Changelog
Follow up on the latest improvements and updates.
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You can now delete options from Dropdown, Multi-select, Radio, and Checkbox fields for Custom Objects and Companies, bringing the same capability already available for Contact and Opportunity fields.
If an option is already used, existing records keep the value while the option is removed from future selection.
What’s New?
- Delete unused options permanently
- Remove used options from future selection without losing existing record data
- See how many records use an option before deleting it
- Existing filters, Smart Lists, and workflows continue to work
Why This Matters
You can clean up outdated or incorrect field options without breaking historical data or existing automation.
How to Use
- Go to Settings → Custom Fields
- Open a Custom Object or Company field
- Delete the required option
- Review the affected-record count, if applicable
- Confirm deletion
Pro Tips
- Used options remain visible on existing records
- Deleted options cannot be selected for new records, filters, or workflow conditions
- Contact and Opportunity fields already support deleting options
new
Snapshot
Custom Objects
Companies
Company & Custom Object Smart Lists Now Supported in Snapshots
Agencies can now include Company and Custom Object Smart Lists in Account Snapshots and reuse the same segments across multiple sub-accounts.
Instead of rebuilding filters and Smart Lists for every client, agencies can configure their CRM segmentation once and deploy it as part of a reusable Snapshot.
What’s New?
- Add Company Smart Lists to Snapshots
- Add Custom Object Smart Lists to Snapshots
- Reuse Smart List setups across destination sub-accounts
- Refresh existing Snapshots to include newly created Smart Lists
Why This Matters
Smart Lists are often the starting point for how agencies organize and act on CRM data.
For example, you might create Smart Lists for:
- Companies in a specific industry or account tier
- Properties in a particular city or price range
- Policies approaching renewal
- Memberships nearing expiry
- Any Custom Object segment relevant to your business
With Snapshot support, these segments can now be standardized and reused across client accounts, making onboarding and CRM setup significantly faster.
How to Use
- Go to Agency View → Account Snapshots
- Create a new Snapshot or refresh an existing one
- Select the required Company Smart Lists and Custom Object Smart Lists
- Include the relevant objects and fields used by those Smart Lists
- Load or push the Snapshot to the destination sub-account
Pro Tips
- Test your Smart Lists in the source sub-account before adding them to a Snapshot
- Include the underlying object and field configuration used by the Smart List
- Review the destination sub-account after loading the Snapshot
Learn more
: Help docnew
Phone System
Mexico Fixed-Line SMS Deprecation : In-App Status Pill
Due to an upstream carrier migration, SMS is no longer supported on Mexico local phone numbers. To make this clear, we've added a status indicator directly in the Phone Numbers table.
What's New
"SMS not supported" status pill on Mexico local numbers ":
- Under Manage Numbers >> Phone Numbers, any Mexico local number now shows an "SMS unavailable" pill alongside its existing status pills, so admins can see at a glance which numbers lost SMS capability.
- This applies to both existing and newly purchased Mexico local numbers.
- Improved multi-pill layout : When a number carries more than two status pills, they now wrap within the column instead of breaking the table layout.
How to find :
- Go to Settings >> Phone Numbers >> Manage Numbers >> Phone Numbers tab.
- If you have a Mexico local number, you'll see the "SMS not supported" pill with a tooltip for more context.
- Voice (and WhatsApp, where applicable) continues to work as normal.
- The buying journey for phone numbers remain unchanged and the numbers which are affected because of this carrier side dependency will show up with capability other than SMS . Please ensure that you make your number purchases accordingly
No setup is required ,the pill appears automatically for affected numbers.
Please feel free to reach out to our support teams in case of any queries.
new
Ad Manager
Meta Campaign Budget Optimizer in Ad Manager
🚀 Summary of the release
We’ve enhanced
Meta campaign budgeting in Ad Manager
, giving advertisers more control over where their campaign budget is managed and how Meta can optimize spend across ad sets.Users can now choose between a
Campaign budget
and an Ad set budget
, enable Meta’s budget sharing across ad sets
, and manage supported budget and bid strategy settings directly within the campaign builder.👀 What’s New?
- Choose where your budget is controlled
- Campaign budget– Set one budget for the campaign and let Meta distribute it across ad sets automatically.
- Ad set budget– Define and manage budgets individually for each ad set.
- Share budget across ad sets
- When using Ad set budget, users can enable“Share up to 20% of your budget with other ad sets.”
- Meta can shift a portion of budget between eligible ad sets based on performance.
- Individual ad set budgets remain configurable while budget sharing is enabled.
- Daily and Lifetime budgets
- Campaigns support both DailyandLifetimebudget types.
- When budgeting is managed at the ad set level, the budget and applicable schedule are configured for each ad set.
