Changelog

New

• Write an eDoc template here — In eDoc templates you can now write a template in ellocharlie itself instead of uploading a Word file, and it appears on deals and companies once you make it available.

Improved

• Customer replies on tickets notify the team — When a customer replies on a ticket from the support portal or the chat widget, the ticket's owner, assignees and watchers now get a notification.
• Booking pages stay up to date — Booking pages now pick up changes to the host's calendar while a visitor is choosing a time.
• Signing links last 48 hours — New eDoc signing links work for 48 hours, the email says so, and the document shows when each pending signer's link expires.

Fixed

• Knowledge base articles — The knowledge base document list, creating an article and the article editor work again.
• A calendar that needs reconnecting — When a host's Google Calendar can no longer be read, their booking page no longer offers times that might clash; it shows Reconnect needed and tells the host.
• Preset Questions report and chip history — The Preset Questions report and the chips History panel show their data again.

Security

• Chips stay within your workspace — Chip and page group settings can now only be read and changed within your own workspace.

Improved

• Edit an eDoc draft on the page — An eDoc draft now opens on its document, with every field highlighted where it sits; click one to change it and the draft saves and redraws straight away.

Improved

• Contracts are now called eDocs — Contracts and contract templates are now labelled eDocs and eDoc templates throughout the app, with no change to the API or links.
• A different value in each place a tag appears — A typed-in tag used several times in an eDoc template can now take its own value in each place, labelled with the words around it.
• Tabbed eDoc drafts — An eDoc draft opens as three tabs (Fields, Signers and Preview), and a draft can now be deleted from there.

New

• Contract templates with built-in e-signing — Upload a Word template, make a contract from it on a deal or company with its details filled in, and send it to your customer to sign online.
• File custom fields — Custom fields on companies, deals, people, tickets and project steps can now hold an uploaded file.

Improved

• More fonts for forms — Form style now offers the same Google fonts as the chat widget, grouped into sans serif and serif.

New

• Page backgrounds for forms — A form's own page now shows the form as a card on a background, and you can pick a colour or picture for that background in Form style.

Improved

• Chat widget changes reach your site sooner — Changes you publish to your marketing chat widget's look now appear on your website within about a minute.
• More room in Chat widget settings — The Chat widget settings page now uses the full width of your browser, with a larger preview on wide screens.

Fixed

• Back arrow in the marketing chat — The back arrow at the top of an open chat now takes visitors back to the widget's home screen.
• Launcher animation follows the opening effect — The launcher's squash-and-smoke animation on click now plays only when the widget's opening effect is Genie.

New

• Fonts and backgrounds for the marketing chat widget — Chat widget settings can now set your marketing widget's font and background, and choose from seven effects for how it opens.

Improved

• A clearer Look section in Chat widget settings — The widget's look is now grouped into Styling, Words, Launcher, Placement and Behaviour, with exact values under Advanced.
• A fresher marketing chat home screen — Your team's picture now sits beside the greeting, an accent bar runs along the top, and the message box shows clearly when it is selected.

Fixed

• Launcher video keeps playing while the chat is open — On sites with a launcher video, the clip now keeps playing beside the open chat instead of turning into a close button.

New

• Snitcher sync settings — A connected Snitcher now has its own settings page where you pick a workspace, turn the sync on and see when it last ran, with a Sync now button.
• Default class and type on BigTime projects — BigTime projects now offer Default class and Type as fields you can map onto your objects, shown by name instead of an ID number.

Improved

• Launcher video on the marketing chat widget — A short muted video can loop in the chat launcher again, and you choose whether clicking it opens the chat or plays the video with sound.

Fixed

• Ticket links in notification emails — Ticket links in notification and digest emails now open the ticket instead of a page that wasn't found, including links in emails you already have.

New

• A redesigned marketing chat widget — Your marketing chat widget has a new launcher, nudges in speech, thought or card style, a home screen of quick actions, and a new way of opening and closing.
• Book a demo in the chat — Pick a scheduler under Chat widget settings → Cards and visitors can book a demo right in the chat, which creates a lead and a deal for you.
• Talk to sales — A visitor who wants a person can leave their email in the chat, and the conversation is marked as waiting for you while your team is notified.
• Pricing, capabilities, videos and polls in the chat — You can now write pricing plans, product capabilities, a video list and polls under Cards, and your assistant can show them in the conversation when a visitor asks.
• Visitor insight in Marketing chat — Marketing chat now shows how warm a visitor is, where they came from, every page they viewed and what your CRM already knows about them, with an Enrich button.
• Hot visitor alerts in Slack — A new Slack switch can post to your Marketing channel when a high-fit visitor, a customer or someone with an open deal looks at a buying page or starts a chat.

Improved

• Videos in the marketing chat widget — A Play video chip now plays the video inside the conversation instead of in a separate viewer.

Fixed

• Website visits in Marketing chat — Visits and page views from your website now reach Marketing chat, including page changes on single-page sites, where before almost none were recorded.
• In-app notification counts — Shows, clicks and closes of your in-app notifications are now counted, so a closed notification stays closed and view limits apply.