Transcript
0:00
Everybody, welcome everybody. Welcome to the SDAI call. You guys have questions? Bottom of the Google Meet window is a little hand icon. Go ahead,
0:10
click that
0:11
icon and raise your hand. Start calling on people here. It sounds like somebody is not muted. Can you make sure everybody's muted there, please, Ruchika?
0:24
I I just muted the. Okay,
0:27
cool, awesome. Thanks, Ruchika. All right, looks like we got our first Han. You want to go ahead and unmute? Ask your question, please. Question, please.
0:37
Yeah, I probably need to share my screen. Is that okay? Sure.
0:41
Yeah. Please go ahead. Sure. Yeah. Please go ahead. That sounds like we're getting some echo from you, Hon. Echo from you, Han.
0:49
Okay. Let me reset my figure real quick. Give me a second. Is it better now?
1:07
Yep, it sounds like it
1:10
is. Perfect, awesome. Okay, can you see my screen? Yeah, we can see it. So I just need help with this in my directory AI business stream account edit. Let's see. So I added business description in the business detail for some reason, so this is the first one, and also I don't see the opening hour, so I can add it in as well. So I added in. Now I'm going to my directory website. Click refresh. It doesn't show up in here for the description.
2:10
What plan?
2:13
Premium. I can show you the plan too. Okay. Yeah, he's
2:16
on premium
2:18
plan. It's the second plan pipelines right here. Can go edit next, and then as you can see, have the business description turned on. I have the let me see what else. I also have this turned on. Not sure if it's the same thing. It's probably it's the same thing. Well, I basically have everything turned on.
2:40
Everything turned on. Yeah, I
2:41
responded the 60 seconds. promotion video, but it doesn't show up.
2:51
I'm just trying to log in on my side. Don't know what that could be. Give me a second here, Hon. No problem. Richie. Ruchika, do you have any ideas? I'm just pulling it up on my side.
3:27
I'm sorry, Jason. I missed that. What what was that for?
3:32
His his business description is not showing up.
3:38
Is that enabled in the plan? It
3:41
is, yeah,
3:42
yeah.
3:46
It should be there if it is enabled over there.
3:52
Yeah. So that plan. What is? Yeah, that one says premium. So that business is associated with a premium plan. Can we just try like maybe? Do we have more
4:06
for premium, like multiple premium plans?
4:12
I do have two premium. Like I have a premium plan and like a high end. But the thing is that the business description is also is free. Is part of free plan as well. I mean, I don't charge for that. It's enabled
4:25
for all.
4:26
Yeah.
4:28
Yeah.
4:28
Can we check once?
4:32
Because actually, let me just mess that one.
4:36
It should be two. Yeah, like this.
4:39
Well, it's.
4:56
Can you save and test it now? So both. Real quick,
5:01
what is the difference between the AEO business description and the business description? Is that a sanding or?
5:09
So AEO one is like that is the AE like AI engine optimization like for AI platforms.
5:19
Okay, let me just update this. So I'm gonna test out something real quick. I'll go ahead and add a description to a a business that is not in premium. Go ahead and see if it show up. Wait, wait, wait, wait! Business. Is
5:58
the AEO? Is that new, Ruchika,
6:02
actually, I can't see that in my list even, so I was trying to figure out where exactly we added that.
6:09
Yeah, because I can't find it on my end either. That's yeah.
6:12
Well, I saw it on the Vegas Thrive website. I think I added into it.
6:20
You created that manually, right?
6:22
Yeah, I can. I can do it.
6:23
Oh, okay. That maybe that's what it is then. Okay. Maybe
6:31
I just added to. I forgot.
6:33
Yeah, because business description
6:39
is good. Let's see if it show up on this one. It doesn't either. So this one is a free. This one is the business description turned on, and it's a free plan. I just add some description. Nothing show up either on on this one right here.
7:00
Do we have access to your account?
7:04
This is a sub account. Is this not my own agency? Oh,
7:09
that's the standalone. Okay, what is the name?
7:13
You need the is
7:15
you. Okay, I found your account. Probably I'll look into it, and then get back to you. So you did it for Makai Home Solutions.
7:45
Yeah, that's really strange, Han. I'm not sure. I everything looks correct. I was able to pull up your site on my side.
7:52
Yeah,
7:53
all the settings look correct. I
7:55
yeah, I just want to make sure everything is good before I send out a email to to all the business, but yeah, let
8:03
Ruchika take a look. Let's see if it looks like there's got to be there. There's some sort of a bug there. Let her kind of play around with it and see if she can find something. If not, we will have to send it to the devs.
8:18
Jason, Jason, please do you hear me?
8:24
Can you hear me?
8:25
Yeah, I can hear you.
8:26
Okay, perfect. Can you go to the plans again?
8:32
Me?
8:33
I think, Harney. I think you created most of the items manually. Can you go to the free free plan again and edit that? Yeah, go to the next and here just click Control F and try to search for description. Then go back.
8:53
Control F.
8:53
Do Control F and then write description over there. Description like complete. All right, so you see these are like flicks over there. If you go down, click on the down arrow. Yeah, you see this one is still disabled. So I think you manually created new business description as well, which was not a part of the system.
9:21
That's got to be the right one. So
9:22
let me turn it on real quick, and so I just turn off.
9:25
Yes, yes. Let me
9:26
go ahead and refresh it. Okay. So this won't show us
9:32
perfect.
9:34
Now let's see if I need. What do I do with the superjoy app again? Oh, I see. So I probably edit this one into like a business.
9:55
You edited that.
9:56
Yeah.
9:58
Cool. I guess I solved it. I just.
10:02
Yeah, looks like you've got several. It looks like you have three different business description items, two which are custom, and then one that's been edited. So yeah, I would just go through and remove the other ones.
10:15
That's good to know because I thought you can just edit this one because you allow to, but I guess it does mess up with the system, so it's good to know.
10:23
Yeah,
10:24
cool, awesome. Thanks for your help. All
10:26
right, awesome. Thanks, Ruchika. That was a good catch.
10:29
You went through.
10:31
Right, Daniel.
10:34
Hey, guys. How you doing?
10:35
Good.
10:36
So, two quick questions. So right now, on the site, when someone claims the business, they're brought to the sign-in page. Then they click create new account. They fill out their information. They click submit. The next page that comes up is the plans page, but it's not for me. It's not showing. I have three tiers of plans. It's not showing all three plans. It's not showing the free plan. It's only showing my two paid plans,
11:12
right? Is that supposed to
11:14
happen or no?
11:16
Yeah, I believe so because it they're already on the free tier.
11:21
Okay, so is there a way to put the free up there? And here's here's why. If it doesn't make a lot of sense because they don't really know what they're getting with the free plan. So I'm having hard to like visually like comparing the two plans or the three plans without them seeing. Oh, this is the free plan. And the other thing that I wanted to offer as well for each for free in the two paid tiers is a free trial of the AI tool that I'm pitching. So I'd like that to be visible as well, so that when they click on the up right now button, I can move to a VSL page and kind of onboard them for the free trial.
11:59
Does that make sense?
12:00
Yeah, yeah, no, it does, and I know we've talked about this in the past. I don't know where we landed, Ruchika. Do you remember our? Have the devs enabled this yet, or is this still in the middle?
12:12
And after claiming the request,
12:16
right?
12:16
The business, sorry. No, I don't think it's it was implemented, so it's still in pipeline, I believe. And the other, I think, the other point of view about this that it was causing some confusion among the customers that they were still confused why the free plan is still here when we are already on that plan, so that was causing some confusion among the customers. So that that was the reason why we removed that. It was already there, but we removed that after people started to complain about it. That their customers are confused about it. So that was the reason.
13:00
Is there not an option? Excuse me. Is there not an option to include it if we would like?
13:05
Not yet. I'm sure we have a card inside of our candy board where the same issue has been reported. So I think I can check with the team if they are looking into it to implement, maybe give some option for the customer who want to enable it and who who just want to disable it. Maybe we can check with the team, but there is no option till now for this
13:35
one. Okay, okay, okay. But thank you. All right. Yeah, I
13:39
do know that we've talked about that. I know that I'm pretty sure that they were. That was that was where they landed. I seem seems like the last time I talked to Cameron, that's what he was saying was that we that they were going to implement basically a toggle switch, just like Ruchika said. So those that want to enable it can enable it. Those that don't can can have it turned off because, like
14:03
she
14:03
was saying, there was a lot of confusion. A lot of customers were getting confused, and so that's why it was removed.
14:10
Got it. Okay. Yeah. And then my other question is: once they're kind of still on this page with with the plans, when they click upgrade now, it just takes them to Google.com, so I'm missing some URL or something.
14:24
Yeah, so that means that you probably don't have your Stripe enabled or on your plans. You go to your plans, there is a external checkout toggle, and if that external checkout toggle is turned on, then yeah, it's going to redirect them to Google.com. That that external checkout file is so that you can basically forward somebody to a checkout page externally, so somewhere outside the system. If you weren't using Stripe,
14:53
would that be redirect settings, like under advanced?
14:57
It's going to be under the plan. So if you go into. Plans. It'll be at the bottom of that pop-up window. It says external checkout. If that toggle switch is turned on, you'll see a couple of boxes, a couple of URL boxes there, like a monthly and a yearly.
15:14
I'm not seeing that.
15:17
You want to share your screen?
15:19
Yeah, I guess I'll have to. Let's see. Okay, sharing. Can you see it?
15:35
Yep. Now we can.
15:37
Okay. So I'm on plans. So go ahead and edit
15:41
edit one of the plans. That one's the is that the free plan?
15:47
That's the free one. Yeah.
15:48
Okay. Yeah. No. So you want to edit one of the premium? There you go. Yep. See, it's turned.
15:56
Okay. Got it. Okay. So then I would put my Stripe URL in here.
16:01
Well, if you're using Stripe and that's already connected to SDI, then you don't. You can just turn that off entirely because you're not you're not sending them out out from the system anywhere else.
16:12
Got it. Got it. Okay. So that should work then. Okay.
16:16
Yeah. Just
16:17
make sure both of those are set up.
16:20
Right. Yeah. Got it. Okay.
16:24
Yep.
16:24
Okay. Cool. All right. That looks like it's working. All right. Thanks, guys.
16:28
Awesome.
16:29
All right. Appreciate it.
16:30
Yep. No problem. Bye. Right. Looks like we've got Dana.
16:38
Yeah. Hi, Jason. I have two questions. Good. The first one is: If I turn on site reviews for a business listing, and a person gives that business a bad review,
16:55
right? Do
16:55
the site reviews give the business owner the option to reply to a bad review in the directory business page itself. I couldn't find where it could.
17:12
Yeah, I don't think they do. Yeah, I think you're right. I don't believe there is a setting for that. I'll just double check and real, real quick. Yeah, I don't believe there is a. Yeah, there's no way to respond to those reviews.
17:38
Is that something that could be added?
17:48
Yeah, we could probably do that. Ruchika, can you can you just search the canny board and see if that's already on there
17:59
for the reviews?
18:01
Yeah. yeah.
18:04
To re-reply back to the review,
18:07
correct. Yep.
18:09
Okay, let me check.
18:12
Thought I remember somebody bringing that up at some point. Give me just one second, Dana. I'm trying to look too.
18:23
Sure.
18:38
I was not able to find any nothing.
18:41
Okay.
18:45
Not for the reply. We have some request on the tanning board, but not for the reply. I think not
18:53
for the reply. Okay. What was the what? What are you seeing there for reviews?
18:59
It's like five internal review form have an on and off switch in the backend to turn off the internal review form and then submit a review removable. We should have the option to not show the add a review section for premium members. Allow site reviews to be allowed or disallowed per Listing in Nigeria is nothing for the deployment.
19:25
Okay. So Dana, what I would say, why don't you, if you can, post that on our canny board?
19:36
Sure, I can do that.
19:38
We've got because I know the team is actively going through that, we're trying to go through all the requests that are on there, and anything that is like there. The team is is is trying to find things that are like brand new features, but then also things that are like. Like just additional upgrades to existing features, and I think they're kind of prioritizing those things. I think this is something that makes a lot of sense. It's not like a it's not a huge feature request, but it's definitely something that gives the business owner more control, which makes a lot of sense. And I think they will they'll prioritize it if they if you can get it up there. Excuse
20:26
me. Okay, I'll do that today. The second question is: Are the smart directory AI agents for the directory itself only, or can they be set up on the individual business listings for a specific business,
20:45
yeah. So, like the you talking about like a chat widget?
20:51
Uh huh. In the help section, you know, there's a whole section on setting up the AI agents, and I understand that to be only the a the only AI agents for the directory itself, but is there any way to? And I'm really getting down into the weeds, I guess. Is there any way to set up a chatbot on a business listing for that business.
21:23
Yes.
21:24
Where? Yes. Oh, there
21:26
is. Yeah. Yes. We we we release that. Yeah. So if there, so it is a setting that is under the plans, and it's the custom code setting. So as long as the business is subscribed to a plan that has custom code turned on, then you can go under the custom code section for that specific business, and you can paste the code for a chat widget, and that chat widget will then appear just on the listing for that business. Fantastic! Yeah, you. can create the chat widget just like you would any other chat widget inside High Level, and then once you get to the end, right, you can grab the grab the code. You can connect that to an agent, right? So you can go to the AI agents, create an agent, connect that agent to the chat widget, grab the chat widget code, and then drop that into the custom code section for that business listing.
22:29
Great, that made my day. Yeah, that's all. So thanks a lot, Jason. Appreciate it. Yeah,
22:35
no problem. Happy to help. Like I said, just make sure that the custom code is turned on for the plan that that business is subscribed to, so you'll see the option. That's the only thing.
