November 2024
What's new?
🤩 Chatbot builder: Popup enhancement
1. Hide if closed once for (time in minutes) - Users can now set a duration (in minutes) to prevent the same popup from appearing again if it’s closed by the user. The popup will not be shown again until the specified duration has passed.
2. Popup videos can now be set to either loop continuously or play only once
🤩 Flex: Streamlined access to Aactivities
Activities can now be pinned for quick and easy access, allowing you to stay organized and efficient.
🤩 Notify lead submitter: SMS/Email notifications based on validation
You can now send an SMS or email to the lead submitter based on validation settings. This feature can be enabled from the 'Notify' tab in the builder.
🤩 Builder: New actions added
1. Add a Tag: A new action to add a tag to leads, which will be displayed on the leads page. 2. Hide and Show Chat Textarea: A new action to hide or show the chat textarea, giving you more control over the chat interface.
🤩 Workflows: Automatic email on status change
1. When a user changes the dropdown status of an item in Flex, the system will prompt whether an email should be sent to the customer or applicant linked to the item.
2. The agent can select an email template and sender address, and the system will automatically send the email to the relevant contact.
🤩 WhatsApp campaigns: Unsubscribers list
1. The unsubscribers list page is now accessible under the menu tab in Campaigns, displaying all contacts who have unsubscribed in a table format.
2. Each row includes an action to resubscribe a user, removing them from the unsubscribed list and adding them back to the audience list.
Bug fixes and improvements
🛠 Whatsapp campaigns:
1. When uploading a file or manually adding users to the audience list, the system now checks for proper mapping of email and phone fields. If these fields are incorrectly mapped, users will be notified and will not be able to save the audience list without at least one valid recipient.
2. Campaign stats now display the delivered count alongside the audience list count, showing the ratio of delivered messages to the total audience (Delivered count/Audience count).
3. Previously, resending a campaign would overwrite the status and stats of the original campaign. This issue has been resolved so that when a campaign is resent with an updated audience list, the status of the previous campaign remains unchanged.
4. Fixed issue where when the user switches between multiple WhatsApp numbers when creating campaigns it would cause an error once a template was selected and the user attempted to send the campaign.
🛠 Whatsapp settings: You can now fully customized bots based on time zone, day of the week, and specific time windows, offering a personalized experience for the customer.
🛠 Chat deletion: Both live chat users and users can now delete individual chat messages.
🛠 Ourly:
1. Added a daily view option when the weekly view is enabled on mobile devices, enhancing the user interface for better navigation.
2. Made improvements to settings and how time slots are calculated.
3. Ourly powered by now redirects to getourly.com for easier access.
4. The long list of blocks is now scrollable for better usability.
5. Fixed issues with the mobile view in the builder.
🛠 Flex: Added a back and forward arrow for inside of Flex space items. This makes it so much easier to go to the next or previous item without having to close the item you are currently looking at. Also, you can use your left and right arrow keys on your keyboard for it
Technical
💡 Don’t know which of your WhatsApp bots is triggered?
Follow this hierarchy to determine the order in which your bots are activated:
1. Campaign Bot
2. Time-based Bot
3. Default WhatsApp Bot
This hierarchy ensures that the bot setup in campaigns takes precedence, followed by time-based bots, and finally, the default WhatsApp bot.
💡 Workflow FAQ
1. How to setup a workflow?
You can go to Settings > Workflow to set up a new workflow
2. How to add email templates to be sent in workflow?
You can go to Settings > Flex > Templates to add a new template
3. How do I select a sender address?
You can go to Settings > Email Sync and sync the email you want to use as the outgoing email address.
Coming soon
🚀 Whatsapp new UI
🚀 Ourly V3
October 2024
What's new?
🤩 Chatbot builder: Enhanced control and version management
1. Added a new toggle in settings: ‘Hide chat if lead was generated’. When enabled, this prevents leads from appearing in the 'Your inbox' tab of the social inbox after a lead has been sent.
2. You can now preview and rollback to previous versions of your bot for easier management and updates.
🤩 AI in builder: Smarter and faster
1. Added an 'One Page' AI scraping feature. This allows you to scrape content from a single web page (not a Google Drive page) or multiple URLs separated by commas.
2. Introduced AI streaming. Enjoy faster and more interactive experiences with responses delivered incrementally within 2 seconds when this feature is enabled.
3. AI now fetches metadata and transforms links into interactive "cards" directly within the builder.
🤩 Car cart: Customize and start generating leads
Users can design and build their own car cart and have it installed into their website.
🤩 WhatsApp: Enhanced campaign management
Added a cron job for WhatsApp campaigns to automate and schedule campaign delivery.
🤩 Ticketing system:
1. Email sync to Outlook/Gmail - A corporate account can be linked to the ticketing system, allowing for two-way communication via email.
2. Acknowledgment email is sent to users who submit their response via chatbot or form
3. Users can view, send and respond to emails from multiple accounts within a single interface (xRM), reducing the need to switch between different email clients. This means they can select the Sender and can view several Sender's emails, as long as they are having the same Ticket ID in the email subject.
🤩 Social inbox:
You can now easily see which of the agents answered on mobile and who on desktop for each chat messages.
🤩 Video Carousel: Use TikTok videos
1. Customers can now create video carousels effortlessly by:
- Selecting specific TikTok videos (by pasting their IDs).
- Automatically fetching, for example, the 10 most recent TikTok videos.
2. A consistent CTA button can be applied to all videos in the carousel if desired.
🤩 Tool Statistics: Enhanced analytics and AI-Powered insights
1. A refreshed, user-friendly interface with accurate stats pulled from all available pixels.
2. Added a new ROI calculator to easily calculate your return on investment.
3. Improved flow breakdown for deeper insights into user behavior.
4. AI added to perform custom calculations based on any stats data for more advanced insights.
🤩 New Ourly v3: Enhanced calendar and scheduling features
1. You can now sync your calendar with Outlook and Google calendar
2. Added grouping options in event block settings for better organization.
3. A multi-select box has been added to choose users for each calendar event.
4. Now you can set your availability within the calendar settings.
5. You can now set your preferred default view to monthly or weekly in calendar settings.
6. You can now easily switch between monthly (M) and weekly (W) view with a simple toggle.
7. A list of timezones is now available to choose from in event settings
8. Time slots will update on the frontend based on user selection for a more dynamic experience.
9. You can now toggle event availability on/off in event settings without deleting it. These settings will always override general availability.
10. Calendar time slots now take event availability settings into account to ensure accurate scheduling.
Bug fixes and improvements
🛠 Recommendations product: If no recommendations are found, it defaults to the category the product belongs to.
🛠 Chatbot builder: When the continue flow option is enabled, the entire flow from all pages is now included in the lead email.
🛠 User Role Updates: User role members can now access live chat stats.
🛠 ATS: The newly created spaces on flex are now visible in the mappings on the landing page.
🛠 Whatsapp campaigns:
1. The delivered and seen stats are now fixed. Calculation of “Delivered” stats include delivered, read & replied chats and, “Seen” stats include delivered & read.
2. Fixed issue where the name given in audience list was getting replaced with users WA name. Now the name will be replaced with users WA name only if the audience list name is empty.
3. Users who unsubscribe, will no longer receive the campaign messages
🛠 General: Statistics on monthly email report is made to match 100% on stats page
🛠 Integrations: Added the ability to create 'contact events' for both HubSpot and ActiveCampaign integrations,
🛠 Performance mode: If performance mode is on, it will load the form only instantly and the rest of tools when scrolling to activate performance mode, this will help on each load. If turned off, it will load everything normally at once.
🛠 Livechat notifications: Sound notification is implemented when the chat is transferred to an agent.
Coming soon
🚀 Workflows
🚀 Improvised WA campaigns
🚀 Time based WA bots
September 2024
What's new?
🤩 Social inbox: Enhanced image and emoji support
1. Now supports copy pasting and drag and dropping images to chat
2. Added few basic emojis in text area
🤩 New lead inbox: Easily assign a member
You can assign a member for each lead
🤩 Ticketing system: Dynamic email setup and activity logs
1. Email subject with Ticket ID - A new setting has been added to form and chatbot builder, allowing the user to add the subject along with the ticket ID dynamically
2. Email sync settings:
- You can now restrict access to who can access the synced email based on the team
3. When a user creates a ticket from the form, we send an email to the customer. This will now create an activity for that email
4. Activity logs for ticketing can be found in the flex item (for sent and received emails along with the subject)
🤩 Carousel: Video carousel tool support
The video carousel tool now works on the builder and preview, and can be loaded on any custom site. Also supports images in carousel
🤩 All tool builder: Option to disable GA tracking
You can now disable GA tracking
🤩 Flex: Connect AI with flex and check basic logs
1. Basic logs can be viewed from the space settings
2. You can now create a space for FAQ and connect with AI
Create a space on flex and add the data (it only reads from primary_field and notes) and link in training in bot.
