Changelog

Follow up on the latest improvements and updates.

RSS

What’s new
Navigation & performance improvements
  • Same-tab switching - open selected workflows in the same tab to keep focus and reduce tab clutter. (Replaces the previous “new tab” behavior)
  • Significant speed improvements - for loading and switching between workflows.
  • Infinite scroll - browse your complete workflow list without pagination.
Create & organize (right from the switcher)
  • Create brand-new workflows directly in the switcher.
  • Name workflows at creation (no extra steps).
  • Duplicate existing workflows from the switcher panel.
  • Delete workflows from the switcher panel.
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How it works
  • Open the Workflow Switcher in either Advanced Builder or Standard Builder.
  • Search or scroll (now with infinite scroll) to find a workflow.
  • Create, name, duplicate, or delete directly in the switcher.
  • Click a workflow to open it in the same tab for a seamless, focused editing flow.
Why this matters
Previously, switching often meant extra tabs and context switching. With same-tab navigation, speed boosts, you can move faster, keep focus, and manage multiple workflows without leaving your build.
Additional Notes
  • Availability: Workflow Switcher is now in both the Advanced Builder and Standard Builder.
  • Tab behavior: Same-tab by default (with option to open in new tab).
  • Shortcut (where supported): Shift + W to open the switcher.

new

Social Media Planner 📣

📣 Instagram Reels-Share to Feed Toggle

What’s new✨
You can now have granular control over where their Instagram Reels appears with a brand new “Share to Feed” toggle inside Social Planner. This gives you full control on whether you want to display the reel on Instagram + Reels tabs or only on Reels tab on your Instagram Profile.
Toggle Behaviour:
  • ON → Reel is published to both the Instagram Feed + Reels tab
  • OFF → Reel appears only on the Reels tab
Default setting: ON (Same as Current Behaviour)
Why it matters💡
This enhancement helps users:
  • Avoid cluttering their Instagram Feed with every Reel
  • Maintain consistent feed aesthetics while still posting Reels
  • Choose Reel-only content strategies without manual editing
  • Reduce accidental cross-posting and support requests
How it works🛠️
  1. Create a post in Post Composer
  2. Select Instagram Reel
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  1. Toggle “Show on Feed” ON or OFF
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  1. Publish or schedule the Reel as usual
  2. Social Planner will post it exactly according to your selected visibility preference.
We've refined the copy and paste experience for workflow actions, making it easier to duplicate and reuse actions across your workflows.
What's Improved
Visual Paste Guides
When you copy an action, clear visual cues with a glowing animation now show exactly where you can paste. These guides appear whether you're working in the same workflow, switching to a different one, or opening another workflow tab.
Quick Re-paste
Need to paste the same action multiple times? Simply hover near the plus icon to paste your copied actions again without re-copying.
Cleaner Interface
The "Actions Copied" banner now auto-hides after 8 seconds, keeping your workspace uncluttered.
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---------------------------------------------
What's New
We've redesigned the Workflows landing page to help new users get started faster. The updated experience puts AI front and center while offering multiple ways to create your first workflow.
AI Builder Takes Center Stage
The AI Builder is now prominently featured on the landing page. Describe what you want in plain English, and let AI generate your workflow automatically.
Templates at Your Fingertips
Browse all available templates directly from the landing page—ideal for finding inspiration or a quick-start foundation.
Multiple Paths to Get Started
  • AI Builder – Describe your automation in natural language
  • Browse Templates – Explore pre-built workflows
  • Start from Scratch – Click "Create Workflow" for a blank canvas
Learning Resources
All existing video tutorials on understanding workflows remain accessible from this page.
Why It Matters
New users can now immediately choose the path that fits their comfort level, whether that's AI assistance, templates, or building manually.

