New Features Have Landed!
We're rolling out some powerful, highly-requested updates including revised user roles, AI superpowers, API & webhooks, and quality of life boosts.
New Features Have Landed!
We're rolling out some powerful, highly-requested updates. Here's everything you need to know.
Revised User Roles & Permissions
Finally, you can control who sees what. Assign roles to your team members for better security and focus.
How to Activate Lead Restriction
This is NOT on by default. The Owner must activate it.
1. First, go to Team settings and **assign new roles** to each user.
2. Next, start **assigning leads** to your users from the inbox.
3. Finally, the **Owner** must go to Settings and click "Isolate assigned leads".
New AI Superpowers
AI Lead Assignment
Create rules to auto-assign leads based on keywords. If a lead mentions "payment," send them straight to your finance expert.
Atomic Appointment Scheduler
A new tool that captures appointment times from chat and updates automations in one single, flawless step. No more broken variables!
For Developers: API & Webhooks
Our new developer toolkit allows for deep, two-way integration with your external systems. Give us instructions via the API, and get real-time notifications from us via Webhooks.
- **Public API**: Your instructions to us. Programmatically create leads, manage data, and more.
- **Outgoing Webhooks**: Our notifications to you. Get real-time event data pushed directly to your systems.
- **Secure & Verified**: Webhook payloads are cryptographically signed so you can verify their authenticity.
- **Full Documentation**: Explore all endpoints, events, and models in our detailed developer docs.
Quality of Life Boosts
- **Smarter Tag Filtering**: Click a tag to instantly search for all leads with that same tag.
- **Better Notifications**: More useful mobile notifications for lead highlights & escalations.
- **AI Audit Log**: See exactly what triggered an AI tool and why, making troubleshooting easy.
- **Website Crawler for Custom Tools**: Point your custom AI tools at a website to fetch information on the fly.