Q&A call - August 25, 2026

Transcript

Jason 0:00
All right, welcome, welcome everybody. This is the SDAI call. Thank you guys for joining us. You guys know the drill, but bottom of the Google Meet window, there's a little hand icon. Go ahead and click that, just like Dana did, and we'll get you guys in order so we can start answering some questions. I do have to run early today, but I've already talked to Rachika. She's going to stay on, and she's going to help answer some more questions after I have to leave. But I'm going to try my best. I'm going to do rapid fire. I'm going to try to get through as many as we possibly can here, and and help as many people before I have to leave. So without further ado, Dana, let's jump right to you and let's get going.

Speaker 1 0:45
Okay, let me share my screen. Still trying to get used to this Google Meet.

Jason 0:59
Yeah, I hear you. I'm a Zoom guy myself.

Speaker 1 1:06
Yeah, me too.

Jason 1:07
I still haven't gotten used to Meet. Yeah.

Speaker 1 1:10
Can you see the new new user created email?

Jason 1:15
I can. Yep.

Speaker 1 1:17
Okay. The issue that I'm having is. This email is okay. This is a test run of it, and this says log in here to get started. Use the email you signed up with. If I click here, then it opens up to the regular contact page, which is not the page that it's telling me to log in here to get started. You know, welcome to Raleigh Thrive. We're excited to have you on board. Here's how to get started, complete your profile, and so forth. But it's opening up to the contact page, and then the second thing, second issue with this email is here's your password, and it's got this short code here, but the password doesn't show up. Can you help me fix either or both of them?

Jason 2:19
Yeah, I'm trying to think, Art. Do you have a? Did you claim a listing with this test user?

Speaker 1 2:30
No, I just registered.

Jason 2:33
Okay, you just registered. Okay.

Speaker 1 2:35
Yeah.

Jason 2:37
And trying to think.

Speaker 1 2:45
This is well. Let me see if I can bring this up. I don't know if this does. This PDF show?

Jason 3:02
I no. We we can just see this the your inbox.

Speaker 1 3:06
Nah. Okay.

Jason 3:10
Okay. No. I'm just trying to think what could cause that. So you went to your live site. You clicked on register.

Speaker 1 3:18
Yeah. This is in the system emails is new user created, and and and this is the email that shot off. The first email that I received said, "We received your business listing request here. Thanks for submitting. We've received your request and so forth. And right after that, this email was received.

Jason 3:54
Rachika, am I am I missing something? Is there something here that you can think of? Why

Speaker 2 4:00
that? I think we can check the contact, like if the consumer tag is added properly, and if the

Jason 4:08
password got added there. Yes. Okay. Let's. And you

Speaker 2 4:13
see, it's location website. Superbly, that link is coming from the location website with the contact. So that also we need to check on the location because that link shouldn't be the contact page. It should be just the website.

Jason 4:27
Should just be the website, right?

Speaker 2 4:29
Exactly. Yes.

Jason 4:31
Okay. So let's yeah let's back out of this, Dana, real quick. Let's go down to settings in the bottom left, and then we're going to go to business profile here. Let's check the location website. Okay, so there's your location. That's where that contact is coming from. So I would remove that. See where it says business website? See that in the kind of the center of the screen there? Yeah, right, right there. I'd go down a little further. Right there, you just missed it. Yep, right there. Nope, down one more. Right there. See how it says contact? Uh huh. I would, I would delete that. That's where it's pulling that contact page from.

Speaker 1 5:13
Oh. Um. So yeah. Just

Jason 5:18
yep. Just remove that and then hit update information. There you go. So that fixes that. Then let's go back. Let's go to into the contact. So hit the go back button, top left. Yep. And then let's go to contacts. And then let's find the user. Nope. You're still under marketing. Yeah,

Speaker 1 5:44
I I may have deleted my contact information.

Jason 5:52
Oh, you did okay.

Speaker 1 5:53
Yeah.

Jason 5:57
So what you'll want to do is maybe run that test again, and then we want to make sure that the consumer tag is being added correctly to the contact. And then inside the contact record itself, a password should be generated and stored. There's a password field, custom field inside the contact record. So you can click on any one of these. Just go ahead and click on one of these here. Yep, go ahead and click on that contact, and I think it's under additional info. But on the left-hand side there, under contact. So there's your basic contact info. If you scroll down, and I think it's under additional info. Yeah, it should be in here. Thank you. There it is. Password. See that. So that's where the password will be stored, and that's where it's going to pull from to show in the email. So when you run that test again, see if first see if the contact gets created properly in the contact section, then see if the consumer tag gets added to it, and then we need to see is the password being generated and stored in this field. So those are the things that we need. We just need to test. So what we could do is if you if you did already delete that contact, then we can circle back around to you. Just go ahead and create a new contact. Go through that process again, and just check all those things first. And if they're still all missing, then just raise your hand again. I'll circle back around. Okay. Does that sound good? Will do. Okay. Awesome. Thanks, Dana. Right, Bill. How

Speaker 3 7:42
are you?

Jason 7:43
I'm good, Bill. How you doing?

Speaker 3 7:45
Good. A few questions I've gotten stuck on. Main one is I wanted to set up a calendar appointment.

Jason 7:56
Okay.

Speaker 3 7:57
I thought it would be built in somewhere, but I can't find it. I I put in the calendars, but I don't see any any way to use it. And then somewhere along the way, I saw something with Zoom, and it it said I have to connect Zoom, and I couldn't. It's not an integrations. I don't know where to connect Zoom?

Jason 8:21
Okay, yeah. Well, why why don't you share your screen? We'll we'll jump right in.

Speaker 3 8:26
Okay. As soon as I can find share. It

Jason 8:56
looks like a little, like a laptop screen. There you go. Yep, you got it. Okay,

Speaker 3 9:01
you should see the workflows list.

Jason 9:03
Yep, got it.

Speaker 3 9:04
Okay,

Jason 9:07
so go go ahead on the left hand side, go into calendars. So you should be able if you scroll up towards the top. There it is, right there. Yep. And so the first step is going to be go to calendar settings. Oh, it looks like you've got something connected here.

Speaker 3 9:25
Yeah, I I got the calendars connected.

Jason 9:28
Okay, cool.

Speaker 3 9:30
My my Google calendars. So

Jason 9:33
go ahead and click on

Speaker 3 9:33
and now see my schedule. Click on calendar

Jason 9:37
settings at the top for me.

Speaker 3 9:39
What at the top

Jason 9:40
in the calendar settings. Yeah, right there. Perfect. Okay, so let's get calendars. Let's wait for this to load here, real quick. Okay, there it is. Appointment booking. All right, so you can see status. Is inactive on this calendar. This is set up as a round robin. Is that the way that you'd like this to be?

Speaker 3 10:06
No, it should all just go to me. I I didn't. I don't think I set that up.

Jason 10:11
Okay. Well, let's go ahead and set one up for you. This one says it was august 24 that that was created, which

Speaker 3 10:19
is that when I added the AI in the for the for the directory?

Jason 10:31
Okay. So yeah, so that probably created that calendar. So let's just create a new one. This one's inactive anyway. We'll just leave this one alone. Just go ahead and hit the new calendar button, and then I would select the personal booking because, like you said, this is just going to be for you. So you give it a name, whatever you want to call it. Could be discovery call, could be whatever whatever you get, whatever you call your your first meeting. Yeah, short meeting. That's fine. Doesn't matter. And then down under duration, just go ahead and and select that. If it's going to be 30 minutes, 15 minutes, perfect, awesome. Scroll down and go ahead and hit confirm for me. Okay, and then close this window, and then just hit the little pencil icon next to short meeting over on the right. We'll open this up real quick, and so I'm gonna I'm gonna breeze through all this stuff. You can you can get as detailed as you want here. You can come back and add anything you want, but the top that's your logo. If you want to throw in a logo, you've got a box down here for description under the calendar name. So that's like if you want to give a little bit more context as to what the meeting's about, if they need to prepare for some for the meeting, if they need to bring anything, that sort of stuff, right? And then scroll to the bottom for me, and then you've got your meeting colors if you want to change that. This meeting invite title. This I will have you change. What I like to do for this because this is what shows up on your prospects calendar. So right now, what what the only thing that's going to show up on their calendar is just their name. So they have no context as to what this is. All of a sudden they'll just look at their phone and they'll just see their name on their calendar, right? Which doesn't make any sense. So what I like to do is I like to use the that dynamic field because I like to use that for me. So I leave contact name, and then usually I'll put a hyphen after that, and then I put what the call's about, so then I put. So usually it's like their name, what the call's about, and then who the call's with, which is my name. So right in there, usually what I would do is I'd put their name hyphen 15 minute short meeting, if that's what you call this, right? Like 15 minute meeting or 15 minute short meeting, and then I put another hyphen, and then I put my name, and that way, when I look at the calendar, I see their name. I go, okay, cool. I'm meeting with Bill next, so that that the name helps me, and then the rest of that context helps them, right? So that that's how I set up those titles. So then, go ahead and just hit Save Changes up in the top right. Just add a character that this little this this URL doesn't matter. So you could just add anything. There you go, and hit Save. Perfect. And then we'll go to Staff and Location. So we've got Bill in here, which is perfect. Let's go ahead and hit. Oh, what we need to do. Oh, I'll show you where to connect Zoom. We'll connect Zoom, and we'll have to come back here. But click on availability. That's the next thing I want you to check real quick. Is availability?

Speaker 3 13:56
Yeah, and I set that up just one to five every day.

Jason 14:00
Oh, perfect. Okay, so we're already done there. Okay, so then what we'll do? Let's exit out of this. Go over on the left-hand side in the dark blue menu. Click on My Profile, and then scroll down for me. And right here under Calendar Settings, click on Video Conferencing. So you've got Google Meet set right now, but you can hit Add New, and there'll be an option for Zoom.

Speaker 3 14:32
Okay,

Jason 14:34
and then it'll just have you log into Zoom real quick.

Speaker 3 14:51
Okay.

Jason 14:53
Perfect. You're connected. Okay. So now let's jump back into the calendar. So on the left-hand side, you see calendars, right there. Perfect. Then we'll click on that same short meeting calendar. Go click edit again on that one, and then we'll go to I think it's under staff and location. I think it was that next setting. Yeah, that's it. So meeting location. So where it says custom, go ahead and click that, and then select Zoom. There you go.

