Release notes

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

Inventory and routing were the highlights.

• Custom field groups
• Document-type support for PDFs in Quick Add Unit
• Multi-value select in routing
• Only-phone lead strategy
• Lead import for the manager role
• WhatsApp widget and mobile notifications
• Retry support for reporting jobs
• Progress on Deal management and multiple-approver workflows

Conversations in sales view and lead versioning.

• Conversations brought into the sales view
• Site visits inside native WhatsApp
• Lead versioning
• Referral leads (DRA)
• Bulk re-engagement activity
• Timezone improvements
• WhatsApp widget and mobile notifications
• Round-robin assignment moved to Redis for reliability
• Bulk WhatsApp actions now handle 10,000+ leads

Marketing and bulk operations got attention.

• Meta Conversions API support
• Discount on additional inventory
• Liquid templates in ERB documents
• Improved bulk import
• WhatsApp widget, EXP integration, Gmail/Outlook integration
• Role-wise AI access
• TAT (turnaround time) field and calculation for leads
• Overhauled lead deletion with clearer role-based controls

AI email composer and a unified cost-sheet UI.

• AI email composer
• Consistent cost-sheet and payment-schedule UI
• Clock-in/out-based lead assignment
• Expanded ConvoZen integration
• User-lookup custom fields and multi-lookup field types
• Bulk click-to-call for the manager role
• Audio and sticker message support in native WhatsApp

Focused on calling and reporting flexibility.

• Overnight-shift call availability
• AI call analysis billed by call duration
• Talktime on call invoices
• Native WhatsApp file bulk
• User-lookup and entity-lookup custom fields
• reCAPTCHA v2 in webforms
• Custom-report date-range limits
• Start of Deal management

Integrations expanded widely.

• Wix and WordPress integration
• Native WhatsApp and bulk WhatsApp messaging
• AI call analysis
• Bulk dialer for admins
• New calling integrations: Airson and Mcube v2
• Default custom dashboard
• 'Dropped-by' custom report
• Liquid templates in ERB
• Role-based editing access for leads