Follow up on the latest improvements and updates.

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May 6, 2026

new

Opportunities and Pipelines

Dynamic "me" filter + primary contact notes in Opportunities

Two updates rolling out for Opportunities — making personal pipeline views easier to set up and giving you more context at a glance. Both came from repeated customer requests.

What's New

Dynamic "me" filter for Owner and Follower

Added a dynamic
me
option in
Owner
and
Follower
filters
Available in both
Advanced Filters
and
Smart Tags

"me" automatically resolves to the
logged-in viewer

Primary contact's notes in the List view

Added
Primary Contact Notes
as a column option in the Opportunities
List view
Shows
all notes
from each opportunity's primary contact
Behaves like other list view columns — sortable, resizable, includable in saved views

How It Works

To use the dynamic "me" filter

Open
Opportunities
Open
Advanced Filters
or the
Smart Tag
editor
Add a filter on
Owner
or
Follower
In the value dropdown, select
me
Save as a
Smart Tag
to reuse across sessions or share with the team

When a Smart Tag with "me" is shared, every viewer sees only their own opportunities.

To add the Primary Contact Notes column

Open
Opportunities
in
List view
Open
Customize Columns
Toggle on
Primary Contact Notes

Why It Matters

Removes the need to build a separate filter view per user
Lets reps reuse one personal view instead of rebuilding filters each session
Standardizes "my opportunities" across the team with a single shared definition
Faster context for prep before calls and daily triage
Removes the click-into-record step for scanning primary contact notes

May 6, 2026

new

Phone System

Discounting on Phone Number & Messaging Pricing – Effective 6th May, 2026

Overview

To keep our pricing aligned with current carrier costs and ensure continued deliverability across global destinations, Twilio has updated messaging, voice and number rates across multiple countries and carriers.

At HighLevel, we’re committed to supporting our customers through these changes. So we’re offering select discounts on the following impacted SKUs to help minimise the impact.

Discounted Pricing (Effective May 6, 2026)

Australia Mobile Number

List Price → $8.25

Discounted Price → $6.50 (21.21% discount)

UK SMS Outbound

List Price → $0.0560

Discounted Price → $0.0524 (6.42% discount)

UK Toll-Free Number

List Price → $2.70

Discounted Price → $2.15 (20.37% discount)

Portugal Mobile Number

List Price → $135.00

Discounted Price → $15.00 (88.89% discount)

🙏 Thank You

We’re committed to keeping things as predictable and transparent as possible.

If you have any questions, please reach out to our support team.

May 6, 2026

new

GoKollab

Manage Purchases Now Available on GoKollab

We’ve introduced Manage Purchases — a new centralized area where users can view and manage their communities, courses, and payment history.

🚀 What’s New?

🏘️
Communities Tab
: View and manage all free and paid community memberships
📚
Courses Tab
: Access purchased and enrolled courses in one organized view
💳
Payment History Tab
: Review payments, download invoices, and view payment methods used
🛠️
Membership Management
: Leave communities or courses directly from the page

📍 How to Access?

Go to the GoKollab Homepage
Click on your Profile Menu
Select Manage Purchases

✅ Why It Matters?

Gives users better visibility into purchases and memberships
Makes billing and access management easier to understand
Creates a cleaner, more organized account experience

May 6, 2026

new

improved

Calendar

⛔ Blocked Slots for Rental Listings

🧭 Overview

We’ve introduced the ability to create

Blocked Slots in Rentals

, giving you more control over your inventory without needing to create a customer booking.

You can now

block time for listings

to account for maintenance, internal use, or offline commitments, ensuring availability stays accurate across your calendar and booking flows.

✅ What’s New

Create blocked slots for rental listings.
Blocked slots reduce availability
just like a booking, but aren’t tied to a customer or order.
Optionally block specific
variants and quantities
(if enabled).
View, edit, and delete blocked slots easily from the Calendar View.
Blocked slots are clearly visible in the calendar with relevant details.

🔐 How It Works

Set the

Event type

as "

Blocked slot

" while creating a new booking

Create a blocked slot by selecting:

Listing
Date & time range
Optional variant and quantity (if applicable)

Once created:

The listing becomes
unavailable
for the selected duration
Availability is updated across booking flows

You can:

View details
of the blocked slot
Edit
it using the same form
Delete
it to instantly release availability

🎯 Why This Matters

Helps manage
inventory beyond customer bookings
.
Ensures
accurate availability
across all booking channels.
Supports real-world scenarios like
maintenance, holds, or internal usage
.
Gives you more flexibility and control over rental operations.

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.

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