What’s new?

Sticky Notes 2.0 is now available in the Standard Builder. Previously available in the Advanced Builder, you can now add images/logos, color-code branches, and leave rich annotations directly inside your workflows workflows.

How it works

Use the Sticky Note tool on the Builder canvas to drop notes anywhere in your workflow. Customize with colors, formatted text, and embedded images or links. Resize and position them to label sections or branches.

How to use it

• Open a workflow in Standard Builder.
• Click Sticky Note from the left toolbar.
• Add text, choose a color, and optionally embed an image or logo.

Why we built it

Teams using workflows needed better collaboration and context-sharing. Now you can brand workflows, leave setup instructions, and document logic directly on the canvas – without switching tools.

Additional Note

• Sticky Notes are visual only and do not affect automation logic.

Preview:

What's New

After AI Builder generates a workflow, a new To Do List now surfaces in every action and trigger that still needs human input – so nothing gets missed before your workflow goes live.

Built on top of the existing Workflow Highlights system, the checklist consolidates all incomplete items into one actionable view.

How It Works

1. Generate a workflow using AI Builder.
2. A To-Do List automatically appears, highlighting every action or trigger that requires your input.
3. Click the pencil icon next to any item to jump directly to that step on the canvas.
4. Complete the required fields and your workflow is ready to publish.

Why This Matters

Certain inputs require a human decision, connecting integration credentials, selecting an account, choosing a pipeline, or defining which step to wait for. The To-Do List makes these gaps visible upfront, reducing the risk of incomplete workflows going live and affecting contacts or system performance.

We’ve improved the Agency Dashboard Usage Export to give you clearer visibility into potential revenue leakage caused by rebilling being turned off at the sub-account level.

What’s New

The “Costs” sheet in the Usage Export file now includes a new column that shows the Rebilling Status (Enabled/Disabled) for each product per sub-account.

This enhancement applies at the product level, allowing you to see rebilling configuration alongside actual usage costs.

What Problem This Solves

Previously, agencies had no easy way to identify:

• Sub-accounts generating usage costs where rebilling was disabled
• Products consuming wallet credits or direct costs without being passed through
• Prior month usage that resulted in absorbed expenses
• Revenue leakage caused by configuration gaps

Because this visibility was not available in filters or dashboard views, agencies had to manually cross-reference settings across multiple screens — making the process time-consuming and error-prone.

How You Can Use It

With this update, you can now:

1. Before exporting report, turn off toggle "Include only rebilled transactions" then Export the Usage Report from the Agency Dashboard
2. Open the “Costs” sheet
3. Filter by Rebilling Status = Disabled
4. Identify high-usage sub-accounts where costs are being absorbed
5. Use filters or pivot tables to:

• Calculate total absorbed costs
• Analyze by product
• Review by sub-account
• Quantify missed revenue opportunities

This makes it significantly easier to detect configuration issues and take corrective action quickly.

Why This Matters

• Prevents Revenue Leakage – Quickly identify costs not being rebilled
• Improves Profitability Tracking – Understand true margins per sub-account
• Reduces Manual Audits – No more cross-checking rebilling settings separately
• Supports Better Financial Decisions – Act on real usage data with clarity

This is a fast, actionable enhancement designed to give agencies immediate control over absorbed usage costs while more advanced dashboard-level reporting improvements are in development.

🧭 Overview

We’ve improved how appointment status changes behave when marked as Showed or No Show.

Previously, updating these statuses would upload the event to connected calendars (Google, Outlook, iCloud), which triggered external event update emails to attendees — even though nothing meaningful had changed from their perspective.

With this update, marking an appointment as Showed or No Show will no longer push updates and emails to third-party calendars.

🚀 What’s Changed

✅ No Event Update Emails for “Showed” or "No Show"

Changing the status to "Showed" or "No Show"will no longer trigger external update emails.

✅ Internal Tracking Still Works as Expected

Status changes are still reflected inside the system for reporting, and automation logic — only external calendar updates has been adjusted.

🎯 Why This Matters

• Prevents unnecessary “Appointment Updated” emails
• Avoids confusion for customers
• Keeps external calendar behavior clean and intentional
• Ensures status tracking remains operational, not customer-facing

🧭 Overview

We’ve improved how appointment status changes behave when marked as Showed or No Show.

Previously, updating these statuses would upload the event to connected calendars (Google, Outlook, iCloud), which triggered external event update emails to attendees — even though nothing meaningful had changed from their perspective.

With this update, marking an appointment as Showed or No Show will no longer push updates and emails to third-party calendars.

🚀 What’s Changed

✅ No Event Update Emails for “Showed” or "No Show"

Changing the status to "Showed" or "No Show"will no longer trigger external update emails.

✅ Internal Tracking Still Works as Expected

Status changes are still reflected inside the system for reporting, and automation logic — only external calendar updates has been adjusted.

🎯 Why This Matters

• Prevents unnecessary “Appointment Updated” emails
• Avoids confusion for customers
• Keeps external calendar behavior clean and intentional
• Ensures status tracking remains operational, not customer-facing