Changelog
Follow up on the latest improvements and updates.
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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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1 New Survey Templates Published
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Other - 1
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2 New Facebook Ad Templates Published
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Automotive - Automotive Dealership & Sales
Marketing Agency - B2B Marketing Agency
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5 New Google Ad Templates Published
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Other - Recruiting Services
Medical - Direct Primary Care Provider
Marketing Agency - Event Marketing
Legal - Intellectual Property Law Firm
Insurance - Travel Insurance
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7 New LinkedIn Ad Templates Published
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Business Coaching & Consulting - Grant Writing Consultant
Marketing Agency - B2B Appointment Setting Agency
Finance - Business Valuation Firm
Creative - UX/UI Design Agency
Marketing Agency - Executive LinkedIn Ghostwriter
Real Estate - Commercial Real Estate Broker
Real Estate - Industrial Real Estate Broker














new
Phone System
Host Your Existing Number for SMS with Hosted Numbers
Hosted Numbers is now available in Labs, allowing Agency Owners and Admins to host an eligible US local and toll free number for SMS
✨ What’s new?
Businesses can retain the phone number their customers already recognise and use it for SMS in HighLevel, without disrupting their existing voice service.
The guided experience enables Agency Owners and Admins to:
Check whether a US local number is eligible
Verify ownership through an automated call
Select or add the number’s service address
Send an authorization letter for electronic signature
Track the request through verification, authorization, processing, and final checks
View hosted and in-progress numbers from both Hosted Numbers and Phone Numbers
✅ Hosted vs. SMS ready
A number marked Hosted has successfully completed the hosting process. It becomes SMS ready once all applicable requirements are complete:
Location identity verification, where required
Location-level A2P registration
Messaging sender setup
If the Location already has an applicable approved A2P registration, HighLevel reuses it, users do not need to repeat registration or select a campaign for every hosted number.
Toll free verification would be required in case if the number hosting is attempted for such a number type
Voice calls continue through the number’s current carrier throughout the process.
👥 Who can use it?
Agency Owners and Admins can initiate and manage hosting requests.
Sub-account users can discover Hosted Numbers and view requests for their Location, but an Agency Owner or Admin must initiate hosting.
Users with existing permission to complete identity or A2P requirements can perform those readiness actions for their Location.
🧪 Availability
Hosted Numbers is available under Labs for eligible accounts.
The initial Labs release supports eligible US local numbers, SMS hosting, one number per request, and Agency Owner or Admin initiation.
🚀 How to get started
Enable Hosted Numbers from Labs.
Go to Settings → Phone System → Manage Numbers.
Select Add Number → Host a Number.
Enter the US local number and follow the guided setup.







What's New
You can now set a usage limit for each of your SaaS clients and decide what happens when they reach it, for example bill them for the extra usage or stop the action. Usage limits start with Voice AI and Conversation AI.
- Clients see their usage.Each client's billing page shows how much they have used against their limit, with clear color cues as they get close, plus the dates their usage resets.
- You see who is close to the limit.In Manage Client, you can view every client with a limit in one place and filter by product or by how much of their limit they have used.
- Set limits when you onboard a client.Add usage limits as an optional step while setting up a new client with rebilling, so they are in place from day one.
- Clients can ask for more.If a client hits a limit and cannot upgrade their plan, they can request a higher limit from their billing page or from the limit prompt. You will see the request in Manage Client, on your agency dashboard and in the SaaS Configurator. Set the new limit you are comfortable with and approve it, or reject it with a reason, all without leaving the page.
- Everyone stays in the loop.You get an in-app and email notification when a client requests a higher limit. Clients get notified when their limits change, and when a request is rejected, with your reason.
Why It Matters
Heavy usage no longer has to mean surprise costs or an awkward conversation after something stops working. You stay in control of what each client can use, clients always know where they stand, and when someone needs more, it becomes a clear request you can say yes to, and charge for.
Notes
- Available to Pro agencies through Labs (beta program).
- Usage limits are available for Voice AI and Conversation AI today. Other products are not covered yet.
- Only sub-account admins can view usage on the billing page and request a higher limit.
- "Request higher limit" appears only for clients who cannot upgrade their SaaS plan. Clients who can upgrade see the upgrade option instead.
- Approving a request changes the client's limit only. It does not change what happens when the limit is reached.
- The Enable Rebilling flow and the bulk action do not support usage limits yet.
Coming Soon
- More products: usage limits for the phone system, email, automations and more.
- Usage alerts: in-app and email notifications at 50%, 80% and 100% of a limit, sent to both you and your client, so nobody is surprised.
- Usage limits in the Enable Rebilling flow and the bulk action.




