Skip to main content

​
New Features

  • Timeline events on Add Context: The Add Context API now accepts an event field for things that happen at a point in time — a status change in your system, a completed application step, a booked meeting. Unlike context (standing facts and instructions), an event is recorded in the conversation timeline with a timestamp, so the AI knows when it happened relative to the lead’s messages, treats it as news the lead hasn’t seen yet, and can bring it up naturally or move the flow-chart conversation forward in response. Send event, context, or both in one call.
  • State-Specific TCPA Controls: Store a lead’s state and configure state-level outreach windows, holidays, blackout dates, and rolling contact limits in Settings → Compliance; Apten applies the more restrictive rule for leads with a recognized state. See State-Specific TCPA Compliance.
  • Webchat Branding Builder: Customize your widget’s logo, header text, launcher style, color, and position with a live preview, then copy the generated installation code.
  • Metrics Saved Views and Advanced Filters: Save shared metric views with profile, tag, custom-field, include, exclude, date, and tab filters, and apply the same filters to exports.
  • Inbound SMS Attachments: Messages with inbound SMS attachments are now identified in conversations and can be filtered in the dashboard.
  • Archived Customer Profiles: Move profiles between Active and Archived lists so older configurations stay available without cluttering the active workspace.
  • Update CRM Records in Automations: Write values back to writable Salesforce or Dynamics 365 fields during an automation run.
  • Webchat Notifications: Notifications from webchat conversations now appear in the inbox with a direct link back to the relevant session.
  • Use Your Own Salesforce App: Connect Salesforce with your organization’s own connected app when your security or governance policies require it.
  • Per-Step Webchat Auto-Conversion: Message steps can now keep an eligible webchat session from auto-converting while that step is active.
  • Call Dispositions: Define your own call outcome categories, like Qualified or Left voicemail, with prioritized conditions, and Apten labels every completed voice call with the first one that matches. Subscribe to the new call.dispositioned webhook to send each outcome to your CRM. See Call Dispositions.
  • Lead Management: Filter and select leads in a table to turn them off, add context, switch profiles, send a message, or use the new Switch to no follow-up action, which stops follow-ups but keeps answering replies, without building a CSV. See Lead Management.
  • Delay Steps in Automations: Pause a run for anywhere from 1 minute to 30 days before the next step, for example to wait a day after a CRM record is created before reaching out. See Delay.
  • Response Heatmaps: The Metrics page now shows which days and hours leads reply to texts (General tab) and pick up calls (Calls tab), in each lead’s local time, so you can see when outreach lands best.
  • Voice Capacity in Settings: Admins can see their simultaneous-call limit, set how many lines are reserved for inbound calls, and review active-call and waiting-call history under Settings → Voice. See Settings.

​
Improvements

  • Time-of-Day Export Filters: Filter Data Explorer results by start time, end time, and UTC or local timezone instead of whole days only.
  • Dataverse Lookup Fields in Automations: Use lookup fields when choosing watched fields, filters, and branch conditions in Dynamics 365 automations.
  • CRM IDs in Lead Exports: Lead exports now include the external CRM record ID when one is available.
  • More Relevant Search: Dashboard and webchat search now update as you type and return results in a more useful order.
  • Accessibility Improvements: Updated dashboard controls and navigation for more reliable keyboard and assistive-technology use. See Accessibility.
  • Custom Missed-Transfer Message: Choose what a lead hears when no agent answers a warm transfer, or keep the default recording. See Warm Transfer.
  • Lower-Priority Initial Calls: Set lowPriorityInitialCall on Create Lead, or turn on Lower-priority initial call in the Automations Create Lead action, so aged or lower-value leads are called after your fresh ones.
  • Select All on Export: Export every lead that matches your filters in one step from Lead Management.

​
Bug Fixes

  • Fixed live message delivery so new messages appear faster and retry cleanly when a connection briefly drops.
  • Fixed cross-channel opt-out handling so a lead’s request is routed to the channel they actually referenced.
  • Fixed date wording in event reminders so relative dates stay accurate.
  • Fixed inbound emails that contain only formatted (HTML) content so they’re read and answered like any other email.
  • Fixed requests to slow down, such as “please don’t blow up my phone,” being treated as opt-outs; leads who ask for less contact are no longer unsubscribed unless they ask to stop entirely.