LevelUp Day 2025: The Next Evolution of HighLevel Features and Enhancements
👉 This post will be updated frequently with more details & support links for all the new releases.
On LevelUp Day at the LevelUp Summit 2025, HighLevel opened the gates to a fresh era of practical power. We released a disciplined upgrade to how agencies and SaaSprenuers work, with tools that shorten the distance from idea to impact. Across the entire platform, you'll find smarter implementations of AI, faster build times, clearer observability, and a faster backend, all aimed at providing smoother client experiences. In this post, we'll cut through the noise and show you exactly what shipped, why it matters and how to put it to work today.
Prospecting: Local SEO Audit with interactive heatmap, customization & competitors
We’ve supercharged the Local SEO Audit inside Prospecting with three powerful upgrades: interactive heatmaps, customization controls and the ability to benchmark against competitors. Agencies can now run visual, hyper-local audits that clearly show a business's ranking across different neighborhoods. The new customization options let you fine-tune audits to highlight what matters most, while competitor overlays make it easy to demonstrate opportunities and wins. This turns every audit into a compelling sales conversation and positions your agency as the obvious solution for growth.
External Tracking: Track external forms with Tracking Script
You can now track leads and conversions from external forms using HighLevel’s new Tracking Code. This feature allows Agencies to capture data and trigger automations from any website or funnel, whether it’s built inside or outside the platform. Add the tracking snippet to your external site, and every form submission is recorded directly in your CRM, complete with attribution data. This gives you full visibility into performance across all your marketing touchpoints without relying on third-party integrations.
Google Business Profile: Add messaging & social channels to your Google Business Profile (GBP)
Agencies can now add messaging and social links directly to clients’ Google Business Profiles, making it easier than ever for local customers to connect. This update enables you to connect supported messaging apps and social platforms (such as Facebook, Instagram and WhatsApp) directly from within your GBP settings. By consolidating all customer touchpoints, you help clients appear more responsive, improve local engagement and strengthen their online presence, all managed seamlessly through your dashboard.
Prospecting: Bulk Prospecting in HighLevel
The Prospecting tool now supports Bulk Prospecting, allowing Agencies to find and qualify multiple leads at once using Google Maps data. Instead of searching for prospects one by one, you can instantly pull in a list of local businesses that match your target filters, complete with contact details, online presence insights and local SEO data. This update dramatically speeds up outreach and makes it easy to identify high-value opportunities in any niche or region.
SaaS: Import Stripe products into SaaS Configurator
You can now import existing Stripe products directly into the SaaS Configurator, making setup faster and more seamless than ever. This update eliminates the need to manually recreate products. Simply sync them from Stripe and start building or updating your SaaS plans instantly. For Agencies & SaaSPRENEURs, this means less admin work, fewer errors and a smoother way to align billing between HighLevel and Stripe.
AI: Introducing intent-based routing in Agent Studio
Intent-Based Routing in Agent Studio takes call handling to the next level. Using AI, it identifies the caller’s intent in real time and routes them to the best-qualified agent or department. This means faster resolutions, better customer experiences and smarter use of your team’s time. For Agencies, it’s a huge leap forward in delivering scalable, intelligent customer support.
Contacts: Revamped List View & SmartLists
The new List View and SmartLists experience introduces a faster, more intuitive way to manage contacts. Enjoy improved filters, customizable columns and a cleaner layout designed for speed and usability. For Agencies managing large volumes of leads and clients, this update streamlines daily workflows and reduces time spent searching for data.
Reputation Management: Use Template Library to create branded review request emails
You can now import templates from the Email Template Library directly into Email Review Reports, making it easier to apply consistent branding and design across your communications. Agencies can save time by leveraging pre-approved templates while still customizing analytics and content per campaign. It’s a simple way to boost professionalism and speed up campaign prep.
Accessibility Enhancements: Topbar & Help Drawer
We’ve introduced new accessibility improvements to the Topbar and Help Drawer, ensuring smoother keyboard navigation and better support for screen readers. These updates improve usability for all users and meet modern accessibility standards. Agencies serving clients in regulated industries can now showcase stronger compliance and inclusivity.
