Changelog

Site Created triggers that can send webhooks to connected systems

Client-created notifications across the portal, API, and imports

A configuration selector for Triage Intelligence actions, so different behaviors can use different configurations

Site AI Summaries that refresh when newer or newly linked conversations are available

Time-based snooze presets in Macros, Rules, and the conversation snooze dialog

Invalid recurring notification schedules are skipped without interrupting other schedules

Missing or deleted conversations no longer produce errors during client lookups

Grouped macro activity that shows each run alongside the actions it performed

Partner-local snooze presets for macros and rules

A Send Educational Emails option on the Day1 form

Shareable links to specific site and client tabs

Full-page record opening by default on desktop when no preference is saved

Automatic cleanup of in-app notifications older than 30 days

Refreshed ellipses menu design

Removed outdated complimentary-support language from the default activation FAQ

More reliable Client Portal results when sites have been deleted

Some updates:

Merge or add as client for Unidentifieds: click a participant to merge into an existing contact, or add them as new if they’re unrecognized

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

Agent follow controls: set or remove an agent as a follower directly from the participant chip

Add participant: same flow as before, now using our upgraded selector

Introducing AI Macros ✨

AI-powered macro text snippets generate draft content while preserving the existing review and approval flow.

Previously, macros only had static text templates that could be dropped into the message composer. Now with AI Macros, you can define an AI prompt in the Create/Edit Macro dialog. When the macro is applied, the prompt plus the context of the conversation gets passed into an AI model to generate text for the outgoing message or internal note.

Fixed-time escalation rules can target a specific weekday for clearer response expectations

Conversation list filters in the Public API support change timestamps for more efficient delta polling

Public API responses now include custom attributes for sites and clients.

Refreshed design for Conversation, Client, Site, and Project side panels

Legacy site and user IDs supported across Public API reads and writes.

Faster participant lookups in the Public API, with lower database load.

Branded delivery for signup verification, resend-code, and password-reset emails.

Call-for-pricing plans no longer appear as misleading $0 self-serve options in the billing portal.

A Billing page with partner invoice history, status details, and PDF downloads.

Public API Site responses include custom properties.

Alta Labs in Site Documentation’s Remote Systems Management options.

A refreshed conversation composer with clearer status banners.

A cleaner conversation side panel with separate Partner and conversation cards.

Internal notes are easier to identify and visually distinguish in the timeline.

Full notification text on hover for truncated desktop inbox messages.

Clearer service periods on Subscription Management invoices and PDFs.

Home policy previews that show the expected response time.

AI-generated drafts retain normal paragraph and list spacing.

Loading older conversation history keeps the reader’s position and preserves the timeline order.

Support phone numbers render correctly in email signatures, templates, and after-hours autoresponders.

Transcripts remain attached to the correct conversation after transferred calls, with more reliable live transcription detection.

Transferred calls no longer create duplicate recording messages.

Route inbound call workflows based on site labels, so workflows can branch on the selected site's labels.

Unseen message badges now appear on conversation tabs, so it’s easier to spot new activity without switching views.

When new messages arrive while your browser tab is hidden, ProVision marks the new-message boundary and helps you jump back to what changed.

Unseen message indicators now use a more consistent, more legible teal treatment across tabs, message boundaries, jump prompts, and conversation views.

Public API support for custom properties

Faster, more accurate Signal forecasts

Label selection across ProVision now includes search, multi-select, and better support for longer lists

Sidekick now shows full ticket and policy titles more reliably

Inbox notifications now open records in a side preview instead of a new tab

Conversation headers now use a glassmorphic overlay that keeps more of the thread visible while scrolling

Site Documentation Updates:

• Added Montana Sky ISP
• Added Alarm.com to RSM

Puerto Rico timezone option in company details

Company details now save correctly after changing the state or province

Closed conversations no longer reopen during client merge updates

Rules Engine is_one_of and is_not_one_of filters now handle both single values and arrays correctly