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most recent additions and improvements

Changelog

v2026.3July 1–4, 2026

AI Blog Post Generator for WordPress

A major new content marketing feature: accounts with a WordPress-powered website or blog can now connect it directly to Power Answer and let AI handle blog content from idea to publish. The platform builds a profile of the business from its own website and existing content, uses it to propose new post ideas on an ongoing schedule, writes full articles, suggests a matching photo, and can publish straight to the live site — with an optional fully-automated mode for accounts that want to hand off the whole process.

New Features
  • WordPress Blog Post Generator: Connect a WordPress site with a username and site-generated access credential, and Power Answer builds an AI profile of the business — its brand voice, ideal customer, SEO opportunities, trust signals, and a summary of existing content. That profile powers a full content pipeline: new post ideas are proposed on a rolling weekly schedule, each idea can be approved into a full AI-written article with a suggested stock photo, and the finished post can be scheduled or published straight to the site.
  • Auto Pilot: Turn on Auto Pilot for a connected site to run the entire pipeline hands-free: new ideas are approved automatically, articles are written automatically, and posts are scheduled for their target date without anyone needing to review each step. The upcoming content calendar is kept topped up automatically as posts go live.
  • Seasonal & Brand Guardrails: Each connection now supports a set of hard "don't" rules (e.g. never mention a competitor, never discuss pricing directly) and a seasonality profile describing how the business's content should lean into seasonal timing — both factored into every proposed idea and every article written.
  • Live Blog Pipeline Updates: The dashboard now receives live status updates as a new WordPress connection is set up (profile building, content import, idea generation) and as each blog post moves through writing and publishing, instead of needing a manual refresh to check progress.
Improvements
  • Custom Idea Batch Size: When requesting new blog post ideas on demand, choose how many to generate at once (from 1 to 12) instead of always receiving a fixed batch of four.
  • Billing Performance: Improved the reliability and speed of the recurring monthly billing process for accounts at scale.
v2026.2xJune 23–30, 2026

Direct Mail Order Self-Service

Clients can now build, price, submit, and pay for their own Direct Mail campaigns directly from the client portal — no longer requiring an admin to place the order on their behalf. Every order shows its full cost up front, including processing fees, before the client commits to it.

New Features
  • Direct Mail Order Self-Service: Clients can now create a Direct Mail order themselves from the client portal: choose a mailing list, a print product, and a mail date, then submit and pay in one step.
  • Order Cost Preview: Before submitting an order, clients now see a full cost breakdown — including the difference between card and bank payment processing fees — so there are no surprises at checkout.
  • Order Visibility: A submitted order now appears in the client portal immediately, rather than only once it reaches production.
Improvements
  • Statement Descriptions: Charges to a client's card or bank account now show a clearer, category-specific description (e.g. Direct Mail, Support, Client Portal), making it easier to recognize charges on a statement.
  • Payment Reliability: Improved the reliability of Direct Mail order payments so a payment method is never charged unless the order is fully and successfully created.
  • Add Payment Method: Minor improvements to the flow for adding a new payment method in the client portal.
Bug Fixes
  • Direct Mail Order Pricing: Fixed an issue where the estimated cost shown before submitting a Direct Mail order reflected a per-piece rate instead of the full campaign total.
v2026.2wJune 13–19, 2026

Manual Mailing Lists & Reporting Accuracy

A collection of reliability fixes and accuracy improvements across Manual Mailing List orders, website hours of operation, and the Google Ads and NexHealth integrations, along with a fix for an intermittent Google sign-in redirect issue.

Improvements
  • Manual Mailing List Orders: Orders placed while a manually uploaded mailing list is still processing no longer fail outright; they now wait for the upload to finish before proceeding. A downloadable sample CSV template is now available to guide correct formatting, and a custom list name entered during upload is now saved correctly.
  • Website Hours of Operation: Published websites now display live business hours pulled directly from the account's configured schedule, including whether the business is currently open.
  • Google Ads Report Accuracy: The Google Ads report now automatically switches to showing overall conversion cost instead of cost-per-customer when the per-customer figure would be misleadingly high.
  • NexHealth Integration: Practice management data collection was refactored to pull directly from source records for each period, producing fresher and more accurate data.
Bug Fixes
  • Sign in with Google: Fixed an issue that could cause users to land on the wrong page after signing in with Google.
  • Google Ads Reporting: Fixed an issue where Performance Max campaigns were excluded from ad spend and conversion totals, since they don't use standard ad groups like other campaign types.
v2026.2vJune 11, 2026

Leads Footprint PDF Report & Account Goal Setting

The Leads Footprint insight now ships with a fully designed single-page PDF report. It features an account-level goal setting — Appointments or Estimates — that flows through the insight dashboard and into the report, so every stat, comparison, and campaign ranking is framed around the metric that matters most to each practice.

