Upgrades

About:

Store owners can now effortlessly import and sync their Products and Collections from Shopify to OS. This enhancement enables store owners to migrate their entire Shopify store, including products, collections, contacts, orders, and transactions, into OS. Additionally, Shopify store owners can leverage OS’s marketing tools, including triggers like Order Submitted Trigger and Payment Received Trigger for better automation.

In the previous version of the Shopify integration, users could sync orders, contacts, and transactions from Shopify to OS The latest update expands this functionality, allowing store owners to seamlessly migrate and sync all their products and collections as well.

How to Use:

• Access the Integration: Shopify integration can be found within a sub-account at: Settings > Integration > Shopify.

• Connect the Shopify Store:

• Click the “connect” button to begin the setup.

• A modal will appear where users must enter the Admin API access Token and a valid Shopify store URL as the first step.

• Select Data to Import:

• In the second step, users will be directed to the Import Elements screen, where they can select which data to import from their Shopify store.

• The available options for import are: Contacts, Orders, Transactions, Products, Collections.

• Configure Syncing Settings:

• The third and final step takes users to the Sync Settings screen, where users can choose which data to continuously sync from Shopify to OS in the future.

• The options for syncing include: Contacts, Orders, Transactions, Order submitted trigger, Payment received trigger, Products, Collections.

• Completing the Setup:

• After selecting the desired elements to import and sync, click Save.

• The import and sync process may take some time to complete.

• Manage Settings:

• Once the Shopify integration is successfully connected, users can enable or disable the elements they want to sync for future orders from the Shopify store.

• Reimporting Data:

• If users wish to reimport data, they can disconnect and reconnect the integration, allowing them to reimport any data they may have missed during the initial import.

Notes:

• Taxes are not mapped in Products while importing or syncing the Products.

• For each order, only one transaction is created in OS.

• Order statuses are marked as “Completed” or “Cancelled” when synced with Shopify.

• Merged contacts in Shopify will have the primary contact updated in OS.

• If there are no changes to the SEO details in Shopify (default SEO settings), the data will be received as null in OS.

What is Workflow AI?

Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and manage workflows. Whether you're creating new workflows or refining your workflows, Workflow AI provides step-by-step guidance, suggest the right actions for the job and insights on how to optimize your workflow.

You just have to type what you want to build and Workflow AI will give you the list of actions and triggers to be added to achieve it and how to configure them.

What can Workflow AI do?

• Help you with your first workflow: If you are new to workflows, you can just mention what you want to achieve and Workflow AI will give you the actions and triggers you need to add and help you configure the same. AI Assistant can also explain what are workflows and how to use them.

• Break Down Your Workflow: If you're not sure about a specific part of your workflow, just ask. Workflow AI can describe what’s happening, making complex workflows easier to understand.

• Make Your Workflows More Efficient: Workflow AI can scan your workflow for potential improvements, offering tips on how to streamline processes and what actions can be added to achieve it.

• Step-by-Step Guidance: Need help setting up a workflow? Workflow AI can guide you through the process, explaining each step so you can feel confident in what you’re building.

• Answer Questions: Got questions while you’re working on a workflow? You can ask Workflow AI for help with any doubts or queries—whether it’s about specific actions or general best practices.

• Add Actions to Your Workflow: It can even help you add specific actions—like sending an SMS reminder, waiting for confirmation, updating an appointment status, or tagging contacts based on activity.

• Suggest Next Steps: Not sure what to do next? Workflow AI provides suggestions for the next steps you should take, helping you move forward with confidence.

How to get started with Workflow AI?

• When you open the builder you can find the Workflow AI on the bottom left corner of the builder.

We’re excited to introduce Quick Replies, a feature that allows you to enhance customer interactions on Facebook and Instagram Messenger! Quick Replies provide predefined message suggestions that customers can easily tap to send, enabling quicker responses and a more efficient engagement experience.

Whats New?

👀

Setup Quick Replies:

• You can now set up Quick Replies within the Facebook Interactive Messenger or Instagram Interactive Messenger actions in workflows.

• Configure up to 13 quick replies, each with a maximum length of 20 characters.

• Quick Replies are displayed as predefined options on the customer’s interface, allowing them to easily select and send a response with one tap.