Bulk Actions: New Drip Mode Architecture
The new Drip Mode Architecture in Bulk Actions improves reliability and pacing for mass outreach campaigns. Instead of sending large volumes at once, messages and updates are now delivered intelligently over time, helping avoid throttling and maintaining consistent delivery performance. For Agencies, it’s a smarter way to scale outreach while protecting deliverability.
Conversation AI: Enhanced & smarter prompt logic
Conversation AI just got smarter with improved prompt logic and context handling. This update helps AI-driven responses sound more natural, stay on topic and understand intent with greater accuracy. Agencies using AI for chat and lead engagement will see better conversion outcomes and a more human-like experience for prospects and customers.
Reputation Management: New Competitor Analysis
You can now see how your clients stack up against the competition with Competitor Analysis in Reputation Management. View local competitors’ review counts, ratings and keyword trends side-by-side to uncover growth opportunities. For Agencies, this makes it easy to demonstrate ROI and build data-driven strategies that help clients stand out in search results.
Email: Predictive Sending (smart sending)
Predictive Sending in LC Email automatically delivers campaigns at the optimal time for each contact, based on past engagement patterns. This ensures higher open and click-through rates without extra configuration. It’s an optimized and effortless way to boost performance across every email strategy and campaign.
Reselling: Unified Payment Options across all SaaS locations
The Unified Payment Options update brings consistent billing methods across all SaaS locations. Whether clients pay by card, ACH or other options, everything now syncs under one system. Agencies benefit from simplified management, reduced errors and a unified customer payment experience.
Webinar: Recurring Webinar Event Settings
New Recurring Webinar Settings make it simple to run automated sessions without manually creating new events each time. Schedule recurring webinars for ongoing lead generation, onboarding or education, saving time while maintaining consistent engagement.
Social Planner: Social Listening now live
The Social Planner now includes Social Listening, giving Customers and Agencies the power to monitor brand mentions and keywords across major platforms. Stay on top of client reputation, engage in real-time conversations and uncover insights to fuel more effective campaigns. It’s an essential upgrade for proactive social management.
Payments: Managing Granular Permissions for payments
Agencies can now offer granular permissions in Payments, giving businesses fine-tuned control over who can access, edit or manage transactions. This improvement enhances financial security and accountability while enabling multi-user teams to operate efficiently without compromising sensitive data.
Funnels: Element Templates in Page Builder
The Page Builder now supports Element Templates, allowing you to save and reuse custom-designed sections across funnels and websites. Agencies can build faster, maintain brand consistency and simplify design workflows while giving teams a library of reusable components for high-converting pages.
Extended Access: Template Library available for ALL plans
The Template Library is now available for $97 and $297 Plans and Admins, giving ALL accounts access to the same professional templates used by top-performing Agencies. From funnels and emails to automations, this unlocks instant value for Customers and Agencies looking to elevate delivery without custom builds.
Conversation AI: New knowledge sources support & quality upgrades
Conversation AI now supports additional knowledge sources and delivers more natural, context-aware responses. Agencies and Customers can train AI assistants using documents, FAQs or website data, leading to smarter interactions and more accurate lead engagement. It’s a major leap forward in AI-driven communication.
Reselling: Product-specific cancellation reasons
Agencies can now capture product-specific cancellation reasons when clients downgrade or cancel subscriptions. This data helps identify patterns, improve retention strategies and enhance overall SaaS management insights. This enhancement that makes a big difference in keeping churn under control and adding more potential revenue.
Reselling: Special Prices for SaaS Sub-Accounts
Now set Special Prices for SaaS Sub-Accounts, allowing Agencies to customize pricing for specific clients or groups. Offer unique packages, discounts or strategic deals while maintaining your overall SaaS structure. This gives Agencies flexibility to reward loyal clients and win more deals.
SaaS: Modify SaaS plan category and plan level
Agencies can now modify SaaS plan categories and levels on the fly. Whether you’re restructuring tiers or rolling out new packages, this update gives you total flexibility without disrupting active subscriptions. It’s a key upgrade for maintaining scalable, adaptive pricing models.
Social Planner: New Threads integration
The Social Planner now includes full integration with Meta Threads, letting Agencies plan, schedule and publish posts directly to Threads alongside other social platforms. This addition expands your clients’ reach into one of the fastest-growing social spaces without leaving your dashboard. Agencies can now manage content calendars, campaigns and engagement across all major networks from a single, unified workspace.
