October 2025 Updates
Overview
October 2025 brought 119 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.
Streamline Calendar Setup with Auto-Generated Slugs
This feature makes setting up calendars faster and smoother by automatically generating a unique slug based on the calendar name.
Recurring Webinar Settings Streamline Your Scheduling
Introducing Recurring Webinar Settings We’re thrilled to announce a new feature that simplifies webinar management: Recurring Webinar Settings. Now, you can easily schedule webinars to recur on an ongoing basis without needing to manually duplicate your efforts each time.
Calendar View Enhancements Now Live in LABS
This new design is tailored specifically for you and is currently live via LABS. What's New Dedicated Views by Scheduling Types Meetings: Includes all existing calendar types such as personal, round-robin, collective, class, service calendars v1, and service menu.
Introducing 3D Secure for NMI and Square Payments
3D Secure was already a part of our supported features on platforms like Stripe and Custom Providers.
Boost Productivity with Element and Slide Cloning in Form Builder
This feature allows you to seamlessly duplicate form elements and survey/quiz slides, eliminating the need to rebuild them from scratch. What’s New 📋 Clone any form element: Easily duplicate custom fields, text, and image blocks.
Unveiling Enhanced Quizzes with Personality Styles and Rich Editing
Discover the Enhanced Quizzes: Personality Style Quizzes and Editor Upgrade We're excited to unveil a major upgrade to our Quizzes feature, empowering you with greater control, customization, and creativity in crafting your quizzes. New Features for Personalization and Engagement 🎭 Individual Category Section for Personality-Style Quizzes With our new capability, you can now design personality-...
Enhance Quiz Management with New Builder Features
Enhance Your Quiz Experience with New Features The Quiz Results page has undergone a significant update to make your quiz management experience smoother, more flexible, and ultimately smarter. These new features are designed to give you greater control over how quizzes are structured and scored.
Easily Rename Your WordPress Site from Hosting Dashboard
Edit Your WordPress Site Name Easily We're excited to share that you can now rename your WordPress site directly from the site info screen in the hosting dashboard. Let's dive into what’s new.
Texas SMS Safeguard Simplifies Compliance Effortlessly
Texas SMS Safeguard — Simplifying Compliance with One Toggle What It Does We're excited to introduce a new feature that simplifies compliance for SMS communication. With a single toggle, you can now automatically block marketing and promotional SMS/MMS that are either to Texas recipients or sent from Texas area-code numbers.
Introducing Granular Permissions for Payments Management
Granular Permissions Now Available for Payments Management We're excited to announce a significant enhancement designed to offer businesses greater control over payment operations. Our updated Roles & Permissions feature now allows you to assign fine-grained permissions specific to various payment-related tasks.
Customize Contact Labels in Email Builder for Enhanced CRM Flexibility
Customize Contact Labels for Enhanced Email Builder Utility We're thrilled to announce a new level of customization for your CRM experience. You can now personalize contact labels directly in the Email Builder, offering you unprecedented flexibility tailored to your business needs.
Enhance Your Estimates with the Power of Photos
Add Photos in Estimates: A New Way to Enhance Your Client Proposals What’s New. The latest update allows you to enrich each line item on an estimate with up to four photos.
Enhance Your Invoices with Customizable Layouts for a Professional Edge
Customize Your Invoice Layouts for a Professional Touch Our latest feature enhancement brings you the power to customize invoice layouts, allowing you to fully control the look and feel of your invoices. You can now transform your invoices to reflect your brand identity with ease.
Introducing the New Tracking Script Feature for Effortless External Form Submission Capture
Overview We’re excited to introduce the new Tracking Script feature. This powerful update allows you to install a tracking script on any external website, validate the setup, and effortlessly capture external form submissions directly into the platform.
Enhance Your Workflow with AI-Powered Automation
Our new Workflow AI Builder empowers you to effortlessly automate tasks by simply describing your objectives using natural language. This innovative feature leverages AI to construct an entire workflow structure, encompassing triggers, actions, wait times, conditions, and even pre-written content.
Streamlined Quiz Builder with Enhanced Section and Score Control
Key Highlights Section Visibility Panel A new left-side panel in the Quiz Builder now displays all quiz sections. Add Sections with Templates Speed up your quiz creation process by using pre-built templates to add new sections.
