CloseBot added a Sales Intelligence Pixel, which can be added to websites of any source type to 1) track website visitor page views and 2) allow your Agents to see that information and reference it when helpful. This pixel also allows you to add Chat Widgets.

CloseBot's chat widgets win on feature depth and reliability compared to built in HighLevel and HubSpot widgets. Each widget you create for a source establishes a new . Easily route different widgets to different job flows through source filters.

To make it clearer, we've added a toggle that you can enable to edit bot allowed reply hours, changing to quiet hours. Use this, for example, if you're trying to set up a bot that is only allowed to reply overnight. Do this by setting the quiet hours within source settings.

There was a bug in our booking logic left over from our migration to the improved Agentic approach to booking that meant sometimes the AI was not pulling in enough availability slots, causing issues. This has been resolved. We also fixed an issue on our end resulting from the funny behavior of how HighLevel handles contact merging, which would break our connection and ability to reply to incoming messages after a contact merge.

We had so much fun during the launch party this week (recording here if you missed it) that we plan to do another one next week! April 23rd join us for the Live Launch of the Agent Node 😱

🚀 ->

HERE

CloseBot has now finished work necessary for HIPAA compliance! 🎉

This includes having BAAs signed with all necessary platforms that we utilize to run CloseBot. If you would like to learn more about HIPAA compliance and signed BAA for your agency, click HERE to speak with our sales team about an enterprise plan.

Logging improvements are being made across the board, but we have specific logging improvements coming that will be unique to the Agent Node (shown).

Some of you have started to notice booking issues that previously did not exist. Others that have had booking issues have had them magically resolved. Our change to a new booking architecture has shifted things, sometimes causing new issues. However, the data says this shift has improved results overall by 9%.

This new architecture is also similar to what we will be using for the new Agent Node, so it gives us a chance to slowly roll out and monitor performance of the Agent Node even before it's released.

Next week we are having a LIVE LAUNCH PARTY for the Chat Widget 👏 Register for that HERE.

Hopefully we've made it clear that we are working on some rather large items. The Chat Widget is one of those items. Beta users have been testing and we've been tweaking. The Agent Node is a similar big item that will be released April 22nd!

Keep coming back to the changelog to see what we are up to and go vote on features that you'd like to see prioritized!

We've been testing some of the agentic behavior that will come with the Agent Node on everyone's booking node. This was done slowly. We found a 9% increase in liklihood of booking once a lead entered the node if the new architecture was used vs. the old booking node. We also found bookings tended to happen with 30% less messages exchanged. These are the kinds of things we work on on the backend. All of our data allows us to reliably test and move forward or roll back changes like this... and we all benefit.

When leaving the test portal open for an extended period of time, the connection with it would break. We now give you a visual queue when this happens with an easy way to click to re-establish the connection. Simple things like this make the platform more reliable for everyone.

You'll notice a couple of the items in work slid on timelines. We hoped the chat widget would be ready this week. It was close, but not quite. We will have it ready for you next week 🙏 We turned focus before the widget was all the way complete over to the Agent Node...

The Agent Node, however, is ahead of schedule. We will leave the expected launch date as-is, but we will likely expand beta for the Agent Node next week. Custom Tools for Agent Node use will also be ready at this time. Learn a bit more with this 55 second review.

Custom Dashboards are a lot of work to get right... we have a ton of data. The team has been working on building the foundation for this over the past couple of weeks, but we expect work on custom dashboards to go on another 4-5 weeks (hopefully 4). There's a lot of work being put in to this to make sure the dashboards are fast to load and are able to filter the way you want 🙂

And I was wrong about SOC2... it's going to take another 7-8 weeks... not because it's hard, but because our team is focused more on the items that help our users... Agent Node, Custom Tools, Chat Widget and Dashboards. After we get those boulders done, we will finish up work needed for SOC2 Compliance.

Next week is gearing up to be a big one. Keep an eye on our updates. In the meantime, head over to G2 if you can to leave us a review if you appreciate all of this hard work! 👏

Leave a review HERE!

You'll start to notice when you're viewing a contact that an AI Agent is in the process of replying to, you'll see the "thinking dots". This is a great way to know when a bot is replying so you don't interject, and have piece of mind that your system is workinig.

There was general work done on both the front and back end for bug fixes that fix crashes, speed things up, and reduce friction.

