What’s New

You can now automatically generate conversation summaries and full transcripts for every Conversation AI session – giving you instant visibility, audit-ability, and actionable insights from AI-driven conversations.

Summaries are generated intelligently based on inactivity, bot sleep events, or session boundaries, and can be saved to contact records, trigger workflows, or sent via email – no manual effort required.

This update introduces a unified, session-based conversation log with powerful automation hooks to drive CRM actions, insights, and follow-ups.

Needs to enabled from Agency Labs

How It Works

Conversation summaries and transcripts are generated per session and always reflect the latest session only.

A summary is created when:

• The configured inactivity time expires (no messages from user or bot), or
• The bot is put to sleep due to:
• Maximum message limit reached
• Workflow-based bot sleep
• Stop Bot condition
• Human handover
• Manual or workflow message sent

Each new summary:

• Replaces the previous summary
• Includes only messages sent after the last summary was generated
• Both inbound and all outbound messages are included.
• Summaries and transcripts are generated only for messages that occur while the feature is enabled.

How to Configure

1. Navigate to AI Agents → Conversation AI
2. Select an existing bot or create a new one
3. Go to the Bot Goals tab
4. Enable Conversation Summary

Optional Settings

• Set an Inactivity Time (e.g., 15 minutes)
• Define a Minimum Message Count required to generate a summary
• Automatically save the summary to a contact field (previous summary is replaced)
• Trigger a workflow instantly when a summary is generated
• Configure email notifications for one or more recipients: All admins , All users , Contact’s assigned user, Specific users, Custom email addresses

Workflow & Automation Power

• Trigger workflows without a trigger when a summary is generated
• Access conversation data using workflow variables:

Conversation AI → Summary

Conversation AI → Transcript

Use GPT actions to:

• Generate insights
• Extract key information
• Update contact fields from transcripts

A- ppend multiple summaries or transcripts over time

• Perform advanced CRM automations

Why It Matters

Previously, Conversation AI lacked a centralised, contextual record of past interactions making audits, reviews, and insight extraction difficult.

This update helps you:

• Gain full visibility into AI conversations
• Enable auditing the conversation
• Identify common customer questions to improve FAQs and bots
• Trigger CRM actions automatically based on real conversation outcomes

Help doc – https://help.leadconnectorhq.com/support/solutions/articles/155000006602-conversation-ai-summary-and-transcript

What’s New

You can now automatically generate conversation summaries and full transcripts for every Conversation AI session – giving you instant visibility, audit-ability, and actionable insights from AI-driven conversations.

Summaries are generated intelligently based on inactivity, bot sleep events, or session boundaries, and can be saved to contact records, trigger workflows, or sent via email – no manual effort required.

This update introduces a unified, session-based conversation log with powerful automation hooks to drive CRM actions, insights, and follow-ups.

Needs to enabled from Agency Labs

How It Works

Conversation summaries and transcripts are generated per session and always reflect the latest session only.

A summary is created when:

• The configured inactivity time expires (no messages from user or bot), or
• The bot is put to sleep due to:
• Maximum message limit reached
• Workflow-based bot sleep
• Stop Bot condition
• Human handover
• Manual or workflow message sent

Each new summary:

• Replaces the previous summary
• Includes only messages sent after the last summary was generated
• Both inbound and all outbound messages are included.
• Summaries and transcripts are generated only for messages that occur while the feature is enabled.

How to Configure

1. Navigate to AI Agents → Conversation AI
2. Select an existing bot or create a new one
3. Go to the Bot Goals tab
4. Enable Conversation Summary

Optional Settings

• Set an Inactivity Time (e.g., 15 minutes)
• Define a Minimum Message Count required to generate a summary
• Automatically save the summary to a contact field (previous summary is replaced)
• Trigger a workflow instantly when a summary is generated
• Configure email notifications for one or more recipients: All admins , All users , Contact’s assigned user, Specific users, Custom email addresses

Workflow & Automation Power

• Trigger workflows without a trigger when a summary is generated
• Access conversation data using workflow variables:

Conversation AI → Summary

Conversation AI → Transcript

Use GPT actions to:

• Generate insights
• Extract key information
• Update contact fields from transcripts

A- ppend multiple summaries or transcripts over time

• Perform advanced CRM automations

Why It Matters

Previously, Conversation AI lacked a centralised, contextual record of past interactions making audits, reviews, and insight extraction difficult.

This update helps you:

• Gain full visibility into AI conversations
• Enable auditing the conversation
• Identify common customer questions to improve FAQs and bots
• Trigger CRM actions automatically based on real conversation outcomes

Help doc – https://help.leadconnectorhq.com/support/solutions/articles/155000006602-conversation-ai-summary-and-transcript

What’s New

You can now automatically generate conversation summaries and full transcripts for every Conversation AI session – giving you instant visibility, audit-ability, and actionable insights from AI-driven conversations.

