Communication and messaging updates
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You can now control when and how your Bulk WhatsApp messages are delivered in SMBcrm. This update adds two new sending options for managing message timing and distribution.
You can now mark any contact form field as required in the SMBcrm Chat Widget, including custom fields and dropdown fields. This feature applies to both default and custom form elements.
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.
Conversation Views in SMBcrm help you save your most-used inbox filters as reusable views, so you can jump between different conversation priorities without rebuilding filters each time. This is especially useful if you routinely monitor the same groups of conversations, like:
Instead of repeatedly setting the same filters in Conversations, you can create a named view that always loads those criteria. This can make daily inbox triage faster and more consistent, particularly for teams that manage a high volume of messages.
We’ve made a couple of practical updates to the New Conversations UI to help you stay on top of unread messages and reduce confusion when reviewing conversation timelines.
You can now see the unread conversation count for each inbox, making it easier to prioritize follow-ups at a glance.
To eliminate date-format confusion, we’ve standardized how dates appear throughout the Conversations page.
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.
WhatsApp conversations in SMBcrm now support richer, more reliable media messaging in the New Conversations UI (Labs). This update makes it easier to send media with added context, support more file types, and manage reusable assets directly from your conversations.
This release brings long-requested WhatsApp capabilities directly into your CRM, helping your team share files more smoothly without jumping between tools.
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.
With this change:
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:
For teams using WhatsApp to talk with leads and customers, this can help with:
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: