HighLevel Release Radar, Week of Sept 22, 2025

TLDR

• WordPress, dedicated support team for hosted sites, plus editable site names in dashboard.
• Payments, add photos to estimates with lightbox viewing.
• Email Builder, optional “keep template in sync” between templates and workflows.
• Phone System, Texas SB 140 guardrail, block automation to TX numbers, periodic opt out toggle, Voice Integrity prompt on missed calls, inline call notes.
• Listings, dismiss non applicable missing info alerts, Uberall “Suggestions” for new directories.
• Calendars, duplicate appointment, block slots from service modal, resource visibility, new custom values.
• Security, multi channel OTP for user email changes, email, phone, or authenticator.
• Workflows, contactless Tasks action.
• Chat Widget, customizable prefilled message field.
• HIPAA Docs, migrate BAA flows in platform, customers can update signer details.
• Funnels/Websites, metrics by state and city, traffic source analytics, upgraded video player, loop and color control, gated playback.
• Invoices, customizable layout, colors, labels, custom fields.
• Integrations, Calendly supports multiple sub accounts, marketplace webhooks auto retry.
• Labs, Voice AI agents support custom MCP servers.
• Coming soon, Preference Management hub for subscriptions, Communities badges.

The important changes, expanded

WordPress support, plus inline site naming

• Dedicated WordPress support team for hosted sites. Faster triage for plugin/theme conflicts and performance issues.
• Edit site names directly from the hosting dashboard. No WP Admin hop needed.
  Use it when launching or migrating, and route complex tickets straight to WP specialists.

Payments, photo rich estimates

• Attach photos to estimates. Recipients open images in a lightbox.
  Use it for service bids, before and after context, plans, or spec sheets. Boost win rate with visual proof.

Email Builder, template sync control

• Choose per email: keep a workflow email linked to the base template, or detach.
  Use it to standardize brand emails across flows, while leaving exceptions free to customize.

Phone System, stronger compliance and answer rates

• Texas SB 140: block automation messages to TX area codes. One to one and OTP still allowed.
• Periodic opt out: enable or disable recurring “reply STOP” reminders. Set interval, default on for new accounts.
• Voice Integrity nudge: on unanswered calls, a tooltip suggests enabling caller ID registration to reduce “spam likely.”
• Live call notes: take and auto save notes during the call into the contact record.
  Use it to stay compliant, protect deliverability, and improve pick up rates.

Listings, cleaner operations

• Dismiss irrelevant “missing info” alerts.
• Uberall “Suggestions” highlights directories to add.
  Use it to keep listing health signals accurate without noise.

Calendars, faster booking admin

• Duplicate appointment, block slots from service modal, show resources in the appointment drawer, new custom values: service price, meeting location name or short label.
  Use it to speed recurring bookings and produce clearer notifications.

Security, multi channel OTP for user email changes

• Verify with email, verified phone, or an authenticator app.
  Use it when the old email is inaccessible.

Workflows, contactless Tasks

• Create tasks from automations that do not involve a contact record.
  Use it for ops checklists, daily opens/closes, inventory, or team escalations.

Chat Widget, prefilled message

• Configure a default message in the widget’s text area.
  Use it to prompt users with the exact info you need, for example “Quote for: [service] on [date].”

HIPAA Docs, BAA in platform

• Migrate BAA workflows, customers can edit signer details without tickets.
  Use it to keep HIPAA paperwork native and reduce back and forth.

Funnels/Websites analytics and media

• Geo metrics, drill down by state and city.
• Traffic source analytics begins collecting forward from 23 Sep 2025.
• Video player UI refresh, loop toggle, color customization, default mute overlay, supports mid roll gate with form.
  Use it for quick attribution checks, brand matched players, and higher opt in rates.

Invoices, customizable layouts

• Control layout, labels, colors, and include custom fields.
  Use it for branded pro invoices and clearer line item communication.

Integrations and reliability

• Calendly integration supports multiple sub accounts.
• App Marketplace webhooks auto retry on transient errors.
  Use it to reduce manual replays and support multi brand setups.

Labs, Voice AI + MCP

• Add a custom MCP server to Voice AI agent actions.
  Use it to fetch internal data or trigger proprietary tools without workflow glue.

Coming soon

• Preference Management hub, manage subscriptions by type and language.
• Communities badges, define earn rules to boost engagement.

Fast rollouts

Enable Texas guardrail and periodic opt out

1. Phone System, Compliance.
2. Toggle “Block automation to Texas numbers,” save.
3. Toggle “Periodic opt out,” set interval, for example 30 days, save.
4. Update opt in copy and double opt in for TX forms.

Ship photo estimates

1. Payments, Estimates, New.
2. Add line items and tax.
3. Upload photos to the estimate, confirm lightbox preview.
4. Send estimate, track views and accept status.

Use template sync safety

1. In a workflow email step, choose Template.
2. Check “Keep in sync” if you want global changes to flow through.
3. Leave unchecked for one off variants.
4. From Templates, “Push to sync” to linked workflows when updating.

Turn on state, city, and source analytics

1. Sites, Analytics, confirm data since 23 Sep 2025.
2. Create a dashboard view per funnel with Source, State, City.
3. Compare source to conversion pages, adjust ad budgets and UTMs.

Add looped, brand matched video with gate

1. Edit page, select Video.
2. Set loop on, set player colors to brand hex.
3. Add gate at a key open loop timestamp, require form submit.
4. Preview mute overlay behavior, publish and test.

FAQs

Can I keep emails synced across multiple workflows
Yes. Select the template in each workflow email and check “keep in sync.” Updates to the base template propagate. Leave unchecked for local edits.

How do Texas blocks affect one to one messages
They do not. One to one and OTP messages continue. The block applies to automation messages to TX area codes.

Does traffic source work on historic data
No. It starts from 23 Sep 2025 for newly collected events.

Can contactless tasks assign to users or teams
Yes. Use task fields in the action to set owner, due date, and priority without a contact.

Can I personalize invoice layouts per brand
Yes. Configure layout, labels, colors, and custom fields in Invoices settings. Apply per sub account.

Quick answers

• Photo estimates increase service close rate.
• Template sync prevents drift across campaigns.
• TX guardrail reduces compliance risk instantly.
• Contactless tasks automate ops without dummy contacts.
• State, city, and source analytics expose quick wins.
• Custom invoice layouts reduce payment friction.
• Video player loop, color, and gate lift engagement.