LevelUp Day 2 - All Updates

LevelUp Day 2 - All Updates

October 14, 20258 min read

LevelUp 2025 Day 2 brought even more updates across the platform with a focus on AI and the workflow builder.

Here's everything from Day 2:

Competitor Analysis: Your Edge in Local Reputation

The new Competitor Analysis module in Reputation Management provides a detailed benchmarking tool to compare your business against local competitors. It includes an interactive Positioning Grid, Sentiment HeatMap, Keyword & Theme Analysis, and Rating by Source to visualize review strengths and weaknesses. Each competitor is scored using a Reputation Score (0–100) combining rating averages, review volume, and response behavior. Businesses can now see exactly where they stand, track responsiveness, and identify opportunities for improving online reputation.

Breadcrumbing: Ad Manager x WhatsApp & Social Planner

This update integrates Ad Manager breadcrumbs within WhatsApp and Social Planner, allowing users to launch ad campaigns directly from familiar modules. A new “Create Engagement Ad” button in WhatsApp and “Run as Ad” options in Social Planner simplify campaign creation with pre-filled creative and targeting data. Users without Ad Manager access are guided via upgrade modals for easy activation. The feature streamlines the ad creation process, increases visibility of Ad Manager, and reduces friction between organic content and paid promotion.

Attachments in Live Chat Widgets

Live Chat Widgets now support file attachments, enabling visitors to send up to five images or PDFs (20MB max each) directly in chat. Images show previews, while HEIC and PDF files display as downloadable links. Built-in validation blocks unsupported or duplicate files and ensures reliability across desktop and mobile. Agencies can optionally enable AI responses to images, allowing bots to reply contextually to visual uploads. This makes troubleshooting, onboarding, and customer support faster and more interactive.

Voice AI Chat Widget in Labs

The Voice AI Chat Widget brings real-time, browser-based voice conversations directly to websites. Visitors can speak naturally with an AI agent without needing calls or downloads. Agencies can enable it via Labs, configure AI agent names, and deploy instantly using embed code. Built-in reCAPTCHA protection and compliance messages prevent misuse. It’s a major step toward voice-first engagement, letting agencies offer natural, human-like conversations on their sites.

Typeform – Actions & Triggers in Workflows

Native Typeform integration arrives in Workflows, adding instant triggers and full action support. Automations can now fire the moment a Typeform response arrives, and users can also create, duplicate, or fetch forms directly within workflows. This removes the need for third-party connectors and enables real-time lead capture, onboarding, and survey management. It’s ideal for automating client intake, feedback loops, and CRM enrichment directly from Typeform submissions.

Multi-Location Incoming Calls for Mobile App

HighLevel’s mobile app now supports Multi-Location Incoming Calls, allowing users to receive calls from up to 10 sub-accounts simultaneously. The incoming call screen shows the originating location, and users can switch to that account mid-call for context. This feature eliminates missed leads, improves call routing, and streamlines CRM actions for multi-location teams. Each user controls their opt-in settings, ensuring flexibility for on-call setups and shared numbers.

Basecamp – New Actions & Triggers in Workflows

Basecamp integration now enables full two-way automation within Workflows. Triggers like New To-Do, Comment Added, or Message Posted can start automations, while actions allow creating or updating projects, to-dos, and documents from HighLevel. This simplifies syncing between CRM and project management systems, eliminating the need for third-party connectors. It’s especially useful for client onboarding, task automation, and real-time project updates across teams.

Bring Your Custom Agents Into Ask AI

Agencies can now map their Agent Studio agents into Ask AI for seamless, contextual automation. Custom agents can be linked via Ask AI Configuration with descriptions, capabilities, and variable mapping for tailored responses. Ask AI then intelligently routes user queries to the most relevant agent automatically. This feature transforms Ask AI into a unified conversational hub, merging native intelligence with user-built agents for deeper automation and personalization.

AI-Powered Business Card Scanner

The AI Business Card Scanner revolutionizes contact capture in the mobile app. Users can scan both sides of a business card, and AI extracts contact details with 98%+ accuracy. Fields auto-fill instantly into the CRM, with options to refine using AI, tag contacts, and save images to Media Storage. With 50 free scans per sub-account per day, this feature turns networking into a frictionless digital experience, ensuring no lead or connection is lost.

Rename Standard Objects

Admins can now rename standard CRM objects—Contacts, Opportunities, and Companies—to better reflect their business terminology (e.g., Clients, Deals, or Organizations). Both singular and plural forms are supported, with instant updates across menus, filters, and dashboards. Duplicate name validation prevents conflicts, while backend keys remain unchanged for data integrity. Future updates will extend this flexibility to custom fields and onboarding templates.

Template Library Integration: Create Emails Your Way

Email creation in Reputation Management now includes full Template Library integration. Users can start from scratch or pick from pre-built templates to speed up design while maintaining creative control. Templates are fully editable and brandable, making campaign setup faster and more consistent. This enhancement balances freedom and efficiency, empowering agencies to produce polished, on-brand emails in minutes.