Summaries are generated intelligently based on inactivity, bot sleep events, or session boundaries, and can be saved to contact records, trigger workflows, or sent via email – no manual effort required.

This update introduces a unified, session-based conversation log with powerful automation hooks to drive CRM actions, insights, and follow-ups.

Needs to enabled from Agency Labs

How It Works

Conversation summaries and transcripts are generated per session and always reflect the latest session only.

A summary is created when:

• The configured inactivity time expires (no messages from user or bot), or
• The bot is put to sleep due to:
• Maximum message limit reached
• Workflow-based bot sleep
• Stop Bot condition
• Human handover
• Manual or workflow message sent

Each new summary:

• Replaces the previous summary
• Includes only messages sent after the last summary was generated
• Both inbound and all outbound messages are included.
• Summaries and transcripts are generated only for messages that occur while the feature is enabled.

How to Configure

1. Navigate to AI Agents → Conversation AI
2. Select an existing bot or create a new one
3. Go to the Bot Goals tab
4. Enable Conversation Summary

Optional Settings

• Set an Inactivity Time (e.g., 15 minutes)
• Define a Minimum Message Count required to generate a summary
• Automatically save the summary to a contact field (previous summary is replaced)
• Trigger a workflow instantly when a summary is generated
• Configure email notifications for one or more recipients: All admins , All users , Contact’s assigned user, Specific users, Custom email addresses

Workflow & Automation Power

• Trigger workflows without a trigger when a summary is generated
• Access conversation data using workflow variables:

Conversation AI → Summary

Conversation AI → Transcript

Use GPT actions to:

• Generate insights
• Extract key information
• Update contact fields from transcripts

A- ppend multiple summaries or transcripts over time

• Perform advanced CRM automations

Why It Matters

Previously, Conversation AI lacked a centralised, contextual record of past interactions making audits, reviews, and insight extraction difficult.

This update helps you:

• Gain full visibility into AI conversations
• Enable auditing the conversation
• Identify common customer questions to improve FAQs and bots
• Trigger CRM actions automatically based on real conversation outcomes

Help doc – https://help.leadconnectorhq.com/support/solutions/articles/155000006602-conversation-ai-summary-and-transcript

What is new?

• You can now set a default payment provider/processors for each channel, separately for Live mode and Test mode, at the subaccount level.
• This channel-level configuration overrides the subaccount default payment provider, giving you more control over where each payment processor is used.

How does it works?

1. Log in to the HighLevel dashboard
1. Go to Payments from the left navigation
1. Open the Integrations page
1. Click the gear icon in the top right saying Configure Providers
1. Use the dropdowns to choose a provider for each channel in Live and Test mode

Notes – The dropdown only shows providers that are already connected in the subaccount. Help article and FAQs

Why it matters?

• More flexibility and control: You can decide which payment processor is used per channel, without changing your global default.
• Cleaner operations: Route payments through the right provider based on pricing, ticket size, and how that channel is used.
• Safer testing: Keep Test mode provider choices separate from Live mode so you can validate setups without impacting real transactions.

What is next?

• More channel coverage is coming. Supported channels today: Funnels One Step Order Forms, Funnels Two Step Order Forms, Forms, Stores, Calendars, Invoices, Invoice Auto Payment, Payment Links, Courses, Communities, Surveys
• Specific channels will now get the ability to configure providers per offerings. For example, Store 1 could use Stripe while Store 2 uses Square. This is under discussion and planned for future expansion.

Visuals

Checkout on Funnel with PayPal and Square both active

Checkout on Funnel when PayPal is removed from Configure Providers

What’s new?

You can now drag and drop triggers and actions directly into the Workflow canvas from the sidebar. This is a UI/UX enhancement to the standard builder that makes adding and connecting steps faster and more fluid.

How it works

Click and hold a trigger or action in the sidebar, then drag it onto the canvas. When you hover over a valid spot (on any + marker or between nodes), a highlighted placeholder appears to show exactly where it will be added. Drop it, configure it, and once you save, it appears on the canvas as a fully added step.

How to use it

• Open the Triggers or Actions sidebar in a Workflow.
• Click + hold a trigger/action, then drag it onto the canvas.
• Drop it on a + marker (or between nodes), configure, then save.

Why we built it

Building workflows can involve lots of repeated clicking and inserting steps. Drag-and-drop reduces friction so you can add actions faster, stay in flow, and build more confidently—especially in larger workflows.

Additional Note

If you exit without saving, the action won’t be added to the canvas.

Preview: