Changelog

Incoming text messages can now recognize partner staff by phone number when the sender matches a ProVision user, improving requester identification.

Conversation summaries now handle rich-text source content more cleanly, helping reduce formatting noise in generated summaries, also helping reduce token consumption in summary generation

Client segments can now be deleted more safely, with safeguards that block removal when they are still in use by sites.

List views on large or zoomed-out screens now scroll reliably.

Added partner-managed Privacy Policy and Terms of Service links in settings → memberships. Partners can now have a unique terms of service per client segment.

Improved Conversations so slash and mention menus dismiss on space

Improved avatar styling for additional polish

Fixed Sidekick launch behavior so panels and task screen pops keep the correct assistant context when opened from support flows.

Fixed blank search input handling so empty searches fail cleanly instead of throwing errors.

Fixed incoming email processing when duplicate CC recipients were present.

Fixed a Views bug where resizing a column mid-scroll could jump back to the top.

Added keyboard navigation to bulk update modals so users can move through and select options without using a mouse.

On mobile devices, users can now swipe to archive an inbox notifications, and desktop users can press e to archive a notification.

Added configurable Terms of Service and Privacy Policy fields in Membership settings so legal links can be managed in ProVision and tailored by client segment.

Added O&O IT as an option in both the 3rd Party Network Provider and TV Service Provider fields in Site Documentation.

Improved Views so resizing a column no longer jumps you back to the top of the grid.

Improved conversation reliability by reducing client-side real-time connection issues that could trigger LimitExceededException errors.

Fixed the D-Tools Integrations tab so partners who have not enabled D-Tools no longer appear connected.

Fixed blurred date separators while scrolling conversations on mobile.

Fixed conversation update edge cases that could trigger participant sync timeouts or false validation errors while updating requester email details.

Fixed the mobile time conversion tooltip so it opens with a single tap.

Fixed the Sidekick panel closing shortly after launch when opened from a support URL.

Fixed weekday snooze shortcuts so entries like Wed or weds choose the next valid day instead of jumping a year ahead.

Added bulk delete for conversations so users can remove multiple conversations at once.

Implemented paused subscription states so memberships can be paused until a set date and resumed more predictably from the membership details view. This will allow the system to handle things like seasonal memberships more gracefully.

Fixed internal reply editing so @mentions are preserved when a message is updated.

Fixed subscription scheduling so changing a CPP expiration no longer removes an upcoming pre-sold membership, and the pre-sold is rescheduled correctly.

Fixed shorthand snooze time parsing in Conversations so inputs like 1130am apply the intended snooze time instead of shifting unexpectedly.

Added background image configuration for membership activation flow pages.

Added an auto_tax_disabled partner setting so partners can opt out of automatic tax collection.

Improved secondary partner imports so new sites can be associated with existing clients without creating duplicate client records.

Improved the mobile conversations side panel so focusing autocomplete fields no longer triggers disruptive browser zoom.

Improved partner account access by allowing internal users to reach non-BPO partners through a dedicated user-group exception while keeping those partners hidden from the normal picker.

Fixed Smart Send scheduled replies so the selected send time is preserved after saving.

Fixed missing labels in Rules Engine conditions so existing labels appear reliably when configuring rule logic.

Fixed an address update reliability issue that could cause requests to fail under load.

Fixed automated revenue sharing billing so partners using automated revenue sharing no longer get partner invoice items added through the standard billing path.

Added a live call transcript drawer in the assistant while a call is active, including expand and resize, per-message and full-transcript copy, speaker grouping, and streaming updates (on Policies and AI Chat).

Added in-page transcript search with match highlighting in both the live transcription view and the conversation transcript view.

Added public API support to update a conversation with PATCH and to fetch a single platform user with GET, including assignee group context where applicable. *Available to select pilot partners

Fixed the assistant side panel closing on its own shortly after opening from a link; it now stays open until you dismiss it.

Fixed outbound email failures on very long threads by limiting the References header size while keeping correct threading.

Fixed handling of empty AssemblyAI transcript payloads so transcript finalization no longer errors unexpectedly.

Fixed conversation submission when email addresses differ only by letter casing so the correct channel is selected for the first message.

Favorite macros

• Introducing Favorite Macros! Users of ProVision now have the ability to select macros as a favorite and they will always show up outside of the folders on the top of their list of macros.
• Simply star the macros you use most.
• Using favorite macros now, users of ProVision can select which macros they most often use and have them saved outside of the folder underneath their favorites list. Still easily searchable with auto-completes. Favorite macros are an easier way for users to find the macro they use most.

Offered Business Name as a Site Display option when configuring Conversation and Project Views.

Made platform-user search match names with accented characters and apostrophes so concierge and automation lookups return the same people users see elsewhere.

Reworked searchable conversation indexing to build text incrementally for very large threads, improving stability and reducing noisy monitoring when reference counts are high.

Limited real-time message draft updates to the people who need them and continued tightening high-volume websocket traffic to reduce connection pressure during peak usage.

Simplified default escalation policy bundles in Sidekick and streamlined standard escalation rules across SLAs in the Escalation Manager.

Prevented recurring Signal notification jobs from crashing when a schedule contained malformed condition nodes; invalid nodes are skipped with logging instead of taking down the run.

Treated expected operational cases as non-errors in monitoring:

• Twilio task cancellations when the task is no longer cancellable
• Site merges blocked by an active subscription on the origin site
• Login code requests for emails with no matching user
• Invalid session tokens
• Missing partner context on recording sync paths now log or handle cleanly instead of filling error trackers.

Corrected invalid billing portal price configurations that could block customers from managing billing through the portal.

Added bulk attribute editing from custom views so you can select matching records, update attributes at scale, track progress, and undo recent changes where supported. Example use cases include applying site labels, changing assignees, and setting conversation status. This is currently in beta preview for select users.

Added public REST endpoints for integrators to fetch a single site and to retrieve conversation context aligned with in-product behavior. This is currently in beta preview for select users.

Improved snooze natural language so a partial time such as 8am prefers the next day instead of a date far in the future while you finish typing.

Renamed the Security Only service level customer label to Secure across billing, SLA sync, and site data while keeping internal identifiers stable.

Seeded Sidekick escalation policy defaults for urgent rules to include holiday and signature behaviors and refreshed the accompanying descriptions.

Showed escalation response deadlines in the partner timezone so agents see deadlines that match policy.

Restored Stripe customer billing portal link generation when the portal referenced an inactive price and tightened error signaling for misconfiguration.

Allowed clearing go-live, marketing live, and LitS onboarding dates in the Admin Panel without saving errors.