This week's releases lean heavily into workflow automation and integrations, headlined by a deep Klaviyo integration (4 triggers, 17 actions) and a new Browse AI connection that pull email/SMS marketing and web scraping directly into the Workflow Builder.

Other standouts include a new Test Action button for live-validating any integration step before publishing, Reviews AI expanding to auto-reply to Facebook reviews, and a one-click Shopify OAuth connection that drops setup to under a minute.

Test Action feature for Integrations

A new Test Action button appears on every external-app action step in the Workflow Builder, letting builders execute an action as a real API call against the connected app before publishing. Side-by-side Data In and Data Out panes show the resolved inputs sent to the provider and the raw JSON response, with key fields surfaced as inline chips and cards above the expandable payload. The call uses the same Connected Account the workflow will use at runtime, applying workflow variables, custom values, and transformations exactly as they resolve in production. The response schema automatically populates output fields for subsequent steps, closing the gap between configuration time and runtime so builders can validate integrations without guesswork.

Reviews AI now supports Facebook replies

Reviews AI now extends beyond Google to reply to Facebook reviews directly from Reputation Management, in both suggestive and auto-response modes. In suggestive mode, AI drafts a reply that users can review, edit, and send manually, while AI Agents can automatically respond to matching Facebook reviews based on configured rules. When creating or editing an agent, users choose which review sources to cover — all sources, all Google pages, or all Facebook pages — giving agencies and multi-location businesses page-level control over automation. Auto responses respect existing agent settings including rating conditions, tone, language, and review source, helping teams improve response coverage with less manual effort.

Browse AI - Actions & Triggers

Browse AI now connects directly to Workflows with one instant trigger, New Completed Task, plus four actions: Run Task, Bulk Run Tasks, Get Task, and Get Bulk Run. The webhook-backed trigger fires the moment a robot task finishes and is filterable by Robot, returning captured data and task metadata, while the actions let workflows run a single robot, queue a bulk run, or fetch prior results, with workflow variables accepted in every field. Authentication uses a Browse AI API key, and the premium trigger and actions are billed per execution at the standard automation rate, with Browse AI robot and task credits billed separately by Browse AI. This brings web scraping and content monitoring into the automation stack — a submitted URL can trigger an on-demand scrape, or a daily competitor monitor can pipe results straight into the CRM. The feature is in beta with multi-account support via the Connected Account dropdown.

User Permissions Support for AI Studio

AI Studio now supports dedicated user permissions, giving admins and owners granular control over who can access and manage it within their account. Two new permission levels are introduced: View AI Studio for read-only access, and View & Manage AI Studio for full read and write access. As part of the update, AI Studio has been migrated to the IAM V2 permission architecture, so all UI components and APIs are now protected based on assigned roles and enforcement is standardized across the platform. This delivers one of the most upvoted AI Studio requests from the community and helps organizations maintain stronger operational security and governance.

Klaviyo: Workflow Actions & Triggers

A new Klaviyo integration brings the email and SMS marketing platform directly into the Workflow Builder with four triggers and seventeen actions. The triggers — New event, New profile, Profile added to list, and Profile added to segment — poll Klaviyo every five minutes and surface matching records since the last poll, while the actions cover the full profile lifecycle, list and segment management, tag taxonomy, campaign discovery, and one-click sending of a draft campaign. Subscriptions are consent-aware, handling email and SMS independently to match how Klaviyo and regulations like TCPA, GDPR, and CASL track consent. All triggers and actions are premium components billed at the standard automation rate, authenticate via OAuth, and let a Klaviyo signup become a CRM contact or a workflow milestone fire a pre-staged campaign in real time.

Shopify integration just got simpler! No custom app setup required

A new Shopify OAuth app lets merchants connect their store in one click in under a minute, with no API tokens, custom app creation, or developer configuration required. OAuth 2.0 eliminates long-lived credentials in favor of scoped, auditable access that can be revoked from the Shopify admin at any time. All existing sync capabilities are fully supported, including historic and real-time sync of customers, orders, transactions, products, and collections. Existing custom-app integrations are unaffected and require no action, while the simplified flow lowers the barrier for non-technical store owners and speeds onboarding for agencies managing multiple client stores.

