HighLevel Updates: New Features for July 20-24, 2026

The week of July 20 through 24, 2026 was a busy one for HighLevel, with releases touching search, AI, WhatsApp, websites, forms, the client portal, workflows, and reputation management. Several headline features landed in Labs, and a long list of quality-of-life improvements went live for everyone.

Global Search V2 Lands in Labs

Global Search V2, rebuilt from the ground up, indexes more than 530 pages across agency and sub-account levels and searches records in eight products: Contacts, Opportunities, Products, Calendars, Funnels, Workflows, Social Planner, and Conversations. Queries run server-side, respect user permissions, and support fuzzy matching for typos, Cmd/Ctrl + K keyboard control, voice dictation, and screen readers.

The rollout stage is Labs, enabled under Labs, Subaccounts, Global Search V2. For teams onboarding new staff, this alone can cut hours of menu hunting every week. AI answers for zero-result queries and personalized ranking are planned next.

AI Gets More Connected and More Hands-On

Superagents gained five new MCP connectors: Make, Fathom, Calendly, Canva, and OpenArt, with custom MCP connections listed as coming soon.

Ask AI can also now operate a real browser through a new Browser Control extension for Chromium browsers such as Chrome, Edge, and Brave. The assistant opens pages, clicks, types, and fills forms inside an isolated tab group that cannot touch the user's other tabs, with every step shown as a screenshot in chat. Sensitive values like passwords and payment details are entered through a secure on-device prompt and never reach the AI. For an agency, this shifts AI from giving instructions to completing repetitive browser tasks, which is billable time recovered.

A Full Overhaul for WhatsApp Template Management

The WhatsApp template screens were rebuilt on HighLevel's newer design system. Users can now open folders directly, see whether a template lives inside a directory, filter by status, language, category, and last edited date, sort by major fields, and move templates or entire folders between levels. Template dropdowns across Conversations, bulk actions, and workflows now show only approved templates, preventing failed sends from unapproved picks.

Other improvements include right-to-left typing for Arabic, Urdu, and Hebrew, pagination in the Phone Numbers tab, and visibility into Meta compliance outcomes. Templates that Meta rejects or disables now show those statuses, with the rejection reason on hover. Businesses running high-volume WhatsApp messaging campaigns get faster template operations and fewer surprise delivery failures.

Websites and Funnels Become AI-Search Ready

Three releases push HighLevel sites toward better visibility in AI-driven search. Funnels and Websites now support a per-domain llms.txt file, editable in the Edit Domain modal and served at the domain root, which helps AI crawlers understand a site and pass the new Agentic Browsing audit. The schema markup JSON editor now flags every validation error inline on the exact line, with plain-language tooltips. And a new Auto-generate schema setting uses AI to create structured markup in the background for any page published without it, defaulting on for new assets, off for existing ones, and never overwriting existing schema.

For agencies selling websites and funnels, client sites can now qualify for rich results and AI citations without hand-coded JSON-LD. Anyone comparing page builders can see how the platform stacks up in this HighLevel versus ClickFunnels breakdown.

Forms, Surveys, and Quizzes: PDFs and Saved Progress

A new Generate submission document toggle automatically turns every form, survey, or quiz submission into a formatted PDF with all responses, the submission timestamp, and contact details, filed under the contact's Documents section and usable in workflows. Separately, a Save Progress option lets respondents leave a multi-step form and resume later through a branded resume modal instead of starting over.

Intake-heavy businesses such as law firms and clinics get instant printable records for compliance, and longer applications should see higher completion rates because abandonment no longer means starting from zero.

Client Portal Becomes a True All-in-One Hub

The Client Portal now runs on a unified foundation that brings courses, communities, dashboards, billing, shared files, and affiliate views under a single login. Members with duplicate contact records no longer juggle multiple profiles, and a dedicated portal email field means changing a contact's CRM email no longer breaks portal access. The rebuilt stack loads noticeably faster, and public course and community pages now score 92 to 100 on Lighthouse SEO. More than 102,000 locations are already live on the unified experience.

Admins and staff also now receive in-app notifications when a client uploads files through the portal, configurable per staff member. Fewer login tickets and faster document turnaround translate directly into better client retention for agencies running memberships.

Workflow and Snapshot Power for Agencies

A new Associate Records workflow action, available through Labs, automatically links contacts, companies, opportunities, and custom objects using field filters, merge fields, a match strategy of earliest, latest, or all matching records, and association labels. A real estate agency, for example, can auto-link a buyer to every property record matching their preferred city. This replaces custom API code and middleware for relationship automation.

Snapshots also improved. Imported snapshots can now be loaded into existing sub-accounts directly from the Imported Snapshots tab, and a View History tab shows every past load, the sub-accounts it reached, and the assets delivered. For agencies deploying snapshots across dozens of clients, that is a real audit trail at last.

Reputation: Control the Sender and the Target Window

Review requests can now go out from a chosen phone number and email address set at the location level, applied across manual sends, campaigns, and workflows. Drip campaigns that auto-respond to reviews can target an explicit review date range, with a preview of how many reviews qualify before creation. Two fixes shipped as well: reminders stop once a customer opens their review link, and re-synced old reviews no longer flood the Conversations inbox. On-brand sender identity typically lifts response rates, which makes reputation management services an easier upsell for agencies.

Smaller Improvements Worth Noting

• Certificate builder layers: a new Layers panel adds stacking order, drag-to-reorder, locking, and error flags for broken placeholders.
• Credential expiration: certificates can expire never, on a fixed date, or after 3 to 36 months, with timezone-aware reminder emails.
• Badge emails: welcome badge emails can be customized separately from standard badge-issued emails.
• Course Progress Analytics (Labs): a dashboard tracking completion rates, learner funnels, and member-level progress, with CSV export.
• Events checkout refresh (private beta): a full-page checkout replaces the old modal, with a step-by-step flow and persistent order summary.
• Unified reselling (Labs): subscription and usage-based reselling share one page, with a global markup applied automatically to SaaS locations.
• Affiliate webhooks (Labs): real-time alerts for payment failures, incomplete cancellations, and stalled onboarding, currently in internal testing.
• Separate AI billing: Conversation AI and Voice AI are now billed as independent products, each with its own rebilling markup.
• Store Builder placeholders (Labs): refreshed illustration-based placeholder images across ecommerce pages and elements.

For deeper context on the features covered this week, see our July 2026 HighLevel updates roundup, the WhatsApp integration guide, our reputation management guide, and the HighLevel CRM overview.

Frequently Asked Questions

How do I turn on Global Search V2?

It is a Labs feature. Enable it under Labs, Subaccounts, Global Search V2, then open search with Cmd/Ctrl + K at the sub-account level.

Will the new auto-generated schema overwrite markup I already wrote?

No. Existing schema is strictly preserved. The setting defaults to off for existing assets and on for new websites, funnels, and webinars, and can be toggled per asset at any time.

Does enabling the new Client Portal require reconfiguring anything?

No. Opening the Client Portal dashboard queues the upgrade in the background with no forced logouts. Duplicate CRM contacts are still merged manually by admins.

Try These Features Yourself

From platform-wide search to AI that operates a real browser, this week's releases keep compounding value for agencies and small businesses. The fastest way to judge the fit is to run these tools on a real campaign. Start a free 30-day GoHighLevel trial and test them on your own clients.