Manage Projects, Target Macros, and Streamline Membership Checkout

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.