We’ve enhanced how Facebook and Instagram contacts are managed to reduce duplicates and keep contact records unified.

📍 Previously, when someone messaged your business on Facebook or Instagram and later shared their email or phone number, the system would append that data - but still create a new contact, even if another contact already existed with the same information. This led to duplicate records and fragmented histories.

✨ Now, when a contact enters through Facebook or Instagram and later shares an email or phone number that matches an existing contact, the system will automatically merge the contacts - ensuring one complete profile. However, if the account has explicitly enabled “Allow duplicate contacts”, the automatic merge will not happen.

Facebook/Instagram contacts are now automatically merged if their email or phone matches an existing contact 🔄

Prevents duplication and keeps all conversations and details in one place

Automatic merge is skipped if the account has turned on “Allow duplicate contacts”

We’ve rolled out a set of refinements that make badge creation more fluid, precise, and enjoyable. These aren’t flashy — they’re thoughtful improvements that make a big difference in your daily workflow.

🧹 Cleaner Editing Experience

Toolbar now auto-hides when rotating or moving elements

Fixed resizing issues for lines and shapes

Removed unnecessary corner markers for a cleaner canvas

🎯 Better Control for Small Elements

New move icon makes it easier to reposition tiny or tightly packed objects

🎨 Visual Consistency Upgrades

Template borders now perfectly match the final badge preview

Less clutter = more focus while designing

Tiny tweaks now feel effortless

What you see while editing is exactly what you get

These small changes make a big impact — and more smart improvements are on the way!

Go to “Memberships”

Select the “Credentials” tab

Click “Create” in the top-right corner

Choose “Create Badge” from the dropdown

Badges are a lightweight, visual way to recognise milestones, progress, and engagement. While we’re actively working on a dedicated “Issue Badge” action, you can start issuing badges right now using the existing “Issue Certificate” workflow action.

Yes — Badges are issued through the same action as Certificates!

You can combine any of the supported workflow triggers with the existing “Issue Certificate” action to send a Badge automatically to your customers.

✅ Just select a Badge template instead of a Certificate template when using the "Issue Certificate" action.

🧐Most Used Triggers + Use Cases

You can find these triggers inside your Workflow Trigger menu, under “Courses,” “Contact,” and “Form Activities.”

Go to Automation > Workflows

Create from Scratch or open an existing Workflow

Add a Trigger from the list above

Add an Action → select Issue Certificate

Choose a Badge template instead of a Certificate template

Note: Badges are fully visual and lightweight — perfect for micro-recognition. They’ll be sent as downloadable images to your customers.

We’re introducing a dedicated “Issue Badge” action to make this even clearer and easier to use. Until then, the “Issue Certificate” action supports both Badges and Certificates seamlessly.

Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown.

Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required.

Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll down to the Channel field highlighted below:

Save Action and Publish your workflow.

🎉 What’s New

Take your review showcases to the next level! We’ve added a brand-new Floating Badge Widget, deeper customisation controls, and full flexibility over how AI summaries appear.

A minimal, persistent badge to spotlight reviews on any corner of your site

Choose the badge position: Top/Bottom + Left/Right

Set the interval for how frequently reviews rotate inside the badge

Display one review at a time in a sleek slider

Perfect for tight spaces and focused layouts

Control the slide interval to match your page rhythm

Choose from a growing collection of beautifully designed templates

Switch styles instantly with no coding needed

Tweak button colours, avatar background/text, and summary colors

Match every element to your brand — fully visual, no CSS required

Real-time preview built in

Choose summary type per widget:

Short (1–2 sentence)

Detailed (3–4 sentence)

Action Points (bullet format)

Decide where summaries appear: Top, Bottom, or inline

Go to Reputation → Widgets

Choose Floating Badge or Slider from the widget type list

Select a template, adjust intervals, and customise styles

Set AI summary preferences and publish — done!

We are thrilled to announce our latest update to mobile payments - Active transactions inside the POS! Users can now head over to the POS, tap on the active transactions menu from the bottom bar, and accept payments for all due and overdue estimate, invoice, and appointment payments.

🚀 What’s new

All due/overdue invoices in one place - You can now find all your due or overdue invoices in one location. You can choose to view the invoice, edit the invoice, or collect payment against that invoice.

