Changelog
Follow up on the latest improvements and updates.
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new
improved
Phone & Text ☎️
Mobile App 📱
📱 Sticky Phone Number on Mobile
Meet Sticky Phone Number on Mobile — a quality-of-life upgrade that keeps and maintains the outbound number you choose for all subsequent calls. Fewer taps, fewer mistakes, faster dialing—especially powerful alongside Local Presence Dialing.
🚀 What’s New
- Your chosen number, remembered: When you explicitly pick an outbound number, the mobile app persists that choice across calls.
Crystal-clear reset rules: Your selection stays sticky until you log out or uninstall the app.
Applies where it matters: Works with User Assigned Number and Default account Outbound Number.
Local Presence stays smart: Unchanged behavior—Local Presence Dialing still dynamically selects the best local number as it does today.
🔁 Before vs. Now
Before: After every outbound call, the app reset the selected outbound number—even if you had just chosen one—creating friction (especially post Local Presence Dialing launch).
Now: Your explicit selection persists, so you don’t have to re-select an outbound number after each call.
⭐️ Big Wins, Fast
- Speed: Remove repetitive steps and place back-to-back calls without re-picking numbers.
- Consistency: Keep the same caller ID across sequences or campaigns when you want it.
- Confidence: Reduce misdials and ensure the number your contact expects is the one they see.
- Flow: Stay in the zone—dial, note, dial—with fewer interruptions.
new
Phone & Text ☎️
Mobile App 📱
📱 Custom Dispositions on Mobile
Meet Custom Dispositions on Mobile — the fastest way to turn every call into clear next steps. Choose an outcome right from your mobile app, and let it power your workflows, reporting, and follow-ups across iOS and Android.
🚀 What’s New
Call End Screen Support: Select a disposition the moment a call ends, or from the post-call view—no extra taps, no desktop needed.
Single Disposition Selection: Capture one definitive outcome per call (e.g., Follow Up), so your data stays clean and your team stays aligned.
Workflow-Ready: Use the Custom Disposition filter in workflows to trigger automations instantly—send follow-ups, create tasks, move deals, and more.
⭐️ New to Dispositions on Mobile? Big Wins, Fast.
Give your team crystal-clear call outcomes without switching devices:
- Action at the edge: Reps log outcomes the second a call ends—no memory gaps, no admin pile-up.
- Instant momentum: Every disposition can trigger the next best action (texts, tasks, pipeline moves), keeping deals warm.
- Cleaner data, better reporting: Consistent outcomes mean sharper insights and easier coaching.
new
Chat Widget 💬
💬 Expanded sound notifications for Live Chat Widget messages
👀 What’s New?
Sound notifications in the Live Chat Widget have been expanded to cover many more system and lifecycle messages, ensuring website visitors don’t miss important updates during a chat session.
Previously, sound alerts were limited to standard incoming chat messages. Now, sounds are also played for key moments like chat initiation, acknowledgements, welcome messages and form-related messages; all governed by the existing “Notification Sound” toggle.
With this enhancement, sound notifications are now triggered for the following message types:
1. Live Chat & Session Flow
Live chat intro message - when starting a live chat session and after successful contact form submission.
Acknowledgement message - when a chat is acknowledged or ended.
2. Business Hours Handling
Outside office hours welcome message: when business hours are disabled, when contact form is shown and when received during an active session.
3. System & Greeting Messages
Subheading message: Initial greeting for new visitors, when no previous chats are available and during inline mode initialization.
4. Forms & Redirects
Contact details requested message: when the contact form is displayed
Redirect message: after form submission when redirect is enabled
All of the above messages will now play a sound when they appear, provided the Notification Sound toggle is enabled.
⭐ Why It Matters
- Ensures visitors are alerted during every important chat interaction, not just agent replies.
- Improves responsiveness during chat initiation, acknowledgements and form-based flows.
- Maintains full control for businesses through a single toggle.
- Creates a more consistent and predictable chat experience for end users.
📝 Notes
Notification Sound is enabled by default for Live Chat widgets.
The toggle applies to all supported chat messages listed above.
Accounts can control this setting independently per widget.
