Changelog

Follow up on the latest improvements and updates.

RSS

Overview
We've shipped major improvements to how AI Builder links data into AI actions and the Create Task action, making generated workflows significantly more accurate and reliable.
What's New
Smarter Data Linking Across AI Actions
AI Builder now correctly passes the actual variable or data into action fields instead of inserting redundant prompts or instructions. Previously, AI Builder would inject a full prompt into an action's input field (e.g., "Summarize the following text into bullet points...") rather than simply passing the variable holding the value. Since these actions already know what to do, the extra instructions were redundant and sometimes caused unexpected output.
Now, AI Builder cleanly passes just the relevant variable (e.g., {{message.body}}, into each action's input field, letting the action perform as designed.
Actions improved:
  • AI Summarize — Passes the target variable directly into the input field instead of wrapping it in summarization instructions.
  • AI Translate — Passes the source text variable cleanly, no longer adds translation prompts on top.
  • AI Intent Detection — Correctly links the content variable for sentiment or intent analysis.
  • AI Decision Maker — Passes the standard value for the content on which the decision needs to be made. Also resolves an issue where branch names were being left empty by AI Builder.
Screenshot 2026-04-02 at 4
Create Task Action Improvement
The task description field now contains an actual, human-readable task description for the assignee, not a prompt instructing the system to create a task.
Before: Description would read something like "Create a follow-up call task for the new lead."
After: Description reads something like "Follow up with {{contact.name}} to discuss their inquiry and schedule a discovery call."
This makes the generated task immediately actionable for the person it's assigned to.
Why This Matters
These improvements make AI Builder-generated workflows production-ready out of the box — less manual cleanup, fewer broken automations, and a much smoother experience from prompt to live workflow.

new

improved

Automations

Clarifying Agent in AI Builder

The AI Builder now gathers missing context before generating or editing workflows, producing significantly better first outputs and reducing the need for follow-up revisions.
What's New
Previously, when a user provided a vague prompt like "follow up with the customer," the AI Builder would make assumptions and generate a full workflow — often requiring multiple rounds of revision. The same applied to edit requests: vague instructions led to changes that didn't always match user intent. Each revision cycle passed the entire workflow in context, increasing time to value.
The new Clarifying Agent detects gaps in the user's request and surfaces up to three focused questions before generation or editing begins. By collecting the right inputs upfront, the AI Builder delivers a more accurate first output for both new builds and edits, with fewer revisions and lower cost per interaction.
ezgif
When Does It Activate?
The Clarifying Agent only intervenes when specific, high-impact details are missing:
  • Trigger not specified — The user hasn't defined what initiates the workflow (e.g., form submission, appointment booked, tag added).
  • Channel not provided — The user hasn't indicated the communication channel (e.g., SMS, email, WhatsApp).
  • Timing not defined — The user hasn't specified when an action should occur (e.g., immediately, after one hour, after one day).
  • Unsupported platform referenced — If the user mentions a channel that isn't supported, the agent flags it and asks which supported channel to use instead.
How It Works
Open the AI Builder and describe the workflow you want to build or the edit you want to make.
If key details are missing, the Clarifying Agent surfaces targeted questions before the AI proceeds.
Select from the provided options or type a custom response.
Skip any question to let the AI decide on your behalf.
The AI Builder generates or edits the workflow with all additional context incorporated.
Questions are presented in a clean multiple-choice format. When multiple questions are surfaced, navigation arrows allow users to move between them. Every question is skippable.
Why This Matters
The quality of any AI-generated output depends on the context it receives. The Clarifying Agent ensures the AI Builder has the right inputs before it begins, leading to better first outputs, fewer post-generation revisions, and a faster path from idea to live workflow.
Overview
We’ve improved the contact merge experience. Previously, when merging duplicate contacts, documents associated with secondary contacts were not transferred to the primary contact. With this update, there is a seamless document transfer during the contact merge operation.
What’s new?
  • Documents from
    secondary contact(s) are now automatically transferred
    to the primary contact during a merge.
  • All associated files are preserved and accessible within the primary contact record.
  • Eliminates the need for manual re-uploading
    or tracking of documents post-merge.
How to use
  • Navigate to the
    contacts
    section
  • Select the
    contacts you want to merge
  • Choose the
    primary (master)
    contact
  • Complete the
    merge
    as usual
  • Once merged, go to the documents section of the primary contact to view all combined files
blurred_contacts_final
Screenshot 2026-04-02 at 2
Why does this matter?
  • No data loss:
    Ensures all important documents remain intact during merges.
  • Improved efficiency:
    Reduces manual effort required to manage files across duplicate contacts.
🎉 Overview
Introducing the Announcements Builder — a new way for agencies to create, customize, and schedule banner notifications for their sub-accounts. Deliver targeted messages directly inside the platform with full control over visibility, timing, and behavior.
🚀 What’s New
Builder Experience
  • Step-by-step announcement creation flow (Content, Style, Audience, Schedule)
  • Real-time preview while configuring announcements
Screenshot 2026-04-01 at 6
Flexible Targeting
Show banners at:
  • Agency level
  • Sub-account level
  • Both
Screenshot 2026-04-01 at 6
Smart Scheduling
  • Control start and end timing
  • Set frequency (Always, Weekly, Monthly)
Screenshot 2026-04-01 at 6
CTA & Redirection
  • Add actionable buttons with configurable behavior
  • Support for in-app navigation or external URLs
Screenshot 2026-04-01 at 6
Priority-Based Display
  • Critical, Warning, General hierarchy ensures important messages show first
Management
  • Draft and Active states
  • Easy editing and updates
💡 Why It Matters
Agencies can now communicate important updates directly within the platform—improving visibility, reducing missed actions, and ensuring users always see the most relevant information.

