Pipeline Upgrades: Smarter Board, Bulk Actions Management, and Dynamic Reporting​

The CRM pipeline gets a major overhaul with a rebuilt board experience, a dedicated bulk actions management page, and reporting that supports up to 5 levels of dynamic grouping. Managing thousands of contacts and deals just got dramatically faster.

What's New​

• Pipeline Board Refactor: The pipeline board has been rebuilt with improved drag-and-drop, theme-aware styling, and infinite scroll. Load more contacts by scrolling to the bottom of any column, and enjoy smoother drag interactions with proper stage change messages.

• Bulk Actions Management Page: A dedicated page for managing bulk operations lets you view the status of running jobs, pause active batches, and archive completed ones. No more wondering if your bulk update is still running — see every job's progress in real time.

• Bulk Action Improvements: Update any field on contacts in bulk, and set a custom number of records per batch operation. The new bulk action bar makes it clear what actions are available and how many records are selected.

• Reporting with Dynamic Grouping: Reports now support up to 5 levels of dynamic grouping with custom filters. Group contacts by pipeline stage, then by assignee, then by tag, then by source, then by date — all in the same view. Drill into exactly the data slice you need.

• 24 New Field Mappings: The query component builder now has 24 additional field mappings, giving you more filtering and segmentation options for building targeted contact lists and workflow conditions.

• Contact CSV Export with Custom Fields: CSV exports now include all custom fields. Export your complete contact data for analysis, migration, or backup with nothing left behind.

• Secondary Phone Field: A new secondary phone field on contacts mirrors the existing secondary email field. Store multiple phone numbers per contact for comprehensive multi-channel outreach.

• Tasks Section Improvements: An expand/collapse toggle on the Tasks section title bar and a mobile-responsive task view make task management cleaner and accessible on any device.

Why This Matters​

Pipeline Power at Scale: Infinite scroll, improved drag-and-drop, and the bulk actions management page mean your pipeline stays fast and manageable whether you have 100 deals or 100,000.

Reports That Answer Real Questions: Five levels of dynamic grouping with custom filters turn your contact data into actionable insights. Stop exporting to spreadsheets — get the answers directly in the platform.

Bulk Operations Under Control: The management page gives you visibility and control over every bulk operation. Pause a job that's going wrong, check progress on a long-running update, or clean up completed jobs.

Site Tracking: Identify Website Visitors and Track Their Journey​

Your website visitors are your warmest leads — but only if you can identify them. Our new site tracking system identifies returning visitors, matches browsing behavior to known contacts, and gives your team complete visibility into every visitor's journey.

What's New​

• Website Visitor Identification: The site tracking integration identifies website visitors by matching browsing behavior to known contacts. The tracking code is automatically included in your widget embed — no separate installation required.

• Visitor Identity Settings Page: A new settings page lets you configure how visitor identification works, set up routing rules for identified visitors, and manage your tracking preferences.

• Visit Activity Panel: The contact sidebar now includes a Visit Activity panel showing a contact's complete website browsing history — pages visited, timestamps, duration, and frequency. Available on plans with site tracking enabled.

• Page View Tracking: Every page view is tracked and attributed to the correct contact. The system automatically updates total page views per lead, giving you engagement scoring data without any manual configuration.

• Automatic Widget Integration: Site tracking is automatically included when you embed the chat widget. One embed code handles both visitor engagement and tracking — no extra scripts to manage.

Why This Matters​

Identify Before They Leave: Most website visitors leave without converting. Site tracking identifies returning visitors and matches anonymous browsing to known contacts, letting you re-engage with context they didn't expect you to have.

Complete Visitor Journey: The Visit Activity panel turns anonymous traffic into actionable intelligence. See exactly which pages a contact visited before they booked a call, helping your team prepare for more relevant conversations.

Zero Extra Setup: Site tracking comes bundled with the widget embed. If you've added the chat widget, you're already tracking visitors.

Agent Builder Upgrades: Team Editing, Folders, and Version History​

Building AI agents is a team sport. The Agent Builder now supports collaborative team editing, folder organization for managing large agent libraries, and version history so you can experiment with confidence.

What's New​

• Agent Team Edit Mode: Multiple team members can now collaborate on agent configuration with the v2 team editing interface. See who's working on what, avoid conflicting changes, and build better agents together.

• Agent Folder Organization: Organize your agents into folders with drag-and-drop. Move animations provide visual feedback as you reorganize, and folder names are validated to prevent duplicates. Find the right agent instantly, even when you have dozens.

• Version History Sidebar: Browse and compare previous versions of your agent configuration. See what changed, when it changed, and roll back if needed. Version history gives you the confidence to experiment knowing you can always undo.

• Updated Agent Templates: Pre-built agent templates have been refreshed with AI-generated system prompts. Start with a template that's already well-crafted and customize from there instead of starting from scratch.

• Search & Replace in Prompt Builder: Find and replace text across your agent's prompts. Rename a product, update a phone number, or fix a typo across every prompt in your agent with a single operation.

• Pause or Stop AI Agent Runs Per Contact: Control AI agent execution at the individual contact level. If an agent is behaving unexpectedly for a specific contact, pause or stop it without affecting other contacts in the workflow.

Why This Matters​

Collaborative Agent Building: AI agents are too important to build in isolation. Team edit mode lets your best prompt engineers, product experts, and customer success people contribute to the same agent simultaneously.

Iterate With Confidence: Version history and auto-save mean you can experiment aggressively with your agents. Try a new prompt approach, test it, and roll back in seconds if it doesn't work.

Organized at Scale: Folders keep your agent library manageable as it grows. When you have 50 agents across sales, support, and onboarding, folders are the difference between chaos and clarity.

Billing Tracking, Audit Logs, and API Documentation​

Visibility into what's happening across your platform — from billing consumption to user activity to developer access. This release brings enhanced billing meters, comprehensive audit logs, system email notifications, and your first public API documentation.

What's New​

• Meters Activity Page: A new billing page shows detailed meter activity and consumption data. See exactly how your usage breaks down across AI agents, workflows, calls, and messages with per-meter tracking.

• Billing Tracking Enhancements: The billing tracking page now includes a tenant filter dropdown for multi-account billing views, external reference descriptions for easier reconciliation, and sub-tenant enrichment with descriptive labels and tooltips.

• Deny-Overage Meters: Service meters that block usage when limits are reached now show clear informational text instead of a price. Users understand exactly why a service is unavailable and what to do about it.

• Enhanced Audit Logs: Audit log entries now show the performer's name and IP address in the timeline view. A searchable activity type dropdown makes filtering through large audit histories fast and precise.

• System Email Notifications: New automated email notifications for account deletion, suspension, reactivation, password changes, and new device login alerts. Keep your users informed about important account events with branded, professional emails.

• API Documentation v1: The public API now has comprehensive documentation split into public and internal types, with an interactive API explorer. Developers can browse endpoints, see request/response schemas, and test calls directly from the docs.

• Knowledge Base Improvements: Fixed synchronization issues across shared knowledge bases, resolved PDF upload failures, and improved the Search Knowledge Base workflow step with proper context handling.

• Inbound Email Improvements: Email identity integration displays correctly in the inbox. Lead source attribution properly tracks the real sender address instead of the forwarder address.

Why This Matters​

Billing Transparency: Meters activity, deny-overage messaging, and tenant-level tracking give both you and your clients complete visibility into usage and costs. No surprises on the invoice.

Security You Can Prove: Audit logs with performer and IP tracking create an accountability trail for every action. When security questions arise, you have answers.

Developer-Friendly: API documentation means your development team or third-party integrators can build on the platform without guesswork. Interactive docs reduce integration time from days to hours.

