Changelog

Follow up on the latest improvements and updates.

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Overview:
We've introduced a new Mixed Use Case option in the Chat Widget A2P registration flow, allowing businesses to collect separate marketing and informational consent through a single widget.
What's new:
  • A new Mixed message type is now available alongside Marketing/Promotional and Transactional/Non-Marketing in the Chat Widget flow. When selected, the campaign use case is automatically set based on account type (e.g., Low Volume Mixed for standard accounts, Sole Proprietor for sole prop accounts).
  • The generated Chat Widget automatically includes two independent consent checkboxes, each with its own locked disclosure block. End users can opt into marketing only, informational only, or both. Neither checkbox is pre-checked.
  • All consent language, STOP/HELP disclosures, and compliance fields are system-controlled and non-editable — just like the single use case widget flow.
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Screenshot 2026-04-09 at 9
Previously:
Businesses that needed to send both marketing and informational messages had no path through the Pre-Built Chat Widget flow and were forced to use the Self-Serve flow, which carries higher compliance risk and rejection rates.
Why it matters:
Mixed use case campaigns can now be registered through the same quick, streamlined Chat Widget flow — with built-in consent separation, locked disclosures, and reduced rejection risk.
We've completely redesigned the WhatsApp onboarding experience to give sub-accounts three clear paths to get started: connect an existing WhatsApp Business App with coexistence, create a new WhatsApp Business Account, or migrate from an existing Business Solution Provider (BSP) like 360Dialog, Twilio, Wati, ManyChat and others.
> If your sub-accounts are connected through another BSP today, they can now self-migrate to LeadConnector without losing a single asset. No support tickets, no downtime, no risk.
WhatsApp Business Account Setup
What's New
🔄 Migrate from an Existing BSP
  • Self-Service BSP Migration:
    Sub-accounts connected to another BSP (360Dialog, Twilio, etc.) can now migrate directly to LeadConnector using Meta's Embedded Signup flow. Previously, this required creating a brand new WABA and risking the loss of critical business assets. For example, a dental clinic using 360Dialog can now switch to HighLevel and keep their verified phone number, approved templates, and Official Business Account status intact, all without a single day of messaging downtime.
  • Full Asset Preservation:
    The migration carries over everything: your phone number, display name, quality rating, messaging limits, Official Business Account (OBA) status, and all previously approved templates. Nothing gets left behind.
  • Pre-Migration Validation:
    Before starting, the flow checks eligibility so there are no surprises mid-migration.
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📱 Redesigned Onboarding Experience
  • Three Clear Paths:
    The onboarding screen now presents three distinct options, each with tailored guidance:
-
Connect your WhatsApp
Link your existing WhatsApp Business App and continue using it on your phone while managing conversations seamlessly inside the CRM. Up to 6 months of chat history will be synced automatically. Ideal for small businesses (like a local salon or real estate agent) that already talk to customers on WhatsApp and want to bring those conversations into the CRM without disrupting their daily workflow.
-
Create a New WhatsApp Business Account:
Set up a fresh WhatsApp Business Account with a landline, a mobile number not currently on WhatsApp, or a brand new number. Great for agencies onboarding new clients who don't have an existing WhatsApp presence yet.
-
Migrate from an Existing BSP:
Seamlessly transfer your existing WhatsApp Business Account from another provider to the CRM, preserving your phone number, quality rating, templates, and OBA status.
  • In-App Guidance:
    Each path includes prerequisites, things to keep in mind, and links to help documentation before you begin.
📞 555 Business Phone Numbers
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  • Claim a Free US Business Number:
    Eligible sub-accounts can now claim up to two 555 business phone numbers during onboarding. These are real US numbers (+1 country code, 555 area code) that work like standard business phone numbers, with full pricing rules and quality ratings. This is a game-changer for agencies managing multiple client accounts: spin up a new WhatsApp-enabled sub-account in minutes without needing to buy or port a phone number.
