Admin Center:
🚀 Automated Notifications via Email & Slack for Integration Breaks
If user-level integration (calendar and video conferencing) was EVER previously connected and has become broken:
- The user will receive an email & a Slack letting them know the integration is no longer connected + a link to reconnect if they want
- All users with the role admin will receive an email & a Slack message letting them know the integration is no longer connected + link to reconnect for the related functionality to work
Example use case: If a user gets disconnected from Zoom, their Zoom details will not populate. Now, the user will be notified immediately so they can resolve the connection issue and continue booking.
🚀 CSV Export from User Management Table Additions
1. First login: The date will show as the first time they login again since the feature was released for any existing user.
2. Last login
3. Personal details: phone number, Job Title, Conference Details, Location
Distro:
🚀 Option to Disable default Slack and Email notifications to Assignees - Help Article
Admins can now disable the default Slack and/or Email notifications to assignees in the Assign and Update Ownership node. Admins will be able to apply the setting to all or just the currently selected node in a given router.
Example use case: Some admins want to disable notifications entirely due to the sheer volume or how they prioritise leads i.e. some reps will work a list of leads in SFDC and don't require another distraction
🚀 Assign During Working Hours Enhancement
Previously, the “Assign During Working Hours” setting in the Assign & Update Ownership node was an all-or-nothing option. It either applied to every node across the router or none at all. It can now be applied on a per-path basis.
Example use case: Prioritize leads matched to owned accounts by assigning them immediately, even outside working hours. In contrast, less urgent leads can continue to be assigned during the reps' set schedules.
🚀 Bulk Retry for Errored records in Logs
Admins can now select multiple errored records in the logs and retry in bulk. Previously, they would have had to open each record individually and click 'Re-Route this record' over and over.
Example use case: If you encounter an error that affects a large number of routes, you can now quickly mass-retry multiple routes instead of retrying them one by one, which can be very time-consuming.
Concierge:
🚀 Preset the phone's form field to the USA country code
The phone field's country code will be present to the US area code. This will save time for most, as they won't have to select the code every time.
🚀 Update the 'not booked' Slack notification
The new copy provides more details about the prospect's name, company name, and router name, giving users more information on their non-bookings.
New Copy:
[Prospect name] from [Company name] has filled out a form but didn’t book a meeting and was assigned to you through [Concierge Router name]. + See in CRM
🚀 Timeout for Contact Options node
If the contact options are displayed but the prospect takes no action, there is a timeout of this section. Similar to no action on selecting a time.
ChiliCal:
🚀 Passing Smart Parameters in Data Fields - Help Article
You can now use Smart Parameters available in Data Fields to pass information through your form URL.
Example use case: you are sending a scheduling link via email, and the product you are looking for is always going to be the same - this is a campaign focused on Distro, for example. You can add the product field as a smart parameter to the URL so this information is stored.
🚀 Bulk User Controls Actions
Previously, the first page was selected when making bulk updates now:
- The counter will show all users in the workspace
- When you select all users, all will be selected
Handoff:
🚀 Handoff Reassignment Flow - Help Article
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When you click reassign in the calendar, MyApp, Meeting Activity, or Salesforce on a Handoff meeting, we will load the Scheduler
- it will run the Handoff router, picking the correct path and respecting distribution settings and levels
- You will also be able to reschedule the meeting at the same time and change meeting details
- You will NOT be able to change the workspace and meeting type of the meeting