Changelog
Follow up on the latest improvements and updates.
RSS
improved
Mobile
Web
Reintroducing Video Calls
The live video calling functionality has been reintroduced in ExpertConnect. Advisors can initiate a video call via the web dashboard or Android mobile app. This feature will be reintroduced on the iOS mobile app with a larger update later this year. Customers can join a video call from any mobile device via the link sent when the advisor initiates the call. Please review this help article for more information.
Feedback Link Settings are now included in the Automated Chat Responses under "After Successful Phone Call With Ticket" drop down. Please review this help article for more information.
improved
Private Notes Improvement
Click on the drop down in the top left corner of the message box to switch from a public message to a private note. The private note box will turn yellow, providing clarity on the type of message is being sent. View this help article to learn more.
Managers now have the ability to edit the message template that is used when sending a payment or approval request to customers.
You must properly follow the supported parameters when editing the message or it won't successfully send to the customer.
View this help article to learn more. improved
Insights Performance Improvement
The Insights page has been improved for faster data filtering and reporting.
Advisors are now able to add private notes to tickets with contacts that only have an email address.
Please note that this change also enabled the ability to add a private note to emails without switching to chat first.
improved
Web
New Dashboard Status Colors
Check our our new ADA-Compliant status colors! This change focuses on optimal color contrast for all users.
When a customer creates a ticket and adds notes in the issue summary field, those notes will now also transfer into the ticket. This now adds visibility to those notes for both the advisor and the person who created the ticket.
We re-introduced search bars for columns on each page in ExpertConnect! Apply multiple filters per column to narrow down to a specific filter!
improved
Broadcast Limit Increase
We increased the Broadcast recipient limit from 1,000 to 1,500 recipients per team phone number per day. For more information, please read this article.
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