Welcome to your weekly round up of updates through October 16, 2025.This week’s release is packed with high-impact upgrades across Voice AI, Automations, Forms, and more.  If you have any questions regarding these updates, please email us at [email protected] or in live chat within the app.

Outbound Calling – Reach Leads in Seconds

Your AI agents can now place outbound calls automatically, turning follow‑ups, reminders, and lead outreach into hands‑free, 24/7 conversations. No manual dialing, no missed leads—just faster connections and smarter engagement.

How to Use It

Step 1: Enable Outbound Calling and Accept the T&C
Step 2: Do your KYC (with Persona) to verify your account
Step 3: View all the non compliant product touchpoints. All products should seek consent from user to receive an automated business call. This is a very important legal consideration to limit spams calls to your customers.
Step 4: Insert the right consent disclaimer. Consult with your legal team for the right consent msg, they should contain the following consent language.

• A clear statement that the user agrees to receive both text messages and phone calls
• A disclosure that calls may be automated, pre‑recorded, or use an AI voice
• A statement that the user agrees to receive marketing communications from your business
• Information on how the user can opt out of future messages
  Now check compatibility and proceed to update this disclaimer on all your product touchpoint.
  Step 5: Now create a agent for outbound calling and change the main prompt and also change the initial greeting msg for outbound
  Initial Greeting Msg can be chosen from “Concise”, “Standard” and “Conversational”
  You can add the intent msg for the agent which will be spoken post the disclaimer.
  Step 6: Now use this agent on your workflow’s action. Go to your workflow and select the Outbound Call action.

Notes & Limits
Calls are made at a rate of one call per minute per location. Each location can make up to 100 calls per day. Each phone number can be called only once per day (additional calls are scheduled for the next day). Max 4 calls in 2 weeks to any number. Calls are scheduled only between 10:00 AM and 6:00 PM in the contact’s timezone. Calls can only be made to opted‑in US numbers, with DND off. Toll‑free not supported. Voice engine charges waived until Dec 31, 2025 (LLM pricing applies).

Compliance & Transparency
AI disclosure at call start; optional recording consent; DNC & KYC checks.

 

Forms & Surveys

Address Auto‑Complete Now Free

Address Auto‑Complete is now unlocked for all accounts in Forms and Surveys—no cost and unlimited usage.

How It Works

1. Add the Address field to your form or survey.
2. Enable the toggle for ‘Auto‑Complete Address’.
3. As users type, suggested addresses appear in a dropdown.
4. Selecting an address auto‑fills Street, City, State, Country, and Postal Code.

Native Form Support for Custom Object & Company Object Fields

Capture Custom Object and Company Object data directly in Forms, Surveys, and Quizzes—no workarounds.

How It Works

1. Open any Form, Survey, or Quiz Builder.
2. From the Quick Add menu, select your desired object—Contact, Opportunity, Company, or a Custom Object.
3. Add object fields and configure their association with the contact (one‑to‑one, one‑to‑many, many‑to‑many).
4. Save and publish—submissions create or update linked object records automatically.
5. Primary Field Requirement: Each object has a mandatory primary field (e.g., Company Name). If you remove it, you’ll be prompted to keep it or remove all related object fields.

Conditional Logic v2 for Forms & Surveys

A clearer guided builder (IF → STATE → VALUE), expanded field support, new operators like Between, slide‑level branching, and richer show/hide rules.

How It Works

1. Open Conditional Logic in your form or survey.
2. Select IF → STATE → VALUE in the guided builder.
3. Chain rules with AND/OR and reorder with drag‑and‑drop.
4. Define actions like Redirect, Display Message, Disqualify Lead, Show/Hide Fields, or Jump To.
5. In surveys, apply field‑level or slide‑level rules for branching.

 

E‑Commerce Stores

Manual & Smart Collections for Products

Choose Manual (hand‑picked) or Smart (rule‑based) collections to organize products.

How to Use It

1. Navigate to the Collections at: Payments > Products > Collections.
2. Click Create Collection and add details. Choose Manual or Smart.

Manual: Search, browse, and select products to add.

Smart: Define rules using fields like Title, Variant Title, Price, or Inventory.
Save your collection. Smart collections auto‑update when product data changes.

