LevelUp Day 2026: The Next Evolution of HighLevel Features and Enhancements

We've enhanced the Shopify integration by automatically enriching contact records with key purchase history data. HighLevel now populates fields like LTV, total order count, last order date and tax-exempt status directly onto synced Shopify contacts. You can immediately use these fields in Smart Lists and Workflows to branch automations based on purchase behavior, segment high-value buyers or run targeted campaigns for wholesale customers without manual field mapping.

Get started with this feature

1. Connect a Shopify store or update integration settings for existing connections to automatically sync custom fields.

2. Open any contact synced from your store to view enriched purchase history data directly on their profile.

3. Apply these custom fields as selectable filters in Smart Lists or use them as conditions in Workflow automations.

ECommerce: Flexible price display for products with multiple variants

Store owners can now customize how prices are displayed for multi-variant products on the Product List Page and Featured Products elements. Under your element settings, you can choose between displaying the default Minimum Price, a Price Range (e.g., $39 – $79), or a Starting At option with customizable prefix text like "From $39". This gives you full control over how pricing is presented to shoppers, ensuring clarity across your store's catalog.

Get started with this feature

1. Select the Product List or Featured Products element inside the Store Builder.

2. Navigate to Product Card Customisation > Product Info > Price Configuration.

3. Choose your preferred Price Display Type and customize your prefix text if using Starting At.

ECommerce: Vertical and horizontal sorting and filtering for product lists

Store owners can now choose between desktop Horizontal and Vertical layouts for sorting and filtering on the Product List Page. The update includes real-time builder previews, granular styling controls for text, borders and checkboxes, and an automated price filter that updates dynamically based on your catalog's minimum and maximum prices. Additionally, improved price wrapping ensures prices, discounts and compare-at rates display cleanly without overlapping across Product Lists, Featured Products, Related Products and Upsell cards.

ECommerce: Expanded product card customization for ecommerce stores

Store owners now have enhanced control over product card styling across Product List, Featured Products and Collection components without needing custom code. A unified Product Card Customization section introduces custom image borders, multi-layered shadows, image ratio controls and desktop hover effects like secondary image swap and zoom. You can also configure product info alignment independently, card padding and row or column spacing across desktop, tablet and mobile views.

ECommerce: Saved customer shipping addresses for faster checkout

Customers purchasing from HighLevel stores can now save up to 10 shipping addresses to their account for faster, one-click checkouts. Returning logged-in customers automatically see their default address pre-filled as a card at checkout, with the option to select alternative addresses or save new ones directly from the checkout form. The release also introduces a Profile tab in the Customer Access Center for address management, guest login nudges and merchant styling controls within the store builder.

Mobile: Ask AI dictation for voice-to-text prompts

You can now use voice dictation directly inside Ask AI on mobile instead of typing out long prompts. Tapping the microphone icon in the composer allows you to speak your request, converting your speech into editable text. Tapping the microphone opens a live recording bar with a visual waveform and transcribed text remains in the composer, so you can review or modify it before tapping send.

Client Portal: Introducing the Client Portal AI App Builder

We've introduced the Client Portal AI App Builder, allowing you to design and customize your web portal and branded mobile app through simple conversational prompts. Instead of configuring branding, navigation and onboarding settings separately, you can describe your desired look and structure, and AI automatically updates colors, typography, logos and navigation across both web and mobile. You can preview changes in real time, continue refining the design contextually through chat, and publish both web and mobile experiences from a single location.

Mobile: Rebuilt calling experience for HighLevel mobile apps

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We've completely redesigned the mobile calling experience across call logs, dialpads, in-call screens and contact call details. You can now tap any call in Recents to expand it directly in the list, giving you immediate access to play recordings, check dispositions and jump straight into notes, tags or messaging without leaving the screen. This update also introduces dedicated Missed call filters, in-call CRM actions like Notes and Tasks, a unified transfer sheet for warm or blind transfers and a redesigned dialpad.

Get started with this feature

1. Open Call Dialer > land on Recents.

2. Tap the chevron on any call to expand — play the recording, see disposition, and use Profile / Tags / Notes / Message / Details.

3. Switch to Missed to triage — the red badge clears when you leave.

4. Tap Details for the full contact call screen (history + notes + quick actions).

5. On an active call, use Calendar, Notes, Tasks, Payments, or Profile without leaving the call.

6. After the call ends, set disposition and follow up from the new call-end screen.

ECommerce: Expanded layout and styling control for product pages

The Product Details element for ecommerce stores has been unbundled into 11 independent elements, including:

Images
Title, Review Stars
Price
Variants
Quantity
Add to Cart
Buy Now
Description
Related Products
Reviews

Each element can now be dragged anywhere on the page, styled individually with custom typography, spacing, borders and per-device visibility settings, or hidden entirely. Existing product pages remain on the classic layout until manually upgraded, while the product quick-view modal automatically mirrors any new styling applied.

Get started with this feature

1. Open your store's product page in the builder and select the Product Detail element.

2. Click Switch to new layout on the upgrade card in the right panel and confirm the preview.

3. Drag elements to rearrange your layout, select any element to adjust individual styling settings and click Save to publish.

ECommerce: Workflow triggers for product views and cart additions

You can now trigger real-time Workflows based on pre-purchase shopper behavior, including products viewed and items added to carts across Shopify and HighLevel ecommerce stores. HighLevel tracks browsing activity anonymously and automatically backfills those events to the contact record once a shopper identifies themselves via checkout or login. You can filter these triggers by parameters like specific products, cart value or duration to send targeted follow-up emails and SMS campaigns.

Get started with this feature

1. Connect or reconnect Shopify to automatically install the Web Pixel, or use your existing HighLevel store.

2. In the Workflow Builder, add a Viewed Product or Add to Cart trigger under the Ecommerce Stores category.

3. Apply filters like product, cart value, or duration to customize your automation flow.

ECommerce: Improved Google Merchant Center sync reliability and visibility

We've upgraded the Google Merchant Center integration to deliver faster product syncing, increased transparency and improved error handling. Merchants can now view eligible product and price counts during link configuration and forced syncs, while smaller batch processing and webhook optimizations minimize rate-limiting issues across large catalogs. Non-critical warnings no longer block setup, inactive locations are safely skipped during bulk installs and support has been expanded to include funnel stores alongside website stores.

Reputation: Updated sender name display for review request emails

We've updated how review request emails display sender information for sub-accounts using custom email domains. When sending a request, the email header now shows your configured sender name alongside the email address, exactly as it appears in your Reputation settings. This update ensures your outreach maintains consistent branding, providing clear sender identification, so clients immediately recognize who is asking for their review.

Mobile: Ask AI voice for two-way conversations

You can now use full two-way voice communication with Ask AI on the mobile app to get answers without typing. Simply tap the microphone to speak your prompt and the assistant will reply out loud with text highlighting in real time so you can follow along. This update allows you to interrupt the assistant mid-sentence for a natural back-and-forth conversation, making it easier to work hands-free while on the move.

Affiliate Manager: Unlimited affiliate hiring depth with configurable tier behavior

Affiliates can now recruit sub-affiliates beyond a campaign's configured commission tiers, so your network can grow without restrictions. Commission eligibility automatically counts backward from the affiliate making the sale, ensuring eligible affiliates receive payouts within your defined limits. This update applies automatically, and removes previous recruitment blocks without requiring admins to adjust existing commission settings.

Affiliate Manager: Public REST API suite

Marketplace developers can now programmatically run an entire affiliate program using the new v3 public REST API suite. With 32 endpoints across seven groups, the same data managed in the Affiliate Manager UI is now fully scriptable for partner app onboarding, external reporting and finance workflows.

The suite uses standard v3 OAuth 2.0 with Location-Access and includes endpoints for:

Affiliates: Create, update, move and suspend affiliates or upload tax forms.
Payout methods: Manage payout options, mark primary methods and look up required bank fields by country.
Commissions: Create, update, deny and list commissions.
Customers: Create leads, validate referral IDs and manage customer states so external checkouts can attribute conversions correctly.
Affiliate media: List, update and delete attached marketing media.
Campaigns and payouts: Fetch campaign commission structures and list location payouts.

Affiliate Manager: Audit logs for campaign, affiliate and customer activity

We've integrated Affiliate Manager activity directly into the existing Audit Logs experience so system admins can easily track what user changed what and when. You can now monitor creations, updates and deletions across campaigns, affiliates and customers in one central location. Human-readable entries and specific filters make it simple to investigate commission discrepancies, review campaign adjustments and improve team accountability.

Affiliate Manager: PayPal payout failure visibility and manual retry

Affiliate Manager now automatically detects failed or denied PayPal payouts and displays them in a dedicated Failed tab. Account owners can review specific failure details and use the Retry Payment action to move a payout back to the Approved for Payout stage for another attempt. This gives you complete visibility into payment statuses and the ability to manage transaction retries directly without needing backend support.

Reputation Management: Flexible reviews AI agent settings

We've enhanced Reviews AI Agents with new customization controls to improve response quality, brand consistency and safety. You can now fine-tune your brand voice, apply quality guardrails to avoid risky language, and automatically hold sensitive reviews for human approval. A new live response preview also lets you test and adjust your agent's tone for positive, neutral and negative reviews before going live.

Order Forms: Redesigned order forms with new layouts and custom fields

We've completely redesigned the Order Form element. You don't have to choose between One-step and Two-step elements up front; there is now a single Order Form you can toggle between One-step, Two-step and a new Split layout at any time without losing your settings. This update introduces over 80 individual styling controls, customizable order bumps and the ability to add CRM custom fields like file uploads and signatures directly to your checkout.

Get started with this feature

1. Turn on the Brand New Order Forms with New Layouts and Custom Fields toggle in Agency Settings > Labs.

2. In the Funnel or Website Builder, add an Order Form element and click Customize order form.

3. Use the unified workspace to pick your layout, add fields and customize your styling before saving and publishing.

ECommerce: Interactive live data preview in store builder

Store owners can now preview and interact with real product data directly inside the Store Builder to validate the storefront experience before publishing. A new Live Preview toggle allows you to switch between dummy data and your inventory across product lists, product details and cart pages. When enabled, you can interact with your products to test variant selection, cart additions and page navigation just as a customer would.

Get started with this feature

1. Open an Ecommerce Store in the Store Builder.

2. Use the Live Preview toggle to switch between dummy and real store data.

3. Interact with products, variants, cart actions and page navigation directly within the builder.

Social Planner: Invite clients to connect social accounts

Agencies can now provide clients with secure, password-protected invite links to connect their own social accounts without requiring workspace access. Once a client completes the connection on the external page, their accounts are automatically added to the agency's sub-account. You can manage, extend or revoke these invites directly from your settings to simplify onboarding and reduce back-and-forth communication.

Get started with this feature

1. Go to Settings > Labs and enable Social Connect Invite.

2. Navigate to Marketing Social Planner > Settings > Social Accounts and generate an invite link.

3. Share the link and password with your client.

Reputation Management: Bulk reviews AI management for agencies

Agencies can now manage Reviews AI directly from the Agency AI Suite to control response modes in bulk across multiple sub-accounts. You can set AI to off, suggestive or auto responses for single or multiple sub-accounts at once, eliminating the need to configure them individually. Any changes made at the sub-account level automatically sync back to the Agency view to ensure consistent control and visibility.

