Changelog

Follow up on the latest improvements and updates.

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What’s New?
Conversation AI now supports Email as a channel. Businesses can automate responses to incoming emails with the same intelligence and personalization available across chat channels like SMS, Facebook, Instagram, WhatsApp, and Live Chat.
This expands Conversation AI into a core business communication channel and enables a unified automation experience across chat and email.
How It Works
When an inbound email is received, Conversation AI processes and responds automatically based on configured rules and context.
Steps
:
  • Enable email channel from channel dropdown in conversation ai settings
  • Inbound email is received on a connected inbox
  • AI reads context including thread history and contact data
  • AI generates a response based on prompt and configuration
  • Email is sent from the same connected inbox
The system maintains full email integrity including threading, subject lines, and recipients.
Advanced Email Configuration
A dedicated configuration layer is available for email-specific formatting and design.
Where to Configure
Conversation AI → Channels → Email → Advanced Settings
Response Format Options
  • Plain text responses for minimal formatting and better deliverability
  • Design Editor (Template-based Responses) : Create custom email templates where layout and styling are fully controlled
In this setup:
  • Conversation AI only generates the response content
  • The Design Editor controls layout, styling, and structure
Important:
You must include the variable {{ai.response}} in your template.
This is where Conversation AI injects the generated response.
Personalisation Options
  • Salutation : Examples - Hi {{contact.first_name} Hello {{contact.full_name} , Hi there
  • Sign-off : Examples: Regards , Thanks , Best
  • Signature Block : default from business
User name , Business name , Optional contact details such as phone or website
  • Default CC and BCC
Define default recipients for all AI responses
Why We Built This
A large portion of business communication still happens over email, but automation has been limited to chat channels.
With this update, businesses can:
  • Respond faster to inbound emails
  • Maintain consistent communication across channels
  • Reduce manual effort in support and lead handling
This drives better retention and activation within Conversation AI while expanding its reach to a critical communication channel.
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new

improved

Opportunities and Pipelines

Advanced Filters Revamp & Expanded Date Operators

Filtering opportunities just got faster, cleaner, and way more powerful.
🚀 What’s New
  • Redesigned Advanced Filters UI for a more structured and intuitive experience
  • Fields are now grouped into folders for easier navigation
  • Improved Stage filtering for more precise selection
  • New date operators added like : Is not, In the next, In the last, More than and Less than
  • Support for relative time filters (minutes, hours, days, weeks, months, years)
  • Nested filters to build more advanced conditions
  • All filter capabilities now available inside Smart Tags
🛠️ How It Works
  • Open Advanced Filters in Opportunities
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  • Select a field from grouped sections (e.g., Opportunity Details, Associations)
  • Choose an operator (e.g., In the next, More than)
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  • Define time using relative values (e.g., 10 days, 2 weeks) or fixed dates
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  • Use the Stage filter
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  • Combine filters using AND or nested logic
  • Apply the same logic when creating Smart Tags
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⭐ Why It Matters
  • Quickly narrow down opportunities with high precision
  • Handle complex use cases like “Follow-ups in next 7 days” or “Inactive for 30+ days”
  • Reduce manual work with reusable logic in Smart Tags
  • Cleaner UI means less time searching and more time acting
📝 Notes
  • Works across Opportunities and Smart Tags
  • Existing filters remain unchanged and fully supported
  • This feature is currently available in Subaccount > Labs
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Managing pipelines just got faster—and a lot more visual.
What’s New
  • Create and edit pipelines directly from the pipeline dropdown
  • Assign colors to each stage within a pipeline
  • Choose how colors appear: Default (no color), Colored dot or Background tint
  • Stage colors now reflect across key views like Kanban and record details
How It Works
  • Open the pipeline dropdown in Opportunities
  • Click
    + New pipeline
    to create instantly
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  • Use the edit icon next to any pipeline to modify it
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  • Create or Edit a pipeline to assign stage colors
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  • Select your preferred display style (dot or background tint)
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Why This Matters
  • Faster pipeline management without extra navigation
  • Better visual clarity across stages and deals
  • Easier to scan pipelines and prioritize work
  • Consistent experience across views
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Notes
  • Color preferences apply at the pipeline level
  • All users see the same stage color configuration

new

improved

SaaS Mode

Agency Onboarding

Agency Sub-Account Management on Unlimited Plan ($297)

