We are introducing a new Troubleshoot option in Facebook integration, along with some enhancements to make the use of FB features more comprehensive.

Moved Settings and Disconnect button to three dot menu to de-clutter the integration view

Show a warning icon on the integration if the Forms are not mapped, with a redirection link to Facebook Form Field Mapping.

Show a warning icon on the integration if there are missing permissions, and inform users to 'Troubleshoot' their connection.

Added Troubleshoot option to debug missing permissions and other issues related to FB integration, including the support to Sync leads for multiple FB Pages.

Flow: account >> Integration >> FB integration card >> Troubleshoot

Users can see what permissions are disabled and how these disabled permissions will impact the integration features

Link to FB document on how to resolve in case some pages are not visible to select.

The custom value error checklist now covers more content types for thorough error tracking.

The checklist in Email Campaign was previously limited to text and button elements, leaving other content types like images, videos, and forms unchecked.

Ensuring comprehensive error detection across all content types.

With this functionality, businesses would be able to collect payments using invoices in cases where automatic collection of a subscription payment fails for native integration payment providers.

An invoice would be automatically created every time there is payment failure for a subscription and would also be sent to the customer.

This will be done in parallel with the ongoing subscription payment retries.

The customer's payment can either complete with existing retries or they can pay using the invoice.

As soon as payment is collected via the invoice, subscription would become active again, provided there are no other unpaid open invoices present for the subscription.

These invoices would function similar to any other invoice with the exception of limited edit available i.e. the invoice amount, customer, email content, etc. cannot be edited and would reflect what is already there in the subscription.

Payments > Subscriptions > Subscription Details > Invoices

Payment providers supported with this feature-

NMI, Authorize.net, Square

Businesses would be able to define and edit the email template that would go to the end customers in case of invoices sent for subscription payment failures.

We are thrilled to introduce WhatsApp Channel Support in Conversational AI Account.

With this enhancement, all features of Conversational AI are now enabled for WhatsApp, providing a seamless and powerful way to engage with your audience on the platform.

Navigate to Settings > Conversational AI.

Enable WhatsApp as a supported channel for your Conversational AI bots.

Once configured, WhatsApp can be utilised for all the conversations!

WhatsApp integration must be set up and active in your account to use this feature.

All existing features of Conversational AI in an account are now fully enabled and functional for the WhatsApp channel too

Previously for most of the workflow actions, we were showing the executions in two steps waiting and executed.

This adds up more lines to the execution logs and makes it cluttered and a bit difficult to understand specifically for our customers.

With this change, we are now showing only end statuses. i.e. executed. In case an action is still in progress we show waiting status until it completes.

This will help the customer have a cleaner view of execution logs.

This is only for selective actions. The actions like wait step, manual actions will still show up as 2 different logs.

We have introduced a Template Library in the Docs and Contracts sections of the platform.

Users can now access a collection of pre-made templates for common documents.

This feature speeds up document creation, helping users send documents faster.

We built the Template Library to make it easier for users to quickly create and send documents.

Many users were spending time starting from scratch for standard documents, which slowed them down.

We’ve introduced the ability to send Review Requests via WhatsApp directly from the Reputation Management platform. This feature provides a new, personalized channel to gather customer feedback efficiently.

Single Requests: Send to individual customers from the Reviews section.

Bulk Requests: Upload a customer list (CSV format), map the fields, and send in bulk.

Workflow Automation: Use workflows to automatically trigger WhatsApp review requests based on specific events (e.g., post-purchase).

Expanded Reach: Engage customers on a familiar and widely-used platform.

Streamlined Feedback Collection: Simplify and personalize the process of gathering reviews.

Enhanced Reputation: Boost your online presence with consistent and timely review requests.

Take advantage of this feature to strengthen customer relationships and elevate your reputation today!

This release transforms how you manage your contacts by providing a streamlined, intuitive, and unified experience that centralizes all essential information and actions in one place. Say goodbye to cluttered screens and hello to a streamlined, seamless, intuitive experience that redefines how you interact with your contacts.

Go to the contacts tab on your Mobile and dive right in to performing all the actions with ease.

Exciting updates lined up for the Contacts module! Here’s a sneak peek at what's coming next:

We are thrilled to announce our latest update to Mobile Payments - direct payments within estimates! Subaccount admins/users can now enable a direct payment option inside an estimate before sending it to their customer. Once the customer accepts the estimate, they will automatically be redirected to the invoice page, where they can complete the payment online.

Open the mobile app with your preferred account.

Navigate to the Estimates section using the lefthand navigation drawer.

Create a new estimate or edit an existing draft estimate.

Fill out all the details just as you would - Estimate name, number, issue date, expiry date, contact, and the list of items

Upon reaching the review page, scroll to the very bottom of the screen.

Under the title "Payment Settings", toggle "Enable Direct Payments" on.

Send the estimate to your customer via email, sms, or both.

Once your customer opens the estimate on their browser window and accepts it, they will automatically be redirected to the Invoice, where they can perform the payment online.

In case the payment fails to go through, you can navigate to the Invoices section, and head over to that invoice tile.

You can then resend that invoice or record payment offline using tap to pay, cash, card, or manually entry by left-swiping/long pressing on the invoice card and selecting Record Payment.

We are thrilled to announce our latest update to mobile payments - the ability to download estimates from the mobile app. Now download a PDF copy of your signed estimate by navigating to the estimates section on the mobile app, long-pressing on the estimate tile, and selecting “Download estimate”.