Speaker 4 15:28
Now, yeah,

Jason 15:29
now that

Speaker 3 15:30
it just didn't work with Zoom. Yeah, yeah.

Jason 15:34
You have to you have to connect Zoom first, and now yeah, just hit save changes there. Boom, you're done. So that's all set. Now, what I would do is obviously you can use the temporary URL that High Level gives you for these calendars, and that that works totally fine. Or you can embed this calendar on your website, or you can embed it on a page, one of the SDAI funnel pages, so that it could show up on the SDAI site. Totally up to you, but you got three options.

Speaker 3 16:09
When I'm setting up the agent, it will automatically. If if someone says they want to make an appointment, it'll.

Jason 16:17
You have to tell the agent. So there's a there's a space in the agent settings, where you select which calendar, and you'll just select this one right here. You're you're already connected to this calendar, so you just need to tell the agent, hey, check the 15 minute short or the the 15 short meeting calendar, whatever we called it.

Speaker 3 16:35
Okay, yeah, I can just add another for a longer meeting.

Jason 16:40
Exactly. Yep.

Speaker 3 16:41
Where do I find the URL for it?

Jason 16:44
So you just exit out of this. So up in the top left, where it says "Back to Calendar List. Yep. And then over on the right, next to "Short Meeting, you'll see the little arrow. That's the share icon. If you click that arrow, it's pointing to the right. Yeah, right there. Yeah, click that, and there's the there's the link.

Speaker 3 17:05
Okay. All right, great. So I have a number of people who signed up on the Facebook thing that I wanted to set appointments with. So

Jason 17:16
there you go.

Speaker 3 17:17
This will do, and I can just put it into into a work workflow, and just add a page for it or something in the workflow.

Jason 17:31
So, if are you talking about notifications, calendar notifications?

Speaker 3 17:38
If I want, if I want in a workflow for someone to be able to make an appointment.

Jason 17:47
You could, yes. When I'm finding,

Speaker 3 17:50
hey, we need to go over your listing,

Jason 17:53
right? So what I would do then is in the email inside the workflow, I would I would write some copy inside the email that says, "Hey, if you want to go over it, click this link to schedule an appointment. So that that's how you would add it. So it would be inside of one of the messages. So inside of an email message, inside of an SMS message, if you want to book an appointment, click this link.

Speaker 3 18:17
Okay. So either click that link or set up a page with it embedded.

Jason 18:22
Exactly. Yep. Yep.

Speaker 3 18:24
Okay.

Jason 18:25
And then if it's embedded, you just take whatever link that is, right, and you use that.

Speaker 3 18:30
Yep. And then another question before I screw everything up: Is there a way to do a backup of all my information and and go high level?

Jason 18:40
Um. You mean all of your your CRM data, like the contact data?

Speaker 3 18:45
Yeah, and all the setups and everything else.

Jason 18:48
No, unfortunately, there's not. I mean, I know that they back it up, but there's no way for us to do like an external backup of the system right now. What what you can do though is you can like basically create a you can create a snapshot of your own account, which is kind of a copy of all the settings and everything that's in it. So you can do that at any time, and then additionally you can go to the contact section and just export all of your contact data along with every single field that you've captured information on. You can export that to a to a CSV file, so you could do that periodically. But yeah, there is no automated backup system.

Speaker 3 19:36
Okay. All right. Great. I'm sure I'm going to have more problems in the next week. So,

Jason 19:43
okay. Well, we're here. We're here to help. Yep, no problem, Bill. All right, Carlene, you're up next.

Speaker 5 19:53
Hi, thank you. So I have a couple of issues. Where am I? I'll share my screen.

Speaker 1 20:03
Sure.

Jason 20:10
Oh, Bill, I think you're still sharing, Bill. Oh, there we go. Cool, awesome, Carleen. We got your screen. Perfect.

Speaker 5 20:19
Okay, so I've set up these emails, but I notice that the link to the directory says preview dot easy directory as opposed to my directory name, Harringay Local.

Jason 20:40
Okay, and this is this the template? What is this? This is yeah. This

Speaker 5 20:48
is the the free listing outreach. Okay, and you know we I followed the videos to set up the emails, and I'll just go back one, so you can. Yeah, go

Jason 21:02
back to the. Where is that link? I don't see

Speaker 5 21:11
the. Oh, there it is.

Jason 21:12
Contact dot business link. Okay, got it. Okay, I think because you're in preview mode here, that's probably why that's showing, but let's double check. I'm pretty because we already connected your domain, right? Your domain's already the the site's live. Then yeah, I don't believe that'll show. I think I'm pretty sure the correct link will show once you send an actual email to an actual listing. Now you can test this yourself, but what the way to do it is you have to create a a listing, obviously inside of the directory, and then that test listing cannot be connected. It can't be claimed. So you like you have to make sure don't claim it, don't associate it with any other contact. But you can create a a test listing, and then email yourself, and you should see the actual listing URL on your domain, not the preview.

Speaker 5 22:10
Okay, so how can I test this now? What what should I do?

Jason 22:14
So exactly what I just said. So we'll we'll go and we'll just create create a fake business.

Speaker 6 22:20
Okay,

Jason 22:24
and you'll add the business tag to it.

Speaker 5 22:28
So just add a contact, yeah.

Jason 22:31
Yep. Now you do need you will need an email address though too, so that can't be associated with any other contact that's in here.

Speaker 6 22:41
Okay. Do you have an

Jason 22:41
email that you haven't used before?

Speaker 5 22:44
I I think so. Let me just check. Okay, so we'll just call this business green break. Alrighty, and

Speaker 1 23:03
perfect. The

Speaker 5 23:05
email will just be my hotmail email. I don't believe that one is there.

Jason 23:11
Okay,

Speaker 5 23:12
move this. So, And then this location does not allow duplicated contacts, right? So

Jason 23:26
that means that either the phone number or the email is being used somewhere. So you could try deleting the phone and see if that's what

Speaker 5 23:38
it is. Oh right, yeah.

Jason 23:43
And then try adding that email back in. There you go. Now see if that works. Okay, that worked perfect. So now you'll want to add that business tag. Yep. There You go perfect, and then let's go to the live site. Let's just make sure a listing got created for Green Bakery.

Speaker 5 24:09
Okay, this is the other issue that is still there, but okay, let's deal with this one first. Green. Green Bakery.

Jason 24:26
Perfect. Okay, so if you look up in the in the browser, we can see the we can see your URL right there. Detailed page, Green Bakery. Perfect. Okay, so that's the that's the URL that we should see in the email,

Speaker 5 24:44
right? I'm with you.

Jason 24:46
Got it.

Speaker 5 24:47
Yeah. So now

Jason 24:47
what we're going to do is now we'll test it. So we'll send that email to ourselves. We'll send ourselves your hot. We'll send an email to that hot Hotmail address. You'll send the. What is it? The free listing outreach email.

Speaker 5 25:06
Um. Oh, sorry. I don't know how to get rid of this. Sorry. Just

Speaker 4 25:11
close that.

Jason 25:11
You can close that box. It won't. It won't exit you out of Google Meet if you just close it entirely. Just hit the X.

Speaker 5 25:18
All right.

Jason 25:19
Yep. You'll. You're fine. Yeah, just hitch. There we go. Perfect.

Speaker 5 25:25
Okay. So, what do I do now?

Jason 25:28
So now we just need to send ourselves that email. So we can go to the smart directory. Go to free listing outreach. And then let's see here. I think it's the second email, isn't it? It's the second email that's got that claim your listing. Well, actually, what email were you showing me? Was it the claim your listing email? It was right.

Speaker 5 26:00
Yeah, free. It was this one.

Jason 26:08
Free listing outreach four. Let me see. Is this that this one is free listing outreach? Okay. Yeah, that'll work. It doesn't matter. Okay, so let's go to let's go to the actual workflow itself, and we'll just push the contact through that. Go to automation, free listing outreach. So smart directory AI. Yep, and then outreach workflows, and then free listing outreach. You can do that first one up there at the top. Perfect. And then go where it says test workflow in the top right, and then select the contact. So go ahead and find your green bakery. There it is, perfect. Go ahead and hit run test. All right, and then just refresh the screen. We should see your user here. There it is. On wait two days. So right there, go ahead and click on it. Yep, and then select the contact by checking the box next to Green Bakery on the right there. Perfect, and then the little person icon looks like he's running. Just go ahead and click that, and then hit move all. That's going to move him to the next step. Perfect. Okay, so now let's go ahead and check your email. And you should have two emails. You should have this first email and the second email inside the Hotmail inbox, and we'll check to make sure that the domain is correct.

Speaker 5 28:04
Radio, okay. One sec.

Jason 28:08
Yeah, you can stop presenting right now. Yep.

Speaker 5 28:10
I'll just go check in that hotmail So I don't see a link in the first one. Let's look at the second one. I don't see a link at all.

Jason 28:47
Should be in the second email. I think the first one, if I remember right. Let me check it. Email two.

Speaker 5 29:00
Um. So the first one says your free listing is live. Please confirm your details.

Jason 29:10
Right, and the second email should be click here to verify your listing. Right.

Speaker 5 29:17
I run a business directory. I'm currently finalizing your free business listing, and just want to make sure I have the correct details. Aim of Harringay Local is simple. Could you please check that the information below is correct, and it just has the inform. I'll just one second. Just be easier if I share this bit.

Jason 29:49
Did you get two? Because you should have received two emails.

Speaker 5 29:54
Yeah, I did. Can you see this one?

Jason 29:56
Yep. Yeah. So the link is not in the first one. The link is in the. Second one,

Speaker 5 30:01
so this is the second email.

Jason 30:03
That's the second email.

Speaker 5 30:05
Yeah.

Speaker 2 30:05
Um, Jason.

Jason 30:06
Yeah.

Speaker 2 30:07
The link is in. I believe it's in third or fourth.

Speaker 5 30:13
Sorry. It's

Speaker 2 30:13
not in second. Um. Oh. Like which automation did you try? Did you try new?

Jason 30:20
Yeah. Did you try? new. I think we did. Yeah, that's the problem. I was looking at old. I I totally forgot we changed it.

