HighLevel Release Notes
28 release notes curated from 1 source by the Releasebot Team. Last updated: Jun 6, 2026
- Jun 5, 2026
- Date parsed from source:Jun 5, 2026
- First seen by Releasebot:Jun 6, 2026
HouseCall Pro - Workflow action & triggers
HighLevel adds direct Housecall Pro support in Workflows with two new triggers, Job scheduled and Job completed, plus a Create new customer action. Home service teams can now sync bookings, reschedules, completions, and new customer records through automation.
What’s new?
You can now connect Housecall Pro directly to Workflows. Two triggers — Job scheduled and Job completed and one action — Create new customer. Let home service businesses react to bookings, reschedules, and job completions, and push new customer records into Housecall Pro from any workflow.
How it works
Job scheduled fires when a new job is scheduled or an existing job is rescheduled. Job completed fires when a job is marked complete. Both return the same full job payload plus a nested customer object, so downstream mapping is consistent across the two events. The action creates a new customer record from workflow inputs, returning the new customer ID for downstream steps. Authentication is API key, connect once, target multiple accounts via the Connected Account dropdown.
How to use it
In Workflows, add a Housecall Pro trigger or the action.
Click Connect your account; in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro → My Apps → Go to App Store → API Key Management → Generate API Key with Full Access).
For the triggers: optionally Add filters to scope by customer, job tag, employee, or any captured field; then Find new records to capture a sample payload.
For the action: fill First Name and Last Name (required) and any optional fields (Email, Company, Mobile Number — 10 digits, Home Number); Test Action to validate.
Save and publish.
Why we built it
Home service businesses run jobs, scheduling, invoicing, estimates, and payments in Housecall Pro but lead capture, marketing, and cross-channel customer outreach typically live in the platform. Bridging the two lets a new booking in Housecall Pro fire a confirmation message and update the CRM, a job completion fire a review request and a receipt, a reschedule notify the customer and the crew, and a new web-form lead flow into Housecall Pro as a customer record ready for the service team.
Simple example
A customer books a window-cleaning job in Housecall Pro for next Tuesday. Within moments, Job scheduled fires — the workflow sends a confirmation SMS with the window, creates or updates the matching contact in the CRM, and tags the contact with ‘Window Cleaning’. Two days later when the technician marks the job complete, Job completed fires — the workflow sends a thank-you SMS with a review link and delivers the receipt automatically.
Additional Notes
Triggers (2): Job scheduled — fires on new bookings and on schedule updates to existing jobs. Job completed — fires when a job is marked complete. Both filterable via Add filters; both return the same job + nested customer payload shape.
Action (1): Create new customer — required First Name and Last Name; optional Email, Company, Mobile Number (10 digits), Home Number.
API key authentication — generate at Housecall Pro → My Apps → API Key Management with Full Access permissions.
Premium triggers and action — billed per execution at the standard automation rate. Housecall Pro plan usage is billed by Housecall Pro directly.
Original source - Jun 5, 2026
- Date parsed from source:Jun 5, 2026
- First seen by Releasebot:Jun 6, 2026
QR Code Sharing in Funnel Builder
HighLevel adds QR code sharing in Funnel Builder, letting users generate and download QR codes for the current funnel step without leaving their workflow, with extra customization and multiple download formats.
Overview
Added QR code sharing directly inside Funnel Builder so you can create and download a QR code for the current funnel step without leaving your workflow.
What’s improved
You can now generate a QR code directly from Funnel Builder
The QR code is automatically linked to the current funnel step
You can download the QR code in PNG, SVG, or PDF
You can also choose Edit QR to open more customization options
The QR code option only appears when a domain is connected or hosted
How to access
Open a funnel in Funnel Builder
Locate the Funnel URL at the top of the page
Click the QR code icon next to the URL
Download the QR code or select Edit QR to customize it further
Why it matters
Saves time by removing extra steps
Reduces the chance of linking the wrong page or step
Makes it easier to promote funnels through print, events, packaging, signage, and other offline channels
Brings QR code creation into the same place where you build your funnel
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- Jun 5, 2026
- Date parsed from source:Jun 5, 2026
- First seen by Releasebot:Jun 6, 2026
Product Custom Values for Dynamic Product Details Page Content
HighLevel adds product-related custom values for Product Detail Pages, letting store owners dynamically display product name, price, SKU, stock status, subscription details, shipping dimensions, and more. Variant-based values update automatically when shoppers switch variants for richer PDP content.
