What's new

• A full typographic hierarchy: The Typography tab in Brand Boards now supports a complete style set - Headings 1–6, Subtitle 1–2, Body 1–2, Caption, and Overline along with basic font settings.
• Smart font mapping with manual control: Brand Boards intelligently map fonts and sizes across the hierarchy by default, and any manual adjustments you make are saved and persist.
• Redesigned preview panel: See your full style hierarchy - headings, subtitles, body text, captions, and overlines - side by side in an updated preview, before applying it anywhere.

Consistent typography across headings and body text is a core part of a brand's identity, not just color and logo. This update lets you define that hierarchy once in your Brand Board, with sensible defaults so you don't have to configure every style manually.

1. Open your Brand Board and go to the Typography tab.

1. Review the default styles across Headings 1–6, Subtitle 1–2, Body 1–2, Caption, and Overline.

1. Adjust any style manually if needed - Font style, size, weight and line height.

1. Check the preview panel to see the full hierarchy together and save the board.

• Available inside Brand Boards for now. Typography will be supported in the Funnels builder very soon, with other builders (Websites, Forms, Emails) to follow.

Built in Meta or Secure Automation? Secure Automation Ad Manager is your place to manage it all.

As soon as you connect your Meta ad account, all your existing Meta campaigns are ready to manage in Secure Automation Ad Manager. Edit a campaign in Ad Manager or in Meta Ads Manager, and we’ll keep both in sync automatically. You can now manage, edit and report on every Meta campaign from one place.

Already connected to Meta? Turn on two-way sync in your Ad Manager settings, and your existing campaigns will appear in Ad Manager.

• Your Meta campaigns, ready instantly: Connect your Meta ad account and you can also choose which campaigns to sync by campaign status and time period. Your campaigns, ad sets and ads come into Ad Manager in the background, so you can keep working while they sync.
• Edit anywhere, stay in sync: Changes made in Ad Manager go to Meta, and changes made in Meta come back to Ad Manager, automatically.
• See where each campaign came from: Your Campaigns page now shows two sections, Created in Ad Manager and Synced from Meta, plus an All Campaigns view. A badge on each campaign shows where it was created.

• Edit in the builder you already know: Synced campaigns open in the same full-screen Ad Manager campaign builder you use today, and your advanced Meta settings stay untouched.
• All your results in one report: Your campaign statistics - Impressions, Clicks, Spend, Conversions, Leads, CTR, CPC, CPL and more are reported the same way for every campaign, wherever it was built.
• Refresh or update your selection anytime: Click Refresh under Meta Account Settings to pull in the latest Meta changes on demand, or change which campaigns you sync whenever you like. Your changes sync nearly instantly.

New to Ad Manager? Connect your Meta ad account

1. Go to Ad Manager → Link Meta Ad account.
2. Choose to import all existing campaigns or select the campaigns to sync by campaign status and time period.
3. Click Connect account. Your campaigns start syncing in the background.

Already connected to Meta? Turn on sync

1. Go to Ad Manager → Settings → Meta Ad Account.
2. Turn on the Sync toggle.
3. Choose the campaigns to sync by campaign status and time period, then click Save.

Manage your synced campaigns

1. Go to Ad Manager → Campaigns → Synced from Meta.
2. Click a campaign to open it in the builder, or expand it to see its ad sets and ads.
3. Make your changes and save. They're sent to Meta automatically.

• You can keep using the Secure Automation Ad Manager while your campaigns sync.
• To customise which campaigns to sync, go to Ad Manager → Settings → Meta Ad Account.
• Campaigns sync in near real-time, so your changes show up in both places almost instantly.

• Get started in minutes: Bring your existing Meta campaigns into Ad Manager the moment you connect.
• Everything in one place: See and manage every Meta campaign from Ad Manager, including ones you built directly in Meta.
• Always up to date: Budgets, statuses and creative match across Ad Manager and Meta, so your decisions are based on current numbers.

• See a template in your own brand colors before choosing it: The template modal's preview now shows a list of your Brand Boards on the right, so you can preview any template styled with your brand colors before selecting it.
• Brand applied on load: Once you pick a brand board from the list, the chosen template loads already recolored to match.

Picking a template used to mean choosing a generic design, then manually recoloring it to match your brand afterward. Now you can see exactly how a template will look in your brand colors before you even select it, so there's no rework afterwards.