new

improved

Forms 📝

Surveys 📋

Quizzes 🤔

📝 Smarter, Richer Submit Message Editor and Preview

The “On Submit” message after Form, Survey, or Quiz submission has been fully upgraded with a new editor, richer formatting options, and dynamic layout improvements for both Desktop and Mobile. We have also added a preview, which will help you guys in designing on submit message and control the overall look on the actual form.
✨ Key Highlights
  • New built-in rich text editor: Format your message with inline styles: bold, italics, font sizes, colors, emojis, and more, all directly inside the editor. Ideal for headlines, sub-messages, and expressive feedback screens.
  • Better Structure: Structure your message into headline + subtext. Makes post-submit messages more friendly, human, and brand-aligned.
  • Smart background behavior: “Background Blur” creates a seamless overlay that auto-matches your background image with subtle blur. Turn it off to use a solid color or make background color transparent to just use the text over the image.
  • Device-specific layout & styles: Customize background, font weight, padding, margin, text box corner radius and layout for Desktop and Mobile independently. No more one-size-fits-all styling.
  • Live visual preview: See how your message looks against your actual background image updated instantly as you edit.
🔍 How It Works
  1. Go to On Submit → Message Styling
  2. Use the rich editor to write and format your 'On Submit' message
  3. Use the device toggle to set different styles for Desktop and Mobile
  4. Toggle “Background Blur” to activate auto color blur overlay
  5. Adjust padding, margins, background color, and font weight as needed
🧠 Why It Matters
This update transforms the 'On Submit' screen into a more expressive, brand-consistent moment. With richer formatting and better device support and builder preview, you can craft a more meaningful close to your forms and make every submission feel like a win.
🛠️ What’s New
We’ve upgraded the Form, Survey, and Quiz editors to give you more control, flexibility, and polish across devices. You’ll now see improved styling tools and responsive settings.
✨ Key Highlights
  • Richer inline text editor: Headings, Text blocks, and TnC now support inline formatting like bold, font sizes, and color all from a new built-in editor that’s easier to use and more flexible.
  • Desktop & Mobile controls are now separate: Set unique styles for each device—Mobile changes won’t overwrite Desktop (and vice versa). This includes background color, padding, border, font weight, and more.
  • Mobile-specific text content: Customize your message for mobile users with shorter headlines or alternate placeholder text ideal for improving clarity and layout on small screens.
  • Live previews across editors: All updates are visible instantly in builder for Forms, Surveys, and Quizzes, so you can fine-tune the design before going live.
📱 Where You’ll See It
  • Form Builder
  • Survey Builder
  • Quiz Builder
  • Live previews
🔍 How It Works
Text & Headings
  1. Select a Text/Heading block
  2. Use the device toggle in the sidebar to switch between Desktop and Mobile
  3. Edit text inline and adjust styles (color, font size, font style, etc.)
Terms & Conditions (TnC)
  1. Select the TnC element
  2. Toggle between Desktop and Mobile
  3. Edit the placeholder(s) using the editor
🧠 Why It Matters
Your forms, surveys or quizzes now adapt smarter to different devices with mobile-friendly text and layout controls. These changes help you create a more consistent and responsive experience without any extra effort.
Custom Dispositions: Choose an outcome for your call. Use it to trigger workflows
What’s new
  • Post-call picker in the Web Dialer: select one disposition (example: Follow Up)
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  • Customizable: account admins can create, edit, and delete dispositions.
  • Automation-ready: new Workflow filter under "Call Details" called "Custom Disposition" for follow-ups (send messages, tag, re-enqueue in Power Dialer, etc.)
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  • Saved to the record: disposition appears in Call Reporting table and filters (coming soon)
Why it matters
  • Faster wrap-up -> more calls per day
  • Cleaner automation -> triggers based on what the rep selected, not only system status
  • Better visibility -> consistent outcomes you can query and audit (reporting coming soon)
How it works
  1. Finish a call
  2. Pick one disposition
  3. Workflows fire immediately when the chosen disposition matches your automation rules
Setup (admins)
  • Go to Settings -> Phone System -> Voice -> Call Dispositions
  • Review the defaults and add or edit up to 10 dispositions total
  • In Workflows, use the Custom Disposition filter to define follow-ups
Examples
  • Requested Appointment -> send SMS with booking link and create a follow-up task
  • Follow Up -> re-enqueue into Power Dialer in 2 days
  • Not Interested -> add a "Do not nurture – called" tag and remove from a campaign
Important for existing automations
  • If you use Call Status to drive workflows, Call Dispositions may work better for you
  • Renaming a disposition: existing workflows continue working with the new name
  • Deleting a disposition: workflows referencing it will stop firing; update them first
PS: Mobile app support for Dispositions is coming in a few weeks
We’re introducing a brand new way to record and showcase customer feedback collected outside of integrated review platforms — now available in Labs!
Once enabled, you’ll find it inside Reputation → Reviews → Add Reviews.
✨ What’s New
1. 🖊️ Add Reviews Manually
Easily submit customer reviews that were collected offline or through channels we don’t directly integrate with. You can now enter:
  • Customer Name
  • Review Rating
  • Review Text
  • Date of the Review
  • Platform / Source (choose an existing platform, add a new unsupported one like Checkatrade, or simply select No Platform for word-of-mouth reviews)
  • Profile Picture
  • Photo Attachments
This allows you to consolidate all your feedback — both collected and manual — in one unified view.
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2. 📤 Bulk Upload via CSV
Import multiple reviews at once using our new CSV uploader.
Upload reviews with:
  • Reviewer details
  • Rating & text
  • Review dates
  • Platform names
  • Attachments (via links)
Includes:
  • Downloadable CSV template
  • Validation for incorrect or missing fields
  • Error-free file handling to ensure smooth imports
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3. 🪄 Unified Review Display
Manual reviews now appear directly inside your Reputation → Reviews list, alongside Google and other sourced reviews. New capabilities include:
  • Filter by Source, including “Manual pages”
  • Display the platform label (e.g., Checkatrade, Amazon, No Platform)
  • Visual consistency with fetched reviews
  • AI Summary compatibility
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4. 🌟 Showcase Manual Reviews in Widgets
These manually added reviews can now also appear inside your Review Widgets, making it easy to display all your best feedback — regardless of where it came from.
You can:
  • Combine manual and fetched reviews
  • Filter by review source
  • Display them in all widget layouts (List, Grid, Carousel, Slider, Flash, Legacy)
  • Override “Write a Review” links
  • Control max review count and rating filters
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🧪 Available in Labs Now!
Head to Settings → Labs → Manual Reviews to enable this for your accounts.
👉 Once enabled, access it from Reputation → Reviews → Add Reviews to start adding and showcasing manual reviews.
We’re always working to make review management more powerful and flexible.
Businesses can now access significantly more detailed, consistent, and reliable CSV exports across Transactions, Orders, and Subscriptions. These upgrades improve accounting accuracy, tax reporting, reconciliation workflows, and downstream data processing.
What’s New?
This release introduces a major revamp to all three payment-related CSV exports — ensuring accurate subtotal calculations, precise tax breakdowns, and product-level data for every transaction record.
Key enhancements include:
  • Clear Tax Visibility
  • New breakdown between: Total Tax Amount (Excluded in prices) → taxes added on top and Total Tax Amount (Included in prices) → taxes built into the product price
  • Fixes inconsistencies between invoice-based and other transactions
  • Improved handling of multiple tax types on a single order
Rich Product-Level Details
All exports now include:
  • Line item name, price, quantity, and product ID
  • Per-product subtotal and discount calculation
  • Invoice related discounts in the same column as product discounts (In the Transactions CSV)
  • Multi-row format when multiple products and their corresponding tax entries exist per order/transaction/subscription
  • Enables correct financial allocation
Improved Payment & Status Clarity
  • Total Amount Paid vs Total Amount Due to clarify partial payments where Amount Due reflects the original amount due (considers subtotal, discount and taxes) and paid reflects the actual transaction amount (considers the payment towards due along with tips and processing charges)
  • Payment Method included at export level (e.g. Card, PayPal, ACH, Wallet, Manual)
  • Better handling of: Amount dues, Negative values for invoice discounts removed and Redeemed Gift Cards (included in Transactions CSV)
Correct Handling of 0 vs Blank Values
Businesses can rely on:
  • 0 (zero) shown only when the field exists but the amount is zero
  • Blank shown only when the field is truly not applicable
(Prevents reporting errors in Excel → SUM, COUNT, pivots, etc.)
Ensures:
  • Consistent column ordering
  • Stable formatting for BI pipelines or downloadable audit trails
Why It Matters
This update enables:
Easier reconciliation with accounting systems
More accurate tax reporting — especially for mixed inclusive/exclusive taxes
Product-level revenue breakouts for finance teams
What’s Next?
We plan to continue improving financial reporting with Export performance improvements for large data sets
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new

