1. Custom Fields for Clients & Sites

    New

    1
    • Custom Fields

      • You can now define custom fields for Clients and Sites. Create text, dropdown, date, or number fields to capture data specific to your workflow. Configure in Settings → Custom Fields.

    Improved

    2
    • Search now indexes custom field values.

    • Improved table sorting behavior.

    Fixed

    2
    • Fixed issue where saving custom fields cleared unsaved changes in other sections.

    • Fixed alignment issue in the Site details panel.

    Product areas:ConversationsSites
  2. Saved Views for Conversation Lists

    New

    1
    • Saved Views

      • Create and save custom views for the Conversation list. Apply filters, sorting, and column preferences, then save them for quick access later.

    Improved

    2
    • Added keyboard shortcut to quickly toggle between saved views.

    • Improved load times for large conversation lists.

    Fixed

    2
    • Fixed issue where filters would reset when returning from a conversation.

    • Fixed pagination issue on the Sites list.

    Product areas:ConversationsSites
  3. Keyboard Shortcuts for Power Users

    New

    1
    • Keyboard Shortcuts

      • We've added a comprehensive set of keyboard shortcuts to speed up navigation and actions. Press ? or Shift+H to view the full list.
      • Highlights:
        • g + c → Go to Conversations
        • g + s → Go to Sites
        • g + p → Go to Projects
        • n → New conversation
        • / → Focus search

    Improved

    2
    • Updated the navigation menu icons.

    • Improved hover states on interactive elements.

    Fixed

    1
    • Fixed an issue where shortcuts triggered while typing in inputs.

  4. Snooze Conversations for Later Follow-Up

    New

    1
    • Snooze Conversations

      • Need to follow up later? Snooze a conversation and it will reappear at the scheduled time. Set quick snooze options (tomorrow, next week) or pick a custom date and time.

    Improved

    2
    • Added snooze indicator badge on snoozed conversations.

    • Snooze times are shown in your local timezone.

    Fixed

    2
    • Fixed bug where snoozed conversations would sometimes not resurface.

    • Fixed timezone offset issue for users in non-standard timezones.

    Product areas:Conversations
  5. @Mentions for Team Collaboration

    New

    1
    • @Mentions

      • Mention teammates in internal notes by typing @ followed by their name. Mentioned users receive a notification and can jump directly to the conversation.

    Improved

    2
    • Mention autocomplete now shows user avatars.

    • Notifications for mentions are grouped to reduce noise.

    Fixed

    2
    • Fixed issue where mention notifications were duplicated.

    • Fixed styling issue in the mention dropdown on mobile.

    Product areas:InboxMobile
  6. Projects for Installation Tracking

    New

    1
    • Projects

      • Track installations and larger scopes of work with Projects. Link multiple conversations to a single Project, assign a team member, and track progress from a unified view.

    Improved

    2
    • Added Project column to the Conversation list.

    • Projects can be filtered by status.

    Fixed

    2
    • Fixed issue where linking a conversation to a project didn't update immediately.

    • Fixed sorting issue in the Projects list.

    Product areas:Projects
  7. Conversation Labels for Organization

    New

    1
    • Conversation Labels

      • Organize conversations with custom labels. Create labels for categories, priorities, or workflows. Labels can be used as filters and in Rules.

    Improved

    2
    • Label chips now show on the conversation list for quick scanning.

    • Labels support custom colors.

    Fixed

    2
    • Fixed issue where deleting a label didn't remove it from conversations.

    • Fixed color picker alignment in the label editor.

    Product areas:Conversations
  8. Rules Engine for Workflow Automation

    New

    1
    • Rules Engine

      • Automate common tasks with Rules. Set triggers (e.g., conversation created, status changed) and define actions (e.g., assign to group, add label). Configure in Settings → Rules.

    Improved

    2
    • Rules support multiple conditions with AND/OR logic.

    • Added rule history log for auditing.

    Fixed

    2
    • Fixed issue where rules with multiple actions sometimes failed silently.

    • Fixed timing issue with scheduled rules.

    Product areas:Workflows