GoHighLevel Ask AI Tutorial: 3 Hidden Tricks to Bypass Platform Limitations

[0:00] In this short video, I want to go over the ask AI features that was added to HighLevel a few months ago is basically an AI inboard dash that allows you to ask certain questions, but it can do much more than that. It can actually execute things. It can build things inside of your account for you all through a chat. And recently I've started using it a lot more in my business and it's really awesome. So I thought I'd just show you guys a couple use case examples. These are some things that maybe you wouldn't even think about using it for. And then we can go over like of course the normal uses like writing emails and things like that.

[0:29] Let's jump into it. I'll show you how it's done. If you're not already subscribed to my channel make sure to click that subscribe button down below. Like this video. And comment. And I'll reply it to you. And also, if you are considering your own HighLevel agency, want to start your own business. We have a 30 day free trial down below, with a free bootcamp. To help you get up and running quickly as well. And also my free community. You can join down below where I'm happy to help and I share a lot of resources and tips and things like that. So let's jump into it. I'll see you on the other side. Okay, here we are inside of an account.

[1:05] And over in the top left we have the ask AI. So we're going to head over there. And before I do that, let me actually show you the first thing that I'm going to do here. So inside of Settings. I'm going to go to Domains. And my client is actually purchased a domain through HighLevel inside of our account. If we're going to DNS records. You see we have all these records here. And we're going to transfer it to her own Namecheap account. so she can manage everything from there going forward. Now, all of these records, there's really no way for me to export these that I know of. I'm not aware that there's an actual way to export.

[1:44] If you go into the settings here. Configuration. There's really no nothing that I've found to do that. But I want get these records and just have them as a backup in case something is lost in the transfer. so I can quickly fix them. I don't want her to lose her Google Email and things like that. So I thought I would try ask AI and see if we can get that data put into a sheet or something we can easily export. So let's go into that. we're just going to say, I'd like to get a copy of all of the DNS records for fhbeautyink.com Please. I think I notice here is a formatting a little weird.

[2:27] I don't know if that's something in my system. Or some of my code interfering with it. Anyways, as you type if it looks a little off, I'm experiencing the same thing. Please give me these In an CSV output or format. I can copy into my own doc. And let's see what we got here. So it tried to grab the email domain. It didn't recognize the actual main domain. So I'm going to give it a screenshot here. So possibly I can just give it the screenshot. And maybe it can just extract everything for me. So let's try that also. So I gave it one page already. I'm going to have to remove my custom code and trial this.

[3:53] So let's see. So yeah. So what it says is it can access it directly. However, I can compile what's visible from the screenshots. If you share screenshot too. Then give me the full information. So that's amazing. So now I can just upload the other one. And then it will just give me everything. So I can check some of these. So once it's done, I'm just going to check and make sure that it's getting it right from the image. But yeah. So it can't access it directly. But uploading the image, it can read the data from the image. And then it's going to just provide that for me. It's a lot easier than me copying each one of these.

[4:26] You know, this is the TXT. This. And then here's the content. Here’s the TTL. So now I can just get it directly from Ask AI. And it probably save me 15-20 minutes from doing that. Plus some possible mistakes. And then once this is done, I'll show you one more example of how we would use this. And then I will. Let's go back out here. Get that next one ready. And then I'll show you another situation where I was able to use it to help me in this account with something that I couldn't do. So here is the CSV. All 18 records. And you can see we've got the content priority. So everything is here. And I can just come in here and copy this I guess.

[5:08] Let's see. Here's the full data. So I'm just going to copy this whole thing. Make sure I got all that. And then I can go into Google Docs. Just open up a new sheet. Paste that inside the column. And then format data. split text to columns. That did not format properly. So let me go back one more time. And I wonder if I can just copy this one instead. Let's try that. No. So let me say. And then we'll just take this whole thing again. Now this is probably a me error. Because I don't typically deal with data like this. In terms of the formatting and stuff like that. But let's see. So let's see what we got.

[6:40] Google sheets doesn't automatically parse CSV. Method 1, import. Copy all the CSV text I provided. Open a plain text editor. Paste it there. Method 2, paste special. Open a blank sheet. Click on cell A1. So let's try that one more time. So click on cell A1. Paste. And then. Still go data split text to columns. That's what we did before. And. Yeah. That did not work. So let me just take a screenshot of that. And I'm going to just pause this video until I get this right. And I'll come back and update you when it's done. Okay so I'm trying method 2. It gave me the instructions again. Basically I saved it as a CSV file.

