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.

33 templates have been released that are free for all who purchased CloseBot before January 1st 2025 and anyone with an annual plan. For all others it can be purchased for a one time payment of $499. More free and paid templates will be added as well in the coming weeks.

We now have a native action in CloseBot that calculates the distance (drive time and distance both). This takes two locations (address or latitude, longitude both accepted) and outputs the distance that can be used in later actions.

The previous testing portal was never meant to be the permanent solution. This update to our testing area brings testing within the job flow area, highlighting nodes on-screen as you test your job flow. Enjoy the added simplicity to building and testing your job flows 👏

Note that this testing portal now accesses your knowledge base and allows you to choose the source you want to test the job flow with! You'll also notice that opening up a new test flow will even create a fake contact within your CRM (source) so you can test EXACTLY how the contact would be updated and even test conversational booking and rescheduling/ cancelling directly from the testing portal.

Next up the team will have another week of cleaning up the job flow builder along with part of the team working on implementing the updates to the Job Flow templates. Approximately 60 new templates will be dropping next week, with more being added consistently. Some of the team will also be preparing the back end for a couple of updates to the AI Agent itself (tools and smart FAQ) that will be released the week after next.

It was previously difficult to find the AI logs that matched with areas of troubleshooting. Now there are links within the Conversations page that will auto-open the AI log that corresponds to that activity, response, or decision made by the AI.

There is now a notifications icon 🔔 in your header. This will show errors and informational notifications. For now, this will show the most recent AI Provider errors related to your AI Providers. Monitor this to see when you have keys or providers that are having issues. Clicking an error from the notifications will bring you to the sidebar of the AI Provider page where you will see a list of all of the most recent errors. Clicking the link from that page will bring you to the actual conversation where the error occured so you can see whether or not the conversation was affected by the issue experienced.

HubSpot is now in closed beta with about 10 users. We are not accepting new people into the beta. Full release is expected to happen in October. You can see the beta working on the home page of the CloseBot website since we use HubSpot at CloseBot. The new frontier where agencies will be able to build, deploy and monitor AI Agents for HubSpot customers is near!

You can check our feature requests for items actively in work and planned. All items listed as IN PROGRESS or PLANNED have estimated completion dates listed. The team is currently focused on the revamp of the testing portal to bring the experience within the job flow builder. The first release of this should take place next week! 🎉 There are many good things to come... always innovating at CloseBot!

You now have the ability to filter conversations by different things. This allows you to see the types of messages you want and exclude the ones you don't for better visibility!

Next week will bring a new wave of updates, but also there's been a lot of backend work done that you don't see to prepare for the new push of goodies... testing portal and adding HubSpot as a source. There are big changes coming that will make CloseBot even easier to use for all! 👏

You now have the ability to see when a follow-up is scheduled to be sent, but also to delete that follow-up or change the date and time that it will be sent from within CloseBot. This feature was prioritized to align with our focus on . We want you to have visibility into why and when things are happening at all times.

You'll notice a plethora of improvements on the user interface throughout the site. We've done a large push to go back through the entire app and clean up some things that have been put on the backburner... now that we are stable and finishing up the Conversations page udpates, we wanted to do some clean up for everyone 😊

Next week HubSpot will be in closed beta testing. There will also be some final work to the conversations page for log auto-opening and message filtering. Then the team turns focus to the testing portal of the Job Flow testing area to bring testing in-flow (showing you highlighted nodes as you test your agent).

CloseBot can now send images across all supported channels! Find this ability within the area of the Statement Action. A link to your hosted image is accepted and variables are accepted.

CloseBot now understands audio messages from all supported channels of our sources. On our end, audio is converted to text and we respond to this via text on the same channel. Nothing extra needs to be done on your end to enable this. UI is coming soon to display the audio messages, allow you to play them back, and show you our transcription. (Conversations tab doesn't currently display the text conversion or let you listen to the audio, but that's coming next week).

You're able to open a side contact card to see the values of fields updated by CloseBot for that contact.source.

Easily navigate to the contact within your connected CRM by clicking the link icon in the new contact card.

Hover over different icons within the conversation page to see what your Agent is doing, including details about the value of field updates and calendar availability pulled in from your calendar!