new
Mobile App
See call quality live, rate it when you’re done 📶
Call quality depends on a lot outside the app - Wi‑Fi, mobile network, the voice provider, your phone, or the other person’s line. When a call started breaking up, you couldn’t tell which one was the cause. And once it ended, there was no easy way to tell us how it had sounded.
Now you can. Signal bars on every call show your connection while you talk. Tap them for details and a tip. After you hang up, a quick star rating tells us how the call sounded.
How to use this?
- Make or answer a phone call in the app. As soon as the call connects, a four-bar indicator appears on the call screen - green, orange, or red as your connection changes.
- Tap the bars to open Connection quality. You’ll see a plain-language summary (e.g. “Your connection is good”) plus Network, Device, and Audio, each rated Good, Weak, or Poor. Device covers connection type, Wi‑Fi strength, phone temperature, battery saver, and low data mode; Audio covers your mic, incoming audio, and where sound is playing.
- When the connection slips, you’ll get one tip that matches the situation (move closer to your router, switch to Wi‑Fi, check you’re online, turn off battery saver, etc.). Under Get help, open quick answers for “They can’t hear me,” “I can’t hear them,” and “Audio keeps breaking up.”
- After you hang up, rate the call. 4 or 5 stars sends straight away. 3 or fewer asks what went wrong: I couldn’t hear them · They couldn’t hear me · Choppy or robotic audio · Call dropped · Something else (optional note). The sheet opens on its own at most once a week — tap ☆ Rate this call anytime on the call end screen to rate any other call.





Availability
- Version: 4.27.x+
- Platforms: HighLevel, LeadConnector, White-Label (self-serve)
- Devices: iOS and Android
Good to know
- If the call cuts out for a moment, a soft reconnect tone plays until it’s back - replaces the old vibration and banner, on phone and WhatsApp calls.
- Call ratings for WhatsApp calls are next.
new
Mobile App
Phone System
Every call recording, not just one - Mobile
Mobile now shows every recording on a call, not just the first one. Each recording plays on its own and has its own transcript - so transferred or multi-leg calls aren’t missing the part that mattered most.
How to use this?
- Open Recents, a contact’s Call Details, or a call in Conversations.
- Find a call that has more than one recording.
- Play each recording (look for the 1/2, 2/2 labels) and read its transcript in Conversations.

Availability
- Version: 4.27.x+
- Platforms: HighLevel, LeadConnector, White-Label (self-serve)
- Devices: iOS and Android
Good to know
- Single-recording calls look the same as before.
- A transcript appears only when the backend has one for that recording.
new
Mobile App
Phone System
Who Answered the Call - Now on Mobile
Know who picked up every call - and on which device.
Call details on mobile now show who answered the call and the device they used. You get the person who actually took it, not just who the conversation is assigned to.
What’s New
- Answered By in call details- teammate name, or the phone number if no teammate answered
- Answering device at a glance- icon shows where it was picked up: web app, mobile app, phone number, or SIP
- Works across call types- regular, IVR, and WhatsApp calls
Why It Matters
With ring groups and call forwarding, the assigned user and the person who answered are often different. On mobile you couldn’t tell who actually took the call. Now you can — clearer accountability, faster follow-ups, and easier coaching.
How to Use
- Open Conversations and open a conversation with a call
- Long-press the call message → Details
- See Answered By with the name and device icon
Availability
- Version: 4.27.x+
- Platforms: HighLevel, LeadConnector, White-Label (self-serve)
- Devices: iOS and Android
Good to Know
- If answered on a phone number, numbers are masked
- No device icon is shown when the device is unknown
What’s Next
Same call context on call logs, so you can understand a call without opening Conversations.


new
Automations
AI Analyze Video: New Workflow Action
Your workflows can now watch video. The AI Analyze Video action is available under AI Actions. Give it a video URL and a prompt. Google Gemini watches the video, listens to the audio, and returns a text answer for the actions that follow.
This is a premium action. Each execution has an additional charge.