We’re introducing a new capability to identify and manage Agency Sub-Accounts on Highlevel's Unlimited Plan ($297), designed to streamline onboarding workflows and improve operational visibility for growing agencies.
🚀 What’s New
Agencies and Internal Teams can now benefit from a formally defined “Agency Sub-Account”, with system-level support, audit tracking, and API capabilities.
This creates a standardized and reliable way to identify the primary Sub-Account used for onboarding and configuration.
🛠️ How It Helps
Streamlined Onboarding
: The Agency Sub-Account acts as a single source of truth for onboarding workflows, enabling better tracking of Launchpad progress and setup completion.
🔍
Improved Visibility & Control
: Audit logs provide full transparency into when and how Agency Sub Account status changes, ensuring accountability and traceability.
🤖
Enables Automation
: With API support, agencies and internal teams can now programmatically manage Agency Sub-Accounts—unlocking scalable onboarding workflows.
🎯 Who Benefits
  • Agency Owners
    : Gain a clearer structure for managing their primary account
  • Onboarding Team
    : Can reliably track and manage onboarding progress
💡 Why It Matters
As agencies scale and onboarding becomes more automated, having a clearly defined Agency Sub-Account becomes critical.
This update helps:
• Improve retention by ensuring accurate and complete onboarding experiences
• Support scalability through API-driven onboarding workflows (for Onboarding Team)
• Enhance internal alignment with consistent signals for helping customers make faster meaningful actions
This release improves how media is selected and managed across forms, surveys, and quizzes by connecting these builders to the centralized Media Center.
✨ Key Highlights
  • Seamless image selection and embedding from the Media Center
  • Support for both browsing existing assets and uploading new ones
  • Forms, surveys, and quizzes now use a more consistent Media Center experience across HighLevel
  • Migrated from the older Media/File Asset picker to the Global Media Picker for better consistency and access to newer functionality
📍 Where It’s Integrated
  • Image Upload Element
  • Rich Text Editors
  • Quiz Result Builder
  • QR Codes
⚙️ How It Works
  • All uploads now go through the Media Picker
  • Users can browse, upload, and reuse media directly from Media Storage
🎯 Why It Matters
  1. Makes image selection faster and more intuitive
  2. Helps reuse existing assets instead of uploading the same files again
  3. Creates a more consistent experience across builders
  4. Improves workflow and reduces duplicate uploads
Book Services via Conversation AI
What’s New?
Users can now book appointments in Services Calendar directly through chat using Conversation AI across all supported channels, SMS, Live Chat, Facebook, Instagram, and WhatsApp.
Instead of filling out forms, customers can simply describe what they need in natural language, and the AI agent takes care of the booking.
This introduces a conversational-first approach to service bookings.
How It Works
Conversation AI is now fully integrated with Services Calendar configurations, supporting:
  • Multiple services
  • Location and staff selection
  • Add-ons and variations
The AI understands user intent (even across multiple turns), maps it to the correct service setup, and creates accurate bookings.
You can also control:
  • Which services the AI should manage
  • Custom booking instructions for the agent
--
This is a new feature altogether from scratch , based on the feedbacks lots of enhancements will be planned and released
---
How to Use
  1. Create services in
    Calendar Settings
  2. Enable the feature from Labs
  3. Enable appointment booking in
    Prompt-based bots
  4. Select the services you want the AI to handle
  • private services are not supported. only the services which are public facing is supported
  1. Start a conversation on any supported channel
---
Additional Capabilities
Full lifecycle support for service bookings:
  • Book appointments
  • Reschedule
  • Cancel
  • Send booking link instead (Optional)
  • Pause bot after booking
  • Trigger workflows
  • Transfer conversations
---
Preview of Configuration
  • Follows Existing Setup
Conversation AI strictly follows the configuration defined in your
Services Calendar
.
  • Configuration Changes
Any updates (services, availability, staff, etc.) must be made at the
Service Calendar level
to reflect in AI bookings.
Payment Criteria
  • Pay in Person
Appointment is booked and confirmed directly
  • Online Payment
Appointment is created but remains in an
unconfirmed state
Payment collection is not handled by the bot yet
Note: Conversation AI does not currently support collecting payments during the booking flow.
---
Key Innovations
  • Memory Layer
Remembers user inputs even if they deviate mid-conversation
  • Ambiguity Detection
Asks clarifying questions when needed
  • Booking Preview
Shows details before confirmation
  • Built for the Future
Scalable foundation for upcoming calendar types and advanced conversational booking
---
Coming Next
Support for
Services V2 in Flow Builder bots
is planned next.
---
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Overview
We've shipped major reliability improvements to the Workflow AI Builder, drastically reducing generation errors. This release focuses on ensuring the AI Builder delivers a consistent, error-free experience at scale.
What's Fixed
  1. Conditional Generation Errors – Eliminated
