Changelog
Follow up on the latest improvements and updates.
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improved
Prospecting
Customize marketing audit report website widget fields
We’ve rolled out new customization improvements for Marketing Audit Report widgets, giving you more control over how your lead capture forms appear to visitors.
What’s new

You can now customize:
- Input field labels
- Placeholder text
Supported fields include:
- First name
- Last name
- Phone number
- Business
- Website
Why this matters
Marketing audit widgets are commonly used as lead magnets across websites, landing pages, ads, and outbound campaigns.
Until now, field copy was fixed and couldn’t be tailored to different audiences or campaign goals.
With this update, you can now:
- Match widget copy to your brand voice
- Use more conversion-focused messaging
- Adapt field labels for different industries or use cases
- Create a more personalized lead capture experience
For example:
- “Business name” → “Company name”
- “Website” → “Enter your website URL”
- “Phone number” → “Best number to reach you”
Expected impact
- Better alignment with landing page messaging
- Improved flexibility for agencies managing multiple campaigns
- More personalized and conversion-friendly lead capture forms
What’s next
The next phase of widget improvements will focus on:
- Adding support for custom fields
- Field-level visibility and functionality controls
- More advanced layout and customization options
These improvements help make Marketing Audit widgets more flexible, customizable, and conversion-focused for different business needs.
new
E-Commerce Stores
Keyboard Shortcuts for Product Image in Open Lightbox
What’s New?
We’ve added keyboard shortcut support to the Product Details Page for smoother image navigation when Open Lightbox zoom is enabled.
Customers can now:
- Press Escape to close the lightbox.
- Use Right Arrow to go to the next image.
- Use Left Arrow to go to the previous image.
- Navigate seamlessly with wrap-around support from last to first image, and vice versa.
The lightbox also auto-focuses when opened, so shortcuts work immediately without needing an extra click. Arrow keys will no longer scroll the page behind the popup.
How to Use It?
- Open a Product Details Page with Open Lightbox zoom enabled.
- Click a product image to open the lightbox.
- Use Escape, Left Arrow, or Right Arrow to control navigation.
Key Points to Note:
- Thumbnail strip auto-scrolls to keep the active thumbnail visible.
- Mouse interactions like arrow clicks, thumbnails, close, zoom, and grid toggle remain unchanged.
- Supported in both Page Builder and Builder Preview.
new
Automations
AI Agent Action: Update Custom Value Tool
What's New
The AI Agent action now supports Update Custom Value as a built-in tool. The agent can evaluate context during execution and write directly to custom values inside a sub-account — replacing complex If/Else trees that previously required dozens of branches and actions.


- Eliminates the need for large If/Else trees built solely to set custom values based on conditions like day of the week, contact data, date formatting, timezone, or pipeline stage.
- Supports the familiar "Let AI decide" vs. static value pattern already used in other AI Agent tools.
How to Use
- Select Update Custom Value as a tool inside the AI Agent action.
- Custom Value: Pick a specific custom value to update, or set it to "Let AI decide" so the agent chooses the right field based on its reasoning.
- New Value: Enter a fixed value or variable reference, or set it to "Let AI decide" so the agent generates the value based on your prompt instructions.


Common configurations:
- Custom Value static + Value AI-decided: Update a specific field with whatever the agent determines. This is the most common setup.
- Both AI-decided: The agent picks which custom value to update and what to set it to — suited for multi-field use cases where the target field depends on context.
Why This Matters
Workflows that previously needed branching logic for every possible condition — day-based schedules, formatted dates, rolling promo codes, context-aware values — now resolve in a single agent step. Less maintenance, fewer actions, faster execution, and lower complexity across your automations.
new
improved
Quizzes
Custom Category Content for Quiz Results
📝 Overview
Improved quiz results personalization by letting you customize content for each individual category in personality-style quizzes.
This update gives you more control over how quiz results are presented, so you can create more personalized result pages and make the setup experience easier to understand.
🆕 What’s improved
- You can now customize result content for each individual category. You can personalize content like text, images or videos, CTA text, and links for each category
- This works for both highest-scoring and lowest-scoring category results
- The first category can act as a default template for the rest, helping reduce setup time
- Improved the preview experience so category-related content is easier to understand while editing
🔍 How to access
- Open the Quiz Builder
- Go to Customize Result Page. In the left panel, click + Add Section
- In the section picker, choose Individual Category. This adds an Individual Category section to the results page
- Click the new Individual Category section in the left panel to expand it
- Under that section, select the category you want to edit, such as Career Ready or Needs a Career Coach
- In the right panel, use Display Category to choose whether the content should apply to the Highest Score or Lowest Score
- Customize the content for that category, including text, images, videos, CTA text, and links
🎯 Why it matters
- Makes personality quiz results feel more personalized
- Reduces repetitive setup by using default content as a starting point