Disabling the toggle will suppress all sounds, while messages will still appear normally.
new
Template Library 🖼️
🖼️ Media Library for WhatsApp Templates
Overview
We’ve enhanced WhatsApp Template creation and updates by integrating the Media Library directly into the header media selection flow.
Businesses can now reuse existing media assets or upload new ones—including audio files—without leaving the template builder. This reduces friction, improves consistency, and accelerates campaign setup.
new
Forms 📝
Surveys 📋
Quizzes 🤔
📝 Controlled side-tray behavior via settings icon
You can now open the side-tray by clicking the settings icon and close it while keeping your selection intact. This allows you to perform inline editing without losing your context.
Key Highlights
Inline editing is now much smoother on smaller screens. We have moved the side-tray controls to a dedicated settings icon, now available across Forms, Surveys, and Quizzes.

How It Works
- Open your form, survey, or quiz in the builder.
- Drag and drop an element to reveal the settings icon.
- Click the settings icon to open the side-tray.
- Close the tray at any time; your selection will remain intact for seamless inline editing.
Why It Matters
Optimized for Small Screens:
Resolves common inline editing challenges on smaller devices by maximizing available screen space.Enhanced User Experience:
Provides a more intuitive and flexible workflow, allowing users to focus on content without side-tray obstructionsnew
improved
Invoicing & Payments 💳
💳 PayPal Keyless OAuth Integration
What is new?
We have launched a new keyless PayPal connection experienceusing PayPal’s OAuth based integration and their latest integration SDK. This makes connecting PayPal faster, simpler, and more future ready as PayPal expands supported payment methods globally.
Here is what this enables for you:
- Frictionless setup - Accounts no longer need to search PayPal for API keys or credentials. They can connect PayPal in a few clicks with no manual configuration.
- Venmo support - Venmo can now show on checkout alongside PayPal and Pay Later, when available for the buyer.
- Faster access to new PayPal capabilities - As PayPal adds and upgrades methods, we can enable more of those capabilities on our side more quickly. Examples planned include direct credit and debit card processing, off session charging, manual subscriptions, and Apple Pay.
What you need to do?
New accounts -
All new accounts will see this new integration option by default.Existing accounts -
To switch to the keyless connection, go to the PayPal integration 'Manage' section and click 'Reconnect'. You would be redirected to PayPal page to finish setup.Why it matters?
- Faster onboarding - accounts can start accepting PayPal payments without technical steps or credential hunting.
- More ways to pay can improve conversions - Adding Venmo and expanding payment options gives buyers more flexibility at checkout.
- A more future proof integration - This SDK based approach helps you benefit from PayPal’s evolving payment methods with fewer changes required from your side.
new
Phone & Text ☎️
☎️ Missed Call WhatsApp Back and WhatsApp Media Retention & “Add to Documents”
Overview
Missed calls often mean missed revenue. To close this gap, we’ve launched Missed Call WhatsApp Back — a simple, built-in way to automatically follow up with customers on WhatsApp when a business misses a call.
Instead of relying on complex workflows or SMS-only responses, businesses can now instantly acknowledge missed calls on WhatsApp, where customers are far more likely to read and respond.
Summary
With Missed Call WhatsApp Back, your business automatically sends a WhatsApp message to customers when a call goes unanswered. This ensures every missed call still turns into a conversation — without any workflows, manual follow-ups, or additional setup.
What’s New
- ✅ Automatic WhatsApp follow-up on missed calls When enabled, a WhatsApp message is automatically sent to the caller as soon as a call is missed.
- ✅ New setting added A new toggle is now available under:
Settings → Phone System → Voice → Missed Call Text Back.
From here, businesses can enable WhatsApp follow-ups with a single click.
- ✅ Pre-approved WhatsApp template (ready to use)
The feature comes with a pre-filled, approved WhatsApp template:
“Hi this is {{location.name}}, I saw that we just missed your call. How can I help?”
This means you can go live immediately — no waiting for template approvals.
✏️ Fully customizable message
Businesses can customize the message to match their brand and use case, including support for personalization variables such as:
- {location.name}
- {agent_name}
- {booking_link}
- {business_hours}
Note: Customization is done directly within the Missed Call WhatsApp Back setting, not from the WhatsApp → Templates page.
📱 Sent from your default WhatsApp number
The WhatsApp message is always sent from your default WhatsApp number, ensuring a consistent and trusted customer experience.
