👀 What’s New?

You can now mark any contact form field as required in the Chat Widget, including custom fields and dropdown fields. This ensures visitors must provide critical information before starting or continuing a conversation.

👷How It Works:

Go to Chat Widget Builder > Chat Window > add fields under Contact Form Options (default or custom) –

• Use “Mark the fields you wish to be mandatory” section to select which fields should be required. Default fields are always mandatory to a contact form.

• Required fields are clearly marked with an asterisk (*) in the widget.
• Visitors won’t be able to submit the form unless all mandatory fields are filled.
• When an agent requests contact details from the Conversation Panel (at the sub-account level), visitors are still required to fill all fields marked as mandatory before proceeding.

⭐ Why It Matters:

• Prevents incomplete submissions where users skip important fields.
• Ensures workflows, automations, and routing logic always receive the required data.
• Maintains consistent data capture whether details are collected upfront or requested later by an agent.

📝 Notes:

1. Applies to custom contact form fields with default contact form fields being always mandatory.
2. Mandatory field enforcement applies, when:

• A visitor starts a conversation via the widget
• Contact details are requested by an agent during an active conversation.

3. Existing widgets remain unchanged unless fields are explicitly marked as mandatory.
4. Screenshots show both states: required vs optional fields.

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss