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.

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Real Estate - 1

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Other - 2

Medical - 2

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Other - 1

Insurance - 1

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Home Services - Bathroom Remodel Contractor

Health & Wellness - Health Club

Finance - Accounting Bookkeeper

Creative - Mobile DJ

Business Coaching & Consulting - Personal Development Coach

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Creative - 1

Real Estate - 1

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Lead Generation & Nurturing - Facebook Lead Ad Auto-Responder

Industry-Specific - Property Inquiry Follow-Up

Industry-Specific - Home Valuation Funnel

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Restaurant & Bar - Donut Shop

AI Builder now follows targeted-edit instructions with far greater precision. Name the actions or triggers you want changed and it updates exactly those, leaving everything else untouched. It can also apply the same change across many actions in a single instruction, so bulk edits that once meant opening each action by hand now happen in one pass.

Editing effort no longer scales with workflow size. On long, complex workflows, the bottleneck has always been the manual, action-by-action grind—and that's exactly what a single scoped instruction removes, so the largest automations see the biggest gains. Just as important, reliable scoping is what makes AI-driven bulk editing safe to trust at scale: changes apply only to the set you name, with no spillover into actions you didn't touch.

Channel Management changes how AI bots are assigned to your conversation channels. Instead

of relying on a single "Primary Bot," any bot can now be assigned directly to specific

channels and respond independently.

Email, Facebook, Instagram, WhatsApp, Live Chat, Web Chat).

for example, send VIP-tagged contacts to one bot and everyone else to another.

"Facebook + VIP tag" overrides a general "Facebook" assignment).

tag configuration.

Migration runs automatically once the flag is on — you don't need to recreate your bots.

to the channels it already supports, so it keeps responding exactly as before.

channels using the new channel assignment controls.

Previously, if a bot was assigned to a contact but had that channel disabled, it wouldn't

reply. Now that per-bot supported channels are deprecated, an assigned bot will reply as

long as it's in autopilot mode, while still honoring all other settings (such as sleep

time).

Previously, the first bot you created for a sub-account was automatically made the

location's . That concept is deprecated — there's no automatic primary

anymore. To get a bot to reply, you simply you want it to handle.

identifier.

accounts by default.

connected account can be handled by a different bot.

What happens to a loaded snapshot depends on when the original bots were set up:

Bot keeps responding automatically — it's assigned its supported channels for you on the

first incoming message, no manual setup needed.

assignments. before it will

respond.

they match how you want conversations routed.

split traffic (for example, VIPs to one bot, everyone else to another).

now — the workflow-assigned bot responds for that contact across any

channel, without a separate channel assignment.

without a pre-set channel assignment for that conversation.

configured duration (when enabled), no matter which bot is handling the contact.

Channel Management controls.

If a bot isn't responding as expected after enabling the flag, confirm the bot is assigned

to the correct channel (and account, for Facebook/Instagram) and that its tag filters match

the contact.

We've redesigned the Prospect AI experience to give you better visibility into what your AI sales agents are doing, what they've found, and what's happening behind the scenes.

Managing multiple AI agents is now easier than ever.

Your AI agents now provide more useful information at a glance. Each agent card now shows:

Clicking an AI agent no longer takes you straight into edit mode. Instead, you'll now land on the agent's own workspace with two dedicated views:

From here, you can review your agent's performance before making changes.

For the first time, Prospect AI now explains what your AI agent has been doing. Now review:

If no prospects are found, Prospect AI now tells you why and suggests improvements such as:

Instead of wondering why nothing happened, you'll now receive actionable recommendations.

The Prospect AI dashboard now includes quick insights across all your agents. See at a glance:

We've also added a search bar so you can quickly find and manage specific agents as your AI team grows.

Prospect AI now integrates directly with your CRM pipelines. When configuring an agent, you can choose:

Every newly discovered prospect can now be automatically added to your CRM pipeline, making it immediately ready for review, automation, and outreach.

This eliminates manual movement between Prospecting and your sales pipeline.

Prospect AI is becoming much more than an automated lead finder. With better visibility, execution history, smarter recommendations, and native CRM integration, your AI agents now behave more like members of your sales team.

You can now:

Prospect AI continues to evolve from a simple prospect discovery tool into a and sales engine—helping you discover, qualify, organize, and prepare prospects for outreach with minimal manual work.

Have more ideas or feedback how Prospect AI can further make your outbound prospecting easier and efficient - do drop them here

Todoist is a task-management platform used by teams and individuals to organize work into projects, sections, and tasks, with support for labels, priorities, due dates, deadlines, comments, and collaboration. The Todoist integration brings these primitives into the Workflow Builder so task-lifecycle activity fires customer-facing automations, and any workflow can manage Todoist tasks and projects without leaving the builder.