What’s New?
Store owners can now use Product related custom values on Product Detail Pages to dynamically display product-specific information inside supported text elements.
These custom values allow users to show values like product name, description, product type, label, ratings, price, SKU, stock status, subscription details, and shipping dimensions. Variant-based values such as price, SKU, stock, and subscription details update automatically when customers switch variants.
Product tokens are available under the Product section in the Custom Values picker, helping users create more dynamic and personalized PDP content.
How to Use It?
Open the Store Builder and go to a Product Detail Page or Custom Product Detail Page.
Select a supported text element: Heading, Sub-Heading, Paragraph, Bullet List, or Rich Text.
Open the Custom Values picker and choose the Product section.
Insert the required product token.
Save and publish the page.
Key Points to Note:
Product custom values work only on Product Detail Pages and Custom Product Detail Pages.
Supported elements include Heading, Sub-Heading, Paragraph, Bullet List, and Rich Text.
Custom values will not work on Product Listing, checkout, landing pages, funnels, blogs, webinars, calendars, or other non-PDP pages.
Custom values will not resolve inside buttons, FAQs, countdown timers, image captions, form fields, or other unsupported elements.
Featured Product is only an element. Adding it to a non-PDP page does not make product custom values work there.
Unsupported or missing values render as blank, so no broken custom values appear on the live page.
Images:
Original source - Jun 5, 2026
- Date parsed from source:Jun 5, 2026
- First seen by Releasebot:Jun 6, 2026
Invoices - Accounting sync
HighLevel introduces Accounting Sync, a web dashboard for monitoring and fixing invoice, transaction, and contact syncs across QuickBooks, Xero, and Wave. Users can review failure reasons, retry records, and keep accounting data audit-ready.
🚀 Never Miss a Sync Again — Full Accounting Visibility Is Here
Your invoices, transactions, and contacts. Always in sync.
You send the invoice. HighLevel handles the sync — and now tells you exactly what happened. Accounting Sync is your centralized hub for monitoring and fixing sync activity across QuickBooks, Xero, and Wave.
🤔 The Challenge
You connected your accounting software and assumed everything was syncing. It wasn't. Invoices failed silently — no alert, no log, no way to know. You only discovered the gaps when your accountant flagged missing records. By then, reconciling the damage took hours.
✨ Our Solution
Accounting Sync gives you a live dashboard for every connected accounting platform. See exactly how many invoices, transactions, and contacts synced — and which ones failed. Drill into individual records, read the failure reason, and retry with one click.
🏆 How This Supercharges Your Business
Stay audit-ready: Catch sync failures immediately — before they become accounting headaches.
Save hours of reconciliation: Stop manually cross-checking your CRM against your accounting platform.
Fix errors fast: Read the failure log and retry the sync directly from the dashboard — no support ticket needed.
Full entity coverage: Monitor invoices, transactions, and contacts all in one place.
🛠️ How to Get Started
Navigate to Payments → Invoices & Estimates → Accounting Sync in your sub-account.
Click Manage next to your connected accounting platform (QuickBooks, Xero, or Wave).
Click the expand icon on any entity to open Record View and see the status of every individual record.
Hover over the ⓘ icon on any errored record to read the failure reason and last attempt timestamp.
Click Retry to re-trigger the sync for that record.
🔮 What's Next?
Transaction sync for Wave is coming soon — so Wave users will get the same full-entity coverage already available on QuickBooks and Xero. We're also exploring proactive failure notifications so you're alerted the moment a sync error occurs, without needing to check the dashboard.
