docs-dataset/visual_training.jsonl

{"instruction": "What is shown in this GoHighLevel dashboard?", "output": "This is the main agency dashboard in GoHighLevel, displaying an overview of all sub-accounts, key performance metrics, and quick access to agency-level settings.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/agency", "visual_pattern": "ghl_main_dashboard", "description": "GoHighLevel main agency dashboard showing overview metrics", "multimodal": true}}
{"instruction": "How do I access sub-accounts in GoHighLevel?", "output": "From the agency dashboard, you can see all sub-accounts listed. Click on any sub-account card to switch to that location's view, or use the Sub-Accounts menu in the left sidebar.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/agency", "visual_pattern": "ghl_main_dashboard", "description": "GoHighLevel main agency dashboard showing overview metrics", "multimodal": true}}
{"instruction": "What metrics are available at the agency level in GoHighLevel?", "output": "The agency overview shows aggregate metrics including total contacts across all sub-accounts, revenue tracking, appointment counts, and sub-account health indicators.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/agency", "visual_pattern": "ghl_dashboard_agency_overview", "description": "Agency-level metrics and KPI overview", "multimodal": true}}
{"instruction": "How do I manage multiple clients in GoHighLevel?", "output": "Use the Sub-Accounts section to manage multiple client locations. Each sub-account is an isolated environment with its own contacts, automations, and settings. You can create, duplicate, or archive sub-accounts from this view.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/agency", "visual_pattern": "ghl_sub_accounts_management", "description": "Sub-account management interface", "multimodal": true}}
{"instruction": "How do I white-label GoHighLevel for my agency?", "output": "Navigate to Settings > Company to configure white-label branding. You can customize the logo, favicon, colors, and custom domain to match your agency's brand identity.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/whitelabel", "visual_pattern": "ghl_branding_whitelabel", "description": "White-label branding configuration", "multimodal": true}}
{"instruction": "Can I remove GoHighLevel branding from the platform?", "output": "Yes, with a white-label plan you can fully rebrand the platform. Set your custom logo, company name, colors, and use a custom domain like app.youragency.com.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/whitelabel", "visual_pattern": "ghl_branding_whitelabel", "description": "White-label branding configuration", "multimodal": true}}
{"instruction": "How does rebilling work in GoHighLevel SaaS mode?", "output": "Rebilling allows you to charge your clients for usage (SMS, calls, emails) with a markup. Configure your markup percentages in the billing settings, and clients are automatically charged through Stripe.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/billing", "visual_pattern": "ghl_billing_rebilling", "description": "Billing and rebilling configuration", "multimodal": true}}
{"instruction": "What are Smart Lists in GoHighLevel?", "output": "Smart Lists are dynamic contact segments that automatically update based on filter criteria like tags, custom field values, or activity. They help you organize and target specific contact groups for campaigns.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/crm", "visual_pattern": "ghl_contacts_smart_lists", "description": "Contact management with smart lists", "multimodal": true}}
{"instruction": "How do I segment contacts in GoHighLevel?", "output": "Use Smart Lists to create dynamic segments. Define filter conditions based on tags, custom fields, last activity, or any contact property. Contacts are automatically added/removed as they meet criteria.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/crm", "visual_pattern": "ghl_contacts_smart_lists", "description": "Contact management with smart lists", "multimodal": true}}
{"instruction": "What communication channels does GoHighLevel support?", "output": "GoHighLevel's unified inbox supports SMS, email, Facebook Messenger, Instagram DM, WhatsApp, Google Business Messages, and web chat. All conversations appear in one place for easy management.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/conversations", "visual_pattern": "ghl_conversations", "description": "Omnichannel conversations inbox", "multimodal": true}}
{"instruction": "How do I manage customer conversations in GoHighLevel?", "output": "The Conversations section provides a unified inbox for all channels. Filter by status (unread, starred, recent), assign to team members, use templates for quick replies, and set up auto-responses.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/conversations", "visual_pattern": "ghl_conversations", "description": "Omnichannel conversations inbox", "multimodal": true}}
{"instruction": "How do I set up appointment booking in GoHighLevel?", "output": "Go to Calendars > Settings to create calendar types. Configure availability windows, buffer times, and booking forms. Share the booking link or embed it on your website for client self-scheduling.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/calendars", "visual_pattern": "ghl_calendars", "description": "Calendar and appointment scheduling", "multimodal": true}}
