Follow up on the latest improvements and updates.

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March 16, 2026

new

Email Builder

Email AI + Knowledge Base Integration 🚀

Email AI can now leverage the Knowledge Base to generate more accurate and helpful responses using available help articles.

🚀

What we did

Integrated
Email AI with the Knowledge Base
to enable AI responses based on existing help articles.
Email AI now automatically
references available knowledge base articles
when generating responses.
Newly added or updated articles are automatically included
, ensuring responses stay up to date without manual configuration.

✅

Benefits

Provides more accurate and
contextual email responses
based on verified help content.
Ensures responses
stay up to date as new knowledge base articles
are added.
Reduces manual effort
by automatically leveraging existing help documentation.
Acts as a
platform guide
for the users to navigate through the UI without raising tickets.

Reference Images

March 16, 2026

new

Phone System

Dialer: Auto-minimize, Pin & Drag

16th of March, 2026

Dialer: Auto-minimize, Pin & Drag

The dialer now minimizes automatically when you click anywhere outside it, so you can quickly glance at contact details or pipeline info without manually closing it.

Want it to stay open? Click the pin icon to lock the dialer in place - it'll stay put until you unpin it or minimize it manually.

You can also drag the dialer anywhere on screen. If you've pinned it, it'll remember its position and reopen right where you left it.

March 16, 2026

new

Funnels and Websites

SEO

Schema Markup Using AI

Phase 2 of the Schema Markup Generator introduces AI Flow — letting users generate, edit, and delete schema markup using AI, directly inside the Website & Funnel Builder. No manual field-filling. No schema-type guesswork. The AI reads your page content, picks the right schemas, populates the fields, validates, and saves — automatically.

Why This Feature

Choosing the right schema type and filling in every field correctly is still a barrier for most users. AI Flow removes that entirely — reducing schema implementation from 20–30 minutes to under 2 minutes per page. With AI-powered search growing rapidly, structured data now drives LLM citations (ChatGPT, Perplexity) and Google AI Overviews, not just traditional rich results.

Key Highlights

AI-Powered Generation – AI analyzes your page and generates the most relevant schema types, at the right hierarchy level, with fields pre-populated from live page data
Full CRUD via AI – Add new schemas, edit existing ones, or delete schemas — all through conversation
Conversational Refinement – Ask the AI to swap a schema type, adjust a field, or add a custom value mid-session
Auto-Save After Validation – AI-generated schemas are validated and saved automatically. No separate save button
All Schema Types Supported – AI can generate any of the 201+ schema types across the 3-tier hierarchy — not limited to the 12 Phase 1 types
Dual Entry Point – If Funnel AI is enabled, AI Flow runs inside the Funnel AI panel. If Funnel AI is disabled, a dedicated Schema Markup AI pane opens in the left panel (schema operations only — no page building or content generation)

How to Use

Enable: Agency Settings → Labs → Search "Schema Markup Generator" → Activate (same flag as Phase 1 — no new flag needed)
Access: Website/Funnel Builder → Edit Page → SEO & AI search optimization (left panel) → Schema Markup → Create with AI

Steps

Click Create with AI — opens Funnel AI panel (if enabled) or Schema Markup AI pane (if Funnel AI is disabled)

AI reads page content and generates applicable schemas with pre-populated fields

Optionally refine via chat — add, remove or modify schemas
Schemas are auto-saved after validation — review under Schema Markup → Active Schemas

Publish the page to push schema live in the page <head>

Good to Know

Schema is NOT auto-generated when creating a new page with AI — trigger it separately after content is finalised
If the page has no content, AI will show an error and will not generate schemas
Schema is page-specific — it does not carry over to other pages or funnel steps

March 16, 2026

fixed

SaaS Mode

⚠️ Update to SaaS V2 Plan Upgrades

To ensure accurate billing, we’ve temporarily adjusted how upgrades work for SaaS V2 subscriptions.
What Changed
For SaaS V2 subscriptions, upgrades can now only happen within the same billing interval:
✔ Monthly → Monthly upgrades allowed
✔ Yearly → Yearly upgrades allowed
❌ Monthly → Yearly upgrades temporarily disabled
❌ Yearly → Monthly changes temporarily disabled
Why This Update Was Made
This change prevents incorrect billing scenarios that could occur when switching between monthly and yearly plans in the current SaaS V2 system.
What’s Next
We’re actively working on supporting billing interval changes in SaaS V2, which will restore this capability in the future.
No action is required from agencies or clients — the system now automatically prevents unsupported upgrades to keep billing accurate.

March 14, 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
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🚀 2 New Website Templates Published
  🚀
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Marketing Agency - 1
Medical - 1
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🚀 1 New Email Templates Published
  🚀
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Marketing Agency - 1
-----------------------------------------------------
🚀 1 New Form Templates Published
  🚀
-----------------------------------------------------
Health & Wellness - 1
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🚀 1 New Survey Templates Published
  🚀
-----------------------------------------------------
Insurance - 1
-----------------------------------------------------
🚀 4 New Social Templates Published
  🚀
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Insurance - 2
Holidays - 2
-----------------------------------------------------
🚀 5 New Facebook Ad Templates Published
  🚀
-----------------------------------------------------
Automotive - 1
Business Coaching & Consulting - 1
Beauty & Fashion - 1
-----------------------------------------------------
🚀 5 New Google Ad Templates Published
  🚀
-----------------------------------------------------
Creative - Salsa Instructor
Finance - Tax Accounting
------------------------------------------------------
📣 1 New Snapshot
 📣
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Restaurant & Bar - Caterer

