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Users & Permissions

Password Compliance Enforcement

Phase 1: Users Password Compliance Enforced Across All Entry Points
Overview
As part of our ongoing commitment to strengthening platform security and maintaining compliance with updated security requirements, we have begun rolling out enhanced password security standards across the platform.
What’s new?
Password complexity validations are now live across all key entry points on the platform. Users will be required to set passwords that meet the following requirements:
  1. Minimum 12 characters
  2. At least one uppercase letter (A–Z), lowercase letter (a–z), number (0–9), and special character (e.g., !, @, #, $)
This has been enforced across the following flows. Image reference have been provided for more clarity.
  1. Signup/Activation image
  2. Password Reset & Forgot Password image
  3. Profile Update image
  4. Edit User Info image
Effective 4th June 2026, this applies to all new users and any existing users who change their password.
We've updated the invoice list in sub-account billing to make it significantly easier to understand your charges at a glance.
What's New
  1. See What You Were Charged For — Instantly
The invoice list now shows product names instead of raw invoice codes in the Products column. For invoices with multiple items, you'll see the first product name and a count of additional items — hover over it to see the full list.
  1. Cleaner Invoice Table
The old Invoice ID column has been removed. In its place, a Transaction ID is shown (truncated for readability) with a one-click copy icon so you can grab the full ID whenever you need it.
  1. Review Invoices Without Auto-Downloading
Clicking "View" on an invoice now opens a detail panel instead of immediately downloading a PDF. From there you can review the amount, payment method, status, and line items — then choose to View in Stripe or Download Invoice on your own terms.
  1. Know What's a Platform Charge vs. an External Charge
Invoices and products that come from outside the HighLevel platform are now clearly labeled "External", so you can immediately tell the difference between your platform subscription and any third-party charges.
💡
Why This Matters
These updates reduce guesswork when reviewing your billing history. You can now identify charges instantly, review invoices without unintended downloads, and clearly see where each charge originates.
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You can now customise the label on your Payment Link's checkout button — go beyond "Pay," "Book," or "Donate" with any text that fits your brand and offer. No code, no workarounds — just type it in and publish.
The Challenge
Your payment link is the last thing a customer sees before they commit. But until now, you were stuck choosing from three generic button labels — Pay, Book, or Donate. If your offer is a subscription, a registration, a membership, or anything in between, those labels just didn't fit. A mismatched CTA creates friction, and friction costs conversions.
✨ Our Solution
The Payment Link builder now includes a custom button text field under Advanced Options. Pick one of the default labels — or type in any label up to 50 characters. Your custom text appears instantly on the checkout preview, so you know exactly what your customers will see before you share the link.
🏆 How This Supercharges Your Business
  • Convert more buyers
    : A CTA that matches your offer reduces hesitation at checkout.
  • Stay on-brand
    : Use the exact language your audience responds to — "Claim Your Spot," "Subscribe Now," "Get Instant Access," and more.
  • Move faster
    : No need to work around generic labels with product naming hacks. Change your button text in under 30 seconds.
  • Works across every use case
    : Courses, events, services, memberships, donations — one builder, any CTA.
🛠️ How to Get Started
  1. Open your Payment Link builder → Go to Payments → Payment Links and open an existing link or create a new one.
  2. Scroll to Advanced Options → Under "Call to action for payment link button," open the dropdown.
  3. Choose a default or go custom → Select Pay, Book, or Donate — or click the custom text field and type your own label (up to 50 characters).
  4. Preview and publish → Your button text updates live in the checkout preview on the right. Hit Save when you're happy.
Good to Know
  • Custom button text is available on all Payment Link types.
  • Maximum 50 characters for custom labels.
  • Available on Web (Payment Link builder). Customers see the custom text on all devices.
  • Changes apply to new sessions; customers already on a checkout page will see the previous label until they refresh.
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25th of June, 2026
Inbound call routing by working hours
You can now choose to receive inbound calls only during your working hours. Turn on "Only ring during working hours" from your profile, pick the schedule that defines your availability, and any inbound call that arrives outside those hours will skip you automatically and go to the phone number's existing backup.
