Changelog

Follow up on the latest improvements and updates.

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What’s New
We are introducing more granular controls for how Conversation AI pauses (sleeps) when outbound messages are sent.
With this update, the setting “Send bot to sleep when I send a” has been split into two independent options:
  • Manual Message
  • Workflow Message
This gives users greater flexibility in controlling bot behavior based on how messages are triggered, improving automation precision and reducing unintended bot pauses.
By default, existing setups will continue to behave as they currently do, ensuring no disruption unless users modify these settings.
How it Works?
1. Default Behaviour (No Change)
  • If no changes are made:
  • The bot will continue to follow the previously configured sleep behavior.
  • Existing automation and manual interactions remain unaffected.
2. Independent Sleep Controls (New)
  • Users can now configure bot sleep behavior separately for:
  • Manual Messages (messages sent directly by a user)
  • Workflow Messages (messages sent via automations/workflows)
This allows:
  • Sleeping the bot only for manual interactions
  • Sleeping the bot only for automated messages
Or both (same as previous behavior
3. More Precise Automation Handling
With separated controls:
  • Manual interventions can pause the bot without affecting workflows
  • Automated messages can be sent without unintentionally stopping the bot
  • Greater flexibility in hybrid (manual + automated) communication strategies
4. Reactivation Remains Configurable
  • The “Reactivate bot after” setting continues to work as before
  • Applies regardless of whether sleep was triggered by manual or workflow messages
Why this Matters
  • Prevents unnecessary bot pauses during automated workflows
  • Enables better control in mixed manual + automation use cases
  • Improves conversation continuity and user experience
Gives users more granular and predictable bot behavior
Note
This is an enhancement to existing functionality.
Current behavior will remain unchanged unless users update the new settings.
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We didn’t just improve bulk uploads, we gave you control over how your videos look before anyone clicks.With this update, CSV uploads now support custom video thumbnails, making bulk publishing more powerful and visually optimized.
🚀 What’s new
  1. Thumbnail Support in CSV Uploads: You can now add a thumbnailUrl field in your CSV/XLSX file to define a custom thumbnail for your video posts.
  2. Auto-Applied to Video Posts: The thumbnail is automatically applied to the first video in your post during upload, no manual intervention needed.
  3. Updated CSV/XLSX Templates: Sample templates now include the thumbnailUrl field, making it easy to get started with the correct format.
👷 How to use this feature
  • Visit Marketing >Social Planner> Create Post> CSV Post
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  • Download the latest CSV/XLSX template
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  • Add your image link in the thumbnail Url column
  • Upload your file as usual in Social Planner
  • Your video post will automatically use the provided thumbnail
💡 Why it matters
  • Improve click-through rates with better thumbnails
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  • Maintain brand consistency across bulk uploads
  • Save time by managing thumbnails during scheduling
  • Enhance visual quality of video content at scale
📝 Notes
  • Thumbnail applies only to the first video in a post
  • Multiple video thumbnails are not supported
  • Behavior may vary across different social platforms
Following the initial labs release of contact page customization—which introduced up to five custom views per sub-account—we are now expanding its capabilities with snapshot support. Admins can seamlessly copy and reuse custom views across multiple sub-accounts without rebuilding them from scratch.
What’s new?
  • Snapshot support for contact views:
    custom contact page views can now be included in snapshots and shared across sub-accounts.
-
Cross sub-account copying:
easily transfer custom views from one sub-account to another.
  • Reduced manual setup:
    eliminate the need to recreate views individually in every sub-account.
  • Scalable customization:
    maintain consistent layouts across multiple accounts with minimal effort.
How it works?
  1. Go to agency view and click on account snapshots.
  2. Create a new snapshot.
  3. Enter the snapshot name and select the sub-account from which you want to add views to the snapshot
  4. In contact detail views, you will find the custom views.
  5. Select the views you want to copy and click create.
  6. Push the update to the linked sub account
  7. The custom views should be ready
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Why this matters?
Managing multiple sub-accounts previously required repetitive manual effort to recreate the same contact views. This update removes that friction by enabling reuse and standardization at scale. It saves time for admins while ensuring consistency in how teams view and manage contact data—making customization more powerful and efficient.
Details:
We've introduced an intelligent, automated email sending ramp-up system for new agencies using GHL Shared or Agency Shared domains.
What's New
New sub-accounts no longer start with an uncapped daily sending limit from day one. Instead, they begin at a conservative threshold and automatically graduate to higher limits as they demonstrate healthy sending behavior — progressing through 8 defined stages without any manual action required.
Who Does This Apply To?
  • New agencies (signing up on or after April 27, 2026)
    — Fully enrolled in the ramp-up system from day one. All shared-domain sub-accounts follow stage-based sending limits automatically.
  • Existing agencies (created before April 27, 2026)
    — Completely unaffected. No changes to their current setup or limits.
  • Migration plan for existing agencies
    — Will be shared by end of Q2 2026.
Key Highlights
  • Automated Stage Progression (Stages 1–8)
    — The system evaluates bounce rates, spam complaints, AUP violations, and send volume on every check. Clean senders move up automatically; senders with issues move down. No manual action needed from agencies or support.
  • Sending Limit UI on Email Services Page
    — Sub-account users on a shared domain now see a live Sending Limit panel showing Daily Limit / Sent Today / Remaining, their current stage and status badge, contextual alerts, and a full stage history timeline.
  • Automatic Limit Controls
    — For agencies created from April 27, 2026 onwards, the manual "Update Limit" control is replaced with an informational banner. This applies to both the Agency UI and the Support Portal.
Why This Matters
Shared domain reputation is a collective asset. Previously, there was nothing stopping a new sender from arriving and damaging that reputation before anyone could react. This release shifts the platform from reactive to proactive — enforcing a trust-building period for every new sender, automatically and at scale, while giving users full transparency into their own limits and progression.
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Your business numbers at your fingertips, wherever you are
Every dashboard you've built on the web is now on your mobile app - the full set, not a slimmed-down version. Pipeline, deals, conversions, campaigns, team activity, and everything in between, live in your pocket. The same numbers your team is looking at on their laptops at the same moment.
The Challenge
Reliable dashboards used to be a desktop-only thing. The full range of dashboard types and widgets was only available on web, so if you wanted the real picture you had to open your laptop. The old mobile experience —
Insights
— covered a narrow slice of that, and even there, customers ran into data discrepancies and missing numbers between mobile and web. Decisions had to wait, or get made on incomplete information. That's what we're fixing.
What We've Built for You
We've replaced
Insights
with
Dashboards
on the mobile app, bringing your full web experience over. The moment you open the module, your default dashboard loads automatically - no setup, no hunting around. From there you can:
  • Switch between any of your dashboards in a tap
  • Apply quick filters and date ranges to slice the data
  • Browse your key chart widgets - Numeric, Line, Donut, Vertical Bar, Horizontal Bar
  • Expand any widget for a closer look at trends and detail
  • Interact directly with the charts - drag your finger across a line to read exact values, tap into a bar to see what's behind it
  • Tap into widget-level AI insights to get a plain-English read on what the data is actually saying
And critically:
the data is real-time.
Refresh intervals are handled for you, and there's no lag or drift between what you see on your phone and what your team sees on the web. One source of truth, two screens.
How This Helps Your Business
  • Decisions, not delays.
    Act on dips and spikes the moment they happen — no waiting until you're back at your desk.
  • Higher ownership, anywhere.
    Track deal status, value, conversions, and funnel movement on the go. Walk into meetings already in the loop.
  • Quick context with AI.
    Tap any widget and let AI tell you what's trending, what's off, and what's worth a closer look.
  • Built for the phone.
    Expanded views, finger-scrubbing on charts, and clean layouts that don't make you squint.
How to Get Started
Right now, Mobile Dashboards is available in
Labs
. Here's how to switch it on:
  1. Open your mobile app and head to
    Labs
    .
  2. Find
    Mobile Dashboards
    and toggle it on.
  3. Open the
    Apps
    section and tap
    Dashboards
    — your default dashboard will load automatically.
  4. From there, switch dashboards, apply filters, expand any widget, and tap the AI icon whenever you want a quick read.
We're rolling this out to general access for everyone in about
14 days
, so even if you don't flip the toggle now, it's on its way to you.
Also New: Campaigns Has Its Own Home
Campaign data used to live tucked inside Insights. We've broken it out into a dedicated
Campaigns
module so you can track the status of every campaign in one focused place — no more digging through Insights to find what you're looking for.
What's Next
  • A configurable carousel widget for your homepage.
    We're building a data carousel that lets you pick the graphs that matter most and pin them right at the top — so the moment you open the app, the numbers you actually want to see are the first thing in front of you, no scrolling, no switching dashboards.
