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Changelog
Outbound Webhooks
Administrators can now configure outbound webhooks that notify an external system in real time when key events happen on the platform, starting with new accounts and new users.
- Outbound Webhooks (Admin): Administrators can register a webhook URL to be notified by `POST` request whenever an account or user is created, with an optional secret key sent along for authentication. Multiple webhooks can be registered for the same event. A webhook can be sent a test delivery on demand, temporarily toggled off without deleting it, and its delivery history reviewed and re-sent from a paginated log, so it's easy to confirm a receiving endpoint is working correctly.
- Automatic Attribution Insight Refresh: Marketing-attribution report data now automatically refreshes for any date that received new appointments or sales from a CSV import, instead of waiting for the next scheduled update.
- Manual Call Re-Analysis (Admin): Fixed an error that could prevent an admin from manually re-running transcription and analysis on a call belonging to a deleted account.
Attribution Import Performance & Direct Mail Matching
Large attribution CSV imports are now processed much faster and no longer time out, and two matching issues that could cause Direct Mail campaigns to miss a contact have been fixed.
- Faster Attribution CSV Processing: Reworked how an uploaded attribution CSV is processed so large files (thousands of rows) no longer risk timing out partway through; a file that previously could fail to finish importing now completes reliably.
- Direct Mail Contact Matching Accuracy: Fixed a coordinate-precision mismatch and a missing zone check, either of which could prevent a contact from being correctly matched to the Direct Mail campaign that reached them, affecting campaign attribution and billing for matched contacts.
Marketing Attribution Import & Calendar Event Attendees
Clients can now upload a CSV of patient visits exported from their practice-management software to automatically populate marketing-attribution reports, and calendar events gained the ability to choose specific attendees instead of always booking every calendar member.
- Marketing Attribution CSV Import: Upload a CSV of patient visits (appointments and completed sales) exported from a practice-management system; each row becomes an Appointment or Sale record that feeds directly into marketing-attribution reporting. Duplicate visits are automatically detected and skipped on re-upload, and common alternate column headings from different practice-management exports are recognized automatically.
- Choose Specific Event Attendees: Creating a calendar event can now select an explicit subset of internal attendees instead of always booking every current member of the calendar, including people outside the calendar's own account. An event can also be created with only external (non-user) attendees.
- HubSpot Company Sync: Fixed an error syncing certain multi-select onboarding fields to a HubSpot company record.
- PDF Font Cache Corruption: Fixed a scenario where a PDF's custom fonts could become permanently stuck in a broken state after a deploy, causing that font to fail on every report render until manually corrected.
Live Call Status & Marketing Report Redesign
Calls now appear on the calls list the moment they arrive and update live as they progress, and the free marketing report generated for prospective clients got a visual redesign along with richer business data.
- Live Call Status: Calls now appear in the call list the instant they arrive, showing as "in progress," and update in real time as they're answered, completed, and transcribed — no need to refresh the page. A new `in_progress`/`completed` status filter is available anywhere calls can be filtered.
- Redesigned Marketing Report: Refreshed the visual design of the free marketing report generated for a business, and added the business's Google star rating, business type, and photo alongside its existing review count and competitor comparison.
- New "Reschedule" Call Outcome: Call analysis can now classify a call's outcome as a reschedule.
- Faster Stale Call Recovery: Calls that occasionally get stuck showing "in progress" due to a missed status update now check the call's real status before finalizing and recover in as little as 30 minutes rather than up to 2 hours.
- Marketing Report Generation: Fixed an issue where the free marketing report could fail to generate for a business when no nearby cost/lead data was available for one of its specific procedures.
- Phone Number Test Flag: Fixed a validation issue that prevented a phone number's test-mode flag from being saved correctly when updating a phone number.
Billing, QuickBooks & Reliability Improvements
A round of reliability work on QuickBooks syncing and call transcription/analysis, plus a billing-data fix for new accounts, a Google Ads reporting bug fix, and the ability for administrators to delete account and user agreements.
- Delete Account/User Agreements (Admin): Administrators can now delete an account agreement or user agreement record from the admin portal.