  • Instant Verification:
    555 numbers are verified automatically, so there's no need for a phone call or SMS verification step. Perfect for businesses that want to get started immediately without using a personal or landline number.
  • Things to Know:
    555 numbers cannot be migrated to another WhatsApp Business Account or used outside the WhatsApp Business Platform. Display names must be approved before sending messages.
How to Get Started
  1. In the sub-account, go to
    Settings → WhatsApp
    .
  2. Choose the path that fits your situation:
Option A: Connect your WhatsApp
  • Verify your phone number's country code is not on the restricted list. If it is, use Option B instead.
  • Confirm your phone number is added to your Meta Business Manager account.
  • Make sure you're already using the WhatsApp Business App on your phone.
  • Click
    Connect with Facebook
    and follow the instructions to link your account.
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Option B: Create a New WhatsApp Business Account
  • If using a personal phone number, delete it from personal WhatsApp first (WhatsApp → Settings → Delete my account).
  • Note: existing chat history won't transfer. Back up your chats before proceeding.
  • If eligible, you'll see the option to claim a
    555 business phone number
    during the phone number addition step.
  • Click
    Connect with Facebook
    and follow the instructions to create and configure your new account.
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Option C: Migrate from an Existing BSP
  • Turn off two-step verification: go to WhatsApp Manager → Phone Numbers → Select your number → Two-step verification → Turn off.
  • Confirm your business is verified in Meta Business Manager → Business Verification.
  • Confirm your phone number display name is approved: WhatsApp Manager → Phone Numbers → Select your number → Profile → Check display name shows "Approved."
  • Click
    Connect with Facebook
    and follow the Embedded Signup flow to complete the migration.
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Why This Matters
Businesses today are stuck in one of three situations: they're on another BSP and afraid to lose their WhatsApp assets by switching, they're already using WhatsApp on their phone but can't bring those conversations into a CRM, or they want to get started with WhatsApp but don't have a dedicated business number. This update solves all three.
  • Migrate from any BSP without losing your phone number, display name, quality rating, templates, or OBA status
  • Reduce onboarding time from days (with manual porting) to minutes (with self-serve Embedded Signup)
  • Sync up to 6 months of chat history when connecting via coexistence
  • Get started instantly with a 555 number if you don't have a dedicated business phone number yet
  • Eliminate support tickets related to BSP migration, number porting, and asset loss
Your sub-accounts no longer have to choose between their existing WhatsApp assets and HighLevel. They can have both.
Resources
We’ve introduced a refreshed Courses Settings UI with a significantly improved experience, making it easier to discover features and manage settings efficiently.
✨ What’s New
  • Redesigned UI
    for a more modern and consistent experience
  • Custom domain setup
    for seamless and intuitive configuration
  • Image cropping support
    for brand logo & favicon
  • Faster loading performance
    across the settings application
  • Enhanced form experience
    with better validations and usability
  • Clearer navigation feedback
    when accessing Client Portal settings
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🧪 Available in Labs
This feature is currently live in Labs.
To enable it:
  1. Go to Labs from your account
  2. Find New Course Settings UI
  3. Toggle it on to start using the new experience
Give it a try and let us know your feedback!
What’s new?
We’ve upgraded the field picker in both the Custom Value Picker and If/Else action. Search now returns fields from inside nested folders, navigation across folders and subfolders is easier, and the field list is better organized for a cleaner, more consistent selection experience.
Improvements
  • Nested field search
    - Find fields inside folders and subfolders without opening each one first.
  • Easier navigation
    - Move through nested folders more smoothly.
  • Cleaner organization
    - Fields are grouped more clearly, making them easier to scan.
  • Better readability
    - Long field names now show tooltips, making it easier to read full values without cluttering the picker.
