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You can now work with your workflows from your AI assistant. Workflows in the LeadConnector MCP server, now in private beta, let Claude, ChatGPT, Cursor and other AI tools find workflows, explain what failed and for whom, count enrollments, and build and publish workflows for you.
✅ What's New
- Find workflows – Search by name, status, folder or date.
- Read workflows – Read a workflow's full definition: triggers, steps, branches and settings.
- Build workflows – Create a workflow from a description. The assistant checks it for errors and saves it as a draft.
- Update and publish – Change a workflow, publish it, or set it back to draft.
- Delete workflows – Delete a workflow, with an extra confirmation first.
- Execution logs – See who entered a workflow, what happened at each step and which steps failed, with the error.
- Statistics – Count enrollments, completions and failures per step, by hour, day or week.

🚀 Why This Matters
With workflows in the LeadConnector MCP server, you can:
- Answer "what broke, and for whom?" with one question instead of reading execution logs by hand.
- Get a first draft of a workflow by describing it.
- Check how your workflows are performing from the AI tool you already use.
💡 Example Use Cases
Failure triage
Ask which steps in New Lead Nurture failed this week → the assistant reads the logs → it lists each failed step with the contact and the error.
Weekly numbers
Ask how many contacts entered Webinar Follow-up each week this month → the assistant counts enrollments by week → you get one number per week.
Draft by description
Describe a workflow that tags new contacts webinar-lead and sends a welcome SMS → the assistant checks it for errors → it saves a draft for you to review in the builder.
🔌 How to Get Started
- Add the LeadConnector MCP server to your AI tool. In Claude, go to Settings → Connectors → Add custom connector and enter https://services.leadconnectorhq.com/mcp/anthropic/v2. In ChatGPT, turn on Developer mode, open ChatGPT Plugins and add https://services.leadconnectorhq.com/mcp/openai/v2/ as the connection. Cursor uses https://services.leadconnectorhq.com/mcp/cursor/v2.
- Sign in with your LeadConnector account, choose the sub-account and approve the workflow permissions.
- Start a new chat and ask about your workflows. The LeadConnector MCP server docs have setup steps for every client.

⚠️ Notes & Details
- Private beta: workflows in the MCP server work in sub-accounts enabled for the Workflows API. Others get WORKFLOW_API_NOT_ENABLED_FOR_LOCATION. Contact support to join.
- New workflows are created as drafts. Publishing is a separate request.
- To change a published workflow, it's set to draft first. While it's a draft, its triggers are off and contacts in it are paused.
- Each request works in one sub-account. Agency connections that cover several sub-accounts are rolling out.
- Deleting a workflow is permanent and stops everyone currently in it.
- Logs cover up to 30 days per request and go back 60 days. They show live runs; test runs from the builder aren't included.
Support doc Here
You can now build and manage workflows from your own code. The new Workflows API, now in private beta, creates, reads, updates, publishes and deletes workflows, and reads each workflow's execution logs and statistics.
✅ What's New
- Create workflows – Create a workflow from a complete definition. New workflows start as drafts.
- Read and update workflows – Read any workflow as a definition you can change and send back.
- Validate before saving – Check a definition for errors without saving it, with each error pointing at the exact step.
- Publish or unpublish – Publish a workflow, or set it back to draft.
- Search and delete – Find workflows by name, status, folder or date, and delete workflows.
- Step types – Browse every trigger and action available in the sub-account, with its fields.
- Execution logs – See who entered a workflow, what happened at each step and which steps failed, with the error.
- Statistics – Count enrollments, completions and failures per step, by hour, day or week.
🚀 Why This Matters
With the Workflows API, you can:
- Roll out the same workflow to many sub-accounts without rebuilding it by hand.
- Catch failing steps from your own monitoring instead of opening each workflow.
- Let your own app or AI agent build workflows for your clients.
💡 Example Use Cases
Standard rollout
Read a workflow from your template sub-account → create it in each client sub-account → publish it.
Failure report
Every Monday, count failures per step for your key workflows → list who was affected → send the summary to your team.
Onboarding from your app
A client signs up in your product → your app creates and publishes their onboarding workflow in their sub-account.
🔌 How to Get Started
- In the sub-account, go to Settings → Private Integrations, create an integration and select the workflow scopes you need: View Workflows, Edit Workflows, Publish Workflows, Delete Workflows and View Workflow Logs.
- Send the token as a bearer token, with the Version: v3 header and the sub-account's locationId on every request.
- Use the Workflows API reference for every endpoint and its fields. Each endpoint page has a request panel to try it with your token.

⚠️ Notes & Details
- Private beta: the Workflows API is enabled for selected sub-accounts. Others get a 403 with WORKFLOW_API_NOT_ENABLED_FOR_LOCATION. Contact support to join.
- Updates replace the whole workflow, so read it first and send back the version you read.
- To edit a published workflow, set it to draft first. While it's a draft, its triggers are off and contacts in it are paused.
- App steps only accept an app account that's already connected in the sub-account.
- Deleting a workflow is permanent and stops everyone currently in it.
- Logs cover up to 30 days per request and go back 60 days. They show live runs; test runs from the builder aren't included.
Support doc Here
Your Client Portal can now do more than display content! With
Custom Objects in Client App Builder
, you can build interactive experiences where members submit information, create records, and interact with data — all seamlessly connected to your HighLevel CRM.Simply describe what you want to build, and AI helps you create the data structure, pages, and workflows without writing code.
### ✨ What's New?
- AI-Powered Custom Object Creation— Describe what information your members need to submit, and AI designs the required custom objects, fields, dropdowns, and relationships automatically.
- Direct CRM Integration— Information submitted by members is saved directly as Custom Object records in your sub-account's CRM.
- Review Before Creating— Preview the proposed data structure, sample records, and access permissions before approving any changes.
- Interactive Member Experiences— Automatically generate portal pages where members can view and add records, such as service requests, applications, or inquiries.
- Flexible Data Visibility— Configure whether members can access their own records, their company's records, or view all records in read-only mode.
- Built-In Payment Support— Enable payment actions on records through HighLevel invoices when a payment provider is connected.
- Smart Object Management— Create up to 3 objects per request, reuse existing objects, and manage your CRM's limit of 10 custom objects per sub-account.




### 🎯 Why It Matters
Previously, building a Client Portal experience that collected and stored custom member information required additional tools or manual integrations.
With
Custom Objects in Client App Builder
, your portal becomes an interactive extension of your CRM.Whether you're collecting
program applications, service requests, property inquiries, or booking details
, members can submit information directly through your portal while everything stays organized in HighLevel.### 🚀 What You'll Benefit From
- Collect Information Seamlessly— Let members submit requests, applications, and other information without leaving your portal.
- Keep Everything Connected— Automatically store member-submitted data in your existing CRM.
- Build Without Coding— Let AI create custom data structures and connected portal pages using natural language.
- Stay in Control— Review and approve every proposed custom object before it's created.
- Create More Interactive Portals— Go beyond content delivery with personalized, data-driven member experiences.
### ⚙️ Getting Started
- Enable Client App Builderfrom Labs.
- Open Client App Builder and start building or customizing your Client Portal.
- Describe the information you want members to submit, such as "Let members apply for a 1:1 coaching session."
- When prompted, confirm that you want to use Custom Objectsin your CRM.
- Review the proposed objects, fields, relationships, and visibility settings.
- Approve the plan, and AI will create the objects and connected portal pages.
You can access the newly created objects directly from your HighLevel CRM.
Availability:
Custom Objects are available through Client App Builder in Labs
, supporting web-based Client Portals and Vibe Coding experiences. Branded mobile app support is also added to it.Your Client Portal, your vision, now built with AI! With
Vibe Coding in Client App Builder
, you can create fully customized Client Portals simply by describing what you want — no coding required.From designing pages to building functional experiences, AI brings your ideas to life while keeping everything connected to your existing members, courses, communities, and more.
✨ What's New?
- Build with AI Prompts— Describe your business and the experience you want. AI asks relevant questions, explores design inspiration, and generates fully functional pages tailored to your needs.
- Personalized Designs— Choose a design system, add your images, and let AI create a consistent, branded experience across your portal.
- Built-In Client Portal Integrations— Seamlessly connect courses, communities, shared files, appointments, member accounts, and existing data without external integrations.
- Build Through Conversation— Refine your portal with simple prompts, get AI-suggested next steps, and generate missing pages with a single click.
- Visual Editing— Select elements directly in the preview and describe the changes you want AI to make.
- Flexible Starting Points— Start from scratch or build upon your existing Client Portal experience.
- Custom Domains— Publish your portal with a custom address and connect up to 10 custom domains.
- Dark Mode Support— Switch the builder between Light, Dark, or System themes without affecting your portal's design.