Speaker 5 30:30
Perhaps so. I need to. All right. So I need to go go back. Sorry. Let me just share so you can see what I'm doing.

Jason 30:39
Yeah, we're at the forward. Yeah, you're right. It's in the fourth email. One, two. Yeah, it's in the fourth

Speaker 5 30:47
one. Okay, so we just go back.

Jason 30:50
Yep. So it has to go to email four.

Speaker 5 30:54
So it's marketing services push. Yeah.

Jason 30:57
Nope. It's the number one free listing outreach, new and improved. The very first one. Yep,

Speaker 5 31:06
that's where we were, and there wasn't

Jason 31:09
right. So you got to go ahead and push, click on that again, and then see the little person icon scroll down right there. So you go ahead and click on that one person icon, do that same process again. We got to push them through two more emails.

Speaker 5 31:28
Okay.

Jason 31:31
Yep. Go ahead and select it.

Speaker 4 31:35
All right.

Jason 31:38
There you go. And then, and then once he gets to the next one, then we'll push it one more time. Then he'll get the fourth email, which has the link.

Speaker 5 32:17
Radio. So now I need to go back to my hotmail, I just stopped sharing. So I should have received more emails. Yeah.

Jason 32:30
Yep.

Speaker 5 32:32
So it will be the. Let me just have a look.

Jason 32:37
Should be the last one. All

Speaker 5 32:40
right. There is a link. Let me just show you. So here is a link. Here. So that's what we were supposed to see. Perfect.

Jason 32:58
Yep.

Speaker 5 32:59
Okay.

Jason 33:00
Here it is.

Speaker 5 33:01
So fantastic! Thank you very much for that. And then coming back here, I'm still having an issue with the. Oh, hang on! Not showing now. Did you see the oops sign that I had here before?

Jason 33:29
Yeah. Were you able to connect with Rachika on?

Speaker 5 33:34
Yeah, we did, but it was still not showing. But now it's-I don't know why it's gone now. But you saw that I showed that earlier, yeah.

Jason 33:42
Yeah, yeah. Let me let me see if I can pull it up on my side.

Speaker 2 33:47
Um, Jason, the issue is still with the dev team.

Jason 33:50
It is.

Speaker 2 33:51
Yes, and Caroline, I have sent you a reply on that same ticket, so maybe you can check and share the access, which is required, and I mentioned in that ticket as well.

Speaker 5 34:05
Right. Okay. So I I don't mind that the the oops message is no longer here because that looks better. How can I do that for the other listings? Because I think I have that oops for other people as well. So did you do something your end to remove that, is it not showing? But it was just

Speaker 2 34:25
that is the. I think that is the internet thing on your end. Yeah, I

Jason 34:30
just pulled it up on my side, Carlina. It's showing for me.

Speaker 5 34:34
It's showing for you, right? Yes. Okay. So yeah, because this has been going on for like three weeks now, so I'm just getting a bit frustrated,

Speaker 2 34:44
Colin. Can you check the ticket and reply me back on that so that we can speed up on this

Speaker 5 34:50
one? Okay. Yeah, it's just frustrating because somebody wants to launch me a co-working space one. To do a launch, but it's not going to look good if I have that radio. Okay, you want me to go and check my ticket now?

Speaker 2 35:11
You can do that later as well. We just need your access. That's it. Yeah, the dev

Jason 35:17
team. Oh, sorry. Go ahead.

Speaker 5 35:19
Sorry. What is it that you don't have access to

Speaker 2 35:24
for Google Cloud Console account? And I shared Belper's email as well, so you just need to add him to your project, and that's it,

Speaker 5 35:34
right? So that

Speaker 2 35:35
he can get the access. Yeah.

Speaker 5 35:37
Alrighty. Okay. Thanks for your help. Thank you.

Jason 35:41
So what I would do, trying to think what you could do, Carleen. Obviously, we understand. Like I know, like you said, you want to launch with this with this co working space. Definitely get on that ticket right away. Get them get the Google Cloud access that the team needs, so that they can work on that, and then what you could probably do in the interim, Richika, correct me. Let let me know if this. I mean, I I think this will be fine. Actually, let me ask this: Do does the dev team have access to your Your high-level account. Yes, Carleen. Do they have access to your high-level account? I I

Speaker 5 36:30
don't know. I presume you

Jason 36:32
do. Okay, so you're on. Are are you? Do you have your own high-level account, or are you under SDAI with your with your?

Jason 36:40
Okay, perfect. So we already automatically have access. So great. So what my my suggestion was just going to be just to remove the the Google Maps API keys for right now because if you remove those entirely from the back end of SDEI, that oops map, that whole thing goes away. So you don't even you don't you won't see it at all if you just remove the keys, so get them, get the team the access that they need. You can remove the keys, you can move forward, and you don't have to worry about that not showing. Nothing will show right now until it gets fixed. But at least you're not seeing that big, you know, oops, something went wrong screen.

Speaker 5 37:17
Radio, because I think Rushika and I had done that and it was still showing.

Jason 37:24
It's probably cached. That's probably why. So you probably didn't leave it long enough. Yeah. If it if you can't if once you remove it, it should disappear.

Speaker 5 37:34
Radio. Okay. So that's under smart. How do I get back to that now? Is it smart directory? Um. business is it dashboard and business? How how do I get back to that point where I can remove?

Jason 37:48
Yeah, I'm I'm doing it right now. It's under it's under branding, I think.

Speaker 5 37:54
Under branding, I can share.

Jason 37:57
Oh, actually, no, wait, no, it's under. Yeah, it's under settings. Sorry, yeah, don't don't share your screen because we don't want you to expose the keys. But yeah, you'll just go to settings, and then it's going to be under integrations, and that's where the keys are stored.

Speaker 5 38:14
Radio. Okay. Okay. Yeah. But yeah,

Jason 38:17
definitely get back to Rachika as quickly as you can and get them the access so they can get into your Google Cloud account and figure out what's going on, so you can get that resolved ASAP.

Speaker 5 38:27
Okay, then I will do it. Thank you very much. Awesome,

Jason 38:30
thanks, Carleen. All right, Alicia, how can we help?

Speaker 7 38:37
Are you able to hear me?

Jason 38:39
Yes. Yeah, we can hear you. It's it's a little low, but we can hear you. A

Speaker 7 38:45
little louder. So, two issues. But the first one, the most important one for me, is on my my my directory site. For some reason, even though I've added the listings. It's showing like the location and the picture, like their their photo, but it doesn't show like the phone number or like any of the other business details. Got it. And I'm not sure how to fix that at all.

Jason 39:17
Yeah, typically what we see that that's an issue with the plan that the listing is associated with. So you have different plans, and inside your different plans, either a free plan or a paid plan, you can turn on or off any of the the details that show on a listing. And so that's probably what it is. It's most likely it's just been turned off in one of those plans. And so all we got to do is go into the plan itself, and then turn that on, and then you'll see it show up on the front end.

Speaker 7 39:47
Okay, so I have I've I've added some premiums like feature businesses. None of them show.

Jason 39:56
Okay,

Speaker 7 39:56
at all.

Jason 39:57
Can can you share your screen? We can take a look.

Speaker 7 40:00
Yes.

Jason 40:01
Okay. Perfect.

Speaker 7 40:02
Let's see.

Jason 40:09
Awesome. Okay. So let's go into SDAI. So over on the left. Yep. There you go. And then click on Plans at at the top there.

Speaker 4 40:34
Okay.

Jason 40:35
And then okay, so you got one. What is that? The trade map spotlight. So let's go ahead and click on that. Click edit.

Speaker 7 40:43
Edit.

Jason 40:44
Yep. And then let's scroll down. You go to the next page. Perfect. Okay. So this is the list. This is what I was talking about. These are the different toggles. So yeah, it looks like for this one everything's turned on. So it looks like everything's on and showing for this plan, or it should be, but maybe it's the free plan. So if you close this

Speaker 4 41:07
one, okay,

Jason 41:08
we can look at your free plan and see what might be turned off. Just close out of that box,

Speaker 4 41:13
okay,

Jason 41:14
and then just go to your free plan. Yep, and then hit that next button.

Speaker 4 41:20
Okay, there you go. Okay,

Jason 41:21
so this, there you go. So phone, website, those are both turned off. Yeah, pretty much everything's turned off. Yep.

Speaker 7 41:27
Okay, so this will fix that

Jason 41:31
perfectly. Yep.

Speaker 7 41:32
Try that. Sit here. And is it for both or included? Okay. So

Jason 41:38
yeah, yeah. So yeah, you've got two columns. You got included, and then what shows? Yep.

Speaker 7 41:43
Okay. Okay. So let me let me check it. I didn't want to do all of that number of days. The trial. I don't do that yet. Okay. I just want to preview it really quickly and see. Of

Speaker 4 41:58
course. Yeah. All right.

Speaker 7 42:08
And then my other question, I I noticed when I was I was walking through the workflow when you were helping the other young lady, and so I've built out all my templates. Like I went in and I, I for the outreach, but I guess I haven't synced the email template to the workflow.

Jason 42:34
Okay.

Speaker 7 42:35
So that was like my other issue. It should be automatic. I just noticed that one.

Jason 42:41
It should be automatic, like if unless you've changed, if you created a new automation. But if you're using our automations from SDAI from the snapshot, then everything's already connected for you. The proper emails are already inside the the correct workflows.

Speaker 4 43:05
Okay. Let's see. No.

Jason 43:15
Yeah, that looks like a free list.

Speaker 7 43:20
So, still isn't showing like the phone number. It's just showing this, which

Jason 43:30
is. So let's go back into let's go back into Smart Directory for me. Just keep this page live for a second. Go back into Smart Directory. Go back to plans. And then go to free, and then yeah, hit that next button one more time for me.

Speaker 4 43:55
Okay.

Jason 43:57
Okay. So phone. Okay. Yeah. Put put that you want to show that next to phone, so everything that you want to show, yep, that you want included, right? Turn those on. There you go.

Speaker 4 44:10
Profile image, cover image. Okay.

