Changelog

Follow up on the latest improvements and updates.

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Overview:
Hosting events just got a major upgrade.
  • You can now run live sessions directly from Communities Events using our built-in Live Room, or continue using tools like Zoom, Google Meet, or any custom link — all in one place.
What’s New
You can now host events directly inside Communities with a new Live Room option.
  1. Live Room (
    New
    ) → Run your event using our built-in live experience
  2. Zoom → Add your Zoom meeting link
  3. Meet → Add your Google Meet link
  4. Other → Add any custom meeting link
Creating an event now automatically sets up your meeting:
  • Add a Live Room while creating the event
  • Share the event — your meeting is ready
  • Similar to how meeting links are added in calendar tools
Attendees now get a smoother experience:
  • Join directly from the event
  • No confusion about links or platforms
  • Consistent experience across all events
Attendees can join event from mobile directly
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What’s new?
We’ve improved the Add Task workflow action so you can set due dates with much more flexibility. You can now configure task due dates using days, weeks, months, or years, add a specific due time, see a live preview of the evaluated due date, and create task descriptions with rich text formatting.
How it works
In the Add Task action, the due date is now configured through a Due In input with a numeric value and time unit. You can optionally set a specific time, and the action shows a live preview of what the final due date and time would be if the workflow ran right now. Task descriptions now support rich text and keep their formatting when saved and displayed in Tasks.
How to use it
  • In Add Task, enter a value in Due In and choose days, weeks, months, or years.
  • Optionally select a due time and enable Exclude Weekends if needed.
  • Add a rich text description, then review the live due date preview before saving.
Why we built it
Earlier the task action was limited with due dates to a very short window, which made it hard to plan follow-up work beyond 5 days or assign tasks for a specific time of day. This update gives you more control over long-term task planning and helps you create clearer, more detailed tasks directly from workflows.
Simple use case
  • A real estate team can create a task due in 2 weeks at 10:30 AM for a follow-up call after a property tour.
Additional Notes
  • Existing workflows that use the current day-based due date setup continue to work the same way.
  • If Exclude Weekends is enabled, weekends are skipped when calculating the due date, and the live preview uses the same logic as final task creation.
  • Rich text formatting is preserved when the task is saved and displayed across task surfaces.
Preview
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Kapture 2026-04-08 at 19
Overview
You can now receive notifications for new messages in conversations you follow, ensuring you never miss important updates.
👀
What’s New?
  • New Notification for Followers:
    A new notification setting has been added: “Notify for new messages on conversations where I am a follower”
  • Default Notification Behavior:
    In-app notifications are enabled by default for followers. Email and SMS notifications can be enabled based on user preference.
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Why it Matters:
Previously, only conversation owners could receive notifications for new messages. Followers had to manually check conversations, which could lead to missed updates. With this update, followers can stay informed in real time, improving response efficiency.
What's New
We've launched the AI Agent action in Workflow AI, bringing autonomous reasoning and decision-making into workflows. Until now, workflows were purely deterministic , every decision had to be pre defined as a branch, every condition anticipated, every field manually mapped.
The AI Agent changes that. Describe your goal, give the agent access to tools, and it plans the sequence, decides the inputs, handles edge cases, and executes all within a single workflow step.
Screenshot 2026-04-08 at 2
Screenshot 2026-04-08 at 2
Key Capabilities
Full CRM Awareness
The agent automatically searches and pulls context from across the entire CRM — contact details, pipeline data, calendar availability, opportunity history, and custom fields. No manual variable mapping or lookup steps required.
Natural Language Instructions
Skip rigid dropdowns and field-by-field configuration. Write instructions in your own words — say "assign the deal to Sarah" and the agent resolves "Sarah" to the actual CRM user. Reference "the Enterprise pipeline" and it identifies the correct one. Instructions can range from a quick paragraph to a detailed multi-page playbook.
Enhance Prompt
Write rough, casual instructions and click Enhance Prompt. The AI restructures your input into a well-organized prompt with numbered steps, edge case handling, and messaging guidelines — turning a one line note into a production ready prompt.
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Ready to Use Templates
Pre built agent configurations for the highest-impact use cases, each prefilled with instructions and tools. One click to add the required trigger, one click to apply, and everything remains fully editable:
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  • Form Lead Follow Up:
    Qualify and book appointments from form submissions
  • No Show Appointment Recovery:
    Send personalized SMS and email with a rebooking link
  • Facebook Lead Nurturing
    : Engage inbound Facebook leads with personalized outreach
  • Stale Deal Nudge Agent
    : Re-engage stale pipeline opportunities with context-aware messaging
  • Lead Research & Enrichment:
    Research and enrich new contacts automatically
  • Call Transcript Summary & Action Items
    : Summarize calls, extract action items, and notify your team
  • Instagram / Facebook Comment to DM:
    Send personalized DMs based on comment context
  • Lead Pipeline Tracker:
    Track leads through stages with periodic check-ins, powered by Conversation Memory
  • New Appointment: Enrich & Confirm
