How to use HighLevel AI Schema Markup Generator

TL;DR

The video demonstrates a new AI driven schema markup generator inside the SEO settings, letting users create JSON schema quickly in the JSON view or form based mode. It also covers added AI knowledge base for emails, dialer improvements, voicemail routing, and several UI and workflow enhancements across conversations, forms, notes, and Kanban views.

Transcript

radar. We've got another special guest appearance. I know. For those of you who haven't met me, I'm Emma Jackson. I'm filling in for Chase today. Do my best to be just as exciting as he is. And this is High Level's release radar, where you get to find out all the awesome stuff that's been released in the past week. And let me tell you, this one, th... Read More

Key Insights

• The schema markup generator now includes an AI driven prompt system that produces JSON schema in about 30 to 40 seconds.
• Users can choose between a form based view or full JSON view when editing generated schema for precision.
• Email AI gains a knowledge base integration that uses existing help articles to explain processes within the builder.
• Dialer window controls have been improved to allow pinning, minimization, and repositioning for easier access.
• Voicemail is now triggered for inbound calls with no user or forwarding numbers configured to capture potential leads.
• A2P AI validation updates simplify the process by validating campaigns and improving use case selection for chat widgets.
• Conversations usability boosts reduce friction by enabling contact updates and channel switches while viewing transcripts.
• Form submissions can now be viewed directly within the conversations module for faster reference.
• New image layout options include focal point adjustments to enhance form and survey designs.
• Structured notes upgrade introduces color coding, attachments, and API support for workflow driven note management.
• Opportunities Kanban pages gain collapsible and resizable sections for better layout control.

Questions & Answers

Q: How does the AI Schema Markup Generator work in HighLevel and what can I edit?

The AI Schema Markup Generator runs from the SEO schema markup area and offers a JSON view for editing. It automatically generates schema after you trigger it, and the results can be checked and edited directly in the JSON view to ensure accuracy. This lets you tailor structured data precisely for your pages.

Q: What is the new knowledge base integration in Email AI used for?

The new knowledge base integration in Email AI uses existing help articles to provide accurate, contextual guidance within the AI UI. It helps users understand processes like creating campaigns and using RSS features by summarizing steps and outlining workflows based on the system’s documented knowledge.

Q: How has the dialer interface been improved in this update?

The dialer interface now supports auto minimize, pinning, and repositioning on the desktop. These controls stay persistent across the app, letting users customize their workflow and keep the dialer out of the way when not needed, which helps streamline calling activities.

Q: What happens to inbound calls with no configured numbers?

Inbound calls that have no user or forwarding number configured are routed to voicemail instead of being rejected. This change helps capture leads that might otherwise be lost, improving lead collection from unanswered or misrouted calls.

Q: What does AI validation for A2P campaigns involve?

AI validation for A2P campaigns involves using artificial intelligence to check and validate campaigns for the chat widget and other messages. The updates include revised use case selection order and support for multiple SMS opt-ins, aimed at reducing friction in the ATP process and helping users meet requirements more easily.

Q: What usability improvements were made to conversations?

Conversations now offer easier updates of contact details while viewing transcripts, quick sending of emails during calls, and smoother channel switching. These changes reduce friction and enable multitasking, making it faster to manage ongoing conversations without leaving the current screen.

Q: How do the new image layout options enhance forms and surveys?

The new image layout options provide more flexibility for designing forms and surveys, including focal point adjustments. Users can set the focal point to guide how images are displayed when resized, which helps maintain visual emphasis and improve respondent experience.

Q: What is the purpose of the structured notes upgrade?

Structured notes upgrade introduces organization, color coding, attachments, and API endpoints to support workflow driven notes. This makes notes more actionable and searchable, enabling teams to prioritize and reference notes more efficiently in their processes.

Summary & Key Takeaways

• HighLevel released phase two of the schema markup generator with an AI driven JSON output and a form based option to edit schema in the left drawer. Users can generate JSON schema quickly and review it for edits before implementation.

• The update expands AI capabilities across the platform including Email AI with knowledge base integration, improved dialer controls, voicemail for unrouted calls, AI validation for A2P campaigns, and better conversations and form handling.

• There are enhancements to visuals and workflow such as new image layout options with focal points, structured notes, collapsible opportunity pages, and more flexible Kanban and form design to streamline multitasking across teams.