  • Broader widget support beyond the current Phase 1 set
  • Richer AI workflows at both the widget and dashboard level
  • Cross-dashboard analysis so you can pull threads across views in one go
  • Continued performance and readability tuning for dashboards with high-density data
Roll-out & Availability
  • Release:
    Rolling out with the current mobile release cycle
  • Version:
    4.14.1
  • Status:
    Public rollout (phased) - currently in Labs, general access in 14 days
  • HighLevel:
    Yes
  • LeadConnector:
    Yes
  • WL App:
    Yes
Good to Know
  • Supported widgets:
    Numeric, Line, Donut, Vertical Bar, Horizontal Bar, and supported system widgets.
  • What's included:
    Dashboard switcher, default-load behavior, quick and date filters, expanded widget views, theme support, and analytics events.
  • Phase 1 limits:
    View-only — no dashboard or widget editing from mobile yet, and dashboard-level AI summaries aren't part of this release.
  • Unsupported widgets:
    Show a clear placeholder message instead of failing silently.
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Badges are now easier to access and manage with a dedicated space in the Client Portal.
🚀 What’s New?
  • 📂
    Dedicated Badges Tab
    : Badges now appear as their own section in the Client Portal.
  • 🖼️
    All Badges in One View
    : View all issued badges in a clean, organized layout.
  • 📥
    Download & Share
    : Download and share badges easily, just like certificates.
✅ Why It Matters?
  • Makes badges easier to find and use.
  • Gives badges equal visibility alongside certificates.
  • Helps you showcase achievements more effectively.
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What’s new?
Workflows now support the Add Note action for custom objects, so you can automatically save notes directly to custom object records.
How it works
When a workflow runs for a custom object, the Add Note action can create a note on that custom object record. This helps teams capture updates, context, or important details without switching back to the record manually.
How to use it
  • Open a custom object workflow.
  • Add the Add Note action.
  • Enter the note content, then save and publish the workflow.
Why we built it
Custom objects help teams manage more than just contacts. Adding note support makes it easier to track key updates directly on the records your team works with every day.
Simple example
A consulting team can use a custom object workflow to add a note to a Project record when a milestone is completed.
Additional Notes
  • Custom object workflows now support the Add Note action.
  • Support for note title or color coding will be updated in future releases after native support is introduced in Custom Objects
What’s new?
The Add Notes workflow action now supports the latest contact note enhancements: note title and note color.
How it works
For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to work because the new fields are optional.
How to use it
  • Open a workflow and add or edit the Add to Notes action.
  • Add a note title and note color as needed.
  • Save and publish the workflow.
Why we built it
This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organize notes visually.
Additional Notes
  • This update does not affect any of your existing notes.
  • Note title and color are optional.
Preview
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Overview:
We’ve introduced a simple way for users to share feedback when uninstalling an app. This helps us better understand your experience and continuously improve the Marketplace for everyone.
What’s New?
Uninstall Experience :
  • Structured Feedback Collection - Users can now select predefined reasons like pricing, bugs, missing features, or usability issues. Whitelabel breach as an option would be available to only agency users.
  • Optional Detailed Input - Users can share additional context or suggestions to help developers improve.
  • Frictionless & Anonymous - Feedback is optional and anonymous, ensuring higher response rates and honest inputs. Sub-account user details would not be shared with the developers.
Why It Matters?
Your feedback helps the Marketplace team:
  • Improve app quality and reliability
  • Identify common issues faster
  • Enhance overall user experience
Even a quick response goes a long way in making the ecosystem better for everyone.
What's next?
Introducing quality signals on apps to improve transparency and help users choose with confidence.
Preview:
Agency users:
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Sub-account users:
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We’ve introduced a set of improvements to make designing Certificates and Badges faster, more precise, and easier to use.
🚀 What’s New?
1)
🎯 Hover Highlight
: Elements now highlight on hover, making it easier to identify and select items on the canvas
2)
📐 Improved Resize Control
: Resize elements from the edge or corner you drag for more predictable adjustments
3)
⌨️ Keyboard Shortcuts for Text
: Use standard shortcuts for faster editing:
  • Ctrl/Cmd + B → Bold
  • Ctrl/Cmd + I → Italic
  • Ctrl/Cmd + U → Underline
4)
📋 Copy and Paste from Anywhere
: Paste content from external tools like Docs or OpenAI without formatting issues
✅ Why It Matters?
  • Faster and smoother design experience
  • Better control over layouts and elements
  • Less time fixing formatting issues
  • More intuitive editing overall
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