🤩 Forms: Instant load option
New toggle added in settings. When enabled, form will load instantly on the page.
🤩 Whatsapp: Chat mapping and lead routing
1. You can now map WA chats to a team and email based on a criteria from Settings -> Social inbox -> Whatsapp (Logic)
2. WhatsApp automatic lead routing has been set. Chats are now sent to the lead if they are not sent within the next 5 mins of the lead send time.
3. Added a button ‘Register & activate webhook’ to the WA settings for users having trouble receiving WA message
🤩 Videoforms: Enhanced customization with new actions
2 new actions added for the questions to support videoforms
1. Videoform content spacing - allows you to change the placement of the next question in the flow
2. Videoform change designType - allows you to change the flow to the selected design type
🤩 Online/offline: Status management
1. Added a new status in Settings ->Social Inbox -> Setting for master users to configure
2. Status includes automatic and manual (By default it is automatic)
3.The whole team members online/offline status changes automatically or have to be manually changed every time by the user based on the status.
🤩 New user role: Viewer role for streamlined access
This user type can only view leads, view and answer chats, view stats.
🤩 Native integrations: Hynundai, Zoho and Mailchimp support
1. Native Hyundai, Zoho and Mailchimp integrations added
2. Improvised integrations UI
3. You can now use 1 integration to support multiple tools
Bug fixes and improvements
🛠 xRM mapper: You can now map each question from the builder to an assignee field in xRM
🛠 Form: Loan calculator now supports dynamic tags
🛠 Chatbot builder:
1. 'Ask for review always when chat is close' toggle now works
2. FAQ question: Fixed issue where both the yes and no feedback goes to the same question. Now when the user selects on yes or no it follows up with a different question.
3. Dynamic tags added to popup now appears in the lead as well
4. Our CEO celebrated her birthday
🛠 Videoform:
1. Video popups with buttons now allows user to add texts above the buttons
2. Improvised the load time of videos in the bot
3. Fixed alignment issues of videos (on mobile)
🛠 General:
1. All user roles can now delete their personal quick replies
2. Now you can install a popup, sidebar and a form all on the same page
🛠 Whitelabel: Removed "Need help?" and Slider section from the dashboard and also "Campaigns"
🛠 Live chat bot: When the end user joins the chat and starts a conversation and if the live chat hours have passed the bot disables the user from typing in the text area and sending any more messages.
For this to happen:
- Bots should be installed via online/offline setup
- Live chat hours should be set and mapped to the relevant team
- From the builder the respective team must be notified
🛠 Flex:
1. Made a UI change for activities in flex item
2. You can now filter by each activities in flex item
3. Fixed issue where ATS template did not create the tools and sample job posts
4. Drag and drop of column in kanban view is now disabled
5. Space settings has a new UI
6. Favorite space:
- Removed favorites from the space view and added it under xrm settings page.
- Only the favorite space is viewed in spaces (left sidebar)
7. Made improvements to the Field collections:
- Added the "Add field" button at the end of the field list.
- Now it also shows the machine ID of each of the field
🛠 Livechat notifications: Made an improvement to an issue where if a team has more than 30 people, they would not receive the notifications. Also fixed issue where in some cases the whole team received notifications even if someone had already taken the live chat.
Coming soon
🚀 AI scraping
🚀 Improvised tool statistics
🚀 Android app
August 2024
What's new?
🤩 Livechat user dashboard: Personal stats at your fingertips
Now livechat user can see their own individual livechat statistics
🤩 New lead inbox: Smarter, Faster, Better
1. New UI for leads inbox
2. You can now export leads easily via xls and json
3. New statistics can be found in xRM
🤩 Product indexing system: Customize and control with better management
You can create an index based on the product data created by the customer. You can also refresh the index and add filters or restructure the data.
🤩 WhatsApp: For better process
1. Builder- You can now notify teams via actions
2. Campaign: You can now import your audience list with csv files as well
3. Leads: Supports image file that has been sent
4. Social inbox: You can now block WA chats
🤩 Email preset: Simplified bulk emails
Users can now create custom email lists by assigning a name to each list and adding multiple email addresses. In Social Inbox, these lists are displayed and you can send emails to all addresses in a list with a single click
🤩 Email campaigns MVP 01: Power Up Your Outreach
1. You can now create an email template with a subject and body
2. Campaigns page is updated to support email campaigns as well
Bug fixes and improvements
🛠 ATS:
1. Added social share icons
2. ATS submissions and chats are blocked from leads and social inbox respectively
🛠 Social inbox WA channel:
1. Added a button to easily initiate a WA chat
2. Added WA filters in social inbox to easily filter and select WA chats (All, campaigns, window expired, archived, blocked)
🛠 Floating bar: Multiple improvements to the UI and functionality
🛠 Flex:
1. You can now filter from any referral field
2. When creating a space you can start by selecting a template or from scratch
🛠 Notifications : Fixed issue where sound was playing when chats are cleared
🛠 General
1. Switched our video uploader from Cloudflare stream to Google Cloud
2. Made a fix where agent stays offline if they mark themselves offline even if they change tab or refresh page
🛠 Social inbox: Added a ‘untagged chat’ button under ‘My chat’ in social inbox to filter all untagged chats that belong to the agent
🛠 Form and Popups: Fixed issue where when a textfield question type has ‘send lead and continue’, the lead is send twice
🛠 Chatbot builder: V2 to V3 importer supports hidden tokens, jumps for textfields, and select one and select multiple fields are now mapped correctly
Coming soon
🚀 Serviceform Comparison & Cart Engine
🚀 Email campaigns
🚀 Ticketing system
July 2024
What's new?
🤩 Introducing videoforms: Elevate engagement with videos
1. New tool, Videoform added to the list
2. Improved the video uploading process
3. 2 new popup types added: Video and video with buttons
🤩 Introducing floating bar: Capture leads with style
1. You can now create your own floating bar and install them on your website
2. All lead data are saved in flex inbox
3. Fixed issue where forms did not appear when a floating bar was installed
🤩 Flex: Maximize control and efficiency
1. You can now make multiple fields unique in flex. (Only supports email, text, phone, address, numbers). Toggle on the ‘Unique field’ to make your field unique
2. You can now edit your notes on flex
3. You can favourite your space so that the selected space will be the first to load when you click on flex
🤩 WhatsApp builder: Smarter conversations
New action - WhatsApp automotive info added. This automatically adds automotive info from the page when initiating WhatsApp chats.
🤩 Chatbot builder: Enhanced User Interaction
New popup item type - flow button (full width) added in welcome page
🤩 DIY customer: AI blocker
AI features are restricted until unlocked with a subscription
Bug fixes and improvements
🛠 Flex inbox:
1. Fixed issue where when a lead is entered in "Always forward copy of leads to" from the tool builder the lead doesn’t appear in flex lead summary
2. Restricted user from being able to delete leads forever from the bin.
3. Only the first 500 leads will appear and a show more button is added at the bottom to load the next 100
4. Our CTO, Jarkko celebrated his b'day
🛠 Social inbox:
1. You can now search for Livechats chat's with these fields (Name, Email, Phone)
2. Made fix for the email copy from social inbox showing wrong language and time
3. Hide WA chats for livechat users when someone has picked a chat up
4. When a chat is transferred to an agent the chat is highlighted in a different colour - Sky blue
🛠 Social inbox email:
1. Unread label goes away after an email is read
2. Fixed issue: Now timestamps are read correctly
3. Fixed issue where when a user composes an email and then they try send an email again on that conversation without any reply it fails (Outlook)
🛠 Notifications : Push notification appears when a chat transfer has been made to an individual agent
🛠 General:
1. Restrictions made to user and live chat users: They cannot create or delete teams, or see the invited users
2. Fixed issue where user can not scroll the bot when a form appears on mobile (Android)
3. New UI for the pixel installation page
4 If a user doesn’t have access to conversion tools, then from the chat ‘Add a tool’ button is now hidden
5. When a user is deleted from the admin dashboard they are now deleted from the database as well
🛠 Form and Popups:
1. Removed the default thank you statement for forms, sidebar and popups
2. Fixed issue were dynamic tags (added in settings) were not working
3. Now you can see all the options that appear in dropdown (multi-select) on Preview mode
4. Added checkbox validation for popups
5. Fixed issue where the exit intent popup appeared when a form field is filled with googles automatic details
🛠 All tool builder:
1. File upload question type with the file type validation now shows the user what type of file is allowed for uploading in small text in the builder
2. When user clicks on ‘Install tools’ or ‘Preview’, and if changes are not saved it now prompts user to save their changes
3. Added the masquerading banner to the builder as well
🛠 Integrations:
