LevelUp 2026 Playbook

You can now describe the agent you want, or start from one of 9 templates, and Build with AI sets it up. It configures outbound triggers, inbound channels, working hours, booking actions, hand-off rules and the knowledge base. Then you tweak it by chat.

You can launch bulk AI Campaigns to wake up old leads, past customers or stalled deals with a Conversation AI agent. Pick a segment or Smart List, choose immediate, scheduled or drip sending, and the agent handles first outreach and follow-ups. When someone replies, it carries on the conversation, handles objections and books appointments.

Conversation AI agents can now start the conversation. They fire off CRM triggers like form submissions, missed calls or deal stage changes, write a personalized first message and follow up on a schedule. Smart scenarios pause or pivot based on the reply. Turn it on in Labs.

Ask AI now has a private cloud machine per user, with a Chrome browser, a terminal and a Files app. It can work on sites that have no API, run scripts and handle files while you watch a live preview. You can take over at any time and store logins in an encrypted vault.

A Managed Agent can now start from any outside system through an Inbound Webhook. The agent gets a unique URL that accepts JSON, form data, XML, plain text or file uploads, and the payload becomes the agent's first message. That works with Make, Zapier, Shopify or your own code, no middleware or field mapping.

Each Managed Agent now gets its own isolated machine. One agent can run 8 to 10 browser tabs in parallel. It also adds Springboard Keychain for credentials and a smoother Take Control experience.

Managed Agents now remember user preferences and save completed task steps as reusable procedures. On repeat requests they skip redundant searches and answer faster, with fixed memory limits to keep token costs down. A new Memory tab lets you view, edit or delete what each user has saved.

Managed Agents can now pause for minutes, hours or days and pick back up with full conversation context. You can set follow-ups around appointments and stop rules. The system adjusts the schedule if an appointment moves, cancels it if the appointment is deleted, and does not bill extra during the wait.

Conversation AI now has a visual canvas for building multi-purpose chatbots. Instead of one big prompt, you route conversations to specialized agents, each with its own instructions and tools like web search, appointment booking or custom messaging. It supports branching, waits and bot transfers, and AI can draft or edit the flow from a text description.

Managed Agents can now spawn specialized subagents for complex, multi-step jobs and run them in parallel. The main agent reads your plain-language prompt and hands focused tasks like data lookups or record updates to subagents with minimal context. The text says that lowers cost and improves accuracy on long jobs across apps.

You can insert a sub-account's custom values and business profile details into Managed Agent instructions. The agent reads the current value on every run, so one template works across many sub-accounts with local links and inboxes. Missing values are flagged before you publish.

Agencies can clone a Voice AI agent to multiple sub-accounts in one go, with no rebuilding and no snapshot needed. The clone finds linked CRM assets like calendars, workflows and custom fields and lets you copy them too. A History tab shows the status of every clone run.

Ask AI now builds, edits and analyzes real files: PDFs, Word docs, Excel sheets and presentations, using your brand guidelines. An internal reviewer checks content and formatting before it hands the file over. You can keep refining it in chat or schedule recurring reports.

A new Agent Health dashboard checks your Voice AI and Conversation AI agents against recent real calls and chats. You can schedule monitoring to log health verdicts and accuracy trends. When an agent needs attention, Self Healing uses the Prompt Optimizer to build and test a better prompt, then shows you the test results and a prompt diff to approve.

Managed Agents can now use a dedicated computer environment to browse websites, manage files and run terminal scripts inside conversations. Approval controls require explicit permission before the agent submits forms, makes payments, publishes content or exports workspace data.

Conversation AI bots can now call MCP servers mid-conversation to run outside tools, alongside the Knowledge Base and Workflows. Connect from over 40 ready-made catalog apps or your own MCP URL, pick the tools, and write when the bot should use them.

You can now talk to Ask AI by phone call or text, and it keeps one conversation thread across both. Look up contacts, check your calendar, trigger workflows or pull details while you are away from the computer. Everything logs in a Dispatch tab.

Speech-to-speech Voice AI agents can now use tools from connected apps like Google Calendar, Stripe or custom MCP servers during a live call. You add catalog apps or custom MCP servers in the agent builder, write when each tool should be used, and see tool call statuses in test transcripts.

