What it does

Agency users can now set the default builder for new workflows (Standard or Advanced) and decide who’s allowed to switch a workflow’s view between builders.

Why we’re doing this

Teams want flexibility in how they build. This update makes it simple to pick a default, grant the right access, and grow Advanced Builder feature usage at your pace – while keeping control centralized with the agency.

Who it’s for

Agency Admins (to set defaults and permissions). It benefits sub-account admins/users by letting them work in Advanced without waiting on an admin – if permitted.

How to use

1. Go to Workflows → Global Workflow Settings.
2. Select the default builder (Standard or Advanced) and confirm.
3. Set who can switch between builders (roles).
4. New workflows will now open in the chosen default for all users.

Notes

• The default applies only to new workflows Existing workflows are unchanged.
• Any individual workflow can still be set to a different builder later. The last saved choice at the workflow level wins.
• Example: if the default is Advanced but someone switches a specific workflow to Standard, that workflow will keep opening in Standard until changed again.

Preview:

We've upgraded the underlying AI model powering all Workflow AI Actions. This is a significant under-the-hood improvement that delivers noticeably better results across the board.

What's Improved

• AI Translate — More natural translations that preserve tone and context
• AI Summarize — Sharper summaries that capture key details without losing nuance
• AI Intent Detection — Smarter detection with better understanding of nuanced queries
• AI Decision Maker — Improved accuracy in complex decision-making scenarios

What This Means for You

No configuration changes needed , your existing workflows automatically benefit from the upgraded model. You should see more reliable outputs, fewer edge case errors and overall higher quality results from every AI action.

👀 What’s New?

Sub-accounts can now customize the “Please share your contact details” default prompt shown in the Chat Widget. This enhancement introduces two distinct, editable message fields, giving users full control over how and when contact details are requested, both automatically and agent-triggered.

👷 How It Works:

A – On the left panel of the chat widget builder section > under 'Chat Window' tab, Contact Form Intro Message (Auto Prompt) is present:

1. Visible only when “Enable Contact Form” is ON

2. Shown automatically before the contact form appears in the chat widget
3. Default text: “Please share your contact details”
4. If left blank, the widget skips this message and directly renders the contact form

B – On the left panel of the chat widget builder section > under 'Chat Window' tab, Contact Form System Message (Agent-Triggered) is present:

1. Always visible in the builder (regardless of toggle state)

2. Shown when an agent clicks “Request Contact Details” from the Conversations panel

3. Default text: “Please share your contact details”
4. If left blank, the widget skips the message and directly shows the contact form

Both applies to:

• Live Chat
• All-in-One (Live Chat)

⭐ Why It Matters:

• Eliminates confusion caused by hardcoded system prompts
• Improves visitor trust and conversion rates
• Significantly reduces high-severity support tickets
• Strengthens white-labeling and brand consistency for agencies and SaaS users

📝 Notes:

1. When Enable Contact Form is OFF:

• Only the Contact Form System Message is used (agent-triggered flow)

2. When Enable Contact Form is ON:

• Visitors see the Contact Form Intro Message automatically
• Agents can still request contact details manually using the system message

3. Leaving either field blank skips the prompt and shows the form directly

What's New?

We've renamed and reorganized AI related workflow actions for better clarity and easier navigation.

AI Actions Category: All AI powered actions previously under the Workflow AI category now fall under the AI Actions category with clearer names:

• AI Translate (formerly Workflow AI – Translate content)
• AI Summarize (formerly Workflow AI – Summarize Text)
• AI Intent Detection (formerly Workflow AI – Intent Detection)
• AI Decision Maker (formerly Workflow AI – Decision Maker)

Conversation AI Category: Conversation AI Actions previously labeled as "AI Actions" in workflows have been moved to a new "Conversation AI " category for better organization.

Why This Update?

With the rollout of AI Builder and other AI powered features in workflows, users were experiencing confusion between different AI functionalities. This action level reorganization and name change creates a clearer distinction and mental model.

What You Need to Know

All existing workflows using these actions will continue to function normally—only the names and categories have changed. No action required on your part.

You can now use your custom fields and values directly inside Calendar related settings across Calendars, Services, and Rentals to create more personalized appointment experiences.

What’s new?

Previously, when configuring text-based settings like email/SMS templates, meeting locations, or appointment titles, the selector only showed predefined system custom fields (for example, {{contact.name}} or {{appointment.start_time}}).

With this update, your user-created custom values are now available in the selector for personalization and lead enrichment.

What’s changed

• A new “Custom Values” section is shown in the selector dropdown
• Custom values created at the sub-account level now appear inside the custom value selector
• Use the search bar to quickly search for your desired value

Why it matters

• 🎯 Personalize reminders, confirmations, and appointment details using your own data
• 🧩 Maintain consistency across Calendars and other parts of the platform
• ⚡ Faster setup without manual copy-pasting of custom values

This update gives you more flexibility and control over how appointment-related communication is personalized.