HighLevel Weekly Release Recap, December 12

TLDR

Forms, Voice AI, Workflows, SaaS and Social Planner get meaningful upgrades

This week’s HighLevel releases were dense. Not flashy, but highly practical. Forms finally get proper layout control, Voice AI takes a big step toward real autonomy, workflows become faster to manage, and SaaS reporting catches up to reality.

Below is a structured recap of what shipped, why it matters and who should care.

Forms, Surveys and Quizzes, Major Usability Wins

Top margin control for embedded forms

You now control top spacing directly in the form builder.

Why this matters

• No more custom CSS hacks.
• Forms finally sit flush inside landing pages.
• Cleaner layouts across funnels and websites.

This solves a long-standing formatting issue that affected nearly every embedded form.

Rich text editor for Text and Terms elements

Text elements inside forms now support:

• Rich text formatting
• Bullets and links
• Merge fields and custom values
• Multiple Terms and Conditions checkboxes

Practical use

• Add dynamic disclaimers
• Personalize form copy
• Handle multiple compliance checkboxes without workarounds

Custom submission success message design

If you use a message instead of redirect after submission, you now fully control its appearance.

Includes:

• Typography control
• Layout styling
• Optional background blur effect

Impact

• Fewer redirect pages needed
• Better visual consistency
• Cleaner user experience

Social Planner, Analytics and Publishing Improvements

Analytics for Threads and Bluesky

Native analytics now support both platforms.

Why this matters

• Early-stage platforms finally measurable
• Data lives inside Social Planner
• Foundation for dashboards and reporting

Multiple watermark support

Watermarks can now be set per social channel.

Example

• Wide watermark for YouTube
• Square watermark for Instagram
• Platform-specific branding without manual edits

UI and UX improvements for posts and reels

The media upload flow now blocks invalid actions.

Result

• Fewer upload errors
• Clearer video vs image paths
• Faster post creation

Voice AI, Real Autonomy Arrives

Multi-calendar appointment booking

Voice AI now selects the correct calendar based on conversation context.

Examples

• Demo request → demo calendar
• Pricing inquiry → sales calendar

Includes fallback handling if intent is unclear.

This removes rigid routing rules and makes Voice AI genuinely conversational.

System prompt access for Voice AI

Power users can now view and edit the system-level prompt.

Important

• Reset-to-default option included
• Not recommended unless you understand prompt engineering
• Enables deep customization at the agent level

Voice AI folders

You can now:

• Organize agents into folders
• Move agents between folders

Simple, but overdue.

Workflows, Speed and Control Upgrades

Inbound DND support

Workflows can now automatically place contacts into Do Not Disturb based on inbound triggers.

Use cases

• Filter spam texts
• Auto-DND unwanted keywords
• Reduce inbox noise without manual intervention

Email DND is expected next.

Copy action UX improvements

Copy and paste actions are now visually clearer and less intrusive.

Result:

• Faster workflow building
• Less screen clutter
• Better visual feedback

Improved first-time workflow experience

New users now see:

• Embedded explainer videos
• Example workflows
• Workflow AI front and center

Lower learning curve, faster activation.

Fast workflow switcher

Navigate between workflows instantly from the sidebar.

Includes:

• Recent workflows
• Open in same tab or new tab
• Clone and manage options

Available in both standard and advanced builders.

SaaS Mode and Wallet Enhancements

Historical wallet usage and invoices

You can now download official wallet invoices starting January 2024.

Includes:

• Monthly usage
• Tax-ready data
• Accounting-friendly exports

In-app upgrades for SaaS V2 subscriptions

Agencies can now upgrade or downgrade SaaS V2 plans inside the app.

This brings V2 closer to feature parity with V1.

SaaS analytics dashboard

A new SaaS-specific dashboard shows:

• Revenue
• Subscription data
• Key performance metrics

Finally, SaaS reporting lives where it should.

Phone System and Payments

Custom call dispositions

You can now:

• Create your own call outcomes
• Reorder them
• Trigger workflows based on disposition

Example
Call ends as “Price Objection” → trigger follow-up sequence.

Triggers shipped at the same time, which matters.

CSV exports for payments

Export:

• Transactions
• Orders
• Subscriptions

One-click download from the UI.

Communities and Collaboration

Optional mandatory profile completion

Admins can now decide whether profile photos and details are required.

Useful for:

• Privacy-sensitive groups
• Medical or recovery communities
• Anonymous participation use cases

Labs, Reputation Management

Manual review entry

You can now manually add legitimate reviews that did not originate from Google or Yelp.

Examples

• Written testimonials
• Offline feedback
• Letters and emails

Not for gaming platforms, but valuable for real-world feedback.

Behind the Scenes, Platform Stability

HighLevel revealed its internal QA platform, built to reduce release-related issues.

Reported results:

• 60 to 90 percent reduction in post-release problems
• Fewer support tickets
• More stable weekly shipping cadence

Not user-facing, but directly affects reliability.

Coming Soon Highlights

• Improved opportunity and tag access in Contacts
• Duplicate pipelines
• Continued UX refinement across core objects

More significant releases are expected early next year.

Bottom Line

This week focused on:

• Reducing friction
• Removing workarounds
• Giving power users real control

Forms, Voice AI and workflows saw the most meaningful gains. If you build funnels, automate lead handling or run SaaS on HighLevel, these updates remove daily annoyances and unlock cleaner systems.