White-Label Custom Themes: 23 Style Types, Bulk Markup Rates​

White-labeling goes deep. You can now customize 23 types of style properties to make the platform truly yours — or your client's. Combined with bulk markup rate configuration, your reselling operation runs faster and looks more professional than ever.

What's New​

• 23 Customizable Style Types: Adjust colors, typography, spacing, borders, shadows, and more across the entire platform. Every visual detail is configurable so your white-label deployment matches your brand guidelines precisely — not just a logo swap.

• SaaS Configurator Bulk Markup Rates: Set markup rates in bulk across your entire reselling catalog. Price your white-label services consistently with a single operation instead of updating each service individually.

• Responsive UI Overhaul: Phone pages, integrations settings, general settings, custom fields, contacts, packages, and SaaS configuration pages are now fully responsive. Your team can manage the platform from any device.

• Searchable Dropdowns Everywhere: Timezone fields, package selection, phone number edit pages, and billing dropdowns now feature searchable type-ahead. Find what you need in large lists instantly.

• 10DLC & SMS Compliance: Brand registration, campaign management, and message flow configuration for 10DLC compliance. Set up and manage your SMS sending identity to meet carrier requirements and maximize deliverability.

Why This Matters​

White-Label That's Truly Yours: 23 customizable style types mean your resold platform looks like your own product — not a reskinned tool with a different logo. Your brand, your colors, your typography, your platform.

Pricing at Scale: Bulk markup rates eliminate the tedious per-service pricing workflow. Update your entire catalog's pricing in one operation, whether you're launching or adjusting margins.

Mobile-Ready Management: Responsive settings pages mean your team isn't chained to a desktop. Manage the platform from a tablet during a client meeting or a phone while traveling.

Email Builder: Visual Design, Merge Tags, and Smart Fallbacks​

Crafting personalized emails should be fast and foolproof. The new visual email builder paired with a searchable merge tags picker and smart fallback values means your team creates professional, personalized emails in minutes — without worrying about broken variables or blank fields.

What's New​

• Visual Email Builder: A new drag-and-drop email builder lets you design professional emails visually. Add sections, images, buttons, and text blocks without touching code. Test emails render system variables correctly so you can preview exactly what contacts will receive.

• Searchable Merge Tags Picker: A categorized, searchable dropdown in the email builder makes inserting merge tags effortless. Tags are grouped by category (contact info, company details, custom fields) so you can find the right variable in seconds instead of memorizing tag syntax.

• Alternative Variable Values: Set fallback values for merge variables that fire when the primary value is blank. If a contact doesn't have a first name, your email says "Hi there" instead of showing an empty blank. Works across email, SMS, and workflow messages.

• Assignee Variables: A new Contact/Assignee toggle in the variable picker lets you insert assignee-specific merge tags. Personalize messages with the assigned team member's name, email, phone, or any other profile field — perfect for "Your account manager is..." messages.

• Click-to-Copy Variables: Click any variable text in the builder to copy it to your clipboard with a toast confirmation. No more selecting, copying, and hoping you got the right syntax.

• Email Body Preview in Messaging Logs: View the full rendered email body directly in your messaging logs. See the exact email your contact received, with formatting and images intact.

• CSS Parsing for Message Logs: Email content in messaging logs now renders with proper CSS styling, so you see the email as it was delivered — not as raw HTML.

Why This Matters​

Emails That Convert: The visual builder and merge tags picker remove the friction between having a great email idea and executing it. Personalized, professional emails in minutes — not hours.

Never Send a Broken Variable: Alternative values and click-to-copy eliminate the two most common personalization failures: blank variables and syntax errors. Every message reads naturally, every time.

Full Send Visibility: Email body preview and CSS parsing in messaging logs mean you can verify exactly what was sent to any contact. Debug deliverability issues with full context.

Call Transfer Improvements: Reliable Cold Transfers, Smoother Warm Handoffs​

Call transfers are one of the most common failure points in VoIP. We've addressed every major transfer issue — from cold transfer disconnects to warm transfer audio problems — ensuring your calls complete reliably every time.