Introducing Traffic Source Analytics for In-Depth Visitor Insights
Our latest feature, Traffic Source Analytics, offers a detailed breakdown of your traffic sources, allowing you to compare paid versus organic traffic, track emerging trends over time, and dive into specific days or channels that matter the most to your business. Channel Breakdown at a Glance With a new channel breakdown using stacked bars, you now have the power to visualize your daily traffic...
Introducing Geographic Analytics with State and City Drilldown
Introducing Geographic Analytics with State & City Drilldown Enhance your data insights with our new Geographic Analytics feature, allowing you to drill down into state and city-level data effortlessly.
Enhance Customer Interaction with Messaging and Social Integration in Google Business Profile
Enhance Your Google Business Profile with Messaging & Social Channels Unlock new avenues of engagement by linking messaging apps and social media channels directly to your Google Business Profile (GBP). Customers now have even more familiar ways to reach you, paving the path for increased engagement and lead capture.
Enhanced Goal Actions for Streamlined Workflow Automation
What's New Expanded goal types for greater flexibility. New triggers: "Payment Received" and "Document Status." A simplified configuration experience.
Introducing Global Custom Colors for Seamless Brand Consistency
New Feature Announcement: Global Custom Colors in Color Picker We're excited to introduce Global Custom Colors, a powerful new feature that will ensure your brand remains consistent across all platforms. What’s New Add Colors in Global Settings: Easily incorporate your brand's colors under Brand Boards in Global Settings.
Introducing Google Analytics Widgets for SMBcrm
These new widgets offer agency owners and teams enhanced visibility into website performance, user behavior, and traffic sources. Now, you can access these insights directly from your SMBcrm dashboard, empowering you to better understand your audience, track engagement, and identify top-performing content to inform smarter business decisions.
Enhance Customer Engagement with New Chat Widget Features
Discover the Latest Chat Widget Enhancements Elevate your customer interactions with our latest updates to the Chat Widget feature. Here’s a rundown on what’s new and how these changes benefit you: Custom AI Agent Name Introducing the ability to customize your Voice AI Agent Name directly through the Chat Widget builder.
Custom Object Widget Creation Now Available for Enhanced Insights
Elevate Your Insights with Custom Objects: Widget Creation Now Available We're excited to announce a new feature in our dashboard for creating widgets using custom objects.
Enhance Your Dashboard with Powerful Meta Ad Widgets
These new features are designed to help you seamlessly track and analyze ad performance trends, so you can effortlessly monitor paid traffic outcomes at a glance. The dashboard now includes a range of Meta Widgets to provide comprehensive insights into your ad performance.
Meta Threads Integration Now Live in Social Planner
Announcing Meta Threads Integration in Social Planner We are excited to bring you our latest update—your Social Planner can now seamlessly connect with Meta's Threads. This integration allows you to connect, create, schedule, and publish posts directly to Threads from within your Social Planner.
New Import Feature Simplifies Affiliate Management and Performance Tracking
Streamline Your Affiliate Management with Our New Import Feature We're thrilled to announce an exciting new enhancement in our Affiliate Manager that makes managing your affiliate campaigns more efficient than ever. You can now seamlessly import campaigns, affiliates, and commissions directly from FirstPromoter into your Affiliate Manager.
Introducing Social Listening in Social Planner
Discover Social Listening in Social Planner We're thrilled to introduce a game-changing feature in Social Planner—Social Listening. What’s New in Social Listening With this update, you can now: Track Google Trends: See what people are searching for in real-time to tailor your content accordingly.
Streamline Your Social Media with Bluesky Integration in Social Planner
Now, you can connect your Bluesky account seamlessly and manage your posts directly. This update allows you to create, schedule, and publish your content efficiently, all from within Social Planner, helping you streamline your workflow without the need to switch between different tools.
Enhancements to Custom Objects Now Available for All Plans
Expanded Accessibility Across All Plans Custom Objects are now accessible to all subscription plans, including Starter, Unlimited, and Pro. This increase allows for more comprehensive modeling of your unique business processes.
Discover Enhanced CRM Workflow Actions with New Find Company and Find Object Record Features
Discover the Power of New Workflow Actions: Find Company & Find Object Record Expand the capabilities of your CRM workflows with our enhanced Find Record feature, now allowing more flexibility and automation. This update includes the existing Find Contact and introduces the new Find Company in company-based workflows and Find Object Record in custom object-based workflows.
Transform Your Workflows with New Automation Actions
Enhance Your Automation with New Workflow Actions We’re thrilled to introduce two powerful new workflow actions designed to enhance automation across all workflow types: Contact-based, Company-based, and Custom Object-based workflows. These updates provide added flexibility and efficiency in managing your records and their associations: Add Associated Records to Workflow Remove Associated Recor...
