Changelog

Added Nice/Elan as a camera system brand option in Site Documentation.

Existing customers can now choose saved payment methods when using Stripe Checkout for subscriptions.

Conversations reply and internal notes inputs are fixed on mobile so you no longer need to scroll horizontally.

Snooze now allows dates beyond one year, and backend validation errors are shown in the UI instead of a generic message.

Recurring on-call escalation notifications now correctly notify the scheduled agent and send Twilio messages or calls; duplicate Slack alerts for the same escalation were reduced.

Stripe Checkout no longer errors in setup mode when creating sessions; saved payment method options are omitted for setup and included for subscription mode.

@mention dropdown now groups users by assignment group (e.g. Basic Support, Member Services) so agents can quickly find the right team member.

Conversations on mobile: reply and internal note inputs stay in view without horizontal scrolling; content fits the screen width.

@mention autocomplete now matches full names with spaces (e.g. @First Last).

Inbound emails now match clients for auto-assignment regardless of email capitalization.

Creating or updating a site with an address that already exists now shows a clear message instead of a technical error.

Sidekick policies filtered by Site Label or Service Level now show as Applicable when viewing a site.

Membership preview is now blocked when Stripe is not configured for a partner, with a clear message and link to Stripe settings instead of opaque errors.

Data Import integration cards in Settings now stack on smaller screens instead of squishing.

Membership plan options (E+, Priority, Proactive, Signature) now appear in a consistent order in both Client Gateway and Portal Settings preview.

Fixed inability to delete a membership feature when it is still referenced by an active membership; the UI now prevents or handles this case.

Fixed Partner tab Memberships list showing features that are not enabled for a plan; only enabled features for each plan are shown.

Fixed notification failures when a conversation is merged or closed; status-change notifications no longer error when the conversation has been soft-deleted.

You can now view the Signal on-call schedule from mobile with day and agenda views.

Added IQ Fiber as a selectable internet provider option in site documentation.

When a site on a complimentary membership adds a payment method in the Client Activation Flow, the subscription now continues after trial ends instead of cancelling.

Conversation summaries now update nightly in the background for better reliability.

Slack subscription notifications now show the billing interval (e.g. 1-month, 10-months) so amounts are not misleading for pre-sold subscriptions.

Fixed duplicate membership features showing in the Partner tab memberships list.

You can now preview the memberships and how they look in the Activation Flow via Settings > Memberships. This allows users with access to preview any changes to the portal before saving. See how billing, features, and service level will look without committing changes; helpful when editing config or comparing options. Users can also preview color changes via the Style tab.

Groundwork for Real-time transcription is available behind a feature-flag.

D-Tools now shows client segment and brand from opportunities.

Improved reliability of core data operations.

Fixed membership features not showing when monthly billing was turned off.

Fixed service level not displaying in the side panel for trialing CPP subscriptions.

Added sticky day header in chat messages (Slack-like TODAY/YESTERDAY pin)

Added day view to Signal schedule calendar for partners with many locations

Added bulk copy for URLs and conversation IDs (Cmd+K on selected rows)

Added email failure reason in dispatch status tooltip (Sendgrid failure data in custom attributes)

Fixed failed-to-parse AI response in generateConversationSummary

Added SLA-based email routing to send emails to different assignee groups based on client service level

Fixed macro insertion when editor has existing content

Fixed Signal daylight saving time issue for recurring schedules

Fixed database connection timeouts in scheduled conversation checks

Added notifications for subscription product changes (upgrades and downgrades)

Added pagination for Signal oncall schedules list to improve performance

Fixed dark mode policies skeleton color issue