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The setting is off by default, so nothing changes until you turn it on. During your working hours, calls ring you exactly as they do today.
Where to find it:
  • Settings > My Profile, in the "Inbound call routing" card.
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  • Admins can also manage it for team members under Settings > My Staff > Edit > User Availability.
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How it works:
  • Direct calls: if you are assigned and outside your hours, the call skips you and goes to the number's backup.
  • Ring all: only teammates outside their hours are skipped. Everyone still within hours rings as normal. If everyone is outside hours, the call goes to the number's backup.
  • Call menu (IVR): if a connect step is set up to ring you and you are outside your hours, you are skipped while the other people and numbers on that step still ring. If you were the only target, that step connects no one and the workflow continues on its normal "not connected" path.
  • Forwarding numbers are respected: if your own phone is also set as the phone number's forwarding number or business number, it is automatically skipped too when you are outside your hours, so the call still goes to the backup instead of reaching you.
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Mark yourself off for holidays
: the schedule that powers this feature supports date-specific hours, which override your normal weekly hours for a single date. Add a date-specific day with no hours to take yourself off inbound calls for a holiday or a day off, without touching your regular weekly schedule.
For admins, control who can change this: this setting is tied to the "Manage calendars" permission. If you do not want a staff member changing their own call availability, remove the "Manage calendars" permission from their role under Settings > My Staff > Roles and Permissions. When that permission is off, the "Inbound call routing" card cannot be used for that user and any attempt to change the setting is blocked. This lets you keep control of after-hours call routing for your team.
Known limitations in this release:
  • Transfers are not covered yet. This release applies to inbound calls to assigned users, ring all, and call menu (IVR) steps. Transferred calls are planned for a future update.
  • No per-user backup options yet. Calls outside your hours follow the phone number's existing backup.
🤔
Problem Statement
Agency owners often create Email AI templates on behalf of their clients. However, if Email AI was disabled for a location, agency users couldn't access it there. This forced them to create templates in a few enabled locations and manually share them across other locations, resulting in extra effort and duplication.
What we did
  • Enabled Email AI access for agency users across all locations.
  • Agency users can now create and manage Email AI templates wherever they are needed.
  • Location users continue to have Email AI access based on their location's Labs configuration.
  • Added a
    "Visible to Agency Users Only"
    tag to avoid confusion for Agency users when Email AI is disabled for a location.
🏆
Benefits
  • Allows agency users to create Email AI templates in any location.
  • Eliminates the need to manually share templates across locations.
  • Reduces operational effort and duplicate work.
  • Preserves existing location-level access controls for location users.
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What's New
We have just added one more language to our Custom Code Action. Now you can change the language from the dropdown by selecting Python.
This enhances the already powerful action and opens up new avenues.
Screenshot 2026-06-25 at 6
Ask AI V2 reimagines the HighLevel mobile AI assistant so you can get real answers and take real action from anywhere, not just from a laptop. Ten interactive response types, searchable history, and live streaming, all rendered natively.
🤔 The Challenge
You don't run your business from a desk. But until now, the mobile AI couldn't keep up. Answers were flat text, with no history to return to and no way to act on what the AI told you. So the real decisions waited until you were back at a computer.
✨ Solution
Ask AI V2 brings the full AI experience to your phone. Ten artifact types - charts, data tables, code blocks, approval flows, question wizards, and more render natively and respond to touch. Answers stream in real time, and your entire conversation history is searchable. You decide and act on the move.
🏆
How This Supercharges Your Business
  • Decide on the move: Interactive charts and data tables put real business insights in your hand between meetings, on a client site, anywhere.
  • Act, don't just ask: Approval flows and multi-step question wizards let you complete structured tasks from your phone, no laptop required.
  • Never lose a thread: Searchable conversation history lets you resume any session the moment you pick your phone back up.
  • Trust what you see: Real-time streaming and a live thinking indicator show the AI's reasoning as it works, not just the final answer.
🛠️
How to Get Started
Open Ask AI: Tap Ask AI in the HighLevel mobile app.
Ask anything: Type your question in the composer bar.