Get started with this feature

1. Go to Agency AI > Suite > AI Setup.

2. Select one or multiple sub-accounts.

3. Set the response mode to Off, Suggestive or Auto responses.

Social Planner: Unified Facebook and Instagram account connection

Facebook Pages and linked Instagram professional accounts connected through your system integrations now automatically appear in Social Planner. This eliminates the need to authenticate the same accounts twice and simplifies the overall onboarding experience. The planner clearly displays permission statuses, prompting you to refresh or reconnect if additional publishing or insight permissions are required.

Get started with this feature

1. Go to Settings > Integrations and connect your Facebook account.

2. Open Marketing > Social Planner > Settings > Social Accounts to view your synced pages.

3. Click Refresh or Reconnect if prompted to complete the Facebook permission flow.

Managed Agents: Custom values and business details

Managed Agent instructions can now incorporate your sub-account's custom values and business profile details. By inserting a value from the instructions header, the agent reads its current state during every run so a single template works across multiple sub-accounts with local links and inboxes. If a value is missing, the system alerts you before publishing to ensure your agents always have the correct data without increasing token costs.

Get started with this feature

1. Go to AI Agents > Agent Studio and open a Managed Agent.

2. Click Insert value in the Instructions to pick a custom value or create a new one.

3. Set any missing values flagged in the box below the instructions before publishing.

Managed Agents: Conversation memory and learned procedures

Managed Agents learn from conversations to remember user preferences and save completed task steps as reusable procedures. This allows agents to skip redundant searches on repeat requests, delivering faster answers while keeping token costs low through fixed memory size limits. You retain full control to view, edit or delete saved facts and procedures for each user directly from the new Memory tab.

Client Portal: AI-powered client portal design and coding

The AI App Builder can now design and code entire Client Portal pages based on your conversational prompts. You can describe your business and desired member experience and AI will generate functional pages for courses, communities and shared files using your chosen design system. You can refine the design through chat or visual edits in real time, and publish the application across up to ten custom domains.

Client Portal: Custom CRM objects for client portal submissions

Client portals built with AI can now save member submissions like bookings or applications directly as custom objects in your CRM. Client Portal AI designs the required data structure with fields and dropdowns, allowing you to review and approve the setup before any objects are created. Each object receives a dedicated portal page where members can view their records, and you can even attach payment capabilities through invoices.

Get started with this feature

1. Start a Client Portal AI build and describe the data your members need to add.

2. Answer Yes when prompted to use custom objects in your CRM.

3. Review the proposed plan and approve it to generate the CRM links.

ECommerce: Contact record enrichment based on WooCommerce ecommerce data

Contacts synced from a connected WooCommerce store are now automatically enriched with purchase history data directly in your CRM. The integration creates seven specific fields, including lifetime value and total orders, which update after every qualifying purchase. You can immediately use these fields as filters in Smart Lists or as branching conditions in Workflows to segment customers, and trigger targeted follow-up campaigns.

Get started with this feature

1. Connect your WooCommerce store or use an existing connection.

2. Locate the seven newly created fields under the WooCommerce folder in Custom Fields.

3. Apply these fields as Smart List filters or Workflow conditions for customer segmentation.

Meeting Room: Built-in video conferencing and collaboration workspace

Meeting Room introduces a native video conferencing experience that brings calendar integration, recordings and AI-powered summaries into a single workspace. You can host instant meetings, create permanent personal rooms or automatically generate unique links for calendar appointments without requiring third-party platforms. The system captures recordings alongside speaker-labeled transcripts and generates intelligent summaries containing key takeaways and action items.

Get started with this feature

1. Navigate to Memberships > Meeting Rooms to create your personal meeting room or start an instant meeting.

2. Select Meeting Room as your designated meeting location when configuring calendars.

Reputation Management: Reputation widgets for location dashboards

You can now build dedicated reputation dashboards using 16 new widgets available directly in the Location Dashboard library. These widgets allow you to track review requests, monitor customer sentiment, and analyze response rates with configurable date ranges and filters. This update provides a centralized view of your reputation health alongside other business metrics without needing to switch modules.

Builders: Native graphic library for page builders

A native Graphic Library is now available across the Funnel, Website, Store and Webinar Builders, eliminating the need to source external images or rely on workarounds. The library includes over 11,000 searchable icons and emojis with customizable colors to match your existing page designs. You can also upload your own assets to the library, or generate custom illustrations using AI directly on the canvas.

Get started with this feature

1. Open a page in the Funnel, Website, Store or Webinar Builder.

2. Open the Graphic Library from the left pane.

3. Choose or search for icons, emojis or illustrations, then drag your graphic onto the canvas.

Social Planner: Create workflows with Social Planner posts

Social Planner triggers are now available in Workflows, allowing you to automate actions based on post events such as approvals, rejections, scheduling, publishing or publishing failures. You can filter triggers by category, platform, post status, post type, social account or existing tags to easily set up team notifications for failed posts. This will streamline internal approval processes without the need for manual monitoring.

Get started with this feature

1. Navigate to Automation > Workflows and create or open a workflow.

2. Add the Social Planner Posts trigger.

3. Configure the filters for category, platform or status, then add internal notifications or other actions.

Project Management: Automate projects and tasks with Ask AI

Ask AI is now integrated with Project Management, allowing you to build complete projects or update existing tasks using plain language prompts. You can create Spaces, Folders, Lists, tasks and subtasks—complete with due dates, assignees and custom statuses—from a single request, or query the assistant to find and bulk-update tasks. Every proposed change generates a confirmation card outlining before-and-after values, ensuring nothing is executed without your explicit approval.

Courses: AI-powered course creation and content generation

Course AI provides an interactive studio environment to build structured courses from a simple prompt or uploaded reference material. The AI generates modules, lesson copy, quizzes and thumbnails, which update in a live outline that you can refine through chat or manual edits. For new video uploads, the system automatically reads the transcript to populate the lesson description, draft quiz questions and generate a downloadable PDF recap.

Get started with this feature

1. Ensure you have joined the Course AI Beta.

2. Navigate to Courses > Create new > Start from scratch to open the Course AI Studio.

3. Provide a prompt, select a course type, attach existing references and follow the conversational prompts to generate your outline.

Project Management: Workflow automations for tasks and reminders

You can now build powerful automations around Project Management using new workflow triggers and actions. The update introduces triggers for when a task is added, completed or reaches a reminder date, allowing you to filter by location, assignee, priority, status and custom fields. You can also use the new "Add task" action to automatically create tasks in specific lists with dynamically assigned statuses, priorities, relative dates and custom field values to manage team handoffs and deadline escalations.

Project Management: Updated status groups for task management

We've updated the status group structure in Project Management to provide a clearer view of task progress. The updated groups include "Not started" for pending work, "Active" for tasks in progress, "Done" for completed items that may still need review and a new "Closed" group for tasks requiring no further action. The "Closed" group is a system-defined state with a single default status that cannot be customized, establishing a definitive final state for reporting and automation workflows.

ECommerce: Shopify order fulfillment workflow automation

Order Fulfilled automations are more flexible and personal than ever. Each Shopify shipment now triggers its own notification listing only the items in that specific shipment, allowing you to handle partial fulfillments natively. You have access to new custom values for Emails and Workflows, such as fulfilled quantity, product names, tracking URLs, Order ID and Billing Address, as well as improved trigger filters for product collections, order tags and shipment details.

Get started with this feature

1. Create a workflow with the Order Fulfilled trigger and set the filter source to external and sub-source to Shopify.

2. Add filters such as product collection, order tag or product/price to scope which shipments the trigger applies to.

3. Insert the new Order Fulfillment, Order ID or Billing Address custom values into your Email.

Project Management: Public APIs for custom integrations and workflow automation

Project Management is now accessible through the HighLevel Public API for sub-accounts in the Private Beta. Developers and agencies can programmatically manage project structures, tasks and task details across 45 endpoints in 8 API groups. The endpoints provide full CRUD support for Spaces, Folders and Lists, allow multi-list task management, enable task comment management and support automated recurring task schedules.

Get started with this feature

1. Ensure your sub-account has Project Management Beta enabled.

2. Include Version: v3 in the headers of every API request.

3. Use OAuth, Private Integration Tokens (PIT) or APP channel callers to manage Spaces, Lists, tasks and recurring workflows programmatically.

Explore the API documentation

Loyalty & Referral: Private beta release

Loyalty & Referral is now available in private beta, allowing you to build and manage customer reward programs directly within the platform. You can track program performance through a dedicated dashboard displaying enrollment, rewards earned, redemption rates and period-over-period comparisons. The release also includes a built-in QR scanner for recording visits and redeeming rewards, alongside comprehensive access controls at both the sub-account and individual user levels.

Get started with this feature

1. Enable the Loyalty app for specific sub-accounts via Agency View > Sub-Accounts > Features & Limits.

2. Manage user-level access in Settings > Click Users to control who can view programs and operate the QR scanner.

3. Navigate to Marketing > Loyalty and click Create new program to set up your first active or inactive reward program.

Contacts: Revamped activity panel with new cards (Private Beta)

The contact activity panel UI has been redesigned and moved to the center view, introducing new easier-to-scan activity cards. The update includes four new cards for tracking Opportunities, Appointments, Notes and Tags, alongside three new filters for Duration, Users and Module type. Each card now features both a collapsed view for key details and an expanded view for full context, allowing users to track all contact interactions in one place.

Ad Manager: Launch TikTok lead generation campaigns

You can now build, publish and manage TikTok Lead Generation campaigns directly within Ad Manager alongside Meta, Google and LinkedIn. The integration supports routing leads through Instant Forms or TikTok Direct Messages, and provides full Ad Group controls for budget, scheduling and interest-based targeting. You can use carousel images or video creatives with live placement previews, while tracking TikTok performance stats next to your other channels.

Get started with this feature

1. Navigate to Ad Manager > Settings > TikTok > Ad accounts.

2. Click Connect account, sign in to approve access, select your Business Center and Ad account, then save.

3. Go to Ad Manager > Campaigns > Create Campaign > TikTok to build and publish your Lead Gen campaign.

Client Portal: Discover storefront for courses and offers

The new Discover feature turns your client portal into a storefront where learners can browse, filter and purchase your courses, offers and communities directly. You can selectively enable items to appear in the Discover section, and learners can filter available content by price, language, difficulty or topic tags. Clicking on any course or offer card routes the user straight to checkout for a frictionless buying experience.

Get started with this feature

1. Enable Discovery of Course and Offers in Labs.

2. Navigate to Client Portal > Settings > App permissions and enable Discover.

3. Toggle Show in Discover on the Pricing tab for individual courses or published offers to list them in the storefront.

Courses: Video analytics and AI insights

Video Analytics provides detailed performance tracking for natively uploaded course videos, including views, watch time, audience retention heatmaps and finish rates. A new completion funnel highlights significant drop-off points, while AI insights generate plain-language summaries and actionable suggestions to improve viewer retention. The update also adds a mini-stats view directly on the lesson editor once a video begins accumulating views.

Get started with this feature

1. Enable Video analytics (courses-video-analytics) in Labs.

2. Navigate to Memberships Courses > Analytics > Video analytics to view data or export reports.

Communities: Multiple pricing plans

Community admins can now offer multiple membership tiers within a single community instead of relying on a single free or paid price. These custom tiers can bundle access to specific Private Channels, Paid Events and Courses under various billing frequencies and currencies. Members can easily browse, subscribe, upgrade or downgrade between plans, and they will automatically receive access to the bundled content tied to their active tier.