22:47
Okay, appreciate.
22:50
All right, Joe.
22:52
Well, hello everyone. I have a couple quick questions. Sure. Yeah. Question number one: Is it possible to create the coupons that expire? Give you, I know that you can do expiring, but for example, if I give someone a free premium for six months using a coupon, after the six months they have they're they're automatically moved from premium to free listing, something like that. Is it possible to do some something like that using the keyboards?
23:40
I see what you're saying. Yeah, I don't think we can't we can't change the plan that they subscribe to. So basically, downgrade them is what you're saying.
23:52
Yeah, yeah. I mean, I think I could do it with through their workflows, creating tags and things of that nature. But I wanted,
24:00
excuse
24:00
me, I wanted a way to basically automate that, but if if not, I I can just create a workflow for that. Yeah, I think that's
24:09
probably going to be your best bet is to based on when the plan that somebody subscribes to, yeah, automatically drop them into an automation that has basically a timer set on it, right, to track how long they're in there for, right? Yeah, and then tag them and remove that tag and then update the subscription.
24:32
Okay, so that brings me to second question. Let's say, for example, that I use the tag premium. I know that we can trigger a workflow from inside SDAI for that. However, can we do it the other way around? Like high, if we added a tag on within high level, will will it? I just. The the account from free to premium. Am I making sense of the question?
25:06
Yeah, I think I think I understand what you're saying. I'm checking something for you real quick. Maybe Ruchika will know. Ruchika, do we have a do we have a custom field that captures the plan, the subscription plan inside High Level, under the contact
25:24
record. You mean which plan they are?
25:28
Yeah, yeah. Subscribe
25:29
to.
25:31
I don't. No. No.
25:35
That will be super beneficial because we can use it for so many reasons, like Triggering workflows, or you know, pipeline move, you know, you know, things you can do with it that will be beneficial. Yeah, I don't think I see it. I'm looking at some of my premium accounts, and I don't, I don't see anything with. Does the
26:06
transaction show up? So you know, like under the contact record inside High Level, yeah. You know, there's there's the payment section now over on the right hand side. Does this does the transaction show up there?
26:19
It does not.
26:21
Does not.
26:22
What I did is I connected my Stripe, and I imported from Stripe. But it's only, it's only importing like my sec. So I have two pay tiers, and it's it's only importing one of the two pay tiers, not the not the initial premium. You know, how do I explain myself? So when you first create SEAI, you get the free tier and the premium tier, and I added a third tier, and it's only it's only bringing in the the free and the third tier, not the middle one. So I don't know. Well,
27:11
I don't know how you. I'm. I'm just trying to think of like a workaround for that. Have you tried? Do it's like you have you have Stripe connected inside of SDAI using the Stripe API key, correct?
27:25
Yeah, and also I connected it through GHL. That way, I can. I was hoping that when a transaction happened, I can see it in GHL, but it doesn't. It doesn't show you,
27:37
right? But what if, what if we were to do it? So you know, like in the plan section, we were just going over this with with another user. In the plan section, you can use the external checkout. What if you used the external checkout option inside SDAI, and the external checkout was a payment page using High Level with your Stripe connected there, I think if you did it that way, then you would the transaction would show up under the contact record, so you'd have that there. You could also trigger the payment, right? You could set up an automation inside High Level based on that payment being received. You could add your tag, you could remove your tag, you could update subscription because everything's being handled now inside high level. So I think so. Think that might solve your problem.
28:31
So if someone purchases using that way, will it will SEAI know that it purchased and it will switch the account to the property here.
29:11
Ruchika, can you think of any way we could do that? I'm, I'm kind of blanking on it. I think, I mean, here's my thought would be if we, if you did external checkout, you collected payment there. Would be a new thing.
29:30
What is that?
29:32
So what Joe's trying to do is he wants a way to be able to downgrade somebody's subscription, so they purchase a subscription, and then after a certain period of time, he wants to downgrade them to a free plan. Correct, Joe?
29:53
Well, whatever way we route we do, let's say if at some point we we want to downgrade. I give them a free premium for six months, and after six months, if they will have to obviously pay or downgrade, but I wanted I wanted it to be an automation. Otherwise, it's gonna get too too confusing in the future. So if we could use maybe tags, or or maybe there's a way to see for this system that SAI to automatically downgrade
30:36
it. I don't think we have this as a system, like if the plans could be switched on and off automatically, even if we have the tag, even if we have any system on the Go high level side, like but SDI doesn't allow it to be automated. Like we have to do that manually.
31:02
Okay,
31:04
so I mean, yeah, I think because there's nothing in Ruchika. Just correct me if I'm wrong. There's nothing inside a contact record as far as like capturing payment. Like there's no there's no transaction record at the contact level. There's no field that says what subscription they're on. There's nothing that denotes a contact is premium inside high level only inside SDA SDAI right?
31:38
I believe so. I'm not super confident about that, but I'm trying to think other way as well. Even if we have a custom field, if even if we are adding a tag, but on SDI part, like we don't have anything to automate it, that it switch on and off the plan. Well, that's what I was
31:59
asking about
32:00
this. Yeah, if there was a if there was a corresponding field inside a contact record that that basically reflected what showed up in inside a SDAI. So, case in point, like if if if a business is subscribed to a premium plan, if there's a field that also captures that inside the contact record, the idea would be that they're both tied to one another. Similarly, with like how we do business name, right? So we put we put the business name and the first name field in a contact record that automatically updates the listing on on a directory. So my thought was if there was if there was a corresponding field that maybe we could if we were to update it inside high level it would reflect an SDAI but I think I think you're right so Joe my the way that I would handle this is the next best option would be to use what I told you which would be that external checkout process, so you would still use your same Stripe account, but instead of processing payments directly inside SDAI, you're going to process payments inside High Level. The reason you do that is because now you can track every time a payment a payment occurs for a for a specific plan. So if you have a very specific plan that you want to give somebody six months premium access to, you can create an automation that says when somebody buys this specific plan, then then they then they go into this automation. And basically, what it would do is it's not going to be fully automated, but you could at least automate an alert to yourself. This person needs to be turned on, or this person needs to be turned off, right?
33:52
Okay.
33:53
So that I think that's probably the the the bet, your best bet, if that's what you want to run.
33:59
Okay. Yeah. All right. And and the custom redirects like if we want to send them to like a thank you page, I can get them to I can get it to work for me. Maybe I'm not doing it correctly. What's the proper way to do this? Because I I know that you you put it in the in the plan. You mind if I share my screen?
34:27
Yeah, yeah. I was just going there myself.
34:33
Here.
34:39
So, is it showing? I don't know. Is it showing for
34:46
you? Yes, it's showing. Uh huh.
34:47
Okay, so I have this here, and I tested. I tested by you know buying it, and it it won't redirect. Is this the proper? Is this the proper place?
35:02
Yes, that's the redirect URL after somebody makes a purchase.
35:07
Okay, yeah, but it's not doing it for me. So what's
35:11
happening for you?
35:12
No, it it just shows a message that you normally get if you didn't have a custom redirect, but it's not redirecting.
35:25
Okay.
35:26
Okay. Do Do you have a ticket with us, Joe, for that? No,
35:30
I haven't. I mean, I'll submit it. I just didn't know if I was doing it correctly. But now that I know that,
35:34
yeah, you're doing it correctly. So yeah, if you're if you're experiencing any issues, then yeah, please submit a ticket so we can take a look at that.
35:42
All righty, excellent. And last last question. So you saw that I have three. Well, I have mentioned I have three tiers, right?
35:49
Yep.
35:50
If someone purchases a third tier, so right now, if you under settings and workflow mappings, there's basically only you can only map when someone upgrades to premium, which is the second tier, right? Not if we have a third third tier. It doesn't, I guess, no work. No, there's no way to map it to a workflow.
36:17
Premium. So anything that's paid is considered premium.
36:20
Correct. Correct. Right. So let me let me share again.
36:25
Okay.
36:28
So I have the three tiers. You're seeing my thing, right?
36:33
Yes.
36:33
So these two are considered premium.
36:37
Correct. Yep. Which
36:38
we already know it will be mapped based on the premium upgrade. Wherever is that? Right here.
36:44
Yes.
36:45
However, I wanted to know, and I think you you answered, but I wanted to know if there's a way to for this. So I know that this triggered. Um, and I think the the way the workaround will be what we discuss with the sending them to an external work, external checkup, because there's no way I know if I haven't sold one of these, but if I sell one, what I call a plant spotlight, there's no way I'm gonna know it unless I go through Stripe, I guess.
37:25
Okay, so you wanted to be alerted when that specific plan was purchased,
37:31
correct? Because you know that way, if let's say for example, if someone purchases that, I want to send them an email letting them know that they, you know, we receive their payment, kind of like when you we make a purchase right now outside, we get an in not an invoice but a receipt. Right now, the way it's this is set up, we we're not getting receipts. But so I added my I added kind of like a receipt in my automation, but if they purchase a spotlight, what I call it that plan, there's no way I can trigger workflows so they can get receipt or or a message that we receive their payment and you know thank you so much whatever the case may be. Hmm. So I think the workaround is exactly what you said earlier. It will have to be done through the external checkout.
38:28
Yeah, yeah.
38:33
So
38:33
yeah, I think I think that's probably your best bet. But I do see the issue here because anybody that does have more than one premium plan? Yeah. What What do you do? Like, how do you know when somebody's purchased that specific plan, Ruchika? Any thoughts on that?
38:55
Absolutely, Jason. I think we should have some kind of field that update on the backend part, like yes, this is the plan a business subscribe to. So I just messaged Cameron about it if he has any information about it. So maybe I'll just update you on his reply.
39:16
Okay, perfect. Or otherwise,
39:18
we'll just put that to the Kenny board, and I'll share with Cameron as well if they can implement this or not.
39:26
Yeah, there should be. I feel like there's like something's missing there that could be universal for everyone. That's at least, yeah. If we could just somehow store that at the contact level, for in both SDAI and high level, so we know exactly what plan somebody's subscribed to. I think that would be, at the very least, that would be super helpful because then, if we knew inside high level what they were subs. If if high level got alerted, if the like the CRM side of high level got alerted to what plan someone was subscribed to, at least someone like Joe or anybody else, any other user could create their own automation to get just a simple alert, right? Like, hey, this person, right? Yeah, just so like like he said, like if you want to deliver something very specific based on a on a plan that somebody subscribes to, at least getting notified, even if you don't automate the entire process, if you just get a simple notification, you would at least know that they just subscribed, and you could go in and send a custom email or deliver a specific product to them, or whatever it is. So, yeah, I think there's something there. I think Joe, this is really good. I'm I'm glad you brought this to our attention. I think there's something there for everyone, and it sounds like Richika's already on it. So we'll we'll let you know what happens.
40:58
Sounds good. Thank you. Okay.
41:02
Right. How's
41:06
Hi, Jason. Good morning. Hi, everyone. Good
41:09
morning.
41:10
Yeah. So, I have a few questions right now. So, let me show my screen. Okay. Um. Can you see my screen right now?
41:30
Yep.
41:30
Okay. There's no detail. So um, we encountered issue like this. So basically, um, this is a um, an email that we send to listings that are on our CRM. So basically, what what an issue that we are encountered is that these email that we have. So to to click here to verify your listing link basically should go to their listing page. But what we got is that it goes to our Go High Level CRM. So, for example, when you click this one, you go to this link that should not be should be go to a specific business listing, right?
42:20
Right.
42:21
Uh huh. So um, what I'm what I'm asking is that is it um uh due to we we tag the business late to business tag. So is that one of the um reason why it happened?
42:38
Yeah. So it looks like it's got the business tag on there, which that's good. So, have you verified that this business actually has a listing on the site?
42:49
Yeah, um, basically, um, this listing is all is already on the site. So the next step is, um, uh, she will be claiming that that free business listing. So basically, um, but yeah, you you saw that this business is tag has a business tag. But what I tell you earlier is that we tag this business late, like we already import this business, but we tag it late, like a business tag. Does it make sense?
43:23
What do you mean you tagged it late? What What does that mean?
43:27
We basically we imported the business listing to the website, but we haven't tagged it as business.
43:39
Okay, so yeah, if you haven't, so do me a favor. Um, on the left-hand side under contact.
43:47
Yeah.
43:48
Uh, no, no, no. I'm sorry. Just to the right of that. Yeah, right there. So see how we're inside the contact folder, where all these set where it says first name. So go down, move down just slightly. There we go. Okay, so keep moving. Go down to where it says additional info. The folder that's additional info right there. Yep. Go ahead and click on that. Okay, so there is there's the business link. Let's go ahead and copy that and open that up into a new tab in your browser.
44:23
Yeah.
44:24
Okay, so that's the listing. So the listing was created. Now, what you're saying to me is that it sounds like what you're saying is that you added the business tag right before, maybe right before you sent the email. Was that correct? Yeah,
44:42
exactly. Yeah, yes, yes. That's that's
44:45
that's what happened. That that's your problem. So what you want to do is you want to upload your list, tag all of your businesses, and let make sure that all of those those contacts. So if you upload 100 contacts. Yeah, you want to you want to make sure that all 100 propagated and that there there's actual listing for them on the site before you send an email. Okay. So what what happened was that you sent that email and that link hadn't been created yet, but you can see the link is now created.
45:16
Yes. Okay. So the mistake is that we sent an email before tagging it as business tag,
45:22
right? Yeah. So you need to, when you first upload the list, that's when you tag them as business.
