Changelog

Follow up on the latest improvements and updates.

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The Create WhatsApp Template builder now validates your variable placeholders inline as you type, so you catch mistakes at authoring time instead of finding out after WhatsApp rejects the submission.
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> No more saving a template, waiting, and getting a WhatsApp rejection you have to decode. Bad variables are flagged immediately, right in the builder.
What's new
✅ Inline variable validation
  • Start and end variable check:
    WhatsApp rejects a message body that begins or ends with a variable. The builder now flags it and blocks save until there is text around the variable, instead of letting you save something that will be rejected later.
  • Invalid variable detection in header and body:
    Only numbered placeholders (
    {{1}}
    ,
    {{2}}
    , and so on) are valid. Broken tokens like
    {{1$}}
    and unbalanced or extra braces (
    {{1
    ,
    {{1}}}
    ) are now caught immediately, with guidance to the correct format.
  • Reputation review-request preset fixed:
    The default reputation template used to end in a trailing variable, which trips the rule above. It has been cleaned up so new reputation templates pass validation with no manual edits.
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How to use
Nothing to enable. Validation is built into the
Create WhatsApp Template
builder (
Settings > WhatsApp > Templates
). Just build your template, and any invalid variables are flagged inline before you can save.
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Why this matters for your business
Create Template is one of the most-used WhatsApp surfaces, and a template rejected by WhatsApp after you save is pure wasted effort: you have to guess what WhatsApp did not like and retry. Catching variable mistakes inline turns a delayed, opaque rejection into a clear, immediate fix, so templates go live faster and generate less support confusion on a core messaging surface.
  • Get templates right on the first try, with no post-save rejection round-trips
  • Faster template setup on a surface agencies use constantly
  • Fewer support tickets from confusing WhatsApp rejections
Build your next WhatsApp template and let the builder catch issues before you save.
When a customer who uses a WhatsApp username messages you, WhatsApp shares only their username, not their phone number. You can now add a "Share contact info" button to a WhatsApp template, or send it from a workflow, so the customer shares their phone number in one tap and a username-only lead becomes a fully contactable one.
Screenshot 2026-08-25 at 6
> This is how you recover phone numbers from username adopters, so they no longer sit as contacts you cannot call, export, or run phone-based automations on.
What's new
📇 Request contact info
  • Share contact info button on templates:
    Add a "Share contact info" button to utility and marketing WhatsApp templates. When the customer taps it, their phone number is shared and captured on their contact, turning a private, username-only lead into one you can actually reach.
  • Request contact info from workflows:
    Send the same request as an interactive WhatsApp message from a workflow action, so you can ask for the number automatically at the right step instead of chasing it manually.
  • Duplicate-safe capture:
    The shared phone number is added to the contact only when no existing contact already has that number, so recovering numbers at scale does not pollute your database with duplicates.
Screenshot 2026-08-25 at 6
📞 WhatsApp calling
  • Username support on WhatsApp calling:
    WhatsApp calling now works for contacts who use usernames, so a customer adopting a username no longer drops out of your calling flows.
Screenshot 2026-08-25 at 6
How to activate
  1. Go to
    Settings > WhatsApp > Templates
    .
  2. Create or edit a template, and under
    Button (Optional)
    choose
    Share contact info
    .
  3. To automate it, go to
    Workflow > Action > WhatsApp interactive messages
    , set
    Interactive message type
    to
    Request Contact Info
    , and add your message body.
Screenshot 2026-08-25 at 6
Why this matters for your business
Usernames give customers phone-number privacy, which is good for them but leaves you with contacts you cannot call, export, or run phone-based automations on. Requesting contact info closes that gap: one tap converts a username-only lead into a fully usable contact, with the number captured cleanly and no duplicates. It keeps LatAm and other high-adoption WhatsApp markets fully monetizable instead of filling up with unreachable contacts.
  • Recover phone numbers from username adopters so they become contactable and exportable
  • Automate the ask inside workflows, with no manual follow-up
  • Protect data quality with same-number duplicate prevention
  • Unlock WhatsApp calling for username contacts
Add a Share contact info button to your next template and start recovering numbers.
Resources
Chat Widget now integrates with
Brand Boards
, making it easier to keep every widget consistent with your brand. Your location’s brand colors and fonts are now available directly within the
Styles
panel.
Brand Colors in the color picker:
Color pickers now show
Brand Colors
from your location’s Brand Board alongside a shared
Default
palette.
Existing colors automatically carried over:
Colors already used across your custom-themed Chat Widgets automatically populate the Default palette the first time you open the builder.