{"instruction": "What calendar types are available in GoHighLevel?", "output": "GoHighLevel offers Round Robin (distributes among team), Collective (requires all attendees), Class Booking (group events), and Service calendars. Each type has unique scheduling logic.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/calendars", "visual_pattern": "ghl_calendars", "description": "Calendar and appointment scheduling", "multimodal": true}}
{"instruction": "How do I track sales opportunities in GoHighLevel?", "output": "Use the Opportunities section with kanban-style pipelines. Drag deals between stages, set values, assign owners, and track progress. Automate stage changes with workflow triggers.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/crm", "visual_pattern": "ghl_opportunities_kanban", "description": "Sales pipeline kanban view", "multimodal": true}}
{"instruction": "What is the pipeline view in GoHighLevel?", "output": "The pipeline view shows opportunities as cards organized by sales stages. Each card displays deal value, contact info, and activity. Drag cards to update stages or click to view full details.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/crm", "visual_pattern": "ghl_opportunities_kanban", "description": "Sales pipeline kanban view", "multimodal": true}}
{"instruction": "How do I create custom sales pipelines in GoHighLevel?", "output": "Navigate to Opportunities > Pipelines tab to create and configure pipelines. Add custom stages, set stage order, and define pipeline-specific settings like stage requirements.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/crm", "visual_pattern": "ghl_opportunities_pipelines_list", "description": "Pipeline configuration and management", "multimodal": true}}
{"instruction": "How do I accept payments in GoHighLevel?", "output": "Connect Stripe in Settings > Integrations, then create products with pricing. Use the Payments section to send invoices, create subscriptions, or embed payment links in funnels and forms.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/payments", "visual_pattern": "ghl_payments", "description": "Payment and invoice management", "multimodal": true}}
{"instruction": "Can I sell products and services through GoHighLevel?", "output": "Yes, create products in Payments > Products, set one-time or recurring pricing, then sell via invoices, order forms, or funnel checkout pages. All transactions are processed through Stripe.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/payments", "visual_pattern": "ghl_payments", "description": "Payment and invoice management", "multimodal": true}}
{"instruction": "How do I schedule social media posts in GoHighLevel?", "output": "Use Marketing > Social Planner to connect Facebook, Instagram, LinkedIn, Twitter, TikTok, and Google Business. Create posts, schedule them, and manage all social content from one calendar view.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/marketing", "visual_pattern": "ghl_marketing_social_planner", "description": "Social media scheduling and planning", "multimodal": true}}
{"instruction": "How do I track email campaign performance in GoHighLevel?", "output": "The Marketing > Emails section shows delivery rates, opens, clicks, and unsubscribes. Filter by date range and campaign to analyze performance. Use this data to optimize subject lines and content.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/marketing", "visual_pattern": "ghl_marketing_emails", "description": "Email marketing statistics and campaigns", "multimodal": true}}
{"instruction": "How do I create automations in GoHighLevel?", "output": "Go to Automation > Workflows to build automated sequences. Start with a trigger (form submission, tag added, etc.), then add actions like send email, update contact, or wait delays. Test before publishing.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/automation", "visual_pattern": "ghl_automation_workflows", "description": "Workflow automation builder", "multimodal": true}}
{"instruction": "What triggers are available for GoHighLevel workflows?", "output": "Triggers include: Form Submitted, Appointment Booked, Tag Added/Removed, Pipeline Stage Changed, Invoice Paid, Birthday/Anniversary, Inbound Call, Custom Webhook, and many more.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/automation", "visual_pattern": "ghl_automation_workflows", "description": "Workflow automation builder", "multimodal": true}}
{"instruction": "How do I monitor workflow performance in GoHighLevel?", "output": "The Automation Overview shows enrollment counts, active contacts in workflows, and completion rates. Click into specific workflows to see step-by-step analytics and identify drop-off points.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/automation", "visual_pattern": "ghl_automation_overview", "description": "Automation performance metrics", "multimodal": true}}
{"instruction": "How do I build sales funnels in GoHighLevel?", "output": "Navigate to Sites > Funnels to create multi-step funnels. Use the drag-and-drop builder to design landing pages, opt-in forms, and checkout pages. Connect to workflows for automated follow-up.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/sites", "visual_pattern": "ghl_sites_funnels", "description": "Funnel builder and landing pages", "multimodal": true}}
{"instruction": "How do I create forms in GoHighLevel?", "output": "Go to Sites > Forms to create custom forms. Add fields for contact info, custom fields, and file uploads. Embed forms on websites or share direct links. Form submissions trigger workflows automatically.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/sites", "visual_pattern": "ghl_sites_forms", "description": "Form builder and management", "multimodal": true}}
