Follow new updates and improvements to

May 14th 2024

New features:

  • Adding more information about automatic aggregation in the Aggregators section (datetime of the last calculation, datetime of upcoming calculation and interval unit and its value)

  • Adding possibility to recalculate an aggregator manually

  • Allowing to set specific time to start automatic recalculation

  • Allowing to chose interval unit of automatic aggregator recalculation (days/hours)


  • Adding Product feed synchronization failure as a new incident in the Incidents list and new email notification send immediately after the incident would take place

  • Blocking next step of Import if no attribute is selected

  • Optimization of Loyalty campaigns loading

  • Changing sender name to more universal one ("from" changed to "|")

  • Updating the ticket update history when changing the ticket's status

  • Using the same Email message name and SMTP settings in the Test email


  • Allowing to turning off an automation with "Save and exit" form in Automation editor

  • Showing proper error message when trying to update agent email with already existing one

  • Returning name instead of id in the redirect URL of product category in the product profile

  • Stopped showing an error just after opening the Media retention form

  • Stopped showing the same records multiple times in the People/Companies/etc. sections when Search button is clicked multiple time in a short period of time

  • Stopped creating the same records multiple times in the Popup/HTML block/Data collector/Email message/KB article/KB category editors when submit button is clicked multiple time in a short period of time

  • Allowing to set JSON attribute value properly with GUI (as JSON and not String) which makes it possible to returning value of the specific key with snippet tags

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May 14th 2024

New features:

  • Adding possibility to selecting and dragging multiple modules at once

    Shift / MetaKey + right button - create lasso to select bricks in area

    Shift / MetaKey + right button click on specyfic brick - add/remove brick from collection


  • Returning statistics based on selected date range for all campaigns types' summaries and automations' list

  • Adding new outputs for Send SMS campaign automation module (On sent/success/failure)

  • Stopped returning the product events when filtering conditions aren't met - Product events snippet tag

  • Showing more specific information in error message when trying to save automation with the On date & time automation module scheduled for the past datetime

  • Allowing to create a company from Create a deal form

  • Allowing to select all user's custom attributes created in the Client's attribute change automation module even those which were created after adding the module to the automation


  • Sorting Default replies alphabetically - Inbox and Tickets

  • Allowing to search Default replies by their name and content (and not only name) - Inbox and Tickets

  • Allowing to send Test email from the last step of email campaign creation

  • Returning activities based on an agent's timezone when filtering by date range or the rest of date parameters (today/tomorrow/next week/etc.) - Activities section

  • Allowing to trigger Page visit module regardless the string's case or formatting

  • Showing the correct number of unique timeline's entries immediately, even if an event is deleted

  • Allowing to search all email templates when sending the email message from the user profile

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April 24th 2024




  • Updating public API documentation
    (new endpoints included)

  • Allowing to use "text/html" header for an xml file used in product feed synchronization (the same as already working "text/plain" and "application/xml" headers)

  • Adding possibility to change category of the active email campaign

  • Optimization of the aggregators calculations

  • Updating of the French translation

  • Adding sorting including all campaigns (not only campaigns from one page) for all campaigns types

  • Adding more information about archived campaigns
    (similarly to those visible in the main campaign views)

  • Adding button to go to previous page inside an automation editor


  • Allowing to add to list if the number of the lists is more than 100 (lack of pagination)

  • Returning activities based on date range and an agent's timezone (not only in UTC) in the Activities Standard view

  • Returning proper request status and frontend message when trying to schedule a call with company name with more than 32 characters (Google calendar integration)

  • Reduced size of the iframe with YouTube video inside a chat message in the chat widget

  • Changing the placeholder inside Category selector in the Create message form

  • Changing names of the statistics in Webpush campaigns to more accurate

  • Allowing to uncheck the selected Default country code and Default currency in the Country specifc settings

  • Returning proper Segments names in Dashboard's widgets

  • Blocked possibility to send campaign multiple times after on multiple clicks on "Publish campaign" button

  • Changing redirect url in the "You have been mentioned" email notification to proper one

  • Stopped showing the same attribute multiple times in the profile view if the attribute with the same name was created multiple times

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April 17th 2024




New features:

  • Adding possibility to export data with the REST public API from specific date range or segment.

    POST /api/public/exports/
    GET /api/public/exports/{file_name}/download/

    Type of data which is possible to export right now:

    • people

    • deals

    • email_delivery_logs

    • sms_delivery_logs

    • email_clicks

    • companies

    • activities

    • tickets

    • products

      (Full documentation will be added in the APIdocs soon)

  • Adding possibility to get the full list of exported files with the filtering options.

