The conversations page is where we spend a lot of time... and we used to spend a lot of time there hitting to see if new messages came in. Now we show live updating on your current contact, and a button you can click to refresh the lead list if we see new messages have been received that need to be loaded to your screen.

You can now limit when your bot is allowed to reply at all (and choose which channels should / should not be limited). For example, maybe you want your bot to be able to reply until the next day if a lead messages you in the middle of the night. That's now possible with CloseBot.

There are some states and countries where this is a mandatory compliance (Texas)

You can now manually reply to a lead from within CloseBot. It takes time to navigate to HighLevel, HubSpot, or your other source types to send messages manually. That can now be done from the comfort of your CloseBot account.

This new dashboard allows us to show you much more helpful data while we work on the fully customizable dashboard update. We didn't want you to have to wait any longer for higher quality data.

Improved the leaderboard area to match our design refresh, and also made improvements that will improve load times of this data. Found within the HUB.

Many general updates (most on dark mode) for improving visual comfort. There was also a lot of effort put into relocating buttons, dropdowns, etc. to optimize space and usability. Enjoy the updates!

Next we will turn full focus to the reporting module. This addition will allow you to build custom dashboards for your main page to report on what you and your clients care about. Agency dashboards will display source-comparative data while client dashboards will show data for sources that client has access to. We will also be able to gain more ground on HIPAA and SOC2. You may start seeing security-related features being released (like audit log history, impersonation granular controls) although HIPAA and SOC2 official compliance will probably come toward the end of Q1 or beginning of Q2. Another thing you'll see over the next several weeks is custom tooling. You'll be able to create custom external tools for your bots to use at an point in a flow.

The conversations page now allows you to create saved . Think of views as a pre-saved list of filters. This allows you to easily navigate between conversations you care most about. In addition to views we now track read and unread messages as well as the ability to mark certain chats as priority, making them easy to locat later.

The testing portal now has a more modern look and feel to it and the ability to drag to change the height. Test your way whether you want the testing portal to be small and out of the way or large for those with wider displays.

Now easily search across the entire application quickly with the global search bar in the header. Search users, job flows, uploads, sources, contacts and personas.

Enjoy a flow minimap to help you keep track of your position along with highlighting of nodes as you proceed through your testing via the testing portal.

I know I was excited about live updating of the conversations page, but that is instead getting pushed to the update next Tuesday to ensure we don't have slow load time issues over the weekend. Along with that rollout we will release an update that allows you to send manual messages from the CloseBot platform instead of needing to jump back and forth to and from your source (CRM). We will also be bringing updates to the contact side panel at the same time. Our work on the reporting module begins next week, and we will begin backend rollouts for something we've been working on in secret that will make your conversation AI easier to use and more powerful than ever (it will still remain a secret... for now).

The Facebook community will slowly transition into a general group. The official user community is now within the CloseBot application. You can find this community within your CloseBot account sidebar under . See the full blog explaining the new community HERE.

There are several big items being worked simultaneously that has slowed the smaller updates for the week.

You'll likely start to experience some of the benefits of our secret project next week, although the grander vision of this will remain secret until the end of March. Next week you'll also see big changes start to hit the conversations page as we finish testing in our developer environment. That's all for now... now go join the community!

CloseBot is now GDPR compliant. You will begin to notice our trust center accessible via your user settings next week.

You'll see three standard charts in your knowledge base area. These give you a quick look at the status of your knowledge base overall, and also adjusts as you change your filters.

You'll notice the new columns within the knowledge base that show the data for when each upload was last referenced and the total number of times it was used in a reply.

The knowledge base has had an update to its filters, allowing you to better filter what you're looking for. Filter on source, upload type, status, and last modified date.

Next week our focus is officially on the conversations page. We have already begun work on this page, but the updates are not yet ready to be released. By the end of next week you'll see a massive overhaul on the conversations page, making it much easier for you to manage your lead conversations.

Finally, a way for you to show off what you've built to your current or future clients. Learn more about how this can impact your sales and fulfillment process in this BLOG.

Updated to allow for more screen space and simplicity. You'll find smaller persona cards, less vertical space within the job flow table rows, and other cleaner UI elements for both light and dark mode.

The knowledge base area now includes better navigation to the Smart FAQ, also including helpful charts to act as your pulse-check on how your Knowledge base is performing. Also notice the bulk actions available from multi-selecting knowledge base items.

CloseBot follow-ups automatically send on the channel with the highest liklihood of reply. For example, live chat visitors scheduled for a 1 day follow-up are never going to reply... so instead CloseBot is smart enough to send the follow-up via SMS if that agent is allowed to message on that channel. This behavior now works for proactive outreach Smart FAQ as well. Make sure you add Smart FAQ to your job flow tools to take advantage of this! See how HERE.

CloseBot's new enterprise plan is built for those agencies and businesses who need more. Check out our pricing page HERE to see the details and schedule a call with our sales team if you're interested.

As always, working on getting help docs added and updated to reflect all of these changes and updates coming your way!

Next week we will have some updates begin to roll out for the large Conversations UI update, including beginnings of live updating of that page. We are also expecting to be finished with GDPR work next week and will be working more on our Google Drive Knowlege base integration and another CRM source integration. You'll notice the UI of the platform continues to get updates over the next two weeks before slowing again as we turn focus to the massive update that is the custom dashboard reporting module.

