Welcome to GHL NEWS! In Today's issue:

• Wait step updates

• AI Agent Actions

• AI Blog Post Generation

A mix of AI updates and a lot of "spring cleaning" updates this week.

The Knowledge Base Search tool lets AI agents pull context from your existing knowledge base at runtime (pricing, FAQs, booking rules) instead of you having to front-load all of that into a prompt.

The Update Custom Value tool means those agents can now write back to your CRM on the fly, replacing the kind of giant If/Else workflow trees that nobody enjoys maintaining.

AskAI for Courses lets you build a fully structured course through a chat conversation, covering outlines, lessons, quizzes, and drip settings without touching a single configuration screen.

This Week's News:

Improved Handling for Inactive/Unverified Domains

Email delivery is now automatically blocked when a Campaign Domain or other mapped domain becomes inactive or unverified, preventing failed or unauthorized send attempts. Previously, emails would continue trying to send even after domain verification lapsed, with no visible indication of the problem. Now, any failed attempt surfaces a clear error message directly inside Conversations, making it easy to spot and resolve domain issues without leaving the conversation view. This improves both email reliability and compliance with domain verification requirements.

Client Portal Domain Configuration Moved to Domain Configuration Setup

Client Portal email domain settings have been relocated from Notifications Domain Configuration into the main Domain Configuration page under Dedicated Domain Setup, centralizing all email domain management in one place. As part of this change, Client Portal emails are now viewable directly inside Conversations alongside other contact communication history. This makes it easier to track Client Portal email activity without switching between separate configuration surfaces. To configure, navigate to Email Services → Dedicated Domain Setup → Domain Configuration.

Use Associated company fields in custom value picker across platform

Company fields — both standard and custom — are now available as custom values across the platform, including Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI. Each value resolves to the Company associated with the Contact at runtime, meaning personalized emails, auto-filled contracts, and AI replies can all draw on real company context without manual workarounds. This makes every custom Company field you've already configured immediately usable wherever you communicate. Teams that have invested in building out Company records will see the most immediate impact.

Math Operation: Now for Company & Custom Object Workflows

The Math Operation workflow action — previously limited to contact-based workflows — now works inside company-based and custom object-based workflows as well. Users can run calculations on numeric fields tied to companies or custom objects and pass the result downstream without switching objects or adding manual steps. The action follows the same behavior already familiar from other workflow types. A typical use case is a construction business calculating total project cost by summing material and labor cost fields stored on a custom project object.

Community - Recordings: Share recordings directly as post

A new Share as Post option on meeting recordings lets users publish recordings directly into any Community channel without leaving their current workflow. After clicking Share as Post, a searchable Community selection modal appears, allowing users to choose the destination community and channel in seconds. This removes the need to download and re-upload recordings externally before sharing them with a community audience. Access the feature under Manage Profile → Meetings → View Recordings → three-dot menu on any recording.

Custom Modal Height for Embedded Forms, Surveys, and Quizzes

Embedded forms, surveys, and quizzes displayed in Popup, Polite Slide-in, or Sticky Sidebar mode now support a custom Modal height setting, giving you precise control over how these embeds appear on host pages. The Preview, Integrate, and Save builder actions are also now disabled until the builder fully loads, preventing confusing clicks on unresponsive buttons. Existing embeds are fully backward compatible and continue working unchanged unless a modal height value is explicitly added. Set the height under Integrate → Embed Code after selecting the desired embed type.

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

The Manage Fields view in Submissions now displays all fields defined in a form, survey, or quiz — not just fields that have already received submission data. This means new fields added after earlier submissions, or fields on forms with no submissions yet, now appear in the available fields list immediately. Fields that are available but not currently selected show up in the Add Fields section for easy inclusion. Access the updated view via Sites → Forms/Surveys/Quizzes → three-dot menu → View Submission → Manage Columns.

Gradient Backgrounds for Buttons - Forms, Surveys and Quizzes

Button elements in the Form, Survey, and Quiz Builder now support gradient backgrounds in addition to the existing solid color option. Supported gradient types include linear, radial, and angular, with adjustable angle and multiple color stops for more customized designs. To apply, select a button element, open Button Background in the style settings, and switch from solid to gradient. Existing button styles are unaffected and remain fully backward compatible.

