Automatic follow-up sequences
New post-conversation follow-up system built into AI agents. Set triggers (bot or human), define AI-powered evaluation scenarios to decide when to send a follow-up, and build a step sequence with configurable delays. Each step can be an AI-generated message, a WhatsApp template, a pending manual follow-up, a custom field update, or an automatic case closure.
Follow-up configuration with triggers, scenarios and step pipeline
Calendar view for contacts
New Calendar view type that groups contacts by a date custom field. View contacts in a monthly format with a daily agenda and a “No date” section, reusing the same Kanban cards.
Create a Calendar view for contacts
Document extraction (OCR)
AI agents can now automatically summarize PDFs and describe images received via WhatsApp. Configure the language, customize extraction prompts, and test results with the built-in testing lab.
Document extraction settings with custom prompts and testing lab
Two-step login with OTP code
New login flow with an access code sent via email. Click “Log in with a code” from the login screen, enter your email and receive an OTP code to sign in without a password.
OTP login via email
Improvements
Improvements
- Chat Forward messages to one or multiple chats with the new forward button.
- Chat Attach multiple files at once and drag & drop directly into the composer.
- Chat “View transcript” dropdown on audio messages.
- Chat The ad the contact replied to is shown as an inline bubble in the chat.
- Chat Playback speed control (1x, 1.25x, 1.5x, 2x) on voice notes.
- Chat Quick access to templates when the 24-hour window is closed.
- Chat Chat filters are persisted in the URL for shareable searches.
- Chat The contact’s phone number is a direct WhatsApp link.
- Chat Toggle button to mark as read/unread.
- Chat Chat assignments are reflected instantly via WebSocket.
- Chat Configurable policy for marking messages as seen.
- Chat “Scheduled follow-ups” filter chip in the chat list.
- Fields Repeatable custom field groups: create independent instances per contact with version history.
- Fields New “Convert to extractor” entry point from the custom field menu.
- Templates Edit approved or rejected WhatsApp templates directly from the UI.
- Teams Individual availability status with automatic fallback to the general setting.
- Campaigns Meta payment warning on the first campaigns created.
- Classifiers You can now edit existing classifiers in addition to creating them.
- Dashboard New follow-up count and effectiveness widget.
AI Agents
AI Agents
- Agents Async category classification with customizable guardrail: enable the toggle and define the guardrail criteria that filters before classifying.
- Agents Suggestion Mode chart: view approved vs rejected responses per day.
- Agents Feedback tickets are grouped by issue, with static test presets and real chat history recreation.
- Agents Rated messages list with direct link to the chat.
- Agents JSON view for Tool Call Input/Output in feedback.
- Agents Aggregated tool errors chart in the admin dashboard.
Performance
Performance
- Chat Lazy loading of messages: removed massive per-chat prefetch, improving load speed.
Bug fixes
Bug fixes
- Chat Fixed an infinite loop in the forward message modal.
- Chat Custom field badges update live in the sidebar.
- Chat Messages no longer lose their preview when receiving WebSocket updates.
- Chat Images no longer show the raw caption as an AI description.
- Chat The forward message modal now filters and paginates correctly.
- Contacts Fixed an infinite request loop in field group hooks.
- Calendar Only the first letter is capitalized in date titles.
- Calendar View creation and editing now correctly send the date field to the backend.
- Dashboard Fixed an off-by-one date error in the Suggestion Mode chart.
- Availability The availability toggle works correctly in the user menu.
- UI Fixed a checkbox reading as a radio button, along with i18n and overflow bugs.
Chat cases
Each conversation can now have associated cases. Open and resolve cases directly from the chat bar, view events in the timeline, and filter the chat list by active cases. The inbox shows a quick summary of active cases and escalations.
Chat inbox with active cases and escalations summary
Advanced filters and presets
The chat now has an advanced filter panel with combinable criteria: assigned user, AI agent, audience, campaign, sent template, and custom fields. Save combinations as presets (personal or group) and access them from the presets bar with distinctive colors.
Advanced filter panel with combinable criteria
Saved presets with color-coded categories
Improvements
Improvements
- Chat WhatsApp-style voice notes: record and play with real-time audio waveform, sender avatar, and playback controls.
- Chat Product catalog: browse and send catalog products directly from the chat, with category filtering.
- Chat Send location and contact messages via WhatsApp directly from chat.
- Chat Contact name is now editable from the top bar.
- Chat Assigned user and AI agent controls moved to the top bar for quick access.
- Chat Input is locked when the chat is assigned to another user, preventing crossed messages.
- Chat Pending tasks bar above input with quick check to complete.
- Chat Visual assignment indicator on each chat in the list (user avatar or bot icon).
- Chat Status dot on the assignment chip: green (user assigned), yellow (AI agent active), red (unassigned).
- Chat Users are grouped by category in the assignment selector.
- Chat Interests moved to the contact panel as a collapsible section.
- Chat Contact and location cards have a cleaner design without gray background.
- Chat Session/connection name shown in the contact information panel.
- Chat URLs in tool output are now clickable.
- Chat Separate staff strip inside the chat with differentiated menus.
- Chat Per-session unread count in tabs.
- Fields No limit on visible tags in the chat list cell.
- Fields Tags with characteristic color in the chat list.
- Presets Preset permissions by category group (personal or group, no longer company-wide).
- Campaigns Template search now filters server-side, showing all available templates.
Teams
Teams
- Team New “Availability” column with On/Off switches per category directly in the table.
- Team Channel/session selector in assignment rules (audience and channel optional).
- Team Assignment rules editor with reorder and priority in a dedicated tab.
- Team Manual or Round-robin assignment mode selector.
Automations
Automations
- Trigger New “Contact inactivity” trigger: run actions when a contact doesn’t respond in X hours.
- Trigger New “Contact enters audience” trigger: activates when segment conditions are met.
- Automations Relative date operator in audience filters: “More than X days ago” and “Within the last X days”.
- Automations Scheduled automations can be run on-demand with a button.
- Automations Internal logs visible per action in the execution history.
Dashboard
Dashboard
- Dashboard New time-between-states Kanban metric with bar chart and deltas.
- Dashboard Per-user comparison table with selectable KPI columns.
- Dashboard Member filter that recalculates all metrics over their assigned chats.
- Dashboard Multi-value selection for cycle and milestone state metrics.
AI Agents
AI Agents
- Agents DEV and PROD environments for flows and policies: edit in development and publish to production with explicit action.
- Agents Guardrail ON/OFF toggle from agent management.
- Tools Manual chat tool execution panel from the contact panel.
- Tools OAuth credential selector in tool configuration.
Integrations
Integrations
- Google Contacts New Google Contacts import with a 2-step wizard.
- Ecommerce New Ecommerce section with waiting list and inline/bulk status changes.
Fixes
Fixes
- Chat Fixed infinite request loop when opening advanced filters.
- Chat The “unread” button no longer gets stuck or disappears unexpectedly.
- Chat Outgoing voice notes display in gray (green/blue only for incoming).
- Chat Fixed incoming contact render and location mini-map.
- Chat Location map no longer overlaps with modals.
- Team Fixed collapsed assignment tab on narrow screens.
- Team Permission reading with fallback for new modules.
- Permissions Admins always have access to all modules.
- Fields Removed horizontal scroll in custom field options list.
- Messages Fixed number selection when scheduling a message.
- Automations Back button in history correctly returns to the list.
- Connections Correct provider logo shown in External connections.
- Connections Removed connection to obsolete WhatsApp Web endpoint.
First changelog version. Updates, improvements and fixes will be posted here.