WordPress: Website Performance Report
Agencies can now generate Website Performance Reports for client WordPress sites directly within the platform. These reports provide actionable insights into site speed, SEO health and overall technical performance. By tracking load times, Core Web Vitals and optimization scores, Agencies can quickly identify opportunities for improvement and show clients the measurable impact of their services from a single dashboard.
WordPress: Custom Values added
You can now use Custom Values within WordPress, allowing dynamic insertion of personalized or campaign-specific content directly into site pages. This update connects the CRM and website builder more tightly, so you can push data-driven content like client names, service areas or promo details automatically. It’s a simple but powerful enhancement that brings automation and personalization to web experiences.
AI: Auto-refresh of Knowledge Base trained links
AI assistants now auto-refresh trained links in their Knowledge Base, ensuring all connected sources remain up-to-date without manual retraining. This means that when linked documents or URLs change, the AI automatically updates its references to reflect the newest information. Customers and Agencies benefit from better response accuracy, reduced maintenance and more trustworthy automation across all AI-powered customer interactions.
E-commerce Store: Manual & Smart Collections for products
E-commerce Store now supports both Manual and Smart Collections, providing greater flexibility in organizing client products. Manual collections allow precise curation, while Smart Collections automatically group products based on tags, categories or other attributes. This helps create tailored shopping experiences that adapt dynamically to inventory updates, perfect for efficiently scaling eCommerce stores.
Chat Widget: Configurable AI Agent name & call recording notice
The Chat Widget now allows you to configure the AI Agent’s display name and add a custom call recording notice. Personalize every client-facing interaction while maintaining transparency and compliance. Whether you’re naming your AI support rep or customizing consent language, this update enhances trust and user experience while ensuring compliance with privacy requirements.
QR Codes: Bulk action, renaming & copy link shortcut
Managing links just got easier. With this update, you can rename QR Codes, use a copy link shortcut and perform bulk actions directly from your dashboard. These small yet powerful workflow enhancements help clean up campaigns, simplify reporting, and share assets more efficiently. It’s a perfect blend of convenience and efficiency for teams managing multiple clients or high-volume assets.
Social Planner: Comment Management
Comment Management in the Social Planner allows you to view and respond to comments directly within the platform, eliminating the need to switch between accounts. This feature centralizes engagement across multiple social channels, helping Agencies and Customers strengthen client relationships, improve response times and build community trust with streamlined visibility.
Snapshots: New Custom Reports
You can now include Custom Reports when building or sharing Snapshots. This enhancement allows Agencies to replicate dashboards and analytics views as part of account templates, ensuring clients instantly receive the same reporting setup. It’s a major time saver for Agencies managing multiple accounts, guaranteeing consistency and professional-grade analytics delivery from day one.
Blogs: CSV Blog Importer
The CSV Blog Importer allows you to quickly migrate existing articles into the Blog tool. Upload a CSV file containing titles, content and metadata, and the platform will auto-create your posts so they're instantly ready for review or publishing. It’s perfect for Agencies transitioning clients from legacy CMS platforms and wanting a faster, bulk-import process without manual formatting.
Dashboards & Reporting: Meta Ad Widgets & Insights
Meta Ad Widgets & Insights are now available inside Dashboards, displaying a unified view of ad performance metrics directly within HighLevel. Access campaign spend, clicks, reach and conversion data alongside CRM performance without leaving the platform. This integration eliminates tool hopping, improves transparency, and helps tie ad performance directly to lead outcomes.
Social Planner: Bluesky integration
The Social Planner now supports posting to Bluesky, expanding the platform’s reach to one of the newest and fastest-growing social networks. Agencies can schedule and manage Bluesky content alongside other platforms for a more complete social strategy. This integration makes it easy to help clients engage early adopters, grow audiences and maintain brand consistency across emerging channels.
Media Library: Built-in Image Editor
A brand-new Image Editor is now built directly into the Media Library. This tool lets you crop, resize, annotate and enhance images without leaving the platform. Whether you’re polishing visuals for funnels, emails or websites, the editor streamlines creative workflows and eliminates the need for external software, saving both time and effort for marketing teams.