    : Enrich contacts, confirm new appointments, and generate pre-meeting briefs for reps.
  • Quiz Lead Scoring & Routing
    : Segment quiz leads into hot, warm, or cold tiers and notify the team internally.
  • Task Creation from Won Deals
    : Auto-create fulfillment and onboarding tasks in ClickUp or Asana when deals are won.
Per Tool Control
Each tool includes a Let AI decide all field values toggle. Turn it on for full autonomy at runtime, or turn it off to lock specific fields (e.g., always assign to a particular user) while letting the agent decide the rest. Individual fields can also be toggled independently, giving you a full spectrum from fully autonomous to semi-autonomous configurations.
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Conversation Memory
When enabled, the agent retains a rolling summary of past executions for the same contact. A lead pipeline tracker, for example, remembers what it sent last week and adjusts its messaging accordingly — evolving from a one-shot decision maker into an ongoing relationship manager.
Structured Output
The agent can return results as Text or JSON with a user-defined schema (String, Number, Boolean properties). Output feeds directly into If/Else branches, field updates, or downstream workflow steps. For example, the agent can qualify a lead and return {"qualified": true, "score": 85} for the workflow to branch on.
Full Execution Transparency
Every run produces a detailed trace in Execution Logs showing every LLM reasoning step, every tool call (with exact inputs and outputs), timestamps, token counts, and success/failure status. Toggle between table view and raw JSON to make prompt refinement a tight feedback loop.
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Multiple Model Options
Choose between GPT-5.2 (Low/Medium/High thinking), GPT-5.1 (Low/Medium/High thinking), and GPT-5 Nano (Fastest). GPT-5.2 Low thinking is the recommended default for most use cases.
How to Use
  1. Open your workflow and click + Add Action.
  2. Search for "Agent" or scroll to the Workflow AI category.
  3. Select AI Agent.
  4. Choose a template or select Build Your Own to start from scratch.
  5. Write your instructions describing what the agent should do.
  6. Add the tools the agent can use (up to 10 per agent).
  7. Configure advanced options such as Conversation Memory and Output Format as needed.
  8. Save and publish.
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Pricing
AI Agent pricing is transparent and usage-based. Each execution costs:
  • LLM tokens: Total tokens consumed across all the agent's reasoning and tool calls, multiplied by the rate of the selected model. Lighter models like GPT-5 Nano cost less per token, higher-reasoning models like GPT-5.2 High thinking cost more. This falls under External AI models pricing rate.
  • Premium tool executions: If the agent uses premium app integrations like ClickUp, Airtable, or Notion, those are charged at the same per-execution rate they already have as standalone workflow actions.
Standard CRM tools (Send SMS, Update Contact, Add Tag, etc.) don't add any premium charge.
Why This Matters
The AI Agent transforms Workflows from a deterministic automation platform into one where a true CRM agent can evaluate context, make judgment calls, and execute actions on its own — all within the workflow system you already know. Instead of mapping every branch and condition by hand, you describe the outcome you want and let the agent handle the reasoning, freeing you to build smarter automations in a fraction of the time.
What’s New?
We’ve enhanced the packing slip to include Order Notes and SKU (Stock Keeping Unit), bringing it closer to other Ecommerce platform-like standards and improving fulfillment clarity for merchants.
These additions were highly requested by customers to streamline order processing.
  1. Order Notes Section
  • A new Order Notes section is now added at the top of the packing slip above the items list
  • Displays notes entered by customers during checkout
  • If no notes are provided, the section will either be hidden
  1. SKU in Line Items
  • Each product in the packing slip now includes its SKU
  • Displayed within the line items table alongside: Product Name, Quantity, SKU (new)
  • SKU values are directly mapped from product configuration
How It Works
  • When a customer adds notes during checkout, they will automatically appear in the packing slip
  • Each product’s SKU is fetched from its setup and displayed for easy identification during fulfillment
  • The packing slip layout adjusts dynamically to support both single and multiple product orders
Key Points to Note
  • Ensures better communication of customer instructions to fulfillment teams
  • Fully compatible with existing packing slips
Images:
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You can now search, add, and generate full marketing audit reports (including heatmaps) for Service Area Businesses (SABs) — unlocking prospecting for businesses without a storefront.
What’s New
1. Search & discover Service Area Businesses (SABs)
  • You can now search SAB prospects directly in the Prospecting Tool
  • For any keyword search, your prospecting tool will start surfacing SAB prospects in search results like any other, no learning curve!
  • Powered by a new search approach (beyond Google’s standard API) to surface businesses that previously couldn’t be found
  • Supports businesses that operate without a physical storefront
2. Add & audit SAB Prospects
  • SAB prospects can now be added seamlessly, even without a visible address
  • You can generate full Marketing Audit Reports for them — just like any other business
3. Accurate GBP scoring for SABs
  • We’ve ensured how audits evaluate businesses without a storefront.
  • The Business Address parameter is now excluded for SABs
  • In the GBP Address section, you’ll see:
  • Not applicable (service-based business)”
  • No misleading red/green indicators
  • Updated scoring note: “Scores are adjusted based on business type. Businesses without a storefront aren’t evaluated on ‘Business address’.”
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4. Heatmaps now work for SABs
  • Removed previous restrictions that blocked heatmap generation for service-based businesses when added via manual virtual add flow
