Upgrades

OS is making tag management cleaner and easier with new Tag Categories and Colors, now available in Labs.

What’s New

Organize Tags into Categories
You can now group related tags into categories, making it much easier to keep your account organized as your tag library grows.

Color-Code Your Tags
Assign colors to tags so you can quickly identify different types of contacts, leads, customers, campaigns, or workflows at a glance.

Cleaner Tag Management
Instead of managing one long list of tags, categories give you a more structured way to organize and find the tags you need.

Customize Your Setup
Create a tagging structure that fits your business. For example:

• Lead Status

• Customer Type

• Services

• Campaigns

• Interests

• Internal Tracking

Each category can use its own colors and organization system.

Why It Matters

As your OS account grows, your tag list can quickly become difficult to manage.

Categories and colors make it easier to understand what each tag is being used for, find the right tags faster, and keep your CRM and automations organized.

How to Enable It

This feature is currently available through Labs.

Go to Settings → Labs, find the Tags Categories & Colors feature, and enable it for your account.

Once enabled, you can begin organizing and customizing your existing tags.

OS Communities just got more powerful. You can now automate how community join requests are reviewed, qualified, and approved using Workflows.

What’s New

New “Requested to Join Group” Trigger
A new workflow trigger can automatically fire whenever someone requests to join one of your community groups.

Filter by Membership Answers
Build different automation paths based on:

• The community group they’re requesting to join

• Their answers to membership questions

• Specific responses or qualification criteria

AI-Powered Screening
Membership answers can be sent through AI inside your workflow to automatically evaluate requests. For example, you can identify spam, low-quality submissions, or applicants who don’t meet your criteria.

Automate the Next Step
Based on their answers, OS can automatically:

• Grant access to the group

• Route the request for manual review

• Add or remove tags

• Send welcome messages

• Trigger additional automations

Why It Matters

If you’re growing a private community, you no longer need to manually review every join request.

You can build smarter approval systems that automatically qualify new members based on their actual responses—saving time while giving you more control over who enters your community.

How to Use It

Go to Workflows → Create Workflow → Add Trigger → Requested to Join Group, select your community group, and build your automation from there.

Note: The group must have request-based access enabled for this trigger to work. AI actions may also have additional usage costs.

OS now gives you more control over your Review AI drip campaigns with the ability to target reviews by a specific date range instead of relying only on review age.

This makes it easier to re-engage customers from a particular time period, clean up older reviews, or launch targeted campaigns with greater precision. Before sending, you'll also be able to preview exactly how many reviews will be included, helping you avoid empty or ineffective campaigns.

What's New

• Target reviews using a custom review date range

• Preview the total number of eligible reviews before launching

• See whether any reviews match your selected filters

• Automatic validation prevents creating empty campaigns

• Existing age-based drip campaigns continue to work without changes

• More precise targeting for historical review follow-up campaigns

These improvements make Review AI campaigns more predictable and effective, helping you re-engage past customers while reducing unnecessary campaign processing.

How to Enable

Getting started only takes a few clicks:

1. Open your OS sub-account.

2. Navigate to Reputation → Settings → Reviews AI.

3. Open Drip Campaigns.

4. Create a new campaign and select a Review Date Range instead of a review age.

5. Preview the eligible reviews, then launch your campaign.

Note: Existing review age-based campaigns will continue running normally, so you can start using date range targeting without affecting your current automations.