Changelog
Follow up on the latest improvements and updates.
RSS
new
Courses
🚀 Import content from another course
You can now import content from an existing course directly into another course within the Courses Builder—making it faster and easier to reuse proven content without starting from scratch.
✨ What’s New
- Import from Another Course option available in the Add Content dropdown
- Browse and select a source course via a dedicated import modal
- Choose exactly what to import:
- Individual lessons
- Modules and submodules
- Entire course structure
- Progress/status modal to track imports in real time
- Fast import experience with minimal disruption to your workflow
📦 What Gets Imported
- Lesson titles and structure
- Module and submodule hierarchy
- Videos and attached media
- Lesson and media thumbnails
- Descriptions and formatted content
- Quiz questions and associated lesson content
- Assignment materials and supporting resources





All imported items are added to the destination course and are ready for immediate editing.
🎯 Why It Matters
Faster course creation
by reusing existing contentConsistency across courses
for standardized curriculumReduced manual effort
when building similar coursesFlexible imports
—bring in anything from a single lesson to a complete course structurenew
Social Planner
Social Planner: Instagram Post Sync (Beta)
With Instagram Post Sync, you can automatically import your past posts into Social Planner and manage everything, past and future from a single place. No more manual recreation. No more switching tools. Just one complete view of your Instagram presence.
🚀 What’s new
Automatic Instagram Post Sync Sync your Instagram posts from the last 30 days automatically.
Supports:
- Images
- Videos
- Carousels
- Reels
Your content is imported directly into the planner, ready for viewing and analysis.
Daily Insights Refresh
Track engagement metrics like:
- Likes
- Comments
Insights refresh every 24 hours, keeping your analytics up to date.
Unified Content Management
View and manage:
- Historical posts
- Scheduled posts
All in one place making it easier to track performance and streamline reporting.
Clear Sync Status & Notifications
Stay informed with:
- Sync progress indicators
- Alerts if your Instagram account needs reconnection
Ensures a smooth and reliable syncing experience.
đź‘· How to use this feature
- Go to Marketing → Social Planner → Settings or connect social


- Enable Post Sync (Beta)
- Allow the system to sync posts in the background

- View synced posts in Planner and Statistics
đź’ˇ Why it matters
- Eliminate manual effort of recreating Instagram posts
- Get visibility into past performance instantly
- Improve reporting accuracy
- Manage all Instagram content from one centralised platform
📝 Notes
- This feature is currently in Beta
- Only posts from the last 30 days are synced automatically
- Insights refresh every 24 hours (not real-time)
- Due to Instagram API limitations:
- Location tags, collaborators, and mentions may not sync
- Deleted posts on Instagram may still appear in Social Planner
- Works only with Instagram Professional accounts
new
improved
Forms
Surveys
Quizzes
Smoother Drag-and-Drop in Forms, Surveys, and Quizzes
✨ Overview
We’ve improved the drag-and-drop experience in the builder for Forms, Surveys, and Quizzes.
With this update, moving elements feels smoother and more intuitive. You’ll now see a subtle gray shadow while dragging elements, along with automatic scrolling when working on longer builds.
🆕 What’s new
- Dragged elements now show a subtle gray shadow for better visual feedback
- Drag-and-drop interactions feel smoother with a more polished animated experience
- Long forms, surveys, and quizzes now auto-scroll while dragging elements
- You can move elements higher or lower in longer builds without stopping to scroll manually
🔍 How to access
- Open the Form, Survey, or Quiz Builder and drag any element to a new position.
- As you move the element, you’ll see the updated drag effect and automatic scrolling when you reach the top or bottom of a long build.
🎯 Why it matters
- This makes building long forms, surveys, and quizzes much easier.
- You get clearer visual feedback while dragging, and you can reposition elements more smoothly without constantly dropping and scrolling by hand.