Unlock Seamless Automation with Company-Based Workflows
This new feature enables automation directly within your company records, offering streamlined processes for onboarding, account assignment, and lifecycle management without any manual intervention. What’s New Company-Based Workflows With our new update, you can now initiate workflows where the Company itself is the enrolled entity.
Introducing the Between Operator for Enhanced Workflow Precision
This feature allows you to effortlessly filter values within a specific numeric range using a two-field input, making your automation processes even more precise. Key Features Simple Range Setting: Easily set minimum and maximum values in two input fields, ensuring precise control over your workflow triggers.
Unlock Workflow Efficiency with Trigger Narration Feature
Discover the New Trigger Narration Feature in Workflows What’s New. This feature displays a simple, readable summary of all filters and conditions directly on the card, allowing you to review, debug, or explain workflows without opening configuration modals.
Seamless Tax Automation Now Available in Mobile App Payments
Automatic Taxes - Mobile App Payments We're excited to introduce our latest feature update to Mobile App Payments: Automatic Taxes. You can now effortlessly calculate and apply taxes for customers across multiple countries when creating invoices, POS transactions, or estimates.
Introducing the Workflow Scheduler Trigger for Precise Automation
New Workflow Scheduler Trigger: Automate with Precision Effortlessly streamline your automation processes with our new Workflow Scheduler Trigger. This new feature empowers you to trigger workflows according to a set schedule, allowing for incredible flexibility beyond just contact or event-based initiations.
Real-Time Trigger Stats in Workflows Now Available
Enhance Your Workflow with Real-Time Trigger Stats What’s New. You can now view real-time trigger performance directly within your workflows.
New Call Transcript Trigger Automates Workflow Efficiencies
New Trigger: Call Transcript Generated Automate workflows the moment a call transcript is ready with our latest trigger addition. This advancement allows you to initiate downstream actions—such as emailing summaries, updating CRM fields, and creating tasks—immediately after calls across Voice AI, IVR, and normal call systems.
Introducing Unique Fields for Enhanced Data Integrity in Custom Objects
This new feature is designed to enhance data integrity and prevent duplicate entries across your records. What's New in Custom Object Fields.
Streamline TikTok Engagement with New DMs and Comments Automation
Introducing TikTok DMs and Comments Automation We are thrilled to announce a new feature designed to elevate your digital interaction strategy: TikTok DMs and Comments Automation. This update enables you to seamlessly manage TikTok conversations within your SMBcrm inbox, providing a streamlined process to engage with your audience, automate responses, and enhance lead capture.
Introducing the Workflow Overview Dashboard for Real-Time Automation Insights
Workflow Overview Dashboard: Measure & Monitor Automations Real-Time Visibility into Automation Performance Our latest update introduces the Workflow Overview Dashboard, designed to provide you with real-time insights into your automation's performance. Key Features: High-Level Summary: Gain insights into total workflows, published workflows, and total enrollments.
Introducing Conversation SLAs for Timely Customer Interaction
Our new Conversation SLAs feature allows you to set response time goals for your team, ensuring timely replies and improved customer satisfaction. Now, you can define clear response expectations across various channels directly within your Conversations inbox.
Unified Search and Improved Organization in Automations Builder Update
Supports over 1,000 actions and triggers across Built-in, Marketplace, and AI categories. Introduced a new popup modal for a streamlined browsing experience.
Introducing Custom Shipping Profiles for Enhanced Flexibility
Key Features Multiple Shipping Profiles Create and Manage: Establish multiple custom shipping profiles tailored to your needs.
Streamline Ecommerce Inventory with Enhanced Bulk Actions
Managing a large catalog of products just became significantly easier with the new Bulk Actions on Inventory feature. Key Highlights Inventory Table Enhancements Tabular View: The inventory table provides a clear and concise view displaying Product, SKU, Available Quantity, Track Inventory, and Continue Selling When Out of Stock.
Enhance Audience Interaction with Comment Management in Social Planner
Enhance Engagement with Comment Management in Social Planner We're thrilled to bring an exciting feature to your Social Planner toolkit—Comment Management. This new capability enables you to engage with your audience seamlessly by replying to comments directly within Social Planner, eliminating the need to switch between different platforms.
Introducing Email AI Beta for Smarter Email Marketing
With this new feature, crafting professional and on-brand emails is faster and smarter than ever. What's New AI-Powered Email Creation Harness the power of AI to instantly generate email templates, complete with subject lines and previews.
Introducing the Redesigned Contact Detail Page for a Faster CRM Experience
All-New Contact Detail Page — Faster, Smarter, and Fully Redesigned We've completely reimagined the Contact Detail Page to provide a more efficient and powerful experience for managing customer relationships. Let's dive into what's new and improved.
Revolutionize Your Incoming Call Management with New Settings Features
Simplifying Incoming Call Settings: A Revolution in Efficiency Understanding and managing incoming calls are now easier than ever. We've incorporated several changes aimed at providing our users with intuitive access to their call settings, thanks to the latest updates available in the Labs section.
AI Powered Business Card Scanner Revolutionizes Mobile CRM
What's New AI-Powered Business Card Scanning: Scan and populate contact details with over 98% accuracy.
Streamline Call Management with Enhanced IVR Transfers
Enhance Your Call Management with IVR Call Transfers What's Changing We are excited to announce that our latest enhancement now supports IVR call transfers and multiple call transfers. With our new update, you can now reassign calls flexibly and efficiently without interruptions.
Launching the Voice AI Chat Widget for Seamless Online Engagement
Introducing the Voice AI Chat Widget The new Voice AI Chat Widget is here to elevate your online interaction capabilities. Designed for a seamless, real-time browser experience, this voice-first chat widget enables visitors to engage naturally with an AI agent directly through the chat interface.
Introducing Custom Values Support with LC Plugin for WordPress
This new update simplifies the process of personalizing WordPress pages, posts, and builder blocks, making it seamless and efficient without the need for coding expertise. What's New Native Sync with Your CRM Seamlessly connect your WordPress site to an account and sync all available custom values, both default and user-defined.
Introducing Auto Save for Effortless Workflow Building
Workflow Builder: Seamless Auto Save Feature Enhance your workflow editing experience with the new Auto Save feature in our Workflow Builder. This innovative feature streamlines your workflow creation process, allowing you to build faster and smarter with confidence.
Streamline Automations with Typeform Integration in Workflows
Typeform - Actions & Triggers in Workflows What's New We're excited to announce the integration of Typeform actions and an instant trigger into Workflows. Now, you can start automations as soon as a Typeform response comes in, manage Typeform forms directly within Workflows, and streamline operations like lead capture, onboarding, and feedback automation.
Enhance Project Management Efficiency with Basecamp Workflow Integration
Streamline Your Project Management with New Basecamp Actions & Triggers in Workflows You can now enhance your project management efficiency with direct Basecamp connectivity in your workflows. What's New Triggers (Basecamp to SMBcrm): New To-do New Comment Added New Document New Activity New Message Posted New To-do List Actions (SMBcrm to Basecamp): Create Project Create To-do List Create To-d...
Introducing File Sharing in Live Chat Widgets
Introducing Attachments in Live Chat Widgets Enhancing customer interactions just became significantly easier with the latest feature in Live Chat. Now, you can share files directly within the Chat Widget, providing a more seamless communication channel between you and your clients.
Introducing Quiet Hours for Outbound Calls: A Mindful Approach to Customer Outreach
Quiet Hours for Outbound Calls Now Available Be Considerate with Your Outreach Starting from September 10, 2025, SMBcrm introduces a mindful approach to customer outreach with the new quiet hours feature for outbound calls. Key Features of Quiet Hours Quiet-Hours Prompt: When making outbound calls from the web dialer, if you attempt to reach a contact outside of professional hours (before 8am o...
Introducing the Advanced Builder for Effortless Workflow Design
Introducing the Advanced Builder: A New Era for Workflow Design We're excited to announce the launch of our new Advanced Builder for Workflows, a groundbreaking enhancement that redefines how you design and deploy automations. The Advanced Builder allows users to drag, drop, and construct workflows across a visual open canvas, enabling the creation of multiple trigger paths and complex logic, a...
Elevate Your Dashboards with Custom Object Widgets Now Available
Enhance Your Dashboards with Custom Object Widgets Custom Object widget creation is now live in Dashboards. This exciting feature empowers users by enabling the creation of object-specific widgets, allowing for customized data association and better insights.
Unlock Rich Text Editing in Notes and Task Descriptions on SMBcrm
Enhanced Notes & Task Descriptions with Rich Text Editing We're thrilled to announce a new update that will make your documentation clearer and more structured across the SMBcrm platform. The introduction of Rich Text Editing to Notes and Task Descriptions means you can now format your content with more precision and clarity.
