What's new

You can now analyze an image inside a workflow. The AI Analyze Image action is available under AI Actions. Give it an image URL and a prompt. An AI vision model examines the image and returns the answer as text.

This is a premium action. Each execution has an additional charge.

What's New

• Text extraction: Read the text from receipts, invoices, screenshots, and documents.
• Image descriptions: Receive a written description of the contents of an image.
• Flexible prompts: Tell the model what to look for and how to answer. The prompt field accepts custom values.
• Detail level: Set Auto, High, or Low. High is more accurate for small text. Low is faster.
• Two models: Select GPT-5.6 Luna or GPT-5.6 Tera.

How to Use

1. Go to Automation > Workflows.
2. Open a workflow, then add the AI Analyze Image action.
3. Select the model.
4. Enter the image URL. Use the output of an earlier step or a custom value.
5. Write the analysis prompt.
6. Set the detail level. The default is Auto.
7. Save the action.

Important: The image URL must be public. Anyone must be able to open it without a login. Do not use a link to a page that contains the image. Use the direct link to the image file. Files in Media Storage are already public.

Why This Matters

A workflow can now read the contents of an image, not only move the image from step to step. Use the output text in the actions that come after. You can save it to a custom field, send it in an email or SMS, pass it to a webhook, or send it to another AI action.

What's new?

Dynamic value chips have three states now instead of two. A dynamic value chip used to be valid or invalid, so anything the builder couldn't resolve came back red with "value not recognized". The new middle state is a yellow chip, and it covers values that are real on the platform but have no source in the workflow you have open. Giving a clear distinction between values that could render blank and values that won't render at all.

How it works

Every chip lands in one of three states:

• Blue, value available in this workflow. The workflow can fill it, whether that comes from the contact record, a system value like the current date, or an earlier step.
• Yellow, value not available in this workflow. The value is real on the platform, but nothing in this workflow supplies it, for example {{sheet.10.rowNumber}} in a workflow with no Google Sheets step. It renders blank unless another workflow passes it in through Add to Workflow with pass input trigger parameters.
• Red, value doesn't exist on the platform. Nothing on the platform matches it, for example {{applesheet.10.rowNumber}}, so no workflow will render it.

Spacing inside the handlebars stopped mattering too. The platform stores Attribution Url as {{ attribution.first.url }} with the spaces, so typing {{attribution.first.url}} used to come back red. Both forms match now.

Why we built it

Earlier all fields which wouldn't render would show an error state with a red chip. However you might drop {{invoice.url}} into an Add Notes action on a workflow that no invoice trigger starts, or hand a value from one workflow to another through Add to Workflow.

The red chip earlier called those values unrecognized and pointed you at the picker, so a configuration you built on purpose read like a mistake you had made. Splitting the states puts red back on the cases worth acting on. Red now means the value is wrong. Yellow means check whether something else supplies it.

Additional Notes

• Yellow is a warning, not a block. Save and publish the workflow as usual.
• Red still catches typos, for example {{contact.frist_name}}.
• This changes the UI only. Values resolve at execution time the way they did before, so anything that ran before still runs.

Preview

A missed call can be a missed opportunity, and your follow up text should not fail simply because the number your customer called cannot send SMS.

Previously, Missed Call Text Back always tried to send the follow up SMS from the same number your customer called. But some numbers are designed primarily to receive calls or may not currently be eligible to send SMS. In those cases, your text back could fail even when another messaging ready number was available in your account.

We’ve improved this experience. Secure Automation will now automatically choose an eligible sending number, helping more of your missed call follow ups reach your customers while staying aligned with messaging requirements.

The result is simple: more missed callers receive your follow up message, while your texts stay aligned with messaging requirements.

✅ Your Missed Call Text Back Has a Better Chance of Reaching the Customer

When a customer calls and you miss them, we’ll still try to text them back from the number they called first, as long as that number can send SMS.

If it can’t, system will automatically look for the next best option:

1. A number you’ve successfully messaged this contact from before
2. Your default outbound number
3. Another eligible messaging number available in the location

This is especially helpful when calls come through number pools, call tracking numbers, unverified toll free numbers, or other numbers that aren’t eligible to send SMS. Instead of attempting the text from a number that can’t send, we’ll use an eligible number when one is available.