Jason 44:17
Now hit submit. Now let's go back, and we'll refresh. Now, obviously, they have to have those. You know, like an email has to be saved, a phone has to be saved, all those things. But go, go, go back to that tab up there at the top. Oh, you're just reloading it. That's fine too.

Speaker 4 44:33
Oh, thank you. I forgot I already had it opened. Okay.

Jason 44:40
You might have to refresh, but let's go ahead and just click on that same listing if you want. See if they've got because those are free listings down there. Yep. Okay. So go ahead and refresh this and see if they have any. Okay, so they may not have a phone number saved. Let's see if we can find. Let's look for a different listing. Those are the featured ones. Let me see here.

Speaker 7 45:22
So yeah, wait. Oh, that's the feature. So here, I'm sorry. Here's the free one. Okay, and no, it still says the same thing. Did

Speaker 4 45:36
I do wrong?

Speaker 2 45:42
Hmm. Jason. Are we checking for the phone number?

Jason 45:46
Yes.

Speaker 2 45:47
Did we toggle the included?

Speaker 4 45:51
Yes. Yeah, we did.

Speaker 2 45:54
We saved that. Okay.

Speaker 4 46:03
Hmm. Okay. So let me go back look at it again. I don't know.

Jason 46:14
Yeah, I'm just trying to see if there's any

Speaker 4 46:16
site profile. Something's got

Jason 46:30
to be off because even your I'm on your website on my side, and even your featured listings, nothing's showing for your featured, and everything's turned on There. Do you see that, Rachika?

Speaker 2 46:50
What is the domain? What do you say there?

Jason 46:53
It's MichiganTradeMap.com. Yeah, and if you go to any of her, like even her featured her premium listings, even though she's got everything turned on, there. The only thing I can think of, actually, here let's try one more thing. I've got an idea, Lisa. Go to businesses. Go to yeah. Scroll up for me. Oh, go to the businesses tab.

Speaker 4 47:29
Okay.

Jason 47:31
And let's see. Plan not subscribed. Okay. They're not on the. That must be why. So we add them.

Speaker 2 47:55
There are just three premium accounts.

Jason 47:58
What's that?

Speaker 2 48:00
There are just three premium accounts.

Speaker 4 48:02
Yes,

Speaker 2 48:03
only three are featured.

Jason 48:05
Right.

Speaker 4 48:05
Yes,

Jason 48:10
but nothing's showing. I'm not seeing anything showing for those.

Speaker 2 48:45
Um, we can check this. Do you have a ticket open for this one?

Speaker 7 48:51
Me, I do. I I submitted one last week. Okay.

Jason 49:10
Yeah, that's really strange, Alicia. Because I'm I'm looking through your whole site, and nothing's showing, even though we have all that turned on. So you did. You said you did submit a ticket.

Speaker 7 49:22
I did, yes.

Jason 49:23
Okay, let's um, yeah, Rachika, let's see if we can pull up her ticket. Let's see if we can find it and escalate this.

Speaker 2 49:30
Yeah,

Jason 49:31
I, and we do it. We have access to your your sub account because you're under SDAI. So I see your sub account here. I'm actually inside of it, and I'm just looking through it right now myself, but yeah, we definitely need to get this escalated and figure out what happened here. The only thing I can think, let's try and I'm gonna try and just I'm gonna test. One of the listings, just removing the business tag and re-adding it, and see if that doesn't get it to show up all of a sudden.

Speaker 2 50:16
Jason, can we redo the premium tags again? It's only showing premium, but it's not showing the exact premium plan name over there. If you go to the premium accounts, yeah. So it just shows type premium. It's not showing. Oh, plan name is there. Sorry, I see it now. Yes. I think we need to check this with Delta team.

Jason 51:00
Okay.

Speaker 8 51:02
Yeah.

Jason 51:15
Yeah, I just tried. Um, and it's not. It's not showing up for me. Okay, Alicia. So let's get Rachika. Were you able to locate that ticket for her?

Speaker 2 51:25
Ah, yes. That is still pending for the reply, and yeah, I think I'll I'll just go quickly and share this with the tech team.

Jason 51:33
Okay, perfect.

Speaker 4 51:35
Yes,

Jason 51:36
Alicia, be be on the lookout from a response from us to figure out what's happening with this, but you've got it all set up correctly. So just know that in the future, that's if you're not seeing something, it's usually plan related. I'm not sure what's going on with your account right now, but we'll get to the bottom of it. But you just go under those plans like we showed you, and you'll make sure that whatever you want turned on or off, right? You just flip those two little switches. That's all you got to do for free or for premium.

Speaker 4 52:06
Okay.

Jason 52:06
Okay.

Speaker 7 52:07
Thank you. Okay, and then I want to show you what I was talking about, and thank you for that first. With the autumn, with that that workflow, really Quick, sorry. So I had the outreach, and I used the templates. All I did was I I just kind of you know customized them a little bit.

Jason 52:38
Okay,

Speaker 7 52:39
and I it was published. I just put it back on draft because I noticed this here, the yellow error. When I go in, it tell the like it's a 404 error page, and it says that the reference email template it either doesn't exist or doesn't belong to the location, and all of these do exist. So I guess they're not synced or something.

Jason 53:10
Go ahead and click on the email in the center of the screen there. So close that menu for me. Yeah, go ahead and

Speaker 4 53:17
Jason.

Jason 53:18
Yes.

Speaker 2 53:19
Sorry to interrupt. So this is the old. Oh, that's right. Yeah, she's on the free

Jason 53:24
listing. Yeah. So let's exit out of this, Alicia. So this is not the correct workflow. Yeah. So you want to build a new free listing outreach. So you should see see where it says free listing outreach, new and improved. Yep. Okay. There you go. That's the one you want to use.

Speaker 4 53:43
Okay, and this is published. This is probably the one. So yeah, if

Jason 53:52
you click any one of those emails, it should open up on the right hand side, and you should see it inside that right hand menu. If you scroll down, once it loads.

Speaker 7 54:15
Okay, this is so. This is the one. Okay, so it is right. Okay, thank you. Cool. Yeah. No other one unpublished. Okay. Perfect.

Jason 54:25
Yes. Okay. You could actually delete it if you want because we're not we're no longer using it. This is the one that you'll be using as the free listing outreach new and improved. Yeah.

Speaker 7 54:35
Okay. Got it. Thank

Jason 54:36
you. Oh, I guess you have you you do have 135 people that went through it. So I might just leave it, just but keep it in draft. That way you have the record of the people that went through it. But yeah, don't I? I would just yeah, just keep it on draft though. Don't use that

Speaker 4 54:51
one. Okay. Thank you so much.

Jason 54:55
Of course, no problem. All right, everybody. I've got it. I've got. A buzz. Rachika is going to take over from here. I apologize. I I had to cut it short today. But Rachika, are you good to go?

Speaker 2 55:09
Yes, Jason.

Jason 55:10
Okay. Awesome. All right. Thank you so much, Rachika. You guys are in great hands. Thank you guys for showing up. I'll be back for the full two hours next week. It was just this week, I had a conflict that I couldn't get away from. So I appreciate you, Rachika. Thank you so much, and thank you everybody for showing up. And like I said, you're in great hands. She'll take care of you, and we'll get those questions answered. We'll we'll see you guys next week.

Speaker 2 55:34
Thank you, Jinnah. Bye bye.

Speaker 3 55:37
Bye. All

Speaker 2 55:41
right. So we. we have next as Dana. Yeah, can you unmute and yeah, hey, hey,

Speaker 1 55:52
let me follow up where we were. Okay. Did you catch the first part of the you know the conversation that I had with Jason?

Speaker 2 56:16
Yes.

Speaker 1 56:18
Going over the issue that I was Having

Speaker 2 56:21
the

Speaker 1 56:21
okay the

Speaker 2 56:24
missing password.

Speaker 1 56:26
Yeah, and so what I did was I went in and I created a new contact, and is here are the tags here, and the the first email I received was this welcome, and the and the password is still missing. However, I also received this one, which should have been the first one, and actually, the first one says that we. Well, this is the second email that I received. We received your business listing request. We usually approve listings within one to two business days, but they actually already received this one, which which says the welcome that you have been approved.

Speaker 2 57:26
Yeah, that's probably I think because you filled in the add add your list or add new business form. Did you fill that?

Speaker 1 57:36
Check in, please.

Speaker 2 57:39
Did you fill the add new business form from the website. If you go to your directory, like how how exactly you added this contact?

Speaker 1 57:53
I went to Relay Thrive. and then I added a new business right here.

Speaker 2 58:09
Yes, so that's probably why it sent you the second email because when you are filling the form "Add New Business, you are submitting a business to add to the directory website. So that is why they received two emails that we have received your request for the business, and they sent you the password as well. So these are two emails. Yes, that

Speaker 1 58:30
makes sense. So how did the the

Speaker 4 58:33
yeah your password is

Speaker 2 58:36
still missing? Can you go back? Yeah, can you click on Manage Fields on top right? Manage fields. Yeah. Yes, perfect. And if you go to Additional Info and select Password from there, yes, right there. Yeah, I saw that. Yes, perfect. And hit on apply. I think that's under your widget. You see, cancel over there. It's in the right, right here.

Speaker 2 59:11
That blue, no blue, blue block, blue box here. Perfect. Oh. So it probably didn't generate the password for any of the consumer. I see. Okay. Something. Yeah. So none of the passwords are being generated. Um. I think I need to share this with the dev team because this is this needs to be system generated and we cannot really fix if passwords are not being populated. Can can you quickly submit a ticket so that I can share that with the dev team?

Speaker 1 59:57
Actually, I have been talking with. Stephanie, about for the

Speaker 2 1:00:02
scene.

Speaker 1 1:00:03
Uh huh. Yeah.

Speaker 2 1:00:05
Okay. Let me check your ticket quickly. Is this with your evening? Yeah. Okay, so Steph already submit this with the Dev team. Let me check for the status.

Speaker 1 1:00:54
Okay.

Speaker 2 1:00:54
All right. So they they are still working on this one. Okay. So we have a new update two hours ago. They are still working on this one, so most probably as soon as this is fixed, we'll just reply you back on the same ticket. Great.

Speaker 1 1:01:10
All right. Thank you very much. Perfect.

Speaker 2 1:01:12
You're welcome. Do you have more questions?

