• ⭐️ Source Views in Chats
  • ⭐️ Visual Chat Update Session Status
  • ⭐️ Source Settings Visual Improvement
  • ⭐️ Improved Settings Layout
  • ⭐️ Follow-ups Now Working 1 Minute
  • 🤷 Users moved to Account Settings
  • 🐞 Removed Global Search for Client Accounts
Source Views within Chats
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.
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Visual Status of Chat Sessions
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.
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Source Settings
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.
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Users Now in Account Settings
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.
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1 Minute Follow-Up
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).
What's Next?
We continue work on the following:
  • Agentic Node (est. 5 weeks away)
  • Custom Reporting (est. 5 weeks away)
  • HIPAA & SOC2 (est. 2 weeks away)
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! 🐣