Get started with this feature

1. Navigate to Community > Settings > Subscriptions and click Add Plan.

2. Configure the plan details, pricing and bundled access benefits before publishing.

Communities: Premium channel visibility controls

Admins are granted more control over how private community channels are discovered and accessed. You can set private channels to be Visible (showing the description but locking content), Hidden, Free (requiring users to request access) or Paid (allowing members to join directly through a payment flow). This update improves discoverability for premium content, while reducing the need for manual access management.

Get started with this feature

1. Open the Settings menu for any private channel in the sidebar.

2. Configure the visibility and pricing options for that specific channel.

Contacts: Email verification option during import

You can now verify email addresses directly during the Contact Import process to catch invalid addresses before sending campaigns. A new checkbox on the final step of the import flow activates the verification, helping you maintain a clean list, reduce delivery failures and protect your sender reputation without needing a separate verification tool.

Get started with this feature

1. Navigate to Contacts > Import Contacts.

2. Check the email verification option on the final step of the import.

3. Track the processing status under Bulk Actions.

Email Marketing: Pre-send spam check for campaigns

You can now analyze your emails for spam risks before sending them in Email Marketing Campaigns. The tool evaluates both your sender setup configuration and the email content itself, flagging potential deliverability concerns and spam triggers. It provides an overall spam severity assessment alongside actionable recommendations, allowing you to resolve issues and improve inbox placement before launch.

Chat Widget: Analytics and insights dashboard

The Chat Widget now includes a dedicated Insights tab featuring a per-account dashboard built from existing event data. You can track a conversion funnel from widget loads to leads created, monitor key KPIs like open rates and satisfaction, and view detailed engagement and sentiment trends over time. The dashboard allows you to filter by specific widgets and date ranges, with all numbers being fully clickable to drill down into the underlying records.

Get started with this feature

1. Navigate to Sites > Chat Widget and open the Insights tab.

2. Select your date range and widgets to view the conversion funnel, KPIs and detailed engagement tables.

Client Portal: Service booking integration

Clients can now book and manage service appointments directly from the Appointments section of the Client Portal without needing separate booking links. After selecting their desired services and available times, the system auto-fills their information and allows them to reschedule or cancel eligible bookings based on your calendar settings.

Get started with this feature

1. Navigate to Calendars > Services > Booking Pages, open a page, click Client Portal and enable Allow booking from client portal.

2. Navigate to Memberships > Client Portal > Settings > App Permissions and enable Appointments.

Ad Manager: Two-way campaign sync for Meta Ads

Ad Manager now supports a two-way sync with Meta Ads Manager, pulling existing Meta campaigns into the platform while syncing field updates in both directions. Campaigns are labeled by their origin, and can be edited using the standard builder, though Meta-specific settings remain read-only. This update allows you to report on and manage synced Meta campaigns right alongside those created natively in HighLevel.

Get started with this feature

1. If connecting a new account, go to Ad Manager > Link Meta Ad account, select your campaign type and time period, and click Connect account.

2. For existing connections, go to Ad Manager > Settings > Meta - Ad Account, enable the Sync Toggle, select your preferences and save.

Custom Fields: Calculated fields for automated data (Private Beta)

Calculated fields are a new custom field type that automatically computes values based on existing CRM data. You can define formulas using mathematical, text, date and logical functions, or calculate the time between specific dates. These read-only fields update dynamically when source data changes, and can be used as columns or filters in Smart Lists across Contacts, Opportunities and Custom objects.

Media Storage: File details, tags and tag search

Media Storage now includes a detailed view for every file, displaying the file type, size, dimensions and a copyable File ID. You can add descriptions, apply alt-text to images and assign up to 15 unique tags per file to improve organization. The Media Storage search bar now supports tag-based queries, allowing you to easily locate categorized files across your account.

Get started with this feature

1. Open a file or click the context menu and select View details.

2. Add tags, descriptions or alt-text, then click Save changes.

3. Type a tag into the Media Storage search bar to locate categorized files.

Social Planner: Social comments in Conversations

Comments on posts published through Social Planner now sync directly to the Conversations Team Inbox, appearing alongside SMS, emails and DMs. Each comment creates a new thread displaying the original post context, and new commenters are automatically created as contacts. Teams can reply publicly to comments or transition the interaction into a direct message directly from the inbox.

Get started with this feature

1. Agency admins can enable or disable comment sync per sub-account in Agency Settings > Social Comments.

2. Channel-specific controls can be managed in Marketing > Social Planner > Settings > Comments.

AI Agents: Trigger managed agents via inbound webhooks

You can now trigger Managed Agents from any external system using an Inbound Webhook. By adding this trigger, the agent receives a unique URL that accepts JSON, form data, XML, plain text or multipart uploads, passing the request payload directly as the agent's first input message. This allows seamless integration with platforms like Make, Zapier, Shopify or custom code without requiring middleware or field mapping.

Get started with this feature

1. Navigate to AI Agents > Agent Studio and open a Managed Agent.

2. Click Add trigger, select Inbound webhook, name it and write the payload-reading instructions.

3. Optionally enable the token verification, then publish the agent and copy the URL into your external system.

AI Agents: Waits and scheduled follow-ups for managed agents

Managed Agents can now pause execution for minutes, hours or days, and resume with full conversational context. You can instruct the AI builder to wait a specific duration, schedule follow-ups around appointments, or set conditional stop rules. The system manages these waits server-side, automatically adjusting schedules if appointments move or canceling them if appointments are deleted, without incurring additional billing during the wait period.

Get started with this feature

1. Navigate to AI Agents > Agent Studio and open or create a Managed Agent.

2. Instruct the builder on the specific wait duration and follow-up conditions.

3. Review the plan, test the behavior using a real contact in Test Mode and publish.

Social Planner: Social intelligence monitoring (Limited Beta)

Social Intelligence provides a new suite of tools to discover conversations, analyze sentiment and monitor brand topics. You can search keywords and hashtags to track volume and platform trends, saving searches as topics to unlock deeper insights and audience data. You can also configure Smart Alerts to notify you via email when specific topics experience shifts in volume, sentiment or engagement.

Get started with this feature

1. Navigate to Marketing > Social Planner > Social Intelligence > Explore.

2. Search for a brand or keyword and click Save as topic.

3. Open the topic for detailed insights and use the Alert icon to configure email notifications.

AI Agents: Agent health and self healing

A new Agent Health dashboard provides performance monitoring for Voice and Conversations AI agents by evaluating recent real calls and chats. You can configure scheduled monitoring to record health verdicts and accuracy trends. If an agent requires attention, the Self Healing feature uses the Prompt Optimizer to build and test an improved prompt, presenting you with the test results and a prompt diff for review before application.

Chat Widget: Video avatars

You can now replace the static chat prompt with a Video Avatar—a short, muted, looping video positioned next to the sticky chat launcher. Visitors can interact with the video to unmute, pause or minimize it to a thumbnail next to the welcome message. You can customize playback settings, allowing visitors to dismiss the avatar and configuring how long the system waits before displaying it again.

Get started with this feature

1. Navigate to Sites > Chat Widget, open a widget and select the Style tab.

2. Set the Widget placement to Sticky, navigate to Appearances and enable the Video avatar.

3. Upload your video, configure your dismiss controls and save.

Client Portal: AI review automation for branded apps

The submission process for AI Branded Mobile Apps now features an instant, real-time AI review, reducing the review turnaround from days to seconds. A pre-submission checklist automatically verifies privacy policies, app descriptions and carousel images, immediately flagging any failures. Once the automated checks clear, the app is submitted directly for store setup, significantly accelerating your go-live timeline.

Managed Agents: Unified workspace experience

The Managed Agents experience in Agent Studio has been redesigned into a unified three-panel workspace. The interface allows you to browse and organize your Agent List on the left, chat and review execution logs in the center workspace and manage configurations, publishing and agent health in the collapsible right panel. The update also streamlines creation with natural language prompts and automatically generated avatars.

Get started with this feature

1. Enable the Managed Agents New UI in Labs.

2. Navigate to Agent Studio > Managed Agents to access the new unified workspace.

Media Storage: Import files from webpages

You can now extract and import files directly from regular webpage URLs, such as blog posts or landing pages, instead of relying solely on direct file links. When you paste a webpage URL, the system scans the page and presents a selectable grid of all importable images, videos, audio and PDF files, allowing you to preview and bulk import the desired assets in one step.

Get started with this feature

1. Navigate to Media Storage > Upload > Upload URL.

2. Paste the webpage URL and wait for the scan to complete.

3. Browse the grid, select the files you want to import and confirm the import action.

Client Portal: AI App Studio for branded mobile apps (Private Beta)

The AI App Studio allows you to build an AI Branded Mobile App based on your existing Client Portal structure. You can define your business and design system using conversational prompts, and the AI will design and code the Android application screens to match your branding. The builder includes a live phone frame preview, and handles standard phone features, custom objects and portal integrations like courses and communities.

Email Marketing: Automated email domain warm-up

The LC Email System now includes an automated warm-up feature for dedicated sending domains, eliminating the need for third-party tools. Once enabled, the platform creates synthetic mailboxes and gradually ramps up your daily sending volume using natural-looking threaded conversations. The system automatically marks emails as important and rescues them from spam, helping you build sender reputation and track your domain's health score directly from the settings dashboard.

Get started with this feature

1. Ensure your sub-account has a verified dedicated domain and an issued SSL certificate.

2. Navigate to Settings > Email Services > Dedicated Domain and IP.

3. Click Start warm-up and set your daily sending goal.

Communities: Automated milestone badges

You can now reward community members automatically by issuing badges based on engagement milestones or specific achievements. Badges can be awarded for one-time actions, such as joining the community, or for quarterly engagement milestones like consecutive posting or receiving likes. Members will receive notifications as they approach and earn these milestones, and they can select which earned badge to display next to their name across the community feed and comments.

Get started with this feature

1. Navigate to Community > Settings > Badges.

2. Enable your desired one-time and engagement triggers, set the thresholds and assign a badge for each.

A2P: Agency Trust Center console

The new Agency Trust Center provides a centralized dashboard for managing A2P 10DLC registrations across all your sub-accounts simultaneously. Agency Owners and Admins can monitor registration health, identify common rejection reasons and directly fix and resubmit rejected Brands and Campaigns without logging into individual sub-accounts. You can also initiate new Brand registrations for any sub-account directly from the agency-level dashboard.

Get started with this feature

1. Navigate to Agency View > Settings > Phone Integration > Trust Center (A2P).

2. Use the Overview dashboard to monitor registration health across sub-accounts.

3. Use the Brands and Campaigns tabs to manage, resubmit or initiate new registrations.

AI Agents: Clone Voice AI agents to sub-accounts

Agencies can clone Voice AI agents to multiple sub-accounts at once, streamlining deployments without needing to rebuild agents manually, or use snapshots. During the cloning process, the system automatically identifies and allows you to copy linked CRM assets such as calendars, workflows and custom fields. A new History tab also provides visibility into the status of all your cloning runs across selected sub-accounts.

Get started with this feature

1. Open the menu for your existing Voice AI agent and select Clone to Sub-Accounts.

2. Search and select your destination sub-accounts, choosing whether to include linked CRM assets.

3. Once the clone completes, configure the phone number or channel in the destination sub-account to deploy the agent.

Project Management: MCP integration for AI clients

Project Management is now accessible over the Model Context Protocol (MCP), allowing you to connect compatible AI clients like Claude or Cursor directly to your projects. Once connected via the hosted endpoint and OAuth sign-in, you can use natural language prompts to create tasks, manage Lists, post comments and update custom statuses without leaving your AI workspace or requiring a local VPN setup.

