Follow up on the latest improvements and updates.

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April 22, 2026

new

Custom Object Templates - set up your CRM in one click

Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurations you can apply in one click. Each template comes with ready-to-use custom objects, fields (organized into folders), and associations - so you can skip the setup and start operating.

What's New

Following pre-built industry specific templates are available :

🏡 Real Estate : Properties and Transactions
🛡 Insurance : Policies and Claims
🚗 Automotive : Vehicles and Service Orders
💻 SaaS : Subscriptions and Billing
🎟 Events : Events and Tickets
🐾 Pets : Pets and Pet Care
🏠 Home Services : Service Jobs and Projects

Each template includes:

Pre-configured Custom Objects with industry-relevant fields
Fields grouped into folders for cleaner navigation
Associations that connect records to the right contacts and companies

For Agency Admins

Custom Object templates are part of the existing Template Library, so the controls work the same way you already know. From Template Library → Settings, you can:

Hide or show Custom Object templates per sub-account
Hide entire categories globally to keep the experience focused on your niche

How to Use

Go to Settings → Objects.
Add Custom Object → Use a template
Pick a template → preview it → click Import objects to apply.

Help Doc

: Custom Object Templates

April 22, 2026

new

Opportunities and Pipelines

Opportunity Smart Lists

Managing opportunities just got more flexible.

You can now create

Opportunity Smart Lists

to save a customized opportunity view with your preferred

filters, sorting, and visible fields

— and reuse that view anytime without setting it up again.

This helps teams quickly switch between the opportunity views they use most.

What’s New?

Added
Opportunity Smart Lists
inside Opportunities

Save your preferred: advanced filters, sort order and visible fields

Create Smart Lists in either:
Board view
or
List view
Choose where a Smart List appears: all pipelines or selected pipelines only

Set a Smart List as the
default view
for specific pipelines

Default views apply for
all users in the sub-account
, not just the person setting it
Duplicate an existing Smart List to quickly create another version
Export Smart List results to
CSV
Share Smart Lists with: admins only, all users or selected users
Give shared users either
view access
or
edit access

Copy and share a direct link to a Smart List
Save updates back to the same Smart List or save them as a new one
Added a
Manage Smart Lists
page to view all Smart Lists in one place

How It Works

Turn on
Opportunity Smartlists – Views & Defaults
from
Subaccount Labs
Go to
Opportunities
Create a new Smart List in
Board view
or
List view
Apply the filters, sorting, and fields you want
Choose which pipelines the Smart List should appear in
Name the Smart List and save it
Reopen it anytime to continue editing, sharing, exporting, or duplicating it
Open
Customize list
to update settings like: Show in, Default view, Duplicate, Export, Sharing & Permissions and Delete List

Why It Matters

Reduces repetitive setup for teams working in Opportunities
Makes it easier to return to the exact views you use most
Helps standardize pipeline views across users
Makes sharing important filtered views much easier
Gives admins better control over how opportunity views are organized

Notes

This feature is currently available in
Subaccount Labs

By default, Smart Lists are shared with
admins only
Users with
edit access
can also change sharing permissions
Default views are set at the
sub-account level
, not per individual user

Feedback

This is a highly requested feature and we’d love feedback as more teams start using it.

Go to

Labs

in your sub-account to enable the feature and share feedback.

April 22, 2026

new

WhatsApp Calling (Closed Beta)

