Changelog

You can quickly acknowledge a teammate's internal note or public reply with a team-only emoji reaction instead of writing another note.

You can get notified when a teammate reacts to your internal note, so you know they've seen and acknowledged your message.

You can double-click the internal note resize bar to restore automatic sizing after manually resizing the field.

You can view original emails on soft-deleted or merged conversations for historical review.

The rules engine now supports custom schedules with weekday, time-range, timezone, and holiday-aware conditions.

You can filter for deleted conversations, sites, clients, and projects and restore them individually or in bulk, with deletion dates and undo support.

Integrations can unlink a client from a site through the Public API.

Dialogs across ProVision offer consistent navigation, keyboard controls, focus handling, and multi-step workflows.

Escalation cards in Sidekick now show advance warnings and a “Next expectation” time so you can see when response requirements change.

Site view filters support Membership Type, Membership Status, and Membership Paused Until, so you can find specific membership groups and billing states.

Membership actions from Quick actions save correctly, and sending a membership email displays only the relevant confirmation message.

Create clients and sites within conversation, site, and project forms without losing entered information, with new records selected automatically.

Use consistent dialogs with clearer actions, field labels, keyboard navigation, focused pickers, and Undo for reversible site and subscription changes.

Unlink individual sites from conversations through the Public API without affecting other linked sites.

Quick actions, user and site search, AI prompts, Snooze, and subscription pause pickers offer consistent keyboard navigation and clearer empty states.

Site changes, site removal, and subscription pause or unpause actions show confirmations with Undo; copying a payment portal link shows a specific confirmation.

Selected days in Sidekick custom schedules stand out in teal.

Company settings highlight missing or invalid required fields and explain what prevents saving.

Call recordings and finalized transcripts are linked to their calls without duplicate entries.

Recording downloads work even after the recording has been played.

Conversation merges no longer crash when the source conversation has just been deleted.

Submit Day 1 preserves newly typed membership sales notes when submitting immediately with a keyboard shortcut.

Create and delete projects through the Public API, with project-access permissions.

Start a conversation directly from conversation views on desktop and mobile.

Added support of extensions in return routing.

Build site and conversation rules using the site's 3rd Party Network Provider.

Portal form dialogs have consistent layouts, visible field labels, clearer actions, and keyboard shortcuts.

Restriction policies stand out with red backgrounds in Sidekick and active-policy previews.

Public API documentation lists the supported include values for each endpoint.

New partner setup automatically populates the forwarding email from the partner domain.

Conversation assignment options only show platform groups to partners with access.

Users receive an invitation email when an administrator creates their account.

Snoozing a conversation preserves the message composer's folded state.

Retrieve, search, list, and update projects through the Public API, with project-access permissions.

Target shared macros to user groups, assignee groups, or both.

Membership checkout confirmation shows the selected plan, billing details, renewal date, and support contact.

Customize membership-plan headings, kickers, and supporting text for each landing page.

Membership landing pages show brand names and logos in browser tabs.

Checkout buttons show progress and prevent duplicate checkout requests.

Sidekick policy categories start expanded on the Policies tab.

D-Tools imports support up to 25 projects per selection, with feedback for larger selections.

API documentation explains that new keys can take a few minutes to become available, with clearer authorization diagnostics.

SMS sessions end when conversations are auto-solved or closed.

New partner subscription invoices remain in draft while revenue-sharing charges are prepared.

Close multiple conversation tabs at once, including caught-up tabs, with an option to undo.

Set business-day response targets for escalation policies that account for partner hours, holidays, and time zones.

Share reusable membership links that take customers directly to checkout for a selected plan.

Include site labels in newly generated conversation summaries.

Route missed-SLA fallback emails according to partner settings.

Keep Domotz alerts for the same site in an existing open conversation.

Reach off-screen site tabs with navigation buttons in the narrow conversation side panel.

Use dialogs with clearer titles and actions, consistent keyboard behavior, and more accessible form fields.

Scan conversation attachments as compact file pills with hover details and expandable lists.

Read wider conversation messages and internal notes on mobile, with better use of the available screen space.

Send conversation email through a managed sender when a partner address fails authentication.

Paste an 11-digit US phone number into a +1 field without losing its final digit.