Changelog
Follow up on the latest improvements andย updates.
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You can now
choose which dashboard becomes the default
in destination sub-accounts while loading a Snapshot โ eliminating the need to update each sub-account individually afterward.โจ Whatโs New?
*
Set a dashboard as default
โ Each selected dashboard now includes a Set as default
option during Snapshot Load.*
Choose one default
โ Only one dashboard can be marked as default. Select another dashboard to switch the default, or deselect it to use the existing behavior.*
No change required
โ If you don't select a default, the Snapshot's existing default dashboard
will continue to be used.๐ฏ Why It Matters
Previously, changing the default dashboard was a
sub-account-level setting
, requiring you to manually open each destination sub-account after loading a Snapshot.For agencies loading Snapshots across hundreds or thousands of sub-accounts, this meant repeating the same configuration over and over.
Now, you can configure it
once during Snapshot Load and apply it everywhere
.

๐ What Youโll Benefit From
*
Save time at scale
โ Set the default dashboard once, whether you're loading to 10 sub-accounts or 1,000.*
Consistent setup
โ Ensure every destination sub-account starts with the intended dashboard.*
Fewer manual steps
โ No need to visit individual sub-accounts after the Snapshot is loaded.*
No disruption to existing workflows
โ If you're happy with the Snapshot's current default dashboard, simply leave the setting unchanged.โ
Getting Started
During your next
Snapshot Load
, select the dashboards you want to copy and click Set as default
on the dashboard you want as the destination's default.>
Tip:
Make sure the selected dashboard has the appropriate view permissions for users in the destination sub-accounts.Create or update a Contact, and HighLevel can find the right existing Company and associate the Contact automatically. If no suitable Company exists, HighLevel can create one, store its domain, and enrich it with the Company Name and Logo.

Whatโs New?
- New Company Domain Name field with uniqueness enabled by default
- Automatically associate Contacts with existing Companies when the email domain matches
- Automatically create a new Company when no suitable match exists
- Enrich Companies with Company Name and Logo
- Prevent duplicate Companies from sharing the same domain
- Exclude common free email providers and add your own domains to the exclusion list
- Match against existing Company records before creating a new one
- Optionally populate domain information for existing Companies when enabling the feature


Why This Matters
For B2B businesses, new Contacts should naturally belong to the right Company without users having to create and associate Company records manually.
With this update, Company data can organize itself in the background as Contacts enter the CRM.
This helps users:
- Reduce manual Company creation and association
- Keep Company data cleaner
- Prevent duplicate Company records
- Preserve existing Companies that already contain Contacts, Opportunities, notes, and other CRM data
- Build more reliable Company Smart Lists, workflows, and reporting
How It Works
When a Contact is created or their email is updated, HighLevel checks for a suitable existing Company before creating a new one.
For example:
Contact: sarah@acme.com
- If a Company already has acme.com as its domain, Sarah is automatically associated with it.
- If an existing Acme Company has no domain, HighLevel can identify that Company, populate its domain, and reuse the existing record instead of creating a duplicate.
- If no suitable Company exists, a new Company can be created and enriched automatically.
How to Enable
- Enable the feature from Settings โ Labs. Look for "Automatic Company Creation & Association by Domain"
- Go to Settings โ Objects โ Companies
- Under Automations, configure:
- Enrich companies automatically
- Create companies from contact's email domain
- Automatically prevent duplicate companies
- Add any domains you want to ignore under Exclude domains from automatic association
- Click Save changes
The existing Automatically create and associate companies from contact business names automation continues to work alongside the new domain-based capabilities.


