Releases

28 Sept 2021

- fix for the Complete Followup count in the lead list filter
- First assistant creation, website field pre-populated with login email domain
- User changed to owner in leads details view
- ability to remove specific email from all notifications

24 Sept 2021

- enhanced model for response classification
- uploaded lead names(first and last) should be proper cased in case of all upper or lower case are uploaded from the excel file

23 Sept 2021

- lead clicked link should be marked Warm
- fix for Reply Followup default as per assistant preference
- fix for Clone of Schedule not working
- fix for Schedule not selectable while add lead.
- fix for Cancel not working on Schedule edit
- fix for lead asking for "company profile" is not getting the brochure

22 Sept 2021

- Lead email cannot be some Assistant
- Add Lead button always available in the bar
- Quill tool bar to have left and right shift actions
- Auto added leads to have tag as AutoAdded

16 Sept 2021

- fix for having the scroll bar for custom message 
- fix for edit lead not to set leads at risk
- fix for distributed the NSD evenly to handle the load of high of leads assigned from Hubspot.

15 Sept 2021

- Allow to edit assistant signature from mobile
- How To and FAQ added in navbar
- Ability to Change Assistant and Change User
- Ability to Test the Custom Message by sending an email
- fix editing the VA with existing VA email should fail
- Fix for save button on schedule description change

07 Sept 2021

- schedule is now available on mobile
- add multiple lead page FAQ button added and some aesthetic changes
- fix for failure of Manually Deactivated leads
- fix for failure of Unsubscribed lead
- Columns of export lead list should be consistent with Import columns

03 Sept 2021

- Reply Followup to not change the schedule. Assistant level preference for ReplyFollowup schedule.
- fix for schedule email getting shown as Broadcast in timeline
- ooo, linkClicked counts in Dashboard
- do not consider ooo as part of responded count in dashboard count
- fix for accepting emails send to assistant in Bcc

25 Aug 2021

- Pagination for Assistant page
- Fix for handling the received response from some other email with same domain (lead forwarded to some other person in the company)

20 Aug 2021

- Edit multiple leads
- Add Lead from Assistant page, schedule selection fix

19 Aug 2021

- fix for custom messages list to be searchable and with pagination when trying ti use custom message in reply action
- fix for search of custom message in the list
- fix to use https API links for CRM integrations
- fix in received email processor when trying to find lead by email
- Fix for engaged list not matching with count
- in Reply drawer, followup lead changed to view lead if the lead already exists
- Confirm edit custom message modal fixed for mobile view
- Forgot password beside error message while signing in

13 Aug 2021

- fix to handle the open email handler failure for deactivated org
- fix to handle the timeout for hubspot processing when a lot of contacts are assigned together from Hubspot
- fix to show "Delivery Failed" sub status for those Deactivated lead and not consider them in the used count.
- Dashboard graphs to show monthly and quarterly correctly
- add lead button on each assistant
- in schedule, while selecting custom messages, user should just be able to scroll till the end of the list (infinite scroll)

11 Aug 2021

- fix for Schedule Clone and Rename button
- fix for Save button getting hidden behind the onboarding steps
- Assistant leads number can be clicked to go to leads list
- fix for create custom message and list going blank
- not showing settings link if assistant is not created
- Placeholder text in confirm password while signup.
- login page, if the password validation fails then 'Want to create a new account? link to take user to signup page
- custom messages in mobile too 
- fix for jobadder failures
- fix for hubspot failures
- fix for not able to search using text when filtered by Responded state
- fix for putting notes in CRM when the NSD is moved out because of bounce rate
- accept workemailid in the uploaded excel. Intelli import
- improvisation for debounce failures. to reduce failures

06 Aug 2021

- fix for lead not getting saved for email in OOO content. If one of the email fails for validation
- fix for not saving duplicate response

04 Aug 2021

- Subject line score in broadcast message
- Response tab more options radio buttons simplification

03 Aug 2021

- Onboard tour - sequence changed, dynamic days values in email tabs
- Pipedrive integration. Assistant user not required any more in Pipedrive
- Nurture Suggest. If API times out then assistant sends an email to user to click the link and see the nurture rows
- Message Library now available in mobile view.
- Do not send weekly and monthly summary emails to users who are not CONFIRMED
- Two step upload process. Upload first and validate then someone else can verify and add leads
- TVL made primary and Worked on count in bracket on dashboard
- Assistant preference page now showing errors at right place

30 Jul 2021

Message Library Mobile view

29 Jul 2021

- ability to only upload the excel file and then someone else can verify and add leads
- fix for schedule not showing custom messages beyond 200
- Suggest nurturing step in onboarding
- fix for ellipses in email and schedule name
- fix for look and feel of each message in the messages tab
- fix for messages tab crashing on mobile
- get the assistant count from a summarised table to fix the performance reasons
- get the default dashboard (Quarter) counters from a daily calculated counters table for performance reasons

20 Jul 2021

- JobAdder integration 

16 Jul 2021

- fix for single lead showing someone elses timeline
- add assistant make website mandatory
- Company input moved to top and auto focus on for first assistant creation
- invite user notification simplified and instant
- remind me, user can select time as well along with date
- fix for failure when auto adding leads from OOO emails
- Stop sending schedule emails to leads for users with cancelled or expired plans/subscription

14 Jul 2021

- Onboarding Steps. If user has added leads from outside of Add Lead (old customers) then do not have Add Lead Step
- Clicked Link filter on dashboard
- Lead List button text change
- Open Position Title fields in UI at multiple places for recruitment industry
- Allow decimal values for after_days in schedule
- Hide rename button when clicked on clone button in Schedule

09 Jul 2021

- Ability to set off repeat warm notification for same lead 
- Show the lead in expanded mode when there is only one lead, so that timeline view is seen
- Ease of use for users who call leads, so that they can filter, click the number, add tags and then filter by tags the next day
- Job Title as part of preference for Recruitment only companies
- Ability to click and test the company url while adding the first assistant

07 Jul 2021

- Ability to provide Job Title in excel upload for Recruitment customers
- Deactivated users should be removed from all notifications

06 Jul 2021

- link to org notifications added in assistant notifications and vice versa
- Editing link in nurture, usability fix
- Schedule button for both bottom & right section
- Fix for bulk lead upload failure
- Release the use of response classifier model to all users
- Fix for handling the transient bounce from SendGrid
- Removed word mostly from Zoho & HubSpot notifications

02 Jul 2021

- Fix for the progress bar for processed leads
- Fix for the user notification failure
- Fix for user bounce handler failures
- Title in default signature is Business Development Executive
- Org Notification tab on mobile
- Stop summary email after 15 days of trial end

30 June 2021

- Assistant to have Ability to send using SendGrid as well as AWS SES
- After bulk upload wait for 4 days to check if the bounce rate. If not in limit then notify support.
- Fix for non UTF8 in Assistant copied
- Do not notify or take action if bounce is transient
- User stage watcher. On trialEnd, do not mark the lead processed.
- Changed template for WhatsApp.
- AI Sensed data to be opened by default in Mobile
- Done button in Mobile while typing email on mobile. So that the Reply Followup and other options can be seen before sending.

28 June 2021

- Invite User. Ask for email before first and last name.
- Edit Name icon always visible.
- Ease of adding some simple Notes like "Not Interested", "Call later", "Voice mail", etc. 