What's New​

• Cold Transfer Reliability: Resolved an issue where calls would disconnect after cold transfer due to the silence monitor misinterpreting hold silence. Transfers now complete reliably without unexpected disconnects.

• Warm Transfer Audio: Fixed whisper delay, DTMF timeout, and announcement message delivery so warm transfers work smoothly. The receiving party hears the whisper message clearly before the caller is connected.

• Whisper Track Publishing: Fixed audio cut-off in SIP consultation rooms by publishing the whisper track before the SIP call connects. Recipients hear the full announcement from the first word.

• Conference Caller ID: Caller ID is now properly passed through to conference participants and transfer recipients, so everyone in the call sees the correct identity information.

• Sub-Account to Sub-Account Calling: Calls between sub-accounts now properly generate dual call logs — one for each account. Both parties see the call in their own activity history with accurate duration and status.

Why This Matters​

Transfers That Actually Work: Your team can confidently transfer calls knowing they'll connect. No more apologizing to callers for dropped transfers or asking them to call back.

Professional Warm Handoffs: Clear whisper messages mean the receiving agent is fully briefed before the caller hears them. First impressions on transferred calls are as strong as on direct calls.

Accurate Records Everywhere: Dual call logs for sub-account calls and proper caller ID passthrough mean every account has an accurate, complete picture of their call activity.

AI Voice Optimization: Faster Responses, New Models, and Vision​

Speed and intelligence are everything in voice AI. We've optimized response times, added TTS caching, introduced new voice models, and enabled vision capabilities during live voice conversations — so your AI agents sound better, respond faster, and see what your callers see.

What's New​

• Voice Speed Optimization: Two rounds of voice latency optimization make AI responses noticeably faster. Your AI agents now respond with near-human speed, keeping conversations natural and callers engaged.

• TTS Caching: Frequently used text-to-speech phrases are now cached, eliminating synthesis delay on repeat playback. Greetings, hold messages, and common responses play back instantly.

• Vision on Voice Chat: AI agents can now process images shared during voice conversations. A caller can send a photo of a product, document, or issue, and the AI agent sees and responds to it in real time — no switching to a separate chat channel.

• Call Screening: New call screening functionality lets your AI agent qualify incoming calls before routing them to your team. Screen for intent, urgency, or specific criteria, and only connect the calls that matter.

• New Voice Models: Added the latest AI voice models with full voice configuration settings. Your AI agents can use the most natural-sounding voices available, with settings that the agent respects throughout the conversation.

• My Voice Setting: A personal voice selection option in the agent voice dropdown lets you assign specific voices to specific agents. Each agent gets its own identity and personality through its voice.

• AI Call Summaries: Every AI call now generates an automatic summary available as a workflow variable and displayed on the contact's activity timeline. Your team gets instant context without listening to recordings. Summaries are now generated for both inbound and outbound AI calls.

Why This Matters​

Speed Wins Conversations: Faster AI responses mean callers stay engaged instead of wondering if the line went dead. The difference between 2 seconds and 0.5 seconds of response time is the difference between a natural conversation and an awkward pause.

Visual AI Conversations: Vision on voice chat opens up entirely new use cases — insurance claims, tech support, product identification — where seeing what the caller sees changes everything.

Instant Context for Your Team: AI call summaries on every contact mean your team never walks into a follow-up call blind. Read the summary, know the situation, and pick up right where the AI left off.

Campaigns: Referral Funnels, Tracked URLs, and Drip Settings​

Turn your customers into your best salespeople. The new Campaigns system lets you build complete referral funnels with invitation emails, claim pages, and tracked URLs — plus configurable drip settings that respect your business hours and delivery pacing.

What's New​

• Campaigns v1: Build full referral campaigns with multi-step claim funnels, branded invitation emails, and tracked URLs. Each campaign gets its own management page where you can edit settings, duplicate campaigns, and monitor performance from the admin menu.

