Overview:

Custom Objects widget creation are now live in Dashboards! This new feature empowers users to create object-specific widgets to customize and associate data to get better insights. If your business needs to manage relationships or processes that go beyond the standard CRM objects, you can create custom objects using custom fields.

With the custom objects metrics, it allows users to track count, sum and average.

🤩 How to create Custom Objects ? Learn more about Custom Objects

Step 1: Create Custom Object

• Go to Subaccount > Settings > Objects
• Click on "Add Custom Object"

Step 2: Add Details about Custom Object

• Mention the singular name of the object e.g. Pet
• A plural name of the object should be added e.g. Pets
• Internal Name of the object and the primary field is created by default – it can be edited by clicking on the "</>" icon and updating the internal name.
• Add a name for the primary display field name – e.g. Pet Name, Pet Identification Number

Add an icon to easily identify the custom object

Also – add a description to the object to help anyone understand what the object signifies.

• Click on "Create Custom Object"

😇 How to add Custom Object Widgets inside Dashboard?

1. Open your Dashboard
2. Click Edit and select Add Widget
3. Scroll to the Custom Objects and choose the widget you need

4. Customize filters, switch chart types, and apply themes
5. Click Save to update your dashboard

We’re excited to announce that Notes and Task Descriptions now support Rich Text Editing!

This update allows you to format your notes and tasks with bold, italics, underline, lists, and links—making your documentation clearer, more structured, and easier to consume across the platform.

What’s New

You can now:

• Format with bold, italics, underline, strikethrough
• Use bulleted & numbered lists for structure
• Add hyperlinks directly into notes and descriptions
• Use undo/redo for easy corrections
• Paste from docs or email with basic formatting preserved
• Enjoy consistent rendering across Contacts, Opportunities, Companies, and Dashboards

How It Works

• Open any note or task (new or existing).
• In the Description field, you’ll now see a formatting toolbar.
• Type or paste your content → apply formatting as needed.

• Save, and your rich text will render consistently everywhere notes and tasks are displayed.

Why It Matters

📌 Clarity: Keep your notes structured and easy to read.

🤝 Collaboration: Ensure your team can quickly scan and understand context.

⏱ Efficiency: No need to switch to external tools for formatting—do it directly in-app.

🔗 Context: Add links to supporting docs or resources right inside your tasks.

We’ve enhanced Reviews AI to make it smarter, more secure, and more flexible — all while reducing pricing from $0.08 to just $0.01 per review.

More capability, less cost — helping every agency and location unlock the full power of AI-driven review management.

🚀 Key Capabilities

1. GBP Notifications – Once a Google Business Profile (GBP) is connected, users now receive a confirmation that Reviews AI is active, with the ability to adjust or disable it as needed.
2. Granular Permissions – Agencies stay in control but can now allow locations to create and manage their own Reviews AI Agents.

3. Agent Management – Locations (with permissions enabled) can create, edit, and manage agents directly.

4. HIPAA Compliance – All AI-generated responses are now fully HIPAA compliant for all sub-accounts that have HIPAA.

🔧 How It Works

📍 Available under: Reputation → Settings → Reviews AI

• Connect GBP to activate notifications.
• Manage agent permissions per location.
• Monitor compliance and response activity in real time.

💡 Why It Matters

• Clearer onboarding with GBP notifications = less confusion.
• Greater flexibility for agencies while empowering locations.
• Stronger security and compliance coverage.
• Massive cost efficiency — smarter AI at 1/8th the previous price.

Drop us a line at , or share on our ideas board, we’d love your feedback! 🙌

What’s new?

Meet the Advanced Builder for Workflows – a fully visual, freeform way to build automations.

You can now drag, drop, and design workflows across an open canvas. Create multiple trigger paths, independent branches, and complex logic – all in one view.

It’s everything you love about workflows but faster, clearer and more intuitive than ever.

How it works

Every workflow now has two views: Standard Builder and Advanced Builder. Advanced Builder replaces the linear list with a visual canvas so you can place, connect, and rearrange logic exactly how you want.

What's New

Open canvas + drag-and-drop. Place triggers/actions anywhere, connect them visually, multi-select and move groups, and copy/paste across workflows.

• Open the Triggers / Actions panel.
• Configure from the panel or drag items directly onto the canvas.
• Connect nodes by dragging from the connector handle (or the + icon) to stitch your workflow.

Enable/Disable Nodes: You can now enable or disable any action or condition inside a workflow — without deleting it.

