“Rather than building a dashboard to do it, I just ask my agent questions and it finds out”
Dan Sanchez · AI-Driven Marketer: Master Practical AI Marketing Skills · The New Martech Stack: Keep the Hub, Build the Spokes
Play from 4:02
4:02
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
use an AI agent to ask for data from HighLevel via its API instead of building a dashboard
Said nearby on the same subject
“Analytics module ... load from the legacy systems ... dashboards that you can chat with ... AI agent that allows you to ask different questions to the data”
♫
Said on The Leadership in Insurance Podcast - Insurtech & Innovation
“One of the big things that I teach... a series of coding patterns... you can ask the AI agent, how do you propose that we build this? ... you tell it the patterns it’s allowed to use”
“I am working towards building agents to basically digest and help with data… you’re using Shopify analytics or GA, GA4, you’re using Adobe analytics and whatever platform, a triple whale… build an agent to distill all that down with action”
“Connected system that pulls in your financials, website conversion data, order history, cart data, lead time… you can build dashboarding, different views, recurring queries”