💭 Knowledge Base (Staging)

• Document uploads - Attach PDFs or docs to improve AI precision and grounding during calls.
• Scoped access - Knowledge bases are private to each user for security.
• Fast creation - Create and delete knowledge bases asynchronously in about 3 seconds.
• Context-aware answers - Agents can reference figures from uploaded files without extra prompting.

🔗 Conditional Workflows (Staging)

• Post-call conditions - Send email or SMS only when conditions match, such as status equals interested.
• JSON field matching - Parse post-call analysis and match fields or search for text.
• Voicemail detection - Filter voicemail interactions before triggering automations.
• Fewer external tools - Common MAKE flows are now native for clearer setup and debugging.

📞 Web-to-Phone Switching (Staging)

• Seamless handoff - Move a live web chat to a phone call with full transcript and context preserved.
• Configurable prompts - Define follow-up rules and caller numbers per agent.
• Multi-channel foundation - Sets up future continuity with SMS follow-ups.

📆 Campaign Management (Staging)

• Drafts and scheduling - Prepare, edit, and schedule campaigns before activation.
• Contacts and CRM - CSV uploads and CRM connectors populate campaign lists.
• State and filters - Improved state management and activity filtering ahead of beta.