• Ability to pause an action in a workflow has always been a most requested feature and now it is Live.
• Now pause or re-enable any action without deleting it.
• Perfect for testing or adjusting logic without losing your setup.

Sticky Notes & Color Coding: Annotate and organize logic for easy collaboration.

• Add quick notes or colour labels to keep your canvas organized.
• Use them for reminders, grouping steps, or explaining logic to teammates.
• Notes now support text, colours, links and images for better clarity.

Keyboard Shortcuts: Power through design and edits faster than ever.

• We have a bunch of Keyboard Shortcuts that now works in the Workflow Canvas.
• Build faster with shortcuts for navigation, view, edit, and connection controls.
• Click the keyboard icon (top-left) anytime to see the full list.

Tidy Up (Auto Layout):

• One click to automatically organize your entire canvas.
• Dont want to organize everything, just select the ones that you want too.
• This will keep complex workflows neat and easy to read.

Go-To Triggers

• Always wanted that contact flowing in from one of your triggers should not start with the first action.
• We heard you, no need to add an if/else and use that to split the contact into different branches based on the triggers.
• Add a trigger and select which action the contact should flow too

Drag and drop triggers into the workflow; connect each trigger to any starting node you choose.

Delinked Nodes:

• Multiple workflows in a single canvas? Yes you can do that with the Advanced Builder.
• Build independent paths side by side for in the same canvas by simply adding Delinked Triggers.

Connect a trigger to a delinked branch to create a parallel workflow.

Workflow Switcher: You can now navigate between workflows instantly without leaving the builder. This is accessible on the sidebar.

• See your 10 most-recent workflows or search by name.
• Clicking a workflow opens it in a new tab so your current canvas stays open.

Performance and UI Improvements

• Every interaction is now faster and smoother, from pan and zoom to node connection.
• The new auto-hiding minimap makes navigation effortless on large canvases.
• We have an all new view for the stats and the action level comments

Additional Notes

• Parallel paths, single enrollment: Even with parallel branches, a workflow processes one contact enrollment at a time; the same contact won’t enter the workflow concurrently.
• Switching views: Advanced Builder does not replace Standard Builder—you can toggle between them on the same workflow.
• If a workflow uses delinked nodes, Go-To connections, or disabled nodes, you’ll need to remove those Advanced-only features before switching back to Standard Builder.

How to use it

• Open any workflow and switch to Advanced Builder view on the top left toggle.
• Drag and drop triggers, actions, or go-to paths onto the canvas.
• Use color coding and notes to organize and test logic visually.

<img src="https://canny-assets.io/images/3621bb71d275a215c2ba935afbe3a0b5.gif" alt="Kapture 2025-10-11 at 02″ loading=”lazy”>

Why we built it

Workflows are at the heart of everything our users build.

The Advanced Builder was designed to make building easier, faster, and more flexible for everyone.

Now you can:

• Build visually instead of scrolling through long lists.
• See your logic clearly, no matter how complex it gets.
• Test, adjust, and improve faster without breaking flow.

It’s a simpler, smarter and more creative way to build automations

How to Access

At launch, the Advanced Builder is available through the Labs Beta.

The dropdown to switch to an Advanced Builder will only be available to the Agency Admin as of now. The sub locations can use the builder only if it is switched by the Agency Admin.

To enable it:

Go to Settings → Labs, search for “Advanced Builder,” and enable the toggle.

14th of October, 2025

We’ve simplified voicemail in HighLevel by introducing a single Voicemail tab on the web dialer with searchable lists, playable audio, transcriptions, and one-click follow-ups.

What’s new

1. Voicemail with two tabs:

• For me: voicemails that were calling you.
• All: every voicemail in the sub-account (admin/permission-based).

2. Search (from any tab):

• Search by phone number.

3. Rich voicemail cards:

• Contact name (when known) and phone number.
• Source (workflow, dialed number, and/or assigned user—when available).
• Timestamp, duration, playback, and transcription.
• Quick actions: Call back, Send SMS, Open contact profile.

How to use

1. Open the Dialer in your sub-account from the top right and click on Voicemail.
2. Start on For me to see messages that were calling you.
3. Click a voicemail to play audio and read the transcription.
4. Use Call or SMS to respond instantly, or open the contact for more context.
5. Use the search bar to find by number.

Notes for admins

Access to All tab is permission-based.

Transcriptions are generated only if enabled; advise users to play the audio if wording is unclear. Feature is available via Labs. Available only on web right now. Mobile app support coming soon.