Last updated
Was this helpful?
Notice anything new about YesHello navigation bar? Well spotted if yes! We’ve redesigned our platform for a more intuitive navigation experience. Let's zip through the changes we’ve made:
First, you’ll see that we have moved all modules to the side navigation bar. Instead of trying to remember where the different modules are parked, they are now handily gathered in a single panel for easy browsing.
You’ll also notice that only the most important and frequently used modules are listed in the navigation bar. Fret not if you don’t immediately see modules such as Snippets and Files - these have been moved under Workspace Settings.
At the bottom of the navigation bar are your profile avatar, the notification center, and the help button. Click on your avatar to open the user menu. Here, we have introduced a couple of shortcuts for you:
Set myself as Busy/Online: Click to change your status from Online to Busy or vice versa.
Notifications: Click to view and manage your notification settings.
Next, we now have a unified Settings Module for you to manage your Workspaces, and Personal Settings. Talk about a time-saver! Depending on your access level for Workspaces you will be able to view different settings here.
Included in the improved design of the message composer are two new icons. In addition to typing "/" to search for Snippets or "$" for dynamic variables, you can now also select either from the toolbar.
So is this update only about redesigns? Of course not!
Hands down the most exciting part of this release are two new - and really cool - steps for Workflows!
Survey module being deprecated in Q1 2022? Relax, we’ve got your back. We are introducing a great way for you to store responses from contacts with a Google Sheets integration.
You can now use variables to save all Contact details added to Workflows in Google Sheets. Even more powerful is the fact that formulas are supported! Write them where necessary in the configuration and Google Sheets will automatically calculate the results.
This is definitely one of the most anticipated Workflows steps we’ve ever launched! After receiving numerous feature requests for automated HTTP requests, we made sure to deliver. You can now make HTTP requests to external APIs and save the responses as variables in Workflows. You can even define the header and body of your HTTP request to make sure the receiver will be able to decode it correctly.
That’s not all! We pay attention to the finer details. Here are some small improvements we have made across the platform:
IMPORTANT: To use variables across the whole platform, use"$"instead of “@”.
You can now also export user data from the Users page under Workspace Settings.
and some bug fixes...
URLs without http/https can now be saved in custom fields
Workflows: The trigger failure of steps following Assign To steps has been fixed
Messages: Conversation Open by Workflow event is now displayed in the Messages Module
Check out our new set of dynamic variables for assignees. One of the powerful use cases for this is sending messages with Workflows after a Contact is assigned. For instance, you can automate sending a"You are assigned to $"message to keep Contacts updated. Read about more assignee variables .
There’s also a new contact variable - $, to identify or use contact IDs where necessary.
