New Date-Time Filter Options - "after x days ago" and "before x days ago"
We've enhanced the filtering options with two new date-time conditions: "after x days ago" and "before x days ago".
These options provide more flexibility when creating conditions based on time, making it easier to filter users or records by specific recent or past activity periods.
Perfect for targeted follow-ups or data analysis within custom date ranges!
Group by Agent Type and Rating Type Fields in Ticket List
We've added a new grouping feature for ticket lists! Now, you can group your tickets by Agent Type and Rating Type fields in both Table and Board views.
This improvement allows for better ticket organization and lets teams quickly view tickets based on specific agents or ratings, streamlining support workflows and making it easier to manage and assess performance.
We’ve introduced the "Remove All Collaborators" action to streamline your workflow.
This action allows you to quickly remove all collaborators from a conversation with a single click, improving efficiency in managing team interactions. Perfect for closing collaboration loops effortlessly!
We’ve introduced a new field called Last Message Type in the system JSON for user data. This field helps you identify the nature of the last interaction with the user and supports the following values:
in: The last message was received from the user.
out: The last message was sent to the user by the bot.
agent: The last message was sent by a live chat agent.
This enhancement allows you to better track recent interactions and personalize responses based on the last message type.
We’ve introduced a new functionality to capture UTM and other URL parameters on our sign-up page and include them in the partner webhook.
This enhancement enables precise tracking of traffic sources and affiliate attribution for partners.
How to Use It:
Purchase the HTML Script Add-On: This is required to add custom scripts on your partner page.
Insert the Script:
Add the following code to capture parameters:
<script type="text/javascript" charset="utf-8"> var _uf = _uf || {}; _uf.domain = ".dfktv2.com"; // Replace with your partner domain _uf.additional_params_map = { affiliate: "UC_AFFILIATE", code: "UC_code" }; </script> <script src="https://d12ue6f2329cfl.cloudfront.net/resources/utm_form-1.2.0.min.js" async></script>
Make sure to replace _uf.domain with your own partner domain.
Customization: To capture additional parameters, refer to our help documentation or YouTube tutorials for guidance.
With this setup, UTM parameters and custom URL parameters will automatically be sent to the partner webhook upon user sign-up, making it easier to track campaign performance and affiliate sources.
We've added a new capability to export custom event data when the filtered records are under 20,000.
This enhancement allows for streamlined data extraction within manageable record limits, ensuring efficient handling of custom event exports for deeper analysis.
We’ve introduced a Display Order setting in the Partner Topup Options, allowing you to define the order in which top-up options appear for your clients.
This feature provides greater control over the presentation of different currency and amount options, making it easier to prioritize specific top-up choices.
Arrange the options in a sequence that best suits your business needs for a smoother user experience.
We’ve enhanced the audit logging system by including a delete log entry specifically for audit logs when a bot user is deleted.
This update ensures that all deletions involving bot users, including their associated audio logs, are accurately tracked and recorded in the audit logs.
This provides a more comprehensive view of user actions and system changes, enhancing transparency and traceability.
We’ve added the ability to customize chart titles within the ticket chart view.
You can now set personalized titles for the Current Items Chart, New Items Chart, and Change Logs Chart, giving you more flexibility and clarity in how you present and organize your data.
This update allows users to tailor their chart views to better match their reporting needs, making it easier to understand ticket metrics at a glance.
We’ve added a new setting that allows you to control the visibility of ticket lists based on user roles.
Admins can now hide the "All Items" view for specific roles, such as Live Chat Supervisor and Live Chat Agent, ensuring that only authorized users have access to this view.
This feature enhances privacy and allows better management of sensitive information within your team.
Send Audio via URL in Question Node for WhatsApp Channels
We’ve added support for sending audio files in the Question Node when the input is an audio URL.
If you share an audio URL in the question node, it will be sent as an audio file to the user.
This feature works with both the Official WhatsApp Channel and the Custom WhatsApp API Channel. Supported audio formats include .aac, .amr, .mp3, .m4a, and .ogg (with OPUS codecs only).
We’ve added a new functionality in the Flow Builder that allows users to filter nodes based on the Node Item Type.