Bring real-time voice conversations into WhatsApp. Your users can now talk to customers live, right inside the same conversation where they've been chatting, without asking them to switch apps or share a phone number. Text handles most things, but when a customer is stuck, frustrated, or ready to buy, a 2-minute call beats 20 messages.
Demo Video: https://watchclueso.com/embed/nr66jh4pyn0my1pz
Getting Access
WhatsApp Calling is in closed beta
. To request access, please fill out the form: Beta Access Request Form.
> Voice is now a native part of WhatsApp. Agencies still treating WhatsApp as text-only are leaving conversions on the table.
Note:
 This release is web-only for now. Mobile support is coming in the first half of May, stay tuned.
What's New
📞 Native Voice Calling
Inbound and Outbound Calls:
 Make and receive voice calls directly inside WhatsApp, no external dialer, no new phone number, no app switching. Customers stay in the same thread they already know and trust.
Call Buttons in Conversation View:
 One-click escalation from chat to voice. Your agents can lift a heavy conversation into a call without leaving the inbox.
📲 Customer-Initiated Actions
Callback Requests:
 When a call is missed, customers can tap to request a callback. No more lost leads because someone rang at the wrong minute.
Interactive Call Permission:
 When the service window is open, customers are prompted to grant call permission through automation.
Template-Based Call Permission:
 When the service window is closed, send a pre-approved template to request permission before calling, fully compliant with Meta's policies.
🕒 Availability Controls
Available Hours:
 Set the exact windows when your team is reachable on voice. Keep voice as a premium channel, not a 24/7 burden on your reps.
Temporarily Unavailable Hours:
 Block out stand-ups, training sessions, or lunch breaks without disabling calling entirely.
Industry Use Cases
🏡 Real Estate
A lead enquires about a listing on WhatsApp at 8 PM. Instead of typing out floor plan details, the agent hits the call button, walks through the property in 90 seconds, and locks in a site visit for Saturday. High-intent leads convert before they cool off.
🔧 Home Services (HVAC, Plumbing, Electrical)
A customer messages about a leaking pipe. The business calls back instantly to assess urgency, quote a ballpark, and dispatch a technician, all without pulling the customer out of WhatsApp. Faster triage means more jobs closed per day.
🏥 Healthcare, Clinics, Dental, Aesthetics
For prescription queries, pre-op instructions, or sensitive follow-ups, voice is warmer and clearer than text. Patients call in on the clinic's existing WhatsApp number, no hunting for a landline, no switching to a separate phone tree.
🛒 E-commerce and D2C
High-ticket carts (jewellery, electronics, made-to-order) see major drop-offs when buyers have questions. A quick call from the brand, triggered off an abandoned cart workflow, recovers revenue that chat alone leaves behind.
🎓 Education, Coaching, EdTech
Course consultations, counselling sessions, and doubt-clearing calls happen inside the same WhatsApp thread that the student is already active on. Enrolment rates improve when the human voice enters the funnel at the right moment.
💰 Financial Services and Insurance
Policy renewals, loan disbursal queries, and claims conversations often need a real voice for trust and clarity. Calling inside WhatsApp keeps the conversation auditable and on one channel, without asking the customer to share personal phone numbers with a call centre.
🚗 Automotive Dealerships
Test drive bookings, finance options, and trade-in valuations are naturally voice-led. Reps can jump from a "is this still available" message straight into a call, without exposing personal numbers or needing a dealer-management CRM dialler.
Why This Matters for SMBs
Most SMBs cannot afford a dedicated call centre, a cloud telephony stack, and a chat CRM all at once. WhatsApp Calling collapses voice and chat into one channel, one inbox, one team, and one number.
Concrete wins for agencies and their clients:
No new phone infrastructure:
 Zero setup cost, zero number porting, zero dialer licences.
Faster resolution on complex queries:
 Voice clears up in minutes what chat would stretch across hours.
Higher conversion on high-intent leads:
 Call the buyer when they're hot, not when they're back at their desk.
Fewer channel drop-offs:
 Customers never have to share a personal number or switch apps.
Unified conversation history:
 Chat, voice, and automation, all logged against the same contact.
Smaller teams, bigger reach:
 One agent can handle text and voice without juggling tools.
Prerequisites (per sub-account)
Phone number in connected
 state.
WABA messaging limit at 2,000 tier or higher
.
Phone number not on coexistence
.
How to Activate
Go to Settings > WhatsApp > Calling
 tab.
Select the phone number
 you want to enable calling on.
Toggle Allow Calls
 and Callback on Missed Calls
.
Configure Call Buttons
 inside the conversation view.
Set Available Hours
 and Temporarily Unavailable Hours
 for your team.
Save, and you're live on voice.
Getting Access
WhatsApp Calling is in closed beta
. To request access, please fill out the form: Beta Access Request Form.
Resources
WhatsApp Calling Support Article
Beta Access Form

April 22, 2026

new

E-Commerce Stores

Printful Auto Shipping Profile & Live Rates at Checkout

What’s New?

