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Q&A call - March 31, 2026

Last updated on 01 Apr, 2026

Transcript

0:00
Happening? Everybody happy Tuesday. Welcome to SDA. I call hope

0:06
everybody's doing good. So far,

0:10
we got some clouds looking like rain, maybe snow. I thought winter was gone here in Utah, but looks like we may get another hit here pretty quick.

0:21
Anyway, you guys got questions, we've got answers. Go ahead and click the bottom of the Google meet window. You'll see a little hand icon. Yep, Satir has got it. Go ahead and just throw your hand up. Click that button. That'll put you in line. We'll start answering some questions, right? Satira, let's go ahead and have you unmute and take your questions. Hello, hey, and no snow. And if you do get snow, don't send it here to North Carolina, okay,

0:53
but we'll try not to. You know what it

0:56
this has been. They just said they announced it. I don't know. This is several weeks back, I guess. But this is the absolute worst winner on record here for us in Utah. So we've got

1:09
record drought. I mean, we our snowpack is extremely low. So I'm actually a little excited that we might get a little something, because we need we don't have hardly any water this year. It's really bad.

1:23
So yeah, we'll, we'll definitely take it from you. Okay,

1:29
okay, I have

1:32
three questions and

1:35
Okay, starting with,

1:39
is it

1:41
the statistics? The Workflow statistics, when we send out our emails, and there's a in the in the workflow,

1:52
it's supposed to be where your statistics show up when you click in the warm email, or any of the emails in that workflow, and it doesn't show up in in mine, but I do have it, but it's in the

2:10
in the marketing tab,

2:14
and then email campaigns and workflow. It's a longer way of getting there. But I haven't. I was just wondering why it's not in the workflow, where it was shown in the in the in the video.

2:30
Can you share your screen? Yeah, let's take a look.

2:52
Okay, so

2:56
let's go ahead and just look in the workflow. Click that little you see in the bottom, that little green arrow, yeah, just expand that all right. So in the automation, yeah.

3:09
So just a little bit, Yep, there you go.

3:17
Okay, so when I go to smart directory outreach,

3:23
listing,

3:29
and okay, supposedly to click in here

3:34
and go over To statistics and there isn't anything there.

3:40
Click

3:42
on, execution logs for me real quick at the top.

3:49
Oh, do you see execution? Yeah, okay, okay, well, that's

3:54
go ahead on the date filter. Click on that date filter,

4:00
yep, go ahead and click that, and then just click on.

4:04
See, here's your last month, last seven days, just last 30 days. That's as long as you can do it. Okay, okay, see, because the other side, it gives me last 90 days, past 90 days, I think it was, yeah, yeah. So what I'm thinking is that you just it's been more than 30 days since someone has run through this workflow, and that's why they're you're not showing any stats. But let's go back to go back to the builder for me. Let me just double check and see if we're not going to get any stats. Oh, sorry,

4:37
in that same automation. So go ahead and click, because we can see there's 127

4:42
people have been through this, but it was more than 30 days ago. Over on the far left, you see that little pie icon.

4:51
Looks like a like a chart, like a pie chart. Yeah, go ahead and click on that.

4:56
Okay. Yeah. So do you see the the notes says.

5:00
Stats are only available for the last 30 days. So what that means is just that these emails,

5:05
you're not seeing those stats, just because the last people that went through here were over 30 days ago. Okay, okay, but as you start to do it, as it you get on to kind of a regular clip, and you're sending these out, you know, day in, day out, week in, week out, then you'll see those stats right there inside the workflow. That's the only reason they're showing zero. Okay, okay, but I do, I do see them over here in in marketing

5:34
emails. Yep, you can go to the email templates, and this one I go to campaigns

5:45
and workflow campaigns and free listing,

5:52
let's say it's a long route. So here it gives me my that's for all the emails,

5:59
because I call up here, it says all workflow email. So that means it's not just in the warm up, but then I can do the just the warm up and, oh, wow, it still has the stats. Oh, that's cool. I didn't realize that it, it kept those stats. Okay, nice. So I was glad to see it. So I wasn't sure, but I noticed that one past 90 days,

6:23
but this one seems to be more accurate.

6:30
Yeah, statistics for me.

6:33
Okay, alright, so now you know, is that okay? So

6:39
how do I set up, Miss call, text back for clients.

6:46
That's my next question. Where, where do i is? I know that's part of the agents, right? AI agents, and I have a, I have a voice agent, and I have a a

7:00
demo voice agent for the

7:04
more plumbers and electricians, but I'm not

7:11
gonna know we we can set that up. One thing that I just noticed though here

7:17
you've got a pretty high bounce rate. Yeah, that was before I

7:24
had one of the calls on, on your calls here, before I had gone through and verified all of them. So that should be one. Oh, okay, got it, yeah, that was, that was before that that happened. Okay, yeah, the next round

7:44
will be better, right? Okay, perfect.

7:50
So let's go into so we want to check out missed call. Text back,

7:56
okay,

7:59
so let's go under.

8:03
If you go to Settings,

8:13
and then I think it's under, I think they moved it under phone system,

8:19
yep. And then if we click on voice at the top,

8:26
oh, it looks like, okay, so we need to complete. Looks like your ATP is not complete. But let me just show you where this is at first. So click on voicemail and miss call, text back that tab right there in the center of the screen,

8:40
and then on the on the left menu, missed call, text back one more time. There you go. So this is where you'll set it up, okay? And it looks like it's already enabled for you, okay,

8:53
but, and you can customize that message. So what it's going to say is, Hi, this is the Asheville Thrive I saw we just missed your call. How can I help? That will be the text that goes out. Okay, okay. So how would I set that up for a client, though?

9:13
So what it's doing is it's pulling the Do you see

9:19
where it says, Hi, this is location, dot name, uh huh. So it's pulling, it's dynamically. That's a merge field. So it's that that merge field is pulling the name of your sub account. And the name of your sub account is the Asheville thrive. So that's going to be dynamic. So, so every sub account that you set up, whether it's for yourself or a client, whatever the name of the sub account is, that's what the name will be here by default. Now you can always customize this. So you see the text over there on the right where it says customize. You can go in there and you can customize. You can you can say it, have it say whatever you'd like. Okay, right. So that's not a problem. But.

10:00
This is not going to work until you get a two piece. Yeah, approved. Yeah, I haven't yet. Yeah, I haven't gone through it yet. But I was, I was thinking about this being one

10:14
of the services that I could let the you know, like plumbers or electricians, know that they can. They can have for you know, so they don't miss any more calls. Certainly, yeah, definitely, yep, you can definitely do that. You just want to make sure you go, whether it's for yourself or them. You'll have to go through that ATP process, because without that, you can't send a single text message, whether that's a missed call, text back, text message, or just a regular text

10:46
you it won't, it will not send until you've been approved. Okay, yeah, that's good, which I've seen, you know, yeah, I just haven't gotten in that frame of mind yet to want to go through those steps yet. So I'm still dealing with, you know, working on the emails themselves and getting that

11:04
where I'm not, you know, nervous about sending anything out without the the slug hook or the slug, what they call it, you know, would be the name of the business, right, correct. Okay,

11:17
so, so I'm still working on that.

11:20
Let's say I got one more

11:24
one here.

11:32
Oh, okay, the snapshot, the updated snapshot. Okay, I went through and and I asked this question, but I'm I'm still not really clear.

11:44
I went through the snapshot that I have already, and the the

11:52
assets and and also went through the the new one

11:59
to see, you know, did a comparison to see, because I didn't want to wipe out anything, since I've already did customizations, okay, but what I want to know is,

12:12
since I did those customizations, do I need is what's in this, this revised snapshot that would be different than what I already have, if I don't do an update.

12:28
That's good question, and I'm not entirely sure rachika or Steph.

12:33
Do you girls know what was the what was

12:40
the latest update in that snapshot, I think it was the beginning of March, right? Do you know what was included in that the march 5? March 5? Yeah,

12:50
and I went through and compared, you know, the assets and I have more

12:57
assets in what already have, then, you know what's in the new so I don't know. I don't understand, what would be the update? What part of that would be an update? Because I don't want to wipe out what I have that start all over again, right? Right.

13:19
Rachika, do you have any idea what was added.

13:24
It was a very small update. I'm just trying to

13:31
remember. Steph, do you remember anything about that? I

13:40
think it's about

13:43
your

13:55
voices.

