Changelog

Follow up on the latest improvements and updates.

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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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1 New Website Templates Published
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Creative - 1
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1 New Email Templates Published
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Restaurant and Bar - 1
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1 New Form Templates Published
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Beauty & Fashion - 1
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5 New Facebook Ad Templates Published
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Restaurant and Bar - Catering Services
Travel & Hospitality - Hotel
Automotive - Car Towing
Real Estate - Title Insurance Representative
Beauty & Fashion - Clothing Boutique
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5 New Google Ad Templates Published
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Beauty & Fashion - Jewelry Retail Store
Automotive - Brake and Muffler Depot
Travel & Hospitality - Excursion Guide
Restaurant & Bar - Doughnut Shop
Real Estate - Loan Officer
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5 New LinkedIn Ad Templates Published
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Marketing Agency - Social Media Influencer
Real Estate - Mortgage Lender
Creative - Event Planner
Finance - Banking & Payment
Insurance - Health Insurance
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1 New Snapshot
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Health & Wellness - Wellness Retreat
Banking & Payment
Brake and Muffler Depot
Car Towing
Catering Services
Clothing Boutique
Donut Store - Form
Doughnut Shop
Event Planner
Excursion Guide
Health Insurance
Hotel
Jewelry Retail Store
Loan Officer
Mortgage Lender
Social Media Influencer
Stocks Trading Coach - Email
Tattoo Shop - Website
Title Insurance Representative
Wellness Retreat - Snapshot
What's New
Call Transcript Tool (Built-in)
The AI Agent action now includes a built-in Call Transcript tool that gives the agent access to a contact's call history. The tool works internally with no configuration required,
simply reference call transcripts in your agent prompt (e.g., "Use this contact's call transcripts to summarize their concerns")
and the agent retrieves and uses them automatically.
This builds on the previously released
conversation history tool
The agent now has access to both past chat conversations and call transcripts, providing a more complete view of every contact interaction.
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Feedback Flow in Execution Logs
You can now submit structured feedback on every AI Agent run directly from the execution logs. Flag what went wrong, note what worked well, and share specifics for each run. All feedback is used to improve the AI Agent's accuracy, evaluation quality, and goal alignment over time.
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Screenshot 2026-05-01 at 11
Screenshot 2026-05-01 at 11
Bug Fixes and Stability Improvements
Resolved few bugs across the AI Agent action to improve reliability and overall experience.
Why This Matters
The Call Transcript tool makes the AI Agent significantly more context-aware. Instead of operating only on chat history or static contact fields, it can now factor in voice interactions, making its decisions, responses, and actions more grounded in real customer context. The feedback flow closes the gap between what the agent does and what you expect, enabling faster iteration and fewer deviations.
What's New
The AI Builder in workflows has been completely rebuilt from the ground up. The new version replaces the previous experience with a transparent, streaming, context aware copilot that shows you exactly what it's doing at every step. A new extensible architecture under the hood means every future capability ships faster and compounds on what's already live. Expect some really cool updates in coming weeks.
Live Streaming UI
Every build, edit, and query now streams results in real time with a step-by-step progress card. You can see exactly how your request is being processed — whether the AI is asking clarifying questions, searching for actions and triggers, creating the schema, placing it into the workflow, or validating the result.
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Compound Requests in a Single Turn
Ask for multiple changes at once (e.g., "rename, add a 24h wait, turn off re-entry") and the AI executes them all in one go. No need to submit one request at a time.
Conversational Memory
The AI retains full session context. Say "actually make that 48 hours" and it knows exactly what you're referring to, no need to repeat yourself after every message.
Start fresh from the same canvas
If you trigger a build on a canvas that already has a workflow, the AI asks whether to start fresh or edit what's there. Earlier you would need to create a new workflow manually to start a new AI workflow creation.
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Context Aware Empty States
The AI sidebar adapts to where you are. A blank canvas shows build-from-scratch prompts. An existing workflow shows "Make it / Fix it" suggestions based on your current flow. Chat mode surfaces knowledge prompts — one click to go.