27 June 2021

- drag and drop for nurture row
- ability to edit phoneno too along with name
- Show date year for the message
- fix for date time now show properly on low resolution screens

23 June 2021

- fix for empty custom message in schedule
- move schedule to the top of the email review
- How to link in the Schedule Page
- Simple and easy to understand Complaint and Bounce Rate details
- Tool tip for recommended images in Signature, Custom Messages, etc
- Fix in Nurture API to ignore names
- New line in the Warm Notification email

16 June 2021

- emailcc fix for right schedule and assistant
- consider the confirmed email first before maybe emails
- Fix for WhatsApp notificaition not going at times
- API for the bottoms up landing page
- unsubscribe page fix
- meta tags fixed
- order of Remember Me and Reply Followup fixed

13 June 2021

- Send Email Footer Transparent
- Show Bounce Rate for Org in org details tab
- fix for the progress bard at times going beyond limit in the lead list
- Added default State for remindMe & Auto followup while Reply. Preference in the Preference tab.

12 June 2021

- Assistant Manager to receive notifications for other users too. Assistant Managers can manage these notifications separately from self notifications.
- Dashboard graph X-Axis to not show overlapping dates
- Show CC in the leads details of the lead in lead list page
- Prepopulate the company URL for the Nurture Suggest action
- Fix for the lead counts in dashboard when coming from the upload history page after clicking the added leads number

09 June 2021

- Quarterly Plans in product. People from India will see INR price.
- Fix for: Eminence Notifications Issue
- Org level Dashboard counts in Admin UI 

08 June 2021

- Login Page Switch and Notification time diff
- Fix for: Schedules add custom message tags not seen
- Small description for date filters
- [Org Users] Should not show "CONFIRMED" for deactivated users
- [Add Multiple Leads] Two step upload option removed
- Admin : Ability to cancel Trial plan too

03 June 2021

- Reset password link on that page
- Removed Introduction Message from Onboarding steps
- Notification preference link the notification emails
- fix for add more leads checkbox, GST is not mandatory

28 May 2021

- Warning for assistant name > 10
- Assistant can read the website and suggest the Nurture lines
- Make Assistant Manager with one click
- OOB Message Library for users to pick from

26 May 2021

- Local time in Response lead notification as well in WhatsApp notifications of Warm leads
- Capitalize Company name when importing
- For existing leads if already there then update other fields if available. e.g. LinkedInURL, etc. 

25 May 2021

- Assistant to have Description
- Leads Company, Designation, Industry, LinkedIn and Twitter Links in Add/Edit Lead
- Ability to see the Show Optimised Send Time while Replying or writing a message as Assistant
- While Reply, Remind/Auto Followup for No Response
- Onboarding Simplicity: Guided flow for easier and effective user onboarding
- [Dashboard] Default bar chart is of assistant instead of source
- The Nurturing Line personalisation variable in assistant signature to PS: Nurturing Line

18 May 2021

- Reset Filters in Mobile view
- Should see search box phone rotated view
- [Email Changed] Extract lead name from email
- [Mark Hot, Responded] remove LAR to false default
- Don't allow empty user note (State Changes)
- [Warm Lead Notification] New notification: Add Warm Lead (Email) once a day Notification
- [Lead Details] Connect on WA
- Location in response email notification

11 May 2021

- Ability to followup mentioned emails in lead reply

10 May 2021

- Ability to see Personalized Messages and Replies in the Responses tab
- Schedule Later for Replies, Introduce Me.
- New Source Cold added
- Fix for Warm notifications not going
- Fix for incorrect location

6 May 2021

- Show lead location in lead details
- Don't show deactivated leads responses by default

5 May 2021

- Remove LAR on DeActivated state in Teach your Assistant
- Fix for the LAR count in the summary email and the link not working.
- extract location for the Warm email and send it in whatsapp notification. 

3 May 2021

- is user notification emails bounce then set the notification off for those users
- duplicate leads. Do not restart by default. 
- Invitation email content correction
- change the NSD of the bounce risk leads with each day try

30 Apr 2021

- Ability to update the state when teaching the assistant.
- Add Assistant Company Name Autofocus/Autoselect for social email signups as well.
- Nurturing Table Links Validation Confirmation before Save (If links are present).
- Pasting a link into the rich text editors anywhere will now be shown as a clickable link.
- Ability to see user's replies in the response tab
- Don't show deactivated leads responses in dashboard
- Bulk Lead. IF there are two email address in same row then do not process that lead
- If 7Targets users email bounces for notification then need to deactivate the user.
- 7Targets admin to have ability to make some other user as Org Admin

26 Apr 2021

- fix for not picking the right Timezone while calculating the NSD based on OffDays.
- space in front of the bracket for the number in subject
- fix for weekly summary not working
- fix for the missing default assistant
- Upload History Download Link on Filename instead of number
- If multiple emails in same row then do not process that lead in Bulk Lead

22 Apr 2021

- fix for repeated number in subject for email sent as VA.
- fix for unwanted opens and link clicks. 
- Ability to look at all the duplicate leads from an uploaded file.
- Ability to automatically restart the duplicate leads from an uploaded file, if opted for as per assistant preference. 

21 Apr 2021

- fix for considering Off Days while sending the email too.

20 Apr 2021

- Date confirmation checkbox in upload lead to avoid mistaken schedule date.
- Apply Assisted Learning to all the customers.

16 Apr 2021

- Assistant Manager functionality
- Make Unsubscribe available in Teach Assistant
- Engagement rate based on leads to whom emails are sent
- Org Uer page. Show proper status and action Invite User action to be context sensitive
- More information in the invited user email

13 Apr 2021

- Ability to reply to user sent emails
- In reminder emails, response text below the button
- Do not show deactivated and Unsubscribed responses in Dashboard Responses

12 Apr 2021

- More Context, Self Help Colour
- Deactivate LAR from Reminder Email
- Add Assistant Subject Grammatical Change
- Response Classification model in log only mode

06 Apr 2021

- Firefox dashboard widget styling fix
- Length Validations for all fields
- STO Icon Change

01 Apr 2021

- "Reset Filters" button when no leads/responses found. USability change.
- Delete Unused Tags
- Fix for Internal Server error when trying to delete custom message after deleting parent schedule 

30 Mar 2021

- Context based self help while add lead. USer should know how is that field used if he chooses to edit it.
- Bulk Lead LinkedIn Help Notification within the UI on that action.
- Schedule Clone Fix
- Should not replace non-empty subject in broadcast
- Perf improvements in broadcast message

25 Mar 2021

- Ability to set notification for click of a particular link in the email

24 Mar 2021

- Fix for Search by full name to work in lead list
- Ability to filter the leads by which link is clicked as well as link click count greaterThanOrEqualTo
- Ability to filter by using a condition like "Not having specific tag"
- Ability to search/filter the custom message 

19 Mar 2021

- Show who created the Schedule. 
- Simplification of Onboarding a signup user. Take him directly to add assistant, show save button always and preselect company name.