Ask AI now has Projects. Each one groups chats, files and instructions so the context stays put. You set rules and brand voice per project and keep its memory separate from everything else.

Ask AI now splits a big request into smaller tasks and runs specialized subagents on them at the same time. They work in a sandbox to query data and browse pages, then bring back one validated plan. You approve before anything runs.

You can import an n8n workflow export into Agent Studio and get a Managed Agent that follows the same logic. Triggers map to inbound webhooks, logic nodes become decision rules, and app nodes turn into CRM actions or API calls. You review and adjust before creating it.

Agencies now get a permission matrix for Ask AI across every sub-account. You pick which skills each user can run and lock down things like payments or CRM edits. Apply it one by one or in bulk.

Conversation AI bots now understand words like today and tomorrow relative to when the message was sent. They handle daylight saving and month rollovers, avoid booking past slots or double-booking, and calculate business hours in the business's local timezone.

The Test your agent feature now previews rich elements like buttons, lists and images per channel. You can also test the first outbound message from a CRM trigger without messaging a real lead.

Voice AI agents now have version control. You edit and test in a draft while live callers stay unaffected. There is a full version history, prompt and config comparison, and one-click publish or rollback to a supported version.

Managed Agents in Agent Studio now use one three-panel workspace. The agent list is on the left, chat and execution logs in the center, and config, publishing and agent health in a collapsible right panel. Creating an agent from a natural language prompt is simpler, and avatars are generated for you.

Conversation AI agents in Auto-Pilot mode now ask where the contact is before showing slots. They book in that time zone and save it on the contact record. If the contact won't share, the agent falls back to the business time zone.

Voice AI agents can now answer incoming WhatsApp calls, either first or as a fallback when your team is unavailable. For each WhatsApp number you choose: ring the team only, send straight to Voice AI, or ring the team first and hand to Voice AI after a set wait.

Ask AI on WhatsApp now takes voice messages, images and documents and can analyze them. It replies with formatted artifacts instead of plain text, and can send back audio or video too.

Conversation AI agents can reply with quick replies, lists, link buttons, images and supported files on channels like WhatsApp, Messenger, Instagram and Live Chat. You turn on specific elements in Response Behavior and set rules for when the agent uses them.

Agent Logs has a new Monitor tab that tracks whether your AI agents are on pace to hit a target count or rate in a time window. Set custom windows, scope to specific AI products, and get email or webhook alerts when a goal is met or at risk.

The Contact Info action in Conversation AI now handles radio, checkbox and dropdown custom fields. The agent checks the customer's reply against the field's options and writes it to the contact record, including multi-select.

The metrics page in Agent Logs now has customizable layouts from templates or a blank canvas. Add, move or remove widgets for activity, business outcomes and performance, and build custom metrics across agents, channels and AI products.

The agent log detail page has a clearer layout for moving between conversations, timelines and inspection details. The header now shows the AI product and key business actions. Click an action to jump to its step in the execution timeline.

The Live Chat and All-in-One widget builders now have an Agent tab. You can connect a Conversation AI agent, see its tag conditions, swap it or remove it without leaving the builder.

You can now search the whole Conversations inbox or a single thread for words, phrases, names, emails or phone numbers. Matches get highlighted with a preview count, and you can filter by date, channel, direction or owner.

Live Chat workflows and Conversation AI agents can send button cards to visitors. A card can include an optional image and up to five buttons that open links or send the chat down specific workflow branches. If the visitor does not respond in time, a timeout branch can run.

The Chat Widget has a new Insights tab. It shows a funnel from widget loads to leads created, plus KPIs like open rate and satisfaction, and engagement and sentiment trends. Filter by widget and date range, and click any number to see the records behind it.

You can now send a form as a native WhatsApp Flow. The lead fills it out inside the chat, no browser redirect. Submissions land on the right contact under Forms > Submissions.

You can swap the static chat prompt for a short, muted, looping video next to the sticky chat launcher. Visitors can unmute, pause or shrink it to a thumbnail. You control dismiss behavior and how long before it shows again.

