Overview

You can now receive notifications for new messages in conversations you follow, ensuring you never miss important updates.

👀 What’s New?

• New Notification for Followers: A new notification setting has been added: “Notify for new messages on conversations where I am a follower”
• Default Notification Behavior: In-app notifications are enabled by default for followers. Email and SMS notifications can be enabled based on user preference.

⭐ Why it Matters:

Previously, only conversation owners could receive notifications for new messages. Followers had to manually check conversations, which could lead to missed updates. With this update, followers can stay informed in real time, improving response efficiency.

What's New

We've launched the AI Agent action in Workflow AI, bringing autonomous reasoning and decision-making into workflows. Until now, workflows were purely deterministic , every decision had to be pre defined as a branch, every condition anticipated, every field manually mapped.

The AI Agent changes that. Describe your goal, give the agent access to tools, and it plans the sequence, decides the inputs, handles edge cases, and executes all within a single workflow step.

Key Capabilities

Full CRM Awareness

The agent automatically searches and pulls context from across the entire CRM — contact details, pipeline data, calendar availability, opportunity history, and custom fields. No manual variable mapping or lookup steps required.

Natural Language Instructions

Skip rigid dropdowns and field-by-field configuration. Write instructions in your own words — say "assign the deal to Sarah" and the agent resolves "Sarah" to the actual CRM user. Reference "the Enterprise pipeline" and it identifies the correct one. Instructions can range from a quick paragraph to a detailed multi-page playbook.

Enhance Prompt

Write rough, casual instructions and click Enhance Prompt. The AI restructures your input into a well-organized prompt with numbered steps, edge case handling, and messaging guidelines — turning a one line note into a production ready prompt.

Ready to Use Templates

Pre built agent configurations for the highest-impact use cases, each prefilled with instructions and tools. One click to add the required trigger, one click to apply, and everything remains fully editable:

• Form Lead Follow Up: Qualify and book appointments from form submissions
• No Show Appointment Recovery: Send personalized SMS and email with a rebooking link
• Facebook Lead Nurturing: Engage inbound Facebook leads with personalized outreach
• Stale Deal Nudge Agent: Re-engage stale pipeline opportunities with context-aware messaging
• Lead Research & Enrichment: Research and enrich new contacts automatically
• Call Transcript Summary & Action Items: Summarize calls, extract action items, and notify your team
• Instagram / Facebook Comment to DM: Send personalized DMs based on comment context
• Lead Pipeline Tracker: Track leads through stages with periodic check-ins, powered by Conversation Memory
• New Appointment: Enrich & Confirm: Enrich contacts, confirm new appointments, and generate pre-meeting briefs for reps.
• Quiz Lead Scoring & Routing: Segment quiz leads into hot, warm, or cold tiers and notify the team internally.
• Task Creation from Won Deals: Auto-create fulfillment and onboarding tasks in ClickUp or Asana when deals are won.

Per Tool Control

Each tool includes a Let AI decide all field values toggle. Turn it on for full autonomy at runtime, or turn it off to lock specific fields (e.g., always assign to a particular user) while letting the agent decide the rest. Individual fields can also be toggled independently, giving you a full spectrum from fully autonomous to semi-autonomous configurations.

Conversation Memory

When enabled, the agent retains a rolling summary of past executions for the same contact. A lead pipeline tracker, for example, remembers what it sent last week and adjusts its messaging accordingly — evolving from a one-shot decision maker into an ongoing relationship manager.

Structured Output

The agent can return results as Text or JSON with a user-defined schema (String, Number, Boolean properties). Output feeds directly into If/Else branches, field updates, or downstream workflow steps. For example, the agent can qualify a lead and return {"qualified": true, "score": 85} for the workflow to branch on.

Full Execution Transparency

Every run produces a detailed trace in Execution Logs showing every LLM reasoning step, every tool call (with exact inputs and outputs), timestamps, token counts, and success/failure status. Toggle between table view and raw JSON to make prompt refinement a tight feedback loop.

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Multiple Model Options

Choose between GPT-5.2 (Low/Medium/High thinking), GPT-5.1 (Low/Medium/High thinking), and GPT-5 Nano (Fastest). GPT-5.2 Low thinking is the recommended default for most use cases.

How to Use

1. Open your workflow and click + Add Action.
2. Search for "Agent" or scroll to the Workflow AI category.
3. Select AI Agent.
4. Choose a template or select Build Your Own to start from scratch.
5. Write your instructions describing what the agent should do.
6. Add the tools the agent can use (up to 10 per agent).
7. Configure advanced options such as Conversation Memory and Output Format as needed.
8. Save and publish.

Pricing

AI Agent pricing is transparent and usage-based. Each execution costs:

• LLM tokens: Total tokens consumed across all the agent's reasoning and tool calls, multiplied by the rate of the selected model. Lighter models like GPT-5 Nano cost less per token, higher-reasoning models like GPT-5.2 High thinking cost more. This falls under External AI models pricing rate.
• Premium tool executions: If the agent uses premium app integrations like ClickUp, Airtable, or Notion, those are charged at the same per-execution rate they already have as standalone workflow actions.

Standard CRM tools (Send SMS, Update Contact, Add Tag, etc.) don't add any premium charge.

