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Follow up on the latest improvements andΒ updates.

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WhatsApp

Ask AI

WhatsApp X ASK AI

Your customers no longer want to click through software. They want to tell it what to do and have it happen. SaaS is shifting away from menu-driven screens toward AI-powered conversation, and chat is becoming the new front door to every tool you use.
Today that shift arrives for WhatsApp on HighLevel. Ask AI can now run your entire WhatsApp channel for you, end to end, from a single chat window. Templates, sends, bulk campaigns, Flows, analytics, and onboarding. Describe the outcome you want. Get the campaign, the template, or the Flow. Live.
> "Create a WhatsApp marketing template for a bakery β€” 50% off all items, personalize with first name, add urgency, include a CTA button, and bulk send to all contacts tagged
new-signup
" One sentence. Template created, audience picked, every message sent, read status tracked.
ASK AI X WhatsApp
What's New
πŸ“ WhatsApp Templates Built by Asking for Them
  • Create any WhatsApp template in plain English:
    Describe what you want ("a WhatsApp marketing template for my bakery with 50% off"), and Ask AI builds the full payload, wires in your contact variables, adds your buttons, and submits it to Meta. Marketing and Utility categories both supported.
  • Every button type, zero syntax:
    Standard URLs, trackable trigger links, dynamic URLs, quick replies, and copy-code buttons are one prompt away.
  • Rich headers on demand:
    Add image, video, document, or location-pin headers to your WhatsApp templates just by describing them.
  • Edit by talking to your template:
    Ask AI reads back the current template in plain English, applies your change ("swap the CTA to use my Book a Demo trigger link"), and submits the update.
  • Delete with full awareness:
    Every destructive action is previewed with clear consequences before anything happens.
πŸ“¨ WhatsApp Messaging from One Contact to an Entire Segment
  • Send to one contact:
    Pick a template, Ask AI resolves the contact's phone number and variables, then proposes the full send for your approval.
  • Send to a tagged audience:
    Say "send my
    welcome_offer
    WhatsApp template to all contacts tagged
    new-signup
    ." Ask AI fetches the audience, personalizes every message per contact, and dispatches them in parallel with a full delivery summary.
  • Know before you send:
    Ask AI checks the 24-hour WhatsApp window, DND status, funds, and phone validity. If a free-form message is not possible, it automatically offers an approved template instead.
  • Live status tracking:
    Ask "are my messages read?" and Ask AI returns sent, delivered, read, or failed for every recipient in the campaign, with Meta error codes when delivery fails.
πŸ” WhatsApp Flows
  • Appointment booking Flows in one wizard:
    Create, link to any calendar, publish, deprecate, or delete, all conversationally.
πŸ“Š Analytics Where You Already Are
  • Performance on demand:
    "Which template has the highest click rate?" "How did my flash sale do this month?" Answers arrive in seconds with no dashboard navigation.
βš™οΈ Setup That Onboards Itself
  • Smart pre-flight check:
    Ask AI confirms your WhatsApp subscription and integration are live before every operation.
  • Guided onboarding:
    New number, WhatsApp Business App coexistence, or BSP migration. Ask AI picks the right path and walks you through it.
🎯 Campaign Pipelines in a Single Prompt
  • Chain filter, create, send, and measure:
    Ask AI stitches together the audience fetch, template creation, personalized send, and live delivery tracking into one conversation. What used to take multiple tools and tabs is now a single prompt.
πŸ›‘οΈ Safety by Default
  • Write proposals for every change:
    Every create, update, delete, publish, and send (single or bulk) previews the full payload and waits for your approval. Read operations run instantly.
How to Activate
  1. Open
    Ask AI
    from any sub-account where WhatsApp is configured.
  2. Describe what you want, or try a prompt below. Always start with "WhatsApp" so Ask AI routes your request to the WhatsApp channel.