Yes, but it's the calm before the storm.

This chat widget will work seemlessly with your HubSpot and HighLevel accounts, but will also bring standalone capabilities to CloseBot. Have clients that don't need a full blown CRM and just need a sweet widget with powerful sales AI? We have you covered.

HIPAA compliance will be available for all enterprise users starting next week. If you need HIPAA, speak with our sales team about an enterprise plan now HERE.

The CloseBot platform has been working toward SOC2 compliance, and is rounding the corner on completion. You can follow our progress on SOC2 and HIPAA HERE.

We did a short run of testing on agentic capabilities and found it worthwhile to implement a general super-node that has access to tools (both built in and custom) and follows your instructions. This will also improve the booking accuracy even further.

We know you need reporting capabilities both for you and for your clients. We are developing a replacement for the existing Home Dashboard to allow you to build your own dashboards... filter how you want... report on what you want... gain clarity and confidenc.

If you enjoy all of these updates and work we are doing, please leave us a G2 review HERE!

In addition to your custom views, we've now included source-specific views by default that are searchable. You no longer have to manually create a view for every source.

The testing portal, client demo portal and conversations page all have live updating. For the testing portal and client demo portal, this live updating sometimes gets broken when you've been idle for a period of time. In this case, there's now visual feedback letting you know whether or not the session is active... and if it's not, there is a button that allows you to restart.

Source settings have been updated to be a full page instead of pop-up. This decision was made knowing that there was a lot of information in that pop-up and it was becoming difficult to navigate. The full-page view makes it easier to navigate and gives us room to add additional functionality like our CloseBot-native chat widget editor.

We have moved the users table and add-user button to the account settings. This declutters our side-navigation to make room for the more important areas of the platform that are visited far more frequently.

Until now, the soonest follow-ups could be scheduled was 5 minutes. Even setting a value less than 5 minutes would result in follow-ups sending after 5 minutes. You can now set follow-ups as fast as 1 minute (still there may be a delay of 1-2 minutes).

We continue work on the following:

We will keep working on smaller items, of course, as we continue focus on these larger features above. Next week we have 2 key team members returning from paternal leave... we are excited to have them back! 🐣

This is a new super-node being tested by a handful of users. The name gives as much of a description of what this is as we feel comfortable disclosing at this time. It will change the way builders build.

There's a lot more dynamic loading happening on both the Uploads page and the Conversations page. Most of the work went into the conversations page to make it load up to 40x faster in some side-by-side comparisons.

Recent UI updates accidentally deleted the ability for white label users to add favicons. This has been put back in place.

Custom conversation providers for HubSpot should now magically work. If they do not, someone please let us know so we can tweak our approach to approach B, which will definitely get it to work.

You'll see from our ROADMAP we continue to stay focused on some bigger boulders...

While we work on these bigger areas, the quantity of features implemented reduces, but the work our team is putting in increases. We will continue to drip out easy-to-implement updates every few days, but our primary focus must remain on these 3 items over the next 3-6 weeks.

The focus for this week was on site speed. After a big visual sprint, it was time to do a similar cleanup sprint for the back end. We combed through the site and found multiple areas where we were able to make improvements that had a positive impact on site performance. You'll find the app is much snappier now!

Light and dark mode each have 3 color schemes you can choose from to customize your time within the app further. OG Blue, Purple and Fuchsia... My favorite is Dark Mode Fuchsia. What's yours?

In an effort to better communicate our events, we have made 2 notable changes to our banners:

Now you are able to click the Source pill or Persona pill within a conversation pane to edit the source or persona settings for that chat without changing pages

The list of job flows attached to a persona has been moved to the updated persona edit modal for better readability. Easily see all job flows a persona is attached to from this new tab.

There were more bugs than usual smashed this week that resulted from...

None of these issues on our end affected production bots. There were notes made of production issues that stemmed from HighLevel. Those issues appear to have affected a small number of users and we continue to monitor and communicate with the HighLevel team.

We have a massive in work that will change how many of our users use CloseBot. This will make it easy for you to deploy highly customizable autonomous agents for businesses. That's all the detail I can give you for now, but a handfull of you will gain early access to alpha test things for us next week. In addition, we will work on custom SMS provider users and focus harder on our module (ability to customize dashboards with the data you and your business(es) care about).

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!