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Screenshot 2026-04-30 at 10
Screenshot 2026-04-30 at 10
Chat to Build in One Click
Ask a build question in Chat Mode and a "Continue in Build Mode" button appears, switching modes and auto-submitting your request instantly.
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Session Continuity Across Panel Close
Close the sidebar, keep working, reopen it, and your full chat history and progress are right where you left them.
Learn Mode 2.0
Answers stream in real time with related follow-up questions surfaced at the end of every response, powered by a dedicated knowledge base search tool.
White Label Safe
The AI never references the platform by name in any output. This is enforced at the architecture level, not just filtered in responses. Agencies can expose the builder to their end customers with zero cleanup.
Why It Matters
This is the most significant upgrade to the Workflow AI Builder since launch. Every interaction is faster, more transparent, and more reliable. The extensible tool architecture means new capabilities no longer require a pipeline rewrite they plug in. What ships next builds on everything already live.
What’s New
We are introducing more granular controls for how Conversation AI pauses (sleeps) when outbound messages are sent.
With this update, the setting “Send bot to sleep when I send a” has been split into two independent options:
  • Manual Message
  • Workflow Message
This gives users greater flexibility in controlling bot behavior based on how messages are triggered, improving automation precision and reducing unintended bot pauses.
By default, existing setups will continue to behave as they currently do, ensuring no disruption unless users modify these settings.
How it Works?
1. Default Behaviour (No Change)
  • If no changes are made:
  • The bot will continue to follow the previously configured sleep behavior.
  • Existing automation and manual interactions remain unaffected.
2. Independent Sleep Controls (New)
  • Users can now configure bot sleep behavior separately for:
  • Manual Messages (messages sent directly by a user)
  • Workflow Messages (messages sent via automations/workflows)
This allows:
  • Sleeping the bot only for manual interactions
  • Sleeping the bot only for automated messages
Or both (same as previous behavior
3. More Precise Automation Handling
With separated controls:
  • Manual interventions can pause the bot without affecting workflows
  • Automated messages can be sent without unintentionally stopping the bot
  • Greater flexibility in hybrid (manual + automated) communication strategies
4. Reactivation Remains Configurable
  • The “Reactivate bot after” setting continues to work as before
  • Applies regardless of whether sleep was triggered by manual or workflow messages
Why this Matters
  • Prevents unnecessary bot pauses during automated workflows
  • Enables better control in mixed manual + automation use cases
  • Improves conversation continuity and user experience
Gives users more granular and predictable bot behavior
Note
This is an enhancement to existing functionality.
Current behavior will remain unchanged unless users update the new settings.
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We didn’t just improve bulk uploads, we gave you control over how your videos look before anyone clicks.With this update, CSV uploads now support custom video thumbnails, making bulk publishing more powerful and visually optimized.
🚀 What’s new
  1. Thumbnail Support in CSV Uploads: You can now add a thumbnailUrl field in your CSV/XLSX file to define a custom thumbnail for your video posts.
  2. Auto-Applied to Video Posts: The thumbnail is automatically applied to the first video in your post during upload, no manual intervention needed.
  3. Updated CSV/XLSX Templates: Sample templates now include the thumbnailUrl field, making it easy to get started with the correct format.
👷 How to use this feature
  • Visit Marketing >Social Planner> Create Post> CSV Post
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  • Download the latest CSV/XLSX template
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  • Add your image link in the thumbnail Url column
  • Upload your file as usual in Social Planner
  • Your video post will automatically use the provided thumbnail
💡 Why it matters
  • Improve click-through rates with better thumbnails
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  • Maintain brand consistency across bulk uploads
  • Save time by managing thumbnails during scheduling
  • Enhance visual quality of video content at scale
📝 Notes
  • Thumbnail applies only to the first video in a post
  • Multiple video thumbnails are not supported
  • Behavior may vary across different social platforms
Following the initial labs release of contact page customization—which introduced up to five custom views per sub-account—we are now expanding its capabilities with snapshot support. Admins can seamlessly copy and reuse custom views across multiple sub-accounts without rebuilding them from scratch.
