Now, you can easily rename your workflows without having to open them individually.

Previously: You had to open a workflow and click on its name to rename it.

Now: You can rename workflows directly from the landing page!

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The "View Appointment" option is now enabled for cancelled appointment activities.

Users can now view and update the details of cancelled appointments from Conversations module.

The activity title now reads as "Appointment Deleted" when an appointment is deleted.

Users can view deleted appointments but cannot edit them.

We are thrilled to announce the highly anticipated and much-requested feature in our latest Release

WhatsApp now supports sending Media templates, including Images, Videos, Documents, and Location. This feature empowers users to create high-quality marketing campaigns and boost engagement by incorporating rich media content into their communications.

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🌆 Images: Include captivating photos to accompany your WhatsApp messages.

🎬 Videos: Engage your audience with short, dynamic videos.

📄 Documents: Share important PDF files seamlessly.

📍 Location: Provide convenient directions or pinpoint a place of interest.

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Product Launches: Showcase new products with images and attention-grabbing videos.

Promotions and Offers: Share discount codes or special offers accompanied by eye-catching visuals.

Event Announcements: Promote events with location sharing and engaging imagery

Customer Service: Provide helpful tutorials or guides in PDF document format.

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Navigate to the Settings > WhatsApp

Select Templates > Create Template

Enter Template Name > Select Template Category > Select Language

Show Header > Select Media from Image, Video, Document and Location

Upload the Media you wish to add to your WhatsApp template

Write Template Body

Select Create > Template will be sent for approval to Meta

Send WhatsApp Media Template via Bulk Action

Send WhatsApp Media Template via Workflows

Send WhatsApp Media Template via Conversation Page

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Previously, there was an issue with certain phone numbers, specifically those from Brazil and Argentina, where an additional '9' would cause duplication. Now, this problem has been resolved. Whenever a new inbound message is received, any duplicated contacts are automatically merged with their respective conversation histories, ensuring a seamless experience.

Fixed: If the customer created the template directly on Facebook, the update process in Connect won't function properly

We are thrilled to introduce Auto Affiliate Payouts using Paypal.

Now effortlessly pay affiliates without leaving your Connect dashboard!

Enjoy a smoother payout experience. The process is now more intuitive and user-friendly, reducing the hassle of navigating to third party payment platforms or interfaces.

Email Notifications for both the Sender and Receiver(Affiliate)

Add/Edit/Manage Affiliate's Paypal Account details on both; Sub Account Affiliate Manager and Affiliate Portal

Integration with PayPal Business Account (Guide)

Addition of PayPal email IDs for affiliates under affiliate's Payout Methods (Guide)

Ensure PayPal Business Account integration and valid PayPal email IDs for affiliates.

Only Agency Admins and Account Admins can initiate payouts using this method.

We are thrilled to introduce the ability for both admins and affiliates to seamlessly add PayPal as a payout method in affiliates' profiles, which will streamline the payout process and leverage the Auto Payouts using PayPal feature!

Users can now add PayPal as a payout method for their Affiliates for swift and convenient payments.

Affiliates can easily add or edit their PayPal Account details directly from the client portal.

Go to Affiliate's Profile Page.

Navigate to Payout Methods Tab.

Add Payout Method.

Enter Affiliate's PayPal Email ID.

Click Done.

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Access Affiliate Portal.

Navigate to Commissions Tab.

Add Payout Method.

Enter PayPal Email ID.

Click Done.

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Enables automated payouts using PayPal.

Facilitates swift and quick payments to Affiliates.

Empowers affiliates to manage their payout Details conveniently through the client portal.

📌 Imp Note:

Ensure to enter a valid PayPal email ID for successful payouts.

Introducing Audit Logs for Calendar Settings! Now, users can easily track edits made to their calendars, including the timestamp, editor, and all modifications.

Users can effortlessly check edits to their calendars, including who made the changes, when they occurred, and what specific settings were modified.

This feature simplifies troubleshooting and provides precise insights into any adjustments made, ensuring transparency and accountability.

To make it simpler, we are now also showing calendar ID in the calendar settings.

