The new T&C Filter in workflows allows user segmentation based on whether they agreed to the Terms and Conditions. It improves compliance and enables customizable user journeys based on agreement status.
The new functionality automates private channel memberships with triggers and actions. Triggers include granting or revoking access, while actions automate adding or removing users. If a user isn't in the group, they’ll be added upon channel access. Immediate removal from a channel leads to loss of access to its content. Ensure at least one private channel exists in the group for the workflow to register.
Estimates are now supported in Workflows, introducing features like Estimate Templates, allowing users to create, save, and clone templates in Invoices and Estimates. New workflow triggers automate actions based on estimate events, with filters for template, value, and status. Users can also send estimates directly through workflows, facilitating automation for contracts and invoices. To create a template, users navigate to the Templates tab, fill in details, and save it. The update aims to streamline automation for sending invoices/contracts based on estimate status, improving workflow efficiency.
Enhancements include viewing users and workflows linked to a phone number under Sub-account settings, showing caller names for IVR calls, and playing a message if an agent doesn’t respond during Call Connect. Bug fixes address the "Call Status" trigger firing twice and call reports not updating from "Ringing" to final status.