  3. Review the draft Ask AI shows you and approve. Your template, campaign, or Flow goes live.
Prompts to try right now:
🎯 Smart WhatsApp Campaign Pipelines
  • "Create a WhatsApp marketing template for a 50% off flash sale, personalize with first name, use my Shop Now trigger link as the CTA, and send it to all contacts tagged
    new-signup
    "
  • "Send my
    exclusive_preview
    WhatsApp template to every contact tagged
    vip
    and give me the read status for each"
  • "Create a WhatsApp re-engagement template with my Reactivation Offer trigger link, and send it to contacts who have not responded in 30 days"
  • "For every contact with a booked appointment tomorrow, send my
    appointment_reminder
    WhatsApp template with my Reschedule trigger link as the button"
🍞 Bakery / Food & Beverage
  • "Create a WhatsApp marketing template for my bakery, 50% off all items this weekend, personalize with first name, use my Online Orders trigger link as the CTA button, and bulk send to contacts tagged
    newsletter
    "
  • "Build a WhatsApp template pinned to my bakery location (40.7580, -73.9855) that says 'Hi {{first_name}}, your cake order is ready for pickup'"
  • "Create a WhatsApp
    fresh_bread_daily
    template announcing today's bread with my Place Order trigger link, and send it to everyone tagged
    regulars
    "
πŸ₯ Healthcare / Clinics / Dentists
  • "Create a WhatsApp appointment reminder template with Dr. Smith, date, time, clinic address, and my Reschedule trigger link as the button"
  • "Send my
    annual_checkup_due
    WhatsApp template to every contact whose last visit was more than 11 months ago"
  • "Create a WhatsApp flow for general checkups linked to my Clinic Calendar, and publish it"
  • "Build a WhatsApp post-visit follow-up template with the patient's first name, treatment plan as a document header, and my Book Next Visit trigger link as the CTA"
πŸ’… Salons & Spas
  • "Create a WhatsApp marketing template for our summer nail collection with an image header, first-name personalization, my Book Now trigger link as the button, and send it to everyone tagged
    clients
    "
  • "Create a WhatsApp
    appointment_confirmed
    template with service, stylist, date, time, and a Google Calendar add button"
  • "Create a WhatsApp flash sale template with 30% off using my Weekend Sale trigger link, and send to everyone tagged
    loyalty
    "
  • "Send my
    referral_program
    WhatsApp template to all VIP contacts"
πŸ‹οΈ Gyms & Fitness
  • "Create a WhatsApp class reminder template with class name, start time, location, and a Cancel Booking quick reply"
  • "Bulk send my
    summer_challenge
    WhatsApp template to everyone tagged
    active-member
    "
  • "Build a WhatsApp new-member welcome template with a PDF onboarding guide header and my Book First PT Session trigger link as the CTA"
  • "Create a WhatsApp flow for personal training booking linked to my PT Calendar, and publish it"
🏠 Real Estate
  • "Build a WhatsApp new listing template with a property image, address, price, first-name personalization, and my Schedule Viewing trigger link as the button"
  • "Create a WhatsApp price drop alert template with my View Property trigger link and send to contacts tagged
    watching-123-main-st
    "
  • "Build a WhatsApp open house invitation with a location pin on the property and my RSVP trigger link as the button, send to contacts tagged
    buyers-manhattan
    "
πŸš— Auto / Dealerships
  • "Create a WhatsApp service reminder template for the customer's vehicle model and service date with my Book Service trigger link as the button"
  • "Build a WhatsApp test drive invite template with a vehicle image header and my Test Drive trigger link as the CTA, send to contacts tagged
    showroom-visit
    "
  • "Send my
    service_complete
    WhatsApp template to this contact with their invoice link"
πŸ›οΈ E-commerce / Retail
  • "Build a WhatsApp abandoned cart recovery template with first name, a 10% off copy-code, and my Return to Cart trigger link as the primary button, send to contacts tagged
    cart-abandoned-24h
    "
  • "Create a WhatsApp back in stock template with a product image, my Buy Now trigger link, and bulk send to everyone tagged
    waitlist-sneakers
    "
  • "Create a WhatsApp order shipped template with order number, estimated delivery, and a track package button"
  • "How did my
    abandoned_cart
    WhatsApp template perform this month?"
