Changelog

Follow up on the latest improvements and updates.

RSS

What’s new?
You can now change the Default Path in Advanced Builder workflows. In workflows with multiple parallel branches, this lets you choose which branch contacts enter by default when they come from another workflow or when you run a workflow test.
How it works
The root node is now labeled Default Path. On the first action in each branch, you can click the branch icon to set that branch as the default path. Once selected, workflow tests and contacts entering from other workflows will follow that branch.
How to use it
  • Open a workflow with multiple parallel branches in Advanced Builder.
  • Click the branch icon on the first action of the branch you want to use.
  • Set that branch as the Default Path and run your test or enrollment.
Why we built it
Testing and configuring workflows with parallel branches was harder when only one root path handled workflow tests and cross-workflow entries. This update gives you more control, makes branch-level testing easier, and helps you validate each path without rearranging your workflow.
Simple example
When testing a workflow with multiple reminder branches, you can set one branch as the Default Path so your test contact enters that specific branch first.
Additional Notes
  • The root node is now called Default Path in Advanced Builder workflows with multiple parallel branches.
  • You can set the default path from the first action in any branch using the branch icon, with tooltips to explain the behavior.
  • The default path is used for workflow tests and for contacts entering from another workflow.
  • A solid trigger connector means the branch is the Default Path. A dashed trigger connector means the branch is reached through a Go To connector and is not the default path.
Preview
Kapture 2026-03-24 at 01
We've made it easier to understand why an A2P campaign was rejected and what the user needs to do to fix it.
What's new :
When a campaign submission is rejected, users will now see a "View required fixes →" link next to each rejection reason.
Screenshot 2026-03-23 at 7
Clicking it opens a detailed modal that breaks down the issue into four clear fields:
  • Error code – the specific code returned by the carriers.
  • Rejection category – a human-readable label for the type of violation (e.g., Invalid website URL).
  • What it means – a concise explanation of why the submission failed.
  • Correction needed – the exact action required before resubmitting.
Screenshot 2026-03-23 at 7
Previously, rejection reasons were displayed as short descriptions with no additional context, leaving users confused about the precise cause of rejection and the required next steps.
Why it matters :
This change shares precise feedback with the user so they can fix issues faster with lesser assistance required from customer support and consequently resubmit with confidence.
Overview
Based on valuable customer feedback on the new Contact Page design, we are introducing an improved way to access opportunities. This update focuses on better visibility, faster access, and a more intuitive layout while we continue building deeper customization capabilities for the contact page.
What’s New
  • Opportunities moved to the right panel
    as a dedicated standalone tab
  • Positioned
    below Associations
    for improved discoverability
  • Decoupled from Associations (view-only change) — no impact on data structure or functionality
  • Opportunities are
    temporarily accessible in two places
    : Under
    actions
    & on the
    right panel
How It Works
  • Navigate to a contact record -> On the
    right-hand panel
    , you’ll now see a dedicated
    opportunities tab
    below associations.
  • This tab provides a clear, focused view of all opportunities linked to the contact
  • For the transition period, you can still access opportunities via the
    actions menu
    , ensuring no disruption to the current flow
Screenshot 2026-03-23 at 10
What’s Next
  • By
    Apr 08, 2026
    , opportunities will be
    removed from the actions tab
    and will live exclusively on the
    right panel
  • We are actively working on
    contact page customization
    , which will allow you the admins to reposition the opportunities tab and customize contact layout based on their preferences
Overview
In the Contact Changed trigger, the Website contact field was not available as a selectable field. This prevented users from starting automations when a contact’s website was updated and forced workarounds outside the trigger.
What’s new
The Website field is now supported in the Contact Changed trigger.
What’s changed
You can now use the Website contact field with the operators has changed and has changed to to trigger workflows when that value is updated.
Additional Notes
  • This fix applies to the Contact Changed trigger only.
  • The team is also actively working on improving support for other missing fields and operators.
Summary
Improved the Review Request page with powerful search and filtering capabilities for faster and more accurate request management.
🔧 What’s New
Added a search bar at the top of the Review Request page
  • Search now supports:
  • Contact Name
  • Email
  • Phone Number
Screenshot 2026-03-23 at 16
Screenshot 2026-03-23 at 16
Introduced filters for:
  • Channel: WhatsApp, Email, Phone
  • Status: Failed, Undelivered, Sent, Opened, and other supported states
  • Search is case-insensitive for easier matching
  • Results update dynamically without page reload
  • Pagination syncs correctly with filtered/search results
Screenshot 2026-03-23 at 16
  • Screenshot 2026-03-23 at 16
🚀 Improvements
  • Faster navigation and lookup of review requests
  • Reduced need for manual scrolling and pagination
💡 Why It Matters
Previously, users had to manually browse through multiple pages to locate a specific review request, which was time-consuming and error-prone, especially for high-volume accounts.
With search and filtering, users can quickly find the right contact and take action (such as canceling follow-ups) with greater speed and accuracy.
⭐What’s new
  1. You can now create a blog site without connecting a domain.
Start building and preparing content first, and connect your domain later when ready.
  • Remove Domain from Blog Settings
  • A new Remove Domain option is now available.
  • Disconnect an existing domain
  • Switch domains without support help
  • Manage domain settings directly from the UI
  1. Custom Values Support in SEO Fields
Blogs now support dynamic custom values in:
  • Favicon
  • Canonical URL
This enables flexible and scalable SEO configuration across blog pages.
  1. Automatic Sitemap Updates
Sitemaps now update automatically when a blog post is:
  • Created
  • Updated
  • Deleted
💡 Why it matters
  • Faster blog setup without domain dependency
  • Easier domain management and switching
  • More flexible SEO configurations
  • Always up-to-date sitemap for better indexing
  • Reduced manual effort and maintenance
🛠️ How it works
  • Go to Sites → Blogs
  • Create a blog site (with or without a domain)
  • Manage or remove domains in Blog Settings
Screenshot 2026-03-20 at 11
  • Add custom values in SEO fields
  • Continue publishing, sitemaps update automatically
What’s New?
Autopayment is now enabled by default for invoices with payment schedules and recurring invoices sent from the dashboard. No more need to manually toggle it on every time.
How to Use?
  • Create an invoice with a payment schedule or recurring setup as usual
Screenshot 2026-03-19 at 10
  • Auto-payment will be automatically enabled in the send modal
  • You can still turn it off anytime before sending the invoice
Why We Built This?
  • Earlier, users had to manually enable autopayment each time, leading to missed collections. This update ensures timely payments, reduces manual effort, and improves collection reliability.

