17th of September, 2026

Local presence dialing automatically selects the best local caller ID for your outbound calls, significantly boosting call answer rates.

We have rebuilt our local presence engine from the ground up to deliver smarter matching, broader international coverage, and greater administrative control.

What's new

• Expanded country support: Location-based matching is now active across the 🇺🇸US, 🇨🇦Canada, 🇬🇧UK, and 🇦🇺Australia, using real postal code distance calculations rather than static lookup tables.
• Consistent caller ID: Contacts will now see the exact same number from you on every repeat attempt. This deterministic matching builds caller familiarity and helps maintain strong carrier standing.
• Universal outbound coverage: Local presence now works seamlessly across every dialing path: including the web dialer, and desk phones. Mobile app support is coming soon.
• Reserved numbers: Mark up to 50 numbers per sub-account as reserved to prevent them from being auto-selected, protecting main office lines while keeping them available for manual dialing.

• Smarter matching ladder: Calls cycle through an optimized priority hierarchy to find the best match: lead's zipcode → area code → overlay code → nearest available distance → same region → account default.
• Fail-safe reliability: Outbound calls are never delayed or blocked. If a local match is unavailable or lead data is missing, the system instantly routes the call using your account default.

How to get started

To configure reserved numbers or adjust your settings, navigate to Settings > Phone System > Voice > Other Settings > Outbound calls and scroll to the Local presence dialing section.

🎉 What’s New

We’ve added new automation and publishing controls for Video Testimonials, making it easier for businesses to act on new submissions immediately and control which testimonials appear on their widgets.

This release introduces two key enhancements:

• Video Testimonial Received Workflow Trigger
• Video Testimonial Approval & Visibility Controls

🚀 Key Capabilities

1. 🎥 Video Testimonial Received Workflow Trigger

Businesses can now trigger automated workflows the moment a new video testimonial is submitted through a Video Testimonial Collector.

This enables teams to automate actions such as:

• Notify internal teams when a new testimonial is received
• Send a thank-you or follow-up message to the reviewer
• Create tasks or notes for the team
• Pass testimonial information into webhooks or other workflow actions
• Build different automation paths based on the collector or marketing consent

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4. ✅ Video Testimonial Approval & Visibility Controls

Businesses now have more control over which video testimonials are displayed on their widgets.

Under the Reputation widget settings, users can choose how new testimonials should be handled:

• Auto-publish new video testimonials: New submissions are automatically displayed on the widget. This is the default behaviour.
• Require manual approval before publishing: New submissions must be reviewed before they are displayed.

This allows businesses to choose between a completely automated experience or a more controlled moderation flow.

5. 👁️ Review & Manage Testimonials from Responses

The Video Testimonials → Responses page now makes it easier to understand and manage widget visibility for each submission.

Users can:

• Identify newly received testimonials that have not yet been reviewed
• See when a testimonial is currently shown on the widget
• Show or hide individual testimonials directly from the Responses page

This gives teams control over individual testimonials without having to edit the widget configuration every time.

💡 Why It Matters

• Automates follow-up the moment a video testimonial is received
• Removes the need to manually monitor new testimonial submissions
• Enables collector-specific and consent-aware automation
• Makes testimonial data immediately usable across Workflows
• Gives businesses control over which testimonials appear publicly
• Supports both hands-off auto-publishing and manual approval workflows
• Makes managing testimonial visibility faster from one central Responses view

Together, these enhancements make Video Testimonials easier to collect, automate, moderate, and publish across the customer journey.

Drop us a line at or share on our — we’re listening!

Create Workflows from Ask AI

Ask AI can now call the Workflow AI agent. This means you can create and edit a full workflow without opening the builder first — just describe what you want and the agent builds it. The capability already existed inside Workflow AI; it is now available through Ask AI as well, giving you one more way to build automations. And since Ask AI runs on WhatsApp, workflows can now be created straight from WhatsApp.

What's New

Build from a prompt. Start a new chat in Ask AI, describe the workflow you want, and the agent builds it for you.

Live preview in the panel. The generated workflow renders right inside Ask AI, so you can see the full structure without switching screens.

Inspect any step. Click a trigger or action in the preview to see its full configuration.

Conversational edits. Ask the agent to change anything and it updates the workflow in place.

One click into the builder. A CTA takes you straight into the workflow builder to test and publish.

WhatsApp support. The same workflow creation experience is now available on WhatsApp.

How to Use

1. Open Ask AI and start a new chat.
2. Describe the workflow you want to create.
3. Review the generated workflow in the panel. Click any trigger or action to check its configuration.
4. Ask the AI to make changes until it matches your requirement.
5. Click the CTA to open the workflow in the workflow builder.
6. Run a final test, then publish from the builder.

Why This Matters

Workflow creation is no longer tied to a single surface. The same agent that powers Workflow AI is now reachable from wherever you are already working — including outside the platform entirely, over WhatsApp. Ask AI handles the drafting and iteration; the builder remains the place where you verify, test & ship, so the review and publish path stays unchanged no matter where the workflow started.

Good to Know

Manual editing is not supported inside Ask AI. Use the redirection link in the panel to open the workflow builder and edit it there. Publishing always happens in the workflow builder after a final test.

You can now send bulk emails to associated Contacts directly from Company and Custom Object lists.

Select the Companies, Properties, Policies, Pets, or other Custom Object records you want to act on, choose the relevant associated Contacts, and send your email without rebuilding the audience from the Contacts list.

What’s New?

• New Send email bulk action for Companies and Custom Objects with Contact associations
• For Custom Objects, select one or more association labels to define who should receive the email
• Choose whether to send to: Most recently associated contact, earliest associated contact or All associated contacts
• Use Company and Custom Object fields as merge fields in the email content
• Compose using Quick Compose, Smart Builder, or an existing template
• Send immediately, schedule for later, or use batch mode
• Track delivery and engagement through Bulk Actions and Marketing → Emails → Bulk Action Campaigns
• Contacts appearing through multiple selected association labels are de-duplicated before sending

How to Use

1. Open Companies or a supported Custom Object
2. Select the records you want to email from
3. Click Send email

4. For Custom Objects, select the required association label(s)
5. Choose which associated Contacts should receive the email

6. Compose and personalize the email using Contact, Company, or Custom Object fields

7. Send now, schedule it, or use batch mode
8. Track results from Bulk Actions

Why This Matters

Smart Lists already let users create powerful segments using Company and Custom Object data. Until now, those segments could not be used directly for email campaigns because bulk email started from Contacts.

Now, users can segment first and communicate immediately.

For example:

1. Filter Properties by city, price, property type, or status and email the associated Potential Buyers
2. Filter Policies by renewal date and email the associated Policy Holders
3. Filter Companies by industry, lifecycle stage, account tier, or owner and run a targeted B2B campaign
4. Filter Memberships or Subscriptions by expiry date and email the associated members
5. Create any Smart List based on Custom Object fields and send a campaign to the Contacts associated with those records

Notes

1. – The action is available for Custom Objects that have an association with Contacts
2. – For Companies, the Contact association is selected automatically
3. – Existing email permissions, consent requirements, and deliverability rules continue to apply
4. – The final recipient list is resolved when the bulk action runs

📚 Learn More: Help article

You can now send bulk emails to associated Contacts directly from Company and Custom Object lists.

Select the Companies, Properties, Policies, Pets, or other Custom Object records you want to act on, choose the relevant associated Contacts, and send your email without rebuilding the audience from the Contacts list.

What’s New?

• New Send email bulk action for Companies and Custom Objects with Contact associations
• For Custom Objects, select one or more association labels to define who should receive the email
• Choose whether to send to: Most recently associated contact, earliest associated contact or All associated contacts
• Use Company and Custom Object fields as merge fields in the email content
• Compose using Quick Compose, Smart Builder, or an existing template
• Send immediately, schedule for later, or use batch mode
• Track delivery and engagement through Bulk Actions and Marketing → Emails → Bulk Action Campaigns
• Contacts appearing through multiple selected association labels are de-duplicated before sending

How to Use

1. Open Companies or a supported Custom Object
2. Select the records you want to email from
3. Click Send email

4. For Custom Objects, select the required association label(s)
5. Choose which associated Contacts should receive the email

6. Compose and personalize the email using Contact, Company, or Custom Object fields

7. Send now, schedule it, or use batch mode
8. Track results from Bulk Actions

Why This Matters

Smart Lists already let users create powerful segments using Company and Custom Object data. Until now, those segments could not be used directly for email campaigns because bulk email started from Contacts.

Now, users can segment first and communicate immediately.

For example:

1. Filter Properties by city, price, property type, or status and email the associated Potential Buyers
2. Filter Policies by renewal date and email the associated Policy Holders
3. Filter Companies by industry, lifecycle stage, account tier, or owner and run a targeted B2B campaign
4. Filter Memberships or Subscriptions by expiry date and email the associated members
5. Create any Smart List based on Custom Object fields and send a campaign to the Contacts associated with those records

Notes

1. – The action is available for Custom Objects that have an association with Contacts
2. – For Companies, the Contact association is selected automatically
3. – Existing email permissions, consent requirements, and deliverability rules continue to apply
4. – The final recipient list is resolved when the bulk action runs

📚 Learn More: Help article