1. Open the template modal from any supported builder.

1. Select a template to preview.

1. In the preview, choose a Brand Board from the list on the right.

In case you do not have a brand board, setup one from scratch from the right side

1. The preview updates to show the template in those brand colors.

1. Click on 'Choose template' to apply it with your brand colors already in place

• Available in the template modal's preview only in this release.
• Recoloring is based on your saved Brand Board colors; editing those colors won't retroactively update templates you've already applied.
• In case a brand board is not setup, click on the button on the right side "Setup Brand Board" in the preview section

• Create a board without leaving the builder: Clicking "Create brand board" from the email builder's color picker used to redirect you to a new tab. It now opens a quick-create modal right in place.
• Import your brand automatically, or start from a preset: Paste your website URL to pull in your brand colors, logo, and fonts instantly, or pick from a set of ready-made style presets (or start from blank) to begin.
• Fine-tune colors, fonts, and logo before saving: Once you've picked a starting point, adjust brand colors, add fonts, and upload your logo - all within the same modal.

The old flow sent you away from what you were working on just to set up a brand board, and a lot of users never came back to finish. Now you can create and customize a board in a few clicks, and your brand colors show up as swatches in the color picker immediately - without losing your place in the email you're building.

1. Open the email builder and go to the color picker.
2. Click "Create brand board" (Only visible when you do not have any brand boards setup)

1. Paste your website URL to import your brand automatically, or choose a preset style to start from.

1. Adjust colors, fonts, and logo as needed, using the tabs on the left.

1. Save - your brand colors now appear as swatches in the color picker.

• Available in the email builder's color picker for now. Support for other builders (Websites, Funnels, Forms) is planned for future releases.
• Editing brand boards and switching between multiple existing boards will be a part of the next releases.

• 11,000+ icons, emojis, and illustrations: A native Graphic Library is now available inside the Funnel, Website, Store, and Webinar Builders, with category browsing and search.
• Color customization for icons: Icon colors can be customized to match your page design.
• AI-generated and custom uploads: Beyond the built-in library, you can generate new illustrations with AI or upload your own graphics.
• Attach to elements or drop as standalone: Add graphics as standalone elements on the canvas, or attach them to existing elements, such as a leading icon on a button or heading.

Native icons and emojis are among the most requested builder capabilities - users previously had to source graphics from third-party sites and upload them, or rely on workarounds like the SVG element or buttons with hidden backgrounds. The Graphic Library removes that friction and lets you create custom illustrations with AI whenever the library doesn't have what you need.

1. Open a page in the Funnel, Website, Store, or Webinar Builder.
2. Open the Graphic Library from the left panel, from an element's settings, or by typing ":" while editing text.

1. Switch between Icons, Emojis, and Illustrations tabs, browse by category, or search.

1. Click or drag a graphic onto the canvas, and change its color if needed (icons only).
2. To create a custom illustration, generate one with AI or upload your own. You can see the Generate with AI button in the screenshot below:

• Color customization is available for icons only, not illustrations.
• Available now in Funnel, Website, Store, and Webinar Builders.
• Bringing this to other builders including emails soon.

• Switch templates without leaving the builder: A new icon in the Email Builder's top tray opens the Template Library modal, so you can browse, search, and apply a different template to your current email.
• Replace with confirmation: Applying a new template replaces the content on the canvas. If your email already has content, you're asked to confirm before anything is replaced.

Previously, a template could only be chosen when an email was first created - switching meant exiting the builder, picking a new template, and starting over. This was a common enough pain point that a notable share of users were re-creating emails from scratch just to get a different template. Now you can switch templates in place, without losing your work until you confirm the swap.

1. Open the Design editor Email Builder.

1. Click the template switch icon in the top tray.

1. Browse or search for a template in the modal.

1. Select a template and confirm to replace the existing screen

• Only available in the design editor for email builder for now. Future releases will cover other use cases as well
• Will be soon available for other builders as well

• Brand color swatches: The QR Code section now shows your Brand Board colors as selectable swatches, so you can color-match a QR code to your brand without entering hex codes.
• Global custom colors: Your saved custom colors are also available alongside brand colors, giving you the full color set you already use elsewhere in the builder.

QR codes often end up on printed materials, signage, and marketing assets where brand consistency matters. This update lets you apply your brand or custom colors directly from the swatches you already have, instead of guessing hex values or leaving codes in plain black and white.

1. Open the QR Codes section.
2. Select a QR code to edit (or create a new one).
3. In the color picker, choose from your Brand Board swatches or your saved custom colors.

TikTok Ads is now in Secure Automation Ad Manager, alongside Meta, Google and LinkedIn. You can build, publish, manage and measure TikTok Lead Generation campaigns without leaving Secure Automation. Your TikTok Ads Campaign collects leads through Instant Forms and TikTok Direct Messages.

1. TikTok in the campaign builder: Create TikTok Lead Generation campaigns in the same ad campaign builder along with existing channels
2. Collect leads your way: Choose where your leads come in:

• Instant Forms: Pick one of your existing TikTok Instant Forms so people can submit their details right from your ad.
• Direct Messages: Let prospects message your TikTok account. Build a message template with a greeting and suggested questions, or set up an automated chat that collects contact details.