With this feature, you can quickly narrow down your view to specific node types such as Start, Send Message, Question, Action, Condition, Split, Send Email, and Goto.
This improves navigation and makes managing complex flows much easier, allowing you to focus on specific actions or message types with just a few clicks.
Allow to schedule whatsapp template message from live chat
We’ve added the ability to schedule WhatsApp template messages directly from live chat.
Agents can now plan and set specific times for sending template messages to users, allowing for better timing and automation of follow-ups.
This feature enhances customer communication by ensuring important messages are sent at the most appropriate moments, even when agents are not actively engaged.
Add Ticket Lists Share Code feature to allow create new list with share code in other workspace
We’ve introduced a new Share Code feature for Ticket Lists, enabling users to share ticket lists across multiple workspaces.
By generating a unique share code, users can create new lists in other workspaces effortlessly, streamlining collaboration and ensuring consistent list management across different teams or projects.
This feature enhances flexibility and coordination when managing tickets in multiple environments.
Add system fields Lists and ListOption, this will return json with the defined list_code, field_code, option_code
We’ve introduced new system fields, Lists and ListOption, which allow users to retrieve JSON responses based on the defined list_code, field_code, and option_code.
These system fields simplify the process of working with lists and options in chatbot templates by returning relevant data in JSON format.
This feature enhances flexibility, enabling users to automate workflows more efficiently within the flow builder, using unique codes for better tracking and analytics.
We’ve introduced a Check In Use option for WhatsApp template messages.
This feature allows users to easily track where a specific WhatsApp template message is being used in their bot, making it convenient to manage and update templates across different workflows.
With just a click, users can see all instances where the template is applied, streamlining template management and ensuring consistency.
We’ve added a Use Default Values option for sending WhatsApp message templates in both the message node and WhatsApp template notification actions.
This new feature allows users to quickly populate default values, saving time when building WhatsApp template messages into chatbot templates.
By automatically selecting variables, this feature simplifies the process, ensuring users can easily and efficiently integrate WhatsApp templates into their workflows without manually filling in each field.
Remove Google business message channel and deprecated Facebook group api
Google Business Message Channel Removed The Google Business Message channel has been removed. Existing connections will no longer be supported, and users are encouraged to explore alternative channels.
Deprecated Facebook Group API The Facebook Group API has been deprecated. It will no longer be supported in future updates, and any functionality dependent on this API will be discontinued.
Custom File Name for Document Headers in WhatsApp Templates
You can now set a custom file name when using a document as the header type in WhatsApp message templates.
This feature enhances file organization and adds a personalized touch when sending documents, making the experience more efficient and tailored to your needs.
The "Assigned Agent" field has been added as a system field in the Ticket List.
This feature makes it easier to track which agent is handling each ticket, improving visibility, accountability, and overall ticket management efficiency.
You can now edit WhatsApp message templates directly within UChat!
Previously, you could only create and sync templates, but with this update, you have the flexibility to make changes to existing templates as well, enhancing your control and customization for more dynamic communication.
We've enhanced the Custom User Fields (CUF) display options in live chat to make the interface more streamlined and focused.
You now have the ability to pin important fields to the main profile or hide irrelevant fields from live chat agents. This allows for a cleaner and more efficient live chat experience.
The Compromise (v14.14.0) JavaScript library has been added to the JavaScript Function feature.
This lightweight library is designed to handle natural language processing tasks, allowing you to easily parse, transform, and analyze text. Simplify your text management workflows with this powerful new tool!
The Ticket Add-on now features a Chart View! You can group tickets by status and visualize data in a chart layout.
This update allows for better tracking of ticket progress and enhanced workflow management. Additionally, you can apply filters to refine the data display, ensuring you focus on the most relevant information for your needs.
We’ve introduced detailed reports on subscribers, including conversation status, unassigned chats, unsubscribed users, and opt-in preferences (SMS or email).
Now you can track key performance indicators (KPIs) by source category to gain deeper insights. To access this feature, ensure that "Conversation Mode" is enabled in your workspace settings for comprehensive tracking and analysis.
Support for the Evolution V2 API has been added, allowing users to seamlessly configure WhatsApp by entering essential information such as WhatsApp Number, API Domain, API Key, and Instance Name.
This new integration provides a more streamlined and efficient method for managing WhatsApp connections within the platform.
Introducing Flow Labels to enhance sub-flow management.
This feature allows users to easily add and assign labels with unique colors, improving the organization and categorization of sub-flows for better visual representation and workflow management.
With Flow Labels, you can quickly identify and filter sub-flows, making it easier to manage complex flows. The label creation option can be found within the Flow Builder, simplifying the process of assigning labels to your flows.
You can now upload files when adding a comment to a ticket.
This feature enhances communication and collaboration by allowing you to attach relevant files or media directly within the comments section of a ticket.
You can assign names to your triggers in the automation tab.
This feature allows for better organization, as the trigger name will be visible in the trigger list, making it easier to identify and manage different automation rules within your workflows.
Feature: Export Partner Credit Logs Partners can now export their credit logs to a CSV file for easier tracking and analysis.
New Search and Sort Options Added more search fields and sorting options in the partner workspace tab, enabling partners to filter and organize workspace data more efficiently.
Show Active and Completed Bot Users Count for Sequences
You can now view detailed statistics for sequence messages, including how many users have completed the sequence and how many are still active in the sequence.
This update provides better insight into user engagement and helps track the progress of your sequence campaigns.
Feature: Add Status and Type Filters for Flow Triggers
If you have many triggers, and now you can filter by the trigger status(active or inactive) and also by the different type of triggers used. check the screenshot to find the new settings in the trigger.
You can now search and identify which flow or node has used a specific custom user field or bot field within the platform.
This feature allows for better tracking and management of field usage across your workflows, providing an easy way to optimize or troubleshoot configurations.
A new Timezone option has been added to the Smart Delay action. You now have the flexibility to choose which timezone to apply for your smart delay tasks:
Bot User Timezone
Workspace Timezone
Telemarketing Timezone (for SMS channel)
This ensures that your delays align with the appropriate time zones based on your bot's users, workspace location, or telemarketing regulations for SMS campaigns.
A new Unsubscribed status filter has been added to the live chat dropdown.
This allows you to quickly and easily locate users who have unsubscribed from your bot, enhancing your ability to manage your bot audience efficiently.
Simply select "Unsubscribed" from the live chat dropdown to view these users.
We’ve introduced a new Postcode field to the User System Fields. This allows you to capture and store postal code information for bot users in your workspace.
How to Use:
You can access the Postcode field through the User System Fields in your bot settings.
This field can be used for personalizing automations, filters, or targeting users based on their location.
Update Partner Dashboard Addon with 3 new cards, whatsnew, error logs, audit logs, default is hidden.
We’ve added 3 new cards to the Partner Dashboard Addon for UChat partners:
- What's New - Error Logs - Audit Logs
Default Status: These cards are hidden by default but can be shown or hidden as per your preference.
This feature is available only through the "Dashboard" paid add-on. UChat partners can customize their dashboard by adding these cards to provide better insights into the platform's activities and system updates.
How to Access:
Navigate to the Partner Dashboard Settings. Choose which cards to show or hide for your custom dashboard experience.
Add sorting and export to csv for partner manage workspaces from Whitelabel settings
We're introducing new functionality for UChat partners in Whitelabel Settings:
Sorting: Easily sort workspaces to streamline management and find information quickly. Export to CSV: Use the new export button to download workspace data as a CSV file, simplifying data analysis and record-keeping.
These updates empower you to efficiently manage workspaces and optimize your workflow. Enjoy enhanced control and flexibility with these new features!
Add option in live chat features, Prepend Agent name to the message sent by agent, whatsapp channel only
We've added a new option in Live Chat Features: Prepend Agent Name to Messages for the WhatsApp channel.
This feature allows you to automatically add the agent's name to the beginning of messages they send, enhancing clarity and personalization in your communications.
Activate this setting to improve message transparency and provide a more personalized experience to your WhatsApp users.