13:57
Yeah,

14:02
yes, we can hear you.

14:04
Yeah, I

14:07
think there's some

14:10
updated.

14:16
I didn't catch that. Yeah. Did you catch that? Rachika, what she said, can I tell you we updated email one to remove the website address and add a PS to my knowledge, that is the only change. Oh, okay, cool, awesome. Thanks, Dorian,

14:36
all right. Thank you, Dorn,

14:39
and appreciate that. Thank you.

14:43
Okay,

14:47
well, thank you, satiria, all good stuff. Let us know if you have any any other questions. Okay, okay,

14:55
Lance, I think you had your hand up. Looks like it disappeared. Climbing.

15:00
Partner, okay, cool. Did you have a question? Yes, I joined yesterday with the pre

15:08
trial program. I set up everything. It seemed to go fine, but I'm sitting now. I've tried for a full day to log in, and a couple issues. I'm not getting emails. So no matter, you know, I'm pretty sure I have the obviously my email for the username, and then I have a password, and then it says wrong. It's either one. And finally, I clicked on about five to six times I clicked on,

15:37
renew my password, change my password, and they said they sent a link, but I'm not getting the links in my email, so I changed my password to something new. I have not been able to get into my program since I started yesterday, and so I just wasted 24 hours trying to get into the into the system

15:58
is the app installed inside your sub account.

16:03
I have not been able to do anything. I'm trying to log into your program, and then I need my onboarding. And they supposedly sent me an email again. I didn't get I am getting lots of emails, but I didn't get that one either. And they said this is for the onboarding, and it's at one o'clock my time.

16:23
I didn't get it and I checked it, I kept clicking on the Zoom meeting, and I sat there and sat there. So I wasted three long calls waiting to get onto the zoom. So I have no startup. I can't get into my system, and I can't get my onboarding, and so I'm absolutely stuck. So okay, just

16:45
to clarify Lance, just so that I'm on the same page, is this onboarding for SDA, I or is this onboarding for high level? No, no, I've been on high level for a long time. It's onboarding. Okay, got it? Okay, yeah, just wanted, just wanted to be sure. Okay, do you? Do you currently have a ticket open with us? I've been emailing about four different people there and with the same thing every day, every few hours, saying, here's the problem, I can't get in. And I'm getting tired of taking the same No, but it's gone.

17:19
Yeah, I was checking your ticket, and I think you joined the onboarding call when it was not the time for that call, because the onboarding call, it has a specific time to join. And I think I replied to the same on the ticket as well, but I was not able to find like, where your login issues are. So maybe if you want to share your screen so that we can see, yeah,

17:43
the onboarding. I didn't get the email, so I had no idea that I was scheduled for an onboarding. And so in one of the emails, they said, click here for the onboarding. And I did. And I tried three times, obviously, because I wasn't on the right time, which I didn't know, I sat there and waited for nothing. So I need to get onboarded ASAP, and I need to get signed in. There's my two emergencies. Okay? I keep running for

18:07
six, eight months, so I don't need help with that. I just need help to get everything set, yeah?

18:15
Like on every Monday at 3pm Eastern, and I shared the URL with you as well for the onboarding, yeah,

18:25
sorry, I can't wait six days to get onboarded. This is insane. That is a set time with the team. And here is the link I'm sharing to see all the calls that we have

18:37
that you can join

18:39
so so you will see all the information about any call that we have. Can I get this done today? Is it possible to get it done today? I mean, I'm getting Yeah, let's second day with nothing happening here. Yeah, Lance, no, no, we want to help. So, yeah, please. Can you, can you share your screen, and we can just kind of take a look, just see what you're experiencing, and then we can get you to the right person get this sorted out. Yeah.

19:01
Cool.

19:05
Okay, are you seeing my screen?

19:07
Yep, we got it. Okay. Let's go to

19:14
this thing. Okay, so I put this in and I put my email in,

19:27
there's my email, my password. Now I'm not even sure what my password is, because I changed it on one of your systems, but I'm going to guess,

19:36
yeah,

19:45
okay, so

19:51
it goes to reset password. Okay, didn't even, didn't even go in and give me a chance, but I'll hit Reset Password.

20:00
Email,

20:05
he's in the wrong spot

20:09
and in the wrong spot. Go high level account. I was gonna say I don't think this is the right spot. I was just looking it up to be sure, but not the URL that we use, like, why is it not go high level? I haven't connected go high level. I haven't done anything. I just smart directory is an app that runs in conjunction with go high level, so you have to install it in your go high level account.

20:34
So if you can just pull up your agency account Lance, okay, and once you get your agency account pulled up for high level, then what we can do is is go into the app marketplace and we can install it into The correct sub account that you want to use. Okay,

21:12
so I was trying to sign in the wrong place.

21:17
Yes, I'm not even sure what what that page was, what that login was. But then, just like what Doran said, the smart directory AI app is just that it's an app that runs inside of a sub account inside high level. So high level has an app marketplace, and when you log into high level, we can go into that app marketplace, we can search for SD AI, we can install the app into a sub account, and then you just have to enter in your your key, your license key.

21:54
So this is the password for my Google, for

21:58
my Google company, or is it the password for go high level,

22:03
so it looks like you're in CRM, dot, savvy marketing.ca, so I'm assuming that is your agency. Is that correct?

22:13
Yeah, okay. So, yeah, we changed, we changed the name to this. But anyway,

22:19
are you looking for a Google login? Here are you looking for a login for? This is, this is the login page for high level, but this is you're currently viewing it on a white label domain.

22:33
And the white label domain is the CRM, dot, savvy marketing.ca but this is the login page for high level. So whatever you use, whatever email and password you use to log into high level, it'll be the same on this page as it will be on a pp.go high level.com,

22:52
okay,

22:57
so this

22:59
is how I

23:03
run this is going to my phone.

23:20
How

23:24
long does this take to go to my phone? Oh,

23:28
I didn't have sense, right? That's my fault. Never

23:32
sent it to my phone. I forgot to hit this. My bad.

23:38
Okay, there it is.

23:49
We encountered an issue while trying to log you in our development town. Now, okay,

24:16
when you go to log into high levels, this typically where you go to that domain.

24:22
I don't think so. Hold on. I'm going to close this in. Yeah,

24:28
wherever you go to typically log into high level. This is, this is where I do it on one password here. Okay, and then whatever the domain is,

24:41
standard for high level is go. It's a P, p.go, high level.com is

24:49
their domain for logging in. Never had trouble signing into my

24:55
my go ahead level before.

25:05
And I've changed my Oh, my God, this is I was

25:09
just there yesterday.

25:15
Okay, sign into your account. Can I sign in with Google? Is that faster or not? If you, if you've, if that's the way you've set it up, yeah, you can try that is

25:36
this where it's supposed to go, the connector.

25:52
I've never had problems with logging in before. Try

25:57
it one more time. You

26:18
I'm sorry I wouldn't. Don't stress about it what we're going to be here for a couple hours. So what we can do,

26:26
I would say, just keep playing around with this. Try to log in. I would try a P, p.go, high level.com try to log in directly there, instead of your white label domain.

26:37
Try to give that a shot and see if that's that doesn't work better, A, P, p.go,

26:43
high level.com,

26:46
yep, there it is.

26:56
Okay.

27:12
Oh, it just redirected you. It redirected you back to the white label domain.

27:20
Wow, I've never had this problem before. Well,

27:26
what I was going to say, just play around with it. We're going to be here for a couple hours. I can. I'll move on to another person, and then once you get logged into high level, then just put your hand back up and we'll, we'll circle right back around to you ASAP, and we'll get you, we'll get the app installed into your sub account, so you'll be off to the races with SD AI. That's all we got to do. We just got to get you into high level once you figure out how to get back in. And we just need to install the app. That's that's all you need,

27:55
okay? And then I need my onboarding

27:58
right? Yeah, you need an onboarding call, right? The onboardings are group cattle calls on Monday afternoon, at 3pm there are no more individual onboarding calls.

28:10
Yeah, that's not going to help me. We have a training area. You can start going through the videos. You don't have to wait on an onboarding

28:21
Okay?

