I had the opportunity to attend HighLevel's Summit, which was amazing.

• Recap Day 1

• Recap Day 2

• Final Recap

They call the first day of the Summit LevelUp Day when they release a bunch of amazing new features and updates. This year was no different! There were well over 100 updates! I've broken down the updates into two groups. New features are big enhancements to be aware of as you plan your 2025 goals. Updates are improvements to existing functionality in the CRM.

NEW FEATURES

AI Employee **Addl fees apply

• AI Employee is a strategic tool designed to revolutionize how your business operates by offering six powerful AI components in one seamless package: 

• Voice AI

• Conversation AI

• Reviews AI

• Content AI

• Workflow AI Assistant 

• Funnel AI

• From managing inbound calls with Voice AI to refining your sales funnel with Funnel AI, each component automates tasks and streamlines your operations, working together to drive growth.

Funnel AI (Beta) **Addl fee per funnel

• Automatically generate optimized funnels tailored to business needs using AI. Funnel AI saves time and improves conversion rates by offering businesses effective funnel designs instantly.

GoKollab

• Go Kollab is a collaborative platform where you can deploy your public communities to connect, collaborate, and grow. From creators to experts, Go Kollab helps you earn by leveraging your skills in community-driven environments.

• https://www.gokollab.com

Webinar Funnels

• Create both On-Demand and Live Webinars directly within the platform to boost engagement and conversions. This simplifies webinar management, helping businesses generate leads and drive conversions with minimal effort.

Quiz Builder

• Easily design quizzes with flexible layouts for lead generation, learning assessments, and product promotions. Quizzes enhance engagement, generate insights, and drive educational or sales outcomes.

Workflow AI Assistant ** Usage based fees

• An interactive AI that provides step-by-step guidance, suggests the right Actions for specific use cases, and gives insights on how to optimize your workflow.

• Shortcuts the learning curve for new users and helps to quickly understand the functions of Triggers and Actions in any Workflow.

UPDATES

Ad Manager

• Audiences Tab

  • Allows users to create Custom or Lookalike audiences during the campaign creation process or in advance.

• Statistics

  • Offers detailed campaign metrics like impressions, clicks, conversions, and expenditure.

• Carousel Ads

  • Create ads with up to 10 images or videos, each with its own headline and description.

• Leads and Sales Insights in Campaign Statistics

  • Provides leads and sales data with export options and enhanced reporting tools.

Affiliate Manager

• Click Tracking

  • Enables tracking click data for referral links.

• External Website Support

  • Affiliates can now run campaigns on external websites with universal tracking and customizable commissions.

• Improved Media Library

  • Streamlined access to campaign-specific media assets for affiliates.

Blogs

• Blog Importer

  • Import blog posts from any CMS with a simple 3-step tool that maps fields like title and author.

Conversations

• Quick Replies for Facebook and Instagram

  • Set predefined quick replies within Facebook and Instagram Messenger to guide conversations. Speeds up response times, provides structure, and improves customer engagement through guided interactions.

• Folders and Search Support for Snippets

• Improved organization for snippets with folders and search functionality. This update enhances snippet management, allowing users to quickly find and use snippets while maintaining consistent formatting across the platform.

Calendar

• Troubleshooting Tool

  • Visibility into unavailable time slots and calendar settings.

• Add Notes Per Appointment

  • Track appointment notes directly in the Appointment Modal.

• Microsoft Teams Integration

  • Automatically generates meeting links for appointments.

• Collect Payments for Recurring Appointments

  • Enables payment collection directly through the booking widget.

• Smart Lists for Appointments

  • New mega menu support for easy organization with enhanced style editor settings. Improves website navigation, user engagement, and customization options.

Chat Widget

• Custom Fields in Contact Forms

  • Improves data collection during interactions.

• Business Office Hours

  • Customize chat availability with auto-responders.

Client Portal

• Revamped Dashboard & New Contracts Feature

  • Enhanced dashboards with digital contract management.

• Branded Mobile App Builder

  • Guides users through app branding and launch.

• Kollab Support Dashboard

• Our new Kollab Support Dashboard simplifies the management of app-related tasks for our Ops team. This streamlined platform enhances efficiency by automating communication and allowing for quick review and updates of subaccount information, reducing manual work and bottlenecks.

Communities

• Community Chats

  • Allows direct messaging within the community.

• Community Events

  • Enables event creation, management, and registration.

Conversation AI

• View Prompts, Knowledge Base, and Actions for Each AI Message

• Edit Bot Status for Contacts

CRM

• Recurring Tasks

  • Automates routine task creation.

• Track Actions with Custom Object Audit Logs

  • Logs and filters activities for custom objects.

• Import Contacts & Opportunities

  • Streamlined import process with smart mapping.

• Create Associations Between Contacts

  • Manage relationships with custom labels.