    GET /api/public/exports/

  • Allowing to use date type custom attributes for the Deals snippet tag {% deals %} for the filter_by and order_by parameters


  • Adding filtering by date range parameters for all results in the all of the lists inside the application (Email campaigns, SMS campaigns, Automations, Embedded forms, etc.)

  • Allowing to add YouTube video (as an iframe) inside messages and notes on pasting the full url for the video

  • Showing the unsubscriptions types inside the Email message variations in the email messages preview


  • Handling daylight saving time change in the On date & time automation module

  • Handling the frontend errors visible only inside the web browser dev tools' console when entering list of Mobile push notifications, Incidents list, Email notifications logs and Email campaign's summary

  • Adding proper redirections from /crm/reports/ and /calendar/event-types/

  • Allowing to use automation Timing Only on given week day if the automation's Timing wasn't the same in the previous automation update

  • Showing agents assigned to the companies in the Company section view

  • Stopped to allowing entering the Simple Drag & Drop email message editor for the message which has been created/updated with the Code editor already

  • Showing proper Domain sender name when removing the sender

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April 17th 2024




New features:

  • Adding possibility to export all clicks from all the email campaigns from the specific period of time (Email Campaigns section > Settings > Export all clicks)

  • Allowing to use Email campaign attributes snippets outside {% email_campaigns %} tag to make it possible to print all details of sent campaign (previously with just {% email_campaigns %}Β  we could print details of previously sent campaigns only)


  • Showing selected elements when searching in Export form

  • Showing message title inside the Simple Drag & Drop email editor

  • Returning translated text in a browser card, based on the browser's language

  • Adding icons for the documentation dropdown

  • Showing more accurate placeholders in the Create/Update Ticket form

  • Adding columns with Sending, Message, Campaign and User IDs for the Email delivery logs and Email clicks exports - which allow to match user<>campaign<>sending<>message

  • Removing chars limit in the Update an attribute, Update company attribute, Update deal attribute and Update ticket attribute modules to make them easier to set up with snippet tags


  • Changing the name of the Merge users form and removing additional _x from custom attributes names inside that form

  • Returning proper information when using Search in custom attribute list

  • Stopped returning content of the previously opened message in the email message Code editor

  • Adding Thank you page editing step for specific Popup templates

  • Making the Abandoned deal status operational in the Update deal attribute automation module again

  • Stopped to returning week days in the automation's settings if the automation Timing has been changed from Only on given week day to any other Timing option

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April 5th 2024





  • Unification of the operating logic of the Test email and the regular Email campaign

  • Showing list unsubscription in Unsubscribed users' list in an Email campaign

  • Returning specific agent's email messages when the Agent selector in email Messages view is used

  • Allowing to add a proper independent list inside the other list in Knowledge Base article

  • Removing horizontal scroll in the Segments selector in the People section

  • Allowing to apply the agent assignment from the user in the "Update company attribute" automation module

  • Allowing to reset date range in Activity Standard view filtering without the need for resetting the rest of filtering settings

  • Changing descriptions inside Webpush campaign editor

  • Switching on Admin toggle in the Access level settings, automatically switch on the rest of the toggles

  • Restoring the Thank you page editor for Popup templates

  • Showing proper modal during saving an email message in the Code editor

  • Stopped showing weekdays for the automation in the automations list after the automation's Timing from "Only on given week day"

  • Showing proper units for the automation settings when "For the next x days" Timing is chosen

  • Showing the Total and Unique email openings in the Email openings view

  • Stopped to autocomplete Update company form inputs with data of previously opened company when opening the profile from another profile using Search

  • Stopped requiring selecting the specific product when setting the "Product event trigger" automation module

  • Updating Name and Subject in the Update message form (Email message editor)


  • Updating aggregators to more modular and readable structure

  • Updating send_message_as_user endpoint - conversation_id in response, source in payload and no limit for content (API)

  • Adding the unread status for the mobile API conversations

  • Adding info about IP Addresses for the agents logging in with microsoft or google accounts

  • Returning the Segments based on selected Category in Daily segment size Dashboard's widget

  • Adding the button allowing to go back to previous page in Segments view

  • Adding redirect to the Email campaign in "Send an email campaign" automation module

New features:

  • Added possibility to run aggregation without automation module "Aggregator" (it's accessible from an Aggregator's settings)

