Ask AI

Right now, Ask AI only accepts text input. But the model powering it (Claude Sonnet 4.6) natively supports image and file understanding — it can read documents, analyze photos, interpret code files, and work with uploaded content out of the box. That capability just isn't exposed in the current Ask AI interface. Adding a simple attachment button (images, PDFs, code files, HTML, etc.) would unlock a massive amount of functionality that's already built into the model: • Upload a screenshot of an email template and say "rebuild this in the email builder" — the AI can see it and replicate it • Drop in a logo or brand asset and have it incorporated directly into whatever it's building • Paste an HTML file or code snippet as an attachment for the AI to edit, debug, or improve • Upload a PDF (like a service menu or price sheet) and ask the AI to pull info from it to build automations or content • Share a photo of a before/after result and have the AI write social media copy or email content around it The model already knows how to handle all of this — it just needs the interface to accept the files and pass them through. This would turn Ask AI from a text-only assistant into a true visual + document-aware builder, which is especially powerful for the email builder, website builder, and content creation tools. This feels like a low-lift, high-impact feature since the underlying model already supports it. Just needs the upload UI and the file-to-API passthrough.

The Ask AI should have access to create and edit workflows. I find that its direct integration with the API creates a far more robust understanding of the entire HighLevel account compared to the Workflows AI that is limited in its scope. The Ask AI can create comprehensive plans, translate those into actionable projects, and has a much better 'big picture' understanding of how HighLevel's various components work together... that's essentially the point of Workflows. I would love Ask AI to also have access to create courses, course offers, and that API. Combined with the workflows access, Ask AI could create the product (it has API access to this already), assign the course offer to the product, create the course, create the workflow and grant access appropriately, create all of the emails, and now we have the entire loop closed. Ask AI should also have access to the Funnels/Websites AI that is coming (teased in a trailer video). I saw in the video that the AI there said Gemini. The AI for Ask AI is Sonnet (Claude/Anthropic) so it makes sense for them to all be the same. Given the nature/direction of the coming website AI, I would like Ask AI to have full connectivity and control. We should not be accessing 4 fractured and different types of AI with varying levels of interaction and capabilities. This feels disjointed.

I will use Ask AI for some things, but honestly, because of Claude CoWork and Dispatch, I probably won't use it much because I can't schedule automated tasks to run. If you want to know more about reach out.

How is Ask AI possible in the $97 entry tier (without pay-per-use) My brand is an AI brand. I need AI to be available in all tiers, pay-per-use or unlimited. I have clients in the $97 entry tier and for them to use ask AI they have to get the $97 unlimited AI package to even have it show up? I would love to have it in there without the upgrade and just have it pay-per-use please.

It would be awesome if Ask AI could create surveys and forms with a a sigle prompt.

Right now all chats from Ask AI are available for everyone in the account to see, so far no big deal. But what would make this much better is the ability to have different permissions Eg: Users - All chats visible Folder or Project - Only people in there can see the chats Maybe even having it so chats are only visible to those that create it? (Though not ideal, it'll be great to have the team chats fully visible and sharable but the owner of the account or admins having the ability to restrict visibility of some of their chats) Use case here: I created a scheduled task to give me a daily executive summary It would be much more useful to get the finances in detail and/or team performance based on tasks so we can manage that without everyone in the account seeing it

Please add the ability to name the chat. This will help us organize conversations and help us break out conversations / tasks.

When we have a conversation with users, we would like to @mention Ask AI to complete tasks for that contact. Examples below: 1️⃣ Contact Management & CRM Tasks The AI could handle anything related to the contact’s record: Update Contact Info “@AskAI update John Doe’s phone number to +1-555-1234.” “@AskAI add a note that John prefers morning calls.” Segment / Tag Contacts “@AskAI tag this contact as VIP.” “@AskAI move Jane Smith to the ‘Hot Leads’ pipeline.” Schedule Events / Appointments “@AskAI schedule a follow-up call for next Tuesday at 10 AM.” “@AskAI check if there’s availability for a demo this week and book it.” CRM Data Lookup “@AskAI show me the last 3 emails sent to this contact.” “@AskAI pull all deals for this contact that are over $5,000.” 2️⃣ Marketing & Communication Automation The AI can handle personalized outreach without leaving the chat: Send Emails / SMS “@AskAI send this contact the welcome email template.” “@AskAI text Jane the appointment confirmation.” Create Campaign Tasks “@AskAI add this contact to the Black Friday SMS campaign.” “@AskAI create a drip sequence for this lead.” Follow-up Reminders “@AskAI remind me to follow up with this contact in 3 days.” “@AskAI schedule an automated check-in message if no response in 48 hours.” 3️⃣ Sales & Deal Management The AI can support pipeline and revenue-related tasks: Update Opportunities / Deals “@AskAI move this contact’s deal to Negotiation stage.” “@AskAI add a note that the client requested a discount.” Generate Quotes / Estimates “@AskAI create a quote for this contact with the standard package.” Forecast / Summary Requests “@AskAI show me all deals this contact has in the pipeline.” 4️⃣ Knowledge & Information Retrieval The AI could instantly provide context from your CRM, KB, or connected sources: CRM Data Lookup “@AskAI what classes has this student attended?” “@AskAI pull their last 5 invoices.” Dynamic Spreadsheet or API Retrieval “@AskAI check if Product X is in stock and tell the contact.” “@AskAI fetch the latest availability from Google Sheets for this contact.” Document / Template Retrieval “@AskAI pull the PDF contract template for this client.” “@AskAI summarize the last support tickets for this contact.” 5️⃣ Task & Workflow Automation The AI could trigger automations on-demand: Trigger Pipelines / Automations “@AskAI start the onboarding workflow for this lead.” “@AskAI trigger the renewal campaign for this customer.” Assign Tasks to Team Members “@AskAI assign follow-up task to Alex for this contact.” Custom Workflow Execution “@AskAI run the lead scoring automation for this contact.” 6️⃣ Conversation & Notes Enhancement The AI could make your communication smarter without leaving the thread: Draft Replies “@AskAI reply to this message with a friendly confirmation.” “@AskAI draft a follow-up email summarizing the last conversation.” Summarize Conversation History “@AskAI summarize all messages with this contact.” “@AskAI highlight key action items from our last conversation.” Translate / Rephrase “@AskAI translate this message to Spanish for the contact.” “@AskAI reword this reply to sound more professional.” 7️⃣ Reporting & Insights The AI could give you quick insights per contact: Engagement Insights “@AskAI show me how many times this contact opened emails last month.” “@AskAI tell me if this lead is responsive or cold.” Pipeline Analysis “@AskAI summarize the deal history for this contact.” “@AskAI calculate total revenue generated from this client.” 8️⃣ Advanced / Dynamic Data Use Cases This is where it gets really powerful if integrated with live sources: Check Real-Time Availability “@AskAI check if Product X is available today in inventory.” “@AskAI check the tutor’s schedule for next week.” Pull Multi-Source Data “@AskAI combine info from Google Sheets + CRM + Docs and give me a summary.” “@AskAI tell me if any recent invoices are unpaid.” AI Reasoning / Recommendations “@AskAI suggest the best upsell package for this contact.” “@AskAI analyze this lead and tell me their likelihood to close.”

I use ChatGPT all the time. I love the functionality of having projects so that I can come back to a project and the chat will remember everything. I love to be able to have the idea of using a microphone so I don't have to type all the time.