Shared color palette:
Any new color you use is automatically added to the Default palette and becomes available across all Chat Widgets in that location.
Brand Fonts:
Fonts configured in your Brand Board now appear separately from the standard font library for easier access.
Consistent HighLevel experience:
The Styles panel now uses HighLevel’s
Highrise color picker
, providing a consistent color selection experience across the platform.
Cleaner palettes:
Colors are normalized and deduplicated automatically to prevent repeated colors from cluttering the palette.
How It Works
  1. Set up your location’s
    Brand Board
    with your preferred colors and fonts.
  2. Navigate to
    Chat Widget → Styles
    .
  3. Open any supported color field.
  4. Choose from your
    Brand Colors
    or the location’s shared
    Default
    palette.
  5. Select a Brand Font directly from the font picker or continue using the standard font options.
Your existing custom colors are automatically added to the Default palette, so there’s nothing you need to recreate.
If your location doesn't have a Brand Board yet, you'll see an option to set one up directly from the builder.
Why It Matters
Maintaining consistent branding across multiple Chat Widgets no longer requires repeatedly finding and entering the same colors and fonts.
With Brand Board integration:
Keep Chat Widgets aligned with the rest of your HighLevel brand experience.
Access approved brand colors and fonts directly while designing.
Reuse colors across every widget within a location.
Preserve existing widget colors automatically.
Spend less time manually configuring styles across multiple widgets.
Notes
Availability:
Live in production for all custom-theme color pickers in Chat Widget.
Brand Colors are
read-only
in Chat Widget and are managed through Brand Boards.
The
Default palette
can be updated and is shared at the location level.
A configured Brand Board is required for Brand Colors to appear.
Existing Chat Widgets require
no migration or reconfiguration
.
Existing website embed snippets require
no changes
.
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Chat Widget compliance settings are now more flexible, giving businesses greater control over how legal notices and visitor consent are handled.
What’s New?
The previous all-in-one HIPAA compliance setting has been upgraded to a new
Compliance notice & consent
section.
You can now:
Show a legal notice
below the contact form without requiring any visitor action.
Add a consent checkbox
with custom wording for explicit opt-ins such as SMS or email marketing consent.
Make consent required or optional
depending on your business needs.
Pre-check the consent checkbox
when the form loads.
Show clear validation
when required consent is missing, with a “Please tick this box to continue.” message.
Track consent in Activity details
, including whether consent was given, whether it was required, and the exact consent text shown to the visitor.
How to Use It
Navigate to:
Chat Widget → Chat window → Additional options → Compliance notice & consent
From here, you can configure your legal notice, consent checkbox, required/optional behavior, and pre-checked state. The live preview updates as you configure the experience.
Why It Matters
Legal disclosures and explicit marketing consent don't always serve the same purpose. Previously, they were handled through a single setting.
With this update, businesses can independently configure disclosures and consent, making it easier to create the right experience for different compliance requirements while maintaining a clear record of what each lead agreed to.
Availability & Migration
Available to everyone.
Existing widgets remain unchanged until they are opened and saved in the builder.
Existing legal text is automatically carried over to the appropriate field.
Widgets created through
A2P registration
retain their existing compliance configuration.
New widgets default to:
Legal notice:
On
Consent checkbox:
On
Required consent:
Off
No changes to existing website embed code are required.
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🚀 What’s New?
You can now offer
multiple meeting durations within a single calendar
, giving bookers the flexibility to choose the meeting length that works best for them.
Instead of creating separate calendars for 15-minute, 30-minute, or 60-minute meetings, you can configure
up to 3 duration options
on the same calendar.
⚙️ How Does It Work?
From your calendar settings, you can:
  • Add up to
    3 duration options
  • Choose which duration should be selected by default
  • Add or remove duration options at any time
When multiple durations are configured, bookers will see them as easy-to-select options on the booking page. Selecting a different duration automatically refreshes availability to show slots that can accommodate the selected meeting length.
If only one duration is configured, the booking experience remains unchanged.
📅 Available Across Booking Experiences
Multiple durations are supported across:
  • Web and mobile booking pages
  • Neo and Classic booking widgets
  • In-app appointment booking on web
  • Mobile app
The selected duration is also supported when
rescheduling an appointment
, allowing the meeting length to be changed along with the date or time.
🔄 What Happens to Existing Appointments?
Changes to your calendar's duration options
never modify or cancel existing appointments
.
For example, if you remove a 30-minute duration while future 30-minute appointments are already booked, those appointments remain unchanged. Their calendar events, reminders, and notifications continue to use the originally booked duration.
