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.

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.

Resolves common inline editing challenges on smaller devices by maximizing available screen space.

Provides a more intuitive and flexible workflow, allowing users to focus on content without side-tray obstructions

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.

All new accounts will see this new integration option by default.

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.

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.

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.

Settings → Phone System → Voice → Missed Call Text Back.

From here, businesses can enable WhatsApp follow-ups with a single click.

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.

Businesses can customize the message to match their brand and use case, including support for personalization variables such as:

Note: Customization is done directly within the Missed Call WhatsApp Back setting, not from the WhatsApp → Templates page.

The WhatsApp message is always sent from your default WhatsApp number, ensuring a consistent and trusted customer experience.

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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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.

This works by default—no setup required.

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.

Teams can highlight key details, create checklists for follow-ups, and link supporting docs - making notes easily scannable.

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.

Add appointment and service booking details directly into WhatsApp templates.

Use the same dynamic variables across:

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

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.

These improvements apply across mobile views of the Product List Page.

Sorting and filtering interactions are fully optimized for touch and small screens.

We’ve enhanced the reliability of video conferencing tool integrations by introducing automatic meeting link generation for future appointments that were missing meeting locations due to a temporary video conferencing tool disconnection (e.g., Zoom, Google Meet, MS Teams).

Previously, if your integration was broken or disconnected and you later reconnected it, any appointments created during the downtime remained without a meeting link, requiring manual updates — leading to confusion and missed meetings.

Now, when the video conferencing tool is reconnected, meeting links will be automatically attached to all affected upcoming appointments — saving you time and ensuring your meetings stay on track.

Once a video conferencing tool is reconnected, the system will:

⛔ Prevents confusions and missed meetings due to missing meeting location

✅ Reduces the need for manual updates after reconnecting tools

🔄 Makes your calendar smarter and more reliable

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.

You can now right-click any action in the Workflow Builder to open a quick action menu - your go-to tools at your cursor (copy, move, delete, notes) without hunting for the three-dot menu. This cuts navigation and speeds up your common edits.

Keep building - no extra navigation required.

Fewer clicks and less hunting through menus - actions are under your cursor.

Faster edits that match familiar desktop app behavior.

This update allows you to seamlessly handle situations where contacts get merged. When two contacts are merged, your automation keeps going without any issues.

When the old contact gets deleted during the merge, we automatically hand off the workflow to the main (master) contact so nothing falls through the cracks.

Bottom line: the workflow continues smoothly under the right contact.

Merge your contacts (eg, a duplicate into the main one).

If the master contact is not already in a workflow, we move the current progress to the master contact and continue the execution.

If the master contact is already in a workflow, we stop the extra run and keep the one thats already running. You’ll see this note: “Contact is removed from the workflow since the enrolled contact was merged, and the master contact is already enrolled in the workflow.”

Works even when several contacts are merged into one - we handle them all.

Live Chat guest converts to a known contact

A visitor starts a chat as “Guest” and enters your follow-up workflow. Later they add an email that matches an existing contact.

Result: The workflow hands off from “Guest” to the existing (master) contact and continues - no steps lost.

You’ll see a Contact Merge action in the execution logs for clear traceability.

This prevents accidental stops and avoids duplicate journeys for the same person.