πŸŽ“ Coaching / Courses
  • "Build a WhatsApp webinar reminder that uses my Join Webinar trigger link as the CTA, bulk send to contacts tagged
    webinar-2024-march
    "
  • "Create a WhatsApp course enrollment confirmation with student name, course name, start date, and my Join Portal trigger link as the button"
  • "Create a WhatsApp flow for free consultations linked to my Discovery Call Calendar, and publish it"
πŸ’Ό Agencies / B2B
  • "Create a WhatsApp lead welcome template asking to book a 15-minute discovery call, with my Book a Demo trigger link as the CTA"
  • "Send my
    monthly_report
    WhatsApp template to every contact tagged
    active-client
    "
  • "Build a WhatsApp proposal sent template with the PDF as a document header and my Schedule Follow Up trigger link as the CTA"
🏨 Hospitality / Travel
  • "Build a WhatsApp booking confirmation with hotel name, check-in date, location pin, and my View Itinerary trigger link as the button"
  • "Build a WhatsApp check-in reminder sent the day before arrival with my Mobile Check-In trigger link as the CTA"
  • "Create a WhatsApp flash deal for last-minute bookings with my Book Now trigger link, send to contacts tagged
    warm-leads
    "
πŸ“ˆ Analytics & Optimization
  • "How are all my WhatsApp templates performing this month?"
  • "Which of my WhatsApp templates has the highest button click rate?"
  • "Show me delivery and read rates for my
    appointment_reminder
    WhatsApp template over the last 30 days"
  • "Compare the WhatsApp performance of
    welcome_v2
    and
    welcome_v3
    "
  • "Are the messages from my last WhatsApp campaign read yet?"
πŸ”§ Template Management
  • "Show me all my WhatsApp templates"
  • "Show me my rejected WhatsApp templates, what went wrong?"
  • "Show me the full details of my WhatsApp template called
    welcome_v3
    "
  • "Delete the old
    promo_summer_2025
    WhatsApp template"
  • "Update my
    appointment_reminder
    WhatsApp template to add the appointment location and a Google Calendar link button"
πŸ”„ WhatsApp Flows
  • "Create a WhatsApp flow for appointment booking linked to my Sales Calendar"
  • "List all my WhatsApp flows and their current statuses"
  • "Publish my appointment booking flow"
  • "Deprecate the old booking flow so I can create an updated version"
πŸ“ž Phone Numbers & Setup
  • "Show me all my WhatsApp phone numbers and their quality ratings"
  • "Is WhatsApp fully set up for this sub-account?"
  • "Help me onboard WhatsApp, I already have a WhatsApp Business App on this number"
  • "Help me migrate my WhatsApp number from another provider to HighLevel"
Why This Matters
The most successful businesses of the next decade will not out-click their competitors. They will out-command them.
Every hour your team spends navigating builders, stitching together bulk sends, and pivoting between dashboards is an hour not spent with customers. Ask AI Γ— WhatsApp gives you that hour back at campaign scale, and puts the full power of WhatsApp into the hands of every person on your team.
  • Move faster than your competitors.
    Go from idea to a live WhatsApp campaign in a single prompt.
  • Empower your whole team.
    Sales, support, and ops can now launch WhatsApp campaigns without template-builder training.
  • Do things that were not possible before.
    End-to-end WhatsApp campaign pipelines (filter audience, create template, send, measure) in one natural-language request.
  • Future-proof your operation.
    The shift from clicking to conversing is happening now. This puts you in front of it.
Open Ask AI. Pick a WhatsApp prompt above. Run your first AI-powered WhatsApp campaign today.
What's New
The AI Agent action now uses significantly fewer tokens per execution with no impact on output quality. Since usage is billed per token, this directly translates to lower costs and more room to scale.
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What Changed
  • Cleaner context β€” Duplicate and internal data that was being sent to the model on every turn has been stripped out. Raw database internals, redundant contact data, and unnecessary workflow metadata are no longer included.
  • Smarter tool responses β€” Tool outputs previously included dozens of irrelevant fields per record (e.g., 30+ permission fields per user). Now only relevant fields like name, email, and phone are passed to the model.
  • Conversation memory management β€” Long-running agents now automatically summarize older conversation steps while keeping recent ones in full detail, instead of sending the entire history every turn.
