You can now export email performance data directly from the Email Stats section as a CSV file.

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2. The exported CSV is sent via email as a secure download link, valid for 30 days, making it easy to access and share.

3. All exports include key performance metrics such as deliveries, opens, and clicks.

4. Recent Downloads section under settings to easily track downloads made in last 30 days.

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In workflows using the Assign to User action with Split Traffic, deactivated or deleted users were not revalidated at runtime. This could cause contacts to be assigned to inactive users, leading to missed follow-ups.

The Assign to User action now validates each user’s status when the step runs and skips any inactive or deleted users.

If a user in the configured Split Traffic list is no longer active, they are excluded from assignment at execution time.

Sticky Notes 2.0 is now available in the Standard Builder. Previously available in the Advanced Builder, you can now add images/logos, color-code branches, and leave rich annotations directly inside your workflows workflows.

Use the Sticky Note tool on the Builder canvas to drop notes anywhere in your workflow. Customize with colors, formatted text, and embedded images or links. Resize and position them to label sections or branches.

Teams using workflows needed better collaboration and context-sharing. Now you can brand workflows, leave setup instructions, and document logic directly on the canvas - without switching tools.

After AI Builder generates a workflow, a new To Do List now surfaces in every action and trigger that still needs human input - so nothing gets missed before your workflow goes live.

Built on top of the existing Workflow Highlights system, the checklist consolidates all incomplete items into one actionable view.

Certain inputs require a human decision, connecting integration credentials, selecting an account, choosing a pipeline, or defining which step to wait for. The To-Do List makes these gaps visible upfront, reducing the risk of incomplete workflows going live and affecting contacts or system performance.

We’ve improved the Agency Dashboard Usage Export to give you clearer visibility into potential revenue leakage caused by rebilling being turned off at the sub-account level.

The “Costs” sheet in the Usage Export file now includes a new column that shows the Rebilling Status (Enabled/Disabled) for each product per sub-account.

This enhancement applies at the product level, allowing you to see rebilling configuration alongside actual usage costs.

Previously, agencies had no easy way to identify:

Because this visibility was not available in filters or dashboard views, agencies had to manually cross-reference settings across multiple screens — making the process time-consuming and error-prone.

With this update, you can now:

This makes it significantly easier to detect configuration issues and take corrective action quickly.

This is a fast, actionable enhancement designed to give agencies immediate control over absorbed usage costs while more advanced dashboard-level reporting improvements are in development.

We’ve improved how appointment status changes behave when marked as or .

Previously, updating these statuses would upload the event to connected calendars (Google, Outlook, iCloud), which triggered external to attendees — even though nothing meaningful had changed from their perspective.

With this update, marking an appointment as Showed or No Show will no longer push updates and emails to third-party calendars.

Changing the status to "" or ""will no longer trigger external update emails.

Status changes are still reflected inside the system for reporting, and automation logic — only external calendar updates has been adjusted.

We’re launching a Pre-Built A2P Campaign (Widget-First) registration experience designed to reduce carrier rejections, eliminate manual compliance writing and effort, and ensure faster A2P submissions while also reducing rejection risk.

Users can now select : Pre-built campaign (Chat Widget) during A2P registration right as they are about to start Campaign registration in the Standard A2P flow.

Choose one:

Step 2: Filtered Use Case Dropdown

If Marketing is selected only “Marketing” is available and if Informational is selected then,

Age gating is now automatically enforced when “Age gated content” is selected OR “Financial services / loan arrangement” is selected

Date of Birth (mandatory when triggered)

Users can preview:

Workflow action fields now include AI powered tooltips that provide contextual explanations directly within the builder. Building on the existing "Learn More" AI capability available on actions and triggers, this extends AI assisted guidance to the individual field level.

When hovering over the ℹ️ icon next to a field, users see a brief description of the field's purpose along with an "Explain" call-to-action. Clicking "Explain" opens the AI assistant with a detailed, conversational explanation of that field — including how it impacts the workflow. Users can ask follow-up questions and clarify doubts without leaving the builder.

This feature is currently in experiment mode, live on two fields within Advanced Settings for the and Actions. Results from this test will determine broader rollout.

Based on experiment outcomes, AI powered tooltips will expand to all fields across all actions and triggers — making the workflow builder more self explanatory and reducing the learning curve for new users.

Users no longer need to leave the builder to search documentation or guess what a setting does. Combined with the existing "Learn More" capability on actions and triggers, field-level AI tooltips provide instant, contextual clarity right where it's needed.

IVR Connect Call now exposes new variables: 'Answered By User ID', 'Answered By Device', and 'Answered By Phone Number'.

You can use Answered By User ID inside the Assign User action to automatically assign the contact to the person who picked up the call. These variables are also available in the custom variable picker, so they can be referenced in other workflow actions like Notes, SMS, Email, and more.

When a call reaches your IVR and is routed through Connect Call, the system captures who answered. In workflows, you can reference these values dynamically - most commonly passing Answered By User ID into Assign User to set ownership, or inserting the other variables into messages and notes.

Previously, contact ownership had to be set manually or assigned to a fixed user. Now, ownership automatically matches the person who actually spoke to the lead - keeping follow-ups, tasks, and reporting accurate.

A lead calls your IVR and the call is routed through Connect Call. John answers the phone. The workflow uses Answered By User ID from the Connect Call step, and the contact is automatically assigned to John.