WhatsApp marketing templates can now be swipeable carousels with up to 10 cards. Each card gets its own image or video, text and up to two buttons. The whole carousel counts as one marketing message for Meta billing and frequency limits.

The WhatsApp template builder now has 52 prebuilt marketing and utility templates. They cover things like appointment reminders and promotions, in six languages. Edit them with a live preview before you submit to Meta.

WhatsApp calls can now be recorded and transcribed into the Conversations inbox. You get the audio and a searchable transcript that detects the spoken language. Callers hear a consent announcement in your chosen language first.

You can now design your client portal and branded mobile app by chatting with an AI builder. Describe the look and structure, and it updates colors, typography, logos and navigation across web and mobile. You preview live and publish both from one place.

The AI App Builder can now build full Client Portal pages from a conversation. Describe your business and the member experience, and it generates working pages for courses, communities and shared files in your chosen design system. You refine by chat or visual edits and can publish across up to ten custom domains.

Portals built with Client Portal AI can store member submissions, like bookings or applications, as custom objects in your CRM. The AI drafts the fields and dropdowns and you approve the plan before anything is created. Each object gets its own portal page, and you can attach payments through invoices.

Course AI is a studio that builds a structured course from a prompt or your reference files. It generates modules, lesson copy, quizzes and thumbnails in a live outline you can edit by chat. Uploaded videos get their transcript read to fill the lesson description, draft quiz questions and make a PDF recap. You need to join the Course AI Beta first.

AI App Studio builds an AI Branded Mobile App from your existing Client Portal structure. You describe your business and design system in conversation, and it designs and codes the Android screens to match. There is a live phone preview, and it handles custom objects and portal items like courses and communities.

Ask AI on mobile can now talk back. Tap the mic, speak, and the assistant answers out loud with text highlighting as it goes. You can interrupt it mid-sentence, like a normal conversation.

The new Discover feature turns your client portal into a storefront. Learners browse and filter your courses, offers and communities by price, language, difficulty or topic tags, and clicking a card goes straight to checkout. You choose which items appear.

One community can now have several membership tiers instead of a single free or paid price. Each tier can bundle Private Channels, Paid Events and Courses, with its own billing frequency and currency. Members can subscribe, upgrade or downgrade and get access automatically.

Submitting an AI Branded Mobile App now gets a real-time automated review, down from days to seconds. A pre-submission checklist checks privacy policies, app descriptions and carousel images and flags failures right away. Once it passes, the app goes straight to store setup.

The mobile calling screens are redesigned end to end. Recents expand in place so you can play recordings, check dispositions and jump to notes or messages. There are Missed filters, in-call actions like Notes and Tasks, one transfer sheet for warm or blind transfers, and a new dialpad.

Ask AI on mobile now has a microphone button. Tap it, speak your request, and the text appears in the composer so you can edit it before sending.

Clients can book, reschedule and cancel service appointments from the Appointments section of the Client Portal. No separate booking links. Their info is auto-filled, and changes follow your calendar settings.

Community admins can set an automatic welcome DM with media and dynamic tokens. You can also add up to five required onboarding steps, like a profile update or a video intro. New members see them as a Get Started checklist in the feed.

Private community channels can now be Visible (description shows, content locked), Hidden, Free (members request access) or Paid (members join through a payment flow). Admins set this per channel.

Courses now track views, watch time, retention heatmaps and finish rates for videos you upload natively. A completion funnel shows where people drop off, and AI writes plain-language tips to fix it. You also get a mini-stats view right in the lesson editor.

Communities can now hand out badges automatically. Trigger them on one-time actions like joining, or quarterly engagement like consecutive posts or likes received. Members get notified as they near a milestone and choose which earned badge shows by their name.

Calculated fields now show in the mobile app on contact and opportunity records. They are read-only, such as lead scores or days since a milestone. You can tap refresh to pull the latest value. It is in private beta.

A dismissable banner now sits at the bottom of every Springboard community app mobile web page, nudging people to the app. It deep links to the same content, or sends them to the app store if they do not have it.

Workflows can now fire on products viewed and items added to cart, for Shopify and Springboard stores. Browsing is tracked anonymously, then backfilled to the contact once the shopper logs in or checks out. You can filter by product, cart value or duration.