Get started with this feature

1. Add the Project Management MCP endpoint to your AI client's connector settings.

2. Sign in using OAuth to authenticate your user access.

3. Use natural language commands in your AI client to manage tasks, lists and comments.

AI Agents: Flow-based builder for Conversation AI

The new Conversation AI Flow Based Builder provides a visual canvas for designing multi-purpose chatbots. Instead of relying on a single prompt, you can now route conversations to specialized agents equipped with specific instructions and tools, such as web search, appointment booking or custom messaging. The builder supports flow logic with branching, waits and bot transfers, and you can use AI to automatically draft or edit the flow based on your text description.

Get started with this feature

1. Navigate to AI Agents > Conversation AI and click to create a new bot.

2. Select the Flow Based Builder.

3. Use the visual canvas to build your flow, add specialized agents and deploy the bot for your chosen inbound channels.

Chat Widget: Interactive buttons for live chat workflows

Live Chat workflows and Conversation AI agents can now send interactive button cards to visitors to streamline routing and support triage. The new workflow action supports sending an optional image alongside up to five buttons, which can either open external links or direct the conversation down specific workflow branches. If a visitor fails to respond within a designated timeframe, the system can automatically execute a timeout branch.

Get started with this feature

1. For Live Chat workflows, navigate to Sites > Chat Widget, open your widget, go to Chat window and click Configure Interactive Buttons.

2. Build your workflow by adding the message, buttons and corresponding branch logic.

3. For Conversation AI, open your agent, navigate to Response Behavior and enable Rich Elements Support to allow quick replies.

Voice AI: MCP connector for speech-to-speech models

Speech-to-speech Voice AI agents can now utilize tools from connected apps, such as Google Calendar, Stripe or custom MCP servers, live during a conversation. You can add catalog apps or custom MCP servers directly in the agent builder, define specific instructions for when the agent should call each tool and view detailed tool call statuses in the test transcripts.

Get started with this feature

1. Open a speech-to-speech agent and navigate to MCP Servers.

2. Click + Add MCP to select a catalog app or connect a custom MCP server.

3. Select the required tools, define the "When to use" instructions and publish the agent.

Voice AI: WhatsApp channel integration

Voice AI agents can now answer incoming WhatsApp calls either as a primary receiver or as a fallback when your team is unavailable. You can configure individual WhatsApp numbers to ring the team only, route straight to Voice AI, or ring the team first before transferring to Voice AI after a designated wait time.

Get started with this feature

1. Navigate to Settings > WhatsApp and open a specific number.

2. Under calling settings, ensure Allow voice calls is enabled.

3. Select your preferred routing mode under "Who answers WhatsApp calls?", pick the assigned agent and save.

Voice AI: Agent versioning and draft testing

Voice AI agents support version control, allowing you to edit and test changes in a draft environment while live callers remain unaffected. This update introduces a comprehensive version history, prompt and configuration comparison tools, along with the ability to publish or roll back to any supported version with a single click.

Get started with this feature

1. Enable Agent Versioning in Labs.

2. Create a draft from your live agent to test prompt or configuration changes.

3. Compare versions and publish the draft to update the live environment.

AI Agents: Convert n8n workflows into managed agents

You can now import an n8n workflow export file directly into Agent Studio to automatically generate a Managed Agent that replicates the workflow's logic. The importer maps triggers to inbound webhooks, converts logic nodes into decision rules and translates app nodes into CRM actions or API calls, allowing you to review and adjust the configuration before creation.

Get started with this feature

1. Navigate to AI Agents > Agent Studio > Import from > n8n (Beta).

2. Upload or paste your n8n JSON export file.

3. Review the mapped steps, connect required apps and click Save as draft or Create & publish.

AI Agents: Agent logs UI enhancements

The agent log detail page has been redesigned with a clearer structure to improve navigation across conversations, timelines and inspection metadata. The updated header now highlights the specific AI product and key business actions, allowing you to click an action to jump directly to its corresponding step in the execution timeline.

AI Agents: Agent logs metrics enhancements

The metrics page in Agent Logs has been updated to allow for customizable dashboard layouts using pre-built templates or a blank canvas. You can now add, rearrange or remove specific widgets to track activity, business outcomes and performance, as well as create custom metrics to monitor specific data points across agents, channels and AI products.

Get started with this feature

1. Open the metrics page in Agent Logs and select a template or start from an empty canvas.

2. Click Add Widget to include pre-built activity charts or click Create new metric for custom tracking configurations.

AI Agents: Goal monitoring in agent logs

A new Monitor tab in Agent Logs allows you to track whether your AI agents are on pace to hit specific target counts or rates within a designated timeframe. You can configure custom time windows, apply monitors to specific AI products and set up email or webhook notifications to alert you when goals are met or at risk of falling behind.

Get started with this feature

1. Navigate to the Monitor tab in Agent Logs and create a new monitor.

2. Define your target metric, time window and scope.

3. Configure your notification preferences for daily progress or status alerts.

Managed Agents: Computer capabilities for browsing and file management

Managed Agents can now utilize a dedicated computer environment to browse websites, manage files and execute terminal scripts directly within conversations. The system includes strict approval controls, requiring explicit authorization before the agent can submit forms, make payments, publish content or export workspace data.

Get started with this feature

1. Navigate to Agent Studio > Managed Agents > Capabilities.

2. Enable Computer (NEW) and configure the required "Ask Before" permission settings.

AI & Search Visibility

Private beta sign-up

Calendars: Field services (Private beta)

Private beta sign-up

Calendars: Sell retail products from service appointments

You can now add retail products directly to service appointments using the in-app appointment modal, consolidating services, products and payments into a single total. Inventory levels for tracked products update automatically when items are added or removed, and unit prices can be overridden for individual appointments without affecting the global catalog.

Get started with this feature

1. Open an existing or new appointment modal inside the app.

2. Click + Add product, select the item from your catalog and adjust the quantity or price.

3. Review the breakdown in the Payments tab and save.

Rentals: Additional mandatory fees on bookings

Rentals support mandatory additional fees, such as cleaning or service charges, which apply automatically to bookings and appear upfront in the booking widget. You can create reusable fee templates in the global catalog based on flat amounts or percentages, apply separate tax configurations and override specific fee amounts directly at the listing level.

Get started with this feature

1. Navigate to Calendars > Calendar Settings > Rentals > Additional fees.

2. Click + New additional fee to configure the template and pricing.

3. Edit individual listings to attach or override the fee in the Inventory & pricing tab.

Conversation AI: Rich element support

Conversation AI agents can reply using rich elements, including quick replies, lists, link buttons, images and supported files across compatible channels like WhatsApp, Messenger, Instagram and Live Chat. You can enable specific elements within the Response Behavior settings and configure rules to control exactly when the agent uses them during a conversation.

Get started with this feature

1. Enable Conversations AI Rich Elements in Labs.

2. Navigate to your prompt-based agent > Response Behavior.

3. Enable Rich Elements Support and toggle the specific elements you wish to allow.

Rentals: Optional add-ons for bookings

Rentals now include the ability to offer optional add-ons, such as equipment rentals or pet fees, during the booking process. You can create reusable add-ons in the global catalog with custom pricing, descriptions, max quantity caps and tax settings, allowing customers to select their preferred extras directly from the booking widget.

Get started with this feature

1. Navigate to Calendars > Calendar > Settings > Rentals > Add-ons.

2. Click + New Add-on to configure the pricing, max limits and details.

3. Attach the add-on to specific listings so customers can select it during booking.

Calendars: Custom appointment statuses

You can now create custom appointment statuses to track specific stages of a booking, grouping them under primary states like Pending, Active, Completed or Cancelled. These custom labels allow you to track workflow progress accurately without affecting the underlying calendar blocking rules or notifications tied to the core appointment states.

Get started with this feature

1. Enable Custom Appointment Statuses in Labs.

2. Navigate to Calendars > Calendar Settings > Preferences > Appointment status.

3. Add, rename or reorder custom statuses within each primary state.

Conversation AI: MCP server support

Conversation AI bots can now interact with Model Context Protocol (MCP) servers mid-conversation to execute external tools alongside the Knowledge Base and Workflows. You can connect over 40 ready-made catalog apps or custom MCP URLs, select specific tools for the bot to access and define exact instructions for when the tools should be utilized.

Get started with this feature

1. Enable MCP support for Conversation AI in Labs.

2. Open a prompt-based bot and navigate to MCP Servers.

3. Click Connect MCP Server, select your tools and provide the usage instructions.

Conversation AI: Option-based custom field mapping

The Contact Info action for Conversation AI now supports option-based custom fields, allowing agents to accurately map customer replies to radio, checkbox and dropdown selections. The system automatically validates the customer's response against the field's available options and applies the data to the contact record, including multi-select variations.

Get started with this feature

1. Navigate to your Conversation AI agent > Actions > Contact Info.

2. Select the desired option-based field and check the values the agent is permitted to update.

Ask AI: Document generation and artifact analysis

Ask AI can now generate, edit and analyze formatted documents, including PDFs, Word files, Excel spreadsheets and presentations, directly based on your brand guidelines. The assistant utilizes an internal reviewer to verify content accuracy and formatting before delivering the file, allowing you to continually refine the output through conversation or schedule recurring report generation.

Ask AI: Agency access controls and permission levels

Agencies can now manage Ask AI access across all sub-accounts using a dedicated permission matrix that controls exactly which skills each user can execute. You can assign built-in or custom access levels to restrict actions like payments or CRM edits, and apply these configurations individually or in bulk across multiple sub-accounts.

Get started with this feature

1. Open the Agency admin page from the account row menu.

2. Create custom access levels using the skill permission matrix.

3. Assign access levels to users individually or via bulk action.

Ask AI: Dedicated project workspaces

Ask AI now features dedicated project workspaces that group related conversations, files and instructions together to maintain consistent context. Each project allows you to define specific rules and brand voice guidelines, upload reference files and manage project-specific memory independently from other interactions.

Get started with this feature

1. Open Ask AI and click Projects.

2. Create a new project by defining the name, description and custom instructions.

3. Upload reference files and begin a new project-specific chat.

Ask AI: Phone and SMS dispatch capabilities

Ask AI Phone Dispatch allows you to interact with your AI assistant via voice calls or SMS, sharing a continuous conversation thread across channels. You can look up contacts, check your calendar, trigger workflows or request details while away from your computer, with all interactions logging securely in a dedicated Dispatch tab.

Get started with this feature

1. Navigate to the Dispatch tab within Ask AI.

2. Click Connect Phone and verify your mobile number.

3. Configure a 6-digit PIN for voice call verification.

Ask AI: WhatsApp rich media support

Ask AI interactions on WhatsApp now support rich media formats, allowing you to send voice messages, images and documents for analysis. The assistant can process these files, return formatted rich artifacts instead of plain text, and generate audio or video outputs directly within the WhatsApp conversation.

Ask AI: Parallel subagent processing and sandboxed analysis

Ask AI can now automatically break complex requests into smaller tasks and spawn specialized subagents to process them in parallel. These research and analysis subagents operate within a secure sandbox environment to query data, browse web pages and generate consolidated findings, which are then presented as a unified, validated plan for your final approval before execution.

