Add Conversations and Automation, Improve Reliability

New

6
  • Live transcripts for outbound calls, including updates during calls and access after they finish.

  • Site Created notifications by email, in-app, and push.

  • Site Updated and Client Created webhook triggers available in the rules engine.

  • Public API endpoints for listing, retrieving, uploading, and removing site files.

  • Health and sentiment columns and filters in site custom views.

  • Bulk removal of a client from selected sites while retaining client records and conversations.

Improved

3
  • Redesigned the Site card in the conversation side panel with site details and management actions.

  • One-click copying of conversation messages as readable plain text.

  • Activity feed visibility for site service-level changes.

Fixed

4
  • Triage intelligence runs that do not receive a provider response now fail safely instead of remaining in progress.

  • More reliable conversation draft loading, deletion, and saving.

  • Monthly payout timing that gives transfers more time to settle.

  • Site service-level changes consistently appearing in the activity feed.