The Order Form is now one element. Toggle between One-step, Two-step and a new Split layout any time without losing settings. It adds over 80 styling controls, customizable order bumps, and CRM custom fields like file uploads and signatures at checkout. You switch it on through a Labs toggle in Agency Settings.

Springboard now writes purchase history onto synced Shopify contacts: LTV, total order count, last order date and tax-exempt status. You can use those fields in Smart Lists and Workflows without mapping anything by hand.

Contacts synced from a WooCommerce store now get seven purchase fields, including lifetime value and total orders, updated after every qualifying purchase. Use them as Smart List filters or Workflow conditions.

The Google Merchant Center integration syncs faster and handles errors better. You see eligible product and price counts during setup, non-critical warnings no longer block you, and large catalogs hit fewer rate limits. Funnel stores are now supported alongside website stores.

Each Shopify shipment now fires its own Order Fulfilled notification listing only the items in that shipment, so partial fulfillments work natively. New custom values cover fulfilled quantity, product names, tracking URLs, Order ID and billing address. Trigger filters now include product collections, order tags and shipment details.

Loyalty and Referral lets you build customer reward programs inside Springboard. There is a dashboard for enrollment, rewards earned and redemption rates, a built-in QR scanner for recording visits and redeeming rewards, and access controls per sub-account and per user. It is a private beta.

Customers on Springboard stores can save up to 10 shipping addresses. Returning logged-in buyers see their default address pre-filled and can switch or add one at checkout. There is also a new Profile tab in the Customer Access Center.

For products with several variants, you can now show the minimum price, a price range like $39 to $79, or a Starting At label with your own prefix such as From $39. It works on the Product List Page and Featured Products elements.

The Product Details element is now 11 separate pieces: images, title, price, variants, quantity, add to cart, buy now, description, related products and reviews. Drag each one anywhere, style it on its own, or hide it per device. Existing pages stay on the classic layout until you upgrade them.

The Product List Page now lets you pick a horizontal or vertical layout for sorting and filtering on desktop. There is a live builder preview, finer styling controls, and a price filter that adjusts to your catalog's lowest and highest prices. Price, discount and compare-at rates also wrap cleanly now.

A single Product Card Customization section now covers Product List, Featured Products and Collection components. You get image borders, layered shadows, image ratios, hover effects like image swap and zoom, plus spacing and alignment per device. No custom code needed.

Affiliates can now recruit sub-affiliates beyond the commission tiers set on a campaign. Commission eligibility counts backward from the affiliate who made the sale, so payouts stay inside your limits. It applies automatically and you do not need to touch existing commission settings.

A Live Preview toggle in the Store Builder switches between dummy content and your real inventory. You can pick variants, add to cart and click through pages inside the builder, the way a customer would.

Affiliate Manager now flags failed or denied PayPal payouts in a dedicated Failed tab. You can read the failure reason and hit Retry Payment, which moves the payout back to Approved for Payout.

There is now a v3 public REST API for Affiliate Manager with 32 endpoints in seven groups. It covers affiliates, payout methods, commissions, customers, media, campaigns and payouts, using OAuth 2.0 with Location-Access.

Campaign, affiliate and customer changes now show up in the existing Audit Logs. You can see who created, updated or deleted what and when, with readable entries and filters.

Rentals can now take a percentage deposit at booking and charge the balance automatically before the rental starts. You set the deposit percentage and the balance timing in Global Settings. Security deposits can be collected upfront or held as a card on file.

Rentals now support mandatory fees like cleaning or service charges. They apply automatically to bookings and show upfront in the booking widget. Build reusable fee templates as flat amounts or percentages, set separate taxes, and override the amount on a single listing.

Rentals can now offer optional add-ons like equipment rentals or pet fees during booking. Create reusable add-ons in the global catalog with pricing, descriptions, max quantity and tax settings. Customers pick extras right in the booking widget.

From the Agency AI Suite you can set Reviews AI to Off, Suggestive or Auto for one or many sub-accounts at once. Changes made inside a sub-account sync back to the agency view.