Workflows: A/B testing

You can now configure A/B tests within workflows to split contacts evenly across up to 10 different paths and measure their performance against specific conversion goals. You can define the winning criteria based on email activity, appointments, tags or payments, and automatically route new contacts to the winning path once the test concludes.

Get started with this feature

1. Navigate to Automation > Workflows > Add action > A/B Test.

2. Configure the number of paths, winning criteria and test duration.

3. Define the specific actions for each separate path.

Email Builder: Create brand boards directly from the color picker

You can now create a complete Brand Board directly from the Email Builder without needing to open a separate tab. Clicking "Create Brand Board" in the color picker opens an in-place modal where you can import a brand kit from a URL, use a preset style or start from scratch by defining your brand colors, fonts and logo, making those colors instantly available for your current design.

Get started with this feature

1. Open the Email Builder and click any color picker.

2. Click Create Brand Board and choose to import from a URL, use a preset style or start from blank.

3. Add your brand colors, fonts and logo, then click Create Brand Board.

QR Code Builder: Brand board and global color integration

The QR Code builder now integrates with your location's Brand Board and global custom colors directly within its color pickers. This allows you to quickly select saved, on-brand colors for the QR code's background, dots, marker borders and rim content during the Color & Shape step, ensuring design consistency without manually inputting color codes.

Get started with this feature

1. Create or edit a QR code and navigate to the Color & Shape step.

2. Open any color picker and select a color from your Brand Board or global custom colors.

Rentals: Partial payments and security deposits

Rentals now support partial payments, allowing you to collect a percentage-based deposit at booking while automatically charging the balance before the rental period begins. You can define the specific deposit percentage and the timeframe for the final payment within Global Settings, and configure security deposits to be collected upfront, with the final balance or held as a card on file. The booking widget clearly displays the payment schedule to customers, and the system provides alerts and manual collection options for balances due.

Get started with this feature

1. Navigate to Rentals > Global settings > Payment settings and ensure Require Payment at Booking is enabled.

2. Turn on Enable partial payments, set the deposit percentage and specify how many days before the rental the balance is due.

3. Choose your preferred security deposit handling method and save.

Funnel & Website Builders: Native quiz element integration

You can now add, create and edit Quizzes directly within the Funnel and Website Builders using the new native Quiz Element, eliminating the need to copy and paste embed codes. Dropping the element onto your page allows you to select an existing quiz or build a new one through an in-place modal, streamlining the entire creation process into a single workflow.

Get started with this feature

1. Open a Funnel step or Website page.

2. Drag and drop the Quiz Element onto your page.

3. Create a new Quiz or select an existing one to edit it within the builder popup.

Forms, Surveys & Quizzes: Real-time error detection and configuration insights

The builder for Forms, Surveys and Quizzes now features real-time error detection, highlighting configuration issues and validation errors in a dedicated modal upon saving. The update also includes proactive recommendations for common mistakes—like placeholder URLs or leaving payment elements in test mode—alongside a new Insights tab that provides a quick summary of active logic rules, custom fields and notification settings.

Get started with this feature

1. Build or edit a form, survey or quiz and click save.

2. Click any listed error in the modal to jump directly to the affected field.

3. Review the Recommendations and Insights tabs to finalize your configuration.

QR Codes: Usage limits, expiry rules and redesigned builder

Dynamic QR codes now support configurable usage limits and expiry rules, allowing you to create one-time-use codes or restrict access to specific dates and times without needing to reprint the physical code. The QR builder has also been redesigned with a streamlined side navigation rail, while the main QR codes list now features clear status badges indicating whether a code's usage restrictions are currently active or if the code has expired.

HubSpot Importer: Advanced data filtering options

You can now filter precisely which records are imported from HubSpot by applying conditional rules based on the "Created Date" or "Last Modified Date" for Contacts, Deals, Companies and Tasks. The filtering system supports exact dates, relative ranges and nested AND/OR logic, allowing you to easily target specific data segments or limit your import to recently modified records across all selected objects.

Get started with this feature

1. Navigate to Contacts, Companies or Opportunities and select Import > Import from HubSpot.

2. Complete the initial setup steps until you reach the Preview and import screen.

3. Click the pencil icon on an object's row to set your filters, apply them and start the import.

HubSpot Importer: In-app feedback and feature requests

The HubSpot Importer now includes an integrated feedback mechanism, asking users to rate their import experience and report any issues encountered via a brief, two-step prompt upon returning to the import history. Additionally, users can request new platform integrations directly from the "Select import data" step by clicking the option to suggest another tool.

Get started with this feature

1. For feedback, simply return to the Import history or records list after running an import to trigger the check-in prompt.

2. To request new tools, click Tell us which one on the Import data step, pick the tools and submit the request.

Opportunities: Redesigned and customizable creation panel (Private Beta)

The "Add Opportunity" flow has been updated to a customizable side panel focused entirely on the deal details rather than requiring a primary contact upfront. Admins can configure the panel via Settings by reordering fields, marking specific data points as required and enabling inline contact creation and record associations, allowing teams to log early-stage deals faster and ensure critical opportunity data is captured immediately.

Get started with this feature

1. Navigate to Opportunities and click Add opportunity.

2. Enter the opportunity name, confirm the pipeline and stage, and optionally pick or create a contact.

3. To customize the panel layout, use the Customize form link at the top or go to Settings > Objects > Opportunities.

Opportunities: Dedicated sidebar workspace (Private Beta)

Clicking into an opportunity now opens a comprehensive sidebar workspace rather than a basic modal. The sidebar features a deal summary header for quick stage and status updates, an organized fields panel and a tabbed interface for managing appointments, tasks, notes, payments, associations and conversations without leaving the pipeline board. The new view also includes quick action menus and navigation arrows to quickly step through multiple deals in the same stage.

Get started with this feature

1. Navigate to Opportunities and click any opportunity card.

2. Review and change the stage, pipeline or value directly in the header.

3. Switch between tabs to manage deal activity or use the arrows to navigate between opportunities in the same stage.

Opportunities: Customizable quick action data sources (Private Beta)

Admins can now customize the data source for specific quick actions—such as Notes, Tasks and Next confirmed appointment—displayed on opportunity cards. By navigating to the Customize Card settings, you can define whether these actions read and write data to the Opportunity record itself or to the Primary Contact, ensuring the card's action counts accurately reflect your team's specific workflow.

Get started with this feature

1. Navigate to Opportunities > Manage fields > Customize card.

2. Open the Quick actions tab and choose the desired data source for Notes, Tasks and Next confirmed appointment.

3. Reorder the actions, review the card preview and click Apply.

QR Codes: Redesigned profile and business cards

Profile and Business Card QR Codes have received a major design update, introducing enhanced customization options for colors, cover images, custom links and integrated icons. The cards now feature a prominent "Save Contact" button and a built-in Exchange Contact form that automatically creates a new CRM record when a visitor shares their details, along with smart automation toggles for immediate contact downloading and form presentation.

Get started with this feature

1. Open the QR Code Builder and customize your Profile or Business Card styling.

2. Add custom links, icons and configure your Exchange Contact form.

3. Enable smart automation toggles if desired, then publish and share your code.

Marketing Audit Reports: AI search and visibility scoring

Marketing Audit Reports now include an AI Search Visibility section that analyzes how effectively AI assistants like ChatGPT and Claude can find, read and act upon a prospect's business information. The tool generates a score out of 100 based on local presence consistency, crawler accessibility, schema markup readability and agent readiness for tasks like form submissions, providing a prioritized list of actionable fixes to improve AI discovery.

Get started with this feature

1. Enable the AI search and visibility feature in Labs.

2. Navigate to the Prospecting tool, search for a business and add it as a prospect.

3. Open its Marketing Audit Report and select AI Search Visibility to view the score and recommendations.

Opportunities: Distinct click targets for deal and contact (Private Beta)

Opportunity cards on the pipeline board now feature distinct click targets to streamline navigation. Clicking the opportunity name opens the new dedicated deal sidebar, while clicking the contact name opens the contact overlay directly on the board. The card layout has also been updated to display the contact name by default and now supports up to 9 customizable fields.

Get started with this feature

1. Navigate to Opportunities and click an opportunity name to open the deal or click the contact name to open the contact record.

2. To customize the displayed fields, click Manage fields and select up to 9 fields to apply to your cards.

Brand Board: Comprehensive typography hierarchy

The Typography tab within the Brand Board Design Kit now supports a complete text hierarchy, including dedicated styles for Titles, Subtitles, Headings, Section headers, Quotes, Body text and Captions. You can configure the specific font, weight, size and line height for each style once, establishing a consistent typographic standard that will be accessible across platform builders in upcoming phases.

Get started with this feature

1. Open a Brand Board and navigate to the Design Kit > Typography tab.

2. Review the pre-filled styles under Styles.

3. Click the edit icon on any style to adjust the font, weight, size or line height, then save the board.

Email Builder: Template Switcher

Users can now switch templates directly from inside the Email Builder. A new option opens the Template Library modal, allowing users to browse, search and apply a different template to the current email without needing to exit and re-enter the builder. If the email already contains content, a confirmation prompt ensures nothing is accidentally overwritten.

Get started with this feature

1. Open the Email Design Builder > click the switch/apply templates icon.

2. Browse or search and select a template.

3. Click Replace and confirm if prompted.

Opportunities: Appointments That Belong to the Opportunity (Private Beta)

Appointments can now be linked directly to an opportunity rather than just the contact. The opportunity sidebar features a new Appointments tab divided into Upcoming and Past, allowing users to book new meetings from the deal, link existing ones and view all relevant appointments in one place. The opportunity card's date chip will also reflect the deal's next scheduled appointment.

Get started with this feature

1. Navigate to Opportunities > open an opportunity.

2. Go to the Appointments tab and click + Add to book a new meeting or link an existing appointment.

3. Click View contact's appointments to see the contact's overall booking history.

Opportunities: Dedicated conversation feeds for individual deals (Private Beta)

Individual messages can now be linked to specific opportunities, creating a dedicated conversation feed within the opportunity sidebar. Users can start a new conversation directly from the deal or link existing messages via the composer, the message menu or in bulk. All messages remain visible on the primary contact's thread while also populating the deal-specific feed.

Get started with this feature

1. Navigate to Opportunities > click the conversations icon on a card or open the Conversations tab inside a deal.

2. Click the new-conversation button to start a thread.

3. To link existing messages, click the message menu, select Add association, search for the opportunity and save.

Meeting Room: Breakout Rooms

Hosts can now split Meeting Room participants into up to 100 smaller breakout groups for independent collaboration. Hosts can assign participants manually or automatically, move between rooms, broadcast messages to all groups and independently control recording and live transcription for each specific room.

Get started with this feature

1. Open Meeting Room > click Breakout Rooms in the meeting toolbar.

2. Create your rooms and configure assignments.

3. Start the sessions.

Mobile: GoKollab App Banner

A dismissable banner now appears at the bottom of every GoKollab mobile web page to encourage users to transition to the mobile app. The banner utilizes deep linking, meaning it will open the app directly to the same content the user was viewing on the web or redirect them to the appropriate app store if the app is not yet installed.

Opportunity Workflows: Triggers, Entry and Logs (Private Beta)

Opportunity workflows now support execution for deals that do not have an associated primary contact. Triggers will enroll these contactless opportunities, automatically skipping any contact-specific actions with a clear log reason while executing the rest of the workflow. The update also introduces dedicated execution logs and testing interfaces focused on the opportunity record.