Key Notes
Permanent type (cannot switch), inclusive matching by variant/row, rule validation, background processing, new products auto‑added if they match.

 

Printify Integration for E‑commerce Stores

Connect to Printify’s 85+ providers and 1,000+ POD products with product and fulfillment sync.

How to Use It

1. Go to  Marketplace → Search Printify in your E‑commerce Store Builder.
2. Enter your API token from Printify to connect.
3. Choose an existing Printify store or create a new one.
4. Import products and publish them directly into your store.
5. Start selling—orders sync to Printify for fulfillment (enable automatic fulfillment in Printify).

 

 

Workflow Switcher – Jump Between Workflows Instantly

How it works

In the Advanced Builder, click the Workflow Switcher button on the left sidebar (or Shift + W).
A side panel opens showing your most recent workflows (plus search).
Selecting a workflow opens it in a new browser tab so your current canvas stays put.

 

Keyboard Shortcuts (Advanced Builder)

How It Works

In Advanced Builder, click the Keyboard Shortcuts pill (or press K) to open the overlay.
Shortcuts are grouped by tabs: Essential, Edit, View, Navigation, Tools.
Use ⌘ on Mac / Ctrl on Windows/Linux.

Highlights
Edit: ⌘/Ctrl + X/C/V; copy/cut/paste all onward: ⌘/Ctrl + Shift + C/X
View: + / – / 0 / 1
Navigation: →/←/↑/↓; Shift + ←/→
Tools: ⌘/Ctrl + S, ⌘/Ctrl + A, Delete/Backspace, ⌘/Ctrl + Delete, Tab/Shift+Tab

 

De‑Linked Nodes for Workflows

Lay out independent branches in one canvas; each branch can run separately.

How To Use It

1. Open your workflow in Advanced Builder.
2. Build one or more delinked clusters of actions.
3. Use Go‑To connection from the chosen trigger to the first node of each cluster.
4. (Optional) Add sticky notes/colors to label each branch.
5. Save → Publish.

 

Go‑To Connections for Triggers

Set a start action per trigger—no more giant if/else stacks.

How To Use It

1. Open your workflow in Advanced Builder.
2. Add/position triggers and actions.
3. From each trigger, drag the dashed Go‑To connection to the action where it should start.
4. Reassign later by dragging to a new node.
5. (Unassigned triggers auto‑connect to Root when saving.)

 

Pause Workflow Actions

Disable any action during testing without deleting it.

How it works

1. In the Advanced Builder, hover over any node and toggle Enable/Disable.
2. Disabled nodes are dimmed and skipped during execution.
3. Re‑enable when ready.

 

Auto Save Changes (Labs)

How to enable it

1. Go to Settings → Labs, enable Auto Save.
2. Open a workflow → choose Enable Auto Save Now (or via Global Workflow Settings → Auto
3. Save).
   Build as usual—edits save automatically (draft only).
4. Publish when ready.

 

Workflow Scheduler Trigger

Run workflows on a schedule—hourly, daily, weekly, monthly, cron‑style.

How to use

1. Go to Automations → Workflows → Add Trigger.
   Select Scheduler.
2. Choose the schedule type (hour/day/specific time/one‑off/advanced).
   (Optional) Skip Weekends, Stop On date.
3. Check Trigger Schedule to preview next 5 runs.
4. Save & Publish.

 

Trigger Stats for Workflows

View attempted, matched, and unmatched counts with contact‑level reasons.

How to use it

1. Open a workflow and switch to Stats View.
2. Review counts on each trigger card.
3. Click a trigger to open the Trigger Stats Panel and investigate details.
4. Filter by date or search by contact.

 

Trigger Narration in Workflows

Readable summaries of trigger filters directly on the card.

How it works

1. Open a workflow in Builder View.
2. Hover/select a trigger to see its filter narration.
3. Click Details to view the complete list of filters and conditions.

 

Version History Revamp & Restore

Track versions with timestamps, editors, status—and restore drafts.

How it works

1. Go to Settings → Labs → Workflow Builder Enhancements and enable.
2. Open a workflow → click Version History (left).
3. Browse versions by time/editor; Save Version anytime.
4. Click Restore to create a new draft from a prior version (publish when ready).

 

Undo/Redo + Change History (Labs)

Step back or forward through canvas edits; jump to any recent change.