16 Mar 2021

- Custom Message, show clickable Link on Schedule Name
- Ability to use existing broadcast for leads
- Easily identify Send Time Optimized Leads in the lead list via an icon in front of NSD

15 Mar 2021

- Autofocus and autoselect schedule name on clone and rename
- Ability to train your assistant on for specific lead responses
- Show latest Tags at the top of the list

11 Mar 2021

- Ability to download the received email response as EML file

10 Mar 2021

- ability to see the responses which are responded to
- bug fix for the TVL
- Assisted learning capability for the assistant
- Include response body in LAR email

08 Mar 2021

- allow other actions too for Manually Unsubscribed leads
- search lead will look for emails in CC field too
- graceful draining while upgrade. So that the WIP threads complete the task in hand.
- 'No Followups Scheduled' in lead list unexpanded view for the leads with null NSD
- Fixes for Mobile View

04 Mar 2021

- Dashboard : Leads by Assistant graph
- Responses : Ability to show out of office responses
- Ability to identify already visited LinkedIn links in lead details view
- Don't show website icon for leads with social emails
- Ability to schedule a message for single lead, like the broadcast message for multiple leads
- fix for failure (internal server error) when trying to send a message as VA for few leads
- fix for setting the correct total followup count when continuing followup

03 Mar 2021

- zoho integration now supports assigning to the equivalent 7Targets user as logged-in user in Zoho, who is assigning the lead to an assistant.
- the response received is send to the user as attachment too, so that no content is lost

02 Mar 2021

- Allow to deactivate unsubscribed leads.
- Mark Responded allowed for deactivated leads.
- Remember Me defaults to true.
- Edit Assistant: "Phone Number" label changed to "Phone Number (For WhatsApp Notification)"
- Send Message drawer (mobile) to not get closed unless message sending is successful.
- Fix for empty subject for some leads
- Fix for handling the scenario of BrochureSent when Assistant does not have a URL for it

25 Feb 2021

- Created date, assistant name and user name in the exported file
- Fix for handling Unsubscribe spelling mistake

24 Feb 2021

- Mark Responded action available for Mobile
- Show Assistant and user name in the lead details
- Monthly summary email to go on 1st of each month to all the org_admins of the specific org.

19 Feb 2021

- show linked clicked by the user

14 Feb 2021

- perf improvement for dashboard responses and the responses tab too.

11 Feb 2021

- Followup Range description in Filters to make sure it is understood well by the user.
- Ability to paste comma separated text into Email Input for exclude list preference, and copy from it as comma separated text.

11 Feb 2021

- Ability to send broadcast message outside of the schedule to a set of selected leads
- Fix for linking the images to a URL in custom message or signature

3 Feb 2021

- Bulk lead actions for all the leads across all the pages. For remaining actions.

28 Jan 2021

- NSD text in the lead details view for better understanding if there is a message schedule or not
- Dashboard performance improvements 
- Subject Spam Score while create and edit Custom message

22 Jan 2021

- ability to create tags on leads and filter by tags.
- ability to change a schedule name
- ability to continue processing for processed lead. If a new message is added to same schedule, then that message would be sent for such processed leads.
- fix to not convert a Hot or responded lead to Warm
- fix for accepting text copied and pasted from some other doc while Custom message create and edit. The format was not coming out correctly when the email was sent, though it was seen OK in the UI.
- fix for Dashboard count and leads show in the list on click to match the count
- org admin, refined filters. Users from same org are group together.

11 Jan 2021

- Clicking outside the drawer while edit/create Custom Message and such places where user types the text, the drawer would not be closed to avoid loosing what user typed.
- attachments received in the response to be forwarded to the boss.

06 Jan 2021

- Refresh icon in Responses tab too
- Admin UI. Ability to filter less engaged users.
- Dynamic Weekly summary email based on counts being zero.

31 Dec 2020

- Ability for the user to set Reminder on a specific lead. Email will be sent to the user on the reminder date with the note saved asa well link to that specific lead. 

28 Dec 2020

- Timeline view when clicked on the response in the Responses tab OR when clicked on the response in the Dashboard.

23 Dec 2020

- TRIAL user would be able to upload more than the limit and the leads will be marked with state New
- Invited user email to 7Targets support would have the subject mentioning invited
- Ability to upload the excel file for validation. Then download and review the validated leads and add them in next step/action.
- Ability to cancel the leads getting added via excel upload.

21 Dec 2020

- Assistant Preference for not using the hidden id in the email subject
- Ability to export the filtered list
- Compliant rate tracking for each org, with ability to pause email sending
- Schedule Name to be visible for the lead in mobile too.

16 Dec 2020

- Default expanded when viewing specific lead in the list lead
- Custom Message Tags Filtering Fix
- Performance improvements for the dashboard
- Ability to not use the number in the Email Subject

10 Dec 2020

- Assistant Tab Navigation Ease
- Fix for toolbar for formatting should have sticky behaviour when message body is scrolled down so that it remains visible always
- Ability to Create Custom Message when selecting custom message while sending emails (add lead, reply and others)
- Plan Expiry Changes
- Fix for favicon request wrong path per environment variable

08 Dec 2020

- Ability to filter leads by Followups completed. 
- See leads using a particular schedule and atleast certain followups completed as per the order of the Custom message being viewed for that schedule. 

07 Dec 2020

- Validate the Personalization Parameter usage in custom message to avoid copy paste issues
- Show the organisation name for the Assistant in Admin UI
- Ability to Deactivate the Org from Admin UI
- Ability to select the plan for the user from Admin UI
- Ability to cancel the Stripe subscription from Admin UI

26 Nov 2020

- Ability to export the leads into a CSV
- Personalize parameters for Nurture Line, WhatsApp Me and Book a Meeting in Assistant's Signature. So that user can place it as appropriate or add a image after the signature. 

25 Nov 2020

- Cancel Subscription option for the user

24 Nov 2020

- WhatsApp notifications using WhatsApp API from Twilio
-  Readable Off Days Timezone in Assistant Preference

23 Nov 2020

- Ability to add image in PS
- PS to be added from first email onwards instead of 2nd email onwards

19 Nov 2020

- Fix for the Responses Graph
- Consistent Filters across dashboard, leads and responses. Changes for Usability.

18 Nov 2020

- Ability to provide a different domain than the one derived from the Org name while creating the first assistant.
- While creating the first assistant, pick the domain name from the signed-up users email id if the email is not google, yahoo and such social emails. 

12 Nov 2020

- Ability to put a Cold/Warm processed lead to a long term schedule.
- Assistant to understand if some some is asking to Check back Later and would schedule it appropriately.
- Force send for Bounce Risk state lead.
- Fix for using the right domain for assistant email. Even when the Org name is changed.

09 Nov 2020

- Allow 18 followups in the schedule.
- Org admin to see all entries in upload history. 
- Fix for saving empty preference.
- Nurturing Table, Schedules Table: Newly added row should come to view (scroll to view).
- User should be able to pick a Custom Message when Replying or Sending Email as Assistant.

06 Nov 2020

- Ability to select the Custom Message while Add/Edit Lead and from Timeline.
- Ability to Copy Nurturing Table from One Assistant to Another.
- Fix for the new line before PS.
- Fix for Multiple leads restart in Async mode.

03 Nov 2020

- Edit Assistant Simplification
- Save button to popup at the bottom to make sure that it is always visible. 
- Easy and accessible action icons on the assistant card
- Organisation tab for Org level entities like Schedule, Custom Message, Org Users and CRM Users.

29 Oct 2020

- Simplification for Assign Assistant to users
- Tooltips for default assistant to explain their purpose.

28 Oct 2020

- Fix for retaining the subject when responding bacj as Assistant to a response

27 Oct 2020

- Tag Custom Message to ease of use and search
- Quick Actions available on Leads List

23 Oct 2020

- Reply to specific response with correct email ids from whom the response was received.
- Ease of Reply and IntroduceMe from Dashboard and Responses Tab.
- Lead At Risk to remind for 30 times by default. 

