Ad Reporting and Attribution

Internal Chat/DM/Ticket/AI System Between Agencies & Sub-Accounts
Feature Request: Internal Chat/DM/Ticket/AI System Between Agencies & Sub-Accounts Overview HighLevel is the central operating platform for agencies and businesses, but communication between agencies and their clients still happens outside the platform through email, phone calls, text messages, Slack, Facebook Messenger, support forms, and scheduled meetings. This creates fragmented communication, missed requests, duplicate conversations, slower response times, and a poor client experience. I propose a fully integrated Internal Communication, Support, and AI Hub that allows agencies and sub-account users to communicate, collaborate, submit requests, access support, and receive AI assistance directly inside HighLevel. Core Features Internal Direct Messaging Allow agencies and sub-account users to communicate through real-time messaging. Features: * One-on-one messaging * Group chats * Team chats * File sharing * Voice notes * Video messages * Screen recordings * Message search * Read receipts * Typing indicators * Threaded conversations * @Mentions * Mobile notifications Client Support Channels Slack-style channels for organized communication. Examples: * General Support * Technical Support * Website Requests * Funnel Requests * Billing * Marketing * Announcements Allow public, private, and team-specific channels. Integrated Ticketing System Convert conversations into support tickets without leaving HighLevel. Features: * Create tickets from chats, forms, emails, workflows, or AI conversations * Assign team members * Set priorities and due dates * Track status (Open, Pending, In Progress, Resolved, Closed) * Internal notes and activity history AI Support Assistant Built-in AI trained on: * HighLevel documentation * Agency SOPs * Knowledge bases * Courses * Snapshots * Training materials Capabilities: * Answer support questions * Provide setup instructions * Troubleshoot issues * Create tickets * Route requests to the correct team * Summarize conversations White-Labeled Help Center & Knowledge Base Allow agencies to fully white-label the HighLevel Help Center. Features: * Agency branding, logo, colors, and domain * Custom documentation and SOPs * Custom training videos * Agency-specific tutorials Most importantly, AI should search both HighLevel documentation and agency documentation simultaneously. Example: A client asks, “How do I connect my Facebook Page?” The AI searches: * HighLevel help articles * Agency SOPs * Agency videos * Custom documentation It then provides the answer directly in chat, including links, videos, and step-by-step instructions, without requiring the client to leave the conversation. Project & Service Requests Allow clients to submit requests directly from chat. Examples: * Website edits * Funnel updates * Automation requests * Ad campaigns * Graphic design requests Automatically create: * Tickets * Tasks * Opportunities * Projects Voice & Video Support Built-in communication tools. Features: * Voice calls * Video calls * Screen sharing * Recorded support sessions * Video support tickets Automation Integration Allow workflows to interact with the communication hub. Examples: * Notify staff when a ticket is created * Create tasks from client requests * Escalate unresolved AI conversations * Request feedback when tickets are closed Communication Center Add a dedicated menu item inside every sub-account: Communication Center * Messages * Tickets * Requests * Knowledge Base * AI Assistant * Files * Announcements * Support History Mobile Experience Available within the LeadConnector app. Features: * Real-time chat * Ticket tracking * AI support * Push notifications * Voice notes * File uploads Benefits For Agencies * Fewer emails and phone calls * Faster support resolution * Better client communication * Increased client retention * Reduced support workload through AI For Clients * One place for communication and support * Faster responses * Better visibility into requests * Self-service help through AI and documentation For HighLevel * Increased platform engagement * Reduced reliance on third-party tools * Stronger agency retention * Additional premium feature opportunities This feature would transform HighLevel into a true business operating system by centralizing communication, support, ticketing, training, AI assistance, and collaboration between agencies and their clients within a single platform.
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Calendar WhatsApp Reminders – Allow a different WhatsApp template for each reminder timing
In Calendar Notifications → Reminders → WhatsApp, HighLevel currently allows us to add multiple reminder timings for the same appointment (for example, 24 hours before and 30 minutes before). However, only one WhatsApp template can be selected for the entire reminder notification. This means that all reminder timings use the same WhatsApp template, even though each timing requires different message content. Example: * 24 hours before → “Reminder: your appointment is tomorrow…” * 30 minutes before → “Your appointment starts in about 30 minutes…” Currently, if both timings are configured in the same Calendar Reminder notification, they must share the same template. Therefore, a template written for “30 minutes before” would also be sent 24 hours before. Requested improvement: Allow a separate WhatsApp template to be selected for each reminder timing. Ideally, each reminder row should have its own template selector: 24 hours before → WhatsApp Template A 30 minutes before → WhatsApp Template B This would make native Calendar WhatsApp notifications fully usable for multi-step appointment reminders without requiring separate workflows just to send different message content at different times. Email/SMS-style timing flexibility is already available at the Calendar notification level; WhatsApp should also allow the message/template to be associated with the individual reminder timing.
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Allow drag-and-drop, paste, and URL-based upload for Contact Profile Photos
Please improve the Contact Profile Photo experience inside Contacts. Right now, when editing a contact image, the only clear option is “Upload from computer,” which forces users to have the image saved locally before they can use it. This adds unnecessary friction, especially when the image already exists online or has just been copied to the clipboard from another source. Requested improvements: Allow users to drag and drop an image directly into the empty profile photo placeholder. Allow users to paste an image from their clipboard to instantly update the contact’s profile photo. Allow users to upload a profile photo from an image URL, so we can use images found online without first downloading them to our computer. Ideally, support all three methods in the same upload modal for a faster and more modern workflow. Why this matters: It saves time when updating contact records. It reduces unnecessary steps and file management. It makes the contact profile experience feel more modern and intuitive. It is especially helpful for agencies, sales teams, and admins who frequently update contact records from websites, email signatures, social profiles, and online directories. Use case examples: Copy a headshot from LinkedIn or a company website and paste it directly into the contact profile photo area. Drag an image from another browser tab or desktop straight into the placeholder. Paste an image URL and let HighLevel fetch and apply it as the contact photo. Suggested behavior: When the user clicks the profile photo area, the modal could offer: Upload from computer Drag and drop image here Paste image from clipboard Add image from URL This would make contact management much faster and remove the current dependency on downloading files first.
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