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SmartDirectoryAI

SmartDirectoryAI

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Quick Start

Here's the process for getting rolling with SmartDirectoryAI

Last updated on 21 Apr, 2026

Welcome to SmartDirectoryAI.

This article gives you a clear, high-level overview of the steps required to launch your directory successfully.

Each step below links to a dedicated help article with detailed instructions. Follow them in order for the fastest path to launch.

Click here to download the "Quick Start Checklist" PDF for easy reference

There are three phases:

  1. Customize Website

  2. Customize Emails

  3. Operate

Phase 1: Customize Website

Configure your directory so it’s branded, monetized, and ready for traffic.

1. Customize Theme

Customize theme

Modify your Smart Directory AI site for effective prospecting.

2. Connect Payment Integration

Get paid for premium listings

How to collect payments with your SmartDirectoryAI

3. Connect Custom Domain

Connect domain

Link your domain to your Smart Directory AI installation for live access.

Phase 2: Customize Emails

Customize your emails templates and setup LeadConnector.

1. Customize Email Templates

Email templates

Customize your email templates for better outreach results

2. Enable Email Sending

LeadConnector for email & SMS

Configure Lead Connector for email and SMS through High Level.

Phase 3: Operate

Once installed and customized, you’re ready to launch and start generating activity.

1. Add Listings

Adding & removing listings

Add a short description here…

2. Start Outreach Workflow

Outreach workflow

Add businesses to the free outreach workflow for prospecting.

Optional Next Steps

These are not required to launch, but can enhance your directory’s authority and performance.

Menu builder

Customize your site navigation using the menu builder

Custom pages

Edit and add custom pages in Smart Directory AI.

Google Maps

Integrate Google Maps API keys into your Smart Directory AI app.

Purchase Phone Number

Buy a phone number from High Level and set it up for use.

Sitemap

How to use the built-in sitemap

AI Agents

Add AI agents to your site to handle inbound & outbound communication

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