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Create One-Time Invoices from Quotes or Deals with Workflows

Feature Status: Live

24 Mar 2026

Customize Workflow Names for the Enroll in Workflow CRM Card

Feature Status: Live

18 Mar 2026

Improved Notifications for Workflow Issues

Feature Status: Live

17 Mar 2026

Expand current MAM’s organization limit of 5 accounts

Feature Status: Live

11 Mar 2026

Customer Agent can now see images attached by your customers

Feature Status: Live

11 Mar 2026

Multi-Account Reporting

Feature Status: Live

11 Mar 2026

Rate your Customer Agent Reply in Tester

Feature Status: Live

11 Mar 2026

Data Agent: Activities and Transcripts Data Source

Feature Status: Live

11 Mar 2026

Custom events are now available to Pro customers

Feature Status: Live

3 Mar 2026

Add Line Items to Deals via Workflow Actions

Feature Status: In beta

3 Mar 2026

Email workflows

Feature Status: In beta

3 Mar 2026

Cleanup Automation for Unused Reports

Feature Status: In development

3 Mar 2026