  • Consistent experience
    - The picker now feels the same across If/Else and Custom Value Picker options across the platform
How it works
When you search for a field, matching results can now appear even if that field lives inside a folder or subfolder. The picker also uses a more consistent dropdown pattern across workflows, so finding and selecting fields feels the same in Custom Values and If/Else.
How to use it
  • Open the field picker in Custom Values or an If/Else branch filter.
  • Type the field name in search.
  • Select the matching field directly from the results, including fields stored inside nested folders.
Why we built it
Previously, finding the right fields in automations took more effort than it should have. Users had to manually open folders and return to the search box to find nested fields, which slowed setup and made some available fields easy to overlook.
Additional Notes
  • Search now shows matching field names from inside folders and subfolders.
  • Only enabled folders appear in search results. Once you clear the required dependencies, the available fields would show up.
  • The updated picker experience is aligned across If/Else and Custom Value Picker.
  • Users will only see fields and folders that are available and enabled in that context.
Preview
Kapture 2026-04-09 at 19
Kapture 2026-04-09 at 20
This update introduces a significant upgrade to the agent-tasking workflow, transforming task management from implicit bookkeeping to explicit workflow primitive. The core advantage is a reliable, flexible, UI-friendly system for managing multi-step agent tasks, along with improved planning and context awareness.
Main Advantage
Previous Challenges
Tasks were managed using numeric indices, which were fragile and prone to errors.
Task transitions inferred, leading to potential mismatches and inefficiencies.
UI representation was limited with static labels and ambiguous statuses.
New Flow with Todo Manager
Introduced todo to handle task creation, transition and addition explicitly.
Replaced numeric task indexing with label-based transitions for clarity and accuracy.
Enhanced UI with dynamic status for active and completed tasks.
Improved planning and context awareness, allowing the model to better understand task sequences and dependencies.
UI/UX Improvements
Added descriptive labels for tasks, improving frontend progress display.
Maintained backward compatibility for existing UI while enabling richer labels- Technical
Enhancements
Centralized task management in a meta-tool, reducing prompt/tool overhead. Tool schemas for more structured outputs.
Updated system prompts to align with the new workflow, ensuring better agent behavior.
Enhanced context awareness, providing AI models with richer task-related information for higher-quality results.
Concrete Benefits
More Reliable Progress Tracking: Explicit task transitions enhance dependability in multi-step jobs. Allows for dynamic task addition and accurate status updates. -Enhanced UI/UX:** Provides clearer progress states with human-readable labels.
Reduced Overhead: Streamlined architecture and schema handling lower resource usage and error rates.
Better Planning and Context Awareness: Enhances the model's ability to understand task sequences and dependencies, leading to more efficient execution.
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CleanShot 2026-04-08 at 21
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We've added two in context safeguards to the Contact Tag trigger to prevent the most common configuration mistakes and protect users from unexpected workflow behavior.
What's New
Retroactive Enrollment Info Banner
When a tag is added to the Contact Tag trigger, a subtle info banner now surfaces to clarify that the trigger only applies to tags added after the workflow is published. The banner links directly to the retroactive enrollment guide, where users can follow the steps to bulk import existing tagged contacts into the workflow.
No Filters Warning
If a user attempts to save the Contact Tag trigger without configuring any filters, a warning now surfaces explaining that the workflow will trigger for every tag added or removed across all Contacts, which may cause unexpected behavior. The warning offers two clear paths forward:
  • Add Filter (primary CTA) — returns the user to filter configuration
  • Save without filters — preserves the option for advanced use cases
How It Works
Retroactive Enrollment Info Banner
  • Appears when a tag is added inside the Contact Tag trigger filters
  • Includes a link to the retroactive enrollment support article
  • Dismissible via the close icon. Once dismissed, it will not appear again for that user
  • If not dismissed, it follows a frequency cap of 3, after which it stops appearing automatically
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No Filters Warning
  • Triggered when the user attempts to save the Contact Tag trigger with zero filters configured
  • The Add Filter CTA returns the user to filter configuration
  • The Save without filters CTA preserves the option for advanced use cases
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Why This Matters
  • Reduces confusion around post-publish trigger behavior by setting clear expectations upfront
  • Prevents accidental workflow runs across the entire contact base
  • Surfaces the retroactive enrollment path right where users need it, instead of leaving it buried in documentation
  • Keeps power users unblocked by making every guardrail dismissible or overrideable
You can now view, edit, and manage your website’s code right inside the builder. No switching tools. No extra steps. Just fast, real-time updates.
