10th of September, 2025

Quiet hours for Outbound Calls

Summary

Reduce after-hours outreach and improve answer rates with warnings based on the contact’s local time. The dialer shows the contact’s current time and prompts before placing a call outside professional hours (before 8am or after 9pm).

What’s new

• Quiet-hours prompt on outbound calls from the web dialer

• Contact’s current local time shown in the dialer when it differs from the user’s time

How it works

• We store each contact’s timezone using this priority:

1. timezone provided on import/creation
2. inferred from phone number area code (new)
3. sub-account (location) timezone

• If a call/SMS is attempted outside 8am–9pm in the contact’s timezone, the user sees a warning with options (e.g., Cancel / Call anyway).
• Applies to native Phone System and Twilio-integrated sub-accounts.

Controls

• Enabled by default for all sub-accounts
• Admins (agency and sub-account) can turn warnings off in: Settings → Phone Numbers → Additional Settings → Outbound Call → “Avoid calling people during quiet hours (9pm to 8am)”

Why it matters

• More considerate outreach → higher answer rates
• Reduces complaints and risk of being reported for spammy behavior

Notes and limitations

• Area-code inference is best-effort and may be inaccurate for ported or virtual numbers
• For cross-country calls, the contact’s quiet hours apply
• Deskphone and mobile app behaviour are unchanged; prompts appear in the web app dialer. Mobile app support coming soon
• Quiet hours support for SMS coming soon
• Does not apply to workflow calls. You can configure it under each workflow's settings
• Available via Labs

8th of October, 2025

IVR Call Transfers Now Supported

Previously, users couldn’t transfer IVR calls or transfer a call more than once. For example, if a contact pressed the wrong IVR key or if a call had already been transferred once, there was no way to redirect it to the right person.

What’s Changing

We’ve added full support for IVR transfers and multiple call transfers, making call routing more flexible.

Why It Matters

This enhancement gives teams greater flexibility when managing live calls. If a contact ends up with the wrong department or a call needs to be passed again, agents can now redirect it seamlessly, without ending or restarting the call.

We’ve taken a major step forward in making your CRM truly dynamic! You can now natively capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes — no workarounds, no manual linking. This release bridges your CRM and data collection tools for a fully connected experience.

🌟 What’s New

Native Integration: Add fields from Custom Objects and the Company Object directly inside Forms, Surveys, or Quizzes.

Association Setup: Choose how each object connects to a contact — one-to-one, one-to-many, or many-to-many.

Primary Field Handling: System automatically identifies and protects required fields (e.g., Company Name, Car Number Plate) to ensure proper data creation.

In-Builder Editing: Configure associations or update object settings right from the builder — no need to leave the form editor!

Automatic Sync: Submissions instantly update both contact records and linked object records, keeping your CRM data clean and in sync.

✨ Key Highlights

🏢 Company Object Fields: Add Company fields (like Name, Email, Address) directly in your forms to collect business-level data.

⚙️ Custom Object Fields: Use object-specific fields (e.g., Car Model, Pet Breed, Property Location) to capture industry-specific data.

🔗 Association Controls: Define or edit associations like Car Owner within the builder using the “Edit Association” option.

🧩 Dynamic Linking: Submissions automatically associate related contacts and object records — for example, linking a contact to a Car object as its owner.

🛡️ Primary Field Safeguard: If a primary field is removed, the system prompts you to keep or clear object fields to prevent data breaks.

🧠 How It Works

1. Open any Form, Survey, or Quiz Builder.
2. From the Quick Add menu, select your desired object — Contact, Opportunity, Company, or a Custom Object (like Car).
3. Add object fields and configure their association with the contact.
4. Define relationships (e.g., Many-to-Many for Cars, One-to-One for Company).
5. Save and publish — submissions now create or update linked object records automatically!

📸 Example:

1. Add Company Object fields like Company Name, Email, and Address to collect organization details alongside contact info.
2. Add Custom Object fields like Car Model and Car Number Plate to track assets per contact.
3. Associations appear directly inside both the Contact and Object records in the CRM.

🧠 Extended Object Usage

1. Custom Objects can be used either standalone (to collect independent data records) or linked to Contacts via associations.
2. Company Object fields can also be used with Contacts or standalone, but cannot be combined with Custom Objects within the same form, survey, or quiz.
3. Scenarios that mix Company Object, Opportunity and Custom Object fields in one builder are not supported at this time.

⚙️ Primary Field Requirement

1. Each object — including both Custom Objects and the Company Object — has a mandatory primary field (e.g., Company Name or Car Number Plate).
2. This primary field must be included in the builder to create or update records for that object.
3. If you attempt to remove it, the system will prompt you to either keep the field or remove all related object fields.

🧩 Works Best For

1. B2B setups — capture company-level info directly from forms.
2. Industry-specific tracking — store structured data like cars, pets, or properties.
3. Automated linking — create complete CRM relationships in one submission.

This release connects your Custom Objects and Company Objects directly to your CRM’s data collection tools — turning every form submission into a structured, meaningful record. 🚀💡

Currently this is live in Labs!

Overview:

You can now create, edit, and reuse custom reports templates using the all-new Custom Reports Template Library. Whether you're scheduling a report just pick a template from library, personalize it, and go!

Why it Matters:

⏰ Save time with reusable templates

🧱 Stay on brand with consistent design

🔁 Simplify workflows — fewer clicks, no guesswork

📦 All-in-one experience — everything you need, in one place

🤗How does Templates work in Custom Reports?

1. Navigate to Reporting
2. Click on New Reports
3. In the new reports, there are option to create from the dashboard, scratch or the Template Library
4. In the library, there are beautifully curated templates that you can filter based on niche and tags. Select the template that you like and apply to use
5. Once the template is selected, it will bring a preview of real data and agency just needs to schedule the report for a specific day or week

😻 How to add your custom report template to Template Library?

Good News for all agency owners that now Template Library is available in all the plans. Go to the custom report in any of subaccounts > click on the three dots to add the template to template library and allow all your subaccount to access the template

What’s new?

Introducing Auto Save in the Workflow Builder – the simplest way to build faster, smarter, and with total peace of mind.

No more losing progress or remembering to hit Save every few steps. With Auto Save enabled, your edits are continuously saved in the background while you design and refine your workflows, so you can stay focused on the logic and not the clicks.

Currently in Labs Beta, this upgrade brings reliability and speed to your workflow editing experience.

How it works

Auto Save continuously writes canvas edits to your draft; nothing goes live until you Publish.

How to enable it

1. After enabling Auto Save in Labs, open a workflow. You’ll see a pop-up where you can choose to Enable Auto Save Now or Continue with Manual Save.

2. Or alternatively, you can go to Global Workflow Settings → Auto Save and toggle it On.

Once enabled, just build as usual – your edits will save automatically.

When your draft is ready, click Publish to make it live.

Why we built it

To eliminate lost work and speed up iteration so you can focus on workflow logic, not saving your changes with each step.

Notes & Limitations

• Draft-only: Auto Save works only when the workflow is in Draft. It is disabled for Published workflows. Publish to push changes live.
• Configuration Changes: It does not auto-save configuration changes made inside an action/trigger.
• Session versioning: Each editing session writes to an Auto-saved entry in Version History (with timestamp + editor). Use Save Version in the version history anytime to create a named checkpoint.
• Multi-editor & multi-tab: No real-time co-editing/locking. Last save wins. If multiple users (or tabs) edit the same workflow, the most recent auto-save becomes the current draft; Version History shows who saved when.

Additional Note –

At launch, Auto Save is available through the Labs Beta.

To access it, go to Settings → Labs, search for the feature name, and enable it via the toggle.