Changelog

Follow up on the latest improvements andΒ updates.

RSS

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What’s New
We’ve introduced AI-powered one-click fixes for common email issues such as invalid custom value syntax or missing subject lines. The AI automatically applies the fix, creates the required variant when needed, and logs all updates directly in the Email AI chat window.
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Impact
Reduces manual debugging for email configuration errors
Speeds up time to value for the users.
Improves send reliability by proactively fixing invalid setups
Provides full visibility into AI-generated changes through chat history
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How to test It?
  1. Enable Email AI in Beta Labs
  2. Create a campaign with:
Incorrect custom field syntax, or
Missing subject line / preview text
  1. Click Send, Schedule, or open the Checklist
  2. On validation errors, click the new β€œFix with AI” action
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  1. The Email AI chat window will explain the fixes applied and log the changes automatically
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⭐
Coming Soon
We’re also launching Beautify with AI, which will automatically improve mobile responsiveness, alignment, spacing, and overall email layout consistency to help create cleaner, production-ready emails with a single click.:rocket:
What’s New?
We’ve added automatic
Alt Text support
for Ecommerce images and Store elements to improve SEO and accessibility. Alt text is generated using existing metadata like product name, collection name, store name, variant name, payment method, and element context, with fallback translation support.
Key enhancements include:
  1. Automatic Alt Text for Product Images
  • Product main images use the product name.
  • Product gallery images include the product name and image index.
  • Variant images include the product name and variant name.
  • Upsell and bundle images use the product name.
  1. Alt Text for Collection & Store Branding
  • Collection cover images use the collection name.
  • Header logos use the store name if alt text isn't present.
  1. Alt Text for Store Elements
  • Product cards, Featured Product, Related Products, cart item images, and checkout product thumbnails now use product-based alt text.
  • Components inside store elements use the component name where applicable.
How to Use It?
No action is required. Alt text is generated automatically for supported Ecommerce images and Store elements.
Key Points to Note:
  • No new UI or manual alt text input in this version.
  • Alt text is generated from existing store/product metadata.
  • Storefront design and user workflow remain unchanged.
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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Marketing Agency - 1
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1 New Email Templates Published
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Insurance - 1
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1 New Form Templates Published
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Creative - 1
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1 New Survey Templates Published
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Home Services - 1
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4 New Social Templates Published
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Home Services - 2
Health & Wellness - 2
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5 New Facebook Ad Templates Published
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Restaurant and Bar - Bakery
Legal - Mediation and Arbitration Services
Creative - Jewelry Designer
Health & Wellness - Wellness Coaching
Medical - Compound Pharmacy
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5 New Google Ad Templates Published
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Beauty & Fashion - Spa Services
Automotive - Vehicle Sales
Travel & Hospitality - Hospitality Services
Restaurant & Bar - Fine Dining Steakhouse
Real Estate - Architectural Design Firm
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5 New LinkedIn Ad Templates Published
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Finance - Tax Specialist
Insurance - Commercial Insurance
Marketing Agency - PPC Management
Business Coaching & Consulting - Real Estate Consulting
Marketing Agency - SEO Services
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1 New Snapshot
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Legal - Mediation Services
Commercial Insurance - LinkedIn Ad
PPC Management - LinkedIn Ad
Real Estate Consulting - LinkedIn Ad
SEO Services - LinkedIn Ad
Tax Specialist - LinkedIn Ad
Architectural Design Firm - Google Ad
Architecture Studio - Form
Bakery - Facebook Ad
Bathroom Remodeling- Social
![
Compound Pharmacy - Facebook Ad
Deck Builder - Survey
Fine Dining Steakhouse - Google Ad
Hospitality Services - Google Ad
![Jewelry Designer - Facebook Ad](https://canny-assets.io/images/f54
Personal Trainer- Social
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Mediation and Arbitration Services - Facebook Ad
Mediation Services - Snapshot
](Insert YouTube/Wistia/Loom/Vimeo video URL here)
Personal Trainer- Social
Spa Services - Google Ad
Travel Insurance - Email
Vehicle Sales - Google Ad
Wellness Coaching - Facebook Ad
Visual Advertising Agency - Website

