March 5, 2026
FeatureWorkflow
Automatically Assign Contacts to the Correct User Based on IVR Call Responses
March 5, 2026
FeatureWorkflow
Add Private Whisper Messages to Your IVR Call Transfers for more Context
You can play a private “heads-up” message to your team before they are connected to a caller via the Connect Call (IVR) action. This allows your staff to hear key details, such as the contact’s name or intent, ensuring they are fully prepared for every conversation.
Every workflow trigger features a built-in description that explains exactly how and when it fires during the setup process. This simplifies automation building by providing instant clarity without the need for external documentation.
March 5, 2026
FeatureWorkflow
Use Company-Level Variables to Personalize and Automate Contact Workflows
You can reference company details like name, address, and website directly within your contact workflows for precise messaging and logic. These variables allow you to trigger actions based on a contact’s associated business data without manual mapping.
March 5, 2026
FeaturePayments
Built-in Tools to Define Cost Prices and Track Profit Margins for Your Products
March 5, 2026
EnhancementWorkflow
Restore Workflow Versions Automatically Across Standard and Advanced Builders
Workflow Version History recognizes which builder was used for each saved version and automatically switches to the correct interface upon restoration. This ensures your workflows remain perfectly aligned and functional without any manual adjustments.
March 5, 2026
FeatureMedia Storage
Connect Your Canva Account Directly to Media Storage for Seamless Designing
You can export multiple company records simultaneously, allowing for quick data sharing and offline reporting. This provides a real-time progress modal and the flexibility to download either a specific selection of records or your entire company database into a single CSV file with one click.
February 26, 2026
FeatureWorkflow
Complete Rollout of Tag Filtering for Opportunity and Invoice Triggers
Advanced tag filtering is fully integrated across the platform, and includes Opportunity Created, Opportunity Changed, Pipeline Stage Changed, and Invoice events. This rollout allows you to build sophisticated automations by filtering triggers based on multiple tag combinations, ensuring your…
February 26, 2026
FeatureFunnels and Websites
Accountability with Audit Logs for Deleted Builder Assets
The Page Builder provides increased visibility by logging the deletion of key saved assets, including Section Templates, Global Sections, and Element Templates. Each “Deleted” entry in the Audit Logs captures the asset name, ID, and timestamp, ensuring a clear trail for troubleshooting and internal…
February 26, 2026
EnhancementTriggers
Advanced Workflow Automation for All-in-One Chat Widget Replies
The rich text editor for Services v2 provides advanced formatting tools to create engaging and professional service descriptions. You can use bolding, bulleted lists, hyperlinks, and custom colors to organize your content and improve clarity for your customers.
This allows you to select and configure availability for multiple dates at once within Meetings and Rentals. By automatically grouping consecutive dates into manageable blocks, the system eliminates repetitive data entry while keeping your calendar organized for holidays and special events.
February 26, 2026
EnhancementOpportunities
Streamline Lead Management by Sending Prospects Directly to Your Pipelines
The Prospecting Tool integrates seamlessly with your account, allowing you to automatically add new prospects to specific sales pipelines and stages. By using this feature within your accounts, you can instantly turn discovery into deal management while tracking “Prospecting” as the official…
You can view or edit invoices and estimates in separate browser tabs via the three-dot menu. This allows you to manage multiple documents simultaneously without losing your scroll position or filters in the main list.
You can instantly add existing audio and video files to course lessons directly from your Media Storage. This streamlines content creation by eliminating duplicate uploads and centralizing your media management.
You can trigger and manage Manus AI tasks directly within workflows without using third-party tools. This allows you to automate complex AI logic, from creating and updating tasks to reacting to task lifecycle events.
Users can dial teammate extensions directly between deskphones and transfer incoming IVR calls to other deskphone users. This removes hand-off limitations, ensuring seamless communication across your hardware network.
February 19, 2026
EnhancementAI Bot
AI Builder Supports Conversational Editing for If-Else and Wait Actions
You can modify complex branching logic and wait conditions through simple conversational prompts without manual configuration. This ensures a seamless building experience by allowing you to refine entire workflows within the AI Builder.
February 19, 2026
FeatureCampaigns (Automation)
AI Builder and Assistant Feature Integrated Voice Dictation
You can create workflows and ask queries using voice commands in your preferred language for a faster, hands-free experience. This streamlines the building process by instantly transcribing your spoken ideas into functional automations.
Our Highlight Contact Path feature provides real-time visibility into errors, skipped nodes, and active progress. This simplifies automation debugging by allowing you to track a contact’s entire journey directly within the workflow builder.
February 12, 2026
FeatureMemberships
Member-Specific Course Access and Private Courses for Communities
Community admins can manually grant or revoke access to specific courses for individual members, providing direct control over educational content. Additionally, the “Private Course” visibility setting allows for the creation of exclusive, invite-only programs that remain locked until an admin…
February 12, 2026
FeatureWorkflow
Ability to Pause Individual Workflow Actions in the Standard Builder
You can temporarily enable or disable specific actions within your workflows without the need to delete or disconnect nodes. This allows for safer testing and debugging by letting contacts skip paused steps while maintaining the overall integrity of your automation logic.
