Release notes

AI controls, WhatsApp and lead governance led the month.

• Access control and usage-based billing for the built-in MCP server
• Refreshed Jarvis AI actions on an updated Gemini model, with AI-calling cost tracking
• Bulk WhatsApp broadcasts sent natively from Sell.Do
• Phone-number masking, background processing and soft delete for native WhatsApp
• Sales and pre-sales response-time SLAs
• Lead-churn logic for presales and sales, with configurable pre-sales reasons
• Location-based lead routing
• Lead-listing filters with secondary access and finer reassignment controls
• Custom fields on channel partners
• Multi-level approvals, booking-cancellation reasons and payment-receipt improvements
• Ozonetel outgoing-call updates and an offline-dialer leaderboard
• Custom reports extended to more entities, with support-dashboard automation
• Simplified user deactivation, user access restrictions and admin custom-UI options
• New API endpoints for user and team management
• New AI-native sell.do website launched

A big month for messaging and AI.

• Added WhatsApp via MSG91 as a new messaging channel
• Connected Google Vertex AI to power smarter in-product assistance
• Introduced Webhooks for outbound automation
• Added an AI-driven filter for unresolved conversations
• Added approval steps for bookings and post-sales negotiations
• New 'reassign-by-name' workflow action
• Role-based control over manual lead creation
• Finer visibility controls for UTM marketing notes
• Follow-up customization inside the site visit form
• New possession & fund-transfer notification suite for post-sales

Calling and dashboards led the month.

• Jarvis AI calling integration on Mcube Lite
• Bulk dialer for high-volume outreach
• Support for multiple outbound numbers
• Project and date filters on custom dashboards
• WhatsApp Flow Builder with multi-screen flows and message-retry reliability
• Interest waiver and GST-on-interest handling
• Booking confirmation flow and custom booking stages
• Cross-team task assignment
• Auto-reassign leads after 90 days of no activity

Expanded AI capabilities and calling integrations.

• AI actions and prompt profiles for tailored automation
• Jarvis Exotel AI calling integration
• Broader Mcube Lite support
• New calling vendors: Acefone and Airtel
• Funnel view and date filtering on custom dashboards
• Dedicated new-lead form for channel partners
• Demand-letter 'other charges' support
• WhatsApp template scoring to improve deliverability
• Unit-wise summary report

Sourcing accounts and finance tooling were the focus.

• Sourcing Accounts — treat a client as a channel partner with their own lead view
• Native voice calling and personal WhatsApp
• Credit notes
• Interest letters and waivers, with GST-on-interest calculation
• Custom fields on booking receipts and a finance approval step
• Major Rails 6 platform upgrade
• Round of security hardening

Messaging got more powerful and configurable.

• WhatsApp Flow Template Builder
• Ability to block leads from messaging
• Detailed bulk-WhatsApp report
• AI prompt profiles, including send-email-via-AI
• Credit note enhancements
• Soft-delete for conversations and messages
• Auto clock-in/clock-out attendance
• Multiple Meta pixel / Conversion API credentials
• PAN and Aadhaar validation
• Listing-expiry reminder system for inventory

New access controls and the ConvoZen AI integration.

• Access control on custom dashboards
• WhatsApp conversation counts
• Unit preview option
• Marketing email reply capture
• ConvoZen.AI calling integration
• Search-criteria-based bulk lead export and delete
• Field-view masking
• Timezone-aware date display
• RUNO dialer integration
• Optimized lead bulk dialer for speed

Reporting and AI calling improved together.

• X-Y dimension reporting in custom reports
• Access control in custom dashboards
• Rich-text notes editor
• AI calling UI improvements and ConvoZen.AI enhancements
• Gmail/Outlook integration
• WhatsApp export
• Approval flow for applicant deletion
• Project-unit activity auditing
• Published-by field for inventory

Native WhatsApp flows and the start of Deal management.

• Campaign fields on site visits and bookings
• Native WhatsApp flows — builder, workflow events, and templates
• Start of Deal management
• Multi-value select and multiple approvers in routing
• Automated WhatsApp reminders and follow-ups
• Refined AI call screens
• Expanded Gmail/Outlook integration