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Recommended Templates for Dashboards and Reports

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Impact Level: Medium

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Process Guides

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Autocapture Website Clicks

Feature Status: In beta

Impact Level: Medium

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Formula Fields update in Custom Report Builder (AI Assist and more)

Feature Status: In beta

Impact Level: Medium

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New Data Source for Smart Properties: Call Transcripts

Feature Status: Live

Impact Level: Low

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Automated Sales Tax Collection with Commerce Hub

Feature Status: In beta

Impact Level: Low

2 Sep 2025

Remove Whitespace and Format Casing in Text Properties

Feature Status: In beta

Impact Level: Medium

2 Sep 2025