📝 Good to Know
Supported accounting platforms: QuickBooks, Xero, Wave
Transaction and Contact sync for Wave is not yet supported — invoices only
Accounting Sync is available on web only
Invoices created and sent via the HighLevel mobile app will sync automatically — but sync status and logs must be reviewed on web
The Retry button is available per record; bulk retry is not yet supported
Original source - Jun 5, 2026
- Date parsed from source:Jun 5, 2026
- First seen by Releasebot:Jun 5, 2026
Ad Manager: Draft support for Meta lead forms
HighLevel adds draft support for Meta Lead Forms in Ad Manager, letting users save, edit, and review forms before publishing. It also adds draft badges, inline editing, and campaign validation warnings for incomplete or unpublished forms to help prevent launch errors.
👀 What’s New?
Users can now create and save Meta Lead Forms in a Draft state directly from the Ad Manager campaign flow.
Added a dedicated “Save as Draft” action inside the Facebook Lead Form builder.
Draft forms are now visibly labeled with a 'Draft' badge inside the lead form selection dropdown.
Added edit support for draft forms directly from the lead form selector using the inline edit icon.
Campaign validation now detects draft or incomplete forms before publishing ads.
Added warnings for forms with incomplete field mappings or unpublished draft states.
👷 How It Works:
Inside the Meta Lead Form builder, users can configure the form normally using sections like: Form Type, Greeting, Questions, Form Fields Mapping, Privacy Policy, Message for Leads
Instead of immediately creating the form on Meta, users can now click “Save as Draft.”
Draft forms appear inside the Select a lead form dropdown with:
- A visible Draft status pill
- Created timestamp
- Quick edit capability via edit icon
Users can reopen draft forms anytime, continue editing, complete mappings and finally publish the form.
If a draft or unmapped form is selected during campaign setup, the system now shows validation messaging such as:
“The selected form is in draft status and has unmapped form fields. Please publish the form and complete field mapping before using it in a campaign.”
Once the form is fully configured and published, it becomes eligible for campaign usage.
⭐ Why It Matters:
Meta does not allow editing of already published lead forms, making mistakes costly once a form goes live.
Draft support enables advertisers to iteratively build forms without immediately locking the configuration.
Improves campaign preparation workflows by allowing teams to:
- Save work that is not ready to be used
- Review forms before publishing
- Complete CRM field mappings later
- Reduce accidental publishing errors
Especially useful for agencies and teams managing complex lead generation setups with approvals or multi-step reviews.
📝 Notes:
Draft forms cannot be used in live campaigns until they are published.
Validation requirements are relaxed during draft save but enforced during final publish.
Existing published Meta forms continue to work without any changes.
Public API doc - https://marketplace.gohighlevel.com/docs/ghl/ad-manager/fb-create-page-lead-form
Original source - Jun 4, 2026
- Date parsed from source:Jun 4, 2026
- First seen by Releasebot:Jun 5, 2026
Support Tickets for Marketplace Apps
HighLevel introduces in-app support tickets for App Marketplace apps, letting agencies raise issues, attach files, and track developer replies without leaving HighLevel. The update centralizes Marketplace support, adds email notifications, and streamlines two-way communication through the Developer Portal.
Key Features / Benefits
Agencies can now create and manage support tickets for 3rd party applications directly from within the App Marketplace, eliminating the need to rely on email or external support channels. Agencies can now raise issues, attach relevant files or screenshots, and communicate directly with app developers without leaving HighLevel. Developers can view and respond to these tickets from the Developer Portal, creating a streamlined support experience for both sides.
- Create Support Tickets Directly from Installed Apps :Raise support requests without switching to email or external websites.
- Attach Supporting Files: Include screenshots, documents, and other attachments to provide context and speed up issue resolution.
- Two-Way Communication: Developers can respond from the Developer Portal, and agencies can view and continue the conversation directly within HighLevel.
- Centralized Support Experience: All support requests and responses remain tied to the app, making it easier to track ongoing issues and past conversations.
- Improved Visibility: Agencies can monitor ticket status and developer responses from a single location.
- Notification via email: Email notifications will be sent for ticket creation and any updates on ticket.