1. Ad group controls: Set your budget and schedule, bidding strategy and reach the right people with targeting based on detailed interests and behaviors.
2. Carousel image and video ads: Upload multiple images or one video per ad, and see a live preview of how it will look in the supported TikTok placements before you publish.
3. Performance in one place: TikTok results now appear in Statistics next to your other channels.
4. Easy campaign management: Your TikTok campaigns show up in the Campaigns table you already use. Edit, pause, resume or duplicate them in a click.
5. Connect and manage your TikTok account: Connect and manage your TikTok Business Center and ad account right from Ad Manager settings.

1. Go to Ad Manager → Settings → TikTok → Ad accounts and click Connect account.

New to Ad Manager?: Go to Ad Manager → Click Connect TikTok

1. Click Connect TikTok Lead Ads, sign in with your TikTok account and approve the requested access.

1. Select your Business Center and Ad account, then click Save.

1. Go to Ad Manager → Campaigns → Create Campaign → TikTok → Start from scratch.

1. In the Ad Group, choose your Conversion location - Instant Form or Direct Messages, then set your budget, schedule and audience.

1. In the Ad, pick your Destination (Instant Form or Direct Message Template), select the TikTok account, upload your creative, and add your ad text and CTA.

1. Click Review → Publish.

💡 Note: If you plan to use Instant Forms, you are required to create them in TikTok Ads Manager to be ready to use in your campaigns.

Reach TikTok's audience and turn scrolls into leads!

• All your paid lead generation in one place: Plan, launch and report TikTok Ad Campaigns next to Meta, Google and LinkedIn.
• Expansive Reach across quality users:Reach engaged audiences on TikTok and target by interests and behaviours to reach the right audience.
• Launch with confidence: Built-in checks catch missing details, unmapped forms and accounts that aren't ready before you publish.
• Manage all your ad spend in Secure Automation: One of the most requested ad channels now sits alongside the rest, so you don't need a separate tool for TikTok.

Your AI agent Action in workflows can now live on its own page. Turn on a hosted chat page inside the AI Agent Action, share the link, and your customers chat with the agent directly. No website, no widget, no code.

• Hosted Chat Page: Every AI Agent Action can get its own shareable link from the Share section.
• Verified Visitors: Visitors sign in with their email and a one time code. The email must belong to an existing contact in your account.
• Page Appearance: Set a display name, avatar initials, and a welcome message that visitors see first.
• Suggested Prompts: Add quick replies so visitors can start a chat with one click.
• Unavailable Message: Choose what visitors see when the page is offline.
• Offline or Live: The page stays offline until you switch it on. Preview it before you share it.
• Full Chat Experience: Visitors can type or dictate, start a new chat, and come back to past chats in the sidebar.
• Agent Chats: See every session in one place, with each message, the tools the agent called, and the tokens used.

1. Go to Automation > Workflows.
2. Open your AI Agent Action.
3. Scroll down to Share and click Set up shareable link.
4. Add the display name, avatar initials, welcome message, suggested prompts, and unavailable message.
5. Click Create link.
6. Publish your workflow.
7. Switch the Hosted chat page from Offline to Live.
8. Click Preview to open the page as your customers see it.
9. Share the link.
10. Open the agent chats from the Share section to review each session.

Important: Each visitor reply is billed like an AI Agent execution in your workflow. The link stays offline until the workflow is published.

The goal is a support page where customers handle their own tickets.

The AI Agent Action gets one instruction ("you are an assistant for a software company") and the ticketing actions as tools: find a ticket, add a note, create a ticket, and more.

On the shared page, a customer signs in and asks "What's the status of my ticket?" The agent finds the ticket and answers with its status, owner, and last update. The customer then dictates two new bugs. The agent adds them to the ticket as a note. Then the customer asks for a separate ticket, and the agent creates it.

An AI agent used to work only inside your workflow. Now your customers can talk to it directly.

Self service: Customers get answers and take action on their own, at any hour.

Any use case: Ticketing is one example. Share any agent you build, from support to bookings to lead qualification.

Full visibility: Every session, every tool call, and every reply is there for you to review, so you always know how your agent performs.

• Only verified visitors can chat. A visitor must already be a contact in your account.
• AI replies can be wrong. The page shows this note to visitors.

Overview

We've expanded the filtering capabilities in Conversations with six new filters, giving users more control over how they organize and manage their inbox. Users can now filter conversations by Channel Account, Last Call Status, Contact Type, Opportunity Pipeline, Opportunity Stage, and Opportunity Status. Previously, finding conversations associated with a specific phone number, missed call, or opportunity required manually scanning the inbox or switching between Conversations, Contacts, and Opportunities. With these new filters, teams can quickly narrow down their inbox, identify conversations that need attention, and take action faster. All six filters can also be combined with existing filters using AND/OR conditions.

