HighLevel's Supercharged Summer Updates: Bulk Actions, AI Insights & Tastier Listings 🍔🤖

Hey HighLevelers! Summer is kicking in, and so are the HOTTEST updates to your favorite platform. This week’s changes are all about making your life easier—like, “sipping-lemonade-on-a-beach” easy! We’re talking major time savers, smarter AI, and even some tasty add-ons for our food and healthcare heroes. Grab your shades—let’s dive into the details!

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1. Bulk Actions in Opportunities – Kanban Style! 🗂️➡️➡️⚡

Tired of switcheroo-ing from the Kanban/Card view to list view just to make changes to multiple opportunities? It’s 2025, folks! Now you can bulk select and edit right in your favorite drag-and-drop view!

How it works:

• Turn on the feature (Settings > Labs > Bulk Actions in Cards View)
• Click checkboxes on your Kanban cards to pick a few (or use “Select All on Page” for speedy action)
• In selection mode, you won't accidentally drag your cards all over the place. No more flying deals!
• Click edit and—bam!—make your changes.

Impact: You’ll save bundles of time and your accidental card-flinging days are behind you. Party on, pipeline pros!

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2. WhatsApp Pricing: Now PAY-AS-YOU-GO! 💬💸

WhatsApp’s got a new game starting July 1 – message-based pricing. (No, this doesn’t mean you’re getting charged every time your thumbs get twitchy.)

What changed?

• You pay per message delivered—not per 24-hour conversation block.
• Utility messages (like receipts or updates) sent within a 24-hour customer service window = FREE!
• Handy for agencies: you can now pass on these precise costs to clients with detailed reporting.

Impact: No more “Wait, how many conversations did we REALLY have!?” headaches. Transparent, flexible, and a treat for your wallet.

Want more techie details? Check out the full support article & guide

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3. Contact Summary Agent – Ask AI Gets Brainy! 🤓✨

Ever wish you had a magical assistant who could summarize everything about a contact just by… asking? Well, our new Contact Summary Agent in Ask AI does just that (and won’t raid your snack drawer).

Prompt Ask AI with stuff like:

• “Summarize a contact.”
• “What’s their payment history?”
• “Got any upcoming appointments?”

Ask AI will:

• Roll up recent activity, payments, tasks, appointments, deals, and more
• Give you quick, clear answers—so you can stop digging around

Impact: One quick question, all the answers you need. Less clicking around—more peopling!

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4. UI Facelift: Embed & Share Just Got Easier (AND Prettier) 📋✨

Your Forms, Surveys, and Quizzes got a UI spa day:

• Brand new layout previews (Sticky Sidebar, Slide-In, Popup, and Inline)
• Trigger controls and logic switches are now clearer than ever
• Easy toggling between forms, surveys, and quizzes
• Email embedding is a snap—Just pick a template, choose your form, and you’re done

Impact: Setting up embeddable forms is now “I could do this while juggling” simple. And—no features removed. It’s just 1000x easier now!

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5. Switch Form Types With No Work Lost! 🔁

Ever switch a form type and feel like you hit a dead end, losing all your beautiful settings? (The “NOOOO” heard around the office.)

Now, you can:

• Change your form type on the fly in the Email Builder—no lost settings if you switch back (in the same editing session).
• Compare and try different types without fear!

Impact: Less rage. More form flexibility. Happy clicks all around!

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6. Automate Recurring Invoices in Workflows – Bye-Bye, Manual Chores! 🧾🔄

If you dread sending out the same invoices every month (yawn), now you can:

• Add a “Send Recurring Invoice” action right in your Workflow
• Choose start dates, stop rules (forever or a set number), frequency (daily, weekly, monthly, yearly!), and even have it auto-charge your clients (if they like that sort of thing)

Impact: Set, forget, and get paid—like a boss. No more calendar reminders needed. (Your calendar just breathed a sigh of relief.)

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7. Specialized Listings for Food & Healthcare: Now Open for Business! 🍜🏥

Restaurants and healthcare professionals—this one’s for you! You get more tools to strut your stuff online:

For Foodies:

• Organize multiple menus, showcase photos, flag allergens/calories (because, you know, #transparency)
• New fields: attire, reservation options, meals served, etc.
• Distribute listings to places like MenuPix and OpenTable

For Healthcare:

• Add provider info, treatments, insurance accepted, education, new patient status, and more
• Automatic distribution to WebMD, Vitals, and friends

Impact: Get found, get booked, and look bonafide pro in your field—without a headache. Your clients will love you for this!

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TL;DR (Too Long; Didn’t Read)

• Bulk-edit in Kanban—NO more endless clicking
• WhatsApp now charges by message, not convo
• AI-powered contact summaries on command
• Sharper, easier embed and sharing
• Effortless invoice automation
• Next-level food & health listings
• Switch form types and keep your work! (Finally.)

Try these out and impress your colleagues by just…not looking frustrated. Stay cool, HighLevelers! 😎