improved
Integrations
Facebook Integration Enhancements
Overview:
This release introduces key enhancements to the Facebook integration to improve usability and message context enhancements. Users can now easily search and select Facebook Pages and Ad Accounts, and gain better visibility into message origins through ad image support in Click-to-Messenger flows.
What’s New
- Improved Search Capabilities
- Search Facebook Pages and Ad Accounts by name for faster and more convenient selection
- Search is enabled after all pages are loaded, as Facebook does not provide native search support for this use case
- Frontend-based search runs on the loaded data; initial loading time to enable search may increase for accounts with a large number of pages
- Click-to-Messenger Enhancements
- Added support for images in Click-to-Messenger ad flows
- Enables identification of the exact ad creative that triggered a conversation
What This Means for Users
- Faster and more intuitive setup by easily finding the right Facebook Page or Ad Account
- Improved visibility into which ad or creative drove a lead or conversation
Preview:

Overview:
We've introduced a new Mixed Use Case option in the Chat Widget A2P registration flow, allowing businesses to collect separate marketing and informational consent through a single widget.What's new:
- A new Mixed message type is now available alongside Marketing/Promotional and Transactional/Non-Marketing in the Chat Widget flow. When selected, the campaign use case is automatically set based on account type (e.g., Low Volume Mixed for standard accounts, Sole Proprietor for sole prop accounts).
- The generated Chat Widget automatically includes two independent consent checkboxes, each with its own locked disclosure block. End users can opt into marketing only, informational only, or both. Neither checkbox is pre-checked.
- All consent language, STOP/HELP disclosures, and compliance fields are system-controlled and non-editable — just like the single use case widget flow.


Previously:
Businesses that needed to send both marketing and informational messages had no path through the Pre-Built Chat Widget flow and were forced to use the Self-Serve flow, which carries higher compliance risk and rejection rates.Why it matters:
Mixed use case campaigns can now be registered through the same quick, streamlined Chat Widget flow — with built-in consent separation, locked disclosures, and reduced rejection risk. We've completely redesigned the WhatsApp onboarding experience to give sub-accounts three clear paths to get started: connect an existing WhatsApp Business App with coexistence, create a new WhatsApp Business Account, or migrate from an existing Business Solution Provider (BSP) like 360Dialog, Twilio, Wati, ManyChat and others.
> If your sub-accounts are connected through another BSP today, they can now self-migrate to LeadConnector without losing a single asset. No support tickets, no downtime, no risk.

What's New
🔄 Migrate from an Existing BSP
- Self-Service BSP Migration:Sub-accounts connected to another BSP (360Dialog, Twilio, etc.) can now migrate directly to LeadConnector using Meta's Embedded Signup flow. Previously, this required creating a brand new WABA and risking the loss of critical business assets. For example, a dental clinic using 360Dialog can now switch to HighLevel and keep their verified phone number, approved templates, and Official Business Account status intact, all without a single day of messaging downtime.
- Full Asset Preservation:The migration carries over everything: your phone number, display name, quality rating, messaging limits, Official Business Account (OBA) status, and all previously approved templates. Nothing gets left behind.
- Pre-Migration Validation:Before starting, the flow checks eligibility so there are no surprises mid-migration.

📱 Redesigned Onboarding Experience
- Three Clear Paths:The onboarding screen now presents three distinct options, each with tailored guidance:
-
Connect your WhatsApp
Link your existing WhatsApp Business App and continue using it on your phone while managing conversations seamlessly inside the CRM. Up to 6 months of chat history will be synced automatically. Ideal for small businesses (like a local salon or real estate agent) that already talk to customers on WhatsApp and want to bring those conversations into the CRM without disrupting their daily workflow.-
Create a New WhatsApp Business Account:
Set up a fresh WhatsApp Business Account with a landline, a mobile number not currently on WhatsApp, or a brand new number. Great for agencies onboarding new clients who don't have an existing WhatsApp presence yet.-
Migrate from an Existing BSP:
Seamlessly transfer your existing WhatsApp Business Account from another provider to the CRM, preserving your phone number, quality rating, templates, and OBA status.- In-App Guidance:Each path includes prerequisites, things to keep in mind, and links to help documentation before you begin.
📞 555 Business Phone Numbers

