# Changelog

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{% update date="2026-01-13" %}

## Release Notes

We're excited to announce a major update packed with new features, improved workflows, and enhanced analytics to help you route leads more effectively and streamline your scheduling operations.

***

### ✨ New Features

#### Workflows (Automation Engine)

Build powerful automations triggered by bookings and form submissions. Create custom workflows that:

* Send personalized emails to prospects and team members
* Post notifications to Slack channels
* Trigger webhooks to integrate with external systems
* Use dynamic placeholders for personalized messaging

#### Group Meeting Bookings

Group meeting links now fully support booking management:

* View all group meeting bookings in a dedicated filter
* Track bookings from group links alongside personal and click router bookings
* Improved booking list with source indicators

#### Click Router Insights Dashboard

Get deeper visibility into your click router performance with a new dedicated analytics view:

* **Routing Funnel**: Visualize the journey from form submissions to booked meetings
* **Booking Insights**: Track conversion rates and booking trends over time
* **Team Performance**: See how leads are distributed across your team
* **Custom Filters**: Filter by date range, team members, and more

#### Admin Credit Management

Admins can now manually adjust team member credits for round-robin routing:

* Add or remove credits directly from the assignments view
* Useful for compensating holidays, sick days, or manual adjustments
* Available for both lead routers and click routers

#### Round-Robin Queue Reset

New calibration settings allow admins to reset the round-robin queue:

* Start fresh with equal distribution across all team members
* Compensate for holidays and time off
* Shadow tracking for fair distribution auditing

***

### 🔧 Improvements

#### Router Edit Experience

The router configuration page has been completely redesigned:

* **Visual Flow Design**: Connected sections with arrows show the routing logic clearly
* **Collapsible Sections**: Easier navigation through form connection, lead routing, event configuration, redirect settings, and CRM integration
* **Slideover Panels**: Edit detailed settings without leaving the main view
* **Better Organization**: Cleaner interface that's easier to navigate

#### Event Type Editor

Improved event type editing experience:

* Single-page edit view with all settings accessible in one place
* Navigation guard warns before leaving with unsaved changes
* Inline editing for custom form titles
* Better form validation and error handling

#### HubSpot Integration Enhancements

* **User Lookup Fields**: Rules now properly display HubSpot team member options with names and emails
* **Owner Sync**: Automatically fetch and cache HubSpot owners for faster rule configuration
* **Better Field Detection**: Improved detection of user lookup field types

#### Custom No-Availability Email

Configure a custom contact email address that displays when no time slots are available:

* Set a team or support email instead of showing individual user emails
* Maintains professional branding when prospects can't find available times
* Configurable in Scheduler Settings

#### Booking Insights

Enhanced booking analytics across all link types:

* Improved charts and data visualization
* Better date range filtering
* Clearer metrics and conversion tracking

***

### Getting Started

All features are available immediately in your account. To explore:

1. **Workflows**: Navigate to Automations → Workflows to create your first automation
2. **Click Router Insights**: Open any click router and select "Insights" from the sidebar
3. **Credit Management**: Go to any router's assignments section and click the credit adjustment icon
4. **Custom Email**: Visit Settings → Scheduler to configure your no-availability email

Questions or feedback? Reach out to our support team – we'd love to hear from you!
{% endupdate %}
{% endupdates %}


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