new

Opportunities and Pipelines

Custom Objects

Companies

Associate Companies with Custom Objects & Opportunities

You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.
👀 What’s New
  • Associate companies with custom objects
  • Associate companies with opportunities
Screenshot 2026-03-19 at 8
  • View and manage these relationships directly within record views
Screenshot 2026-03-19 at 8
  • View associated records directly in list views
Screenshot 2026-03-19 at 8
  • Supports one-to-one, one-to-many, and many-to-many relationships
Why this matters
  • Build richer data relationships beyond contacts-only associations
  • Get better context across opportunities, companies, and custom workflows
  • Enable more accurate reporting and segmentation
How to use
  • Go to Object > Companies > Associations
  • Click on "Create association" to build associations between multiple objects
Screenshot 2026-03-19 at 8
  • Open any custom object or opportunity record
  • Navigate to the Associations section
Screenshot 2026-03-19 at 8
  • Select Add Company and choose the relevant company
Screenshot 2026-03-19 at 8
  • Manage or update associations anytime from the same panel
Screenshot 2026-03-19 at 8
Screenshot 2026-03-19 at 8
Screenshot 2026-03-19 at 8
This feature is currently available on Labs > Subaccount.
Screenshot 2026-03-19 at 8

improved

Opportunities and Pipelines

Opportunities – Smart Tags Limit Increased to 60

Managing Smart Tags just got more flexible.
What’s New
  • Increased Smart Tags limit to 60 tags
  • Based directly on recent customer feedback
  • Available across all sub-accounts
How to Use
  • Go to Opportunities
  • Add or manage Smart Tags as usual
  • You can now assign up to 60 Smart Tags
Why This Matters
  • More flexibility in organizing opportunities
  • Reduces the need to reuse or compromise on tagging
What’s Next
  • Snapshot support for Smart Tags
✨ Overview
You can now filter analytics across Funnels, Websites, and Webinars to focus on the data that matters most.
With the new filtering experience, you can narrow results using available dimensions like country, channel, page title, referrer, and more. This makes it easier to explore performance, compare segments, and uncover insights without exporting data or reviewing everything at a high level.
🆕 What’s new
  • Apply filters across Funnel, Website, and Webinar analytics
  • Use one or multiple filters together to refine results
  • View updated charts and metrics based on your selected filters
  • Remove individual filters or clear all filters quickly
  • See active filters displayed directly in the analytics view
🔍 How to access
  1. Go to Sites > Analytics.
  2. From there, choose whether you want to view Funnels, Websites, or Webinars, select the asset you want to analyze, then click Advanced filter to add one or more filters.
Screenshot 2026-03-19 at 6
Screenshot 2026-03-18 at 1
🎯 Why it matters
  • This update gives you more control over your analytics, helping you answer questions like:
  • Which countries are driving the best results?
  • How is a specific page performing?
  • What traffic sources are converting better?
  • Instead of only viewing overall totals, you can now break down performance and analyze specific segments more easily.
💡 Example use cases
  • View funnel performance for visitors from a specific country
  • Analyze website traffic from a certain source or channel
  • Review webinar analytics for a more targeted audience segment
Load More