Most of the time, nothing changes. The missed caller simply receives your follow up as expected.

In some cases, the SMS may come from a different number than the one they originally called. That’s intentional. We’re choosing a number that can actually send the message rather than letting an important follow up fail.

When someone calls your business and you cannot answer, that first follow up can be important for keeping the conversation going.

With smarter number selection, you can:

• 📩 Reach more missed callers instead of losing the follow up because one number cannot send SMS
• ⚡ Keep follow ups automatic without manually managing which number should be used
• 🛡️ Stay aligned with messaging requirements such as A2P and toll free verification
• 🤝 Respond to potential leads sooner and keep conversations moving even when you miss the initial call

In short, if you have an eligible number available, we’ll automatically use it to give your missed call text a better chance of reaching the customer.

• Answered calls will continue to work as before and will not trigger a text back.
• If Missed Call Text Back is disabled in your Phone System settings, no message will be sent.
• Your contacts’ communication preferences and DND settings will continue to be respected.
• If there is no eligible number available, you’ll see the failed attempt in the conversation along with the reason, giving you clear visibility into what happened.

🗓️ Effective Date

• October 1, 2026 → Verizon and 'Other' Category Carrier Fee Updates

To keep our pricing aligned with current carrier costs and maintain optimal deliverability across global telecom networks, we are updating carrier fees for messaging traffic sent to U.S. numbers via Verizon and select providers in the 'Other' category.

Key changes for outbound messaging via the Verizon network:

• Outbound SMS (Long Code, Short Code, Toll-Free, Authy & Verify): $0.0045 → $0.0050 per message
• Outbound RCS Rich: $0.0045 → $0.0050 per message

Key changes for outbound messaging via 'Other' Category Carrier network:

• Outbound SMS (Long Code, Short Code Group B, Toll-Free, Authy & Verify): $0.0040 → $0.0042 per message
• Short Code Group A SMS: $0.0025 per message (No change)

These updates stem directly from our downstream carriers in response to changing delivery and infrastructure costs across telecom networks.

Updating our rates ensures:

• Continued high-quality service and performance

• Reliable and optimised message delivery

• Direct alignment with global carrier pricing structures

🙏 Thank You

We understand how important clear and transparent communication is regarding billing updates. We are committed to keeping you informed well in advance to ensure these adjustments are as seamless as possible. No action is required on your end. The updated rates will apply automatically from the effective date.

Overview:

Toll-free verification now asks for your Privacy Policy URL and your Terms & Conditions URL. Carriers will begin rejecting any new toll-free verification without both links on September 15, 2026, so both fields are live now and required before you submit.

What's new:

• Two new fields on Step 3 (Messaging use case), directly below your opt-in workflow images. Both are required before you can send the submission.
• Steps 1 and 2 are unchanged. Existing verified numbers are out of scope and need no update or re-verification.

Previously:

• The form didn't ask for policy links, so a missing o policy page only surfaced when Carriers rejected the submission.

Why it matters:

• From September 15, 2026, a toll-free submission without both links is rejected outright. Providing them now keeps your new numbers moving.

What's New

You can now delete a saved payment method from your sub-account. If a card is outdated, expired, or just no longer needed, you can remove it directly instead of leaving it on file indefinitely.

Why It Matters

This gives you full control over the cards saved to your account and keeps your billing dashboard clean and easy to manage — no more sorting through payment methods you no longer use.

Notes

Available for sub-accounts on SaaS v2 system.

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.

