Product Updates: 2025-04-11

This week, the AI Receptionist arrived in Partner Center, with the ability to communicate via web chat

and

SMS

through Inbox.

NOW AVAILABLE

Business App

[Business App: Automations] Set goals for automations to streamline management and improve customer experience. Upon completion of a goal, such as a lead becoming a customer, the automation will end instead of continuing to send emails, assign sales tasks, and trigger further lead nurturing steps. Previously achieved by including if/else branches in an automation, the introduction of goals simplifies the process, automatically refraining from taking unnecessary action once the set goal has been completed.
[Business App: Executive Report] Show your clients the value and effectiveness of lead capture tools, including AI receptionist, web chat, forms, and more through the Executive Report. Analytics for leads captured into a client's Business App CRM are displayed by source, demonstrating proof of performance for your agency, and the products and services you provide.
Available in Multi-location Business App too!
Learn more

Partner Center

[Partner Center: Automations] Set goals for automations to streamline management and improve customer experience. Upon completion of a goal, such as a lead becoming a customer, the automation will end instead of continuing to send emails, assign sales tasks, and trigger further lead nurturing steps. Previously achieved by including if/else branches in an automation, the introduction of goals simplifies the process, automatically refraining from taking unnecessary action once the set goal has been completed.
[Partner Center: Inbox] Send, receive, and respond to SMS messages through Inbox. Learn more
[Partner Center: Inbox] Respond to customers immediately 24/7 by configuring your agency's AI Chat Receptionist. In addition to capturing leads on your website, your receptionist in Partner Center can respond to SMS messages just like your SMB clients' AI Chat Receptionist in Business App.
Available to all partners in the US and Canada on a current (not legacy) paid subscription plan.
Learn more
[Partner Center: Orders] Schedule product activation dates by line item on a Sales Order to control when each product should turn on, and in some cases, turn off. Subscription billing associated with the order will automatically invoice customers for active products in accordance with those start and end dates. To set dates by line item when creating a Sales Order, click the kabob at the end of each line item, and press "Edit billing terms."

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COMING SOON

Partner Center

[Partner Center: Inbox] Configure your AI Voice Receptionist (on open beta) to answer phone calls for your agency.
Coming soon! Stay tuned for more details.
[Partner Center: Inbox] To accommodate the expansion of Inbox's capabilities and create a more unified experience between Partner Center and Business App, Inbox will move from being a side panel to a dedicated page in Partner Center, accessible from the main nav on the left side of your screen. Configure your communication channels through a familiar interface; the same as what's in Business App today.
Available late April 2025