🔁 Works alongside existing workflows
This feature works in addition to any workflows you’ve already configured for missed calls.
If you’re using workflows to send WhatsApp messages or trigger automations, they will continue to run as expected.
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Overview
Files shared on WhatsApp—such as photos, videos, PDFs, and documents—are often critical to customer conversations. Until now, these files could disappear automatically due to WhatsApp’s built-in limitations.
With this release, WhatsApp media inside the CRM is now reliable, long-lasting, and easy to manage. We’ve introduced two related improvements that ensure important WhatsApp files are never lost and can be stored alongside your customer records.
What’s New
- WhatsApp Media Is Now Retained for 1 Year
- All WhatsApp media is now automatically stored in the CRM for up to 1 year, including:
- Inbound media (files sent by customers to your business)
- Outbound media (files sent by your business to customers)
This works by default—no setup required.
new
improved
Automations ⚙️
⚙️ Workflows: Rich Text Editor for “Add Notes” action
What’s new
The Add to Notes action now supports Rich Text Editing - so you can format notes with bold, italics, underline, strikethrough, lists, and links for clearer, more scannable notes.
How it works
- Open Add to Notes.
- Type your message and use the toolbar to apply formatting (bold/italic/underline/strikethrough, bullets/numbering, links).
- Save - your formatted note is stored and visible anywhere notes appear.
Why it matters
Teams can highlight key details, create checklists for follow-ups, and link supporting docs - making notes easily scannable.

new
Calendar 🗓️
🗓️ Service Booking Variables Now Available in WhatsApp Templates & Flows
You can now use Service Booking variables directly while creating WhatsApp Templates and Flows.
Previously, these reminder-related variables were only available inside Workflows. With this update, the same dynamic service booking information can now be added to your WhatsApp messages, making it easier to personalize reminders and notifications.
What This Means for You
Add appointment and service booking details directly into WhatsApp templates.
Use the same dynamic variables across:
- Workflows
- WhatsApp Templates
- WhatsApp Flows
- Create more personalized and timely WhatsApp reminders without additional setup.
Why This Matters
Simplifies building service booking reminders on WhatsApp.
Ensures consistent messaging across automations and templates.
Gives you more flexibility to design end-to-end booking and reminder experiences within WhatsApp.
No action is required—this improvement is available automatically when creating new WhatsApp templates and flows
new
E-Commerce 🛒
🛒 Mobile UI Improvements – Sorting & Filtering
What’s New?
We’ve rolled out mobile UI enhancements to improve how customers sort and filter products across your ecommerce store. These updates ensure a cleaner layout, better usability, and a smoother shopping experience on mobile devices—helping shoppers find the right products faster.
Improved Sorting Experience (Mobile)
- A dedicated “Sort” button now appears in the top bar of the Product List Page (PLP) on mobile.
- Tapping the button opens a bottom sheet modal with sorting options such as:
- Date
- Alphabetical
- Price
- Users can easily dismiss the sort modal by tapping outside or swiping down.
Enhanced Filtering Experience (Mobile)
- A “Filters” button is now available in the PLP top bar.
- Filters open in a full-screen modal, optimized for mobile interaction.
- Available filter options include:
- Availability: In Stock / Out of Stock (both selected by default)
- Price Range: “From” and “To” numeric inputs
- A sticky footer keeps “Apply” and “Clear Filters” buttons always accessible.
- Active filters are indicated via a badge count on the Filters button.
- Product results update accurately based on applied filters.
Product Visibility Improvements
- The total product count is now visible on the Product List Page.
- The count dynamically updates as filters are applied or cleared, giving customers better context while browsing.
🛠 Builder & Customization Support
- Store owners can preview sorting and filtering interactions directly in the mobile builder preview.
- Customization options include:
- Background color for the Sort/Filter bar
- Text color for Sort and Filter buttons
- Styling for Apply and Clear buttons in the filter modal
Why This Matters
- Creates a cleaner, more intuitive mobile shopping experience
- Reduces friction when browsing large product catalogs
- Improves clarity, accessibility, and conversion potential on mobile devices
Key Points to Note
These improvements apply across mobile views of the Product List Page.
Sorting and filtering interactions are fully optimized for touch and small screens.
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