Changelog

Improved

• Logo on the sign-in pages — The sign-in and other signed-out pages now show the full ellocharlie logo in place of the small mark and typed name.

New

• Reviews report — A new Reviews report under Insights watches a brand's Google and Trustpilot reviews once you connect DataForSEO from the Apps page.
• Seamless.AI integration — Connect your own Seamless.AI account to import contacts, find and add new people, and fill in missing details on people and companies.
• LeadMagic enrichment — LeadMagic is now available as an enrichment provider for people and companies, listed in Settings → Enrichment.
• Helper mode demo — Workspaces with helper mode can set up an example parent and child account and open the widget as either side to try it out.

Improved

• Helper mode switch in the widget — The Helping others / My support switch now sits on its own row below the widget header, so the header keeps its title.

Fixed

• Attachments in the help desk — File attachments are now easy to read in agent replies, and customers' attachments show as a plain card instead of a blue one.

New

• Shipping and warehouse integrations — ShipStation, ShipHero, Packiyo and Shippo are now on the Apps page, bringing orders, shipments, products and stock into your Objects.
• Loop Returns integration — Connect Loop Returns to see your customers' returns as Objects.
• NetSuite integration — NetSuite is now on the Apps page, bringing customers, invoices, sales orders, items, vendors and purchase orders into your Objects.

Improved

• PostHog integration — PostHog now connects with just your project token and region, and sends your CRM activity into your PostHog project as events.

Fixed

• Ticket description saving — The Save button on a ticket's description now saves the ticket straight away instead of waiting for the page's own Save.

New

• Shipsidekick integration — Connect Shipsidekick from the Apps page to bring orders, shipments, products, inventory, bins and purchase orders into your Objects.

Improved

• Object cards — Object cards can now show a title of your choosing and format each field (as currency, a date and so on), and the same card appears on record pages and in the preview.

Fixed

• Object record rows — Records synced from an integration no longer repeat the integration's name on every row of a record page.

Fixed

• Finished sequences — People who reach the last step of a sequence now move to Completed, even when the sequence has no Exit step.
• Email delivery tracking — Delivered, bounced and other email events are now recorded again for sequences, broadcasts and automation emails.
• Update notice logo — The update notice now shows the ellocharlie logo instead of your workspace's logo.

New

• Mute bell alerts for new emails — You can now turn off bell notifications for new emails in your profile's Notifications settings.
• Filters on object records — The records table for a custom object now has filters, and search also finds records by the names of linked records.

Improved

• Closing conversations — The Close Conversation setting now decides whether customers hear about a close on chat, email and Slack alike, and agents can still choose to let the customer know on any close.
• Send Article — Send Article lists each article once in your default language, with a language pill to send a translation instead.
• BigTime Active only — With Active only on, the next BigTime sync removes data for inactive clients, projects and staff, archiving the companies of inactive clients so they can be restored.
• Favorites panel — Favorites now opens as a panel under the header instead of covering the whole screen.

Fixed

• Saved views — Saved views whose link included a search no longer open to a page-not-found.
• Digest delivery hours — Digest delivery hours on your profile now follow your Date & Time format.
• Linked ticket chip — The linked-ticket chip at the top of a help desk conversation now stays on one line.

New

• Apps page — Settings → Integrations now opens the same Apps page as the header's Apps button, so browsing and connecting apps looks the same everywhere.

Improved

• BigTime settings — BigTime's configure page is now a single page that saves as you go, with a Sync status panel showing live progress for each kind of data.
• BigTime syncs — BigTime syncs now skip inactive projects when Active only is on, bring in invoices and payments first, and run one at a time per workspace.
• Business-email-only forms — On a form that accepts business emails only, a submission sent to its endpoint URL from a personal address now goes to Spam instead of being rejected.

New

• Email inbox for leads — Forward an address like hello@ to your own lead inbox, then review each email on Leads → Email and turn it into a lead with one click.
• Arrange the company page's right rail — Admins can now choose and order the related-record sections shown in the right rail of every company page.
• More from custom objects — Object records gain a table view, fields that link to other records, configurable cards on record pages, and a setting for which pages each type appears on.

Improved

• Project settings card — The project settings card is regrouped so related options sit together and the access PIN has its own row.
• Saving answers on portal steps — In the project portal, a step with unsaved answers shows a Save button, and a partly filled form can be saved before it is complete.
• Checking off company tasks — Checking a task on a company page completes it right away, the same as on people and leads.
• Slack team matching — The Team → Slack mapping now checks Slack live, so teammates are matched by email instead of showing as unmatched.

Fixed

• Scheduled digests and recaps on time — Notification digests, the help desk recap and Recap Radar now send at the top of the hour you chose.
• BigTime staff sync — Syncing staff from BigTime now brings in the firm's whole team instead of a single row.

New

• Redesigned ⌘K search — Command search now groups results, lets you narrow them with scope pills, and adds keyboard shortcuts like G then P to jump to a page or N then D to create a deal.
• Bookings tab with CRM details — Each scheduler's Bookings tab shows who booked in the context of your CRM, flags duplicates, opens a booking in a side sheet, and quietly sets aside bookings from blocked senders.
• Choose whether bookings and forms create leads — Schedulers and forms now have a workflow step that decides whether a submission creates a lead, and new ones start with it turned off.
• Its own Slack channel for feedback — Slack settings now let you send customer feedback to a channel of its own.

Improved

• Business email only on forms — Forms set to accept business email only now enforce it everywhere a form can be submitted, and submissions from people already in your CRM are recognized.
• Scrolling long help desk threads — A "Scroll for more" chip appears when a conversation has more below, and a thread at the bottom stays there as images load.

Fixed

• Slack channel names — Slack settings show channel names instead of raw channel IDs.
• Pipelines list headers — Column headers on the deals list now stay pinned under the top navigation while you scroll.