Native Form Support for Custom and Company Object Fields Now Live
You can now natively capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes. What's New Native Integration Effortlessly add fields from Custom Objects and the Company Object directly into your Forms, Surveys, or Quizzes, enhancing your data entry workflows.
Explore Breadcrumbing Features in Ad Manager and Social Planner Integration
Discover New Breadcrumbing Features in Ad Manager x WhatsApp & Social Planner Our latest update introduces streamlined tools to enhance your ad creation process directly within WhatsApp and the Social Planner. Key Features of the Update Inline Ad Creation - We have introduced breadcrumbing for ad creation within WhatsApp and Social Planner.
Elevate Your Business Strategy with Competitor Analysis
This feature is crafted to give you an advantage in understanding your market position and enhancing your reputation management strategy. Key Capabilities Competitor Positioning Grid Explore your competitive landscape with the Competitor Positioning Grid, which allows you to understand strengths and weaknesses through key themes.
Boost Efficiency with New Reviews AI Features at Reduced Costs
Enhance Your Review Management with Enhanced Reviews AI Features We've just revamped our Reviews AI tool to bring you more capabilities at a significantly reduced cost. Now, managing AI-driven review processes is easier and more affordable than ever.
Pause Workflow Actions for Flexible Management in Advanced Builder
Advanced Builder: Pause Workflow Actions Experience Greater Flexibility and Ease in Workflow Management We are excited to announce a new feature that enhances your workflow management experience in the Advanced Builder. Users can now enable or disable any action within a workflow without the need to delete it.
Introducing Go-To Connections for Seamless Workflow Automation
Advanced Automation: Introducing Go-To Connections for Triggers Streamline Workflow Entry Paths With the latest enhancement to our Advanced Builder, you can now define a start action for each trigger in your workflows.
Introducing De-Linked Nodes for Streamlined Workflow Creation
Advanced Builder: De-Linked Nodes for Workflows What’s New. We're excited to introduce an innovative feature within our Advanced Builder – De-Linked Nodes for Workflows.
Introducing Workflow Switcher for Seamless Automation Management
Introducing the Workflow Switcher: Streamline Your Automation Process What's New. This feature allows users to jump seamlessly between workflows without exiting the builder, making it simple to compare, edit, and reuse steps across various workflows.
Boost Your Efficiency with Advanced Builder Keyboard Shortcuts
Advanced Builder: Level Up Your Workflow Efficiency with Keyboard Shortcuts Work Faster with Ease Streamline your workflow creation process with our latest feature: a comprehensive set of keyboard shortcuts now available in Advanced Builder. Why You’ll Love This Feature Increased Speed: Minimize mouse use and navigate seamlessly throughout your builds.
Advanced Builder UX Upgrades Enhance Workflow Management
These new features aim to improve your productivity and streamline your workflow optimization in SMBcrm. Stats Mode (Refreshed UI) The new Stats Mode offers a refreshed and clean user interface to make monitoring your workflow performance more intuitive.
Address Auto-Complete Now Free for All Users in Forms & Surveys
Address Auto-Complete Now Free in Forms & Surveys We've unlocked Address Auto-Complete for all accounts in Forms and Surveys — at no cost and with unlimited usage. 🎉 What’s New Free for all accounts: Previously a paid feature, Address Auto-Complete is now included with no pricing limits.
Conversations AI Now Supports Image-Based Interactions
Conversations AI Can Now Understand and Respond to Images We're excited to announce a major enhancement in Conversations AI, now equipped with the capability to interpret and respond to images shared by users. Image Recognition Powered Conversations Conversations AI is now enhanced with image recognition capabilities.
Enhanced Manual Actions Page With Streamlined Design and Smarter Sharing
Refreshed Manual Actions Page: Faster and Clearer The latest update introduces a refreshed Manual Actions page designed to enhance user experience with improved clarity and speed. Here's how the new changes benefit your workflow and collaboration efforts.
Snippets Page Refreshed for Enhanced Accessibility and Seamless Collaboration
What’s New Redesigned Interface: Enjoy improved readability and navigation with a modernized layout. You can enable this feature by turning on "Design Overhaul - Snippets, Trigger Links, Manual Actions, Manage Scoring" from Labs.
Refreshed Trigger Links Page for a Faster and Cleaner Experience
Discover a Refreshed Trigger Links Page for a Faster, Cleaner Experience The Trigger Links page within Conversations has been upgraded with a redesigned layout, improved loading speed, and a more intuitive user interface. What’s New Redesigned Interface: The new, modern layout streamlines the experience, making it easier and faster to browse and manage your trigger links.