Interact: Tap charts, copy code, follow a wizard, or tap Sources to see what web search found.
🛠️
What's Next?
We're expanding what renders natively on mobile. The Canvas preview pipeline (9 preview types) is already built and will activate via a backend toggle, no app update needed. More artifact types and richer interactions are on the roadmap.
Roll-out & Availability
Roll-out & Availability
| Release Date | June 18, 2026 |
| Available Version | 4.18.1 (build 833) |
| Status | Public |
| HighLevel | ✅ |
| LeadConnector | ✅ |
| WL App | ✅ |
| Platforms | iOS & Android |
Good to Know
  • Full dark mode support across all artifact types, matches your device theme automatically.
  • Model selection available (Claude Sonnet 4.6 by Anthropic).
  • Canvas preview pipeline (9 preview types) ships dormant; activates via backend toggle.
💬 We Want to Hear From You!
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🔔
What's New
We've improved the discoverability of Notifications in Forms, Surveys, and Quizzes by moving it from an icon-based entry point to a dedicated Notifications tab within the builder.
In addition, we've enhanced builder tooltips with clearer descriptions, contextual messaging, and direct Learn more links to relevant Help Center articles, making it easier for users to understand settings without leaving the builder.
These changes were driven by user feedback, particularly from new users who found it difficult to locate notification settings and understand certain builder options without assistance from support.
🚀
Key Highlights
  • Notifications now have a dedicated Notifications tab inside the builder.
  • Improved visibility and discoverability of notification settings.
  • Enhanced tooltips across Forms, Surveys, and Quizzes with clearer guidance and contextual messaging.
  • Added Learn more links to relevant Help Center articles for supported tooltips.
  • Reduced reliance on support for locating and understanding notification and builder settings.
  • Creates a more intuitive and user-friendly experience for both new and existing users.
⚙️ How It Works
Previously, notification settings were accessed through an icon within the builder, making them easy to overlook, especially for new users.
With this enhancement, Notifications are now available as a clearly labeled tab, ensuring users can quickly find and manage notification preferences without additional guidance.
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We've also improved several builder tooltips by providing more descriptive explanations, contextual messaging based on the selected product or field type, and direct links to Help Center documentation where applicable.
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This allows users to better understand configuration options without interrupting their workflow.
📝 Notes
  • No changes have been made to existing notification functionality.
  • This update focuses on improving accessibility, navigation, and in-product guidance.
  • Tooltips have been enhanced across Forms, Surveys, and Quizzes with clearer descriptions and contextual Help Center links where applicable.
  • Available across Forms, Surveys, and Quizzes.
By making notifications easier to find and providing more helpful in-product guidance, we're helping users get up and running faster while delivering a smoother, less frustrating onboarding experience. 🎉
WhatsApp Calling lets your team take and make real-time voice calls inside the same WhatsApp conversation, with no external dialer and no number sharing. It is built for support and sales teams who close faster on a call than over twenty messages. After a successful closed beta, it is now generally available on
Web
and the
mobile app
.
448256a0b5affce01e526ef6fb3a3b7b
> When a customer is stuck, frustrated, or ready to buy, a two-minute call beats twenty messages. Now you can make that call without ever leaving the thread.
1000391031 (1)
What's New
📞 Voice, right inside the conversation
  • Inbound and outbound calls:
    Native WhatsApp voice in the conversation view, with no external dialer needed.
  • Call buttons:
    One-click escalation from chat to voice, surfaced right in the conversation.
IMG_0210
⏰ Control when and how you take calls
  • Business calling hours:
    Set your available hours, plus a temporarily unavailable mode for breaks and holidays.
  • Built-in call permission:
    Request permission with a template when the service window is closed, or interactively through automation when it is open.
image (35)
📱 Now on mobile
  • Multi-sub-account inbound with zero setup:
    Receive WhatsApp calls no matter which sub-account is selected, with no per-sub-account configuration. Twilio-based flows require setup for each sub-account.
  • One-tap calling:
    Tap the call button, choose WhatsApp Call, and connect. If a call cannot be placed, you see exactly why.
