Changelog

Added Signal incidents to the conversation timeline so on-call escalations show in context. Users can now resolve a Signal Incident from a conversation without a need of sending an internal node. Simply click “Resolve” to resolve the incident!

Improved Sidekick escalation rules: Security Only is available in the service level autocomplete when building support policies.

Added custom membership checkout links on the site Membership tab. Generate a checkout URL with custom price points or reactivate members who already have a payment method on file (for example seasonal memberships).

• When to use it: present only the plan you selected at checkout for a simpler signup when the plan is already agreed; use custom pricing when standard list pricing does not fit the engagement (for example higher-touch service levels or lower-scope properties).

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Added the ability to download a conversation as a PDF from the conversation quick actions menu. The PDF uses the same structured content as copy-as-Markdown with a sensible filename for sharing.

Added bulk copy of conversation context as Markdown from Quick Actions, so you can grab several threads at once for use in external tools.

Added notifications when a subscription becomes past due, with channel preferences consistent with other subscription alerts, so billing and success teams can follow up before unpaid or canceled states.

Activation Flow checkout uses your brand colors from flow configuration (or brand fallbacks) on the checkout page.

Backend error reporting is consolidated so issues are easier to triage and no longer compete with customer-facing API traffic.

In Sidekick, support policy escalation service level autocomplete now includes Security Only.

Added an admin Create partner flow from the partner selector, with a single backend step that provisions the partner, default brands, business hours, and related records.

Added an Attachments section on the conversation side panel so you can browse every file on a thread in one place, open files in a new tab, and keep your expand or collapse preference across conversations.

Macros: managing folders no longer surfaces other partners' folders; the list stays scoped to your partner.

Improved the Choose your plan experience: fewer dead-ends on refresh, clearer support and setup CTAs, and better behavior when no plans are available.

Upgraded the Stripe integration to a current API version to align with modern subscription, invoice, and checkout behavior.

Subscriptions that enter Stripe’s past-due state while collection is retried are no longer incorrectly marked as cancelled in ProVision.

Generate custom membership checkout links with flexible pricing and billing intervals directly from the site Memberships panel.

Partner data export now includes client, site, and project information alongside conversation data.

Security Only service level now displays with a unique color across the platform, making it visually distinct from Priority.

Upgraded AI tools to use GPT-5.4-mini

Fixed linked conversations for other partners not opening correctly in isolation mode; cross-partner links now open in a new browser tab.

Fixed Day 1 submission failing when a pre-sold membership product ID was empty.

Fixed D-Tools and Portal.io project imports creating projects in Proposal stage instead of Active Project.

Added a Create partner flow in the partner picker (gated by permission), including partner details and brands.

Added Stripe SLA sync so subscription line quantities can stay aligned with SLA and seat counts (on-demand and scheduled).

Made Security Only a first-class service level in the platform and show Security Only correctly in custom views and tables, not only the side panel.

Upgraded IVR text-to-speech to a more natural Google Chirp3-HD voice with a single shared voice setting.

Improved live call transcription processing on the backend (storage, routing, and real-time delivery).

Fixed transcript handling in submit-data so attachment transcripts no longer create orphaned transcription records.

Subscriptions report client name now prefers the primary client when Stripe’s customer label is site- or address-style.

Added Partner Group as a conditional filter on Sidekick support policies.

Added email notifications when an email campaign needs approval, sent to platform users in groups with the new approval rule; to start this will send approval emails to admin users.

Voicemail and outbound call recordings are transcribed and attached to conversations so Sidekick can use them like live inbound call transcripts.

Added Client Segment filter to project custom views, consistent with Sites and Conversations.

Holiday Manager is now viewable by all users; only admins can create, edit, or delete holiday schedules.

D-Tools project imports now trigger real-time UI updates so the project and client data appear immediately after import.

AI writing assistant now uses GPT 5.4-Mini, producing better and faster responses.

When conversations are merged, call transcript associations are moved to the merged conversation and remain accessible.

Sidekick includes finished call transcripts in context and limits segment volume for better responses.

Copy activation configuration from one client segment to another from the ellipsis menu in the activation config UI.

Workflow version management in the Portal: create draft versions, activate or deactivate versions, and soft delete versions from Settings > Workflows.

Email campaign approval notifications can be sent by email (in addition to or instead of Slack) to users in groups with the appropriate access rule.

Sidekick no longer gets stuck on an infinite loader that blocked sending new messages during live transcription.

Requester and TO field stay in sync when switching from internal note to public reply after changing the requester.

Deleting a conversation with call transcription links no longer causes referential errors.

Pre-sold membership partner invoice items now receive the correct tax code instead of Stripe's default.