If your human sales rep was working on closing a lead and that lead asked a question the rep didn't know, that rep would go ask a manager and reach out again with the answer later. This is what proactive outreach smart FAQ does. Now when you fill in a smart FAQ item, you can choose whether or not you want the AI to attempt to reach back out to contacts who asked that question with the answer. This could re-ignite a conversation that leads to a won opportunity that would have otherwise been lost.

Agency accounts need a way to share what they are building with current or potential clients. Currently, agencies are connecting CloseBot to test sub-accounts and having businesses interact with a live chat or via sms. This is cumbersome to set up and becomes difficult to handle resetting a conversation. CloseBot now allows agency account holders to share a demo page experience of the AI Agent built within CloseBot. You have the option to connect the demo to a source or leave it blank. Demo page visitors can fill in their website, which gets scraped and pulled into the bot knowledge dynamically, and fill in fields that are used within the flow you built. Now it's easier than ever to demo and close more deals!

There were times recently where HighLevel would send us duplicate messages. We've accounted for the possibility of this error on their end with deduplication checks so we only reply once.

Now manually sent messages from HubSpot display within CloseBot alongside AI sent messages and received messages. This gives you greater transparency into the full conversation thread.

If you are currently using these two actions within your flows, they will continue to operate. However, Everything the Validate address action was used for is now covered with the Get Property Details action... similarly, the Save Conversation action has been changed over to the Transcript and Summary tools.

Next the front end team will turn sights towards updating the Agents and Knowledge Base pages of the site to our refreshed UI designs. After that work, they will start the big work of updating the conversations page UI both to the newer design, but also improved capabilities (including live updating of the page). The rest of the team will be starting to look at optimization opportunities for our knowledge base retrieval before starting to implement our integration of our knowledge base with Google Drive. Once all of this is done, the whole team will shift primary focus to our custom reporting module.

OpenAI recently released GPT-5.2. After a lot of testing, we released it to you all as well. However, some of you have found that you prefer the 4.1 responses. We have now given you the ability to go back to 4.1 by adding it as a new AI Provider you can select for your personas. Keep some of the below improvements in mind before you roll back.

GPT-5.2 REALLY likes to use ** and —... We noticed that and rolled out a fix to strip these undesirables from the final replies that get sent to your customers.

You now have the ability again to move job flows to different job flow groups. Do this either from the table view by clicking the dots (⠇) or even from within the flow builder itself.

API docs now have helpful descriptions of what the 100+ endpoints do. Developers, build away! developers.closebot.com

Now those of you with many sources will experience a massive improvement in page load times where we load in your sources. We have made this improvement by implementing more robust pagination.

Sharing a sales page where your potential or current customers can demo the chat experience you've built... proactive smart faq (finally) to reach back out to clients who had questions your AI wasn't able to answer at the time... live updating of the conversations page and general UI/UX improvements all around. Then setting sights on the reporting module to allow you to customize your dashboard with detailed analytics.

CloseBot has updated the final reply for all who are using OpenAI as a provider to use GPT-5.2. Any time a new model is released, it undergoes rigorous testing from our team before it reaches production. This model received the same testing from our team and we found it to be a beneficial update. Nothing is needed from you. It's up to us at CloseBot to optmize for quality on your behalf.

Cleaner developer documentation can now be found at developers.closebot.com. Endpoints now have descriptions and a way for you to test each endpoint within the page using your API key.

Updates were made to our backend logic and prompting to improve the performance of conversational booking on calendars that are using non-standard intervals (like appointments that start every 25 minutes).

The switch action had a few issues that were fixed. When you add cases to the switch, the lines you drag now work flawlessly. Previously, you had to do a screen refresh to get them to work as expected. In addition, navigation related to the switch action has been improved.

Sometimes loading a job flow, the flow would show up as completely blank while the flow was still loading. Nothing is lost when this happens, but still scary for our users. It has been fixed.

This week was focused on catching up from the holidays, getting bugs crushed that people brought up while we were away and setting the stage for Q1 sprints. Next week we will be focusing on making the Conversations page live update with new messages (no screen reloading needed), GDPR and more front end revisions to make the platform even easier to use. We will also work on implementing the long-awaited proactive Smart FAQ. This will allow your AI to reach out with answers to questions people had that it couldn't answer if you fill in the answer within your Smart FAQ area.

The Save Conversation action was requested, but it came with the downside that the summary or transcript would only be saved at that snapshot in time to a field of your choosing. Now with the change-over to having these as two tools, we ALWAYS keep the transcript and/or summary updated and saved to your selected contact field. You can reference it within your CRM at any time, knowing it's always updated. We've deprecated the "Save Conversation" action. It will still funciton as previously designed if you have used it within an existing Job Flow, but you will no longer be able to add it to new job flows.

Wouldn't it be nice if you could set it up so you got notified via email or text message when you receive a notification within CloseBot? Now you can! Simply point the webhook endpoint at something like Zapier where you can trigger the event to be delivered to you however you want or automate external actions when you get a notification from CloseBot.

Sometimes you scrape a website, but realize it pulled in information that you don't want your bot to know about (ex. privacy policy, terms of service...). Now you can go into the settings of a scraped site resource and edit the links that your bot will be on.

CloseBot sees all messages when it's replying, even messages sent and received before CloseBot was installed. However, messages sent from someone manually or via workflow in your CRM haven't displayed in CloseBot. This can cause confusion. Now we show all in and outbound messages within the Conversations page, with different UI for non-AI sent messages.

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.