AskAI Takes Over Pipelines, Plus Multi-Popups and Smarter Scripts: This Week’s HighLevel Highlights 

If you’ve ever wished HighLevel would just do what you tell it—this is your week.

This Weekly Breakdown introduces one of the most powerful features we’ve seen in months: AskAI can now manage your CRM through simple chat prompts. From pipeline cleanups to cross-account filtering, it’s like having a virtual assistant living inside your CRM.

And that’s just the start. You’ll also see upgrades to funnel UX, text editing, mobile usability, and even phone number compliance.

Let’s break it down.

Talk to Your CRM with AskAI

What Changed:

HighLevel’s AskAI is now connected to your MCP server, which means you can interact with your CRM using natural language commands.

You can now say things like:

“Show me all leads older than 30 days in Hot Follow-Up.”
“Move them to the Ghosted stage.”
“Now show me refi opps in the Pending Application stage.”

AskAI understands the request, fetches the data, and even performs the action—without you clicking through pipelines, dropdowns, or filters.

Why It Matters for LOs:

• No more manually updating stale leads

• Faster pipeline cleanup and opportunity management

• You can manage sub-accounts without logging in and out

• Perfect for admins, team leads, or anyone using HighLevel at scale

Note: You’ll need to be an Agency Admin or have the AI Employee add-on enabled.

Create Multiple Popups on a Single Page

What Changed:

You’re no longer stuck with one popup per page. HighLevel now lets you assign different popups to different buttons—all on the same landing page.

Why It Matters for LOs:

• Great for lead-gen pages with multiple paths (e.g., “Buying a Home” vs. “Refinancing”)

• Avoids redirecting users to separate pages

• Improves UX and keeps more leads engaged on-page

Tip:

Use unique popups to trigger tailored forms based on loan type, urgency, or lead source.

Edit Text Faster with Rich Text Blocks

What Changed:

The Page Builder now includes a new Rich Text element that allows you to combine:

• Headings (H1–H6)

• Paragraphs

• Links

• Formatting styles

All inside a single content block.

Why It Matters for LOs:

• Simplifies page layout and reduces element clutter

• Makes formatting faster for non-designers

• Easier to hand off for editing or templating

Tip:

Use this for FAQs, testimonials, or educational blocks where you need a mix of text styles.

Scripts Are Now in the Mobile App

What Changed:

Scripts are now accessible from the HighLevel mobile app. That means call guides, objection handlers, and conversation frameworks are available on the go.

You can find them in:
Settings > Phone Numbers > Advanced Settings > Call Scripts

Why It Matters for LOs:

• Helps onboard new team members quickly

• Keeps talk tracks consistent across your team

• Enables newer LOs or assistants to follow the script without needing a desktop

Tip:

Upload pre-built lead scripts and tag them by lead type or stage (e.g., Internet Lead – New vs. Re-Engagement).

Conversation AI Can Do More

What Changed:

Two key upgrades were made to Conversation AI:

• You can now update 20 contact fields (up from 5)

• You can trigger 5 different workflows per response logic (up from 3)

Why It Matters for LOs:

• Better lead enrichment during AI interactions

• Smarter automation without “stacked” workflows

• Improved handling of complex reply branching

Tip:

Use the new workflow limits to personalize AI replies based on lead type, credit stage, or qualification criteria.

New Persona Verification for A2P

What Changed:

Some phone number actions (like A2P registration, CNAM, or STIR/SHAKEN compliance) now require persona verification—which includes uploading a valid photo ID and doing a facial scan.

Why It Matters for LOs:

• Adds friction, but likely improves deliverability and reduces spam risk

• Keeps HighLevel in good standing with Twilio and telecom compliance

• You may need to help team members complete verification during onboarding

Tip:

Use LeadConnector or Twilio direct depending on what’s most efficient for your org—both are still supported.

Why These Updates Matter for Mortgage Pros

If you're using HighLevel to manage your mortgage business, this week’s updates help you:

• Manage your CRM pipeline conversationally—no more click-heavy cleanup

• Increase funnel conversion with dynamic popups

• Speed up page builds with rich text blocks

• Train and support your team more easily with mobile scripts

• Improve AI automation with expanded logic and contact handling

• Stay compliant as A2P verification evolves

Every one of these changes saves time or removes friction—and that’s time you can reinvest in clients, closings, and marketing.

🎥 Watch the Full Breakdown

These updates are easier to see in action.

⬇️ Watch the full Weekly Breakdown video here⬇️

You’ll get live demos of the new AskAI prompts, popup configuration, and more—plus tips on how to roll them out in your HighLevel setup.