43 posts tagged with "Automation"

Abandoned Checkout Trigger Now Available in SMBcrm Workflows (Ecommerce Stores + Shopify)​

SMBcrm now includes a new Abandoned Checkout workflow trigger under a dedicated Ecommerce Stores category. This unified trigger helps you identify when shoppers start checkout, share their email, and then leave without completing the purchase so you can follow up automatically, even if the order originated from an external store like Shopify.

This update is designed to make cart recovery workflows easier to build and maintain across storefront sources, while giving you more control over who gets messaged and when.

AI-Powered A2P Compliance Validation Is Now Available in SMBcrm​

A2P registration can get stuck for reasons that are hard to spot until after carrier review, especially around opt-in flow requirements and missing or incomplete legal links. SMBcrm now includes an AI-powered Compliance Review during A2P campaign submission to help you identify common compliance gaps earlier and reduce avoidable delays.

What’s New in SMBcrm​

You can now keep your bot asleep indefinitely after you send a message manually or through a workflow.

Previously, the bot would automatically wake up after a maximum of 48 hours. With this update, you’re no longer forced to pick a reactivation window. If you want full manual control, you can simply turn off the reactivation option so the bot stays asleep until you decide otherwise.

Measure Link Performance Inside Social Planner​

SMBcrm Social Planner now includes URL Tracking, so you can measure how the links you share perform across your connected social platforms without relying on external link trackers or manual spreadsheets.

Overview​

SMBcrm now includes Social Planner widgets on the Dashboard, making it easier to track high-level social performance at a glance using aggregated social analytics.

These widgets are built on a unified social reporting foundation with configurable metrics, filters, and groupings based on what’s currently supported, while also setting up future expansion for additional social analytics.

A2P Campaign Resubmissions Are Now Free​

We’ve removed the $15 A2P campaign resubmission fee. If an A2P campaign is rejected and you need to resubmit it, you can now do so without an added charge.

What changed​

• Previously, a $15 charge applied each time you submitted a new resubmission after a campaign was rejected
• Now, resubmitting an existing A2P campaign is free

What’s included​

• No charges for resubmitting A2P campaigns after a rejection

Important limitations during resubmission​

To keep the resubmission process consistent with carrier requirements, the following fields cannot be updated during a resubmission:

• Campaign use case
• Opt-in message

If you need to change either of these fields, you’ll need to create a new campaign (standard charges apply).

Please note​

Campaigns rejected due to disallowed content may still be subject to applicable charges.

Need help?​

If you have questions about A2P campaigns, rejections, or what to submit in a resubmission, reach out through our support page: https://smbcrm.com/support/ You can also review our compliance resources here: https://smbcrm.com/compliance/

Google Forms Integration Now Available in SMBcrm Workflows​

SMBcrm now supports a native Google Forms integration inside Workflows, making it easier to capture form responses and automate follow-up without relying on third-party connectors.

This update helps you move faster from “form submitted” to “action taken” using the same workflows you already use for leads, onboarding, and customer follow-ups.

AI Builder: Smarter Wait Step Generation​

AI Builder now creates Wait steps more reliably and predictably, especially when your workflow needs multiple wait types and conditions built from a single prompt. This update also adds guardrails that reduce errors and keep your workflow structure intact.

What’s New​

Handle complex wait requests in one prompt​

You can now describe layered wait logic in a single request and have AI Builder generate the right sequence of Wait steps automatically.

Example prompt: “Add a wait with a delay of 3 minutes, then another with a delay of 10 hours, then another but only run it on Tuesday–Thursday between 10am–5pm, then add an SMS and then wait for reply with a timeout of 10 minutes.”

AI Builder can correctly generate and configure:

• Time delay waits (minutes, hours, etc.)
• Business hour window waits (days and time ranges)
• Reply-based waits with explicit timeouts

What’s Fixed​

Safer wait times​

AI Builder now blocks negative or invalid values, normalizes time units, caps extreme values, and intelligently interprets overly large ranges (for example, “years”) to prevent unusable waits.

Predictable Wait type selection​

Wait step selection is now more consistent:

• Simple delays and time window phrasing produce time-based waits
• Timeout branches only appear when you explicitly ask for them

Protected workflow structure​

Time-based waits are enforced as a single path. If a wait is accidentally created as a multi-path node, AI Builder automatically corrects it so your workflow doesn’t end up with broken transitions.

Timezone and multi-path improvements​

• Timezone fields populate correctly
• Multi-path wait types consistently include configured timeout values

Why It Matters​

If you build automations regularly, Wait steps are often where small configuration errors can cause big timing problems. These improvements help you generate more accurate workflows from plain English, reduce manual cleanup, and keep automations running as expected, especially when you’re building multi-step sequences.

What’s New: Increased Bot Message Limit per Conversation​

We’ve increased the maximum number of messages a bot can send within a single conversation for Prompt-based and Form-based bots.

The limit has been raised from 25 messages to 100 messages, so your bots can support longer, more detailed conversations without stopping unexpectedly. This is especially helpful for advanced Conversation AI use cases where a natural back-and-forth is expected.

Overview​

Analytics for External Tracking is now available in SMBcrm, giving you native visibility into visitor behavior on externally hosted websites and forms, including both SMBcrm forms and HTML-based forms embedded on your site.

This update adds a centralized analytics dashboard so you can track performance across page views, form views, responses, and completion rates, with filtering and audience insights to help you understand what is working and where visitors drop off.