What's New

The AI Agent action inside workflows now has full visibility into a contact's entire conversation history across every channel. Before responding, the agent can read every past conversations a contact has had before replying. This makes sure agent is contextually aware of all the messages.

Channels covered: SMS, Email, WhatsApp, Instagram, Facebook Messenger, TikTok & more

What the agent sees for each conversation:

• Channel where the conversation took place
• Message bodies (last 20 per thread by default, up to 50)
• Message direction (inbound vs. outbound)
• Timestamps for every message
• AI-generated summary of the full conversation for quick context

How It Works

The agent automatically uses the tool when mentioned in the system prompt or is required for achieving the goal.

It automatically pulls in contact's conversation threads and recent messages across all channels. It also pulls an AI generated summary for a high level overview if conversations are really long.The agent then responds with full awareness of every prior interaction.

Why It Matters

Previously, the agent's context started from the moment it took over a conversation. If a contact had been chatting on WhatsApp for a week, emailed twice, and DM'd on Instagram, none of that history was visible.

Now the agent picks up the way a teammate would — reading the full thread before jumping in. A contact who emails about a quote on Monday and follows up via Instagram on Wednesday will hear from an agent on Friday that already knows about both, references the quote, and picks up exactly where things left off.

What's New

The AI Agent action inside workflows now has full visibility into a contact's entire conversation history across every channel. Before responding, the agent can read every past conversations a contact has had before replying. This makes sure agent is contextually aware of all the messages.

Channels covered: SMS, Email, WhatsApp, Instagram, Facebook Messenger, TikTok & more

What the agent sees for each conversation:

• Channel where the conversation took place
• Message bodies (last 20 per thread by default, up to 50)
• Message direction (inbound vs. outbound)
• Timestamps for every message
• AI-generated summary of the full conversation for quick context

How It Works

The agent automatically uses the tool when mentioned in the system prompt or is required for achieving the goal.

It automatically pulls in contact's conversation threads and recent messages across all channels. It also pulls an AI generated summary for a high level overview if conversations are really long.The agent then responds with full awareness of every prior interaction.

Why It Matters

Previously, the agent's context started from the moment it took over a conversation. If a contact had been chatting on WhatsApp for a week, emailed twice, and DM'd on Instagram, none of that history was visible.

Now the agent picks up the way a teammate would — reading the full thread before jumping in. A contact who emails about a quote on Monday and follows up via Instagram on Wednesday will hear from an agent on Friday that already knows about both, references the quote, and picks up exactly where things left off.

What's New

The AI Agent action inside workflows now has full visibility into a contact's entire conversation history across every channel. Before responding, the agent can read every past conversations a contact has had before replying. This makes sure agent is contextually aware of all the messages.

Channels covered: SMS, Email, WhatsApp, Instagram, Facebook Messenger, TikTok & more

What the agent sees for each conversation:

• Channel where the conversation took place
• Message bodies (last 20 per thread by default, up to 50)
• Message direction (inbound vs. outbound)
• Timestamps for every message
• AI-generated summary of the full conversation for quick context

How It Works

The agent automatically uses the tool when mentioned in the system prompt or is required for achieving the goal.

It automatically pulls in contact's conversation threads and recent messages across all channels. It also pulls an AI generated summary for a high level overview if conversations are really long.The agent then responds with full awareness of every prior interaction.

Why It Matters

Previously, the agent's context started from the moment it took over a conversation. If a contact had been chatting on WhatsApp for a week, emailed twice, and DM'd on Instagram, none of that history was visible.

Now the agent picks up the way a teammate would — reading the full thread before jumping in. A contact who emails about a quote on Monday and follows up via Instagram on Wednesday will hear from an agent on Friday that already knows about both, references the quote, and picks up exactly where things left off.

What's New

The AI Agent action inside workflows now has full visibility into a contact's entire conversation history across every channel. Before responding, the agent can read every past conversations a contact has had before replying. This makes sure agent is contextually aware of all the messages.

Channels covered: SMS, Email, WhatsApp, Instagram, Facebook Messenger, TikTok & more

What the agent sees for each conversation:

• Channel where the conversation took place
• Message bodies (last 20 per thread by default, up to 50)
• Message direction (inbound vs. outbound)
• Timestamps for every message
• AI-generated summary of the full conversation for quick context

How It Works

The agent automatically uses the tool when mentioned in the system prompt or is required for achieving the goal.

It automatically pulls in contact's conversation threads and recent messages across all channels. It also pulls an AI generated summary for a high level overview if conversations are really long.The agent then responds with full awareness of every prior interaction.

Why It Matters

Previously, the agent's context started from the moment it took over a conversation. If a contact had been chatting on WhatsApp for a week, emailed twice, and DM'd on Instagram, none of that history was visible.

Now the agent picks up the way a teammate would — reading the full thread before jumping in. A contact who emails about a quote on Monday and follows up via Instagram on Wednesday will hear from an agent on Friday that already knows about both, references the quote, and picks up exactly where things left off.

We’ve introduced a new Location-Level Breakdown widget in the Reselling tab to give you deeper visibility into how each sub-account contributes to your revenue and profitability.

📊 What’s New

You can now view a detailed table of sub-accounts (locations) with key financial metrics, including:

• Revenue generated per sub-account
• Cost incurred per sub-account
• Profit and Profit Margins

This provides a clear, side-by-side comparison of how each location is performing.

🔍 Drill Down Into Sub-Account Performance

The widget is fully interactive, allowing you to:

• Sort by revenue or cost to quickly identify high-impact or high-risk sub-accounts
• Click on any sub-account to open a detailed performance view

Inside the detailed view, you can access:

• Product-level breakdown of revenue and cost across rebilling products
• Timeline insights to track performance trends over time (monthly view)
• Granular profitability metrics to understand true margins

⚡ Take Action Instantly

Beyond visibility, this feature enables action:

• Update reselling configurations directly from the detailed view
• Adjust pricing or rebilling settings for underperforming sub-accounts
• Quickly fix loss-making or low-margin locations without leaving the dashboard

💡 Why This Matters

Previously, agencies lacked a unified way to analyze performance at the sub-account level, making it difficult to:

• Identify which clients were driving revenue vs. losses
• Detect revenue leakage due to misconfigured rebilling
• Take timely action on underperforming accounts

With this update, you can:

• Pinpoint high-value and low-margin sub-accounts
• Understand profitability at a granular level
• Act faster to optimize revenue and margins

This enhancement brings actionable, location-level insights directly into your workflow—helping you manage, optimize, and scale your reselling business with confidence.