Refined Read Receipts for Assigned Agents in Live Chat
We've refined the way read receipts are managed in Live Chat:
The last_agent_read_at timestamp will now only be updated if the conversation is assigned to a specific agent, and that assigned agent views the messages.
This change ensures that read statuses accurately reflect the engagement of assigned agents, enhancing accountability and precision in chat management.
Leverage this update to improve team coordination and response accuracy!
We're adding new APP servers, which requires an update to your MongoDB whitelist.
To ensure seamless connectivity and security, please update the list with the new server IPs. You can find the complete list of IPs to whitelist by visiting the Server IP List.
Stay secure and maintain optimal performance by keeping your IP whitelist up to date!
Add Closing Note in condition and display closing note in user profile
We're excited to announce new functionality for managing conversations:
You can now add "Closing Notes" as a condition in workflows, enabling more targeted follow-up actions.
Additionally, closing notes are now displayed in the user profile, providing clearer insights and historical context for each interaction. This feature helps streamline support and optimize user engagement strategies.
Take advantage of these improvements for deeper conversation management and user understanding!
Add new Permission item in Member permission addon "Upload files", when disabled, the upload box will not be shown, but still can use url or library to send image or file
We're introducing a new permission item in the Member Permission add-on: "Upload Files."
When this option is disabled, the upload box will be hidden, but users can still send images or files via URL or library access.
Please note that this setting is exclusive to UChat partners, and the "User Permission" paid add-on must be activated.
Enhance your control over file handling with this new feature!
Add Closing note category as filter for Conversation is Done trigger
We’ve introduced a new feature in the "Conversation is Done" trigger:
A Closing Note category filter. This allows you to categorize and filter conversations based on specific closure notes, adding a layer of organization and insight.
Easily save context such as category, summary, and attachments to user fields, ensuring comprehensive documentation and follow-up.
Leverage this feature to streamline conversation management and improve analytics!
We have introduced a new Media Library section under My Contents.
This feature will allow you to easily manage, store, and organize your media assets, like images and audio, directly from your content management interface.
It streamlines file management and access for a smoother user experience.
No additional setup is required. Simply navigate to My Contents to start using the Media Library today.
Add agent segments for Search Bot Users in workspace live chat
Partner Update: With the paid global contacts add-on activated, UChat partners can now easily create segments using system user custom fields. You can save these segments as either public or private:
Public segments are available to all workspace members.
Private segments are only visible to the creator.
Only the admin or owner of the workspace can create public segments, giving you more control over user management and segmentation.
The supervisor role now also sees the bot users along with having access to the analytics section. this provides a more management role for this specific type of workspace member
For partners we updated the translations addon to now also be able to translate the custom menu title. You can use custom menu title as key for translation.
Sometimes the return payload on GHL actions contain too many characters to be saved properly so we now added the ability to remove certain keys you do not need to only be left with the information you like to store
Making function flows editable on templates even on none editable templates
We have added the ability to allow users to edit the function flows from templates when user disabled auto update or even when the template is set to none editable.
this is used to allow the installed bot to modify some contents, such as whatsapp template message. So the template creator can move all the whatsapp template messages to function flow to allow user change it after install. and all other subflows can still be protected and auto updated. But if the sub flow template is not viewable, then even the user disabled the auto update feature from function flow, it will still be not viewable.
the assistant often refers citations where it based its replies on which makes for a weird experience inside of chatbots. We have added a citation removal to automatically remove any if they are present in the assistant reply
In the past we needed to have a workaround to provide a text and button combination since the official endpoint was not there. The downside was the character limit was that of a card. This is no longer needed and we are now able to send text with regular buttons to the users
The text type question node now also supports no match upon user request. if a user is sending anything other than regular text messages this no match option will be triggered
Partner update: more control of your plans features
We have added more control on the number of features you want to include into your pricing plans . We have added the my contents sections, boards, contents- custom events, tools- multiple languages, tools- custom reports and tools -inbound webhooks as additional features to include or exclude from your pricing plans
Previously we sent the export file of bot users by email. Because some users reported the email took very long or did not receive it at all we have now added an additional section under the tool section in your chatbot menu. .
