3 posts tagged with "reporting"

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.

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.

Call Billing Intelligence: Real-Time Cost Tracking for Every Conversation​

Knowledge is power—especially when it comes to your phone bill. We've launched a comprehensive Call Billing Intelligence system that gives you granular, real-time visibility into every call your team makes. Track costs per agent, per campaign, per disposition, and never be surprised by a bill again.

What's New​

• Per-Call Cost Tracking: Every inbound and outbound call is now metered and logged with precise duration and cost breakdowns. See exactly what each conversation costs the moment it ends.

• Duration-by-Status Analytics: Understand where your call minutes go. Track time spent on answered calls, voicemails, hold time, and forwarded calls—all broken out by disposition status so you can optimize your team's efficiency.

• Agent-Level Billing: See cost-per-agent metrics across your entire team. Identify your most efficient callers, track per-campaign ROI, and make data-driven staffing decisions.

• Outbound & Inbound Split: Full cost separation between outbound prospecting and inbound support calls. Route budgets intelligently and allocate spend where it drives the most value.

Why This Matters​

No More Bill Shock: Real-time cost tracking means you always know where you stand. Set budgets with confidence and catch overages before they happen.

Optimize Team Performance: Agent-level billing data reveals who's converting efficiently and where coaching opportunities exist. Turn call data into actionable insights.

Campaign ROI, Instantly: Know the true cost of every Power Dialer campaign, every outreach sequence, every follow-up series. Calculate ROI with precision, not guesswork.

Built for Scale: Whether you're running 100 calls a day or 10,000, the billing system scales with you—accurate to the second, updated in real time.