Conversations Manage Scoring Page Updated for Streamlined User Experience
What’s New Redesigned Layout Our redesigned interface offers a simplified and modern aesthetic that enhances readability and navigation. This improved layout allows you to review and adjust scoring rules more effectively, streamlining your workflow.
New Conversations Experience Delivers Speed and Usability Redesign
New Conversations Experience: A Complete Redesign Built for Speed, Clarity, and Control 🚀 The Conversations module has undergone a transformative redesign to provide a faster, cleaner, and more intuitive experience. What’s New in the Conversations Module Completely Redesigned Interface: The refreshed interface now offers greater clarity and structure for every interaction.
Introducing the Template Library for Custom Email Creation
Template Library Integration: Create Emails Your Way We’ve made it easier than ever to build and send emails with our latest feature release. You now have the flexibility to start from scratch or take advantage of our new Template Library, designed to streamline your email marketing efforts.
Customize Your CRM with Renaming Standard Objects Feature
Rename Standard CRM Objects We're excited to announce a new feature enhancement that allows admins to customize CRM object names to better align with your unique business language. Key Features of This Update Custom Naming for Standard Objects: You can now rename standard CRM objects like 'Contacts', 'Opportunities', and 'Companies' to any names you prefer.
Enhanced Voicemail Management Unveiled in SMBcrm Dialer
This new feature aims to streamline how you manage voicemails, offering easy access to messages with searchable lists, playable audio, transcriptions, and one-click follow-ups. What’s New Voicemail Organization: For Me: View voicemails directed specifically at you.
Introducing SmartLists 2.0 and Enhanced List View for Improved CRM Efficiency
Experience improved Filters, Sorting, and Field Management across your CRM modules designed to save time while making your workflow more efficient. With our new update, column layouts, filters, and sorting now remember your setup, ensuring a consistent experience each time you access your accounts.
Unlock Seamless Ecommerce Growth with Printify Integration
Elevate Your Ecommerce Experience with Printify Integration We are thrilled to announce the new Printify Integration for Ecommerce Stores, empowering merchants with seamless capabilities to design, sell, and ship products from the largest print-on-demand catalog in the industry. Key Features Seamless Product Import & Sync Effortlessly import products from Printify into your Ecommerce store.
Introducing Manual and Smart Collections for Better Product Organization
Discover Manual & Smart Collections for Enhanced Product Organization We are thrilled to unveil our latest feature: Manual & Smart Collections for stores. Using this feature, store owners can now choose between Manual Collections (hand-picked products) and Smart Collections (rule-based logic).
Effortless Outreach with Voice AI Outbound Calling
Voice AI Outbound Calling: Reach Leads in Seconds What’s New Your AI agents now have the power to place outbound calls automatically. How It Works Enable Outbound Calling: Activate this feature through Voice AI.
Conversation AI V3 Launches with Innovative Flow-Based Builder
Discover Conversation AI V3: Flow-Based Builder We are excited to announce our latest release: Conversation AI V3 with the all-new Flow-Based Builder. The Next Generation of Chatbots With our Flow-Based Builder, you now have access to: A visual flow experience that maps customer journeys intuitively.
WhatsApp Notification Integration for Calendars Now Live
WhatsApp Notifications Now Available for Calendars Overview We're excited to introduce WhatsApp as a new notification channel for calendars. Key Features WhatsApp Support for Calendar Notifications WhatsApp can now be used for various calendar event types.
Introducing Service-Level Forms and Enhanced Booking Flexibility
Discover New Features with Service-Level Forms and Enhanced Free Slots In our continuous journey to enhance user experience and service efficiency, we're excited to introduce our latest updates: Service-Level Forms and Enhanced Free Slots for Connected Services. These features are designed to streamline booking processes and provide greater flexibility for both service providers and customers.
Enhance Your Booking Experience with New Service Features
New Features & Improvements to Services We're thrilled to announce some fresh updates to our Services, inspired by your valuable feedback. Hide Payment Amount You now have the option to hide the service amount in the booking widget when using 'Pay in Person' or 'Card on File' payment methods.
Simplify Your Calendar Management with New Schedules Feature
Previously, configuring availability was a fragmented process; now, you can define availability once in a reusable schedule and apply it across multiple calendars. Centralized Availability Management: Availability is now managed from the new Schedules section, where users can create, manage, and assign availability schedules for all staff members.