new

CRM

Companies

Company Smart lists

Managing companies just got more flexible.
You can now create Company Smart Lists to save a customized company view with your preferred filters, sorting, and visible fields - and reuse that list anytime without setting it up again.
What's New?
  • Added Company Smart Lists inside Companies
  • Save your preferred: advanced filters, sort order, and visible fields
  • Duplicate an existing Smart List to quickly create another version
  • Export Smart List results to CSV
  • Share Smart Lists with: all users or selected users
  • Give shared users either view access or edit access
  • Copy and share a direct link to a Smart List
  • Save updates back to the same Smart List or save them as a new one
  • Manage Smart lists page to review all Smart Lists in one place
How It Works
  1. Turn on Company Smart Lists from Sub-account Labs
  2. Go to Contacts β†’ Companies
  3. Click on + List
  4. Apply the filters, sorting, and fields you want
  5. Name the Smart List and save it
  6. Reopen it anytime to continue editing, sharing, exporting, or duplicating it
  7. Open Customize list to manage: Duplicate, Export, Sharing & Permissions, and Delete List
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Why It Matters
  • Reduces repetitive setup for teams working with Companies
  • Makes it easier to return to the exact lists you use most
  • Helps standardize account lists across users
  • Makes sharing important filtered lists much easier
Notes
  • This feature is currently available in Sub-account Labs
  • Users with edit access can also change sharing permissions
Email delivery is now better protected when a domain mapped to a Campaign or any other Domain configuration becomes inactive or unverified.
Previously, emails could continue attempting to send even after the mapped domain became inactive. With this update, the system now automatically prevents email delivery for those cases and surfaces a clear failure message within Conversations.
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What's New
β€’ Emails will now be stopped automatically if the mapped Campaign Domain becomes inactive or unverified.
β€’ Failed email attempts will display a clear error message within Conversations.
β€’ Improved visibility into email delivery issues caused by domain verification status changes.
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Why It Matters
πŸ“© Prevents failed or unauthorized email delivery attempts from inactive domains.
πŸ” Gives users immediate visibility into why an email failed.
⚑ Improves troubleshooting by surfacing domain verification issues directly within Conversations.
πŸ›‘ Enhances email reliability and domain compliance handling.
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How It Works
  1. If a Campaign Domain status changes from
    Active
    to
    Inactive/Unverified
    , email sending will automatically stop for emails using that domain.
  2. The email activity will be marked as failed.
  3. Users will see a message within Conversations indicating that the email failed because the domain is not verified.
Screenshot 2026-05-22 at 10
Managing Client Portal email domains is now more streamlined. The Client Portal Domain configuration has been moved from Notifications Domain Configuration directly into the main Domain Configuration page under Dedicated Domain Setup.
This update also ensures that Client Portal emails can continue to be viewed directly within Conversations, while making domain management more centralized and intuitive.
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What's New
β€’ Moved configuration from Notifications Domain Configuration to Domain Configuration.
β€’ Client Portal emails can be viewed directly within Conversations.
β€’ Centralized management for all email domain types in one place.
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Why It Matters
πŸ“© Better communication visibility - customers can easily track Client Portal emails alongside other conversation history.
🧩 Centralized interactions - keep all customer communication accessible in one place.
πŸ” Easier tracking - quickly reference Client Portal email activity as well.
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How to Use
  • Go to Email Services.
  • Open Dedicated Domain Setup.
  • Navigate to Domain Configuration.
  • Configure the Client Portal Domain
Screenshot 2026-05-22 at 9
The Company object just got a lot more useful. You can now reference Company fields - both standard and custom - across the platform as custom values: in emails, workflows, contracts, conversations, and AI context. All the rich business context you've been storing on Company records can now power personalized, automated communication.
✨ What's New
  • Company fields in the Custom Value Picker β€” pick from standard fields and all your custom Company fields.
  • Available across the platform: Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI.
  • Each custom value resolves to the Company associated with the Contact at runtime.
πŸ’‘ Why It Matters
  • πŸ“© Smarter personalization - reference a recipient's company name, industry, account tier, or any custom attribute directly in your messages.
  • πŸ“„ Auto-filled contracts - generate proposals and agreements with full Company context pre-populated.
  • πŸ€– Context-aware AI - Conversation AI can now use Company information in its replies.
  • βš™οΈ More powerful automations - drive workflows with Company data without workarounds.
  • πŸš€ More value from your Company data - every field you've set up on Company is now usable wherever you communicate.
πŸ›  How to Use
  1. Open any supported tool (e.g., Conversations or a Workflow Send Email action).
  2. Click the Custom Value Picker in the editor toolbar.
  3. Select the Company group.
  4. Pick any standard or custom Company field.
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What’s new?
The Math Operation action is now supported in company-based workflows and custom object-based workflows. This expands the same calculation action already available in other workflows, so users can run math on numeric values tied to companies or custom objects.
How it works
When a company or custom object workflow reaches the Math Operation action, HighLevel calculates the selected values and stores the result for use later in the workflow. The action follows the same behavior as the existing Math Operation action.
How to use it
  • Open a company-based or custom object-based workflow.
  • Add the Math Operation action.
  • Choose the values and operation, then use the result in the next workflow steps.
Why we built it
Users can now automate calculations directly in more workflow types without switching objects, adding manual steps, or relying on workarounds.
Simple example
  • A construction business uses a custom object workflow to calculate the total project cost by adding material cost and labor cost stored on the project object.
Scope & edge cases
  • Supported in company-based workflows.
  • Supported in custom object-based workflows.
  • Uses the same Math Operation behavior available in other workflow types.
With the new Share as Post option, you can now share recordings directly into Communities in just a few clicks β€” making it easier to continue conversations, share updates, and keep collaboration flowing after meetings.
Share Recordings Directly into Communities
A new Share as Post action is now available on recordings, allowing users to publish recordings without leaving the current workflow.
How to?
  1. Head over to top right avatar of profile > Click Manage Profile
  2. Click on Meetings > View recordings
  3. Choose the relevant recording > click on 3 dots
  4. After clicking Share as Post, users will see a searchable Community selection modal.
  5. Choose the relevant community and channel to post in.
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πŸ“ Overview
Improved the embed experience for forms, surveys, and quizzes by adding more control over modal sizing and making key builder actions more reliable while a form is loading.
πŸ†• What’s improved
  • You can now set a custom Modal height for Popup, Polite Slide-in, and Sticky Sidebar embeds
  • This helps embedded forms fit better on host pages instead of feeling too tall or too small
  • Preview, Integrate, and Save are now disabled until the builder fully loads, preventing clicks that don’t do anything
  • Existing embeds continue to work the same way unless a modal height is added
πŸ” How to access
  1. Open a Form, Survey, or Quiz in the builder
  2. Click Integrate once the builder finishes loading
  3. Select Embed Code and choose Popup, Polite Slide-in, or Sticky Sidebar
  4. Enter a value in Modal height, then copy and use the embed code
🎯 Why it matters
  • Gives you more control over how embedded forms appear on your site
  • Helps avoid awkward modal sizing on different pages and screens
  • Prevents confusion caused by clicking builder actions before the form is ready
  • Keeps older embeds fully backward compatible
Screen_Recording_2026-05-20_at_11_12_12_PM
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