Changelog

Added D-Tools Cloud integration with secure authentication setup for syncing project and client data.

Added custom time range node in Workflows to check current time against specific schedules.

Added client lookup by user-entered phone number for callback workflows, improving accuracy when callers use alternate numbers.

Added warning in Holiday Manager when scheduling holidays after 3 PM to alert users that conversations may already have next-business-day follow-up expectations.

Improved Twilio task handling by deduplicating repeated callback and voicemail requests from the same caller, reducing queue congestion during high-volume periods.

Improved SQL query builder performance by optimizing joins on root table IDs, reducing query execution time from over 5 seconds to under 130ms for notification queries.

Added custom time range node for Workflows, enabling time-based automation beyond standard business hours

Added callback client lookup by entered phone number in IVR flows for better caller identification

Added folder infrastructure support for macros in the Portal

Enhanced OvrC threading to skip solved conversations when looking for threads to group into

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

Automated conversation threading for OvrC (Remote Site Management) notifications - the system now intelligently groups related OvrC alerts into a single conversation thread, eliminating the need for manual merging and renaming.

Escalation Settings UI has been improved with better time range controls and the ability to quickly apply settings across multiple days.

Added "snoozed until" tooltip on hover for snoozed conversations in Views, showing the exact date/time when the conversation will unsnooze.

Company Info Settings page has been rebuilt as a native page in the monorepo, replacing the iframe implementation.

Refactored Input field component with better state management, extracting utilities, scheduling hooks, and a cleaner service layer.

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

Conversation side panel now shows an indicator when multiple sites are associated with a conversation.

Added primary client name as a display property option for conversation-based views.

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

Fixed crash in Rules UI when adding a condition to a rule, which was causing a "Something went wrong" error.

Fixed issue where merging clients failed with a foreign key constraint error on conversation_participant.

Fixed duplicate label creation bug where typing a new label name would create multiple duplicate entries before refresh.

Fixed inconsistent phone number deletion in Voice channel settings where deleting would sometimes fail or add the number back.

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.

Conversation side panel now shows an indicator when multiple sites are associated with a conversation, making it easier to see when there are additional sites beyond the one displayed.

Added primary client name as a display property option for conversation-based views, showing the primary client associated with the conversation's site.

Surge event approval messages are now posted to the #announcements Slack channel instead of #general.

System now prevents creating platform users with email addresses that match partner support or membership emails to avoid notification conflicts.

Fixed crash in Rules UI when adding a condition to a rule, which was causing a "Something went wrong" error related to conditional support policies.

Fixed issue where merging clients failed with a foreign key constraint error on conversation_participant when the client was used as a conversation requester.

Fixed "folderAssignment" record limit error in Provision Backend by adding explicit pagination to avoid hitting the default maximum of 1000 records.

Fixed duplicate label assignment error when merging sites that share identical labels.

Fixed behavior rule condition that incorrectly evaluated Site/Label/Name is not one of X as false when no site was associated with the conversation, which was preventing some conversations from triggering Twilio routing.

Fixed issue where non-admin Conversations users could not access the Memberships page in Settings. Memberships is now visible without requiring billing access, while billing-related settings remain properly restricted.

Fixed issue where Signal notifications in Provision inbox would revert to unread after being marked as read.

Fixed follow-up conversations being incorrectly assigned to Advanced Support instead of Basic Support.

Fixed Signal schedule current time indicator displaying in browser timezone instead of partner timezone.

Fixed Memberships page in Settings being hidden from non-admin Conversations users.

Added a button to "Reset macro", which removes the applied macro.

Added 5 most recent associate conversations to the context used by the agent assistant.

Added contact support + keyboard shortcuts to Quick Actions.

Updated the merge conversation modal list options to include friendly conversation id.

Fixed an issue where users were unable to remove a client from a site if they had labels associated.

Fixed a bug where if a partner did not have a valid slack auth token, Signal would fail and not notify other channels.