Changelog

Follow up on the latest improvements and updates.

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We've upgraded the underlying AI model powering all Workflow AI Actions. This is a significant under-the-hood improvement that delivers noticeably better results across the board.
What's Improved
  • AI Translate — More natural translations that preserve tone and context
  • AI Summarize — Sharper summaries that capture key details without losing nuance
  • AI Intent Detection — Smarter detection with better understanding of nuanced queries
  • AI Decision Maker — Improved accuracy in complex decision-making scenarios
What This Means for You
No configuration changes needed , your existing workflows automatically benefit from the upgraded model. You should see more reliable outputs, fewer edge case errors and overall higher quality results from every AI action.
Content Cloning has been introduced in the New Courses Builder to help creators duplicate course items quickly and efficiently. This enhancement allows instant cloning of Lessons, Quizzes, and Assignments, including all associated content and assets, significantly reducing repetitive setup during course creation.
What’s Included
  • Content Cloning is available from:
  1. Course Outline View – Each Lesson, Quiz, and Assignment row now includes a Clone option.
  2. Editor Modal – The Clone option is also accessible from the sidebar overview.
  • Upon confirmation:
  1. A cloned item is created adjacent to the original.
  2. A progress modal is displayed during the cloning process.
  3. Typical completion time is ~1–2 seconds.
  • Cloned Content Details
The following elements are duplicated as part of the cloning process:
  1. Videos and all attached media
  2. Thumbnails (lesson-level and media-level)
  3. Descriptions and content body with exact formatting
  4. Quiz questions
  5. Assignment materials
Impact
Speeds up course creation by eliminating repetitive configuration.
Enables consistent reuse of structures across modules (e.g., recurring quizzes or assignments).
Original content remains unchanged; cloned items are fully editable immediately after creation.
What’s Next
Extend content cloning across Courses, enabling creators to import content from one course into another for an even more streamlined creation experience.