22 Oct 2020

- Fix for not able to see complete message in conversation messages.
- Provide NSD for Continue followup action.

20 Oct 2020

- While adding leads, ORG_ADMIN can select user for the selected assistant, if there are multiple users assigned to the assistant. 
- Make it clear that column names should not be changed in bulk leads excel file.

17 Oct 2020

- Quick Reply and view Messages for Responses from the Dashboard. 
- Option on Dashboard and Responses Tab to Include/Exclude Responses if Replied. 
- Defect fix to show Responses for all users of the Assistant for the Org Admin.

14 Oct 2020

- Support Assistant to send email from a Gmail account.
- Support 15 followups in one schedule.

09 Oct 2020

- Fix for links from dashboard to lead list not showing correct leads
- Automatically try to process BounceRisk lead for 15 days. 

08 Oct 2020

- Ability for Assistant to not send emails on certain weekdays. i.e. to have Off Days
- Fix for Dashboard data now showing for org admin when leads are owned by other user

07 Oct 2020

- Fix for now showing Invalid count in upload history while uploading.
- Ability to save admin created messages without having to clone first.
- Appearance of generated messages in schedule improved.

06 Oct 2020

- Ability to assign Assistant to other users in the org, so that each user need not create a new assistant. 

01 Oct 2020

- Ability to provide schedule from Zoho and HubSpot while assigning to assistant

25 Sep 2020

- Ability to add image to Assistant's signature
- Edit Lead action simplified to drawer
- Added scroll bar for the main page body
- Fix for, unable to change a scheduled message for a lead from timeline view which has been restarted at least once

24 Sep 2020

- Upload to show all the leads which are marked Invalid in pre-processing as well as while adding in a single invalid file which you can download and see the reasons. 

23 Sep 2020

- Fix for: Schedule gets switched to default after saving a schedule.
- Ability to restart all leads across multiple pages.
- Fix for: State gets removed from filter of lead list search bar when refresh leads is clicked.
- Intermediate status and numbers of bulk lead addition to be seen in upload history.
- Default assistant name visible upfront to avoid confusion in the lead list
- Fix for: Schedule gets switched to default one, once any schedule is saved.
- WA: Ability to send message today even after wake-up time has elapsed while adding lead.

21 Sep 2020

- Improvement in WA Assistant.
- Ability to write your own Custom Introduce Me message and save it as a preference for the Assistant.
- User stage watcher fix to work for newly signed user even when the lead exists.
- Notify support for newly signed-up user.

17 Sep 2020

- Video help on Add Assistant, Add Lead and Add Multiple Leads within the product. With ability to say don't show ths to be again.  
- Re-assignment of a lead from HubSpot would not be picked by the Assistant to avoid accidental re-assignments. Assistant would leave a note and assign the lead back to previous owner.

16 Sep 2020

- Show owner name along with assistant name.
- Ability to exclude emails or domains from processing.

15 Sep 2020

- While add lead if Assistant is changed then change the schedule to default one. 
- Ability to edit lead's first and last name upfront without going to edit leads

11 Sep 2020

- Ability to Filter by sub-state in leads list.
- "Messages" tab renamed to "Responses"
- Introduce Me ability from Responses tab.
- Company Neutral Unsubscribe Page.
- Ability to set the per day email limit from Admin UI

09 Sep 2020

- Ability to use more Email Services
- Ability to verify if the email is Risky to send. If yes even after multi-layer email validation and bounce rate limit is hit then lead to be Deactivated with sub status as Bounce Risky.

07 Sep 2020

- Ability to authorize your Exchange account on Microsoft Office 365 for Assistant. So that Assistant can send and receive email using your Exchange account.
- Multi layered email validation to avoid email bounce.

02 Sep 2020

- Edit Leads Fixes
- Link for help site in the app
- Ability to reply to all the leads (except unsubscribed) both from desktop and mobile
- Other bug fixes in schedules

29 Aug 2020

- Deactivated the Pending leads of no response in 24 hrs. 
- Upload History email changes for usability. i.e. ADDED changed to COMPLETED.

27 Aug 2020

- Ability to have multiple assistants for a user.
- Fix the defect where it was showing the last message for Warm lead as not sent even when the lead was processed in timeline. 
- Fix for considering the BounceDeactivated in Invalid leads
- Fix for handling the response asking for brochure and assistant has no URL
- Invalid string in phone number should not fail the lead addition from CRM or excel or anywhere else. Just ignore the value and add the lead.
- Fix for EmailCC to handle if the lead responds to the first email

25 Aug 2020

- Action buttons to now allow multiple clicks. To avoid situations like user clicking send message multiple times accidently.
- Fix for Remember Me. To avoid session timeout in 60 mins.

15 Aug 2020

- Ability to Copy and Verify URLs used in the nurturing table to make sure urls used are working.
- Ability to add image to the email from custom message, add lead and send email as Assistant. 

12 Aug 2020

- Assistant name can be used as parameter in Custom Message subject and body.
- Sample xls cache issue, not able to see the latest.
- Correct spacing in trail emails

11 Aug 2020

- Fix for Remember Me to work now after we moved to a more secure Identity Solution
- Fix for gap between the emails in the trail
- Brochure email to be more subtle. 

10 Aug 2020

- fix to avoid duplicate bulk lead upload and no file name. 
- from UI do not allow file size bigger than 1 MB.
- fix for admin when updating the token should not empty the closing words.
- In the notification show that it may take up to 5-10 mins. If it is taking more then reach out to support@7targets.com

09 Aug 2020

- Social signup with Google account
- After signup user directly taken to onboard (create assistant)
- Fix for having space in assistant name

29 July 2020

- Excel validate and add lead on just one button "Add Lead" click. To avoid confusion of two buttons and clicks.
- Icon just next to the lead email to visit the lead's website extracted from the email domain. 
- Fix for "Time saved on leads" count

28 July 2020

- Warm leads are shown as Warm in the lead list.
- Ability for user to provide Organization, Title and Industry while uploading the leads in excel.
- Custom message allows to Personalize the message using above attributes.
- Fix for showing the right assistant name for the Org admin when creating custom message for some other assistant.
- Fix for calculating the leads used correctly to show as well as while validating in Add Lead.

24 July 2020

- Fix for activation nurturing email going along wth activation email
- Frontend Zoho Docs Links pointing to right URLS
- Highlight of context, name, additional info while adding lead

22 July 2020

- Zoho native Integration.
- Defect fix for Email on received by assistant email from an email id which is not a user on 7Targets then that email should not be sent the error email.
- Org admin should be able to copy any assistant from the Org.
- Trigger/Stage based nurturing for new signed-up users on 7Targets.

16 July 2020

- Messages in the UI to encourage the user to complete the first few important tasks (Add Assistant, Add Lead, Add Nurturing table)
- Fix for having "null" string in Assistant Signature when new Assistant is created.

14 July 2020

- Add first lead context as default context
- UserStage and ThirdPartyLead Integration
- Do not include OOO response in email Trail
- Remove Phone Number field while create assistant for simplification.
- When I click on refresh for add multiple lead, nothing happens. Have a popup saying "Validation in progress. It takes a minute of two". 
- Remove refresh icon after validated.
- From UI give a proper message that only .xlsx is allowed.
- User should be able to use cancel the multi-lead for anything except when adding.
- Fix for: email not trimmed while adding lead (Mobile)
- Ability in Admin UI to activate a plan.