• Configure Searchable Fields

• Admins can select up to 6 searchable fields for Contacts, Opportunities, and Custom Objects. Regex search is also supported. Customizable search fields enhance usability, helping users find records faster, even with complex datasets.

Dashboards

• Visitor Data Widgets

  • Tracks website and funnel performance.

• Comparison Date Across Timeframes

  • Adds date comparisons to custom widgets.

• Personalize Your Dashboard with Themes

  • Offers customizable themes for dashboards.

• Email Performance Widgets

• New email performance widgets provide insights into key metrics such as opens, clicks, and bounces. These widgets allow users to quickly gauge email campaign performance and make data-driven decisions to improve engagement and conversion rates.

Documents & Contracts

• Direct Payment (2-in-1 Documents)

  • Combines contract signing with payment collection.

• Split Column Support

  • Users can now create columns by dragging and dropping elements side-by-side in the document builder. This feature improves document organization, making it easier to design clear and professional proposals and contracts.

• Opportunity Custom Values Support

  • Automatically populates documents with opportunity data.

• Custom Value Support for Links

• Link text and date fields to custom values in documents. This functionality automates updates after document signing and facilitates data management through downloadable CSV files.

Email Builder

• Conditional Elements in Email Builder

• Conditional elements allow users to add personalized content to emails, displaying different elements based on contact-specific conditions. This targeted approach saves time and ensures personalized, relevant content is delivered, enhancing the effectiveness of email marketing campaigns.

Email Campaigns

• Pre-Built Segments for Targeted Email Campaigns

• Pre-built contact segments now enable users to automatically segment their audience based on engagement with previous email campaigns.

• This feature helps users send more personalized and effective email campaigns, improving re-engagement and campaign success.

• Forms and Inline Surveys in Email Campaigns

• Users can now embed feedback forms and surveys directly into email campaigns, allowing for one-click feedback collection. This feature simplifies contact engagement while providing valuable insights into contact sentiments and campaign performance without leaving the email interface.

• Campaign Flow and Campaign Summary Page

• Streamlined email campaigns with direct creation options, improved UI, and a checklist for missing fields before sending.

• This enhancement allows for a smoother workflow in composing and previewing emails, reducing errors and improving campaign efficiency.

Ecommerce

• Upsell Products at Checkout

  • Boosts cart value with upsell options during checkout.

• Customer Access Center

  • Allows customers to view orders via a secure access center.

• Reviews & Ratings for Products

  • Enables customer reviews and ratings on product pages.

• WooCommerce Integration

  • Syncs WooCommerce data with HighLevel.

• Digital Product Delivery

• Store owners can securely deliver digital products through email with instant download links. Streamlines product delivery, ensuring seamless and secure customer access via OTP login flow.

• Facebook and Instagram Shop

• Store owners can now publish and sync products from their HighLevel Ecommerce stores directly to Meta Commerce, facilitating sales on Facebook and Instagram Shops.

• This integration simplifies product promotion and inventory management, allowing store owners to target audiences effectively while managing a single inventory across multiple platforms.

Forms & Surveys

• Submissions Page Revamp

• The Submissions page now supports expanded, customizable columns and a dynamic view, with options to copy data or redirect to URLs directly. This overhaul aligns with industry standards, offering a more detailed view and easier management of form submissions.

• Math Calculations for New Field Types

• Expanded math calculations now include Radio Select, Checkbox, and Dropdown fields in forms and surveys. Provides more flexibility for quizzes, assessments, and budgeting, with real-time scoring capabilities.

• Analytics

• Gain insights into the performance of forms and surveys with detailed analytics. This update provides actionable data to help users enhance decision-making by tracking views, responses, and completion rates over time, with customizable filters for more granular insights.

• Partial Contact Creation in Surveys

• Save contact data from partially completed surveys, even with slide logic enabled. Capture valuable leads and reduce data loss by storing contact information throughout the survey.

Funnels & Websites

• ClickFunnels 2.0 Importer

  • Imports funnels directly from ClickFunnels 2.0.

• Separate Image Dimensions for Mobile & Desktop

  • Customizes image dimensions for different layouts. This update improves SEO by optimizing image display for different devices, making mobile site design incredibly more efficient.

• Photo Gallery Element

  • Enhances visual storytelling with customizable galleries.

• Purchasing and DNS Hosting

• The Domain Purchase Product allows users to easily purchase and manage domains directly from the HighLevel platform. This all-in-one solution simplifies domain management, integrating seamlessly with other HighLevel tools to enhance usability for agencies and their clients.

• Analytics includes Pie Chart Visualizations

• Analytics now includes pie chart visualizations for page views and sales, with filtering options to refine insights. This visual breakdown helps users compare performance across funnels and websites, optimizing traffic flow and conversions.