new

improved

Communities 👥

👥 Enable/ Disable a Community Group Tab

Introducing Customizable Navigation Tabs
Take full control of your community experience by choosing exactly which tabs appear in your community’s navigation bar, tailored to how you want members to engage
What’s New
  • Tab Customization for Admins
  • Community Admins can now enable or disable select navigation tabs directly from Community → Settings.
  • Six Core Tabs, Your Choice
Communities support six navigation tabs:
  • Discussion – All community posts (always on)
  • Learning – Courses and learning content
  • Events – Upcoming and past events
  • Leaderboard – Top contributors and engagement rankings
  • Members – Community members directory
  • About – Community details (always on)
Core Tabs Stay Put
To keep communities functional and discoverable, Discussion and About are mandatory and cannot be disabled.
All other tabs can be toggled on or off and instantly hidden from the navigation bar for all members of that community.
How to Use
By default, all tabs are enabled for every community
  • Navigate to Community → Settings → Show/Hide Tabs
  • Toggle tabs on or off based on your community’s needs
  • Changes apply immediately for all users in the community
🚀 Overview
Form tracking now captures more than just name and email.
External Tracking has been enhanced to detect, capture, and map custom fields from both HighLevel forms and standard HTML forms, with improved field-level accuracy.
✨ What’s New: Custom Field Capture
  • You can now capture a wide range of custom field types, including:
  • Single-line & multi-line text fields
  • Dropdowns (single & multi-select)
  • Checkboxes & radio buttons
  • Ratings & scores
  • Number, monetary & date picker fields
  • File uploads & signatures (metadata only)
  • Source, captcha & boolean fields
Fields are captured only when they:
  • Are visible on the form
  • Have a valid name attribute
What’s New?
You can now assign fillable fields in Documents & Contracts templates dynamically to the workflow "From user"
How to Use?
Step 1
  1. Create a Template with Sender Field - Go to Payments → Documents & Contracts → Templates.
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  1. Click New and open the template editor. Add a Signature or any other fillable field.
  2. Set “To be signed by” → Sender.
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  1. Save the template.
Step 2
  1. Use the Template in a Workflow. Open Workflows and add the action Send Documents & Contracts.
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  1. Select the From User (this controls email sending credentials).
  2. Choose your template with Sender fields in it. System identifies if the template has those fields.
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  1. Under Assign Sender Fields To, select:
  • From User → if the signer should be the workflow sender, or
  • Template Owner → if the signer should be the user who last updated the template.
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  1. Choose sending mode and channel (Email / Direct).
  2. Save and publish the workflow.
The system automatically checks and assigns the Sender field correctly before sending.
👀 What’s New?
Accounts can now customize the “Please share your contact details” default prompt shown in the Chat Widget. This enhancement introduces two distinct, editable message fields, giving users full control over how and when contact details are requested, both automatically and agent-triggered.
👷 How It Works:
A - On the left panel of the chat widget builder section > under 'Chat Window' tab, Contact Form Intro Message (Auto Prompt) is present:
  1. Visible only when “Enable Contact Form” is ON
  2. Shown automatically before the contact form appears in the chat widget
  3. Default text: “Please share your contact details”
  4. If left blank, the widget skips this message and directly renders the contact form
B - On the left panel of the chat widget builder section > under 'Chat Window' tab, Contact Form System Message (Agent-Triggered) is present:
  1. Always visible in the builder (regardless of toggle state)
  2. Shown when an agent clicks “Request Contact Details” from the Conversations panel
  3. Default text: “Please share your contact details”
  4. If left blank, the widget skips the message and directly shows the contact form
Both applies to:
  • Live Chat
  • All-in-One (Live Chat)
⭐ Why It Matters:
  • Eliminates confusion caused by hardcoded system prompts
  • Improves visitor trust and conversion rates
  • Significantly reduces high-severity support tickets
  • Strengthens white-labeling and brand consistency for agencies and SaaS users
📝 Notes:
  • When Enable Contact Form is OFF:
  • Only the Contact Form System Message is used (agent-triggered flow)
  • When Enable Contact Form is ON:
  • Visitors see the Contact Form Intro Message automatically
  • Can still request contact details manually using the system message
  • Leaving either field blank skips the prompt and shows the form directly
What's New?
We've renamed and reorganized AI related workflow actions for better clarity and easier navigation.
AI Actions Category: All AI powered actions previously under the Workflow AI category now fall under the AI Actions category with clearer names:
  • AI Translate (formerly Workflow AI - Translate content)
  • AI Summarize (formerly Workflow AI - Summarize Text)
  • AI Intent Detection (formerly Workflow AI - Intent Detection)
  • AI Decision Maker (formerly Workflow AI - Decision Maker)
Conversation AI Category: Conversation AI Actions previously labeled as "AI Actions" in workflows have been moved to a new "Conversation AI " category for better organization.
Why This Update?
With the rollout of AI Builder and other AI powered features in workflows, users were experiencing confusion between different AI functionalities. This action level reorganization and name change creates a clearer distinction and mental model.
What You Need to Know
All existing workflows using these actions will continue to function normally—only the names and categories have changed. No action required on your part.
You can now use your custom fields and values directly inside Calendar related settings across Calendars, Services, and Rentals to create more personalized appointment experiences.
What’s new?
Previously, when configuring text-based settings like email/SMS templates, meeting locations, or appointment titles, the selector only showed predefined system custom fields (for example, {{contact.name}} or {{appointment.start_time}}).
With this update, your user-created custom values are now available in the selector for personalization and lead enrichment.
What’s changed
  • A new “Custom Values” section is shown in the selector dropdown
  • Custom values created at the sub-account level now appear inside the custom value selector
  • Use the search bar to quickly search for your desired value
Why it matters
🎯 Personalize reminders, confirmations, and appointment details using your own data
🧩 Maintain consistency across Calendars and other parts of the platform
⚡ Faster setup without manual copy-pasting of custom values
This update gives you more flexibility and control over how appointment-related communication is personalized.
🧭 Overview
We’ve introduced a new phone number importer that ensures contact details from Calendly appointments are accurately captured in the system. Whether the phone number is entered in the location field or submitted through a form question (Q&A), the system helps ensure the right number ends up in the contact’s profile — reducing manual updates.
🚀 What’s New?
✅ Automatic Sync from Location Phone Number
If the invitee's phone number is provided directly in the meeting location and no phone fields are present in the form, it is automatically synced to the contact.
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✅ Mapping Modal When Phone Numbers Come from Form Fields
If a phone number field exists in Calendly form, a mapping screen is shown, wherein:
  • You can choose from form fields or location phone field (if present)
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You can choose “Do not sync” if you don’t want any number mapped
This ensures clarity and control whenever numbers are collected via forms.
✅ Clean Handling When No Phone Fields Exist
If the selected Calendly calendar(s) has no phone number fields (neither location nor form), the phone sync step is simply skipped — no prompts, no errors.
🗒️ Note:
For shared calendars, if any user updates the phone number sync option — the change will apply to all users linked to that calendar.
🎯 Why This Matters
Ensures phone-based meetings always have the contact number synced within the system
Eliminates manual copying of numbers from Calendly into contacts
Gives users control when multiple phone sources exist
Managing date-specific availability just got a whole lot easier.
What’s new?
Previously, you could add date-specific hours for only one date at a time, which made setting availability across multiple days slow and repetitive. With v2, you can now select multiple dates at once and apply the same working hours to multiple services and locations in one go.
How it works
  • Select multiple dates from the date picker when adding date-specific hours
  • Set the start time, end time, services, and locations once
  • Apply the setup in bulk across all selected dates
  • Dates are automatically grouped for easier management
How date grouping works
When you select multiple dates, the system automatically groups consecutive dates together so they’re easier to manage later.
  • Consecutive dates are grouped into a single block
  • Non-consecutive dates are split into separate blocks
Example:
If you select Jan 2, 3, 4, 5, 8, and 9:
  • Jan 2–5 will be grouped as one entry
  • Jan 8–9 will be grouped as another entry
You can edit or delete each group later without affecting others.
Why it matters
  • ⏱️ Save time by avoiding repetitive date-by-date setup
  • 🗂️ Cleaner organization with smart date grouping
  • ✏️ Easy edits even after bulk creation
  • ⚡ Faster setup for holidays, special schedules, or short-term availability changes
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