28:24
Well, there's a ton, there's a ton of video trading Lance, yeah, yeah, the fact that I'm not getting emails from you guys is causing a lot of this damage as well. So when I, when I go to reset my email, I don't get that reset email sent to me. When I

28:39
this onboarding thing they did, you know, they they told me later that it was, it was set at this time. I'd already missed the time, but I didn't know, because I didn't get that email. So the lack of ability to be able to communicate has been screwing this thing up big time.

28:58
Should I can't Should I just cancel this thing and then redo it again.

29:04
No, I wouldn't do that.

29:07
Like I said, the only thing that you need to do here is figure out how to get back into your high level account. Once you get back into your high level account, we can install the SD AI app and then, like Doran said, there's a ton of video training. You don't need to wait for the group call for onboarding. There's even past onboarding calls, if I'm not mistaken, is that correct? Rachika, aren't there recorded onboarding calls from even yesterday and prior weeks

29:36
back to verify security code? Maybe this will work. I don't

29:41
know Jason, to my knowledge, we don't post the recordings there for no one. Oh, okay, got

29:48
it, got it.

29:54
But there's a ton of video training.

29:59
Yes. Okay.

30:00
It. This is, let me try this quote.

30:09
I've never had trouble logging in before. Here I am, perfect. Okay, Jesus, okay. You see the app marketplace down there in the bottom left? Yeah, can I? Can I get this thing off my screen? Yeah, you can just close that. You don't need that. Okay, go to the app marketplace. Yes, sorry about that, everybody.

30:32
And then once this loads, there'll be a search bar right there on the right hand side. Just go ahead and search for S, D, A, I, Jason, he needs to create a standalone sub account. Oh, yes, I have one.

30:46
Did you create one? No, not yet, but I have one.

30:51
You do okay,

30:53
that you want to use just for SD AI, yes. Okay, perfect. Then let's go ahead and and open up SDA. I will just install it into that. Sub accounts already active? No, no, I have not set it up. I have one available. I'm allowed three places and I got it. Got it. Yep. So, okay, makes sense.

31:14
So then go over to sub accounts. Let's go ahead and just set that up real quick. I

31:24
I click on Create. This is me at voltage. This is a client create,

31:32
okay and just do blank.

31:41
I would click on add manually

31:45
where the blue text in the search bar there, yep.

31:52
And then just fill in your details.

31:56
This is not for me. It's for smart directory, correct, yep. So whose details do I put in your details, because you're the owner of the directory, correct? Yes, yep.

32:12
Okay, and then just choose a name. You can always change this later, but under business name, just name your or you can just call it directory for right now if you want,

32:23
oh,

32:28
until you come up with a name for the directory, yeah, yep, perfect throw. I think you need a phone number in there.

32:38
So all the required fields just make sure that those are filled out.

32:44
Okay, is this the name of the directory?

32:48
Yeah, but you can change that. That's what the stub account will be called. Okay, you can always change that address,

32:56
so, country,

32:58
Canada, right? Yep, okay. And then time zone. Oh, did it not go in?

33:05
Yeah, try that again.

33:10
There you go,

33:14
Angel.

33:17
I'm in Mexico City by Mexico City Central Standard Time.

33:22
Okay,

33:25
I wish you could search for it.

33:28
There's Mexico City right there, where just pass it. It's up three spots, two. There you go.

33:37
Okay, perfect. And just add sub account. Okay, just click add sub account I did twice,

33:53
email.

34:01
Kevin, perfect

34:07
Lance. Are you a sparky? Am i What are you an electrician?

34:13
I work with? No, I'm a marketing company, but I specialize in electricians in Austin, city, Austin, Texas, okay, that's why the director here. Okay, now what?

34:26
So now, now that we've got that sub account created, now we can go over to the app marketplace and let's install SD AI into that sub account.

34:36
Switch to sub account first.

34:39
You can do

34:45
it from

34:47
here. Candy, no, you got to do it.

34:50
Okay, so go ahead and click, click here to switch up in the top left.

34:57
Yep.

34:59
And then click on.

35:00
Directory,

35:03
and then app marketplace on the left.

35:08
And then same thing, yep, SDA, I

35:13
go ahead and hit enter into that. Yep,

35:18
drive with smart directory. Smart is this? There you go. Yep, that's it.

35:50
You need to change the agency.

35:53
You see that agency? Yeah, change that to sub account view first, yeah,

35:58
wow. No

36:01
problem. Thank you, thank you, thank you.

36:07
And then allow and install, sure, and

36:12
then free, wait, wait, free, hit on free. Yes,

36:20
I confirm.

36:27
I just sent you a welcome email again. So can you please check your email and confirm if you received that email or not?

36:44
Always stuff on my screen.

36:47
What did you send me?

36:49
Welcome email? I resend the welcome email.

36:57
Let me share the email address that I used.

37:04
So this is the email address that I used. I think this is the same address. Is this? No, no, the second one second on the list, Yes, correct. That is your welcome email. Okay,

37:16
yeah,

37:17
so you will see the license key over here, and this is the key that you will add yes out to the app. Yes, okay, do I need that right now?

37:29
Yes, you can grab this one now,

37:33
and you will see all the information about the calls and everything if you scroll down on the same email. So everything is in there.

37:42
Okay.

37:45
What about this Quick Start call? Is that something I can do? So that is the onboarding, if you see, like the time that is Monday, at 3pm so that is okay. I gotta do this on my own. Then, okay, let's get back to

37:59
done on here. Can I get back?

38:02
Yeah,

38:05
I think it's still loading. The app is still loading for you. Okay,

38:10
so when I go to log in to my account,

38:16
I don't log in where I have been trying I log in, I just go to my directory. Is that correct to correct? Okay, well, that's good. I'm

38:29
not sure if you have the link for the training or not, but this is the Training link that you need to follow. So I'm just sharing the chat here,

38:41
so you need to go step by step and follow this training to set up the smart directory. I don't see my chat. It has, it has all the information. You don't see your chat, no.

38:55
Oh, hold on,

38:59
yeah. We're on the far the far right side, right right side, far right,

39:07
right there.

39:10
So this last link, yeah, so that is the Training link. Okay, we'll do that later, and you need to follow the left menu from talk to water like to complete the smart directory setup that's here? Yes, and you can, you can ignore the migration part, because that is for the AGM customers. So you can simply just ignore the migration step.

39:35
Okay.

39:36
Yeah. So am I still waiting then for this?

39:40
It's installed. Yeah, now you can, I think, refresh your screen and it will be ready. Am I not sharing screen?

39:48
No, refresh your screen. Oh, refresh my screen. Sorry, yes.

39:55
Okay.

40:03
So I like your pictures of Hawaii. By the way. I love Hawaii. Been there many times.

40:10
That's why I'm in Mexico, because it's warm. Anyway, I want so her pictures. Are they all kind of beach pictures or restaurant pictures? Is there anything that would fit for me working with electronic electoral contractors?

40:28
Yeah, you can customize the site. You can add any pictures that you want. Lance, okay, okay, I've got some I can add there. So why is it? Oh, it's thinking. Here we go.

40:40
So now if you see in the bottom left hand corner, in the dark blue menu, you'll see smart directory. Ai, Oh, okay.

40:49
So now the app is Yep, go ahead and click that. Now it's installed.

40:56
Wow. Thank you guys. You don't have access. Please add your license

41:09
key.

41:11
Okay,

41:13
custom theme navigation. What do I do with all this stuff? I

41:17
think you just need to hit on that tick mark and it'll just, or maybe just the cross icon on top, sorry,

41:24
sorry,

41:26
that cross on top, not the right I can, yeah, this.

41:32
Don't click. I agree. Click, click the I Agree, yep, and then verify. There you go.

41:39
Okay, I'm in. You're in

41:43
now, like rachika said, Go, I would go back to that training link and start at the top,

41:49
the quick start training. Go through that and just follow that step by step. And that will get you that. That will get you through the, the actual setup process, okay? Of the app itself. Okay? Thank you very much. I apologize to everybody.

42:09
It's okay, Lance, we we wanted to make sure that you got in obviously, we're excited that you're here, that that you joined us yesterday, so definitely wanted to make sure that you got taken care of, but you're in good hands now. So I, to be honest, I think this is better than probably the onboarding call would have been for you, because we got to help you directly to get onboarded. That that was really the onboarding right there. What we just did, okay? So we got we got this installed, you're up and running. Now the next thing to do is just go back to that training link that rachika shared, like we said, and just start going through that. That's where you're going to get all the lessons. You'll learn, everything that you need to set up. And then we do these calls, just so you know, this call happens every Tuesday, every single Tuesday, at noon Eastern.

