Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
Automations
Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice
Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice
Advanced tag filtering, previously released for Contact Created and Contact DND triggers, has now been extended to opportunity-based triggers and Invoice — completing the full rollout of this feature.
Now Live For
Previously available on:
- Contact Created Trigger
- Contact DND Trigger
Now also available on:
- Opportunity Created
- Opportunity Changed
- Opportunity Status Changed
- Pipeline Stage Changed
- Invoice



new
Funnels and Websites
E-Commerce Stores
Webinars
Audit Logs for Deleted Builder Assets
🔎 Overview
We’ve improved visibility inside the Page Builder. You’ll now see audit logs whenever key saved assets are deleted.
📦 What’s Included
Audit logs are now created for:
- Section Templates
- Global Sections
- Universal Sections
- Element Templates
- Universal Element Templates
This works across Funnels, Websites, Stores, and Webinars.
📝 What Gets Logged
When You Delete
: If any of the assets above are deleted, a “Deleted” audit log entry is created with- The asset name
- The asset ID
🔍 How to Access Audit Logs
You can view these logs by going to:
- Settings → Audit Logs
- Search by user
- Filter by action
- View timestamps and change details
✅ Why This Matters
This update gives clear visibility into deleted builder assets, ensuring nothing gets removed without a trace. It makes it easier to identify what was deleted and when it happened, so you can quickly investigate missing assets.




new
Automations
Chat Widget
All-in-One Chat widget support in Customer Replied trigger
🚀 Summary
You can now trigger workflows when a customer replies through an
All-in-One Chat widget
. This enhancement allows you to:- Select All-in-One Chatdirectly from the Reply Channel dropdown
- Filter replies by Chat Type(Chat Widget or Live Chat)
- Select specific All-in-One ChatWidgets
- Build more precise automation based on how customers reply
This makes automation cleaner, more flexible and easier to configure for unified chat setups.
✨ What’s New?
1️⃣ All-in-One Chat added to Reply Channel
Inside the
Customer Replied
trigger:Go to:
Reply Channel
from the filter options and you will now see:- All In One Chat
- Chat Widget
- (Other communication types like Email, Messenger, etc.)
Selecting
All In One Chat
activates additional filtering options specific to unified chat widgets.2️⃣
Smart Filter Expansion When “All In One Chat” is Selected
Once you select
Reply Channel = All In One Chat
, two additional filters appear:A
. Chat Type
is with dropdown options:- Chat Widget
- Live Chat
This allows you to decide whether the reply should come from:
- A full All-in-One Chat Widget setup
- Or specifically from Live Chat within that setup
B
. Contextual Third-Level Filter (Dynamic)Depending on what you select under Chat Type is
, the next filter changes dynamically:If:
Chat Type is = Chat Widget
, you will see:Chat Widget is
> dropdown listing only All-in-One chat widgetsIf:
Chat Type is
= Live Chat you will see:Live Chat is
> dropdown listing All-in-One Live Chat configurationsThis ensures you only see relevant widget options, no unrelated chat setups appear.
🛠️ How to Use It
- Go to Automation > Workflowsand Addtrigger: Customer Replied
- Under Reply Channel, selectAll In One Chat

