Changelog
Follow up on the latest improvements and updates.
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new
improved
fixed
Studió AI
AI Studio Form Submitted Workflow Trigger
📝
Summary
The new AI Studio Form Submitted trigger lets you start workflows when visitors submit connected forms on AI Studio websites. This provides a dedicated way to automate follow-up actions for AI Studio leads, such as sending notifications, emails, SMS messages, tags, or creating opportunities.
AI Studio form submissions will continue to work with the existing External Tracking functionality as well.
⚙️
How does it work?
Add theAI Studio Form Submitted trigger to a workflow.
When a visitor submits a connected AI Studio form, the workflow can start automatically.
Add the actions needed to follow up with the contact. The existingExternal Tracking script and trigger will continue to work alongside this new trigger.
📑
Important note
: How existing forms can use this triggerForms connected before this trigger was released need to refresh their tracking setup:
- Open the AI Studio project.
- Ask AI Studio:“Re-trigger form integration.”
- Connect the form to CRM tracking again.
- Publish the project.
- Submit a test form entry.
- Refresh the workflow builder and configure the trigger.
😎 Learn More : AI Studio Form Submitted Workflow Trigger
What's New
You've built a Conversations AI agent — but will it handle real customer chats the way you expect? Prompt Optimizer now works with Conversations AI, so you can find out before your customers do.
It generates realistic customer scenarios, runs real chat conversations against a cloned copy of your agent, evaluates the results, pinpoints what failed, and rewrites the prompt to perform better. Your production agent stays untouched until you review and apply the improved version.
How It Works
- Configure - Build Your Test Plan
- Auto-generated scenarios: AI creates contextual test scenarios based on your agent's prompt, language, knowledge base, appointment setup, and actions — each with a customer persona, opening message, expected behaviors, and priority level.
- Reuse past scenarios: Load scenarios from earlier runs instead of starting from scratch.
- Multi-language support: Scenarios, evaluations, and optimized prompts stay aligned to your agent's language.
- Usage visibility: See daily free messages used vs. remaining, plus a pre-run checklist before you start.
- Test - Real Chats, Real Actions
- Real conversations, not simulations: Prompt Optimizer sends actual customer-style messages and waits for your agent's real replies.
- Action tracking: See when the agent triggers Appointment Booking, Human Handover, Workflow Triggers, Bot Transfer, Stop Bot, Auto Follow-up, Contact Field Updates, and Knowledge Base Queries.
- Full transcripts with AI scoring: Every chat is evaluated against expected outcomes, with clear reasoning on what passed, what failed, and why.
- Runs in the background: Leave the screen and come back to completed results.
- Improve - AI-Guided Prompt Optimization
- One-click Improvise: AI analyzes failed chats, identifies root causes, generates an improved prompt, and tests it.
- Auto Optimize: Run multiple optimization attempts automatically until your target accuracy is reached.
- Prompt diff viewer: See exactly what changed before applying anything.
- Best Variation tag: The highest-accuracy prompt is highlighted, with full history of every attempt.
Safe by Design
- Testing runs against a cloned agent - your live agent is never modified until you click "Use Prompt."
- Temporary test contacts are created for each run and cleaned up automatically, keeping your CRM free of test data.
Good to Know
- AI evaluations can vary between runs - treat accuracy scores as directional guidance.
- Real actions (bookings, workflows, handovers) execute during testing, so use test calendars and workflows where appropriate.
- Long or stuck conversations time out automatically so runs always complete.
new
Social Planner
💬Threads Comment Management: Now Available in Social Planner
We’re bringing even more conversations into one unified inbox. ✨
With this update, Comment Management now supports Threads, allowing you to view, manage, and reply to Threads comments directly from Social Planner.
No more switching between platforms stay on top of your Threads conversations alongside all your other social engagement.
🚀 What’s new
- Manage Threads Comments in One Place
View and reply to Threads comments directly from Social Planner without leaving your workflow.
- Rich Reply Support
Respond to Threads comments using supported native capabilities, including:
- Text
- Images
- Emojis
- Location attachments
- Real-Time Comment Sync
Comments stay synchronized with Threads using webhook-based updates, ensuring you always see the latest conversations.
- Unified Engagement Inbox
Threads is now supported alongside:
- TikTok
- Communities
- Bluesky
Manage conversations across all supported platforms from a single inbox.
