Welcome to GHL NEWS! In Today's issue:

• Lots of e-commerce updates

• Competitor reputation updates

• Major Ask AI upgrade (in labs)

The e-commerce team release a bunch of updates this week to make product pages and other areas have more flexibility in design, layout, and polish.

Reputation management was upgraded to enable competitor analysis of virtual businesses (those without a storefront).

In labs, a major update to Ask AI which is becoming the natural language interface to all of HighLevel. If Shaun says its the biggest thing they've shipped yet, that is something to pay attention to!

This Week's News:

Ask AI - The Biggest Thing We've Shipped Yet!

New feature in Labs. We built a new AI workspace within HighLevel. One place to create, automate, and get help and get things done without leaving the platform. This is a full screen, dedicated user interface for interacting with HighLevel.

Import Email Templates with AI

HighLevel now allows users to import existing emails and convert them into fully editable templates using Email AI. Users can forward an email or send a template from another platform such as HubSpot, Mailchimp, or ActiveCampaign, and the system automatically converts it into a reusable template. This eliminates the need to manually rebuild campaigns when migrating from other marketing tools. Teams can quickly reuse proven campaigns and optimize them with AI inside the Email Builder. The feature significantly accelerates campaign setup and client onboarding.

Shipping Rate Sorting at Checkout

E-commerce checkout now automatically sorts shipping options by price so customers see the most affordable option first. The lowest-cost shipping method is preselected by default, reducing friction during checkout. If free shipping is available, it appears at the top and is automatically selected. Sorting updates dynamically if shipping rates change due to cart or address updates. This improvement helps streamline the checkout experience and reduces confusion for buyers.

AI Builder: New Skill For Workflow Settings and Naming

AI Builder can now configure workflow settings and names directly from natural language prompts. Users can ask the AI to adjust workflow options such as re-entry settings, business hours, sender details, and conversation handling without opening configuration panels. The AI can also rename workflows automatically based on context or user instructions. This allows a full workflow to be generated and configured in a single prompt. The update moves AI Builder closer to full control of workflow creation and configuration.

Advanced filters 2.0: New operators and improved consistency

Advanced filtering for Smart Lists and related modules has been standardized and expanded. New date operators such as today, tomorrow, this week, and this year provide more flexible filtering options. Numeric and string filter behavior has been standardized to ensure consistent logic across data types. Improvements also address previous inconsistencies around future date filtering and communication status conditions. These updates make segmentation more reliable across tasks, custom objects, and companies.

Variant–Image Sync on Product Details Page

Product images now update automatically when a shopper selects a variant on the product details page. If a variant has a dedicated image, it becomes the active image in the gallery or carousel. This creates a clearer product browsing experience by showing the correct visual representation of the selected option. The feature works with supported gallery layouts and improves visual clarity for shoppers. It helps customers better understand product variations before purchasing.

Additional Product Media Layout Options for Product Details Page

Store owners can now choose from multiple layout styles for product images on the product details page. New options include Gallery, Carousel, and Two-Column layouts for desktop viewing. Navigation arrows have been added for supported layouts to improve browsing through product images. On mobile devices, the interface automatically uses a carousel format for optimal usability. These layout options provide greater design flexibility for online stores.

Product Details Page Customization (Desktop Media Size & Layout)

Merchants now have more control over how product images and details are displayed on desktop product pages. Store owners can choose whether product media appears on the left or right side of the page. Image sizes can also be adjusted using predefined small, medium, or large display options. The directional layout design improves visual hierarchy and page structure. This update allows stores to better align product pages with their brand design.

Variant Selector Display Options on Product Page

Product variant selectors now support multiple display styles, including dropdown menus and pill-style buttons. The pill layout presents options visually and improves discoverability for customers selecting product variations. Selector styling is now consistent across variants, pricing options, upsells, and quantity selectors. Rendering issues and mobile dropdown positioning problems have also been resolved. The update improves both usability and visual consistency across storefronts.