new
Automations
AI Agent Action: Knowledge Base Search Tool
What's New
The AI Agent action now supports Knowledge Base Search as a built-in tool. During execution, the agent can search your native knowledge base in real time — pulling in relevant business context to improve decision-making and response accuracy.


- Connects directly to your native knowledge base, where your business context already lives: service details, pricing, offerings, booking rules, service menus, availability, FAQs, and more.
- Retrieves only the relevant information when needed, instead of loading the full system prompt with static content.
- Replaces the common workaround of pasting entire FAQ lists and business details into the prompt — which inflated the context window and produced less accurate results.
How to Use
- Select Knowledge Base Search as a tool inside the AI Agent action.
- Choose which knowledge bases the agent should search.
- Define a static search query, or let the AI decide the query dynamically based on the conversation.
- Set the number of chunks the agent retrieves from the knowledge base.


Why This Matters
Rather than front-loading the prompt with pages of business context, the agent now fetches exactly what it needs at runtime. This keeps the context window lean, reduces token usage, and delivers more accurate, grounded responses. Business knowledge stays in one place — the knowledge base — and the agent taps into it on demand.
new
improved
Calendar
🏷️ Rental Listings & Categories in Snapshots
🧭 Overview
We’re excited to announce that
Rental Listings & Categories are now supported in Snapshots
🎉This makes it easier for agencies and businesses to replicate Rentals setups across multiple sub-accounts — helping streamline onboarding across locations.
You can now quickly duplicate rental configurations without manually recreating listings and categories each time.
🚀 What’s New?
You can now include the following assets while creating or loading a Snapshot:
- Rental Listings– Copy configured rental listings across locations
- Rental Categories– Replicate listing grouping and organization structure
These assets can be selected independently while creating or restoring Snapshots, giving you full flexibility over what gets copied.
🧩 How It Works
- Navigate to Agency View → Account Snapshots
- Create a Snapshot from the source sub-account
- SelectRental Listingsand/orRental Categories
- Savethe Snapshot
- Loadthe Snapshot into another location
The selected Rentals assets will automatically be added to the destination sub-account.
🎯 Why This Matters
- Speeds up onboarding for agencies and multi-location businesses
- Eliminates repetitive setup work for Rentals
- Makes it easier to distribute pre-configured rental templates at scale


We didn’t just improve Ask AI,we turned it into a full blog-writing assistant. ✨
You can now generate complete, SEO-friendly blog drafts directly inside Ask AI, without switching tools or manually building content from scratch. From topic ideas to long-form content, Ask AI now helps you create blogs faster, smarter, and with far less effort.
🚀 What’s new
- AI-Powered Blog Generation
Ask AI can now generate complete blog drafts directly from a topic or prompt, including:
- Blog title suggestions
- Structured headings & subheadings
- SEO-friendly formatting
- Long-form paragraphs
- Ready-to-edit blog drafts
- Smarter Content with Web Context
Ask AI can now leverage web-based context to generate more relevant and up-to-date content. This improves:
- Topic relevance
- Content depth
- Accuracy for trending topics
- Overall blog quality
- Multi-Language Support
Generate blog content in multiple languages, making localized content creation easier for global businesses and agencies.
- URL & Image Referencing Support
You can now provide:
- URLs for contextual reference
- Images for inspiration/context
- Ask AI uses these inputs to generate more aligned and contextual blog content.
👷 How to use this feature
- Open Ask AI
- Enter a topic or custom prompt
- Optionally add URLs or image references
- Ask AI generates a structured blog draft
- Edit, refine, and publish as needed