[7:48] Just plain text file. I’m going to try to import it. It says leave this unchecked. Import data. Let's see if this works this time. Open now. All right. So that actually worked. We've got our columns here. That one's a little bit along. Let's just wrap these. And then our priority. Perfect. We can format this nicer. But if we just check this. So let's just take a quick look here. Compared to the original. Let's go back into the DNS. We just want to make sure everything is copied correctly. And let's just take a look. So I've got these last ones here. So let's just check these things out. So yeah everything looks like it's copied over correctly.

[8:43] So if I knew how to use Excel a little bit better, then this would actually just be a 2 minute process. But now it's all taken care of. And I don't need to worry about it anymore. So. I can just say, worked great. Thank you. Now, the next one I want to do is wer’re going to open up a new chat. I'm going to go back out to AI agents. And I have this knowledge base. Let's just say we're going to use the AI voice knowledge base here. I'll just copy that title. And I'm going to say. I'd like you to monitor my live chat conversations once a week. And if there are any issues answering questions, I’d like you.

[9:32] It's really confusing man. I’d like, like you to update the FAQs. So basically what I'm doing is it’s going to monitor my conversations. And if there's a situation where somebody asks a question and we can't answer the question, and then later a person comes in and takes over and answers that question properly. Ask AI is going to find those. And then it's going to update the FAQ. So the next time somebody asks those questions, it's going to have an answer for that. And so basically it's just going to be a live evolving FAQ knowledge base. It's going to continue to improve in real time as people are doing things. So which day would you like to run the weekly check?

[10:10] We'll just say Monday. What time? I'll just say 9 a.m.. And what's the exact name of your knowledge base? So that's it there. I believe. Yep. And that's it. So once I have the details, I’ll schedule a weekly task that will review your live chat conversations from the past 7 days. Identify any unanswered or poorly handled questions and update it. And you're all set. Here's a summary of what's been done. So now your knowledge base is going to be a ever self improving knowledge base based on real data from customers questions. And then as your team comes in and answers those, then it's going to update those in FAQ. So it's just going to continue to get better.

[10:50] That's another use case. And then the last one I'll just show you one that I did recently. So our client is using service calendars version two. And we were trying to export a list of all of the appointments both past and upcoming. But it's currently not built in to the system to be able to do that. So I was able to use ask AI to get that data. And then it provided me all of that data in an export document that I was able to import into Google Docs. And get a nice spreadsheet that showed all of the appointments for the services, both past and upcoming. So if I didn't have that, I would have to do that manually.

[11:26] Because currently it's not built into the API to allow me to export that. You can do it with regular appointments, but with the new service V2 appointments, you cannot do that so. This saved me and allowed me to do that. That's just a few use cases. It's really unlimited. What you can do here. You can build things in your account. You can use it for social media posting. All kinds of things. So if you're not already using it, I recommend you get in and start messing around with it. You've got some templates here. Pre-made templates. So just to show you here. Purchase for a phone number and complete regulatory requirements if needed. Auto build a conversation AI agent trained on your business profile and website.

[12:01] Link your Facebook page to social Planner. I mean, there's a ton of stuff you can do here. It's going to be a real time saver. And it's going to just simplify things as well. And this is kind of the direction going forward. So I recommend getting in here. And messing around with it. Start using it in your business so you can automate things, simplify things, and really spend your time working on more important things that will help you grow your business. Alright! That's it! Guys and Gals. If you're not using Ask AI I really recommend you jump in and start using it. It's really going to help you simplify things in your business. You can better spend your time growing your business on the things that only you can do.

[12:34] And let AI handle those automated tasks that it can do much faster and much more efficiently, and probably with less mistakes. In many cases, as well. As always with AI work, I recommend double checking everything. It's not 100% full proof. We tend to rely on it a little bit too much and trust it a little bit too much. so I recommend using it. It's very helpful. But just make sure you're checking everything that's getting done and making sure it's being done properly. Especially with sensitive things like maybe sending out proposals or things like that. The last thing you want to do is, is your AI sends out a proposal that is way off the numbers, or just totally incorrect in terms of what you're trying to do.

[13:11] It's going to really make you look bad and it's going to potentially lose the customer. If not just lose trust with your customer. With that said. That's it for today's video. I will see you in the next one. Again, if you're not subscribed, click that subscribe button. Like this video. Leave a comment. And don't forget to check out my affiliate link down below. 30 day free HighLevel trial. Including a free bootcamp. And I will see you in the next one.