Zoom In on Product Images for Better Product Viewing

A new image zoom feature allows customers to inspect product images more closely on the product details page. Store owners can choose between no zoom, hover/click zoom, or full lightbox zoom with navigation controls. The lightbox option enables fullscreen viewing with thumbnail navigation and detailed image inspection. The feature works with all supported product media layouts. This enhancement improves product presentation and helps customers evaluate items before purchasing.

Duplicate Pipelines Across Sub-Accounts

Pipelines can now be duplicated within the same sub-account or copied across multiple sub-accounts at once. Pipeline stages and reporting visibility settings are preserved during the duplication process. Agencies can replicate standardized sales processes for multiple clients with just a few clicks. This eliminates repetitive manual setup when launching new accounts. The feature helps agencies scale operations while maintaining consistent pipeline structures.

Advanced preview & shareable link for Meta ad campaigns

Ad Manager now supports advanced preview functionality for Meta ad campaigns. Users can view how ads appear across placements such as feeds, stories, and reels directly from the HighLevel interface. A shareable preview link can also be generated after a campaign is published, allowing stakeholders to review ads without accessing the ad account. This improves collaboration and quality control during campaign launches. Advertisers can verify ad rendering across placements before promoting campaigns.

Bank transfers (ACH) now supported for US and Canada accounts via NMI

Businesses can now accept ACH bank transfers through the NMI payment processor for US and Canadian accounts. This provides a lower-cost payment alternative compared to credit cards. ACH payments can be used for invoices, recurring invoices, and subscriptions once enabled. The feature is activated through Labs and requires ACH support on the connected NMI account. It helps businesses reduce processing fees and expand payment options for customers.

Facebook Post Sync in Social Planner

Social Planner now automatically syncs recent Facebook posts into the platform. The system imports posts from the past 30 days along with media, text, and performance insights. Once enabled, synchronization runs automatically in the background and refreshes analytics daily. This allows past Facebook content to appear alongside scheduled posts for better planning and reporting. Users can analyze historical performance without recreating previous posts manually.

Payments Tab & Booking UI Enhancements for Rentals

A new Payments tab has been added to the rental booking interface to centralize financial activity. Users can view balances, invoices, transactions, and security deposits directly within the booking view. The booking interface also includes clearer payment summaries and improved invoice handling when bookings are edited. The update ensures one booking corresponds to one continuously updated invoice. This simplifies reconciliation and makes rental payment management more efficient.

Control Default Personal Calendar Creation

Agencies can now control whether personal calendars are automatically created when new users are added to sub-accounts. The behavior is tied to the Preloaded Example Data setting at the agency level. Disabling this option prevents automatic calendar creation for newly added users. This gives agencies more control when using snapshots or structured calendar configurations. Existing users and calendars are unaffected by the change.

Merge Contact Action

A new Merge Contact workflow action automatically identifies and merges duplicate contacts during workflow execution. Users can match duplicates by email, phone number, or both. The system preserves the older contact record and merges newer duplicates into it while maintaining historical data. All merge events are logged with detailed execution information. This allows automated CRM deduplication without manual cleanup.

Marketplace Earnings Dashboard

The new Marketplace Earnings Dashboard provides agencies with visibility into revenue, costs, and profit generated from marketplace apps. The dashboard includes adoption metrics such as active installs, unique apps used, and sub-account usage patterns. Agencies can analyze revenue contributions by sub-account and track profitability across time ranges. Data can also be exported for offline analysis. This update enables data-driven decisions around marketplace app usage and monetization.

Welcome Badges Now Auto-Issued for Courses

Courses now automatically issue a welcome badge to learners upon enrollment. Each new course includes a default badge that recognizes students immediately when they join. Creators can disable the badge or switch it to draft if needed. Five curated welcome badge templates are provided for quick setup. The feature increases engagement by acknowledging learners from the start of the course experience.