What’s New
Built-in Code Editor
CodeMirror-powered editor with support for TypeScript, JSX, CSS, JSON, and more. Tabs, keyboard shortcuts, and unsaved-change indicators included.
Find & Replace
Cmd/Ctrl + F for fast, VS Code-style search with case-sensitive and whole-word options.
Global Project Search
Search your entire project, jump to results instantly with highlighted matches and line numbers.
Instant Save & Live Preview
Save and see changes live in seconds, no deploy step needed.
Smart Error Detection
Errors show up immediately. Click “Try to fix” and let AI handle it.
Automatic Route Detection
New routes in code? They appear automatically in the route selector.
Version History
Every edit is saved. Preview, bookmark, or roll back anytime.
Unsaved Changes Protection
Get warned before leaving unsaved code changed, no lost work.
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new

improved

Automations

Drip Action: Major Upgrades

The Drip action has been upgraded with a set of transparency and reliability improvements, giving users full visibility into how their drip schedules will run and ensuring pacing is preserved across workflow state changes.
What's New
Drip Preview
A live schedule preview is now available inside the Drip action during configuration. Users can see exactly when each batch is projected to run before publishing.
  • Batch table displaying batch number and scheduled send time, with up to 10 batches previewed
  • Inline warning surfaced when a Workflow Time Window is active, so schedule conflicts are caught before publishing: "Workflow time window (8 AM - 7 PM, Mon-Tue-Wed-Thu-Fri) is shifting some batches to the next available slot." The time window is a clickable link that opens the relevant setting directly.
  • The preview is shown during first-time setup and is hidden when contacts are already queued in the drip, keeping the editing view clean
ezgif
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Action Statistics, Batch Schedule & Insights
The statistics icon on the Drip action has been redesigned as a proper, discoverable button. Clicking it opens a detailed view of everything happening inside the drip.
  • Summary cards showing contacts currently in the drip, next batch details, and ETAs
  • Full batch schedule table with every batch, its scheduled send time, and any active constraints affecting timing
  • Time Window setting surfaced directly inside this view, with a redirection link to jump into the setting without leaving the screen
  • Status column, pagination, and existing capabilities (move to next step, delete, contact hyperlink) consolidated in one place
  • When drip settings are edited on a workflow with contacts already queued, a clear note clarifies that updated settings will apply only to new contacts entering the workflow
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Batch Size Change Warning
When batch size is updated on a previously published workflow with contacts already queued, a soft blue informational note is shown:
"Note: Contacts already queued in this drip will use the previous batch size. New contacts will use the updated batch size."
This appears only when the workflow has been published at least once and contacts are actually present in the Drip action, keeping the message relevant and non-intrusive.
Auto-Pause on Draft, Auto-Resume on Publish
When a workflow moves from Published to Draft with contacts queued in a Drip action, those contacts are now paused for the full duration the workflow remains in Draft. Once republished, the drip resumes from where it left off instead of bursting all queued contacts out at once, preserving the original pacing and protecting sender reputation.
Drip Narration on Hover
A tooltip now appears on hover of the Drip action (similar to the Wait step), allowing users to read the full configuration without opening the action. Examples:
  • "Batches of 100 contacts, every 5 minutes"
  • "Batches of 1.5K contacts, every 30 minutes"
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Updated Field Tooltips Inside the Drip Action
Tooltips on the individual fields inside the Drip action have been refreshed with clearer descriptions and examples, so users can understand what each field does directly in context.
