Changelog
Follow up on the latest improvements and updates.
RSS
improved
Automations
AI Actions in workflows: Improved Naming and Organization
What's New?
We've renamed and reorganized AI related workflow actions for better clarity and easier navigation.
AI Actions Category:
All AI powered actions previously under the Workflow AI category now fall under the AI Actions category with clearer names:- AI Translate (formerly Workflow AI - Translate content)
- AI Summarize (formerly Workflow AI - Summarize Text)
- AI Intent Detection (formerly Workflow AI - Intent Detection)
- AI Decision Maker (formerly Workflow AI - Decision Maker)
Conversation AI Category:
Conversation AI Actions previously labeled as "AI Actions" in workflows have been moved to a new "Conversation AI " category for better organization.Why This Update?
With the rollout of AI Builder and other AI powered features in workflows, users were experiencing confusion between different AI functionalities. This action level reorganization and name change creates a clearer distinction and mental model.
What You Need to Know
All existing workflows using these actions will continue to function normally—only the names and categories have changed. No action required on your part.
new
improved
Calendar
Support for Custom Values in Calendars
You can now use your
custom fields and values
directly inside Calendar related settings across Calendars, Services, and Rentals
to create more personalized appointment experiences.What’s new?
Previously, when configuring text-based settings like email/SMS templates, meeting locations, or appointment titles, the selector only showed predefined system custom fields (for example,
{{contact.name}}
or {{appointment.start_time}}
).With this update, your
user-created custom values
are now available in the selector for personalization and lead enrichment.What’s changed
- A new “Custom Values”section is shown in the selector dropdown
- Custom values created at the sub-account level now appear inside the custom value selector
- Use the search bar to quickly search for your desired value
Why it matters
- 🎯 Personalize reminders, confirmations, and appointment details using your own data
- 🧩 Maintain consistency across Calendars and other parts of the platform
- ⚡ Faster setup without manual copy-pasting of custom values
This update gives you more flexibility and control over how appointment-related communication is personalized.
new
improved
Calendar
Phone Number Sync for Calendly Appointments
🧭 Overview
We’ve introduced a new phone number importer that ensures contact details from
Calendly appointments
are accurately captured in the system. Whether the phone number
is entered in the location field
or submitted through a form question
(Q&A), the system helps ensure the right number ends up in the contact’s profile — reducing manual updates.🚀 What’s New?
✅ Automatic Sync from Location Phone Number
- If the invitee's phone number is provided directly in the meeting locationand no phone fields are present in the form, it is automatically synced to the contact.
✅ Mapping Modal When Phone Numbers Come from Form Fields
If a
phone number field exists in Calendly form
, a mapping screen is shown, wherein:- You can choose from form fieldsorlocation phone field(if present)
- You can choose “Do not sync” if you don’t want any number mapped
This ensures clarity and control whenever numbers are collected via forms.
✅ Clean Handling When No Phone Fields Exist
- If the selected Calendly calendar(s) has no phone number fields(neither location nor form), the phone sync step is simply skipped — no prompts, no errors.
🗒️
Note
: For shared calendars, if any user updates the phone number sync option
— the change will apply to all users
linked to that calendar.🎯 Why This Matters
- Ensures phone-based meetings always have the contact number synced within the system
- Eliminates manual copying of numbers from Calendly into contacts
- Gives users control when multiple phone sources exist
new
improved
Calendar
✨ Add Multiple Date-Specific Hours for Services (v2)
Managing date-specific availability just got a whole lot easier.
What’s new?
Previously
, you could add date-specific hours for only one date at a time, which made setting availability across multiple days slow and repetitive. With v2
, you can now select multiple dates at once and apply the same working hours to multiple services and locations in one go.How it works
- Select multiple dates from the date picker when adding date-specific hours
- Set the start time, end time, services, and locations once
- Apply the setup in bulk across all selected dates
- Dates are automatically grouped for easier management
How date grouping works
When you select multiple dates, the system automatically groups consecutive dates together so they’re easier to manage later.
- Consecutive dates are grouped into a single block
- Non-consecutive dates are split into separate blocks
Example:
If you select
Jan 2, 3, 4, 5, 8, and 9
:- Jan 2–5will be grouped as one entry
- Jan 8–9will be grouped as another entry
You can edit or delete each group later without affecting others.
Why it matters
- ⏱️ Save time by avoiding repetitive date-by-date setup
- 🗂️ Cleaner organization with smart date grouping
- ✏️ Easy edits even after bulk creation
- ⚡ Faster setup for holidays, special schedules, or short-term availability changes
improved
Payments
Renamed SaaS Product Labels
What’s New?
