Bug Fix

• Timeout Issue Resolved – Blog generation will now run smoothly without interruptions.

Bug Fix

• More Accurate Summaries – The summarizer now better matches your selected Desired Character Length for improved consistency.

New Features

• Employee Assignment – You can now assign employees to specific calls.

• AI Employee Suggestions – An AI agent will start automatically suggesting who it thinks handled each call, saving you time on manual assignments.

• Note that our agent learns off of previous assignments, so some calls must be categorized manually before the AI can start assigning.

New Features

• Custom Aggregation Options – Pie charts now support both count and sum aggregation, so you can choose exactly how your data is calculated.

• Color Customization – Choose your own chart colors!

• Pie charts can utilize as many colors as you want, and will rotate through your list as needed. If you just choose one color, we’ll create a gradient based on it.

• Bar charts now let you select your preferred color.

• Font Size Controls – Adjust text size for better readability.

• Category Thresholds – If you have a lot of small pie chart categories, you can set a percentage threshold (e.g., 5%) to automatically group the smaller ones into an “Other” category.

New Features

• Visual Refresh – Updated icons for a cleaner look.

• Department-Based Organization – Tools are now grouped by department for easier access:

• Asset Management, Customer Success, Dispatch, Human Resources, Marketing, Operations, Procurement, and Sales

• New Lower Toolbar Sections:

• Analytics – The new home of dashboards.

• Task Management – Quick access to your tasks.

New Feature

• Redesigned Table Experience – You can now sort by any column, choose which columns are visible (and in what order), and filter by column content for a more flexible workflow.

• All existing functionality stays the same!

Bug Fixes

• Rounding – All monetary values are now rounded consistently to two decimal places.

• Searching - The new table functionality also addresses the bugs that would occur when searching for invoices.

Bug Fix

• White Screen Issue Fixed – The app no longer goes blank after a submission.

New Features

• Dedicated Task Management Page – View all your tasks in one place.

• Not only can tasks be added and edited in this page, but they can also be sorted into custom groups, similar to other pages in the platform.

• Kanban Functionality – Within custom groups, users have the option of also creating their own statuses that will display as Kanban columns for visual management of tasks.

• Contextual Task Creation – Create tasks directly from other pages (e.g., Purchasing Assistant, CallIQ). They’ll automatically appear in your Task Management view, tagged with the originating page.

New Feature

• Smarter Tool Browser – The Tools page now doubles as a searchable hub. Quickly browse, find, and navigate to any tool directly.

New Features

• Instance Management – You can now view all instances created from a specific webpage template.

• Create and update webpage instances directly from the toolbox.

• Instance Insights – Each instance now has its own page showing history of views, submissions, and other analytics.