- Powered by Freshdesk: A support ticket is generated on freshdesk with entire conversation.
How to Use
For Agencies
- Navigate to an installed app in the Marketplace.
- Click on Raise a support ticket.
- Enter the issue details and attach any relevant files.
- Submit the ticket.
- View developer responses and continue the conversation from the same interface.
For Developers
- Open the Developer Portal.
- Navigate to the Support Tickets section.
- Review incoming support requests.
- Respond directly to agencies and manage ticket conversations.
P.S. Sub-account admins/users will not be able to create support tickets.
Why This Feature?
Today, most Marketplace support interactions happen through email or external support systems, resulting in fragmented communication and limited visibility into ticket status.
With In-App Support Tickets:
- Agencies get a seamless support experience directly within HighLevel.
- Developers can manage support requests from a centralized location.
- Communication remains contextual and tied to the app.
- Support interactions become more transparent and easier to track.
This enhancement helps create a more reliable and scalable support experience across the Marketplace ecosystem.
How to enable:
The feature can be enabled via labs:
Agency view >> Labs >> Marketplace - Developer Support Tickets
Preview:
Form to raise support ticket:
Listing view to track support tickets:
Conversation view to see developer updates & co-ordinate:
Original source - Jun 4, 2026
- Date parsed from source:Jun 4, 2026
- First seen by Releasebot:Jun 5, 2026
Analytics & Discovery Sub Agent in AI Builder in Workflows
HighLevel adds AI Builder analytics and workflow search, letting users ask plain-language questions about performance, delivery, branch paths, contact tracking, trigger diagnostics, and version history with live account data right inside workflows.
AI Builder up until now could only build or edit workflows but now it can answer analytics & performance questions as well. Ask in plain language, get a structured answer off live data from your account. On top of that you can ask it to find any workflow in your account, giving you a single window to work from inside workflows.
What's New
Performance Insights
Ask how a workflow is doing and get entries over any period (up or down vs. the period before), a status breakdown (completed, failed, waiting, skipped), completion rate, goal conversions, and where contacts drop off. View trends by week, day, or hour, and see how many contacts sit at each step right now.
Email and SMS Results
Pull delivery and engagement metrics for any email or SMS step: delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.
Branch and Path Insights
For if/else and split steps, see what percentage of contacts took each branch.
Contact Tracking
Check whether a person completed, failed, or is still active, when they entered, how long they took, and where they are now. Put names to the numbers — ask "who entered last week?" or "which contacts failed at the SMS step?" and get names and emails back.
Trigger Diagnostics
Find out whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts get rejected. Inspect a single fire to compare the value checked against the value expected. This surfaces silent rejections you couldn't see before.
Workflow Search
Search every workflow by name, status, tags, the triggers or actions it contains, or who last edited it. Ask "which workflows use a Wait step?" or "which use the Invoice Paid tag?" and get an answer at once.
Version History
Ask who last edited a workflow and how many versions exist.
How to Use
Open the AI Assistant in any workflow and ask. No setup required.
Built to Be Trusted
The Assistant only reads; it never touches your workflows when answering. Periods like "last 7 days" run against your own timezone. It won't invent numbers - when there's no data, it says so and tells you what to check. Every answer leads with the key figures, compares against the period before, and ends with next steps.
Why This Matters
Answers that used to mean digging through execution logs now come back in seconds, in plain language, off live data. The Assistant closes the gap between building workflows and understanding how they perform -without leaving the canvas or learning a new interface.
Original source - Jun 4, 2026
- Date parsed from source:Jun 4, 2026
- First seen by Releasebot:Jun 4, 2026
Alt Text Support for Images in Social Planner
HighLevel adds alt text support for images in Social Planner, making posts more accessible and inclusive. Users can add, edit, remove, and preview custom alt text for single images or carousels, with platform-aware publishing and per-image descriptions before posting.
With Alt Text Support for Images, you can now add descriptive text to images directly inside Social Planner, helping make your content more accessible and inclusive without switching to native social platforms.
