Feature 01
01
Granular User Roles & Permissions
Assign 4 role levels and restrict access with lead isolation.
Read the full notesIssue 01
26
July · 2025
What's New
Major Update: User Roles, AI Superpowers & More.
5 features, signed and dated. Setup steps for each one below.
We're rolling out some powerful, highly-requested updates that transform how you manage your team and automate your sales.
User Roles & Permissions give you control over who sees what. AI-Powered Lead Assignment automatically routes leads to the right team member. For developers, our Public API & Webhooks enable deep integration with your systems.
In Detail
The 5 features, in order of weight.
02
AI-Powered Lead Assignment
Automatically assign leads to agents based on keywords.
Read more03
Atomic Appointment Scheduler
Capture date/time, update fields, and switch automations in one clean step.
Read more04
Public API & Outgoing Webhooks
Two-way integration with secure, signed webhook events.
Read more05
Quality of Life Improvements
Smarter tag filtering, better notifications, audit logs, and more.
Read moreStay in the Loop
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