Weโ€™ve added powerful updates to help you get more done with less effort โ€“ smarter AI, faster flows, and better control! Letโ€™s dive in:
1. ๐Ÿ“š OpenAI Data Configuration โ€“ Smarter Document Search
Open AI
Upload your PDFs, text files, and more into a Vector Store โ€“ now upgraded for better organization and accuracy.
โœ… AI can now search multiple documents at once
โœ… Give accurate responses based on real business data
โœ… Perfect for FAQs, SOPs, policies, and knowledge bases
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2. ๐Ÿค– AI Conversation โ€“ More Power, More Control
Open AI Improvements 2
The AI settings panel has been fully revamped for clarity and customization:
  • Prompt:
    Write clear instructions (e.g. โ€œYou are a helpful assistantโ€) and insert dynamic variables like
    {{client_name}}
    or
    {{location_name}}
    for personalized responses.
  • Configuration:
    Select your preferred OpenAI model, temperature, max tokens, and control conversation history.
  • Built-In Tools:
    Enable AI to update contact data, search the web, and manage notes โ€“ all during a chat!
  • Functions:
    Connect your APIs with function calling โ€“ just add the URL, method, headers, and schema.
  • Playground:
    Test your AI live using your own business data. See what it says before going live.
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3. ๐Ÿ” AI Lead Qualification Chatbot
AI Lead Qualification Bot2
Let your chatbot ask the right questions and qualify leads 24/7:
โœ… Understand interest, budget, and timeline
โœ… Auto-update tags, stages, and contact info
โœ… Seamlessly hand off to a human when needed
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4. ๐Ÿ› ๏ธ Automation Flow Builder โ€“ Now Easier to Navigate
Automation Flow
Zoom in and out with ease! Our updated UI makes it simpler to build, view, and manage automation flows at any scale.
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5. โœ… Close All Conversations โ€“ One-Click Cleanup
Close All Conversations
Tired of too many open chats? You can now close up to 100 unassigned or open conversations with a single click in Team Inbox.