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ProVision

Changelog: Clients

Every Clients change in ProVision, newest first.

Clients
  • All areas
  • Conversations155
  • Sites54
  • Workflows38
  • Inbox37
  • AI36
  • Memberships34
  • Settings33
  • Proposals33
  • Signal31
  • Integrations29
  • Public API28
  • Clients27
  • Sidekick25
  • Projects25
  • Billing20
  • Macros18
  • Tasks18
  • Reporting11
  • Mobile10
RSS
  1. September 3, 2026

    Add Automation and Notifications, Improve Site Summaries, Fix Alerts

    Fixed

    1
    • Missing or deleted conversations no longer produce errors during client lookups

    Product areas:InboxClientsMacrosAIPublic API
  2. August 25, 2026

    Bring Conversation Participants Front and Center With Inline Controls

    New

    1
    • Client hover card: hover over a client to see their contact info, with one-click copy

    Product areas:ConversationsClients
  3. August 10, 2026

    API Support of Custom Properties

    Fixed

    1
    • Closed conversations no longer reopen during client merge updates

    Product areas:ConversationsInboxSitesClientsWorkflowsSignalSidekickPublic APISettings
  4. July 30, 2026

    Improve Memberships, Clarify Notifications, and Fix Blocking

    Fixed

    1
    • Blocked phone numbers are now checked before a client record exists, so blocked senders follow the blocked path consistently

    Product areas:ConversationsInboxClientsMemberships
  5. July 22, 2026

    Add Bulk Site Actions and Smarter AI Assist

    Fixed

    1
    • Client merges no longer create duplicate follow-up tickets from closed conversation history.

    Product areas:ConversationsSitesClientsMembershipsAI
  6. July 20, 2026

    Add Navigation and Custom Attributes, Fix Conversation Flows

    New

    1
    • Client custom attributes in client details and custom views, including support for filtering and showing them as columns.

    Product areas:ConversationsSitesClientsIntegrationsSettingsMobile
  7. July 16, 2026

    Add Bulk Client Actions and new side panel select menu styles

    New

    1
    • Bulk actions for client records now support soft delete and restore.

    Product areas:ConversationsSitesClientsPublic API
  8. July 14, 2026

    Add Public API List Endpoints

    New

    1
    • Added the ability to soft delete a client record. Soft deleted clients can be recovered if needed (based on permissions).

    Product areas:ConversationsSitesClientsMembershipsPublic API
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