Follow up on the latest improvements and updates.

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May 5, 2026

new

Studió AI

Ai Studio - Deleted Projects Are Now Inactive

Previous Behavior
When a project was deleted, its preview and published URLs remained live.
There was no way for users to take these pages down.
What’s Changed
With this update, all deleted projects are now automatically marked as inactive.
Going forward, deleting a project will also mark all associated pages as inactive.
Impact
After a project is deleted
Preview URLs will be inactive
Domains will be inactive
Published URLs will be inactive

May 5, 2026

improved

Reporting

Dashboard

Custom Metrics — Now with Filters, Meta Ads & Google Analytics Support

👀

What's New?

Add
filters
to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more
Meta Ads
is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs
Google Analytics
is now available as a data source — combine GA data with your CRM metrics in one formula
Custom metrics now open in a
full-page builder
instead of a modal

👷

How It Works:

Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics" > "Create Custom Metrics"
In the formula builder, click on any metric token to add filters
Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]
To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories
Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

🌟

Why It Matters:

Stop exporting to spreadsheets
— Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time
Tag-based contact metrics
— One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform
Cross-channel performance in one place
— Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in HighLevel

⏭️

What's Next?

Further UX improvements to the custom metric builder experience coming soon

📝

Notes:

Filters support multiple conditions (AND logic) per metric token
Available to all accounts — no plan restriction

May 5, 2026

fixed

Ad Reporting

Reporting

Google Lead Form - Accurate Attribution & New Activity

👀

What's New?

Google Lead Form submissions now record the
correct Session Source
as
Paid Search
(previously stored as "Paid Social").
Session Source includes the full
Campaign, Ad Group, and Ad
details.
A new contact activity —
"Google Lead Form Submission"
— has been introduced for this submission type.
The activity snippet captures
Campaign, Ad Group, Ad, and Form name
so you can see exactly which ad and form drove the lead.

👷

How It Works:

Run a Google Ads campaign that uses
Lead Forms
and connect it to HighLevel as you do today.
When a prospect submits the Google Lead Form, the contact is created or updated inside HighLevel automatically.
Open the contact and check the
Activity
panel: Session Source should be "Paid Search". Campaign / Ad Group / Ad should have been populated from the originating Google Ads entity.
In the contact's
Activity
timeline, you'll see the new
"Google Lead Form Submission"
entry containing Campaign, Ad Group, Ad, and Form name.

🌟

Why It Matters:

Accurate paid-channel reporting
— Google Lead Form leads are no longer miscategorised as Paid Social, so dashboards, and source breakdowns finally reflect reality.
Full campaign visibility
— Marketers can see the exact campaign, ad group, ad, and form behind every lead.
Cleaner activity timelines
— A dedicated activity type makes it easy to filter, segment, and automate workflows for Google Lead Form leads.
Better automation triggers
— Workflows can branch on the new activity type to deliver a tailored follow-up.

📝

Notes:

The fix applies to
new submissions going forward
. Historical contacts retain their original attribution.
No setup changes required — the corrected attribution and new activity apply automatically.
Available wherever Google Ads' Lead Form integrations are supported.

May 4, 2026

new

Chat Widget

Voice AI

Embedded Voice AI Widgets - Orb display

👀 What’s New?

New
Widget Placement
control introduced at the top of the Style tab:

Sticky
– floating widget on page corner (default)
Embedded/Inline
– renders Voice AI widget inside website content

Added
Display Mode
selection for embedded widgets:

Avatar
– static visual representation
Visualiser
– dynamic voice-based visual cues

Introduced
Interface Size
customization (Small, Medium, Large) for Visualiser mode.
Real-time
preview updates
based on placement and display selection.
Inline widget now shows
CTA below avatar/visualise
r (e.g., “Call us here”).

👷 How It Works:

Navigate to
Sites > Chat Widget > Style tab
.
Select
Widget Placement
: Sticky or Embedded/Inline.
For Embedded:

Choose
Display Mod
e (Avatar or Visualiser)
If Visualiser is selected > user can choose to configure the
Interface Size
.

Customize remaining available styling options.
Copy code via
Get Code
:

Sticky > floating script
Embedded > inline embed snippet (div/iframe)

Paste code into your website where you want the widget to appear.

🌟 Why It Matters:

Enables
non-intrusive Voice AI experiences
embedded directly into website layouts.
Unlocks
design flexibility
for landing pages, funnels, and content-driven sites.
Introduces
visual interaction patterns
(visualiser) for more engaging voice experiences.
Lays the groundwork for
highly customisable Voice AI widgets
across different use cases.
Supports better
conversion-focused placements
vs generic floating widgets.

⏭️ What’s Next?

Enhanced customisation and personalisation with new visualiser options.

📝 Notes:

Some customisation options (like widget position & contact form toggle) are disabled in Embedded mode of voice AI widgets.
Display Mode variations are currently optimised for
Voice AI experiences
.
Multiple embedded widgets can be used across the same site.

May 2, 2026

new

Introducing New Templates

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
------------------------------------------------------
🚀 1 New Website Templates Published
  🚀
------------------------------------------------------
Creative - 1
------------------------------------------------------
🚀 1 New Email Templates Published
  🚀
------------------------------------------------------
Restaurant and Bar - 1
-----------------------------------------------------
🚀 1 New Form Templates Published
  🚀
-----------------------------------------------------
Beauty & Fashion - 1
-----------------------------------------------------
🚀 5 New Facebook Ad Templates Published
  🚀
-----------------------------------------------------
Restaurant and Bar - Catering Services
Travel & Hospitality - Hotel
Automotive - Car Towing
Real Estate - Title Insurance Representative
Beauty & Fashion - Clothing Boutique
-----------------------------------------------------
🚀 5 New Google Ad Templates Published
  🚀
-----------------------------------------------------
Beauty & Fashion - Jewelry Retail Store
Automotive - Brake and Muffler Depot
Travel & Hospitality - Excursion Guide
Restaurant & Bar - Doughnut Shop
Real Estate - Loan Officer
-----------------------------------------------------
🚀 5 New LinkedIn Ad Templates Published
  🚀
-----------------------------------------------------
Marketing Agency - Social Media Influencer
Real Estate - Mortgage Lender
Creative - Event Planner
Finance - Banking & Payment
Insurance - Health Insurance
------------------------------------------------------
📣 1 New Snapshot
 📣
------------------------------------------------------
Health & Wellness - Wellness Retreat

May 1, 2026

new

improved

Automations

AI Agent Action - Call Transcript Tool, Feedback Flow & Stability Improvements

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.
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.
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.

May 1, 2026

new

improved

Automations

AI Builder in workflows now more powerful

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.
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.
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.
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.
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.

May 1, 2026

new

Conversation AI

Conversation AI - Separate Controls for Bot Sleep on Manual vs Workflow Messages

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.

May 1, 2026

new

Social Planner

Social Planner: Add Thumbnails in CSV Posting

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

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.
Auto-Applied to Video Posts: The thumbnail is automatically applied to the first video in your post during upload, no manual intervention needed.
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

Download the latest CSV/XLSX template

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

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

May 1, 2026

new

Contacts

Snapshots for contact page customization

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.

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?

Go to agency view and click on account snapshots.
Create a new snapshot.
Enter the snapshot name and select the sub-account from which you want to add views to the snapshot
In contact detail views, you will find the custom views.
Select the views you want to copy and click create.
Push the update to the linked sub account
The custom views should be ready

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.

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