After pressing the all export button on the bot users overview you will automatically get redirected to this section to download your file.
Keep in mind that any generated file will be saved for a total of 7 days, so make sure you have downloaded it before that time
We have pushed an update to allow to overcome a huge issue which is the ability to capture multiple user inputs in one go. We have added a timeout option for you to now capture all input from a user during your selected timeout and save it into one custom field
. Do note that this option is only available for question node with a text based type. tutorial can be seen here
improved the variable input box cursor position issue
We have made an update to the way variables are inserted. Previously there were issues that upon variable insertion between words the cursor would end up at the end of the text box.
Also when wanting to remove variables it would cause the cursor to skip to the end.
Improved feature: allow to select style (full page, embed, popup..) for ref url widget for web channel
We have added the option to choose how you would like to open the webchat widget under the ref url settings, giving you more freedom to select your preferred option .
New notification type added: Facebook Notification
With this notification you are now also to send admin notifications on the Facebook channel. . You will be able to search through any of your connected Messenger bots inside the workspace and can search for the user by subscriber id or ns, email and or phone number
you will also be able to select any of the 3 special Messenger tags to notify the person of your choosing .
New Agent feature added: Round Robin an agent groups
We now added the ability to select the Round Robin feature directly inside the agent group. . This will provide a more equal distribution of tickets between the agents inside the group based on their weighting
We also improved the conversion of custom field variables into actual custom fields . This way you will be able to dynamically let those variables convert into the actual custom fields.
On some elements like buttons when you pressed enter it went to a new line which did not make much sense on that element itself has now been solved to stick to just 1 line.
We have added the button "Try Generate by AI" to the JS node. Generate JS by AI
This will only work if you have your OpenAI account connected under your workspace integrations. Once done you can give a prompt and see the code being automatically added to the code block;
We have added a Clear button in the integration section to let you easily clear any login values on any of the integrations. This will allow you to clear with a single button press instead of needing to manually remove all data first then press save
fix omni-channel create bot user from api issue, if phone is provided, then it will use whatsapp channel by default if the channel is not sent in the payload, "channel" is new key added, only available for omni-channel api.
Add min_score and fallback_to in dialogflow dynamic response json
if min_score is set, then it will check the min_score with confidence score.
if confidence_score < min_score, then it will not process the content. if the fallback_to is set, then it will process fallback_to (similar to goto, can use node_ns, sub_flow_ns, or node name), otherwise, do nothing
Line Channel: use replyToken for the first message sent
This is an update about the Line channel.
Thanks to the suggestion from Winho!!
Before the update, we were using "push" to send all the message. Winho mentioned that this can cost their "push message" quota and suggested we can send message by using the replyToken, which means that, using "reply" instead of "push". This can save a lot consumption of "push message" to their Line account.
Now the system will use the replyToken to send the first message. For example, a user sends "hi". If you have 2 messages to respond to this greeting. The first one will be sent using "reply" and the second one (all the rest) using "push".
This can somehow save your "push" messages amount in your Line account.
Partner Plan: show only selected templates & mini-apps in custom domain
This is an update about Agency Settings for Partner Plan subscribers with credit billing enabled.
Before the update, all templates and mini-apps in the UChat template/app store will show in your custom domain for all your clients. Now you can choose to show or not show each one of the templates and apps.
To manage the settings, go "Agency Settings" on your dashboard, then "Templates" or "Mini-Apps":
Partner Plan: templates created inside custom domain will be only available for custom domain users
This is an update about Partner / Agency / Agency Plus.
Before the update, templates created from a workspace under your custom domain will be all added to the UChat public template store and all UChat users can install it.
Now, templates created from a workspace under your custom domain, will not be added to UChat public template store. Only users under your custom domain can access it.
Manage One-time Link for Templates (both in workspace & via API)
This is an update about Templates - One-time Link.
Before the update, the one-time link for a template is actually the same as a permanent shared link. The difference is the template turns from "shared" to "private" after one installation.
Now you can manage different one-time links for each sharing and you are able to track the status of the installation. Available status: "Available", "Installed" and "Expired".