  • Structured output optimization β€” The final extraction step no longer duplicates the entire context, saving thousands of tokens per execution.
Results
Tested on the same workflow and contact with zero quality loss:
First LLM call: 36% token reduction
Total execution: 20% token reduction
Why This Matters
Every workflow execution is now leaner. Same output quality, fewer tokens, lower cost β€” meaning you can run more automations without increasing spend.
What's New
The AI Agent action now supports MCP connections, allowing your agent to connect to external apps and services in real time. Instead of being limited to data inside your CRM, the agent can now reach search engines, browsers, databases, APIs, and any MCP-compatible server, directly within a workflow.
Screenshot 2026-04-17 at 7
  • MCP tool connections β€” Connect any MCP compatible server as a tool for your agent, giving it real-time access to external data and services.
  • Automatic tool discovery β€” Test a connection and instantly see every tool the server offers.
  • Granular tool control β€” Enable or disable individual tools per agent.
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Screenshot 2026-04-17 at 7
How to Use
  1. Open the AI Agent node in your workflow.
  2. Click Add Tools and go to the MCP tab.
  3. Click Add Connection and configure: Connection Name, Server URL, Transport Type (HTTP Streamable or SSE), and Auth Type (None, Bearer Token, API Key, OAuth2, or Custom Header).
  4. Click Test Connection to discover available tools.
  5. Select which tools the agent can use, then save.
Screenshot 2026-04-17 at 7
Any MCP-compatible server works out of the box. Popular options include Exa (AI-powered web search), Tavily (real-time web search and page extraction), and Browserbase (full browser automation). Custom MCP servers and open-source options are also supported.
Why This Matters
  • Beyond CRM data β€” The AI Agent is no longer confined to what's stored in your account. It can pull live information from any connected external service during a workflow run.
  • Open ecosystem β€” MCP is an open standard with a growing library of prebuilt servers. You're not locked into a fixed set of integrations.
  • Extensible by design β€” Start with a prebuilt MCP server today and plug in custom or internal tools as your needs grow.
  • Granular control β€” You decide exactly which tools each agent can access, keeping workflows predictable and secure.
  • Technical Details
Transport types: HTTP Streamable, SSE
  • Auth options: None, Bearer Token, API Key, OAuth2, Custom Header
  • Tool discovery is automatic via Test Connection
  • Tool selection is configurable at the agent level
What's New
The AI Agent action inside workflows now has full visibility into a contact's entire conversation history across every channel. Before responding, the agent can read every past conversations a contact has had before replying. This makes sure agent is contextually aware of all the messages.
Channels covered: SMS, Email, WhatsApp, Instagram, Facebook Messenger, TikTok & more
4eeb9bc3af3a9c3f5c1ab682aceee5c1 (1)
Screenshot 2026-04-15 at 11
Screenshot 2026-04-17 at 11
What the agent sees for each conversation:
  • Channel where the conversation took place
  • Message bodies (last 20 per thread by default, up to 50)
  • Message direction (inbound vs. outbound)
  • Timestamps for every message
  • AI-generated summary of the full conversation for quick context
How It Works
The agent automatically uses the tool when mentioned in the system prompt or is required for achieving the goal.
It automatically pulls in contact's conversation threads and recent messages across all channels. It also pulls an AI generated summary for a high level overview if conversations are really long.The agent then responds with full awareness of every prior interaction.
Why It Matters
Previously, the agent's context started from the moment it took over a conversation. If a contact had been chatting on WhatsApp for a week, emailed twice, and DM'd on Instagram, none of that history was visible.
Now the agent picks up the way a teammate would β€” reading the full thread before jumping in. A contact who emails about a quote on Monday and follows up via Instagram on Wednesday will hear from an agent on Friday that already knows about both, references the quote, and picks up exactly where things left off.
We’ve introduced a new Location-Level Breakdown widget in the Reselling tab to give you deeper visibility into how each sub-account contributes to your revenue and profitability.