  • Added possibility for export an automation's logs

  • Added Azure Active Directory to the login system

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March 28th 2024





  • Allowing to enter the Ticket without a name from User or Company profiles

  • Changing the name of a header in Data collectors section to proper one

  • Center the elements of the "No data" layout inside Dashboards' widgets

  • Allowing to create a company form a Deal's profile (the same as it works in the User or Ticket profiles)

  • Redirecting to Advanced view of Deals section instead of Kanban view when selecting specifc deal segment from deal segments list

  • Allowing to redirect to the company profile from the User profile

  • Stopped returning the same language as the KB article has in the translate selector

  • Stopped allowing to create the Dashboard without a name

  • Validating the name in the Landing page editor

  • Center the loader in the Search section

  • Shortening the preview to the name of the Dashboards

  • Returning proper IDs of the agents in the Team management section

  • Stopped allowing to set the same category as its parent category

  • Showing status of "Require two-step authentication for all agents" in the toggle in Team management section


  • Automations' section loading speed up

  • Adding the X button for remove all selections in the Deal loss reason selector

  • Translating the text for the webbrowser tabs

New features:

  • Added possibility to trigger Product event trigger automation's module with product's Category or Segment

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March 21st 2024





  • Removed "Enable the path only in specific days" option in the automation settings if it was turned off

  • Stopped blocking showing all the new activity types after setting the order for activity types

  • Stopped showing Unsaved changes warning in the Update product form, when no changes have been made

  • Allowing to zoom in/out the media from the chat messages

  • Resizing the Default reply form inside the Ticket profile when using a small resolution

  • Adding the right redirection for deal segments (Advanced view instead of Kanban view)

  • Showing Product category name in the Filters when the Product segment is selected

  • Allowing to enter the Ticket profile from GUI when the ticket has no name


  • Adding the status key for the /users/import/status/ response (Public API)

  • Adding a loader for the pagination in the Default replies

  • Stopped the automatic selection of the Sender when the Custom domain is chosen (Email campaign editor)

  • Showing Agent data in a more accessible form in the main navbar

New features:

  • Added possibility to set the order and visibility of attributes in the agent, company, product, deal and ticket profile

  • Added possibility to filtering API hooks based on the source of the Chat message

  • Added possibility to see filtered users inside On date & time and Filters automation modules

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March 7th 2024





  • Updating Access Level's settings' options

  • Blocking the possibility of adding an empty string to the list of Allowed file types

  • Stopped showing conversations with a new message when conversations are filtered by the message type which is not the same type as the message from the conversation with a new message

  • Showing proper user details in the Inbox when changing filtering conversations by message type

  • Long text in the timeline record or chat message/note input doesn't hide the right side panel in all types of profiles (User/Deal/Company/etc.) or the Inbox

  • Reconnecting websocket when snoozing the PC

  • Stopped showing support widget when it's hiding the send chat message button in the Inbox

  • Stopped breaking the main navbar or dialogs for GIF, Default Replies and KB in the Inbox when setting very low resolution


  • Optimizing loading of the Tags list view

  • Standardizing the style of Snooze, Archive and Close buttons in the Inbox

  • Showing the information about no internet connection in the Inbox when it's the case

  • Making the message input expandable in the Inbox

  • Added the warning message when closing the Create activity form

  • Blocking the Send a message and Reply and close buttons when the message input is empty in the Inbox

New features:

  • Handling the snippet tags in In-App messages

  • Added Remove tags option to the Manage selector in the People section

  • Added the date range selector for all the types of campaigns and Tools

  • Added the new changelog to the main navbar

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February 28th 2024





  • Returning proper options for the User lists when it's used in the segment

  • Showing floating point numbers and integer product attributes in product events when their value is 0

  • Not filtering product events per product

  • Ignoring the invited agent with the same name as another active agent when assigning the activities with the CSV importer

  • Showing info about no notifications in the Notifications panel

  • Changing the information about no event attributes in the list of event attributes

  • Showing all the conversations in the Inbox when changing the category and removing the conversations multiple times

  • Showing conversations' loader below the conversations list in the Inbox


  • Showing User with a hardbounce attribute in the User profile

  • Sorting options in the Manage in all sections except the People section

  • Made the Filters dropdown stays open after selecting an agent in the Deals kanban view

  • Shipment type selection is required when creating the email campaign

  • Showing information about new conversations in the Inbox

  • Adding the ability to add names to each REST API, FCM and Mobile SDK key

New features:

  • Adding Remove tags option in the Manage in the People section

  • Showing all the set Timing options for the automation in the automations' list

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