{"instruction": "How do I manage online reviews in GoHighLevel?", "output": "The Reputation section monitors Google and Facebook reviews. Set up automated review requests after appointments, respond to reviews directly, and track your rating trends over time.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/reputation", "visual_pattern": "ghl_reputation", "description": "Review management and reputation monitoring", "multimodal": true}}
{"instruction": "What reports are available in GoHighLevel?", "output": "GoHighLevel includes reports for appointments, calls, attribution, agent performance, email/SMS stats, and custom reports. Use date filters and breakdowns to analyze specific metrics.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/reporting", "visual_pattern": "ghl_reporting", "description": "Analytics and reporting dashboard", "multimodal": true}}
{"instruction": "How do I configure business settings in GoHighLevel?", "output": "Navigate to Settings > Business Profile to set your company name, address, timezone, and contact info. This information is used in automations, emails, and appointment reminders.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/settings", "visual_pattern": "ghl_settings_business_profile", "description": "Business profile and company settings", "multimodal": true}}
{"instruction": "How do I create custom fields in GoHighLevel?", "output": "Go to Settings > Custom Fields to create contact, opportunity, or company-level custom fields. Choose field types like text, dropdown, date, or checkbox. Use custom fields in forms, workflows, and reporting.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/settings", "visual_pattern": "ghl_settings_custom_fields", "description": "Custom field configuration", "multimodal": true}}
{"instruction": "What integrations does GoHighLevel support?", "output": "GoHighLevel integrates with Google, Facebook, Stripe, QuickBooks, Xero, Zoom, Shopify, WordPress, and many more. Connect accounts in Settings > Integrations to enable data sync and automation triggers.", "metadata": {"source": "visual_training", "platform": "gohighlevel", "category": "gohighlevel/settings", "visual_pattern": "ghl_settings_integrations", "description": "Third-party integrations hub", "multimodal": true}}
{"instruction": "What is the Odoo CRM module?", "output": "Odoo CRM provides pipeline management for tracking leads and opportunities. It includes kanban views, activity scheduling, lead scoring, and integration with sales, email, and calendar.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/crm", "visual_pattern": "odoo_crm_main", "description": "CRM pipeline dashboard", "multimodal": true}}
{"instruction": "How do I manage sales opportunities in Odoo?", "output": "Use the CRM app to create pipelines with custom stages. Leads appear as kanban cards that you drag between stages. Schedule activities, log calls, and convert leads to quotations.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/crm", "visual_pattern": "odoo_crm_main", "description": "CRM pipeline dashboard", "multimodal": true}}
{"instruction": "What is the difference between leads and opportunities in Odoo?", "output": "Leads are unqualified prospects that need nurturing. Opportunities are qualified deals in your pipeline. Configure Odoo to use leads separately or convert them directly to opportunities.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/crm", "visual_pattern": "odoo_crm_leads", "description": "Lead management view", "multimodal": true}}
{"instruction": "How do I analyze sales pipeline performance in Odoo?", "output": "Go to CRM > Reporting for pipeline analysis charts. View win rates, average deal size, sales cycle length, and team performance. Filter by date, salesperson, or pipeline stage.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/crm", "visual_pattern": "odoo_crm_reporting", "description": "CRM analytics and pipeline reporting", "multimodal": true}}
{"instruction": "What is Odoo Inventory?", "output": "Odoo Inventory is a warehouse management system supporting multi-location, barcode scanning, automated reordering, and real-time stock tracking. It integrates with Sales, Purchase, and Manufacturing.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/inventory", "visual_pattern": "odoo_inventory_overview", "description": "Inventory dashboard and operations overview", "multimodal": true}}
{"instruction": "How do I track stock levels in Odoo?", "output": "The Inventory Overview shows on-hand quantities, reservations, and incoming/outgoing stock. Click into products to see location-level breakdown and stock moves history.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/inventory", "visual_pattern": "odoo_inventory_overview", "description": "Inventory dashboard and operations overview", "multimodal": true}}
{"instruction": "What inventory operations are available in Odoo?", "output": "Odoo Inventory includes Receipts (incoming), Deliveries (outgoing), Internal Transfers, Manufacturing Orders, and Scrapping. Each operation type has its own workflow and validation process.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/inventory", "visual_pattern": "odoo_inventory_operations", "description": "Warehouse operations management", "multimodal": true}}
{"instruction": "How do I process warehouse receipts in Odoo?", "output": "Go to Inventory > Operations > Receipts to see incoming shipments. Validate receipts to add products to stock, or use barcode scanning for faster processing. Partial receipts are supported.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/inventory", "visual_pattern": "odoo_inventory_operations", "description": "Warehouse operations management", "multimodal": true}}