🚀 What’s new
Add Alt Text to Images
You can now add custom alt text to every image uploaded in Social Planner.
- Works for single-image posts
- Works for multi-image posts and carousels
- Alt text is stored individually for each image
- Fully editable before publishing
Quick Add, Edit & Preview
After uploading an image, simply hover over it and select Alt Text.
From there, you can:
- Add alt text
- Edit existing alt text
- Remove alt text if needed
Images with configured alt text display a visual indicator, making them easy to identify.
Multi-Image Support
Each image in a carousel or multi-image post can have its own unique description.
This ensures every image receives accurate context instead of relying on a single generic description.
Platform-Aware Publishing
Social Planner automatically sends alt text to platforms that support it and safely ignores it on platforms that don’t.
👷 How to use this feature
- Go to Marketing → Social Planner
- Create a new post
- Upload one or more images
- Hover over an image and click Alt Text
- Enter a description for the image
- If you want to edit/update Alt Text, click again on the Alt Text icon to update
- Save, schedule, or publish your post
💡 Why it matters
- Improve accessibility for visually impaired audiences
- Create more inclusive social media content
- Follow accessibility best practices
- Keep everything within a single publishing workflow
- Reduce the need to edit posts natively after publishing
📝 Notes
- Alt text is configured per image, not per post
- Supported automatically on platforms that accept alt text
- Images can be updated or edited before publishing
- Jun 3, 2026
- Date parsed from source:Jun 3, 2026
- First seen by Releasebot:Jun 4, 2026
Conversations AI: Enhanced Audio Understanding
HighLevel improves Conversations AI with upgraded audio transcription for better voice understanding, more accurate customer intent detection, expanded language support, and more reliable voice-to-text processing across audio messages and notes.
What's New
We've upgraded the audio transcription capabilities powering Conversations AI, delivering significantly better voice understanding across customer conversations.
With this enhancement, Conversations AI now provides:
- Higher transcription accuracy for voice messages and audio notes
- Expanded support for additional languages
- Improved reliability and stability during audio processing
These improvements help the AI better understand customer intent from voice interactions, resulting in more accurate and natural responses.
How It Works?
1. Improved Voice Understanding
Conversations AI now uses an enhanced speech recognition engine.
Better recognition of natural speech patterns and conversational language.
Improved handling of different accents and pronunciation variations.
More accurate interpretation of customer intent from audio messages.
Better performance when processing noisy or lower-quality audio recordings.
2. Expanded Language Support
Audio transcription now supports additional languages, including:
- Arabic
- Belarusian
- Bengali
- Bosnian
- Croatian
- Gujarati
- Hebrew
- Kannada
- Macedonian
- Marathi
- Persian (Farsi)
- Serbian
- Slovenian
- Tagalog
- Tamil
- Telugu
- Urdu
Existing support continues for major languages such as English, Spanish, French, German, Portuguese, Hindi, Japanese, Korean, Chinese, Italian, Dutch, Turkish, Vietnamese, Thai, and many others.
3. More Reliable Audio Processing
Improved handling of transcription edge cases.
Better recovery from processing failures.
Reduced transcription interruptions.
More consistent voice-to-text performance across supported channels.
Note:
These enhancements are automatically available for all users who have enabled Respond to Audio in their Bot Settings. No additional setup or configuration is required.
Original source - Jun 3, 2026
- Date parsed from source:Jun 3, 2026
- First seen by Releasebot:Jun 4, 2026
Media Library: Expanded File Preview Support
HighLevel expands Media Library previews with in-browser viewing for PDFs, Word docs, spreadsheets, audio, 3D models, and text files, making it easier to inspect files without downloading them first.
We're making it easier to inspect files without leaving the Media Library. You can now preview many more file types directly in the existing preview modal—no download required.
What's New
The Media Library now supports in-browser previews for:
- PDF files – Browse pages, zoom in and out, jump to specific pages, and select text.
- Word documents (.docx) – View full document formatting, including pagination, headers, and footers.
- Excel and CSV files – Open spreadsheets with worksheet tabs and familiar column headers.