Speaker 1 1:01:16
This

Speaker 2 1:01:17
is it. All right. Perfect. Okay. So we have Kim as next.

Speaker 8 1:01:25
Hi, yes, I have two questions. Actually, yeah, I'm gonna go ahead and share my screen here.

Speaker 5 1:01:34
All right,

Speaker 8 1:01:35
let's see. Okay, so on my directory here, let's see. Can you see me scroll in there?

Speaker 2 1:01:58
Yes. Okay,

Speaker 8 1:01:59
just want to make sure, okay. When I try to click on my contact us, it doesn't do anything.

Speaker 2 1:02:08
Okay, let's quickly check inside of your Go High Level account. Can you go back to your Go High Level account? Uh huh. I'll also check my.

Speaker 8 1:02:22
Okay, let me make sure I'm sharing

Speaker 2 1:02:25
it. I can still see your directory website.

Speaker 8 1:02:28
Yeah, let me stop sharing for a second. Let me make sure I'm sharing the right one.

Speaker 2 1:02:33
Sure.

Speaker 8 1:02:37
I guess I should share the window, right? Or the entire which one? The window is that the one?

Speaker 2 1:02:43
Window should be fine. Our entire screen is also fine.

Speaker 8 1:02:47
Okay, that'll just show whatever I'm.

Speaker 2 1:02:50
Okay,

Speaker 8 1:02:51
whatever screen I'm on. If I do entire screen, then I can't. It's not saying I can click share. Okay, let me just cancel that Real quick, share screen. Well, it's not giving me that option to click the share now. When I'm clicking entire screen, it only has.

Speaker 2 1:03:19
You can try with window. You can try with window.

Speaker 8 1:03:23
Okay. Yeah, it's not. It's not. Oh, okay. Maybe that's it.

Speaker 2 1:03:44
We can see your YouTube, not the Kohali.

Speaker 8 1:03:47
Okay, well, sorry about that. Let me. It's just not giving me that option.

Speaker 2 1:03:55
Are you on standalone account with us?

Speaker 8 1:04:01
I'm on the SDI. Are

Speaker 2 1:04:04
you using your own Go High Level account or the one that we gave you?

Speaker 8 1:04:09
Go High Level account,

Speaker 2 1:04:11
your own, right?

Speaker 8 1:04:13
Yes. Uh huh.

Speaker 2 1:04:15
Okay. Then we don't have access for your account. Are you able to share?

Speaker 8 1:04:28
Yeah, let me go ahead and just share this tab. Okay, can you see it now?

Speaker 2 1:04:32
Yes, perfect. Can you go to your smart directory AI from the left menu.

Speaker 4 1:04:45
Uh huh.

Speaker 8 1:04:48
Oh, it's on that one. Okay.

Speaker 2 1:04:50
Yes, perfect. And then you'll click on branding from top.

Speaker 8 1:04:57
What was it?

Speaker 2 1:04:58
Branding. Right next to consumers, yes, perfect. And then you'll go to content. Yes, if you scroll down, a little slow, little slow. Let me check where exactly it is.

Speaker 8 1:05:15
There's a number.

Speaker 2 1:05:16
Okay, it should be under social and external links section. You need to scroll down a little more, little more, little more. Yeah, yeah, right there. You see, contact us. You added a phone number. Uh

Speaker 7 1:05:37
huh.

Speaker 2 1:05:38
Yeah. So, do you want to keep this phone number over there, or you want to show a contact page?

Speaker 8 1:05:46
Oh, I I see what it is. Okay, so if I wanted to show, okay, so they can't click on the number, it would have to show a page. Is that what it that is?

Speaker 2 1:06:00
Yeah, I

Speaker 8 1:06:00
would need to take that out if I wanted it to lead to the contact us page. Yeah. Okay. And then I would have to put the URL in there.

Speaker 2 1:06:10
Yes. Do you still want to keep your number over there? Do you want them to like directly call?

Speaker 8 1:06:18
No, that's okay because the phone number is at the top. I'll just put the URL to the contact us page. Is what I okay because

Speaker 2 1:06:26
we can also make a number to link over here so that they click on that and they're just directly able to call you. So that also we can do. But if you want to add your contact us page, that's totally up to you. Yep. Yeah, that's totally your choice. Yeah,

Speaker 8 1:06:41
if it's if that's a URL that I need to put in there, I'll just put the URL.

Speaker 2 1:06:45
Okay, perfect.

Speaker 8 1:06:48
Okay, so let's see. So then another thing that was happening is on my directory. I'm going to get a preview.

Speaker 4 1:07:08
I make sure. Let

Speaker 8 1:07:16
me just switch pages here. So on my preview, are you able to see me scrolling now?

Speaker 2 1:07:34
Yes. Yes.

Speaker 8 1:07:35
Okay. So on my privacy policy down at the bottom, when I click on it, it's not scrolling to show my whole.

Speaker 2 1:07:46
Okay,

Speaker 8 1:07:47
and the same. So you

Speaker 2 1:07:48
need to. Yeah, I see what what is the reason. Yeah. So do you have our knowledge based link handy?

Speaker 8 1:07:58
Yes.

Speaker 2 1:08:00
Yeah. So we need to add a little script on your page, and then it'll make it scrollable.

Speaker 8 1:08:08
Okay.

Speaker 2 1:08:09
Yeah. Let me share this little quickly, quicker, so that you can open. I just shared in the chat.

Speaker 8 1:08:28
Okay.

Speaker 2 1:08:30
So if you open this page and go to the step six, so you will see the instructions.

Speaker 8 1:08:40
Okay.

Speaker 2 1:08:41
Can you open the? Yeah. Do you see the step six? I

Speaker 8 1:08:55
do. Uh huh.

Speaker 2 1:09:00
Yeah. So you go to the step six.

Speaker 8 1:09:11
Okay. So go.

Speaker 2 1:09:20
If you scroll down, it's right step six.

Speaker 8 1:09:23
Yeah, yeah, I I see it.

Speaker 2 1:09:26
Yeah, yeah. So you'll see a little script over there in the black box. You just need to copy that and put to your page, and that's it. It'll fix your page height. Okay. Yep.

Speaker 8 1:09:40
Okay, I can do that in a little bit.

Speaker 2 1:09:42
Perfect.

Speaker 8 1:09:44
All right, I can just get on with my next question then. All right, let's see. So, just so I understand on the contacts, I need to have one contact as a consumer. And then one contact as a as a business contact, correct? Yes. Yes. And then my consumer needs to have their name, and then and then the consumer tag, and then the business needs to have the business tag, and then I know that we can't duplicate emails or phone numbers. So do I put all that on the business, the email, and the phone number?

Speaker 2 1:10:25
Are you adding your consumers manually?

Speaker 8 1:10:30
Well, sometimes they'll go in and add their business. They'll go onto the site and then add their business.

Speaker 2 1:10:38
Okay, so that'll add the tab like automatically. You don't have to add the tag manually in that case. So it'll be automatic as soon as they fill the form, they get a tag consumer.

Speaker 8 1:10:50
Right. So it'll it'll and it will put the consumer tag on there, and then when does it add their business in the on GoHighLevels on the contact page, does it add their business whenever I approve? Yes. Okay.

Speaker 2 1:11:09
Yes. So, for example, they fill the form. Maybe they are filling the form register on your directory website, and after that, they need to hit on add new business button that we have on the website on top right, and from there they will add their business, and you will receive the request inside of the submissions on Smart Directory AI app, and from there you will approve or decline the request, and that's it. It will add the business after that.

Speaker 8 1:11:41
Okay, it'll add it to the to the contact. Okay, and then what's okay? And what's the best way? Because if you have to have a contact that's the consumer and a contact that's the business, what's the best way to connect those two? Like if there's a business on there, and I know the business name, how do I link that up with the consumer name. Is there an easy way to connect the two? So when I look at it, I know.

Speaker 2 1:12:09
Um, you want to do it like manually, like you have a business and then you have a consumer profile, and you just want to connect them manually, right?

Speaker 8 1:12:18
Okay. Well, I just mean when I'm looking at my contacts. What's the best way to know that this that this one belong this consumer name belongs to that business name? I mean, I can. I guess I could go. I could always go into my directory and see.

Speaker 2 1:12:34
Yeah, the

Speaker 8 1:12:34
contact name is. I guess is that

Speaker 2 1:12:37
exactly. So, like, we don't have any direct way to show this anywhere? And every time you want to check, you just need to go to the business. And I think we have account owner, account owner field over there, and you can check all the consumers over there.

Speaker 8 1:12:56
Okay. Okay. Yeah. Okay. Yeah, you need

Speaker 2 1:13:00
to click on each business listing inside of the SDI app to check which consumer is linked with that listing. Yes, and then the

Speaker 8 1:13:09
reason we do the consumer account is because they could have multiple businesses.

Speaker 2 1:13:16
Yeah, they can. Yes, they can have. That's the

Speaker 8 1:13:18
reason for that. Okay, and then a question about the the emails that I'm sending out when they go through the workflow, and I'm sending. Let's see. Let me just go to the emails, and I'm sending the emails out or the automation. Does it if they reply? Let's say I've sent them that first email, and then they replied to that. When does it take them out of that automation where it's not sending them the second email?

Speaker 2 1:13:52
As soon as they reply, it'll probably remove them from there.

Speaker 8 1:13:56
Okay, it it will automatically remove them from the automation,

Speaker 2 1:14:02
yes. So let me cross check and yeah. Let let me quickly cross check for you.

Speaker 8 1:14:08
Okay. I mean, I know there's a reply customer replied.

Speaker 2 1:14:12
Yes.

Speaker 8 1:14:13
So I'm using the new emails that we are sending out.

Speaker 2 1:14:18
Okay. I'm just checking it for you.

Speaker 8 1:14:24
Okay, I just want to be sure because you know once they reply that they want to be on there, I just

Speaker 2 1:14:30
yes

Speaker 8 1:14:30
and see where like okay they're being taken out of the workflow. I know there's a customer replied yes, or let's see, customer replied, and then there's a yes. Okay.