• Referral Claim Funnel: A multi-step claim flow guides referred contacts through email verification, phone verification, and account setup. Branded referral pages match your white-label design.

• Tracked URLs with Custom Domains: Campaign links and SMS short links use your tenant's verified custom domain instead of a generic URL. Better deliverability, stronger brand recognition, and full click tracking on every link you send.

• SMS Click Tracking: Every SMS link is automatically shortened and tracked. See exactly which contacts clicked, when they clicked, and which links drive the most conversions.

• Campaign Invitation Email Templates: Branded email templates for referral invitations are automatically styled with your tenant's branding. Send professional, on-brand referral invites without touching HTML.

• Drip Campaign Settings: Configure business hours so drip messages only send during appropriate times. Set the number of records per batch and the interval between sends (seconds, minutes, or hours) for precise control over delivery pacing.

• Campaign Management: Edit, duplicate, and manage campaigns from the admin menu with a 3-dot dropdown on each campaign card. Quick actions for the operations you do most.

Why This Matters​

Referral Programs That Run Themselves: The complete campaign funnel — from invitation email to claim page to account setup — runs on autopilot. Set it up once and let your customers drive growth.

Deliverability That Converts: Custom domain tracked URLs and branded short links mean your messages land in inboxes, not spam folders. Every link is trackable, so you know exactly what's working.

Drip on Your Terms: Business hours compliance and configurable batch sizes mean your drip campaigns reach contacts at the right time, at the right pace — no more blasting messages at inappropriate hours.

More Chat Widgets, More Customization: Full Screen, Orb, and Flexible Embedding​

The chat widget system gets a major expansion with new widget styles, full-screen mode, and deeper customization options. Whether you want a subtle orb in the corner, a full-screen conversational experience, or a widget embedded inline within your page — you now have the flexibility to match any use case.

What's New​

• Full-Screen Widget Mode: Launch the widget in full-screen mode for immersive conversational experiences. Perfect for dedicated support pages, onboarding flows, or landing pages where the AI conversation is the main event — not a sidebar distraction.

• Orb Widget Style: A compact, modern widget design that sits unobtrusively on your page until clicked. Includes a transcript toggle so visitors can review their conversation history without leaving your site.

• Chat & Voice Toggle: Visitors can switch between text chat and live voice conversation within the same widget. Start typing a question, then switch to voice for a more natural interaction — or vice versa.

• Target Div Placement: Control exactly where the widget appears on your page by targeting a specific div element. Embed it in a sidebar, a support page, or inline within your content — not just floating in the corner.

• Widget Customization Options: Configure widget appearance, behavior, and default settings to match your brand. Control colors, positioning, default open/closed state, and which capabilities (chat, voice, or both) are available to visitors.

• Website Data Context: Data extracted from your website is sent to the widget session, giving your AI agent real-time context about what the visitor is looking at when they start a conversation. A visitor on your pricing page gets a different conversation than one reading your blog.

• Widget Session Logging: Every widget interaction — chat messages, voice calls, page navigation — is persisted to the database and appears in the contact's conversation timeline. Your team sees the full picture of every visitor interaction.

• Support Widget in CRM: Your team now has a support chat widget accessible directly from the CRM left sidebar. Get help or access resources without leaving the platform.

Why This Matters​

Widget for Every Use Case: Full-screen for dedicated support experiences, orb for subtle engagement, inline for contextual help — pick the widget style that fits each page and scenario.

Brand-Consistent Experience: Customization options ensure the widget feels like a natural part of your website, not a bolted-on third-party tool. Your brand, your look, your conversation.

Context-Rich Conversations: Your AI agent already knows what pages visitors have been browsing. Conversations start with context, not cold intros.

Complete Interaction History: Widget sessions appear in your CRM timeline alongside calls, emails, and SMS. One unified view of every customer touchpoint.