45:28
Ah, yeah. That's that
45:30
won't trigger. It's not going to trigger any automation. It's not going to do anything automatic. All it's going to do is it's going to tell the system, "Hey, there's a new business that's been added into High Level, you need to pull this over into SDAI and create a listing for it, but that takes time depending on how many you uploaded, right? So that's why you don't want to do it at the same time. You want to wait. You want to do it and then give it some time before you send that email.
45:58
Yeah, makes sense. Yeah, sure. This is not that. Thank you. Yeah, and the next one is the so this page is is basically from if you claim a specific business listing, right? Is that making sense?
46:18
Right. Yeah. If you go to claim a bit, yes.
46:20
For for example, if you want to, I'm sorry, if you want to claim this listing, yeah, and it will goes to like an option to you know to upgrade to a specific tier. So, um, is this a possible way to modify this h2 h1 content?
46:40
Um. So just to change the title that says "Thank you for planning. Yeah, exactly.
46:47
Yeah,
46:49
I don't know if that's in there. Let me give me a second here. Let's check.
46:53
Yeah, sure. Because I have tried in in a on the planning page and it works on the planning on the plans page,
47:02
listing and content accounts pricing plans. On what page did it work?
47:09
On this one, I modified this one on plans page. Yeah.
47:16
Oh, on that page. Oh, okay.
47:18
Yeah.
47:19
Did you just use some custom CSS for that.
47:22
I did. I did.
47:24
Okay. That might be your best option for that other page.
47:30
Okay. Yeah. Okay.
47:34
What's the What's the URL for that other page that you had up? Is it the same, or is it different?
47:39
Great plan.
47:42
It is oh upgrade plan. Okay, yeah, then yeah, then you should be able
47:47
to. Okay, sure. Got it.
47:50
Yeah, I would just target that title.
47:52
And in in because there's
47:55
no. It should be so like right now. If you go to settings inside SDAI, and then go to custom names. That's the whole idea behind this. Just so everybody knows, if you go to settings and then custom names, right? Got
48:11
it. Okay.
48:12
So that, like, that's a good catch. And what what page was that? Yes.
48:19
I'm so sorry to interrupt. We can change this content on the pricing page and the thank you page. You need to go to the plans, and then go to the advanced settings. Yeah, there you go. The first one and the last one. These are the options to change it.
48:37
Oh, okay.
48:38
I did. I tried. Okay, on this
48:43
one. Yes, so that is the main plan page or the pricing page, I would say.
48:47
Yeah.
48:48
Yeah. Yes, and the last one is for the thank you page.
48:54
This one on the update page, yes, this one. Ah, okay.
49:02
So we can change the title there. Okay. Okay.
49:07
Sure. Yeah. Thanks.
49:09
Yeah, I would give that give that a shot, Azure. See if that doesn't work. That seems confusing. I wonder why.
49:26
You can type in something here and then maybe refresh. And this
49:29
one. And this one.
49:30
Yes. This one. Yes. Let's see. And
49:44
yeah, it's worked. It works. Yeah, thank you.
49:49
No problem.
49:51
Got it. Okay. Yeah. Thank you so much, guys. No problem.
49:56
Ruchika, any any reason why for those. Settings. It was decided to split that up from the custom name section.
50:08
So we kept this under like plan section only instead of settings. Yeah, I think that was the only reason.
50:29
I'm just thinking. I wonder if I may bring that up to Cameron because that seems. I feel like if if we're going to make changes to any type of titles throughout the app.
50:44
Yeah.
50:45
To me, it makes sense to to group those all in one place so that we don't confuse people that need to jump around for specific things.
50:54
Right. I got your point too.
51:01
It just seems like it might be best if we consolidate that under custom names. But okay, I'll make a note to that. Michael, it looks like you're the next one up.
51:11
Hello, good afternoon. Just got a hopefully a couple easy questions for you. When we have someone who wants to become a put the listing on our main page. You know we have this the box that says become a member, and and then has the form that they have to fill out. Was wondering if we could put some additional verbiage that just says please check your spam or your promotion emails, just so they can just that they can look out for that, because some of our quite a few of our emails are not reaching their inbox. They're going to either spam or promotion. So we just wanted to see if we can put a little message there. Please check your your e your spam or promotions tab just in case.
52:09
Yeah, I know this has come up a couple of times. You're talking about under the Add New Business tab or page.
52:16
Yeah.
52:16
So is something maybe right above the form, underneath that title, is that where you're thinking?
52:24
Well, you know, we were, you know, I'll do a quickie screen share. Yeah,
52:31
yeah,
52:32
kind of see what I'm talking about. Share the screen. Let's see. Do you see my screen?
52:50
Yes, I can see. Okay,
52:51
so it says you know here become a member. You know what they do, and then we're just seeing if we can put maybe some possibly some verbiage right over here. Just say please check your
53:01
your
53:02
spam or your promotions folder just in case, because they they fill it out over you know they fill out this thing over here and then they expect to see a I guess some welcome email or something but sometimes it's just it's going right straight into spam so that's what we just want to see if we can put a Little something, little, you know, little bird there,
53:24
yeah,
53:35
or maybe something you know above acknowledgements. Just saying, please check your spam or your promotions pad, just. in case, or
53:44
yeah, I know. I was just trying to think if there was any way. I mean, the acknowledgements. I don't think we can customize that either.
53:53
Okay, well, it is what it is. You know, just just just ask and see those out there. Yeah,
53:59
Ruchika, I know we talked about this. I don't know if it was last week or the week before this came up again. Did we create a canny board item for this? Do you know?
54:12
I am not. What exactly is that? Can you please?
54:18
Just like some, just some sort of custom text box, where like, so what Michael was saying is that you know a lot of times somebody fills this out and the email, the welcome email is going to spam, and so some sort of like a you know just kind of a disclaimer or text that just says, "Hey, please, you know, don't forget to check your spam folder after filling this out. Right,
54:47
exactly.
54:50
And there's nothing really that we can customize on this page, unfortunately.
54:53
No.
54:54
So, okay, I got. Well, if it's you can't do it, you can't. Do it. We'll we'll we'll see what we can do. To we'll just let them know to you know check their check their other folders. There was another another question. When we have a someone that's claimed there's claims their listing, we have an email an automation that comes out, And it's giving them a again. Oh, can you see my screen or do I shut the yes
55:28
here?
55:29
Okay,
55:30
so we go over here and then this contact say for instance contact form submission customer. This is our this is our customization. but the customer that's I guess is claiming for it, they get a generic. It not not what's shown here, but they get just a generic a generic response. And I don't know where we're kind of screwing something up where they're not receiving this, what we can see are our custom response. They're getting a generic response.
56:08
Okay. I
56:09
think that is coming from new user-created automation.
56:13
Yeah.
56:17
Okay. You want to just pull up that automation so we could take a look. It
56:22
should be, I think, new listing or new user creating.
56:33
Michael, you want to? When someone
56:34
claims the listing, right, Jason?
56:38
Yes. Oh, sorry. This it
56:39
should be the user.
56:52
So it would be that the the one above that, right? The new business request user.
56:57
No,
57:00
new. Let me check. New user created. So, the name of our automation is new user created. Did you update the name?
57:16
I'm sorry. Have we have we updated what? The
57:19
names of automations that you're showing here,
57:22
I don't believe so.
57:26
Can you open the one that you have a new?
57:31
Yeah, we just had it. My partner takes care of this, and I guess she she put she wanted to have when they respond. She wanted with the automation under this this kind of template, the new contact form submission that is different.
57:47
So this form is different. It's not the one that they are filling out while they are claiming the request.
57:57
Okay. So are we we sending something incorrectly?
58:01
No, these are the templates, right? Can you go back to your automations? I thought we are inside of the automations. I'm sorry. Yeah, and then we go to the smart directory AI. Yep, and system workflows, and we go to the new user created. Maybe the next page.
58:38
A new user created. Yeah,
58:39
the first one. Yep, you can open this one, and let's check the email. Can you click on that?
58:47
Yeah. So that is
58:47
the one which is supposed to go. If you scroll down, I think it will show you
58:55
the. There we go. Yeah.
58:56
Template name. So that is new user created user. That should be a template name.
59:03
Okay, so this is the one. Should I get that?
59:07
You can yes.
59:10
So that's what's currently linked right now. That's what's being sent. Yep.
59:16
Okay. Is
59:18
that not correct?
59:19
I believe she said it's just a very generic without you know without the logo and all that. I think that's the
59:27
internal notification in that case that is coming to you.
59:31
Yeah. So this
59:32
is this is going to the user. Sorry for the contact, but the one that you're receiving that is the internal notification. If you go back to the tab on the Google level, if you click on the last action that says internal notification, yeah, that's the one. So I think that you guys are receiving this one. So if you scroll down, this is just a normal simple content. Yeah. That's
1:00:01
one. Okay, okay.
1:00:03
So the template is new user created admin.
1:00:08
Oh yeah, yeah, right here. Okay. Okay. Do Do I have to do anything over here?
1:00:16
You can go back to the templates and maybe change it there, but you'll not be able to do it from here.
1:00:22
Okay, but the bottom line is the the customer is getting the the correct template, but we're just getting a notification saying, "Oh, they they
1:00:31
respected.
1:00:32
Okay, understood. Okay, got you, perfect. Okay, that answers it. Perfect. Thank you very much.
1:00:38
Awesome.
1:00:38
You're welcome.
1:00:40
Thanks, Ruchika.
1:00:41
Yep. Let me get out of here. I really can just stop share.
1:00:50
Okay.
1:00:52
Right. Thanks, Michael. Cole, you're you're up.
1:00:57
Yes. Okay, so like we're we're we just signed up with like smart directory, and we're gonna set it up, set up us with like great things. And we saw a lot of example online, like it's actually set up with that, and I believe it's it's with the it's it's with the code option that we got under our dashboard, and I just have like a few questions that I want to ask, and then go from there. So one thing right now it's pretty built in, where the placeholder names on the form is John Doe or Jane Doe. We like want to change it, but we can't find any sort of option to change that specifically. So, if you guys can help with that, that would be much appreciated.
1:01:51
Sure. Yeah, you want to share your screen, and we can jump into it.
1:01:56
Perfect. Just allow me a sec. So right here we got this preview. So if we want to add like a new business, then as you can see, this placeholder I want to change Jane. Do we want to change it to anything else, Jones Smith or something like that? But we didn't find any sort of option within the dashboard. So, if you guys can help us with that, for
1:02:41
that, I don't think, I don't think that's an option, is it, Ruchika? We can't change the the placeholder text on this form. I don't think there's any options for this. The placeholder text for first name, last name.
1:02:56
No, I think we discussed this last time as well. No, nothing for first name, last name.
1:03:07
Okay, and one other thing that I have for you guys is, for example, right now, what what I saw is, for example, if we added any sort of business we know like any lead added into the contact section. If we give them a tag of business, then they will automatically populate it on the directory. And then, for example, after that, we want to label them. And we just saw like there is only an option where we need to select the specific businesses that we want to add a label, and then we can add it from here. That's all. But is there any option that is integrated within the high level? From there, we can select any sort of custom field or anything like that to to give them the labels when at the time of import specifically.
1:04:01
Yeah. So you can do that as long as it's in the spreadsheet that you import. You just need to make sure that the listing label already exists inside SDAI. So, if you add a listing label to a row, to like in the spreadsheet that does not exist inside of SDAI, it will not import it. It will not recognize it. So it needs to be already created first.
1:04:31
Okay, that fully makes sense because we saw like there is an there is an a custom field name listing labels, and we have drop downs there. So you mean, for example, if if we have that selected or like the same name we have on our CSV file, and then after the upload, it will automatically shown up as that listing label. Correct.
1:04:53
Right. Correct. Yep. Yep.
1:04:56
Perfect. That's that's helpful. And one more thing is,
1:05:01
you know, just to go back to what you were saying about placeholder text, it looks like you might be able to target it using CSS. There is a class and an ID for that field. I was just looking at it, so I think I think you can probably target that using CSS, and you should be able to update the placeholder to whatever name you'd like. So I would try that.
1:05:30
Perfect. Yeah. If if you can like just give me the name of those clauses specifically, if you can try, and then it would be really helpful.
1:05:40
If what? Sorry.
1:05:42
Yeah, I said like you just said like you you can try this out, correct? Or we should try it out.
1:05:50
No, you can try it out. Yeah, that's what I was saying. Is like yeah, if you want to try some yeah using some some CSS to target both of those fields and the placeholder, it looks like it's available. I just did an inspect on my browser and just looked at both of those fields, and they both have IDs. So I think you should be able to call those out and update that text.
1:06:12
Yeah, that that totally makes sense. That totally makes sense. Yeah. Another question I have is like, if we will add something with the help of code, then how will link that thing with our listing or any feature that we want to achieve with with the help of that. So, like, can we want like can we use API or how is is there something or some sort of documentation or any helpful resources available where like we can see the the the custom code added to it or any sort of examples,
1:06:48
custom code added to what exactly?
1:06:51
Okay, so I just said in the start like we are just setting it up and like it's not something we are running and we just run into the issue. We are just figuring out what features we can include. The extra features we can include with the help of any CSS or the HTML code option that you guys provide. So, is there is any sort of examples or resources from there we can get those code and try it out on our account. Is it? Oh, I see what you're saying.
