Release notes

Deeper MCP, enrichment in workflows, and post-sales refinements.

• MCP usage tracking and agent-support workflow steps
• Lead Enrichment as a workflow action, with additional enrichment filters
• Inactive-project labels shown consistently across the CRM
• Post-sales negotiation approval configuration
• Booking receipt UI refresh, editable cost details and invoice UI enhancements
• Bulk actions on the receipt index page
• Save any filtered view as a smart/search list from the index page
• Duplicate-lead handling enhancements
• Select the first milestone date at tower creation
• Payment-schedule variables for emails, plus daily user login/logout reporting

Lead Enrichment v2, the Offline Dialer, and deeper MCP.

• Lead Enrichment v2 — enrichment dashboard, bulk enrichment, enrichment credits and mobile notifications
• Lead-enrichment filters across the pipeline
• Offline Dialer leaderboard and call-disposition modelling
• Mandatory lead-stage capture on call feedback
• Deeper MCP: usage tracking, balance transfer when a user's role changes, and access refinements
• Bulk update of lead fields
• Channel-partner firm name with import support; CP included in site-visit and default exports
• Post-sales fixes: reply-to-lead email, booking receipt UI, and receipt/credit-note details on approval pages
• Scheduled-meeting sourcing module, and separate follow-up scheduling for pre-sales and sales users
• Source and sub-source enhancements, plus a new lead-drop report
• Dashboard widgets now show correct display names, with month-to-date enhancements

Lead Enrichment, the MCP server, and stronger outreach compliance.

• Launched Lead Enrichment to append and score buyer profiles automatically
• MCP server access control, billing and usage tracking — govern which users and AI assistants can connect
• Gupshup v2 WhatsApp integration, plus a bulk WhatsApp message utility with wallet-balance safeguards
• Phone DND screening and email verification to keep bulk outreach compliant
• Google Vertex AI and Gemini model upgrades powering smarter in-product assistance
• AI actions and agent-in-workflow steps for tailored automation
• Pre-sales and sales lead-churn logic, with response-time SLA tracking
• Configurable approvals for the booking flow and post-sales negotiations
• Client stages and sub-stages, plus additional account stages
• Custom fields and custom roles for channel partners and post-sales
• Restricted lead reassignment to the manager hierarchy
• Per-tenant custom JavaScript for UI customization, and mCube Pro DTMF/IVR calling with user-wise DID mapping

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