Workflow Builder: Right-click actions (fewer clicks, faster edits)

What’s new

You can now right-click any action in the Workflow Builder to open a quick action menu – your go-to tools at your cursor (copy, move, delete, notes) without hunting for the three-dot menu. This cuts navigation and speeds up your common edits.

How it works

  1. Right-click on any action block.
  2. Choose from the quick action menu:
  • Copy action / Copy all actions from here (Or 'Paste below' if applicable)
  • Move action / Move all actions from here
  • Delete action / Delete all actions from here
  • Notes
  1. Keep building – no extra navigation required.

Why this matters

  • Fewer clicks and less hunting through menus – actions are under your cursor.
  • Faster edits that match familiar desktop app behavior.

Preview

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Workflow Builder: Right-click actions (fewer clicks, faster edits)

What’s new

You can now right-click any action in the Workflow Builder to open a quick action menu – your go-to tools at your cursor (copy, move, delete, notes) without hunting for the three-dot menu. This cuts navigation and speeds up your common edits.

How it works

  1. Right-click on any action block.
  2. Choose from the quick action menu:
  • Copy action / Copy all actions from here (Or 'Paste below' if applicable)
  • Move action / Move all actions from here
  • Delete action / Delete all actions from here
  • Notes
  1. Keep building – no extra navigation required.

Why this matters

  • Fewer clicks and less hunting through menus – actions are under your cursor.
  • Faster edits that match familiar desktop app behavior.

Preview

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Contact Merge improvements: No more dropped executions

What’s new

This update allows you to seamlessly handle situations where contacts get merged. When two contacts are merged, your automation keeps going without any issues.

When the old contact gets deleted during the merge, we automatically hand off the workflow to the main (master) contact so nothing falls through the cracks.

Bottom line: the workflow continues smoothly under the right contact.

How it works

  • Merge your contacts (eg, a duplicate into the main one).
  • If the master contact is not already in a workflow, we move the current progress to the master contact and continue the execution.
  • If the master contact is already in a workflow, we stop the extra run and keep the one thats already running. You’ll see this note: “Contact is removed from the workflow since the enrolled contact was merged, and the master contact is already enrolled in the workflow.”
  • Works even when several contacts are merged into one – we handle them all.

Quick Example

Live Chat guest converts to a known contact

  • A visitor starts a chat as “Guest” and enters your follow-up workflow. Later they add an email that matches an existing contact.
  • Result: The workflow hands off from “Guest” to the existing (master) contact and continues – no steps lost.

Additional notes

  • You’ll see a Contact Merge action in the execution logs for clear traceability.
  • This prevents accidental stops and avoids duplicate journeys for the same person.

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Sender Domain Settings in Email Campaigns for LC Users

We’ve introduced Sender Domain settings inside Email Campaigns for our LC users to give them more control and reduce email delivery failures.

❓ What was the problem?

  • Campaigns were failing when the sender email had issues—for example, using a public domain address or when the sender email didn’t match the selected sending domain.
  • Users were also restricted to default settings and couldn’t choose which domain a specific campaign should use.

✨ What’s new?

Shared Domains (Agency or AIOTB)

If a campaign is sent using a public or shared email address, we will automatically modify it to make it compliant so the campaign doesn’t fail.

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One Dedicated Domain (Default or Agency Dedicated)

The correct sender domain is automatically pre-selected. The UI now checks the sender email and alerts users if there are issues, along with clear error messages.

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Multiple Domain Setup

Users can now choose a single domain or all domains (based on domain configuration rules) for their campaign.

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A quick-access link in the UI allows users to easily review their domain configuration.

🤝 Benefits

  • Fewer email failures due to improved domain compliance
  • More flexibility to select the right domain for each campaign

🔍 Where to find it?

Marketing → Emails → Campaigns → Send or Schedule

📌 Note:

For non-LC users (e.g., SMTP users), nothing changes—your process stays the same.

📦 Media Storage Now Supported with Services (v2)!

🧭 Overview

We’ve expanded the power and convenience of Media Storage to the Services (v2) module for Calendars! Users can now seamlessly browse, select, and insert images directly from Media Storage — making media management easier and more centralized than ever.

🚀 What’s New?

✅ Browse & Insert from Media Storage

  • You can now use the Media Storage directly from key places in Services — allowing you to upload existing assets instantly.

✅ Available to Use Throughout the Module:

  • You can use Media Storage to manage the image for all of the Service assets :
  • Service Image: While creating or editing any Service under Services tab

Edit Service - Media Storage

  • Add-On Image: While creating or editing any Add-On under Add Ons tab

Add Ons - Media Storage

  • Staff Image: While creating or editing any Staff under Staff tab

Staff - Media Storage

  • Location Image: While creating or editing any Location under Locations tab

Location - Media Storage

  • Company Logo: Under Global Settings > Booking Page > Company Logo

Company Logo - Media Storage

✅ Access Media from Multiple Sources

  • Use images from your uploaded files, or pull from integrated sources like Unsplash, Pixabay, or Google Drive (if connected).

Upload From Media Storage

📌 Why It Matters

  • Centralized asset management leads to faster setup
  • Consistent assets across all visual touchpoints
  • Eliminates the need to repeatedly upload the same files across different areas