  • You can now generate Local SEO Heatmaps for SABs
Why this matters
  • Unlocks a massive segment of businesses (plumbers, HVAC, cleaning services, consultants, etc.)
  • No longer blocked by missing addresses or Google API limitations
  • Enables accurate audits and scoring for real-world business types
What this Fixes
Previously:
  • SABs were often not searchable, required manual entry
  • Address-based logic caused incorrect scoring
  • Heatmaps were not supported for SABs
  • Many valid prospects were simply missed in Prospect search
Now:
  • SABs are fully supported inside prospecting search and marketing audit aware
  • Expands prospecting from storefront-based businesses to true local service markets
Problem Statement
When AI generates schema markup, the form view only renders fields it has UI definitions for — any unsupported fields are silently dropped. Users see an incomplete schema with no indication that fields are missing or how to access them.
What We Did
Added a contextual warning banner in the form view that appears when a schema contains fields the form view can't render.
Warning appears per schema, only when unmapped fields exist
  • "View details" expands to show the exact field names (with dot notation for nested fields, e.g., estimatedCost.value)
  • Shows first 5 fields with a "+X more" indicator if the list is long
  • Includes a clickable "JSON view" link to switch directly to full editing
  • Warning dynamically recalculates — if fields get mapped in future updates or the user removes them, the banner disappears automatically
Modules Impacted
  • Website/Funnel builder
Benefits
  • Transparency: Users now know exactly which fields exist but aren't visible in form view
  • Guidance: Clear direction to switch to JSON view for full editing
  • No disruption: Fully mapped schemas are completely unaffected
How to Use
  • Add schema using AI or JSON script & load form view
  • If unmapped fields exist, an amber warning banner appears below the schema type
  • Click "View details" to see which fields are missing from form view
  • Click "JSON view" in the banner to switch and edit all fields
Screenshot 2026-04-08 at 2
Screenshot 2026-04-08 at 2
We have introduced usability improvements in Conversations new interface to reduce friction in everyday workflows. These changes specifically address challenges in bulk actions and internal comments, helping users move faster.
👀
What’s New?
1. Bulk Select Flow Improvement
  • Earlier, bulk actions appeared on the center panel, covering the chat history. This prevented users from reviewing conversations before selecting them. Additionally, clicking anywhere outside the checkbox would clear the entire selection, causing frustration and repeated effort.
  • Now, bulk actions are moved to the top, allowing you to view conversations and select them at the same time. Selections are retained even if you click elsewhere on the card. Clicking on a chat card opens the conversation without losing your selection, while clicking the checkbox adds/removes it from the selection, giving you a much smoother and more reliable flow.
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2. Internal Comment - Faster Access
  • Previously, adding an internal comment required users to open the channel selector, scroll to find “Internal Comment”, add the comment, and then switch back to the original channel, making it slow and interruptive during active conversations.
  • Now, Internal Comment is available directly within the composer in a single click. You can instantly switch between replying to a customer and leaving an internal comment, making collaboration much faster and more seamless.
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⭐What’s new
We didn’t just simplify approvals, we removed the need for logins entirely. ✨
The new External Approval Flow in Social Planner lets you share posts with clients and stakeholders using secure magic links, so they can review, approve, or request changes without ever accessing HighLevel.
No more screenshots, emails, or back-and-forth. Just faster, cleaner collaboration.
🚀 What’s new
  • Magic Link-Based Approvals
  • Generate a secure, shareable link for one or multiple posts.
  • No login required, just send it via email, WhatsApp, Slack, or anywhere your team works.
  • Approve, Reject & Reschedule (Even in Bulk)
Approvers can:
  • Approve or reject posts with notes
  • Reschedule posts
  • Use bulk actions like Approve All / Reject All
  • All updates sync instantly back to Social Planner.
Rich Post Preview for Better Decisions
  • Approvers see everything they need before taking action:
  • Post preview (image/video + caption)
  • Scheduled time
  • Platform details
  • Creator notes
Secure, Password-Protected Access
Each link is protected with an auto-generated password and expires after 30 days keeping approvals safe and controlled.
Manage All Links in One Place
Track and control every approval link from a new Manage Links section:
  • View status (Active, Expired, Revoked)
  • Regenerate or revoke access
  • Extend validity
Smart Expiry & Recovery Flow
Expired link? No problem.
Approvers can request a new one, and creators can regenerate links instantly with clear system guidance.
👷 How to use this feature
Go to Marketing → Social Planner
Select approver from whom the approval is required from the drop down
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Click Generate Approval Link
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Auto Generate password or generate custom password
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Share the link with your client or stakeholder
They review and take action via the link
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Add notes while approving or rejecting the post
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Creator of the post can see the notes and details inside social planner
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User can go to settings>> Manage links and manage link settings
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📝 Note
  • Approval links are valid for 30 days
  • Links can be regenerated or revoked anytime
  • Actions are restricted once a post is published
  • Only users with required permissions can generate approval links