πŸ“Š What’s New
You can now view a detailed table of sub-accounts (locations) with key financial metrics, including:
  • Revenue generated per sub-account
  • Cost incurred per sub-account
  • Profit and Profit Margins
This provides a clear, side-by-side comparison of how each location is performing.
πŸ” Drill Down Into Sub-Account Performance
The widget is fully interactive, allowing you to:
  • Sort by revenue or cost to quickly identify high-impact or high-risk sub-accounts
  • Click on any sub-account to open a detailed performance view
Inside the detailed view, you can access:
  • Product-level breakdown of revenue and cost across rebilling products
  • Timeline insights to track performance trends over time (monthly view)
  • Granular profitability metrics to understand true margins
⚑ Take Action Instantly
Beyond visibility, this feature enables action:
  • Update reselling configurations directly from the detailed view
  • Adjust pricing or rebilling settings for underperforming sub-accounts
  • Quickly fix loss-making or low-margin locations without leaving the dashboard
πŸ’‘ Why This Matters
Previously, agencies lacked a unified way to analyze performance at the sub-account level, making it difficult to:
  • Identify which clients were driving revenue vs. losses
  • Detect revenue leakage due to misconfigured rebilling
  • Take timely action on underperforming accounts
With this update, you can:
  • Pinpoint high-value and low-margin sub-accounts
  • Understand profitability at a granular level
  • Act faster to optimize revenue and margins
This enhancement brings actionable, location-level insights directly into your workflowβ€”helping you manage, optimize, and scale your reselling business with confidence.
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Screenshot 2026-04-17 at 11
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Screenshot 2026-04-17 at 11
Compaction Support
AI Studio now supports a larger context window for project history, along with compaction for projects that exceed the history budget. This ensures important context is retained, improving response quality and helping mitigate LLM context window limitations.
UX Enhancements
Thinking messages are now more intuitive and context-aware. Instead of the earlier long-lasting β€œThinking…” indicator, users will see more relevant and timely feedback aligned with their actions.
Improved Context Continuity
Issues with context loss across multiple builder sessions have been resolved. Previously, context was limited to a single session, which could cause the AI to lose track once a new session started.
AI Studio now maintains a persistent, per-project context across sessions, resulting in more consistent and accurate outputs.
Clone Performance Improvements
Resolved an internal infrastructure issue that occasionally caused slow or partial cloning. The cloning process has been optimized for better speed and reliability.
Screenshot - Improved context continuity
Screenshot 2026-04-17 at 2
Screenshot - Better thinking messages
Screenshot 2026-04-17 at 2
Overview
Take control of your newsletter timing and send messages when your audience is most likely to engage.
What's New
Until now, newsletters were sent at a fixed default time β€” the same for every community. With Newsletter Time Configuration, that changes.
Admins can now choose exactly when newsletters go out, based on what works best for their members:
  • Daily β€” Set your preferred time + timezone (e.g., Daily at 8:00 AM, New York time)
  • Weekly / Bi-weekly β€” Pick day + time + timezone (e.g., Every Tuesday at 10:00 AM, London time)
  • Monthly β€” Choose date (1–27 or last day) + time + timezone (e.g., 1st of every month at 9:00 AM, IST)
No more generic schedules β€” your community, your timing.
image
image
πŸš€
Why This Matters
  • Better timing: Reach members when they are most active
  • Improved engagement: Optimized send times can increase open and click rates
  • Global readiness: Built-in timezone support for distributed communities
  • Greater control: Flexible scheduling without added complexity
🧭 Overview
We’ve improved the booking experience for Rentals to make selecting dates faster and more intuitive.
Previously, when a customer selected a
start date in a future month
, the end date picker would still open in the current month, requiring users to manually navigate again. This added unnecessary friction during booking.
With this update, the
end date picker now opens in the same month as the selected start date
.
βœ… What’s New
  • End date picker now opens in the same month as the selected start date.
  • Eliminates the need to scroll across months again when selecting the end date.
πŸ” How It Works
When a customer selects a
start date in a future month
on the booking page:
  • The
    end date
    picker will automatically
    open in that same month
    .
🎯 Why This Matters
  • Reduces friction
    in the booking flow.
  • Makes date selection faster
    and more intuitive.