- QuickBooks Sync Reliability: QuickBooks invoice, payment, and refund sync jobs now wait before automatically retrying a failed attempt, so a brief QuickBooks outage is retried cleanly instead of immediately hitting the same failure again.
- Call Transcription & Analysis Retry Logic: Call transcription and AI call analysis are now automatically retried on a transient failure, reducing failed transcriptions and analyses caused by brief hiccups.
- Google Sign-In — New vs. Returning User: Signing in with Google now tells the frontend whether the sign-in created a brand-new account or logged into an existing one, so a first-time welcome experience can be shown appropriately.
- Admin Billing Filters (Admin): The admin invoices and charges lists can now be filtered by time of day in addition to date, and charges can be filtered to show only those missing a QuickBooks payment record.
- Google Ads Insight Totals: Fixed a bug that could cause a Google Ads Insight report's total impressions and cost to reflect only the last location processed instead of the true account-wide total.
- QuickBooks Invoice Processing Fee: Fixed an issue where an invoice synced to QuickBooks before being fully paid could be missing its processing fee, leaving an incorrect balance in QuickBooks; affected invoices can now be identified and corrected.
- Missing Billing Email on New Accounts: A newly created account with no billing email explicitly set now defaults to the account owner's email, so billing and invoice notifications have somewhere to go.
Call Analysis & Recording Improvements
A release focused on how the platform reads and classifies calls. Call analysis now recognizes automated robocalls and fake "Google listing" sales calls, flags calls handled by a third-party answering service, and explicitly marks calls that were never answered by a person. Call recordings are handled more reliably, and a direct mail order approval error affecting Canadian campaigns was resolved.
- Answering Service Detection: Calls are now flagged when they were picked up by a third-party answering service or call center rather than the business's own staff, making it possible to track after-hours and overflow call handling separately.
- Better Robocall & Spam Detection: Call analysis now identifies automated dialers, pre-recorded robocalls, and "press 1 to speak to an agent" outreach as telemarketer calls, even when the recording is very short. Unsolicited calls claiming to be from Google, Google Business Profile, Bing, Yelp, or similar listing and SEO providers are now automatically classified as sales calls.
- Missed Call Outcome: Calls that ring through but are never answered by a person now carry an explicit "missed call" outcome instead of being left uncategorized.
- Call Search & Statistics Consistency: Call list search, filtering, and dashboard call statistics now run directly on the platform database, removing reliance on an external search service so results always reflect the latest call data.
- Canadian Direct Mail Order Approval: Fixed an error that blocked approval of Canadian direct mail orders after a new safeguard was added to prevent approving orders with an empty mailing list.
- Call Recording Cleanup: When a call turns out to have no usable audio, its recording reference is now cleared and its duration corrected, so the call list no longer shows an unplayable recording.
- Google Ads Geographic Report: Locations with no impressions and no spend are now excluded from the Google Ads geographic performance breakdown, removing empty rows from the report.
Admin Call Management & Transcription Reliability
Administrators gained a cross-account call browser and a bulk re-analysis tool for reprocessing large sets of calls at once. Call transcription also became more resilient to short, empty, or failed recordings.
- Cross-Account Call Search (Admin): A new admin call list shows calls across every account in one place, with the same filters available on the per-account call list, plus a companion endpoint that supplies filter dropdown values without a slow full-table scan.
- Bulk Call Re-analysis (Admin): Administrators can now re-run transcription and/or AI analysis on an entire filtered set of calls in the background, instead of one call at a time.
- Transcription Error Handling: Failed or empty transcriptions are no longer cached or treated as successful. A call's duration is kept accurate from the transcription data regardless of outcome, and calls with no spoken words are marked as missed rather than sent on for full analysis.
- Sign-In Resilience: Added error handling around Google sign-in so a transient failure from Google returns a clear message instead of an unhandled error, with the destination recorded in the activity log.
Mobile Sign-In & Platform Reliability
Added "Continue with Google" sign-in for the mobile app, upgraded the underlying AI engine, and resolved a range of reliability issues across phone number setup, caching, lead imports, and direct mail order approval.
- Google Sign-In for the Mobile App: The mobile app now supports "Continue with Google" using each platform's native Google sign-in, with the same account-linking behavior as Google login on the web.
