What’s new?

The Add Notes workflow action now supports the latest contact note enhancements: note title and note color.

How it works

For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to work because the new fields are optional.

How to use it

• Open a workflow and add or edit the Add to Notes action.
• Add a note title and note color as needed.
• Save and publish the workflow.

Why we built it

This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organize notes visually.

Additional Notes

• This update does not affect any of your existing notes.
• Note title and color are optional.

Preview

What’s new?

The Add Notes workflow action now supports the latest contact note enhancements: note title and note color.

How it works

For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to work because the new fields are optional.

How to use it

• Open a workflow and add or edit the Add to Notes action.
• Add a note title and note color as needed.
• Save and publish the workflow.

Why we built it

This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organize notes visually.

Additional Notes

• This update does not affect any of your existing notes.
• Note title and color are optional.

Preview

Overview:

You can now easily identify which Marketplace App sent a message in Conversations, directly from the message details.

👀 What’s New?

• Previously, there was no clear way to know which app sent a message. This often led to confusion and made troubleshooting difficult. With this update, you get complete transparency into message origin, making it easier to debug issues, manage integrations, and stay in control.
• Messages sent via Marketplace Apps or custom providers now display the App name and App ID
• Open any conversation, click on a message to view its details, If the message was sent via an OAuth-connected Marketplace App, you’ll see the app’s name and ID.

We’ve made updates to help you better understand and troubleshoot failed email messages—without interrupting your workflow.

What’s new

• Failed emails now display clearer, user-friendly error messages
• Error links open in a new tab so you can review details without losing your place

Why this matters

• Quickly understand why an email didn’t send
• Prevents disruption by opening error details in a new tab—so you don’t lose your current view or context

These improvements are designed to make debugging faster and your workflow smoother.

🚀 Summary:

Chat Widget configurations can now be included in Snapshots, allowing agencies to replicate widget setups across sub-accounts with proper handling of account-specific dependencies like WhatsApp numbers, Voice AI agents, and integrations.

✨ What's New?

1. Chat Widget support in Snapshots

• Replicate chat widgets (Email/SMS, Live Chat, WhatsApp, Facebook, Instagram, Voice AI, All-in-One) across sub-accounts.

2. Smart dependency handling

• WhatsApp numbers: mapped if available, else left empty
• Voice AI agents: auto-selected if available in target account
• Media assets: migrated dynamically
• Location-level fields (locale, country, agency details): auto-mapped

3. Graceful fallback behaviour

• Widgets are created even if dependencies (WhatsApp, FB/IG, Voice AI) are missing
• Fallback state shown (e.g., widget unavailable)
• Save / Get Code actions disabled when required setup is incomplete
• Helper tooltips guide users

4. Controlled custom field behaviour

• Custom fields are not auto-created during snapshot load
• Users must explicitly include them to avoid conflicts

🛠 How to Use?

1. Go to Account Snapshots (Agency View)
2. Create a snapshot from a source sub-account
3. Include Chat Widget in snapshot assets

4. Load the snapshot into a target sub-account

5. Open Sites > Chat Widgets in the target sub-account, you'll see the source sub-account widgets present
6. Complete any missing integrations (if required) and use it on any digital property

🌟 Why This Feature?

• Reduces onboarding time for agencies.
• Enables reuse of chat widget configurations across accounts.
• Maintains consistency in communication setup.
• Handles account-specific dependencies safely without breaking setup.

📝 Notes:

1. Widgets may require manual setup if dependencies are missing.
2. WhatsApp numbers, FB/IG connections, and Voice AI agents are account-specific.
3. Snapshot load does not guarantee publish-ready state without required integrations.