Notes
- Existing Company associations are respected and are not automatically replaced
- Common free email providers such as Gmail and Yahoo are excluded from domain-based automation
- Domain matching is exact, so company.com and mail.company.com are treated as different domains
- Company enrichment is best effort and does not block Company creation
- Manually entered Company domains are not overwritten during domain backfill
improved
fixed
SaaS Mode
Your subscription payments now stay in sync with your default card
What's New
For SaaS V2 accounts, when the clients update their default payment card, we now automatically update the card used for the active SaaS subscriptions too.
Why It Matters
Your subscription renewals will use the latest card automatically, reducing the chance of a missed or failed payment because an old card was still on file.
Notes
This applies to SaaS V2 accounts with an active subscription plan. Wallet recharges continue to use your default card as before.
new
Payments
Gift Cards - Granular User Permissions
Whatโs New?
Businesses can now control exactly which team members can access and perform different actions across Gift Cards. Instead of providing the same level of Gift Card access to every user, admins can assign permissions based on each team memberโs responsibilities - helping protect Gift Card balances, customer information, and sensitive actions such as issuing or deactivating cards.
The new Gift Card permissions provide granular control over:
- View Gift Card Orders โ View the list of issued Gift Cards and their Gift Card Order information.
- View Gift Card Products โ Access Gift Card Products and view their configurations.
- Create/Edit Gift Card Products โ Create new Gift Card Products or modify existing ones.
- Access Sell Link / Share via QR โ Access and share the dedicated Sell link or QR code for a Gift Card Product.
- Send Gift Cards โ Directly issue Gift Cards to customers through the Send flow.
- View Full Gift Card Code โ Control who can reveal the complete Gift Card code from the details page.
- Access Gift Card Details Page โ Open and view detailed information for individual Gift Card Orders.
- Delete/Deactivate Gift Cards โ Control access to deletion or deactivation actions.
Additionally:
- Gift card permissions also support 'assigned data' level granularity where in case of 'Users', there is an option to show only assigned data to these users instead of all data even if they have the page access.
- Permissions are enforced across both the interface and the underlying actions. For example, a support team member can be given access to view Gift Card Orders without being allowed to send Gift Cards, change Gift Card Products, or reveal the complete Gift Card code.
- The full Gift Card code is also protected separately, so users without the appropriate permission cannot access the sensitive code from the Gift Card Order details page.
Where Can I Find This?
- Go to: Settings โ My Staff โ Select Staff Member โ Edit Icon โ Roles & Permissions โ Gift Cards
- From the Gift Cards section, admins can select the permissions appropriate for each user.
- Admins retain full access by default, while other roles can be configured with only the Gift Card capabilities they need.
Whatโs Next?
We'll continue expanding access controls around Gift Cards as the ecosystem grows, including ensuring new Gift Card capabilities have appropriate permissions as they are introduced.
Visuals

new
Automations
Workflow AI Builder now available inside Ask AI as well
Create Workflows from Ask AI
Ask AI can now call the Workflow AI agent. This means you can create and edit a full workflow without opening the builder first โ just describe what you want and the agent builds it. The capability already existed inside Workflow AI; it is now available through Ask AI as well, giving you one more way to build automations. And since Ask AI runs on WhatsApp, workflows can now be created straight from WhatsApp.

What's New
Build from a prompt.
Start a new chat in Ask AI, describe the workflow you want, and the agent builds it for you.Live preview in the panel.
The generated workflow renders right inside Ask AI, so you can see the full structure without switching screens.Inspect any step.
Click a trigger or action in the preview to see its full configuration.Conversational edits.
Ask the agent to change anything and it updates the workflow in place.One click into the builder.
A CTA takes you straight into the workflow builder to test and publish.WhatsApp support.
The same workflow creation experience is now available on WhatsApp.
How to Use
- Open Ask AI and start a new chat.
- Describe the workflow you want to create.
- Review the generated workflow in the panel. Click any trigger or action to check its configuration.
- Ask the AI to make changes until it matches your requirement.
- Click the CTA to open the workflow in the workflow builder.
- Run a final test, then publish from the builder.
Why This Matters
Workflow creation is no longer tied to a single surface. The same agent that powers Workflow AI is now reachable from wherever you are already working โ including outside the platform entirely, over WhatsApp. Ask AI handles the drafting and iteration; the builder remains the place where you verify, test & ship, so the review and publish path stays unchanged no matter where the workflow started.
Good to Know
Manual editing is not supported inside Ask AI. Use the redirection link in the panel to open the workflow builder and edit it there. Publishing always happens in the workflow builder after a final test.
new
CRM
Custom Objects
Companies
Send Bulk Emails to Associated Contacts from List view in Companies & Custom Objects
You can now send bulk emails to associated Contacts directly from Company and Custom Object lists.
Select the Companies, Properties, Policies, Pets, or other Custom Object records you want to act on, choose the relevant associated Contacts, and send your email without rebuilding the audience from the Contacts list.
Whatโs New?
- New Send email bulk action for Companies and Custom Objects with Contact associations
- For Custom Objects, select one or more association labels to define who should receive the email
- Choose whether to send to: Most recently associated contact, earliest associated contact or All associated contacts
- Use Company and Custom Object fields as merge fields in the email content
- Compose using Quick Compose, Smart Builder, or an existing template
- Send immediately, schedule for later, or use batch mode
- Track delivery and engagement through Bulk Actions and Marketing โ Emails โ Bulk Action Campaigns
- Contacts appearing through multiple selected association labels are de-duplicated before sending
How to Use
- Open Companies or a supported Custom Object
- Select the records you want to email from
- Click Send email