To reduce confusion between different SaaS plans, we’ve updated the naming of existing plan labels across the platform.
Updated plan names:
- Agency Plan → SaaS V1 Plan
- SaaS Plan → SaaS V2 Plan
Impact:
- Applies to both new and existing products
- This is a label-only change — there are no pricing, feature, or billing changes
- Helps clearly differentiate between legacy and newer SaaS plan structures. No action is required from users.
Where Can I Find This?
Payments > Products
Visuals
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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🚀
3 New Funnel Templates Published
🚀------------------------------------------------------
Health & Wellness - 1
Creative - 1
Finance - 1
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🚀
1 New Email Templates Published
🚀------------------------------------------------------
Medical - 1
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🚀
1 New Form Templates Published
🚀-----------------------------------------------------
Travel & Hospitality - 1
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🚀
1 New Survey Templates Published
🚀-----------------------------------------------------
Marketing Agency - 1
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🚀
4 New Social Templates Published
🚀-----------------------------------------------------
Medical - 2
Other - 2
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🚀
5 New Google Ad Templates Published
🚀-----------------------------------------------------
Automotive - Auto Dealer/Sales
Beauty & Fashion - Skin Care Clinic
Business Coaching & Consulting - Real Estate Consultant
Creative - Video Production & Editing Services
Finance - Lender Services
------------------------------------------------------
📣
1 New Snapshot
📣------------------------------------------------------
Creative - Photographer
24cc320.png)
improved
Mobile App
Phone System
Sticky Phone Number on Mobile
Meet
Sticky Phone Number on Mobile
— a quality-of-life upgrade that keeps and maintains the outbound number you choose
for all subsequent calls. Fewer taps, fewer mistakes, faster dialing
—especially powerful alongside Local Presence Dialing.🚀 What’s New
- Your chosen number, remembered
: When you explicitly pick an outbound number, the mobile app persists that choice
across calls.- Crystal-clear reset rules: Your selection stays stickyuntil you log outoruninstallthe app.
- Applies where it matters: Works withUser Assigned NumberandDefault Sub-account Outbound Number.
- Local Presence stays smart:Unchanged behavior—Local Presence Dialing stilldynamically selectsthe best local number as it does today.
🔁
Before vs. Now
- Before: After every outbound call, the app reset the selected outbound number—even if you had just chosen one—creating friction (especially postLocal Presence Dialinglaunch).
- Now: Yourexplicit selection persists, so you don’t have to re-select an outbound number after each call.
⭐️
Big Wins, Fast
- Speed: Remove repetitive steps and place back-to-back calls without re-picking numbers.
- Consistency: Keep the same caller ID across sequences or campaigns when you want it.
- Confidence: Reduce misdials and ensure the number your contact expects is the one they see.
- Flow: Stay in the zone—dial, note, dial—with fewer interruptions.
👷♂️
How to Use This Feature
- Open the dialer in the HighLevel mobile app.
- Pick your outbound number (from User Assigned or Default Sub-account).
- Place your call—your selection now persists for subsequent calls.
- To change numbers, simply open the picker again and select a different outbound number.
- To reset to defaults, log out or uninstall/reinstall the app (this clears the sticky selection).
📱
Availability
- HighLevel Mobile App v4.5.0 and above
- LeadConnector Mobile App v4.5.0 and above
- Whitelabelled Mobile Apps (secure your updatethrough the Whitelabel Mobileself-service flowor through yourdedicated Account Specialist.
new
Mobile App
Phone System
Custom Dispositions on Mobile
Meet
Custom Dispositions on Mobile
— the fastest way to turn every call into clear next steps. Choose an outcome
right from your mobile app
, and let it power your workflows, reporting, and follow-ups
across iOS and Android. This feature is now live for HighLevel, LeadConnector, and Whitelabelled mobile apps.🚀
What’s New
- Call End Screen Support: Select a disposition the moment a call ends, or from the post-call view—no extra taps, no desktop needed.
- Single Disposition Selection: Capture one definitive outcome per call (e.g., Follow Up), so your data stays clean and your team stays aligned.
- Workflow-Ready: Use the Custom Disposition filter in workflows to trigger automations instantly—send follow-ups, create tasks, move deals, and more.
⭐️
New to Dispositions on Mobile? Big Wins, Fast.
Give your team
crystal-clear call outcomes
without switching devices:- Action at the edge: Reps log outcomes the second a call ends—no memory gaps, no admin pile-up.
- Instant momentum: Every disposition can trigger the next best action (texts, tasks, pipeline moves), keeping deals warm.