Snapshots: Version Management
The new Snapshots Version Management system allows Agencies to track, compare and restore previous versions of their Snapshots. You can now confidently update and iterate on templates knowing a rollback option is always available. This update brings version control to your automation frameworks, ensuring safer experimentation and better quality control for multi-location deployments.
SaaS: Allow downgrade with configurable deflections
Agencies can now enable SaaS plan downgrades with built-in deflection options to retain clients. Before a downgrade is completed, users can be presented with custom offers, incentives or surveys designed to reduce churn. This feature empowers Agencies to manage client retention proactively, offering flexibility without losing revenue opportunities.
Snapshots: Introducing the new design system (UI)
Snapshots now feature a completely redesigned user interface, built on HighLevel’s new design system. The refreshed layout improves navigation, readability and access to key actions like cloning, updating and sharing. For Agencies, this update streamlines workflow creation and gives teams a cleaner, more intuitive visual experience for managing automation assets.
Affiliate Manager: Guided Import Experience for FirstPromoter campaigns
The Affiliate Manager now offers a Guided Import Experience for FirstPromoter campaigns, simplifying the migration process. Step-by-step instructions walk you through connecting accounts, syncing affiliate data and validating payout structures. This enhancement removes guesswork and ensures a smooth transition for Agencies consolidating affiliate programs into one unified dashboard.
Conversation AI: Bots can now respond to images
Conversations AI Bots can now interpret and respond to images shared in chat, opening new opportunities for interactive engagement. Whether it’s reading screenshots, identifying uploaded documents or recognizing visual content, this enhancement brings multi-modal intelligence to AI-powered conversations. Agencies and Customers can now deliver smarter, more human-like support experiences that go beyond text.
Contacts: Add Contact Modal upgrade & customizations
The Add Contact Modal has been redesigned with new customization options, allowing Agencies to tailor fields and layouts to match their workflows. Create personalized forms that capture exactly the right data, streamline lead entry and enhance your team’s productivity. The result is a faster, cleaner and more flexible contact management experience built for high-volume teams.
Prospecting: PDF customization in Marketing Audit Reports
The Prospecting Marketing Audit Reports now support full PDF customization, letting Agencies and Customers add branded elements, adjust layouts and include custom sections or insights before sending reports to potential clients. This enhancement turns standard audits into polished, client-ready presentations that reflect your brand identity. With more flexibility and control over visuals and content, you can elevate first impressions, showcase value clearly and close deals with professional-grade reports.
Conversation AI: Multiple calendars support for appointment booking action
Conversations AI now supports multiple calendar integrations when booking appointments through the workflow action. Map different calendars to various team members, departments or service types from within a single AI-driven conversation. This enhancement brings more flexibility to automated scheduling, allowing AI assistants to intelligently route appointments based on availability, specialization or region. It’s a major upgrade for Agencies managing multiple client teams or multi-location setups.
SaaS: Introducing Banners Management
A brand-new Banners Management tool is now live, letting Agencies easily create, customize and deploy announcement banners across client accounts. Use banners to highlight promotions, feature launches or important updates inside the client portal. With flexible design options and scheduling controls, Agencies can keep users informed and engaged without relying on manual communication or third-party tools.
Dashboards & Reporting: Sub Account Dashboards & Custom Reports now available on all plans
Sub-Account Dashboards and Custom Reports are now accessible on all plan levels, empowering every Customer and Agency to deliver professional analytics and performance tracking to clients. Build detailed dashboards for KPIs like leads, conversions, and revenue tailored to each sub-account. This democratizes reporting capabilities, helping smaller Agencies compete with enterprise-level insights and transparency.
Opportunities: New Pipeline Permissions
The new Pipeline Permissions update now gives full control over who can access and edit specific pipelines. Assign permissions by user, team or role to maintain data integrity and privacy across complex sales organizations. This improvement ensures sensitive opportunities remain visible only to authorized staff, improving both security and accountability in CRM management.
Forms and Surveys: Address Auto-Complete for all accounts
Address Auto-Complete is now available for all accounts inside Forms and Surveys, powered by Google’s Places API. This feature simplifies data entry by automatically suggesting addresses as users type, reducing errors and improving conversion rates. This enhancement ensures form accuracy and creates a more polished, frictionless experience for every submission.
