Want to highlight or make note of something for your job flow? These sticky notes allow you to do just that. Change colors, write text within the sticky note, have fun! These have no effect on your AI performance, just for you internally.

You can now export and import flows. If you were ever nervous about flows getting deleted, or ways to share or modify flows offline (without the standard share link), this allows you to do that! We've even been playing with exporting a job flow and using ChatGPT to edit it for us, then re-importing 🤯

Beforehand you could pre invite users using our api to give them access to a source but it wouldn't actually send the invite. Now you can use our api or our frontend to fully invite new users. Our API for user invites can be found HERE. We've also made it easier to find users by adding a search bar to the .

It's helpful to know what you're undoing, or be able to scroll to a far back action and undo all the way back to a certain point. You can now do that with the dropdown that displays when you hover over the button within a job flow.

Redo and Undo only work if you haven't left the page (current session). If you want to rollback to a previous version, you can do that at any time by using the dropdown next to the button. You can even rename your latest version to something you'll remember!

Next week is the last full week before the dev team takes a holiday break, but we still have quite a bit left that we want to release for you! Our priority is entering the holiday time with our continued reputation of unbeatable uptime. We've had to push some items to January that we have hoped to finish before the end of 2025, but you still have the following items to look forward to.

Your clients previoiusly had to log in on the CloseBot domain. There is now a hidden redirect in place to handle authentication, which allows your clients to log in on your white label agency domain (if you are on a CloseBot agency plan).

You can now copy and past actions within the canvas area of job flows. This copies all of the data within that action. This will help speed up your builds! You can even select multiple and copy/paste multiple.

You can now CTRL+z or click the undo button within the flow builder. Redo works as well! Yet another of many changes we have been excited to roll out for the builder to make it easier to build the best AI agents quickly!

We combed through the site and made a list of updates to improve the user interface and user experience. During this time we also added 30 site tours throughout the platform. You can access the site tours at any time by navigating to the area in your sidebar and clicking . Each action now has its own tour as well.

You now have access to a new variable within the builder for . Use this, for example, to route different ways depending on the current location date and/or time with a True/False Branch.

Now that CloseBot controls the full lifecycle of AI Providers, we are able to get creative with which models we use at different times (always using your chosen AI for the final reply still). This has allowed us to improve quality across the board, and drastically reduce AI error rates that some AI Providers are prone to.

Half of this week was still dedicated to cleanup and prompt optimizations... Next week has a stronger focus on the flow builder as well as new integrations. However, it looks like some of the items we hoped to release next week will end up sliding into the following week (Instantly source, Google Drive, Proactive Outreach Smart FAQ). We will keep you updated with our changelog next week and daily updates in our Facebook User Community

Anthropic, Gemini and Grok are notoriously not as good at doing non-conversational things like updating fields, triggering custom providers, deciding dates to schedule things, etc. However, now we have been able to change over to mixing AI Providers... What this means is we use your selected AI Provider for the final response, but other AI Providers for different stages leading up to the final response. This means you get the best of all worlds!

When you navigate to a source in CloseBot to enable re-billing, you now have the option to select re-billing on an existing Stripe customer. This allows you to select customers who have already put in their card information from your billing in other platforms.

Now every action in the CloseBot flow builder has a tour you can take to learn how to use that action 👏 Go check out these tours yourself to see if you can identify ways to use new actions or improve your use of existing actions!

In addition to action tours, we are adding tours for other areas of the site as well (like popups and pages). For any page that has a tour, you can go to the HELP area and find a tour button to start a tour for that page.

We've combed through our existing help docs and updated the text to match the updates of the platform. This will make our support AI you all love even better at helping you with your CloseBot questions!

This week and early next week has been focused on general site cleanup. Early next week will be the same. However, you'll also notice more updates to our help docs with updated images and videos. Toward the end of the week you'll start to notice some exciting updates to the flow builder once again as we work on things like sticky notes, copy/paste actions, undoing, and much more! We also start work next week on a new Tool for your agents and a new source (HighLevel + HubSpot + something new). So much we are excited to bring you!