- For Custom Objects, select the required association label(s)
- Choose which associated Contacts should receive the email

- Compose and personalize the email using Contact, Company, or Custom Object fields

- Send now, schedule it, or use batch mode
- Track results from Bulk Actions

Why This Matters
Smart Lists already let users create powerful segments using Company and Custom Object data. Until now, those segments could not be used directly for email campaigns because bulk email started from Contacts.
Now, users can segment first and communicate immediately.
For example:
- Filter Properties by city, price, property type, or status and email the associated Potential Buyers
- Filter Policies by renewal date and email the associated Policy Holders
- Filter Companies by industry, lifecycle stage, account tier, or owner and run a targeted B2B campaign
- Filter Memberships or Subscriptions by expiry date and email the associated members
- Create any Smart List based on Custom Object fields and send a campaign to the Contacts associated with those records
Notes
- - The action is available for Custom Objects that have an association with Contacts
- - For Companies, the Contact association is selected automatically
- - Existing email permissions, consent requirements, and deliverability rules continue to apply
- - The final recipient list is resolved when the bulk action runs
๐ Learn More: Help article
Overview
Weโre expanding custom fields to give you more flexibility in how you capture, structure, and manage information. With new field types and enhanced configuration options, you can collect richer data, control inputs more precisely, and tailor fields to fit your business needs.

Whatโs new
1. URL fields with domain controls:
Create dedicated URL fields to capture website links, profile URLs, resource links, or other web addresses in a structured format. You can also control which URLs users can enter by
choosing to allow all domains, allow only specific domains, or block specific domains
. This helps ensure that the URLs being captured meet your business requirements.


2. Flexible date & time fields:
Capture date and time information in the format that best fits your use case. Choose between
date & time, date-only, or time-only fields
for information such as important dates, preferred contact times, renewal dates, or scheduled events. You can also restrict the selectable dates to future dates only, past dates only, or a specific date range,
giving you greater control over the data entered.



3. Users fields:
Associate the right team members with a record by
selecting one or multiple users
within a custom field. This can be useful when multiple people are responsible for managing or collaborating on the same record. Users assigned through this field will also receive follower-level access
, helping the relevant team members stay connected to the record.
4. Images and icons for radio button options:
Radio button fields can now
include images or icons alongside individual options
. This provides additional visual context when users need to select a single option and makes choices easier to distinguish at a glance. Itโs especially useful when the available options are better represented visually than through text alone.



5. Images for checkbox options:
Make checkbox fields
more
visual by adding an image to individual options.
Instead of relying only on text, users can see an image alongside each choice, making options easier to recognize and selectโespecially for fields involving products, designs, categories, or other visual choices.

6. Rich text fields:
Capture detailed information without being limited to plain text. Rich text fields support formatting options such as
bold, italics, headings, lists, and more
, helping users organize longer notes or structured information so that important details are easier to read and understand.

This is the biggest WhatsApp pricing change we have ever made. Starting
October 1, 2026
, HighLevel is removing the 5% processing fee on every WhatsApp message you send. Marketing, utility, service, all of it. From that day you pay Meta's published rate to the cent> ๐ฅ Open Meta's rate card. Open ours. The numbers will match exactly. That is the whole announcement.
What's new
๐ธ The 5% is gone. Every message, every market.
- You pay Meta's rate, full stop:No processing fee. The 5% comes off your rate in every market and every category.
- Pricing you can actually verify:Meta publishes its rates publicly. Ours now match them line for line, so you can quote a client and prove your numbers instead of explaining a mystery fee.
- Nothing to enable:It applies automatically to every sub-account on October 1.
๐ Here is what your rate looks like on October 1
Per marketing message, what you pay today and what you pay from October 1:
- ๐ง๐ท Brazil:$0.0656 โ$0.0625
- ๐จ๐ด Colombia:$0.0131 โ$0.0125
- ๐ฎ๐ณ India:$0.0124 โ$0.0118
- ๐บ๐ธ United States / Canada:$0.0263 โ$0.0250
- ๐ฌ๐ง United Kingdom:$0.0667 โ$0.0635
- ๐ช๐ธ Spain:$0.0742 โ$0.0707
๐ Full rate card, USD per message, effective October 1, 2026
This is Meta's published rate card and it is exactly what you will be billed. Service is priced the same as utility in every market.