09 July 2020

- AI Sensed Data in Mobile view, ability to dial phone number by clicking
- Ability to create custom messages from the schedules tab itself.
- Fix for: Add Lead button hides pagination block on mobile.

08 July 2020

- Response Stats Tooltip and Title.
- Update and Restart are two different actions. For user to Restart Cold lead from Followup_1 if required. 
- Nurturing row has the capability of making a soft link for certain text in the sentence.
- Different From and To Date picker for Usability reason
- Show NSD in the forwarded email for OOO Responses.
- If Assistant is emailed but this method of adding lead is not enabled, then let user know about it with a reply. 
- Fix for updating the number of leads in Trial.

07 July 2020

- Fix for wrong message "Trial Expired" even when the expiry date is in future.
- Fix for not showing Deactivated response messages in the Responses List in Dashboard.
- Toggle to see the OOO Responses in the Dashboard.
- User can have different subject for the Custom Message by providing the subject at Custom Message level itself. 
- Fix for making sure that duplicate leads are not created from CRM.
- Fix to avoid failures while processing lead when the first email is too big in size.
- Fix to avoid the looping of lead assignment between CRM and 7Targets when 7Targets assign the lead back to the assistant.
- Copy assistant email as Taniya<taniya@7targets.7ts-e.com> instead of just taniya@7targets.7ts-e.com
- User not able to see complete email in "To". Assistant should auto-populate CC fields in introduce me, send message.

02 July 2020

- Retain STO while multi lead edit. 
- Big for email input component accepts format like "Name" (Text) <email>.
- Ability to show/hide deactivated users in the org users tab.

01 July 2020

- Ability to edit organisation name, as it is used by the Assistant to write emails.
- Click of schedule in expanded lead will take user to schedules tab with corresponding schedule displayed (no need to select from dropdown).
- Fix for: Default schedules dropdown in Edit Assistant are grey in color, looks as if disabled.
- Fix for: User not able to see complete "To" field in timeline email drawer. Ability to copy For, To and Cc email values on click.
- Auto-populate the Cc email addresses in Introduce Me and Send Email as VA emails, which user can accordingly edit before sending.

30 June 2020

Testing for :
- fix for space between signature and below texts.
- fix for space between body and signature when custom message size if big.
- multi-lead to use the details while add lead button click too. Which gives ability to change the values(context, source, etc) from what was used at upload time. 
- UPLOADED status in multi-lead should have a cancel option. To avoid getting blocked when the validating fails.
- unsubscribe to be transparent.
- VA Signature has the ability to change font.
- Custom message. `Hello firstname` to be of same font as the body.
- No empty lines between Signature and BookMeeting.
- One empty line above PS: 
- Allow empty signature for the assistant.
- Usability fixes to let user know that EmailCC Default schedule is different and the first message is the one user already sent where assistant is copied.
- Default source while add lead should be Website.
- fix for restart/edit not sending Followup_1 if it was already sent from earlier run.
- fix for AI sense to not look ini email body sent by assistant (self).

27 June 2020

- Styling changes in Timeline, Send Email as VA and Introduce Me in the drawer.
- Edit NSD from leads expanded view.
- Messages modal in Messages tab also converted to Drawer.
- If 3 emails sent are not even opened then move NSD to +12 hrs to change the timezone.

26 June 2020

- Reply button for a Hot and Responded Lead for ease of use.
- Popup input modal like Introduce Me, Send Email as Assistant, Emails from Timeline view, Custom Messages in Drawer for better usability. 
- Ability to notify Received Responses on WhatsApp. 

25 June 2020

- Maintain Email trail for the followup email, Introduce Me emails and email sent as Assistant.
- Fix for failure when the email body is too long.

22 June 2020

- CC field in multiple add leads. Required by a customer. 
- While add lead if the lead exists then user is shown a URL to go to that lead.
- Fix for showing only those files in the filter which have been added leads from. 
- On select of upload file from filter automatically select the assistant too.
- Fix visibility of Schedule drop down while Add Lead
- Fix for bulk lead email coming from a different Assistant than assigned. 
- Allow to invite an existing user to the Org. 
- Allow only .xlsx and .xls files to be uploaded.
- When boss replies to the IntroduceMe email and Assistant is in the Copy, LAR should be removed.
- If EmailCC fails to add leads then it should let the boss know via email with the exact reason too.

20 June 2020

- Lead from EmailCC to be marked at risk when Processed with no response. 
- Admin UI changes for ease of administration

17 June 2020

- Accept Email Input even when user moves to some other field without entering.
- Some bug fixes in custom messages.
- The notification for exhausted leads.
- Fix for used leads calculation. 

17 June 2020

- In filters pane, assistant name should be visible with file names.
- Assistant name of the assistant who Uploaded the file should be visible in the upload history table as a column. Clicking on added leads, it should take user to leads list with two applied filters: assistant and uploaded file.
- Fix create custom message, when org admin creates for some other assistant.
- Fix for the engaged leads in dashboard should show rows as per selected assistant in dashboard.
- Leads used notification should be shown only when user has consumed more than 75% leads.
- Include 7Targets in footer of Trail users.

15 June 2020

- Fix for action buttons to be always visible even when scrolled on Filter page, IntroduceMe, Send Email as Assistant, Add Lead, etc
- Infinite scroll for the "Engaged Leads" on dashboard to improve performance. 

15 June 2020

- Confirmation on bulk leads upload should show selected assistant, schedule, context, time of start of the processing.
- Fix for User could not understand why timeline is empty for "NEW" leads.
- "Click to copy" for the assistant's email id.
- When showing the default schedule for Email CC in schedules, don't show first email row in the schedule table.
- Show a counter in UI top menu of leads used against limit.
- Default selected tab in add leads (Single/Multiple) should be picked from previous used tab stored in localStorage.
- Confirmation on add leads (multiple) should show file name and number of valid leads.
- Drawer instead of modal for edit multiple leads. Schedules made searchable.

12 June 2020

- Allow Org Admin to add and Edit leads for other assistant.
- Org Admin would be able to see the lead list for multiple assistants at the same time. 
- Show the Assistant being edited to the Org Admin.
- Do not verify for emails already verified in last 9 months.

11 June 2020

- Make Assistant name part of the signature and don't add the name to it again. 

09 June 2020

- Plan Limit calculation changes and fixes

08 June 2020

- Show Assistants of activate users only. 
- Performance fix for the dashboard. 
- Fix for the upload multiple leads to have refresh button instead of polling. To avoid cloudflare identifying it as attack and blocking it.

07 June 2020

- Organisation support. Org Admin would be able to invite more users, convert some to Org Admin, delete users as required.
- Org Admin would be able see the Leads, Messages, Assistants of other users in the Org,
- Org Admin would be able to see a consolidated dashboard for all the Assistants in the org OR can select one or more Assistants to see the dashboard for.
- Org admin would be the one to pick the plan to signup for.

05 June 2020

- New user to always have a way to Onboard. 
- Allow to edit Subject for upload excel. Have to change the subject before Upload button is clicked. 
- Font size in Custom message.
- Fix for center align of email body/text in Custom message.

03 June 2020

- Carousal while Edit lead. 

01 June 2020

- In WA have an action "Mark as Responded"
- WhatsApp Notification for Warm Leads. Show phone number.
- Easy access for upload history in leads list page.

