HighLevel
Learn how to use the new Merge Contact workflow action in HighLevel to automate CRM cleanup. This guide covers matching by email or phone, preserving older records, and best practices for consolidating lead data without manual intervention.
HighLevel
Learn how to use the new welcome badge feature in HighLevel to boost course engagement. This guide covers setting up automatic issuance upon enrollment, designing on-brand badges, and triggering multi-channel workflows to improve learner retention.
HighLevel
Explore the new Ask AI workspace in HighLevel, a native AI environment for managing CRM data and marketing automations. Learn how to trigger workflows, generate on-brand content, and use marketplace apps to scale your agency operations without switching tools.
HighLevel
Learn how the new dashboard filter persistence in HighLevel saves your date ranges and selections automatically. This guide covers the benefits for client reporting, how to use the feature, and best practices for streamlining your agency's data analysis.
HighLevel
Learn how to use the new Invoice Paid and Review Request Clicked goal events in HighLevel. This guide covers how to streamline fulfillment, improve reputation management, and build cleaner, more resilient automations for your agency.
HighLevel
Learn how to upload custom HTML pages into the HighLevel WordPress builder. This guide covers migrating static sites, managing slugs, and troubleshooting asset paths to ensure your legacy templates and microsites integrate seamlessly with your CRM.
ai-knowledge-base
Learn how to build an effective AI knowledge base in HighLevel using FAQs, web crawls, and structured tables. This guide covers optimizing data chunks and using AI Response Info to debug agent outputs for more accurate, reliable customer conversations.
HighLevel
Learn how to enable auto refresh for knowledge base links in HighLevel to keep your AI agents updated. This guide covers setting refresh frequencies, troubleshooting crawl errors, and best practices for maintaining accurate data across your funnels and pages.
basecamp
Learn how to integrate Basecamp with HighLevel to streamline your project management. This guide covers automating project kickoffs, syncing tasks, and using workflow triggers to ensure seamless communication and faster client onboarding for your agency.
HighLevel
Learn how to use delinked nodes in the HighLevel Advanced Workflow Builder to create parallel, independent branches within a single automation. This guide covers setting up multi-channel workflows for SMS, email, and Instagram to improve organization and consolidate your reporting.
HighLevel
Learn why the chat widget flow outperforms traditional forms for lead capture and SMS compliance. This guide covers how to avoid common triggers for denials, set up automated workflows, and ensure your HighLevel pages meet strict regulatory standards.
HighLevel
Learn how to use the Manage Duplicates tool in HighLevel to clean your CRM and improve automation accuracy. This guide covers merging records by name, email, or phone, setting deduplication preferences, and best practices for maintaining a healthy contact database.