New appointments can only use the duration options currently configured on the calendar.
When rescheduling, bookers will see the calendar's currently available durations. If their original duration is no longer offered, they'll be asked to select a new duration before completing the reschedule.
📌 Supported Calendars
Available for:
  • Personal Calendars
  • Round Robin Calendars
  • Collective Calendars
  • Event Calendars
This update makes it easier to offer flexible meeting lengths while keeping availability, bookings, and calendar management within a
single calendar
.
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💳
Skip the Credit Card on $0 Orders
Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn't. We've introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all.
What's New
A new
Require card for $0 orders
toggle is now available on the Sell Products element in:
  • Forms
  • Surveys
When turned OFF, a product order that
totals $0
with nothing recurring due will
hide the payment fields entirely
and complete as a free checkout.
0-dollar-card
⭐️
Key Highlights
  • 💳  New
    Require card for $0 orders
    toggle on the Sell Products element
image (12)
  • 🎉 
    Payment fields are hidden automatically when a product order totals $0
  • 🏷️ Works for coupon-driven zero too - a 100% discount hides the card as soon as the total reaches $0
  • 🔀  For Forms and Surveys embedded in a Funnel, the Funnel-level Require Credit Card setting takes precedence over the element setting
  • 🔒 Subscriptions, free trials, and any order with a recurring amount still require a card
  • 🛡️ Fails safe - if a total can't be confirmed as $0, the card is always shown and payment is collected as normal
  • 🧾  Free orders are still created and recorded, so submissions and order history stay complete
  • ☑️ Existing Forms and Surveys continue to work exactly as before
  • 💻 📱 Fully supported across desktop and mobile experiences
⚙️
How It Works
  1. Add or open a Sell Products element in your Form or Survey.
  2. Turn
    Require card for $0 orders
    .
  3. When a customer's product selection
    totals $0
    with nothing recurring due, the
    payment fields are hidden
    and the order completes without card entry.
  4. For Forms and Surveys embedded in a Funnel, the
    Funnel's Require Credit Card setting
    is used instead of the element setting.
  5. If the toggle is left ON, card collection behaves exactly as it does today.
📋
Notes
  • The setting defaults to ON, so nothing changes for existing Forms and Surveys unless you choose to turn it off.
  • Donation and custom-amount payment types are out of scope—their behavior is unchanged.
  • Subscriptions and free trials always require a card, even when nothing is due today, because a card is needed for the future charge.
  • Card collection is never skipped on a total that can't be confirmed as $0—this includes a pricing summary that fails to load, or a customer submitting while their totals are still updating after a product, variant, coupon, or order bump change.
  • Also improved in this release: the payment element no longer briefly appears and disappears on $0 orders, card details entered on paid orders are preserved when changing quantity or applying a coupon, and Surveys embedded in Funnels now receive Funnel context correctly.
Free and paid offers can now live in the same Form or Survey without asking customers for card details they shouldn't need to give. 🎉
👀
What's New?
  • Numeric and monetary custom fields on
    Contacts
    and
    Opportunities
    can now be used as metrics — not just filters or groupings.
  • Aggregate them with
    Sum, Min, Max, or Average
    .
  • Available everywhere metrics live:
    Dashboard widgets, Custom Reports, and the Custom Metric module.
  • Any new custom field you create shows up in the metric picker automatically — no setup required.
👷
How It Works:
  1. Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.
  2. In the
    Field
    dropdown, select any numeric or monetary custom field (e.g., "Property Value") — it now appears alongside your standard fields.
  3. In the
    Aggregation
    dropdown, choose Sum, Min, Max, or Average.
  4. Your widget or report now reflects that custom field's aggregated value, live.
🌟
Why It Matters:
  1. Report on what actually matters to your business
    — if you've been tracking deal size, treatment cost, property value, or any other custom number, you can now build real dashboards around it instead of exporting to a spreadsheet.
  2. No more manual math
    — Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.
  3. Zero setup
    — new custom fields are metric-ready the moment you create them.
📝
Note:
  • Applies to
    numeric and monetary
    custom field types in Contacts and Opportunities.
