Changelog

Follow up on the latest improvements andΒ updates.

RSS

πŸ‘€
What's New?
  • Four new SLA widgets are now available at the bottom of the Conversations section in the Dashboards widget panel
  • Track SLA met trend, SLA breached trend, average response time trend, and SLA performance across users and channels β€” all in one place
  • Each widget supports filtering by Assigned user and Message channel (Call, SMS, Email, Web chat, Facebook, GMB, Instagram) for precise segmentation
  • Works alongside the existing Conversations widgets you already have on your dashboard β€” no separate setup needed
  • SLA met and SLA breached are already available as dimensions in Custom Metrics β€” build KPIs like SLA Compliance Rate using the formula builder today
Screenshot 2026-06-02 at 7
Screenshot 2026-06-02 at 7
πŸ‘·
How It Works:
  1. Open any dashboard and click
    Edit Dashboard
  2. Click
    + Add Widget
    and scroll to the
    Conversations
    section
  3. The four SLA widgets are listed at the bottom β€” pick one, configure filters and chart type, and click
    Save Changes
Screenshot 2026-06-02 at 7
🌟
Why It Matters:
  1. Close the loop on conversation tracking
    β€” You already track volume and assignments in Dashboards. SLA widgets add the missing layer: were those conversations actually handled on time?
  2. Spot breach patterns before clients do
    β€” SLA breached trend shows exactly which time periods had the most SLA misses, so you can investigate and fix before it becomes a client conversation
  3. Track team speed over time
    β€” Average response time trend tells you whether your team is improving, plateauing, or slipping β€” not just what the number is today
  4. See performance by person and channel
    β€” SLA performance breaks down met and breached rates across users and message channels, giving managers a fair, data-backed view of individual performance
⏭️
What's Next?
NA
πŸ“
Notes:
  1. Conversations SLA widgets are limited to a 1-year date range
  2. All widgets support filtering by Assigned user and Message channel
  3. Available on all plans that include Dashboards & Reporting
What’s new?
The Book Appointment workflow action now supports a Timezone field. You can choose a fixed timezone or use a dynamic value, including the contact’s timezone.
How it works
When the action runs, the Start Date & Time is read using the selected timezone, then the appointment is booked for the correct absolute time. If no timezone is selected, it defaults to the account timezone.
How to use it
  • Open the Book Appointment action in a workflow.
  • Set the Start Date & Time and choose a fixed timezone or Contact Timezone.
  • Save the action.
Why we built it
Dynamic appointment times could be interpreted in the wrong timezone, causing bookings to land hours off for contacts in different regions. This gives you direct control so appointments are scheduled at the intended time.
Notes & limitations
  • The action uses the account timezone by default, users can tweak it to a specific timezone
  • The timezone is used to interpret the Start Date & Time and check slot availability.
  • If Override Availability is turned on, the appointment is booked without checking calendar availability.
  • This update applies to the Book Appointment action only.
Preview
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new

Opportunities and Pipelines

Control Who Can Create Pipelines

Admins can now control access to the Create Pipeline action through a dedicated permission setting.
What's New
A new permission has been added for the Create Pipeline action.
Admins can grant or restrict the ability to create pipelines on a per-role basis.
Users without this permission are unable to Create, Clone, or Duplicate pipelines.
Who's Affected
Agency Admins and Account Admins managing user roles and permissions.
Sub-account users whose pipeline creation access depends on their assigned role.
How to Use
  • Go to Settings β†’ My Staff β†’ select a user β†’ Roles & Permissions.
  • Locate the Opportunities section.
  • Toggle the Create Pipeline permission for the relevant roles.
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  • Save your changes β€” the access control takes effect immediately.
Note:
The Create Pipeline permission gates all pipeline creation actions, including Clone and Duplicate. Users without this permission will not be able to perform any of these actions.
Email Sequences is now live in Beta Labs, enabling users to automate threaded email conversations with delays, conditions, and smart scheduling.
Following strong interest during Private Beta - with 60+ agencies enrolled and continued access requests - early feedback has validated strong product-market fit and demand.
✨
Key Features
  • Single-threaded automated email conversations
  • Conditional sending based on open/delivery status
  • Stop on Reply automation
  • Support for designed and plain text emails
  • Sequence and step-level analytics
πŸ†
Impact
  • Automate follow-ups, reminders, and nurture campaigns
  • Improve engagement with behavior-based outreach
  • Maintain conversation context with threaded emails
  • Easier to create email automation without having to learn automations
πŸ—‚οΈ
How to Access
  1. Go to
    Settings
    β†’
    Beta Labs
  2. Enable
    Email Sequences
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  1. Navigate to
    Marketing β†’ Email β†’ Campaigns
  2. Click Create New Sequence
  3. Configure your audience, delays, conditions, and email steps
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  1. Enable
    Stop on Reply
    and launch your sequence
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  1. Click on
    Statistics
    to check overall metrics and step level metrics.
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πŸ’‘
Coming soon
  1. En-roll into sequence through workflow
  2. Create sequence using Email AI
  3. A/B Testing for each step.