March 13, 2026

new

Email Builder

Import Email Templates with AI 🚀

Any email — from your inbox or any previous marketing platform — can now become a fully editable template in Email AI within minutes.
⭐ What’s new?
Have templates in HubSpot, ActiveCampaign, Mailchimp, or another tool? Just send the email and Email AI converts it into an editable template inside HighLevel instantly.
No manual rebuilding. Import → Convert → Optimize with AI.
✅  Impact
• Email marketing tool agnostic 
— bring templates from any platform
• Import directly from your inbox
• Onboarding new clients?
 Bring their best-performing emails from their previous platform in minutes
• See an email you like from a competitor? 
Drop it in and make it yours with Email AI
• Turn existing campaigns into fully editable templates instantly
• Start optimizing, iterating, and launching faster
Move faster, reuse what already works, and launch campaigns without rebuilding from scratch.
🚀 How to use?
Make sure Email AI is enabled under Labs
Go to Marketing → Emails → Templates
Click New
Select Import
Copy the dynamic email ID
Send the template as a test email or forward any email from your inbox
Choose the editor you want to import it into
Click Continue
 and Create Template
 to start editing
Demo video - https://www.loom.com/share/fbc48caea6524de9a50d8e4098018ac2

March 13, 2026

new

E-Commerce Stores

Shipping Rate Sorting at Checkout

What’s Improved?

Shipping options on the Ecommerce checkout page are now automatically sorted by price, ensuring customers see the most affordable option first. The cheapest shipping rate is now pre-selected by default, helping reduce confusion and friction during checkout.

How It Works

Price-Based Sorting:
All available shipping rates are displayed in
ascending order of price
.
Cheapest Rate Auto-Selected:
The l
owest-cost shipping option is automatically selected
for the customer.
Free Shipping Priority:
If Free Shipping is available, it will appear at the top of the list and be
selected by default
.
Dynamic Recalculation:
If shipping rates update due to
address changes or cart updates
, sorting and selection are automatically reapplied.

Key Points to Note

This behavior applies across all checkout flows where shipping rates are shown.
If only one shipping rate is available, it will be automatically selected.
If multiple shipping options share the same price, the system preserves the provider order while selecting the first cheapest rate.
No additional configuration is required — this improvement works automatically by default.

Images:

March 13, 2026

new

improved

Automations

AI Builder: New Skill For Workflow Settings and Naming

The AI Builder and Assistant can now configure workflow settings and rename workflows directly from a natural language prompt. Previously, settings like re-entry, business hours, and sender details required manual configuration after every AI interaction. Now, a single prompt can produce a fully configured, correctly named, production-ready workflow with zero manual steps.
What's New
Workflow Naming via AI
The AI Builder can now name workflows automatically during generation. If a user provides a name, it's applied directly. If no name is given, the AI generates one based on context. Users can also ask the AI to rename workflows they're currently editing.
Full Workflow Settings Access
The AI Builder and Assistant can now read, configure, and update all core workflow settings directly from a prompt:
Re entry, Multiple Opportunities, Stop on Response: Enable, disable, or check the current state of these toggles. The agent can also confirm whether a setting is currently enabled for a given workflow.
Time Zone and Time Windows: Set or update the workflow time zone. Add, modify, or review business hour time windows (e.g., "Set this workflow to only run Monday to Friday, 10am to 6pm").
Sender Details: View or update From Name, From Email, and From Number without opening the settings panel.
Mark Conversations as Read: Enable or disable this setting through a simple prompt.
Why This Matters
Users can now describe an entire workflow configuration in a single prompt,  including the name, settings, and actions and have it all applied instantly. 
For example, while editing an existing appointment reminder workflow, a user can say:
"Rename this to Appointment Follow Up v2, update the sender email to support@mybusiness.com, add an SMS follow-up if there's no response within 48 hours, and restrict it to Monday through Friday, 9am to 6pm."
The rename, settings updates, and new action are all handled without navigating through settings tabs.
This brings the AI Builder closer to full control over everything on the Workflows UI, letting users go from a description to a complete, production-ready automation in one step.

March 13, 2026

new

Advanced filters 2.0: New operators and improved consistency

We have improved the advanced filtering for smartlists to bring better consistency, clarity, and standardization. Earlier, filters had inconsistent operators across different data types and some commonly expected operators were missing. We have standardized how operators behave across date, numeric, and string filters while cleaning up existing logic. This update also resolves a long-standing issue related to future date filtering. The goal is to standardize filter behavior across data types while improving usability and reducing confusion for users.
Added commonly requested operators 
for date filters: today, tomorrow, yesterday, this week, this quarter, this year, before date, and after date
 to the existing set of date operators
Standardized string filter operators
 to ensure consistent behavior across fields 
Introduced DND as a suffix for SMS, email, call, WhatsApp
, etc., making communication-related filtering easier.
Renamed Pipeline filters -> Opportunity
 to better align with terminology commonly used and understood by our customers.
Enhanced email and WhatsApp status operators
 to better reflect the underlying status criteria and cover additional matching scenarios.
Improved filtering and operators for Numeric fields 
- added more options.
The updates are applicable to tasks, custom objects and companies

March 12, 2026

new

E-Commerce Stores

Variant–Image Sync on Product Details Page

What’s Improved?

Product variants and images are now connected on the Product Details Page (PDP). When customers select a variant, the product image automatically updates to the image assigned to that variant, creating a clearer and more intuitive shopping experience.

Variant → Image Sync

When a customer selects a variant, the product image automatically updates to the image assigned to that variant (if available).
The assigned image becomes the active image in the gallery or carousel.

Key Points to Note:

Works with Stack Carousel and Stack Gallery layouts.
Two-Column layout behavior remains unchanged.
If a variant has no assigned image, the displayed image will remain the same.

Images:

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