1:07:24
Yeah, yeah, yeah. I see what you're saying. Yeah, no, I don't believe we have any type of resource on that. I think it's just yeah. I mean, we make it available to you. You know, there is a custom code option inside the app, and so for those people that are developers or that want to extend the functionality or to change the look and feel of the the actual site, we make that available through that code box, so that you can you can go ahead and and do whatever you'd like. But yeah, we don't have anything available. I believe any type of repository with like you know proven scripts or or yeah, custom code scripts or something that other people have done. I just I know that people have done it. I've seen tons of examples out there, but yeah, it's just people just come up with their own thing on on their own. So yeah.
1:08:15
So yeah, I believe I believe that's that's all I have for now. Thank you so much, guys.
1:08:22
Yeah, no, no problem, Cole. And Cole, I'll I'm gonna drop this link in chat for you. This this link is to our knowledge base. There, there is training in there. There are videos in there. There's a lot of information there. So I don't know if you already have that link or not, but I would say definitely go through that. That will give you a lot. There's quite a bit of information there, so that should answer a lot of questions and help you.
1:08:48
Yeah, it it it it actually helps me a lot. Like when I was going through, and I know this link. So yeah, I can I can dig deeper more into this and look for some more solutions. Thank you guys.
1:09:00
Awesome.
1:09:00
Yep. No
1:09:01
problem. Good day. Bye bye.
1:09:04
Right, Brett. How can we help?
1:09:07
Hey, Jason. Thanks again for
1:09:10
yeah. No worries
1:09:10
on this. Hey, just a quick question. We're trying to renew and getting up to speed. If we get Google API linked up, wish or should we expect photos to load on these listings, or are we doing that manually?
1:09:28
So once you get Google Maps, the API hooked up, you'll have to go into each listing, and there's a field. Let me tell you what it's called here. Give me a second. Let me just pull it up. It is what is that field called? It is under it's under business details. There's like a Google Maps field under business details, and what you'll have to do is you'll actually have to type in the business name. Into that field, what that does is it links that business listing with the Google profile, and that's what will bring that. That that will give you the option to bring in their photos and their reviews from their Google profile.
1:10:16
Do you? It's on. I don't. I can share screen, but is it inside the?
1:10:25
Yeah, I can share my screen real quick. It's under business details. Let me share here. Give me a second.
1:10:33
Thank you.
1:10:36
So if you go under business details, this one doesn't have Google Maps API hooked up, but it's going to be right in this section right here. Yeah,
1:10:45
type in their name, and then it'll load. Yep, and then
1:10:49
you'll be able. Then this instead of saying GHL Media, I think there's either this button changes or there's another button I can't remember, but it says
1:10:58
Google. Yeah, it'll
1:11:00
say Google or something, and you'll be able to pull those images in. Yep, it'll
1:11:05
do it automatically. We we don't have to pull them. I do.
1:11:10
I think you still have to click the button. You still have to click. It's not going to automatically. You just click the button, and it imports the image from their Google profile.
1:11:19
Okay. Each each record. Okay.
1:11:22
Yep.
1:11:24
Okay, we'll figure that out. That's all I had. Thank you.
1:11:27
Cool. All right. That was easy. All right, Melody. How you doing today?
1:11:37
I'm good. I'm good. How about yourself?
1:11:40
I'm doing good. It's been a little while.
1:11:42
Can you hear me?
1:11:43
Yeah, I can hear you just fine.
1:11:44
Yes, it has. Okay, I have two things. One, if I have the smart directory through my own GHL, not the standalone, do I have to have the 497 to use the AI Items because 497 has the AI conversational bot, or can I get away with the 297 agency?
1:12:13
As far as I know, you can you can use the the agency plan, the 297. I don't believe that that is now a a pro or a SaaS only plan feature. High Level doesn't do that typically. Usually, the the 497 option is really just opens up the SaaS features, which makes it really easy for you to sell High Level as a software, right?
1:12:40
Yeah, yeah. There's just the one thing with the. I don't care about the SaaS myself. I'm not planning on having hundreds of people. So, but it does say that it doesn't have the AI conversational bot in the 297. It's only in the 497. I don't think we need that. We just need the voice AI correct.
1:13:03
Huh? It really. Where does it say that? High level says that. That's new.
1:13:09
High level says that.
1:13:11
Hmm. Okay. I mean, you could use both conversational bot and the voice bot inside SDAI. I just find that crazy. I I can't believe that they did that. They actually broke that up.
1:13:33
I think Jason on 497. It's just that you can rebuild from conversation AI.
1:13:40
Oh, okay, that makes sense. Okay, okay, yeah, but not, but they didn't turn that feature off. I was gonna say that does not sound like something high level would do. Okay, that makes sense. Yeah, so like what Ruchika's saying, Melody, like on the on the SaaS or on the yeah on the SaaS plan, basically yeah they they open up all those different features so that you can resell them, so you can rebill for usage of all of those items, but it doesn't mean that that item's not available. Like you can still use conversation AI, you just can't rebill for conversation AI. Does that make sense, Melody? Are you still with us? I don't know if she's still with us or not.
1:14:31
Looks like.
1:14:33
Sorry, can you hear me?
1:14:34
Yes, now we can hear you. Hi.
1:14:35
Okay. Sorry. I'm working with another company that's also using smart directory, and the contact dot password custom value doesn't seem to be actually putting in the password. Is that a STI glitch or is that a GHL glitch? Like the actual, so it's the actual field is showing in the template, but when the but when the email goes out, the password is blank. Or shall I just do a ticket for that one?
1:15:28
That might be a good idea. I because I swear somebody else said this recently, and we looked into it. We couldn't replicate it, but that might be a bug Because I swear somebody else brought this up. Can you? But the password is showing at the contact level, right? If you go into the contact record inside High Level, you can see the actual password there. It's just an email that I don't
1:15:58
think I did. Let me double check. I don't think it actually showed. I don't think it did the password at all. Let me just double check. It's
1:16:15
going to be under additional info, I believe.
1:16:19
Yeah. Yeah. Nope. There's no password in there.
1:16:26
Hmm. Okay. Yeah. Do we
1:16:33
have Uzumel? I will add.
1:16:38
Go ahead, Ruchika.
1:16:41
I was just asking, like, do we have consumer tag added for that content or not?
1:16:47
I'm assuming we did. She did, right? Yeah.
1:16:52
Actually, it was. It actually no, it didn't add it, but it sent the email. I'm going to have to double check this. It looks like it's only got the business tag on it. It should have another tag on it. I know that. Interesting. But
1:17:14
and check the email. See if it says.
1:17:15
But the email
1:17:18
does the email address on file have the plus consumer added to it. It
1:17:30
does not.
1:17:31
Okay. So oh, I see what it is.
1:17:34
Oh, but I I see I didn't use the client. Behind Google for the Amazon, you can your name keep track of different things. He's done that in this one, so it's probably taken out the ability to do the consumer. I will fix that for you. Ah,
1:18:00
so he did that on his own.
1:18:02
He did, yeah. He put in the. Yeah, most people don't know that.
1:18:04
Most people want to. Yeah.
1:18:06
Yeah. Yeah, but he does. So I will. I will fix that for him. Okay. So yes, that was all I. Yeah, that's
1:18:13
what it was.
1:18:15
Okay.
1:18:15
Okay. No problem. Thank you
1:18:16
so much. Okay.
1:18:19
Of course. Ruchika, did you have something to add there?
1:18:26
No, Jason. I think I think that's pretty much the reason that the customer or consumer use the same email address for both business and the consumer profile. So that is why I think it added plus, but as Melody said, like he himself added the plus functionality over there. I think that right was probably yes,
1:18:51
yeah. That it probably didn't allow. Yeah, since he added it there, the system didn't know what to do. So
1:18:56
yeah, yeah, because this needs
1:18:59
to be system generated.
1:19:01
Right, right. Okay, cool. Well, Melody, I think you've got that handled, so that's good. Any other questions? You can always just raise your hand again. Bill, looks like you're next up.
1:19:13
Yeah, hi. I had a few questions. One is when I was setting up the APIs. I think I may have set up too many because I'm showing three. I have one for the IP and two for API keys.
1:19:37
Okay.
1:19:40
Did I did I do something wrong?
1:19:45
I don't believe so. I mean, it doesn't sound wrong.
1:19:49
Because because there's only two spots for entering the keys in in the SDAI program.
1:19:57
Correct. Yes, but what you're doing is. For the IP, you're just telling Google that these keys can only be used on this IP address, so you're limiting it. So in case it ever got leaked or somebody found it or whatever, they weren't-they're not able to like run up a huge bill because obviously the IP is not going to match.
1:20:21
Yeah, so that's not something
1:20:22
you don't need to put that into SDAI. I think there's so two.
1:20:27
Does it matter which of the two AI, which of the two regular lists I do, the regular keys? I know the IP key goes as the the back end one, I think it called. But for the front end, I have one that I set up with the the name AI key and one that was done with the Maps platform key.
1:21:02
Oh. It's been so long since I've done it. I really don't remember. Ruchika, do you remember offhand?
1:21:12
What was that statement? The
1:21:17
bill's asking about the the keys and which key goes where for API for Google Maps.
1:21:27
So we have one for the website and we have another for the IP.
1:21:33
Right. I somehow have two for the website. One for Maps. No, it should
1:21:40
be just
1:21:45
one. Okay, so should I delete one? Both of them. Oh yeah, there
1:21:50
is no way that it would give you like two APIs for website.
1:22:00
Should I share the screen so you can see?
1:22:02
I would say no because your your APIs will be like exposed.
1:22:08
Yeah,
1:22:09
yeah, exactly. I think I can maybe schedule one on one with you so that we can go over that APIs thing.
1:22:21
Okay.
1:22:22
What is your email address, by the way? I'll just send you an email with the instructions, and then we can just remove.
1:22:31
I was using offline sharks@assuredprofits.com.
1:22:41
Let me check if we already have any.
1:22:47
You might have me at payments@assuredprofits.com. That's what I originally signed up with to pay.
1:22:54
I think I found it. You also have one ticket
1:23:00
with
1:23:01
us. Yeah.
1:23:02
Ah, where. Stephanie responded to you.
1:23:05
Okay. Yeah, I I
1:23:07
just back in
1:23:08
time. I didn't really check emails. I had
1:23:14
yes. So Steph responded to your ticket as already. So I think I'll just reply you back over there.
1:23:21
Okay, then there are a couple other questions. I I have Leet Connect on on my phone with another account. It's an account from another business, so it's not a sub account. It's a full account. Is that going to screw up the numbers that I'm using with my own Go High Level account? The
1:23:55
numbers, what numbers? Oh, phone numbers. Okay, so you have you installed Lead Connector on your phone, and it's connected to another agency account that you own, or do you not own that other agency account?
1:24:09
I don't own it, and the stuff in it they don't want transferred into my account.
1:24:15
Right. Okay. So then all you need to do is just log out on the on the app itself on your mobile phone, just log out and then log in to the correct agency account, and then go ahead and select whatever sub account you want to be viewing at that time.
1:24:34
Okay, the A 2p was setting that up, and it mentions that I can use an app. Is is there some app to that I should be using to go through all of it? And where is that?
1:24:51
An app.
1:24:52
Find it.
1:24:54
Where where did you see that? Is that something that High Level published?
1:24:59
No. I think it was in this directory
1:25:03
in smart directory. Yeah, not that I know of. I have not seen that. If you if you can share your screen and show me, then I can tell you exactly what it is. But yeah, no, A 2p is is a process done through high level itself. There's no app to do it. It's just you know you'll just go through, you'll fill out all the details under the business details
1:25:30
instructions for it, and I still have to do it through Go High Level.
1:25:35
Correct, Jason.
1:25:36
Yes, I think he's probably talking about the options that they need to disable while they are submitting for the A to B, and we have like we are now doing it through the chat widget that Go High Level provides. So that is the whole instructional guide that we have inside of the knowledge base.
1:26:00
Oh, got it. Okay.
1:26:01
Yeah.
1:26:01
Okay. We
1:26:02
have some options that they need to make because we are we are recommending that they disable all the opt-in or contact forms on the website, and then just enable that chat widget for the A to B. Yeah.
1:26:18
Got it. That makes
1:26:19
sense. He's talking about it. So is
1:26:21
that in the regular SDAI knowledge base?
1:26:26
Yes, it's there. I can share the link with you.
1:26:41
So yeah, Bill. So high level released almost kind of like a
1:26:47
done
1:26:47
for you A 2p process using the chat widget. So inside high level, when you go to to you know submit for A 2p, there's an option somewhere in there. I can't remember exactly where it is, but as you're going through the process, it will say you know, and then it says recommended, and that's the chat widget. And what they've done is basically just optimize the chat widget to make sure that you get approvals or have the best chance for approval. And so, what Ruchika is referring to, which I completely blanked on. I totally forgot we had set this up, but there are settings where we can disable the forms inside SDAI because those forms are not A 2p 100% A 2p compliant. And just to make the whole A 2p process easier on you guys, that's why we created those disable buttons, so you could just disable it. You could submit A 2p using the recommended option that High Level Now suggests, which is that chat widget, and then that could just get you through that process and approval a lot quicker.
1:27:55
Okay, so I should go into SDAI and find those buttons to turn off a bunch of stuff. Yeah, just to
1:28:03
disable the form that way, because what they're going to look for during A 2p is: Do you have the right language? Are you linking to your terms of service, your privacy policy, those types of things? Are you giving the proper disclaimers? Do you have you know optional check boxes? All those things need to be set up, and the and the the guidelines for that stuff is constantly changing. So rather than try and you know constantly keep up with that, we just made it really easy. You just turn that off inside SDAI, let High Level handle it, and then you can get your approval, and then come back.
1:28:38
Okay, yeah, I did A 2p a long time ago, but I know it's changed, and and it asks for business information, but my business information is different than the website information because the website has the directory name, not my business name. I did put in copyright my business name.