Marketing Audit Reports now score how well assistants like ChatGPT and Claude can find, read and act on a prospect's business. You get a score out of 100 covering local presence consistency, crawler access, schema markup and agent readiness, plus a prioritized fix list. Switch it on in Labs.

Reviews AI agents now have brand voice settings, quality guardrails to avoid risky language, and a hold-for-approval option for sensitive reviews. A live preview lets you test the tone on positive, neutral and negative reviews before you turn it on.

Email Marketing gets three AI tools. The AI Editor drafts and refines copy from your Brand Board through chat. Email Sequences builds a multi-step journey from one goal. AI A/B Testing creates content variations and tests them on open or click rates.

Ad Manager can now build, publish and manage TikTok Lead Generation campaigns next to Meta, Google and LinkedIn. Leads can route through Instant Forms or TikTok Direct Messages. You get ad group controls for budget, schedule and interest targeting, carousel or video creatives, and TikTok stats beside your other channels.

Ad Manager now syncs both ways with Meta Ads Manager. Existing Meta campaigns come into Springboard, and field updates sync in both directions. Campaigns are labeled by origin, and Meta-specific settings stay read-only.

Agencies can send clients a password-protected invite link to connect their social accounts. The accounts land in your sub-account automatically, and the client never needs workspace access. You can manage, extend or revoke invites from settings.

Email Marketing Campaigns can now check an email for spam risk before you send it. It looks at your sender setup and the email content, gives an overall severity rating and lists what to fix.

Inbox Preview shows how your email renders in real clients like Gmail, Outlook and Apple Mail, not generic device mockups. Generate several previews and compare them side by side to catch layout bugs and dark mode problems before you send.

Shared Prospecting Marketing Audit Reports can open on your own custom API domain, not the default prod.analyzemy.business link. The report looks like your agency's own work from the first click.

Comments on posts published through Social Planner now land in the Conversations Team Inbox next to SMS, email and DMs. Each comment becomes a thread with the original post for context, and new commenters are created as contacts. Your team can reply publicly or move it to a direct message.

The LC Email System now has a built-in warm-up for dedicated sending domains, so you can drop third-party tools. It creates synthetic mailboxes, ramps daily volume with threaded conversations, marks emails important and rescues them from spam. You can watch your domain health score in settings.

External Tracking now gives per-domain switches for page views, form analytics and form submissions. You choose which forms create contacts, remap form fields and mark sensitive fields Do not track. Iframe forms, like booking engines, can be tracked with a two-snippet setup.

Facebook Pages and linked Instagram professional accounts you already connected in system integrations now show up in Social Planner automatically. You do not authenticate the same accounts twice. The planner shows permission status and prompts a refresh or reconnect if more permissions are needed.

Workflows can now trigger on Social Planner post events: approved, rejected, scheduled, published or failed to publish. You can filter by platform, status, post type, social account or tags, then send an internal notification or run other actions.

Email Builder now has a Mobile tab. You can change padding, alignment, typography and spacing for phones only, without touching the desktop design. It also covers full-width buttons and responsive images and social icons.

Review request emails from sub-accounts on custom email domains now show your configured sender name next to the address, matching your Reputation settings.

The Location Dashboard library now has 16 reputation widgets. Track review requests, customer sentiment and response rates, with date ranges and filters you can set.

Social Intelligence lets you search keywords and hashtags to see volume, platform trends and sentiment. Save a search as a topic for more detail, and set Smart Alerts that email you when a topic shifts in volume, sentiment or engagement.

You can now create a Brand Board without leaving the Email Builder. Click Create Brand Board in any color picker, then import from a URL, use a preset or start blank. The colors show up in your current email right away.

Profile and Business Card QR codes got a redesign with more control over colors, cover images, links and icons. Visitors get a Save Contact button and an Exchange Contact form that creates a CRM record when they share their details.

When you preview an email template, you can now pick any brand kit saved in the sub-account. The buttons, headings and labels update to your brand colors before you create the email.

Email Marketing and Email Builder now run on the HighRise UI instead of legacy iframes. Springboard says initial download size drops by up to 86%. Expect faster loads and a steadier drag-and-drop editor.