- Bid strategy controls
- Choose between supported strategies such as: Highest volumeandCost per result goal
- When Cost per result goalis selected, the target cost is configured at the ad set level.
- Post-publish budget management
- Budget setup can be updated after a campaign is published.
- Users can move between Campaign budgetandAd set budget, with the required budgets provided for the applicable ad sets.
- Meta may temporarily restrict additional budget-setting changes after an update, based on Meta’s own rules.
- Contextual guidance
- The campaign builder now explains how campaign and ad set budgets work.
- When budget sharing is enabled, users are informed that Meta may redistribute up to 20% of an ad set’s budget across other eligible ad sets.
👷 How to Use?
- Go to Ad Managerand create or edit a Meta campaign.
- Under Budget, choose:Campaign budget or Ad set budget.
- If Ad set budgetis selected, optionally enableShare up to 20% of your budget with other ad sets.
- Configure the applicable Daily or Lifetime budget.
- Select the required Bid strategy.
- If using Ad set budget, open each ad set to configure its individual budget, schedule, and applicable cost per result goal.
- Review the campaign and publish.
⭐ Why It Matters
- Previously, Meta campaign budgeting options in Ad Manager were more limited. This enhancement gives advertisers greater flexibility to decide whether Meta should optimize spend across the whole campaign or whether budgets should remain controlled at the individual ad set level.
- With optional ad set budget sharing, advertisers can retain ad set-level control while still allowing Meta to dynamically shift a portion of spend toward better-performing opportunities.
📝 Notes
- Budget-sharing availability and post-publish changes remain subject to Meta’s own eligibility and editing restrictions.
- The exact behavior of budget sharing can depend on the campaign and ad set configuration.
- Budget and schedule controls are shown at the appropriate campaign or ad set level based on the selected budget setup.
Businesses can now design their own invoice layouts with the new Layout AI Builder. Describe the invoice layout you want, and AI builds it for you. Then fine-tune any element in a visual builder and apply the layout to the invoices your customers see. You get full control over how your invoices look, without writing code or relying on one fixed template.
🚀
Create and Edit Invoice Layouts with AI
- Generate a layout with AI - Give the builder a prompt describing the invoice you want. For example: "A clean two-column invoice with my logo top-left, an itemized table in the center, and payment terms and bank details at the bottom." See what it builds from that alone.
- Recreate an invoice you already use - Upload or describe your current invoice layout and let AI rebuild it, instead of starting from a blank template.
- Fine-tune the result, your way - You're not locked into the first result. Keep asking Layout AI for further changes, or open the layout in the container to manually adjust style and content, and add, remove, align, or delete elements directly.
- Every AI change saves a restore point, so you can go back to any earlier version from the chat. You can also undo changes from the toolbar.
- Rate AI responses with a thumbs up or thumbs down to help improve results.
- Publish is available once the layout has content. Publishing takes you back to the Layouts list, where the layout shows its new published version.
🧰
Manage All Your Layouts in One Place
- Build separate layouts for different clients, services, or business needs, then check your layouts list. Try previewing, downloading, cloning, or deleting a layout from there.
- Switch between grid and list views.
- Search layouts by name, and sort by name or last updated date.
- Preview any layout without leaving the list.
- Rename, clone, or delete a layout from its ⋮ menu.
- View history shows who created, edited, published, or copied each layout, and when.
🛠️
How do layouts work with Invoices
- Pick a published layout for any invoice, and your customer sees that design on the invoice preview.
- The layout locks once an invoice is sent or partially paid.
- If a layout is deleted, invoices that were already sent keep showing the original design.
- Draft invoices that used a deleted layout switch to the default layout.
🔍
Where Can I Find This?
- Go to Payments, then Invoices & Estimates dropdown. You'll find the Layout AI Builder under Layouts.
- Generate a layout with AI
- Once you create and publish a layout, you can select it when creating invoices.
🧭
How to Activate:
- Go to Settings → Labs → Sub-Account.
- Search for AI-Powered Custom Invoice Layouts.
- Click Activate Feature.
- Turn on access for sub-accounts one at a time, or turn it on for all of them at once.
