Documentation Index
Fetch the complete documentation index at: https://docs.replify.ai/llms.txt
Use this file to discover all available pages before exploring further.
April 23, 2026
Campaign improvements
- CSV uploads now support separate name columns — when uploading contacts via CSV, you can now map separate first name and last name columns.
- New API actions — the Campaign Contact API now supports
updateOnlyandupsertactions. UseupdateOnlywhen you have a process that updates contacts but might include contacts that aren’t in the campaign and you don’t want them added. If no action is specified, the API defaults toupsert. - Change contact status in the UI — you can now change a campaign contact’s status to Complete or Disqualified directly from the contact list.
- Simulate from the edit view — the Simulate button is now available at the bottom of the edit campaign view for quicker testing.
Chatbot improvements
- Links shared by your assistant in the chatbot now display as friendly clickable text instead of raw URLs.
- Fixed an issue where long URLs would extend beyond the chatbot window.
Reporting page refresh
The Reporting page has been updated to match our newer portal designs for a cleaner, more consistent experience.March 25, 2026
New phone system
We’re rolling out a major upgrade to our phone system. It brings better voice quality, new transfer capabilities, and a stronger foundation for future phone features. See our Product Notice for full details on what to expect during the transition.Improved voice quality
Calls now sound more natural with smoother tone across sentences, better pauses, and more consistent intonation.Warm transfers
Your assistant can now brief the person receiving a transferred call before or after the connection. This means your customers don’t have to repeat themselves when they’re handed off to a human. You can configure a private staff briefing (only the receiving person hears it), a post-connection message (both parties hear it), or a combination of both. Learn more about warm transfers.Intro interruption control
A new setting on the Phone page lets you choose whether callers can interrupt the assistant’s greeting. This is off by default for a cleaner experience.Call recording update
Call recordings now capture only the AI-handled portion of a call. Once a call is transferred to a human via live transfer, recording stops automatically. This applies to all accounts. We made this change because it’s the cleaner model — the AI portion is still recorded, which preserves the operational value. Once the call moves to a human, the conversation can go in many directions, so recording is turned off to reduce unnecessary capture of information.Append mode for bulk edits
When using Bulk Edits to update rules fields (like Global Conversation Rules or Phone Rules), you can now choose to append text instead of replacing it entirely. This makes it much easier to add a new rule across multiple assistants without overwriting what’s already there.Jump to latest message in Inbox
You can now jump to the most recent message in a conversation thread. This is especially helpful for longer conversations where you need to quickly get back to the bottom.Campaign improvements
- Weekend outreaches — campaign outreaches can now be sent on weekends.
- Text message guidance — when writing your first outreach text, the editor now provides guidance to help you write effective messages. Common link shorteners are blocked, your business name is required near the start of the message, and messages are limited to 240 characters. These guardrails help improve delivery rates and reduce the chance of carriers flagging messages as spam.
- Clearer scheduling behavior — if a campaign’s start date is in the future, the UI now clearly explains that you cannot manually trigger outreaches until that date arrives.
March 12, 2026
Bulk edit assistants
You can now update key settings for multiple assistants at once from Manage Assistants. View details for how to make these changes in Bulk Edits. Instead of opening each assistant one by one, you can select several assistants, click Edit, and make shared updates in a single flow.Bulk Edit supports updates across the main settings areas you’d expect, including:- Core Behavior
- Chatbot settings
- Phone settings
- Notification settings
Better Select All in Knowledge
Knowledge now has better Select All functionality, making it easier to work with larger knowledge sets. You can quickly select every item in a set at once, which makes bulk cleanup and maintenance much faster.Rearrange scenario steps more easily
In Scenarios, scenario steps can now be moved around. This makes it easier to go back and insert a step in the middle of an existing flow, reorder steps as your process changes, and refine a scenario without rebuilding it from scratch.More control and visibility in campaigns
We’ve made campaign contacts much easier to work with by adding stronger sorting and filtering tools, along with clearer status visibility across campaigns.You can now:- Sort and filter contacts by status
- View each contact’s next scheduled outreach
- Filter contacts by upload type
- Filter contacts by a specific contact upload
- More easily see whether a campaign is active or still in draft with the new Status column
February 18, 2026
New campaign manager
Campaigns have been completely redesigned with a new UI for both one-time and follow-up campaigns. You can now create campaigns from pre-built templates or start from scratch. Learn more about campaigns.One-time campaigns now support phone, text, and email — and you can choose how your campaign runs:- Scheduled — set a date and time for all contacts to be reached
- Run when contacts are added — outreach begins automatically as contacts are added
- Manual — trigger outreach whenever you’re ready
Settings reorganization
We’ve reorganized some settings to make them easier to find.- Core Behavior — Basic Info and Agent Preferences have been combined into one page. Channel-specific conversation rules have also been moved here. An alert in the original locations will point you to the new spot.
- Analysis Settings — Custom qualification, summary, and next steps instructions now live on their own dedicated page focused on post-conversation analysis.
Email settings update
The Email Settings page now has an updated Email Address section that lets you view, copy, and edit your current email address in one place.January 29, 2026
Option to stop call recording on live transfer or remove recordings entirely
Phone settings now include an option to automatically stop call recordings when a call is transferred to a live agent. This helps teams avoid recording the portion of a call that happens after handoff. You can also now turn recordings off entirely for calls.Add extensions to live transfers
You can now include an extension when configuring a live transfer number by adding a comma and the extension digits. For example,12065551234,3 will transfer directly to extension 3.Important Links moved to Chatbot settings
We’ve moved Important Links from the Agent Preferences page to the Chatbot Settings page. These URLs configured in Chatbot Settings cannot be referenced in conversation. If you want your assistant to consistently use key URLs in conversation, add them to a Knowledge Set by creating a knowledge item (for example:Membership signup link: https://…).