Why This Matters
Drip schedules previously behaved in ways users couldn't easily explain, driven by three recurring gaps: 1)Active Workflow Time Windows silently shifting batch times
2)Mid-run setting changes applying only to new contacts without clear indication.
3)Workflows toggling between Published and Draft causing queued contacts to burst out all at once.
This release closes those gaps by surfacing constraints directly in the product, preserving drip pacing across publish state changes, and delivering reduction in guesswork around drip scheduling.
Good to Know
  • The schedule preview shows a maximum of 10 batches; if fewer exist, all are shown
  • The preview is hidden while editing a Drip action that already has contacts in it
  • The batch size warning only appears on workflows that have been published at least once and currently hold contacts in the drip
  • The "settings apply to new contacts only" note is shown only when drip settings are edited on a workflow with contacts already queued
We’re excited to introduce Nested Folders, a powerful new way to organize your assets across Campaigns, Templates, and Sequences.
What’s New
You can now create subfolders within folders, allowing for a more structured and scalable organization system. Whether you're managing multiple clients, campaigns, or content types, nested folders make it easier to keep everything neatly arranged.
🔐
Key Benefits
  • Improved Organization – Group related assets into hierarchical folder structures
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  • Better Navigation – Quickly locate campaigns, templates, or sequences without clutter
  • Scalable Structure – Ideal for agencies and teams managing large volumes of assets
  • Consistent Workflow – Apply the same folder logic across Campaigns, Templates, and Sequences
🎯
How It Works
  • Create a folder as usual
  • Click on New Folder inside a folder view
  • Move items to the nested folder
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  • The folder path would confirm the nesting/ structure
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💡
Note:
This release supports more than 5 layers of nesting as well for better organisation.
Earlier this month, we rolled out contact page customization to a select group of 100 customers in private beta (March 30th). The response? Extremely positive — with zero bugs reported and valuable feedback from users who had been asking for more flexibility in how their contact data is structured and viewed.
Based on the feedback and the customer calls we did for the new contact UI, it became clear that enabling customization directly solves a key customer problem. Building on this momentum, we’re excited to announce that
contact page customization is now available in labs for all users starting Apr 08!
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What’s new?
  • Fully customizable contact detail page layouts for users and admins
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  • Ability to create up to 5 different views per sub-account
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  • Assign views to specific users or entire groups (Agency Admins, Agency Users, Account Admins, Account Users)
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  • Choose between 2-panel or 3-panel layouts
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  • Configure modules as tabs or dropdowns
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  • Reorder/Drag and drop modules across panels
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  • Enhanced contact card with key information like email, phone number, and address
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  • Any module can be placed between All fields and Actions tab
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  • Show/hide custom fields and folders based on need and relevance for the users
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How It works
  • Enable contact page customization from labs
  • Contacts -> Settings -> Customize contact detail view
  • Create and configure custom view
  • Design layouts by rearranging modules, choosing panel structures, and selecting display formats (tabs/dropdowns)
  • Customize visibility of custom fields and folders
  • Assign views to individual users or entire user groups
  • Users will automatically see the layout assigned to them when accessing contacts
Why does it matter?
Previously, all users had to work with a single, fixed layout — regardless of their role or workflow. With this update, you can now:
  • Tailor the
    contact experience based on roles and responsibilities
  • Surface the
    most important information front and center
  • Reduce clutter
    by hiding non-essential fields
  • Improve team productivity
    with layouts designed for how they actually work
What’s next?
  • Snapshots for custom views
  • Manage which users and admins can create custom views
  • Panel resizing
  • Any module can appear multiple times on the page
  • Module renaming
  • Renaming 'Actions' and 'All fields' tab
  • Allowing tags to be a stand-alone card which can be moved in any of the panels
This is just the beginning of making your CRM truly adaptable to your business.
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