What’s new?

Meet Workflow Maps, a whole new visual interface that brings your workflows, folders, assets, and their connections together in one place.

See how your automation is organized across the sub-account and how different parts work together. Workflows appear within their folders, while connected assets such as tags, forms, calendars, pipelines, and custom fields show the relationships between them.

A form can start a workflow, that workflow can add a tag, and that tag can start another workflow. Workflow Maps helps you see those connections and understand the bigger picture.

The map is generated from your existing workflows, so you can start exploring without creating or maintaining a diagram manually.

See workflows and their connected assets together on the map.

Why this matters

As your account grows, a single customer journey can span several workflows. Understanding how everything fits together often means opening workflows individually and piecing together their relationships.

How it works

Go to Automation > Workflows > Workflow Maps. You can also open Maps from a workflow’s builder.

• Explore the account: See your workflows grouped into folders, with their connected assets around them.
• Find what you need: Search for workflows, assets, triggers, or actions by name and jump to the relevant result.
• Focus your view: Use filters to narrow the map to the workflows and assets you want to investigate.
• Move between overview and detail: Pan, zoom, fit the map to the screen, and switch between 2D and 3D.
• Look closer: Select a workflow or asset to explore its details and connections.

Search for a workflow and explore its status, enrollments, and connected assets.

Explore more with Workflow Maps

Workflow Maps also brings together several ways to understand and manage your automation:

• Explore contact journeys: Find a contact and follow their journey across workflows. Review their enrollment history and see where they finished, are waiting, or encountered an error.
• Troubleshoot workflows: Identify workflows that need attention, review failed executions, and inspect the affected steps to understand what went wrong.
• View linked workflows with Workflow Canvas: Explore connected workflows together and follow the handoffs that make up a larger automation process.
• Review your account with Cleanup: Find workflows with default names, workflows without recent enrollments, and empty folders that may need attention.
• Get help from the AI assistant: Ask questions about your automations and get help understanding, troubleshooting, and organizing your account from the map.
• Learn through onboarding and Resources: Get guided introductions as you explore, then return to the resource hub for walkthroughs, quick references, and answers to common questions.

Common use cases

• Understand an unfamiliar account: Get an overview of its workflows and how they connect.
• Investigate a customer experience: Start with the account map, then explore the relevant contact journey or workflow.
• Review dependencies before a change: See how an asset connects to workflows across the account.

Additional notes

• Each sub-account has its own map.
• Launch access: Workflow Maps is available only to agency users and agency admins at launch.

Preview

Explore asset usage across workflows

Select an asset to see the workflows that use it and explore their connections.

Follow a contact’s journey

Follow a contact across workflows and review their enrollment history in Timeline.

Warm up your dedicated sending domains right inside LC Email. No third-party warm-up tool, no SMTP credentials, and no extra subscription.

<a href="https://spicy-badger.clueso.site/share/a29a3fde-25db-4f90-a40c-095d79613017" rel="ugc nofollow noopener noreferrer" target="blank”>Watch the walkthrough video

1. Make sure your dedicated domain is verified and has an issued SSL certificate.
2. Request beta access here: <a href="https://api.leadconnectorhq.com/widget/form/IXjYTSgn4H9KZzPFwstY?notrack=true" rel="ugc nofollow noopener noreferrer" target="blank”>Email Domain Warm-Up beta form
3. Once approved, go to Settings → Email Services → Dedicated Domain and IP and click Start warm-up.
4. Choose a daily goal (for example, 10K or 25K per day). This is a ceiling, not a guaranteed volume.

Good to know

• Results take a day or two to appear, so seeing 0% or 0 sent right after you start is expected.
• You can pause or stop warm-up anytime from the ⋯ menu on the domain card. Stopping early slows down reputation building.
• When warm-up is on, the previous daily sending limit ramp is removed for that domain.
• If any DNS records show red in your report, fix those first. They lower your health score and deliverability.
• Warm-up is free during the beta.

Coming soon

• Recommended warm-up goals
• Warm-up using your own email templates, so warm-up traffic looks like your real sends
• More warm-up mailbox settings

Learn more: Email Domain Warm-Up help article

Overview

You can now preview how your emails will actually appear across different email clients with the new Inbox Preview feature in the email builder.

Instead of relying on standard desktop or mobile previews, you can see how your emails render in real inboxes, including Gmail, Outlook, Apple Mail and more, so you can catch rendering issues before your emails reach customers.

🌟 What's New

📧 Real Email Client Previews

• Preview how your email appears in email clients like Gmail, Outlook and Apple Mail.
• See actual email rendering, captured from the real client, instead of relying only on simulated desktop, tablet or mobile previews.
• Preview as a specific contact to see your email with their personalized details filled in.

🖥️ Preview Across Multiple Email Clients

• Select the email clients you want to test, or start with the popular ones we've picked for you.
• Filter by device (web, desktop, mobile) and mode (light, dark), and pin the clients you check most so they're selected every time.
• Compare layouts across clients to spot inconsistencies in formatting, images and design.
• Open any preview full size and move between clients for a detailed inspection.

🔍 Identify Rendering Issues Before Sending

• Catch Outlook rendering issues, dark-mode inconsistencies and Gmail content clipping before your emails reach recipients.
• See your email's estimated size, with a warning if Gmail will clip it.
• When you edit the email, Inbox Preview shows which previews need updating, so you're never reviewing an old version.

🛠️ How to Use

1. Go to Settings > Labs and turn on Inbox Preview.
2. Open an email in the email builder or the AI editor.
3. Click Inbox preview in the toolbar, or open it from Preview & test.
4. Select the email clients you want to test.
5. Click Preview email, then review each client's preview as it comes in.

