Tags are now easier to organize, identify, and manage with tag categories and customizable tag colors. You can group related tags into categories and assign colors to make tags easier to recognize across your account.

Existing tags will automatically appear in gray and will be placed under the No category category, so your current setup continues to work without any additional configuration.

What's new

• Customize tag colors

• You can now assign a color to each tag to make it easier to identify at a glance.
• Choose from a predefined list of colors.
• Use the color picker to select a custom color, including colors that match your brand.

• Tags without a selected color will use gray by default.
• Existing tags will initially appear in gray, and you can update their colors at any time.

• Tag colors are reflected when adding tags from the contact details page and when viewing tags in Smart List columns.

Organize tags with categories

• Tag categories give you a structured way to group and manage related tags.
• Create categories and group multiple tags under them.

• Move individual tags or bulk move multiple tags between categories.
• Every tag belongs to a category.

• Tags without an assigned category are automatically placed under No category.
• All existing tags will initially be placed under No category and can be moved into newly created categories.

• If you delete a category containing tags, those tags will automatically move to No category.

The AI Assistant in Workflows now reports on WhatsApp performance alongside Email and SMS. You can ask about any WhatsApp step in plain language and get delivery and read metrics calculated from live data.

What's New

Delivery and read analytics for WhatsApp steps

The Assistant returns total sends, delivered, failed, and pending counts for any WhatsApp step, along with calculated delivery and failure rates. Read counts among delivered messages and the corresponding read rate are included.

Automatic period-over-period comparison

Specify any time window, such as "last 2 weeks," and the Assistant compares it against the immediately preceding period, showing volume movement and whether delivery is trending up or down.

Insight-led responses

Each answer leads with the headline figures, then identifies what changed, with plain-language observations on volume, delivery versus failure, and read behaviour.

How to Use

1. Open the AI Assistant in any workflow.
2. Ask for the metrics you need, for example: "fetch the WhatsApp delivery stats for this workflow for the last 2 weeks."

No configuration is required.

Why This Matters

WhatsApp is among the most used actions in Workflows, and its performance data previously sat outside the Assistant's coverage. With this release, Email, SMS, and WhatsApp all resolve through the same conversational interface, so workflow performance can be assessed in one place rather than across separate dashboards and execution logs.

Overview

We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This gives you quick access to contact information and conversations while keeping your current workflow in context.

What has changed

Previously, clicking a contact’s name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:

Single-column view: Opens the left panel of the contact details page alongside conversations and other right-panel features.

Two-column view: Opens an expanded view with the contact details panel and an extended Conversations view.

* Go directly to the Contact details page: If you prefer the existing experience, you can continue opening the full contact details page directly.

If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, helping you continue where you left off. A separate icon is available for users who want to skip the overlay and open the Contact details page directly.

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The overlay also respects your contact details page customizations. If your contact details page has been customized, those same customizations will appear in the overlay, providing a consistent experience across both views.

Why it matters

Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.

The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This means fewer page changes, better context retention, and faster access to the information you need.

Next steps

The contact overlay is currently available for opportunities and appointments. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.

Overview

We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This gives you quick access to contact information and conversations while keeping your current workflow in context.

What has changed

Previously, clicking a contact’s name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:

Single-column view: Opens the left panel of the contact details page alongside conversations and other right-panel features.

Two-column view: Opens an expanded view with the contact details panel and an extended Conversations view.

* Go directly to the Contact details page: If you prefer the existing experience, you can continue opening the full contact details page directly.

If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, helping you continue where you left off. A separate icon is available for users who want to skip the overlay and open the Contact details page directly.

](Insert YouTube/Wistia/Loom/Vimeo video URL here)

The overlay also respects your contact details page customizations. If your contact details page has been customized, those same customizations will appear in the overlay, providing a consistent experience across both views.

Why it matters

Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.

The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This means fewer page changes, better context retention, and faster access to the information you need.

Next steps

The contact overlay is currently available for opportunities and appointments. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.

Overview

We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This gives you quick access to contact information and conversations while keeping your current workflow in context.

What has changed

Previously, clicking a contact’s name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:

Single-column view: Opens the left panel of the contact details page alongside conversations and other right-panel features.

Two-column view: Opens an expanded view with the contact details panel and an extended Conversations view.

* Go directly to the Contact details page: If you prefer the existing experience, you can continue opening the full contact details page directly.

If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, helping you continue where you left off. A separate icon is available for users who want to skip the overlay and open the Contact details page directly.

The overlay also respects your contact details page customizations. If your contact details page has been customized, those same customizations will appear in the overlay, providing a consistent experience across both views.

Why it matters

Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.

The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This means fewer page changes, better context retention, and faster access to the information you need.

Next steps

The contact overlay is currently available for opportunities and appointments. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.