Weekly Breakdown thumbnail showing HighLevel for Mortgage Pros branding, text reading 'Auto Save for Sites, Voice AI Updates,' a robot with headphones, and a computer screen displaying a website builder interface.

Voice AI, Call Transcripts, and Auto-Save: What’s New in HighLevel This Week

Phone System| Social Planner| Funnels and Websites| Voice AI| Automations
April 09, 2025•3 min read

If you've been burned by lost funnel progress—or you’ve been waiting for AI phone tools to finally show ROI—this week’s updates are for you.

From transcription-powered call flows to auto-saving site builders, these enhancements push HighLevel toward smarter, safer systems that LOs can actually rely on. Here’s what’s new, what it means, and why it matters.

Add Workflow Triggers Based on Voice AI Call Data

HighLevel Voice AI bot setup screen showing 'Trigger a Workflow' popup. User can name the action, choose a workflow, and define trigger conditions for the bot to automatically run automations based on conversation logic.

What changed:
You can now access key data from Voice AI-powered calls directly inside workflows. This includes:

  • Call duration

  • Transcripts

  • AI-generated summaries

Support for form-based data fields is also on the roadmap.

Relevance to LOs:
Voice AI isn’t fully ready for prime time in mortgage, but this signals real momentum. Now you can begin testing the automation power of AI calls without flying blind—and prep for more hands-off communication flows in the future.

Tip:
Use these triggers to tag leads, summarize outcomes, or kick off follow-up actions—all without manual call reviews.

IVR Transcription: Smarter Call Routing with Text Records

HighLevel Voice Intelligence settings under Phone System showing option to enable call transcription for inbound, outbound, and IVR calls.

What changed:
If you're using IVR (inbound voice routing) through HighLevel’s native phone system, you now get full call transcriptions for each route.

Relevance to LOs:
This is a big deal for mortgage teams managing multiple lead types. You can now:

  • Review call content faster

  • Trigger workflows based on keywords

  • Maintain records for compliance

Tip:
Not using IVR? You’re missing out. It’s one of the most powerful underused tools in HighLevel. Setup custom call paths like “Press 1 for pre-approval” and build segment-specific automations.

Skip the Legal Disclaimer: Disable the Call Recording Message

Phone configuration panel in HighLevel with checkbox to enable or disable call recording message and field to edit the default disclaimer text.

What changed:
You now have a clean, no-hack option to disable the call recording message. Just uncheck a box—no more spacebar or punctuation tricks.

Relevance to LOs:
Recording notices can spook prospects, especially on cold outreach. This update helps you maintain a smoother, more natural conversation flow.

Tip:
Remember to verify local recording laws. While this tool removes the message, compliance is still your responsibility.

Tag Instagram Collaborators from the Social Planner

Social Planner Instagram post settings in HighLevel with options to post as Feed, Reel, or Story, and a field to invite collaborators using Instagram handles.

What changed:
You can now tag collaborators in Instagram posts directly from the HighLevel Social Planner. Posts show up on both accounts’ feeds and Reels.

Relevance to LOs:
Great for:

  • Partnering with realtors

  • Promoting events with team members

  • Expanding reach without extra content

Tip:
Handles don’t auto-populate—double check usernames on Instagram before tagging in the Planner.

Autosave Is Finally Here for Sites and Funnels

HighLevel site builder editor with green 'Auto Saved' status at top, showing a template site in progress with dual image blocks and text overlays.

What changed:
HighLevel now autosaves your work while editing funnels or sites. No more manual save panic. Your edits are saved automatically as you go.

Relevance to LOs:
If you’ve ever lost an hour of work to a browser crash, this one’s for you. Now you can build at your pace, take breaks, and pick up where you left off.

Tip:
You still need to hit "Publish" to make changes live. Think of autosave as your safety net—not your send button.

Countdown Timer Tool Now Fully Integrates with Sites & Funnels

HighLevel countdown timer builder showing timer type selection (Fixed, Recurring, Dynamic), live timer preview, and customization panel with date, time, and redirect actions.

What changed:
The countdown timer feature can now be embedded natively into site and funnel pages—with full control over style, duration, and recurring schedules.

Relevance to LOs:
Use countdown timers to:

  • Drive urgency around webinars or workshops

  • Highlight limited-time offers

  • Create evergreen funnels with automated resets

Tip:
The setup is powerful but a bit clunky. Test it in a template page first to get a feel for how start dates and durations affect what users see.

Why These Updates Matter for Mortgage Pros

This week’s releases make HighLevel more reliable and more powerful for day-to-day lead handling and marketing tasks. Whether you’re dialing in call flows, co-marketing on social, or just trying to avoid another funnel wipeout, here’s how they help:

  • Smarter call follow-ups with Voice AI data

  • Searchable transcripts for better team oversight

  • Less friction in phone and social workflows

  • Peace of mind with funnel autosave

  • More urgency-driven conversion tools

These are the kind of updates that reduce errors, save time, and create a more consistent experience for both you and your clients.

🎥 Want to see it in action? Watch the full video breakdown here:

Voice AI, Call Transcripts, Auto Save, HighLevel CRM, Mortgage CRM, Workflow Automation, IVR Routing, Countdown Timer, Social Planner, Instagram Collaborators, HighLevel Updates, Empower LO, Loan Officer Tech
Back to Blog

Copyright 2025, Empower Digital Solutions LLC