Ask AI Mobile Added to Contact Records in HighLevel App

TL;DR

HighLevel mobile apps now include an Ask AI button inside contact screens for instant summaries, meeting prep, and voice dictation. Update your mobile app to version 4.27.0 or later to access it.

Who this affects

HighLevel has not confirmed specific plan restrictions or user permissions for this feature. It applies to mobile users on iOS and Android across HighLevel, LeadConnector, and White Label mobile apps.

What changed

• Added an Ask AI icon to the top bar on contact detail screens.
• Tapping the icon displays a summary card showing the last message channel and timestamp, next appointment status, biggest open deal details, and open tasks.
• Tapping any row within the summary card navigates directly to that record screen.
• Added three quick-action buttons below the card: "Prep me for next appointment" (visible when an appointment is scheduled within 7 days), "Summarize this contact", and "Dictate to add a note".
• Enabled voice dictation that generates draft notes and tasks, which require manual user approval before saving.
• Ask AI starts a fresh chat context scoped specifically to the contact's record ID each time you open it.
• Feature is available on iOS and Android starting in version 4.27.0 across HighLevel, LeadConnector, and White Label mobile builds.
• HighLevel has not confirmed plan gating, usage limits, or rollout phase details.

Where to find it

Open the mobile app and go to Contacts, Conversations, or Search. Open any Contact Detail Screen and tap the Ask AI icon located in the top bar.

How agencies will use this

An agency owner or account rep checking their pipeline on the road opens a contact record right before a scheduled call. With an appointment booked inside 7 days, they tap "Prep me for next appointment" to instantly review recent conversation channel history, deal size, and open tasks without digging through multiple screens. After the call ends, they tap "Dictate to add a note" to speak their recap into the phone, review the drafted note and assigned follow-up task, and approve the changes directly into the sub-account record.

Our take

This is a solid, practical mobile update for anyone handling client conversations on the go. Pulling open deal values, last touchpoints, and calendar status into a single summary card removes unnecessary taps in the mobile interface. Requiring explicit user approval before saving AI-dictated notes and tasks is the right operational choice, as it keeps raw AI hallucinations out of your CRM records. It is worth updating your mobile app to 4.27.0 to test the meeting prep workflow.