List of New Templates

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🚀 1 New Website Templates Published 🚀

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Business Coaching & Consulting - 1

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🚀 1 New Funnel Templates Published 🚀

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Marketing Agency - 1

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🚀 1 New Email Templates Published 🚀

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Business Coaching & Consulting - 1

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🚀 4 New Social Templates Published 🚀

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Other - 2

Home Services - 2

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🚀 2 New Facebook Ad Templates Published 🚀

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Automotive - Car Detailing

Business Coaching & Consulting - Education Tutor

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🚀 5 New Google Ad Templates Published 🚀

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Other - Cell Phone Repair

Medical - Hair Regrowth

Marketing Agency - Digital Content Creator

Legal - Personal Injury Law Firm

Insurance - Commercial Insurance Services

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🚀 7 New LinkedIn Ad Templates Published 🚀

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Finance - Financial Investor

Insurance - P&C Insurance Advisor

Marketing Agency - Digital Networking Services

Creative - Engraving Shop

Business Coaching & Consulting - Learning Specialist

Real Estate - Home Loan Specialist

Finance - Financial Record Keeper

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🚀 1 New Workflow Templates Published 🚀

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Industry-Specific - Insurance Policy Renewal Reminder

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💥 1 Revamped Existing Template  💥

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Updated templates featuring new copy, refreshed images, and improved navigation and heading tags. These enhancements aim to deliver a more engaging user experience and provide relevant, useful content, ultimately improving the functionality and visual appeal of our templates.

Business Coaching & Consulting - Career Coach

👀 What's New?

• You can now target Announcement banners to specific sub-accounts and users, instead of only broadcasting to your entire agency
• Build multi-condition rules — combine conditions like sub-account, country, timezone, or user role, with AND/OR logic
• CTA buttons can now open links in a new tab, so you can safely link out to external promotions or landing pages

👷 How It Works:

1. Open your Announcement, go to the Audience tab
2. Set Agency-level and Sub-account-level visibility
3. Under Advanced filters, choose a field (e.g. Sub-account, Country, User Role), an operator, and a value
4. Add more conditions to refine further — conditions in the same group must all match (AND); add a new group for alternate match paths (OR)

🌟 Why It Matters:

1. Reach the right audience — stop showing every banner to every user; target only the sub-accounts or users a message is relevant to
2. Run smarter campaigns — combine multiple conditions to support promotions, onboarding nudges, or role-specific alerts
3. Link out safely — CTAs can now open in a new tab, so customers keep their place in your app while checking out a linked offer

⏭️ What's Next?

NA

📝 Notes:

1. Available to all agencies
2. Sub-account and user targeting is available now;

What's new?

Workflow Settings now has a Sender domain dropdown under Sender details. Pick any verified dedicated domain on the sub-account and every email action in that workflow sends from it, the same way domain selection already works in Email Campaigns. If the sub-account has no dedicated domains configured, the dropdown doesn't appear.

How it works

The Sender domain dropdown shows all verified dedicated domains on the sub-account, plus All domains.

1. All domains: Enter the sender name and email prefix, such as 'marketing'. Emails continue to send across configured domains using weighted distribution configured in the sub account

1. Specific domain: Select a domain and enter the email prefix. For example, marketing with example.com sends as .

If you enter a full sender email on a different domain. In that case, the sender email overrides the selected domain and a Sender domain mismatch warning appears because mismatched domains may affect deliverability. Sender details set inside an individual email action take final preference over the workflow-level settings.

How to use it

• Add and verify your domain under Email Services, Dedicated Domains.
• Open the workflow, go to Settings, and pick the domain under Sender domain.
• Set a From name and From email, then save. Every email action in the workflow inherits it.

Why we built it

Until now every workflow in a sub-account went out on the same domain. You could change the From address on a workflow, but that only changes the name people see, not the domain the email is actually sent on, so a promo blast and a booking confirmation always rose and fell together. One bad campaign and risks that other email confirmations landing in spam as well.

Now you pick the domain workflow by workflow. Reminders and receipts sit on one domain, promos and cold outreach on another, and a campaign that lands badly costs you that domain alone. You can also try a new domain on a single workflow and watch how it does before moving anything else across.

Simple example

A sub-account sends appointment reminders and payment receipts on mail.acmeclinic.com, and runs its monthly promo nurture on news.acmeclinic.com. The promo volume builds reputation on its own domain, so a bad month there leaves the reminders untouched.