- Cleaner data, better reporting: Consistent outcomes mean sharper insights and easier coaching.
🔁
Already Using Dispositions on Web? Now It’s Seamless on Mobile.
Bring your existing process to the field—
no compromises
:- True parity: The same standardized outcomes you use on web are now one tap away on mobile.
- More automation, less friction: Keep your workflow triggers and reporting intact—even when reps work on the go.
- Higher compliance: Single-select outcomes reduce ambiguity and tighten data hygiene across the board.
👷♂️
How to Use This Feature
- Make or receive a call in the HighLevel mobile app.
- On the call end screen (or in the post-call view), you will see a list of all your custom dispositions.
- Choose one outcome (e.g., Follow Up, Qualified, etc.).
- If you see a notice about sub-account mismatch, tap “Switch” and change to the call’s sub-account, then select the disposition.
- To automate next steps, open Workflows (web) and add the Custom Disposition filter to your triggers or conditions.
- Use your reporting views to analyze outcomes (conversion, speed-to-follow-up, pipeline movement) across teams and timeframes.
📌
Mobile-Specific Notes
Sub-Account Matching Required: Dispositions appear only when your selected sub-account matches the call’s location. Because the app can receive calls across multiple sub-accounts, cross-sub-account dispositions aren’t supported. If needed, tap “Switch” on the call end screen to move to the correct sub-account and then apply the disposition.
📱
Availability
- HighLevel Mobile App v4.5.0 and above
- LeadConnector Mobile App v4.5.0 and above
- Whitelabelled Mobile Apps (secure your updatethrough the Whitelabel Mobileself-service flowor through yourdedicated Account Specialist
👀 What’s New?
Sound notifications in the Live Chat Widget have been expanded to cover
many more system and lifecycle messages
, ensuring website visitors don’t miss important updates during a chat session.Previously, sound alerts were limited to standard incoming chat messages. Now, sounds are also played for key moments like chat initiation, acknowledgements, welcome messages and form-related messages; all governed by the existing
“Notification Sound”
toggle.🧑🔧 How It Works
The Notification Sound toggle continues to live under:
Chat Widget > Chat Window > Additional Options
•
ON (default)
: A sound will play whenever a supported message is shown to the visitor.•
OFF
: All messages are delivered silently without sound, popup, or badge interruptions.
With this enhancement, sound notifications are now triggered for the following message types:
1. Live Chat & Session Flow
- Live chat intro message- when starting a live chat session and after successful contact form submission.
- Acknowledgement message- when a chat is acknowledged or ended.
2. Business Hours Handling
- Outside office hours welcome message: when business hours are disabled, when contact form is shown and when received during an active session.
3. System & Greeting Messages
- Subheading message: Initial greeting for new visitors, when no previous chats are available and during inline mode initialisation.
4. Forms & Redirects
- Contact details requested message: when the contact form is displayed
- Redirect message: after form submission when redirect is enabled
All of the above messages will now play a sound when they appear, provided the Notification Sound toggle is enabled.
⭐ Why It Matters
- Ensures visitors are alerted during every important chat interaction, not just agent replies.
- Improves responsiveness during chat initiation, acknowledgements and form-based flows.
- Maintains full control for businesses through a single toggle.
- Creates a more consistent and predictable chat experience for end users.
📝 Notes
- Notification Sound is enabled by defaultfor Live Chat widgets.
- The toggle applies to all supported chat messageslisted above.
- Sub-accounts can control this setting independently per widget.
- Disabling the toggle will suppress all sounds, while messages will still appear normally.
improved
SaaS Mode
New: Clear Add-On Cost Calculator for SaaS Plans 💡
When you include paid add-ons (e.g., WordPress, WhatsApp, Yext, Ad Manager) as part of a SaaS plan, HighLevel has always billed those add-on costs to you (the agency), not your sub-accounts.
To make this clearer and help you price your plans correctly, we’ve improved the Add-Ons section in SaaS Configurator.
✅
What’s New
Clearer Warning Message
A new, more prominent notice explains that:
- Sub-accounts will not be charged for add-ons included inside SaaS plans
- These costs are billed to your agency, so plan pricing should include your margin
Dynamic Cost Calculator
As you select add-ons, you’ll now see:
- The total monthly cost of all selected add-ons
- The cost per subscriber billed to your agency
- Updated instantly with every selection
This helps ensure your SaaS plan pricing covers your add-on expenses.
💡
Why It Matters
- Prevents surprises on your add-on invoice
- Helps you price your SaaS plans confidently
- Gives clearer visibility into your true cost of delivery
- Ensures profitability and better planning
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