1. Fixed google chat integration issue where select one question is labeled as undefined.
2. Fixed issue where after changing the Jsonlead variables, newly created integrations were not being saved
3. Quedro Integration: Now you can add the "Template ID" besides the "Task Template ID"
4. Jsonlead integration: Fixed issue where you could create new integrations without the required information
🛠 Chatbot builder:
1. Hidden tokens are supported in redirects too, which helps with criteria search on websites
2. When user clicks on the refresh button, the user is now taken back to the Welcome page and not the start of the flow if the welcome page is turned on
🛠 Statistics:
1. Added ‘unanswered chats’ that shows the customers how many chats were not answered at all (not joined) in livechat stats
2. Theres a link to open the chat of the review stats
🛠 FAQ:
1. Now we can order the FAQ items, add a number field in flex and order them as you like
2. Fixed back button, now once clicked it goes back to the FAQ lists
3. Fixed continue button, it goes to the next question in flow
🛠 Flex: Now export and import supports collection fields too
Coming soon
🚀 New lead inbox
🚀 Email campaigns
🚀 ATS
🚀 New mobile app UI
June 2024
What's new?
🤩 Builder: Easy access to install
1. Select option and select multiple question type now supports select list and radio buttons
2. Added a "Install tool" button to the builder to open the install page in a new tab.
🤩 AI-Driven Social Inbox:
You can now translate text to any desired language and also generate AI responses
🤩 Forms: Sharing and Upload Options
1. Share forms via socials directly from the builder.
2. Users can now choose between all file types, PDFs only, or images only.
🤩 MVP of Affiliates:
The MVP version of the Affiliates feature is now available. This initial version can be accessed and viewed by admin users only through the dropdown in the top navigation bar.
🤩 Inline chat: Enhanced with live chat support:
1. It now supports live chat functionality.
2. Resolved an issue where the bot would break when the flow was long and a text area was enabled.
🤩 New signup and onboarding process: Streamlined for Efficiency
With this the user can select template when getting started
🤩 Mobile App Updates:
1. User status is indicated with a green icon.
2. Users can now check their own chats and add personal quick replies.
🤩 New integrations added
Form request and Grupo planeta integrations added
Bug fixes and improvements
🛠 Social Inbox and email enhancements:
1. Fixed issues with Outlook email connections and email saving issues.
2. Added copy chat content feature by clicking on the copy icon on the 4th column
3. Added notifications for transferred chats.
4. Archived WA messages are brought back to chat (unarchived) if a message is sent again.
🛠 General
1. Cloudflare caching improvements to V2 dashboard and tools
2. Tax added through stripe for PLG customers
3. Now live chat and user role users can add in their own personal quick replies
🛠 All tool builder:
1. Dynamic tags have labels. When # key is entered, a list of tags that can be used dynamically appears
2. Fixed issue where 'single text question' with email validation was broken
3. Import V2 to V3 now supports redirects and calendars
4. Made fix to issue where video did not appear when it was added through HTML
🛠 Notification Improvements:cImproved notifications on phones and chrome, including overflows.
🛠 WA Builder Enhancements:
1. Added character limit to options (max of 15)
2. You can set team in actions for statement type questions
3. If validation is email it validates and check if a valid email is entered by the user
4. Monica visited the SL office
🛠 WA:
1. Fixed issue where if you have a WA-bot, and customer writes something after the bot ends, it loops the last statement
2. Fixed issue where leads did not always go through if a bot is not enabled
3. Now WhatsApp leads includes:
- The customer's message content
- Company WA number
- Chat summary is shown for WA disabled flows as well
4. Made fix for non-answered WhatsApp Chats having the same date and time
🛠 WA campaigns:
1. Fixed issue where the campaign bot wasn't triggered when a user replies to the campaign
2. Fixed issue when you import an audience list for the first time an empty contact gets created on top of the list.
🛠 Form Progress and Performance:
1. Progress bar is now displayed as a percentage.
2. Faster preview screen load time.
🛠 Flow breakdown stats:
1. Fixed issue where you can not scroll to the end
2. Added welcome pages stats for the tools
3. Added counts for the question views
🛠 Statistics:
1. Made improvements to lead count in stats
2. Made improvements to Inbox leads and leads from tools stats not tallying
3. You can see the stats for helpful and not helpful responses in AI review
🛠 Flex:
1. Now you can reply to the same email as a thread on Flex
2. Enhanced search functionality to prevent error pop-ups.
Technical
💡 Don't know how to translate to your desired language from your social inbox chat?
1. Type in the text with the language you want to translate to.
2. And then click on the funnel icon to translate the text using AI
💡 Wondering how to generate AI responses to respond to your customers?
Click on the funnel icon to generate responses using AI
Coming soon
🚀 Videoforms
🚀 Floating bar
🚀 Blockers for AI
May 2024
What's new?
🤩 Stats enhancements: More insights
1. Livechat stats: Added WA conversation count
2. Time breakdown: You can check what time of the day your users are using your tools.
3. Livechat stats: You can get the count of your live chats that have been forwarded to other emails.
🤩 Chatbot builder: New FAQ and search features
1. FAQ question type added to builder
2. FAQ also available from welcome page.
3. Search question type has a new action with 3 options where the selected option can be:
- Opened in same tab
- Opened in new tab
- Select an option and continue flow
🤩 Form builder: Better user interaction
1. Thank you page added to the end of the flow
2. Loan calculator question type added
3. Summary question type also available, user can now view the summary from any point in their flow.
🤩 Social inbox: Improved export and voice note features for WA
1. You can export chats with tags from the history page in Social inbox by filtering
2. Voice notes sent from WA are now received in social inbox
🤩 Facebook and Instagram messaging: Enhanced social engagement in one platform
1. You need to connect your socials from settings -> Social inbox -> Facebook & Instagram
2. You can also send files back and forth from Social inbox to selected social
3. Fixed issue where facebook message did not save username in Social inbox
🤩 Linear integration:
Using this integration we can directly connect several clients who use the Linear CRM.
🤩 V2 to V3 importer: For a smooth transition
1. Works for Radio, Multiselect, Statement and Textfield question types as well as jumps and jumps in radios
2. Copies email copies as well into actions.
🤩 All tools page: Better organization and Filtering
You can now filter your tools, add statuses and group them up
Bug fixes and improvements
🛠 Restrictions: Removed below access for live chat user type in settings: some text
- Social inbox
- API-keys
- Integrations
- Flex
- Billing
🛠 Chatbot builder:
1. Added border color for chat icon (prem bubble) for the chatbot builders
2. Made UI changes to chatbot Ourl
3. Sri lankan team moved to a new office
4. Select ‘Multiple Question’ in bots support radio button style questions and ‘Select option’ supports dropdown style options
5. Fixed powered by which was broken in the welcome page
🛠 All tool builder:
1. Renamed ‘Bot type’ to ‘Design settings’
2. Made UI improvements to ‘Add question’ and ‘Properties’ tab in flow tab
3. Fixed issue where the bot doesn't save the changes unless you do a flow change.
🛠 Form, Popup, Sidebar Builder:
1. Changed text ‘Add subtitle’ to ‘Add description’
2. Removed ‘Privacy settings’, Text area placeholder’, ‘Open as default’, ‘Phone number’, ‘Video settings ‘Sound’ and ‘Loop’’
