46 posts tagged with "Mobile"

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.

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/

Introducing New Templates in SMBcrm​

We’ve added a fresh set of ready-to-use templates inside SMBcrm to help you launch campaigns faster and keep your branding consistent across channels. These new options are designed for common industries and use cases, so you can spend less time building from scratch and more time focusing on leads, appointments, and customer follow-up.

If you’re already using SMBcrm for websites, funnels, email, forms, surveys, social content, or ads, these templates give you a quicker starting point with layouts you can fully customize to match your business.

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.

Conversation Views: Save Filters, Work Faster​

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:

• Unassigned conversations
• Conversations from specific channels
• High-priority chats based on specific tags

What Conversation Views do​

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.

Enhancements to the New Conversations UI: Inbox Unread Counter and Standardized Date Format​

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.

Real-Time Unread Counter (Per Inbox)​

You can now see the unread conversation count for each inbox, making it easier to prioritize follow-ups at a glance.

What you’ll notice​

• Real-time updates: The unread count updates instantly as new conversations come in or as items are marked read or unread
• Always visible: The unread count stays visible even when you’re browsing other tabs within the inbox

Standardized Date Format Across Conversations​

To eliminate date-format confusion, we’ve standardized how dates appear throughout the Conversations page.

What changed​

• Previously, different areas could show different numeric formats (for example, mm/dd vs dd/mm)
• Dates are now displayed as MMM-dd (for example, Jan 5) using the month name for quicker, unambiguous identification

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.

Overview​

Keyboard shortcut support is now available across the SMBcrm Page Builder, helping you build and edit pages faster with less mouse-clicking. At any time while you’re editing, press Shift + / to pull up the full list of available shortcuts.