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Changelog
Launched the Wins Insight dashboard, giving clients a comprehensive view of call outcomes and conversion performance across campaigns, hour of day, and day of week. Calls are now explicitly flagged when an appointment was scheduled during the interaction, enabling more accurate conversion tracking across all reports.
- Wins Insight: New analytics dashboard tracking call outcomes and conversion performance. Displays total calls, first-time callers, potential customers, engaged customers, appointments and estimates booked, call value, new customers, and existing customers — all with period-over-period comparisons. Includes breakdowns by campaign, by hour of day, and by day of week.
- Appointment Scheduled Tracking: Calls are now explicitly flagged when an appointment was scheduled during the interaction, enabling more accurate conversion reporting across all dashboards.
A stability and reliability release focused on platform infrastructure. Ad sync jobs for Facebook and Google Ads were moved to dedicated queues with retry logic to prevent data gaps and throttling. Several performance bottlenecks in the Insights pipeline and carrier route geometry were resolved. Invoice creation was blocked for accounts without a payment method, and edge cases in call recording processing were corrected.
- Facebook Ads Queue: Facebook ad sync jobs now run on a dedicated queue to prevent throttling from impacting other platform operations.
- Google Ads Retry Logic: Google Ads sync jobs now automatically retry on transient failures, reducing data gaps in ad performance reporting.
- Performance Optimization: Resolved several performance issues on the Insights data update and carrier route geometry operations, improving response times.
- Procedure Price Range: Extended the allowed range for procedure pricing to support higher-value treatment categories.
- Radius Search: Improved the geographic radius search algorithm for more accurate and efficient mailing list targeting.
- Billing Reliability: Invoices are no longer created for accounts that do not have a payment method configured, preventing billing errors on accounts awaiting setup.
- Call Recording Error Handling: Improved handling of edge cases when fetching finished calls and their recordings, reducing failed processing jobs.
Expanded the Insights system with email subscription support, multi-brand PDF reports, and bulk insight activation tools. Clients and admins can now subscribe to scheduled insight emails, and PDFs automatically apply the correct branding per vertical. Insights are now enabled by default when a client portal is activated, with automatic historical data backfill so dashboards are populated immediately.
- Insight Report Email Subscriptions: Clients and admins can now subscribe to receive scheduled insight report emails at daily, weekly, or monthly frequencies. Reports are delivered as PDF attachments.
- Default Insights on Account Activation: Configurable insights (e.g., Missed Calls) are now automatically enabled when a client portal is activated for an account, ensuring clients have data from day one. Controlled via a configurable platform setting.
- Multi-Brand PDF Reports: Insight PDF reports now support dynamic branding for Perla, Dental, Veterinary, and Force Pilot verticals, with per-brand logos, background images, and color palettes.
- Admin: Enable Insight for All Accounts: New admin command to bulk-enable an insight across all accounts in the platform.
- PDF Report Design: Insight PDFs received a full visual refresh: updated typography, dynamic stat box icons, improved chart legends, corrected color palette, refined header/footer layout, and better page overflow handling across multi-page reports.
- Automatic Data Backfill on Insight Activation: When an insight is enabled for an account, historical data is automatically collected from the start of the previous calendar month, so the dashboard is populated immediately.
- API Endpoint Performance: Multiple client and admin endpoints were optimized for faster response times.
Launched the first live insight dashboard: Missed Calls. The dashboard tracks missed calls, voicemails, and virtual agent calls with a day-of-week × hour-of-day heatmap and office-hours vs. after-hours breakdowns. Voicemails are now explicitly flagged on call records. A timezone bug causing call time bucketing to use UTC instead of the account's local timezone was also resolved.
- Missed Calls Insight: Launched the first insight dashboard: Missed Calls. Tracks missed calls, voicemails, virtual agent calls, and their percentages for any time period. Includes a day-of-week × hour-of-day heatmap for missed call volume, and office-hours vs. after-hours breakdowns. Data is pre-computed nightly and available instantly for any period up to 90 days.
- Missed Calls PDF Report: Downloadable PDF report for the Missed Calls insight, branded per account.
- Insights Data Collection Endpoint: New admin endpoint to manually trigger or backfill insight data collection for any date range.
- Voicemail Boolean Flag: Calls are now explicitly tagged when a voicemail was left, enabling accurate voicemail tracking across the platform.
- Insight Access Control: An access denied response is now returned when a client attempts to access an insight that has not been enabled for their account.
- Timezone-Aware Call Analytics: Call time breakdowns in insight dashboards now correctly convert from UTC to the account's local timezone before bucketing into hours and days.
Laid the core foundation for the Insights API, allowing insights to be enabled per account with pre-computed data served across multiple period types. Advanced filtering was also added to the admin accounts list to make segmenting and managing large account lists easier.
- Insights API: Launched the core Insights API infrastructure. Accounts can have insights enabled/disabled individually with optional per-account configuration. Insight data is pre-computed and served directly, supporting `day`, `month`, `year`, `last_7`, `last_30`, and `last_90` period types.
- Advanced Account Filtering: The admin accounts list endpoint now supports filtering by related models (e.g., by subscription status, Twilio account presence, country code), making it easier to segment and manage large account lists.
Focused on the client onboarding experience. A branded onboarding summary PDF is now generated for new accounts, and a full onboarding form API was launched with section-based structure, file uploads, and automatic HubSpot sync on completion. The AI agent dashboard is now automatically enabled when agent features are configured on a phone number.
- Onboarding PDF: A branded onboarding summary PDF is now generated for new accounts, consolidating key setup information in a shareable document.
- Onboarding Form API: New API for the client onboarding form, supporting section-based structure, image/file uploads, and the ability for clients to mark the form as completed. Completed forms are automatically pushed to HubSpot.
- HubSpot Onboarding Sync: Onboarding form submissions are now pushed to HubSpot when the form is completed.
- Automatic Agent Dashboard Activation: When a phone number is configured to use the AI agent or agent schedule, the agent dashboard is automatically enabled for that account.
Expanded billing automation with auto-payment for approved invoices, state-aware processing fee calculation, and an automated server cost estimator. Direct mail order management was improved with rescheduling support and enhanced filtering. Two data accuracy bugs were also resolved — one affecting New Movers rolling address counts and one preventing invoices from being incorrectly re-opened on already-paid records.
- Automated Server Cost Calculator: The platform now automatically estimates monthly infrastructure costs based on actual usage (call minutes, AI usage, active accounts), with a configurable minimum server cost floor.
- Processing Fee Billing: Processing fees are now automatically calculated and added to invoices based on the account's billing state, with exclusions applied for states where surcharging is restricted.
- Auto-Payment of Approved Invoices: Client portal invoices that are reviewed and approved are now automatically charged, removing the need for manual payment collection.
- Mailer Count Filtering & Sorting: The admin mailing lists view now supports filtering and sorting by mailer count.
- Direct Mail Rescheduling: Orders can now be rescheduled to a new send date after they have been created.
- New Movers Data Fix: Resolved an issue affecting the accuracy of rolling address amounts in New Movers mailing lists.
- Invoice Stability: Invoices are now protected from being re-opened if they are already in a paid state when an approval action is taken.
Added Typeform integration, home ownership filtering for New Movers mailing lists, and carrier route geometry data to the mailing list preview endpoint. Admin account filtering was enhanced to surface only accounts with active Twilio sub-accounts. A pricing bug for half-fold mailer formats was corrected and geocoding batch sizes were reduced for more stable processing.
- Typeform Integration: Accounts can now be linked to Typeform forms. The Typeform relationship is exposed on the account endpoint and form submissions are imported with field mapping, including insurance information.
- Home Ownership Filter: New Movers mailing lists can now be filtered by home ownership type, enabling more targeted campaigns for homeowners vs. renters.
- Mailing List Geometry Preview: The mailing list preview endpoint now returns carrier route geometry data for map visualization.
- Has Twilio Account Filter: The admin accounts list now supports filtering to show only accounts with an active Twilio sub-account.
- Geocoding Performance: Reduced geocoding batch size for more stable processing of large address lists.
- Direct Mail Pricing: Corrected pricing for half-fold mailer formats.
Continued expanding direct mail capabilities with half-fold mailer format support, household income range filtering, and a raw mailing list file download endpoint. Due dates are now visible on pending orders, and saturation preview results are divided by zone for clearer coverage visualization.
- Half-Fold Mailer Format: Support added for half-fold mailer type in direct mail campaigns.
- Income Range Filter: Mailing lists can now be filtered by household income range for more precise audience targeting.
- Mailing List File Download: Added endpoint to download the raw mailing list CSV file.
- Pending Order Due Dates: Due dates are now visible on pending direct mail orders.
- Saturation Preview: Zone-based radius previews now divide results by zone for clearer coverage visualization.
A major direct mail release. The full saturation mailing list processing pipeline was built out end-to-end, and USPS EDDM carrier route data was integrated with geographic geometries for zip and radius-based preview. Account merge, vendor notes, a formal order approval workflow, and income range filtering were all added. Zone balancing and saturation coverage trimming logic were also refined.
- Saturation Mailing List Processing: Full pipeline for processing saturation mailing lists: builds address data from the Occupant API, geocodes entries, divides coverage into balanced geographic zones, generates the CSV, and submits to the print vendor.
- Carrier Routes (USPS EDDM): Integrated USPS Every Door Direct Mail carrier route data. Routes are stored with geographic geometries, indexed for fast lookup, and can be previewed by zip code or radius.
- Account Merge: Admins can now merge two accounts together, consolidating their data and activity history.
- Vendor Notes: Added a vendor notes feature allowing internal notes to be attached to direct mail orders for print vendor communication.
- Income Filter: Added income range filtering to carrier route and saturation list queries.
- Order Approval Process: Direct mail orders now go through a formal approval workflow before being submitted to the vendor.
- Zone Balancing: Improved the algorithm for dividing saturation lists into geographic zones, using cardinal-point division for more even distribution.
- Saturation Coverage Accuracy: Enhanced the shave-off logic that trims oversized saturation lists to the target count.