3. Removed logo and avatar by default
4. Made page alignment to be center by default
5. Fixed issue where a weird chatbot icon appears on the bottom of the form
6. Fixed issue with question being pre-selected
7. Fix for ‘Powered by’ being small in one page form.
🛠 Exit intent Popup:
1. There is toggle to enable scroll trigger on desktop
2. You can also add a scroll sensitivity for mobile
🛠 Integrations:
1. Made fixes to Euroinnova - integration
2. Added Salesforce integration: Now “web-to-lead” salesforce integration is available. You can connect your tool and send data to Salesforce
3. Made fixes to TBS integration not saving the data
🛠 xRM:
1. When clicking on a link inside flex, the link opens in the new tab
2. New calendar UI available for date fields
🛠 Whatsapp:
1. Added marketing permission for WhatsApp campaign users
2. Added WA custom validations for emails from WA builder
3. Removed sitesearch, faq, AI and loan calculator question types in WA builder
4. Supports email copies functionality
5. Fixed issue where imported audience is lost if the user goes back without saving in campaigns
6. Fixed issue where empty campaigns are not saved by default
8. Added character limits for option types in WA builder
🛠 DIY:
1. Added Templates for DIY customers. They can select a template and start onboarding with the selected template.
2. Added 3 tiers for interactions in billing page
🛠 Statistics:
1. Tool Statistics: You can now filter by source
2. Added back button to Flow breakdown
🛠 Social inbox:
1. WA archived conversations comes back to social inbox inbox if user sends a message
2. Fixed issue with start chat for WA country code dropdown as template wasn’t sent if user adds +country code
3. Archived chats are now arranged in order
🛠 General:
1. Livechat and User role users can type in their personal quick replies
2. English is selected as default option for languages
3. Added referral page to the lead email
4. Made improvements to Auto team transfer
🛠 Email (Outlook):
1. You can sync your outlook email and get your latest 10 emails to your social inbox
2. You can compose email from social inbox and send emails to customers from Social inbox
3. You can send an email to customers from Social inbox
🛠 Mobile app:
1. Made improvements to online status
2. Fixed issue where the text and the send button always goes under the keyboard (iOS)
3. Fixed issue with header being transparent.
4. Tagging of chats added to app
5. Flow breakdown added to app
6. Able to transfer chats from the app
🛠 Ourly V2:
1. Made fixes to custom select dropdowns.
2. Minor css updates
3. For all calendar types Ourly will now do a double check to see if the selected timeslot is still available. This should fix issues where users leave the calendar open in their browser and continues later on without refreshing, if there is higher traffic or if someone is just slow at choosing and someone else books the slot before them.
4. Disabled submit button when checking is in process. Submit button will now display the following texts:
5. Checking availability - When checking that the timeslot is still available
6. Sending booking - Trying to send the booking
7. Booking failed, try again - If booking fails button is enabled and you can try to book again
8. Slot was booked by someone, returning to event selection - If slot is not available anymore we show this and redirect them to ourly frontpage which forces the user to load events again
9. In builder: If a user has a whitelabel set, it will be saved to their ourly data, this is then used to hide Powered by Serviceform in the calendar.
Technical
💡 Don't know how to add FAQ to your chatbot builder?
1. Create a space on flex and add in your data.
2. Enable public access to your flex space
3. Get the flex id and map it from your chatbot builder using the FAQ question type
Coming soon
🚀 Improvements to builder
🚀 Affiliates
🚀 AI review
April 2024
What's new?
🤩 Whatsapp campaign: Build and engage your audience
1. You can create your audience by adding them manually or importing them
2. You can also create your campaign and select your audience
3. Once that is done, you can now send your WA template
🤩 All tools builder: Enhanced email customization
1. You can now have email subject based on the flow through actions
2. Dynamic tags are supported in the email subject
🤩 Chatbot builder: Integrate keyloop data
Keyloop data in the lead email by default if toggle is turned on
🤩 Help center: Instant access to support and feedback
Now user can quickly access help docs, send feedback and get into a quick meeting with the team
Bug fixes and improvements
🛠 All tools builder:
1. Required fields are shown clearly in the flow
2. Added auto-save for newly created tools
3. Ourly in the flow has close button
4. Fixed calendar question type logic jumps not working
5. Phone number - country code validations:
- Spanish phone numbers allow 9 digits in total and only allow the ones that start with 6,7,8 or 9.
- Finnish numbers allows 405416076 on top of 0405416076 , +358405416076
🛠 Chatbot builder:
1. You can now have customized texts for continue button and for the last step in the flow
2. The colours in design tab are now categorised
3. Once a tool is created it is auto saved.
🛠 Admin search:
1. Accepts capital letters
2. Search on ‘enter’ works
3. Typing the entire email or the beginning of the email or just a few letters shows the search results
4. Copy pasting the whole email gives the search result
🛠 Form builder:
1. Made improvements to logo, they are now aligned
2. ‘Text alignment’ includes continue button too
3. Fix for ‘Powered by’ being small in one page form.
🛠 Integrations:
1. Improvements to integration logs
- Updated the button colours
- Updated the button texts to "retry", "retrying...", "success" or "try again"
- Added the status code & the status text
- Updated the response message to read properly the errors from the request.
2. You can duplicate the integrations
3. Easoft Integration: Added a new event (without the customer label code)
🛠 xRM:
1. Issue fixed where clicking on bin leads to the error page
2. Fixed snippet not appearing on flex
3. Fixed quick replies not showing in flex
4. Admin users have a ‘Clear space’ button that would delete all items on a xRM space
🛠 Whatsapp campaign:
1. Added audience log to see status of sent WAcampaigns
2. WA templates are dynamic. Can use the users first name, last name, phone and email as dynamic fields on the message template.
3. Fixed issue where when you start a new WA chat, the dropdown is hidden
4. Disabled start chat button until users reply. Button will be greyed out but still allow them to view the chat in campaign
5. Added message status for WA campaign (sent, delivered, seen, failed)
6. Log date/time of the campaigns sent for each audience member
7. WA Campaigns now support media templates
8. After a campaign is sent and a user replies, a chat flow can be initiated when selected
🛠 Whatsapp:
‘Choose one’ in builder has translations based on the language selected in WA settings
🛠 Statistics:
Tool Statistics: You can now filter by source
🛠 Social inbox:
1. Now you can view the quick replies of yours and your team
2. Your messages can be deleted from SI and from the chatbot end. Once deleted message would be displayed as ‘Message deleted’
3. Fixed issue where if more than 2 people click ‘join conversation’ at same time the first one will get it.
4. Fixed issue where it sets the wrong numbers for customer and business for Whatsapp messages
5. WA campaigns are labeled in Social inbox
6. You can filter tags based on agent
7. Fixed issue where user is unable to read customer's message when typing a long message
8. Livechat users can not delete chats from social inbox
🛠 Popup:
Background is blurred and only Serviceform tools are highlighted
🛠 General:
1. User & live chat members are not able to invite users to the team, only admin and master users can.
2. Email copies: Fixed email forwarding issue, with messages appearing in wrong order
3. Fixed issue where in the lead email, the multi select question type doesn’t have the original question repeating anymore
4. Tools page - Side bar is now fixed when the tools list is long
5. Fixed issue where an empty lead is sent when continue flow is enabled
6. Simple setup rules now supports tools that require css selectors
7. German and Danish translations available
8. Fixed issue with Inline bot + live chat messaging: Issue being customer initiate livechat and it will somehow use inline bot first question and the livechat first question in a row even when initiating live chat.
🛠 Mobile app:
Android app for V3 is available for download in play store
Coming soon
🚀 Instagram and Facebook
🚀 V2 to V3 flow importer
🚀 FAQ in chatbot builder
March 2024
What's new?
🤩 Wordpress plugin: Easy Pixel Integration
1. WordPress plugin for easy access to add pixel to your WordPress site
🤩 Email parser enhancements: Gmail Support
1. Now supports Gmail. This can be connected to Social inbox via Settings
🤩 Whatsapp settings: Time-Based Bots and Language Selection
1. You can now have time-based bots for WA
2. You can select language for your WA bot
3. You can now start messages older than 24hrs using templates
🤩 Integrations: Linear and Easoft Integration
1. You can now connect your tool to Linear and Easoft and integrate them
2. If an integration fails you can retry and send lead again from the integration logs
🤩 Statistics report: Scheduled Reports and Logs
1. Statistics reports can now be sent weekly or monthly via email
2. You can view the logs for all the statistics reports that has been sent
🤩 Videoform:
1.You can make videoforms from step by step chatbot type
2.Added muting to videos
🤩 DIY widgets
A new dashboard widgets for DIY customers to check progress
🤩 New Tools Launched V1 : Create Stunning Landing Pages and Whatsapp Campaigns
1. Landing page
2.Campaigns
🤩 xRM : Filters just for you
You can now save filters just for you to view and access
Bug fixes and improvements
🛠 Ourly V2:
1. Fixed issue with event names not updating correctly.
2. Fixed issue where using the preview inside the builder would cause a bug and calendar not to load in live.
3. Fixed issue where user was given false positive even if the booking did not go through.
4. Added select dropdown as option inside the custom fields section. Select dropdown also supports adding hidden value for easier use with integrations etc.