Unified Payment Experience Across SaaS Locations

Payment options are now standardized across all SaaS Locations, giving agency and location users a consistent payment flow. Agency users can pay via card, wallet, or agency card, while locations have access to card and wallet options. This ensures flexibility, transparency, and easier payment management for all tiers. Wallet payments are now globally available, creating a smoother experience for every subscription flow.

Improved Payment Reliability and Error Handling Across Paywall Flows

Payment reliability has been greatly improved across all Paywall flows including WhatsApp, WordPress, and Listings. The update enhances Stripe error handling, improves user messaging during failed payments, and prevents duplicate subscription attempts. Network interruptions, missing payment sources, and invalid customer addresses are now managed gracefully. These enhancements reduce transaction friction and improve customer confidence when upgrading or purchasing add-ons.

Incoming Call Settings Simplified (via Labs)

A new Incoming Call Settings interface in Labs simplifies configuration of key call-handling options. Users can edit friendly names, call recording, and forwarding settings, and view full incoming call flow in one place. It also enables routing calls to multiple devices per user or one device type across multiple users. The streamlined layout improves clarity and reduces configuration time, making call setup more intuitive and accessible for all users.

Shipping Charges Based on Product & App Shipping Profiles

This update adds Shipping Profiles to GoHighLevel E-commerce Stores, giving merchants granular control over how shipping rates are calculated. Store owners can now create multiple custom profiles for specific products, groups, or app integrations—while maintaining a general default profile for everything else. Each profile supports its own zones, rate types (flat, weight-based, price-based, etc.), and override logic for app-defined rates. When multiple profiles apply at checkout, the system intelligently combines or sums them based on name matching. This upgrade brings powerful flexibility and consistency to shipping management, especially for stores selling varied products or operating across regions.

“Between” Operator for Workflow Trigger Filters

This new operator adds range-based filtering to workflow triggers. You can now define minimum and maximum numeric values using a simple two-field input to filter contacts, purchases, or scores within a range. It’s inclusive by default and works across all numeric fields, helping refine automation conditions like “quiz scores between 30–60” or “purchases between $50–$500.” Built-in validation prevents incorrect ranges and ensures smooth workflow execution.

New Trigger: Call Transcript Generated

This trigger automates workflows as soon as a call transcript is available, enabling instant follow-ups and data updates. It supports Voice AI, IVR, and regular calls, letting you email summaries, tag contacts, or route leads based on transcript keywords. The feature provides access to full transcripts, call details, and metadata within workflows. It streamlines post-call automation and brings real-time intelligence to voice interactions.

Automatic Taxes - Mobile App Payments

Automatic tax calculation is now available in the HighLevel mobile app. Taxes are calculated based on the customer’s address when creating invoices, POS transactions, or estimates. You can assign tax codes to products and let the app handle calculations automatically using your configured nexus and tax IDs. This update improves global tax compliance and eliminates manual calculation errors directly from mobile.

Workflow Scheduler Trigger

The Scheduler Trigger introduces time-based automation without requiring contact events. You can run workflows hourly, daily, weekly, monthly, or via cron-style scheduling. Advanced options include skipping weekends, stop dates, and a preview of upcoming runs. This native scheduling feature replaces complex “Wait” workarounds and external schedulers, letting agencies automate recurring updates, reports, or reminders effortlessly.

Trigger Stats for Workflows

Workflow builders now include real-time visibility into trigger performance. You can see how many contacts were attempted, matched, or unmatched and review reasons for failures directly within the workflow editor. A detailed panel lists contact-level data, match results, and unmatch explanations for debugging. This transparency helps optimize triggers and ensure workflow logic runs accurately across campaigns.

Trigger Narration in Workflows

Trigger Narration introduces human-readable summaries directly on each trigger card, displaying all applied filters and conditions at a glance. This eliminates the need to open configuration panels when reviewing workflow logic. For complex automations, you can expand to see the full list of filters. It’s a major usability boost for debugging, auditing, and team collaboration within workflow builds.

Bulk Inventory Management for Ecommerce Stores

Merchants can now manage stock for multiple products at once using Bulk Inventory Actions. The new interface includes a searchable, paginated inventory table with filters for product type, collection, or stock status. You can bulk update quantities (add or set) or toggle tracking and “continue selling” settings. Real-time validation prevents invalid entries, and instant success messages confirm updates. This drastically simplifies large catalog management for e-commerce stores.

David Ziembicki is the founder and CEO of the Expert Business Agency, which helps founders and business owners earn more and work less. David has been an industry-leading technology and business consultant for over 25 years having worked at Microsoft, Deloitte, SAIC, and Avanade.

David Ziembicki

David Ziembicki is the founder and CEO of the Expert Business Agency, which helps founders and business owners earn more and work less. David has been an industry-leading technology and business consultant for over 25 years having worked at Microsoft, Deloitte, SAIC, and Avanade.

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