Changelog
Follow up on the latest improvements and updates.
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new
Prospecting
Send prospects directly to your pipelines
Prospecting Tool is now more tightly connected to your CRM.
You can now send new prospects directly into your sales pipelines from the Prospecting Tool — making it easier to move from discovery to deal management without manual steps.
🔍 What’s New
Add Prospects to a Pipeline Instantly
When adding a new prospect, you can now:
- Select an existing Pipeline
- Choose the correct Stage
- Automatically send the prospect into your CRM workflow
- This allows you to build and manage your sales pipeline directly from Prospecting.

🛠 Important: Use Prospecting Inside Sub-Accounts
- To send new prospects into pipelines, you must use Prospecting inside your Sub-Account.
- Pipeline and opportunity management happens at the Sub-Account level, so if you are currently in the Agency view, you’ll need to switch to the relevant Sub-Account first.
- 👉 Learn how to Access Prospecting in Sub-Account
How It Works
- Switch to your Sub-Account: Go to Marketing → Prospecting Search and select a prospect
- Click Add
- Enable Add to a pipeline
- Select your desired Pipeline and Stage
- Click Generate Report
Your prospect is immediately added to your CRM pipeline and ready for follow-up.
Opportunity Source Tracking
When a prospect is sent to a pipeline:
- An Opportunity is automatically created
- The opportunity Source is marked as “Prospecting”
- You can verify this inside the Opportunities page

This makes it easy to track which deals originated from Prospecting and measure its impact on your sales performance.
💡 Why This Matters
- Move from lead generation to deal tracking instantly
- Build your sales pipeline faster
- Keep outreach and follow-ups organized
- Measure ROI from Prospecting inside your CRM
This is the first step toward making Prospecting deeply integrated with your core CRM — so prospects you generate can be managed, nurtured, and closed in one connected workflow.
happy prospecting :)
new
improved
Documents & Contracts
Documents & Contracts: Staff Selection in Templates
What’s New?
Earlier, while creating a template, Admins could assign signature fields only to:
- Contact
- Sender
- Themselves
If you were serving a business and wanted to assign the business-side signature to a specific staff member, this was not possible.
Now, Admins can access and assign signature fields to the entire staff list directly within templates.
You can select any team member from the staff list while configuring “To be signed by”.

How to Use?
- Go to Templates and create or edit a template.
- Add a Signature or any other fillable field.
- In the right-side Properties panel, click on “To be signed by”.
- You will now see the complete staff list.
- Select the required team member and save the template.
The selected staff member will be assigned the signature role when the document is used.
Why We Built This?
- To support agencies serving multiple businesses.
- To allow assigning business-side signatories to the correct staff member.
- To remove dependency on only “Sender” or “Contact”.
- To make document workflows more flexible and scalable for teams.
This update gives Admins better control and improves multi-user document handling
new
Invoicing
Invoices, Estimates: Open in new tab
What’s New?
View/Edit Invoices in a New Tab: You can now open any invoice/estimate in a separate browser tab directly from the 3-dot menu. No more losing your place in the invoice list while editing.

How to Use?
- Go to Payments → Invoices & Estimates
- Click on the 3-dot menu beside any invoice or estimate
- Select “Edit in a new tab”
- Invoice opens in a separate tab - view/edit freely while keeping the list intact
Why We Built It?
- Helps users who manage multiple invoices at the same time
- Prevents losing filters, search, or scroll position
- Makes bulk review and editing much faster
You can now add audio and video content to your courses directly from Media Storage.
Simply import existing media into your course lessons in just a few clicks.
What’s New
Import Media from Media Storage
Course creators can now:
- Browse existing audio and video files from Media Storage
- Select and import media directly into course lessons
- Instantly reuse previously uploaded content
This enables faster content creation and a more streamlined workflow.
How to Use
Labs Access
This feature is currently available in Labs under:
"Courses: Import from Media Storage"
To enable it:
- Go to Labs
- Turn on Courses: Import from Media Storage for your location
You will then see the Import via Media Library option in the lesson creator.
- Go to Courses
- Open a course and navigate to a lesson
- Create or edit a lesson
- Click Import via Media Library
- Select your desired audio/video file
- Save and publish
- Your media will now be linked directly from Media Storage.

Why This Feature Matters
- Eliminates duplicate uploads
- Encourages media reuse across courses
- Keeps content centralized in Media Storage
- Speeds up course creation workflows
What’s Improved?
We’ve added native Manus triggers and actions to Workflows, enabling you to create, manage, and automate Manus tasks directly inside HighLevel - without relying on third-party automation tools.
This integration allows you to trigger workflows based on Manus task activity and perform task operations like creating, updating, continuing, fetching, or deleting tasks - all from within GHL.
Manus is a task-based AI system where each task:
• Starts with an initial prompt
• Processes structured AI logic
• Returns a response or output
• Can be continued with additional prompts
With this integration, HighLevel can both:
Send instructions to Manus
React to Manus task lifecycle events
Key Enhancements
Triggers (Manus → HighLevel)
These triggers initiate workflows when activity happens in Manus:
- New Task Created– Fires when a new task is created in Manus
- Task Stopped– Fires when a Manus task is stopped or completed

Important Notes:
Triggers fire only when a task is created via a workflow action
Tasks created directly inside the Manus app will not trigger workflow
Actions (HighLevel → Manus)
Manage Manus tasks directly inside workflows:
- Create Task– Create a new task in Manus
- Get Task– Retrieve details of a specific task
- Update Task– Modify task metadata or parameters
- Fetch Tasks– Retrieve a list of tasks
- Delete Task– Remove a task
- Continue a Task with a Prompt– Add a follow-up prompt to an existing task