new

improved

Mobile App

Tasks

All New Task Manager - Mobile App V2

Tasks V2:
Your Smartest Way to Get Things Done. A faster, repeatable, team-ready task manager reimagined on mobile app.
Tasks V2 is a ground-up upgrade with the features you've been waiting for: recurring tasks, opportunity links, multiple contacts, board view, and a cleaner, smarter interface. It's everything the old Tasks couldn't do, designed to keep you and your team moving.
The Challenge
Your day is a stream of follow-ups, and the old Tasks made you work too hard. No way to repeat a task. Only one contact, and no link to a deal. One long list with no structure, and you had to open every task just to see who it was for. Important work blended together and slipped.
✨
Our Solution
Tasks V2 fixes all of that. Set a task to repeat on your schedule, link it to contacts and an opportunity, and see everything you need right on the task card with no tapping required. Switch between List and Board, watch your day organize itself into clear sections, and track your progress as you go.
πŸ†
What's New in Tasks V2
πŸ”
Recurring Tasks (New!)
: Set a task to repeat hourly, daily, weekly, or monthly and end it on a date or after a set number of times. Routine follow-ups now run themselves.
πŸ’Ό
Link to Opportunities
(New!): Connect a task to a deal, not just a contact, so every follow-up ties back to the revenue it drives.
πŸ‘₯ Multiple Contacts (New!): Attach several contacts to a single task, no more duplicates.
πŸ—‚οΈ
List & Board Views
(New!): See your tasks as a simple list or a visual board whatever fits how you work.
πŸ“Š
Today's Progress Ring
(New!): Watch a progress ring fill as you complete today's tasks instantly.
motivation, at a glance.
πŸ“‹
Organized Sections (New!)
: Tasks auto-group into Overdue, Today, This Week, and Upcoming, in both List and Board views so nothing hides at the bottom of a list.
✨
See More Without Tapping
(New!): The task card now shows the linked contact and opportunity right on the tile, no need to open the task.
🎨
A Fresh, Faster Experience
: A cleaner, more intuitive UI/UX across the board makes creating, finding, and finishing tasks effortless.
πŸ› οΈ How to Get Started
1. Navigate: Open the Tasks tab. (Screenshot 1 placeholder)
2. Create: Tap +, add your title, due date, contact(s), and opportunity, assign a teammate, then turn on Repeat to make it recurring. (Screenshot 2 placeholder)
3. Work Your Way: Switch between List and Board, follow your sections from Overdue to Upcoming, and watch today's progress ring fill up. (Screenshot 3 placeholder)
πŸ› οΈ What's Next?
Dynamic Task widget on the homepage
a dynamic task widget on the homepage for at-a-glance visibility into your current and pending tasks.
Expect richer recurring options, more ways to filter and group, and even deeper links between tasks, contacts, and opportunities. Tell us what would make your workflow effortless.
Roll-out & Availability
- Release Date: [11/06/2026]
- Available Version: [ 4.18.0 β€” confirm ]
- Status: Public
- HighLevel: βœ…
- LeadConnector: βœ…
- WL App: βœ…
πŸ’¬ We Want to Hear From You!
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Screenshot 2026-06-11 at 8
Screenshot 2026-06-11 at 8
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Screenshot 2026-06-11 at 7
Screenshot 2026-06-11 at 7
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Screenshot 2026-06-11 at 7
What’s new?
You can now notify contact followers, opportunity followers, or both from the Internal Notification workflow action. We also added Opportunity Owner as a new recipient option in the existing 'User Type' picker.
How it works
A new notify followers section appears directly below To User Type. The follower checkboxes are additive, so they notify followers in addition to the recipient selected above. Followers are resolved when the action runs, and all recipients are deduplicated.
How to use it
  • Open an Internal Notification action in a workflow.
  • Choose your existing To User Type recipient.
  • Turn on Contact followers, Opportunity followers, or both.
Why we built it
Teams often collaborate on contacts and opportunities they do not own. This makes it easier to keep lead generators, closers, mortgage advisors, renewal teams, and coverage teammates informed without manual mentions or extra workflow branches.