How to use

1. Use Ctrl/Cmd + Z to undo, Ctrl/Cmd + Y (or Ctrl/Cmd + Shift + Z) to redo.
2. Open Change History, select an entry to revert the canvas to that moment.

 

Workflow AI Builder (Labs)

Describe an automation goal; AI builds the full workflow and content.

How to Access

1. Enable in Settings → Labs → “Build Workflow Using AI”.
2. Entry points: Workflow List (“Build using AI”), Workflow Builder prompt, Workflow AI Assistant.

 

Workflow Overview Dashboard (Labs)

A centralized dashboard for enrollments, triggers, and errors.

How it works

1. Go to Settings → Labs, enable Trigger Enhancements and Workflow Overview Dashboard.
2. Access via Automations → Overview.
3. Filter by date, trigger, and see error summaries.

 

Reporting & Dashboards

 Custom Objects

Create object‑specific widgets (count, sum, average) for deeper insight.

How to create Custom Objects

Step 1:  Settings → Objects → Add Custom Object.

Step 2: Add singular/plural names, internal name, primary display field, icon, description → Create.

Add Widgets: Open Dashboard/Report → Edit → Add Widget → Custom Objects → configure filters/chart/theme → Save.

 

Meta Ad Widgets

Add widgets for Purchases, Clicks, Spend, CPC, CPM, CTR, Conversions, Reach, Top Campaigns, and more.

How It Works

Open Dashboard/Report → Edit → Add Widget → Meta → customize filters/chart/theme → Save.

 

Phone System

Voicemail Tab on the Dialer

A single Voicemail tab with search, playback, transcripts, and one‑click follow‑ups.

How to use

1. Open the Dialer (top right) → Voicemail.
2. Start on For me for your messages.
3. Click a voicemail to play audio/read transcript.
4. Use Call or SMS to respond, or open the contact.
5. Use search to find by number.
6. Admin notes: Access to All tab is permission‑based; transcripts generate only if enabled.

 

Quiet Hours for Outbound Calls (Labs)

Dialer shows contact’s local time and warns before calling outside 8am–9pm.

Controls

1. Enabled by default for all accounts.
2. Admins can disable under Settings → Phone Numbers → Additional Settings → Outbound Call → “Avoid calling people during quiet hours (9pm to 8am)”.

 

Incoming Call Settings Simplified (Labs)

Edit friendly name, recording, forwarding; view call flow; route to devices/users.

How to enable

Enable in Labs (Company) → then Sub‑account Settings → Phone Numbers → Edit Configuration.

 

Transfer IVR Calls (Improved)

Full support for transferring IVR calls, including multiple transfers per call.

 

Mobile App

Multi‑Location Incoming Calls

Receive calls from up to 10 selected locations—ringing even if you’re in a different sub‑account.

How It Works

1. Settings → Calls/Voice (mobile) → toggle Multi‑Location Incoming Calls → choose up to 10 locations.
2. Incoming screen shows location badge; tap Switch Location during the call to jump into the right workspace.

 

All‑New Mobile App (Redesign)

New app drawer, universal search, role‑based visibility, dark mode, faster performance, and an Ask AI assistant.

 

Chat Widget & Conversation AI

Attachments in Live Chat Widgets

Send images (JPG, JPEG, PNG, HEIC) and PDFs—up to 5 files per message.

How to Use

Visitors click the paperclip (or drag files on desktop), pick up to five files, type a short message, then Send.
In Conversations, click images to preview or download; HEIC/PDF will download.

 

Voice AI Chat Widget (Labs)

Real‑time, browser‑based voice conversations inside the Chat Widget—no phone numbers or apps.

How to Get Started

Step 1: Settings → Labs → enable “Voice AI Chat Widget.”
Step 2: Sites → Chat Widgets → Create (Voice AI type) → select Voice AI Agent and Agent Name → Save.
Step 3: Get Code → paste the script on your site/funnel page.
Visitors click the mic icon to talk to your AI agent in the browser.

 

Social Planner

Social Listening

Track Google Trends, Pinterest Keywords, Wikipedia Pageviews, TikTok breakout songs/hashtags, YouTube trending content—all inside Social Planner.

How It Works

Open Social Planner → Social Listening tab → select a data point → apply filters → use insights to plan content.

 

Meta Threads Integration

How It Works

Open Social Planner → Connect Threads → authenticate via Instagram login → create posts (text/images/videos) → save/schedule/auto‑publish.

 

Bluesky Integration

How It Works

Open Social Planner → + Socials → Connect Bluesky → authenticate with handle + app password → compose posts (300 chars, 4 images or 1 video), tag users → save/schedule/auto‑publish.

 

Comment Management

How It Works

Open Social Planner → Comments → select a post → view/reply in the new Comments tab → use filters for top/all comments.

 

Blogs

CSV Blog Importer

How It Works

Sites → Blogs → Import via CSV (from New Post → “Import Blog Posts from CSV”).
Download the sample template → upload file → review in Bulk Composer → fix errors if needed → confirm to import as Published/Scheduled/Draft.

 

Subscribe to Blog

How It Works

Sites → Blogs → Blog Builder → Site Editor.
Drag Subscribe Form onto your page → style → publish.
(Option) Set up RSS email campaigns by tag to auto‑notify subscribers.

 

Integrations

Typeform – Actions & Triggers in Workflows

How to Connect

In Workflows, search Typeform → select a trigger or action → Connect Now → log in to Typeform.
(Triggers are instant; actions are premium and billed per execution.)

 

Google Business Profile – Add Messaging & Social Channels

How to Access

Sub‑account Settings → Integrations → Google Business Profile.
Connect/manage pages → add WhatsApp/Text numbers (CRM numbers recommended) and social links → review & save.

 

Affiliate Manager

Import from FirstPromoter

How to Use

Campaigns → Import → connect FirstPromoter via API → select campaigns → resolve affiliate conflicts (merge/skip) → start import.
Dashboard now shows revenue, customers, churn, leads, commissions.

 

CRM

Rich Text for Notes & Task Descriptions

Format notes/tasks with bold, italics, underline, lists, links; consistent rendering across Contacts, Opportunities, Companies, Dashboards.

 

All‑New Contact Detail Page (Labs)

Auto‑save edits, faster load, unified panels, keyboard shortcuts, sticky save bar, and persistent preferences.

 

Rename Standard Objects

Admins can rename Contacts, Opportunities, Companies (singular/plural) across the app.

 

Duplicate Management & Merge Tool

How to Use

Contacts → ⋮ Find Duplicates → choose match keys (Email/Phone/Name) → review up to 10,000 dupes → merge up to 10 at once with conflict resolution → confirm.

 

Export Upgrade

How It Works

Exports run asynchronously and appear on Bulk Actions with status + download. Push notifications alert you when ready; files retained 30 days. Only Location Admins can download.

 

Opportunities & Pipelines

Pipeline Permissions

How to Use

Settings → Pipelines → select pipeline → assign View / Edit / No Access by user/role → use Bulk Reassignment when revoking owner access.

 

Color‑Coded Opportunity Pipelines (Smart Tags)

How It Works

Settings → Pipelines → [Pipeline] → Smart Tags → Add Smart Tag (color, name, rule) → preview → save.
Show tags on cards via Customize Card → Add fields → Smart Tags.

 

Multi‑Object Task Associations

Link a single task to multiple records (Contacts, Opportunities, Companies, Custom Objects). Find tasks with advanced filters and see all links in the “Associated Objects” panel.

 

Email Builder & Campaigns

Smart Send – Best Time Recommendation

How to Use

Marketing → Email Builder → Campaigns → create → Send/Schedule → Smart Send → Get Recommendation → launch and review uplift.

New UI in Workflow Email Action

How to Use

Marketing → Email Builder → Campaigns → Workflow campaigns (or Automations → Workflow campaigns) → add/edit Email Action → start from Quick Compose/Smart Builder/Template Library → expand Advanced Settings (Link Tracking, UTM, Tags on Actions) → save.

New UI via Contacts Bulk Action

How to Use

Contacts → Smart Lists → select contacts → Send email → choose Quick Compose/Smart Builder/Template Library → Advanced Settings → review/send.

Reputation

Competitor Analysis

How It Works

Reputation → Overview → Competitor Analysis → add competitors → explore Positioning Grid, Sentiment HeatMap, Keyword Themes, Ratings by Source.

Reviews AI – Capability Upgrade with Pricing Cut

Available under Reputation → Settings → Reviews AI.