  • Everything in your call logs:
    Every inbound and outbound WhatsApp call is logged alongside your other calls, and call permissions stay in the thread.
IMG_0212
📊 Log and report every call
  • Call disposition:
    Tag the outcome of every WhatsApp call from the Call Summary, then let it trigger the right follow-up automatically. Choose from your customizable disposition list and track results in Call Reporting.
How to Activate
Before you start, each sub-account needs a phone number in
connected
state, a WABA messaging limit at the
2,000 tier or higher
, and a phone number
not on coexistence
.
On Web
  1. Go to
    Settings > WhatsApp > Calling
    and select your
    phone number
    .
  2. Set a
    Friendly Name
    and choose who calls ring to under
    Ring WhatsApp Calls To
    (up to 6 people).
  3. Turn on
    Allow Voice Calls
    to make and receive calls.
  4. Optionally enable
    Allow People to Request a Callback for Missed Calls
    and
    Display Call Buttons
    .
  5. Set
    Available Call Hours
    and
    Temporarily Unavailable Call Hours
    to control when you are reachable.
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On Mobile
  1. Update to
    HighLevel
    or
    LeadConnector v4.18+
    (whitelabel apps: request an app update).
  2. Open a conversation and tap the
    call button
    .
  3. Select
    WhatsApp Call
    in the
    Select Call Type
    sheet and connect.
Ring WhatsApp Calls To
Decide who picks up when a WhatsApp call comes in. Add up to
6 team members
to the
Ring WhatsApp Calls To
list, and an inbound call will ring all of them at once so the first available person can answer. No missed call because one rep stepped away.
You have two ways to route:
  • Named users:
    Add specific people (for example, your Sales Team) who should always receive calls on this number.
  • {assigned user} token:
    Automatically ring the contact's assigned owner, so customers reach the rep who already knows them instead of a general queue.
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Use
Friendly Name
to label each configuration (for example, "Sales Team" or "Front Desk") so numbers stay easy to manage as you scale across sub-accounts.
Call Disposition
Every WhatsApp call ends with a
Call Summary
, so your team can capture the outcome in one tap and trigger the right next step without leaving the conversation. The moment a call ends, the summary shows the contact, the number, the call status (for example,
Completed
), and the call duration, then prompts the agent to select a
Custom Disposition
.
Screenshot 2026-06-25 at 2
Built-in and fully customizable
Every sub-account starts with default dispositions like
No Answer
,
Lead not interested
,
Voicemail
,
Follow Up
,
Requested Callback
, and
DND Spam
. Sub-account admins can edit these or add their own under
Settings > Phone System > Voice > Call Dispositions
, up to
10 per sub-account
. Agents pick one when the call ends. Logging is optional, and one outcome is saved per call to keep your data clean.
Trigger workflows automatically
Turn an outcome into action. In
Automation
, add a
Call Details
trigger, set the filter to
Custom Disposition
, and choose which outcomes fire which follow-ups, for example send a follow-up SMS or email, book an appointment, or add the contact to a pipeline or campaign.
Track outcomes in reporting
Every disposition is stored and surfaced in
Reporting > Call Reporting
as a Call Disposition column and filter, so you can see outcomes by user or team and spot patterns (for example, how many calls ended in "Requested Callback").
On mobile too
Custom Dispositions are live on the mobile app for both iOS and Android. Pick the outcome right from the call end screen. Note that on mobile, disposition options appear only when the selected sub-account matches the call's location, so use the Switch option if you take calls across multiple sub-accounts.
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Why it matters:
  • Cleaner pipeline data:
    every call outcome is captured at the source, not reconstructed from memory later.
  • Instant follow-up:
    dispositions fire workflows, so the next SMS, task, or appointment happens automatically.
  • Better reporting:
    see how voice calls move leads through your funnel and where they stall.
How Call Permission Works
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WhatsApp protects users from unwanted calls, so the rules depend on who starts the call.
When a customer calls you (inbound):
No permission is required. As long as
Allow Voice Calls
is on, customers can call your WhatsApp number any time, from any country where WhatsApp is available.
When you call a customer (business-initiated):
You need the customer's permission first. Today, permission is requested through a
template message
with a call permission request. The customer taps to accept, and you can then call them within the permission window.
When the customer receives the request, they choose how to respond:
  • Always allow calls:
    permanent permission to call them.
  • Temporarily allow calls:
    time-limited permission, valid for
    7 days
    .
  • Not now:
    the request is declined.
Screenshot_20260625-143024
Customers can update their preference any time from the business profile, and WhatsApp shows them the date your permission is valid until. Once permission is granted:
  • You can place up to
    5 connected calls in any 24-hour period
    during the active window.
  • As soon as a call connects, the limits reset and you can request permission again right away.
Guardrails to keep in mind:
  • You can send
    one permission request every 24 hours
    , and up to
    two requests in any 7-day period
    if the customer has not responded.
  • If
    4 calls in a row go unanswered
    , permission is automatically revoked and you will need to ask again.
These limits are set by WhatsApp, not by HighLevel.
Where Business-Initiated Calling Is Available
Inbound calls (customers calling you) work everywhere WhatsApp is available. Business-initiated calling (you calling the customer) is available in every location
except the USA, Canada, Turkey, Egypt, Vietnam, and Nigeria
, where WhatsApp does not currently permit it. In those countries you can still receive inbound WhatsApp calls and display call buttons so customers can reach you with one tap.
Why This Matters
Messaging is becoming the primary channel for customer conversations, and voice is the missing piece that closes the complex or high-intent moments. Keeping the call inside WhatsApp means your team keeps full context and a complete record, instead of pulling customers onto a separate line and losing the thread.
  • Faster resolution on complex queries, in one call instead of a long back-and-forth.
  • Higher conversion on high-intent leads, reached the moment they are ready to talk.
  • Fewer drop-offs from channel switching, with a complete and logged history of every conversation.
Resources
Chat history now shows only your own conversations.
Ask AI chat history on mobile now filters to
your
sessions only. You see the conversations you started not chats opened by other teammates in the same sub-account.
🤔 The Challenge
When multiple users in a sub-account used Ask AI on mobile,
chat history could show everyone's sessions
for that location. That made it hard to find your own threads and raised privacy concerns when teammates shared the same sub-account.
✨ Our Solution
Mobile now loads your Ask AI history per user, matching how access works on web. When you open
Chat history
, you see only the conversations you started. The list also refreshes automatically when you switch sub-accounts or sign in as a different user.
🏆 How This Supercharges Your Business
  • Protect privacy:
    Each teammate sees only their own Ask AI conversations.
  • Find chats faster:
    No more scrolling past someone else's sessions to reach your own.
  • Safer team rollout:
    Sub-account users can adopt Ask AI without exposing chat history across the team.
  • Stays in sync:
    History updates correctly when you switch location or sign in as a different user.
🛠️ How to Get Started
  1. Open Ask AI:
    Tap
    Ask AI
    from the FAB, home screen, or dashboard.
  2. View your history:
    Tap the history icon in the Ask AI header to open
    Chat history
    .
  3. Pick up where you left off:
    Select any of
    your
    past sessions to continue the conversation.
🛠️ What's Next?
  • Continued Ask AI mobile improvements as more sub-account users roll out across your team.
  • Ongoing parity between the mobile and web Ask AI experiences.
Roll-out & Availability
|
Release Date
| June 5, 2026 |
|
Available Version
|
4.18.0
(build 831) |
|
Status
| Public |
|
HighLevel
| ✅ |
|
LeadConnector
| ✅ |
|
WL App
| ✅ |
|
Platforms
| iOS & Android |
Good to Know
  • Scope:
    This change applies to the
    Chat history
    list only. It doesn't affect live chat or new messages.
  • Who sees what:
    Each logged-in user sees the sessions tied to their account within the current sub-account.
  • Switching context:
    History clears and reloads when you switch sub-accounts or when a different user signs in on the same device.
  • Empty history:
    If your location or user context isn't ready yet, you'll see an empty list rather than a partial or incorrect one.
💬 We Want to Hear From You!
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