16th of March, 2026

Dialer: Auto-minimize, Pin & Drag

• The dialer now minimizes automatically when you click anywhere outside it, so you can quickly glance at contact details or pipeline info without manually closing it.

• Want it to stay open? Click the pin icon to lock the dialer in place – it'll stay put until you unpin it or minimize it manually.

• You can also drag the dialer anywhere on screen. If you've pinned it, it'll remember its position and reopen right where you left it.

16th of March, 2026

Dialer: Auto-minimize, Pin & Drag

• The dialer now minimizes automatically when you click anywhere outside it, so you can quickly glance at contact details or pipeline info without manually closing it.

• Want it to stay open? Click the pin icon to lock the dialer in place – it'll stay put until you unpin it or minimize it manually.

• You can also drag the dialer anywhere on screen. If you've pinned it, it'll remember its position and reopen right where you left it.

16th of March, 2026

Dialer: Auto-minimize, Pin & Drag

• The dialer now minimizes automatically when you click anywhere outside it, so you can quickly glance at contact details or pipeline info without manually closing it.

• Want it to stay open? Click the pin icon to lock the dialer in place – it'll stay put until you unpin it or minimize it manually.

• You can also drag the dialer anywhere on screen. If you've pinned it, it'll remember its position and reopen right where you left it.

Any email — from your inbox or any previous marketing platform — can now become a fully editable template in Email AI within minutes.

⭐ What’s new?

Have templates in HubSpot, ActiveCampaign, Mailchimp, or another tool? Just send the email and Email AI converts it into an editable template inside HighLevel instantly.

No manual rebuilding. Import → Convert → Optimize with AI.

✅ Impact

• Email marketing tool agnostic — bring templates from any platform

• Import directly from your inbox

• Onboarding new clients? Bring their best-performing emails from their previous platform in minutes

• See an email you like from a competitor? Drop it in and make it yours with Email AI

• Turn existing campaigns into fully editable templates instantly

• Start optimizing, iterating, and launching faster

Move faster, reuse what already works, and launch campaigns without rebuilding from scratch.

🚀 How to use?

• Make sure Email AI is enabled under Labs
• Go to Marketing → Emails → Templates
• Click New
• Select Import
• Copy the dynamic email ID

• Send the template as a test email or forward any email from your inbox
• Choose the editor you want to import it into
• Click Continue and Create Template to start editing

Demo video – https://www.loom.com/share/fbc48caea6524de9a50d8e4098018ac2

The AI Builder and Assistant can now configure workflow settings and rename workflows directly from a natural language prompt. Previously, settings like re-entry, business hours, and sender details required manual configuration after every AI interaction. Now, a single prompt can produce a fully configured, correctly named, production-ready workflow with zero manual steps.

What's New

Workflow Naming via AI

The AI Builder can now name workflows automatically during generation. If a user provides a name, it's applied directly. If no name is given, the AI generates one based on context. Users can also ask the AI to rename workflows they're currently editing.

Full Workflow Settings Access

The AI Builder and Assistant can now read, configure, and update all core workflow settings directly from a prompt:

• Re entry, Multiple Opportunities, Stop on Response: Enable, disable, or check the current state of these toggles. The agent can also confirm whether a setting is currently enabled for a given workflow.
• Time Zone and Time Windows: Set or update the workflow time zone. Add, modify, or review business hour time windows (e.g., "Set this workflow to only run Monday to Friday, 10am to 6pm").
• Sender Details: View or update From Name, From Email, and From Number without opening the settings panel.
• Mark Conversations as Read: Enable or disable this setting through a simple prompt.

Why This Matters

Users can now describe an entire workflow configuration in a single prompt, including the name, settings, and actions and have it all applied instantly.

For example, while editing an existing appointment reminder workflow, a user can say:

"Rename this to Appointment Follow Up v2, update the sender email to , add an SMS follow-up if there's no response within 48 hours, and restrict it to Monday through Friday, 9am to 6pm."

The rename, settings updates, and new action are all handled without navigating through settings tabs.

This brings the AI Builder closer to full control over everything on the Workflows UI, letting users go from a description to a complete, production-ready automation in one step.