42:59
We're here doing these calls, and this is exactly what we focus on. We focus on everything SDA i and high level related. And so you can always come to these calls on Tuesdays and get any questions answered, anything that you're stuck on, you can just come here and we'll help you get unstuck. Okay, perfect. Thank you very much. Cool. Awesome. Thanks, Lance, okay, but

43:22
Right? Lisa,

43:25
Hey, good morning. Thank you. So I have I will share my screen. I have been having issues with the

43:38
my go home, high level here.

43:43
So I cannot create a sub account. I cannot do it. I emailed Automator AI for support, and have haven't gotten any response, but I did download the directory like you just showed

44:00
the last guy sure for for getting this done. But I cannot create a sub account, and I can't move forward to and it won't let me attach my new website for the new sub account real quickly. So is this Automator? Is that That's not your company, no Automator. Ai, okay, got it. So what it looks like then is you are inside of another agency account, and you just have a single sub account under that agency, and that's why you're not able to add sub accounts. So I think what you did was the correct thing that I would have done, which is reach out to them and see if you can't get a second sub account underneath their agency account. Have you not heard back from them yet? No, I've sent, you know, the chat box. I've sent support tickets, so I'm hoping I will hear back. So I do it every day.

45:00
A time to get a response. Got it okay?

45:06
So, yeah, I would, I would continue to do that.

45:11
We will. I don't know how much I'm supposed to say on this, so try to keep it quiet everybody. But I know that we will be having an offering soon where, with SDA, I we will be allowing anyone who purchases SDI to have a dedicated sub account under our agency account. I believe that's coming within the next week and a half, two weeks, ish, something like that. So fairly soon.

45:46
So, so what would that mean for me, since I already paid for this my high level,

45:54
right? So

45:57
it would mean either you could discontinue with the outline. I don't know how you use Automator AI, I don't know what you're doing inside that account, so it's hard for me to give direct advice on that. If you're if you're using this sub account to run your agency and everything's in there and you've been running it inside here for quite some time,

46:17
then what I would suggest is maybe, again, reaching out to them and seeing if they would be open to transferring the sub account, if not then.

46:29
And you do pay them. You said you pay them, yeah, I pay them. The automated, the normal, whatever it is, the $97 a month, or $100,000

46:39
a year, whatever it is, right?

46:43
I mean, there is the option of getting your own agency account at the $97 a month level. If you go direct to high level, they give you three sub accounts. So you automatically get three sub accounts.

47:00
Oh, so in other words, discontinue this, if I'm not going to be using it as much

47:06
with the

47:07
start, the start of this, right?

47:11
I mean, there's, what I'm telling you is, there's, yeah, I would definitely, depending on how you're using Automator, AI, what you have set up in there, if you've got a lot of automations built, if you've been running your business out of here for quite some time, then I would reach out to them and see if they'd be open to transferring the sub account out of their agency account into another agency account that maybe you control. Okay,

47:39
if you'd go that route, like I said, then you could purchase a license directly from high level for $97 a month,

47:47
included in that that license through high level, they automatically give you three sub accounts. You could use one of them for this writing account that you've got. You could use another one for your directory, and then you could have a third for maybe a client.

48:08
Okay, gotcha, that's where I'm stuck. So I can't go any further. I can't get my website attached. I can't do anything because I don't have a sub account, correct? You have a sub account right here. So this is a sub account. It's just inside somebody else's agency account, but you can do everything. It looks like you have all functionality.

48:31
You've got the Sites tab turned on, you've got marketing,

48:35
right? I don't have any AI agents. I don't have any of that.

48:41
Okay? Yeah, there are things that are missing. Here. Got it, okay. So what I was,

48:50
you're going to have the most flexibility, Lisa, if you get your own license from high level, okay, that will give you the most flexibility. So

49:00
if you sign up for, if you sign up for the basic package with high level it's the $97 a month. It gives you the three sub accounts. And then

49:11
if you don't have anything already set up in this sub account, if there's nothing here that you need to save, or that's worth saving, then I wouldn't worry about transferring it. If there is stuff in here that you're worried about losing, then I would reach out to them and see if they're open to transferring it. Okay,

49:30
it's a sub account transfer right from agency to agency.

49:38
Okay, I will copy this. This from the chat box here. Save this thank you as a screenshot and try to go that route. Awesome. Okay, well, I guess I will report back next week if all is well,

49:56
alright, and if you have any other questions, just let us know. Yeah.

50:00
Kind of stuck until I get this resolved, I can't really go forward. I mean, I've taken the training same things, so I'm moving forward with that, and

50:11
that's about all I can do. I don't think I can do anything else.

50:15
I don't know if I can prospect. I guess I could, right? Yeah, oh yeah, you can, you can prospect,

50:25
you know, because I did load the 100 whatever things in here, and I was, you know, moving on with the training. And then I can update these little, you know, what do you call it, icons and things like that. I mean, I can fine tune all the stuff.

50:43
I and just keep going through all that until I get this thing transferred over. Okay, right, all right, I think I'm good for that. Appreciate it. Thank you. Yeah, of course, yeah, no worries. Happy to help. Okay, okay, have a great day. Bye, Yeah, you too.

51:03
All right, who's up next?

51:08
Do you have any hands up? I don't see anybody's hands up here.

51:18
Anybody have questions?

51:23
Satire,

51:26
yes, okay,

51:31
okay, I accidentally

51:34
in my context

51:37
under my own because I put my my own agency on the directory and

51:44
some kind of way, something I clicked into and I this, I Okay, how do I undo DND that's enabled in my in My,

51:57
oh, yeah, that's real easy for your contact.

52:02
Okay, yeah, you want to share your screen. We'll just go into that contact and I'll show you exactly where it's at. I

52:20
Okay,

52:31
so just go into high level.

52:35
Okay, you can just leave this tab. Oh, and just, yeah,

52:42
there. You go.

52:44
So click on the Go Back button there. Just click on that, and then go to contacts.

52:52
And then let's find the contact record for it's you said it was for your business, right?

52:58
Okay, so let's find that that would be a thing, right here. Okay, yeah, go ahead and just click on it. Click on the name. Oh, no, limit, not that one

53:14
here. Okay, is

53:22
is that email? It says your email is invalid, right there. Let's look at that. Oh, I know why that is, because that's, I don't I have to set up an independent, you know, mailbox that's, Oh, got it? Okay, yeah, no problem. So you just haven't done that yet for the agency, right? Right. Okay, and that's not what I wanted. Then it's No, this is where you want to be. You want to DND, yep. So on the left hand side there,

53:51
not the dark blue menu, yep, that that area right there. Just go ahead and scroll down the page.

53:57
Keep going towards the bottom here.

54:01
There it is. So it's not enabled for you, but this is the DND section. Now, if DND was enabled for either email, text or calling, then one of those little boxes would be ticked. Okay, so it's not that one, and it must be under my name because I clicked it to it. I'm like, world, did I?

54:26
Yep, those are all so, yeah, it's not enabled for for this contact. See that? No goodness,

54:36
I don't need to have any extra issues. Yeah,

54:41
oh, but

54:44
I saw that. Where did it go? It must have been another contact that you've got, and you maybe you were jumping between screens or jumping between contacts. But, yeah, this is where you'll go. It's, it's the same, it's in the same place for every contact. Okay?

55:00
So. And if you see a little red, it's a if you see the box, if it's red with a white X, I believe it is, you just click it again and then it, it disables it. Oh, so it's real, real simple, yeah.

55:19
Okay, well, I think that's it for me.

55:27
Well, I did have a question regarding the blog

55:31
tab in the agency website. Are you familiar with that? I was just wondering to have a separate domain for that, or can I just use,

55:41
use it within

55:43
high level.

55:47
You want to use the blog inside a high level. You said, Yeah, I saw where. Okay,

55:53
understay. Let me figure that out. Now, come back. I

55:58
gotta remember what it was that I was looking at. I got it written down, but my own notes aren't even clear to me at the moment. I apologize. That's okay. I mean, I can try to explain it as basically as I can. It's so under sites you have two different options. I actually, I guess kind of three different options. We have a funnel section, a website section, and then you have WordPress, right? So the funnel builder and the website builder inside high level are exactly the same, same builder, same process. WordPress is different. WordPress is going to be a separate cost for hosting WordPress. And then obviously WordPress websites are different than what we then what high levels native builder,

56:45
using the native website builder, not WordPress, inside high level you're able to create a blog just like you can in WordPress, and that's what that blog tab is right there that you see. Okay, so you would need to first create a website using the native builder inside high level, then create a blog and connect that blog to the website.