- Choose Chat Type is:Chat Widget or Live Chat

- Select the specific widget under: Chat Widget is or Live Chat is


- Click Save Trigger, add relevant actions and publish your workflow.
Now, the workflow will only run when
a customer replies through the selected All-in-One Chat
configuration.🎯 Why This Matters
- Previously, All-in-One Chat replies were not clearly distinguishable, requiring separate Chat Widget or Live Chat triggers, which made setup confusing.
- Now, All-in-One Chat is a dedicated trigger option with structured, intuitive filters that show only relevant widgets, making automation more precise and easier to manage across channels.
📝 Notes
- This inclusion of All-in-One Chat widgetsis applicable only on the customer replied trigger.
- Existing Chat Widget triggers continue working as before.
- No migration is required for existing workflows but this option will be visible for existing workflows too for user to select if needed.
- The system automatically identifies replies correctly based on channel type.
new
improved
Calendar
📝 Rich Text Editor Now Available for Service Descriptions! (Services v2)
🧭 Overview
We’re excited to roll out the
rich text editor
for service descriptions
(Services v2)! This enhancement gives you more control and flexibility when writing service descriptions and allows users to create more engaging, readable
, and customizable
descriptions
.🚀 What’s New?
With the new editor, you can enhance service descriptions using rich formatting tools, including:
- Text Styling: Bold, Italics, Underline, Strikethrough
- Lists: Add bulleted or numbered points for features and instructions
- Hyperlinks: Include clickable URLs to redirect customers to policies, websites, or resource pages
- Text & Background Colors: Customize text and background colors to match your theme
- Headings & Paragraphs: Organize content with paragraphs and different headings
- Text Alignment: Align your content to left, center, or right
🔧 How to Use It?
- Go to Calendars Settings › Services
- Editor create aservice
- Navigate to the Descriptionsection, you will find therich text editor options

- Use the toolbar to styleyour text and add elements
- Click Save Changesto apply the formatted description
This enhancement not only boosts visual appeal but also improves how customers understand the offerings on the booking page.


improved
fixed
new
Communities
Client Portal
Client Portal & Communities - Password & Magic Link updates
What's New?
• TTL-aware magic links: Replaced permanent community login links (from Agency Dashboard) with short-lived links to prevent unauthorized access.
• Session Expiry: Users can now choose to invalidate all active sessions across devices during any password change or reset.
Fixes:
• User enumeration prevention: Standardised error responses across Login, Forgot Password, and OTP flows to prevent attackers from verifying if an email exists in our system.
• Users V1 update API: Added XSS payload sanitisation and limiting updates to an approved list of fields to prevent unintended modifications.
Next Steps:
• Enforcing Strong Password Policy: Backend enforcement is next. It is already rolled out partially, with the UI enforcing the new policy on all apps.





new
improved
Calendar
✨ Multi-Date Selection for Date-Specific Hours (Meetings & Rentals)
🧭 Overview
Managing date-specific availability just got a whole lot easier across
Meetings and Rentals (Private Beta)
.Previously, you could add date-specific hours for only one date at a time — making it slow and repetitive to configure availability across multiple days.
You can now select
multiple dates at once
and apply the same availability hours in one go.🚀 What’s New
You can now:
- Select multiple datesfrom the date picker when adding date-specific hours

- Set the start time and end time once
- Apply the configuration in bulk across all selected dates
- View grouped date ranges for cleaner organization

🧩 How Date Grouping Works
When you select multiple dates, the system automatically groups
consecutive dates
together to make them easier to manage.- Consecutive dates are grouped into a single block
- Non-consecutive dates are split into separate blocks
Example:
If you select
Jan 2, 3, 4, 5, 8
, and 9
:- Jan 2–5will appear as one grouped entry
- Jan 8–9will appear as another grouped entry
Each group can be edited or deleted independently later.
🎯 Why This Matters
- ⏱️ Saves time by eliminating repetitive, date-by-date setup
- 🧩 Keeps availability clean and organized with smart grouping
- ✏️ Makes bulk edits simple and manageable
- 📆 Perfect for holidays, special schedules, or short-term changes


new
Prospecting
Send prospects directly to your pipelines
Prospecting Tool is now more tightly connected to your CRM.
You can now send new prospects directly into your sales pipelines from the Prospecting Tool — making it easier to move from discovery to deal management without manual steps.
🔍 What’s New
Add Prospects to a Pipeline Instantly
When adding a new prospect, you can now:
- Select an existing Pipeline
- Choose the correct Stage
- Automatically send the prospect into your CRM workflow
- This allows you to build and manage your sales pipeline directly from Prospecting.

🛠 Important: Use Prospecting Inside Sub-Accounts
- To send new prospects into pipelines, you must use Prospecting inside your Sub-Account.
- Pipeline and opportunity management happens at the Sub-Account level, so if you are currently in the Agency view, you’ll need to switch to the relevant Sub-Account first.
- 👉 Learn how to Access Prospecting in Sub-Account
How It Works
- Switch to your Sub-Account: Go to Marketing → Prospecting Search and select a prospect
- Click Add
- Enable Add to a pipeline
- Select your desired Pipeline and Stage
- Click Generate Report
Your prospect is immediately added to your CRM pipeline and ready for follow-up.
Opportunity Source Tracking
When a prospect is sent to a pipeline:
- An Opportunity is automatically created
- The opportunity Source is marked as “Prospecting”
- You can verify this inside the Opportunities page

This makes it easy to track which deals originated from Prospecting and measure its impact on your sales performance.
💡 Why This Matters
- Move from lead generation to deal tracking instantly
- Build your sales pipeline faster
- Keep outreach and follow-ups organized
- Measure ROI from Prospecting inside your CRM
This is the first step toward making Prospecting deeply integrated with your core CRM — so prospects you generate can be managed, nurtured, and closed in one connected workflow.
happy prospecting :)
new
improved
Documents & Contracts
Documents & Contracts: Staff Selection in Templates
What’s New?
Earlier, while creating a template, Admins could assign signature fields only to:
- Contact
- Sender
- Themselves
If you were serving a business and wanted to assign the business-side signature to a specific staff member, this was not possible.
Now, Admins can access and assign signature fields to the entire staff list directly within templates.
You can select any team member from the staff list while configuring “To be signed by”.

How to Use?
- Go to Templates and create or edit a template.
- Add a Signature or any other fillable field.
- In the right-side Properties panel, click on “To be signed by”.
- You will now see the complete staff list.
- Select the required team member and save the template.
The selected staff member will be assigned the signature role when the document is used.
Why We Built This?
- To support agencies serving multiple businesses.
- To allow assigning business-side signatories to the correct staff member.
- To remove dependency on only “Sender” or “Contact”.
- To make document workflows more flexible and scalable for teams.
This update gives Admins better control and improves multi-user document handling
new
Invoicing
Invoices, Estimates: Open in new tab
What’s New?
View/Edit Invoices in a New Tab: You can now open any invoice/estimate in a separate browser tab directly from the 3-dot menu. No more losing your place in the invoice list while editing.

How to Use?
- Go to Payments → Invoices & Estimates
- Click on the 3-dot menu beside any invoice or estimate
- Select “Edit in a new tab”
- Invoice opens in a separate tab - view/edit freely while keeping the list intact
Why We Built It?
- Helps users who manage multiple invoices at the same time
- Prevents losing filters, search, or scroll position
- Makes bulk review and editing much faster
You can now add audio and video content to your courses directly from Media Storage.
Simply import existing media into your course lessons in just a few clicks.
What’s New
Import Media from Media Storage
Course creators can now:
- Browse existing audio and video files from Media Storage
- Select and import media directly into course lessons
- Instantly reuse previously uploaded content
This enables faster content creation and a more streamlined workflow.
How to Use
Labs Access
This feature is currently available in Labs under:
"Courses: Import from Media Storage"
To enable it:
- Go to Labs
- Turn on Courses: Import from Media Storage for your location
You will then see the Import via Media Library option in the lesson creator.
- Go to Courses
- Open a course and navigate to a lesson
- Create or edit a lesson
- Click Import via Media Library
- Select your desired audio/video file
- Save and publish
- Your media will now be linked directly from Media Storage.

Why This Feature Matters
- Eliminates duplicate uploads
- Encourages media reuse across courses
- Keeps content centralized in Media Storage
- Speeds up course creation workflows
Load More
→