Workflows Now Directly Run Managed Agents

TL;DR

Workflows can now run a Managed Agent directly within a flow. You do not need to act unless you plan to use this feature.

Who this affects

HighLevel has not confirmed who is affected by this update. Agencies using or planning to use Managed Agents in their automation will be interested in this.

What changed

Workflows now have the ability to run a Managed Agent directly as an action within a flow. The Managed Agent will use its pre-configured instructions, tools, and CRM capabilities to complete the assigned task. After the Managed Agent finishes its work, the workflow will continue to execute any subsequent steps. HighLevel has not confirmed any limits, plan gating, or rollout status for this feature.

Where to find it

This new capability is located within Workflows. When building or editing a workflow, look for a new action related to Managed Agents. HighLevel has not published the exact navigation path yet, but it will be an option available for selection when adding a step to a workflow.

How agencies will use this

Agencies can now integrate AI reasoning directly into their automated processes. For example, a workflow triggered by a new lead form submission could initiate a Managed Agent. This agent could be tasked with qualifying the lead by checking CRM data for past interactions, then updating the contact record with a qualification score. If the lead meets certain criteria, the Managed Agent could then use its tools to draft a personalized follow-up email tailored to the lead's apparent needs. Once the agent completes these steps, the workflow would continue, perhaps by assigning the lead to a sales rep and scheduling a follow-up task. This combines structured automation with dynamic, AI-driven decision-making.

Our take

This is a major update for Workflows, as confirmed by HighLevel's own assessment. It links two powerful HighLevel features: Workflows and Managed Agents. This update is significant and will impact how agencies design automated processes that require intelligent decision-making or dynamic content generation. It merits attention from anyone building advanced automation.