{"instruction": "How do I set up products in Odoo Inventory?", "output": "Create products in Inventory > Products with type (Storable, Consumable, Service), units of measure, and warehouse rules. Add variants for size/color, set reorder points, and configure routes.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/inventory", "visual_pattern": "odoo_inventory_products", "description": "Product catalog and variants", "multimodal": true}}
{"instruction": "How do I configure multiple warehouses in Odoo?", "output": "Go to Inventory > Configuration > Warehouses to create locations. Each warehouse has receipt, delivery, and internal routes. Configure locations within warehouses for detailed stock tracking.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/inventory", "visual_pattern": "odoo_inventory_configuration", "description": "Warehouse and location configuration", "multimodal": true}}
{"instruction": "How do I create sales quotations in Odoo?", "output": "Go to Sales > Orders > Quotations to create new quotes. Add products, apply discounts, and send to customers for approval. Confirmed quotations become sales orders that trigger delivery.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/sales", "visual_pattern": "odoo_sales_quotations", "description": "Quotation and order management", "multimodal": true}}
{"instruction": "What happens when a sales order is confirmed in Odoo?", "output": "Confirming a sales order creates delivery orders in Inventory and draft invoices in Accounting. Stock is reserved, and the fulfillment process begins automatically.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/sales", "visual_pattern": "odoo_sales_orders", "description": "Sales order processing", "multimodal": true}}
{"instruction": "How do I create purchase orders in Odoo?", "output": "Go to Purchase > Orders > Requests for Quotation. Add products, select vendors, and send RFQs. Confirm to create purchase orders that generate expected receipts in Inventory.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/purchase", "visual_pattern": "odoo_purchase_rfqs", "description": "Request for quotation management", "multimodal": true}}
{"instruction": "How do I manage vendor pricing in Odoo?", "output": "Configure vendor pricelists in Purchase > Configuration > Vendor Pricelists. Set product-specific pricing by vendor, including quantity breaks and validity periods.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/purchase", "visual_pattern": "odoo_purchase_vendor", "description": "Vendor management and pricelists", "multimodal": true}}
{"instruction": "How do I create invoices in Odoo?", "output": "Invoices are typically created from confirmed sales orders, but you can also create standalone invoices in Invoicing > Customers > Invoices. Add lines, apply taxes, and post to send to customers.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/accounting", "visual_pattern": "odoo_accounting_invoices", "description": "Customer invoice management", "multimodal": true}}
{"instruction": "How do I record payments in Odoo?", "output": "Register payments directly from invoices or bills, or create batch payments in Accounting > Payments. Odoo supports bank synchronization for automatic matching and reconciliation.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/accounting", "visual_pattern": "odoo_accounting_payments", "description": "Payment tracking and reconciliation", "multimodal": true}}
{"instruction": "What are journals in Odoo Accounting?", "output": "Journals organize transactions by type: Sales, Purchase, Bank, Cash, and Miscellaneous. Each posted invoice, payment, or manual entry creates journal items for double-entry bookkeeping.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/accounting", "visual_pattern": "odoo_accounting_journals", "description": "Journal entries and accounting records", "multimodal": true}}
{"instruction": "What financial reports are available in Odoo?", "output": "Odoo includes Profit & Loss, Balance Sheet, Cash Flow Statement, General Ledger, Aged Receivables/Payables, and Tax Reports. Export to PDF/Excel or drill down to transaction details.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/accounting", "visual_pattern": "odoo_accounting_reporting", "description": "Financial reports and statements", "multimodal": true}}
{"instruction": "How do I manage employees in Odoo?", "output": "Use the Employees app to create employee profiles with contact info, department, manager, and work location. Link to Payroll, Timesheets, and Leaves for complete HR management.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/hr", "visual_pattern": "odoo_employees", "description": "Employee management and HR", "multimodal": true}}
{"instruction": "What is Odoo Website?", "output": "Odoo Website is a drag-and-drop website builder with eCommerce, blogging, and event management. It integrates with Inventory and Sales for automated order processing and stock sync.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/website", "visual_pattern": "odoo_website", "description": "Website builder and eCommerce", "multimodal": true}}
{"instruction": "What is Odoo Point of Sale?", "output": "Odoo POS is a touchscreen-friendly retail system supporting barcode scanning, multiple payment methods, loyalty programs, and real-time inventory sync. Works offline with automatic sync.", "metadata": {"source": "visual_training", "platform": "odoo", "category": "odoo/pos", "visual_pattern": "odoo_pos", "description": "Point of Sale interface", "multimodal": true}}