What's New
- Two Gemini models:Select Gemini 3.8 Flash (default) or Gemini 3.5 Flash Lite.
- YouTube support:Paste a public YouTube link. youtube.com/watch, youtu.be, and Shorts links all work.
- Direct video files:Use any public link to an MP4, MOV, WebM, MPEG, FLV, WMV, or 3GP file.
- Dynamic video URLs:Insert the URL from a previous step or a custom value. The video can come from a form, a webhook, or the AI Video Generation action.

- Picture and sound:The model understands what is shown and what is said.
- Flexible prompts:Ask for a summary, a transcript, a list with timestamps, or a yes or no check. The prompt supports custom values.

- Built in Test:Test the action right in the builder with data from your trigger, then read the Response before you publish. Here it summarizes the short film Big Buck Bunny.


Pricing
Video analysis is billed per execution based on the tokens consumed.
Your actual cost per analysis depends on how you configure the action. The main factors are:
- Model:The model you select.
- Video length:A longer video costs more than a short clip.
- Response length:A long, detailed answer costs more than a short one.
How to Use
- Go to Automation > Workflows.
- Open a workflow, then add the AI analyze video action from AI Actions.
- Select the model. The default is Gemini 3.8 Flash.
- Add the video URL. Type it in, or insert a value from a previous step or a custom value.
- Write the analysis prompt. Say what the AI should look for and how to answer.
- Open the Test tab and click Test Action to see the Response. This step is optional.
- Save the action. Use the Response value in the actions that follow.
Important:
The video URL must be public. Page links from Vimeo, TikTok, and similar sites are blocked by those sites, so use a YouTube link or a direct video file link instead.Why This Matters
A video used to be a dead end in a workflow. You could send a link, but nothing could read it. Now a workflow can watch the video and act on what it sees. No manual review, no note taking, no rewatching.
Save the summary to a custom field, send it in an email or SMS, pass it to a webhook, or feed it to another AI action. Pair it with AI Video Generation to check a generated video before it reaches a customer.
Good to Know
- Each action analyzes one video URL.
- The Response can include Markdown, such as headings and bullets. Ask for plain text in the prompt if you need it.
- A long video takes longer. A 10 minute YouTube video took about 30 seconds in our tests.
new
Client Portal
📅 Service Booking is Now Available in the Client Portal!
Booking and managing services just got easier! Your clients can now
discover, book, reschedule, and manage service appointments directly from the Client Portal
— without needing separate booking links or switching between platforms.With meetings and services available in one place, your clients get a smoother, more convenient booking experience.
✨ What's New?
- Book Services Directly— Clients can explore available services, select their preferred date and time, and complete bookings without leaving the Client Portal.
- Faster Booking Experience— Client information is automatically pre-filled, with support for booking single or multiple services depending on your setup.
- Easy Rescheduling & Cancellations— Clients can reschedule or cancel eligible service bookings based on your calendar settings.
- All Appointments in One Place— Meetings and service bookings now appear together underAppointments, organized into Upcoming and Past.
- Control Service Visibility— Choose which service booking pages are accessible to your clients through the Client Portal.





🎯 Why It Matters
Previously, clients had to rely on separate booking links to schedule services, creating unnecessary friction in their experience.
Now, the
Client Portal becomes a central destination for accessing services and managing appointments
, making it easier for clients to engage with your business.🚀 What You'll Benefit From
- Simplified Booking— Let clients discover and book services without leaving the Client Portal.
- Fewer Manual Steps— Reduce the need to share and manage individual booking links.
- Better Client Experience— Give clients one place to view, reschedule, and manage their appointments.
- Complete Control— Decide exactly which services are available for booking.
⚙️ Getting Started
Step 1: Enable Service Booking
- Navigate to Calendars → Services → Booking Pages.
- Open the booking page you want to make available.
- Under Client Portal, enableAllow booking from client portal.
- Click Save changes.
Step 2: Enable Appointments in the Client Portal
- Navigate to Memberships → Client Portal → Settings → App Permissions.
- Enable Appointments.
- Click Save.
That's it! Your clients can now discover and book your enabled services directly from their Client Portal.
Availability:
Service Booking is now available in the new Client Portal
.new
Automations
Test Your Workflow Right Inside AI Builder
AI Builder now tests what it builds. Describe a workflow, let AI Builder build it, then click Test workflow in the same chat. The test runs for real, every step reports back on the canvas, and AI Builder tells you in plain words what worked.