🛠 Chatbot builder:
1. Hide branding doesn’t leave the link active
2. Added 2 more dynamic tags
3. Dynamic tags now come with fallback messages
4. Dynamic tags works in welcome page + popups
5. Made improvements to online/offline action
6. Address question type is now supported with Google autofill.
7. Popup- Added 1m, 2m, 3m timings for how often the popup should show
🛠 xRM:
1. Each item has a unique ID
2. Improvised last updated date
3. Relation fields are not case sensitive anymore
4. UI improvements to filter
5. Pre-fills assignees and dropdown selection based on previous selection
6. New users don’t get error when clicking on flex
7. Improvements to grouping, you can now:some text
- Rearrange the fields
- Rearrange the groups
- Save changes
- And after deleting groups, they are not grouped anymore withlabels
🛠 Social inbox:
1. WhatsApp links in livechat opens in new tab
2. You can filter by tags in livechat
🛠 General:
1. Fixed issue with save button is hidden on the notifications page
2.Team members are now in alphabetical order
Coming soon
🚀 Mobile app
🚀 Whatsapp Campaign
February 2024
What's new?
🤩 Enhanced Insights: Unveiling Your Data with AI Counts and Chat Reviews
1. First version of flow breakdown in stats
2. AI count - You can check how many questions have been answered by your AI
3. You now can get your average chat reviews
🤩 Chatbot Builder: Custom Validations and Image Scraping Added
1. Creating custom validations in the flow builder - option question and multiselect question
2. You can now Scrape logo & Background image for your tools by adding the URL of the company website
🤩 xRM: Export Table View and Cohort Analysis
1. New view type ‘export table’ where the data is in a table format
2. Cohorts- Cohort analysis, helps you track customer behavior, retention, churn, and revenue over time.
3. Creating an item remembers your choices for next item that you create
- The assignee and select fields
🤩 Email parser: Outlook Support and Improved Tagging
1. Supports Outlook, you can connect your outlook email with Serviceform and get all emails to Social inbox
2. You can easily identify the emails that have been unread
3. The first tag tagged for each email now appears on the chat in Social inbox, making it easy to identify the chat based on the tag
4. You can add snippets and make them load in email when you reply
🤩 Whatsapp: Chat Initiation and Session Management
1. WA chats can be initiated without a flow
2. 24 hour chat reset toggle added, if toggle is on then new session is created in Social inbox
3. Added 3 new timings (30mins, 12hr & 24hr) to ‘Email lead if no response’
🤩 Integrations: Single Flow Integration and Logs
1. Integrations now support ‘Single flow integration’ where an integration is set based on the flow. This can be set from ‘Actions’ in the tool builder
2. Added integration logs where you can be view the status of all integration that has been sent
🤩 Ticketing space enhancements: Sharing and Mobile Responsiveness
1. Spaces created can be shared with others enabling password
2. Ticketing space is mobile responsive
3. Each messages sent to the ticketing space can be notified to owner via email if desired
🤩 Popup: Exit intent popups
1. Now supoorts exit intent popups
Bug fixes and improvements
🛠 Forms:
1. Thumbs up/down added to range question type
2. Checkbox improvements
🛠 xRM :
1. Added the 'year' to the created and updated date
2. Fixed issue where when user clicks the item name on top of the card, the item closes
3. Logged tasks can now be edited
🛠 Chatbot builder:
1. Validation now allows all character types (eg: It now allows Ä type of character also.)
🛠 Ourly V2:
1. Inside event extra field added checkbox and dropdown
🛠 Social inbox:
1. Master users now see all teams in social inbox, previously only ADMIN was able to.
Coming soon
🚀 WhatsApp Campaigns
🚀 Statistic Email Report
January 2024
What's new?
🤩 Mobile App: Introducing the all-new mobile app for version 3 on iOS
Download 'Serviceform Conversations' on App store now
🤩 Chatbot Builder: Enhanced Chat Management with Archive Feature
You can enable ‘Archive chat after submission’ if you want the chats to move to the archive tab in social inbox
🤩 Admin dashboard: Streamlined User Selection
Added a dropdown to select user based on user role
🤩 Dynamic Form: Added new question types
1. Introducing the Ourly to Calendar question type
2. Option to toggle avatars for each question.
3. Introducing the new range question type with three range types: Checkbox, Slider simple, and Slider advanced.
🤩 Online/Offline: Status Management and Improved User Tracking
1. Mark your online or offline status effortlessly, with the ability to mark entire teams offline from the left navbar bottom icon
2. Track user online duration and identify offline agents easily with the new UI updates
🤩 AI Improvements: Enjoy significant AI enhancements
1. Train and customize answers per URL and bot with the Training UI.
2. Link to a Chat GPT assistant ID with PDF integration.
3. Generate AI answers with a bot button.
4. Review system for saving good replies and analysing statistics.
5. Search system to improve responses when confidence is low
🤩 Social inbox: Improved Visibility and Organization for Leads and Chats
1. Leads sent via email are now visible in the 4th column
2. WhatsApp business number is now visible at the top of chats
🤩 WhatsApp V3: Experience exciting updates
1. Improved session management for messages older than 24 hours
2. Automatic saving of user-provided registration numbers in 4th column of Social inbox
3. Enhanced UI for WhatsApp settings
4. Addition of 'Enable bot' button in WA builder for seamless redirection to WA settings page
🤩 xRM: Space sharing and customer ticketing updates
1. Share space view internally and externally with increased flexibility in access control.
2. Customer ticketing space:
- You can now create a shareable ticketing space link for each items you create
- You can create multiple tickets
- Tickets can be updated and deleted
- Tickets are ranked by recently updated
🤩 Popup: Innovative Pop-Up Types for Enhanced Engagement
1. Introducing a new basic pop-up type and the innovative Sidebar popup.
2. You can create a popup appearing from the side by designing the sidebar CTA to the left or right side of the webpage
🤩 Integrations: Enhanced Management and Exciting New Additions
1. Email is sent to the client when an integration fails
2. Explore new integrations including Quedro, Custom Integration, Freshdesk, and JSONLead with simplified setup processes and enhanced functionality.
🤩 Statistics: Insightful Customer Behavior Analysis with Product Stats
Dive deeper into customer behavior with the new 'Product stats' feature, allowing you to view the most visited pages based on your search parameters.
🤩 Website setup: Optimized Performance with Performance Mode Toggl
Added a 'performance mode' toggle to pixel settings where it loads for user to scroll before loading bots
Bug fixes and improvements
🛠 Chatbot builder templates:
1. Public templates can be created by anyone from Serviceform and can be deleted by super admins only
2. Personal templates can be created for themselves and they can delete them too
3. Company templates can be created by anyone within the company but can be deleted by admins only
🛠 xRM notes: Improvements made to the format of the note in xRM notifications and email
🛠 Live chat: Made improvements for multi-tab support for live chat
🛠 Chatbot builder:
1. You can now reorder the welcome page actions
2. You can now allow AI to answer in preview
3. Date and time added to Calendar question type
Technical
💡 What is performance mode?
This feature ensures that the page loads for user to scroll before loading the bots
💡 Wondering how to use our custom integration?
With our custom integration feature, users can create events by providing a function and sharing documentation or images of their tool. Once a request is submitted, our development team will check on it and then work on building the custom integration to suit your needs.
Coming soon
🚀 WhatsApp templates
🚀 Ticketing space
December 2023
What's new?