We’ve streamlined how shipping profiles work with Printful integration to ensure a smoother setup and more reliable checkout experience. With this update, shipping profiles for Printful are automatically managed by the system, reducing manual effort and preventing configuration errors.

Key enhancements include:

Auto-Generated Profile:
A dedicated Printful shipping profile is automatically created to enable live rates at checkout.
Auto Setup for New Accounts:
Profile is pre-configured by default on new installations.
Auto Enable for Existing Users:
Product sync with Printful activates shipping automatically.
Profile Dependency:
Removing products from the profile disables shipping rates for them.
Deletion Handling:
Deleted profiles aren’t recreated—reinstall the integration to restore.

How to Use It?

For New Installations:

Install and connect your Printful app from the Marketplace.
Sync your Printful products with the store.
The system will automatically create and configure the required shipping profile.
Ensure products remain assigned to the Printful profile to enable shipping rates at checkout.

For Existing Installations:

Make an update to any of the product in your Printful store
This will automatically create the shipping Profile and will start getting the live rates
Ensure products remain assigned to the Printful profile to enable shipping rates at checkout.

Key Points to Note:

The Printful shipping profile is system-generated and optimized for correct functionality—manual edits are not recommended.
Removing products from the profile will disable shipping rate calculation for those products.
Deleting the profile requires a full reinstall of the integration to restore functionality.

Images:

April 21, 2026

improved

Wordpress Hosting & Reselling

AI Pages — Customization & Content Enhancements

We're making it even easier to build exactly the page you want. This update brings real-time color previews, per-image regeneration, and more section variants to the AI-powered WordPress Page Builder — giving you greater creative control without slowing you down.
🔍 Where to Find It
You can access AI Pages by navigating to:
WordPress > All Sites > Manage Website > Pages > AI Generated Pages
🚀 What's New
Live Preview for Color Palette Customization
Customizing your page's look is now more intuitive than ever. As you adjust color palettes in the Styles
 panel, you'll see changes reflected instantly in a live preview — no more guessing or trial-and-error.
Real-time feedback
: Browse palettes like Default, Marine, Nature, and Earth and watch your entire page update live — headings, body text, buttons, backgrounds, and accents.
Zero-risk exploration
: Changes are only applied when you click Update Page
, so you can experiment freely.
Regenerate Specific Images
You can now regenerate specific images within your page, allowing you to refine visuals based on your use case or requirements — without affecting the rest of your content.
Targeted control
: Hover over any AI-generated image to reveal the Regenerate Image
 option.
Custom prompts
: Describe your vision in the Generate Custom Image
 dialog — specify style, lighting, and subject (up to 500 characters).
Live preview before committing
: See a preview of the generated image before inserting it. Use Regenerate
 to try again until it fits.
Non-destructive
: Changes are applied only when you save in the final step, giving you full flexibility to iterate.
Expanded Variants for Page Sections
We've introduced a wider range of variants across different page sections — including new layouts and content styles for testimonials, services, FAQs, hero banners, and more. This means AI-generated pages now pull from a richer set of templates, so the pages you get are more varied and better suited to different industries and use cases.
More templates to generate from: The AI now draws from additional layout variants within each section type (e.g., card-based vs. quote-style testimonials, 3-column vs. 6-card service grids).
Better results out of the box: With more variants available, generated pages are more likely to match your tone, audience, and business niche from the start.
Design with confidence — preview instantly, regenerate what you need, and build with more layouts than ever.

April 21, 2026

new

Delete Schema Markup Feature

What's New?

You can now delete schema markup directly from any page — individual schemas or all schemas at once — across the Website & Funnel Builder. This enhancement closes a critical gap in the Schema Markup Generator, giving users a straightforward way to remove outdated, incorrect, or unwanted schema markup through three flexible methods: Form View, JSON View, and AI chat.

Why This Enhancement?

