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.

](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.

](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

The “New Review Received” workflow trigger now supports reviews from all review platforms integrated with the account.

Previously, the trigger was limited to Google Reviews and Facebook Reviews. Now, workflows can also be triggered by reviews received from platforms such as Trustpilot, Yelp, TripAdvisor, and other supported review sources.

🎯 Use Case

Businesses often collect reviews across multiple platforms, not just Google and Facebook.

Until now, reviews coming from other integrated platforms could not trigger workflow automation. This meant teams had to manually monitor those sources and were limited in how they could respond to new reviews.

With this enhancement, you can now automatically:

• 🔔 Notify team members when a new review is received
• 🤖 Trigger automated review follow-ups or responses
• 🔀 Route reviews internally based on workflow logic
• ⚡ Take immediate action when a new review comes in

🚀 What’s New

• 🌐 Support for all integrated review platforms: The trigger source list now includes every supported review platform connected to the account, instead of being limited to Google and Facebook.
• ⚙️ Automate actions across more review sources: Build workflows that respond to reviews regardless of which connected platform they come from.
• ✅ No impact on existing workflows: Existing workflows using Google or Facebook review triggers will continue to work exactly as they do today.

💡 Why This Matters

1. Broader automation coverage across your entire review ecosystem
2. Less manual monitoring of third-party review platforms
3. Faster and more consistent follow-up, regardless of where customers leave reviews
4. More value from your existing review integrations by connecting them directly to workflow automation

One trigger. Every connected review platform. More ways to automate your reputation management.

Reach out to us directly at to drop your feedback.

Overview

We’re strengthening document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, giving you greater control over how sensitive information is accessed and shared.

Previously, documents uploaded through notes were public in nature and could be shared without expiration or additional privacy controls. With this update, newly uploaded documents will benefit from enhanced privacy protections while still giving users the flexibility to choose the appropriate sharing method.

What’s new

1. New note attachments are private by default: Any new document uploaded through the notes section will be stored in the "Notes attachments" folder under Documents and will be private by default.

2. More control when sharing: When sharing a document, users can choose the level of access that best fits their needs, including a public link, private link, OTP-protected link, or password-protected link.

3. Existing documents remain unchanged: This update applies only to documents uploaded through notes after the feature is released. Existing documents previously uploaded through notes will continue to remain public.
4. Secure sharing for existing documents: While existing documents will retain their current privacy status, users can still choose to generate and share a private link with recipients when additional access control is needed.

What’s next

We're working towards bringing in more privacy and data control for you to expand document security across the platform. In the next phase, these privacy and access controls will be extended to document attachments shared through custom fields, creating a more consistent and secure document-sharing experience.