We've improved the Workflow AI Assistant so it can better recognize when a knowledge base search is actually needed and when it isn't.

Overview​

We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared inside SMBcrm. This update introduces a cleaner submission PDF layout, clearer PDF download choices (new vs legacy), and new controls for attaching PDFs to notification emails. Quiz results can now also be sent via email as a PDF attachment.

Contact Detail Page Redesign: Cleaner UI, Faster Actions​

We’ve rolled out a refreshed Contact Detail Page designed to improve clarity and make key actions easier to find. This update focuses on better visual contrast, improved organization, and smoother access to commonly used features. The underlying functionality of the page remains the same.

A helpful addition: you can now create new tags directly from the contact card.

Introducing New Templates for Websites, Funnels, Emails, Ads, and More​

We’ve added a fresh set of ready-to-use templates to help you launch faster and keep your marketing consistent across channels. Whether you’re building a new website, publishing a sales funnel, sending an email campaign, or spinning up ads, these templates are designed to save time while giving you a professional starting point you can fully customize.

If you’re looking to standardize your marketing assets across your team or across multiple accounts, these additions can help you move from idea to launch with fewer steps.

For more ways to streamline your marketing workflow, visit our Done-for-You Services.

Admins can now reassign the CRM contact linked to an affiliate when duplicate contact records (with the same email address) exist across products. This helps ensure each affiliate is connected to the correct CRM contact.

Cloning Course Content in the New Courses Builder​

Creating multiple lessons, quizzes, and assignments that follow the same structure can be time-consuming. To reduce repetitive setup, SMBcrm now supports content cloning in the New Courses Builder, letting you duplicate course items in seconds.

With cloning, you can instantly copy Lessons, Quizzes, and Assignments, including associated content and assets, then edit the new item right away.

Enable or Disable Community Navigation Tabs​

Managing a community is easier when members only see what matters most. With this update, community admins can choose which navigation tabs appear in a community’s top menu, so the experience matches how you want members to participate.

Native WhatsApp Voice Notes With Transcriptions​

Outbound WhatsApp voice notes sent from the SMBcrm Conversations inbox are now delivered as native WhatsApp voice messages instead of downloadable audio attachments. This reduces friction for your customers and makes voice messaging feel more like a standard WhatsApp conversation.

What’s included in this update​

With this change:

• Voice notes are auto-downloaded and playable instantly inside WhatsApp
• Customers can view voice message transcriptions directly in WhatsApp (when enabled in their WhatsApp settings)
• Your outbound voice messaging experience aligns with WhatsApp’s native capabilities

What changed and why it matters​

Previously, voice notes sent through the Conversations inbox were delivered as audio attachments. That meant customers had to manually download and open the file before they could listen.

Now:

• Voice notes are sent in WhatsApp’s native voice note format
• They play inline, just like voice messages sent from the WhatsApp app
• WhatsApp’s built-in voice transcription feature is supported

For teams using WhatsApp to talk with leads and customers, this can help with:

• Higher engagement: people are more likely to listen (or read) when it plays instantly
• Better accessibility: customers can read a transcript instead of listening
• Better clarity: transcripts help when someone is in a noisy environment or can’t play audio
• More natural conversations: voice notes feel personal without adding extra steps

We've upgraded the underlying AI model that powers all AI Actions in SMBcrm Workflows. This improvement delivers more consistent, higher-quality outputs.

What’s New: Customizable Contact Form Messages in the Chat Widget​

You can now customize the default “Please share your contact details” prompt shown in the SMBcrm Chat Widget. This update adds two separate, editable message fields so you can control how contact details are requested in both automated and agent-initiated moments.

This applies to:

• Live Chat
• All-in-One (Live Chat)