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May 22nd 🏖️

  • ⭐️ Follow-Up State Changing
  • ⭐️ Job Information Consolidation
  • ⭐️ Job Flow Settings as Sidebar instead of popup
  • ⭐️ Job Flow Variable UI Improvements
  • ⭐️ Job Flow Variable Descriptions and Default Values
  • 🐞 Removed Global tools for clarity
  • 🐞 No Publish Prompted When Just Moving Nodes Around
  • 🐞 Exits used persist with tools used instead of vanishing
  • 🐞 Duplicate contact fixes
  • 🐞 Thinking agent node misc fixes
Follow-Up State Changing
This is something we are extremely excited about. Now you can create different follow-up cadences and have Agent Node change cadences based on your instruction. Want a different follow-up cadence for warm vs. cold leads? Want to stop following up within an agent node without exiting if an appointment is booked? Follow-up states now let you do that! Learn more in the updated follow-up help article HERE.
The below video shows the updated settings area where you can create different follow-up states 👇
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This image shows how you can explain to your agent node when it should change the follow-up state. When the follow-up state is changed, your follow-ups will happen on the new cadence 🤩 Cool right!?
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No More Global Tools
You'll notice the tools sidebar now only has your list of custom tools... no ability to enable them globally. Any tool you want enabled must be enabled on the Agent Node level. Smart FAQ is now always on for nodes that are not the agent node.
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Job Information Consolidation to One Global Prompt
Previous to now, CloseBot had
Important Business Information
and
Why Conversation is Happening
. With this change, we now permit you to have full edit access over the global prompt, including the headings. By default, nothing changes until you come in and edit. We've also given you more space to see what you're typing here and enabled @-mentioning variables.
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We put great importance into making sure updates we make don't break existing bots. This is one of those improvements... you get greater control, and nothing you have in production performs any differently.
Job Flow Variable Improvements
Now it's way easier to update job flow variables on sources within the Job Flow. Previously, you had to go to the Source Settings page to update these variable values.
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Similarly, if you're doing testing in a job flow where the testing source is missing variable values, you see a helpful warning (click it to fast-navigate to fill in the variable values)
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Job Flow Variable Default Values and Descriptions
You can now have default values for source variables and descriptions. Descriptions display alongside the input area to assist the users filling them out. Default values can be helpful so they don't start out as blank.
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What's Next
We've been working quietly on Persona split testing... something we've always planned on doing, but just now able to implement. This will likely be coming next week, allowing you to assign two personas and split test to see which one compares better against your selected comparison metric, auto-selecting the winning persona.
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MCPs, both CloseBot's MCP and support for MCPs as agent node tools should also be coming next week.
With all of this work on these above items, we've fallen behind on implementation for Google Drive knowledge base integration and the reporting module... but once we release all of this stuff next week our focus will again turn to those items!
Phew! How are we doing? 😅