How do I turn a business card into a contact?

Photograph the card. In chat, choose + → Scan Business Card and upload the photo; the name, email, phone, company, title and website are read for you and land in a review card. Check them, then press Write the intro. There's also a public scanner at sagelyn.ai/card-to-crm that needs no login.

In chat

1. Take a clear photo of the card.
2. In your AI Receptionist's chat, click + and choose Scan Business Card. Hold the card in the frame, or add a photo, up to 10 cards per scan, then press Read.
3. The details appear in a review card. Check them and fix anything the scan misread.
4. Press Write the intro. Nothing is saved to GoHighLevel before this.

Scan with your camera

Hold each card up to your phone or laptop camera, one at a time, and press the shutter for each, up to 10 per scan. The whole width of the camera picture is read, not just the frame on screen, so a card held close that runs past the frame still comes back with its full name and email. Then press Read.

Emails are checked first

Before anything is saved, Sagelyn checks every email it read. If the email's domain doesn't exist, the field turns red with This email domain does not exist. Check the card. If the card prints a website, it names it and offers a one-tap fix, for example Use alex@riverstonepools.com.

The public scanner

sagelyn.ai/card-to-crm does the extraction for anyone, without signing in — handy to hand to someone at an event. It shows the fields it read; copying them somewhere is up to you. The in-chat version is the one that works with your CRM.