- Claim a Free US Business Number:Eligible sub-accounts can now claim up to two 555 business phone numbers during onboarding. These are real US numbers (+1 country code, 555 area code) that work like standard business phone numbers, with full pricing rules and quality ratings. This is a game-changer for agencies managing multiple client accounts: spin up a new WhatsApp-enabled sub-account in minutes without needing to buy or port a phone number.
- Instant Verification:555 numbers are verified automatically, so there's no need for a phone call or SMS verification step. Perfect for businesses that want to get started immediately without using a personal or landline number.
- Things to Know:555 numbers cannot be migrated to another WhatsApp Business Account or used outside the WhatsApp Business Platform. Display names must be approved before sending messages.
How to Get Started
- In the sub-account, go to Settings → WhatsApp.
- Choose the path that fits your situation:
Option A: Connect your WhatsApp
- Verify your phone number's country code is not on the restricted list. If it is, use Option B instead.
- Confirm your phone number is added to your Meta Business Manager account.
- Make sure you're already using the WhatsApp Business App on your phone.
- Click Connect with Facebookand follow the instructions to link your account.

Option B: Create a New WhatsApp Business Account
- If using a personal phone number, delete it from personal WhatsApp first (WhatsApp → Settings → Delete my account).
- Note: existing chat history won't transfer. Back up your chats before proceeding.
- If eligible, you'll see the option to claim a 555 business phone numberduring the phone number addition step.
- Click Connect with Facebookand follow the instructions to create and configure your new account.

Option C: Migrate from an Existing BSP
- Turn off two-step verification: go to WhatsApp Manager → Phone Numbers → Select your number → Two-step verification → Turn off.
- Confirm your business is verified in Meta Business Manager → Business Verification.
- Confirm your phone number display name is approved: WhatsApp Manager → Phone Numbers → Select your number → Profile → Check display name shows "Approved."
- Click Connect with Facebookand follow the Embedded Signup flow to complete the migration.

Why This Matters
Businesses today are stuck in one of three situations: they're on another BSP and afraid to lose their WhatsApp assets by switching, they're already using WhatsApp on their phone but can't bring those conversations into a CRM, or they want to get started with WhatsApp but don't have a dedicated business number. This update solves all three.
- Migrate from any BSP without losing your phone number, display name, quality rating, templates, or OBA status
- Reduce onboarding time from days (with manual porting) to minutes (with self-serve Embedded Signup)
- Sync up to 6 months of chat history when connecting via coexistence
- Get started instantly with a 555 number if you don't have a dedicated business phone number yet
- Eliminate support tickets related to BSP migration, number porting, and asset loss
Your sub-accounts no longer have to choose between their existing WhatsApp assets and HighLevel. They can have both.
Resources
new
Courses
🚀 New Course Settings UI (Labs)
We’ve introduced a refreshed Courses Settings UI with a significantly improved experience, making it easier to discover features and manage settings efficiently.
✨ What’s New
- Redesigned UIfor a more modern and consistent experience
- Custom domain setupfor seamless and intuitive configuration
- Image cropping supportfor brand logo & favicon
- Faster loading performanceacross the settings application
- Enhanced form experiencewith better validations and usability
- Clearer navigation feedbackwhen accessing Client Portal settings






đź§Ş Available in Labs
This feature is currently live in Labs.
To enable it:
- Go to Labs from your account
- Find New Course Settings UI
- Toggle it on to start using the new experience
Give it a try and let us know your feedback!
improved
new
Automations
Smarter Field Pickers for Custom Values & If/Else in Workflows!
What’s new?
We’ve upgraded the field picker in both the Custom Value Picker and If/Else action. Search now returns fields from inside nested folders, navigation across folders and subfolders is easier, and the field list is better organized for a cleaner, more consistent selection experience.
Improvements
- Nested field search- Find fields inside folders and subfolders without opening each one first.
- Easier navigation- Move through nested folders more smoothly.
- Cleaner organization- Fields are grouped more clearly, making them easier to scan.
- Better readability- Long field names now show tooltips, making it easier to read full values without cluttering the picker.
- Consistent experience- The picker now feels the same across If/Else and Custom Value Picker options across the platform
How it works
When you search for a field, matching results can now appear even if that field lives inside a folder or subfolder. The picker also uses a more consistent dropdown pattern across workflows, so finding and selecting fields feels the same in Custom Values and If/Else.
How to use it
- Open the field picker in Custom Values or an If/Else branch filter.
- Type the field name in search.
- Select the matching field directly from the results, including fields stored inside nested folders.
Why we built it
Previously, finding the right fields in automations took more effort than it should have. Users had to manually open folders and return to the search box to find nested fields, which slowed setup and made some available fields easy to overlook.
Additional Notes
- Search now shows matching field names from inside folders and subfolders.
- Only enabled folders appear in search results. Once you clear the required dependencies, the available fields would show up.
- The updated picker experience is aligned across If/Else and Custom Value Picker.
- Users will only see fields and folders that are available and enabled in that context.
Preview