Dynamic QR codes can now have usage limits and expiry rules. Make a one-time-use code or restrict it to certain dates and times without reprinting. The builder has a new side rail and the list shows status badges for active limits or expired codes.

You can switch templates from inside the Email Builder. A new option opens the Template Library so you can browse, search and apply another template without leaving. If the email already has content, you get a confirmation first.

QR Code analytics now break scans down by device, browser and location down to city level. The data also covers scans back to August 28, 2024.

The QR Code builder now pulls from your Brand Board and global custom colors. You pick saved colors for the background, dots, marker borders and rim instead of typing color codes.

Calendars, Services and Rentals now each have a built-in QR code that links straight to the booking page. You see total scans and last scanned date, and you can restyle and download it from the same screen.

The Funnel builder has a new AI And Chat Widget element. Drop it on a page and it scans your funnel to build a knowledge base and starts with auto-written instructions. No custom code needed.

There is now a Quiz Element in the Funnel and Website builders. Drop it on a page, pick an existing quiz or build a new one in a popup. No more copying embed codes.

The Funnel, Website, Store and Webinar Builders now have a native Graphic Library. It holds over 11,000 searchable icons and emojis with adjustable colors. You can also upload your own assets or generate illustrations with AI on the canvas.

When you save a form, survey or quiz, the builder now flags configuration errors in a modal. It also warns about common slip-ups like placeholder URLs or payment elements left in test mode. A new Insights tab summarizes your logic rules, custom fields and notifications.

Forms and Surveys can now branch on the exact product someone picks. You can redirect, show a message, disqualify the lead or hide fields and variants inside the Sell Products element. One form can now act like a small order flow.

The form, survey and quiz builder has one Integrate tab for embedding, sharing, email and workflow connections. You get live embed previews, prebuilt QR codes, forms inside email templates, and connected workflows you can view or create without leaving the builder.

Forms and Surveys can now calculate tax from the address in the native Address element. You can also add a Billing Address section that mirrors the main address, with a Same as Shipping Address checkbox.

You can paste a regular webpage URL, like a blog post or landing page, and Media Storage scans it. You get a grid of the images, videos, audio and PDFs on that page to preview and bulk import in one step.

Every file in Media Storage now has a details view with type, size, dimensions and a copyable File ID. You can add descriptions, alt-text and up to 15 tags per file. The search bar now finds files by tag.

The Brand Board Design Kit now has a full text hierarchy: titles, subtitles, headings, section headers, quotes, body and captions. You set font, weight, size and line height once per style. The text says builders will pick it up in later phases.

Importing media from Google Drive and Canva now loads and sorts better. An endless API loop at the end of file lists is fixed, pagination is smoother, and assets show up in the right chronological order.

Forms can now create Opportunities, Companies or Custom Objects without name or email. You can create one record, or two linked records with an association label applied on submit. It is in private beta.

You can now verify email addresses while importing contacts. It is a checkbox on the last step of the import. It catches invalid addresses before you send, so you do not need a separate verification tool.

Dashboard Summary AI now reviews every widget and writes an insight report, module by module. You can pin it as a widget. It refreshes daily or when the date range changes and flags key metrics and missing data.

The contact activity panel is redesigned and moved to the center view. It adds cards for Opportunities, Appointments, Notes and Tags, plus filters for Duration, Users and Module type. Each card has a collapsed and an expanded view. This is a private beta.

You can now filter contacts by the records linked to them, like Companies, Pets or Policies, and save the result as a dynamic Smart List. Associated records can also show as columns by relationship label.

You can create custom labels like Employee, Decision maker or Billing contact for a contact's role in a company. The same person can hold several roles at one company. From the Companies list you can email by role with deduplicated audiences.

You can create custom appointment statuses and group them under the main states: Pending, Active, Completed or Cancelled. They track workflow stages without changing calendar blocking rules or notifications tied to the core states.

Click a deal and you get a full sidebar instead of a basic modal. It has a summary header for stage and status, a fields panel, and tabs for appointments, tasks, notes, payments, associations and conversations. Arrows let you step through deals in the same stage. Private beta with a sign-up form.

You can add retail products to a service appointment in the in-app appointment modal. Services, products and payments roll into one total. Inventory for tracked products updates automatically, and you can override a unit price for one appointment without touching the catalog.

