Changelog

Internal Notes

• Add private notes to conversations that only your team can see. Use them to share context, document troubleshooting steps, or leave reminders for colleagues.

Notes are visually distinguished from customer messages.

Notes support rich text formatting and file attachments.

Fixed issue where notes were occasionally visible to external participants.

Fixed formatting issue when pasting formatted text into notes.

Macros

• Create reusable templates for common replies and actions. Macros can insert text, change status, assign conversations, and more. Access them from the m keyboard shortcut or the action menu.

Macros support dynamic placeholders (e.g., client name, site address).

Macros can be scoped to specific partners.

Fixed issue where macro placeholders weren't replaced correctly.

Fixed ordering issue in the macro list.

Assignee Groups

• Route conversations to teams instead of individuals. Create groups like "Support" or "Sales" and assign conversations accordingly. All group members can view and work on assigned items.

Group assignment shows in the conversation header.

Filters support group-based filtering.

Fixed issue where group members weren't notified on assignment.

Fixed display issue in the group selector dropdown.

Bulk Actions

• Select multiple conversations and apply actions in bulk: change status, assign, add labels, or snooze.

Selection mode includes a count indicator.

Bulk actions show confirmation before applying.

Fixed issue where bulk actions sometimes timed out on large selections.

Fixed selection persistence when navigating away.

Client-Site Relationships

• Clients can now be associated with multiple Sites, and Sites can have multiple Clients. This supports complex multi-location and multi-stakeholder scenarios.

Client and Site panels show linked records.

Search indexes both Client and Site associations.

Fixed issue where removing a client-site association didn't update the UI.

Fixed ordering of associations in the details panel.

Site Files

• Upload and store documents directly on Site records. Organize files by category (e.g., contracts, floor plans, photos).

Files show previews for images and PDFs.

Files are searchable by name.

Fixed issue where file uploads occasionally failed.

Fixed preview rendering for certain PDF formats.

Follow-Up Conversations

• When a customer replies to a solved conversation, a new follow-up is created automatically. The original thread is linked for context.

Follow-ups inherit labels and site context.

Activity timeline shows when a follow-up was created.

Fixed issue where follow-ups weren't linked to the original conversation.

Fixed duplicate follow-up creation on rapid replies.

Global Search

• Search across Conversations, Clients, Sites, and Projects from a single search bar. Results are grouped by type for easy scanning.

Search supports keyboard navigation.

Recent searches are saved for quick access.

Fixed issue where search results were slow on large datasets.

Fixed ranking issue where older results sometimes appeared first.