Collect payment for due/overdue invoices - Easily record payment for due or overdue invoices using Tap to Pay, Stripe or Square Payment Readers, Cards, or Cash.

👷‍♂️ How to use this feature

Login to the mobile app with your preferred subaccount.

Head over to the POS section from the bottom bar of the mobile app.

Open the Active Transactions menu from the POS bottom bar.

You can now find all your due and overdue invoices, be it invoices, estimates, documents & contracts, or appointment based invoices.

You can tap on the Invoice tile to Edit/View the invoice.

You can swipe left on an invoice card or long-press to reveal more options.

Tap on Record Payment to then collect payment against that invoice using your preferred payment method!

🧭 Overview

We’ve enhanced the calendar setup experience by adding helpful info icons and clear descriptions across all settings. Now it’s quicker than ever to understand what each setting does — from availability and recurring meetings to payments and sync preferences.

✅ What’s New

📎 Clear explanations added for every key setting

🛈 Info icons next to settings for quick guidance

✍️ Reworded confusing labels for better clarity

🧭 Consistent messaging across all calendar sections

✨ Why this matters

This update brings built-in clarity to every step of the configuration process, helping you make informed decisions without guesswork — and with less need to reach out for help. It also means fewer interruptions, faster setup, and a more intuitive experience overall.

You can now add custom fields as selectable columns in your Contacts and Opportunities table widgets — giving you more flexibility and visibility right from the dashboard or a report.

Custom fields can now be added as columns in Contacts and Opportunities table widgets.

Birthdate has also been added as a table column for contacts widgets.

The fields are are available in both Dashboards and Custom Reports

Enter Edit Mode on your dashboard/report

Click “Add Widget” and select any table widget (Contacts or Opportunities).

In the column selector, you’ll now see all custom fields listed.

Choose the fields you want to display and hit Save.

By allowing these fields in dashboard tables, users can now personalize their reporting and track the data that matters most to their business — all from a single view.

We’ve enchanced the Funnel Builder by embedding the Form/Survey Builder directly within the interface. Instead of opening in a new tab, forms now launch in a 90% screen modal, enabling a faster and more seamless editing experience.

Previously, editing a form or survey would redirect you to a separate tab, creating friction and breaking your workflow. Now, you can create or edit forms and surveys without ever leaving the funnel you're working on.

Embedded Experience: Both Form Builder and Survey Builder now open in a sleek, 90% screen pop-up directly inside the Funnel Builder

Faster Workflow: No more tab-switching. Edit in seconds without leaving your current view.

Context Retention: Maintain full funnel-building context while adjusting form and survey settings.

All-in-One Access: Edit styles, configure custom fields, and update themes all from within the same window.

Inside a funnel, select a form or survey element.

Click Edit Form or Edit Survey, the builder opens in a large modal overlay.

Use features like Quick Add, Custom Fields, Styling, and more to make your changes.

Click Save, and you’re right back where you started and there are no reloads or redirection.

All users will now see the new embedded pop-up by default when editing forms or surveys.

This update significantly improves load times and eliminates navigation hassles.

The new flow is designed to enhance productivity and maintain user focus.

Your AI bot can now automatically hand off conversations to a human when it detects it's no longer the best fit to assist. Whether it’s a complex question, repeated failures, or a direct request like “Can I speak to a human?”, the bot ensures your customers aren’t left frustrated.

This feature is released via labs

How It Works?

Go to Bot Goals.

Select Human Handover and toggle it ON to start configuring.

Pick from predefined handover triggers:

Contact Request: When the user asks for a human.

Example: “I want to talk to a human”, “Can someone real help me?”

Lack of Information: When the AI doesn’t know the answer.

Failed to Resolve Issue: Triggered after 2 failed attempts by the AI to help.

Customize the handover workflow:

Assign Conversation to a User

Choose a staff member or auto-assign based on existing assignment.

Checkbox to auto-create a task.

Default description: "will be created by AI", due in 24 hours.

Default: "Thank you! Someone from the team will get back to you."

Temporarily disable AI messages for a specific time.

Default tag: human_handover

Make sure staff are alerted when they’re assigned:

Go to Settings > My Staff

Choose the user.

Enable these in Notification Settings:

✅ When a conversation gets assigned to me

✅ When a task gets assigned to me

📝 Notes

A maximum of 6 handover actions per bot can be configured.