improved

Automations ⚙️

⚙️ Inbound DND Support for Workflows

You can now automate Do Not Disturb settings for inbound communications, not just outbound. This addresses a common pain point where incoming spam calls were creating junk contacts and false opportunities with no way to filter them through automation.
What's new:
  • Direction control added to both the Contact DND trigger and Enable/Disable DND action
  • Choose between Inbound or Outbound DND
  • Inbound DND applies to all inbound channels (Calls & SMS)
How to use:
  1. Add the Contact DND trigger or Enable/Disable DND action, set direction to Inbound, and configure your DND preferences. Results appear on the contact's DND tab.
  2. Existing configurations remain unchanged—all current DND triggers and actions default to Outbound.
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new

Social Media Planner 📣

📣 Multiple Watermarks in Social Planner

Managing multiple brands just got easier!
You can now upload and assign different watermarks for each social account, so every post carries the right brand identity automatically.
🚀 What’s New
  • Upload multiple watermarks (one per social account) directly from Social Planner Settings.
  • Name and preview your watermarks before saving.
  • Assign to all socials at once using “Select All” or set unique watermarks for specific accounts.
  • Edit or delete watermarks anytime (with confirmation if they’re assigned).
⭐ Why This Matters
  • Save time with no more re-uploading logos for every post.
  • Keep your brand identity consistent across platforms.
  • Perfect for managing multiple brands in one place.
🛠 How to Use
  1. Go to Marketing → Social Planner → Settings → Watermark
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  1. Click “Add Watermark” to upload and name your watermark (PNG, max 5MB).
  2. Use the “Select All” option to apply to all socials, or assign individually.
  3. Manage, edit, or delete any watermark from your list anytime.
Note:
If you haven’t added a watermark yet, you’ll see an “Add Watermark” nudge prompting you to create one. And if you already had watermark assigned than your existing single watermark will automatically appear in the list view as “All Socials”. You can choose to edit this setup and assign specific watermarks to each account later.
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