Simplified Free Form Checkouts · Custom Field Metrics in Dashboards · Expanded AI Model Support · AI-Assisted Calendar Configuration · Secure Card Collection for Appointments

Client Portal Billing Notifications · Self-Service Appointment Booking · AI-Powered WhatsApp Analytics · Contact Detail Overlays · HubSpot Data Import

Automatic Contact Creation for WhatsApp Usernames

AI Document Reading in Mobile App · Apply Prepaid Balances When Recording Payments · How-to: Use iMessage in automated workflows · How-to: Trigger automations from form submissions

Save Progress on Intake Forms · Automatic Case and Contact Linking · Instant Alerts for Client Document Uploads · Simplified Payment Collection on Intake Forms · How-to: Automatically save intake form submissions as PDFs

Introducing New Templates

Introducing New Templates · Targeted Edits in AI Builder · New Channel Management Conversation AI · Prospect AI gets an activity center & pipeline integration · Todoist: Workflow actions & triggers

Refreshed dashboards and custom reports · How-to: Navigate Contacts Faster on the Mobile App · How-to: Control When Contact Fields Update During AI Calls