Ever had a bot that stops replying because your wallet goes empty without topups enabled? Or maybe you don't realize a top-up has happened until you check your statements. Transactional Emails will begin to notify you of these actions as well as things like weekly updates that show how your AI Agents are performing. You will be able to change the frequency of these updates from within Account Settings.

CloseBot will be set free to message leads while it’s thinking... It will be allowed to do this on any channel it has access to.

For example, when it’s thinking for a while about something (like while checking availability or searching the internet) it will be able to let you know before it’s done that it’s working on it. (As shown below)

This means it would be able to fire off a text message to the contact when we get their phone number and still reply yet again on the live chat channel. (Not shown below but hope you get the idea!)

Doing this all in an effort to get CloseBot to behave more like a human would, without adding more toggles.

True Omni-channel. True freedom for CloseBot to do what it wants with the channels made available to it.

Now when you create a persona we have default images that are a lot better than the boring default we had there before. Leaning into our galactic theme, say hello to our alien buddies! Your Sales Agent Team. Along with this, we also noticed there was no way to remove uploaded images for personas or duplicate personas... so we fixed that too.

Until now using CloseBot standalone or tied into a Custom CRM, you can connect to a single Webhook Channel. Now we allow you to create multiple webhook channels for a source. When is this useful? Maybe you want to connect your CloseBot Standalone to Twilio and to an Email provider both. This allows you to do that... one webhook channel for each. See how to set up a webhook channel HERE.

MCP will definitely be released next week. This will allow one click integration to integrate any of your general-purpose AI Assistants with CloseBot to pull analytics, update your AI Agents and more!

Here are some other things in progress...

Best practice is to build starting with one Agent Node. See this live build example here. To reinforce best practice, and to simplify the view for those who do, the default when you create a new flow will be our new view.

One thing you'll note about this view if you've been around CloseBot for any time at all, there's no Global Prompt area. Instead, include the entire desired prompt in the center prompt area... The global prompt area is hidden, stripped of anything except for injecting all variable titles and values present on the contact. (ex. Phone -> 425-874-9999).

The two table view previously for Flows and Personas was unnecessarily confusing, especially to newcomers. The new interface is easier to navigate, plus make it easier to organize with folders and see/empty your trash.

This interface also brings click+drag organization capabilities. We think you'll really enjoy the new view here!

The team is currently focused on the following items:

will allow your agents to more easily authenticate and communicate with your CloseBot account to carry out actions for you.

will allow your CloseBot agents to send messages on any channel whenever they want... including when they are looking something up that's taking time (see image below) firing off something like a text message while chatting via live chat after gathering phone number "I just shot you a text just to make sure I got your phone number right".

will allow CloseBot to email you with updates like top-ups, connection errors, wallet negative balances, weekly account summaries and more. We plan to extend this for agencies to be able to have their own sending domain for client notifications and invites as well.

Well everyone, we did it. CloseBot Analytics is live 🎉

Formerly, business plans selected Job Flows, Seats, Uploads and Message volume to determine plan price... now the only cost variable is message volume. Select your estimated volume and that determines your plan price. No cost on top of that. Even message volume is included at no extra cost unless you go over, triggering optional overage billing.

You are now able to customize the charts you and your clients see by clicking in your sidepanel. This is where the bulk of our recent work went... and you can definitely tell. With 27 new metrics and rapid load times, you'll be amazed at the kind of data you now have access to. For a full breakdown of all of our metrics and an overall summary of how reports are organized, check out these resources HERE.

Personas were always intended to be built for split testing, but that wasn't possible until this update here. You can now set up a Persona split test to see which of 2 personas performs better optimizing for either Sentiment or Lead Score.

Learn how to set up an A/B test HERE. Tip... always be split testing. Test different tone, different AI Providers, etc. You might be surprised what little changes drive a large impact.

Topics are part of the paid version of analytics. CloseBot will start to label topics discussed, allowing you to filter chats by topics and display reports of topics discussed over different time periods and how they relate to customer happiness levels. More about Topics charts HERE.

Sentiment is calculated for every message and displayed on the contact card as long as you have the paid version of analytics. This helps you to quickly identify whether the conversation is going well or not. Click any point on the chart to see that message specifically in the main chat window. You can also create charts to see sentiment trends per channel, per persona, per source and so much more.

Agencies can choose to disable this per source. Disable this per source within the source settings. It's always on for business plans for all sources. More on sentiment scores and settings HERE.

Lead score criteria can be set up per source within the source settings. There are many different things you can use to score a lead positive or negative. In the example below we are scoring positive messages from a lead as +1, negative as -1, page views (via our sales pixes as +1 and booked appointments as +5). Lead scoring is available on the paid analytics plan.