Simple examples
  • A real estate team keeps To User Type set to Assigned User and turns on Contact followers so the lead generator, agent, and mortgage advisor following the contact all get notified when the lead replies.
  • A sales team covering PTO turns on both Contact followers and Opportunity followers so the covering teammate following the record gets notified when a form is submitted or an opportunity stage changes.
Additional Notes
  • Available for Email, In-App Notification, SMS, and WhatsApp. Contact and opportunity follower toggles are independent and can be used together.
  • Duplicate recipients are automatically deduplicated when the action runs.
  • Opportunity followers are skipped if no opportunity is in scope or the opportunity was deleted. The selected To User Type recipient still receives the notification.
  • Followers without the required channel address are skipped for that notification type.
  • Existing Internal Notification actions are unchanged.
Preview
Kapture 2026-06-11 at 20
What’s new?
We improved how field dropdowns rank search results along with a refreshed UI in workflow trigger filters. When you search for a field, the best match now appears at the top, whether it is a standard field or a custom field.
How it works
While searching, all matching fields appear in one list under search results, just like before. When you clear the search, the dropdown returns to the normal Standard Fields and Custom Fields sections.
How to use it
  • Open a workflow trigger filter, such as Contact Changed β†’ Filters.
  • Search for a field in the Field dropdown.
  • Pick the best match from the top of the search results.
Why we built it
Users had to scan long field lists because exact or better matches could appear lower in the dropdown. This update makes field selection faster and more predictable.
Additional Notes
  • Applies wherever this field dropdown is used in the workflow builder.
  • Search results still appear under the single Search Result header.
Preview
Kapture 2026-06-11 at 20
We are updating per-message pricing for WhatsApp template messages, effective with your July 2026 billing. These changes reflect updates to Meta's underlying per-message rates.
> Service conversations remain FREE in all markets. Most markets see no change.
πŸ’° Rate updates
  • Italy (Marketing):
    $0.0726 β†’ $0.0835
  • Saudi Arabia (Marketing):
    $0.0478 β†’ $0.0526
  • Spain (Marketing):
    $0.0646 β†’ $0.0742
  • United Kingdom (Marketing):
    $0.0555 β†’ $0.0667
  • Pakistan (Utility):
    $0.0057 β†’ $0.0105
  • Turkey (Utility):
    $0.0056 β†’ $0.0009 (down more than 80%)
🌍 New named markets
Six markets now have dedicated rates instead of billing under a regional "Rest of" rate:
  • Hong Kong:
    Marketing $0.0769, Utility $0.0273 (previously Rest of Asia Pacific)
  • Singapore:
    Marketing $0.0769, Utility $0.0168 (previously Rest of Asia Pacific)
  • Hungary:
    Marketing $0.0903, Utility $0.0368 (previously Rest of Central & Eastern Europe)
  • Poland:
    Marketing $0.0384, Utility $0.0128 (previously Rest of Central & Eastern Europe)
  • Romania:
    Marketing $0.0903, Utility $0.0305 (previously Rest of Central & Eastern Europe)
  • Qatar:
    Marketing $0.0358, Utility $0.0126 (previously Rest of Middle East)
> Highlight: Poland Marketing drops 57% vs the old regional rate. Hong Kong, Singapore, Hungary, Romania, and Qatar see higher Utility rates than their previous regional bucket.
πŸ“‹ Full rate card (USD per message, effective July 2026)
  • Argentina:
    Marketing 0.0649, Utility 0.0273
  • Brazil:
    Marketing 0.0656, Utility 0.0071
  • Chile:
    Marketing 0.0933, Utility 0.0210
  • Colombia:
    Marketing 0.0131, Utility 0.0008
  • Egypt:
    Marketing 0.0676, Utility 0.0038
  • France:
    Marketing 0.0902, Utility 0.0315
  • Germany:
    Marketing 0.1433, Utility 0.0578
  • Hong Kong:
    Marketing 0.0769, Utility 0.0273
  • Hungary:
    Marketing 0.0903, Utility 0.0368
  • India:
    Marketing 0.0124, Utility 0.0015
  • Indonesia:
    Marketing 0.0432, Utility 0.0263
  • Israel:
    Marketing 0.0371, Utility 0.0056
  • Italy:
    Marketing 0.0835, Utility 0.0315
  • Malaysia:
    Marketing 0.0903, Utility 0.0147
  • Mexico:
    Marketing 0.0320, Utility 0.0089
  • Netherlands:
    Marketing 0.1677, Utility 0.0525
