ProVision
New features, improvements and fixes in ProVision, the platform behind OneVision support.
Added conversation summary hover preview in conversations list for quick context
Upgraded Twilio Flex UI to version 2.15.1 with critical token refresh fix
Migrated SMS/Conversations channel from Studio Flow to dedicated workflow
Added logging for deduplicated Twilio tasks to track frequency
Fixed conversation summary not being included in merge messages
Added delete options for recurring Signal events (delete only this occurrence or all future occurrences)
Added site links to Subscriptions report for quick navigation
Added notifications for subscription created, phase changes, and pre-sold payment method needed
Improved urgency level icons with color-coded visuals for better user experience
Improved keyboard navigation for form entry when creating conversations, sites, and clients
Applied support policy condition filtering to Site Summary
Fixed dark mode policies skeleton color issue
Fixed contactCategory validation error in proposals list
Fixed missing rule name in activity feed for Scheduled Conversation Check executions
Introducing a major upgrade to our D-Tools Cloud integration — users can now import client, site, and project data into ProVision with a few quick clicks. Check out the short video below from our Director of Product, Jason Griffing, highlighting how it works!
Migrated conversation summaries to use dedicated prompt ID instead of partner settings for better prompt management
Fixed E+ pricing not displaying in membership tab for partners on the new Activation Flow
Added folder organization for macros and moved macro management into the Quick Actions modal (cmd+k) for easier access and better organization.
Sidekick now shows applicable support policies when viewing a site directly, not just from conversation context.
Enabled Holiday Manager settings page for mobile devices.
Added "Go to Site" action to Subscriptions report for quick navigation to site pages.
Fixed email processing errors when SES emails include "undisclosed-recipients" in destination.
Fixed office phone field in Company Info settings incorrectly saving to support phone field.
Added first name and last name as separate display options for client-based custom views, giving users more flexibility in how client names appear in tables.
Added site labels as a display column option for site-based custom views, rendered as colored chips based on label group.
Updated D-Tools integration branding to "D-Tools Cloud" across all UI references.
Improved callback/voicemail handling to reuse existing conversation when client calls back while agent is processing their voicemail or callback request.
Fixed pre-sold membership toggle not appearing in Add Project modal for partners with subscription management enabled.
Fixed CC removal not persisting when composing public emails.
Added native Stripe connected account settings page, replacing the legacy iframe integration
Added automatic deduplication of callback and voicemail tasks when clients call multiple times
Updated "D-Tools" branding to "D-Tools Cloud" across the integrations UI
Fixed Memberships settings not visible to non-billing users
Fixed caller identification incorrectly showing "unknown" for merged clients
Fixed false positive workflow errors in our Voice IVR
Added D-Tools Cloud integration with secure authentication for importing proposals to enrich site documentation. See more details here.
Added warning in Holiday Manager when scheduling holidays after 3 PM to alert users that conversations may already have next-business-day follow-up expectations.
Improved Twilio task handling by deduplicating repeated callback and voicemail requests from the same caller, reducing queue congestion during high-volume periods.
Fixed caller identification for Twilio conversations when client entity has invalid ID from merged clients.
Fixed false positive "Conversation not found" error in Voice IVR workflow execution.