In the initial release of the Schema Markup Generator, there was no straightforward way to remove schema markup from a page once it had been added. If a user accidentally added schema, added the wrong type, or simply wanted to start fresh, they had no clean path to clear it out. This created friction for users managing evolving SEO strategies and left pages with stale or irrelevant structured data.

This enhancement eliminates that pain point by providing clear, confirmation-backed deletion flows across every surface where schema is managed — including conversational removal through AI.

Key Highlights

Three Ways to Delete — Delete via Form View, JSON View, or AI chat, whichever fits the user's workflow
Individual or Bulk Deletion — Remove a single schema or clear all schemas from a page in one action
AI-Powered Deletion — Use Schema Markup AI, Ask AI or Funnel AI to remove schemas conversationally
Confirmation Safeguard — Destructive actions trigger a "This action cannot be undone" dialog before deletion is committed
Recovery via Version History — Accidentally deleted schema can be recovered by restoring a previous page version and copying the JSON script back
Works for Websites & Funnels — Applies to all page types in the Website Builder and Funnel Builder

How to Use

Access: Website/Funnel Builder → Edit Page → SEO & AI search optimization (left panel) → Schema Markup

Method 1 — Delete from Form View

Open the Add/Edit Schema pop-up and stay in Form View
In the Schemas list (left panel), click the three-dot menu next to the schema you want to remove
Select Delete to remove that specific schema
To delete all schemas, remove each one from the list, then click Validate & Save
Confirm on the "Delete all schema markup?" prompt → Click Yes, Delete

Method 2 — Delete from JSON View

Open the Add/Edit Schema pop-up and switch to JSON View
Clear the JSON-LD code (remove all schema markup code from the editor)
Click Validate & Save
Confirm on the "Delete all schema markup?" prompt → Click Yes, Delete

Method 3 — Delete via AI Chat

Open Funnel AI, Ask AI or Schema Markup AI
Send a prompt such as "remove all schema markup from this page" or "delete the Organization schema"
AI reviews existing schema, evaluates the request, and removes the targeted schema(s)
Confirmation appears in-chat with a link to View schema markup

Recovery Option — Restore Deleted Schema via Version History

If schema markup is deleted by mistake, it can be recovered using the page's version history:
Open the page in the Website/Funnel Builder
Access Version History from the builder toolbar
Restore a previous version of the page that contained the schema markup
Open the Schema Markup editor → switch to JSON View → copy the JSON-LD script
Return to the latest version of the page → open Schema Markup → JSON View → paste the copied script
Click Validate & Save and publish the page

Good to Know

Deletion is page-specific — it only affects the page you're editing
Deletion is not truly irreversible — schema can be recovered via version history by restoring a previous version and copying the JSON script forward (see Recovery Option above)
Changes reflect in preview immediately after saving, but go live only on publish

April 21, 2026

new

improved

Automations

Custom Date Reminder: Now for Custom Objects, Opportunities and Companies

What’s new?

Custom date reminders now work with date fields on more record types, not just Contact custom date fields in contact-based workflows. With this update, you can use Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows.

How it works

Custom date reminder triggers can now evaluate date fields based on the supported object in the workflow. In contact-based workflows, this includes Opportunity date fields. In custom object–based and company-based workflows, the trigger reads date fields from the same object the workflow is built around and starts the workflow when the reminder timing matches.

How to use it

Create or open a workflow for Contacts, Custom Objects, or Companies.
Choose a custom date reminder trigger and select the supported date field for that workflow type.
Set the timing for when the workflow should run before, on, or after that date.

Why we built it

Previously, custom date reminders were limited to Contact date fields inside contact-based workflows, which limited certain use cases. This update removes that restriction so you can automate date-driven follow-ups across more parts of your CRM without workarounds.

Simple examples

You can trigger a contact-based workflow from an Opportunity close date to remind the contact before a renewal conversation.
You can trigger a custom object–based workflow from a custom object expiry date to send an internal reminder when that record needs attention.

Additional notes

These are the field types supported now: Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows.