February 12, 2026
EnhancementTriggers
Advanced Tag Filtering and Multi-Select Support Available in Workflow Triggers
We have workflow triggers with advanced tag operators and multi-select capabilities, allowing for more precise and flexible contact filtering. You can combine multiple tag conditions using “Any of” or “None of” operators to create highly targeted automation logic.
February 12, 2026
EnhancementCampaigns (Automation)
'Find Contact' Action Supports Secondary Email and Phone Search
The “Find Contact” workflow action has been updated to include secondary email addresses and phone numbers in its search criteria. This enhancement ensures more accurate contact matching by scanning all stored contact information rather than just the primary fields.
February 12, 2026
EnhancementCampaigns (Automation)
Streamline Your Project Management with Native Monday.com Integrations
We have native Monday.com triggers and actions for Workflows, allowing for seamless, real-time synchronization between your account and project boards. This eliminates the need for third-party tools by enabling you to automate task creation, status updates, and client onboarding directly within…
Enhance your workflows by connecting to over 300 AI models via OpenRouter to automate personalized messaging, content creation, and data summarization. This allows you to leverage specific system prompts and real-time testing to ensure high-quality, tailored AI responses across all your…
Social Planner allows you to include full post descriptions in your RSS feeds and preview up to five items simultaneously for better formatting control. Additionally, platform-aware content generation ensures your posts respect specific character limits while preserving essential links.
To provide a cleaner interface, the “Manage Smart List” and “Restore” options are in the three-dot (⋮) actions menu next to the “Add Contact” button. This streamlines the contact list view while keeping essential management tools easily accessible within your workspace.
You can ensure the collection of critical visitor information by marking specific contact form fields as mandatory within the Chat Widget. This applies to both default and custom fields, requiring visitors to provide necessary details before a conversation begins or continues.
February 5, 2026
EnhancementOpportunities
Streamlining Pipeline Management with Bulk Delete and Restore for Opportunities
Efficiently manage your pipeline by removing multiple opportunities at once with our bulk delete feature, available in the Labs section. This includes a 60-day recovery window, allowing you to restore deleted records and track all bulk actions for complete transparency.
February 5, 2026
ImprovementSocial Media
Monitoring Social Media Performance with Dashboard Statistics Widgets
You can track aggregated social media metrics, such as reach and engagement, directly from your main dashboard. These customizable widgets allow you to filter data by platform or account, providing instant visibility into your social content performance.
Unlock a faster editing experience by using our keyboard shortcuts to navigate elements, manage layers, and save changes instantly. Simply press Shift + / within the builder to view the full list of supported commands across your funnels, websites, and blogs.
Our AI-driven compliance review automatically scans your opt-in forms and legal policies to identify potential gaps before carrier submission. This provides actionable feedback on CTIA and TCR requirements, helping to reduce rejection rates and streamline your A2P approval process.
We have a dedicated “Product Review Submitted” trigger that allows you to automate responses and internal alerts as soon as a customer leaves feedback. This includes customizable filters for ratings and specific products, helping you manage reviews and improve customer engagement effectively.
January 29, 2026
FeatureConversation AI
Indefinite Bot Sleep Settings for Manual and Workflow Interactions
You can keep your automation bot in sleep mode indefinitely after sending manual or workflow-triggered messages to a contact. This provides full control over your conversations by allowing you to disable automatic reactivation and maintain manual oversight for as long as needed.
We have Social Planner widgets that allow you to monitor key performance metrics like reach and engagement directly from your dashboard. These tools provide a clear, aggregated overview of your social media impact across various platforms and accounts.
Our native Google Forms integration that allows you to trigger automated workflows and map responses directly to your system. This built-in functionality streamlines your data collection by eliminating the need for third-party connectors and supporting complex conditional logic.
Our platform utilizes advanced backend optimizations to ensure rapid load times and seamless navigation across all reporting modules. These built-in efficiencies reduce network requests and execute data calls in parallel to provide a smooth, responsive experience for data-heavy setups.
January 22, 2026
EnhancementConversations
Streamline Your Workflow with Customizable Conversation Views
Save your most frequent filters as reusable views to switch instantly between high-priority, unassigned, or channel-specific conversations. This reduces repetitive tasks and allows admins to share views across teams for better alignment and faster response times.
January 22, 2026
EnhancementConversations
Conversations UI: Real-Time Unread Counters and Standardized Date Formats
Stay organized with instant unread conversation counts for every inbox and a standardized date format for clearer timeline tracking. These eliminate confusion and ensure you can manage your communications with greater precision and ease.
January 22, 2026
EnhancementWorkflow
AI Builder: Advanced Logic and Precision for Workflow Wait Steps
Our AI Builder seamlessly handles complex, multi-layered “Wait” requests, including time delays, business hours, and reply timeouts within a single prompt. This improves automation accuracy by ensuring valid time values and stable workflow structures for a more reliable experience.