🤩 Dynamic forms: Get ready to elevate your form game with some cool features
1. Add background images and buttons for a 'thank you' page
2. In addition you can have up to four columns for buttons in the thank you page
3. User can upload multiple files at once and also remove them if you have made a mistake before continuing
4. Multi-select and Option-based questions now have not one, but three list types—radio buttons, select lists, and checkbox lists
5. Hide or show the avatar, back button, refresh button, and progress bar with just a toggle switch
6. Align the continue button however you fancy—left, center, right
7. Enhance your questions with subtitle text
8. Add images to radio buttons and checkboxes
9. Introducing two new validation types: Checkbox and file upload
10. Enjoy the magic of dynamic tags as you move forward collecting the data from your form
🤩 Statistics: Unleash the power of data with our epic updates
1. A revamped UI for an enhanced user experience.
2. You can now filter further from each table by clicking on the data in the first column for detailed insights
3. Introducing a graph for Leads Overview in flow stats
4. Improvised traffic overview chart in web stats
5. Dive deep into live chat stats with filtering options —team, agent, source, tag, and review. Tailor your insights like never before!
6. You can now get the 'Last Live Message' time and the last message of an agent in livechat stats.
7. Filter stats effortlessly by tool and type in flow stats. A bar chart bonus showcases leads, redirects, and live chat stats for a quick dive into user engagement
8. Easily filter website stats by country, type, language, source, browser, and device
9. Dive deep into submission data for a comprehensive view of customer form entries
10. Get a glimpse of the top AI questions along with their answers
🤩 Chatbot builder: Level up your chatbot game with the all-new Review Settings feature
Choose when to ask for a review—either after a lead submission or at the end of a live chat for valuable user opinions
🤩 xRM: Logging your tasks has now become easy
Once a task is logged, you can now view them all under ‘My tasks’
🤩 Website setup: We've introduced some new rules to disable your tools on a page
1. Advanced step rules now come with a disable feature! Choose to disable 'all tools' or individual tools
2. Also note that the rules feature works seamlessly from top to bottom
🤩 Signup: Did your team member sign up with their company email without being invited to your company team?
No worries, now a new user who has an email domain that already exists within the system can now join an existing team as a member. Remember this is only for Google and Outlook registration
🤩 WhatsApp V3: Exciting updates are here
1. Seamlessly upload and share documents (pdf, ppt, docs, etc.) between WhatsApp and Social Inbox.
2. Now all captions sent with images from WhatsApp to Social Inbox are captured
Bug fixes and improvements
🛠 Dynamic forms:
1. Experience smoother form submissions with improved validations.
2. Dynamic tags now appear in lead emails and xRM inbox
3. Variety of changes made to style your form better
🛠 xRM:
1. From the list view, the currency now intelligently pulls from the price field. If none is found, fear not—it gracefully falls back to USD.
2. View names are now saved immediately
3. Say goodbye to extra steps! In list view, click directly on a link to view its content without the need to open the item
4. Opening an item is now a visual delight with an improvised user interface
5. All notes conform to the required format effortlessly once saved
🛠 Admin dashboard:
1. The user list has now found a new home in the admin dashboard, making user management much easier
2. Say goodbye to extra clicks! Now, you can hit the enter key to initiate searches effortlessly
3. Kaveen tied the knot
🛠 Chatbot builder:
1. Long forms now display the text message and first question, allowing users to preview content instead of scrolling down to the bottom of the form
🛠 All Tools:
1. Each tool you create now boasts its own unique icon, making your tool collection a visual feast
2. Navigate your tools with ease, they can now be filtered based on their type, ensuring you find the right tool for the job
🛠 Lead Images:
1. Images sent through a lead appear in the lead email as well as in the xRM inbox
🛠 Integrations:
1. Once an integration is born, you can now edit, save, and test it to perfection. Ensure your updates work seamlessly with a quick test
Technical
💡 Wondering if the pixel has been installed successfully?
1. You can now check if it is installed by clicking on the ‘Test installation’ button, and follow the instructions if the test fails
2. Pixel status is now updated every 24 hours. If no statistics are updated within this timeframe, the status turns red (inactive)
3. Improvements have been made to the 'Copy' feature of the pixel code
💡 Don't know how to use dynamic tags in a form? It's the same as in a chatbot:
1. Once you have applied the correct validation you can retrieve customer data using - #customerName, #customerDate, #customerEmail, #customerPhone or #customerPostcode
2. You can also use dynamic tags for getting value when choosing an option (eg: #Q1 if it's the first question)
3. If its a form you can get the fields separately (eg: #question3field1)
Coming soon
🚀 Pop up
🚀 Mobile App V3
November 2023
New features
🤩 Integrations : You can now send leads through our Native Google chat and Vitec integration
🤩 Able to archive items on xRM instead of deleting them forever in V3
🤩 Website setup V3 :
- You can now make complex lead routing and live agent notifying based on the URL
- Added 'One page mode' toggle button, when turned on it refreshes pixel when url changes but page doesn't re-load
🤩 Builder:
- Now you can have pop ups for mobile users only
- Added 'continue flow' toggle, this continues the flow when the user moves from one page to another if turned on. And if the popup is on, it will show the text and the options of the next step.
- New question type 'Calendar' available in builder. You cal also add our Ourly calendar by adding the ID and Calendly by adding the URL
🤩 Social Inbox V3 : Agent can now view what the user is typing and the user can see that the agent is typing (...)
🤩 Added email parser to Social inbox V3 :
- Emails can be sent to the user from social inbox
- You can send images via email to the agent
- Reply emails that are sent from the user are sent to social inbox
🤩 Basic form builder in V3
Bug fixes and improvements
🛠 Social Inbox V3 :
- Able to transfer the chats to agents and teams
- Scrolling improvements
🛠 Whatsapp V3
- Phone number of whatsapp contacts now appear in the phone box (4th column) in social inbox
- Now supports Image uploading from social inbox to the whatsapp user
- Supports AI prompts
- You can also add images in the flow
🛠 Chatbot builder V3:
- Dynamic way of getting selected option text - the variable has now changed (Eg: #question1 to #Q1)
- Improvements to flow endings with send lead and stop in V3
- Scrolling down improvements on builder
- No colors for the links in the flow, only an underline
- Dynamic tags added to selected element and to multi-select dropdown
- Webhook available as a general setting and under actions
- File upload has required / not required toggle
- File upload now jumps to the relevant question based on the logic jump
🛠 Improvements made to live chat notification
🛠 Jarkko visited SL to attend a bachelor party
🛠 Improvements to form builder V3:
- Dynamic tags added to form question type
- You can now jump through the form using logic jumps
- Form builder has a toggle to show price in form footer and has custom unit label
- Calculation logic works when you moving forward and back in the form
🛠 xRM : Improvements to widget loading
🛠 Mobile App V2 - Made links clickable in the 'Leads' tab and improved the images
🛠 Added switch back button in V2 when masquerading
Coming soon
🚀 Mobile App for V3
🚀 Statistics reports that can be sent via email weekly or monthly n V3
🚀 Native Walcu integration in V3
🚀 FAQ in builder V3
🚀 Pop up tool in V3
October 2023
New features
🤩 V2: Feature added to auto logout users if there’s no activity for a set amount of seconds. (“Log users offline after” feature in install page)
🤩 Chat builder V3:
- Introduced AI intent for the builder in V3
- Added 'Select multiple’ and ‘File upload’ option types
- 2 list types available for option based questions
- Dynamic customer data can be used with # + customerName / customerDate / customerEmail / customerPhone / customerPostcode.
- Can also use dynamic tag #question2 for getting value when choosing an option. If its a form you can get the fields separately (eg: #question3field1)
- Livechat settings - added waiting messages if agent did not join the chat within the required seconds
🤩 Social inbox V3:
- Able to send email copies of a chat
- Reviews and ratings are updated in social inbox
- Able to transfer the chat
🤩 Statistics V3:
- Track user interactions with the CTA buttons
- Livechat stats available in live chat tab
🤩 Basic translations available in Finnish and Spanish in V3
🤩 Push notifications available with banner and sound
🤩 Dynamic email added to advanced setup rules in V3
🤩 Basic form builder in V3
🤩 Valery visited Sri lanka to work with the Sri lankan team
🤩 Able to give ratings and reviews once the agent has left the conversation
🤩 Business hours can be set based on teams
🤩 Automatic transfer of the chat to the next assigned team if the original team has not joined
🤩 Whitelabel users can be added through the admin account
🤩 New business users can also be added directly from the admin account
🤩 Templates for the tools can be saved and made visible - for public, personal or company
🤩 Able to see the current list of agents that are live
Bug fixes and improvements
🛠 V2: Dashboard: Green circle in main nav bar on the left will only show people who are live.