🎯 Why It Matters
Previously, creating a unique Client Portal experience meant working within predefined layouts or investing in custom development.
With
Vibe Coding
, your portal no longer needs to fit a fixed template. You can now design, build, and publish an experience tailored to your business using natural language
, while retaining the functionality of your existing Client Portal.Your members can browse courses, access lessons, participate in communities, and manage their accounts — all within your custom-branded experience.
🚀 What You'll Benefit From
- Build Without Coding— Turn your ideas into functional Client Portals using simple conversations with AI.
- Create Unique Experiences— Design layouts and journeys that reflect your brand instead of relying on fixed templates.
- Keep Everything Connected— Use your existing courses, communities, members, and content without rebuilding them.
- Iterate Faster— Make design and functionality changes instantly through AI prompts and visual editing.
- Launch Under Your Brand— Publish your customized portal with your own domain.
⚙️ Getting Started
- Enable Client App Builderfrom Labs.
- Open Client App Builder and choose to create a web experience.
- Describe your business, audience, and the Client Portal experience you want to build.
- Select your preferred design system and add brand images.
- Preview your generated pages and refine them using AI prompts or visual editing.
- Publish your customized Client Portal and optionally connect your custom domain.
Availability:
Vibe Coding is now available through Client App Builder in Labs
.Coming Next:
Ready-made industry templates, MCP support, and faster app generation.Have feedback or template suggestions? Join our Client Portal Community to share your ideas!
Creating a branded mobile app for your business just got easier! With
Client App Builder
, you can now turn your ideas into fully functional, branded Android apps using AI — without writing a single line of code.Simply describe your app, choose your branding, and let AI design and build the experience, seamlessly connected to your existing Client Portal.
✨ What's New?
- Build Mobile Apps with AI— Describe your business and the experience you want, and AI generates your app's screens, design, and functionality.
- Your Brand, Your App— Choose a design system and brand board to customize your app with your logo, colors, and images.
- Built-In Client Portal Integrations— Bring your existing courses, communities, files, appointments, and member accounts into your branded app.
- Ready-to-Use Authentication— Sign-in, sign-up, and member onboarding with join codes are built in.
- Build Through Conversation— Refine your app using simple prompts without losing your existing design. Customize screens and layouts as you go.
- Native Mobile Capabilities— Support device features like camera and photo access, along with custom objects to manage records directly from your app.
- Live Mobile Preview— See how your app looks and works on a phone before publishing.
- Publish Android Apps— Generate an installable Android APK directly from the builder, with visibility into build progress and errors.


🎯 Why It Matters
Previously, creating a custom branded mobile experience required significant development effort or working within the limitations of predefined templates.
With
Client App Builder
, you can create an app tailored to your business using natural language, while keeping it connected to the Client Portal you already use.

