Why Research Usually Dies in a Browser Tab
You research a prospect's site and DNS in Perplexity, then spend 30 minutes copying findings into HighLevel custom fields, tags, and notes by hand.
BRIEFING: AI CLIENT GUIDE • PERPLEXITY
ENDPOINT: HTTPS://GHLAGENCYMCP.COM/MCP
PARTNER CODE: PARTNER25 (25% OFF)
Turn Perplexity web research into live GoHighLevel actions.
RESEARCH + ACT
Research a client's market, audit their live domain and inbox setup, and populate their HighLevel sub-account—without leaving Perplexity.
What You Ship Instead
- Check any prospect's live SPF, DKIM, DMARC & BIMI status
- Sync researched brand details straight into Custom Values
- Tag contacts, add notes & trigger follow-up workflows
- Keep no-sending guardrails on so AI never messages leads unapproved
PLAIN-ENGLISH AI PROMPT · PASTE INTO CLAUDE, CHATGPT, GROK OR CURSOR
“Check the live DMARC and BIMI records for prospectdomain.com, then update their company profile and custom values in sub-account <LOCATION_ID>.”
How It Compares
| Capability / Outcome | Copy-Paste From Perplexity | Basic CRM Connector | GHL Agency MCP |
|---|---|---|---|
| Live Domain, SSL & Inbox Audit | ⚠️ Manual lookup tools | ❌ Not supported | ✅ Instant domain & BIMI scorecard |
| Populate Sub-Account Custom Values | ⚠️ Manual typing | ⚠️ 1 field at a time | ✅ Batch-syncs with preview |
Quick Answers
Can I prevent Perplexity from sending live SMS or emails?
Yes—use the `no-sending` or `read-only` policy so it can never send outward messages.
Start Free ($0/mo) — Or Unlock Agency Unlimited + The $612 Vault for $0
Connect 1 sub-account Free forever, upgrade to Builder Pro ($29/mo → $22/mo w/ code PARTNER25) or Agency Unlimited ($79/mo → $59/mo w/ code PARTNER25), or get Agency Unlimited + the $612 Operator Vault 100% Free when you start or upgrade HighLevel via our partner link (?fp_ref=moosh).