Introducing SMS Notifications for Enhanced Appointment Communication
Overview You can now send SMS notifications for calendar and service appointments — offering you greater flexibility in communicating confirmations, reminders, and updates. SMS Support for Key Event Types You can now send SMS notifications for all appointment events — Unconfirmed, Confirmed, Canceled, Rescheduled, Reminder, and Follow-up — across both Calendars and Services.
Fully Customizable Notifications Enhance Service Management
Fully Customizable Notifications Now Available in Services We are excited to share a significant update within our Services feature, currently in Private Beta. You can now enjoy fully customizable email and in-app notifications, providing you with enhanced control over how and when your customers and team members receive updates throughout the booking process.
New Pre-Made Badges Available for Seamless Recognition
New Pre-Made Badges Added to the Library We are delighted to introduce a new set of pre-made badges to our library, designed to help you easily thank and recognize your members during meaningful moments. You can now award badges for achievements such as: Submitting a form or survey – Show appreciation when someone takes the time to respond.
Enhance Mobile Communication with Multi-Location Incoming Calls
Specifically designed for teams managing multiple accounts, this feature ensures that no lead is ever missed, regardless of which account you are currently engaged in. Key Features of Multi-Location Incoming Calls Opt-In Multi-Location Ringing: Receive calls from up to 10 selected locations directly on your mobile app, no matter the account you are currently using.
Local Presence Dialing Elevates Mobile App Connectivity
Mobile App: Local Presence Dialing We're thrilled to introduce Local Presence Dialing in our Mobile App, a new way to enhance your communication strategy by automatically calling contacts using numbers from their local area code. Enhanced Management: Seamlessly manage outbound numbers with the updated number picker.
Effortless Recurring Appointments Now on Mobile
Mobile App Update: Effortless Recurring Appointments in Calendars We’re thrilled to announce an enhanced feature for our mobile app that will transform your scheduling capabilities. You can now effortlessly set up, manage, and personalize recurring appointments right from your Schedule Appointment screen.
Unveiling the All-New Mobile App Experience for Enhanced Business Efficiency
Introducing the All-New Mobile App Experience We’re excited to unveil our newly revamped mobile experience, designed to make managing your business on-the-go both efficient and enjoyable. From intuitive navigation to enhanced feature accessibility, this redesign is tailored to streamline your workflows and elevate productivity wherever and whenever you need it.
Admin Team Order Alerts Now Available
Admin Team Notifications for Store Order Placement Efficient order processing is now at your fingertips with our latest feature update, designed to keep store admins in the loop every time an order is placed. Admin team members can now receive immediate order confirmation alerts via Email or SMS, ensuring faster acknowledgment and processing.
Conversations AI Now Supports Audio Message Interactions
Conversations AI Now Responds to Audio Messages We're thrilled to present a significant enhancement in our Conversations AI capabilities. Users can now engage more naturally as Conversations AI listens to and responds to audio messages across various platforms.
Introducing Multiple Calendar Support for Streamlined Appointment Booking
Introducing Multiple Calendars Support for Appointment Booking We're thrilled to announce a significant enhancement to our appointment scheduling capabilities — your prompt-based bots can now book appointments across multiple calendars efficiently. This new feature enables intelligent detection and automatic selection of the appropriate calendar, making scheduling smarter, faster, and more reli...
PayPal Now Supported for Calendar Transactions on SMBcrm
PayPal Support for Calendars We’re thrilled to share that PayPal is now a supported payment provider for calendar transactions on SMBcrm. This new feature allows you to collect payments effortlessly from your clients using PayPal, enhancing your booking process.
Optimized Pricing Flexibility with New Taxes and Fees Configuration for Services v2
You can now configure Taxes and Processing (Miscellaneous) Fees for Services (v2). Processing Fees / Miscellaneous Charges (Services v2) In our latest advancement, you now have the option to add Miscellaneous Charges to Services (v2).
Knowledge Base Expands Support for PDF DOC Rich Text Formats
Enhance Your Knowledge Hub: Now Supporting PDF, DOC, and Rich Text Formats Elevate your team’s efficiency with the latest enhancement to our Knowledge Base. These updates are set to streamline your knowledge management process, aiding in better training and support outcomes.
Auto-Refresh Your Bot Training URLs with Ease
AI Knowledge Base - Auto-Refresh for Bot Training URLs Keep your knowledge base always up-to-date with our latest enhancement: Auto-Refresh for Bot Training URLs. This powerful feature ensures your external content is consistently current, eliminating the need for manual updates, and keeping your bots accurate at all times.