new

Chat Widget

Conversation AI

Embedded Live Chat Widget

Summary of the release:
You can now embed the
Live Chat Widget directly inside your website or funnel content
instead of limiting it to a floating chat bubble. This allows for a more integrated, conversion-focused chat experience aligned with your page layout.
👀 What’s New?
  1. Embedded / Inline Placement for Live Chat
  • New
    Embedded/Inline option
    under Widget Placement.
  • Renders the chat widget
    within page content
    (e.g., below hero section, inside forms, near CTAs).
  • Moves beyond traditional
    sticky/floating chat bubbles
    .
  1. Seamless On-Page Experience
  • Chat feels like a
    native part of your website layout
    instead of an overlay.
  • Improves
    visibility and engagement
    by placing chat exactly where users take action.
  1. Simplified Customization for Inline Mode
  • Focused customization options relevant to embedded experience.
  • Real-time preview reflects
    inline rendering inside the page layout
    .
  1. Flexible Deployment Across Digital Properties
  • Works across: Funnels, Websites, Landing pages, Custom HTML sites and all other places where widgets are supported.
  • Supports
    multiple embedded placements
    across pages.
  1. Mobile-Responsive by Default
  • Automatically adjusts layout for smaller screens ensuring a
    consistent mobile experience
    .
👷 How to Use?
  1. Navigate to
    Sites → Chat Widget
    .
  2. Create or open an existing
    Live Chat Widget
    .
  3. Go to the
    Style tab
    .
  4. Under
    Widget Placement
    , select
    Embedded/Inline
    .
image
image
  1. Customize widget appearance (theme, messaging, branding).
  2. Click
    Get Code
    and copy the embed snippet.
  3. Add the code to your:
  • Funnel (via Code element), or
  • Website (HTML/embed section).
  1. Publish the page — the widget will render inline within your content.
image
⭐ Why This Feature?
  • Higher conversion potential
    by placing chat at key decision points (CTAs, forms, pricing sections).
  • Creates a
    more natural, less intrusive experience
    compared to floating widgets.
  • Gives businesses
    full control over chat placement and UX design
    .
  • Enables better alignment with
    funnel strategy and page storytelling
    .
📝 Notes:
  • Existing
    Sticky widget behavior remains unchanged
    .
  • Embedded and sticky widgets can be used
    together across different pages
    .
  • No changes to
    chat routing, messaging, or backend workflows
    .
🧭 Overview
Ad Manager has undergone a
complete UI/UX overhaul across the entire product
— from campaign creation to performance tracking.
This revamp delivers a
modern, consistent, and scalable experience
, making it easier to create, manage, and optimize campaigns with better visibility and reduced friction.
✨ What’s New
🆕 End-to-End UI Revamp - All major surfaces are redesigned with a
clean, consistent design system
:
image
image
image
  • Campaign Builder flow
image
  • Campaign Listing page
image
  • Settings & configuration screens
image
  • Audience creation dialogs
  • Onboarding & first-time user (activation) experience
  • Review & publish screen
  • Ad preview sections
  • Error handling & warning prompts
image
image
📊 Campaign Listing with Quick Insights
  • New
    structured table layout
    for better readability
  • Accordion/dropdown view
    to quickly preview performance (Spend, Leads, Clicks, CPL, CTR, CPC, Results)
  • Improved filtering, search, and date range selection
🧱 Streamlined Campaign Creation
  • Cleaner
    step-by-step builder experience
  • Better grouping of inputs (objective, budget, targeting, creatives)
  • Improved validation with clearer
    error & warning prompts
👀 Improved Review & Preview Experience
  • Dedicated
    review screen before publishing
  • Enhanced
    ad preview visibility
    for better confidence before launch
🎯 Key Improvements
  • Faster campaign creation and navigation
  • Instant performance visibility without deep dives
  • Reduced errors with better validations and guidance
  • Unified experience across all ad platforms
💡 Why It Matters
This revamp transforms Ad Manager into a
more intuitive and scalable platform
, helping users move from setup → launch → optimization faster, with fewer errors and better decision-making.
What’s new?
We’ve improved the Trigger Stats experience in the workflow builder so it’s easier to view and understand trigger enrollment activity without leaving the workflow. You can now open a built-in stats view on the trigger itself to quickly see enrollment performance contacts attempted, matched / unmatched based on filtering criteria.
How it works
The stats section on each trigger gives you a quick snapshot of how contacts are moving through that trigger. From there, you can open a full dashboard to review attempted enrollments, matched and unmatched contacts, contact-level details, top unmatched reasons, and search results for specific contacts.
How to use it
  • Open a workflow and click the trigger in the builder.