30 May 2020

- Correct monthly and yearly numbers in the Plan.
- Remove Assistant Type drop down from add Assistant
- Fix for the Plans to comes in the order of READY, STEADY, GO, RUN

28 May 2020

- Trail user limit validation.
- Limit of lead as per the plan. Allow user to add more with UnAssigned status. 
- Fix for Custom Message to show a failure if upload of image fails. 
- CRM Details page usability fixes.
- Send Email as Assistant UII look and feel same as other send email boxes. 
- HubSpot integration. Set the first user as Default Owner to assign back the lead when previous owner is not found. 
- Signature identification AI model improvements
- Handle the CRM integration usecase when user is not yet signed-up on 7Targets and is coming from CRM Marketplace.

23 May 2020

- Lead Connection status field in HubSpot contact. Assistant to update the status in that field. 
- Ability for the user to provide the context from HubSpot every time the lead is assigned to the AI Assistant.
- Assistant to also update the HubSpot contact status. 
- "Time saved on Leads" counter in dashboard. 
- Fix for not to show count when only one lead is shown in the lead list. 
- Confirm the cancellation of validating uploaded file. 
- USD and INR plan page as per user location. 
- Fis for placement of add lead button on mobile. 

20 May 2020

- Separate Messages tab to show only the responded messages. 

20 May 2020

- Response Stat graph on dashboard.
- Fix for Responded, Hot, LAR counts on Dashboard.

19 May 2020

- Custom messages pagination and search by schedule.
- Confirmation on Save in update schedule/update custom message unless clone mode is ON, which doesn't need confirmation.
- Fix for M,Q,Y,C buttons on dashboard were looking vertically misplaced in firefox.

18 May 2020

- Fix for the signature of the assistant is in one line when Assistant is created first time.
- Order of fields for add and edit lead for WhatsApp Assistant
- Fix for WhatsApp lead, multiple Edit lead. Next "Next Followup", time is not required.
- Edit Assistant change "Primary Offering": and Additional Information label to align with Add Lead page.
- Loading Quarter|Month|Year appropriately on Dashboard.
- While Add Assistant. Convey that email domain cannot be changed later.

15 May 2020

- Show forwarded response to the user as well as for EmailCC like it appears in gmail. 
- HTML signature from EmailCC is shown correctly. 
- fix for showing other email ids if in To field of the response received. 
- Dashboard to have date, upload file and schedule filter. 
- HubSpot, or WhatsApp Assistant. If phone number is not available in phone-no field then look in mobile number field. 
- fix for WhatsApp notification for Warm leads. 
- fix for WhatsApp Assistant wake up time so that after verification of token the sleep time is till the wake-up time only. So that the messages go around the wake-up time.

13 May 2020

- Hot categorization model improvements. 
- Upload to show the correct uploaded number in the upload history page.
- Consolidate state ann derived state filter in lead list in one accordion. 
- Default owner for leads from HubSpot. So that if the contact/lead was directly assigned to Assistant and no history of previous owner is found in HubSpot, then assign the lead to the default owner.
- When leads are added in 7Targets directly, but then later on assigned to the assistant from CRM, should be restarted for processing. 
- Show the user email in Notify Me under Notifications. 
- Fix for weekly summary email not working. 
- In bulk lead at times when it is stuck in Validating, user is blocked for uploading another excel file. A cancel options in the UI allows the user to stop and then upload a new file.
- In excel upload convert the first character of first and last name to capital.
- Option to see the raw response received. To handle scenarios where the received response could not be processed correctly and user looses some important information. 

08 May 2020

- Notification preference for each type of notification. With ability to copy someone else and remove self if required.
- Ability to take lead out of LAR when received response or while updating the status or adding notes from UI.
- Weekly summary email. Don't show HOT and Lead at Risk. Show engaged and responded. 

04 May 2020

- Intelligent Excel Import Beta: If your XL sheet has 1 row for each lead, try uploading your excel sheet as is. AI Assistant will try to read the data, auto format it and will let you know the identified valid leads before adding. You can check those leads and then add them.
- Now you can find out the leads uploaded from an excel file using the Excel filter in lead list. 
- Support for LinkedIn, Facebook and Twitter as source of lead.
- Fix for allowing to search by phone number with spaces in the leads list.
- Fix for mobile view email is not seen correctly when clicked in the timeline view. Especially for EmailCC source lead.
- Weekly summary email to show Engaged and Responded instead of Hot and LAR.
- Fix for Timeline view not showing the read double tick for emails "Sent as User"

29 April 2020

- Fix for: Multi edit - NSD shown in the row and post expanding the lead the date is not correct.  
- Fix for: Schedule table - Message Type column is too small.  
- Lead List Filters: Last 30 days, Last 1 year options added.  
- Fix for: Multi lead edit. Next Followup date. Calendar is hidden behind autocomplete suggestions from browser.  
- Excel validation for column name - user will now get the exact name of the erratic column.  
- Expanded Lead: Click to copy should be changed to Copied after clicking.  
- Filter Reset Icon changed.  
- Deselect action introduced in leads list for partially selected list.  
- Edit Assistant Signature allows use to add link to text. e.g website url linked to company name.    
- Custom Message edit/clone ability introduced in Schedules tab too.  
- Edited lead from CRM. When phone, email, name is changed then update that in 7Targets too.  
- Assistant signature in introduce me email was coming in one line. Fixed the issue.
- Fix for Context graph coming as empty many times.

23 April 2020

- Fixed scrollbar length for wakeup time picker (WA) per feedback.
- Changed local filters dashboard drawer styling to match leads list filters.
- Tooltip showing the daily limit of messages in dashboard today's followups widget for Sales (200) and for WA (75).
- Mobile view - leads-list - showing no. of leads, duration and criteria.
- Replaced lead source and schedule creatable select in add/edit lead with smart select common component.
- Scrollbar width increased globally.
- Fix for UI load taking more time.

22 April 2020

- Show the to and cc email ids from the leads response.
- Adding lead from the OOO email is an assistant level property now.
- Do not show email abuse report in timelines.
- Validate WhatsApp token 3 hrs before the wake-up time.
- Link in the quoted text in the email when assistant is copied should be retained.
- Lead At Risk email would have a Custom button for user to choose days after which user should be reminded. 
- Cold Lead with NSD earlier that today would be updated to today for WhatsApp assistant, so that no leads are dropped.
- Schedule name not appearing completely in the expanded lead. Name goes behind the button. 
- Filter look and feel changes as well filter on the left side of the screen.
- Click to copy. Let the user knows it is copied.
- Search box mouse pointer fix on the right side of the box.
- Same reset filter icon.
- Fix for WhatsApp custom message is not seen in the schedule. 
- Dont show warm and engaged icons on progress bar for unsubscribed leads.
- Fix for Multi edit. The NSD show in the row and post expanding the lead the date is not correct. 
- Login button when clicked have a loader. 
- Change youtube icon to the actual youtube icon using font-awesome.
- Schedule days is hiding behind the arrow. Increase the size to see 2 digit number.
- Fix for createDate query showing different number in list and dashboard.
- Readonly Custom message text is too light. Make it a little darker shade.
- Fix for different fonts in email body while add lead.
- Fix for Custom message name not appearing completely while selecting in the schedule if the name has no space.

17 April 2020

- Expanded lead to show various states of lead achieved in different followups (re-followup)

14 April 2020

- Warm and Engaged Filter click on dashboard to get right leads in the list. 
- Custom message from other user should not be editable and image upload should be disabled. 
- Confirmation on delete schedule and also delete button right most.
- TVL get in one line. No scroll bars for the widget. Reduce font size of the number if required. 
- Handle failures for WhatsApp notification because of concurrency. 
- Dashboard responses shows HTML characters and emojis. Lets fix this. 
- In the response forwarded email to user add space between quoted text and dividing line.
- Handle entities failure because of too long text. 
- Phone number component to be same on mobile as on desktop.
- Changed subject for whatsapp token failure notification email. 