  • Nigeria:
    Marketing 0.0542, Utility 0.0070
  • Pakistan:
    Marketing 0.0497, Utility 0.0105
  • Peru:
    Marketing 0.0738, Utility 0.0210
  • Poland:
    Marketing 0.0384, Utility 0.0128
  • Qatar:
    Marketing 0.0358, Utility 0.0126
  • Romania:
    Marketing 0.0903, Utility 0.0305
  • Russia:
    Marketing 0.0842, Utility 0.0420
  • Saudi Arabia:
    Marketing 0.0526, Utility 0.0112
  • Singapore:
    Marketing 0.0769, Utility 0.0168
  • South Africa:
    Marketing 0.0398, Utility 0.0080
  • Spain:
    Marketing 0.0742, Utility 0.0210
  • Turkey:
    Marketing 0.0114, Utility 0.0009
  • United Arab Emirates:
    Marketing 0.0524, Utility 0.0165
  • United Kingdom:
    Marketing 0.0667, Utility 0.0231
  • North America:
    Marketing 0.0263, Utility 0.0036
  • Rest of Africa:
    Marketing 0.0236, Utility 0.0042
  • Rest of Asia Pacific:
    Marketing 0.0769, Utility 0.0119
  • Rest of Central & Eastern Europe:
    Marketing 0.0903, Utility 0.0223
  • Rest of Latin America:
    Marketing 0.0777, Utility 0.0119
  • Rest of Middle East:
    Marketing 0.0358, Utility 0.0096
  • Rest of Western Europe:
    Marketing 0.0622, Utility 0.0180
  • Other:
    Marketing 0.0634, Utility 0.0081
> Service conversations are FREE in every market.
βœ… What you need to do
  • Nothing.
    The new rates apply automatically to messages sent from July 2026 onward.
  • Resellers:
    If you resell WhatsApp to your clients, review your markups for the changed markets above.
❓ FAQ
  • Why are prices changing?
    Meta periodically updates its per-message rates by market. Our pricing follows Meta's rate card.
  • Does this affect Service conversations?
    No. Replies within the 24-hour customer service window remain free in all markets.
  • Does this affect my WhatsApp subscription fee?
    No. This only affects per-message charges for Marketing and Utility template messages.
You can now reorder your pipelines directly in the Opportunities pipeline view. Rearrange pipelines by drag and drop, or move one to an exact position from the Actions menu β€” and the order sticks across page refreshes.
What's New
  • Drag and drop to reorder pipelines in the Opportunities pipeline view.
  • "Move to position" option in the three-dot Actions menu for precise repositioning, including moving a pipeline across pages.
  • The reordered pipeline order persists across users and is a location-level setting.
  • Only admins can reorder pipelines in a location.
How to Use
  • Go to Opportunities β†’ Pipelines.
  • To reorder, drag any pipeline by its handle to your preferred position.
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  • Or click the β‹― (three-dot) Actions menu on a pipeline and select Move to position to place it at a specific spot.
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  • The new order saves automatically β€” no extra steps needed.
Why This Feature
Previously, the pipeline list order in Opportunities was fixed and couldn't be customized from the UI. Users managing multiple pipelines had no way to prioritize or surface the ones they use most beyond naming conventions. This update puts that control directly in users' hands, right from the pipeline view.
The pipeline dropdown now includes an All Pipelines option, giving you a single, consolidated view of opportunities across every pipeline at once.
What's New
A new All Pipelines option has been added to the pipeline dropdown.
When selected in List view, it displays opportunities from all pipelines in one unified list.
The option is available only in List view β€” it is disabled in Kanban (Board) view.
Smartlists saved from the All Pipelines view are List type only; Kanban board Smartlists are not supported for this view.
How to Use
  • Go to Opportunities.
  • Switch to List view.
  • Open the Pipeline dropdown and select All Pipelines.
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  • Browse opportunities across all pipelines in one place.
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  • Optionally, save the view as a Smartlist (List type only).
Note: The All Pipelines option is disabled in Kanban view β€” switch to List view to enable it. Smartlists created from this view are always List type; the Kanban board is not supported.
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