Changelog

Follow up on the latest improvements andĀ updates.

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Weā€™re thrilled to unveil enhancements in our latest update, enriching your experience with Chat Widget - the Consent Checkbox. This new addition allows you to include a consent checkbox in your chat widget settings, which will be displayed on the chat window form when your contacts provide their phone numbers/email during filling chat widget form.
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Here's what you need to know:
Why it matters:
  • Compliance:
    The Consent Checkbox is crucial for compliance, especially regarding A2P 10 DLC regulations. It helps you avoid compliance issues with telecom providers.
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Enabling the Consent Checkbox:
  1. When Selecting a default the chat type - SMS/Email and Live Chat option
  2. In the Widget Window, it will allow users to add the legal message to take consent and enable the checkbox for HIPPA to collect. You'll now find an option called "show consent checkbox."
  3. By default, this option is enabled for your convenience. However, if needed, you can disable it.
  4. Recommendation: We strongly recommend keeping it enabled to ensure you capture vital information such as consent and the IP address of the contact who agrees by checking the checkbox during the appointment booking process.
Customizable Text:
You have the flexibility to customize the text of the consent checkbox to align with your specific requirements.
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Screenshot 2024-03-18 at 1
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Benefits
  • Compliance: This release ensures adherence to upcoming A2P regulations by providing an easy way to include consent for phone information collection.
  • Customisability: Users have the flexibility to add, modify, or remove the Terms and Conditions element as required, tailoring it to their specific needs.
Weā€™re dedicated to enhancing your experience and welcome your feedback. Enjoy the improved functionality of our app!
We're thrilled to introduce a new chart type for your dashboards - Tables!
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šŸ‘€ Whatā€™s New?
  • Table Charts:
    Now, all your widgets can be transformed into detailed list views, offering comprehensive insights at a glance.
  • Customisable Columns:
    Manage the columns you want to see on the widget. Tailor your view to focus on the metrics that matter most to you and your business.
  • Sortable Lists:
    Take control of your data with the ability to choose the column by which you want to order the table list. Easily organize and analyze your information for enhanced clarity and efficiency.
  • Interactive Functionality:
    Tables are not just static displays - they're interactive! Users can click on contact names directly within the table widget to quickly redirect to the contact page for seamless, efficient actions.
šŸ‘· How It Works:
  1. Go to your dashboard.
  2. Click on the edit icon and then Add widget.
  3. Scroll down to the widget you want to add.
  4. Change the chart type to table.
  5. Click on Select Columns to manage columns you want on your widget (
    Optional
    )
  6. In advance settings, you can choose the column on which you want to order the table (
    Optional
    )
  7. Click on Save.
šŸŒŸ Why it Matters:
Table charts provide a structured and organised format for presenting complex data, making it easier to extract valuable insights and trends. By offering customisable columns and sortable lists, the interactive table widgets empower users to efficiently navigate and analyse their data, enabling informed decision-making and driving business growth. With this feature, users can unlock the full potential of their dashboards, transforming raw data into actionable intelligence with unparalleled ease and precision!
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To learn more about the Custom Widgets, click here! and to learn more about the Table Chart Widgets, click here!
Imp Note:
Table chart supports upto 10,000 records per widget.
Whatā€™s New? / Key Features / Benefits:
New filter: Template
  • Users will now be able to select a Template from the list of templates made by them in the Documents and Contracts section while configuring the workflow.
  • This will enable users to configure different workflows for different templates
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New filter: Recipient Type
  • Users will now be able to trigger a different workflow based on whether the document is being sent to the Recipient Contact or the Business User itself
Screenshot 2024-03-13 at 14
New Status: Viewed
  • Users will now also be able to trigger different workflows based on the fact that the document has been viewed or not by the recipient
Screenshot 2024-03-13 at 14
How to Use?
  • Filter: Recipient Type, Template Type