Multi-level ad campaign preview support in Template Library

The Ad Template Library now supports multi-level campaign previews for Meta, Google, and LinkedIn, displaying the full Campaign → Ad Set/Ad Group → Ads hierarchy. Sidebar navigation lets users switch between ad sets or groups and instantly preview the associated creatives in a real-time, placement-specific panel, with platform-native placements such as Meta Feed, Story, and Reels; Google Search, YouTube, and Gmail; and LinkedIn native. The same preview experience now carries into campaign creation inside HighLevel Ad Manager, replacing the earlier single-ad-only view. This gives advertisers and agencies better visibility into complete campaign structures before creation, reducing confusion and improving template adoption.

🔄 Enhanced Calendly Reschedule Handling in HighLevel Calendars

Calendly reschedules are now treated as true appointment reschedules inside HighLevel, behaving the same way as native GHL reschedules. Instead of recreating an appointment, the existing one is updated with the new date and time, marked as Rescheduled, and the previous date/time is preserved for tracking. Reschedule-based automations, tags, and conditions — including workflows using the Rescheduled = True filter — now apply correctly to Calendly appointments. This creates a more consistent scheduling experience and improves the reliability of reschedule-driven workflows and appointment tracking.

One-click email setup fixes with Fix with AI

A new Fix with AI action resolves common email setup issues such as invalid custom value syntax or missing subject lines with a single click. The AI automatically applies the fix, creates the required variant when needed, and logs every change in the Email AI chat window for full visibility. Users enable Email AI in Beta Labs, then click Fix with AI when validation errors appear on send, schedule, or checklist review. This reduces manual debugging, speeds time to value, and improves send reliability by proactively correcting invalid configurations, with a Beautify with AI feature for layout and responsiveness coming soon.

SEO Improvements: Alt Text for Store Images & Elements

Ecommerce images and store elements now receive automatic alt text to improve SEO and accessibility, with no manual input required. Alt text is generated from existing metadata such as product name, collection name, store name, and variant name, with fallback translation support: product main images use the product name, gallery images add an image index, and variant images include the variant name. Coverage extends to collection covers, header logos, product cards, featured and related products, cart items, and checkout thumbnails. Storefront design and user workflows remain unchanged, since alt text is derived entirely from metadata already present in the store.

Introducing New Templates

A fresh batch of customizable web and marketing templates is now available across multiple channels. The release adds one website template (Marketing Agency), one email template (Insurance), one form template (Creative), and one survey template (Home Services), along with four new social templates spanning Home Services and Health & Wellness. It also includes five Facebook ad templates, five Google ad templates, and five LinkedIn ad templates covering verticals from legal and finance to beauty, automotive, and real estate, plus a new Legal – Mediation Services snapshot. The professionally designed, fully customizable templates help users launch websites, funnels, and campaigns faster while focusing on engaging their audience.

Company Smart lists

Company Smart Lists let teams save a customized company view — including advanced filters, sort order, and visible fields — and reuse it anytime without rebuilding the setup. Lists can be duplicated to create variations, exported to CSV, and shared with all users or selected users with either view or edit access, and a direct link can be copied for quick access. A central Manage Smart Lists page collects every list in one place, and updates can be saved back to the same list or saved as a new one. Enabled from Sub-account Labs under Contacts → Companies, the feature reduces repetitive setup and helps standardize the lists teams use most.

Improved Handling for Inactive/Unverified Domains

Email delivery is now better protected when a domain mapped to a campaign or other configuration becomes inactive or unverified. Previously emails could keep attempting to send after the mapped domain went inactive, but the system now automatically stops delivery for those cases and marks the attempt as failed. A clear error message surfaces directly within Conversations, explaining that the email failed because the domain is not verified. This prevents failed or unauthorized sends, gives users immediate visibility into delivery issues, and improves troubleshooting and domain compliance handling.

Client Portal Domain Configuration Moved to Domain Configuration Setup

Client Portal email domain configuration has moved from Notifications Domain Configuration into the main Domain Configuration page under Dedicated Domain Setup. The change centralizes management of all email domain types in one place, making domain setup more intuitive. Client Portal emails can still be viewed directly within Conversations, keeping all customer communication accessible alongside other conversation history. Users now configure the Client Portal Domain by going to Email Services → Dedicated Domain Setup → Domain Configuration.

🏢 Use Associated company fields in custom value picker across platform

Company fields — both standard and custom — can now be referenced as custom values across the platform, including emails, workflows, contracts, conversations, and AI context. Each value resolves to the company associated with the contact at runtime, so messages can pull in a recipient's company name, industry, account tier, or any custom attribute. The fields are available through the Custom Value Picker in Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI. This unlocks smarter personalization, auto-filled contracts, context-aware AI replies, and more powerful automations driven by company data without workarounds.

