Trash, and period-over-period attribution
Deleted audiences and custom campaigns now move to the trash instead of disappearing. The trash lists deletions grouped by the request that made them, so removing three emails and two templates in one action reads as two rows rather than a scatter of single items. Deletions by workflows and other non-user actors are grouped by day and type.
You can filter the trash by who deleted something, see how much is in it, and purge items manually.
Compare attribution to another period
The attribution overview can now be compared against a second period. By default it compares to the equal-length range just before, and the summary and charts return both periods together so the page does not wait on a second load.
Attribution channels also carry colors, and the default channels ship with a palette, so a channel looks the same on every chart it appears in.
Call Agent workflow node
A new workflow node starts an agent session as a step. A workflow can hand a record to an agent for research or drafting and continue once the agent has acted.
Improvements
- Reporting Campaigns can be grouped by class, so a CRM campaign, a blast, and an ad campaign with similar names stay separate rows in attribution.
- Campaigns Field event attendance appears on the contact timeline with the event’s name and a link to it.
- Integrations Zoom Events webinars can be bound to a Conversion webinar, and registrants and attendance sync the same way they do for Goldcast.
- Data Model CSV imports can name the field used to look up a related record, and CSV exports can write a field of the related record, such as a user’s email or a queue’s name, instead of its ID.
- Agents Agents can update campaign fields in bulk, and chat has an effort picker for how hard an agent works on a request.
- Admin Resetting a password invalidates every outstanding reset link, the account page offers a one-click sign out of all other sessions, and passkeys show when they were last used.
Fixes
- Audiences A static audience created with a filter is now populated with the matching contacts.
- Audiences Audience refresh jobs are labeled “Refresh Audience”.
- Campaigns Field events can be duplicated, on their own or inside a duplicated folder.
- Integrations Slack channel IDs are parsed more reliably, with clearer errors when one is not valid.