Changelog

Follow up on the latest improvements and updates.

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We are excited to introduce a new "Account Creation" tab under Phone Integration settings, providing agencies with greater flexibility and control over sub-account configurations upon creation. This update empowers agency owners and admins to customize telephony settings at the point of account creation, ensuring seamless setup and improved user experience.
Key Highlights:
Automatically Link Telephony System for New Accounts
Ensures seamless telephony integration upon account creation.

new

Social Media Planner 📣

Template Library 🖼️

Mobile App 📱

📱 Media Library - Mobile App

Managing media across various business operations - like conversations, contracts, and social planning - often means navigating disorganized storage, scattered files, and time-consuming searches. With Media Library, users can finally centralize, organize, and access all their media seamlessly, without jumping between platforms or mixing personal and business files.
How Does This Feature Benefit You?
Centralized Media Management: Easily upload, store, and access all media types—images, videos, PDFs, and more—in one unified location.
Enhanced Organization: Categorize and manage media seamlessly, reducing the need to switch between apps or external storage.
Cross-Module Integration: The Media Library will connect with key features like Social Planner and Conversations, enabling streamlined media usage across the platform.
Time-Saving Efficiency: Quick search and filter options enable users to find files instantly, boosting productivity during daily tasks.
Seamless Upload Experience: Directly upload media from the gallery, files app, or camera without any interruptions, simplifying the process.
How to use this feature?
Access the Media Library: Open the mobile app, navigate to the hamburger menu, and select Media Library.
Upload Media: Choose to upload files directly from your gallery, camera, or phone files.
Organize Your Media: Create and manage folders to keep your media files neatly organized.
Quick Search: Use the search bar to find specific media files quickly.
Sort Options: Sort media by size, name, or recency to locate files efficiently.
Multi-Select Actions: Select multiple files to perform bulk actions like delete or move to specific folders.
Upload Manager: Monitor the status of ongoing or completed uploads through the upload manager.
What next?
Scanned Business Card Management: A dedicated folder to store and manage all scanned business cards, making it easier to organize and retrieve contact details.
Drive Integration: Seamlessly upload media from your preferred cloud storage, including Google Drive, directly into the Media Library.
We’ve streamlined the company settings experience by integrating the setting directly into the Company Details section on the Settings > Objects > Companies page. In addition, the Settings > Companies menu option now redirects to the same page. This consolidation improves the user interface and navigation without impacting existing functionality.
What's Changed:
Integrated Company Settings: The settings are now part of the Company Details section on the Settings > Objects > Companies page instead of existing on a separate page.
Seamless Navigation Redirect: Clicking on Settings > Companies now redirects to the Settings > Objects > Companies page, ensuring that current users experience a smooth transition without disruption.
Enhanced UI & Consistency: The updated design delivers a modern, cohesive look that aligns with our overall platform standards while maintaining all core functionalities.
How to Use:
This feature is available in account > Labs > "Updated Company Settings Page"
Accessing Company Settings: Navigate to Settings > Objects > Companies and select a company to view its details, including the integrated settings in the Company Details section.
Why This Enhancement?:
The change was made to simplify the user experience by consolidating related information in a single location. This integration reduces clutter, streamlines navigation, and aligns with our design standards—all while ensuring that existing users’ workflows remain uninterrupted.
What’s New?
Upload Multiple PDFs at Once – No more single uploads. Select and add multiple PDFs in one go.
Rearrange Before Uploading – Drag & drop to reorder pages before submission.
All Pages Auto-Added – Once uploaded, all pages are seamlessly added to the document.
How to Use It?
  1. Click "+ New" → Select "Upload Existing PDFs."
  2. Drag & drop or browse to select multiple PDFs.
  3. Rearrange files in the upload window if needed.
  4. Click "Upload" – all pages will be merged into a single document.
Why we built it?
A large number of users rely on PDFs to create documents. Before this update, users had to upload individual files separately and send multiple contracts for signature. Now, they can:
Combine multiple PDFs in one step
Avoid separate signature requests on different documents
Streamline contract creation