Taxes are now supported for Rentals

Rental listings can now include manual tax configuration directly through linked product settings. Once taxes are configured, they automatically apply to rental bookings and invoices. Each listing or variant can be associated with a product where tax rates are defined. This ensures accurate pricing and tax calculations for rental transactions. The feature helps businesses stay compliant in regions where rental taxes apply.

Enhanced Appointment Visibility for Followers

Followers can now view appointments for contacts they follow when appropriate permissions are enabled. Previously, only the assigned user could access these appointments. The update aligns follower visibility with assigned user access while maintaining permission-based controls. Followers can view appointments but cannot edit them without management permissions. This improves collaboration between team members working on shared contacts.

Drag to Create Bookings in Rentals Calendar

Users can now create rental bookings directly from the Rentals calendar using a drag gesture. By selecting a time or date range on the calendar, the booking creation panel opens with pre-filled details. This allows faster scheduling and inventory blocking without navigating through multiple forms. The feature improves the visual workflow for rental management. Drag-to-create is limited to future dates and time slots.

Smarter Bulk Edit for Schedules in Multi-User Calendars

Bulk editing for multi-user calendar schedules has been redesigned to provide clearer visibility and safer updates. Weekly hours and date-specific exceptions are now displayed in structured groupings across selected users. Informational banners warn users when changes affect multiple schedules. The save logic has been improved so only modified sections are updated. This reduces accidental schedule overrides and improves multi-user calendar management.

Listings Now Available in 27 New Countries

The Listings product powered by Yext and Uberall has expanded availability to 27 additional countries. Newly supported regions span Europe, Asia, the Middle East, South America, and Africa. Users in these countries will now see the Listings product option instead of a region restriction notice. No pricing or interface changes were introduced with this rollout. The expansion increases global access to location listing management.

Improved Review Link Setup Experience

Review link setup within the Reputation module has been redesigned to be faster and more intuitive. Review links are now automatically configured when a connected page is detected. Dashboard indicators and contextual setup prompts guide users through the process when configuration is needed. Users can also view or override review links while sending requests or configuring widgets. The update allows most businesses to complete review setup in under a minute.

New Goal Events: Invoice Paid + Review Request Clicked

Two new workflow goal events have been added: Invoice Paid and Review Request Clicked. These allow contacts to automatically advance through workflows when a payment is received or a review link is clicked. The events can be filtered by specific invoices, communication channels, or review links. This enables automation based on meaningful outcomes rather than manual conditions. Businesses can now trigger follow-ups and next steps automatically after payments or review engagement.

Introducing Notes for Custom Objects!

Custom Object records now support native notes, allowing teams to store context and updates directly within object records. Notes can also be associated across contacts, opportunities, and custom objects for shared visibility. The interface matches the existing notes experience used elsewhere in the platform. Filtering and search tools make it easier to locate notes quickly. This improves data organization for teams managing complex records.

Dashboard Date Picker & Filter Persistence

Dashboard and custom report filters now persist between sessions for each user. Selected date ranges and dropdown filters remain saved even after refreshing the page or returning later. Widgets and reports now respect saved preferences and comparison date ranges. Email reports also send a snapshot of the data at the time they are generated. This improves reporting consistency and eliminates the need to reset filters repeatedly.

New: Virtual Businesses in Reputation Competitor Analysis

Competitor analysis now supports virtual and service-area businesses that do not have a physical storefront. Users can add competitors using service areas, website URLs, or virtual addresses. These competitors are now included in review benchmarking, keyword share analysis, and ratings comparisons. The improvement expands coverage beyond Google Maps-based listings. Businesses can now analyze both local and digital competitors in reputation tracking.

Content Corner:

Ask AI Demo Video

This is a 10 minute video showing many of the things you can do with Ask AI now.

Did you know?

Did you know you can automatically find and clean up duplicate contacts in HighLevel? This video covers finding duplicates by name, email, or phone number, viewing matching records, and choosing to merge, reject, or review duplicates.