Tenant Onboarding Wizard
A new 6-step onboarding wizard guides new tenants through setup with embedded Stripe billing.
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A new 6-step onboarding wizard guides new tenants through setup with embedded Stripe billing.
A new role-based dashboard serves as the default landing page, with mode switching, KPIs, charts, and dismissable alerts tailored to each user's role.
Onboarding steps can now be customized with your own headings, subtitles, and images for a branded setup experience.
Automatically scan your helpdesk conversation history to extract Q&A pairs for your knowledge base, with real-time progress streaming and duplicate detection.
A new AI-powered Idea Capture flow in the chat widget lets visitors suggest features. Ideas are captured with structured summaries and linked to feedback for your product team.
New automation actions include create person, create company, create deal, convert lead to deal, set lead status, and send to Slack channel. Meeting booking triggers and form field conditions are also supported.
Person detail pages now include an AI-generated recap summarizing key interactions and status.
A new report page shows how your Feature Assists are performing with conversation analytics.
Data imports now show chunk-by-chunk progress so you can track exactly how far along your import is.
Products now support reorder, description fields, and an unsaved changes guard to prevent accidental data loss.