Opportunities can link to multiple contacts and to other opportunities using custom labels such as Decision Maker or Renewal. You can show the labels in list columns, on board cards and in advanced filters. Private beta with a sign-up form.

Custom Object and Company workflows get a Send SMS action. It texts the contacts tied to the enrolled record, picked by association label like Customer or Owner. Custom values let you mix record data with contact fields.

A contact can now link to several Companies without losing the required Primary Company. Make a custom label set to allow Many Companies. System links and merge fields stay tied to the primary company.

Calculated fields are a new custom field type that computes its value from existing CRM data. Use math, text, date and logic functions, or time between dates. They are read-only, update when the source data changes, and work as columns or filters in Smart Lists across Contacts, Opportunities and Custom objects.

Messages can now be tied to a specific opportunity, giving each deal its own conversation feed in the sidebar. You can start a thread from the deal or link existing messages. Everything still shows on the contact's thread too. Private beta.

Adding a dashboard widget now starts from a gallery with live previews and plain descriptions. You can search, filter by module and see recommendations based on your account activity. Click a card and it lands on the canvas.

You can import opportunities from CSV with no contact attached. Map the Opportunity name and Pipeline fields and rows without a contact become contactless deals in your pipeline and stage. Handy for migrating deals from another CRM.

Add Company now checks company names and domains while you type. It catches near matches and typos, like Tesla Inc versus Tesla, Inc. You can open the existing company instead of creating a duplicate.

Add Opportunity becomes a side panel built around the deal, not the contact. Admins can reorder fields, mark fields required and allow inline contact creation and associations. This one is in private beta.

Appointments can now attach to an opportunity, not just the contact. The deal sidebar gets an Appointments tab split into Upcoming and Past, and the card date chip shows the deal's next appointment. Private beta with a sign-up form.

When you delete a contact, you can now keep its opportunities in the pipeline. The delete window has a new option that detaches the contact but preserves stage, status and value. Private beta.

Opportunity workflows can now run for deals with no primary contact. Contact-specific actions get skipped with a logged reason while the rest runs. There are also execution logs and testing views focused on the opportunity. Private beta.

The Send email action can now email every contact linked to an opportunity, filtered by association label. Merge fields resolve per recipient and the email logs to the opportunity's conversation feed. It works even if the deal has no primary contact. Private beta.

Opportunity records now show only the notes, tasks and appointments linked to that deal, not the contact's whole history. A Bring in past activity option lets you link older contact activity by timeframe, per deal or across the location. Private beta.

You can now organize a contact's documents in custom multi-level folders and move files without re-uploading. System folders are protected. Deleted custom items sit in the trash for 60 days.

Admins can choose whether Notes, Tasks and Next confirmed appointment on opportunity cards read from the opportunity itself or the primary contact. That keeps the card counts matching how your team actually works. Private beta.

On pipeline cards, clicking the deal name opens the new deal sidebar and clicking the contact name opens the contact overlay. Cards now show the contact name by default and support up to 9 custom fields. Private beta.

Opportunity actions in workflows now work for deals without a primary contact and support multiple contact roles. You can find or create opportunities by association label, assign owners on contactless deals and use merge fields in opportunity names. Private beta.

Five new workflow actions manage the records tied to an opportunity, with or without a primary contact. Associate existing records, create new ones by label, update fields on linked records, and enroll or remove them from other workflows. Private beta.

New emails, calls, SMS and appointments can now be linked automatically to related records like Companies or Opportunities. Admins set default rules per activity type and origin object. It is in private beta.

The side panel for Custom Objects and Companies now has tabs for Details, Appointments, Associations, Tasks, Notes and Conversations. You can book, message and link records without leaving the list. It is in private beta.

Each Custom Object and Company record now has its own conversation feed. You can start a conversation from the record with the link already set, or attach existing messages from a contact thread, singly or in bulk. It is in private beta.

Custom Object and Company records now track their own appointments. You can see past and upcoming meetings, book a new one with the record preselected, or link an existing appointment. It is in private beta.

Field services for Calendars is listed as a private beta sign-up only. The release note gives no details on features.