Why This Matters

The AI Agent transforms Workflows from a deterministic automation platform into one where a true CRM agent can evaluate context, make judgment calls, and execute actions on its own — all within the workflow system you already know. Instead of mapping every branch and condition by hand, you describe the outcome you want and let the agent handle the reasoning, freeing you to build smarter automations in a fraction of the time.

We have introduced usability improvements in Conversations new interface to reduce friction in everyday workflows. These changes specifically address challenges in bulk actions and internal comments, helping users move faster.

👀 What’s New?

1. Bulk Select Flow Improvement

• Earlier, bulk actions appeared on the center panel, covering the chat history. This prevented users from reviewing conversations before selecting them. Additionally, clicking anywhere outside the checkbox would clear the entire selection, causing frustration and repeated effort.
• Now, bulk actions are moved to the top, allowing you to view conversations and select them at the same time. Selections are retained even if you click elsewhere on the card. Clicking on a chat card opens the conversation without losing your selection, while clicking the checkbox adds/removes it from the selection, giving you a much smoother and more reliable flow.

2. Internal Comment – Faster Access

• Previously, adding an internal comment required users to open the channel selector, scroll to find “Internal Comment”, add the comment, and then switch back to the original channel, making it slow and interruptive during active conversations.
• Now, Internal Comment is available directly within the composer in a single click. You can instantly switch between replying to a customer and leaving an internal comment, making collaboration much faster and more seamless.

⭐What’s new

We didn’t just simplify approvals, we removed the need for logins entirely. ✨

The new External Approval Flow in Social Planner lets you share posts with clients and stakeholders using secure magic links, so they can review, approve, or request changes without ever accessing HighLevel.

No more screenshots, emails, or back-and-forth. Just faster, cleaner collaboration.

🚀 What’s new

• Magic Link-Based Approvals
• Generate a secure, shareable link for one or multiple posts.
• No login required, just send it via email, WhatsApp, Slack, or anywhere your team works.
• Approve, Reject & Reschedule (Even in Bulk)

Approvers can:

• Approve or reject posts with notes
• Reschedule posts
• Use bulk actions like Approve All / Reject All
• All updates sync instantly back to Social Planner.

Rich Post Preview for Better Decisions

• Approvers see everything they need before taking action:
• Post preview (image/video + caption)
• Scheduled time
• Platform details
• Creator notes

Secure, Password-Protected Access

Each link is protected with an auto-generated password and expires after 30 days keeping approvals safe and controlled.

Manage All Links in One Place

Track and control every approval link from a new Manage Links section:

• View status (Active, Expired, Revoked)
• Regenerate or revoke access
• Extend validity

Smart Expiry & Recovery Flow

Expired link? No problem.

Approvers can request a new one, and creators can regenerate links instantly with clear system guidance.

👷 How to use this feature

Go to Marketing → Social Planner

Select approver from whom the approval is required from the drop down

Click Generate Approval Link

Auto Generate password or generate custom password

Share the link with your client or stakeholder

They review and take action via the link

Add notes while approving or rejecting the post

Creator of the post can see the notes and details inside social planner

User can go to settings>> Manage links and manage link settings

📝 Note

• Approval links are valid for 30 days
• Links can be regenerated or revoked anytime
• Actions are restricted once a post is published
• Only users with required permissions can generate approval links

⭐What’s new

We didn’t just simplify approvals, we removed the need for logins entirely. ✨

The new External Approval Flow in Social Planner lets you share posts with clients and stakeholders using secure magic links, so they can review, approve, or request changes without ever accessing HighLevel.

No more screenshots, emails, or back-and-forth. Just faster, cleaner collaboration.

🚀 What’s new

• Magic Link-Based Approvals
• Generate a secure, shareable link for one or multiple posts.
• No login required, just send it via email, WhatsApp, Slack, or anywhere your team works.
• Approve, Reject & Reschedule (Even in Bulk)

Approvers can:

• Approve or reject posts with notes
• Reschedule posts
• Use bulk actions like Approve All / Reject All
• All updates sync instantly back to Social Planner.

Rich Post Preview for Better Decisions

• Approvers see everything they need before taking action:
• Post preview (image/video + caption)
• Scheduled time
• Platform details
• Creator notes

Secure, Password-Protected Access

Each link is protected with an auto-generated password and expires after 30 days keeping approvals safe and controlled.

Manage All Links in One Place

Track and control every approval link from a new Manage Links section:

• View status (Active, Expired, Revoked)
• Regenerate or revoke access
• Extend validity

Smart Expiry & Recovery Flow

Expired link? No problem.

Approvers can request a new one, and creators can regenerate links instantly with clear system guidance.

👷 How to use this feature

Go to Marketing → Social Planner

Select approver from whom the approval is required from the drop down

Click Generate Approval Link

Auto Generate password or generate custom password

Share the link with your client or stakeholder

They review and take action via the link

Add notes while approving or rejecting the post

Creator of the post can see the notes and details inside social planner

User can go to settings>> Manage links and manage link settings

📝 Note

• Approval links are valid for 30 days
• Links can be regenerated or revoked anytime
• Actions are restricted once a post is published
• Only users with required permissions can generate approval links