• This feature guides the conversation, making it easier to engage customers and keep communication clear and structured.

Visibility and Functionality:

• Quick Replies are visible only as part of the most recent message and function as single-tap responses.

• Once a quick reply is selected, the customer cannot change their choice, ensuring a focused interaction.

• All available quick reply options will be displayed in the conversation, offering full visibility to the user.

• The selected reply will be highlighted in blue and will appear as a received message, ensuring users can clearly see the customer's selection and the context of the conversation.

Channel-Specific Conditions

• Facebook: You can add Quick Replies alongside buttons and images, providing more options for customer interactions.

• Instagram: You can either add buttons or Quick Replies in a message. Quick Replies can only be added when no attachments are included in the same message.

Why This Helps:

• Enhanced Engagement: Quick replies encourage faster and more efficient customer responses.

• Guided Conversations: Businesses can steer conversations in the desired direction by offering a set of relevant replies, helping them gather information or move the customer toward specific actions, such as booking, purchasing, or signing up.

• Clear Context: By displaying the quick reply options and the customer’s selection, users can easily track the interaction and follow up as needed.

We are excited to announce the release of one of the most asked integration features - connecting multiple Facebook pages.

What's new?

• Leads Sync: Sync leads automatically from Facebook Lead Ads across multiple pages with clear attribution to the source

• Conversations: Chat with customers across multiple Facebook pages using Facebook and Instagram chat integrations

• Automation :Build customised workflows to automate customer engagement across multiple Facebook pages

• Reputation: Manage reviews and your review responses across multiple Facebook pages

Why is this feature important?

This feature will enable customers across a spectrum of use-cases - SMBs managing multiple outlets, to influencers managing multiple fan pages.

We're thrilled to introduce the Group Chat feature, which expands your message capabilities within the platform. 🚀 This powerful addition allows you to engage multiple contacts in a single group SMS conversation, enhancing collaboration and ensuring that everyone stays informed and connected. Whether you're coordinating real estate deals, sharing updates, or making group decisions, Group Chat will streamline your messaging efforts and boost your efficiency. ✅

Whats New? 👀

You can now initiate group SMS conversations from your phone numbers. The phone number should be of US/Canada to be supported for group chat. This functions exactly like group SMS on your mobile phones. All the participants added to the group will be able to receive and send messages in the group. You can add up to 10 participants in the group, including yourself. 🤩

How to use? 💬

Creating a group Chat:

• To create a group chat, navigate to the Conversations section, click on Create a new message, and select Group Message.

• Choose the phone number you want to use for the group chat.

• Choose the phone number you want to use for the group chat and select your participants; you can add both primary and secondary numbers of contacts.

• Click on Create Group and send your message. The message will be sent to all contacts added in the group. Once any contact replies in the group, their message will be sent to everyone, keeping all participants updated.

• You can view all the contacts added to the group chat from the top bar and the right panel by clicking on the chevron icon beside the contact names. Clicking on any contact's name or number will open their contact details in the right panel.

• Once a group is created, messages will still be sent to the initial numbers added, even if a contact is deleted or their number is changed; "Updated" and "Deleted" tags will appear beside those contacts' names.

• For each message, you can view the status for each contact, indicating whether the message has been sent, delivered, or failed.

  Access: 👁️

  • Users with only assigned data access can create and view the group chats that include only the contacts assigned to them.

  • A user can send messages in a group only if they have access to the phone number used to create the group chat.

  • Admins have access to all numbers added in the location, while users have access to the default number, number assigned to the user, and all unassigned numbers.

  How this helps?

  • Enhanced Collaboration: Group Chat allows you to bring multiple stakeholders together, making communication more efficient and effective. This is particularly useful in scenarios like real estate transactions, where multiple parties need to stay updated.

  • Streamlined Messaging: By enabling group conversations, you can reduce the back-and-forth of individual messages, saving time and keeping discussions organized in one place.

  • Real-Time Engagement: All participants can send and receive messages simultaneously, ensuring that everyone stays informed and can contribute to the conversation in real time.

We are excited to announce the latest update to our platform, offering enhanced social media analytics for your Facebook and Instagram accounts. With this feature, you can now gain deeper insights into your social media performance across various metrics. 😇🤩

Key Features:

1. Comprehensive Social Media Insights:

• Track the number of posts, likes, comments, followers, impressions, and reach across both Facebook and Instagram.