January 22, 2026
FeatureSocial Media
Schedule Instagram Stories with Mobile Push Notification Reminders
Plan and schedule your Instagram Stories in advance to receive a mobile push notification at the perfect time. This allows you to finalize your posts using Instagram’s native stickers, music, and interactive tools for maximum engagement.
Gain valuable insights into visitor behavior on externally hosted sites and forms with our centralized analytics dashboard. Monitor page views, completion rates, and audience demographics in real time to optimize your engagement and track performance without needing third-party tools.
January 22, 2026
EnhancementIntegrations
Streamlined Integration Page: A Faster, Modernized User Experience
Our Integration Page has been completely redesigned with a structured card layout, improved search functionality, and faster load times. This enhances overall performance and accessibility while providing a consistent, user-friendly interface for managing all your connections.
January 22, 2026
EnhancementReputation Management and Reviews
Local Marketing Audits: Enhanced Tracking, Customization, and Reporting
Experience control with configurable audits that allow you to verify business details, refresh data instantly, and track progress over a 12-month interactive timeline . You can also export professional multilingual PDF reports and automate delivery to keep your clients informed effortlessly.
The Autosave feature of AI Builder will ensure that your AI-generated workflows and subsequent edits are saved automatically. This provides a more secure building experience by protecting your work against unexpected interruptions or unsaved changes.
We have a cleaner, optimized PDF layout for form, survey, and quiz submissions to improve readability and professionalism. You can automatically attach submission details or quiz results as PDFs to notification emails, providing control over how data is shared.
We have an underlying model for all Workflow AI Actions to provide accurate translations, summaries, and decision-making capabilities. This will be applied automatically, ensuring higher quality results for your existing workflows without requiring any manual configuration.
Course creators can duplicate lessons, quizzes, and assignments instantly, including all associated media and formatting. This streamlines the building process by eliminating repetitive tasks and allowing for consistent content structures across modules
Outbound WhatsApp voice notes are delivered as native, instantly playable messages, rather than downloadable attachments. This ensures a seamless communication experience by supporting WhatsApp’s built-in transcription features for improved accessibility and engagement.
Community admins can enable or disable specific navigation tabs, such as Learning, Events, and Leaderboards, to create a focused member experience. This allows for immediate customization of the navigation bar through the community settings to better suit your group’s specific needs.
Chat Widget settings allow you to personalize the default “Please share your contact details” prompt for both automated and agent-triggered requests. This provides greater control over your brand voice and helps improve visitor conversion by eliminating hardcoded system messages.
You can utilize your own custom values and fields within calendar settings to create highly personalized appointment titles, locations, and reminders. This provides greater flexibility by allowing you to integrate sub-account level data directly into your scheduling workflows for a more consistent…
Our integration accurately captures contact phone numbers from Calendly by syncing details directly from meeting locations or form responses. This eliminates manual data entry and provides a mapping interface to ensure the correct contact information is always prioritized in your records.
You can record call outcomes directly from your mobile device immediately after a conversation ends, ensuring accurate data and seamless follow-ups. These selections integrate directly with your existing workflows, allowing you to trigger automated tasks and maintain consistent reporting while on…
The mobile app retains your selected outbound phone number for all subsequent calls, eliminating the need for repetitive manual selections. This streamlines your dialing workflow and ensures consistent caller ID presentation across your entire communication sequence.
The WhatsApp template builder features a direct integration with the Media Library, allowing you to seamlessly select, filter, and reuse your brand assets. This supports images, videos, documents, and audio files, ensuring a faster and more consistent experience when managing your communication…
We have introduced intuitive mobile UI, featuring dedicated sorting and filtering buttons with optimized full-screen and bottom-sheet views. This allows customers to navigate your product catalogs more efficiently, leading to a smoother and more professional mobile browsing experience.
Our system automatically generates and attaches missing meeting links to upcoming appointments once your video conferencing integration is reconnected. This eliminates manual updates and ensures a seamless experience for you and your clients across Zoom, Google Meet, and MS Teams.
Sound alerts include system messages, greetings, and form submissions, ensuring visitors never miss an important update. These notifications remain easily manageable through a single toggle, providing a more engaging and responsive chat experience.
You can manage your workspace more efficiently using a dedicated settings icon to open and close the side-tray in forms, surveys, and quizzes. This facilitates seamless inline editing by preserving your selections even when the tray is hidden.
You can access WhatsApp media for up to one year and save important attachments directly to a contact’s documents folder. This prevents critical files from expiring, ensuring your customer records remain complete and organized across all communication channels.
You can automatically send a follow-up WhatsApp message whenever a call goes unanswered, ensuring no lead is overlooked. This built-in feature requires no complex workflow setup and uses pre-approved templates to provide immediate, professional customer support.
The “Add Notes” action supports a rich text editor, allowing you to use formatting such as bolding, lists, and links. This helps your team highlight key details and maintain clearer, more organized records within your workflows.
January 1, 2026
EnhancementWhatsApp
Enhanced Personalization with Service Booking Variables for WhatsApp
You can integrate dynamic service booking variables directly into your WhatsApp templates and flows for more personalized communication. This streamlines your automation by ensuring consistent appointment details across both workflows and messaging.
