Here's a look at the features added between 6 August and 6 September, with a quick guide to finding and using them.
Troubleshoot audio and network issues from the agent workspace
Having trouble with audio or your connection? Run a connection test directly from your workspace and receive recommendations based on the results.
Get started: Click the diagnostics button next to the microphone and network indicators in your agent workspace. Run the test, then review the results and recommendations.
AI summaries added automatically to call notes
Your AI summary now appears directly in the notes field after a call, with an option to download it. You can turn off automatic insertion for an individual agent workspace, or cancel the summary while it is loading.
How to use it: Review the summary in your call notes before continuing. This feature applies to workspaces with AI call summaries available.
Check number reputation with Hiya
Hiya checks are now available alongside Truecaller and ME, giving you another source of information about your phone numbers' reputation.
Get started: On the Numbers screen, select the Hiya check for the number you want to check. You can also run it from the available-numbers purchase window.
Latest opportunity details in the Reports Generator
Add three new fields to your reports: last opportunity status, last opportunity total price and last opportunity product. These fields use the most recently updated opportunity for that customer in the relevant campaign.
Get started: In the Reports Generator, find the fields in the Campaign Customer field group and add them to your report. They are available for accounts with the Products module enabled.
Customise field sizes on customer records
In the new interface, you can set field widths and text area heights, with a preview as you edit. Give longer entries more room and arrange the customer record to suit your team's needs.
Get started: When adding or editing a custom field, set its width. For text areas, you can also set the number of rows. Check the preview and save your changes.
New dashboard display options
Keep table headers visible as you scroll, choose where the summary row appears, and adjust value formatting in counters and charts.
Get started: Open the settings for the dashboard component you want to edit and choose the display options available for that component type.
Apply an IVR action to multiple numbers at once
Apply the same IVR action to a group of phone numbers without configuring each one separately.
Get started: On the Numbers screen, select the numbers you want to update and choose the bulk action for setting an IVR action. This also changes incoming-call handling for the selected numbers to IVR.
Can't find an option? Availability depends on your interface, permissions and enabled account features. Message us in the support chat and we'll help you get started.