🛠 Statistics V3:
- Interaction rate
- Lead conversion rate
- Bounce rate
🛠 Chatbot builder V3:
- Improved UI
- Able to duplicate and reorder the pop ups in builder
🛠 Improved statistics in xRM
Coming soon
🚀 Mobile App for V3
🚀 Archive deleted items on xRM in V3
🚀 Statistics reports that can be sent via email weekly or monthly
🚀 Native Google chat integration
🚀 Ourly in V3
September 2023
New features
🤩 PWA app for Mac and Windows in V3
🤩 Welcome page for builder that also supports video in V3
🤩 Tags and quick replies based on user and teams
🤩 xRM V3:
- Multiple widgets for xRM statistics
- Statistics: Call and meeting logging statistics can be seen via “Leaderboard” widget
- Drag and drop in Kanban will now log as an activity change
- Changing assignee now logs as an activity change
- Improvements for saving descriptions when logging calls and meetings.
- Ticketing system for support
🤩 Chatbot builder V3
- Placeholder text can be changed in the popup and chatbot text area
- Multiple popups under one chatbot to show different engaging messages across your website
Bug fixes and improvements
🛠 WhatsApp improvements :
🛠 xRM :
- Fixed issue with saving even when opening an entity
🛠 Valery got promoted to software developer
🛠 Improvements to mobile app - iOS:
- Leads management (tagging and syncing)
- Finnish translations
- Push notification improvements
- UI improvements
- Image opening with click and many other little improvements
Coming soon
🚀 Mobile App for V3
🚀 Reliable statistical data in v3.
🚀 Advanced notification settings for browser and mobile app in V3
🚀 Simple form UI in V3
🚀 Livechat statistics in V3
🚀 Reviews in V3
August 2023
New features
🤩 Introduced Chat GPT powered chatbot to our V3 chatbot builder
🤩 Serviceform app integration with Zapier in V3
🤩 User access control in V3
🤩 Introduced a new WhatsApp chatbot in V3
Bug fixes and improvements
🛠 Fixed a bug with Secondary teams not receiving notifications
🛠 Issue with inbox not populating leads has been fixed
🛠 Hamaad got promoted to Software Developer
🛠 Live chat statistics: The issue with unanswered chats and archived chats not calculating has been fixed
Coming soon
🚀 Chatbot builder V3
🚀 New dashboard
🚀 New mobile app
July 2023
New features
🤩 Released the new dashboard for internal use.
🤩 New dashboard : Chatbot builder, Statistics, xRM, Social Inbox
Bug fixes and improvements
🛠 Livechat : Once you have archived a chat, and if the user returns and sends a message - the chat gets unarchived.
🛠 Popups : One page mode - Now popups that start from previous page, doesn't get loaded onto the next page.
🛠 xRM : We can now export data using json
🛠 Benjamin came back to Finland
Coming soon
🚀 Chatbot builder V3
🚀 New dashboard
🚀 New mobile app
June 2023
New features
🤩 Livechat : Added another fallback option ‘Turn all livechats offline’.
Bug fixes and improvements
🛠 WhatsApp improvements :
- Image upload from mobile app to WhatsApp now works with larger images, it resizes before sending. (Upto 25mb)
- Images are available for 7 days in live chats
- New chats are being notified to live chat applications as well
- Allows users to create Lists containing up to 10 single choices (Just add more than 3 options in the bot)
🛠 Livechat (Set hours and users online) :
- This doesn't work for just "users online". if you want just users online set full-day availability
- There is also a button to set every user offline
🛠 Ourly : CSS applied to 'thank you' page
🛠 Hamaad got his mini blue lamborghini
🛠 Livechat stats :
- Fixed issue with XML export
- WhatsApp statistics can are now available
🛠 Chatbot : Supports multiple file uploads
🛠 Livechat : User can now be blocked for 7 days
Coming soon
🚀 Chatbot builder V3
🚀 New dashboard
🚀 New mobile app
May 2023
New features
🤩 New mobile app updates released with improvements for image upload.
Bug fixes and improvements
🛠 Social Inbox :
- Disabled user search from users only allowed to see WhatsApp
- Improvements to log and export
🛠 Live chat statistics: fixed the issue in updating statistics to be marked at the beginning instead of time of last update.
Coming soon
🚀 Chatbot builder V3
🚀 New dashboard
April 2023
New features
🤩 Flex: Introduced hotkeys
🤩 Social Inbox - Able to send conversations as an email to a list of pre-saved emails/ new emails
🤩 Customer statistics for internal use
Bug fixes and improvements
🛠 Flex :
- Drag and drop for field settings under space settings
- Improving the UI for call and meeting log
- Improvements on csv upload, notification for upload errors
- UI improvements on import/export modal
- Statistics dashboard has line, pie and bar charts
🛠 Flex :
- Import csv file on bulk upload
- Color picker improvement on Space settings
- Improvements on notifications
- Import improvements - file type validation, drop down mapping UI improvements
🛠 Email signature : Toggle button to enable or disable tracking
🛠 Social Inbox :
- Modal UI improvements
- IG and FB - page data now connected
🛠 Flow statistics: Redirect statistics improved and working well now
🛠 Fancy new devices for our Senior Developers, Vanitha and Chamara
🛠 Mobile App - WhatsApp messaging along with send and receive images
🛠 Flex - Paginations and auto-loading feature for list and kanban views
Coming soon
🚀 Chatbot builder V3
🚀 New dashboard
March 2023
New features
🤩 Whatsapp Chatbot released
🤩 'Powered by Serviceform’ on Chatbots
🤩 WhatsApp: Send and receive messages now work with Social Inbox
🤩 Flex: Notifications and tasks
🤩 Insights Page:
- New statistics section for Chatbot reviews
- Recent reviews, Agent overview and Tool overview
Bug fixes and improvements
🛠 Flex :
- Drag and drop for field settings under space settings
- Improving the UI for call and meeting log
- Improvements on csv upload, notification for upload errors
- UI improvements on import/export modal
- Statistics dashboard has line, pie and bar charts
🛠 Popup - Added toggle to disable the default email notifications
🛠 Flex: Improvements on user tagging and notifications
🛠 Statistics : Added new flow stats page
🛠 Chatbot:
- Improved carousel image size 3x
- Multifields on bot, you can now type in text area and it would fill in the multifields
🛠 Social inbox:
- The chat of the agent is now on the right side
- Improvements on SI to make it faster and more efficient
- Reviews and feedback now visible
🛠 Leadbar: Fix for disable email notifications
🛠 Ourly: Calendar owners number is now visible on email once a submission is made
🛠 Nimesha got a new QA buddy, Rahumath
🛠 Mobile app: Archive button added
Coming soon
🚀 Flex improvements
🚀 New Chatbot Builder
🚀 Flow statistics- Redirect Stats
February 2023
New features
🤩 Chat builder: Moved to react app
Bug fixes and improvements
🛠 Flex :
- Drag and drop for field settings under space settings
- Improving the UI for call and meeting log
- Improvements on csv upload, notification for upload errors
- UI improvements on import/export modal
- Statistics dashboard has line, pie and bar charts
🛠 Mobile App
- Online - offline button for all pixels
- Minor bug fixes
🛠 Improved Outlook login to the Serviceform dashboard
🛠 Ourly - now correct time zones will be displayed for your event
🛠 Valery made a carrot cake for our Spanish office
🛠 Popup and Floating Bar - Added a toggle to disable the default email notification
🛠 Mobile App - Online/Offline button works for pixels and bug fixes
🛠 Benjamin officially completed Ourly V1!