This update introduces a significant upgrade to the agent-tasking workflow, transforming task management from implicit bookkeeping to explicit workflow primitive. The core advantage is a reliable, flexible, UI-friendly system for managing multi-step agent tasks, along with improved planning and context awareness.
Main Advantage
Previous Challenges
Tasks were managed using numeric indices, which were fragile and prone to errors.
Task transitions inferred, leading to potential mismatches and inefficiencies.
UI representation was limited with static labels and ambiguous statuses.
New Flow with Todo Manager
Introduced todo to handle task creation, transition and addition explicitly.
Replaced numeric task indexing with label-based transitions for clarity and accuracy.
Enhanced UI with dynamic status for active and completed tasks.
Improved planning and context awareness, allowing the model to better understand task sequences and dependencies.
UI/UX Improvements
Added descriptive labels for tasks, improving frontend progress display.
Maintained backward compatibility for existing UI while enabling richer labels- Technical
Enhancements
Centralized task management in a meta-tool, reducing prompt/tool overhead. Tool schemas for more structured outputs.
Updated system prompts to align with the new workflow, ensuring better agent behavior.
Enhanced context awareness, providing AI models with richer task-related information for higher-quality results.
Concrete Benefits
More Reliable Progress Tracking: Explicit task transitions enhance dependability in multi-step jobs. Allows for dynamic task addition and accurate status updates. -Enhanced UI/UX:** Provides clearer progress states with human-readable labels.
Reduced Overhead: Streamlined architecture and schema handling lower resource usage and error rates.
Better Planning and Context Awareness: Enhances the model's ability to understand task sequences and dependencies, leading to more efficient execution.



improved
Automations
Contact Tag Trigger: Configuration Safeguards
We've added two in context safeguards to the Contact Tag trigger to prevent the most common configuration mistakes and protect users from unexpected workflow behavior.
What's New
Retroactive Enrollment Info Banner
When a tag is added to the Contact Tag trigger, a subtle info banner now surfaces to clarify that the trigger only applies to tags added after the workflow is published. The banner links directly to the retroactive enrollment guide, where users can follow the steps to bulk import existing tagged contacts into the workflow.
No Filters Warning
If a user attempts to save the Contact Tag trigger without configuring any filters, a warning now surfaces explaining that the workflow will trigger for every tag added or removed across all Contacts, which may cause unexpected behavior. The warning offers two clear paths forward:
- Add Filter (primary CTA) — returns the user to filter configuration
- Save without filters — preserves the option for advanced use cases
How It Works
Retroactive Enrollment Info Banner
- Appears when a tag is added inside the Contact Tag trigger filters
- Includes a link to the retroactive enrollment support article
- Dismissible via the close icon. Once dismissed, it will not appear again for that user
- If not dismissed, it follows a frequency cap of 3, after which it stops appearing automatically

No Filters Warning
- Triggered when the user attempts to save the Contact Tag trigger with zero filters configured
- The Add Filter CTA returns the user to filter configuration
- The Save without filters CTA preserves the option for advanced use cases

Why This Matters
- Reduces confusion around post-publish trigger behavior by setting clear expectations upfront
- Prevents accidental workflow runs across the entire contact base
- Surfaces the retroactive enrollment path right where users need it, instead of leaving it buried in documentation
- Keeps power users unblocked by making every guardrail dismissible or overrideable
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