👷 How to use this feature
- Go to Marketing → Social Planner → Comment Management
- Select your Threads account
- Open the Comments tab
- View and reply to comments directly from the unified inbox
💡 Why it matters
- Manage Threads conversations without switching platforms
- Respond faster from a centralized inbox
- Maintain consistent engagement across multiple social channels
- Improve team productivity with a unified comment management experience
📝 Notes
- Existing Threads users must reconnect their account once to enable the additional permissions required for Comment Management
- Comments are synchronized for near real-time updates
- Rich replies support text, images, emojis, and location attachments based on Threads platform capabilities
new
Email Builder
Email AI – Smart Countdown Timer Creation and Suggestions
Email AI can now recognize when an email would benefit from a live Countdown Timer (CDT) and guide users through adding one during template creation or layout updates.
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What we did
Added Countdown Timer tools to Email AI to ensure it can assist and add a countdown timer to relevant emails.
👷
How does it work?
Email AI detects time-sensitive emails such as flash sales, product launches, webinars, and expiring offers and offers a timer only when the email is relevant to a deadline or the user explicitly requests one.
- Allows users to:
- Select an existing timer.
- Create a new timer.
• Collects the timer’s end date, style, and destination link when creating a new timer.
• Embeds the selected timer into the generated email.
• Added graceful fallback behavior if the timer prompt is skipped or times out.
💡
Benefits
- Makes time-sensitive campaigns easier to create.
- Helps users add urgency without manually configuring timer elements.
- Reuses existing timers when available.
- Avoids interrupting users with irrelevant suggestions.
- Produces more context-aware promotional emails.
new
Automations
App Marketplace
Integrations
Increased PIT Token Limit per Subaccount
Overview
We have increased the PIT token limit per subaccount to support more integrations and workflows.
Previously, each subaccount could create up to 5 PIT tokens. With this update, the limit has been increased to 20 PIT tokens per subaccount, giving users greater flexibility when managing API access.
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What’s improved
Increased the PIT token limit from 5 to 20 per subaccount
Enables more integrations to use dedicated PIT tokens
Provides greater flexibility when managing API access
How to access
- Go to the PIT token management section within the relevant subaccount.
- From there, you can:
- Create and manage up to 20 PIT tokens
- Review existing tokens
- Generate additional tokens as needed
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Why it matters
- Supports a larger number of integrations and workflows
- Reduces the need to reuse tokens across multiple services
- Makes API access management more scalable and flexible
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
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2 New Website Templates Published
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Health & Wellness - 1
Home Services - 1
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8 New Social Templates Published
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Health & Wellness - 2
Business Coaching and Consulting - 2
Creative - 2
Travel & Hospitality - 2
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2 New Facebook Ad Templates Published
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Finance - 1
Insurance - 1
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5 New Google Ad Templates Published
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Beauty & Fashion - Makeup Artist
Automotive - Auto Body Repair
Travel & Hospitality - B&B
Restaurant & Bar - Brewpub
Real Estate - Home Inspector
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5 New LinkedIn Ad Templates Published
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Insurance - Life Insurance
Business Coaching & Consulting - Lifestyle Coaching
Finance - Accounting Firm
Insurance - Home Insurance
Creative- Video Production & Editing
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1 New Workflow Templates Published
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Industry-Specific - Client Onboarding Workflow
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💥 1 Revamped Existing Template 💥
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This snapshot has been completely revamped with a modern website redesign, a matching high-converting funnel, updated forms, and professionally crafted email templates for a consistent customer journey. We've also optimized the pipeline, improved workflow organization with intuitive naming, refreshed the email automations, and added a brand-new Facebook Ad to help drive more qualified leads.
Home Services - Plumber
new
Funnels and Websites
SEO
Schema markup auto-generation on Website, Funnel & Webinar publish
Overview
We've added a new setting — Auto-generate schema — that automatically creates schema markup for any page published without it.
Previously, schema had to be added manually, one page at a time, in the editor. If you didn't get to it, the page went live with no structured data, giving up SEO and AI-search (AEO/GEO) visibility.
With this update, when the setting is on and you publish a page that has no schema
- AI generates schema markup for that page automatically, in the background
- Publishing is never delayed — generation runs in parallel and doesn't hold up the page going live
- Existing schema is never overwritten
- It runs on all page-specific publish path — Builder Publish, save-triggered publish, and version-history publish
- Available for Websites, Funnels, and Webinars
You'll find it under
Settings
, in the new SEO & AEO
section:- Auto-generate schema — "Automatically add schema markup to pages that don't have it when published."
Why this matters?
Schema markup powers rich results in Google and lets AI answer engines understand and cite your pages. Most users miss adding it. Auto-generation keeps structured data on every published page with zero manual effort, protecting your SEO/AEO/GEO footprint by default.