Customize the filter based on Recipient Type and template type to have different workflows for different types.
  • New Status: Viewed
Customize the workflow based on whether the recipient contact has viewed the document or not by configuring the status to viewed.
Why This Feature?
This helps to make the workflows for documents and contracts more powerful and increases the usability.
What are the new features?
We have upgraded the Google Sheets action. We have launched new Action Types to select from. Now you will be able to "Create Multiple Spreadsheet Rows" and also "Update Multiple Spreadsheet Rows"
Create Multiple Spreadsheet Row(s)
  • Efficiently insert new data rows below existing information in your spreadsheet. This action lets you send data directly to a Google Sheets document without requiring third-party integrations. All you need to do is integrate your Google account with our system and select the desired sheet from your Google Drive. From there, you can easily send data to the sheet using our intuitive user interface.
Use Cases
  • Bulk data entry into a specific worksheet.
  • Importing data from external sources in batch.
How it works
  • Select Create Multiple Spreadsheet Row(s) from the Action dropdown
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  • All your integrated Google accounts in your sub account will be displayed in the dropdown menu for you to choose from. Select any 1.
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  • Now select the drive in which your spreadsheet resides.
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  • After selecting the drive, in the next dropdown you will get a list of all the spreadsheets present in the drive. Select the one in which you want to make the changes and also select the worksheet.
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  • Selecting Start column and End Column in the worksheet - When sending data to a Google Sheets document using our workflow system, the sheet's first row is automatically considered the header row, and each Column is labeled based on the header values in that row.
  • If you need to update the headers in the sheet, you can click the "Refresh Headers" button to fetch the latest header values from the sheet. This ensures that your data is correctly mapped to the correct columns in the sheet and that your workflow is up-to-date with the latest sheet configurations.
  • By providing this functionality, our system makes it easy to automate data management processes and ensure the accuracy of your data workflows.
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Update Multiple Spreadsheet Row(s)
  • This action types enables the user to modify existing data within a specified range based on a unique identifier.
Use Cases
  • Bulk edit product prices or inventory levels.
  • Update customer records with new contact information.
How it works
  • Select Update Multiple Spreadsheet Row(s) from the Action dropdown
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  • All your integrated Google accounts in your sub account will be displayed in the dropdown menu for you to choose from. Select any 1.
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  • Now select the drive in which your spreadsheet resides.
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  • After selecting the drive, in the next dropdown you will get a list of all the spreadsheets present in the drive. Select the one in which you want to update and also select the worksheet.
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  • Enter the row number from which you would like to update the sheet
  • Selecting Start column and End Column in the worksheet - When sending data to a Google Sheets document using our workflow system, the sheet's first row is automatically considered the header row, and each Column is labeled based on the header values in that row.
  • If you need to update the headers in the sheet, you can click the "Refresh Headers" button to fetch the latest header values from the sheet. This ensures that your data is correctly mapped to the correct columns in the sheet and that your workflow is up-to-date with the latest sheet configurations.
  • By providing this functionality, our system makes it easy to automate data management processes and ensure the accuracy of your data workflows.
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We have brought another exciting enhancement to the Array Functions.
Before this update, an array should be inside a variable in order to be visible in Array Functions, like this:
{
"users": [
{
"name": "John Doe",
"email": "john@example.com",
"age": 30
},
{
"name": "Jane Smith",
"email": "jane@example.com",
"age": 25
}
]
}
In this case the user was able to select the array source, and then the field users
After this update, the array can be in this format:
[
{
"name": "John Doe",
"email": "john@example.com",
"age": 30
},
{
"name": "Jane Smith",
"email": "jane@example.com",
"age": 25
}
]
The user will select only the array source, and weā€™ll use the root level.

