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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.

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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.

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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.