What’s new?

The new Workflow Overview Dashboard gives you real-time visibility into your automation performance.

From total workflow enrollments to trigger level insights and error summaries – all in 1 place.

How it works

Go to Settings → Labs, search for "Trigger Enhancements and Workflow Overview Dashboard", and toggle it On.

Access the dashboard from Automations → Overview.

You’ll see a high-level summary of total workflows, published workflows, and total enrollments along with:

• Workflow Enrollments Over Time: Track trigger activity and enrollment trends on a weekly basis.
• Trigger Analysis Filter: Filter results by trigger type, form or survey to analyze specific workflows to see.
• Error Review Summary: Instantly check if any workflows encountered errors.

All data is shown in your account’s timezone and can be filtered by a custom date range.

Error Review Summary: Highlights all workflows with potential issues.

Click “Needs Review” to view all affected workflows and investigate specific errors.

Why we built it

• Users needed visibility into how triggers perform after setup
• This dashboard replaces guesswork with diagnostic insight.
• It helps identify and fix misfires, optimize trigger logic, and scale automations confidently.

What’s New

Introducing the Version History UI/UX Revamp & Restore Functionality, a complete redesign that makes tracking, reviewing and restoring workflow versions effortless.

You can now view detailed version logs with timestamps, editors and workflow status. You can also restore any version in one click,.

This upgrade completes our Editing Trifecta — with Auto Save, Undo/Redo, and Version History — making HighLevel the only platform that gives users all three features at no additional cost.

Version History Revamp

• Every saved version now captures your workflow at a specific point in time — including editor, timestamp, and workflow status (Draft or Published).
• Easily browse up to 10 versions or 30 days of version history, organized and filterable by editor.

Restore Previous Versions

• Click Restore beside any version to reopen it as a new draft.
• You can even create a new workflow from a previous version.

Enhanced Browsing Experience

• The new Version History Sidebar gives a clean, chronological overview with quick filters and clear version labels (v12, v13, v14…).
• Find exactly what you need — no guesswork, no clutter.

How it works

Version History automatically tracks and saves versions at key milestones, including when you:

• Click Save manually.
• Confirm changes in the Unsaved Changes pop-up.
• Use the Save as Version button in the builder.
• Change workflow status (e.g., Draft → Publish or Publish → Draft).

Note: Auto-saved changes don’t automatically create new versions.

To record a version of your current state, click Save Version — this snapshots your latest auto-saved changes into the version history.

Browsing Versions

All saved versions appear in the Version History sidebar, organized by time and editor.

Each version entry shows:

• Workflow name
• Version number (e.g., v12, v13, v14)
• Timestamp
• Editor name
• Status (e.g., Draft, Published)

You can:

• Filter by editor
• View up to 10 versions or 30 days of history (whichever comes first)

Restoring or Creating from a Version

• Click Restore beside any previous version to reopen it as a new draft.
• Your live workflow stays unchanged until you publish the restored draft.
• You can also create a new workflow from a previous version — perfect for branching or experimenting without affecting your current workflow.

When restoring:

• The workflow must be in Draft mode.
• No enrolled contacts can be active in that workflow.
• A restored version becomes a new version, not a replacement — all previous versions remain available.

How to use it

• Go to Settings → Labs, search for "Workflow Builder Enhancements", and toggle it On.
• Open a workflow → click the Version History icon on the left sidebar.
• Browse versions by timestamp, editor and version number.
• Click Save Version anytime to record your latest auto-saved changes.
• Click Restore to create a new draft from a previous version.
• Alternatively, click Create new workflow from version to branch out.
• Once ready, Publish your restored draft to make it live.

Overview

We’re excited to announce Announcements as a product which allows users to manage the notifications about important and promotional details.

The Announcements Banner can be turned off by the agency owner for a few optional ones, allowing the agency to control what its clients will see.

[Future capabilities] We are also launching efforts where the agency can create their own banners for promotional and informational to all their subaccounts. The agency can design their own announcement banner to meet their brand colors.

How It Works:

1. Navigate to Announcements in Agency Settings
2. Banner list can be managed with the priority, frequency and status (enable and disable)

• Enable – this will show on all the sub-accounts or agency based on the banner
• Disable – this will not show on the sub-accounts or agency based on the banner
• Disabled state – agency is not allowed to customize the status.

What else to expect?

Agency will be able to create new banners with frequency, priority and add their own designs

Agency will be able to change the content of the banners and control the frequency

👀 What’s New?

• Custom AI Agent Name: You can now set the Voice AI Agent Name directly from the Chat Widget builder. The chosen name is displayed in the live widget.
• Call Recording Helper Text: The UI now shows a clear notice: “All voice AI calls made using chat widgets cannot be recorded.” This will remain until recording support is added.

👷 How It Works:

1. Go to Sites > Chat Widgets > Open an existing Voice AI chat widget or create a new one and > Agent tab.
2. In Voice AI Agent Name field, enter the name you want customers to see (e.g., “BuilderAi”).
3. Save the widget; the name instantly reflects in the preview and live widget.
4. The non-recording notice is displayed in the Agent tab to set expectations for web voice calls initiated via the chat widget.

⭐ Why It Matters:

• Brand alignment & clarity: Agencies can present a friendly, on-brand agent identity in the widget.
• Trust & compliance: The recording notice prevents confusion and support tickets until call recording is supported for chat widget calls.

📝 Notes:

1. Affected Area: Chat Widget Builder > Agent tab.
2. Error messages now surface on Save and on Get Code hover where applicable.

We’re excited to announce that Social Planner now supports Meta’s Threads!

This update lets you connect, create, schedule, and publish posts directly to Threads inside Social Planner.

What’s New

You can now:

• Connect your Threads account using Instagram login.
• Compose post in post composer.
• Schedule and auto-post via Review Flow, RSS Auto-posting, Category Queue, and CSV Upload.
• Save posts as drafts or publish instantly.

Step 1: Open Social Planner → Connect Threads

Step 2: Authenticate via Instagram login

Step 3: Start creating posts and add text, images, or videos → Save, schedule, or auto-publish

Why It Matters

• Threads is one of the fastest-growing social networks backed by Meta. Be present where conversations are shifting.
• No need to jump between apps. Plan, schedule, and publish across all networks in one place.
• Early adoption of new platforms gives you a head start before competition catches up.