Release Notes 2

Enhancements

Calculus AI

• Prompts can now receive AI suggestions (in Prompt Response)  for follow-up actions. 
• This will help the customers continue the conversation and will provide you with at least 3 most likely follow-up actions that you can take (related to the customer conversation). 
• The system displays Customer prompts and possible actions. Consider the examples below:
  • Customer Prompts (covered in Chatflows)
    • Recent Order
    • Open Cases
    • Create a case
    • Nearby locations
    • Price Quote
    • Place an Order
  • Customer Prompts for ECS contacts (based on their query, you can add buttons that will open the appropriate page on their CRM instance)
    • Create Webform
      • Customer instance URL/webforms
    • Create Workflow
    • Add Custom Field
    • Create Email Sequence
  • The system displays suggested actions below the prompt response for you.
    • Possible actions
      • Call the contact in 5 days
      • Add Reminder
    • Draft a follow-up mail > Draft Email
    • Send follow-up email > Send Email
    • Connect via SMS > Send SMS
    • Connect via WhatsApp > Send WhatsApp Message
    • Schedule a meeting with the contact > Send Email
    • Send a document >Send Document (should include email content with the document link)

Global Country Picklist

• The following countries are now available as options in the Global Country Picklist:
  • Suriname - SR
  • Laos - LA
  • Eswatini (formerly known as Swaziland) - SZ

Partner Portal

• The following enhancements have been made to the Partner Portal > Log a meeting feature.
  • The Log a Meeting button will now be available as Create Event in the Contacts and Deals page.
  • The Calendar module is available as a separate module in the Partner Portal.
  • Partners can add a title for your meeting with the Meeting Title field. Other fields available are  Activity Type, Location, Priority, and Meeting Notes.
  • Partners will also be able to change the status of the event.
  • The Events module will be displayed in the partner contact-related modules.

Phonecalls Module

• The Handled By option is now available while creating a workflow in the Process Designer for phone calls.
• The Handled By field will let you assign a user to a task, such as creating a record. If this field is empty, then the record will be assigned to the CRM user mentioned in the Assigned to field of the Phonecall record.

Release Notes 1 

Feature

Calculus AI for Sheets

• Calculus AI is available as an Add-on for Sheets and will assist you in writing quicker and faster responses to your RFPs.
• With AI in your sheets, you can:
  • Draft quick summaries
  • Generate smart suggestions directly from your spreadsheet
  • Send a prompt from one cell to Calculus AI and automatically receive its response in another cell, saving time and reducing manual effort.
• To learn more about this feature, click here.

Enhancements

Phonecalls

• Outbound call pop-up windows will display call details for agents. This is similar to incoming phone call pop-ups that display details to customers.
• This is available for Ozonetel and Smarflo gateways.

Quotes

• You can now quickly add or insert a Product/Service row from each existing row in the Quote > Item Details section.
• This function will let you add a new item at a desired location without using the drag-and-drop option.
• Hovering over the line item row displays the + icon. Clicking this will give you the option of adding a row for a Product or a Service, or adding an entire section. A new row will be added below the current one.