Screenshot 2026-08-23 at 10
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
🚀
1 New Website Templates Published
🚀
------------------------------------------------------
Automotive - 1
------------------------------------------------------
🚀
1 New Funnel Templates Published
🚀
------------------------------------------------------
Marketing Agency - 1
------------------------------------------------------
🚀
1 New Email Templates Published
🚀
------------------------------------------------------
Automotive - 1
-----------------------------------------------------
🚀
4 New Social Templates Published
🚀
-----------------------------------------------------
Health & Wellness - 2
Creative - 2
-----------------------------------------------------
🚀
2 New Facebook Ad Templates Published
🚀
-----------------------------------------------------
Automotive - Car Rental Agency
Health & Wellness - Weight Loss
-----------------------------------------------------
🚀
5 New Google Ad Templates Published
🚀
-----------------------------------------------------
Home Services - Dry Cleaning
Health & Wellness - Weight Management
Finance - Payment Solutions
Creative - Digital Designer
Business Coaching & Consulting - Education Tutor
-----------------------------------------------------
🚀
7 New LinkedIn Ad Templates Published
🚀
-----------------------------------------------------
Insurance - Health Insurance
Finance - Credit Repair
Real Estate - Real Estate Management
Business Coaching & Consulting - Business Mentoring
Marketing Agency - Affiliate Marketing Services
Finance - Tax Consultant
Creative - Professional Photographer
-----------------------------------------------------
🚀
3 New Workflow Templates Published
🚀
-----------------------------------------------------
Sales & Appointments - Calendar Booking Confirmation
Industry-Specific - Just Sold/Just Listed Announcement
Industry-Specific - Insurance Quote Follow-Up Sequence
------------------------------------------------------
📣
1 New Snapshot
📣
------------------------------------------------------
Creative - Dance Company
Dance Company - Snapshot
Digital Designer - Google Ad
Dry Cleaning - Google Ad
Education Tutor - Google Ad
Payment Solutions - Google Ad
Weight Management - Google Ad
Car Dealership - Email
Digital Marketing - Funnel
Roadside Assistance - Website
Affiliate Marketing Services - LinkedIn Ad
Business Mentoring - LinkedIn Ad
Calendar Booking Confirmation - Workflow
Car Rental Agency - Facebook Ad
Credit Repair - LinkedIn Ad
Fitness Center - Social Planner
Health Insurance - LinkedIn Ad
Insurance Quote Follow-Up Sequence - Workflow
Just Sold:Just Listed Announcement - Workflow
Professional Photographer - LinkedIn Ad
Real Estate Management - LinkedIn Ad
Tattooist - Social Planner
Tax Consultant - LinkedIn Ad
Weight Loss - Facebook Ad
Badges can now be issued and used to trigger follow-up actions directly through Workflows, making it easier to automate recognition and what happens next.
🚀 What’s new:
  • Issue Badge action
    : Automatically issue a selected badge when your workflow conditions are met.
  • Badge Issued trigger
    : Start a workflow when a badge is issued and automate follow-up actions such as sending a message or email, updating a contact, or starting another automation.
✅ Why it matters?
  1. Makes badge recognition part of your existing workflows
  2. Automates what happens after a badge is issued
  3. Helps you build more engaging journeys around achievements and milestones
More improvements are on the way 🚀
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Anthropic and Google models are now available inside the AI Agent Action in workflows, alongside OpenAI. You can choose your provider, select a model, and control how much reasoning it applies, all from a redesigned selection interface.
Screenshot 2026-08-20 at 8
What's New
Expanded Provider and Model Support
The AI Agent Action now supports models from three providers:
  • Anthropic:
    Claude Opus 5, Claude Sonnet 5, Claude Haiku 4.5
  • Google:
    Gemini 3.6 Flash, Gemini 3.1 Pro Preview
  • OpenAI:
    GPT-5.6 Luna, GPT-5.6 Tera, GPT-5.6 Sol, GPT-5 Nano
Redesigned Model Picker
Models are grouped by provider in a new selection interface. Models that support reasoning are marked with a thinking chip, and each model carries a short description of what it is built for, so you can evaluate the options before committing.
Screenshot 2026-08-20 at 8
Effort Control
Set reasoning effort to Low, Medium, or High from the same dropdown. Higher effort produces deeper reasoning on complex tasks; lower effort returns faster responses on simpler ones. Effort control is available on models that support thinking.
Screenshot 2026-08-20 at 8
How to Use
  1. Open your AI Agent Action.
  2. Click the model dropdown.
  3. Browse by provider, and use the thinking chip and model description to select a model.
  4. Choose an effort level from the same dropdown.
  5. Save and publish.
Why This Matters
A flagship model can handle multi-step reasoning where accuracy is critical, while a faster, lighter model handles intent classification, simple reads, and basic operations - allowing you to choose the right model for your task in hand.
Effort control adds a second dimension to that decision, letting you tune quality against speed and token consumption on each action independently.
Layered on top of the token optimization shipped earlier, the same task now runs up to 50% cheaper.
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