Your members, courses, communities, and content stay connected — only the experience becomes uniquely yours.
🚀 What You'll Benefit From
- Launch Faster— Go from an idea to an installable Android app without traditional development.
- Build Your Own Experience— Create branded apps tailored to your business instead of relying on fixed templates.
- Keep Everything Connected— Give members access to their existing courses, communities, appointments, and content.
- Iterate Effortlessly— Make changes through AI conversations and preview updates instantly.
- Expand Your Brand— Offer members a dedicated mobile experience that reflects your business.
⚙️ Getting Started
- Enable Client App Builderfrom Labs.
- Open the builder and select Mobileas your app type.
- Describe the app you want to create, including your business, audience, and desired features.
- Select your design system and brand board.
- Preview your generated app, refine it through AI prompts, and customize the experience.
- Click Publishto generate your installable Android app.
Availability:
Client App Builder is now available under Labs
, with Android app publishing supported.Coming Next:
iOS publishing, mobile app templates, MCP integrations, and faster app generation.Have feedback or ideas? Join our Client Portal Community to share your experience!
📥 Overview
Your customers expect more than just text messages. They want engaging, interactive conversations that make it easier to connect with businesses.
That's why we're excited to bring
RCS Messaging to Labs
, giving agencies early access to richer, branded messaging experiences directly within HighLevel.And getting started is now easier than ever!
You can complete the entire RCS registration process directly within HighLevel
, without navigating external provider platforms.Simply enable RCS in Labs for the sub-accounts you want to onboard, and complete the guided registration process to start bringing richer messaging experiences to your customers.
📊 What's New?
✅ RCS Messaging Is Now Available in Labs
Agencies can enable RCS Messaging through Labs and choose which sub-accounts they want to onboard.
Start with a few clients, explore the experience, and expand as you're ready.
✅ Complete RCS Registration Without Leaving HighLevel
We've introduced a guided onboarding experience that walks you through everything needed to register your RCS sender.
Here's what the registration process looks like:
- Brand Identity:Add your business name, logo, description, contact information, and website details. Preview how your brand will appear to customers.
- Countries:Select the countries where you plan to use RCS messaging.
- Sender Details:Tell us how you'll use RCS, what messages you'll send, and how customers give consent to receive them.
- US Verification (if applicable):Provide additional business and messaging details if you're registering for the United States.
- Review & Submit:Review your information and submit your registration for approval.
Your progress is saved automatically
, so you can complete registration at your own pace.Once submitted, you can track your sender's approval status directly in HighLevel.
✅ Bring More Engaging Experiences to Every Conversation
Once your RCS sender is approved, you can go beyond traditional SMS with:
- Branded Messaging:Display your business name and logo for a more recognizable experience.
- Rich Cards & Carousels:Showcase products, services, and offers with images and interactive content.
- Interactive Buttons:Help customers take action directly from a message.
- Suggested Replies:Make it easier for customers to respond with a single tap.
✅ Use RCS Across Your Existing HighLevel Tools
Bring rich messaging into the tools you already use:
- 1:1 Conversations:Connect with customers through interactive messages.
- Bulk Messaging:Reach multiple contacts with engaging RCS content.
- Workflows:Build automated customer journeys with rich messages and interactive actions.
- RCS Templates:Create and reuse rich content for consistent communication.
🧪 How to Enable RCS Messaging
Getting started takes just a few steps.
Step 1: Enable RCS in Labs
- Navigate to Agency Settings → Labs.
- Search for RCS Messaging.
- Enable the feature.
Step 2: Start RCS Onboarding
- Open the sub-accountwhere you want to set up RCS.
- Navigate to Settings → Phone System → RCS Messaging.
- Start the guided registration process.
- Complete the required details and submit your sender for review.
Once your sender is approved, its status will change to
Live
, and you can start using RCS messaging.💡
Tip:
You can enable RCS for multiple sub-accounts, giving you the flexibility to introduce rich messaging to different clients at your own pace.🔍 Why It Matters
RCS brings a more engaging way to communicate with your customers while keeping everything within HighLevel.
💬
Make conversations more engaging:
Go beyond plain text with rich cards, images, and interactive buttons.🎯
Make it easier for customers to take action:
Let them explore offers, respond to questions, and interact directly from their messaging app.⚡
Get started with less effort:
Complete registration and manage your RCS senders without leaving HighLevel.🤝
Offer more value to your clients:
Introduce richer messaging experiences across the sub-accounts you manage.🚀
Grow at your own pace:
Start with selected clients and expand as you're ready.RCS isn't just about richer messages. It's about making every customer interaction more useful, engaging, and actionable.
💡 Good to Know
* RCS Messaging is currently available through
Labs
.* RCS sender registrations
require carrier and provider approval
before live messaging can begin.* Availability depends on
supported countries, carriers, and recipient devices
.* You can
save your registration progress
and return to complete it later.* You can add
test devices to try RCS messaging
before your sender goes live. 💬 Your Feedback Matters!
This Labs release is an important milestone in bringing RCS Messaging to more HighLevel customers.
As you explore the onboarding experience and start using RCS,
your feedback will be crucial in shaping what comes next
.We'd love to hear what works well, what could be simpler, and what additional capabilities would make RCS even more valuable for your business.
Thank you for helping us build the next generation of messaging in HighLevel!


