ap Answer Perfect

YOUR RECEPTIONIST, ACCOUNTED FOR

Every conversation.
One clear view.

Keep an eye on customer usage, trial progress, and the moments that need your attention.

Answer Perfect · Owner workspace

Customer settings

Record the setting you have verified in GHL. Saving here does not purchase or cancel GHL Unlimited, and does not change the customer’s Answer Perfect plan.

Marking Unlimited enabled removes internal-cost upgrade alerts. Customer usage and billing alerts remain active.

Inactivity monitoring

Internal dashboard only. Requires fresh call and text history; paused accounts are excluded.

Trial call readiness

Owner-recorded checks, not automatic verification. Use Not needed when a channel is not part of this customer’s call setup.

These settings do not change GHL, Google or billing.

Connected accounts

These account links are read-only. Credentials are never displayed.

Connect a test customer

Link an existing AP CRM contact, GHL service subaccount and Stripe sandbox subscription. Review the verified accounts before saving.

The contact must be marked as a test customer and its AP Service GHL Location ID must match below.

Enter the private integration token from this customer’s subaccount.

Verify accounts securely saves a supplied token in Vault before checking the CRM and Stripe records. Leave blank to keep an existing saved token.

Select marketing lead

Prepare customer subaccount

Save progress at any point. Complete the checks before reviewing the management CRM record. Hours, services and transfer rules remain in the service subaccount.

Tokens are verified and encrypted in Vault. Leave blank to reuse a saved token. Saving a lead or progress does not start a trial.

New CRM contacts receive the verified location mapping. Existing CRM contacts must already have the correct AP Service GHL Location ID and AP Lifecycle Status (test for fictional customers, setup for real prospects); their details are preserved.

Plan how real calls will reach the number: forwarding and/or Google Business Profile. Shared demo calls stay outside this dedicated subaccount.

Real prospects can be prepared here; Stripe connection is currently sandbox-only.

Resolve uncertain import

Check the AP CRM for a contact created by this import. Paste its ID to review and link it. If no contact exists, resolve the failed request in GHL before manually creating one. This recovery never creates another contact.

GHL connections

Connect a dedicated customer subaccount. Tokens are verified and stored encrypted in Supabase Vault. Saved tokens are never displayed.

Create the integration inside this subaccount with View Locations and Voice AI dashboard read access. Verification reads account details and call-log access; it does not change the subaccount.

Advisory follow-up

Handled advisories stay visible and leave Needs attention. This does not change usage, billing, subscriptions or GHL settings. Uncheck Handled to reopen.