New Features
  • Leads Footprint PDF Report: A single-page PDF report covering the account's lead geography and campaign performance. Includes a full-width map of lead locations, four headline stats (Campaigns, Calls, Form Submissions, and the account's primary goal metric), and a campaign breakdown table showing each campaign's call, form submission, and goal performance with period-over-period change indicators. Campaigns are sorted by the goal metric and capped at the top six.
  • Account Goal Setting: Accounts can now be configured with a primary goal of either Appointments or Estimates. This setting drives which metric is highlighted across the Leads Footprint insight and its PDF report.
v2026.2uJune 3–10, 2026

Leads Footprint Intelligence, Physical Addresses & Platform Improvements

A set of platform-wide improvements expanding the geographic intelligence behind the Leads Footprint insight, establishing physical address data for accounts, and reducing overhead on reporting and asset delivery.

New Features
  • Account Physical Address & Coordinates: Accounts now store a dedicated physical address (address line, city, state, ZIP, and country) along with geocoded latitude and longitude, separate from the billing address. This geographic data anchors map-based features.
  • Leads Footprint Map Generation: Lead distribution maps are now generated from the account's stored coordinates, with automatic bounding box correction to prevent geographic distortion when leads are concentrated in a narrow area.
  • Campaign Icons: Visual icons for standard campaign types (Google Ads, Facebook, Meta, Google My Business, Direct Mail, Website, Events, Landing Page, and Yelp) are now registered and used in the Leads Footprint map and PDF to visually identify each campaign at a glance.
  • Insight Asset Endpoint: A new secure client endpoint streams insight-generated assets — such as map images — directly to the browser, scoped to the authenticated account so assets from other accounts cannot be accessed.
Improvements
  • Leads Footprint Data Collection: The Leads Footprint collector was significantly refactored to query source tables directly for each period instead of aggregating intermediate stored files. This eliminates a full cascade of intermediate reads and produces fresher, more accurate results.
  • Configuration Report Performance: The admin configuration report was restructured to use two bulk queries covering all accounts at once rather than one query per account, reducing database load at scale.
  • Infrastructure Deployment Templates: Cloud infrastructure deployment templates were added to the repository, enabling fully reproducible environment provisioning.
v2026.2tMay 28 – June 2, 2026

Direct Mail Upsell, Insight Automation & Fixes

A release enriching the Direct Mail insight experience, automating how clients are enrolled in insight email reports, and resolving several billing and data accuracy issues.

New Features
  • Direct Mail Insight — Upsell Page: When a client has no active direct mail orders, the Direct Mail Insight PDF report now displays a branded introduction page showcasing the New Movers program: personalized postcard mailers, variable data addressing per recipient, and a no-contract model with a low per-piece cost — with a direct link to book a campaign consultation.
  • Insight Auto-Subscription: Insights can now be configured to automatically enroll users in email report subscriptions when the insight is enabled on their account. Users added to an account are also automatically enrolled in reports for all insights already active on that account. The Dental Marketing Monthly report is the first insight to use this, enrolling users in the monthly email report automatically.
  • Direct Mail Insight Auto-Enabled: The Direct Mail insight is now included in the set of insights automatically enabled when a client portal account is activated.
  • Home Task — Pending Status: Home tasks can now be set back to "pending" via the client portal, enabling more nuanced task workflow management beyond simple complete/incomplete states.
  • Additional Campaign Source Types: Nextdoor, Billboard, Audio, Print, and Yelp were added as recognized campaign source types, broadening multi-channel marketing attribution.
  • Phone Numbers in Home Dashboard Campaign Breakdown: The home dashboard campaign breakdown now includes the phone numbers associated with each campaign.
Improvements
  • Google Ads Calls — Telemarketer Exclusion: Google Ads call statistics now automatically exclude telemarketer-flagged calls, producing cleaner conversion counts.
  • Direct Mail Data Collection: The Direct Mail collector was refactored to query source tables directly for each period, improving data accuracy and eliminating a cascade of intermediate storage reads.
  • Dental Marketing Monthly — Industry Benchmarks Refreshed: National average and top-10% benchmarks for Missed Call Rate, New Patient Conversion Rate, New Patient Calls, Online Review Count, and Print Mailer Action Rate have been updated to reflect current industry data.
  • Queue System Connection Limits: Queue worker concurrency limits were reduced to better match available infrastructure capacity and prevent oversubscription under load.
Bug Fixes
  • New Patient Conversion Rate: Corrected a calculation error where the conversion rate was divided by total calls instead of new patient calls only, which was producing artificially low reported values.
  • Projected Invoice Approval: Invoices in projected status are no longer overridden to approved during billing runs, preventing premature status transitions before invoices are finalised.
  • Client Portal Invoice — Direct Mail: Resolved an error when loading client portal invoices on accounts with direct mail data.
v2026.2sMay 21–28, 2026