Custom Objects: Opportunity association
You can now associate Custom Objects with Opportunities, creating a more dynamic and interconnected CRM structure. You can now link deals to custom records, such as contracts, products or services, enabling detailed tracking and automation based on unique data models. This unlocks advanced reporting, smarter segmentation and more tailored workflows that fit your business logic.
Quizzes: Personality Style Quizzes and Editor Upgrade
The Quizzes tool now supports Personality-Style Quizzes, allowing you to build interactive experiences that segment audiences based on responses. The upgraded editor includes better logic controls, design flexibility and progress tracking. Perfect for lead generation, Agencies and Customers can now craft engaging quizzes that not only capture leads but also qualify them with insight-rich data ready for automated follow-up.
Dashboard & Reporting: Create Widgets Using Custom Objects
You can now create dashboard widgets using Custom Objects, unlocking deeper, personalized analytics. This enhancement enables you to visualize custom CRM data, such as memberships, projects or campaigns, directly in reports. By combining native metrics with Custom Object data, Agencies and Customers can build dashboards that truly reflect unique workflows and KPIs for every client vertical.
WordPress: Custom HTML pages
Create Custom HTML Pages inside WordPress-managed sites directly from HighLevel. This enhancement offers full code-level flexibility while maintaining CMS simplicity, making it ideal for advanced landing pages, scripts and integrations. It gives Agencies complete creative control to build high-performance, custom-branded experiences for their clients without developer dependency.
Forms, Surveys & Quizzes: Elements and Slide Cloning
The latest update introduces Element and Slide Cloning in Forms, Surveys, and Quizzes, making design and duplication faster than ever. You can now replicate entire form sections or survey slides with one click, maintaining formatting and logic automatically. This feature streamlines build time, reduces repetitive setup and ensures consistent design across client projects.
E-commerce Store: Printify integration
The Ecomm Store now integrates directly with Printify, allowing you to connect online shops with on-demand print fulfillment. Products can be automatically synced between stores and Printify, simplifying inventory management and fulfillment workflows. Agencies can now help clients sell branded merchandise without handling production or logistics - unlocking new revenue streams through seamless print-on-demand automation.
Custom Objects: Now available across all plans + increased limits
Custom Objects are now accessible across all HighLevel plans with higher record limits for scaling data models. This expansion lets you create, associate and automate around complex data types like memberships, events or service requests. With consistent access across desktop and mobile, Agencies can build more advanced CRMs, tailored automations and dynamic reports that reflect each client’s unique operations.
Quizzes: Section and Score Tier Control
The new Quizzes Section and Score Tier Control feature now allows advanced logic and scoring flexibility. Create separate sections, assign weighted points and design personalized result tiers that adapt to user responses. This empowers Agencies and Customers to produce dynamic quizzes for lead qualification, market research and interactive experiences while delivering precise insights into user intent.
E-commerce Store: Shipping charges based on product & App Shipping Profiles
Shipping management just got smarter. You can now define shipping charges per product or based on App Shipping Profiles, giving finer control over costs and delivery options. This ensures accurate pricing across varied catalogs and helps support clients selling diverse product types. The result is fewer fulfillment errors, better transparency and happier customers at checkout.
Email: Best Time Recommendation in email marketing campaigns
The Email Builder now includes Best Time Recommendations, powered by engagement data. HighLevel automatically analyzes recipient behavior to determine the ideal time to send each campaign, helping to achieve higher open and click rates. This intelligent scheduling feature eliminates guesswork and optimizes deliverability, making it perfect for maximizing ROI on every email sequence.
Voice AI: New Voice AI Chat Widget
The new Voice AI Chat Widget adds a new dimension to customer engagement by combining conversational chat and voice capabilities. Visitors can interact using voice input directly from the website, and AI responds naturally in real time. This hands-free experience enables faster, more human-like and more accessible support and lead capture, especially on mobile devices.
Payment Integration: Smoother and more secure payments with 3DS on Square
Payments are now more secure than ever with 3D Secure (3DS) verification enabled for the Square Payment Provider. This enhancement ensures every transaction is authenticated in real time, reducing fraud risk while maintaining a smooth checkout experience. For Agencies, it means added peace of mind and compliance while protecting both clients and their customers during every online purchase.
