Preview Dashboard

By David Holland

January 12, 2024

Introducing Preview Dashboard for the client portal with a dynamic card showcasing child app information, quick actions for navigation, and a profile section. Bug fix for the default logo disrupting the portal image.

View and delete cards on file with the Manage cards feature

**New Features:** Manage existing customer cards, delete cards, and receive confirmation prompts depending on card associations. **Location:** Contacts

View and delete cards on file with the Manage cards feature

Trigger a Workflow within Conversation AI

**TLDR:** New “Trigger a Workflow” feature automates actions in AI conversations by activating defined workflows based on customer

Trigger a Workflow within Conversation AI

Country Selection at Checkout for E-Commerce Stores

New feature allows store owners to manage shipping countries during checkout. They can choose to ship globally or

Country Selection at Checkout for E-Commerce Stores

Square Location Selection

**New Square Location Selection for Sub-Accounts:** – New customers can select a physical location for sub-accounts from their

Square Location Selection

Background Color for Text Elements 🚀

🚀 **New Feature:** Add background colors to text elements in Email Builder for better design flexibility. **How-to:** Drag

Background Color for Text Elements 🚀

ResendToUnopened for RSS & Batch Schedule ⭐️

ResendToUnopened now supports RSS and Batch Schedule campaigns, expanding re-engagement options. After sending, use the three dots to

ResendToUnopened for RSS & Batch Schedule ⭐️

Direct Your Visitors to a Clear Action at the Bottom of the Page