Changelog

Follow up on the latest improvements and updates.

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Overview
When you refresh a snapshot, it can delete steps in related workflows. Before, contacts waiting on those deleted steps could get stuck and needed manual cleanup. Now we auto-remove those contacts and show a brief heads-up only when a workflow is affected - so nothing stalls and you know exactly what changed.
What’s new
  • If a snapshot refresh deletes a step (eg. wait step), any contacts waiting on that step are now removed automatically so they don’t get stuck.
  • You’ll see a one-time heads-up the next time you open an affected workflow (shown only when it applies).
  • In the Execution Logs, you’ll also see “Removed by - Snapshot Refresh” with details in the side panel.
How it works
  1. Refresh a snapshot.
  2. If steps were removed, the system cleans up waiting contacts and shows a brief notice on first open.
  3. No action needed.
Why it matters
Prevents stuck contacts, keeps automations accurate, and saves time on manual cleanup.
Notes
  • Applies to workflows created from snapshots when a refresh deletes steps.
  • Directly deleting a step in a workflow already removes waiting contacts (unchanged).
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🆕 What's New
We've improved the CTA Section of the Quiz Results Page to make configuration faster and smarter, especially for quizzes with multiple tiers (Low/Medium/High). These updates aim to streamline the setup process and improve the end-user experience.
✨ Key Highlights
1) Default Values by Tier:
When setting up a CTA for the first tier (e.g., Low) of a category, the Section Content, CTA Name and CTA Link will now automatically populate as default values for the remaining tiers (Medium and High). This ensures faster configuration with fewer repetitive actions.
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2) Smarter Display Logic:
If the CTA Name or CTA Link is left blank for a tier, the CTA button will be hidden, and only the associated content will be shown. This allows for a cleaner presentation when CTAs are not needed.
3) Applies to New and Existing Quizzes:
New Quizzes: All new quizzes will use this behaviour by default
Existing Quizzes: Changes will only apply after the quiz is re-saved in the builder
⚙️ How It Works
  • In the quiz builder, configure the CTA for the first tier (e.g., Low)
  • The CTA Name and Link will auto-fill as defaults in the other tiers of the same category
  • If you choose to leave either field blank in any tier, the CTA button will not appear for that tier
  • For older quizzes, make sure to save them again to apply these enhancements
📝 Notes
These enhancements aim to reduce setup friction and give creators more control over when and how CTAs are shown in the results. Simple, clean, and smarter quizzes ahead! 🚀
Overview
We’ve enhanced calendar privacy when accessing accounts via the Login As functionality. Third-party calendar events now consistently respect privacy controls, even when viewed through elevated access.
What’s New
When using Login As functionality:
  • The Hide third-party event details setting is not shown in Calendar Settings or My Profile
  • Third-party event details are never displayed and will appear as Busy instead
  • Event details remain visible only to the event owner
The original behavior remains unchanged:
  • If Hide third-party event details toggle is ON → All third-party events show as Busy for others in calendar view
  • If Hide third-party event details toggle is OFF → Only private third-party events show as Busy in calendar view
Why It Matters
This enhancement strengthens privacy and security by ensuring third-party calendar details stay protected across all access methods, while preserving existing calendar behavior for end users.
We’re excited to announce that the Service Booking Public API is now live 🎉
This release enables developers and partners to programmatically create, manage, and retrieve service bookings—unlocking deeper integrations and automation around service-based scheduling.
📦 What’s Included
The Service Booking Public API supports the complete booking lifecycle:
  1. Get All Service Bookings: Retrieve service bookings within a selected date range, with an optional filter of service location.
  2. Create Service Booking: Create new service bookings with support for multiple services, add-ons, and other booking-related details.
  3. Get Service Booking by ID: Retrieve detailed information about a specific service booking, including services, assigned staff, add-ons (if any), and assigned resources.
  4. Update Service Booking: Update existing service bookings, including time, service location, status, services, and other booking details.
  5. Delete Service Booking: Delete a service booking. This action will also remove all events associated with the booking.
💡 Why This Matters
  • With the Service Booking Public API, developers can:
  • Build custom booking flows for service-based businesses
  • Seamlessly sync service bookings with external systems
  • Automate booking creation, updates, and cancellations
This release makes service scheduling more flexible, extensible, and scalable for our ecosystem.