Communities & GoKollab: Go Live Feature
The new Go Live Feature inside Communities and GoKollab brings real-time engagement directly to your community and groups. Agencies and Customers can now start live video sessions within communities to host Q&As, workshops, coaching calls or member discussions without needing external tools. This update transforms static online communities into interactive experiences that drive participation, trust and connection. For Agencies managing client networks or membership programs, Go Live makes community management more personal, dynamic and results-driven.
Chat Widget: Attachments in Live Chat
Live Chat now supports file attachments, allowing visitors to upload screenshots, documents and media directly within the widget. This shortens back-and-forth and gives support teams the exact context they need to help. Files are stored with the conversation, keeping history organized for QA and compliance. Reduce resolution time, improve first-contact success and deliver a more modern support experience.
Conversation AI: Bots can now respond to audio
Conversation AI now understands audio messages and replies intelligently. No manual transcription required. Prospects can speak naturally on mobile; AI detects intent, extracts details (names, dates, amounts) and continues the flow. Gain accessibility, higher engagement and richer context for follow-ups. It’s a major leap for human-like automation in voice-first markets.
Opportunities & Pipelines: Color-coded Pipelines with Smart Tags
Smart Tags in Opportunity Pipelines make it easier than ever to visualize and organize deals. You can now apply color-coded tags to opportunities, creating instant visual indicators for deal stage, priority or lead type. The result is faster pipeline navigation and a clearer understanding of where every opportunity stands. This feature helps sales teams reduce oversight, improve handoffs and act on key deals more quickly. For Agencies managing multiple clients and pipelines, it turns cluttered boards into an actionable, color-coded command center.
CRM: Multi-Object task association
Tasks can now be linked to multiple records at once, connecting them across contacts, companies, opportunities and even custom objects. This improvement allows for deeper context and visibility when managing follow-ups or team activities. No more duplicate tasks for the same action. Teams can attach one task to all relevant entities, ensuring alignment across the CRM. Agencies benefit from cleaner task lists, more accurate reporting and better collaboration between departments. It’s a meaningful upgrade for Agencies that rely on precision in complex, multi-object workflows.
Conversations: Complete redesign built for speed, clarity & control
Meet the new Conversations: faster loading, cleaner layout and smarter multi-channel controls. Batch actions, improved search and clearer message status make high-volume inboxes manageable. Get shorter handle times, better triage and higher agent productivity - with less training for new teammates.
Contacts: Bulk SMS upgrade
The Bulk SMS tool has been rebuilt from the ground up to handle higher volumes and ensure better deliverability. Agencies can now control send pacing, manage compliance with improved throttling, and track performance through detailed analytics. Messages send faster while maintaining carrier integrity and avoiding blocked numbers. For Agencies running outreach or nurture campaigns, this upgrade turns SMS into a dependable and scalable engagement channel. It’s a must-have enhancement for anyone managing high-volume communications with the precision of enterprise-grade infrastructure.
Integrations: TikTok DMs and comment automations
You can now connect TikTok direct messages and comments directly into HighLevel to manage conversations and automate replies. This feature allows you to trigger workflows when someone comments on a post or sends a dm, automatically engaging leads while they’re most active. All TikTok messages flow into the unified inbox, keeping communication consistent across platforms. It helps agencies turn viral engagement into real conversations, leads and conversions - without manual monitoring. This integration extends your social automation toolkit and makes TikTok a true revenue channel for clients.
Contacts: Manage and merge duplicates
The new Duplicate Management and Merge Tool helps automatically detect and resolve duplicate records in just a few clicks. You can review potential duplicates, set matching rules, and merge intelligently while preserving valuable data like activity history and notes. This ensures your CRM stays clean and efficient with no more fragmented client data or lost context. Agencies can confidently run automations knowing that workflows are acting on accurate, unified records. A clean database isn’t just tidy. It’s the foundation of better performance across all client operations.
Restore page revamp
The Restore Page has undergone a complete refresh, introducing new filters, faster load times and an enhanced recovery process. Agencies can now view all deleted items by category and restore them instantly without leaving the page. The system also logs recovery actions for transparency and compliance. This makes it easier than ever to recover mistakenly deleted contacts, campaigns or assets across sub-accounts. With this upgrade, Agencies can safeguard client data and reduce downtime when something goes wrong.
