Getting started

From installation to the first review queue.

The pilot is designed to begin read-only, so you can inspect findings before changing any production process.

1. Install the private app.
   Choose the intended HighLevel sub-account and review the requested permissions.
2. Authorize read-only access.
   Complete the HighLevel OAuth prompt. Do not share the returned URL or authorization details.
3. Open the auditor dashboard.
   Launch Follow-Up Auditor from the sub-account’s app navigation.
4. Run the first audit.
   Allow the service to review contacts, conversations, opportunities, and workflow status.
5. Review exceptions with an operator.
   Validate each high-priority signal against the live record before taking action.