Speaker 2 1:15:00
Yeah. So I see. So we updated these emails, and even if they reply or they don't, so they will still receive the emails. Like they will still receive the email two, three, and four, because the content is different. Like it's not related to their reply. If they are replying, so it'll push them to the premium workflow. If they are not replying or replying, they will still keep on receiving the emails from the first workflow because we have links for their listing inside of those emails. So we want to share that with them.

Speaker 8 1:15:42
Okay, so just just to make sure that I'm clear, I send them email the first email, and then they reply to say, you know, a change in their business information, and then I change that. Will they they'll still get the second email, like it, they'll still get some of the emails. It doesn't take them out of that workflow.

Speaker 2 1:16:06
No, they will still receive the email too.

Speaker 8 1:16:09
Okay, but if I needed to, I can remove them if if they're already on that directory. Okay.

Speaker 9 1:16:13
Okay.

Speaker 8 1:16:15
All right, that answers that question. And then let's see. I think that's it. I think that's all I had. Thank you.

Speaker 2 1:16:24
Perfect. All right. Okay. So we have Eric as next. Hi, Eric. How

Speaker 9 1:16:34
are you?

Speaker 2 1:16:35
Hey, I'm good. How are you?

Speaker 9 1:16:38
Good. Let me share my screen.

Speaker 2 1:16:42
All right.

Speaker 9 1:16:55
So I set up this Sub sub email to be sent out, and I'm still I'm still waiting to send out my first batch of of emails. Where do I put this? And the and the question is, do I put it in my profile or do I put it in my business profile because I still have not got the ATP approval for my telephone number. So, but that's not going to be the email that is actually there. So, should I get the ATP approval first, then set this up.

Speaker 2 1:17:44
No, you don't really need A to P necessarily to start with anything. Like you connected your email domain, and you are all set to start with this. So you ask like where exactly to put this inside of the automations, yeah. Please go ahead. Sorry.

Speaker 9 1:18:03
So because I I I looked at a tutorial and it said that it pulls from the email pulls from my profile or it pulls from the business profile, but you're suggesting that I play

Speaker 2 1:18:19
that. Yeah. Yeah, it pulls from business profile because inside of the automations, we have this custom variable which picks directly from the location email, and that is that should be under business profile. Yeah, and you already added this one here.

Speaker 9 1:18:40
Well, so now this now this this Eric at L A near you is my Gmail. The other one that you saw is the sub sub domain through, yeah. So I so I need to switch this out. It's business email, correct?

Speaker 2 1:19:00
Yes, absolutely. You're right.

Speaker 9 1:19:04
So that should be mail at, or you know, whatever that name. You can

Speaker 2 1:19:09
keep anything. You can keep anything before at, but after at, you will just put the verified domain.

Speaker 9 1:19:20
And so you're saying that I can just start sending out emails now for my list, and I can still just work on the ATP while I'm doing that. I don't. It is me,

Speaker 2 1:19:40
dog. sorry what is that?

Speaker 9 1:19:45
Okay, I think I understand. And if I if I give if I get confused, I'll send the in the but

Speaker 2 1:19:57
thank you, Eric. I can't hear you really properly. The last line I really missed.

Speaker 9 1:20:02
I said.

Speaker 2 1:20:03
So you said you understood it.

Speaker 9 1:20:05
Yeah, I I think I understand it, and if I need some help, I'll actually send something else out.

Speaker 2 1:20:11
Okay, perfect. All right. So you said that you you now know what to do with this one, and in case you feel stuck anywhere? I think you just send us an.

Speaker 9 1:20:23
Right. So, but the bottom line is, the bottom line is that I needed I need to take out the business email and put together mail dot. You know, correct. Yes. Yeah. The one

Speaker 2 1:20:37
which you verified. Yes.

Speaker 9 1:20:38
Yeah. Okay. All right, thank you.

Speaker 2 1:20:41
Perfect. You're welcome. Do you have more questions?

Speaker 9 1:20:45
No, that was it. No, no, actually, I do have one more. So

Speaker 2 1:20:49
okay,

Speaker 9 1:20:51
Los Angeles is a big city. Is is there a way that I could create a subdomain that would say that would say like L.A. near you slash say Koreatown and Koreatown is in Los Angeles, but it's a specific part of the you know part of the city. And is there is there a way that I can set up different subdomains for different sub neighborhoods in Los Angeles.

Speaker 2 1:21:24
So, are you planning to do like multiple directory websites for each location?

Speaker 9 1:21:30
At some point, yes. But for now, no. Absolutely. Yeah.

Speaker 2 1:21:37
Okay. But if you're planning and if you want to structure it that way, definitely you can just create subdomains for this main domain, and you can use those subdomains as location. So, for example, you want to use or maybe target California, so you can make it like california.la near you.com. So the subdomain part will come before the.ah. yes. So the location will be before your domain. So that is the subdomain. The slash part, which you mentioned, that is the URL path for our same website pages. For example, I have a contact page, so it'll be like la nearyou.com/contact. So that is the path. That is the internal page of my same domain. But if you want to create a subdomain, so it'll be like contact.la near you.com. So that is the subdomain.

Speaker 9 1:22:39
Got it. Got it. Okay.

Speaker 10 1:22:41
Yep.

Speaker 9 1:22:41
So.

Speaker 2 1:22:42
And definitely, you can plan this structure. Yes.

Speaker 9 1:22:45
Right. And so, if if I understand you correctly, if I wanted something, say specifically for Englewood, I just would have to get a whole different directory if I if I wanted just those Inglewood businesses by themselves.

Speaker 2 1:23:03
You're right. You need to set up a new sub account, and you will upload all the snapshot. You you will install the app inside of that sub account. So it'll be a whole separate sub account for that directory.

Speaker 9 1:23:20
Okay. All right.

Speaker 2 1:23:21
Yeah,

Speaker 9 1:23:22
all right, all right. That makes sense. And I

Speaker 2 1:23:24
and I see you are using the standalone account from

Speaker 9 1:23:29
us. Yes.

Speaker 2 1:23:29
So, so for that case, if you want to create more directory website, so you need to send us a request that you that you want to add more sub accounts, and we will do that for you.

Speaker 9 1:23:40
Okay, and then how much are those sub accounts?

Speaker 2 1:23:46
I need to check which plan you are subscribed to. Is this 99 a month?

Speaker 9 1:23:53
Yep.

Speaker 2 1:23:55
Okay, so 99 a month is for the single directory website. Let me share this with you so that you can check the plans. All right, I think the URL inside of the chat.

Speaker 9 1:24:18
Yep,

Speaker 2 1:24:22
and we have like three plans, 299 a month, where you can create up to five directory websites, and then we have a pro plan which is like 499 a month, where you will get like 10.

Speaker 9 1:24:37
Got it. Okay.

Speaker 2 1:24:38
Yeah.

Speaker 9 1:24:38
Well, then let me make some money with this one before I start installing other sites. Now,

Speaker 2 1:24:46
absolutely, absolutely.

Speaker 9 1:24:48
So now, after I get this set up, what's my next step so I can? Because it's my goal to start getting these emails out to these businesses. What do I? Yeah. So when

Speaker 8 1:24:59
should.

Speaker 2 1:25:00
Yeah, once you get your directory website set up, your next step is to start promoting this. The one that we have inside of the system is to put all your listing context to the free listing outreach email automation, and along with that, we recommend you to promote your directory website inside of your local Facebook groups, local community groups, wherever you you can find those, so that you can get more and more traffic to your directory website.

Speaker 9 1:25:32
Okay. Yeah. Okay. I appreciate your help.

Speaker 2 1:25:38
Perfect. You're welcome. All right. Do you have more questions? No, Doctor. Perfect. All right. So we have Tim Finney next in the list.

Speaker 6 1:25:57
Hi. Can you hear me?

Speaker 2 1:25:59
Hey. Yes, I can hear you.

Speaker 6 1:26:01
Okay, can you

Speaker 2 1:26:02
hear me good?

Speaker 6 1:26:03
Yes. So I had a few issues, but I'm not sure if I should even go because I'm gonna. So I was using SDAI, I guess, as the standalone, but I do have go high level, so I'm in the process of like loading it into my high level. But the issue I was having was my domain was not connecting, so I added the C name, and then it said to delete any old records, so I deleted the A name. But now, when I click preview, it says 404 error page. So,

Speaker 2 1:26:50
all right. So, 404 usually comes up if you are connecting the same domain to your Go High Level account and to the directory website as well. Is that the case?

Speaker 6 1:27:08
No, I haven't connected it to my high level yet.

Speaker 2 1:27:14
Can you share your screen so that we can check?

Speaker 6 1:27:17
Sure.

Speaker 2 1:27:23
And like, where exactly you purchased your hosting?

Speaker 6 1:27:30
I'm sorry.

Speaker 2 1:27:32
Where did you purchase your hosting? Is that GoDaddy or Cloudflare or any other?

Speaker 6 1:27:38
I bought it. I'm not sure through who. I it was it was on Smart Directory AI, so

Speaker 2 1:27:48
you mean inside of the Gohale level most probably?

Speaker 6 1:27:53
No, I think you can share Smart Directory AI on the domain slash URL section, and it allowed me to buy the domain right there, so I bought it. Yeah, right there.

Speaker 2 1:28:05
Got it. So it's inside of the Go High Level.

Speaker 6 1:28:08
No, inside of Smart Directory AI. I didn't buy it inside Go High Level.

Speaker 2 1:28:17
Yeah, I mean because Smart Directory is set up inside of Go High Level, so that is the entire CRM that we are using for Smart Directory AI. Oh, so when you say that you purchased your domain inside of Smart Directory AI, that means you purchased within Go High Level.

Speaker 6 1:28:35
Oh, okay.

Speaker 2 1:28:36
Yes, yeah. Gotcha.

Speaker 6 1:28:38
Okay, okay. Can you see my screen?

Speaker 2 1:28:41
No, not yet.

Speaker 6 1:28:51
Oh. Okay.

Speaker 2 1:28:54
Yes, I can see it's come. It's little blur. Yes, it's blurred for me somehow. I think it's loading. Okay, all right. Can you go to the settings from left bottom?

Speaker 5 1:29:18
Yes.

Speaker 2 1:29:19
Yes. Let's go to the domains, right under the yeah perfect. All right, can you click on manage over here?