Contacts: Sending bulk review requests
The bulk review request tool has been completely rebuilt for speed, scale, and reliability. You can now send review requests to hundreds or thousands of contacts at once without delays or throttling. The new background processing engine ensures each request is queued, delivered and tracked accurately, even during high-volume campaigns. This improvement eliminates timeouts and failed sends that previously slowed down outreach. For agencies running reputation campaigns, this upgrade means faster delivery, better analytics visibility and more reviews for every client with less effort.
Conversations: Set and track response time goals with SLAs
You can now set and monitor Service Level Agreements (SLAs) inside Conversations to ensure teams respond promptly across every channel. Define custom response time goals by department, channel or client to easily track whether your team is meeting or exceeding targets. Real-time alerts and reports help Agencies maintain accountability, optimize staffing and prove service quality with measurable benchmarks. This update turns responsiveness into a trackable metric helping Agencies improve customer satisfaction and operational performance.
GoKollab: Turn Members into Growth Partners with Community Affiiliates
The new Community Affiliates feature lets Agencies and creators turn their most active community members into referral partners. Within GoKollab, you can assign affiliate roles, track performance and reward members directly for driving new signups. This transforms your community into a built-in growth channel that fuels expansion organically. Agencies can automate commission tracking, simplify payouts, and identify top advocates in one dashboard. It’s an effortless way to reward engagement, grow membership and strengthen community loyalty.
Calendars: Centralized Availability Management with Schedules
The new centralized availability management system makes scheduling easier for managing multiple calendars, staff and services. Instead of setting availability individually, you can now create shared schedules that apply across all bookings and team members. This simplifies setup, eliminates conflicts, and ensures consistency across every client-facing calendar. Updates sync automatically, keeping everyone’s availability accurate without extra work. For Agencies handling large teams or multi-location operations, this upgrade delivers more control and better visibility in one place.
SMS Notifications Now Available for Calendars & Services
SMS notifications can now be enabled directly for all calendar bookings and services, making communication with clients faster and more reliable. Agencies can send automatic text confirmations, reminders and updates to reduce no-shows and improve attendance rates. Messages are fully customizable, allowing you to tailor tone and timing for each service type. This update also streamlines scheduling by keeping clients informed without requiring manual follow-ups. It’s a simple yet powerful addition that helps Agencies deliver a smoother, more professional appointment experience.
Conversation AI: V3 - The new flow-based builder is here
The new flow-based builder for Conversation AI is now live, giving Agencies a faster and more visual way to create intelligent, automated chat experiences. The redesigned interface replaces long, complex setups with a clear, drag-and-drop canvas where you can connect intents, actions and responses. Each flow step provides visibility into logic and variables, making it easier to design natural, personalized conversations that convert. Real-time testing and debugging help refine interactions before going live. For Agencies, this release delivers a more intuitive, scalable approach to building AI conversations that feel human, responsive and effective.
Services: (V2) Support for taxes and processing fees
The updated taxes and processing fees system gives Agencies complete control over how service charges are calculated and displayed at checkout. You can now automatically apply regional tax rules, add processing fees, or include custom surcharges for specific services. This ensures accurate pricing and transparent billing for every transaction. The new version also improves reporting by clearly separating revenue, tax and fee data in analytics. For Agencies managing recurring or service-based payments, this update makes pricing management more precise, compliant and effortless.
Workflows: Company based workflows - Triggers & actions
The new company based workflows feature allows Agencies to automate processes at the company level rather than only for individual contacts. This enhancement is ideal for B2B Agencies that manage multiple stakeholders under one organization. You can now trigger actions, send messages or update records based on company-wide events, improving accuracy and efficiency in multi-contact accounts. It also supports shared data logic, ensuring all contacts tied to a business stay in sync. This update helps Agencies streamline automation for account-based marketing, onboarding and retention strategies.
Contacts: All new contact detail page
The all new contact detail page delivers a faster, smarter and fully redesigned experience for managing every interaction. View conversations, notes, tasks and activity history in a single organized layout that reduces clicks and improves efficiency. The new interface prioritizes clarity, allowing users to find and act on information without distractions. Key details like tags, custom fields and engagement stats are always visible, making it easier to personalize follow-ups and track progress. This upgrade transforms contact management into a streamlined workflow built for speed and scalability.