Get started with this feature

1. Navigate to Automation > Workflows > add an opportunity trigger with a pipeline filter.

2. Add actions and publish the workflow.

3. Open Enrollment history or Execution logs and use the Opportunities tab to review runs.

Email Builder: Branded Templates

Users can now preview email templates rendered in their own brand colors before applying them. When opening a template preview from the Email Builder, a sidebar allows users to select any brand kit saved in the sub-account, instantly updating the template's buttons, headings and labels to match the brand style before the email is created.

Get started with this feature

1. Select a new template from Email templates > click Preview.

2. Select a brand kit from the sidebar to update the preview.

3. Click Choose Template.

Opportunity Workflows: Updated Opportunity Actions (Private Beta)

Opportunity actions in workflows have been updated to handle deals without a primary contact and to support multi-contact roles. Workflows can now find or create opportunities based on specific association labels (such as Primary Opportunity or Decision maker), execute owner assignments on contactless deals and utilize merge fields dynamically when setting opportunity names.

Get started with this feature

1. Navigate to Automation > Workflows > open or create a workflow.

2. Add the Find opportunity or Create opportunity action and specify the Association Label With Contact.

3. Configure your pipeline, stage and duplicate settings directly in the action.

Conversation AI: Outbound AI Agents

Conversation AI agents can now initiate outbound conversations based on CRM triggers like form submissions, missed calls or deal stage changes. The agent automatically drafts personalized opening messages based on the customer's context and will proactively follow up according to a set schedule, utilizing smart scenarios to pause or pivot based on the customer's response.

Get started with this feature

1. Turn on Conversations AI - Outbound in Labs.

2. Navigate to AI Agents > Conversation AI to create an Auto-Pilot agent, writing its prompt, Outbound opening message and Auto Follow-up settings.

3. Navigate to the Deploy tab, configure your sending number and SMS compliance, set up your Triggers and activate outbound.

Opportunity Workflows: Associated Record Actions (Private Beta)

Workflows now feature five new actions to manage the records associated with an opportunity, regardless of whether a primary contact exists. Users can associate existing records, create new associated records based on specific labels, update fields across linked properties and enroll or remove associated records from other workflows.

Get started with this feature

1. Navigate to Automation > Workflows > start from an opportunity trigger.

2. Add a new action and search for the associated record actions under the Opportunity section.

3. Configure the target object, association label and applicable fields or workflows, then publish.

AI Campaigns: Database Reactivation and Bulk AI Outreach

Users can now launch bulk AI Campaigns to reactivate old leads, past customers or stalled deals using a Conversation AI agent. Users can select predefined segments or Smart Lists, define their send mode (immediate, scheduled, or drip) and allow the AI to handle personalized initial outreach and follow-ups. When contacts reply, the agent seamlessly transitions into a live conversation to handle objections and book appointments.

Get started with this feature

1. Turn on Conversations AI - Outbound in Labs and configure an Auto-Pilot agent with a designated sending number and compliance confirmation.

2. Navigate to Contacts > AI Campaign or select contacts and click Start AI campaign in the bulk actions bar.

3. Pick your segment, assign the agent, select your send mode and click Start campaign.

Opportunity Workflows: Email the Contacts on an Opportunity (Private Beta)

The Send email workflow action now supports emailing all contacts associated with a specific opportunity, allowing users to filter recipients based on their association label. The action dynamically resolves merge fields for each recipient individually and logs the communication directly to the opportunity's conversation feed, ensuring the right people receive the right communications even if the deal lacks a primary contact.

Get started with this feature

1. Navigate to Automation > Workflows > start from an opportunity trigger.

2. Add the Send email action and set Email Recipients to Associated contacts of the opportunity.

3. Choose the Association Label, write the email using merge fields and publish.

Opportunities: Isolated activity feeds and historical data backfill (Private Beta)

Opportunity records now isolate their activity feeds, displaying only the notes, tasks and appointments directly linked to that specific deal instead of the primary contact's entire history. To populate existing deals, users can utilize the "Bring in past activity" feature to selectively link a contact's historical data to the opportunity based on specific timeframes, either individually or across the entire location.

Get started with this feature

1. Open an opportunity > navigate to the Notes, Tasks or Appointments tab.

2. Click View [contact name]'s notes to see the overall contact history.

3. To link previous activity, click Bring in past activity, select the period and click Link past activity.

Conversation AI: Date and time awareness

Conversation AI bots are now fully date and time aware, understanding natural language references like "tomorrow" or "today" based on the specific time the message was sent. The bot correctly handles daylight saving changes, month rollovers, prevents booking past slots or double-booking contacts and accurately calculates business hours based on the business's local timezone.

Opportunities: Delete a contact while keeping its opportunities (Private Beta)

When deleting a contact, you can now choose to keep its associated opportunities active in your pipeline. A new prompt in the delete window allows you to detach the contact while preserving the deal's stage, status and value, ensuring that list clean-ups do not accidentally wipe out active pipeline history.

Get started with this feature

1. Navigate to Contacts and select one or more contacts to delete.

2. Click Delete and untick the Opportunities option under "Also delete" to keep them in the pipeline.

3. Type DELETE and confirm.

Conversation AI: Test agent with rich elements and outbound support

The "Test your agent" feature now supports rich elements and outbound messaging, allowing you to preview exactly how a conversation will appear across different channels before going live. You can view channel-specific formatting for buttons, lists and images and test the initial outbound message triggered by a CRM event without risking contact with a real lead.

Get started with this feature

1. Navigate to Conversation AI and edit your agent.

2. Click Test your agent and use the Preview as dropdown to pick a specific channel (e.g., Live chat, WhatsApp).

3. To test outbound functionality, switch the test mode to start with Outbound, pick a trigger and test contact, and interact as the lead.

Opportunities: Link contacts and other deals with custom associations (Private Beta)

Opportunities can now be linked to multiple contacts and other opportunities using customizable association labels, such as "Decision Maker" or "Renewal." These associations allow you to track everyone involved in a deal and connect related deals, with the ability to display these labels as list view columns, board card fields and utilize them in advanced pipeline filters.

Get started with this feature

1. Navigate to Settings > Objects > Opportunities > Associations to create a new contact or opportunity label.

2. Open an opportunity, navigate to the Associations section and add a contact or opportunity using the newly created label.

3. Use the Manage fields or Customize card settings to display these associations on your list or board views.

Managed Agents: Autonomous subagent task delegation

Managed Agents can now spawn specialized subagents to handle complex, multi-step jobs in parallel. By analyzing your plain-language prompt, the main agent delegates focused tasks, like data lookups or specific record updates, to subagents carrying minimal context, which significantly reduces processing costs and improves accuracy across long-running workflows spanning multiple apps.

Get started with this feature

1. Navigate to AI Agents > Agent Studio > Managed and describe your complex job in plain words.

2. Review the automatically generated Subagents row and prompt the builder if you want to modify the team structure.

3. Publish the agent or run it in chat, clicking "View subagent activity" under any reply to see the specific task breakdowns.

Email Builder: Inbox Preview for real email clients

The Email Builder now includes an Inbox Preview feature that shows exactly how your email will render across actual email clients, such as Gmail, Outlook and Apple Mail, rather than relying on generic device simulations. This allows you to generate and compare multiple client previews side-by-side to catch rendering issues or dark mode formatting inconsistencies before sending.

Get started with this feature

1. Open the Email Builder and navigate to the Inbox Preview section.

2. Select the specific email clients you want to test against and generate the previews.

3. Review the rendering and compare layouts across the selected clients.

Email Marketing: AI editor, sequence generation and A/B testing

Email Marketing now features three new AI capabilities to streamline campaign creation. The AI Editor utilizes your Brand Board to help draft and refine content via conversational prompts, Email Sequences automatically generates multi-step email journeys based on a single goal and AI-Powered A/B Testing automatically creates and tests content variations to optimize performance based on open or click rates.

Conversations: Cross-thread and in-conversation keyword search

You can now search for specific words, phrases, contact names, emails or phone numbers across your entire Conversations inbox or within a single thread. The search tool highlights keyword matches and provides a preview count, allowing you to quickly locate past context, such as a quoted price or product mention and filter the results by date, channel, direction or owner.

Get started with this feature

1. Navigate to Conversations and click the search icon at the top of the left navigation bar for inbox-wide searches.

2. To search within a specific thread, open the conversation and click the search icon in the header.

3. Use the up/down arrows to navigate between highlighted matches in the thread, or apply filters to narrow broader inbox results.

Forms, Surveys & Quizzes: Unified Integrate experience

The Form, Survey & Quiz Builder now features a unified Integrate tab that consolidates embedding, sharing, email and workflow connection options into a single workspace. You can preview embeds in real-time, generate and customize prebuilt QR codes, embed forms directly into email templates and view or create connected workflows without navigating away from the builder.

Get started with this feature

1. Open any Form, Survey or Quiz in the builder and navigate to the Integrate tab.

2. Select Embed, Share, Email or Connection to access the relevant tools.

3. Use the live preview to adjust embed settings, customize your QR code or manage connected workflows before clicking Save.

Forms & Surveys: Product-level conditional logic

Forms and Surveys now support conditional logic based on specific product selections. You can trigger redirect URLs, display custom messages, disqualify leads or show/hide specific fields based on individual products chosen. Additionally, you can now conditionally show or hide specific product variants within the Sell Products element, tailoring the order form dynamically based on previous customer responses.

Get started with this feature

1. Open any Form or Survey in the builder and navigate to the Conditional Logic section.

2. Select a specific product when setting an IF condition for redirects, messages, disqualifications or field visibility.

3. For Show/Hide Fields, target the entire Sell Products element, an individual product or specific variants based on your defined conditions.

WhatsApp: Build and send native forms within flows

You can now send forms as native WhatsApp Flows, allowing leads to fill out structured data—like lead qualification, onboarding or event registration, directly inside their chat thread without being redirected to a web browser. You can select an existing form or build a new one with a live preview and all submissions are automatically mapped to the correct contact in your CRM under Forms > Submissions.

Get started with this feature

1. Navigate to Settings > WhatsApp > Flows and click Create Flow.

2. Choose Form submission, pick your form and review the live preview.

3. Configure the WhatsApp template and button, publish the flow and send it via Conversations, workflows or bulk actions.

Conversation AI: Advanced time zone support

Conversation AI agents in Auto-Pilot mode can now accurately detect, confirm and book appointments using a contact's specific time zone. The agent will proactively ask for the contact's location before displaying any available slots, save the time zone directly to the contact record for future interactions and default back to the business time zone if the contact prefers not to share their location.

Get started with this feature

1. Enable Conversations AI | Advanced Time Zone Support in Labs.

2. Open your agent, navigate to Actions > Contact Info, add the standard "Time Zone" field and save.

3. Instruct your agent in its prompt to confirm the contact's time zone before showing times.

Snapshots: Automated asset dependency resolution

Snapshots now automatically detect and include any dependent assets required for the primary asset to function properly, currently supporting Workflows and Email Templates. When creating or refreshing a Snapshot, the system ensures that dependencies (like an Email Template required by a Workflow) are bundled together, preventing broken automations or missing content when loading the Snapshot into a new sub-account.