Dashboard widgets now follow one type scale with fixed minimum and maximum sizes. Number cards keep the same font no matter how you resize them. Borders are lighter and corners are rounded.

Workflow Maps now has an AI assistant. Ask it in plain language to explain a workflow, filter the map or reorganize folders. It can also propose new workflow builds and edits, and you approve them before it runs anything.

Springboard now has its own video conferencing. Host instant meetings, keep a permanent personal room, or auto-generate links for calendar appointments. It saves recordings, speaker-labeled transcripts, and summaries with key takeaways and action items.

Workflows now have an A/B Test action. Split contacts across up to 10 paths and judge the winner by email activity, appointments, tags or payments. When the test ends, new contacts go to the winning path automatically.

Project Management now works over MCP, so AI clients like Claude or Cursor can connect to your projects. After adding the hosted endpoint and signing in with OAuth, you can create tasks, manage Lists, post comments and update custom statuses with natural language prompts. No local VPN setup.

Workflow Maps draws all your workflows, folders and connected assets, like tags, forms and custom fields, in one visual map. You can see how a form triggers a workflow that tags a contact and starts another. No hand-drawn diagrams.

Ask AI now works inside Project Management. Describe a project in plain language and it builds Spaces, Folders, Lists, tasks and subtasks with due dates, assignees and statuses. You can also have it find and bulk-update tasks. Every change shows a before-and-after confirmation card first. This is a private beta.

Workflow Maps now pulls execution errors from the whole sub-account into one view. Workflows with recent errors get a badge. You can inspect the failed step and jump to the builder to fix it.

Search a contact in Workflow Maps and trace the automations they entered over the last 60 days. You see enrollment history and a timeline showing where they finished, where they are waiting and where they hit an error.

Project Management gets new workflow triggers for when a task is added, completed or hits a reminder date, with filters for assignee, priority, status and custom fields. A new Add task action creates tasks in a chosen list with dynamic statuses, priorities and relative dates. This is a private beta.

Workflow Canvas shows a selected workflow next to every workflow it links to, as one connected sequence. You can follow a journey like lead capture to qualification to booking and see the handoffs and shared assets.

A new trigger starts a workflow when two CRM records get linked, like a contact to a company or property. You can filter by the associated object and the relationship label.

Hosts can split Meeting Room participants into up to 100 breakout groups. Assign people manually or automatically, hop between rooms and broadcast a message to all groups. Recording and live transcription can be controlled per room.

Project Management is now reachable through the Springboard Public API for sub-accounts in the private beta. It has 45 endpoints in 8 groups covering Spaces, Folders, Lists, tasks, comments and recurring task schedules. You need to include Version: v3 in your request headers.

Task status groups are now Not started, Active, Done and a new Closed group. Closed is system-defined with a single default status that cannot be customized. This is a private beta.

App Studio is a new builder in the Developer Portal. You describe an app in chat and it generates the frontend, backend, managed database and CRM hookups, including OAuth and webhooks. You test it in a sub-account and publish an install link.

The Agency Trust Center is one dashboard for A2P 10DLC registrations across all your sub-accounts. Agency owners and admins can watch registration health, see common rejection reasons, and fix and resubmit rejected Brands and Campaigns without opening each sub-account. You can start new Brand registrations from there too.

Snapshots now pull in the assets a main asset depends on. Right now that covers Workflows and Email Templates. A workflow no longer arrives in a new sub-account missing the email it needs.

You can now filter a HubSpot import by Created Date or Last Modified Date for contacts, deals, companies and tasks. It handles exact dates, relative ranges and nested AND/OR logic. Pull only recent records instead of everything.

SaaS agencies using Multi-Brand Management can set a dedicated notification email domain per brand. System emails then come from that brand's domain, not a generic sender. You verify each domain in Email Services.

This one is only a private beta sign-up right now. The release note gives no details on what it does, so there is nothing more to say yet.

The HubSpot Importer now asks you to rate the import and report problems after you return to import history. You can also request other platform importers from the Select import data step.

Springboard is opening a private beta for Australian data residency. The release note is a sign-up link and nothing else, so there are no details on scope or dates.