- Audio files – Play supported audio formats directly in the browser, including MP3, WAV, OGG, and M4A.
- 3D models – Interactively view supported 3D files, with controls for rotation, wireframe mode, and camera reset.
- Text and code files – Preview JSON, CSS, plain text, and other supported text-based files with syntax highlighting.
How It Works
Select any file in the Media Library, or choose Preview from the right-click menu.
The correct viewer will open automatically based on the file type.
Additional Notes
Preview size limits apply:
- PDF: up to 50 MB
- Word: up to 15 MB
- Excel/CSV: up to 15 MB
- 3D models: up to 50 MB
- Text files: up to 5 MB
- Audio files: up to 100 MB
Files that exceed these limits will display a Too Large to Preview message with an option to download the file instead.
- Spreadsheet previews are limited to 1,000 rows × 100 columns per worksheet to maintain performance. If a file exceeds these limits, a notice will appear and the full file can still be downloaded.
- Unsupported file types (such as PowerPoint files, ZIP archives, font files, and legacy Word documents) will display an improved Preview Not Available message when browser preview is not supported.
- Jun 3, 2026
- Date parsed from source:Jun 3, 2026
- First seen by Releasebot:Jun 4, 2026
Audit Logs for Preference Management 🚀
HighLevel expands Audit Logs with clearer visibility into preference and subscription management changes, helping teams track who changed what and when. It adds detailed records for contact preference updates and subscription type edits, with export support for compliance and reporting.
We've expanded Audit Logs to provide greater visibility into preference and subscription management activities.
🚀 What's New
Track contact preference updates: Check preference updates made by logged-in users, including:
- Which contact's preferences were updated
- Who made the change
- When the change was made
- The previous and updated preference values
Subscription type updates: Monitor modifications made to subscription types in the Preference Management Hub, including:
- Which subscription type was modified
- Who made the change
- When the update occurred
- What settings or details were changed
📌 Why this matters?
- Export audit records easily for compliance and reporting
- Improve transparency and accountability across your team
- Quickly identify what changed, who made the change, and when it happened
📝 How to access
Navigate to Settings → Audit Logs
View detailed information about each change, including the user, affected record, timestamp, and change details
⭐ Coming soon
A dedicated History tab on Contact Preferences, providing a complete timeline of preference changes, sources, legal basis, and update details.
Original source - Jun 3, 2026
- Date parsed from source:Jun 3, 2026
- First seen by Releasebot:Jun 3, 2026
Live Sessions in Courses
HighLevel adds Live Sessions in Courses, giving creators one place to schedule one-time or recurring classes, manage reminders and go-live alerts, host live learning, and reuse recordings inside the course experience.
Live Sessions in Courses make it easy to plan, host, and reuse live learning — all from one place. From one-time classes to recurring series, creators now have a seamless way to run live experiences directly inside their course.
What’s New
Flexible Session Scheduling
Creators can now schedule both one-time sessions and recurring series directly within a course.
Recurring sessions support daily, weekly, and custom patterns, with full timezone awareness to ensure accuracy for all participants.
Built into the Course Experience
Live Sessions are now integrated into the Course Outline with a dedicated section for easy access.
Each session appears as a card with preview details, making it simple to browse and track upcoming sessions.
Better Management & Control
Creators can edit or cancel sessions at any time.
For recurring sessions, updates can be applied to a single occurrence or all upcoming sessions — offering flexibility without disrupting the entire schedule.
Smarter Go-Live & Notifications
The Go Live button becomes available 15 minutes before the session starts, allowing hosts to begin on their own time.
Admins receive reminder emails, and creators can manage learner notifications for session reminders, updates, and go-live alerts.
Enhanced Learner Experience with Recordings
Learners get a dedicated Live Session section within their course, along with relevant notifications.
After sessions end, creators can access recordings, download them, or add them into the course as lessons for future viewing.
Why This Matters
Live Sessions unify scheduling, hosting, notifications, learner access, and recordings into a single workflow — making live teaching simpler for creators and more engaging for learners.