What's New
Test workflow, right in the chat
- Every time AI Builder builds or edits your workflow, its reply ends with a Test workflow button.
- Click it and the test opens inside the chat. Choose Enroll a contact or Test using events, pick the contact, and check the contact data before you start.
Watch the run live
- Click Start test run. The canvas shows each step as Running, then Success, Action skipped or End.
- The chat lists the run step by step, with a check next to every step that ran.

A summary you can read
- When the run ends, AI Builder writes a short test summary: which steps ran, which were skipped, and whether there were errors or missing data.
- Click any step on the canvas to see its Input and Output from the run.
Run another test
- Changed something? Click Run another test to test again with one click.
How to Use
- Open HighLevel Labs and turn on The New Test Workflow.
- Go to Automation > Workflows and open a workflow.
- Open AI Builder and describe the workflow you want, or the change you want.
- When AI Builder finishes, click Test workflow in its reply.
- Choose Enroll a contact and pick a contact, or choose Test using events.
- Click Start test run.
- Read the test summary. Click any step on the canvas to see its Input and Output.
- Save and publish your workflow.
Important:
A test runs the real steps. Tags are added, notes are written, and messages are sent. Test with your own contact when you do not want to reach a customer.Why This Matters
Building with AI is fast. Knowing it works used to be the slow part. You had to leave the chat, find the test, and dig through logs to see what happened.
Now build and test live in one place. Describe it, build it, test it, read the result. No guessing, no digging through Execution Logs, no hoping it works in production.
Good to Know
- Some actions are skipped in a test run. The summary and the canvas tell you which ones.
- Testing is optional. You can save and publish without testing.
new
Automations
Web Search Now Available in the AI Agent Action
Your AI Agent can now search the internet. Turn on Web search in the new Built-in tools section, and the agent looks up the facts it needs in the middle of a run. You can also point it to exact pages: paste their URLs in the Instructions, and the agent reads them when it needs them.
What's New
A Built-in tools section
- Built-in tools sits right below Tools in the AI Agent Action. These are abilities your agent has on its own, on top of the tools you add.
- Hover the (i) on a built-in tool to see what it does. Hover the crown to see what it costs.
Web search
- One toggle: Turn on Web search and the agent can search the internet during any run.
- The agent decides: It searches only when the task needs information it does not have.
- Your own sources: Paste a URL in the Instructions, and the agent refers to that page when the run calls for it.
- Static or live: Give the agent the pages you trust, and let it search the web for everything else.


Coming soon to Built-in tools
AI image generation and AI video generation are already live as separate actions. Both are coming to the AI Agent Action as built-in tools very soon.
Pricing
Web search is a premium tool. It is billed per search, on top of the AI Agent Action.
- OpenAI and Claude models: 1¢ per search.
- Gemini models: 1.4¢ per search.
How to Use
- Go to Automation > Workflows.
- Open a workflow, then add or open an AI Agent Action.
- Scroll down to Built-in tools and expand it.
- Turn on Web search.
- To point the agent to specific pages, paste their URLs in the Instructions. This step is optional.
- Save the action.
Worked Example: Rebate Questions, Answered From the Source
A heating and cooling company follows up on every quote request. Some leads ask about rebates, and rebate programs change often.
The AI Agent Action is set up like this:
- Instructions: "If the lead asks about rebates, read https://www.energystar.gov/rebate-finder before you reply. For any other facts you need, search the web."
- Tools: Send email and Send SMS.
- Built-in tools: Web search on.
A lead asks about heat pump rebates. The agent checks the rebate page you gave it before it replies. Another lead asks a question that page does not cover, so the agent searches the web for the answer. No stale facts, no guesswork, no manual lookups.
Why This Matters
Your agent is no longer limited to what it already knows. Prices, programs, and public details change all the time. Web search lets the agent check them at the moment it needs them.
You stay in control of the sources. Name the pages you trust in the Instructions, and tell the agent when to use them.
You pay only when the agent searches. A run that needs no search costs nothing extra.
Good to Know
- Each search is charged. A run with three searches is billed for three searches.
- Web search finds information. To act on it, the agent still needs the right tools, such as Send email or Send SMS.
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