new

Automations

Text Formatter

1. What is the Text Formatter Workflow Action?
Sometimes it happens you have the data in a certain format and you need to change it or extract some details from it. Sometimes getting the data in the right format needs a bit of help, which is where Text Formatter comes in. This is a free to use action that tweaks your data to get it working the way you need.
2. What are different types of Text Formatters and what are the use cases?
Upper Case:
Converts all characters in the text to uppercase
  • Transforming user input to uppercase for standardized data.
  • Ensuring consistency in capitalization for output messages.
Lower Case
: Converts text to lowercase.
  • Standardising text for case-insensitive comparisons.
  • Lowercasing user-provided content for uniformity.
Title Case:
Converts text to title case (capitalizes the first letter of each word).
  • Enhancing the presentation of titles and headings.
  • Improving the readability of specific content.
Capitalize:
Capitalizes the first letter of the text.
  • Ensuring proper capitalization for names and titles.
  • Enhancing the visual appeal of specific content.
Default Value
: Return the default value if the text is empty, if text is present then return the text.
  • Providing fallback content for missing data.
  • Ensuring a consistent response even with incomplete information.
Trim:
Shortens the text to a specified length.
  • Use the Trim action to enforce character limits on user-generated content, ensuring concise and well-structured input within specified constraints
  • Employ the Trim action to generate brief preview snippets of longer texts, such as article summaries or teaser content, maintaining a consistent format.
Trim Whitespaces:
Remove whitespace from the beginning and end of text..
  • Enhancing the readability of text with proper spacing.
  • Improving the format of user-generated content.
Replace Text
: Replaces occurrences of specified text with a new value.
  • Updating outdated information within the text.
  • Customizing template-based content with dynamic values.
Find:
Locates the first occurrence of a specific text pattern within the text and returns its position.
  • Identifying specific keywords or phrases in user-generated content.
  • Extracting relevant information based on keywords found within text.
Length:
Provides the character count of the text.
  • Enforcing character limits for user-generated content.
  • Analyzing the length of dynamically generated text.
Extract URL:
Extracts the first URL from the text.
  • Collecting and validating URLs from user input.
  • Generating a list of embedded URLs within content.
Extract Email:
Extracts the first email address from the text.
  • Validating and organizing email addresses from various sources.
  • Automatically extracting contact information from text.
Word Count
: Provides the count of words in the text.
  • Monitoring and limiting the word count in user-generated content.
  • Analyzing the complexity of textual information based on word count.
Remove HTML Tags:
Strips HTML tags from the text.
  • Cleaning up HTML content for plain text representation.
  • Ensuring proper rendering of text in non-HTML contexts.
Split:
Splits the text into multiple segments based on a specified delimiter.
  • Breaking down comma-separated values into individual elements.
  • Extracting keywords or phrases from a delimited list.
3. How to use Text Formatter action?
  • Click on the "+" icon to add an action. You can find the Text Formatter in Internal Tools category or directly search for the action in the search bar.
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  • Select the text formatter action and choose from the exhaustive list of Action Types.
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  • Trim Action Type -
    Select the input text you want to trim. Then select the length to which you want to trim the text. These are the mandatory fields. You also have the option to skip characters from beginning, selecting this will remove the number of characters entered in the field from the beginning of the text. Also there is a toggle to add an Ellipsis to the end of the text.
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  • Split Action Type -
    For split action, select the input data that you want to split. Enter the "Separator". The last step is to select which segment of the text you want returned, you can select from First, Second, Last and Second Last.
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  • Business admins will now be able to configure user permissions for exporting payments data as CSV from the sub-account
  • This applies for exporting invoices, transactions or subscriptions CSV
  • This is useful when businesses do not want specific users to have export permissions on their payments data
  • The toggle is turned on by default for all users, which means that they will have the permissions to export data by default
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  • Customers can now apply a 100% coupon or apply a full fixed amount discount on subscriptions
  • This is useful when businesses want to sell a subscription for free and have upsell purchases configured in the next step
  • The credit card added for 100% discount will be saved on file to charge the customer at a later date
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We are thrilled to announce one of the most requested feature on our ideas board, updating payment method for subscriptions.
Key Highlights
  • Business users can now conveniently send customers a link to update their payment method for ongoing subscriptions.
  • This feature enables customers to easily update the card on file used for their subscription charges.
How it works
  • The option to send this link is available through the quick action menu on the subscription list page and the Actions section on the subscription detail page.
  • Business users can either email the link directly to the customer or copy it to send separately.
  • These links are one time use only, and valid only for 30 days.
  • Customers simply click the link to view and update their subscription details.
  • Upon updating, the new payment method will be charged starting from the next billing cycle.
  • Business users can generate multiple links, as well as deactivate all outstanding links right from the subscriptions page for any given subscription.
  • This feature is currently supported only for Authorize.net and NMI connections
Coming up next
We are adding support for this to work with Stripe as well.
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Screenshot 2024-03-13 at 10
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We are thrilled to announce the highly anticipated and much-requested feature in our latest Release - WhatsApp Conversation Rebilling!
What's New:
Now, agencies can take their revenue to the next level by rebilling customers for WhatsApp Conversation charges with a customizable markup.
Key Highlights:
1. WhatsApp Conversation Rebilling:
As an agency you now have the option to rebill your customers for WhatsApp Conversation charges, providing a seamless and transparent billing experience.
Screenshot 2024-03-12 at 7
2. Customizable Markup:
Enjoy increased flexibility with the ability to set your own markup, tailoring it to meet the unique needs of your business. Unlike the previous fixed 5% markup, now you have the freedom to charge higher markups as needed.
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How It Works:
  1. Navigate to the Sub-Accounts in your agency dashboard.
  2. Search the location you wish to Rebill
  3. Select the three-dot on the bottom right and click Manage Client
  4. Navigate to WhatsApp Conversation
  5. Set your desired markup percentage.
šŸ“š Check out Support Doc here
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