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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
We’ve also added more contextual guidance to help make it clearer what still needs to be updated in a campaign.
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
Follow-up campaigns also have the new UI with template support and an improved configuration flow.

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.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://…).

Knowledge set cloning is more intuitive

When cloning a knowledge set, you can now rename it before saving and you’ll land directly on the edit page after creation.

Manage Assistants page refresh

The Manage Assistants page has been updated to match our newer portal designs for a cleaner, more consistent experience.