  • Open the stats section to view trigger enrollment details.
  • Click on any of the stats or on the detailed stats view to review contacts, filter results, and unmatched reasons.
Why we built it
Trigger Stats helps you understand whether contacts are entering a workflow as expected and where filters may be blocking enrollment. With this improvement, it’s much faster to spot patterns, investigate specific contacts, and troubleshoot trigger behavior from the builder itself.
Additional notes
  • Available in both the standard builder and advanced builder.
  • The detailed view shows attempted, matched, and unmatched enrollments, plus top unmatched reasons.
  • You can search for a specific contact to check whether they matched and why they did not enroll.
You can view the change log for the full trigger stats here - https://highlevel.canny.io/changelog/trigger-stats-for-workflows
Preview:
Kapture 2026-04-01 at 21
Kapture 2026-04-01 at 21
We’ve introduced enhanced V2 Public APIs for Email, with expanded capabilities across campaigns, templates, and statistics to enable more powerful and flexible integrations.
🎉
What’s new?
  • Create, update, delete, and schedule campaigns via API, even batch scheduling of campaign is now possible through APIs
  • Introduced V2 APIs for all existing endpoints with improved capabilities, better structures, and richer response data like subject line, send data.
🚀
The new APIs
💡
What happens to previous APIs?
  • Existing APIs will continue to work as-is
  • No new improvements or features will be added
  • All future enhancements will be focused on V2 APIs
🎯
Impact
  • More powerful API capabilities for campaign management
  • Improved developer experience with cleaner and more consistent APIs
  • Better reporting and analytics access
  • Future-ready integrations built on V2 architecture
What’s new?
We’ve enhanced both Customer Booked Appointment and Appointment Status workflow triggers to support guest contacts. You can now choose who gets enrolled when an appointment-based trigger fires: Contact only, Contact and Guests, or Guests only.
How it works
When the trigger runs, the system checks who is attached to the appointment at that moment and enrolls records based on the option you selected. If you choose Contact and Guests, the workflow runs once for the primary contact and once for each guest. If you choose Guests only, the primary contact is skipped.
How to use it
  • Add a Customer Booked Appointment or Appointment Status trigger to your workflow.
  • In 'Who should be enrolled into the workflow?' choose Contact only, Contact and Guests, or Guests only.
  • Save the trigger and publish your workflow.
Why we built it
Appointment workflows were previously limited to the primary contact, which made it hard to automate reminders, confirmations, and follow-ups for multi-participant appointments. This update closes that gap and lets you message the right people automatically.
Additional Notes
  • Applies to Customer Booked Appointment and Appointment Status triggers.
  • None of your existing trigger configurations will be impacted, default behavior remains Contact only for backward compatibility.
  • For the appointment booked trigger, guests added after the appointment is booked are not enrolled by that earlier trigger event.
Preview
image
We’ve launched a brand new Reviews Overview Dashboard in Labs to give you deeper insights into your reputation performance—all in one place.
✨ What’s new
📊 Unified performance view
Track average ratings and total reviews over time
Visualise trends with interactive charts (monthly/yearly views)
image
⚙️ Customisable Dashboard
  • Show/hide sections with the new “Sections” control
  • Reorder modules to fit your workflow
image
🔎 Source & Page Filtering
Filter data by specific pages and review sources
Get more granular insights into where your reviews are coming from
🧠 AI Review Summary
Instantly generate concise AI summaries of customer feedback
Filter by selected sources, pages, and date ranges
😊 Sentiment Analysis
Understand customer perception with positive, negative, and neutral breakdowns
📩 Review Requests Analytics
  • Monitor requests across Email, SMS, and WhatsApp
  • Track funnel metrics: sent → opened → clicks → conversions
  • View source breakdown (workflow, bulk, direct)
image
💬 Review Response Insights
  • Measure response rate, AI vs manual responses, and unresponded reviews
  • Track average response time trends
image
🎥 Video Testimonials Tracking
  • Monitor requests sent, submissions, and engagement
  • View conversion performance and submission trends
  • Track average video length
image
🧩 Review Widget Performance
  • Analyse widget loads, impressions, and clicks
  • Understand on-site engagement with your reviews
📅 Flexible Date Filtering
Apply custom date ranges across all widgets for deeper analysis
🧪 Labs Feature
This feature is currently available in Labs. We’d love your feedback to help shape future improvements!
Do drop a feedback in Labs or reach out to us directly at reputation@gohighlevel.com or reshma@gohighlevel.com
Load More