What’s new?
Workflow Maps now includes guided onboarding and a resource hub to help you understand the map and discover its features as you explore.
Start with an introduction to the map, choose your preferred view, and get relevant guidance for tasks such as tracing a contact, reviewing errors, and checking asset usage.
Why this matters
A visual map introduces a different way to explore automation. Guided onboarding helps you learn the controls in context, while Resources gives you somewhere to return when you need a walkthrough or quick reference.
How it works
Open
Automation > Workflows > Workflow Maps
to begin exploring.- Get oriented:The first-visit introduction explains the map and lets you choose between2Dand3D.
- Learn in context:Relevant prompts introduce features as you explore workflows and their connections.
- Follow walkthroughs:Get guidance for reviewing errors, tracing contacts, inspecting folders, checking asset usage, and filtering the map.
- Open Resources:UseHelpon the map to find guides for the task you want to complete.
- Find a quick answer:Search Resources or use theCheatsheet,Supported assets, andFAQsections.
Common use cases
- Introduce a teammate to Workflow Maps.
- Learn how to investigate an asset’s usage across folders.
- Find guidance while troubleshooting a contact journey or workflow error.
Additional notes
- Onboarding guidance appears based on how you use the map.
- Editing guidance is shown where your permissions support those actions.
- Resources remain available when you need to revisit a topic.
Preview


🧭 Overview
Rentals now supports Additional fees — mandatory charges that are automatically applied to every booking for a listing, such as cleaning fees, resort fees, service fees, and damage waiver fees. Admins can create reusable fee templates from a global catalog, attach them to one or more listings, and configure flexible pricing with full tax support. Customers always see fees upfront in the booking widget and as clear line items on their invoices — no surprises at checkout.
🚀 What's New?
✅ Global Fee Catalog
Admins can now create reusable Additional fee templates from Calendars → Calendar settings → Rentals → Additional fees. Each template defines the fee name, pricing type, amount, and tax — and can be attached to as many listings as needed without recreating it each time.
✅ Flexible Pricing Options
Fees support two pricing types: Flat amount (a fixed dollar charge) or Percentage (applied to the base rental subtotal). Flat fees can be further configured as Per booking (one fixed charge per booking) or Per booking unit (charged per hour, day, week, or month based on the listing's booking unit).
✅ Price Overrides
You can also override a fee's amount for a specific listing without affecting the global template or other listings via the Inventory & pricing tab for a specific listing.
✅ Transparent Customer Experience
Fees are always visible to customers before checkout — included in the first total shown in the booking widget and itemised under invoices.
✅ Tax Configuration on Fees
Taxes can be applied to additional fees independently of the base rental price. Tax on fees is calculated on the fee amount and displayed as a separate line item — keeping fee amounts and tax reporting clean and accurate.
🧩 How to Use It
- Go to Calendars → Calendar Settings → Rentals → Additional fees.
- Click + New additional feeand fill in the fee name, pricing type (Flat or Percentage), amount, and pricing unit.
- To attach a fee to a listing, click the Editicon for that listing, navigate to theInventory & pricingtab, scroll down to theAdditional fee sectionand click on+ Additional fee
- To override a fee's amount for a specific listing, open the listing's Inventory & pricing tab, find the fee under Additional fees, and click the edit icon on the amount.
- To configure tax on a fee, edit the fee and click Configure tax.
🎯 Why This Matters
- Rental businesses — from short-term properties to equipment and venue rentals — have long needed a native way to apply charges like cleaning fees and service fees without baking them into the base price or using workarounds like duplicate listings.
- Fees are always shown upfront to customers, eliminating pricing surprises and reducing disputes at checkout.
- Reusable global templates with listing-level override support give admins full flexibility without having to recreate the same fee across every listing individually.
- Full tax support on fees keeps financial reporting accurate and ensures invoices are compliant.
- This brings Rentals in line with industry-standard booking platforms and removes a key gap that was preventing beta users from going fully live with the module.







