Holiday Manager Access and Reliability Fixes

New

1
  • Holiday Manager is now viewable by all users; only admins can create, edit, or delete holiday schedules.

Improved

7
  • D-Tools project imports now trigger real-time UI updates so the project and client data appear immediately after import.

  • AI writing assistant now uses GPT 5.4-Mini, producing better and faster responses.

  • When conversations are merged, call transcript associations are moved to the merged conversation and remain accessible.

  • Sidekick includes finished call transcripts in context and limits segment volume for better responses.

  • Copy activation configuration from one client segment to another from the ellipsis menu in the activation config UI.

  • Workflow version management in the Portal: create draft versions, activate or deactivate versions, and soft delete versions from Settings > Workflows.

  • Email campaign approval notifications can be sent by email (in addition to or instead of Slack) to users in groups with the appropriate access rule.

Fixed

4
  • Sidekick no longer gets stuck on an infinite loader that blocked sending new messages during live transcription.

  • Requester and TO field stay in sync when switching from internal note to public reply after changing the requester.

  • Deleting a conversation with call transcription links no longer causes referential errors.

  • Pre-sold membership partner invoice items now receive the correct tax code instead of Stripe's default.