The AI Builder previously failed to generate branches or actions involving conditions (If/Else, Wait with Condition of Contact Reply, Decision Maker, Find Contact, etc.), causing entire workflow generations to fail.
  • Before: Conditional generation errors occurred regularly during workflow creation
  • After: 0% error rate
  • Result: 100% elimination
  1. Node Generation Failures – 10x Lower Failure Rate
Valid workflow nodes were failing to generate, causing entire workflows to fail during creation.
  • Before: ~3.5% failure rate
  • After: ~0.35% failure rate
  • Result: 10x reduction in failure rate, despite 3x higher generation volume post-GA
Why This Matters
Our focus for the AI Builder is on three pillars: lower error rates, low latency, and correctness of generated workflow output. We prioritized fixing these errors before going GA, and the results reflect that investment. As adoption grows, we'll continue improving AI Builder reliability to ensure workflows generate correctly and consistently at scale.
Overview:
You can now measure how well Conversation SLAs are being met with the new SLA Performance Dashboard. While SLAs helped define response time expectations, there was no clear visibility into performance. This made it difficult to understand where delays were happening or how consistently SLAs were being met. This dashboard brings all of that into one place, giving you clear visibility into response times, SLA adherence, and overall performance trends.
👀
What’s New?
The SLA Performance Dashboard provides a comprehensive view of SLA adherence across messages, users, and channels. You can now see how many messages meet or breach SLAs, understand average response times, and track trends over time to identify patterns. The dashboard also breaks down performance at a user and channel level, making it easier to pinpoint where improvements are needed.
How to Use
  • Go to Conversations → Analytics → SLA Performance and select a time range using the available filters.
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  • Select a time range and review the overview for overall SLA performance
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  • Use the trend chart dropdown to switch metrics
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  • Analyze user and channel reports. Use sorting and filters to drill into specific insights
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Note
  • Only messages with completed SLA evaluation (met or breached) are included in reports
  • Conversations marked as read without a reply are excluded
  • SLA performance is attributed to the assigned user at the time of evaluation
  • Only Admins can access SLA Performance reports. Data for SLA Performance Dashboard is available starting March 23, 2026.
You can enable this feature from Labs - Conversations SLA Performance Dashboard. This feature is available only on the New Conversations interface. To enable the new interface, turn on CRM Redesign: Conversations and Contacts Page(Beta) from Labs.
We’ve introduced enhancements to improve email deliverability and platform security by automatically blocking emails sent to invalid or restricted domains.
What’s New
Automatic Blocking of Invalid Domains
Emails associated with known invalid or restricted domains are now blocked before sending.
Pre-Send Validation
Invalid email addresses are detected early and prevented from being used for email communication, reducing delivery failures and bounce rates.
Clear User Messaging
When an email is blocked due to an invalid domain, users will see the following message:
This email address is invalid as the domain is restricted for security reasons
.”
Why This Matters
  • Enhances email deliverability and protects sender reputation
  • Prevents failed deliveries caused by invalid or restricted domains
  • Strengthens platform security and compliance
  • Provides clear and actionable feedback to users
# Overview:
We’ve introduced AI-powered review summary insight in the App Marketplace to help users and developers quickly understand app sentiment without needing to read through individual reviews. This feature provides a concise, structured summary of user feedback, making it easier to evaluate apps at a glance.
AI-Generated Review Summary
Marketplace app listings now include an intelligent summary generated once an app has at least 5 reviews. The system analyzes up to the 200 most recent reviews and refreshes the summary periodically as new reviews are added.
Benefits:
  • Enables faster decision-making for users browsing apps
  • Provides developers with a clear view of overall sentiment
  • Reduces the need to manually scan multiple reviews
Structured Insights
Each summary includes:
  • Summary: A concise 2–3 sentence overview of reviewer sentiment
  • Recommendation %: Percentage of users rating the app 4+ stars
  • Pros: Top 2–4 commonly praised aspects
  • Cons: Top 1–3 commonly reported issues (if any)
  • Reviews Analyzed: Number of reviews included in the summary
Benefits:
  • Offers a balanced and data-driven snapshot of app performance
  • Highlights key strengths and areas of improvement
Smart & Reliable Design
  • Summaries are factual and neutral, avoiding marketing language
  • Uses frequency-based phrasing (e.g., “many users”, “some reviewers”)
  • Only includes themes mentioned in multiple reviews to avoid outliers
  • Input is sanitized to prevent prompt injection
  • Gracefully handles low-review apps (no summary shown if insufficient data)
These enhancements improve discoverability, transparency, and trust in the marketplace by making review insights more accessible and actionable.
Preview:
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