Forms & Surveys: Automatic taxes and billing address syncing

Forms & Surveys now feature an Automatic Taxes option that calculates tax based directly on the customer's provided address details within the native Address element. Additionally, you can rename address labels (e.g., "Shipping Address") and enable a dedicated Billing Address section that automatically mirrors your primary address fields, complete with a "Same as Shipping Address" checkbox for a smoother checkout experience.

Get started with this feature

1. Open a Form or Survey containing the Sell Products element and add an Address element.

2. Configure Automatic Taxes to utilize the customer's address.

3. Enable the Billing Address toggle within the Sell Products element and map the fields accordingly.

Dashboards: Visual widget gallery

The dashboard widget selection process has been completely redesigned into a visual Widget Gallery that provides a real-time preview and plain-language description for every available widget. The gallery features a searchable interface, module-specific filtering and tailored recommendations based on your account activity, eliminating the guesswork of adding widgets to your dashboards or custom reports.

Get started with this feature

1. Open a dashboard and click Edit dashboard to open the Widget gallery.

2. Browse the recommendations, search by intent or filter by specific modules.

3. Click any widget card to immediately add it to your canvas.

WhatsApp: Multi-card media carousel templates

Marketing templates for WhatsApp now support horizontal carousels containing up to 10 swipeable cards, each featuring its own unique image, video, descriptive text and up to two interactive buttons. This allows you to showcase multiple products, offers or services within a single template, which only counts as one marketing message against both your Meta billing and per-customer messaging frequency limits.

Get started with this feature

1. Navigate to Settings > WhatsApp > Templates and click Create template.

2. Select the Marketing category, choose Media carousel and write your primary message body.

3. Add up to 10 media cards with text and buttons, submit for Meta approval, and send upon approval.

Dashboards: Consistent typography and widget sizing limits

Dashboard widgets now enforce a consistent typography scale and strict minimum/maximum sizing limits to ensure readability across all views. Number cards and headline values will maintain identical font sizes and styles regardless of how the widget is scaled and the overall widget design has been refined with lighter borders, rounded corners and cleaner dropdown placements.

Dashboards: Persistent AI-generated summaries

The Dashboard Summary AI can now evaluate every widget on your dashboard and generate a module-by-module insight report that can be pinned as a persistent widget. The summary automatically refreshes daily or when date ranges change, highlights critical metrics and missing data and offers one-click prompt chips to easily adjust the summary's style, length or strategic focus without manual typing.

Get started with this feature

1. Open any dashboard and click Dashboard summary in the header.

2. Review the Ask AI summary and use the prompt chips to adjust the output style or focus.

3. Click Add summary as widget to pin it and use the widget's settings to prioritize specific modules.

Developer Portal: App Studio AI app builder

App Studio is a new AI-powered development environment within the Developer Portal that allows you to build, test and publish fully functional HighLevel Marketplace apps using conversational prompts. The AI automatically generates the frontend, backend, managed database and necessary CRM integrations, including OAuth and webhooks, allowing you to create native, installable apps without managing any underlying infrastructure.

Get started with this feature

1. Ensure the feature is enabled via Profile Menu > Labs, then navigate to Developer Portal > My Apps.

2. Click Create App > Build with App Studio and describe your idea to generate the initial build.

3. Refine the app via chat, test it live within a sub-account and click Publish to generate an installation link.

Ask AI: Cloud-based computer workspace

Ask AI now features its own cloud-based Computer, providing each user with an isolated, private machine equipped with a Chrome browser, terminal and a Files app. This allows the assistant to autonomously perform complex tasks across websites lacking APIs, execute scripts and manipulate files while you monitor its progress through a live preview. You can take manual control at any time, securely store login credentials via an encrypted vault and manage custom tool installations, all with robust agency-level and privacy controls.

Managed Agents: Enhanced computer environment performance

The Computer environment for Managed Agents has received a major upgrade, now providing each agent with its own dedicated, isolated machine to significantly boost performance and reliability. A single Managed Agent can now run 8 to 10 browser tabs in parallel, allowing multiple tasks to execute simultaneously without interference. The update also introduces secure credential management via HighLevel Keychain and a refined UI for a faster, smoother Take Control experience.

Opportunities: Import opportunities without contacts (Private Beta)

You can now import opportunities via CSV without needing an associated contact, allowing teams to migrate deals from other CRMs or track company-level deals without creating placeholder records. When importing, simply map the required Opportunity name and Pipeline fields and any rows without a contact will be successfully created as contactless opportunities in your specified pipeline and stage.

Get started with this feature

1. Navigate to Opportunities > Import > Start CSV import.

2. Select Opportunities and upload your CSV.

3. Map the required Opportunity name and Pipeline fields, then review and click Start import.

QR Codes: Prebuilt codes for calendars, services, and rentals

You can now create and manage dedicated QR Codes for Calendars, Services and Rentals directly within their respective sections, eliminating the need to manually build and map them in the QR Code Builder. These prebuilt QR Codes automatically link to their specific booking destinations and feature built-in performance insights, allowing you to track total scans, view the last scanned date and easily customize or download the design directly from the booking tool's interface.

Get started with this feature

1. Open the relevant Calendars, Services or Rentals section.

2. Locate the new QR Code touchpoint to view your automatically mapped code.

3. Review the scan metrics, edit the design if needed and download the code for your campaigns.

Email Marketing: HighRise UI performance update

The Email Marketing and Email Builder tools have been upgraded to the HighRise UI, transitioning from legacy iframes to a Module Federation architecture that significantly enhances speed and responsiveness. This update reduces initial download sizes by up to 86%, cutting load times drastically and providing a much smoother, more reliable drag-and-drop editing experience integrated natively within the application.

Email Builder: Mobile-specific view controls

Help article
Email Builder now includes dedicated Mobile View Controls, allowing you to independently adjust styling, spacing, typography and alignment specifically for mobile devices without altering your desktop design. You can easily optimize padding, configure full-width buttons and adjust the layout for responsive images and social icons to ensure your emails look professional and remain highly readable on smaller screens.

Get started with this feature

1. Open the Email Builder and navigate to the styling settings of any supported element or section.

2. Switch to the Mobile tab to access mobile-specific controls.

3. Adjust padding, alignment, typography and spacing; these changes will override inherited desktop styles for mobile viewers only.

Multi-Brand SaaS: Dedicated notification email domains

SaaS agencies utilizing Multi-Brand Management can now configure dedicated notification email domains for each of their brands. This allows system-generated emails to be sent from the specific brand's domain rather than a generic sender, ensuring a consistent and professional identity across all customer communications. You can independently verify and manage these domains within the Email Services settings.

Get started with this feature

1. Navigate to Agency Settings > Email Services > Dedicated Domain and IP.

2. Open the Notification Section to view your brands' notification domains.

3. Add, configure and verify the required DNS records for each individual brand's domain.

Custom Objects & Companies: Actionable workspace side panel (Private Beta)

The side panel for Custom Objects and Companies is now a fully actionable workspace. Rather than just viewing records, you can now seamlessly switch between Details, Appointments, Associations, Tasks, Notes and Conversations tabs to take immediate action, such as booking an appointment, starting a conversation or linking related records, all while maintaining full visibility of your record list.

Get started with this feature

1. Open a Custom Object from the sidebar or navigate to Contacts > Companies and select a record.

2. Use the tab rail to review and act upon Conversations, Appointments, Tasks, or Notes directly within the panel.

3. Use the "+" icon in the Details tab to quickly link an existing record, or use the previous/next arrows to navigate through your list.

WhatsApp: Call recording and automatic transcription

WhatsApp calls can now be automatically recorded and transcribed directly into your Conversations inbox. The audio file and a searchable transcript, which automatically detects the spoken language, are stored alongside the customer's messages. Callers will hear an automated consent announcement in your chosen language before any recording begins.

Get started with this feature

1. Navigate to Settings > Communications > WhatsApp > Calling and select the desired number.

2. Enable Recording and transcription, then tick Record calls and/or Transcribe calls.

3. Select the consent announcement reason and the appropriate language, then save.

Custom Objects & Companies: Dedicated conversation feeds (Private Beta)

Every Custom Object and Company record now features a dedicated conversation feed, centralizing all relevant communication. You can start a new conversation directly from the record's panel with the association already established or link existing messages (individually or in bulk) directly from the primary contact's thread without losing context.

Get started with this feature

1. Open a Custom Object record or Company and select the Conversations tab.

2. To start a new conversation, click Create a conversation and choose a contact; the record will be automatically linked.

3. To link an existing message, open the contact's thread, click Add association from the message menu, select your record and save.

Chat Widget: Connect Conversation AI agents directly from the builder

You can now connect, view and manage Conversation AI agents directly within the Live Chat and All-in-One widget builders. A new Agent tab displays the connected agent and its specific tag conditions, allowing you to assign a new agent, swap existing ones or safely remove a connection without needing to leave the builder interface.

Get started with this feature

1. Navigate to Sites > Chat Widget and open a Live Chat or All-in-One widget.

2. Open the Agent tab (expanding Conversation AI if necessary) and select an agent from the dropdown.

3. Review the tag conditions, click Save or use the menu to edit the agent or remove the connection.

Custom Objects & Companies: Dedicated appointments (Private Beta)

Every Custom Object and Company record now supports dedicated appointment tracking. You can review upcoming and past meetings, book new services or meetings with the record automatically preselected under Associated objects or link previously scheduled appointments directly from the record's side panel.

Get started with this feature

1. Open a Custom Object record or Company and navigate to the Appointments tab in the side panel.

2. Click Add and choose Meetings or Services to initiate a new booking or select Link existing appointment to associate a previously scheduled event.

3. If booking a new meeting, select the calendar, date and contact, review the Associated objects and confirm the booking.

Forms: Create opportunities, companies and custom objects without contacts (Private Beta)

Forms can now independently create and link Opportunities, Companies or Custom Objects without requiring primary contact details like a name or email. You can configure forms to generate opportunity-only records or simultaneously create and link two distinct records (e.g., an Opportunity and a Company) with a specific relationship label applied automatically upon submission.

Get started with this feature

1. Navigate to Sites > Forms, open a form and remove the default contact fields.

2. Click Add Object Fields, select Opportunity or Company, and add the necessary fields.

3. To create a second record, select another object from the dropdown, add its fields, assign an association label, configure any required opportunity settings, and save.

Mobile App: Calculated fields integration (Private Beta)

Calculated fields are now fully supported within the mobile app, allowing you to view dynamically generated values, such as lead scores or days since a milestone, directly on contact and opportunity records. These read-only fields recalculate automatically based on their underlying formulas and can be refreshed instantly with a tap, ensuring your field data is always accurate on the go.

Get started with this feature

1. On the web application, add a "Calculated" custom field to a contact or opportunity folder and define its formula.

2. Open the mobile app and navigate to a contact's Details tab, or an opportunity record, to view the calculated field (marked with a lock icon).

3. Tap the refresh button next to the calculated field to manually pull the latest value.

Associations: Automatic activity linking (Private Beta)

New activities, such as emails, calls, SMS and appointments, can now be automatically associated with related records (like Companies or Opportunities) based on customizable default rules. Administrators can configure specific relationship behaviors per activity type and origin object, ensuring comprehensive timeline visibility across all associated records without manual data entry.