What’s new?
  • Snapshot support for contact views:
    custom contact page views can now be included in snapshots and shared across sub-accounts.
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Cross sub-account copying:
easily transfer custom views from one sub-account to another.
  • Reduced manual setup:
    eliminate the need to recreate views individually in every sub-account.
  • Scalable customization:
    maintain consistent layouts across multiple accounts with minimal effort.
How it works?
  1. Go to agency view and click on account snapshots.
  2. Create a new snapshot.
  3. Enter the snapshot name and select the sub-account from which you want to add views to the snapshot
  4. In contact detail views, you will find the custom views.
  5. Select the views you want to copy and click create.
  6. Push the update to the linked sub account
  7. The custom views should be ready
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Screenshot 2026-05-01 at 3
Why this matters?
Managing multiple sub-accounts previously required repetitive manual effort to recreate the same contact views. This update removes that friction by enabling reuse and standardization at scale. It saves time for admins while ensuring consistency in how teams view and manage contact data—making customization more powerful and efficient.
Details:
We've introduced an intelligent, automated email sending ramp-up system for new agencies using GHL Shared or Agency Shared domains.
What's New
New sub-accounts no longer start with an uncapped daily sending limit from day one. Instead, they begin at a conservative threshold and automatically graduate to higher limits as they demonstrate healthy sending behavior — progressing through 8 defined stages without any manual action required.
Who Does This Apply To?
  • New agencies (signing up on or after April 27, 2026)
    — Fully enrolled in the ramp-up system from day one. All shared-domain sub-accounts follow stage-based sending limits automatically.
  • Existing agencies (created before April 27, 2026)
    — Completely unaffected. No changes to their current setup or limits.
  • Migration plan for existing agencies
    — Will be shared by end of Q2 2026.
Key Highlights
  • Automated Stage Progression (Stages 1–8)
    — The system evaluates bounce rates, spam complaints, AUP violations, and send volume on every check. Clean senders move up automatically; senders with issues move down. No manual action needed from agencies or support.
  • Sending Limit UI on Email Services Page
    — Sub-account users on a shared domain now see a live Sending Limit panel showing Daily Limit / Sent Today / Remaining, their current stage and status badge, contextual alerts, and a full stage history timeline.
  • Automatic Limit Controls
    — For agencies created from April 27, 2026 onwards, the manual "Update Limit" control is replaced with an informational banner. This applies to both the Agency UI and the Support Portal.
Why This Matters
Shared domain reputation is a collective asset. Previously, there was nothing stopping a new sender from arriving and damaging that reputation before anyone could react. This release shifts the platform from reactive to proactive — enforcing a trust-building period for every new sender, automatically and at scale, while giving users full transparency into their own limits and progression.
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Your business numbers at your fingertips, wherever you are
Every dashboard you've built on the web is now on your mobile app - the full set, not a slimmed-down version. Pipeline, deals, conversions, campaigns, team activity, and everything in between, live in your pocket. The same numbers your team is looking at on their laptops at the same moment.
The Challenge
Reliable dashboards used to be a desktop-only thing. The full range of dashboard types and widgets was only available on web, so if you wanted the real picture you had to open your laptop. The old mobile experience —
Insights
— covered a narrow slice of that, and even there, customers ran into data discrepancies and missing numbers between mobile and web. Decisions had to wait, or get made on incomplete information. That's what we're fixing.
What We've Built for You
We've replaced
Insights
with
Dashboards
on the mobile app, bringing your full web experience over. The moment you open the module, your default dashboard loads automatically - no setup, no hunting around. From there you can:
  • Switch between any of your dashboards in a tap
  • Apply quick filters and date ranges to slice the data
  • Browse your key chart widgets - Numeric, Line, Donut, Vertical Bar, Horizontal Bar
  • Expand any widget for a closer look at trends and detail
  • Interact directly with the charts - drag your finger across a line to read exact values, tap into a bar to see what's behind it
  • Tap into widget-level AI insights to get a plain-English read on what the data is actually saying
And critically:
the data is real-time.