🧭 Overview
Service businesses often sell retail products as part of the same visit. You can now add retail products to a service appointment from the in-app appointment modal. Services, products, payment, and inventory then sit in one place, with a single total that reflects everything the customer is buying.
🚀 What's New?
✅ Add products when you book or edit an appointment
Pick a product or variant from your catalog in the appointment modal, when creating an appointment or editing an existing one. There's no need to cancel or recreate anything.
✅ Set quantity and price per product
You can add multiple units of the same product as needed, and you can override its unit price for that appointment, while ensuring that the catalog price never changes.
✅ One total, one payment view
Products appear alongside services in the appointment details and in the Payments tab. If you change products on an appointment that already has payments, the payment status shows whether more payment is due or a refund is owed.
✅ Inventory that keeps itself up to date
For products with inventory tracking, stock goes down when you add a product and comes back when you remove it or lower the quantity. If there isn't enough stock, you see a clear error. Products set to "Continue selling when out of stock" are respected, and products without tracking are unaffected.
🧩 How to Use It
- Open the service appointment modal (new or existing) and click on + Add product.
- Select the product, then adjust the quantity or price if needed. The total updates as you go.
- Save, and review the full breakdown in the Payments tab.
Note:
- The products are created and managed under Payments > Products and not directly under Services
- Retail products can only be added to appointments via in-app. They aren't available on the customer booking page.
🎯 Why This Matters
- Staff can sell services and products in one visit, without a separate product order.
- The appointment total and payment status reflect the full customer transaction.
- Inventory stays accurate without manual updates when products are sold through appointments.
- Past appointments always show exactly what was sold, even if the catalog changes later.




🧭 Overview
Rentals now supports Add-ons — optional extras that customers or admins can attach to a booking, such as a pet fee, GPS unit, guided tour, or equipment insurance. Admins can build a global catalog of reusable add-ons, attach them to listings, and configure flexible pricing with quantity controls, images, and tax support. Customers see add-ons in a dedicated section of the booking widget, can select quantities, and watch their total update in real time — with every selected add-on appearing transparently as a line item on their invoice.
🚀 What's New?
✅ Global Add-on Catalog
Admins can now create reusable Add-on items from
Calendars → Calendar Settings → Rentals → Add-ons
. Each add-on includes a name, description, image, pricing configuration, max quantity, and tax settings — and can be attached to as many listings as needed without being recreated each time.✅ Flexible Pricing Options
Add-ons support
Flat amount
(fixed charge) or Percentage
(of base rental subtotal) pricing. Flat add-ons can be further configured as Per booking (one fixed charge) or Per booking unit (charged per hour, day, week, or month matching the listing's booking unit). Max quantity is a flat cap per booking — set how many of each add-on a customer can select.✅ Listing-Level Attachment & Editing
Add-ons can be attached to listings directly from the global catalog — ideal for attaching one add-on across multiple listings at once — or from the
Add-ons
tab within each individual listing. Add-on settings can be edited at listing level, with changes applying globally across all listings sharing that add-on.✅ Customer-Facing Booking Widget
After selecting dates, customers see a dedicated Add-ons section with image cards, names, descriptions, prices, and quantity selectors. Selecting or removing an add-on updates the total price dynamically. Add-ons marked Hide from booking page are not shown to customers but can still be added by admins.
✅ Tax Support
Taxes can be independently configured per add-on and are shown as a separate line — keeping amounts transparent and tax reporting accurate.
🧩 How to Use It
- Go to Calendars → Calendar Settings → Rentals → Add-ons.
- Click + New Add-onand fill in the name, description, image (optional), pricing type, amount, pricing unit, and max quantity.
- Optionally select listings to attach directly from the create modal, then click Create Add-on.
- To attach or update listings on an existing add-on, click the Editicon from the Add-ons table and manage listings from there.
- To configure tax on an add-on, save it first, then edit it and click Configure tax.
- Customers will see the Add-onssection in the booking widget after selecting dates. Admins can also add, remove, or update add-on quantities on existing bookings from the booking edit screen.
🎯 Why This Matters
- Rental businesses can now upsell optional extras natively — eliminating workarounds like duplicate listings, manual invoicing, or external tools just to offer a pet fee or GPS unit.
- Real-time price updates in the booking widget give customers full visibility before confirming, improving trust and reducing post-booking disputes.
- A global catalog with listing-level attachment means operators manage add-ons in one place, not inside every listing individually.
- Full tax and invoice support ensures add-on charges are handled correctly end-to-end — from widget to receipt.
- This closes a top-requested feature from users and brings Rentals in line with industry-standard booking platforms.






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