Changelog

Follow up on the latest improvements and updates.

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CloseBot V2 is now known as CloseBot and V1 is known as CloseBot Classic. Both continue to work, but the registration page for V1 is now closed. Welcome to your new home!
Resources
We have not only been working hard on the product, but also the documentation and other support processes to make sure you win.
V1 users need a streamlined way to migrate to V2. This has been a large undertaking, since V2 is a complete re-build of the platform, bringing much greater capability. However, the migration plan has now been established and is in testing.
Read more HERE or check out the video walkthrough below

new

improved

fixed

May 2nd Update

Leaderboard Updates
- usernames are used for leaderboard display in case you'd like to remain anonymous
Persona Table View
- Personas now have the carousel view and a new table view that's searchable
Duplicate Job Flows
- Menu for job flows that allows you to duplicate, test and other settings for agent job flows
Better Job Group Creation UI
- More intuitive UI for group creation as well as the ability to create groups from within the job flow wizard
Objective Advanced Settings Individual
- Each objective part has its own advanced settings
Delay Variable Auto Move On
- The delay action that waits for the value of a field in your source to be filled out now moves on to the next action in line automatically instead of checking only when a new message comes in
New UI for Testing
- Now you'll see an improved testing UI complete with an AI summary of the Agent's thought process
First Production Release!
Feature Updates:
  • Revamped General UI of the product
  • Introduced new settings UI
  • Rearranged Agents page to show off Persona roster and workflows
  • Dropped brand new Workflow Builder Interface
  • Repaired some bugs from Comet.
  • Introduced new dashboard with metric tracking
  • Created first iteration of the Leaderboard for metric competing
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  • Updated the testing interface to a new UI
  • Fixed the invisible and disconnecting sources
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Features
  • First updates to the production User Interface
  • Canny now introduced natively into CloseBot: Changelog, SSO from V2 login, and Feature Requests
Fixes
  • Invisible sources are now solved in some circumstances
Features
  • First iteration Prompt powered Bot Builder
  • First version Real Estate API Integration
  • Multi-Source to file relationships
  • HubSpot Message handling (install and variable setting coming soon!)
Fixes
  • Custom variable setting in GHL
Features
  • Conversation node added - general node that uses AI to continue conversation
  • Conversation variables now added! These can be set in objectives only for now.
  • Multiple sources supported on a single bot
  • Action view inside of testing screen now added, with simplified log viewing
Fixes
  • Logout should be more stable
  • Templates now work
  • User invite flow should now work
  • General website stability improved
Features
  • New actions:
  • AI Statement
  • Delay (Variable)
  • Custom WebHook (More info and capabilities to come)
  • Conversations continue if no end is set
  • Action titles adjusted to indicate what the node does
  • Actions now separated by capability
  • Actions now have advanced settings
  • Branch coloring and edge labeling for True/False cases
  • Text file editing in Knowledge Library (some fixes needed)
Fixes
  • Making more progress on sign-out problems...
Surprise Feature
While having a drink last night, the devs thought the comparator was pretty cool, but then thought, "What if we added AI?". So here you go, an AI Comparator node.
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