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
Monday
. Grab your coffee... this is a long list.- ⭐️ Manually schedule AI or typed follow-ups
- ⭐️ Internet search tool
- ⭐️ Decides simply when not to reply with prompting
- ⭐️ Channel Advanced Filters
- ⭐️ Search chats using lead_id
- ⭐️ Conversations page layout improvements
- 🐞 Upgrades to Blank Source Webhook Wizard Ease of Use
- 🐞 Fixed Accurate Counts Conversations Page Views
- 🐞 Save & Publish error bug fixes within Job Flows
- 🐞 Booking node to use improved capabilities used for agent node already
Manually Schedule Follow-Ups
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.
Internet Search Tool
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:
- Allowing your bot to look up competitors if the lead brings them up in conversation
- Allowing your bot to search Zillow, Redfin, etc. to find live listing information for properties 🏠
Prompt No Reply
You're able to prompt within an agent node when you do or do not want the AI to reply. It still utilizes a
response
to do this, but it cuts out the following examples of undesired replies...- Replying to a "liked" message
- Replying to spammers
- Replying to people who already said goodbye
See the example below on how you can prompt for any of these scenarios and more.
Channel Advanced Filters
Now in addition to filtering CloseBot to reply only on specific channel & tag/list combinations, you can also specify channel details.
- Email -> Only reply if email is sent to for example
- Phone -> Only reply if the area code they texted includes 425for example
Conversations Page Layout Upgrades
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.
Blank Source Webhook Wizard Ease of Implementation
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
What's Next?
Our beta testers for
Analytics
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:- Lead Scoring
- Sentiment Tracking
- A/B Persona Testing
- Custom Dashboards
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.