Charlie AI

<a href="https://affiliates.gohighlevel.com/?fp_ref=systems-by-design60&amp;share=uxSug3Fe4kh4K0HtAgtE" rel="nofollow noopener noreferrer" target="_blank">https://affiliates.gohighlevel.com/?fp_ref=systems-by-design60&amp;share=uxSug3Fe4kh4K0HtAgtE</a>

Step-by-Step Guide: How to Load the Charlie Snapshot into GHL

- A snapshot link will be provided (likely below the video or shared separately). If you are the agency owner, you will be able to import the snapshot directly into your GHL account.
- Action: Click on the provided link to start the process.

- After clicking the link, a screen will pop up with the option to "Import Now."
- Action: Click the Import Now button to import the snapshot into your GHL account.

- If you are not the agency owner, you will need to send the snapshot link to the agency owner and request them to load it into your account.
- Action: Share the snapshot link with the agency owner and ask them to import it for you.

1. Click the Snapshot Link:
 - A snapshot link will be provided (likely below the video or shared separately). If you are the agency owner, you will be able to import the snapshot directly into your GHL account.
 - Action: Click on the provided link to start the process.
2. Import the Snapshot:
 - After clicking the link, a screen will pop up with the option to "Import Now."
 - Action: Click the Import Now button to import the snapshot into your GHL account.
3. If You Are Not the Agency Owner:
 - If you are not the agency owner, you will need to send the snapshot link to the agency owner and request them to load it into your account.
 - Action: Share the snapshot link with the agency owner and ask them to import it for you.

Step 2: Confirm the Snapshot Has Been Loaded

- Once the snapshot has been imported, it will appear in your list of snapshots within GHL.
- Snapshot Name: Look for the AI Native Snapshot in your snapshot list, confirming that it has been successfully loaded.

1. Check for the Snapshot:
 - Once the snapshot has been imported, it will appear in your list of snapshots within GHL.
 - Snapshot Name: Look for the AI Native Snapshot in your snapshot list, confirming that it has been successfully loaded.

Step 3: Load the Snapshot into a Sub-Account

- After the snapshot is in your agency account, you will need to load it into a specific sub-account.
- Action: Navigate to the sub-account where you want to load the snapshot. This could be a client account or your own.

- Select the sub-account by clicking the three dots (options menu) next to the sub-account name.
- Action: Click on Manage Client to manage the sub-account.

- In the top right corner, click on the Actions button (a blue button) and select Load Snapshot from the drop-down menu.

- From the list of available snapshots, choose the AI Native Snapshot or the snapshot you have imported.
- Action: Select the snapshot and click Proceed to begin loading it into the sub-account.

1. Go to Sub-Account:
 - After the snapshot is in your agency account, you will need to load it into a specific sub-account.
 - Action: Navigate to the sub-account where you want to load the snapshot. This could be a client account or your own.
2. Manage Client Account:
 - Select the sub-account by clicking the three dots (options menu) next to the sub-account name.
 - Action: Click on Manage Client to manage the sub-account.
3. Load the Snapshot:
 - In the top right corner, click on the Actions button (a blue button) and select Load Snapshot from the drop-down menu.
4. Choose the Snapshot:
 - From the list of available snapshots, choose the AI Native Snapshot or the snapshot you have imported.
 - Action: Select the snapshot and click Proceed to begin loading it into the sub-account.

- Follow the on-screen instructions and click Proceed through each step to fully load the snapshot into the sub-account.
- Note: If the snapshot is already loaded into the account, you don't need to proceed further.

- Once the process is completed, the snapshot will be available in the sub-account, ready for use.

1. Proceed with the Loading:
 - Follow the on-screen instructions and click Proceed through each step to fully load the snapshot into the sub-account.
 - Note: If the snapshot is already loaded into the account, you don't need to proceed further.
2. Snapshot Successfully Loaded:
 - Once the process is completed, the snapshot will be available in the sub-account, ready for use.

Ensure You Are the Agency Owner: Only the agency owner has the ability to import snapshots into GHL. If you are not the agency owner, be sure to provide the snapshot link to the correct person.

Snapshot Availability: After loading, the AI Native Snapshot will be available in the sub-account, allowing you to access its tools and settings as needed.

- Ensure You Are the Agency Owner: Only the agency owner has the ability to import snapshots into GHL. If you are not the agency owner, be sure to provide the snapshot link to the correct person.
- Snapshot Availability: After loading, the AI Native Snapshot will be available in the sub-account, allowing you to access its tools and settings as needed.