10 April 2020

- Filter and Pagination in Lead List
- WhatsApp Assistant can be used for CRM Integration (Hubspot and Pipedrive)
- Phone number as one field in lead and assistant
- Show correct followup numbers (will effect from now onwards only)

07 April 2020

- TVL(Total Valid Leads) in Total Lead.
- Color of custom messages and schedules owned by others.
- Proper error message for add lead when user's trail is expired. 

06 April 2020

- Show email and phone number in the extended lead
- Continue Followup action for Hot and Responded leads
- Daily WhatsApp summary report email subject change
- Defect fix for Schedule name dropdown icon not working
- Don't use old user_typed_message when restarted

04 April 2020

- Fix for multi lead restart from UI.
- Fix for Whatsapp to pick the right contact incase multiple found while searching in WhatsApp

02 April 2020

- Fix for multi lead assignment from Hubspot.
- Hubspot integration is ready to go public.

01 April 2020

- Defect of excel error when login to email assistant from whatsapp.  
- Ignore Invalid Email and Invalid WhatsApp Numbers in the % calculation in dashboard.  
- Show schedule name for the lead in the lead list.  
- Ability to search the schedule in add/edit lead.  
- Excel Validation fix for CHAR 160.  

31 March 2020

- Ability to clone custom message.  
- Default dashboard to Quarter.  
- Leads NSD is old (less than today) , send the list of those leads to support.
- Image view ability in Add Lead Multiple (WA) and Image preview ability in single lead (WA) for existing images in custom messages.  
- Custom Message to be seen properly on timeline view.  
- Ability to see the image on timeline view for WhatsApp.  
- Date tool-tip shown in carousal can be just below the numbers to avoid hiding the numbers.  
- Carousal for multi-add lead for sales and WhatsApp both.   
- "Restart Followup" button should not come for Unsubscribed lead.
- Day Summary run for WhatsApp Assistant on support group.  

28 March 2020

- Schedule with custom message for WhatsApp Assistant too. Image in custom message is possible. 

26 March 2020

- Show correct images in timeline view as per what is uploaded while adding lead.
- SendLeadResponseTo available in mobile Assistant Edit too.  
- Defect: Schedule with custom messages owned by admin to be visible to all users.  
- Defect: Schedule and Custom Message Soft Delete.   
- Defect: Messages seen in timeline is not aligning with schedule when used Candid in followup_2 or later.  
- Defect: Do not show the warning to Subscribe to user if he has active plan and just trying to change the plan
- Defect : WhatApp Edit lead at times schedule comes empty.  

25 March 2020

- One Assistant per day will not send more than 200 emails. Emails beyond 200 for that day will be pushed out by 24 hrs.  
- WhatsApp Assistant, retry after failure because of no internet while trying to use WhatsApp.  
- View Email button in the Lead at risk email sent to the user. 

24 March 2020

- Correction in dashboard graph to query based on update_date to get aligning data with the counts.  
- Show counts in pie chart tool tip.  
- Carousal in Multi Add Lead.  
- Domain correction for Email address verifier.  

23 March 2020

- Responded lead count in dashboard with proper ordering of counts too.  
- Ability to mark a lead Responded from the UI.  
- Pipedrive marketplace ready App for it to be publicly available.  
- Edit Lead to show message as per schedule.  
- Multi-lead edit, fix the modal view for usability.  

20 March 2020

- Link to get to the lead details from the response email sent to the user.
- Ability to edit multiple leads from the UI.  
- Ability to filter the State graph in Dashboard on various different context. As well the Context graph on various different status values.
- Ability to send the received response from lead to configured email ids. So that the response can be sent to more than user for quick action. 
- Dashboard to show %ages too along with the exact numbers. 

17 March 2020

- Ignore/Trim Space in WhatsApp and email while add and edit lead. So that Duplicate leads are avoided. 
- Don't allow duplicate leads based on email for same user.
- Don't show the bounce emails in "Lead Response" on Dashboard. 
- Show Email id too in the LAR email to user to be able to clearly identify who is the lead.  
- Process not more than 75 leads per day for WhatsApp Assistant.  
- On unsubscribe and deactivate action close the modal window. 
- Bullet option in custom message editor
- Remove non-unicode in create and edit custom message. So that when user pastes from google doc it does not fail.
- Ability for user to edit the Assistant's email, specifically login part. So that user can align it to their company standards. Default is still the assistant's name.
- Improve Add Lead button in mobile view so that pagination is accessible.  
- Fix the issue where schedule is not seen at times in add and edit lead. 

12 March 2020

- PS: Nurturing line should always be on a new line in the email.   
- Checkbox for selecting an expanded lead in the lead list.  
- IntroduceMe popup. Scrolling issue on desktop.
- Space in the email at the end while login(email id) gives wrong credentials. Spaces in the end are trimmed.  
- Timeline view horizontal scrolling buttons for usability.  
- Notes were not getting saved for Deactivate and Unsubscribe actions.  
- For IE and other browsers show. "This browser is not supported. Please switch to Google Chrome or Mozilla Firefox for best results."  
- Buttons for timelines view edit message popups to be visible on mobile when user types.  
- WhatsApp multiple leads. The email does not reflect/change as per the schedule changed. 
- Carousal while Add lead for WhatsApp. Single lead only for now.
- Multiple usability fixes.  
- Tooltip for Clone, to help understand what it does.  
- For WhatsApp expanded lead in lead list, show the phone number instead of email.  
- Ability to add CC email in Introduce Me. So that user can copy some other Sales individuals to introduce them.
- Stability fixes for WhatsApp assistant processing. 
- Ability to send image on any of the scheduled messages in WhatsApp for UserTypedMessage
- Notify support if 7Targets is not able to notify engaged lead on WhatsApp.
- Failures on WhatsApp are specifically notified to support

04 March 2020

- Custom Message now has a better UI to write email where you can bullet the points, use color and links (href), etc.
- Pending Review emails will be automatically checked for deliverability and action taken (deactivate on bounce or send the email on confirmation) automatically.
- See the default schedule in the list of schedules. 
- Set the schedule to default while creating or editing it from the schedule page itself.

22 Feb 2020

- Native Integration for Pipedrive. Can now be in Pipedrive Marketplace.
- Edit Assistant - Functional Grouping of attributes for usability
- In multiple leads upload, show excel errors straight away on excel upload, not on click of add lead.
- Change the schedules & custom message to  more usable. 

19 Feb 2020

- Tour for Add Lead
- Bigger font and in same line for Book Meeting and  WhatsApp link
- Nurturing statement. PS is bold and all the text is italics. 
- Introduce Me simplification.

12 Feb 2020

- Pending filter added in leads list.  
- Text changed for force send confirmation modal, styling fixed.  
- Ellipsis for the context in lead cards will show hover on the tooltip.  

12 Feb 2020

- Force Send the Pending Email Validation leads cautiously.  
- All the places for user to type emails have same look and feel now.  

11 Feb 2020

- Native Hubspot OAuth2 based integration. 7Targets can be on Hubspot marketplace now. 
- Simplify Introduce me.
- Show lead count in today's followup.
- Visually identify the schedules not owned by self.