• Visualize your Social Post Performance with an interactive graph, showcasing post trends and weekly performance.

2. Engagement Breakdown:

• Get a detailed view of engagement metrics such as total likes, comments, and shares, broken down per platform.

• Identify which platform drives more engagement, helping you tailor your content strategy accordingly.

3. Impressions and Post Reach:

• Measure your content’s visibility with accurate Impressions tracking for both Facebook and Instagram.

• Analyze your Post Reach to understand how far your posts are spreading and which platforms are driving higher reach.

4. Gender and Age Demographics:

• Dive into detailed demographic data, including the gender distribution (male, female, and unknown) and age range insights.

• See your audience breakdown in terms of age groups, providing valuable data to optimize your content for the right audience.

Note 🔖

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Permissions and Reauthentication Alerts: Receive real-time alerts when your connected accounts require re-authentication to access analytics. This ensures continuous access to up-to-date insights without interruptions.

Users will be able to see the statistics from the next day / when they reconnect their accounts with upgraded permissions🌻

What’s Coming Next?

This release is just the beginning! We are currently working to expand support to other platforms, including LinkedIn, TikTok, YouTube, and Pinterest, enabling you to manage and analyze your presence across a broader range of social media channels.

Stay tuned for further updates as we continue to enhance your analytics experience. 😎🤩

We are excited to introduce the Internal Comments feature, designed to help teams and individuals collaborate and manage conversations more effectively by adding private, internal comments to messages inbox/conversations.. Using internal comments, you can share information, get feedback, review your responses, and ensure critical updates and insights are captured seamlessly within the conversation thread.

Whats New?

👀

You can now add internal comments to collaborate with your team while engaging in conversations with your contacts. These comments will remain visible only to users and will not be seen by the contact, ensuring smooth and private communication.

• Internal Comments: Add internal comments while having conversations. These comments are not shown to the contact, ensuring private communication within users. ✍️

• Filters: Quickly find all conversations where you’ve been mentioned or a specific user has been mentioned using the Mentions quick filter. 👁️

• Notifications: Receive notifications when someone mentions you in an internal comment or for new messages on conversations where you have been mentioned.

• Within an individual conversation, apply the Internal Comments filter to see only the internal comments, allowing for quick access to all comments in sequence.

• Mentioning a user in a conversation adds them as a follower and grants them access to the contact and conversation, even if they previously had only assigned data access.

• Mention Users: Tag team members in internal comments by typing @ followed by their name.⚡.

How This Helps: 🤩

• Better Collaboration: Internal comments allow team members to discuss and share information privately without disrupting the conversation with contacts.

• Stay Informed: Quick mentions and notifications ensure everyone is updated on important messages and feedback.

What’s New?

• We’re excited to introduce new enhancements to the Recurring Appointments feature, available exclusively for appointments created via the in-app appointment modal:

• Custom Recurring Appointments: Create recurring appointments directly using custom date and time options, even without a configured recurring calendar.

• Bulk Edit/Delete: Edit or delete all occurrences of a recurring appointment with one action.

• Flexible Recurrence Rules: Set up advanced recurrence patterns (e.g., second Tuesday of every month, weekdays only, or annually on a specific date).

• Infinite Recurrence: Set appointments to repeat indefinitely, end on a specific date, or after a set number of occurrences.

• Note: Recurring appointments created via the custom tab in the in-app appointment modal do not check availability and will be booked strictly based on the recurrence rules set.

How to Use?

• Create New Appointment: Click on New Appointment > Select the calendar, team member, and contact.

• Configure Recurrence: Go to the Custom Date and Time section, check the Recurring appointment box, and define your recurrence pattern.

• Set Recurrence End: Choose to end the recurrence never, on a specific date, or after X occurrences.

• Save: Click on save to create a new recurring appointment.

Note:

• Canceling or rescheduling a custom recurring appointment using the cancellation/reschedule link or the contacts/conversations tab will affect the entire series.

• Custom recurring appointments are currently not supported for service and class booking calendars.

• Only one Zoom, Google Meet, or Microsoft Teams meeting link will be generated for the entire series.