Feature: add AI Prompts in Flow Automation, can be used in live chat
We are excited to introduce AI Prompts in Flow Automation! This feature enables custom AI-driven responses that can be shared among all bots in the workspace and used in live chat interactions.
📌 Where to Find It
Navigate to AI & Automation → AI Prompts in the sidebar.
🚀 Key Capabilities
Centralized AI prompt management for all bots in a workspace.
Easily create, edit, and activate/deactivate prompts.
Enhance live chat interactions by providing AI-generated responses based on predefined prompts.
🔧 How to Use
Go to AI Prompts under AI & Automation.
Click on “+ AI Prompt” to create a new prompt.
Define the prompt name and content (e.g., summarize text, generate a reply, analyze sentiment).
Use the prompt in live chat or integrate it into automation flows.
🔥 Example Use Cases
Summarization: Automatically generate concise summaries of user messages.
AI-powered replies: Provide AI-driven responses to common user queries.
Lead qualification: Analyze user responses and categorize them based on AI analysis.
💡 AI Prompts bring automation and intelligence to live chat interactions! Try it out today.
Add trigger Instagram Ad Referral - when user clicks Instagram Ad
We’ve added a new trigger for Instagram Ad Referral. This feature allows you to capture when users click on Instagram ads and map key ad information, such as Referral Payload and Ad ID, to user fields.
- Configure filters to refine the bot users impacted. - Add optional notes for better organization.
This enhancement makes tracking Instagram ad performance more seamless and integrates ad interactions directly into your workflows. 🎯
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 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 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.
Add Search for Bot Users by Phone, Email, and User ID
This update allows you to easily find duplicate contacts by searching their phone number, email, or user ID through the Advanced Actions -> Bot User API.
You can now choose to search for these details at either the bot level or the workspace level.
This makes managing and identifying bot users more efficient and straightforward.
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.
Add Live Chat Setting to Hide System Messages from Agents
A new setting has been added to the Live Chat configuration allowing you to hide system debug messages from live chat agents and supervisors.
This feature helps keep the live chat window clean and focused by ensuring only relevant messages are visible to the team, improving the overall user experience.
You can toggle this option in Settings -> Live Chat under Live Chat Features.
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.
Integration API for Shopify, WooCommerce, OpenAI, and S3 Storage
Now you can manage the integration credentials for Shopify, WooCommerce, OpenAI, and S3 Storage directly through API endpoints, giving you flexibility and control over your integrations.
Features:
Shopify Integration: Set up, get, and delete Shopify credentials using API.
WooCommerce Integration: Manage WooCommerce credentials through API actions.
OpenAI Integration: Integrate OpenAI API directly using our endpoints for seamless operations.
S3 Storage Integration: Set up and manage your S3 storage credentials via API endpoints.
Where to Find It: Access these APIs through the Integration section of the UChat API documentation.
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!
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 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!
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.
We have deprecated the user timezone as it was confusing to users when it comes to different time displays in the chatbot. Now by default the workspace timezone is uphold