ad-management
Table of Contents * What just changed and why it matters * Key benefits at a glance * How the new setup works — the simple flow * What sub-accounts see and experience * Pricing strategies and practical examples * Practical tips for smooth management * Step-by-step setup checklist * What to expect for existing paid sub-accounts * Common concerns
rich-text
We added rich text editing to notes and task descriptions so teams can keep information clear, structured, and easy to scan. Instead of plain text that blends into a long wall, you can now format important details, add links to resources, and build checklists that communicate exactly what needs to
dashboard-ai
Photo by Paymo on Unsplash Data should help us act, not slow us down. Dashboard AI turns dashboards from static scoreboards into an active assistant that highlights what matters, explains why, and recommends next steps. Instead of staring at raw numbers and guessing, we can uncover trends, detect risks early,
tiktok-automation
TikTok helps you reach and connect with audiences in an approachable way. It encourages people to interact with your business. To make responding to that engagement easier, we built workflows that automate replies for both direct messages and comments. Here is how it works and how to set it up.
tiktok-automation
TikTok offers a casual, high-engagement way to reach people. To help businesses respond faster, we added workflow options to automate TikTok direct messages and comment replies. This guide shows how the automation works and how to set it up so your audience feels taken care of and your posts get
social-comments
Interacting with our audience helps build community and rapport. It makes our brand more accessible and encourages customers to choose us over competitors. To make replying easier, we added a comments section inside the Social Planner so you can manage incoming comments without leaving your CRM. Table of Contents * Where
social-media
Interacting with your audience often builds community and rapport. It makes your brand more accessible and can help customers pick you over competitors. To make this easier, we added a Comments section inside Social Planner so you can manage and reply to incoming comments without leaving your CRM. Table of
AI
We just pulled off one of the most intense product pushes in our history. Over 150 people on the team poured countless late nights and weekends into shipping more than 300 improvements, features, and integrations. If you want a single place that captures what changed, why it matters, and how
social-media
Interacting with your audience frequently helps build community and rapport. It makes your brand more accessible and encourages customers to choose you over competitors. To make that easier, we added a Comment Management section inside the Social Planner so you can manage incoming comments without leaving your CRM. Table of
voice-ai
Table of Contents * Why a Voice AI Chat Widget Changes the Game * How It Works in Plain Terms * Key Benefits for Growing Teams * Step-by-Step Setup: From Widget to Working Voice Agent * Testing the Experience: A Real Conversation Example * What Happens Behind the Scenes: Post-Call Workflow * Privacy, Compliance, and Technical Limitations
CRM
Creating tasks in our CRM keeps teams accountable and schedules organized. We made it simpler to link a single task to multiple objects so you can reduce manual work and make follow ups more personalized. Here’s how it works and how to use it. What this feature does This
Custom Objects
Custom object associations help us monitor and manage relationships between objects inside our system. Opportunities let us track deals and transactions. This update makes it simple to link custom objects to Opportunities so we can see which products, properties, or customers affect each deal. What this feature does We can