1:29:01
Yep,
1:29:02
that going to be okay.
1:29:04
It'll be fine. Yeah, it'll be fine.
1:29:06
Okay. Yeah,
1:29:07
just as long as long as you have the correct business name listed in under business settings in high level, and you can always change that back after you get approved. But make sure that that whatever name is listed on your. It's your. What is the SS4 doc that includes your EIN number? So whatever business name and address is listed there, that's what you want under business settings.
1:29:31
Okay. Yeah, that should be correct.
1:29:34
As long as all that matches up, because that's what they're looking for. They're looking at the EIN. Does the EIN match the business name on file, and does the address, the the EIM name and address all match? That's what they're looking for. So as long as all those things line up, then you should be good.
1:29:50
Okay. And the last thing I I want to add like a whole database of companies to it, but when I draw. Does that drip the the companies coming into the system, or do all the companies come into the system and then it just drips the email sending?
1:30:12
Exactly, it's the second. So
1:30:15
okay, I better
1:30:16
upload all the contacts. You'll first upload all the contacts into your system, right, and then you'll select all those contacts. I mean, you can technically, as you're uploading, you can also trigger an automation. I don't necessarily recommend that, though, just because there there's a lot of things that could potentially go wrong, especially if you're not used to to doing that and uploading into high level. So I would just upload all your contacts all at once. Get everything into the system. Make sure that they get a listing created on your directory site, and then go back into contacts. Select everybody that you want to add into the automation, and then during that process, as you're adding them into the automation, there's a setting that says add all at once or add in drip mode. You'll select add in drip mode, and then you'll basically set up whatever the drip is that you want. You want to add five every 10 minutes, or do you want to do 20 every, you know, you know, 10 minutes or whatever it is. You settle you you set up what that drip is, what days of the week, you know, between what hours each day, and then the velocity, how many you want to add.
1:31:25
Great. So when I'm actually importing them, there's, I don't do anything with drip. No, I
1:31:31
wouldn't. I wouldn't do it. I mean, you can't. Technically, you can high level does give you the option. I don't recommend it. Like I said, because a lot of people might, I've seen people screw it up at that point. So I would just upload them all, get them in the system first. That way, you don't have to worry about anything accidentally doing anything wrong. That, and you also give the system time to create the listings, right? Because once you upload them and you tag them with the business tag, it does take you know some time before the actual listing gets created on the SDAI site, because it takes time to ping the SDAI app. It sees that hey, you just uploaded another 100. Now it's got to go and and pull those 100 over and create the links for each one of those.
1:32:17
Okay, on a new account, probably safe to do 10 to 20 a day.
1:32:24
You mean dripping emails, 10 to 20 emails?
1:32:27
Yeah,
1:32:29
yeah, I'd say so. I mean, I think that's fine. I would, I think you could probably do more. I would keep it probably. I'd keep it like under 100, so maybe around 80. You could do 80 a day. You know, I think that's totally safe.
1:32:45
I don't
1:32:45
really want to do too many because I want to contact them, so I need the time. So,
1:32:51
yeah. So 20 is fine. That's totally fine. Yeah, if you want to do 20, I think you're you're totally safe to do that.
1:32:58
Great, thank you.
1:33:00
That's no problem.
1:33:01
Yep. Right, Asher, you got another question?
1:33:07
Hi, Jason. Yeah, yeah. So I have a question. So we have this another directory. So basically, we have the same issue. Let me share my screen. Okay. Yeah. Um. Can you see my screen right now?
1:33:31
Yes.
1:33:32
Okay. Yeah. Yeah. So, so Jason. Yeah. So, um, we have the same um issue occurred. However, uh, I think we have we did this the right thing on this directory. Basically, we set we put business tags to those business listing before our our email run. So basically, yeah. So we did adding those business tag before running an emails to those business listings. However, we get the same issue. Like if you click this email, and it directly again goes to our SaaS high level. However, um, we we have checked. Uh, we checked. Um, that um, the adding business tag came first before we ran. We ran an emails.
1:34:38
Okay. Yeah. And how long did you wait though before you sent that email?
1:34:44
Yeah. According to the the time and day completed, so basically the business that completed at 21 a.m. 21 a.m. Yeah, and we did. Email reach at 823.
1:35:03
Yeah, that just it's not enough time. That's that's the problem right there. Oh, I mean, yeah, yeah, yeah. Sometimes it can take 20 to 30 minutes before it creates those links. Yeah, so it's not instantaneous. It takes time. Yeah.
1:35:16
Okay, makes sense.
1:35:17
If you're only uploading, if you're adding, you know, one or two businesses, like at a time, or even 10 at a time. Then it happens pretty quick. But yeah, if your list, how big was your list that you imported?
1:35:33
Okay, so we import for like a six 599.
1:35:40
Yeah. See. Yeah. That that's quite a few. So yeah, I would say, give it give it about 20 to 30 minutes just to make sure
that it all goes through.
1:35:50
Oh. Okay. Yeah. Sure. Sure. Got it. But um, in terms of our automations, so we have an automation outreach and the enrollment history is date enrolled is about 820. Yeah, still like 10 minutes only.
1:36:10
Right. Yeah.
1:36:11
Okay. Got it. Makes sense. I would just yeah. It
1:36:14
it runs kind of like on a. I don't know if you're familiar with cron jobs, but it it basically runs on a schedule, so like when you go and upload something, I think the system checks maybe I don't know once every five minutes or something, or once every 10 minutes. I can't remember what it is, but basically, you you do that upload, then you got to wait for the system to run its next cron job, which runs like I said, I don't know if it's five or 10 minutes, and then once it recognizes, oh hey, they just uploaded 600 new contacts. That's what then triggers the system and says, hey, import these contacts. Let's start creating the links. So, and that can take, like I said, several minutes. Sometimes, sometimes it all finishes up in you know 10 to 15 minutes, but some I've seen it take 30 minutes before. So that's why I would say just to be safe, especially with a larger list. Yeah, I would definitely just wait. Yeah, wait that time period, and then you should be fine.
1:37:11
Okay, yeah, sure, makes sense. That helps. Thank you so much, Jason.
1:37:14
Yep, no problem.
1:37:15
Yeah.
1:37:17
Anything else? Yes. Go ahead, Ruchika.
1:37:21
I just wanted to say maybe we can check his custom field link that we have inside of the marketing template or the email template. I would say, okay, just to cross check if that is populating correct.
1:37:38
Sure.
1:37:39
Yeah.
1:37:40
Azra, you want to pull your screen back up, and we can take a look. Okay,
1:37:43
sure. Work well. Should we go to the email templates?
1:37:53
No, you can simply just go to the free listing outreach, and then we can check the email. Yeah, maybe the second. No, that's not the one. The first one, email one. Yes, and then if you scroll down and click on three dots, it will give you an option to edit. Yes, and. If you click on the link, yeah, and then pull out the link, that seems to be correct.
1:38:31
Yeah, that's correct. Yep.
1:38:33
Can we go back to the context and just check if any of the links were pulled, like any of the links were generated.
1:38:42
I'm sorry.
1:38:45
Yeah, let's go. We did check this the last time, but we can go back and check it again. Yeah, let's. So go to. Let's go to your contact screen first, and then that was two weeks ago. I was going to say, show it. Let's look at a contact that you just imported that was recent. Did you do any today? Those 599. Oh, okay. Those those were done a while ago. Okay, got it. Yeah. So then, yeah, just go ahead and pull up any of these, and then you'll go to additional info. Does this one not have the tag?
1:39:24
Additional info. Yeah, this one.
1:39:31
Okay, Ruchika, you're right. The link wasn't just wasn't.
1:39:36
Do they have bad here? Do they have business tag for this one,
1:39:41
we do. Yeah, yeah, yeah. If you go to the top, Azure, you can see.
1:39:48
Yeah,
1:39:49
it's right. Keep going. Keep going. Right there. Yeah, he's got the business tag.
1:39:55
Yes, yes, we got.
1:39:57
Okay, can you remove the tag, maybe? Refresh and then add it again.
1:40:03
This
1:40:04
one. Yes, the tag. Just remove the tag. Business.
1:40:07
Aha.
1:40:09
Yeah. And maybe refresh your screen first. Okay. Add it again. Yep.
1:40:33
Uh huh.
1:40:34
Perfect. That's it. Maybe you refresh again and check if the business link populated or not.
1:40:40
Okay.
1:40:52
You can scroll down and check if the link is there. Yeah, it's there now. Okay. Perfect. Yeah. Okay.
1:41:00
So I wonder what happened because
1:41:02
we did look at a couple others, or we at least we looked at one. I know that, and it was working correctly. So, what should we? Do you think we should just have him remove all the business tags for everyone and then re-add? Okay.
1:41:17
I was thinking maybe he's filtered out the context who has the tag business,
1:41:22
but
1:41:22
the business link is empty, and then maybe mark all of those contact with a different tag, so that you know like these are the contacts where the business tag is added, but the link is not added, so that you can just remove the business tag, and then you re-add the business tag. That should be working totally fine, and I will suggest that you don't do it for like 1000 and 1000 contexts all at once. Maybe do it for like 200 contexts at once or something like that. Okay, so
1:41:56
does that make sense?
1:41:59
So um, do you recommend me like um, yeah, it's the same. We have no business link here.
1:42:07
Yeah.
1:42:08
Uh huh. So um, do you recommend like um like I will have a bulk actions to remove all those business tag like maybe 200 and re-add those business tag?
1:42:20
No. Yeah. Let me show you what she's saying. So go to contacts, Azer. Go to contacts, and then what you're going to do is you're going to go to filter, and then in the search field, you're going to search for what is it called? Business link? Is that what it's called? I think that's what it's called. Yeah, business link. I think is that it is that the right field, Ruchika?
1:42:43
Yes, yes. Okay, yes.
1:42:46
Business link. So business link is empty. So what you're going to do is under is select is is empty. Yep, there you go. So business link is empty. Then hit apply.
1:43:01
No, we want to add like who has the tag business. We want to check for that as well.
1:43:09
Um, sorry. So let's do again.
1:43:12
I think all of his do. I don't. I don't think there's anybody in here. Okay.
1:43:15
Maybe there is any with consumer tag. So just to make sure that we are not adding the yeah.
1:43:23
So, um, is is it right?
1:43:27
Add a nested filter. So click on that. Click on yep, and then is, or please select, and then search for tag, and then tag is, and then go ahead and select business. Yep. So what you're saying here in this filter is show me a list of all contacts where the business link is empty and they have a tag called business, right? So then now hit apply. So 459 contacts. Okay, so these all all of these. What you can do now is click on click on that filter option one more time, and then oh no, that's not
1:44:18
it. Um, Jason, I think best we can do is select all these, and maybe we add a different tag so that we know like these are the contexts where the business link is missing.
1:44:30
Well, I just can have smart
1:44:32
list.
1:44:33
That's also yeah, that's also a good idea. But but Jason, with smart list, it will not fulfill the filter of having the tag business when they are going to remove that, so we'll miss the context. You know, like how the smart list work, like it works on the filters, right? So maybe inside of the smart list, we just. Release the tag business, so it will remove the context out of that list because it will not fulfill the filter.
1:45:07
Right, right.
1:45:11
So that is why I suggest maybe we add a different. Just add a new
1:45:14
tag.
1:45:15
Exactly, exactly. Right.
1:45:17
Yep. Yeah, that makes the most sense. Yeah, so what you'll do then, Azure, so you'll add a new tag, and you'll say you can save that as a smart list if you want, and then you'll you'll basically systematically take, like Ruchika said, I you know 200 at a time, 100 at a time, whatever you want to do, and you'll remove the business tag, and then you'll wait to that. You'll wait for that to complete. So under bulk actions, you'll see it'll give you a percentage, and it'll say 100% complete once it's done. That that tag's been removed. Then you'll go back to those same contacts, re-add the business tag.
1:46:03
Okay, got it. Yeah, and then
1:46:05
remove the secondary tag so that they exit out of your smart list, and then you'll just do that until you get through the entire list of 460 or 459.
1:46:16
Okay, got it. Yeah. So um, yeah, to run off, like um, I will make a new tag, like for example, no business link, something like that. It will never. Ah, yeah, basically. So, and after that, I will just make a another smart list about that, and after that, I will remove all the business tags, right?
1:46:37
Yep.
1:46:38
And re-add.
1:46:40
Correct.
1:46:41
Okay, got it. Yeah, makes sense. Thank you, thank you so much.
1:46:45
And what that should do is hopefully that'll trigger the system to then generate those links, and then once they generate those links, and honestly, now that I think about it, yeah, it those those contacts should automatically filter out of your smart list because the smart list says contacts where the link is empty. So once the link gets generated, the contacts will automatically filter out of that smart list.
1:47:17
Okay,
1:47:18
right, because the link technically will be full. Will will be completed, so it won't be empty.
1:47:25
Yes, yes, got it. Yeah,
1:47:26
yeah. Okay, makes sense. So yes, do that. See if that doesn't work to trigger those, and then I would just double check that. You know, make sure just use that filter like we we we just showed you right now. Once you go through this process and generate all those. Go back here and double check and make sure that all of your contacts now have links by using the filter here.
1:47:48
Okay, got it. Thank
1:47:50
you. Yep. Awesome. Thanks, Ruchika. Right, John.