Insights Expansion, Google Ads Intelligence & PDF Report Customisation

A major Insights release. A new Dental Marketing Monthly insight delivers a consolidated view of the five key monthly marketing metrics across call performance, ad conversions, mailer response, and online reviews. The Insights Marketplace was overhauled so that each insight now exposes a structured feature list and rich description, giving clients full context before enabling an insight. Google Ads intelligence was significantly extended: connecting a Google Ads account now automatically enables the insight and backfills data; the management fee can be hidden per account; and PDF reports now support configurable customer vs. patient terminology and conversion vs. interactions labelling. Insight report subscriptions can now be linked directly to a logged-in user. The Calls home dashboard was extended to include a campaign breakdown. AI call analysis and transcription capacity was increased.

New Features
  • Dental Marketing Monthly Insight: New insight tracking five key monthly marketing metrics in a single dashboard: missed call rate, new customer conversion rate, new customer call volume, Google Ads conversion rate, mailer conversion rate, and current online review count. Includes a PDF report and is updated nightly.
  • Insights Marketplace Overhaul: Each insight in the marketplace now exposes a structured list of features with names, descriptions, and icons, alongside a rich description of how the insight works. Marketplace pages are now driven from a central configuration, making the feature list authoritative and consistent across the platform.
  • Google Ads Auto-Enable on Connection: Connecting a Google Ads account now automatically enables the Google Ads insight and backfills one month of historical data immediately, so dashboards are populated without requiring manual configuration.
  • Insight Report Subscriptions — User Linking: Insight report email subscriptions can now be linked directly to a platform user account rather than requiring a standalone email address. The email field is now optional when a user is provided.
  • Calls Home Dashboard — Campaign Breakdown: The calls home dashboard now includes a breakdown of call volume by campaign, giving a quick per-source summary alongside the existing period-level stats.
  • Direct Mail Data Refresh on Order Send: When a direct mail order is dispatched, the associated insight data is automatically recollected, keeping the Direct Mail insight current without waiting for the next nightly run.
Improvements
  • Google Ads PDF — Configurable Label Terminology: The Google Ads PDF report now supports account-level label configuration: "Customer" terminology can be switched to "Patient", "Interactions" can be switched to "Conversions", and when new customer count is zero, the stat boxes automatically fall back to showing Total Conversions and Cost per Conversion instead.
  • Google Ads — Management Fee Visibility Control: The management fee stat box in the Google Ads report can now be hidden on a per-account basis, replacing it with ad spend as the primary cost metric when the fee is not client-facing.
  • Google Ads — Performance Optimisation: Data collection for the Google Ads integration was significantly optimised, reducing collection time and resource usage during nightly runs. Concurrent insight collection was increased to handle more accounts in parallel.
  • Google Ads — Insight Collection Refactored: Insight data collection logic was extracted into a shared base class, making individual collectors smaller and easier to maintain across all insight types.
  • AI Analysis & Transcription Capacity: Processing limits for AI call analysis and transcription jobs were increased to handle higher call volumes without queuing delays.
  • Database Performance — Direct Mail Indexes: New database indexes were added to the direct mail calls table, improving query performance on large datasets.
  • Saturation Mailing List Processing: Saturation mailing list job processing was improved to handle additional edge cases more reliably.
  • Payment Agreement Admin Tools: New admin tools allow backfilling payment agreement records from storage, generating missing agreements for accounts that signed without a PDF on file, listing accounts with active subscriptions that have not yet signed, and deleting agreement records in bulk by ID range.
v2026.2rMay 20, 2026