57:11
I

57:12
still need another domain then, and you said another website, right? You need either a different domain, or if you want to use the same domain, then you'd want to set it up on, on, probably a

57:25
on a sub, a sub domain,

57:27
right? Maybe blog, dot your domain.com, okay, okay, I leave that alone for now. Then

57:37
it just use what I have. I

57:43
see,

57:45
yeah, not, not everything in here, you don't have to use everything inside a high level, and not everything's gonna, you know,

57:55
yeah, not, not everything that they have available is going to be useful for for what you're trying to do. It just, there's a lot of features, there's a lot of things that you can do,

58:06
but not everything applies. So for your, for your use case, I would probably say it's overkill. You probably don't need it right now. Okay,

58:15
yeah, the only thing I'm doing now with the blog is I started, I started one for a just as a

58:23
test to see what it looked like for

58:28
a a prospect. Oh, okay, okay, yep, so, and I did that in the in the directory, so, but I was

58:37
just wondering, what was the difference between that and

58:42
and this page here, you know where it means blogs. So

58:48
are you asking the difference between this blog and the blog in SDI?

58:54
Yeah, those are two completely different things. Okay, all right, yeah. So this blog that we're looking at right now, this is the blog system that's a part of high level and this, this has nothing to do with SD, AI blog, okay, even though it's in my directory, correct, correct. This is a setting, yeah, this is just a high level setting that applies to all sub accounts. So all sub accounts are able to create blogs and attach them to websites that they create inside high level but this has nothing to do with the SDA I blog.

59:32
So not important at the moment. Okay, thank you. Sure. No problem. All

59:41
right, guys, it's quiet today. Any other questions? Is everybody asleep?

59:48
What's going on?

59:51
Well, I guess everything's working. Well, yeah, you guys just don't need

59:57
me. Oh, we'll always need you, I'm sure. Yeah.

1:00:00
Come.

1:00:02
I'm here. I got the question, okay, Tim, yeah, go for it. Let me see if I can share my screen. Sure. And I'm sorry my camera's not working today. I don't know. No worries what's happening.

1:00:18
Let's go with I think it's this one, yeah,

1:00:22
so I have a

1:00:25
privacy area on this one, so my domain loaded up. And I believe if I'm back in here, this is the sub domain, and if I loaded up this domain, it's there.

1:00:41
But when I go to the site, I'm getting no

1:00:45
let me go back to this one. You see it's got

1:00:50
no

1:00:52
HTTPS, right? Can you go back into high level real quick this one? And did you use this new domain Connect. It looks like you did, yeah.

1:01:05
When did you do that? Do you know, a couple days over Saturday, or some Saturday? Okay,

1:01:13
Jason,

1:01:18
yeah, I was gonna try,

1:01:21
yeah.

1:01:22
Let's disconnect and reconnect. And I fixed a few domain like that. It was working fine. Yeah, I know that this was new. This is a so we had a lot of issues with our domain connection

1:01:37
on the back end here, Tim and I know we just recently pushed an update, and so I want to make sure that that's not rachika is right. We need to just try disconnecting and then reconnecting and see if that doesn't resolve things. Sure.

1:01:52
I figured that was my next step, but I was been working on a few. Yep, that works. The site just loaded for me.

1:02:01
SSL has not been issued yet, but guessing that's going to come here pretty quick. But if you want to go ahead

1:02:10
and open a little down so it will show if SSL loaded or not. Now it's loaded. Yeah, okay,

1:02:21
yep, it's working perfect for me, so open up a new tab. Yep, is it working for you now? Tim, yeah, so I refreshed and there it is, perfect. So sweet. Thank you.

1:02:34
Thank you, yep, no worries. Thank you, rachika.

1:02:39
Thank you, Richard,

1:02:42
there were, I believe it's Ruchika I've been trading emails with. There were a couple of,

1:02:49
what do you call those codes to put it to launch a different site that that, yeah, I submitted a ticket, or we traded emails with that, but the code was no good.

1:03:03
I think we provided you, like, 10 API keys, yeah, then you said, like, these are not working, yeah, six of them came back. No good.

1:03:11
Okay, I think you just shared the API keys, or maybe the number of the keys which are not working, and we will just replace and share the new keys with you. Sounds good. Thank you. Perfect. No problem.

1:03:27
All right, anybody else?

1:03:31
Dorn, what's going on with you?

1:03:36
I've been wrestling with a website client for a week and a

1:03:42
half. Nothing. Much beyond that.

1:03:45
What's the what's the issue with the client?

1:03:49
There are 12 stakeholders, two business consultants, a dean and a marketing director that don't want to communicate at all.

1:04:02
I nice

1:04:04
assets, they change stuff, and they don't give me the assets to use, and I got to repeatedly chase them. Then they had a hard deadline, which was yesterday, at 5pm

1:04:17
no feedback since then. So who knew

1:04:22
good times?

1:04:27
Anybody else? Yeah, it's just so quiet.

1:04:31
Can I go back to that talking about those websites? I think Tom was showing off

1:04:37
some default websites on one of the lives he did,

1:04:42
you know, very

1:04:43
unnamed, generic stuff. And, you know, we can show those off as, you know, websites we've built out and and stuff. How do I Is that a go high level type site, or is this something that, how do we launch one of those? I think that's what he was talking about. Yeah, just probably the template.

1:05:00
Inside, high level, okay, yeah, if

1:05:03
you want to share your screen, I'll show you where those are at. Yeah, there's a whole template marketplace. Actually, it's a product we did, and it's in your classroom, in school, and they are specific websites that they're based on templates, but they're things, that sharks created,

1:05:23
and that's inside school, in in the classroom, should be in the classroom, in the already done method, I believe there should be a PDF with links to those websites.

1:05:35
Let me the examples, and then somewhere there's a snapshot we gave away that has those pre built inside high level

1:05:48
so I'm following you here. Already done. Method,

1:05:51
already done. Oh, that's a new one. Okay, yep, that's where he talks about the dish websites and the templates and all kinds of stuff. It was an older sharks product,

1:06:03
okay, I think somewhere in there there is a document with links to the examples. I don't know where the snapshot is,

1:06:13
but somewhere in there should be the link to the examples,

1:06:19
right? I saw the examples. That's great. I wanted to go and find out where, where and how to install that. I think you have to buy another course to get them. I don't know about

1:06:31
send me a DM in school. Okay, will do. But I that's an older product that we did years ago, right, right. So I don't know where this snap is now, since it was a paid product, I don't think they're giving away that free, and I don't know if you can buy it.

1:06:52
Gotcha,

1:06:54
okay, I was going through this. I just, I figured I wanted to throw one up and

1:07:01
toss it around. Just send me a DM in tool will do. Thank you. Thank you so much.

1:07:08
Tim, are you familiar with the with the template library and high level No, not really. I've been working all SDI stuff. I have

1:07:16
quite a couple I have towns that are a little bit smaller. So I've done multiple sites on the SDI, but I haven't really gone into the go high level that stuff yet. You guys kind of push the Don't, don't dive into go high level. It's too busy. And I figured I might as well just max out my sd AI sites first.

1:07:40
Yeah, that's, that's not a bad idea. I will just show you something. Let me just show you this real quick, please. I'm very interested. I just, you know, I don't want to get too scattered too fast, yep.

1:07:55
So if you click on sites over here on the left,

1:07:59
yeah, and then websites on top right, and then new website. And if you click on from template

1:08:07
and continue, here's your template library. So there's a lot of pre built websites in here, all different niches. You can see all the different niches over here.

1:08:20
And it's as simple as you know, clicking on it you can preview, and if you click the Choose template, it just copies that template directly into your into your sub account.

1:08:30
Do

1:08:32
Do I need another license for one of these sites? Or is this go high level? Now, these are all high level. You won't need a license. You'll need a domain, yeah, right, to connect it to. But there is no other, yeah, there's, there's no other fee. There's no hosting. Hosting fee. There's no, there's no other charge for any of these. Okay, there's, there's a top included in go high level, yep, yep.

1:09:02
Okay, maybe I'll mess around with that one. You know, I have so much downtime.

1:09:08
Yeah, like the rest of us, right, right, yeah,

1:09:13
yeah, there's, there's, there's quite a few here to play around with. Yeah, I think I've looked through that once, but of course, I'm trying to focus on the directories first, right, right?

1:09:24
Yep, the website templates are available inside of the program, recurring Profit System.

1:09:31
Inside what Profit System? Recurring Profit System, the program, Oh, okay. Recurring profit Okay, got it Yes. So you have to be a member of that. Course, yes, exactly. Got it, okay, understood

1:09:49
that's one I don't have yet. Got a few others, yes, right?

1:09:55
If you want, I can share the link with you for the program too.

1:10:01
Sure, yes, please, yeah,

1:10:05
I think I need to check for the link. Maybe I'll just send you through the email, if

1:10:10
that is okay with you.

1:10:18
Well, thanks for Chica. All

1:10:22
right. Dorn, what's going on? Man, I'm curious if you played with the new AI Website Builder. Yes, oh yeah, yeah, I've been playing. I've been experimenting a lot with that and with ask AI. Okay, just curious. I've been playing around with air. Seems like every two or three days and improves dramatically, yeah, yeah. I

1:10:46
obviously the day it launched. What was that? Was it Friday?

1:10:51
I think is when officially, yes, yeah,

1:10:54
but it was in beta,

1:10:59
inside the beta, high level account, or, I think, back on the Monday, or maybe, maybe it was a little bit earlier than that, but I started playing with it when it was on in beta, before it got officially launched. And, yeah, no, I totally agree. I think it's, it's gotten dramatically better since it launched.

1:11:18
And, yeah, I mean, it's cool. I mean, if you, if you ever used any of the vibe coding apps, it's very similar.

1:11:25
The

1:11:26
only difference is that, you know, you can't use the native

1:11:32
funnel or website builder. There's no, there's no

1:11:37
there's no like functionality built in to use that native builder inside the vibe coder, inside the the AI studio. So it's, it's literally just talking to AI, so any type of edits that you need to make, everything needs to be done through chat or voice, through

1:11:53
the through the builder itself. You can't there's no drag and drop capability or anything like that. The functionality behind it is completely different. So it's, I think it's just static HTML versus the website builder. It is HTML, but it's laid out in a different format that allows us to drag and drop different elements. Are you talking about the AI builder inside the site builder section?

1:12:16
No, so there's, so they're, they're, okay, yeah, I guess I should backtrack there.

1:12:24
There's another new builder inside the studio. Yes, correct. I played with that one too, and I agree. Okay, I just wanted to be clear. Yeah, I know. I know they need it. They need to get better naming for some of these tools. But, yeah, no, there's that. There's the AI website builder that is part of the native funnel, and website builder of high level, right? It's using AI inside there. And then there's a separate tool outside of that, the AI studio, that allows you to vibe code websites. Yeah, okay, cool, yep. And then there's the Ask AI. I don't know if you guys have played around with ask AI, but that is, that's super cool. And the direction that they're going with that,

1:13:12
yeah, every time I ask it, it says, I'm not helping you. That's

1:13:20
pretty exciting. There's, there's some really cool things that they're doing with that.

1:13:26
Essentially it's going to be able to, you'll be able to query your entire CRM, ask questions of your CRM,

1:13:36
tell your CRM to do certain things, run automations,

1:13:41
respond to hot leads. You know all different types of things will be available to you. It's essentially just a like

1:13:49
a an agent, an AI agent, that is

1:13:54
dedicated to your CRM, your sub account that can take action inside the sub account, that can do things and that can pull information from the sub account.

1:14:06
So it's like an AI employee, basically, for you and your business, which I think is going to be really powerful for a lot of the SDA I members,

1:14:16
especially once you guys start ramping up the scent, like as you start to send more emails and get more responses for SD, AI ask. AI will be able to step in and kind of help with those responses, help to manage the business side of things? Yeah.

1:14:43
I got a question, yeah, Satura, go for it in the because I hadn't started using these. But the Ask AI,

1:14:54
what I need to do is I need to do my my April social posting. It's.

1:15:00
So

1:15:01
I need something quick.

1:15:05
So how do I use this here? I clicked into ask AI, and it does have for campaign social media posting.

1:15:14
How does this work in here?

1:15:16
Yeah, let me, give

1:15:19
me a second here. Let me pull up my account

1:15:24
real quick.

1:15:34
Okay,

1:15:36
share my screen. I'm

1:15:40
I

1:15:51
actually did a call on this last week.

1:15:57
Let me, let me, kind of show you what we talked about. I know this is a little bit different from SDI, but since we don't have a lot of questions for SDI right now, I'll go ahead and just show you what I did.

1:16:09
So over here on the left hand side, ask AI, I've got several saved chats, the UI looks real familiar, right? So it's very similar to chat or any other AI tool that you've used.

1:16:22
The only difference here is this is connected directly into high level so examples, you know, like you just mentioned, creating social content, right? So in the past, you probably went to chat,

1:16:36
right? Ask the question there, you had chat, help you develop the social content. You then had to copy the content, copy and paste it into high level, schedule it, all of those types of things. Now with ask AI, you can create the content directly here, inside of high level you can also have it schedule the content so you can create the content, have it save it to draft, or you can have it go live, actually have it scheduled to go live. You can do the same thing with emails, but I'll show you what I did here. So here's a prompt that I created research top performing Instagram carousel posts for med spas, then recreate similar images for inspire medical, medical spas brand, you can use images and colors from their website, and then I just put the website in here. As soon as I punch this prompt in, ask, AI went to work. This is the thought process that it went through. So you can kind of read through this. But what it's doing is it's researching. It went to, went out to the web, went directly to this website, started researching the site, looking at what the different services that they offer. Again, I was using this to create carousel posts for Instagram.

1:17:53
What it did then is it came back. It created branded Instagram posts for me. Wow. All like this is, this is what it came back with.

1:18:04
So it created the image, created the text, everything with the logo. I had to do five of them. And these are great. I mean, I thought it did a fantastic job, yeah.

1:18:16
And from here looks professional, right? And so it has the correct phone number. It's got their location, which is right here, real close to me, here in Utah.

1:18:28
It's got everything in there.

1:18:31
It came up with the captions, everything. And so I didn't, I didn't go a step further, but because this is a demo account, so I don't have any, I'll have any social media accounts connected, but if you have a if you have your Facebook, your Instagram accounts connected, yeah, then you can actually have it take these posts that it just created and schedule it on those different channels. Okay, okay, just like it is in in on the agency side, in the right go, high level, yep, okay, yeah, no. Just, all you do is just just ask it. Just say, hey, take all these posts and schedule them to go out over the next week. And what it would do is, under the marketing tab here, you know, whatever accounts were connected, you could say, post it to Facebook and Instagram, schedule these to go out over the next five days, and it would literally

1:19:26
pay like so you don't have to copy and paste and set up the schedule. It just does it automatically within seconds. Yeah, yes, yes. Okay, so what? What you said you just did this

1:19:38
last week, a training on this last week. Can you tell me? Yeah, so it was, it was, it's inside of Nick's AI group. Okay,

1:19:48
so I'm not sure if you're in that group or not in that school group. Okay, yeah, if you're in that group, then yeah, you should be able to see the training. Okay, all right. Yep. So.

1:20:00
Not the inner circle training the next, not next inner circle training just as regular school in the school community. So I can't, so I just started doing the trainings with his AI inner circle. I believe the AI inner circle, a lot of the stuff is free. You just can't join the calls live, I think, unless you're in the paid group. But I think even free members can see past group calls could be wrong on that, I Doran, do you know offhand on that? I

1:20:35
don't know if he knows. To get into the inner circle. They have a free side.

1:20:41
Yeah, there's a, there's a free

1:20:46
AI inner circle, I believe. And then there's, there's the paid version, okay? And I think that, I think you can see the calls on both sides. I think I could be wrong satirist. Don't quote me, because I'm I'm not entirely sure this was actually the first call that I did with his group. Okay, since they changed everything over. So, but it is in the school group. It is Yep. It is Yep.