🎯 Why It Matters

• Better Email Experience: Make sure emails look as intended across different email clients.
• Fewer Rendering Issues: Find layout and formatting problems before sending.
• Higher Campaign Quality: Send polished, professional-looking emails with confidence.
• Simpler Testing: Test email rendering right inside the email builder, without switching to external tools.

📍 Availability

Available in the email builder and the AI editor under Inbox Preview, after you turn it on in Labs.

💡 Good to Know

• Each sub-account has a set number of inbox previews. Failed previews aren't counted, so you can retry right away.
• Learn more: Inbox Preview help article

AI Builder in Workflows no longer stops at the structure. Name the form, the pipeline, the snippet, the tag, or the user in your prompt, and AI Builder finds each one in your account and configures the step with it. One prompt, one workflow, fully set up.

What's New

Built and configured in one go

• Earlier, AI Builder created the right triggers and actions, but you still opened each step to pick the form, the pipeline, the stage, or the snippet.
• Now AI Builder looks up the records you name and fills them in while it builds. No manual pass after the build.

You can see it find your data

• The build progress shows each record as AI Builder finds it, for example "Found form", "Found pipeline", and "Found email template".

Every step uses your real records

• Form Submitted: The filter is set to the exact form you named.
• Create Opportunity: The pipeline and stage are set from your account.
• Send Email: The email body and subject come from your existing snippet, linked to the action.
• Add Tag: Uses the tag that already exists, instead of creating a new one.
• Create Task: Assigned to the user you named.
• Add to Workflow: Points to the workflow you named.
• Update Contact Field: Updates the custom field you named.

Works with the records you already use

• Workflows and automation: Workflows, campaigns
• CRM and account: Users, teams, tags, trigger links, countries, phone numbers, number pools
• Opportunities: Pipelines, pipeline stages, opportunity custom fields
• Calendars: Calendars, calendar services, calendar service categories, calendar service locations
• Forms and content: Forms, surveys, funnels, videos, certificates
• Products and memberships: Global products, membership products, membership categories, membership lessons, membership offers, affiliate campaigns
• Fields, objects, and values: Custom values, contact standard fields, contact custom fields, business custom fields, custom objects, custom object fields
• Templates: Email templates, SMS templates, estimate templates, invoice templates
• Social: Facebook pages, Facebook forms, Instagram pages

How to Use

1. Go to Automation > Workflows.
2. Create a workflow, or open an existing one, and open AI Builder.
3. Write your prompt. Name each record exactly as it appears in your account, for example "Pipeline: Marketing, Stage: New Lead" or "use the existing snippet Welcome Email".
4. Send the prompt. Watch the progress view as AI Builder finds each record.
5. Open each step and review the values it set.
6. Test the workflow, then publish.

Important: Always review each step before you publish. If a step picked the wrong record, ask AI Builder to change it, or open the action and select the correct record.

Why This Matters

Building the structure was only half the job. The other half was clicking into every step to pick values that you already knew. That half is now gone.

• Less manual setup: No more configuring values one by one after the workflow is built.
• Fewer mistakes: AI Builder uses records that already exist, so it does not create duplicate tags or point to the wrong form.
• Closer to ready: The workflow that comes back is much closer to something you can test and publish.

Name it in the prompt, and it is already set.

Good to Know

• AI Builder can only use records that already exist in your account. Use the exact name.
• Some settings still need your decision, such as credentials. These appear in the Post-Generation To-Do List.

Testing a workflow just got real. You can now test a single trigger or a single action on its own, with real events from your own account, and then run the whole workflow step by step while you watch. When a test works, you know the workflow works. Test Workflow is available now in HighLevel Labs.

What's New

Test a trigger with a real event

• Open the Test tab on any trigger and turn on Listen for events. Fire the trigger once, for example by submitting the form, and the real event appears within seconds.
• Click Test Trigger. The event is pinned, so every action below the trigger is tested with that same data.
• Earlier, the only test ran the whole workflow on a contact. Many triggers and actions have nothing to do with a contact, so for those workflows the test did not help. Now testing is event based.

Test one action at a time

• The Test tab on an action shows its Input, built from the pinned event. Click Test action.
• The Output shows exactly what came back, such as the message and the new record's ID. Those fields are now available to later steps.

Run the whole workflow and watch it live

• Click Test workflow, pick the trigger and the event, then click Start test run.
• Each step on the canvas shows Success, Failed or Skipped as it finishes. Click any step to open its Input and Output.

History and Retry run

• The History tab keeps every test run, with All, Success, Failed and Skipped filters.
• Retry run repeats a test with the same trigger data and the same action configuration. Fix a step, retry, done.

How to Use

1. Open HighLevel Labs and turn on "The New Test Workflow"
2. Go to Automation > Workflows and open a workflow.
3. Click the trigger, open the Test tab, and choose Test using events.
4. Turn on Listen for events, then fire the trigger once.
5. Select the event and click Test Trigger.
6. Click an action, open its Test tab, and click Test action. This step is optional.
7. Click Test workflow, pick the trigger and the event, and click Start test run.
8. Review each step's result, then save and publish your workflow.

Important: Every test runs the real steps. Messages are sent, and records are created or changed. Test with your own details or a test form entry when you do not want to reach a customer.

Why This Matters

No more guessing, no more digging through Execution Logs, no more hoping it works in production. Each step tells you on the spot whether it worked and what it produced.

• Confidence to publish: You go live knowing every step already worked on real data.
• Faster debugging: The failing step shows its own input and output, and one click retries the exact same run.

Good to Know

• Listening lasts 15 minutes. Turn it on again if your event did not arrive in time.
• Test the trigger before you test an action. An action test uses the event the trigger test pinned.
• Testing is optional. You can save and publish without testing.
• No real event to fire? Choose Enroll a contact to test for a contact you pick.