new

Mobile App

Ask AI

The new Ask AI on Mobile

We didn't just port a feature — we brought a full AI workspace to your pocket. ✨ The all new Ask AI is now available on the HighLevel, LeadConnector, and Whitelabelled Mobile Apps, giving you the power to take actions, create content, get HighLevel support, and get things done — anytime, anywhere, without leaving the app.
🚀 What's new
  • 500+ Marketplace Actions in your pocket: Trigger your entire stack from a single conversation. Add leads to sequences, book appointments, pull transactions, update pipeline stages — all from mobile.
  • Content + Image Generation on the go: Brief Ask AI like a team member and get blog drafts, on-brand visuals, and ready-to-post content — right from your phone.
  • Built-In HighLevel Support: Stuck on something mid-workflow? Ask AI knows HighLevel inside out and gets you unblocked instantly — no tickets, no waiting, no leaving the app.
  • Full-Screen AI Workspace: Not a tucked-away chatbot. A full-screen mobile experience built for real work and real volume.
  • Rhythmic Streaming: Responses stream in a natural, paced rhythm — easy to follow as your work happens in real time.
👷 How to use this feature
  1. Open the HighLevel Mobile App and navigate to the App Drawer. Alternatively, use the AI floating action button on your homepage
  2. Tap Ask AI to open the full-screen workspace.
  3. Type your request that you want Ask AI to process. (Hint: Use this prompt - Hey Ask AI, what actions can you perform today?)
  4. Ask AI will respond, take action, or guide you through the next step in real time.
📝 Note
: Ask AI on the mobile app is currently available to Agency Admins only. Support for Agency Users, Subaccount Admins & Users will roll out in the coming weeks.
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