1:21:14
Thank you. Yeah. I need my last posting. Last Post was yesterday, so I'm trying to keep up with it, and I need to get notifications of when it to remind myself. So I need automations, okay, well, that like I said. I mean, I thought, I thought it did a fantastic job. I've just been testing this out, and I thought it did great. I did this other one. This one was kind of fun. I'll, show you the prompt on this one I put in here create a brand new website store called Modern monkey featuring three specific products, a t shirt, a hoodie and a hat for the product visuals, I'd like you to create realistic mock ups for each t shirt, hoodie and hat on each mock up. I'd like an image of a cool, stylish monkey wearing sunglasses.

1:22:04
Please ensure that all three products are fully integrated and connected to a store. So I wanted to see if I could create the products and then connect them to a store inside high level

1:22:14
for quantities, we have five small t shirts, eight medium T shirts and 10 large. For hoodies, we have five medium and 10 large. And for hats, we have 20 total. And so what it did is it created these mock ups. I thought it did a culture. I loved it. I'm like, This is awesome. So it created these T shirts. It created the design on the T shirts. So not only just the mock up of the shirt and the hoodie itself, but also the design. And these are the three products that it created.

1:22:43
It created descriptions. So here is the name. It recognized that it was a physical product. It gave the description. It gave the size, it put in the proper inventory. And if you go under payments. So not only did it create it here, but if we go under payments, and we go under Products. This all happened in real time. It actually created the products inside high level. And if we go inside here, it set the whole product up. So we've got the title, you've got the description. It added the product photo, it added the proper inventory. And then this was kind of cool. That surprised me. It just came up with a price. I didn't, I didn't say anything about pricing, but it came up with what I thought was a pretty reasonable price for all the products. So, 30 bucks for the hat. I think it was like, what is it? What's the t shirt? Here? We can look into this t shirt. Was like, yeah. 2499 for a T shirt.

1:23:41
Yeah. So it was like, and I didn't, I didn't even tell it to do that. So pretty cool.

1:23:49
Okay, yeah, is that? Is that hooked up to, like, printify, or something like that? No, I didn't, I didn't hook it up to printify, but you could, there is an app in the in the app marketplace, there's a printify app, so you could do that, yeah, this could be print on demand. You could use,

1:24:07
use it to create designs, and then, yeah, just do print on demand through

1:24:13
printify, yeah,

1:24:16
and our

1:24:19
SDA, our directory sites is there, is there a way to hook up? Do I have to put the that on a sub domain of the directory? Or, because if I got the town, you know, and I want to do the Greenwich Cardinals just won the state championship, by the way, my daughter was on the team anyway, you know, if I want to make up championship T shirts and sell them on the site, do I make up a sub domain or do or how do I plug that in?

1:24:50
Yeah, I'm trying to think what would be the best option there.

1:24:55
Probably, yeah, probably a sub domain that wouldn't if you want to use.

1:25:00
The entire store functionality of high level.

1:25:04
I think that'd be the best option. I mean, you can create individual pages. So if you go to sites here,

1:25:11
oh, this is the wrong if I go under rich chicas, let me go in here. You go under sites.

1:25:19
You know, you've got your SDI funnel, right? So if you click into that funnel, you can create additional pages here that would be connected automatically into the menu.

1:25:29
But I think with the new menu builder, could be wrong, but let me just double check I go in here

1:25:38
and go under actually here branding menu builder, can't I?

1:25:46
System

1:25:49
could be under the funnel pages, right, second 1am I? Oh yeah, I don't think I can then, oh, custom links. Oh, yeah. So you could do that. Okay, yeah. So here, under Custom Links, what you could do then, so you're right? Yeah, you could set up a sub, a sub domain

1:26:07
that you could and you could connect that sub domain to a store that you build inside high level. So under sites, you could create a store here, right, that's installed on a website inside high level, right? And then you connect that sub domain to this store, and then inside Smart directory, then you just take that link, whatever that that link is, that sub domain link,

1:26:30
and then add it as a custom link here, and it could show up in the menu. Now it open. It'll open in a new browser tab, and it'll be a different link, right, right, right. It's not going to be the same, it'll be the root domain will be the same, but there'll be a sub, right? But then all the store pages could be in there, yeah? So you could do that, yeah, I think that. I think that work. I'm going to have to have Dorn teach me that one while he's teaching me the other stuff too. But,

1:27:01
yeah, I want to do that. I want to make up T shirts for this championship team. Here's the link for the reap. Oh, thank you, rachico, she put a link in there. Oh, cool.

1:27:13
Yeah, it's pretty fun. So like, yeah, just play around with the Ask AI and like I said, I've had some good times with it. It seems to be getting better and better too.

1:27:23
The last few days that I've played around with it in my other account,

1:27:28
I've seen better results. So it just they're continuously improving it,

1:27:41
right? Oh, Chris, sorry, Chris, I didn't realize you had a hand up. Go for it.

1:27:56
Chris, can you hear me? If

1:27:59
you can hear me, just go ahead and unmute.

1:28:07
Yeah. Can you hear me now? Yes, yes. This is Sheila. Oh, hey, Sheila. I just wanted to you know that was very helpful what you showed us with the AI and I have a question. I have someone who has an very ugly e commerce site, and he wants it converted. I didn't know how to do it in go high level. Do you have, like, a two minute,

1:28:31
you know, of how I can use AI to bring his site into go high level?

1:28:37
How many products does he have? He has maybe about 25 or so. Are they digital? Are they physical? They're digital.

1:28:46
Even better, okay,

1:28:48
yeah, then I would say, yeah, if they're just, and he just, he's providing them via like, a digital download link,

1:28:56
you know, I can just see them on on his website, if I could show him a mock up,

1:29:04
then I could convince him to go this route. You know,

1:29:09
you want to make sure that it's going to be the best route for him first, which it sounds like. If it's just going to be digital products, then it shouldn't be. It shouldn't be. It should be okay. And if he only has 20 products like obviously, the leader in econ is Shopify, right? Nobody's gonna nobody can touch Shopify right now, at least, in my opinion, I think Shopify is still the leader when it comes to econ. And if you're doing any type of physical product,

1:29:38
especially if you're carrying inventory, or even if you're doing drop shipping, they just make the entire shipping process, tax collecting process, all of that really simple. And so for most e comm stuff, I still suggest going with something like Shopify. If it's a digital product, though,

1:29:57
and that's all he's offering, then, yeah, I don't.

1:30:00
I don't see a reason why he he probably couldn't use this without knowing all the things that he does. You know, it's hard for me to give you know definitive answer there, but yeah, it's pretty easy to set up a store inside of high level. I can share my screen real quick here, because you showed this t shirt thing. So I thought, okay, maybe, maybe, you know,

1:30:21
yeah, and I think it was Tim that was saying that, yeah, you could hook it up to Printful or printify, either one of those, they do, like, print on demand, and they actually ship. So it's basically like, you're, you're offering a, you know, something like a digital product, because they handle fulfillment. So you don't have to do any type of fulfillment. But yeah, the store section is right here. So if you're under sites, right next to websites, you click on stores. This is where you can set up a new store. So you've got templates, or you can start from scratch. We just look at the different templates. You can see,

1:31:00
you know, they look just like a regular E com store. So we go ahead and preview this also, I can't just put his URL and have the whole thing come in.

1:31:13
Where does he currently have it? Is it? Is it in Shopify, or is it somewhere else?

1:31:19
I'm not sure.

1:31:21
WooCommerce on WordPress, maybe, yeah, something like that. I thought there was some easy way to put in a URL and have this thing, you know, grab all the information, you know, especially with the EI AI stuff. So that's what I was thinking. But maybe, maybe it's too early.

1:31:40
One thing that I did test is I took a spreadsheet of a bunch of fake products, and I put in the SKU number in one column, but the product name, description, price, quantity and a couple other variants. I forget what the variants were, but I put that all into a spreadsheet, and then I dumped that spreadsheet into ask AI, and I said, create a product inside high level for every one of the all the SKUs in this spreadsheet. And it did that perfectly. Oh, okay, okay, so it's possible. Yeah, that's possible. I know that that's possible. I don't know if you can take a direct link to his existing store and have ask AI pull everything out and create the products that way, but certainly with a spreadsheet. I've already proven that I did that over the weekend. That worked just fine. Okay, all right. Thank you. That helps. Yep, no problem. Okay.

1:32:45
All right, guys, any other questions? It's just a quiet day today.