Original source - Jun 3, 2026
- Date parsed from source:Jun 3, 2026
- First seen by Releasebot:Jun 3, 2026
SMS Widgets for Dashboards & Reporting - All Your SMS Data, Right Where You Work
HighLevel adds a dedicated SMS section in Dashboards, bringing ready-to-use widgets and configurable SMS reporting alongside Email and Calls. It also expands Custom Metrics with SMS as a dimension, giving teams a clearer view of delivery health, inbound volume, and message activity.
What's New?
A dedicated SMS section is now available in the Dashboards widget panel — just like Email widgets, but for SMS
Five ready-to-use widgets: SMS by status, Incoming SMS count, SMS by source type, SMS by sender, and SMS volume over time
Each widget is fully configurable — filter by delivery status, direction, source, or sender to surface exactly the data you need
SMS is now available as a dimension in Custom Metrics — build KPIs like delivery rate or inbound volume using the formula builder today
How It Works:
Open any dashboard and click Edit Dashboard
Click + Add Widget and scroll to the new SMS section
Pick a widget, configure filters and chart type, and click Save Changes
Why It Matters:
Full messaging picture in one place — SMS now sits alongside Emails and Calls on your dashboard, so you can see all channel activity without switching tools or filtering through Conversations
Delivery health at a glance — Know exactly how many messages were Sent, Delivered, Failed, or Undelivered for any time period
Understand what's driving your volume — Break down SMS by source (Workflow, Campaign, Bulk action) or by team member to see who sent what and from where
Two-way visibility — Track inbound SMS alongside outbound to measure how conversations are performing, not just how many messages were sent
Notes:
All widgets support filtering by status, direction, source, and sender — combine filters for precise segmentation
Available on all plans that include Dashboards & Reporting
Available in the modules Dashboards, Reporting, and Custom Metrics.
Original source - Jun 2, 2026
- Date parsed from source:Jun 2, 2026
- First seen by Releasebot:Jun 2, 2026
Prospect AI — Major improvements Live 🚀
HighLevel releases a major Prospect AI upgrade with multiple agents, higher monthly lead limits, smarter weekly and monthly scheduling, clearer lead allocation, and more control over audits, enrichment, and contact creation.
Prospect AI is getting a major upgrade
What started as a simple automated lead finder is evolving into a much more powerful prospecting engine — giving you more control over how leads are discovered, when agents run, and how prospects are enriched and managed. ( Find it inside Agency > Prospecting > Prospect AI or in Sub account: Marketing > Prospecting > Prospect AI)
Multiple AI agents & higher lead limits
One AI agent is no longer enough.
You can now create multiple Prospect AI agents, each targeting a different niche, location, or strategy.
Example
Agent Alex → Dentists in Dallas
Agent Sarah → HVAC Contractors in Austin
Agent Mike → Roofers in HoustonEach agent can have its own:
- Niches
- Locations
- Search radius
- Prospect filters
- Audit preferences
- Lead enrichment settings
Increased Monthly Limits
We've significantly expanded Prospect AI capacity:
This is a significant increase from the earlier limits, which typically generated around 10–15 prospects per month.
Plan Monthly Prospect AI Leads
Default basic Prospecting up to 50/month
Premium Prospecting up to 100/monthImportant: Limits are applied per account, not per agent.
We're actively exploring ways to further increase limits as usage and feedback grow.
Best Practice: Prospect AI relies on Google Maps data. Narrow targeting criteria may limit available prospects after repeated runs. We recommend reviewing and refining your filters regularly.
⚡ Smarter weekly scheduling
Previously, agents would wait until the next scheduled cycle to start.
Example:
You create an agent on Tuesday and set schedule = Friday
Agent waits until next week's Friday
New behavior
Prospect AI now starts much faster.
If the selected schedule hasn't passed yet, the agent will start during the current week instead of waiting for the next cycle.
Note: If the scheduled run is within the next 24–36 hours, the first run may still be pushed to the following cycle due to processing windows.
Smarter monthly scheduling
Monthly schedules now behave more naturally as well.
