Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Appointment Booking in Voice AI
The Voice AI agent can help you handle over-the-phone bookings for any selected calendar. Which, along with the Conversation AI helping you manage cancellations and reschedules, leads to a seamless ex... ...more
Important Updates ,New Feature Release &Settings
May 16, 2025•1 min read
New Feature: Notifications for Invoices, Estimates, and Contracts on the Client Portal
This feature lets you add and customize notifications for any connected payment product, such as Invoices or Estimates. Giving an easy way to access these files from the Client Portal. ...more
Important Updates ,New Feature Release &Membership
May 16, 2025•1 min read
New Feature: Custom Actions for Voice AI
This feature allows you to automate tasks and connect other systems to your CRM. Using personalized connections, APIs, and triggers to seamlessly extract and distribute information. ...more
Important Updates ,New Feature Release &Settings
May 15, 2025•1 min read
Improved Feature: Document Viewed Notifications
Getting your documents to completion is easier when your team is aware of what's going on. And with this update, you’ll be on the loop from the first time a recipient views the sent file! ...more
Important Updates ,New Feature Release &Payments
May 15, 2025•1 min read
New Feature: New Redirection Types Available in QR Code Builder
This update adds the option to include Payment Links, WhatsApp Chats, Funnels, Forms, Surveys, and Quizzes in your QR Codes. Enjoy a wide range of internal assets you can connect to improve your offli... ...more
Important Updates ,New Feature Release &Websites
May 14, 2025•1 min read
New Feature: Idle Reminder Timer in Voice AI Agents
This feature lets you add natural-sounding pauses and re-engagement links into the conversations, helping your Voice Agents sound more natural and approachable to captivate customers and steer convers... ...more
Important Updates ,New Feature Release &Settings
May 14, 2025•1 min read
New Feature: Document Management in Contacts & Client Portal
This feature greatly improves your file management, centralizing them under the Documents tab and adding them to the Client Portal for easy customer access. At the same time, it allows you to manage t... ...more
Important Updates ,New Feature Release Membership &Contacts
May 13, 2025•1 min read
New Feature: Payment Plans for Estimates
Including payment plans in your estimates helps you create a clear picture from the beginning of the customer relationship. Giving you added flexibility in payment handling and including ...more
Important Updates ,New Feature Release &Payments
May 13, 2025•1 min read
New Feature: Inbound Call Transfers on the Mobile App
This feature improves Mobile App call transfers over the browser version, helping you manage customer interactions more easily. Let’s try it out! ...more
Important Updates ,New Feature Release
May 08, 2025•1 min read
New Feature: Manual Expiry Date Selection for Certificate Templates
Add or remove an expiration date from your certificate templates with this feature. Leading to an easier time managing your certificates once sent, and more contact points with your students, so you c... ...more
Important Updates ,New Feature Release &Membership
May 08, 2025•1 min read
New Feature: Chat Widget Loads After Cookie Consent Acceptance
We’ve made some improvements to the chat widget’s behavior on pages containing cookie banners. Give them a look! ...more
Important Updates ,New Feature Release Websites &Funnels
May 08, 2025•1 min read
New Feature: Multiple Knowledge Bases in Conversation AI
This feature allows you to add multiple Web crawlers and FAQs as distinct Knowledge Bases you can use to train your Conversation AI. This leads to added flexibility by allowing you to use various comb... ...more
Important Updates ,New Feature Release &Settings
May 07, 2025•1 min read
New Feature: Bulk Action Campaigns in Email Marketing
This feature gives you a centralized campaign view for all email marketing, adding the Bulk Action emails to the general statistics set-up. Giving you a more comprehensive view of your marketing campa... ...more
Important Updates ,New Feature Release &Marketing
May 07, 2025•1 min read
New Feature: Reschedule Filter for Appointments
This allows you to monitor and manage your calendar's rescheduling rates and project them into widgets and reporting. Providing you with more accurate insights that make fixing time waste easier and o... ...more
Important Updates ,New Feature Release &Dashboard
May 06, 2025•1 min read
Improved Feature: Activity Section Upgrade in Contacts
We’ve fully revamped the Activity Section inside the Contact Cards, bringing you a cleaner interface that lowers loading times and increases information availability. Let’s check it out! ...more
Important Updates ,New Feature Release &Contacts
May 05, 2025•1 min read