new

improved

Automations ⚙️

Calendar 🗓️

⚙️ Create Appointment Note - Workflow Action

We’re excited to introduce a new workflow action under the Appointments category: Create Appointment Note! This powerful addition enables users to automate note-taking for appointments, improving record-keeping and reducing manual effort.
What's New?
Create Appointment Note Action: Seamlessly add notes to an appointment using workflows.
Supports Multiple Triggers: Works with appointment-based triggers (e.g., Appointment Status, Customer Booked Appointment) or Inbound Webhook Trigger.
Flexible Note Input: Add custom notes manually or pass dynamic content from webhook data.
Automated Record-Keeping: Enhances organization by creating appointment notes without manual entry.
How to Set It Up?
Create a Workflow: Go to Automations > Create New Workflow.
Add a Trigger: Use an appointment-based trigger or Inbound Webhook Trigger.
Add the Action: Select Create Appointment Note and name the action.
Configure Inputs: If using Inbound Webhook, provide appointmentId and body. If using an appointment-based trigger, only the note body is required—the system automatically associates it with the relevant appointment, eliminating the need for an appointment ID.
New 🌟
  • SVG Format Added: Enjoy infinite scaling without quality loss! Resize your QR codes effortlessly using this flexible format. Users can resize their SVG QR codes using this tool.
  • PDF Format Introduced: Convert PNG QR codes into PDFs for easy A4-sized printing.
Improved 🔧
  • Enhanced PNG Quality: Higher PPI ensures sharper, clearer QR codes. (Note: Safari retains previous quality due to browser limitations.)
How It Works
While generating a QR code, users can now select SVG or PDF format in addition to PNG.
Download options for PNG, SVG, and PDF are now conveniently available in the QR code listing.
PNG quality enhancements apply automatically when downloading QR codes.

new

improved

CRM 👋

Mobile App 📱

📱Contacts Enhancements - Mobile App

We heard your feedback and improved the Contacts Module, designed to improve organization, boost productivity, and deliver a smoother user experience with smarter navigation, quick actions, and enriched note-taking capabilities!
What's Improved?
1. Tags: First-Glance One-Click Access
  • Resolved the issue of hidden tags. Tags are now prominently visible at the contact level, giving users easy, one-click access to view and perform all tag-related actions.
2. Custom Fields: Improved Organization and File Access
  • The unorganized structure of multiple folders under custom fields is fixed, ensuring a clear and logical flow of information.
  • Enhanced the file attachment process by supporting access to media, camera, files, and other resources instead of being limited to mobile phone files.
3. Quick Actions: Floating Button for Key Functions
  • All new floating quick actions button, allowing users to instantly access opportunities, workflows, DND, and tags from any screen within the contacts module.
4. Maps Integration: Seamless Address Redirection
  • Resolved the issue where clicking on an address did not redirect to any maps. Users can now choose between Google Maps and Apple Maps for seamless navigation.
5. Document Viewer: Instant Access to Contact-Level Documents
  • Fixed the issue where documents attached to contacts could not be opened immediately. Users can now view documents directly from the contact screen.
6. Hide Empty Fields: New Toggle for Enhanced Organization
  • All new toggle options to hide empty fields, giving users the flexibility to view only the fields that are populated at the folder level.
7. Notes: Enhanced Note-Taking with Rich Content Support
  • Upgraded the notes section to support HTML content and hyperlinking, allowing users to include website links and create richer, more functional notes.
Default certificates in courses
New courses now automatically include a default course completion certificate, streamlining the setup process and ensuring every course has the option to award a credential.
A banner will now appear in existing courses, notifying you to easily add a completion certificate.
User will have the ability to delete or draft default course completion certificate if they don't need them.
Templates attached to a course completion certificate will be available for viewing directly from the course builder now.
Choose and attach certificate templates (both default and custom-made) directly within the course builder.
Category completion certificate
Users will now be able to attach a certificate directly to entire category, providing recognition for completing a part of the course.
The category completion certificate is visible as the final lesson in the category preview.
Category completion certificates are automatically triggered when a user finishes all the required lessons within the category.
Category certificates are always placed at the end of the category and can neither be dragged or dropped
📸 Builder-Side Image & GIF Support
Creators can now enhance collaboration by adding images and GIFs directly into comments on the builder side.
  • Drag, upload, or paste images & GIFs seamlessly.
  • Instant previews without navigating away.
  • GIF support for more dynamic interactions.
  • Optimized caching for faster loading speeds.
🎵 Seamless Audio File Support in Snapshots & Cloning
Effortless File Copying – Audio files can now be copied across multiple locations and agencies.
Integrated with Assets DRM – Eliminates redundant copies of the same file, streamlining storage and accessibility.
🎨 Enhanced Offer Designs
We’ve improved product-wise offer displays for better usability:
Cleaner, more structured layout for a streamlined experience.
Improved search & filter options to quickly find and manage offers.
We’re excited to introduce the Profile Progress Tracker & Profile Health Score, designed to help you optimize your business profile effortlessly.
🆕 What's New?
Profile Health Score (%): Instantly see how complete your profile is with a real-time percentage score.
Progress Tracker: Get a step-by-step breakdown of missing details and suggested improvements.
Actionable Insights: Recommendations to enhance visibility, credibility, and engagement.
Account Optimization: Ensure all your accounts are set up for success with a structured progress path.
✨ Benefits:
✔ Helps improve profile completeness for better discoverability.
✔ Provides clear next steps to optimize key business details.
✔ Enables subaccounts to maximize their potential effortlessly.
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