Get started with this feature

1. Navigate to Settings > Objects and click Default activity associations.

2. Select an activity type and the origin object where the activity begins.

3. Define the association rules for related objects, review the outcome in the Activity panel and save.

Workflows: Association created trigger

You can now initiate workflows based specifically on the creation of new relationships between CRM records. The new "Association Created" trigger allows you to target specific interactions such as a contact being linked to a property or a company and filter by the associated object and relationship label to automate highly contextual follow-up actions.

Get started with this feature

1. Enable the Association Created Trigger in Labs for your location.

2. Navigate to Automation > Workflows, open a workflow and select the Association Created trigger.

3. Add filters to specify the "Association created with" object and the relevant "Association label," then configure your automated actions and publish.

Conversation AI: Build Agents with AI

You can now use natural language prompts to quickly build and configure Conversation AI agents instead of manually tuning settings and writing complex instructions. By describing your desired agent or starting from one of 9 specialized templates, the "Build with AI" feature automatically configures outbound triggers, inbound channels, working hours, booking actions, hand-off protocols and the knowledge base, all of which can be further refined through simple chat instructions.

Get started with this feature

1. Enable Conversation AI: Build with AI in Settings > Labs.

2. Navigate to AI Agents > Conversation AI > Create Agent, choose Create with AI and then Start with AI.

3. Describe your agent or pick a template, click Build agent and refine the setup via chat before testing and saving.

Custom Object & Company Workflows: Send SMS action

You can now automate SMS communications directly within Custom Object and Company workflows, sending messages to the specific contacts associated with the enrolled record. By selecting relevant relationship labels (e.g., Customer or Owner) and utilizing custom value pickers, you can dynamically combine record-level data with contact-level fields to deliver highly personalized updates, renewal reminders, or account follow-ups.

Get started with this feature

1. Enable the Send SMS action in Labs, then open a Custom Object or Company workflow under Automation > Workflows.

2. Add an action, select Communication > Send SMS and choose your SMS recipients by selecting at least one Association label.

3. Choose a template or compose a message utilizing custom values, save the action and publish your workflow.

WhatsApp: Ready-made template library

The WhatsApp template builder now features a library of 52 pre-built marketing and utility templates covering common use cases, like appointment reminders and promotions, tailored for specific industries. These templates are available in six languages (including Spanish, Portuguese, French and German), structurally optimized for Meta's approval process and fully customizable with live previews before submission.

Get started with this feature

1. Navigate to Settings > Communications > WhatsApp > Templates and click Create template.

2. Select Pre-built templates, browse or search by category and language and choose a template.

3. Customize the name, language, header, body, and variables, review the live preview and submit for approval.

Smart Lists: Filter, segment and view associated records

You can now filter and segment your contacts based on the specific records linked to them (e.g. specific Companies, Pets, or Policies) and save these segments as dynamic Smart Lists. The update also allows you to display associated records as distinct columns based on their relationship labels in the list view and clearly separates the Primary Company relationship from other custom company links for improved account visibility.

Get started with this feature

1. Navigate to Contacts > Smart Lists and click Filters.

2. Choose an association field, apply an operator (e.g., Contains any), select specific records if necessary, and save the view as a new Smart List.

3. To view these associations as columns, open Manage fields, select the relevant labels under Associations, and apply.

Funnels: Integrated AI and Chat Widget element

You can now add, configure and train a Conversation AI chat widget directly within the Funnel builder without relying on custom code or external setups. The new AI And Chat Widget element allows you to drop a widget onto your page, automatically scan your funnel to build a custom knowledge base and immediately deploy the agent with auto-generated instructions based on your site's content.

Get started with this feature

1. Open your funnel or website in the builder, go to Add Elements, and select the AI And Chat Widget.

2. Click the widget to add it to the page, open the AI agents tab, and click Setup Conversation AI.

3. Click Scan & auto-configure to build the knowledge base, then manage the agent or publish your funnel once the setup is complete.

Associations: Define contact roles in companies with custom labels

You can now create custom association labels, like "Employee", "Decision maker" or "Billing contact", to clearly define a contact's specific role within a linked company. These customized relationship labels allow you to link the same person to a company under multiple roles, and they can be utilized directly from the Companies list to build highly targeted, deduplicated email audiences based on stakeholder responsibilities.

Get started with this feature

1. Navigate to Settings > Objects > Companies or Contacts > Associations, click Create association, and configure your single or paired labels.

2. Open a Company or Contact record, navigate to Associations, click Add, select the relevant record and label, and save.

3. To email specific roles from the Companies list, select the companies, click Send email, and choose the required association labels.

Associations: Link a contact to multiple companies

A single Contact record can now be linked to multiple Companies simultaneously without overriding their required "Primary Company" status. By creating a new custom association label (e.g., "Employer/Employee") configured to allow "Many Companies," you can connect consultants, business owners or shared finance contacts to all relevant accounts while keeping automatic system links and merge fields tied strictly to their primary company.

Get started with this feature

1. Navigate to Settings > Objects > Companies > Associations, click Create association, select Contacts, name your label and set it to allow Many Companies.

2. Open a Contact record, click Add next to Companies, search for the target Company and apply the new custom label.

3. Save the link and repeat the process for any additional companies within the configured limits.

Companies: Preemptive duplicate detection

Changelog | Help Article

The Add Company panel now features preemptive duplicate detection that scans for matching company names and domain names as you type. If similar entries—including partial matches or minor typos like "Tesla Inc" vs. "Tesla, Inc." are detected, the system will prompt you with existing records, allowing you to open the established company profile rather than creating a fragmented duplicate.

Get started with this feature

1. Enable Preemptive Duplicate Detection for Companies in Labs for the sub-account.

2. Navigate to Contacts > Companies and click Add Company.

3. Enter at least two characters in the Company Name or Domain name fields, review any suggestions provided, and click a matching company to open it, or continue saving if distinct.

Communities: Automated welcome messages and onboarding steps

Community admins and owners can now configure personalized, automated welcome direct messages and structured onboarding steps for new members. From the Welcome setup, you can customize DMs with media and dynamic tokens, and establish up to five required onboarding actions, such as profile updates or video introductions, which appear as an interactive "Get Started" checklist on the new member's community feed.

External Tracking: Field mapping control and iframe form tracking

External Tracking Settings now give you granular control over every website running your tracking script. You can independently toggle page views, form analytics and form submissions on a per-domain basis or apply changes in bulk across multiple domains. Each domain displays an inventory of detected forms, allowing you to choose exactly which forms create CRM contacts, manually customize how form fields map to standard contact fields or designate sensitive fields as "Do not track." Additionally, external forms embedded via iFrames, such as booking engines and third-party landing pages, can now be tracked using a two-snippet setup, ensuring those submissions map directly into your CRM.

Get started with this feature

1. Enable the new External Tracking experience in Labs.

2. Navigate to Settings > External Tracking > Settings to manage domain-level switches or click into a domain to adjust per-form tracking and field mappings.

3. For embedded forms, go to Installation > Tracking code > iframe forms, place the respective snippets on the parent site and hosted iFrame page and complete a test submission to map the form.

QR Codes: Advanced device, browser and geographic analytics

QR Code Analytics now expands beyond total and unique scans to provide comprehensive device, browser and geographic reporting. You can break down scan data by device type and specific web browsers to optimize destination landing pages for your audience. Geographic reporting allows you to track engagement across country, state and city levels to evaluate local campaign performance. These insights are also available retrospectively for all scans recorded from August 28, 2024 onward.

Get started with this feature

1. Open the QR Code section and select the code you want to evaluate.

2. Navigate to the QR Code Analytics view to review your scan metrics.

3. Explore the breakdown tabs to inspect device types, browser usage, geographic distribution and historical scan activity.

Contacts: Organize documents with multi-level folders

You can now organize, structure and manage documents at the individual contact level using custom multi-level folders. Files can be moved between folders without re-uploading, allowing you to establish a structured workspace tailored to each contact. System folders remain protected from accidental removal, while user-created custom folders and files can be deleted and safely recovered from the trash within a 60-day window before permanent removal.

Get started with this feature

1. Open any contact record and navigate to the Documents section.

2. Create custom folders or multi-level subfolders to organize your files.

3. Move files between custom folders as needed, or access the trash tab to restore any accidentally deleted files or folders within 60 days.

Prospecting: Custom domains for marketing audit reports

Shared Prospecting Marketing Audit Reports can now be configured to open on your own custom API domain instead of the default prod.analyzemy.business URL. This allows agencies to present a fully white-labeled, professional experience from the first click, ensuring that the report is immediately recognized as your agency's proprietary work rather than a third-party tool.

Get started with this feature

1. Enable this feature in Labs and ensure you have an API domain configured in Company Settings > White Label.

2. Navigate to Agency > Prospecting > Settings > Report settings.

3. Select Custom domain, choose your configured domain from the list and share a report to see the updated link.

Workflows: Introducing Workflow Maps

Workflow Maps provides a comprehensive, automatically generated visual interface that displays all workflows, folders and connected assets (like tags, forms and custom fields) in one unified view. This dynamic map allows you to explore the complex relationships between different automations, such as how a specific form triggers a workflow, which then applies a tag to start another, making it easier to understand, manage and troubleshoot your entire sub-account without manually creating diagrams.

Get started with this feature

1. Navigate to Automation > Workflows and click on Workflow Maps (or open it directly from within a workflow's builder).

2. Pan, zoom or switch between 2D and 3D views to explore how your workflows are grouped into folders alongside their connected assets.

3. Use the search bar and filters to isolate specific workflows or assets and click on them to investigate their details and connections.

Workflow Maps: View a contact's journey across workflows

You can now track an individual contact's progression through multiple workflows directly within the Workflow Maps interface. By searching for a specific contact, you can visually trace the automations they entered over the last 60 days, review their enrollment history and inspect the timeline to see exactly where they finished, where they are currently waiting or where they encountered an error.

Get started with this feature

1. Navigate to Automation > Workflows > Workflow Maps and open the Contacts tab in the left rail.

2. Search for a contact by name, email or phone number and select them to focus the map on their journey.

3. Review their enrollment history in the Workflows tab, follow their timeline of runs and inspect specific executions to see how they moved through your automations.

Workflow Maps: Find and troubleshoot workflow errors

Workflow Maps now centralizes workflow execution errors, allowing you to quickly spot failed automations across your entire sub-account from a single view. Workflows with recent errors are flagged with a badge, enabling your team to identify broken follow-ups or failed integrations, inspect the specific steps that failed and navigate directly to the builder to resolve the issue.

Get started with this feature

1. Navigate to Automation > Workflows > Workflow Maps and look for the error badges identifying flagged workflows.

2. Select "Review workflows with errors" to see a grouped summary or use the "Has issues" filter to narrow your view.

3. Select a flagged workflow to review the failed execution details, open it in the builder to fix the step and return to the map to mark the error as read.

Workflow Maps: View linked workflows together in the Workflow Canvas

The new Workflow Canvas feature within Workflow Maps allows you to view a selected workflow alongside all of its linked workflows in a connected sequence. This makes it significantly easier to trace multi-step customer journeys, like lead capture leading to qualification and then to booking, by visualizing the direct handoffs and shared assets that bridge separate automations into a larger process.

Get started with this feature

1. Open Automation > Workflows > Workflow Maps, select a specific workflow and click on Linked workflows.

2. Review the connected sequence to see how workflows pass contacts between each other via shared assets or direct actions.

3. Use the map's asset-usage details to investigate dependencies and open the builder directly from the canvas to make necessary edits.

Workflow Maps: Understand and manage automations with the AI assistant