  • Improves overall customer experience
    for rental bookings.
auto-scroll-end-month
What’s new?
You can now drag and move nodes directly inside the workflow canvas. This enhancement makes it easier to reorganize actions and branches without deleting steps or using the right-click move option for each node you want to move.
How it works
When you hover over a node, a 6-dot drag handle appears. Click and hold the handle, then move the node to a new position in the workflow. As you drag, the canvas shows a clear β€œMove here” indicator so you can see where the node can be dropped.
How to use it
  • Hover over a node to reveal the 6-dot drag handle.
  • Click and hold the handle, then drag the node to a new location.
  • Drop it where you see the β€œMove here” indicator.
Why we built it
Managing larger workflows can be slow when you have to move steps one by one through right click menus. Drag and drop gives you a faster, more fun and intuitive way to clean up layouts and reorganize branches as your workflow changes.
Additional Notes
  • The 6-dot drag handle is only visible when you hover over a node.
  • Moving nodes is done directly from the canvas.
  • Valid drop locations are guided by the β€œMove here” indicator.
Preview
Kapture 2026-04-17 at 00
What’s new?
You can now start a workflow whenever an inbound email is received in your mailbox. This covers cold emails from brand-new senders, warm emails from existing contacts, and, if you allow it, replies inside existing threads - so you can automate lead capture, routing, support intake, and follow-up from the moment an email arrives.
Why this matters
Every inbound email is a potential lead, support request, or deal moving forward - and now your workflows can act on it instantly. The Inbound Email trigger captures emails the moment they land, including first-touch messages from people who aren't in your CRM yet. That means sales teams can route and respond to cold inquiries automatically, support teams can assign incoming requests without manual sorting, and ops teams can kick off processes as soon as a signed document or form hits the inbox.
How it works
The trigger fires when an inbound email is received and can be narrowed with filters for mailbox, sender, CC, subject, body, attachments, and whether the message was tied to a workflow. You can also choose to run it only for new email conversations, which helps avoid retriggering on every reply in the same thread.
Available filters
  • Email Sent To / Mailbox - Matches the receiving mailbox.
  • From - Matches the sender’s email address.
  • CC - Checks copied recipients.
  • Subject - Matches the email subject line.
  • Body (plain text) - Checks the email body.
  • Has Attachments - Checks whether attachments are present.
  • Replied to Workflow - Checks whether the email came from a specific workflow.
  • Contact Tag - Filters by whether the contact has or does not have a specific tag.
Custom value picker
  • {{message_id}} - Unique message ID of the inbound email.
  • {{subject}} - Subject line of the inbound email.
  • {{body_plain}} - Plain-text body content of the email.
  • {{from.email}} - Sender’s email address.
  • {{from.name}} - Sender’s display name.
  • {{cc}} - CC recipients of the inbound email.
  • {{inboundEmail.bodyFullPlain}} - Full Body (Includes reply thread)
How to use it
  • Go to Automations > Workflows > Add Trigger and add the Inbound Email trigger.
  • Add filters based on mailbox, sender, subject, body, attachments, or workflow reply source.
  • Save the trigger, then add actions like create contact, assign, tag, notify, or reply.
Common use cases
  • Inbox routing: Check which mailbox received the email and send sales@, support@, or billing@ traffic into different workflow paths.
  • Subject-based assignment: Catch emails with subjects like β€œrefund” and route them faster.
  • Attachment intake: Trigger only when attachments are present so teams can react to forms, documents, or proofs as soon as they arrive.
  • First-touch autoresponder: Use the inbound email body in downstream actions to send a more contextual first response.
Additional notes
  • Full cold inbound capture is supported for LC Email dedicated domains and Mailgun dedicated domains. Gmail/Outlook two-way sync, shared domains, and other SMTP setups do not support full cold inbound capture.
  • This trigger is separate from Customer Replied, so both can exist at the same time. In some cases an email can match both, so filters and the reply tracking setting can help control overlap.
  • Each sub-account should use its own dedicated email subdomain. Reusing the same domain across multiple sub-accounts can lead to unpredictable inbound routing
Preview:
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