How to Connect
From Workflow Builder
- Go to Automation → Workflows
- Add a Manus trigger or action
- Click Connect Now
- Authenticate using your Manus API key
From Integrations Page
- Go to Settings → Integrations
- Select Manus
- Click Connect
- Enter your API key
Getting Your API Key
- Navigate to Manus API Settings
- Click Create New
- Copy the generated key
- Paste it into HighLevel when prompted

Best Practice
Store the Task ID returned from “Create Task” in a custom field.
You’ll need it to:
- Get Task
- Continue Task
- Update Task
- Delete Task
This enables structured, multi-step AI workflows.
Notes
- Triggers poll every 5 minutes
- Only tasks created via workflows trigger events
- Full AI outputs and lifecycle history are available in Manus
- Manus actions and triggers are premium workflow steps
- AI usage is billed by Manus separately
- Task limits depend on your Manus subscription
Frequently Asked Questions
Where can I view the full output of a Manus task?
Full task details, prompt history, and lifecycle status are available in the Manus dashboard. HighLevel confirms task initiation and returns the Task ID
How do I retrieve task output inside HighLevel?
Use the Get Task action and reference the stored Task ID
Why might a task fail?
Common reasons include:
- Integration disconnected
- Invalid Task ID
- Task already stopped
- Missing required prompt input
- API authorization failure
Check Automation → Workflows → Execution Logs for details
Are Manus actions premium?
Yes, they follow HighLevel Premium Workflow billing rules
Does HighLevel include AI credits for Manus?
No. AI usage is billed directly by Manus, along with standard automation rates in HighLevel.
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
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🚀
2 New Website Templates Published
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Finance - 1
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1 New Email Templates Published
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Home Services - 1
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🚀
1 New Form Templates Published
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Business Coaching & Consulting - 1
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🚀
1 New Survey Templates Published
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Finance - 1
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🚀
4 New Social Templates Published
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Creative - 2
Medical - 2
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🚀
5 New Facebook Ad Templates Published
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Health & Wellness - 1
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📣
1 New Snapshot
📣------------------------------------------------------
Medical - Physical Therapy Clinic








new
improved
Automations
Workflows: Expanded Error Highlight feature
Workflow error detection now covers significantly more actions and triggers, catching misconfigurations before they impact live executions.
What's New
Expanded Validation Coverage
- Actions with error highlighting: 14 → 48
- Triggers with error highlighting: 26 → 28

Enhanced If-Else & Wait Validation
Robust validation checks now fire on save, catching configuration issues at the point of commitment rather than during execution.
Why This Matters
- Visual Indicators: Misconfigured actions are highlighted directly in the builder for immediate visibility
- Reduced Execution Failures: Issues are flagged during the build process, not during live workflow runs
- Build with Confidence: Verify workflow integrity before publishing
improved
new
Phone System
Deskphone-to-Deskphone Calling & Transfer
12th of February, 2026
Users can now transfer IVR calls from one deskphone to another deskphone. Previously, when a call came in through an IVR flow and landed on a deskphone, there was no way to hand it off to another deskphone user. That limitation is now removed.
The ability to transfer any regular (non-IVR) call from a deskphone to another deskphone continues to work as it did earlier.
How it works
During an active IVR call on your deskphone, initiate a transfer and dial your teammate's extension. The call will be routed to their deskphone directly.
----------------------
5th of January, 2026
You can now call any teammate who has a deskphone configured by dialing their extension directly. For example, if your teammate's extension is 3001, just dial 3001 from your deskphone to reach them.
Note: Extension-to-extension calling is currently supported on deskphones only. It is not yet available on the web app or mobile app. Support for those platforms is planned for a future release.
new
improved
Automations
AI Builder: Conversational Editing for If-Else & Wait Actions
AI Builder now supports editing If-Else and Wait actions directly through conversation. Previously, while these actions could be created via AI and other action types could be edited conversationally, modifying If-Else and Wait actions required manual configuration. This update delivers a fully seamless workflow building experience.
What's New
Multi-Turn Editing for Complex Actions
Edit workflow logic conversationally without switching to manual configuration. Simply describe the changes you want to make.

Wait Action Editing
- Update wait attributes including time delays, window settings, and reply conditions
- Add or remove timeout branches without disrupting existing workflow structure
- Convert between wait types (e.g., multi-branch "wait for email reply" to simple time delay, or to a conditional wait)
- Existing branch configurations remain intact when modifying attributes only

If-Else Action Editing
- Add new branches or remove existing ones while preserving remaining logic
- Update branch conditions, change AND/OR operators, or append new condition segments
- All modifications maintain existing branch nodes and downstream actions

Why This Matters
These actions involve complex branching logic with numerous permutations, making accurate interpretation of user intent particularly challenging. This update eliminates the need to exit the conversational flow when refining workflow logic—users can now create, iterate, and finalize entire workflows without leaving AI Builder.
new
Automations
Voice Dictation in AI Builder & Assistant
AI Builder & Assistant now supports voice input, allowing you to create workflows by simply speaking your requirements aloud or ask any query without the need to type.
What's New
- Voice-to-Workflow Creation – Click the mic icon and describe your workflow naturally. AI Builder transcribes your speech and generates the corresponding workflow instantly.
- Multi-Language Support – Dictate in any language. Voice recognition works across all supported languages, enabling you to speak in your preferred language.
- Streamlined Workflow Creation – Go from idea to workflow in seconds without manual typing or configuration.

How to Use
- Go to workflow builder you will see the AI builder prompt box
- Click the mic icon
- Speak your workflow idea naturally
- AI Builder transcribes and generates your workflow
- Review, refine, and launch
works with AI assistant as well.
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