Those who have been beta testing, thank you. CloseBot has made updates accordingly and has now opened up HubSpot integration for all. This includes conversational booking, messaging across all channels (including custom channels) and updating contact property values.

HubSpot does not use tags like HighLevel. They use lists. That change has been reflected in the filters you use to determine when the AI will be responding vs. not responding.

Agency plans only... CloseBot is implementing this change on Sunday night. Price per message will change away from the old pricing of $0.006/msg + token costs to a flat cost of $0.012/msg (rebillable of course). You can learn more about the quality, reliability, compliance and price improvement reasons for this change in this blog.

Agencies are now able to change their rebilling on specific sources if different from the default settings. You're able to do this from within your source settings.

Going live Monday... Many agencies have existing customers they want to rebill. You can now choose to create a new stripe customer or connect to an existing one when you enable rebilling on a source. Connecting to an existing one means we will pull in their existing card information.

Next week is the US holiday Thanksgiving. Since it's a shorter week and we just finished quite a few updates, the team will be working on a front end and back end cleanup phase. After that we enter into another sprint where we will add more advanced functionality to the builder (copy/paste, undo, previous version publishing and more). We will also start work on another source integration (Instantly) and some new Tools for your CloseBot Agents to use.

Now when you test within the CloseBot job flow screen you're testing what's saved, not what's published. This improvement allows you to build and test your Job Flow before pushing it live 👏 It's never been easier to build with CloseBot. You can even edit a node on screen already, undo the most recent message, and test again to see how those changes affect things immediately!

Clients now get even more control over the agents you've built for them. They are able to modify the filters you set up for them (tag and channel filters), modify their variable values, their follow-up availability and billing. This improved user interface makes their experience extremely simple. They are also able to click to connect their own source. After they do this you can connect their new source to their desired Agent that you've built for them.

For those agencies who have many sources, loading the sources page was slow. Now we paginate that page so loading is much quicker for you.

Our HubSpot beta users are now able to use the calendar selection and variables for their connected HubSpot source within the Job Flow builder.

Well, next week is gearing up to be a big one...

We will work on updating away from bringing your own key on the Agency plans. We are doing this in an effort to reduce your prices and complexity. We will send an email this upcoming week showing examples of agency traffic and what the price will be before and after this change. This update is also necessary for us to reach HIPAA compliance in Q1 of 2026 and start using multiple models per message at our leisure to optimize for quality, no matter which AI Provider you choose to formulate the final AI reply.

We will also be working on more Agency features related to customer management. You will be able to change re-billing per client and even select an existing stripe customer for a client so they don't have to input their billing information again if they are already a stripe customer. Speaking of client controls, clients will also have the ability to select a different calendar than the default one you set up in the Job Flow if you allow them to as an agency within their client source variables area.

Finally, HubSpot will go live for all current CloseBot users! 👏 You'll finally be able to build CloseBot agents not just for HighLevel customers, but HubSpot as well.

We've heard you loud and clear... your eyes hurt. We've been working on dark mode for you to help! We would love to hear your feedback on this new dark mode option and if you like it, post about it on social!

The ability to have the AI have more variability in reply times was requested often, so we've added 4 options for you in the advanced settings of your persona. Until you go edit and save your persona(s), nothing will change. If you've input a number there, it will show as the selection with your input.

We are getting closer to the release of HubSpot as a native integration option. That means the backend is pretty much done. You can find HubSpot endpoints within our API documentation. The front end (display) is in work to accommodate this upcoming week, with the estimated go-live date November 21st.