Load Chat Widget on user interaction

A new "Load on user interaction" toggle in Chat Widget → Chat Window tab → Additional Options delays chat widget loading until a visitor scrolls, clicks, or touches the page — reducing unnecessary script execution during initial page load. If no interaction occurs, the widget loads automatically after an approximately 8-second fallback delay to ensure it's always available. The default immediate-load behavior is preserved for all existing widgets unless the toggle is manually enabled. This is particularly valuable for mobile pages where widget scripts can meaningfully impact load times and Core Web Vitals.

Triggers & Actions: Smoother Integration Setup with Field Previews

Integration-powered workflow triggers and actions now display a preview of their available fields in a locked state before an account is connected, so users can evaluate an integration's capabilities before committing to setup. Clicking "Connect your account" opens the integration setup in a new browser tab, preserving the in-progress workflow context throughout. Once connected, the fields unlock and the selected account appears directly in the action or trigger panel. If a connected account is later removed or becomes invalid, the step automatically returns to a locked, connection-required state.

Conditional Visibility Enhancements

Conditional Visibility in the Email Builder now supports entire layouts as visibility targets, eliminating the need to configure rules individually on each element within a section. Two new operators — IS EMPTY and IS PRESENT — are also available, with support extended to all custom fields including attachment fields. Example use cases include showing a "Download Invoice" button only when an attachment IS PRESENT, or hiding a personalized greeting when first_name IS EMPTY. Layout-level visibility is also supported in HighRise, and all existing element-level rules continue working without changes.

Conversation Logs for Contact Preference Updates

Contact-level communication preference changes — whether initiated by the contact or by a user — are now logged directly inside the Conversations surface. This gives teams immediate context around preference updates without leaving the conversation view or switching to the Contacts module. The logs capture both the contact's own opt-in/opt-out actions and any user-initiated changes, making preference history fully traceable. This is part of an ongoing series of improvements to enhance visibility across contact and conversation workflows, with filters for the Contact Listing page coming soon.

Wait Action: Major Revamp

The Wait action has been fully redesigned with an intent-based card selection UI that asks "What should the contact wait for?" upfront, replacing the previous nested dropdown that buried options like "Wait for a contact reply." Major additions include recurring wait schedules (weekly, monthly, yearly), a single-step date wait that eliminates the previous two-action pattern of Set Event Start Date + Wait, seconds as a supported time unit, and dynamic wait durations pulled from custom fields or variables via the custom value picker. Related wait types are now grouped under unified cards, and the card order adapts contextually — for example, "Wait for the contact to reply" surfaces first when Wait follows a Send action. A new Wait AI feature lets users describe their intended wait behavior in natural language, generating a configured card through the AI Builder agent.

AUP Block Notification Email Routing

AUP block notification emails are now routed to the Agency Owner or to Admins associated with the affected Sub-account, ensuring the right people are informed when a block occurs. If neither an Agency Owner nor a Sub-account Admin is available, the system falls back to sending the email randomly. This targeted routing replaces the previous behavior and ensures notifications reach someone with the authority to address compliance issues promptly. The fix is effective immediately for all AUP block events.

Facebook Lead Ads: Support Contact Merge by Name for Lead Form Submissions

The Facebook contact merge-by-name feature has been expanded from Messenger conversations to also cover Facebook Lead Form submissions. The former "Merge Facebook contacts by name" setting has been split into two independent controls under Sub-account View → Settings → Business Profile → General: one for Messenger-based contacts and one for Lead Form submissions. This separation gives users precise control over deduplication behavior across different Facebook contact sources. The enhancement helps reduce duplicate contacts in cases where leads don't always carry consistent phone numbers or email addresses.

Customize marketing audit report website widget fields

Marketing Audit Report widgets now support customizable input field labels and placeholder text for six fields: First name, Last name, Phone number, Email, Business, and Website. Previously, all field copy was fixed and could not be adjusted to match different brands, industries, or campaign contexts. With this update, agencies can tailor label copy — for example, changing "Business name" to "Company name" or "Phone number" to "Best number to reach you" — to improve conversion alignment with specific landing pages or audiences. Future phases will add support for custom fields, field-level visibility controls, and more advanced layout options.