Speaker 6 1:29:35
And then

Speaker 2 1:29:36
so it's it's connected here inside of GoHail level. Can you go to the DNS records for me?

Speaker 6 1:29:49
And then there was one on top that had like an A, an at, and then some numbers right here. But I deleted that one. I don't know.

Speaker 2 1:30:00
Let let's do the a sorry add record

Speaker 6 1:30:06
right here. I

Speaker 2 1:30:06
think you can remove this one. Yeah, you can remove this

Speaker 6 1:30:12
one. Delete it.

Speaker 2 1:30:14
Yeah, let's delete it.

Speaker 6 1:30:16
Okay.

Speaker 2 1:30:19
All right. We will add a new record. We need for add. Yeah, and you need to go to the smart directory AI now. Okay, perfect. Oh, you're already connected. Can you click on disconnect.

Speaker 6 1:31:02
I'm sorry.

Speaker 2 1:31:04
Can you click on disconnect?

Speaker 6 1:31:06
Oh, sure.

Speaker 2 1:31:08
Yeah. All right. Now let's put your domain in here. Oops. All right. We'll copy this mainly.

Speaker 6 1:31:43
Okay, so

Speaker 2 1:31:47
here, save. All right, let's go to the other tab where you were connecting your domain. Okay, let's check. All right, can you get on preview now? No. Okay, let me check one more thing on my end. I am just deleting the connected domain inside of Kuma level. I'm sorry. Oh, I'm just doing a few things from my end on your. Okay. Yeah. Okay. It should be working now. Can you refresh your smart directory AI domain screen and then hit on preview again? I'm preview. Okay, let's give it some more time because I just removed when you purchase the domain inside of Go High Level, it automatically connected that with the system. So I just deleted that from the system so that it's only connected with the Smart Victory AI app over here.

Speaker 6 1:33:56
Okay,

Speaker 2 1:33:57
because I just deleted that. So maybe let's give it a little more minutes and see if it is working fine or not.

Speaker 6 1:34:07
Okay, and then I don't know if maybe this is the reason, but I was also having the same issue like Miss Alicia was having. Even though I have everything, the little things turned on in the plan, nothing shows on the listings, but I haven't submitted a ticket on that. Should I just submit a ticket for that? Hello.

Speaker 2 1:34:51
Hey, can you hear me?

Speaker 6 1:34:52
Oh yes.

Speaker 2 1:34:54
Oh, I'm so sorry. There, there is a small glitch. All right. So you were saying something.

Speaker 6 1:35:01
Yes, so I was saying I'm also having the same issue, similar to like Miss Alicia was having. Even though I have everything turned on in my plans, like nothing shows on the listings that I uploaded. On the ones that came preloaded, I mean those work, but the ones I loaded in, nothing shows. It just shows my logo and claimless listing.

Speaker 2 1:35:28
It's very strange. I think I need to check with this. Like, what exactly is the error? Okay, let's let's check on that part as well. So, can you refresh your page and hit on preview again. I think it's working fine now.

Speaker 6 1:35:44
Sure.

Speaker 2 1:35:44
It just loaded on my end.

Speaker 6 1:35:57
Yay!

Speaker 2 1:35:59
Perfect. Perfect.

Speaker 4 1:36:00
All right.

Speaker 6 1:36:02
And so, like, well, these free listings work, but let's see. For example, I loaded this one. I like the cover image, their logo. I put all their business info, and it's like it's just this. So did I submit a ticket?

Speaker 2 1:36:28
Let me quickly check one thing inside of your account. I'm just gonna check all the details just to verify. Okay, it's unloaded. This is me. You have the address. I'm just going to check your plans.

Speaker 6 1:36:47
Okay.

Speaker 2 1:36:53
Okay, it's all included and show. Yes. Yes. Yes. Um. I think it it needs to be fixed from the dev too. Yeah. Can can you submit a ticket for this one?

Speaker 6 1:37:10
Yes, I can.

Speaker 2 1:37:11
Yeah. Okay. Okay. And you know how to submit the ticket, right?

Speaker 6 1:37:15
Um. I just go to help somewhere.

Speaker 2 1:37:21
Yeah. Let me share the link with you here.

Speaker 6 1:37:24
Okay,

Speaker 2 1:37:25
I just sent.

Speaker 6 1:37:27
Okay, thank you.

Speaker 2 1:37:31
All right, yeah, submit the ticket and I'll quickly share that with the dev team so that they can fix it.

Speaker 6 1:37:37
Okay, sounds good.

Speaker 2 1:37:39
All right, thank you. Do you have more questions?

Speaker 6 1:37:42
No, I appreciate it so much.

Speaker 2 1:37:45
You're welcome. Lovely. All right. So we have John in the list next. Hey, John. John, you need to unmute yourself.

Speaker 5 1:38:06
Yep.

Speaker 2 1:38:09
Yes, do.

Speaker 11 1:38:12
Okay. Sorry. Well, that's Irish. Hey. Hey. Okay. A couple quick questions here. Good. Yeah.

Speaker 11 1:38:20
Just in regards to the automation workflows, when you send that out, if you do it in drip mode and batch quantity, so I did select as 10, and then it says repeat after, and you can't enter zero. Is that so? Basically, that's after, like if you put in one, like is it resending the initial workflow email out? Like if you put it after three days, for example, or

Speaker 2 1:38:48
I would suggest that don't add three days to repeat after. I would suggest maybe repeat it after maybe two hours. Two hours should be fine, and just to clear some information, like it, it will not resend the same email to those people, or it will not repeat for those same people. It will add 10 more contacts to the automation.

Speaker 11 1:39:17
Okay, and then so I guess those for some reason, if it doesn't, the email doesn't go through. It'll try again and add it eventually, or is it just so it'll

Speaker 2 1:39:27
work in the batches? So, for example, first 10 people in the first batch, if maybe two out of 10 they didn't receive email for some reason, it will not retry for that. It will add 10 more people as a second batch.

Speaker 11 1:39:46
Oh, okay.

Speaker 4 1:39:48
Yes.

Speaker 11 1:39:48
And then, so if you're doing like 10 at a time, so if you do it after, let's say a few hours, then is because shouldn't you only be sending like 10 a day, kind of initially, to warm up things or? Is

Speaker 2 1:40:01
it 10 a day? I think initially you can do it like 10 in two hours or three hours. That should be fine, and make sure you are keeping a window like between seven a.m. to 6p.m. or something like that, so that you are not sending the emails during the off hours, and you're just sending the emails whenever your your audience is live or active.

Speaker 11 1:40:32
Yeah, and then okay, so okay, so I guess the whole catch is is you're not sending 100 emails all at once. You're doing 10, even though exactly,

Speaker 11 1:40:40
and it'll send out like throughout the day, and then okay. So it is basically,

Speaker 2 1:40:44
yeah. I was just saying that it is basically to warm up your domain because you just created that domain. You just started sending emails with that domain, so so that system knows that you are not a spammer. You are a genuine person. So that is why we just we use drip mode, that your domain is sending emails in a slow manner, and it's a kind of warm up for the domain to to create to to get a nice reputation for your domain.

Speaker 11 1:41:16
Yeah. Okay. So um, okay. So if I I sent the initial one out, 10 went out. If I just want to pause it and redo it again here, because I put it as repeat after three days on that, so it's going to take forever. So should I just pause it and just redo a new campaign again?

Speaker 2 1:41:34
I would recommend yes. I would recommend doing that.

Speaker 11 1:41:37
Yeah, because you can't edit it at all. So obviously, from what I saw. So okay, and then the other one was: is when you're adding the contacts, there were some if they've already been sent it, you don't want to resend stuff to. I deselected them, but it still populates it in the when you do the the worklist. Is there a way a better way to do it so that way?

Speaker 2 1:42:01
If I understand this correct, so you just want to you just want to remove the 10 contacts which already removed the first email.

Speaker 11 1:42:10
Yeah, or or I did an initial one which had a few in there. So if I wanted to take those out, I deselected them. But the thing is, it still saved it in the in the contacts in the smart list.

Speaker 2 1:42:24
Can you share your screen for a quick?

Speaker 11 1:42:27
I'm just on the tablet right now, but

Speaker 2 1:42:29
ah, okay.

Speaker 11 1:42:30
So, but

Speaker 2 1:42:31
a big to the next step. Definitely, there there is no reason, specific reason to re-enter them. I would suggest maybe add a tag to those 10 contexts, and when you are adding the or whenever you are starting the drip mode again, just filter out those that tag particularly, and it will not add those 10 contexts.

Speaker 11 1:43:04
Okay. And then the other one is is as it's a little

Speaker 2 1:43:10
workaround.

Speaker 11 1:43:13
Sorry, what's that?

Speaker 2 1:43:16
Can you hear me?

Speaker 11 1:43:18
Yes. Yeah.

Speaker 2 1:43:19
Okay. Yeah.

Speaker 11 1:43:22
Also, when you're adding more contacts to it, so you know, let's say you get up to 500, 1000 contacts in there, is there a way that you can see that which ones have been sent out to that were part of the campaigns when you're doing a new campaign?

Speaker 2 1:43:37
Yes. So it shows you inside of the statistics within the automation, or you can go to the marketing and see the statistics over there.

Speaker 11 1:43:50
Okay, and then yes,

Speaker 2 1:43:51
and it will show you like who all received and who all didn't.

Speaker 11 1:43:58
Yeah, and then okay, okay, just yeah, so not to duplicate anything, and and okay. And one last thing here: any way to do any further SEO? Because obviously there's limitations of what you can do on the on the website.

Speaker 2 1:44:16
So we are we have like meta tags, we have the site maps over here, and now we are updating a few things for the AI SEO as well. So yeah, let me check if we have anything in the knowledge base for SEO part.

Speaker 11 1:44:44
Yeah, because it just seems like there's limitations compared to something to go high level directly and where you can do more.