Math Operation: Now for Company & Custom Object Workflows

The Math Operation action is now supported in company-based and custom object-based workflows, extending a calculation capability that previously lived only in other workflow types. When such a workflow reaches the action, HighLevel calculates the selected values and stores the result for use in later steps, following the same behavior as the existing Math Operation action. Users simply add the action to a company or custom object workflow, choose the values and operation, and reference the result downstream. For example, a construction business can total project cost by adding material and labor costs stored on a custom project object, automating calculations without switching objects or adding manual steps.

Community - Recordings: Share recordings directly as post

A new Share as Post option lets users publish meeting recordings directly into Communities in just a few clicks, without leaving their current workflow. From Manage Profile → Meetings → View recordings, users open a recording's three-dot menu and select Share as Post to bring up a searchable community and channel selection modal. They then choose the relevant community and channel to publish the recording. This makes it easier to continue conversations, share updates, and keep collaboration flowing after meetings end.

Custom Modal Height for Embedded Forms, Surveys, and Quizzes

Embedded forms, surveys, and quizzes now support a custom modal height for Popup, Polite Slide-in, and Sticky Sidebar embed types, so they fit host pages better instead of feeling too tall or too small. The builder also disables the Preview, Integrate, and Save actions until it fully loads, preventing clicks that don't register. Users set the value in the Modal height field after opening Integrate and selecting an embed type, then copy the embed code. Existing embeds continue to work unchanged unless a modal height is added, keeping the update fully backward compatible.

Manage Fields Now Shows All Form, Survey, and Quiz Fields

Manage Fields now shows every field from a form, survey, or quiz definition, even those that haven't received any submission data yet. Previously only fields with data in at least one submission appeared, but now fields added after earlier submissions also show up, with available but unselected fields listed in the Add Fields section. Users access it from Sites → Forms, Surveys, or Quizzes by opening View Submission and clicking Manage Columns. This makes it easier to prepare reports and manage columns before submissions arrive, giving a more complete and predictable view of all available fields.

Gradient Backgrounds for Buttons - Forms, Surveys and Quizzes

Buttons in the Form, Survey, and Quiz Builder now support gradient backgrounds, letting designers switch between a solid color and a gradient directly from the button settings. The update supports linear, radial, and angular gradient types, an adjustable gradient angle for supported styles, and multiple editable color stops for more customized designs. Users select a button element, open the Button Background section, and switch from solid to gradient to customize colors, type, and angle. This adds more styling flexibility for modern, visually dynamic buttons without custom code, while keeping existing button styles intact.

Load Chat Widget on user interaction

A new "Load on user interaction" toggle in Chat Widget → Chat Window tab → Additional Options delays loading the chat widget until a visitor interacts with the site. When enabled, the widget loads only after a scroll, click, or touch, with an automatic fallback that loads it after roughly eight seconds if no interaction occurs. This reduces immediate script execution during page render, improving website performance and reducing blocking time, especially on mobile. Existing widgets keep their immediate-load behavior unless the toggle is manually enabled, and the option applies only to customer-facing widgets.

Triggers & Actions: Smoother Integration Setup with Field Previews

A common integration experience for workflow actions and triggers now shows required fields upfront and guides users to connect the right account without leaving the workflow. When an integration isn't connected, the panel displays a connect banner and a locked preview of the fields; clicking Connect your account opens setup in a new browser tab so the workflow context is preserved, and the fields unlock once connected. The experience supports multiple connected accounts, with dynamic fields that may reset when the selected account changes and steps returning to a locked state if a connection becomes invalid. Previously users often discovered missing integrations only after saving, so this reduces setup errors and makes integration-powered steps easier to evaluate and adopt.

Conditional Visibility Enhancements

Conditional Visibility in the email builder is now more flexible, supporting entire layouts in addition to individual elements. Layouts gain a dedicated Visibility tab alongside Edit, with support in HighRise, so whole sections can hide gracefully without configuring each element. New IS EMPTY and IS PRESENT operators enable value-based conditions, and all custom fields including attachment fields are now available in the conditional visibility dropdown. This lets users, for example, show a "Download Invoice" button only when an attachment is present or hide a greeting when first_name is empty, eliminating repetitive rule setup while preserving existing behavior.