---
title: How to Add Custom Webhook in your Agent Portal
description: "[YouTube video player](https://www.youtube.com/embed/tx8cQPUtiHk?si=M7MUKqAxCrS-JeG5) Follow these steps to add an Agent Portal to a custom menu link in your agency account: ### Step 1: Login into the Agent Portal - Access the agent portal [https://portal.affordablecare.ai/](https://portal.affordablecare.ai/)through your preferred web browser. - Enter…"
url: "https://help.affordablecare.ai/docs/how-to-add-custom-webhook-in-your-agent-portal-2/"
updated: "2025-06-23"
---

# How to Add Custom Webhook in your Agent Portal

[YouTube video player](https://www.youtube.com/embed/tx8cQPUtiHk?si=M7MUKqAxCrS-JeG5)

Follow these steps to add an Agent Portal to a custom menu link in your agency account:

### Step 1: Login into the Agent Portal

- Access the agent portal [https://portal.affordablecare.ai/](https://portal.affordablecare.ai/)through your preferred web browser.
- Enter your username and password in the designated fields.
- Click the "**Login**" button to proceed

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Agent-Portal-login-Screen.png)

### Step 2: Copy your Agent Portal SSO link

- **Navigate to the Agent Portal:** Go to the settings tab in your agent portal.
- **Copy the SSO Link:** Locate and copy the Single Sign-On (SSO) link from the settings.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Agent-Portal-Custom-menu-Link.png)

### Step 3: Access Custom Menu Link Settings

- **Log into Your Agency Account**: Start by logging into your agency account in HighLevel.
- **Open Settings**: Click on the **Settings** button.
- **Navigate to Custom Menu Link**: Scroll down and select **Custom Menu Link** from the settings menu.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture1-1.png)

### Step 4: Create a New Custom Menu Link

- **Create New Link**: Click on the **Create New** button. A pop-up window will appear.
- **Select an Icon**: Choose an appropriate icon for your custom link.
- **Add a Title**: Enter a title for the link in the first input field.
- **Add the Agent Portal URL**: In the third input field, paste your Agent Portal URL link.

### Step 5: Enable Sidebar Display

- **Show Link on Sidebar**: Enable the option labeled **Show link on account sidebar** in the Sidebar Preference section.
- **Select the Sub-Account**: Choose the sub-account where you want the Agent Portal button to appear.

### Step 6: Save Your Settings

Once you've entered all the necessary details and selected your preferences, click **Save**.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture2-2.png)

---

## How to Change Custom Values in Your Snapshot

After importing a snapshot, the next crucial step is to update the custom values to reflect your specific business details. Here's a step-by-step guide to help you through the process:

### Step 1: Access the Settings

Start by clicking on the **Settings** button in your dashboard. This action will open a new window where you will see an option labeled **Custom Values**.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture2-1.png)

### Step 2: Open Custom Values

Click on the **Custom Values** button. A window will appear displaying all the custom values associated with your snapshot.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture3-1.png)

### Step 3: Edit Custom Values

To update the custom values with your business information, such as your agency details, NPN number, name, and other relevant business data, follow these steps:

- Click the three dots next to the custom value you wish to edit.
- Select **Edit Custom Value** from the dropdown menu.
- Enter your updated information in the provided fields.

### Step 4: Save Your Changes

After entering the necessary details, be sure to save your changes by clicking the **Update** button. This will ensure that your custom values are accurately reflected in the snapshot.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture4-1.png)

---

## How to Get a Phone Number for Your Sub-Account

To acquire a phone number for a specific sub-account, follow these steps:

### Step 1: Access Phone Number Settings

- **Log into Your Account**: Start by logging into your account.
- **Go to Settings**: Navigate to your account settings.
- **Click on Phone Numbers**: In the settings menu, click on the **Phone Numbers** button.

### Step 2: Add a New Phone Number

- Click**+Add Number**: To add a new phone number, click the **+Add Number** button. A pop-up window will appear.
- **Select Location or Country**: Choose the location or country for which you want to purchase a phone number.
- **Choose a Number**: Browse through the list of available numbers and select the one you want.
- **Proceed to Purchase**: After selecting your desired number, click the **Proceed to Buy** button to complete the purchase.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture3-2.png)

---

## **Agent Portal Set-Up**

##### How To Add Custom Webhook in Your Agent Portal

Click on the article below to see step-by-step how to add Weebhook agent portal👇

[How to add custom webhook in your agent portal](https://help.affordablecare.ai/docs/how-to-add-custom-webhook-in-your-agent-portal/)

## Settings in the Agent Portal

The Agent Portal allows you to manage your personal and agency details with ease. Here's how to do it:

### Step 1: Access the Settings

1. **Click on the Settings Button**: Begin by clicking the **Settings** button in the Agent Portal.

### Step 2: Managing Your Details

Once in the Settings section, you can update the following:

1. **Personal Details**:
   - First and Last Name
   - Email Address
   - Phone Number
   - Agent NPN Number
2. **Agency Details**:
   - Agency Name
   - Address
   - Contact Number
   - Email
3. **Calendar URL**:
   - At the bottom of the Settings section, you can add a calendar URL link for scheduling appointments.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Agent-Portal-settings.png)

## Client Records

The **Client Records** section provides a comprehensive view of your client's history and consent forms:

1. **View Client History**:
   - Click on the **Client Record** button to view your client’s history, including their activity, such as which pages they visited and the dates and times of those visits.
2. **Download Contents**:
   - You can download client consents individually for each client or in bulk by clicking the **DOWNLOAD EXCEL** button.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Client-record-in-agent-portal.png)

1. **Check Activity History**:
   - By clicking on the **History** button, you can see all the activities and consents your client has completed.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture6-1.png)