• Mega Navigation Menu

• New mega menu support for easy organization with enhanced style editor settings. Improves website navigation, user engagement, and customization options.

Memberships

• New Mobile UI for Courses

• A redesigned course UI with seamless category navigation, intuitive support for text, audio, and video lessons, and interactive features like quizzes, comments, and real-time status tracking. Benefit: This enhanced experience makes learning easier and more engaging while improving performance with optimized loading speeds and modular code updates.

• New Course Theme – Neo Classic

• A fresh, modern course theme with improved navigation, professional aesthetics, and faster loading times. Elevates course creation and provides a seamless, engaging learning experience for users and students.

Media Storage

• Multi-Select Files

  • Improves efficiency with batch file management.

• Google Drive Integration

  • Syncs files with Google Drive.

• Private Mode in Media Library

  • Enhances security with time-limited access links.

Payments

• Create or Schedule Subscriptions from Contact Details Page

  • Combines subscription setup and invoice creation.

• PayPal Support in Invoices, Forms, Order Forms, and all payment elements

  • Integrates PayPal and PayLater options.

• Pause and Resume Subscriptions

  • Adds flexibility to subscription management.

• Send Estimate via Workflows

• Users can now send estimates directly from workflows, automate actions based on estimate events, and save templates. This enhances automation, allowing users to trigger invoice or contract actions based on estimate status for improved efficiency.

• Tax Inclusive or Exclusive Pricing Support

• Specify tax preferences for products at both global and product levels. This flexibility ensures compliance with tax conventions, allowing businesses to adjust tax settings as needed while maintaining consistent application across products.

• Specify tax preferences for products at both global and product levels. This flexibility ensures compliance with tax conventions, allowing businesses to adjust tax settings as needed while maintaining consistent application across products.

Reputation Management

• Spam Detection of Reviews

  • Marks and filters spam reviews with visual indicators.

• New Review Trigger

  • Automates workflows based on new reviews.

Reporting

• Custom Reports

• Users can design, schedule, and share fully customizable reports using a drag-and-drop interface with multi-page support and personalization options.

• This feature saves time with automated report generation and delivery while providing flexible data sharing and professional presentation, empowering users to drive informed business decisions.

Social Planner

• Advanced Statistics

• Social Planner now offers deeper insights into Facebook and Instagram performance, including demographics, engagement, and weekly trends. These analytics help users tailor their content strategy and optimize for better reach and engagement.

• Facebook Multiple Pages

• Users can now connect multiple Facebook pages to streamline lead syncing, messaging, automation, and reputation management.

• This integration enables efficient customer engagement across pages, helping businesses and influencers manage multiple channels effortlessly.

WhatsApp

• In-App Appointment Booking

• Businesses can now guide customers through booking appointments directly within WhatsApp using interactive, step-by-step conversations. This feature simplifies scheduling, reduces drop-offs, and boosts booking rates by allowing customers to complete the entire process within WhatsApp.

Workflows

• Notes and Stickies

  • Adds reminders at workflow and action levels.

• Calendar Appointment Options for If/Else Options

  • Customizes workflow behavior based on appointment events.

• Update Custom Values in Math Operations

• Users can now update custom values in math operations, allowing for real-time adjustments and calculations within workflows. This feature supports dynamic scenarios like tracking limited offers, updating waitlists, and calculating commissions automatically.

• Workflow Email Statistics Integration

• Workflow email stats are now integrated with email campaign analytics for streamlined tracking and editing. This update offers a unified view of email performance, simplifying analysis and campaign management.

• Advanced Filters & Smart Lists

• Filter workflows by criteria and save custom views for easy access. Streamlines workflow management and helps users quickly find specific processes.

• Calendar Appointment Options for If/Else Options

• Use appointment conditions for “Appointment Rescheduled,” “Start Date,” and “End Date” in If/Else Workflow Actions to select and customize Workflows behavior depending on specific appointment events.

• Provides the ability to create branches based on these additional conditions for more a more customized follow-up Actions.

WordPress

• Single Sign-On (SSO) for WP Admin Access

• Log in to WP Admin with one click from the WordPress dashboard using secure Single Sign-On (SSO), without needing to input credentials. Benefit: SSO simplifies access for agencies managing multiple sites and for clients who need quick, hassle-free admin access.

• Automate Domain Setup with Domain Connect Integration

• Customers can now link their domains from GoDaddy, Cloudflare, or IONOS with just a few clicks. No manual DNS configuration required.

• Why It Matters: This automation saves time and removes technical barriers, allowing users to focus on their site management.

• Access & Activity Logs

• Track activity, access, and audit logs for GHL WordPress accounts. Improves security, troubleshooting, and transparency by monitoring actions and tracking potential issues.

• Website Templates

• Launch pre-designed websites using ready-to-use templates with preview options. This speeds up website setup, helping users quickly create polished digital experiences.