1:47:58
Yes. How you doing? I'm doing good. I have good. I have three concerns. One is the AI agent trying to get it on my my directory front page, and then you know how when you open up a page, the title shows up at the at the top of your browser as a as a tag, well, with my page it shows default title, so that's the second concern. And the third concern is if I wanted to add blogs, news feeds, and events, do I delete the originals that are already on the site and use those templates that are in place, or or can I, you know, create new blog titles without deleting the old ones? Let's start with the AI agent. How do I get it on the on my front page of my directory site?
1:49:01
Have you already created the agent?
1:49:04
Yes, I believe I've created everything. I went into AI agent, and it says we're getting started. I clicked on getting started. I chose the already done for you. Everything is already set up, and then I clicked on the voice AI, and everything in here looks looks about the way that it needs to look. Conversational AI that's created knowledge base. I've taught the AI on everything concerning my directory site, so that would be the knowledge base part, and then it said AI templates. So I chose which AI agent that I would like to use, and then AI content. On this page here, a lot of things are zero, and I believe that that's because I have not, you know, been using it yet. And then the last one it says AI logs, and the logs would there's a couple of test logs that that are showing success, but I'm still having an issue of how do I get it to show up on the my directory site, the front page of my directory site. How do I get the agent to show up?
1:50:34
So that's just going to be under settings inside your SDAI app, and there's a custom code section, and you're just going to copy and paste the code.
1:50:45
The SD AI app, where would that be located?
1:50:50
Yeah, so if you want to share your screen, I can point you in the right direction.
1:50:54
See, how would I do that? At the bottom of the Google
1:51:01
Meet window, there's a little share screen option.
1:51:07
Share screen. Okay, allow. See, not now. Let me see. Select window. Entire screen, okay. Allow, okay. All right. Okay. I'm going to click over. Okay. Yep.
1:51:30
Just go into SDAI. So the next tab over. There you go.
1:51:38
Right here. Okay. Yep.
1:51:41
And then you'll you'll go into the app itself. So scroll down, might be on, might be towards the bottom. Yeah, there it is. Smart Directory AI. Go ahead and click on that.
1:51:54
Smart Directory AI. Okay.
1:51:58
And then you'll across the top. You'll see settings.
1:52:03
Settings.
1:52:04
Your mouse is right next to it. Right there.
1:52:08
Custom code.
1:52:10
There you go. Yep.
1:52:12
So, where would I get the code from?
1:52:17
Well, you you said you already created the agent, right?
1:52:20
Yes. Can can I go back and show you where I'm at with that? Yeah, there's that agent. Yeah, and
1:52:28
and then you've already connected the agent to the chat widget. I'm assuming.
1:52:32
Okay, I've already clicked started, and then I went over in here. Okay, I have all of this here, and then conversation. Like I said, there's no data because I haven't been using it. So I will go over to knowledge base. Here's my knowledge base, and and and I do believe that the knowledge base is complete because I loaded up all of the pages within my directory AI site, and then it went through learning. So, so then I figured that was done. So I didn't bother anything else with that. So then AI template, like I say, I've chosen my template, AI content, and like I say, there's nothing in here. So then AI law. So here, this is the last place that I left off at it, and it's showing all success. So I figured I was done with
1:53:31
it. Are you trying to create just a conversational agent or voice agent?
1:53:36
Conversational agent, where if someone goes to the site and they can ask, you know, how can I join? You know, what's it all about? So that would be the conversational agent, right?
1:53:47
Right. Correct.
1:53:49
Okay.
1:53:50
So you should just have under the, you now have an agent list. Like if you go under conversational AI, and then go under agent list. Yeah, there. your agent right there. So you've got your primary. It's already it's turned off. So you'll want to turn that one on. If that's your primary agent right there, then yeah, you'll definitely want to turn that one on. So go to edit.
1:54:18
Oh, edit.
1:54:19
Yep. And then you probably want to give it a better name than that. I would turn just so you know, like maybe you know, direct whatever the name of your directory website or something, just so you know, you can tell them them apart because that's the default name that it just gave it.
1:54:38
Okay, I'll just say Best local service.
1:54:47
There you go. And then just below the name, it says set bot status. Right now, it's turned to off. So I would probably just turn it on. Automatic, which is just below that autopilot. Yeah, there you go, and then just hit save. Perfect.
1:55:11
Okay, and then
1:55:13
now you're going to want to. You'll just want to connect that to your chat widget, right?
1:55:21
Where's the chat widget?
1:55:24
So you're going to go under Sites and then Chat Widgets, and this is going to be-I'm assuming it's going to be a live chat
1:55:34
sites.
1:55:39
Yep, and then
1:55:40
chat widget
1:55:43
towards the top there.
1:55:45
There you go.
1:55:46
Yep.
1:55:50
And okay, so it looks like you already have two of them in here. And are any of them one's voice AI? So you need to create one that's live chat, I believe.
1:56:05
So here's one that says voice AI in Maya. So do I edit this?
1:56:14
Yeah, the chat type needs to be live chat. So you you could use that one if if you're not using that one for anything else,
1:56:24
yeah, I'm not using this one for any. I'm not using anything right now. Okay. So just edit this.
1:56:31
Yep.
1:56:36
Okay. Where are we going from here?
1:56:40
Um. Well, do you want to customize it? I mean, you can customize it to your liking here if you want. If everything looks good, then let's see. I think it's under chat window.
1:56:58
Chat window. Chat window. Okay. Yeah, I prefer to leave it like this. Phone.
1:57:29
Oh, that's right. I forgot. Yeah, you might. I think that's why we're not seeing it here because we you already you edited an existing one. You may not be able to use this one. I think you're going to have to create a new one, so you're going to have to back out of this, because when you hit new, so watch when when you click the new button, that's when it gives you the option to do a live chat.
1:57:51
Click new.
1:57:53
Yeah, there's the live chat option.
1:57:56
This one here?
1:57:57
No, just below
1:57:59
it. Live chat. Okay.
1:58:00
Yep.
1:58:06
Okay.
1:58:08
Yep. There you go. So now that should work.
1:58:13
All right. So anything else from here? Like I said, you can go
1:58:18
through this at any time in the future. You can always come back and you can customize it, change the colors, change the avatar. You know, customize it to your liking.
1:58:29
Okay, all right. But for now, do I need to do anything else to get it onto the front page?
1:58:36
Once you hit save, and then you'll get the code. So you may need to go through screen, yeah, because it's not letting you do that. The agency website. What did it say? The agency website. Cannot be blank. Oh, that's why. Excuse me. Go back into the settings Under under chat window, I think it's under chat window. Yeah, chat window. Yep, it's going to be under additional. I think it's under additional options. Yeah, if you scroll down, there's like a link in here. Keep going, keep going, keep going. Yeah. So that link right there, you don't need to have it. You can turn it off. But if you're going to turn it on, you need to add a website URL there.
1:59:33
Would it be my name? Would it be this? Yeah, you can use
1:59:38
that if you want. Yeah, most people use their agency domain, but you can use that just for right now. Again, you don't have to have that turned on, but if it's turned on, then it won't let you save.
1:59:49
Okay, so if I go ahead and put it in here, okay, now it's going to allow me to save. Yep, and then click on
1:59:58
that get code option.
2:00:01
Hit save and okay. Get code. Get code. That's it. Yep. There you go. Copy. Okay, and then I go back to um. Close it out. I will go back. Go back to dashboard.
2:00:32
And what was that one called? What was that chat widget called? Do we know?
2:00:37
Oh, I didn't pay attention to it. So go back to AI agent.
2:00:44
Yeah, just so we know what the name of that
2:00:51
is,
2:01:01
and I think that's the primary.
2:01:08
Where where would you go? No. So
2:01:13
yeah, now you're going to go to conversational AI.
2:01:17
Conversational AI.
2:01:18
Yep. Agent list.
2:01:20
Agent list.
2:01:22
Yep, and then under your primary, there you're going to switch that to live. So go ahead and click the three dots on the far right, and click on edit. And then under scroll down for me. I think it's on this same page. It's autopilot. There it is. Yeah. So just go ahead and tick those off. Just keep live chat on. So go ahead and tick. You know, get rid of SMS, Instagram, Facebook, and we'll use that just for live chat.
2:01:58
And we'll use Facebook chat widget, live chat, or or just just live chat in Facebook. That's what we're gonna keep, or do we keep the rest of these?
2:02:10
I would just just for right now. Let's just test it. I would say just keep live chat for right now.
2:02:16
Okay, I'm gonna get rid of everything else. Yes, keep live chat, and what's that? And we're going to keep live chat. So I'm going to click save. Go ahead and
2:02:27
hit save.
2:02:30
Okay.
2:02:36
And now we're going to copy that code into SDAI.
2:02:40
Okay. So I'm gonna go back to dashboard, and we'll go back to settings, custom code. Okay, and save code. I only have to save it in one spot, or do I need it in both?
2:03:12
I
2:03:14
better buy. I
2:03:16
think it's. I think it's supposed to be in the body. I believe before the body encode Yeah, I believe so. Yeah, I would remove it out of the header.
2:03:27
Okay, and save.
2:03:36
Yep. There you go, and then let's go check out your live site
2:03:42
refresh.
2:03:46
There it is. There you go.
2:03:47
There we go. Okay, great. Okay, all right. Now that I think I'm good from here with this here, default title. How do we get rid of that?
2:04:02
Default title. Let's see here.
2:04:07
I've looked all over in order to try and change this because I was in AI the other day, and I was asking questions about putting AdSense or or putting AdSense on on the site, and it was telling me that unless this has a correct heading, then AdSense would not work within the site itself.
2:04:37
Yeah, I think it is. Yeah, it's going to be under branding under general.
2:04:44
Okay.
2:04:48
It is
2:04:49
your homepage meta title. So go to branding. Yeah, scroll down for me. Keep going, keep going. You're almost there, right there. Homepage. Yeah, right there. Yeah, homepage meta title.
2:05:13
Okay. Oh, okay. So I can change that.
2:05:19
Correct. Yep.
2:05:20
Okay. All right. Okay. Good. All right. I I'm I'm okay here. So this is why I would change it. Um, I looked at that the other day, but then you know, I don't know why I was following the instructions, and it said to put in my description within here. Okay. All right. So we're good here. One last thing: creating blogs. Well, well, let me go back here. Report that. Let me see where the solutions. Yeah. Okay. If I wanted to create different blog titles, news feeds, events. How do I set it up in here? So, so right now, by default, this is what's on the site. So, if I wanted to add more into to there into the site without removing it, or do I have to remove these and then create new. Is that the situation?
2:06:24
So I would, I would probably leave those for right now as kind of a guide for yourself,
2:06:31
right? Right. Because
2:06:32
once you do delete them, there's no way to bring them back.
2:06:36
Exactly. So how would I go ahead?
2:06:39
Yeah, I would just leave those. Let's see here. You're under the blog section. Let's see. So what you're going to do? You want to create it under your business, correct, John?
2:07:12
Yes.
2:07:13
Okay. So what you'll do is you're going to you you have to go to the businesses section, and you'll have to find your listing and edit your listing because the blog post is blog posts are specific to each business, right? And and events are specific to each business.
2:07:34
Okay, so I would have to create a listing for for my best local service guide. That makes sense. Create a listing in here, and then I would. Okay. All right. Good. Got you. All right.
2:07:48
Yep.
2:07:49
Good to go. And then once
2:07:50
you go into that listing, then you'll see the settings. You'll see there's a blog setting in there. There's an events setting in there, and that's and there's a add blog, add events button inside there. It's not under free, so you have to go. Do you have any businesses that are marked?
2:08:07
Yes, yes, I do. Yes, I do. Back.
2:08:12
So if you just find one that's premium, that one's free. Yeah, click on premium accounts right there at the top. There you go, and then just edit next to one of those, and then see where it says. Oh, it must not be turned on for this
2:08:31
one. Okay. So
2:08:32
what? That's the other thing. So under plans, you'll have to make sure that under your premium plan. So click on the one that says Philadelphia local spotlight. Yeah, click edit next to that, and then scroll down, click the next button, and then go through this list. You'll have to look for blogs and events. There it is. It's turned off. Yep. So you need to turn that on to have access to the settings on the back end.
2:09:01
Yep. Same
2:09:02
with events. And now, when you go to a a business listing that is subscribed to premium, you'll see blogs right across the top. See it number four.
2:09:17
Yes. Okay. All right. Great. All right. No problem. Okay, needed this today. Yes, yes. Thank you. All right. Thanks a lot, John. Thank you. All right. No
2:09:30
problem. All
2:09:33
right. Got. Yeah. Just go ahead and click the stop share option. There you go. Perfect. Right. Is it Shmack? Hi,
2:09:46
Ashley. Um, Alex. Hi. Oh. Okay.
2:09:49
Perfect. I'm doing good. Hi.
2:09:52
Good. Thank you. So I'm following up with the Mike's questions. Um. The I'm his partner. And I I was just he was asking about the email, so I don't know if I can show you what I really meant with the templates.
2:10:10
Okay. Sure.
2:10:14
Let me. I don't know if you can see my page.
2:10:20
Not yet.
2:10:21
I don't know what why 70. Okay, it's okay. Okay, you can see it now. Yes.
2:10:30
Yes. Yep.
2:10:32
Okay. So here I am. So this is the the the email that they have received. This is because somebody claim Create the new business themselves, and they hit like submit, and this is the email they they receive like welcome your promotion has started, and this is like a generic and wherever I I have looked everywhere under the templates and I find it because I have edited them, all of them. I have edited all of the templates that I have available, so I don't know where, how to fix this, or where to find it to to to to change it.
