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Changelog: Sidekick

Every Sidekick change in ProVision, newest first.

Sidekick
  • All areas
  • Conversations155
  • Sites54
  • Workflows38
  • Inbox37
  • AI36
  • Memberships34
  • Settings33
  • Proposals33
  • Signal31
  • Integrations29
  • Public API28
  • Clients27
  • Sidekick25
  • Projects25
  • Billing20
  • Macros18
  • Tasks18
  • Reporting11
  • Mobile10
RSS
  1. April 8, 2026

    Past due notifications, Export PDF, Bulk Copy as markdown, and Custom Checkout Links

    Improved

    1
    • In Sidekick, support policy escalation service level autocomplete now includes Security Only.

    Product areas:ConversationsMembershipsBillingSidekickReporting
  2. March 20, 2026

    Added Portal.io Import, Email Approvals, And Voicemail Transcripts

    New

    2
    • Added Partner Group as a conditional filter on Sidekick support policies.

    • Voicemail and outbound call recordings are transcribed and attached to conversations so Sidekick can use them like live inbound call transcripts.

    Product areas:InboxProjectsSidekick
  3. March 19, 2026

    Holiday Manager Access and Reliability Fixes

    Improved

    1
    • Sidekick includes finished call transcripts in context and limits segment volume for better responses.

    Fixed

    1
    • Sidekick no longer gets stuck on an infinite loader that blocked sending new messages during live transcription.

    Product areas:ConversationsInboxMembershipsBillingWorkflowsSidekickAIIntegrationsSettings
  4. March 12, 2026

    Improved @mentions

    Fixed

    1
    • Sidekick policies filtered by Site Label or Service Level now show as Applicable when viewing a site.

    Product areas:InboxSitesClientsSidekickMobile
  5. January 28, 2026

    Macro Folders

    Improved

    1
    • Sidekick now shows applicable support policies when viewing a site directly, not just from conversation context.

    Product areas:ConversationsMacrosSidekickReportingSettingsMobile
  6. January 16, 2026

    Automated OvrC Threading and Workflow Time Range Enhancements

    Improved

    1
    • Simplified ticket link opening on task acceptance - now always opens with assistant panel visible

    Product areas:MacrosWorkflowsSidekickIntegrations
  7. January 13, 2026

    Call Recordings, Signal Schedule & Sidekick Improvements

    Improved

    1
    • Support policies now support flexible associations and filtering with conditions based on clients, sites, site labels, service levels, client segments, urgency, and conversation type.

    Fixed

    1
    • Fixed issue where Sidekick was loading blank for multiple partners because support policies without conditional filters were not appearing.

    Product areas:ConversationsClientsWorkflowsSidekickSettings
  8. January 7, 2026

    Support Policies & Flexible Associations

    New

    1
    • Support policies now support flexible associations and filtering with conditions based on clients, sites, site labels, service levels, client segments, urgency, and conversation type. Policies can be filtered to show "All" or only "Applicable" based on the context of the open entity record.

    Product areas:ConversationsSitesClientsMembershipsWorkflowsSidekickIntegrationsSettings
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