- Site Directory Endpoint: Added a public endpoint that lists the slugs of all published sites, so the front end can build a complete sitemap.
- AI Engine Upgrade: Migrated call analysis and monthly report generation to the AI provider's current-generation API. Analysis models are now simpler to manage and model updates take effect immediately instead of on the next deploy.
- Phone Number Setup Defaults: When buying an additional phone number for an account that already has one configured, the new number now inherits the existing number's settings — call forwarding, whisper message, after-hours behavior, and more — as defaults, so only the campaign needs to be set.
- Google Sheets Lead Names: Lead imports from a connected Google Sheet now correctly recognize a single "full name" column and split it into first and last name.
- Unknown Numeric Values: Numeric fields such as procedure price that the AI can't determine are now consistently left blank rather than showing a placeholder like 0.
- Direct Mail Order Approval Safety: An order can no longer be approved while its mailing list is still empty (for example, before list processing has finished), which previously produced a mailing with no recipients.
- Distributed Cache Corruption: The shared cache now detects and discards partially written or unreadable entries instead of serving broken data for the rest of the entry's lifetime.
- Site Content Caching: Fixed stale site content being served after an update, and cached data is now cleared correctly when a site is updated or deleted.
Google Calendar Sync & Meta Ads Insight
Users can now connect their Google Calendar to automatically mirror their Power Answer scheduling, and the Meta Ads Insight report gained results and lead metrics along with a refreshed PDF export.
- Google Calendar Sync: A user can connect their personal Google Calendar so that any calendar event they're on — personal or shared — is automatically pushed to their Google Calendar as it's created, updated, or removed. This is a one-way sync from Power Answer to Google.
- Meta Ads Insight — Results & Leads: The Meta Ads Insight report now shows Meta's own results and cost-per-result (based on each campaign's optimization goal), a goal-independent lead count with cost-per-lead, and total clicks — all with period-over-period comparisons and campaign, ad set, and ad breakdowns. Audience reach is now pulled directly from Meta for the reporting period for greater accuracy.
- Meta Ads Insight PDF: Reworked the Meta Ads Insight PDF export layout and content to match the new metrics.
- Meta Ads Data Collection: Made Meta Ads data collection substantially more efficient.
- Meta Integration Redirect: Fixed the return redirect after connecting Meta from either the admin or client portal, which could previously send the user to the wrong destination.
Calendars & Scheduling
Launched a full scheduling system: shared team calendars, per-user working hours and time off, availability-aware booking with conflict protection, and a public booking page that people can use to book themselves in.
- Shared Calendars: Create account calendars with explicit staff membership, configurable slot length, booking buffers, minimum notice, and how far in advance bookings are allowed. A time slot is offered only when every member of the calendar is free.
- Personal Calendars, Working Hours & Time Off: Each user has one personal calendar, one weekly availability schedule, and a time-off list, all of which apply everywhere they're a member — across every account — so their real availability is always reflected.
- Availability-Aware Booking: Bookable slots are calculated live from working hours minus time off, existing events, and buffers, then intersected across all calendar members. Creating an event re-checks everyone's availability and rejects conflicts, with locking to prevent two overlapping bookings slipping through at the same time.
- Public Booking Page: Every calendar has a shareable public booking link that lets someone without a login view open slots and book an appointment themselves, including their contact details. Calendars can carry a default event title and a display color for these bookings.
- External Attendees: Events can include non-user invitees (such as a patient) by name, email, and phone for reference, without affecting availability calculations.
- Merged Schedule View: A single view returns everything on a user's schedule across all their calendars, each event labeled with the calendar it came from.
- Contact Address Editing: Contacts can now have their full mailing address, country, and map coordinates edited directly; setting coordinates re-runs direct mail campaign matching.
- Business Address Context: Address validation and geocoding now use additional business context for more accurate results.
- Call Rating Display: A call that's been rated by more than one person, or re-rated, now consistently shows the most recent rating instead of an arbitrary one.
- Calls Removed Too Early: Removed an automatic old-call cleanup that could run during call import and delete calls that should have been kept.
