new

improved

fixed

July 25th Updates

This week was the last week focused solely on bug fixes. You'll see there have been many changes:
  • ⭐️ Initial changes to the conversations UI page
  • ⭐️ Adding the chat widget channel as an option
  • 🐞 Custom fields/values sometimes not pulling into prompt
  • 🐞 Prompting optimizations around multi-objectives
  • 🐞 Booking and rescheduling/cancelling prompt optimization
  • 🐞 Smart follow-up and general follow-up prompting improvements
  • 🐞 Double message improvements during HighLevel slow response times
  • ⭐️ UI improvements on the Client portal not to show certain things
  • 🐞 Wallet card bug fixes during adding cards
  • 🐞 Handle failed payments to wallet and subscriptions
  • 🐞 Knowledge Library fixes
  • ⭐️ In-app onboarding call booking
Conversations UI
You'll notice a change in the conversations UI that allows you to clearly see how many objectives the Agent is working on and which nodes with clear icons. Hover over icons to see more information about them. You will also clearly be able to see booked appointments from within the UI and the time taken to generate a response. You'll also see icons for each knowledge library item that was pulled in for reference.
More changes coming to this screen next week will include the ability to click on icons to hyperlink to appropriate logs for quicker troubleshooting and more details in the
details
section (like time the message was sent and estimated profit based on re-billing settings). You will also see follow-ups displayed here with the ability to modify and delete follow-up times that are scheduled.
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Chat Widget Channel
The chat widget is now added as a channel. This refers to the SMS Widget that HighLevel supports. When a message comes in on this channel, we will responds via SMS.
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Multi-Appointment Booking Optimizations
Some users wish to allow Custom Scenarios to jumpt to a booking that has already been booked previously. Remember, by default Custom Scenarios can be entered multiple times. This allows you to let a contact book multiple appointments to the same calendar. Common for repeat customers.
Follow-Up prompting improvements
Follow-ups now sound a lot less awkward. Next week we will release an update that allows you to edit
extra prompting
for follow-ups, but this was the first step. It has taken so long for us to release this feature because of our hard mandate on no new features until we reached stability.
Client Portal Updates
The client portal was previously showing these items in the sidebar that should not have been displayed.
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Knowledge Library Fixes
The knowledge library is now much more reliable and we are open to feedback! We display when items are loading and when they have finished loading.
In-App Onboarding Call Booking
We now give you the ability to book your onboarding call(s) from within the CloseBot interface. This includes rescheduling instances of you missing your onboarding call.
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