AI Campaigns, Import Tool & Messaging Updates

June 19, 2025

This week’s release focuses on meaningful improvements across the AI Campaigns, Mobile App, Importer, and Messaging experience. With smarter automation and brand-new features, here’s what’s new 👇

✨ New Features

📥 Smarter Importing with AI

Now, when you upload data (like spreadsheets), the system automatically guesses where each column should go — for example, matching “Email” to the email field — using AI. You can still make changes if needed. AI-powered import column matching for spreadsheets

📨 Email Alerts for New Messages or Documents

You’ll now get an automatic email whenever someone sends a message or adds a document to a Case — as long as you’ve enabled notifications. These emails include:

Where the message came from (SMS, email, or in-app chat)
A preview (if your company settings allow it)
A direct link to the message or file

You can choose your preferences: get alerts for everything, just messages, or only documents.

This feature can be turned on or off in Company Settings.

Email alerts toggle for new messages in Company Settings Email notification preferences for messages and documents

📩 “Mark as Unread” Button in Messages

Need to come back to a message later? Now you can mark any message as Unread via the three-dot menu next to the message, just like in your inbox — so you don’t forget to follow up.

Mark as Unread option in message three-dot menu

🔧 Improvements

📱 Mobile App: Stay Up-to-Date

If your app is not the latest version, the system will now ask you to update it — so you’re always using the best, most secure version. Mobile app update prompt when using outdated version

🧠 AI Campaigns: Summary Tab

There’s now a Summary tab in every AI Campaign that neatly shows:

Who it’s targeting
What messages are being used
Whether On-Behalf-Of (OBO) messaging is turned on

AI Campaign Summary tab with targeting, messages, and OBO status

👁️ AI Campaigns: Messages Preview & OBO Icon

You can now preview the types of messages being sent in a campaign (like pre-call or post-success) right from the list. Campaigns with OBO messaging are clearly marked.

AI Campaign list with message preview and OBO icon

🔁 AI Campaigns: Less Repetition with Randomized Messages

Instead of sending the same message over and over, campaigns can now use up to 20 variations — making messages feel more natural and personalized. Randomized message variations up to 20 for campaign personalization

⚠️ AI Campaigns: OBO Message Barrier & Alerts — Smarter Messaging for Sensitive Cases

To prevent confusion (like when reaching out to family members of minors or deceased clients), we’ve added built-in checks and alerts to ensure messages are worded appropriately.

OBO message barrier and alerts for sensitive cases

📄 Message Templates Seeder (Base)

Default message templates are now:

Available for both email and SMS
Preloaded at the company level, so you don’t have to create them from scratch

Preloaded message templates for email and SMS at company level

📲 Mobile Client Portal Templates (Company-Level)

Default message templates for client invites are now loaded per company — available immediately after company creation.

Mobile client portal invite templates per company

⏳ Progress Bar for Delete Operations

If you're deleting a large number of Cases, you’ll now see a progress bar so you know how long it might take.

Progress bar during bulk case delete operation

Let us know if you have any questions or feedback — and stay tuned for next week’s release 👋