๐ If you resell WhatsApp, check your rebilling multiplier
Rebilling is applied as a multiplier on cost, so your client-facing price moves with the rate. Review your multiplier under
Agency dashboard > Reselling > WhatsApp > Manage
and set it where you want it ahead of October 1.October 2026 billing changes [effective 1 October 2026]
Two categories of messages that are currently free become billable from 1 October 2026. Both changes apply on a per-message basis, consistent with how template messages are already charged.
Change 1: service messages become billable
- What changes:All service messages will be charged on a per-message basis, consistent with how template messages are charged. A service message is any free-form reply you send inside an open 24-hour customer service window, including manual Inbox replies, workflow replies and Conversation AI replies.
- Why it matters:Service messages have not been charged since 1 November 2024. From 1 October 2026 they return to being a billable message category.
- Free allowance:The first 1,000 service messages per phone number are free. The allowance is counted per phone number and resets at the start of each following month.
Change 2: in-window utility messages become billable
- What changes:Utility messages sent in response to users will be charged on a per-message basis, that is, utility messages delivered within an open 24-hour customer service window.
- Why it matters:In-window utility messages have not been charged since 1 July 2025. From 1 October 2026 a utility message is billable whether it is sent inside or outside the customer service window.
Before and after at a glance

How the 1,000 free service messages work
- The allowance is tracked per WhatsApp phone number, not per sub-account and not per contact.
- The first 1,000 service messages delivered from that number in a calendar month are free.
- Once the number passes 1,000, every additional service message that month is charged per message.
- The counter resets to zero at the start of the next month. Unused allowance does not roll over.
โ
Free Entry Point windows stay completely free
> ๐
Nothing about Free Entry Point changes on October 1.
Conversations that start from a Click to WhatsApp ad or a Facebook Page call-to-action button remain free for a full 72 hours, for every message type. Marketing, utility and service messages are all at no charge inside that window. This is the single biggest lever you have to keep your WhatsApp costs down after October 1.How it works
- A WhatsApp user messages you from a Click to WhatsApp ador aFacebook Page call-to-action button, on the Android or iOS app. (Desktop and web do not open an FEP window.)
- A 24-hour customer service window opens as normal.
- If you reply within those 24 hours, that reply is freeand it opens a72-hour Free Entry Point windowstarting from the moment you replied.
- While the FEP window is open you can send any type of message at no charge, including service messages and utility templates that would otherwise be billable.
One thing to watch:
the customer service window is independent of the FEP window. If the 24-hour customer service window closes, you can only send template messages, even though the FEP window is still open and those templates are still free.What this means in practice:
route more first-touch traffic through Click to WhatsApp ads and Page CTA buttons. Every conversation that starts there gives you three days of completely free messaging, which the new service-message charge does not touch.Change 3: rate card updates
Per-message rates change in the following markets from 1 October 2026. Markets marked * are also moving out of their regional "Rest Of" pricing bucket, see Change 4.