2:11:16
Got it. Okay, let's look under. Go to your automations for me, please. That wasn't for a user; that was for a business. So let's go to Smart Directory AI workflows. Yep. And so the system workflows. Yes. Yep. And let's hear claim request approved note. objected. Listing upgraded to premium. That's not it. New business. I think it's. It might be new business request. Go ahead and click on that one. Okay, click on email
2:12:01
because it's already linked with um with my template, and I did check all I this part also, and they all have my my template. I don't know where it is. I cannot click on execution
2:12:14
logs. Can you click on execution logs for me to see it? Because that was no right there. Right, you're you're in the right place, right at the top, top of the page.
2:12:22
Execution logs. Okay.
2:12:25
Yeah, yeah. What was the name of that person? Allison Lens. Yeah. She. So she did go through this. Oh. So the email was skipped. Can you click on View Details? Why did that email skip for her? Oh, D and D is on for email. Okay. So she either unsubscribed from email. No,
2:12:43
it's because like if you see there's two of those Allison lens, it's the the it creates always double. Is one like it's a user, one is the other one, right? Like the one that can really manage. So this is the this should be the the one that she really receive,
2:13:06
right? Correct. Yeah, but the email wasn't sent from this one, so we need to find out what other workflow she was in. So what we can do, we can actually just go to her contact record to look that up. Okay, because here's another
2:13:20
one. Here's there's four of her. I don't know if you want. It's not four
2:13:24
of her. It's the it's showing the progression of what happened in this automation. So you can see the very first entry added to workflow, second internal notification, and so on and so forth. But yeah, let's go to contacts and let's look up Allison. There she is. Okay, and then they moved it. I think it's. Can you click on actions for me, right underneath? So right underneath. Yeah, right there. Okay, and click on workflows. Okay, so she went through promotion expiry reminder and claim request approved. So those are the two. Those those are the two that she's in. No past workflows. So let's look at promotion expiry reminder. Let's look at that one
2:14:18
because this is the one I created for for for new customers, but I I shouldn't it shouldn't being added to this one.
2:14:26
Click on builder for me at the top.
2:14:29
Where?
2:14:30
Click on builder at the top. Yep. And then click on send welcome email. And then let's look and see if this is the email. Oh yeah, yep. There it is. Yep. So there, that's where it is.
2:14:44
Yes, but why it's been added to this? It shouldn't happen like that way.
2:14:53
We'd have to look at your trigger. What's your trigger on this workflow?
2:14:57
It should be manual
2:14:59
created. Okay. Yeah. See, that's why your trigger is your trigger is contact created. So as soon as a contact gets created, it automatically gets added to this workflow. So you just need to delete that as your trigger.
2:15:11
So I should delete this.
2:15:12
Yes. Yep. If you don't want somebody to automatically go into this this automation. Yes. No. No.
2:15:19
I don't want to. I don't want to. I want to manually add them.
2:15:22
Okay, so then go ahead and hit save so that that trigger so that that workflow is now saved after you remove that trigger. There you go. Now, now all now all you need to do is update that email here. The send welcome email.
2:15:34
Oh, okay. So I can just take them out manually of these emails also, right?
2:15:40
There's eight people. Yeah, you can see there's eight people that have received this. So, if you want to delete all of those eight people out of there, just go ahead and click on that number eight next to wait 46 days.
2:15:52
Where, where, where? I cannot see. Oh, here.
2:15:55
Yep.
2:15:57
Okay. Yeah, probably most of them are just trials.
2:16:01
Yeah, you can go ahead and just select their names.
2:16:04
Okay.
2:16:05
All of them, and then at the top, you'll be able to click the delete button.
2:16:10
This. Okay.
2:16:11
Yep. And what that does is just removes all of those people out of this automation.
2:16:16
Perfect. Okay. Great. Thank you.
2:16:19
No problem. Yeah. So now that that this automation still still live, so you can see in the top right corner, it's it's still published, but there is no trigger, so nobody will automatically get added here ever again. The only way they can get added here now is if you manually add them.
2:16:38
Perfect. That's exactly what I wanted with this with this workflow, either way, thank you.
2:16:44
So now the only thing you need to do is just go ahead and update that email template, and then you'll be good to go.
2:16:49
Yes, perfect. Thank you. And and one more question, since I'm here, I was I was curious if there's the possibility when somebody claim their listings if they can create their password themselves instead of receiving an email with the with a password.
2:17:16
I think they can hit. They they should be able to just hit the what you call password reset, and yeah, but
2:17:27
the the thing is when when when somebody is trying to log in from from zero, it's like they they they start to fill out all the information and just they don't have the option to put a password there. It just goes straight to fill out the information, your personal information like your your name, your email, and and and for example, if you come here, this is our website, and you try to claim here again, and then no, I'm not doing this correctly. I'll go to somebody like whoever, and then if you try to claim this business, it would just. It's because I'm logging. Okay, okay. So I'm I'm out. Okay, so I'll try another one. So if I try to claim this business, see, and I create and I want to create an account, I don't have an option to to to add a password here,
2:18:29
right? Yeah, and unfortunately, yeah, there there is no setting for that. We auto generate those.
2:18:39
Okay.
2:18:41
Yeah, there's no real.
2:18:44
It's it's okay. It's okay. Yeah. And one more question. The question he was asking about this, like when they try to hit the become a member. Once the question is if they can have the the the check your spams email. Mostly, what I was trying to say is after they hit submit, there's a pop-up window, and if I can add that message to that pop-up window, like thank you for submitting your your form. Please check your emails, your spams, just in case, something like that to to update that message.
2:19:27
Yeah, unfortunately, right now there's nothing. That's why I was saying I think this would be a great addition on the Canny board. So if you want to add something there, that would be my best recommendation because the team does actively check that, and you know every week or every I would say 10 to 12 days is is usually a typical sprint, and then they're going back to that canny board to look at what gets added in the next sprint. So I would say, yeah, get it get it onto that board, and that you want to be able to edit or add something to this form either. On the form or the pop-up,
2:20:02
okay.
2:20:02
Some sort of a disclaimer, yeah.
2:20:05
Okay, okay. And one last question is: I noticed you adding the option to edit a lot of the names here, but if I for example, want to, oh my god, my internet is starting to be slow. But like, for example, if I want to edit the information for for from these boxes, are you going? Are you planning to to add the option to change the the names of how these names are displayed here?
2:20:42
Yeah, I mean that's that's the idea behind it is that we wanted to give you guys all of that flexibility. I don't know if that can be targeted if that specific title can be targeted through CSS, but you can certainly try, and you can use our custom code box for that. And so there's an. I mean, you could try that and see if that if you can get that to update. I don't know if that specific title has a unique ID that you can target. If it does, then you could certainly try that, and that should work. But yeah, the idea is that over time we're going to slowly continue to add to that. And any time that you do see fields that that need the option to be able to edit those, I would say definitely add those back to the canny board and say, "Hey, these these should also be available under the what is it called? It's called the custom name setting. So when you if you add an entry, if you find something that is not editable currently, I would go and add that under a entry on our canny board and just say this label is not editable under custom names. Please make it available. That way, the the team knows, and then they can start to add those in there.
2:21:58
Okay. Okay. Great. Thank you.
2:22:00
Okay.
2:22:02
Okay. Yes. Awesome.
2:22:03
Anything else?
2:22:03
Yes. No, because yes, is is is because of what I have already here. So since you're, I I noticed that you're adding this. So maybe yes, you will keep adding those options as well.
2:22:17
Right. Yeah. Like I said, just if you can, anytime you see a field that that you'd like to be able to edit and that it's not available here, just add that to the canny board and just reference this. Just say call you know custom name option, additional custom name option or something. Call it that. Okay.
And just in the description, just say under custom names, under settings, under custom names, we need the ability to be able to edit this specific title, show a screenshot, tell us where it is. That way, the dev team, when they see that, they'll they'll get that added. They'll they'll know exactly which which title you're referring to, and they can get that added in there. Because the whole idea is is to make it fully customizable for you guys so that you can edit all of these different labels.
2:23:04
Great, thank you. I really appreciate
2:23:07
it. Sure, no problem.
2:23:08
Okay, great, thank you. That's all I think.
2:23:13
Right, Satira.
2:23:16
Hi.
2:23:17
How you doing? It's been a little while.
2:23:21
Yeah, I've just been moving forward. I keep moving one foot in front of the other. That's good. Um, I just have something real, real quick and simple. At least I hope it is. Looking at is it Azer? Is that his name? Is that how he found so
2:23:38
Azer or Azure? Azure, I think.
2:23:42
How did he change the color?
2:23:45
Hello.
2:23:46
Background of his directory is well, you know, the original. It looks so cold. The
2:23:54
color. I'm not sure what what color you're referring to.
2:23:57
When you when he when he was sharing his screen and the directory itself, not the site, but the directory. You know, with dashboard conversations.
2:24:08
Oh, oh, that's inside high level.
2:24:10
Okay, can we?
2:24:13
So yeah, if you have an, do you have an agency account? I can't remember. Do you have your own? Oh, you do. Okay, so that's under the white label settings,
2:24:21
okay.
2:24:22
Inside agency, and it's your. I think it's probably just the custom code box there. I can't remember what it's called. I haven't looked at mine for so long. It's under your settings, company, white label, and it's yeah, there's there's a custom CSS, custom CSS box, and custom JavaScript box there, and yeah, you can do that all through custom code. So there's no there's no like you know editor like real easy simple to use. Point and click editor that High Level has, but yeah, you can you can add custom code to change the the menu colors and all of that stuff.
2:25:10
Okay, so not as simple as I was hoping it would
2:25:12
be. But there are there are there are some people in the community in the High Level community that have created Custom code, and I've seen a couple couple of different tools that make it really easy to update, kind of the side menu colors and all of that. I would just do a search. Are you part of the high level community on Facebook? Yeah, I just do a search in there. Just just type in like custom dashboard, custom high level dashboard, custom side menu, or something like that. There's so many people that have done it. There's and a lot of people give that code away for free, and you can go in, kind of customize it to your liking.
2:25:53
Okay. All right. Thank you.
2:25:55
Sure.
2:25:58
Anything else? No, that's it for now. That was it. Oh, it was easy. All right,
2:26:05
all right, all right, Hazard.
2:26:07
Can you hear me?
2:26:09
Yes, we can hear you just fine.
2:26:11
Yeah. So hi, Ruchika and Jason. So yeah, I I added a smart list and with a new tag. However, I believe it automatically added the business link. Let me share my screen. Can you see my screen right now?
2:26:41
Yeah, it's just pulling up there. It goes. Yep, we got it. So
2:26:43
it's the smart list that I did. So basically, I added a new tag, which is no business link. Okay. Yes. So I have checked it, but that it automatically added the business link. I I don't know why. I think because it refreshed with the new tag, this one. Oh,
2:27:02
cool, perfect.
2:27:04
Yeah.
2:27:05
Okay. Yes.
2:27:06
Yes. So basically,
2:27:08
somehow it triggered that it triggered it. It hit. So maybe when you uploaded this, I don't know, but like when you uploaded it, for some reason, there was an error or something happened, and it just didn't get added at the time. And just refreshing the contact got the link added. So that's great. So yeah, I think this is a great lesson for everyone. Anytime you upload contacts, always just double check that the con that the links have been added. And but yeah, that's great. That's fantastic.
2:27:41
Okay. Yeah. Okay. Thanks, thanks, Jason.
2:27:44
Yeah. No problem. All right, JC. JC, if you you got a question, go ahead and unmute.
2:28:02
Okay, I think I'm mute. Okay,
2:28:04
perfect.
2:28:05
Thank you for for making yourself available for this. This is really helpful. And my question is about creating custom forms. I I try to follow the guidance I got via email and also the help website.
2:28:27
Okay,
2:28:28
but I was not able to create like the terms and conditions page and the contact us form. I have a general idea of what's going on. I I know that I have to download a snapshot and a snapshot, but I, I think I did that a few weeks ago, and when I attempted to down re-download the snapshot, it provided me a scary message saying that the information would overwrite everything, and I didn't want to mess around with. Got it. Yep. Downloaded that in case it was something different.
2:29:05
So let's go ahead. Have you already? Have you so you did import a snapshot at one time?
2:29:12
Yes.
2:29:12
Okay. Perfect. So and have you added that snapshot to your sub account?
2:29:21
Yes,
2:29:22
you have. Okay, perfect. So, and now you just you don't know where to go to find the pages. Is that what
2:29:33
it is? Yeah, I don't know where to create the pages.
2:29:38
Okay,
2:29:38
I can share my screen if that's easier.
2:29:40
Yeah, that'd be great.
2:29:41
Okay. All right. So window entire screen. Screen one. Okay. Let me know when you can see the screen.
2:30:00
Yeah, we can see it just fine. So yeah, go ahead and exit out of that, and so then go into sites for me. You're just there, just just below automation. Yeah, click on sites. There you go. Oh, okay. So I don't see anything here. So you may not have put it into this one. Let's go in the top left. Click on South Bay Service.
2:30:24
Top left.
2:30:25
Yep, top left of the South Bay Service, San Diego. Go ahead and click on that, and then switch to Agency View, and then click on Account Snapshots on the left-hand side, and looks like it got stuck. Go ahead and try to refresh that. There we go, and then click on Imported Snapshots. Okay, there's SDA. So august 3, yeah, I see it right there. SDAI. Oh, that's the AI agent. Okay, so we need to get the other one, Which let's see if I can find it. Snapshot. Hmm. Oh, looks like Richika just dropped it. Yeah, I cannot find it. The search inside that is not very good. Okay. This looks like I don't think this is right, Ruchika. I think this
2:32:03
is.
2:32:05
Yeah, we can. I can. I can kind of hear you. Yeah. What What was that?