Preview

April 21, 2026

improved

App Marketplace

🚀 Marketplace - Installed Apps Page – Enhanced Experience

Overview:
We’ve upgraded the Installed Apps page with improved filtering, clearer views, and faster actions across both Agency and Sub-account levels—making it much easier to manage apps at scale. For agency, we have divided the section into two: Agency apps and Sub-account apps.
✨ What’s New
🔹 Agency View
1. Agency Apps
The Installed Apps section is now split into Agency and Sub-account views.
In the Agency view, you can:
See all apps installed for agency-level use cases
View connection status and current plan
Easily edit plans directly from the list
Use quick chip-based filters to identify: Apps with updates available, Payment failures and Broken connections
Preview:
2. Sub-account Apps (from Agency)
Agencies can now view all apps installed across sub-accounts in one place.
You can:
See all sub-account-level app installations
Click on the sub-account count to view where the app is installed
Drill down into specific sub-accounts for more details
Preview:
🔹 Sub-account View
At the sub-account level, the experience is now more actionable and streamlined.
You can:
View all installed apps with their status
Quickly filter apps by: Updates available / Connection issues / Payment failures
Take direct actions (fix, update, manage) without extra navigation
Preview:
💡 Why This Matters
Better visibility across agency and sub-account app usage
Faster troubleshooting with smart filters and quick actions
Improved efficiency for agencies managing multiple clients and apps

April 21, 2026

new

Calendar

Conversation AI

Conversation AI - Services Calendar V2 Enhancements

What’s New?

Based on customer feedback, we’ve rolled out several enhancements and fixes to improve the Services V2 experience. These updates focus on better pricing clarity, smoother booking flows, and improved system reliability.

Pricing & Summary Enhancements

Staff-specific pricing is now only shown when there’s an additional charge.
Improved formatting of the booking summary for better readability.
When a variation is selected, the base service price is no longer redundantly shown.
Extra charges for staff are now clearly highlighted.
Fixed issues with staff override pricing to ensure accurate totals.

# AI & Knowledge Base Fixes

Resolved Service KB hallucination issues, improving response accuracy and reliability.

# Booking Flow & Selection Improvements

Fixed default variation selection issues.
Improved multi-service selection behavior for smoother booking experiences.
Staff selection toggle (on/off) now behaves correctly.
Booking links now support add-ons (previously impacted due to calendar limitations).

# Location Handling Improvements

Multi-location disabled
: Users will no longer be asked to select a location, and it won’t appear in the summary.
Single location setup
: Location won’t be asked during booking but will be displayed in the summary for clarity.

How It Helps You

These updates make the booking experience more intuitive, reduce confusion around pricing, and ensure more accurate AI-driven interactions leading to better conversions and fewer support issues.

April 21, 2026

new

Affiliate Manager

Affiliate Commission - Pay Per Sale (For Forms, Surveys and Calendars)

Overview:

We are expanding Affiliate Manager capabilities by introducing Pay Per Sale commissions for Forms, Surveys, and Calendar.

This enables businesses to reward affiliates based on actual revenue generated, not only just lead submissions.

✨ What's New

Choose between Pay Per Lead and Pay Per Sale while setting up campaigns for Forms, Surveys, and Calendar

Configure Pay Per Sale commissions using:

Flat amount ($)
Percentage (%) of the sale value

Enable affiliates to earn commissions when:

A user submits a Form / Survey / books a Calendar via an affiliate link
The same user completes a purchase within the tracking window

Support for product-based attribution:

Sales are tracked only for associated products (if any)

Maintain mutual exclusivity between Pay Per Lead and Pay Per Sale to avoid double rewards

💡 Why This Matters

This feature allows agencies and businesses to:

Incentivise affiliates based on actual revenue impact, not just lead volume
Use Forms, Surveys, and Calendar along with Funnels/Websites/Store as primary lead/customer acquisition channels
Align affiliate programs with sales-driven growth strategies
Reduce reliance on Funnels alone for revenue attribution
Improve overall affiliate performance and ROI

🛠 Note

For Forms/Surveys embedded inside Funnels/Websites with Products - Only Funnel/Website products are considered for Pay Per Sale tracking
If a Funnel/Website has no products, Form-level products are not automatically surfaced for tracking
For Calendar - Pay Per Sale applies only if payment is enabled

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