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
🚀
1 New Website Templates Published
🚀------------------------------------------------------
Business, Coaching & Consulting - 1
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🚀
1 New Funnel Templates Published
🚀------------------------------------------------------
Other - 1
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🚀
8 New Social Templates Published
🚀-----------------------------------------------------
Creative - 2
Real Estate - 2
Travel & Hospitality - 2
Other - 2
-----------------------------------------------------
🚀
2 New Facebook Ad Templates Published
🚀-----------------------------------------------------
Business Coaching & Consulting - Professional Business Coach
Marketing Agency - Executive Event Marketing
-----------------------------------------------------
🚀
5 New Google Ad Templates Published
🚀-----------------------------------------------------
Beauty & Fashion - Cosmetic Skin Clinic
Automotive - Car Rental Agency
Travel & Hospitality - Campground
Restaurant & Bar - Caterer
Real Estate - Home Staging
-----------------------------------------------------
🚀
7 New LinkedIn Ad Templates Published
🚀-----------------------------------------------------
Creative - Creative Arts Studio
Creative - Dance Company
Finance - Accounting Support Specialist
Finance - Financial Remediation Services
Marketing Agency - CRM Software
Medical - Family Practice Physician
Medical - Physiotherapy Practice
------------------------------------------------------
📣
1 New Snapshot
📣------------------------------------------------------
Beauty & Fashion - Hair Salon
new
Mobile App
Ask AI
Ask AI Voice - Mobile App
Talk to Ask AI instead of typing. Tap the mic, speak, and the assistant answers out loud — it listens while it talks, so you can interrupt it mid-sentence like a real conversation.
🤔 The Challenge
Ask AI on mobile was typing-only. On a phone, in a car, between appointments — typing a long prompt is the slowest possible way to ask a question. Web already had voice; mobile didn't, so the one place you'd most want to just talk was the one place you couldn't.
✨ Solution
Full two-way voice on Ask AI, at parity with the web experience — your speech streams up live, the assistant's reply streams back as audio, and everything lands in the same chat you already know.
❓ What all can be done
- Tap the mic and talk: your words appear as a bubble while you're still speaking, then settle into the final transcript with a duration label.
- Hear the answer: the assistant replies out loud through your speaker or headset, with the text highlighting in time with the voice so you can read along.
- Interrupt anytime: start talking while the assistant is speaking and it stops immediately and listens to you — no waiting for it to finish.
- Answer its questions by tap: when the assistant shows a question or approval card, the mic pauses on its own, then picks back up once you've answered.
- Keep going through bad signal: a dropped connection shows a "reconnecting…" pill and resumes the same conversation instead of starting over.
- Minimise and come back: close the Ask AI sheet mid-conversation and the floating button shows voice is still live — tap it to jump right back in.
- Talk hands-free over a headset: AirPods and Bluetooth headsets are used automatically, with echo cancellation so the assistant never hears itself.
⭐ What you get out of it
- Ask in five seconds what used to take a paragraph of thumb-typing.
- A real back-and-forth — interrupt, redirect, follow up — instead of one-shot prompts.
- Works on the move: hands-free over a headset, with calls, Siri and backgrounding handled cleanly so nothing is left recording.
- Same conversation, same history: voice and typed messages live in one thread — switch between them whenever it suits you.
🛠️ How to get started?
- Open Ask AI, tap the mic on the message bar, and allow microphone access the first time.
- Speak your question — watch it transcribe live, then listen to the reply.
new
Reporting
Dashboard
Configure and filter your general widgets in sub-account dashboards
👀 What's New?
General Widgets on your sub-account dashboard are now editable — configure what data each widget shows by adding permanent filter conditions and setting custom date ranges. Also compare performance across periods, rename widgets, apply themes, and duplicate them.
- New Conditions tab lets you permanently filter any general widget by assigned user, tags, source, lead value, custom fields, and attribution — filters persist every time the dashboard is opened
- Date range override lets you lock a widget to a specific time period, independent of the dashboard-level date filter
- Date property and date range are now shown explicitly on each widget face so you always know what time period you are looking at
- Comparison mode lets you see current period vs last year or last period directly on the widget
👷 How It Works:
- Go to Dashboard and click Edit dashboard (top right)
- Hover over any general widget and click the three-dot menu (⋮) → select Edit
- In the Configure tab — edit the widget title and set a date range override under Advanced Settings
- In the Conditions tab — add permanent data filters by selecting a field, operator, and value
- In the Themes tab — apply a visual theme to match your branding
- Click Save — your configuration persists every time the dashboard opens
🌟 Why It Matters:
- Your dashboard, your data— stop seeing everyone's numbers every time you open the dashboard. Set Assigned user = Logged in user once, and every team member automatically sees only their own performance.
- Trusted numbers— the widget face now shows exactly which date property and date range it is calculating on, so two similar widgets showing different numbers no longer create confusion.
- Client-ready dashboards— rename widgets to client-friendly language, apply a matching theme, and duplicate widgets per segment. Turn a generic dashboard into one that feels built specifically for your client.
- Permanent segmentation without rebuilding— use custom fields, tags, or source conditions to permanently scope a widget to a specific segment. No more manual filtering every session.
- Year-over-year visibility— lock a widget to This Year with comparison vs Last Year. Every time your client opens the dashboard, they see their growth story at a glance.
⏭️ What's Next?