You can manage your one-time link either: - manually in your workspace or - automatically via APIs
For manual management, on your dashboard, go "My Contents" - "My Bot Templates", select a template and the drop-down menu will show like this:
Click on 4 in the above screenshot to get the "Template Ns", the id of this template for API usage. Click on 5 in the above screenshot to generate a one-time link for this template:
Edit expiration duration and click "Generate New Link". This link will be added to the list and the status will be "Available" in the beginning. When the link is used and the template is installed, the status changes to "Installed". If the template is not installed within the duration, the status goes to "Expired".
Wherever you need to display a media, a "Select Media" window will show.
Under the "Upload Your File" tag, you can select media from your computer and all those uploaded media go to the "Library" tag. So that from now on you can pick the media in the library instead of uploading it again.
UChat just add a new feature to allow you to delete media in the library. Simply hover over the media and a red delete button will show, click on the button to remove this media from the library.
External Request Update: send file as parameter in API calls
This is an update about the External Request in the Action Step.
You can include a file itself in the API calls instead of the URL link of the file.
In the External Request, go Body, multipart/form-data and you will see an Upload Files section. Put a file direct link here to include the file itself in the parameter. You can put the link you get from a Question Step here. (Please note that the file URL link from a Question Step is only valid for 24 hours) image.png45.51 KB
1) inputs in Auth section - Api Key type 2) client id, secret, access token, refresh token, etc in Auth section - OAuth v2 type 3) inputs of actions in Actions section
2. Dynamic Source invalid in One Time Url - 2. Web Forms - Inputs
When you go setting the inputs of web forms in a one-time URL, dynamic source won't work here.
3. the drop-down list only loaded when first click "edit action"
In the chatbot flow, when you create a new action of the Mini-App, and first click "Edit Action", the system will do an external request and generate the drop-down list based on the current value in the fields. If you change the parameter e.g. the value in Auth inputs, the drop-down list won't be re-fresh, please delete the action and create a new one.
Before the update, you can duplicate only one step at a time. Now you can select multiple steps and duplicate them.
Please note that,
- after copying multiple steps, you can only paste once. copy again for another paste - where can I paste the steps? (1) to the same bot/flow (2) to the different bot/flow but the same channel (associate custom fields will be created automatically) (3) to different channels (unsupported features will be removed)
- subflow template supported (installed subflow goes to a folder) - template configuration added: viewable, editable, version number (only for subflow template) - install template from different channel - interface changed
This is an update about the preview feature in all channels which support preview (Facebook, Telegram, WhatsApp, Line and Viber)
When you click the "Preview" button, there will be a QR code generated, you can click "Open in XX" to talk to the bot in the website/desktop application or scan the code with your camera or according phone application.
Dynamic Quick Reply in Send Message Step Now Available
This is an update about Send Message Step.
Before the update, you will need to list all the quick replies yourself but now, by selecting a JSON variable, your chatbot can list the quick replies from the JSON variable for you:
Please note that these replies expire in 30 minutes.
Dynamic Quick Answer in Question Step Now Available
This is an update about Question Step.
Before the update, you will need to list all the quick answers yourself but now, by selecting a JSON variable, your chatbot can list the quick answers from the JSON variable for you:
Now each message sent by the bot has a little drop-down button, click on it to "Resend Message" or navigate to the step to edit the step, do your improvement in a more convenient way.
When you check error log, you can see which step in which subflow went wrong, before the update, you will need to navigate to the step yourself. Now by simply click on the step name, you will jump to the step right away.
When you click on the "Response Headers", a list of hearer information will show. Now the hearer information is all clickable. For example, in the screenshot below, you can click on the "Response-Code: 200" to get its path "$H['Response-Code'] and save the value "200" to a variable for later usage.
Hello guys! An update for u about importing uses in WhatsApp.
From now on, please always add a "+" sign in front of a phone number when you create bot users in the WhatsApp channel. The system will remove the "+" for u automatically when creating user_id. It doesn't matter you are creating via API, the create button or import bulk data(csv file).
Besides, when u create via API, only phone value is needed now.
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