What's New?

We've introduced six new filters in the Conversations filter panel:

• Opportunity Pipeline: Filter conversations based on the pipeline associated with a contact's opportunity. If a contact has opportunities across multiple pipelines, the conversation appears if at least one opportunity matches the selected pipeline. Teams managing multiple sales pipelines can focus on conversations associated with a specific sales process.
• Opportunity Stage: Filter conversations based on the stage of a contact's opportunity. Available stages are displayed based on the selected pipeline. Sales reps can quickly find conversations with contacts in stages such as Appointment Scheduled, Proposal Sent, or Negotiation and prioritise follow-ups.

• Opportunity Status:  Filter conversations based on the status of a contact's opportunity: open, won, lost, abandoned. Teams can focus on active opportunities, reconnect with lost deals, or review conversations associated with closed opportunities.
• Channel Account: Filter conversations based on the specific channel account associated with the most recent message, such as: a specific phone number, connected Facebook page, connected Instagram account. Agencies managing multiple phone numbers or social accounts can focus on conversations associated with a particular number or page instead of navigating through the entire inbox.

• Last Call Status: Filter conversations based on the outcome of the most recent call, such as: completed, no answer, voicemail. Sales and support teams can quickly identify unanswered calls or voicemails and prioritise callbacks.
• Contact Type:  Filter conversations based on the contact's type, including Leads, Customers, and any custom contact types configured in the sub-account. Teams can separate conversations with leads from those with existing customers, making it easier to manage sales follow-ups and customer support.

How to Use:

• Go to Conversations. Click the Filters icon at the top of the conversation list.
• Open the Filter Type dropdown and pick one of the new filters.
• Select one or more values, such as a channel account, a call status, or a pipeline stage, and click Apply.
• Add more filters to combine conditions. Use Clear to reset the inbox.

Why It Matters

This brings CRM context into the inbox so teams can act on the conversations that matter right now: the missed calls that need a callback, the open deals waiting on a reply, or the customers who need support, without scrolling past everything else or jumping between Conversations, Contacts, and Opportunities.

Keep one Contact connected to every Company they work with. Primary Company is a system label that can't be edited, so create a new association label between Contacts and Companies and use it to link consultants, shared finance contacts, and owners across accounts without duplicating their details or replacing their Primary Company.

• Multiple Company links: Create a custom association label between Contacts and Companies that allows many Companies, and link a Contact to every Company they work with.
• Keep adding after the first: Link another Company from the Contact’s associations.
• Link from either side: Add Companies to a Contact or link an existing Contact from a Company’s Associations tab.
• Primary Company stays central: Domain name automation and business name automation associate Contacts with Companies under Primary Company by default. Additional custom links sit alongside it.

• Manage people across accounts: One consultant can be connected to each client Company using the same Contact record.
• Keep shared contacts easy to find: Link an accountant to the Companies they support.
• Avoid duplicate records: Maintain a person’s details once while representing their connections to several Companies.

1. Enable Association Labels and Multiple Companies for Contacts in Labs.
2. In Settings > Objects > Companies > Associations, click Create association, choose Contacts, name the labels, and set the relationship to Many Companies.
3. Open a Contact, click Add next to Companies, select the Company, and choose the new label.
4. Save and repeat for other Companies within the label's limits.
5. You can also open a Company and link the existing Contact from Associations > Contacts.

• Primary Company can't be edited: It is a system label that links one Company per Contact. Use a new association label for every additional Company.
• Use existing records: Search for the Contact and Company before creating duplicates.
• Check relationship limits: The selected association must allow the number of Company links your process needs.
• Company merge fields use Primary Company: Linking additional Companies does not change which Company supplies values for these fields. Keep Primary Company accurate so your content uses the intended Company details.

Learn more - Support doc

Start workflows automatically when a new association connects CRM records. Use the associated object and relationship label to decide when follow-up should begin.

• All CRM record types: Works with Contacts, Opportunities, Custom Objects & Companies.
• Three workflow types: Available in standard workflows, Custom Object workflows, and Company workflows.
• Relationship filters: Choose the associated object and association label to control when the workflow runs.

A new relationship can be the signal to act. Notify the team when a buyer is linked to a property, create a follow-up task when records are connected, or start an onboarding process.

1. Enable Association Created Trigger in Labs.
2. Go to Automation > Workflows and open a supported workflow.
3. Add the Association Created trigger.
4. Under Association created with, choose the associated object. Click Add filters to add an Association label filter and choose the label.
5. Save the trigger, add your actions, and publish.

• Start with the record that should enrol: Choose its workflow type, then configure the associated object.
• Use labels for precise follow-up: Target the relationship role that matters to your process.
• Validate with a new association: Create a matching link after publishing and check Enrollment history and Execution logs.

Learn more - Support doc