29 Jan 2020

- Improved UI for Schedule and Nurturing on Desktop.  
- Assistant to remind the Sales person for Responded and Hot Leads. If no response from sales person then Assistant marks the lead at risk. Sales person has an option to set reminder after days.  
- See all the possible emails while adding lead and edit any of those emails as per schedule. 

20 Jan 2020

- Users would be able to access/use schedules created by others users from the same Organisation. 
- Possibly invalid email is kept under review for validation. 

17 Jan 2020

- Assistant to have a default schedule for leads from EmailCC. User can now decide the schedule to use for such leads.
- User can send an image to the WhatsApp leads when using that assistant.
- Simplified Add and Edit lead on mobile.

14 Jan 2020

- Custom Schedule capability for WhatsApp leads
- Allow to bulk upload many lead but process only few(~50) per day for WhatsApp leads. 
- Ability to edit and restart followup for WhatsApp Leads
- Recommended Sales Assistant Schedule, first email goes after 1 day of adding the lead.

07 Jan 2020

- Ability to edit the scheduled message for the lead in the timeline view.  
- Take actions like Add Notes, Mark Hot, etc on multiple leads, on desktop view only.
- Processed Lead can be Restarted for followup. 

31 Dec 2019

- Leads created from EmailCC (or others too) can be edited for all fields other than email address.
- When leads in Hubspot CRM is assigned to the assistant then Assistant will check if any email is sent by user to the lead. If user has sent any email then Assistant will not send the first email and will use the same email subject and email body as quoted text below the emails Assistant will write. 
- Assistant level attribute to enable/disable accepting leads via EmailCC.
- Followup for the Processed leads can be restarted by Editing the lead.

20 Dec 2019

- Schedule can have a type CUSTOM_MESSAGE so that user can type in his message if he wants to. Useful for scenarios when user wants to add multiple leads from CRM and want to have a custom first message to go out instead of generated. This would be anyways possible from within 7Targets UI but if user is doing it from a CRM then it would not have been possible. 

16 Dec 2019

- Assistant can be provided the Primary offering which will  be used as context in the Lead communication if the context is empty at the lead level. Can be overwritten while adding a new lead.

10 Dec 2019

- Ease of traversing messages on timeline view.
- Assign the leads in Hubspot to your 7Targets AI Assistant for nurturing

03 Dec 2019

- Improved identification of Warm and Engaged leads to reduce false positives
- Show all the email ids in the received email by the assisant. In UI as well as in the email forwarded to the user by the assistant. 

03 Dec 2019

- Add Lead via Email
- Add Lead from Out of Office  
- Ease of onboarding the Assistant in CRM. The email sent to the assistant's email if from CRM is now forwarded to the 7Targets support group.

25 Nov 2019

- Now you can use Reference as lead source. Assistant is trained to generate message for such source. 

21 Nov 2019

- Quickly know the number of Warm and Engaged leads from the dashboard. Click on it to get to the exact list too in the lead list.

19 Nov 2019

- Nurture the lead by adding your own PS statements. Helps provide answers for "Did you know". One can put Customer stories, white papers, video links, etc to the assistant and then assistant will use one at a time in the emails she sends. 
- Securely Subscribe using Stripe. 

14 Nov 2019

- Assistant uses the AI sense to extract some important information like email, phone, company, etc and show it to the user
- Engaged leads identification got smarter

11 Nov 2019

- Smart followup for out of office Lead. Assistant will align the followup email date based on the number of days of OOO.
- User can now edit the email subject while adding lead.
- User will be provided with subject which are working based on analytics (i.e. emails are being opened).

7 Nov 2019

- Assistant will notify the user on email and WhatsApp at the right time about the engaged leads, so that the user can call the lead at that moment.

22 Oct 2019

- Ability to provide Additional Information Line to the Assistant for getting more context in the email. 
- Received Response email sent to the boss, to contain a link to open that lead and get introduced. 

18 Oct 2019

- Spreading out leads creation while excel import. 
- Avoid debounce concurrent calls to not get into the concurrent call limit. Also handle the return code for this.
- Fixed some failures in Hot and Deactivate detection.
- Schedule Message shown in the timegraph now conveys that this is a Possible Message to be sent. 
- IntroduceMe URL and Lead State in the Forwarded Lead Response email

14 Oct 2019

- Know if and when the email was opened by the lead.
- Adaptive email sending time, based on when the user reads the email.
- Ability to know the opened follow-up email in the timeline graph for a specific lead
- Tone based scheduled messages. User can pick the tone to be used while creating a custom schedule.
- Ability to include Offer in the custom schedule.

01 Oct 2019

- On click of the Lead Responses and Todays Followup in dashboard, the lead is opened in context
- BCC all the emails sent by the SALES assistant to the provided email id.

25 Sept 2019

- Help website for 7Targets AI Assistant

24 Sept 2019

- Show the possible messages to be sent in the timeline graph as per the future schedule
- Context is searchable in the Add Lead. So that user can reuse his last typed context.

23 Sept 2019

- User can now decide to include or not unsubscribe and whatsapp link in the email below signature
- When integrated with 3rd party CRM, then do not allow to change the assistant name.
- Video help added for few functions. Not available on mobile view.
- Few important fixes

13 Sept 2019

- Lead deactivated because of Invalid WhatsApp number should convey it in the UI too
- /sign-up direct URL so that new users avoid one click and our ads can directly take the user to signup page
- Allow schedule gap to be as high as 30 days. As well allow the schedule to be over 340 days
- Mobile view, click on Hot in dashboard should take to Hot leads in the list
- Remember between Month, Quarter, Year in dashboard across the other menu clicks

11 Sept 2019

- WhatsApp Assistant login failure should be notified with different subjects and copy 7Targets support
- Ability to add User Note from UI for each lead
- Show Deactivated reason on mobile view too
- In Timeline graph, open the message even when user clicks on the circles
- Allow user to send the Introduce Me email even when there is no response from the lead

4 Sept 2019

- Assistant can be assigned a lead directly from **Pipedrive**
- Show deactivation reason in UI
- User Note for manually marked Hot leads
- While add lead, let user pick schedule date as far as 9 months later
- Send the OOO email to the user like other emails received
- For add lead, last name should not be mandatory

25 Aug 2019

- Assign lead to the Assistant directly from **Salesforce**
- Admin to be able to write the Weekly Summary email text
- User has the ability to create and user **Custom schedule**
- WhatsApp messages can contain newlines now 
- Ability to schedule sending email to the added lead at a later time 
- WhatsApp followup messages are more non-formal and small

10 Aug 2019

- Admin UI for the user leads report
- Handle network outage in the UI
- Assistant to respond with brochure automatically when asked for
- Shared calendar URL in the VA Signature

29 July 2019

- Post User onboarding. Activate WhatsApp Assistant from the Admin UI
- Bulk upload notification to user in email 
- WhatsApp change of intent from call to response
- Remove unsubscribe action in UI for the WhatsApp Assistant leads

25 July 2019

- Bulk upload for WhatsApp VA
- Defect fixes for WhatsApp VA 
- Allow edit of first message while adding lead

17 July 2019

- WhatsApp Sales Assistant released

15 June 2019 and Earlier

- AMC Assistant released
- In AMC Assistant ability to receive all the communication between Assistant and Lead on a BCC email id
- Phone meeting and Face to Face meeting as Lead Source when adding a new lead
- Bulk Lead upload/add via excel file
- Each user has reference code which he can give to people he refers to
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