, conversations, opportunities, appointments, tasks and notes come in, and contact updates and stage moves go back.
- 02Builds your workflows
HighLevel can't export a workflow to a file, so Otto does not copy yours. He builds the ones a shop like yours runs, and any you show him as a screenshot. Every one stays off until you switch it on.
- 03Forwards your calls, then you leave
Your numbers do not move to us. You forward their calls to Otto's number, or get a new local number for Otto as an extra number, before anything is cancelled.
Built by Otto, off until you switch it onGoHighLevel questions.
If yours is not here, ask through Get started and a person replies.
Does anything in GoHighLevel stop working when I connect?
No. It keeps running as it does today. Contact updates and stage moves made here go back to it.
What comes in from GoHighLevel?
Contacts, conversations, opportunities and pipelines, appointments, tasks and notes, and they stay in step while connected.
My agency set up GoHighLevel. Can I still connect?
Yes, with access to your sub-account. Before you cancel anything, get written confirmation from the agency of who owns the data and the numbers.
Will my workflows come across?
Not by copying. HighLevel can't export a workflow, so Otto does not read yours. He builds the ones a shop like yours runs, and any you show him as a screenshot. Each stays off until you look it over and switch it on.
What about my phone numbers and texting registration?
We do not move numbers to AI Scaling. Forward a number's calls to Otto's number, or get a new local number for Otto as an extra number; business texting is registered on the number Otto uses. HighLevel releases numbers within 14 days of cancelling, so decide before you cancel.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