Speaker 2 1:44:53
Yeah, so the basic ones we have already added inside of the system, like meta. Title meta tags. You can control the URL structure of your listings, so that is already in the. You can submit your sitemaps to the console account that's already in the system again. Then I, as I mentioned, like we are doing some improvements for AI SEO, so that AI can crawl the web. That is again another thing. Beyond that, is there anything specific which you are trying to do with

Speaker 11 1:45:37
SEO? No, but like for example, in the the Go High level, the under Vibe coding, when you can do all the automate the SEO stuff, so do various things on there and and optimize the pages like to add content in there. Which obviously here it looks like you have to go in individually, I guess, to teach listing, I guess. And

Speaker 2 1:45:59
yes, so that is the thing. Like you can edit your URL structure. You can put keywords over there if you want for any listing. You can add meta tags, meta title, meta description. You have site maps. So I think that is pretty much good with the SEO part. Rest, I think it depends on the promotions how exactly you are promoting it all around to get more traffic for your directory websites. Best is I would suggest that you promote it through the local communities so that you grab more attention from your audience.

Speaker 11 1:46:39
Yeah, and okay, and one last question on the coupons. When you put, let's say, you do the founders package or whatever, is there any way just apply it to the the premium package only, or or do you have to block out the other? Let's say if you've got three different packages, because the coupon would apply to all three of them.

Speaker 2 1:47:03
Yes.

Speaker 11 1:47:04
So, is there any way to do just the one, or do you have to block out the other two?

Speaker 2 1:47:09
Honestly, I need to check on this one.

Speaker 11 1:47:15
Yeah. Yeah, because it doesn't look like it gives any option on there. So, I'm just curious if there was something I was missing or potentially, but because yeah, if you enter the coupon in it, try it for each one. It it ends up you can apply it. So

Speaker 2 1:47:29
let me check quickly. Okay. Yes, you can. You have the control over if you want to show it on monthly or yearly, but not on particular plan.

Speaker 8 1:48:08
Yeah.

Speaker 11 1:48:09
Yeah, because if somebody enters the basic plan, they can they can apply it to that one as well, and then

Speaker 2 1:48:14
yes.

Speaker 11 1:48:16
But okay, no, that's fine.

Speaker 2 1:48:22
Then I'll um. Can you share your email address? I think I'll still check and maybe update you via email. Can you put that in the chat?

Speaker 11 1:48:34
Okay.

Speaker 2 1:48:35
Yep. Are you sharing the chat?

Speaker 11 1:49:20
Yeah, just taking a second here, because

Speaker 4 1:49:23
okay.

Speaker 2 1:49:41
All right, I received it. Okay, I'm gonna save it. No, I think it's half. It's not full. It's not full address. Can you check? Is that.com after this? Info at Cyclone May and then.com

Speaker 11 1:50:47
Cyclone Marketing Yeah, sorry, I'm just typing on the tablet. It's taking forever. One sec, it's there we go. I just sent it through. It should be there.

Speaker 2 1:51:07
Okay, I see it now. Yes, perfect. Thank you. So I'll still cross check this with the team, and I think I'll just update you if it can be applied on separate plans or for all.

Speaker 11 1:51:21
Okay, sounds good.

Speaker 2 1:51:23
Perfect.

Speaker 11 1:51:24
Okay, thanks so much. I like John.

Speaker 2 1:51:25
All right, you're welcome. Next, we have Eric.

Speaker 9 1:51:33
Yep, I just had one more question. Okay, in the in the smart AI versus the native GHL, I can't get to ask AI is that not enabled on the standalone one?

Speaker 2 1:52:01
You mean it's not visible on your left menu?

Speaker 9 1:52:05
Correct.

Speaker 2 1:52:06
I think you you simply just need to give a refresh to your screen, and that's it. Sometimes it it just goes away. It should be there. Just refresh your screen, and that's it.

Speaker 9 1:52:20
All right. So let's see here. So go to.

Speaker 2 1:52:29
Can you share your sub account name, the name for your account?

Speaker 9 1:52:33
Sure. It's here we go.

Speaker 2 1:52:53
Are you sharing your screen?

Jason 1:52:55
Yep.

Speaker 6 1:52:56
Okay.

Speaker 8 1:52:59
Perfect.

Speaker 2 1:53:00
Yeah, that's probably. I think we need a refresh. Maybe can you try to refresh this tab? I'm still not. Oh, it's there. It's down there, towards the bottom.

Speaker 9 1:53:29
Towards the bottom, the app AI.

Speaker 2 1:53:32
Yeah, that's the one under app marketplace.

Speaker 4 1:53:35
Uh huh.

Speaker 8 1:53:36
Yeah.

Speaker 2 1:53:39
Then you you'll just click on Smart Directory AI. Yes, that's the

Speaker 9 1:53:46
one. No, I see that, but I'm saying inside the Smart Directory, I want to you know how the Ask AI shows up on GHL. You know the the chat box that you can ask them questions is that not enabled on smart directory?

Speaker 2 1:54:09
That I think you can check inside of the automation. Can you go to the automation because that comes with a snapshot? Okay, you have the conversational AI workflows in here. That means your AI agents and everything-it's all sorted. You just need to follow the knowledge base, and that's it.

Speaker 9 1:54:33
Got you. So, so what you're saying is that, like in regular GHL, I can ask AI-you know-ask the the that box

Speaker 2 1:54:42
absolutely,

Speaker 9 1:54:43
but in in in this one we don't have access to that.

Speaker 2 1:54:48
I'm not able to hear you really properly. All

Speaker 9 1:54:51
right, let me see. Can you hear me now?

Speaker 2 1:54:53
Yes.

Speaker 9 1:54:54
Let me go to let me go to my GHL login. So you see how this purple Ask AI is is up up top. You see that?

Speaker 2 1:55:22
I can see your other screen. I can only see the stand standalone account.

Speaker 9 1:55:27
Oh, okay. Hold on. Okay. All right. So you see up top here where the Ask AI is.

Speaker 2 1:55:51
It's still loading for me. All right. I can see it now.

Speaker 9 1:55:55
So we don't have access to that in the standalone account, correct?

Speaker 2 1:56:00
For the AI studio,

Speaker 9 1:56:01
yeah, no, no, no, no. This purple. Yeah.

Speaker 2 1:56:09
Yes. Yes. That's that's not in the standalone account.

Speaker 9 1:56:14
Okay. All right. I just want to make sure. Okay. Got it. Thank you.

Speaker 5 1:56:18
Perfect. No problem.

Speaker 2 1:56:20
All right. We have Kim.

Speaker 8 1:56:28
Hey, yes. So from earlier, okay, I'm going to share my screen here. And so you had told me to go. Okay, so the problem was is this wasn't scrolling. Okay,

Speaker 2 1:56:45
yes.

Speaker 8 1:56:46
So you had told me to do that in the knowledge base number six.

Speaker 2 1:56:50
Yes,

Speaker 8 1:56:51
and so it said to go in and add this page.

Speaker 2 1:56:54
No.

Speaker 8 1:56:58
Oh, I didn't need to add the page and then add that.

Speaker 2 1:57:01
No, no. You just need to open the page, whichever you want to fix. Oh, okay. Let's, and then hit on edit. Yes. And here you will just add a code section anywhere on the page, and then paste that. Yes. Yep. And. oops. Okay. All right. So anywhere you will simply just add a code section anywhere on the page. Okay. Is

Speaker 8 1:57:31
it right? Right here. Add that to the left.

Speaker 2 1:57:34
No. You. I would. I would suggest that you just hit on that cross icon, or yeah, let's hit on this plus icon. Yes, let's go there. Yeah, yes, and then from here you will select. Can you type in code on top on the search? Yes. All right. Let's select the code. Yes. Let's put it there. Okay, that's fine. And then on the right side you will hit on Open Code Editor. Yes, you will paste it here. Perfect, and save, and publish from the top right. Did you connect this with domain? Yes, looks like yeah, yeah. I think you can now refresh your screen on that page. Oh, perfect.

Speaker 12 1:58:29
Okay,

Speaker 2 1:58:30
but now your background image is not sorted, so that I think you need to fix.

Speaker 8 1:58:36
Yeah, this right down here. Uh huh. Yeah. Yeah. Okay. Yeah, I can go back in and fix that. Okay, perfect.

Speaker 2 1:58:43
All right, that's what I have. Do you have more questions? I

Speaker 8 1:58:46
had one more question. So I had a customer go on, and on my directory, she went in and added her business. I believe through the add new business. Okay.

Speaker 6 1:59:00
Okay.

Speaker 8 1:59:00
So when then I go in on the high level side of Smart Directory, well, let me just show you. So it's added her as a contact. Let's see here. Let me find her name. She's here, and it's as a consumer. Okay, it hasn't added her as a business, and then when I go to my smart directory now, in here, and I go businesses, and then it's not showing her business here, but when I get commissions, it's not showing it. It's just showing her as a consumer right here.

Speaker 2 1:59:51
Can you open this consumer here? Because it shows like zero claimed listings, so probably she can some. Can you click on followed business from top? Yeah. So most probably, I think what she did instead of add new business, I think she filled the form from register. Can you go to your directory website?

Speaker 8 2:00:15
Go where?

Speaker 2 2:00:16
To your directory website. Yeah. So you see, login slash register on top. So most probably she filled this form on register instead of add new business. Yes, exactly.

Speaker 8 2:00:31
Just did the register and add new business. Okay, so then would I just go into my high level account and add her as the contact for her business, and then just put a business tag, and it would put her on there.

Speaker 2 2:00:44
No, I won't suggest doing that. Ask her to go to your directory website and fill the add new business. Oh, okay. And you will receive a request to approve or decline her business, and from there you can just approve, and it'll be auto-linked as a consumer. Yes, it'll

Speaker 8 2:01:08
automatically put her in there. Okay, yeah, that's what I was wondering. Okay, so that's what she must have done then. Is just did the register, but not add a new business. Okay, yes. All that's a little bit confusing with the how it adds it all in there. Yeah. Okay. All right. Well, that clears that up. Thank you.

Speaker 2 2:01:26
Perfect. Do you have more questions, Kim?

Speaker 8 2:01:29
No, that's it.

Speaker 2 2:01:30
Lovely, lovely. I think that's all. We don't have any hand raised. All right. So thank you all for joining, and I think let's wrap it up over here. And as you know, you can always submit tickets to us in case you have any questions. And we are here every Tuesday, 12 p.m. ESD, so you can join in and ask your questions if something is not resolved. Otherwise, we try to resolve things on the tickets on priority. Yeah. Thank you all. Bye bye. Have a great evening. Have a great day. See you next week.