💡 Why it matters
- Generate blogs significantly faster
- Reduce dependency on external AI writing tools
- Create SEO-friendly content directly inside HighLevel
- Improve publishing consistency and content output
- Simplify long-form content creation workflows
new
improved
Media storage
Media Center Folder Upload & Download
📝 Overview
Improved the Media Center with new folder upload and download support, along with several performance and usability improvements.
This update makes it easier to manage large groups of files by letting you upload full folders, download folders as a zip, and track progress more clearly while keeping the folder structure intact.
🆕 What’s improved
- Added a new Upload Folder option in the Media Center
- You can now upload entire folders, including subfolders and files, in one go
- Drag and drop now supports folders, multiple folders, and mixed uploads with both folders and individual files
- Added support for downloading folders as a single zip file
- Upload progress now shows a clearer folder-based view, including nested files and subfolders
- Folder uploads and downloads now preserve the original folder structure
- Improved sorting so the order you choose in the main grid is also reflected in the Move to Folder modal
- Improved upload and download performance for larger file batches
- Added clearer handling for upload limits, skipped files, and partial completion states
🔍 How to access
- Open the Media Center.
- From the header, you’ll now see Upload Folder next to Upload File. You can also drag and drop folders directly into the Media Center.
- To download a folder, use the Download option on a folder to save it as a zip file.
🎯 Why it matters
- Makes it much faster to upload and organize large batches of media
- Helps preserve folder structure instead of requiring manual reorganization
- Improves visibility into upload and download progress
- Reduces friction when moving media in and out of the Media Center


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
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🚀
1 New Website Templates Published
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Home Services - 1
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🚀
1 New Email Templates Published
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Finance - 1
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🚀
1 New Form Templates Published
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Automotive - 1
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🚀
1 New Survey Templates Published
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Business, Coaching & Consulting - 1
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🚀
4 New Social Templates Published
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Financial - 2
Creative - 2
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🚀
5 New Facebook Ad Templates Published
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Business Coaching & Consulting - Career Coaching
Home Services - Plumber
Restaurant and Bar - Ice Cream Shop
Creative - Art Gallery
Medical - Direct Primary Care Provider
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🚀
5 New Google Ad Templates Published
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Other - Pet Groomer
Medical - Primary Care Provider
Marketing Agency - Digital Marketer
Legal - Workers Compensation Attorney
Insurance - Business Coverage
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🚀
5 New LinkedIn Ad Templates Published
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Real Estate - Title Insurance Representative
Finance - Bookkeeper
Insurance - Property & Casualty Insurance Rep
Marketing Agency - Public Relations Firm
Real Estate - Property Staging
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📣
1 New Snapshot
📣------------------------------------------------------
Marketing Agency - Visual Advertising Agency






















We’ve improved the tag management experience in the Contacts module by introducing double confirmation for adding and removing tags. Previously, selecting or deselecting a tag would instantly apply the change and could unintentionally trigger workflows. With this update, users now have more control and can confidently manage tags without accidental workflow executions.
What’s new?
- Added an Applybutton for tag changes
- Added a Cancelbutton to discard unintended changes
- Introduced double confirmation for both: adding new tags and removing existing tags
- Prevented accidental workflow triggers caused by unintended tag updates
- Improved overall safety and accuracy while managing contact tags
How it works?
- Open the tag dropdown for a contact
- Select/deselect the tag(s) you want to add/remove
- The Applybutton becomes active
- Click Applyto confirm the adding/removal of tag(s)
- Click Cancelif you do not want to proceed
This additional confirmation step ensures that workflows are triggered only after intentional tag updates.

What’s next?
We’re continuing to enhance the tag management experience with upcoming improvements, including:
- Tag categories for better organization
- Tag colors for improved visibility and identification
- Category and color visibility directly inside the tag dropdown
- Selected tag counts displayed for each category
These enhancements will make tag management more intuitive, organized, and scalable for growing businesses.
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