Platform Health Monitoring, Incident Management & Payment Agreements

A transparency and reliability release. Platform health is now monitored continuously and exposed through a public status API backed by a rolling 90-day history, giving clients and integrations a live view of service availability. Admins can publish incident and maintenance notices that are accessible publicly. Payment agreements are now permanently recorded and linked to their account, with a fully branded PDF that captures the signer's name and IP address as proof of consent. Connecting a NexHealth integration now automatically enables the PMS Appointments & Sales insight and backfills two months of historical data immediately.

New Features
  • Platform Health Status: A public endpoint now reports the real-time health and response time of the platform and each connected service. Results are logged every 15 minutes and stored in a rolling 90-day history, accessible via dedicated history and day-level endpoints.
  • Incident & Maintenance Notices: Admins can now create and resolve public status notices across four categories: maintenance, notice, incident, and outage. Each notice includes a title, description, category, and optional resolution timestamp. Active and resolved notices are available via a public endpoint for use in status pages and client-facing displays.
  • Payment Agreement Records: Signed payment agreements are now permanently recorded in the platform and linked to the client account. Each record stores the location of the agreement PDF, and admins can list all agreements or download any individual PDF directly from the admin portal.
  • Branded Payment Agreement PDF: The payment agreement PDF is now fully branded using the platform's configured colour scheme, logo, and website URL, with a consistent header, footer, and layout. If the signer's name and IP address are provided at the time of signing, a consent block is appended to the document as a permanent record of the electronic agreement.
  • Automatic PMS Data Import on NexHealth Connect: When a NexHealth integration is connected for the first time, the PMS Appointments & Sales insight is automatically enabled and two months of historical appointment and sales data are imported immediately, so dashboards are populated without requiring manual configuration.
Improvements
  • Scheduled Jobs via System Cron: Background scheduled tasks are now managed directly through the server's cron system rather than a platform-internal scheduler endpoint, improving reliability and reducing latency on time-sensitive jobs.
v2026.2qMay 18–19, 2026

Walkthroughs, Google Sheets & Billing Improvements

Guided product walkthroughs can now be tracked per user, allowing the platform to know which onboarding steps have been completed and present the right guidance at the right time. The Google Sheets integration gained the ability to list all configured form connections for an account. Direct mail Canada orders can now have their quantity updated after creation, and client invoices can be created and updated with a category for better billing organisation.

New Features
  • User Walkthroughs Tracking: The platform now tracks which guided product walkthroughs each user has completed, enabling contextual onboarding flows and preventing already-seen tours from reappearing.
  • Google Sheets Integration — List Configurations: A new endpoint lists all active Google Sheets form connections configured for an account, making it easier to audit and manage live form integrations.
  • Canada Direct Mail Order Quantity Updates: The quantity on Canada direct mail orders can now be updated after the order has been created, without requiring a new order to be placed.
Improvements
  • Client Invoice Categories: Client portal invoices can now be assigned a category at creation time, and the category can be updated on existing invoices, making it easier to organise and filter billing records.
v2026.2pMay 13–16, 2026

Support System, Email Subscriptions & Reporting

The in-platform support ticket system received improvements to how ticket authors are recorded and displayed. Admins can now subscribe to email notifications for key platform events. Canada direct mail order handling was improved based on operational feedback. Two new fields — external CRM company ID and payment processor customer ID — were added to account reports for easier reconciliation with third-party systems.

New Features
  • Admin Email Subscriptions: Admins can now subscribe to receive email notifications for key platform events, with support for managing and updating subscription preferences.
  • Client Portal Invoice Category: Client portal invoices now support a category field, giving billing admins a structured way to classify and filter invoice records.
Improvements
  • Canada Direct Mail Order Handling: Processing logic for Canada direct mail orders was updated based on field feedback, improving reliability for cross-border order fulfilment workflows.
  • Account Reports — CRM & Payment IDs: Account-level reports now include the external CRM company ID and payment processor customer ID, enabling faster reconciliation between the platform and third-party billing or CRM systems.
Bug Fixes
  • Support Ticket Author: Fixed an issue where the author on support tickets was not being recorded or displayed correctly in certain creation flows.
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