AI Knowledge Base Enhanced Web Crawler Unleashed
Exciting Update: AI Knowledge Base - Enhanced Web Crawler Your AI Bot just received a significant intelligence boost with our latest enhancement to the web crawler. This update allows the crawler to automatically discover and extract content hidden in accordions, tabs, modals, and dynamic sections—capturing 30-50% more training data from any website, including modern React, Vue, and Angular app...
Unleash Powerful Funnel and Website Creation with Our New AI Tool
Introducing Brand New Funnel & Website AI We are excited to unveil a revolutionary way to build high-converting funnels and websites using our new AI-powered solution. This innovative tool enables you to create comprehensive pages with intelligent layouts, on-brand copy, and visuals in minutes.
Redesigned Ask AI for a Smoother and Smarter Experience
A Fresh New Ask AI Experience Note: AskAI is only available to Employee AI subscribers at this time and is in beta. We're thrilled to share our latest update to the Ask AI feature.
Venmo Joins PayPal Checkout for Seamless Payments
Venmo Now Supported as a Payment Option via PayPal Integration Venmo Enhances Your Payment Options We are pleased to announce that Venmo is now available as an additional payment method alongside PayPal and PayPal Pay Later.
Smarter Search in Page Builder for Enhanced Efficiency
Improved Search in Page Builder. Elevate Your Page Building Experience We're excited to share that our Quick Add search in the Page Builder is now smarter and more intuitive than ever.
Notification Sound Option Now Available in Chat Widget
Exciting Update: Notification Sound Option in Chat Widget What’s New. By default, this feature is enabled, ensuring that your website visitors receive audio notifications for new messages.
Go Live Feature Revolutionizes Community Engagement with Real-Time Interaction
Introducing the Go Live Feature for Communities We're thrilled to introduce the Go Live feature — a dynamic way for community admins to directly engage with members through live video, audio, and chat. What’s New in Go Live.
Enhance Review Requests with Image Attachments
Enable Image Attachments in Review Requests Enhance Your Review Requests with Image Attachments We're excited to announce a new feature that allows users to attach images to review requests, significantly enhancing personalization and engagement. This feature is especially beneficial for field service teams who want to share real, job-specific visuals with their clients.
Enhanced Audience Segments in Ad Manager for Google Ads
Enhanced Audience Management with Ad Manager – Audience Segments for Google Ads Improved Audience Reach and Campaign Performance We are excited to announce that our Ad Manager now supports Google Audience Segments, allowing users to seamlessly create, manage, and target audiences within the platform. This update introduces a comprehensive solution for audience management—from segment creation i...
Introducing Image-Driven AI Page Revisions for Enhanced Design Precision
Overview Our latest enhancement to the AI Page Revision feature empowers users to improve their design and layout preferences by allowing direct attachment of images within Chat Mode. What’s New Design from Images Attach Visuals: Upload screenshots, mockups, or design references during revisions to provide clear guidance on your preferences.
Discover the New Courses Dashboard Powered by ClickHouse for High-Speed Insights
Discover the New Courses Dashboard — Faster, Smarter & ClickHouse-Powered We’re excited to unveil the New Courses Dashboard, designed to revolutionize how creators manage and analyze their course performance. This updated dashboard combines sleek design with high-speed performance, providing essential insights at an accelerated pace.
Transform Your Course Creation with Our Revamped Module
Experience the New Course Creation Transformation Our Course Creation Module has undergone a complete transformation, offering a redesigned UI for a streamlined and efficient user experience. How to Enable the New Experience Activating the new Course Creation experience is simple: Navigate to Settings Go to Labs Toggle on “Courses Studio 2.0 — A New Course Creation Experience” What’s New Modern...
AI Knowledge Base Unveils Table Support with CSV and Excel Integration
AI Knowledge Base: Enhanced Support for Tables Your Knowledge Base experience is getting even smarter. You can now seamlessly integrate structured data such as CSV and Excel files, allowing agents to search and retrieve information from tables using intuitive natural language queries.
Enhanced Default Styling for a Streamlined Page Builder Experience
Enhance Your Design with Updated Default Styling in Page Builder We are excited to announce an updated default styling feature for the elements within our Page Builder. What’s New Typography: Both Headline and Content fonts have been standardized to Inter, providing a cohesive and clean appearance across all text elements.