Example
You create an agent during the first week of the month
Schedule = Second Week
Previously: Agent would often wait until the following month
Now: If the selected week hasn't passed yet, Prospect AI will start during the current month
This means agencies begin receiving value much sooner after setup.
Monthly lead allocation across agents
Managing multiple agents is now easier. We've improved the allocation experience with:
- Better visual indicators
- Clearer color coding
- Real-time visibility into: Total monthly allowance, Leads already assigned to other agents, Leads allocated to the current agent. Remaining available capacity
This makes it easier to distribute your lead budget across territories and niches.
Audit & enrichment controls
Prospect AI now gives you more control over what happens after a prospect is discovered.
Choose Which Audits Run Automatically. You can decide which Marketing Audit sections should be generated for new prospects
Automatically create contacts (Sub-Accounts)
For Sub-Account Prospecting, you can now decide whether Prospect AI should:
- Create a Contact automatically when a new prospect is found
- Or simply create the prospect without creating CRM records
This gives agencies more flexibility in how prospects enter their CRM workflows.
Why this matters
Prospect AI is becoming much more than an automated lead finder.
With:
- Multiple agents
- Territory management
- Lead allocation
- Automated audits
- Contact creation
You're starting to build an AI-powered prospecting team that works behind the scenes to continuously discover new opportunities.
Coming next
We're already working on the next wave of Prospect AI capabilities:
- Automatic opportunity creation: Agents will be able to create opportunities directly inside your Sub-Account pipeline whenever new prospects are discovered.
- Run history & logs: See: When an agent last ran, how many prospects were found, success/failure status, detailed execution logs
- Personalized outreach drafts: Generate AI-powered email drafts tailored to: Audit findings, business weaknesses, agencies strength etc
- Workflow trigger source filter for each agent
Please submit your ideas and suggestions here
Helping you move from discovery → outreach even faster.
Original source - Jun 2, 2026
- Date parsed from source:Jun 2, 2026
- First seen by Releasebot:Jun 2, 2026
Publish Poll Posts in Linkedin from Social Planner
HighLevel adds native LinkedIn Polls to Social Planner, letting users create, schedule, preview, and publish polls without leaving the platform. The new feature supports flexible durations and fits into existing publishing workflows for stronger LinkedIn engagement.
We brought one of LinkedIn’s most engaging content formats directly into Social Planner. ✨
You can now create, schedule, and publish LinkedIn Polls without leaving the platform.
From audience research to engagement campaigns, LinkedIn Polls are now part of your Social Planner workflow.
🚀 What’s new
Native LinkedIn Poll Creation
Create LinkedIn polls directly from the Social Planner composer.
Add a poll question (up to 140 characters)
Add 2–4 answer options (up to 30 characters each)
Configure everything without switching to LinkedIn
Flexible Poll Duration Options
Choose how long your poll remains active:
- 1 Day
- 3 Days
- 7 Days
- 14 Days
Poll Preview Before Publishing: Review your poll before it goes live to ensure your question, options, and duration are set correctly.
Works Across Existing Publishing Flows: LinkedIn Polls are fully integrated with Social Planner workflows, including:
- Instant Publishing
- Scheduled Posts
- Recurring Posts
- Category Queue
- CSV Bulk Uploads
- Drafts
👷 How to use this feature
Go to Marketing → Social Planner
Create a new post and select a LinkedIn account
Click Add Poll
Enter your poll question and answer options
Select a poll duration
Publish, schedule, save as draft, or add to a queue
💡 Why it matters
Create more engaging LinkedIn content
Gather audience feedback directly through polls
Increase interaction and participation on LinkedIn posts
Manage poll publishing alongside all other content in Social Planner
Reduce the need to switch between tools for content creation
📝 Notes
LinkedIn Polls cannot be combined with images, videos, PDFs, or other media
When publishing to multiple platforms, media can still be added to non-LinkedIn variants
If media is attached to the LinkedIn version of the post, the poll will not be published
Polls support 2–4 answer options only
Original source
Curated by the Releasebot team
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