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Template Library 🖼️

🖼️ Introducing New Templates

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
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🆕 What's New?
We’ve launched a revamped URL Redirect interface with an improved, intuitive user experience, making it easier to set up and manage 301 redirects. This update also introduces support for full domain-level redirects to external domains not connected to your account.
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🆕 What's New?
We’ve introduced new engagement metrics to help you better understand how users interact with your site over a selected time period.
Average Time on Site
  • Shows the average amount of time users spend on your site during the selected date range (daily, weekly, or custom).
  • Calculated as total time spent by all users divided by the total number of sessions.
  • Helps indicate how long users typically stay engaged with your site over time.
Average Session Duration
  • Displays the overall average time users spend per session across the selected date range.
  • Calculated as the sum of all session durations divided by the total number of sessions.
  • Helps measure general user engagement across the site.
Bounce Rate (Under 30 Seconds)
  • Shows the percentage of sessions where users leave the site within the first 30 seconds after landing.
  • Calculated as the number of sessions that ended within 30 seconds divided by total sessions, multiplied by 100.
  • Helps identify short-lived or low-engagement sessions, often caused by unmet expectations, slow load times, or irrelevant content.
How It Works
  1. Open Site Analytics
  2. Select the Average Time on Page view
  3. Time spent is calculated per site visit
  4. Data is aggregated and displayed as averages, medians, and trends
Why It Matters
  • Identifies strong and weak engagement points across funnels, websites, and webinars
  • Provides clearer signals for content, UX, and design optimization
  • Reduces guesswork when improving retention and conversions
  • Enables data-backed decisions using real user engagement behavior
What's New
The Opportunity Changed trigger now supports event-based operators. Previously, this trigger worked as a filter—firing for any change on opportunities matching specific field values. Now, with Has Changed and Has Changed To operators, you can trigger workflows only when a specific field actually changes.
New Operators for Standard Fields
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New Operators for Custom Fields
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Why This Matters
Previously, setting a trigger with "Assigned To = John" would fire on every update to John's opportunities—notes, lead value, tags—creating unintended triggers. Now, with "Has Changed To," you can trigger only when the Assigned To field changes to a specific user, ignoring all other updates.
How to Use
Add or edit an Opportunity Changed trigger, select your field (standard or custom), and choose from the new operators. Existing workflows default to "Equals" behavior, nothing breaks.
🧭 Overview
We’re excited to release a comprehensive set of Schedules APIs and documentation, enabling users to create, manage, assign, and query schedules/staff availability across calendars programmatically. These APIs unlock deeper automation, powerful integrations, and precise availability control for teams and users at scale.
🚀 What’s Included
🛠️ Core Schedule Management
  • Full CRUD support for creating and managing schedules
  • Define rule-based availability (weekday rules and date-specific overrides)
  • Support for multiple availability intervals per day
🔍 Discovery & Administration
  • Searchable and filterable schedules list
  • Pagination and filtering, built for admin dashboards, bulk tools, and analytics
🔄 Schedule–Calendar Associations
  • APIs to dynamically assign or un-assign schedules from calendars
  • Validations to prevent invalid or cross-location schedule assignments
  • Safe handling to avoid orphaned or disconnected calendars
📅 Event Calendar Support
  • Dedicated APIs for managing event calendar-specific availability
  • Automatically handles schedule creation and updates for event-based use cases
🎯 Why This Matters
Provides teams with full programmatic control over schedules and their relationships with calendars
Helps agencies and locations manage availability across large teams and multiple locations
Supports dynamic schedule updates based on workflows, staffing changes, or external systems
Ensures scalable, consistent scheduling logic across the platform
We've made the AI Assistant more efficient by teaching it to recognize when a knowledge base search is actually needed.
What's New
The AI Assistant now skips unnecessary knowledge base lookups in two key scenarios: simple conversational messages like "Hi," "Hello," or "Thanks," and workflow analysis requests such as "Analyse my workflow" or "Explain this workflow." These analysis queries rely on the workflow context you're already viewing, not external documentation.
Instead of searching on every message, the assistant only triggers a lookup when there's meaningful content that would actually benefit from it.
Why This Matters
Faster responses for simple interactions and workflow analysis, no waiting on searches that won't help anyway.
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What's New
Autosave now works with AI Builder created workflows. When Autosave is enabled, your AI generated workflows save automatically upon creation and every subsequent AI Builder edit saves in the background.
How It Works
Enable Autosave in global workflow settings, then generate workflows using AI Builder, they'll save automatically. Further edits made through AI Builder continue saving without manual intervention.
Why This Matters
Build confidently with AI without worrying about lost work from forgotten saves, network issues, or browser refreshes.
Overview
We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared. This update introduces cleaner PDF layouts, more control over PDF attachments in notifications, and UI improvements across submission settings. Quiz results can now also be shared via email as a PDF.
✨ What’s New
1. New Submission Layout (Forms)
  • Updated submission layout for improved readability and consistency.
  • Optimized for both on-screen viewing and PDF generation.
2. PDF Download Options (New vs Legacy)
  • Added a dropdown selector instead of a tooltip.
  • Users can now choose between: New PDF layout (improved formatting) or Legacy PDF layout (existing format)
  • Available directly from submission views.
3. Email Notification: PDF Attachments
  • New “Send attachment” option added to notification settings.
  • When enabled: Submission details are automatically generated as a PDF
  • PDF is attached to notification emails
  • Works for forms, surveys, and quizzes.
  • Quiz results can now also be shared via email as a PDF. Quiz notifications now support two distinct PDF attachment options: Send Quiz Submissions as a PDF and Send Quiz Results as a PDF
🎯 Why This Matters
  • Automatically sends PDFs with submission emails
  • Cleaner layouts for easier reading and sharing
  • More control over what gets sent (submissions, results, or both)
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