Past due notifications, Export PDF, Bulk Copy as markdown, and Custom Checkout Links
New
4
Added custom membership checkout links on the site Membership tab. Generate a checkout URL with custom price points or reactivate members who already have a payment method on file (for example seasonal memberships).
- When to use it: present only the plan you selected at checkout for a simpler signup when the plan is already agreed; use custom pricing when standard list pricing does not fit the engagement (for example higher-touch service levels or lower-scope properties).
Added the ability to download a conversation as a PDF from the conversation quick actions menu. The PDF uses the same structured content as copy-as-Markdown with a sensible filename for sharing.
Added bulk copy of conversation context as Markdown from Quick Actions, so you can grab several threads at once for use in external tools.
Added notifications when a subscription becomes past due, with channel preferences consistent with other subscription alerts, so billing and success teams can follow up before unpaid or canceled states.
Improved
3
Activation Flow checkout uses your brand colors from flow configuration (or brand fallbacks) on the checkout page.
Backend error reporting is consolidated so issues are easier to triage and no longer compete with customer-facing API traffic.
In Sidekick, support policy escalation service level autocomplete now includes Security Only.