๐ CMD+F Search Functionality is now available for Concierge and Handoff Routers
You can now use the CMD+F(Mac) or CTRL+F (Windows) to search within the flow builder in Concierge and Handoff Routers.
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๐ New Admin Settings for the Scheduler for ChilICal and Handoff
These settings live under User Controls โ Booker Permissions and apply to both Handoff and ChiliCal in the Scheduler.
- Always Show Availability for All Assignees
When enabled, bookers will always see the combined availability of all assignees in the Scheduler for both ChiliCal and Handoff. They wonโt be able to turn off the โShow availability for Allโ settings.
- Allow Bookers to Override Minimum Scheduling Notice
When enabled, bookers can schedule meetings inside the minimum scheduling notice window.
- Example: Itโs currently 9:00 AM ET, and the minimum scheduling notice is set to 2 hours. Typically, the earliest available meeting time would be 11:00 AM. With this setting enabled, a booker can still schedule a meeting before 11:00 AM.
The Booker will see a warning that the meeting is outside the minimum notice window, but they can still confirm the meeting.
- Allow Bookers to Ignore Meeting Type Availability Range
When enabled, bookers can schedule meetings outside the configured availability date range for a meeting type.
- Example: Itโs Monday, December 22, and the meeting type availability range is set to 1 week. Normally, a meeting could only be scheduled through next Monday. With this setting enabled, a booker can schedule beyond that range.
The Booker will see a warning that the meeting is outside the availability range, but they can still confirm the meeting.
Why This Matters
Internal teams often need more flexibility than external prospects when scheduling meetings. These settings let admins decide when bookers can override scheduling rules, making it easier to prioritize high-value leads without changing the experience for self-scheduling prospects.
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๐ Improved Meeting Reassignment from Admin Center
When reassigning a meeting in the admin center, you will now be able to choose to reassign via a:
- Team
- Distribution
- Individual
This experience is now the same as when you edit the meeting from the reassignment flow in the admin center.
Note: This is not the experience if the meeting was booked via a 1:1 or Group link. In these cases, you should search for the specific person you would like to reassign.
Why? 1:1 & Group links only have a host (meeting should go to this specific person, always for this link), whereas all other links have a host and an assignee (who should this go to based on xyz logic).
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๐ย Improvements to Chili Agents
Meeting Prep
- Stabilized meeting brief generation. Briefs would previously fail because of agent hallucination.
- Updated UI for brief testing. When it fails, the fail warning is persistent. Previously, it was a pop-up that disappeared.
- Updated UI for meeting brief card, now we show which meeting types are applied.
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Better error handling:
- Now we show what required fields are missing when customers try to save the agent without all the required fields.
Spam Checker
Improvements to the LLM to increase the accuracy of the random/gibberish check.
- Added prompt rules to capture alphanumeric patterns
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Added prompt rules to cross-check form fill information with email.ย
For example, a form filled with Name: Andre Spicy and Email: mauricio.icy will be considered spam.
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Distro:
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๐ Distro Merge Records Tooltip Copy Update
We've updated the tooltip copy in the Merge Records node to make the Overwrite Field options easier to understand.ย
What changed
The three overwrite options now use clearer language:
- Always Replace Values โ Replaces all values in the record you keep with values from the other record, even if those values are blank
- Replace Blank Fields Only โ Only fills in blank fields in the record you keep, using values from the other record. Existing values are left unchanged.
- Replace Non-Blank Values Only โ Replaces existing values in the record you keep only if the other record has a value. Blank values from the other record are ignored.
Previously, these tooltips referenced "master record," a term that doesn't exist in Distro โ you're simply choosing which record to keep (existing or incoming).
See this article for more information:
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Chat:
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๐ HubSpot CRM Integration for Chat
You can now build Chat journeys and integrate with HubSpot for your CRM actions.ย ย
See this article for more information:
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๐ Improvements to Chat AI
Mid-Strategy Switching
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Chat AI can now redirect visitors to a different strategy even while theyโre mid-strategy. This means Chat AI can dynamically adapt to the true intent of a conversation.
- Example:ย A user starts down the Create Trial strategy, but Chat AI detects their real need is support, so it transitions them to the Support Question strategy.
Knowledge Base retrieval Improvements
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Chat AI will provide more accurate and consistent responses.
- Example:ย Questions about the Concierge flow builder could sometimes be mixed with content related to Handoff flow builder or Distro. This confusion should now be eliminated.
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