Next up we will be working on the front end of the client portal view of their agents that you ahve built for them (if you're an agency). We will also give the client the ability to toggle their agent on/off and change their filter options from this client view. We will also finish the work to make it so the testing portal tests the version of your Job Flow and not just the version. This way you can test changes you've made before pushing them live 👏 Saving filtering on the job flow page is also coming next week. This way if you've filtered your job flow view and click into a job flow, pressing back will save the filter settings you had, making it easier to navigate your job flows.

You know when you're using a delay action, but you want to skip this during testing? Now you can with this update! Simply click within the testing portal to skip to the next action. The testing portal ease of use is part of what makes CloseBot so powerful.

Now if you have an AI Agent in CloseBot responding only to SMS and WhatsApp (for example), the tag AI OFF will only be added to a contact if you have this setting enabled and if the message was sent via one of these channels. If you instead sent an email, for example, manually this would not add the tag AI OFF since that's not one of the channels the AI is listening and responding on.

Now when you uninstall a source, you are not re-directed to HighLevel for the uninstall. You are able to uninstall the CloseBot app without leaving the CloseBot platform. This also means you can safely uninstall CloseBot from sub-accounts you may not have access to anymore.

You're now able to Like and Dislike AI responses within the conversations page. This does not actively train your AI (AI training this way does not work well). However, our team is then able to monitor common areas of dislike and continue to refine our back end prompts and logic accordingly. You will later be able to see the like/dislike metrics when we release our reporting module as well. The foundation has been laid... time to really lift off!

Reply times that have more variance, able to use the testing portal to test live changes instead of testing published changes (able to test before pushing changes live), sources able to override the set persona name, dark mode, Calendly and HubSpot work, transcript/summary new tool all coming next. Buckle up, CloseBot is making moves!

The dev team has been busting their @$$ to crank out new features... this past week we gave them much needed time to work on whatever they wanted. They have their own creative ideas and we are excited to release some of the things over the coming weeks that they have developed during this 1-week creative Hackathon time.

You'll notice there aren't many updates this week because they've been building these ideas in private over the past week and they need to be reviewed prior to their implementation into production.

In an effort to make it easier to tell what actions do at a glance, we've added sub-text to the Job Flow actions.

It's helpful to be able to look at your on-screen actions and see which ones are missing required information, or see which actions have modified advanced settings. You'll now see an exclamation mark in the top left corner of an action that's missing required field information. Similarly, you'll see a blue dot in the bottom right for any action that has had modified "Advanced Settings" (which tend to be forgotten about).

You'll notice the save button is nowhere to be found... don't need it anymore 😎

There are a lot of changes queued for this upcoming week all focused on things that have been long-requested. Now that we have a strong foundation laid, many of these items can start to get knocked out. We think you'll really like what we do the rest of this year! 🥳

You're now able to input a location with our Street View Action and use a Street View URL in later actions (like the Statement Action to send the resulting image in a message).

An example use case would be conversationally gathering someones address, then using the street view action... then sending the resulting image via a statement node and then another objective node to determine whether that's the correct property.

There was general cleanup on the front and back end. We installed better logging and have been combing through errors we notice, cleaning up edge cases. We also worked on the conversation flow around conversational appointment cancelling, back to back outbound messages (from statement nodes back to back), and other errors.

CloseBot can now let you know things it doesn't know the answer to, adding these items to the Smart FAQ. You can then fill out these items to patch gaps in your AI's knowledge over time!

Let your agents decide when it's appropriate to send a lead an email, no matter where it's at in the job flow. When your agent is saying things like "let me know your email address so I can send you some info"... now it'll actually be able to send that email.

🆓 7 compatible with the free account (5 or less actions)

🤖 8 compatible with any paid account

🏆 50 Pro Templates that come free with any annual plan or available for a one time purchase of $499.

We are refining the way custom scenarios work more after gaining a deeper understanding of how AI treats them. We will now allow other custom scenarios to trigger entry while in a custom scenario flow. What this means is your systems will behave as you'd intuitively expect. We do, however, still block the current custom scenario from triggering immediately again upon exit.