Keyboard Shortcuts for Product Image in Open Lightbox

Product detail pages with Open Lightbox zoom enabled now support keyboard navigation: Escape closes the lightbox, Right Arrow advances to the next image, and Left Arrow returns to the previous one, with wrap-around support between the first and last images. The lightbox auto-focuses on open, so shortcuts work immediately without requiring an extra click, and arrow keys no longer scroll the underlying page while the lightbox is active. The thumbnail strip auto-scrolls to keep the active image visible, while all existing mouse interactions remain unchanged. Keyboard shortcuts work in both Page Builder and Builder Preview.

AI Agent Action: Update Custom Value Tool

The AI Agent workflow action now includes an Update Custom Value built-in tool, allowing the agent to evaluate context during execution and write directly to custom values within a sub-account. This replaces complex If/Else trees previously needed to handle conditional value-setting scenarios — such as day-of-week schedules, timezone formatting, rolling promo codes, or pipeline stage logic — with a single agent step. Users can set the Custom Value to a specific field or let AI decide, and set the New Value to a fixed string or let AI generate it based on prompt instructions. The result is lower workflow complexity, fewer actions to maintain, and faster execution across automations.

Custom Category Content for Quiz Results

Personality-style quizzes now support custom result content for each individual category, letting you personalize text, images, videos, CTA text, and links based on whether a category is the highest- or lowest-scoring result. Previously, result pages offered limited per-category customization; now each category can have its own tailored experience. The first category can act as a default template for the rest, reducing setup time across large category sets. Access this under Quiz Builder → Customize Result Page → + Add Section → Individual Category.

AI Agent Action: Knowledge Base Search Tool

The AI Agent workflow action now supports Knowledge Base Search as a built-in tool, enabling the agent to search your native HighLevel knowledge base at runtime and retrieve only the relevant context it needs. This replaces the common workaround of pasting full FAQ lists and business details into the agent's system prompt — an approach that inflated context windows and produced less accurate results. Users select which knowledge bases the agent should search, define a static or AI-decided query, and set the number of chunks to retrieve. Business knowledge stays in one place, and the agent taps into it on demand, keeping the context window lean and responses more grounded.

Rental Listings & Categories in Snapshots

Rental Listings and Rental Categories can now be included when creating or loading Agency Snapshots, making it straightforward to replicate configured rental setups across multiple sub-accounts. Each asset type can be selected independently, giving agencies full flexibility over what gets copied into a destination sub-account. The selected rental assets are automatically added to the destination without requiring manual recreation. This is particularly useful for agencies onboarding multiple locations that share the same rental configuration structure.

Ask AI Blog Generation: Create Full Blog Posts from a Simple Prompt

Ask AI in the Blogs module now generates complete, SEO-friendly blog drafts from a single topic or prompt, including title suggestions, structured headings, long-form paragraphs, and ready-to-edit content — without switching to an external writing tool. The AI can leverage web-based context for more relevant and up-to-date content, supports multiple languages for localized publishing, and accepts URLs or image references as additional inputs to shape the output. Users open Ask AI, enter a topic, optionally add URLs or images, and receive a structured draft to edit and publish. This significantly reduces time spent on long-form content creation and cuts dependency on third-party AI writing tools.

Media Center Folder Upload & Download

The Media Center now supports uploading entire folders — including subfolders and mixed file sets — via a new Upload Folder button or drag-and-drop, preserving the original folder structure throughout. Folders can also be downloaded as a single zip file, maintaining structure on the way out as well. Upload progress now shows a folder-based view that includes nested files and subfolders, with clearer handling for upload limits, skipped files, and partial completion states. Sorting order set in the main grid is now also reflected inside the Move to Folder modal for consistency.

Content Corner:

Create Blogs Using Ask AI

Ask AI can now generate complete blog posts for you from a simple prompt. Just tell it what you want to write about and it will guide you through tone, length, themes and topics before generating a polished article ready for editing or publishing.

Did you know?

You can enable and configure the human handover action in Conversation AI to route chats from an AI agent to a human when escalation is needed? You can toggle handover scenarios, configure trigger conditions and example phrases, assign a user, set a final handoff message, choose bot reactivation timing, create tasks, and apply tags for tracking.