Additional Notes

• Only verified domains from Email Services show up in the dropdown.
• Sender details on an email action override what the workflow settings have, including the domain.
• Email headers configured in your dedicated email settings take priority over the ones in workflow settings.

What's new?

The test phone number field in the Send SMS action now uses the standard phone input with a country flag picker, the same one you see elsewhere in the app. Type your number the way you dial it and the test sends. The old "please add country codes" hint is gone, and the error text is now just "Invalid phone number".

How it works

The picker sits in front of the field and defaults to your sub-account's country. Whatever flag is selected, the number is saved in full international format before the test goes out, so the country is always known. Click the flag to open the list and search by country name or dialing code to switch it.

How to use it

• Open the Send SMS action in your workflow and scroll to Test Phone Number.
• Leave the flag on your sub-account's country, or click it and pick another.
• Type the number in local format and click Send test SMS.

Why we built it

Most people type their own number the way they dial it, without a country code. That failed every time and gave an error that read like the number itself was wrong, so a quick test turned into a guessing game about formatting.

Simple examples

An agency on an India sub-account types 9089786755 to test a reminder SMS. The picker already shows the India flag, so the test sends to +919089786755.

The same agency wants to check the copy on a US client's number. They switch the flag to US, type 4088613552, and the test sends to +14088613552.

Preview

Creating a certificate can now start with a simple prompt. Certificate AI Beta turns your requirements into a complete, editable certificate design in minutes.

🚀 What’s new?

• ✨ Generate with AI: Describe the certificate you want and let AI create the design for you.
• 💬 Guided creation: AI asks relevant questions, such as certificate orientation, to understand your requirements.
• 🎨 Complete designs: AI can use text, frames, signatures, QR codes, and other Certificate Builder elements to bring your certificate together.
• ✏️ Fully editable: Continue customizing your AI-generated certificate directly in the Certificate Builder.
• ⚡ Quick prompts: Start quickly with ideas for course completions, milestones, event participation, training, and more.

📍 How to access

• Go to → Memberships →Credentials and describe the certificate you want to create.

Certificate AI is currently in Beta, and we’ll continue improving the experience based on your feedback. 🚀

The Date Range setting now has a smarter counting mode across Calendars, Services, and Rentals. A new Count available days only toggle lets businesses ensure their booking window reflects real working days — not calendar days that include weekends or days they're closed.

✅ Count Available Days Only Toggle

• A new toggle — Count available days only — now appears directly below the Date Range setting. When enabled, the system skips days outside your availability schedule when counting the date range. A business closed on weekends with a 2-day range no longer shows a blank calendar on Fridays — the window extends to Monday and Tuesday instead.

✅ Smarter Interaction with Minimum Scheduling Notice

• When the toggle is on, the date range starts counting from the first available day after the minimum scheduling notice period ends. Bookers always see the full number of days configured — even when notice rules push the window forward.

✅ Works Across All Calendar Types

• The toggle is available on Meeting Calendars, Services, and Rentals.
• Round robin and collective calendars are supported — a day counts as available if at least one assigned team member has availability on that day.
• Date-specific hour overrides are also respected: days added via date-specific hours count toward the window, and days blocked via date-specific hours are skipped.

1. Go to Calendars → Calendar Settings and click edit on the calendar you want to update.

• For Services, navigate to Services → Global Settings → Service Settings.
• For Rentals, edit a listing and go to Booking Settings.

1. Find the Date range setting.
2. Toggle on Count available days only directly below the Date Range input.
3. Save changes.

• Businesses closed on weekends or operating on custom schedules (Mon/Wed/Fri, Tue/Thu, etc.) no longer see their booking window silently consumed by days they don't work.
• Bookers visiting on a Friday no longer see a blank calendar — they see the next actual working days available.
• The fix works for any schedule configuration, not just standard Mon–Fri businesses — making it genuinely useful for salons, clinics, field service teams, and any business with a non-standard week.
• Minimum scheduling notice and date range now work together predictably — notice clears the required lead time, and the date range fills in the correct number of working days after that.
• Reduces customer confusion and support tickets caused by booking widgets appearing empty when availability genuinely exists in the following week.