Learn more about lead scoring and ideas on how to chart helpful lead score reports HERE.

Now that we are once again lightning fast at displaying data... it's time to bring back the leaderboard! 👏 See how you rank worldwide, but also how your individual sources rank vs. all other sources compared only to other sources in the same industry vertical.

Say hello to some new outlandish themes that you may find fit your working style better than the 3 existing presets. Forest, brutalism, editorial and system 7. Find these themes by hovering over your account icon the the sidebar.

We appreciate all of your patience over the past year as we all dealt with the slow dashboard. We kept saying we would make it better... and we believe we have done just that. We would love to hear what you think about these updates inside the Community within the Hub!

Next the team will focus on cleaning up any reported bugs found in analytics and then Conversations Page cleanup... specifically in search and filter functionality 🙏

This is the last changelog update before our massive Analytics update on September 24th. Make sure you register for that HERE. In addition to learning about the features firsthand, you'll get the add-on for 30 days free, have a chance to win swag, and get an invite to an exclusive group training call on all the new features.

Despite 99% of our updates being hidden until the Analytics Launch, here are some updates from the week that you'll notice within your account from this week!

Now that we are closer to our September 24th Launch of , we have slowed most public releases to bug fixes. The code we have coming that will make Analytics public has too much intertwined for feature requests. However, here are some bug fixes worth mentioning!

Make sure you register for our Live Launch Party for Analytics HERE. Those who attend will get bonuses!

Another light week as the team focuses on Analytics. Some of you may be wondering "what in the world do they mean by ?".

We wrote a blog you can read here that dives into the new bundle of features this will bring . Sign up for the live launch party with the link in that blog!

That means just 3 more weeks of these slower releases before a multi-page changelog gets published... but here's what we are publicly allowed to announce that was updated this week 👇

🥱 boring but necessary updates this week... however, there were a lot of updates released for those helping with the beta of Analytics.

Again, focus is on our analytics updates, currently being tested by our beta users. Analytics features will roll out in another 2 weeks! What is this? All things data... custom reports for your dashboard, A/B testing personas, lead scoring and more!

Until this is finished the public announcements of updates will be slower... but it's because we are gearing up for a massive release September 14th! 🎉

🥱 boring but necessary updates this week... however, there were a lot of updates released for those helping with the beta of Analytics.

Our focus currently is on analytics, set for wide release in 3 more weeks. We are keeping the details of those updates private until they all release at once on September 14th 🎉 Those generally include:

Wow... so much was merged into CloseBot by the dev team that we did not feel comfortable releasing it on a Friday. We make sure we don't make large updates right before weekend, when our team is less available to answer questions and make quick fixes.

However, I still want to drop the list of updates here that you can expect to see released . Grab your coffee... this is a long list.

Have you ever realized you wanted to schedule a follow-up with a lead while monitoring a chat? You'll be able to do that from within the CloseBot chat page! Perfect for those who see an opportunity to follow-up with a lead that doesn't match the follow-up rules your AI has.

You'll be able to add an internet search tool to your agents to allow them to freely search the internet during a conversation with a lead. Common use cases for sales include:

You're able to prompt within an agent node when you do or do not want the AI to reply. It still utilizes a to do this, but it cuts out the following examples of undesired replies...

See the example below on how you can prompt for any of these scenarios and more.

Now in addition to filtering CloseBot to reply only on specific channel & tag/list combinations, you can also specify channel details.

We've condensed the views list sidebar to buy back some horizontal space. This means we can now have the contact panel open by default, remembering your preference if you do choose to collapse it. This contact pane is getting more helpful information in the coming weeks, so it's helpful to keep it visible.

We've made it easier than ever to connect CloseBot with third party platforms that we do not have a native integration for. There were some bugs with the first iteration of this wizard that have been fixed. Find help documentation explaining how to use this wizard to connect to alternative platforms HERE

Our beta testers for have been chosen and will gain access to the analytics features on Tuesday. There are still non-analytics items we will be releasing, but the bulk of our effort over the next 3-4 weeks will be in working with our beta testers to fine-tune this feature set prior to wide release. Analytics will include things like:

Other areas of focus for us are our MCP, so you can more comfortably do work on your CloseBot account from AI Assistants like Claude, and the overall performance improvements desired on our Conversations Page UX.

🤷‍♂️🤷‍♂️🤷‍♂️

Here's the thing... we have a ton of stuff coming.

But it's not tested enough to release before the weekend.

There's so much coming next week though.

I'm not going to explain it all here and then explain it all again next week. That would ruin the surprise.

Just know it's incredible... and we need some beta testers for analytics features 😎