2:32:08
I was saying like we updated the knowledge base for this topic. So how to install the app? How to import the snapshots? So everything is included under one topic now.
2:32:21
Got it. Okay, okay. So, all right, JC, can you see? Can you see the chat where you're at right now? The
2:32:32
chat that's in a different window. Let me
2:32:38
for Google Meet. Yeah, because she just dropped the link in the chat, you're going to want to pull that up because we need to import. It doesn't look like you imported the correct snapshot, so you got one, but there's there's one other one that we need.
2:32:53
I'm
2:32:56
trying to find the the chat, but things are. You can
2:33:00
if you stop the share, it might be a little bit easier for you to find. Go ahead and just stop the share temporarily, and then find the chat. Open that link up in your browser, and then you can reshare.
2:33:20
It's in the bottom right. Okay, all right. So should I click to the last? Okay.
2:33:36
Were you able to find that link in chat?
2:33:38
Yes.
2:33:39
Okay, perfect. Did you get it opened up in the browser?
2:33:44
Yeah.
2:33:44
Okay. Great. So let's go ahead and just reshare again. Perfect. There you go. Yep. So what you'll do now is scroll down. Keep going. Quest license import snapshot. So right there, where it says "import the smart directory AI snapshot, go ahead and click on that.
2:34:06
Oh, it's updated a few days ago. Okay.
2:34:12
And then let's see here. Should give us an option. Yes, import now. Custom name. You don't need a custom name. It's fine, perfect. Okay, go ahead and close that box. So you can see it's importing right now. It's not finished yet. That's why it's grayed out. But it's that first one at the very top. There it is. Now it's done. Okay. So now on the left hand side, where it says sub accounts in the left hand gray menu, go ahead and click on sub accounts. There you go. Yep. And then you're going to go to your San Diego South Bay. I think it's that one right there. Yep. And just go ahead and click on the name. Now you don't want to switch to the sub account. So just click on the name for it, South Bay Service. Is that that's where you want to put it in, right? Okay, so click on the name or go into it here. No, no, no, no, no. You don't want to transfer that. Yeah, just click on the name.
2:35:14
The name. Oh yeah.
2:35:16
There you go. And then in the top right hand corner.
2:35:21
Network. top right.
2:35:26
Scroll up for me. That's the maximum. That's it. I don't think you're in the right place. This doesn't look right, is it?
2:35:40
This is yeah. That's something else.
2:35:43
Sub account. Can you do that again? Go back to that sub account. Double click here. Yeah. Go ahead and click on that.
2:35:55
So the service bros.
2:35:57
Oh, there it is. Now there's the action button. Okay, perfect. Now you're in the right spot. So click on Actions, and then click on Snapshot Actions, and load Snapshot. Perfect. And then from this, now we're going to select the imported Smart Directory AI right there. Yep.
2:36:18
July 31.
2:36:19
Yep. Go ahead and click on proceed, and yep, we want all this stuff. This is fine. Go ahead and click proceed, and go ahead and select all and click proceed.
2:36:35
Physical
2:36:38
confirm. So what this is? This is bringing in the website. This is bringing in all your email templates and the automations. Go ahead and click on proceed.
2:36:49
But it won't affect anything in my existing. There's nothing in there.
2:36:54
You you didn't have anything in there to begin with, so you're fine.
2:36:57
Okay. Yep.
2:37:01
So now let's go ahead and switch into that sub account so we can close this window, okay, and then go into this switched into the sub account. Yep. And now it may take a couple of minutes before everything loads, but if you go Under sites, on the left-hand side there. Yep, right down to sites, and then when if we go into funnels, you should see a funnel here. There it is. Yep, smart directory AI. So if you click on that, this is where you'll see your about us, your contact, your terms of service, privacy policy. So all those pages you were talking about, this is where they are now.
2:37:44
Okay, cool. So, in order to can we just make a test, like for example, a contact form. So this is a template.
2:37:53
Yep.
2:37:55
What I'm supposed to do? Open it or check it?
2:37:58
Yeah, you can you can edit you can edit all of these pages, just by clicking edit,
2:38:02
okay,
2:38:02
you can go into each one and you can customize them. So that's what you'll do. So you'll just go back to the training. Now that all this stuff is in your account, now you can just go through, follow the training, customize all this stuff. But this is where it's that's where the all the pages live is right here.
2:38:19
Okay. All right, and maybe like 15 minutes ago, a gentleman was asking you about the the chat, the AI chat. I I was trying to follow, but I got lost.
2:38:38
Yeah, yeah. The the chat. So the first thing that you need to do is create an agent. So that's going to be under AI agents.
2:38:45
Yeah, I think I'm halfway, but it got lost in the process.
2:38:50
Yeah, then you would go under conversational AI. So you got you you have to go through this whole process of training an agent. You know, adding all the details, but under agent list.
2:39:00
Agent list, yeah, and really train an agent.
2:39:03
So go back to conversation AI, and then right next, right there in the center of the screen or to the left, agent list. Yep, go ahead and click on that. Okay, cool. So you've got yeah, you've got one right there, primary. That one set to chat widget, SMS chat. So, what you can do is, I always recommend doing the live chat because that that's so you can test it, you can get the feel of it. So, if you go click on those three dots, and then click on edit, you'll be able to change this if you scroll down. So right, oh, you just passed it. Go up just a little bit. Keep going. Keep going. A little higher. Right there. Right there. Supported communication channels. So right now, the the only channel that you have selected is. The SMS chat, which is fine, but it's a lot easier to test and kind of play around with, so you understand it when you have the live chat option selected. Yeah, so I would do that first. That way, you can test it, then hit save, and then what you'll do is make sure now you go over to sites on the left hand side, and then you'll click on chat widget up at the very top, and then live chat. Okay, that's already created. Perfect. Yeah. So go in there, click on edit, and this is all customized, so like I like I was showing the other gentleman, you can go through here and you can customize everything, all the colors, the pictures, all that kind of stuff, and then in the top right corner where it says Get Code, you'll just get that code, you'll copy that, and then you'll go back into SDAI under the Custom code section. So under settings, yep. Then custom code, and then body code. Scroll down to the next box. Yep, right there. Go ahead and paste that code, and then hit save. And now when you go to your live site, if you go to preview that live site, you should see it. Okay.
2:41:34
Awesome.
2:41:36
Should pop right up. There it is. There you go.
2:41:38
Okay. And the nice
2:41:40
thing about the live chat is then you can kind of test it and just make sure that everything's working correctly and that doesn't need any further training. Obviously, you can open it up to do other channels, but I suggest doing the live chat just so that you can kind of understand how it works first, test it, make sure that everything's functioning properly, and then you can open it up to other channels.
2:42:03
Cool, thank you. That that helps a lot. So the so the last question, if you don't mind. So automations. I noticed that there was a new cool future to to get help from the AI. I didn't notice. I didn't know or realize that that existed a few weeks ago.
2:42:29
If you go into those, into the so go ahead and click on the smart directory AI workflows. You're already inside of it. Oh, you were in. You were already there. You go back into automation.
2:42:43
Automation.
2:42:47
Yeah, just you can click on just click on any one of these, like that new workflow one down there, that draft. Just go ahead and click on that, so we don't mess anything up. But yeah, when you go inside here, there's an AI right here at the top. Is that what you're referring to?
2:43:04
Yeah,
2:43:05
yeah.
2:43:06
So, for example, just while you were helping another person, I realized that I could create a welcome email, and I just gave instructions to the AI To have it, you know, a trigger start when the contact form is created, and then include a sentence saying that they should check their spam folder for their password. But I don't know where that email that that yeah. So this
2:43:44
so that that won't actually work because this this trigger right here that that's for memberships, which is a completely different thing from SDAI. So memberships are for like private memberships, like a it's kind of like a school community or a Facebook group community, and that's what that's for. And then they also have there's like private courses and things like that that you can build out in the membership section. So that's that's the incorrect trigger for that. But yeah, you can customize those welcome emails. But all of those automations are already inside of the SDAI folder, and they're they're already mapped correctly. The only thing you need to do now is go back through the training, and you'll edit each individual email template. You'll add your branding, customize the the text if you want, add your footer like your your signature inside the email templates, all that sort of thing,
2:44:41
and where is that? Can you just give me general? Yeah, if you click
2:44:44
on marketing, click on marketing right above automation.
2:44:48
Okay,
2:44:50
and then you'll click on emails across the top.
2:44:55
Got it.
2:45:01
And then click on templates.
2:45:05
I see.
2:45:06
Yep. So here's all your different templates inside here. So this is what these and and the training will walk you through it. But yeah, you'll come in here and you'll you'll customize each one of these inside these folders.
2:45:19
Oh, I so I was so lost.
2:45:22
That's all right.
2:45:23
All right, that's awesome. Thank you very much.
2:45:26
Of course, yeah, no problem, JC. All right, Satira, I think you're you're gonna you're gonna be the last. I can't believe it's already 1250. My gosh, or actually, it's well, it's later for some of you. It's 1250 Mountain Time, but yeah, we're we're almost an hour over. This is crazy. But go ahead, Satira. How can I help?
2:45:48
Yeah, the snapshot. I have not imported the most recent snapshot in my directory, and I don't want to override what I have already in there is I'm all set up. So what? I guess I I want to know what it is that I'm not going to override. Is there some where it shows you know?
2:46:14
Yeah, I don't know what. Do you know what got it updated, Ruchika?
2:46:22
Sorry, what is it, Jason?
2:46:24
What got updated? The because it's it's showing that the snapshot was recently updated on the 31st of last month. Do you know what was updated?
2:46:36
I believe that's the new free listing outreach automations. You remember that's with the new content. I mean, oh, with the
2:46:44
new content. Okay. Yes.
2:46:46
Yes.
2:46:47
Got it. So, Satira, like basically, what you'd want to do is just go through. Obviously, you know, there's, there's. I don't think there's anything that's been updated on any of the pages, so like in the funnel, right? So there's no need to like bring that back in. So you don't want to, you wouldn't want to choose the funnel because you wouldn't want to override any customization that you've done to that funnel. So I would deselect those. So like you know, like when you go through the import process, you can select or deselect everything.
2:47:22
Okay.
2:47:23
So I would just deselect that stuff. I would go through, and we'll we'll hear. Hopefully, Richie will find out exactly what was what was updated. But if that was it, if it was just the free listing outreach, that's the only thing I would bring in. I would just basically deselect everything, and only select the free listing outreach.
2:47:43
Okay. Okay.
2:47:46
Were you saying something, Ruchika? I
2:47:49
said like that's the only thing that was the only thing. Yep. Okay.
2:47:53
So yeah. So that that that's all you do then. Wasn't there
2:47:57
a a another one before july 31? I I could have sworn there was one meeting before that one, july 31. But after March, there wasn't one in in May.
2:48:20
I'm not sure. What was
2:48:21
that?
2:48:23
Was there another updated snapshot before July 31st, but after March?
2:48:30
No, that that's the only one.
2:48:31
That's the only one. Okay, all right, because I don't think I did March either.
2:48:36
Okay, no, that's the only latest
2:48:40
one. Okay, so the one in March, though, what was do you recall what the updated portion of that one was?
2:48:51
That was also, I believe, a small custom field, not a very big change.
2:48:57
Okay.
2:48:58
Yeah.
2:49:00
Okay. All right. Is that still available to get to, or just the July, or would that be
2:49:07
included in this one? So whichever you see over here inside of the knowledge base, that's the most updated one with everything.
2:49:15
Okay, all right. I just have to make sure and look at each one of those items to make sure. Okay, thank you. Yeah, so I would just double
2:49:23
check the the custom fields. Don't worry about the funnel at all. I wouldn't worry about that. Most of the emails, you're not going to worry about just the the free listing outreach. So you'll you'll you'll look at that and import that. Everything else, and then look at the custom fields, and just make sure that there's no custom field that you that's missing, and that'll be it. Satura, you should be good after that.
2:49:50
Okay. All right. Okay. Thank you.
2:49:52
No problem. Alrighty, guys. I'm going to wrap it up here. We've. We've gone a little bit over, but that's good. We got everybody's questions, so that's the main thing. We want to make sure everybody gets your questions answered. Still have 13 people, I think, hanging around, which is crazy. I appreciate you guys. Thanks for sticking it out with all of us. We're here every Tuesday. Usually, we do about two hours, but we I know the last couple of couple of Tuesdays I've had a couple of prior engagements, so we had to kind of wrap it up pretty quick. But we try to make sure that we get through everybody's questions and and and really help you guys in between now and next Tuesday. If you guys still have questions, that's where the support desk is is here for. We've got a fantastic support desk that's available seven days a week, and we're always here to answer your questions. Ruchika is part of that support team, and she's absolutely phenomenal. As you guys know, I lean on her for pretty much everything. She really helps out quite a bit with our team here. I'm going to go ahead and also drop the link to support in the chat. So if you guys do have questions, you can always go directly to that link. You can fill out that form that goes right to the support desk. Ruchika, Stephanie, everybody's going to be alerted of that. They'll get right on it. We'll we'll create a ticket for you, and we'll get to the bottom of whatever you're dealing with. If there's something that you have that you really need some handholding. You need to share your screen. That's what this is for, right? That's what this whole forum is for. We're here to to kind of allow you that time to go through, share your screen, and let's get to the bottom and answer those questions. So, we appreciate each and every one of you guys. Hopefully, this was helpful for everybody. I think everybody had some great questions today. I hope everybody has a fantastic week ahead, and we will see you guys all next Tuesday. Take care, everybody.
2:51:48
Thank you, Jason. Thank you, Ruchika.