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Documentation Index

Fetch the complete documentation index at: https://docs.apten.ai/llms.txt

Use this file to discover all available pages before exploring further.

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New Features

  • Webhooks for Webchat: All webchat-specific events — session started, message sent/received, contact form submitted, session converted, guardrail triggered, and call transferred — are now available as webhooks. Routes through the same multi-endpoint webhook configuration as lead webhooks.
  • Webchat Human Messaging Takeover: A teammate can take over a webchat session in real time, with a 3-state session status badge (active / human-handled / closed) and live agent name display. AI responses pause while the human is in the seat and resume cleanly when the agent ends the takeover.
  • Webchat Mobile Layout: The webchat widget now switches to a fullscreen layout on mobile devices for a native app-like experience, and cleans up properly when closed.
  • Call Transfer Connected Webhook: New webhook event fires the moment a transfer call successfully bridges to a human agent — useful for kicking off CRM updates or attribution at the right moment.
  • Personalized First Follow-Up: After an AI call (or after a lead’s first reply), the next follow-up message is now personalized based on what was discussed instead of using the generic templated outreach. This noticeably improves continuity in multi-touch sequences.
  • Custom Warm-Transfer Hold Music: Upload your own hold music for warm-transfer wait periods, with an inline upload helper in the profile editor.
  • Branded Lead-Transfer Greeting: The greeting played to the lead at the start of a transfer is now spoken in the customer profile’s selected AI voice for consistent branding. Cold transfers also get this treatment.
  • Split First Outreach into Multiple Texts: New per-profile toggle to split the first outbound text into multiple shorter messages — useful when you want to lead with a quick hook before the full pitch.
  • Apology Audio for Missed Warm Transfers: When a warm transfer is initiated but the human agent misses it, Apten plays a brief apology audio to the lead and triggers a follow-up SMS instead of dropping the call silently.
  • External Lead ID on Get Lead API: The Get Lead API endpoint now returns the external lead ID you set when creating the lead, so you can round-trip your own identifiers.
  • Read-Only API Access: The public API now respects member roles, so teammates with read-only roles can call read endpoints without being able to make changes. Useful for multi-user accounts that want to give analysts or external collaborators safe access.

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Improvements

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Voice Bot Enhancements

  • Faster Warm-Transfer Hand-Offs: Warm-transfer latency dropped via internal pre-warming and parallelization improvements.
  • Reliability Fixes for Warm Transfer: Multiple fixes including aborted-response handling, fallback on no-keypress, and stale-state cleanup so warm transfers behave predictably under load.
  • AI-Call History in Voice Agent: Voice bot is now aware of whether a lead has previously had an AI call, so it can vary its opening accordingly.
  • Smarter Background Models: Background tasks (variable extraction, summary generation) upgraded to a newer model for higher accuracy and lower cost.
  • No Call-Reminder Language in First Follow-Up: The first post-call follow-up message no longer includes call-reminder phrasing if the call already connected.
  • Apology SMS for Failed Scheduled Transfers: When a scheduled transfer fails, the lead receives an apology SMS automatically instead of being dropped silently.
  • AI Date-Math Fix: Voice bot no longer attempts its own date arithmetic — all scheduling logic now routes through the dedicated scheduling agent for accuracy.

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Webchat

  • Reliable Reconnection: Webchat widget now reconnects cleanly with the live session and replays buffered messages, fixing rare message-loss edge cases.
  • Off-Center Styling Fix: Chat window now fills its container regardless of the configured position.

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Conversations & Automations

  • Dynamics Tag Sync — Async Setup: Dynamics 365 tag sync now runs in the background with progress polling, so you don’t have to wait on the setup screen for it to finish.
  • Copy Strategy ID: Each strategy card has a copy-ID button for easier cross-referencing in API calls.
  • Strategy Performance Loading State: Strategy performance table no longer shows a false empty state while the data is loading.
  • Conversation Header Polish: Improved conversation header layout for contact info and badges.
  • Floating Save/Discard Bar: Integration settings pages now expose a floating save/discard bar for unsaved changes.

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UI/UX Improvements

  • CRM Unsubscribe Field Alerts: Setup alerts now dynamically show only the missing CRM unsubscribe fields and gate alerts on whether the relevant channel (SMS/voice/email) is enabled.
  • Build & Test UI: Continued polish across the customer profile builder including voice + transfer settings layout, collapsible-summary readability, and time-formatting deduplication.

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Bug Fixes

  • Fixed a crash in the variables dialog when CRM custom fields couldn’t be fetched.
  • Fixed a duplicate pre-generated message occasionally appearing in voice transcripts.
  • Fixed a false unsubscribe trigger when a lead replied “no” to a link-send request.
  • Fixed Tags and Notifications pages not respecting member role permissions.