Changelog
Follow up on the latest improvements and updates.
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new
improved
Reputation ⭐
⭐ Review Widget - New Floating Badge & Slider Widgets + AI Styling
🎉 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.
✨ What’s New:
🪄 Floating Badge Widget
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
🎞️ Slider Widget
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
🎨 Template Library – Plug-and-Play Designs
Choose from a growing collection of beautifully designed templates
Switch styles instantly with no coding needed
🖌️ Deeper Style Customisation
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
🤖 AI Review Summary – Now Fully Configurable
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
🔧 How It Works
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!
new
Invoicing & Payments 💳
Mobile App 📱
📱 Mobile Payments: Active Transactions inside POS
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!
new
improved
Calendar 🗓️
🗓️ Calendar Settings Just Got Easier to Understand!
🧭 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.
new
improved
Dashboard 📶
📶 Account Dashboards: Custom Fields in Table Widget
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.
👀 What’s New?
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
👷 How It Works:
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.
⭐ Why it Matters:
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.
new
improved
Websites & Funnels 🖥️
Forms 📝
Surveys 📋
🖥️ Form and Survey Builder Now Opens in a Pop-Up inside Funnel Builder!
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.
Key Highlights
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.
How It Works
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.
Notes
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.
new
Conversations 🗣️
A.I. 🤖
🗣️ Conversation AI - Human Handover
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?
- Enable Human Handover
Go to Bot Goals.
Select Human Handover and toggle it ON to start configuring.
- Choose a Scenario to Trigger the Handover
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.
- Configure What Happens Next
Customize the handover workflow:
Assign Conversation to a User
Choose a staff member or auto-assign based on existing assignment.
- Create a Task
Checkbox to auto-create a task.
Default description: "will be created by AI", due in 24 hours.
- Send a Closing Message
Default: "Thank you! Someone from the team will get back to you."
- Pause the Bot
Temporarily disable AI messages for a specific time.
- Create Tags
Default tag: human_handover
- Manage Notifications for Human Agents
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.
new
Phone & Text ☎️
☎️ Use Physical Deskphones linked to your CRM (SIP Endpoints)
Use your physical Deskphone with Connect (SIP Endpoints)
Use a VoIP deskphone that's always connected to your CRM
Make Outbound and Inbound calls with your Deskphone
Blind Transfer calls to your team members
Use call recording and transcription
Available via Labs
new
E-Commerce 🛒
Websites & Funnels 🖥️
Invoicing & Payments 💳
💳 International Automatic Taxes (Includes VAT)
Business can now configure and apply automatic taxes for multiple countries including and outside the United States, ensuring accurate, compliant tax calculations across global checkouts.
What's New?
Businesses can select multiple countries for automatic tax calculation and also add country-specific VAT IDs or local tax ID numbers.
Businesses can configure and manage nexus addresses to determine tax obligations in different geographies.
Taxes are automatically applied on checkouts and invoice payments based on the customer’s address.
Applicable across all checkout types — Funnels, Payment Links, Invoices, and Estimates, Ecommerce Stores — for all payment providers.
Product-level configuration now supports global auto taxes.
List of countries where automatic tax calculations would work is available in the list of Nexus Addresses.
Any country where the business is required to collect taxes should be added to the list of nexus addresses. In case of US & Canada, respective states should be added wherever tax calculation is required.
Adding countries/states can be done as a bulk action by selecting multiple countries/states in one go.
Deleting countries/states need to be an individual activity but deleting a country with states separately added like Canada, will also delete the status from the list of Nexus address.
A business can also plug in their Tax ID when adding a nexus address for a country - If there are additional tax benefits or applications based on the ID, it would be considered on the checkouts while calculating the taxes.
This business Tax ID can be edited from the list of configured nexus addresses.
For Existing US Automatic Tax users:
A guided migration flow is made available in the same tax setting UI.
Can Reconfigure the new global system via the UI.
Will need to reconfigure nexus addresses and auto tax settings for all sub-accounts and products.
Deprecation plan in place for the old US Auto Tax system in 6 months with clear warnings and fallback behavior.
What's Next?
Capturing Business identification numbers or relevant tax IDs on all checkouts in case the end customer is a business to recalculate taxes based on the tax category, address as well as the business id.
Enabling/Disabling automatic taxes on a product level.
Cross border taxes (Custom Duty taxes) - In case a product is purchased and sold in different countries
Where can I configure automatic taxes
Global tax setting - Payments > Settings > Taxes > Automatic Taxes
Product level settings - Payments > Products > Edit/Create > Product Tax Code
new
Email 📬
📬 Hide Countdown Timers in Apple Mail
Problem Statement
For contacts using Apple Mail on iOS 15+, countdown timers were being pre-cached, showing inaccurate countdowns when the email was opened.
What’s New
You can now hide timers for Apple Mail users to avoid showing incorrect countdowns. Just enable a simple checkbox in the timer settings.
How to Use
Go to Marketing → Countdown Timer
In Timer Styling Settings, check "Hide for Apple users"
Use the timer in any email as usual
Note
To ensure proper redirection regardless of device or email client, always use the dynamic link in a button.
new
Invoicing & Payments 💳
💳 Customize Payment Links with Your Brand Colors
What’s New
Payment links just got a visual upgrade! Whether you’re closing a deal or selling a product, your links can now reflect your brand personality—down to the colors and buttons.
Brand Board Integration: Now you can apply your Brand Board styling directly to all your payment links—logos, colors, button shades, and more.
Custom Theme Builder: Prefer to fine-tune? Use the "Choose Theme" option to set custom background and button colors
See live preview instantly
How to use?
Go to Payments -> Settings
Payment Link customization
Select Brand Board or Custom Colors as per your requirement
Save and all your payment links will now appear in this new theme
Why We Built This?
To ensure your payment links are as per your brand theme and you can use them in flows wherever needed while keeping the brand voice consistent.
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