🛠 Chatbot builder- improvements to long message field
Coming soon
🚀 New dashboard
🚀 Insights Page - Chatbot stats
🚀 Flex notifications
January 2023
New features
🤩 Successfully completed the first release for the new year
🤩 Released the Industry mapping app for internal use
🤩 Live chat on desktop has a "multi chat" that allows you to talk to multiple customers at the same time
🤩 When a tool is published through the install page, the tool status will automatically update to live on the create page
🤩 Flex activities added
🤩 Mobile App: Published to Android and iOS store
Bug fixes and improvements
🛠 Mobile App :
- Leads page
- Basic Statistics page
- Account page to manage notifications
🛠 Email signature manager - Bug fixes and improvements
🛠 New customers to Flex: The person who closed the sale will get assigned to the company created in Flex
🛠 Ourly improvement list:
- Outlook event retrieving fixes
- Multisearch event improvements
- UI improvements and bug fixes
- Can now check how many meetings users have in round robin, and also reset the meeting count if for example someone new joins
- Custom fields are now appendable to the event name For example "Client meeting" can be appended by a custom field containing more information Event name will then be "Client meeting - custom field answer"
- Ourly now displays who you are booking within the same box as other event information
- Changed some images to icons
- Jarkko discovered a new land and flew there
- Language versions for Ourly booker email
- Confirmation email now uses two separate email templates, one with more information for calendar owners, and a more simplified version for the booker
- Fixes to the setting and resetting booking counts in dashboard repo
🛠 Dashboard - Re-added fallbacks for slots and overrides
Coming soon
🚀 WhatsApp messaging for Social Inbox
December 2022
New features
🤩 Serviceform user login: Added Outlook login
🤩 New version of statistics
Bug fixes and improvements
🛠 iOS and Android Application V2:
- Lead handling
- Statistics
- UI improvements
- Live chat
🛠 Ourly:
- Blocking dates and UI improvement
- Statistics UI improved (Chart added for master users)
- Make blocking work for all Multi calendar events
🛠 Social Inbox :
- Added notifications on and mark online/offline
🛠 Dashboard :
- Toggle added to show your state in account tab
- Live chat override under install page
🛠 Forms : Added email copy field to forms
🛠 Benjamin made a mini DIY christmas tree
🛠 Flex improvements and bug fixes
🛠 Email signature bug fixes
🛠 Mobile app: Chats, Leads, Stats and account page
🛠 Industry mapping dashboard
🛠 Improving speed of website analytics by 20x
Coming soon
🚀 Ourly improvements
🚀 Mobile App
🚀 Industry mapping
November 2022
New features
🤩 Ourly:
- New multi-search event
- Additional functionality to select specific event types (get 5 lowest bookings)
- Language templates depending on dashboard language.
🤩 Flex : Backups added under settings to restore a previous version.
Bug fixes and improvements
🛠 Added support to change the image in the thank you page (No image if removed)
🛠 Added image and name of the person you are currently booking with (Round robin and Random selection event types only)
🛠 Improved mobile responsiveness and visual improvements for smaller devices
🛠 Modal closing button
🛠 Hamaad was promoted as the Fire Marshal
🛠 Header and footer text + image customisation on thank you page.
🛠 Meeting location dropdown bug fixed
🛠 Currently booking with information added to ‘Select calendar’ event type.
🛠 Overall css fixes.
🛠 Improvements on the ‘multi-search’ event type
Coming soon
🚀 Serviceform user login - Outlook
🚀 Email Signature
Oct 2022
New features
🤩 Live chat notifications improved
🤩 Chatbot: Flowmap V1
🤩 Serviceform Workflows UI
🤩 Flex access control feature
🤩 Flex relations fields
🤩 New Multi-search event type in Ourly
Bug fixes and improvements
🛠 Social inbox: Multiple bug fixes
🛠 Live chat notification improvements:
- Blinking notification in the tab for new conversations (Stops when you click on the tab)
- Reminder banner in the dashboard when it detects inactivity
- Added a second notification if no one answers within 15 secs
- Notification sound from a chat moved to you is added.
- Notification sound from a chat moved to your team is added.
- Improvements to looping sound feature.
🛠 Ourly: Added location dropdown to events to select location as Meets, Teams or Other (Other = No meeting link)
🛠 Team member invitation - Added dropdowns to select “Team” and “Role” when inviting users
🛠 Hamaad fixed his bicycle tyre patch himself.
Coming soon
🚀 Mobile App update
🚀 Flex Internal release
🚀 Email signature builder
Sep 2022
New features
🤩 Flex: Realtime workspaces
🤩 Ourly: Added WFH support for Outlook calendars
🤩 Mobile app improvements
🤩 Flex: Import/export
Bug fixes and improvements
🛠 Improved DIY blocks with redirects to help pages and billing pages
🛠 Ourly bug fixes and improvements
🛠 Cookie controller optimisations
🛠 Benjamin is in Hungary
🛠 Social inbox chat data improvements
Coming soon
🚀 Flex: Improved access controls
🚀 Improved Live chat notifications
🚀 Mobile App new version
Aug 2022
New features
🤩 Cookie controller preview released
🤩 Ourly: Select calendar feature is live
🤩 Flex: Field collections and grouping added
Bug fixes and improvements
🛠 Social inbox UI improvements
🛠 New and improved flow statistics UI
🛠 Best CTO in Serviceform went on vacation
🛠 Improvements to lead export function
🛠 Ourly industry templates (Automotive, Educations and Sales)
Coming soon
🚀 Mobile app improvements
🚀 Flex improvements
July 2022
New features
🤩 Flex: Email sync is now live
🤩 Ourly: Round robin feature is live
🤩 Chatbot: FLOWMAP™ feature released
🤩 Flow statistics table released - Easily copy & paste /export your stats to excel
Bug fixes and improvements
🛠 Statistics API - data re-structured to provide more details
🛠 Flex: New and improved comment box with user tagging enabled
🛠 Ourly: statistics improvements
🛠 Free email signature creator improvements
🛠 Valery made margaritas
Coming soon
🚀 Improved Social Inbox Statistics
🚀 Email campaign builder
June 2022
New features
🤩 Ourly launched
🤩 API for statistics: Customers can pull all their statistics from Serviceform.
🤩 New billing page for DIY customers
🤩 Free email signature builder
🤩 Carousel question type V1 is live in the chat builder
Bug fixes and improvements
🛠 Ourly: Team statistics improved
🛠 Ourly: Calendar sync improved
🛠 Our senior engineer Vanitha killed a ton of bugs
🛠 Flex: Add multiple assignees to one item
🛠 Flex: Overall improvements
Coming soon
🚀 Improved Social Inbox Statistics
May 2022
New features
🤩 New DIY onboarding process
🤩 Ourly - Calendar statistics (Number of views, interactions and bookings)
Bug fixes and improvements
🛠 Ourly - Webhook support
🛠 Ourly - Builder is much cleaner and easier to use
🛠 Flex CRM improvements:
- Added reviews and review comments to Social Inbox
- Social inbox improvements
- Benjamin went to a dog show
Coming soon
🚀 Free email signature builder
🚀 Carousel builder
April 2022
New features
🤩 You can now receive leads as an SMS
Bug fixes and improvements
🛠 Social inbox search filter improved
🛠 Social inbox - Facebook comments and comment replies
🛠 Ourly meeting scheduler :
- CSS box added for advance customization
- Copy calendar templates from master user
- Overall improvements
🛠 CRM internally released. Now available for the entire Serviceform team!
🛠 Chatbot preview background image uploader has a free hand cropper now
🛠 Added button to remove uploaded logo’s, avatar’s and other images.
Coming soon
🚀 Carousel question type in the DIY chatbot builder
March 2022
Bug fixes and Improvements
🛠 Web hook fields now support two web hooks. (Chatbots and forms)
🛠 Added timezone dropdown for the Calendar
🛠 Social inbox: Now you can upload and send files to your Facebook messenger conversations
🛠 Added an "Install tool" button to all tool builders to easily publish the tools
🛠 Improved and cleaned the statistics breakdown UI
February 2022
Bug fixes and Improvements
🛠 Added option to add custom live chat notification sounds
🛠 You can also loop the live chat notification sound until an agent join
🛠 Hide live chat text area in the chatbot based on agent availability
🛠 Chatbot builder: Email subject field now support tags (e.g #question2, #token4 etc)
🛠 Chatbot builder: Button to disable the options in the popup on mobile
🛠 Chatbot builder: added option to hide the popup of the chatbot if it’s closed once (Will be hidden for 12 hrs)
January 2022
Bug fixes and Improvements
🛠 Fixed issues with application not allowing multiple images and uploads
🛠 Live chats and bot discussions can now be sent as email copies
🛠 Insights speed improvements and caching
September 2021
Bug fixes and Improvements
🛠 Major changes - moved serviceform.com to under app.serviceform.com for scalability
🛠 Note: This might cause some issues with custom integrations and our team is working hard to prevent this from happening
🛠 New forward facing website is released
🛠 Our helpdesk is released at docs.serviceform.com
August 2021
Bug fixes and Improvements
🛠 Fixed issues with livechat notification sounds
🛠 Fixed issues with livechat scrolling
🛠 Improved livechat search
🛠 Added custom JS functionalityt for forms
🛠 Prevented new users from releasing forms before approval - due to phishing