Navigate to Settings > Audit Logs.

Select "Calendars" under the module to view changes across all calendars.

Access Calendar Settings and copy the calendar ID.

Proceed to Settings > Audit Logs.

Paste the calendar ID in the 'Document ID' search box and get all details specific to that calendar.

Receive AI-based suggestions for new messages on supported channels. Quickly send suggestions or edit them before sending.

Automatically send responses to new incoming queries in messages.

Provide feedback to train the AI bot from auto-generated responses.

We're thrilled to announce our latest update to Payments on Mobile - the ability to accept payments using Cash, Cards on File, and Manual Entry for your mobile Point-of-Sale! Subaccount admin and users can now record payments for a POS transaction on Mobile using either Tap to Pay, Cash, Cards on File, Cheque, Bank Transfer, and more!

🚀 What's New

Cards on File for POS: Accept POS payments using credit/debit cards. Everytime a payment is accepted with a new card for a particular contact, that card gets saved automatically for future use, making it super convenient for repeat customers!

Cash Payments on POS: POS can now record cash payments, displaying the exact change that needs to be tendered for each transaction.

Manual Entry on POS: If a payment has been accepted via Cheque or Bank Transfer, an entry can be recorded for that particular POS transaction.

👷‍♂️ How It Works

Open the mobile app with your preferred subaccount selected.

Head over to the POS tab from the bottom bar and initiate a new transaction using your Product Catalog/Keypad.

Link a contact to the transaction and review all the details of the transaction. Once you're good to go, tap on "Choose Payment Instrument".

Select your preferred payment method.

Enter the tip amount.

Accept payment via your chosen payment method!

Note: If you choose to accept payment via a saved card, make sure you link the relevant contact on the Review Payment screen. If the transaction does not have a linked contact, no saved cards will show up.

⭐️ Why it Matters

This update finally removes the restriction of POS running on devices with NFC support only.

📝 Tap to Pay and Cards on File are supported for Stripe Provider only as of now.

We're thrilled to announce our latest update to Payments on Mobile - the ability to record payment for an existing invoice! Subaccount admin and users can now record payments for an invoice on Mobile, provided they have specific permissions enabled from the agency settings. Payment can be recorded using Cards (new or saved), manual entry (cash, cards, bank transfer, cheque, others), and tap to pay (only applicable to devices with NFC support).

🚀 What's New

Tap to Pay for invoices: Now record a payment for an existing invoice using Tap to Pay.

Cards + Manual entry: Record a live payment using a new/saved card or record a manual entry for an already paid invoice.

👷‍♂️ How It Works

Open the mobile app with your preferred subaccount selected.

Using the hamburger menu from the top left of the screen, head over to the "Invoice" section.

Choose and long-press on an invoice for which you would like to record payment.

Select record payment.

Select the payment instrument.

Accept payment via your chosen payment method!

⭐️ Why it Matters

This update allows subaccount admins and users to finally start recording invoice payments directly from the mobile app, also allowing for payments to be accepted via Tap to Pay.

Now you can effortlessly create tasks and add notes while engaging in conversations simultaneously. 🙌

👀 What's New:

📝 Seamless Notes and Task Creation: Users can now create notes and tasks directly from the conversations module's right pane, eliminating the need to navigate outside the conversations module.

💯 Parallel Action: Users can effortlessly take notes and create tasks while engaging in conversations, enhancing multitasking capabilities.

✍️ Edit and Delete Tasks/Notes: Seamlessly manage your tasks and notes within the conversations module with the ability to edit and delete.

😃 Undo Delete Option: Introducing the 'Undo Delete' feature for both tasks and notes, allowing users to effortlessly restore accidentally deleted items and prevent data loss.

Boosts Productivity: Managing notes and tasks within the Conversations module saves time and allows users to quickly multitask. ⏰

Improves User Experience: Integration into the conversations module reduces interruptions, providing a smoother and more intuitive workflow. 😊

Easy Recovery: The 'Undo Delete' feature allows users to recover accidentally deleted tasks, minimizing disruptions and preventing data loss. 👍

👉 Note - This feature can currently be accessed via Labs.