Impact on existing users
- No data loss. Existing schema is preserved and never overwritten.
- Assets created before this release: setting defaults to OFF — nothing changes unless you turn it on.
- Assets created on or after this release: setting defaults to ON — new pages published without schema get it automatically.
- Fully under your control — toggle it per Website / Funnel / Webinar, then Save.
Action required
None for existing assets — they keep their current behavior (OFF). If you'd prefer new assets not to auto-generate, switch the toggle off under Settings → SEO & AEO and hit Save.
new
Forms
Surveys
Quizzes
Save Progress - Forms, Surveys & Quizzes
Long forms just got a whole lot friendlier! 🎉 With the new Save Progress feature, respondents can safely leave a multi-step Form, Survey, or Quiz and return later to continue where they left off. Simply enable the feature with a toggle, and we'll take care of the rest.
✨ What's New
A new Save exit confirmation toggle is now available in the Settings tab for:
- Forms
- Surveys
- Quizzes
When enabled, respondents' progress is automatically saved if they leave before submitting, allowing them to seamlessly resume their submission later.
🌟 Key Highlights
- Automatically saves progress for multi-step Forms, Surveys, and Quizzes
- Easily enable or disable the feature using the Save exit confirmation toggle
- Respondents can return later and continue where they left off
- A resume modal allows respondents to choose between continuing or starting over
- The Resume Progress modal automatically matches your Form, Survey, or Quiz branding:
- CTA button color inherits the configured footer color
- Text font matches the configured label font
- Fully supported across desktop and mobile experiences
⚙️ How It Works
- Open the Settings tab for your Form, Survey, or Quiz.
- Enable the Save exit confirmation toggle
- Respondents begin filling out a multi-step Form, Survey, or Quiz.
- If they close the browser, refresh the page, or navigate away before submitting, their progress is automatically saved.
- When they return to the same Form, Survey, or Quiz, a Resume Progress modal appears, allowing them to:
- Continue from where they left off, or
- Start Over with a new submission
📋 Notes
- Save Progress is available for multi-step Forms, Surveys, and Quizzes.
- The feature is controlled using the Save exit confirmation toggle in the Settings tab.
- Progress is automatically saved only when the feature is enabled.
- The Resume Progress modal is automatically styled to match your Form, Survey, or Quiz branding.
- Existing Forms, Surveys, and Quizzes remain unchanged until the feature is explicitly enabled.
You can now use the new Associate Records workflow action to automatically associate records across your CRM based on matching field values.
The action works across Contacts, Companies, Opportunities, and Custom Objects, depending on the workflow type and the associations configured in your sub-account.
What's New
With the Associate Records action, you can:
- Find records using one or more field-based filters
- Use merge fields from the enrolled record as filter values
- Associate the earliest created, latest created, or all matching records
- Apply an existing association label
- Create associations between different objects
How It Works
- Add the Associate Records action to a Contact, Company, or Custom Object workflow.
- Select the object containing the records you want to associate.
- Add filters to identify the matching records.
- Choose how multiple matches should be handled.
- Select an association label, when required.
- Save and publish the workflow.
When multiple filters are added, a record must meet every condition to qualify.
Example
A real estate agency can automatically associate a buyer with Property records that match their preferred city, property type, and number of bedrooms.
This helps teams create and maintain associations without manually associating records one at a time.
Why It Matters
Associate Records helps businesses:
- Reduce manual record association
- Maintain accurate associations across CRM records
- Build workflows that act across associated records
- Automate processes across standard and Custom Objects
Availability
Associate Records is currently available through Labs. To enable it, go to:
Settings → Labs → Associate Records - Workflow Action
Learn more:
Help articlenew
Certificates
Separate email templates for Badges
Overview
We’re rolling out separate email templates for Welcome Badge vs Badge, so enrollment-triggered welcome badge emails can be customized independently from other badge-issued emails.
Key highlights:
- New Welcome Badge Issued notification type, separate from Badge Issued
- Dedicated email template support for welcome badge emails in Client Portal email settings
Why this matters:
- Customize welcome-badge messaging without affecting other badge emails
- Clearer settings for Certificate vs Badge email types
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Getting started:
- Open Client Portal → Email Settings
- Find Welcome Badge Issued alongside Badge Issued and Certificate Issued
- Edit the welcome badge email template and mute settings as needed
- Enrollment-triggered welcome badges will use the Welcome Badge Issued path automatically
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