Refresh intervals are handled for you, and there's no lag or drift between what you see on your phone and what your team sees on the web. One source of truth, two screens.
How This Helps Your Business
  • Decisions, not delays.
    Act on dips and spikes the moment they happen — no waiting until you're back at your desk.
  • Higher ownership, anywhere.
    Track deal status, value, conversions, and funnel movement on the go. Walk into meetings already in the loop.
  • Quick context with AI.
    Tap any widget and let AI tell you what's trending, what's off, and what's worth a closer look.
  • Built for the phone.
    Expanded views, finger-scrubbing on charts, and clean layouts that don't make you squint.
How to Get Started
Right now, Mobile Dashboards is available in
Labs
. Here's how to switch it on:
  1. Open your mobile app and head to
    Labs
    .
  2. Find
    Mobile Dashboards
    and toggle it on.
  3. Open the
    Apps
    section and tap
    Dashboards
    — your default dashboard will load automatically.
  4. From there, switch dashboards, apply filters, expand any widget, and tap the AI icon whenever you want a quick read.
We're rolling this out to general access for everyone in about
14 days
, so even if you don't flip the toggle now, it's on its way to you.
Also New: Campaigns Has Its Own Home
Campaign data used to live tucked inside Insights. We've broken it out into a dedicated
Campaigns
module so you can track the status of every campaign in one focused place — no more digging through Insights to find what you're looking for.
What's Next
  • A configurable carousel widget for your homepage.
    We're building a data carousel that lets you pick the graphs that matter most and pin them right at the top — so the moment you open the app, the numbers you actually want to see are the first thing in front of you, no scrolling, no switching dashboards.
  • Broader widget support beyond the current Phase 1 set
  • Richer AI workflows at both the widget and dashboard level
  • Cross-dashboard analysis so you can pull threads across views in one go
  • Continued performance and readability tuning for dashboards with high-density data
Roll-out & Availability
  • Release:
    Rolling out with the current mobile release cycle
  • Version:
    4.14.1
  • Status:
    Public rollout (phased) - currently in Labs, general access in 14 days
  • HighLevel:
    Yes
  • LeadConnector:
    Yes
  • WL App:
    Yes
Good to Know
  • Supported widgets:
    Numeric, Line, Donut, Vertical Bar, Horizontal Bar, and supported system widgets.
  • What's included:
    Dashboard switcher, default-load behavior, quick and date filters, expanded widget views, theme support, and analytics events.
  • Phase 1 limits:
    View-only — no dashboard or widget editing from mobile yet, and dashboard-level AI summaries aren't part of this release.
  • Unsupported widgets:
    Show a clear placeholder message instead of failing silently.
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Badges are now easier to access and manage with a dedicated space in the Client Portal.
🚀 What’s New?
  • 📂
    Dedicated Badges Tab
    : Badges now appear as their own section in the Client Portal.
  • 🖼️
    All Badges in One View
    : View all issued badges in a clean, organized layout.
  • 📥
    Download & Share
    : Download and share badges easily, just like certificates.
✅ Why It Matters?
  • Makes badges easier to find and use.
  • Gives badges equal visibility alongside certificates.
  • Helps you showcase achievements more effectively.
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What’s new?
Workflows now support the Add Note action for custom objects, so you can automatically save notes directly to custom object records.
How it works
When a workflow runs for a custom object, the Add Note action can create a note on that custom object record. This helps teams capture updates, context, or important details without switching back to the record manually.
How to use it
  • Open a custom object workflow.
  • Add the Add Note action.
  • Enter the note content, then save and publish the workflow.
Why we built it
Custom objects help teams manage more than just contacts. Adding note support makes it easier to track key updates directly on the records your team works with every day.
Simple example
A consulting team can use a custom object workflow to add a note to a Project record when a milestone is completed.
Additional Notes
  • Custom object workflows now support the Add Note action.
  • Support for note title or color coding will be updated in future releases after native support is introduced in Custom Objects
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