Ask AI as an executive VP rather than as an entry-level receptionist. Right now, many of the proposed agents feel like entry-level roles (receptionist, junior marketer, task executor). That’s useful; but I’m more interested in Ask AI eventually functioning like a chief of staff / executive VP rather than a frontline assistant. The mental model I’m using is the solo or very small business owner, the person who is simultaneously the owner, operator, foreman, and salesperson. They are so busy serving customers that they rarely have time to step back and think about the business itself, let alone analyze data. We often tell business owners to “know your numbers,” but that advice assumes they: > Know which numbers matter > Have time to analyze them > Know what “good” looks like Many don’t; not because they’re incapable, but because they’re overloaded. Thoughts on the poll options: CRM Agent: I hear “CRM Agent,” I imagine a receptionist. That may be valuable - but only if the objectives, authority, and guardrails are clearly defined. What guidance is the agent operating under? What does “success” look like? Is it doing something new, or just executing workflows differently? Users who vote for this signals pain points I don’t personally experience - not that the idea is wrong. Email Agent (outbound): I had a chance to look at the Email AI beta. I’m only marginally interested in generating “beautiful” marketing emails; as a recipient, I usually ignore them because they’re obviously not personal. However, if “running campaigns” means: > Monitoring engagement > Adjusting strategy mid-stream > Knowing when to stop sending …then that becomes more interesting. An Email Agent as a content strategy implementation specialist, not just a writer, is compelling. Content Agent: Adding blogs to the current Content AI makes sense. But the real opportunity, in my view, is a master content strategist that plans a quarterly narrative and then uses sub-agents (social, email, blog) to execute a cohesive, audience-aware, cross-platform message. If it’s just writing content, that’s mildly interesting. If it’s orchestrating an on-brand, culturally relevant, omni-channel strategy — that’s very interesting. Support Agent: This is the biggest immediate gap from what I’ve seen so far. A support agent needs to: > Understand HighLevel’s limitations > Know when to say “I need to hand this to human support” > Assume users have low technical literacy If this is ever rolled out to client accounts (not just agencies), those constraints matter. A support agent that can check inventory, shipping schedules, or account state would be valuable. A support agent that confidently gives wrong answers is worse than no agent. Additional use cases: Inbound Email / Mailroom Agent: Most AI discussions focus on outbound. Historically, businesses also had mailrooms and executive assistants who triaged inbound communication. HighLevel still struggles here. For example, the “Customer Replied” trigger doesn’t actually detect new inbound emails properly and can’t evaluate headers (sender, recipient, or subject). ( https://ideas.gohighlevel.com/automations/p/customer-replied-trigger-add-a-separate-trigger-for-new-messages ) An inbound triage agent would solve a longstanding platform pain point. Account Analyst Agent: For agencies, this would function like a junior account strategist: > Evaluating KPIs across campaigns and channels > Spotting underperformance or drop-offs early > Highlighting opportunities the client may not see > Prompting proactive, data-backed conversations with clients For Service businesses: Imagine a small home services company (plumber, roofer, HVAC) running ads, answering calls, and sending follow-ups through HighLevel. But then acting as a customer service representative responding to queries and evaluating sentiment, shifting priorities, and advising the owner if special care or attention is needed. An experienced sales rep, not just an order taker. Instead of the agency reacting when the client complains, the agent flags issues early and frames the conversation: “Here’s what’s changing, here’s why it matters, and here are two options to correct course.” This turns account management from reactive support into decision support, which is where agencies deliver value. Decision Support Agent More broadly, this is about helping business owners see the forest instead of getting buried in the weeds. An agent that evaluates trends: > Sales > Calls > Content > Inventory …and then interprets what that means would be enormously valuable for busy operators. The core idea At a higher level, I’m less interested in Ask AI as a task doer (though those sub-agents are necessary) and more interested in Ask AI as a business analyst, consultant, and auditor.
