Changelog

Follow up on the latest improvements and updates.

RSS

improved

Calls

Call History Links

You can now view the call history and see which call you are currently viewing (if you are viewing one silly) and you can navigate to other calls to see every call a customer/prospect has made.
Screenshot 2024-09-24 at 5
Call History
many customers call in more than once, or you might even have a campaign that called them. With Call History you can view a call's history at the bottom of the page within the timeline. If you are looking at the contacts there is a new button to open a call history dialog so you can easily see what calls that contact has been associated with.
Screenshot 2024-09-20 at 10
NOTE: We plan on adding linking to these calls in an update in the next few days
Contact Uploads (Improved)
Contact Uploads were previously allowed to omit last names. This has been corrected as they are required in campaigns. We have also updated how phone numbers are uploaded to make sure no matter what format you use we can upload them.
We got some updates many of you have been requesting. We wanted to make it as easy as possible to use as well so we made sure to spend extra time on making a solution that doesn't require having to setup more things.
Contact Custom Fields
  • You can now add custom data to contacts
  • Easily upload any additional data you want through our upload tool
  • See all fields that are allowed on any smart input by using the
    "@"
    character
  • Campaigns will alert you to what fields will be in use
  • Contacts will allow you to add or modify any of these fields
Screenshot 2024-09-13 at 1
Screenshot 2024-09-13 at 1
Use Case Copy & Paste
Sharing is caring and we love that many of you want to share use cases with each other. We now have the ability to share these between users. For now its just able to share one at a time but we have plans to bring Use Cases to Scripts, for outbound calls, and we will enable more sharing of all your use cases. Just use the copy button on the bottom of the dialog and the paste on the top of the dialog. There is a format for these to maintain so they only work if you do not remove the formatting; this is especially true for the variables.
Screenshot 2024-09-13 at 1
Voices
More new Voices available now that have been carefully selected. Also we are introducing some Colombian and Dominican accents!
Screenshot 2024-09-17 at 10

new

improved

Design Updates

Screenshot 2024-09-03 at 1
You might have noticed a few changes to our styles over the last few weeks as we tested things out. We noticed our original styles were a bit too one color. We have added a softer version of our purple as well as kept the size of the buttons a little smaller overall with the more important the button the slightly larger it is.
Testing
This change also helps us align with our goals of making sure testing is automated as much as possible so we can release new features more often with less likelihood of releasing bugs. These new styles are built in mind for this.
Performance
We also found some performance bottlenecks on a few pages and these style updates allowed us to find the culprit and remove the issues; so a few pages now load faster too!
Future
Finally, we are working on more themes (
cough
dark mode
cough
)
We have been creating separate events for notifications and we are ready to help create rules around notifications so you can ignore events you do not care about or have different emails for different types of events. All choices allow for multiple to be selected (i.e. Inbound and Outbound). Voicemail and Campaign conditions do require Outbound to be selected. Feel free to update your settings at any time.
Screenshot 2024-08-27 at 9
Easier Call Ratings and Flags
We got some great feedback that it would be nice to have ability to add flagged or reviewed and also change the call rating direct from the Calls page where you see all your calls.
Screenshot 2024-08-27 at 9
First things first the wait is over. We have released our beta of multilingual support. This means GAIL can now accept calls in Spanish and if you create scripts in Spanish it will also start conversations in Spanish. To start you will need to update your languages supported under the voice in settings. There are also even more voices now too!
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User Role
We now have a user role instead of just admin. This role allows a user to only access the "MAIN" part of the navigation so you can make sure changes to your account are only from admins.
Screenshot 2024-08-21 at 5
Contact Source
Contacts have been updated to support contact source, currently GAIL or Organization created. This paves the way for GAIL to create a contact when a new caller calls in. This will soon enable some new features allowing GAIL to know who is calling based on past conversations. Also coming soon is better contact searching.
Screenshot 2024-08-16 at 2
Bug Fixes
  • Handbook no longer creates second duplicate after creating duplicate when saving

new

improved

Partners

Agency Zoom Small Update

While we have been working hard at fixing and improving Agency Zoom's integration we do catch errors at times. For that reason we have a new errors page so you can see any errors that happen. In many of these cases the script trying to be used is incorrectly spelled or similar and this can help you identify these issues among others as well.
Screenshot 2024-08-08 at 3
Sponsored Partners
We have also added a few sponsored partners as well. These companies can help increase your benefit even more through GAIL and we think they might help many of you. Check them out on the partner page!

new

improved

fixed

Transfer Hub

Directory

Calls

Directory, Transfer Rules, and new voices

We've been hard at work with some big changes that just happened to line up in a single release.
Directory Library
First in the directory we've added a new third party library. We have compiled a list of common third-parties so it's easier to add them to your directory. We've also added a new feature to allow you to control direct transfers on a directory contact so you don't need to create as many Transfer Hub rules.
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Transfer Hub Fixes
Secondly, we know it's been a pain point for a while and the complexities of transferring have been an issue for some of our customers. We've poured over every call that has had a transfer issue and have been working hard on a series of fixes that should make transfers much more reliable. Along with the fixes we also now allow simple transfer rules for direct transfers in the directory. The logic before this release was set to during business hours. If that is what your agency needs then no changes are needed, but if you want more control now you have it at the click of a dropdown and a save button.Screenshot 2024-07-31 at 1
New Voices
Lastly we have added a few new voices. These new voices have been vetted by our team to work well for many cases including the upcoming support for bilingual communications
Screenshot 2024-08-02 at 2

new

fixed

Handbook

Scripts

Calls

GAIL Call Notes, Flags, and Ratings

We've got a good one for you today, from feedback from many of you we saw a great need for more info to be editable on calls to help track, well, almost anything.
Internal Notes
  • Caller Rating (you get to turn this on for inbound calls and for specific campaigns)
  • Your Rating (you get to score the call, this will directly be used to help train GAIL to do better)
  • Flagged (you can flag a call for any reason)
  • Reviewed (you can mark a call reviewed)
  • Notes (GAIL will be adding notes for you as well as you can add any number of notes yourself too)
  • These are also seen (except notes) on the Calls search page
  • Available on both desktop and mobile
Screenshot 2024-07-23 at 1
Call Survey Rating
You can choose to have call surveys in 3 places
  • Receptionist Handbook allows you to give call surveys to inbound calls
Screenshot 2024-07-19 at 4
  • Call Scripts: allows you to have default settings for certain scripts for call surveys
Screenshot 2024-07-19 at 4
  • Campaigns: allows you to choose at the time you create campaigns to have a call survey and will use the default from the call script chosen
Screenshot 2024-07-19 at 3
Bug Fixes
  • Name of Call Scripts can include special characters now without breaking
  • Simplified data for Smart Setup
  • Campaigns will properly close now (you can get reports again)
Coming Soon
  • Ability to search calls based on ratings and flags (this update will include a host of other updates around searching calls and communications)
We know the Handbook can handle a great many things, but as you add more its easy to make mistakes or make it hard for GAIL to understand what you want and how it should handle all of your use cases. Instead of having to perform many test calls, only a few should be needed after a review by GAIL that will analyze your Use Cases and give you informed feedback on what changes it would recommend. You can approve or decline any feedback given. We do still recommend you test your Handbook after changes and review just to make sure it is up to your standards as well.
This review can be run manually or it will run automatically after every save.
Key List of Features of Review
  • Review Use Case to confirm information is provided in an easy to understand way
  • Review Use Case to confirm data is not overly redundant or duplicative
  • Review Use Case to confirm enough information is provided
  • Review Use Case to confirm actions are not out of order
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