How to set up a Manual SMS action
Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns? SMS marketing has become an essential tool for businesses to reach their customers. However, automated SMS campaigns can sometimes lack the personalization and human touch that customers crave. This is where manual SMS actions come in handy. Manual SMS actions are a great way to add the human element and incorporate personalized communication and into your SMS campaigns. In this article, we will explore the benefits of manual SMS actions and how they can
How To Add a Manual Call Action to a Workflow
This article will show you how to add a Manual Call action to a workflow in HighLevel. This action allows you to create call tasks automatically when a workflow trigger is met. This is perfect for sales or support follow-ups that require a personal touch. TABLE OF CONTENTS What is Manual Call Action? Key Benefits of Manual Call Action How To Add a Manual Call Action to a Workflow Viewing Assigned Manual Calls Frequently Asked Questions Related Articles What is Manual Call Action? Manual Call Action is a type of Manual Action used in HighLevel workflows. It allows you to
How to Track SLA Performance in Conversations
The SLA Performance Dashboard in HighLevel helps you measure how consistently your team is meeting Conversation SLA response-time goals. It gives Admins a clear view of SLA adherence, response speed, and performance across users and channels. This makes it easier to identify delays, improve accountability, and support faster, more consistent customer responses. IMPORTANT: This feature is currently available in Labs. If you don’t see it, ask an admin to enable it at Agency Settings > Labs. For more, refer to Labs Features - Complete Overview. TABLE OF CONTENTS What is the SLA Performance Dashboard? Key Benefits of the SLA Performance Dashboard
How to Access Form Submissions in Conversations
Access form submissions directly in Conversations to review responses and follow up faster without leaving the conversation thread. This article shows how to enable the feature, view individual or all submissions, and filter submission-based conversations in HighLevel. TABLE OF CONTENTS What is Form Submissions Access in Conversations? Key Benefits of Form Submissions Access in Conversations How To Access Form Submissions in Conversations Frequently Asked Questions Related Articles What is Form Submissions Access in Conversations? Viewing form submissions in Conversations lets you see a contact’s submitted form responses directly inside the conversation thread. This gives agents and team members immediate context before they reply, which
Web Chat inside Conversations
Web Chat inside Conversations allows businesses to communicate with website visitors in real time through a website chat widget. Messages sent from the widget appear directly in the Conversations inbox, where teams can manage them alongside SMS, email, and other communication channels. This article explains how Web Chat works, how to configure the chat widget, and how to manage Web Chat conversations inside Conversations. Important: Web Chat is distinct from Live Chat. Channel labels are now consistent across the platform to clearly differentiate the two experiences. TABLE OF CONTENTS How Web Chat Works
How to Create and Share Conversation Views
Conversation Views let you save frequently used conversation filters as reusable, one‑click views in HighLevel. This makes it easy to focus on unassigned, channel‑specific, or high‑priority chats without rebuilding filters. This article shows how to create and share Conversation Views in HighLevel. TABLE OF CONTENTS What is Conversation Views? Key Benefits of Conversation Views How To Create and Share Conversation Views Frequently Asked Questions Related Articles What is Conversation Views? Conversation Views are saved sets of conversation filters inside the Conversations Inbox. After you define filters (e.g., Assignee, Channel, Tags), you can save them as a named view and switch
Signed URL File Upload API
Signed URL File Upload lets you stream files directly from the client to Google Cloud Storage (GCS) using secure, time-limited URLs. This improves upload speed and reliability, eliminates server memory pressure, and enables support for larger media—up to 100MB on WhatsApp and 5MB on other channels. Learn how it works, key safeguards, and how to implement the three-step flow. TABLE OF CONTENTS What is Signed URL File Upload? Key Benefits of Signed URL File Upload Three-Step Upload Flow Channel-Based Size Limits Content-Type Validation Security Guards & Access Control Error Handling & Expiry Implementation Tips Frequently Asked Questions What is Signed URL File
Conversations – How to Setup & Track SLAs
Conversation SLAs (Service Level Agreements) help teams maintain consistent response times and ensure no customer message is missed. This article shows how to setup and track SLAs for Conversations in HighLevel. To access this feature, enable "CRM Redesign - Conversations + Contact Detail Page (Upgrade)" from Labs. SLA is supported only on the new Conversations page. TABLE OF CONTENTS What is a Conversation SLA? Key Benefits of Conversation SLAs How to Set Up Conversation SLAs Understanding SLA Timers in Conversations Filter and Sort by SLA Frequently Asked Questions Related Articles What is a Conversation SLA? A Conversation SLA (Service-Level Agreement) is a
Understanding Snippets in HiRise Design
Save time and collaborate faster in HighLevel with the new HiRise Snippets page. This upgraded design offers a cleaner interface, instant loading, and shareable URLs that remember your view—so your team always lands on the exact Snippet list you’re working with. TABLE OF CONTENTS What is the HiRise Snippets Page? Key Benefits of the HiRise Snippets Page HiRise Navigation & Layout How to Use the HiRise Snippets Page Frequently Asked Questions What is the HiRise Snippets Page? The HiRise Snippets page is the redesigned home for all your text and email Snippets inside the Conversations module. Built on HighLevel’s HiRise design system, it replaces the classic
Understanding Manual Actions in HiRise Design
The Manual Actions page in HighLevel has been refreshed with the modern HiRise interface, offering a faster, cleaner workspace for managing call and SMS tasks. With URL-based filters that automatically save your view, sharing task queues with teammates is quick and effortless. TABLE OF CONTENTS What is the Manual Actions Page (HiRise Design)? Key Benefits of the HiRise Manual Actions Page Where to Find Manual Actions Page Frequently Asked Questions What is the Manual Actions Page (HiRise Design)? The Manual Actions page is where users complete call or SMS tasks generated by workflows, campaigns, or power-dialer queues. The HiRise design refresh introduces an updated layout