*Market is being moved out of its respective "Rest Of" pricing region to be standalone on the rate card.
The nine markets with utility rate updates were given four months' notice rather than the usual one month.
In the markets marked as an increase above, Meta's increase is larger than the 5% we are removing, so your rate is higher than what you pay today. Everywhere else your rate goes down. The full card is above.
Change 4: newly-standalone markets
Six markets moved out of their respective "Rest Of" pricing region on 1 July 2026: Hong Kong, Singapore, Hungary, Poland, Romania and Qatar. From 1 October 2026 a further nine markets become standalone on the rate card.
Standalone from 1 October 2026:
Bangladesh, Iraq, Kazakhstan, Kuwait, Morocco, Nepal, Oman, Sri Lanka and Ukraine.
Until 30 September 2026 a message to one of these countries is priced at its regional "Rest Of" rate. From 1 October 2026 the country has its own line on the rate card, with its own per-message rate.
What you should do before 1 October 2026
- ๐ Review your rebilling multiplierunderAgency dashboard > Reselling > WhatsApp > Manage. Service and in-window utility volume that cost you nothing will start carrying a per-message cost.
- ๐ค Audit high-volume support flows.Sub-accounts that rely heavily on free-form support replies and Conversation AI are the most exposed to the change.
- ๐ฃ Keep using Click to WhatsApp ads.Free Entry Point conversations stay free for the full 72-hour window.
- ๐ Watch your per-number volume.Numbers that stay under 1,000 service messages a month are unaffected.
- ๐ Set a wallet balance alertinSettings > Company Billingso a rate change never interrupts your sending.
Why this matters for your business
- ๐ The 5% off your rate in every market, starting with your very first send
- ๐ Rebilled sub-accounts follow the new rate automatically, so check your multiplier is set where you want it
- ๐ค Pricing you can defend to any client, because it is Meta's number and nothing else
- ๐ 1,000 free service messages per phone number per monthcovers routine support at no cost
Many WhatsApp platforms add anywhere from 6% to 25% on top of Meta's rate and never tell you.
As of October 1, we add nothing. Go check.
Resources
- WhatsApp Business Platform pricing (Meta)
- How WhatsApp message billing works in HighLevel (link to support article)
new
improved
Automations
Workflow Publish & Validation Gate
Publishing a workflow just got a lot safer. If your workflow has unresolved configuration issues, we now stop the publish, show you exactly what is broken, and help you fix it on the spot. Broken workflows no longer slip silently into production.

What's New
- One place for every error
- Frontend and backend validations are now merged into a single Highlight Error sidebar.
- Earlier, the same workflow could surface different errors in different UIs with no consistency between them. Now every error lands in one coherent view, no matter where it comes from.
- Each error carries two clear actions instead of hidden ones: open the step directly, or take AI's help to resolve it.

- Save your progress even when errors exist
- Auto save and manual save now work even when errors are present on the canvas.
- Earlier we blocked the save entirely, which threw repeated error toasters and felt like a bug to our users.
- You can now stop midway, keep everything you have built, and come back to fix the rest later.
- Publish is blocked until the workflow is clean
- Hit Publish with unresolved errors and you get a modal listing every one of them.
- Safer workflows for your customers, safer infra for all of us.

How to Use
- Click Publish on your workflow.
- If errors exist, a modal lists the unresolved issues.
- Click Review Issues to open the Resolve Errors sidebar.
- For each error, choose Open Step to jump straight to that action or trigger, or take AI's help to resolve the error.
- Resolve everything, then publish.
Why It Matters
This sits on top of a full year of validation coverage built across triggers and actions. Users no longer guess what is misconfigured. The canvas tells them, the sidebar fixes it, and the publish gate makes sure only working workflows go live.
new
Payments
Manually retry failed subscription payments
Whatโs new?
You can now manually retry failed subscription payments directly from the Subscription Details page for NMI, Authorize.Net, Square, and Mercado Pago.
This gives businesses another way to recover subscription revenue after automatic payment retries have been exhausted or unavailable, along with an option to update the card for the subscription and collect payment from a new payment method.
How it works?
Go to
Payments > Subscriptions
and open any subscription with an 'Unpaid
' or 'Past due
' payment status.Once automatic retries are exhausted, you can:
- Retry the oldest unpaid payment using a saved card or a newly added card
- Optionally set the selected card as the subscriptionโs default payment method
- Attempt a failed payment retry up to three times with the same card
- After three unsuccessful attempts, a 24 hour cool-down applies before that card can be retried
- Localized warnings will clearly indicate when another retry is not yet available.
Help article
- https://help.leadconnectorhq.com/support/solutions/articles/155000008665-how-to-manually-retry-a-failed-subscription-paymentWhy it matters?
- Previously, failed payments could remain unpaid after automatic retries were exhausted, requiring businesses to find alternative ways to collect the payment.
- Manual retries provide businesses greater control over payment recovery and make it easier to reduce involuntary subscription churn without leaving the platform.
Whatโs next?
We will continue improving subscription payment recovery across payment providers and making failed payment management more seamless.
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