1:32:51
Everybody's sleeping.

1:32:55
What's going on?

1:32:59
Anybody? Tim, yep, you're back on. I got another one. Okay, cool. Let's do it this menu builder. I don't know how it got muted, but I'm missing all the directory stuff,

1:33:12
the businesses I got the home in the news, but, you know, and I adjusted these, but the other stuff disappeared, or I don't know how I deleted it.

1:33:22
Inside the menu builder, yeah, what was your link? Again, was yours? The this,

1:33:28
this is a different directory. This is, oh, this is a different one. Yeah, there's another one. I popped up White Plains. Ny.us,

1:33:47
and why.us

1:33:49
there? I

1:33:51
was just going to check the live site. Oh yeah, you're right, yeah, nothing's showing there either. Yeah.

1:34:29
Yeah, so under listing labels,

1:34:34
you should be able to pull in

1:34:38
all your different categories. Do

1:34:41
you know what you have? Like, have you set anything up? No,

1:34:46
this was just, just ramped this one up and had the demo stuff in there, or wanted the demo stuff in there, but so there's nothing loaded. I don't

1:34:58
know why it didn't load.

1:35:00
Should I uninstall it and reinstall it or something? I

1:35:04
didn't really do too many modifications. Rachika, do you know if he does that, will that, would that pull in the demo content?

1:35:13
Sorry, I missed that part. Jason, so he's missing the demo content for this install of SDI, we were just trying to figure out how to pull that demo content back in if he just reinstalls the app. Will that pull it in? Yes, we can try that way, or otherwise, I think, if that doesn't work, so we need to,

1:35:35
like, share this with the dev team for the fixes. Okay, yeah, so we can try reinstall first.

1:35:44
So

1:35:46
how do I uninstall? I mean, I know how to Well, yeah,

1:35:51
go high level and then add marketplace.

1:35:56
Okay. Do

1:36:14
give me a second open that up. I

1:36:23
And we're talking about go high level, not, not the agency dashboard,

1:36:30
the sub account.

1:36:36
Can you share your screen?

1:36:39
Yes, you need to go to the app marketplace now,

1:36:44
yes,

1:36:48
installed apps that's on top is second option and then hit on these three dots in the right side, yes,

1:36:59
and then uninstall. Yeah.

1:37:03
And then again on three dots on top right,

1:37:06
yes, uninstall,

1:37:10
yeah.

1:37:21
Yeah, now you will install it again.

1:37:25
Make sure you change to the sub account view. Sorry, yeah, sub account view from the agency view.

1:37:31
That's that's where the app name is written. You see a little drop down with written with agency view. You see the smart directory.ai, name of the app in the same in the little left of

1:37:50
the person, yeah, top, top left center of the screen where it says smart directory. AI, so center that box, like that box, the left hand corner of that box where it says smart directory. Ai, no, not that,

1:38:06
where it's written. The name of the app, smart directory.ai, yeah, sorry, sorry,

1:38:13
no problem. And then install.

1:38:17
And then allow and install.

1:38:21
Entry is, confirmed.

1:38:30
Can you refresh your screen?

1:38:36
Something went wrong? No problem. You can just simply go back to your go ahead and count.

1:38:51
Can you open the app now?

1:39:15
While we're waiting for this to make that third low level domain, do I go back to Name Cheap.

1:39:22
Or can I make a third level domain from here,

1:39:26
giving the sub sub domain?

1:39:30
Yeah,

1:39:32
you don't have to create that additionally. Inside of Namecheap, you'll just add your domain over here and

1:39:38
add that a record back to the Name Cheap, and that's it,

1:39:44
right? So, so then I do use Namecheap and add the

1:39:49
another.

1:39:52
No, you don't create that Additionally, you just add that domain here in the SDI app.

1:40:00
Then it will give you a record, and just add that a record back to the Namecheap. That's it.

1:40:08
Okay.

1:40:09
You don't have to create that additionally anywhere.

1:40:13
No, we were talking about the the store, right? So if I was going to make a store or merch, merch store? Yeah, sorry, I was, I was going, my mind's going back and forth, you know, yeah, Tim for that, it real easy. Same thing. Rachika is correct. You don't have to create the sub domain inside Name Cheap. You create the sub domain inside high level. High level is then going to give you the C Name record that you need to add in Name Cheap, so that that sub domain works inside high level.

1:40:42
So it's going to be under the Settings, and then on that second page, domains and URL Redirects is the

1:40:49
where you'll set that up. Yeah, it looks like that didn't pull in. Can we go back to

1:40:56
let's see. Do we have any listing labels created? Can you click on,

1:41:02
if you go up to the top, like, scroll back up, and then click on businesses,

1:41:07
yep, and then go over to listing labels, yeah, there's 40 listing labels over there. Okay. Are there any? And it looks like there are some businesses, yeah, so, so, so the all the businesses are right there, yeah, those

1:41:21
are, is the issue with the menu builder, which I think we need to submit with the divs for the pixels.

1:41:32
Yeah, everything's there.

1:41:39
Sorry, Jason, that's okay, yeah, so I'd have to put these guys in here all manually.

1:41:46
That's what it looks like. Yeah,

1:41:49
everything's there. It just right. For whatever reason, it's just not getting added to the menu when it's being installed, which, yeah, it looks to me like that's that's got to be a bug.

1:42:01
It's funny on this one. Can you write that up? Rachika, yes, we get that to the team. Cool, awesome. Thank you. Tim, do we have access to your level code?

1:42:14
I don't know. You can have it, but what? Let me quickly check.

1:42:20
Okay,

1:42:25
all right,

1:42:27
I'll drop this off.

1:42:31
Thank you.

1:42:35
All right, guys,

1:42:37
any other questions? We're getting close here to the end of the hour.

1:42:48
Jason, again, that's okay. Go for it.

1:42:51
I was just saying, like, we don't have access to Tim's goha level account, so I think I'll just send an email

1:43:00
for the access and that's it. Yeah. Okay, perfect, awesome, yeah. So rachico will will send an email out to you, Tim, and she'll get access, and then figure out what's going on. She can submit that with the ticket. Thank you. Thank you.

1:43:16
All right, guys. Anybody else? Any other questions? If not, maybe we'll just wrap up early.

1:43:28
I have enough to keep me busy.

1:43:31
All right, satiric, if you want to drop more of the secrets that are coming, you can do that now.

1:43:42
Yeah, I don't know how many more secrets I've got. I don't think I have anything.

1:43:48
There's a company answer.

1:43:54
I don't not

1:43:56
like I said the only, only thing that I know that I probably shouldn't be talking about but I do know is coming is

1:44:05
an option for those of you that maybe don't want your own high level account, or don't want to have to pay for your own high level account, but want to just use SDA. I think there'll be an option where you can get SDA I installed into a sub account directly under, directly under us, and so you'll just pay for SDA i, and not SDA i and high level. Now it's not going to be for everyone. You know, a lot of people will still want their own high level account, and maybe just because they're running their agency, they've got lots of clients on it, that sort of thing. But for those of you that may want to just run SD AI, and that's it, then there will there will be an option, and there will be an option to as far.

1:45:00
Far as I know, there'll be an option for those that are already in SDI to transfer as well. So

1:45:08
again, you didn't hear from me.

1:45:11
I wasn't I didn't say a word here.

1:45:15
What are you talking about? Exactly, yeah, and if anybody says anything, it's Doran said it not

1:45:27
me. All right, guys, well, if nobody else has questions,

1:45:31
I guess we can just wrap it up here.

1:45:35
Thanks again everybody for joining.

1:45:38
Appreciate you guys

1:45:40
again. We're here every Tuesday noon Eastern, so usually for about two hours, and answer all your questions and hopefully help a few people. That's that's the whole goal of this, to get you guys unstuck in between now and next Tuesday. If you have questions, I know you. You hear me talk about it all the time, but we've got a fantastic support team, rachika and Steph, they're on our support team. They're fantastic. You guys can always reach out to them seven days a week

1:46:11
and get your questions answered. There. If it needs more context, you need to bounce some ideas around. You just want to chat. That's what these calls are. Are here for. So we're happy to dive a little bit deeper on these calls.

1:46:24
All right, guys, well, thank you so much. Hope everybody has a fantastic week, great weekend, and we'll see you guys all next week. Take care, everybody. You.

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