The integration ships with two halves:

All triggers and actions are flagged as premium workflow components — premium action credits apply at the standard automation rate. Todoist plan usage (projects, tasks, collaborators, integrations) is billed by Todoist directly on your Todoist account.

Before any Todoist trigger or action can run, the integration has to be connected via OAuth.

Connect via Settings (alternative path)

This walkthrough wires up a workflow that fires every time a new task is created in a specific Todoist project. The same configuration shape applies to New completed task and New project — only the trigger selection and applicable filters change.

Step 1: Add the trigger

Step 2: Configure the trigger

Step 3: Test the trigger

This walkthrough creates a Todoist task from a workflow event — the most common outbound-to-Todoist pattern.

Step 1: Add the action

Step 2: Configure the action

Step 3: Test the action

Always test before publishing. Testing locks the payload schema and gives downstream steps a real record to map against.

Use Case 1: Form submission → Todoist task in the right project

Goal: Route inbound requests into Todoist as tasks with the right project, labels, and priority.

Workflow Setup:

Example: A customer submits a support request marked ‘urgent’. The workflow finds the ‘Support Backlog’ project and creates a P1 task with the full request as the note, labeled ‘external-report’ — the support lead sees it in Todoist within seconds without leaving their task list.

Use Case 2: Task completed → close the loop in the platform

Goal: Take action when a Todoist task is marked complete.

Workflow Setup:

Example: A ‘Follow up with Acme’ task is marked complete in the AE’s Todoist. Within 5 minutes, the CRM contact’s custom field is updated (‘last touched: today’) and the deal stage is bumped — Todoist stays the AE’s working list, and the CRM records get updated for free.

Use Case 3: Team task with due date and label

Goal: Create a task on a shared project with proper metadata for routing and reporting.

Workflow Setup:

Example: A signup-abandonment automation creates a task in the CS team’s Todoist project with a note linking to the abandoned session, priority P2, and label ‘needs-review’ — a CS agent picks it up within their normal workflow.

We have introduced Jira as a native integration in Workflows. Customer-facing automations can now react when new issues are created or existing issues are updated in Jira — and drive Jira back the other way with a broad set of issue-lifecycle actions: create, update, link, comment, watch, attach files, log work, and move to sprint.

The integration ships with two triggers and eleven actions. Authentication is OAuth, preceded by a friendly Name and Email label. Actions and triggers include a Cloud Site selector so a single connected Atlassian account can target the correct Jira Cloud site even when the user has access to more than one.

Connect Jira once via OAuth to begin using the triggers and actions across all workflows.

Sample screenshots

Managing service bookings just got a whole lot easier! You can now fully edit without needing to cancel and recreate the booking. Whether your customer wants to add another service, change the assigned staff member, update add-ons, or apply a coupon after booking, you can make those changes seamlessly while keeping the booking, order, and payment information in sync.

This has been one of our most requested Services enhancements, and we're excited to finally bring it to you!

We've successfully migrated the Submission Page for Forms, Surveys, and Quizzes to HighRise! 🎉 This enhancement modernizes the underlying architecture, improving maintainability and preparing the platform for future innovations—all while preserving the familiar user experience.

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The submission experience remains unchanged from an end-user perspective. Behind the scenes, the submission page is now powered by the HighRise framework, providing a more robust, scalable, and maintainable implementation.

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The action now supports as a goal event. Workflows can now jump contacts directly to a goal when a team member replies to a conversation, making it easy to stop or redirect automations once human engagement has started.

Configure a action and select as the goal event. When a user sends a reply through a supported conversation channel, the contact immediately skips ahead to the Goal step, bypassing any intermediate workflow actions. This allows your workflow to react instantly to team activity instead of continuing scheduled automation.

Automated workflows should adapt when your team steps in. By supporting as a Goal event, you can prevent contacts from receiving unnecessary automated messages, reduce duplicate communication, and seamlessly transition from automation to human-led conversations.

The Wait action now supports User Replied as a wait condition. In addition to waiting for a contact to reply, you can now keep the contact waiting until a team member responds to the conversation before continuing to the next step. Combined with the timeout option, you can now build powerful SLA workflows that automatically escalate if no user reply is sent within your target response time.

When configuring a Wait action, select User Replied as the wait condition and optionally define a timeout. The workflow pauses until a user replies or the timeout is reached - whichever happens first. If a reply is detected, the workflow continues immediately. If the timeout expires first, you can route the contact through escalation steps such as notifications, reassignments, or reminders.

Response-time SLAs are critical for sales and support teams. This enhancement lets you automate first-response tracking, reduce manual monitoring, and ensure conversations are escalated when response targets are missed - all without building complex workflow logic.