- Configure what's shown in Funnel and Manual Actions widgets
- Dashboard Quick Filter support for general widgets
📝 Notes:
- Pipeline is available as a runtime filter on the widget face and is not included in Conditions.
- Condition fields available vary by widget type and the module it belongs to (Opportunities, Email, Contacts, etc.).
- General widgets do not currently respond to dashboard-level Quick Filters.
- Full guide and use cases: Configure and Filter General Widgets
Overview
OpenAI's newest models, GPT-6 Sol and GPT-6 Luna, are now available in the AI Agent action and the GPT action in Workflows. They replace the GPT-5.6 models, with more accurate outputs, cleaner responses, and pricing that is 50 percent lower.
What's New
GPT-6 Sol:
The model for complex work. It is built for multi-step agent tasks, business workflows that span multiple apps, and decisions that need careful reasoning. GPT-6 Sol makes roughly half as many factual mistakes as GPT-5.6 Sol.GPT-6 Luna:
The fast, efficient model for high-volume tasks such as classification, summaries, tagging, and quick replies. At higher effort settings, GPT-6 Luna matches GPT-5.6 Sol on factual accuracy at a fraction of the cost.Model Selection:
Both models appear in the Model dropdown of the AI Agent action and the GPT action.
How to Use
- Add or open an AI Agent action or a GPT action in your workflow.
- Open the Model dropdown.
- Select GPT-6 Sol for complex tasks or GPT-6 Luna for fast, high-volume tasks.
- Save and publish your workflow.
Why This Matters
More reliable automations:
Fewer factual mistakes mean fewer bad outputs flowing into downstream steps, such as a wrong tag, a misrouted contact, or an inaccurate reply.Better results on real business workflows:
On OpenAI's benchmarks for end-to-end workflows across sales, marketing, support, and operations, both models outperform their GPT-5.6 predecessors. GPT-6 Luna delivers better results at up to 58 percent lower cost per task.Cleaner outputs:
Responses are clearer and tighter, with less jargon and no loss of substance, so generated content needs less cleanup before it reaches customers.AI at lower cost:
Both models cost half of what GPT-5.6 Sol and Luna did, which makes it practical to run AI steps across more workflows and at higher volumes.new
Communities
Content Moderation in Communities
Community admins now get an automatic first line of defense against spam and rule-breaking content. Posts and comments that match flagged keywords are held for review before they ever go live.
What's New?
🔍 Keyword & Phrase Flagging
Set the words, phrases, or domains you don't want in your community. Any post or comment that matches a flagged keyword is automatically held back from the feed and sent to admins for review. Matching is case-insensitive - phrases are recommended over single words for precision.
A Suggested starter pack of common spam and scam phrases is included to help admins get started with one click. A "Try your rules" tool lets admins paste sample text to test whether it would be held, before anything goes live.
👀 Reviewer Screen
Flagged content lands in the Needs review tab. Admins can see exactly which keyword triggered the flag, preview the full post, and Approve & publish or Remove it in one click. Flagged content stays invisible to the rest of the community until an admin gives it the green light.
🚩 Reported by Members
Member-reported posts and comments now surface in their own Reported by members tab. Admins can see who reported the content, review the full thread, and choose to Keep or Remove it.
👤 Author Visibility
Authors still see their own pending post on their timeline with a clear "In review" status - full transparency, zero confusion. The post remains hidden from everyone else until approved.
🔔 Instant Notifications
Admins are notified via email, in-app, and push alerts the moment something is flagged - so nothing slips through unnoticed.
👑 Admins Post Freely
Content from admins and owners is never held up for review. Moderation rules apply only to member-generated content.
⚙️ How It Works
- Navigate to Settings → Content Moderation.
- In the Keywords tab, add your own flagged words/phrases or click Add starter pack to load common spam phrases.
- Optionally, use the "Try your rules" tool to test sample text against your keywords.
- When a matching post or comment is submitted, it's automatically held and appears in the Needs review tab.
- Review, then Approve & publish or Remove.
- Member-reported content surfaces separately under Reported by members.
🔧 Also Improved: Post & Comment Search
🔎 Smarter Search Results
Search now handles typos, different phrasing, synonyms, and non-English or accented text - so members find the right post even when they don't type it exactly.
Results now rank by relevance instead of newest-first, so the best matches show up at the top.
💡 Why This Matters
Growing communities can't be moderated post-by-post forever. Content Moderation gives admins a scalable, automated way to enforce community guidelines from day one — holding problematic content before it reaches the feed, rather than cleaning up after.
📝 Notes
- Keyword matching is case-insensitive. Phrases are recommended over single words for precision.
- Flagged content is hidden from all members except the author (who sees an "In review" status).
- Admin and owner content is never held for review.
- AI-powered spam detection is coming soon on this same foundation.
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