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April 2026

Updates for April 2026.

Versions

VersionDateHighlights
2026.4.804/20Revenue split on already-paid installments — 3 retroactive application modes; load splits from template; dedicated edit modal
2026.4.704/20Schedule notifications for providers — templates with recipient setting (client / provider / both); automatic creation and WhatsApp/email contact sync on every send
2026.4.604/20Multiselect custom field (multiple-choice list); searchable dropdown for all custom field selects; multiselect in the Update Customer node and AI Agent tool
2026.4.504/17Attach files to customer notes — images, PDFs, videos and documents linked to each note, with file gallery and automatic deletion
2026.4.404/17"Call Another Flow" node in the chatbot builder — modular flows with variable mapping and entry node selection
2026.4.304/16Automatic flow on bulk campaigns (wait for customer reply); flow on WAHA call rejection (immediate or wait for reply, rejection message now optional)
2026.4.204/03Fix false "channel disconnected" on bulk queue; queue shortcuts (distinct icons, Cmd/Ctrl new tab, realtime)
2026.4.104/01AI Agent tools for customer data (email, document, country, person type); system actions modal grouped by section; system context includes email, document and country

Monthly Summary

🐛 Bug Fixes (2)

  • Bulk send — disconnected channel — channel connection status is re-checked on send and the queue query matches settings
  • Missing installment_id when adding an expense (v2026.4.8) — fixed TypeScript type error when creating an expense on a contract

✨ New Features (13)

  • AI Agent tools for customer profile data (v2026.4.1) — system actions to change email, document (tax ID with parameters and digit-only storage), country and person type; Add action modal organized by section (Customer, Service, Scheduling, Flow, Agent); customer context JSON for the model includes email, document and country

  • Bulk campaign queue shortcuts (v2026.4.2) — distinct icons, Cmd/Ctrl to open in a new tab, realtime queue updates

  • Automatic flow on bulk message campaigns (v2026.4.3) — when creating a text or media campaign, configure a flow that waits for the customer's reply to activate automatically

  • Flow on WAHA call rejection (v2026.4.3) — two modes (immediate or wait for reply), rejection message is now optional, context instruction for AI agent supported in immediate mode

  • "Call Another Flow" node (v2026.4.4) — new node in the chatbot builder to invoke an existing flow, with variable mapping between flows (), entry node selection, and automatic session transition

  • Multiselect custom field (v2026.4.6) — new field type for selecting multiple options; normalized table storage for high performance; customer filters support multiselect via RPC search_customers_v7

  • Searchable dropdown for custom fields (v2026.4.6) — single and multi-select fields replaced with a searchable component with visual tags on the customers screen and flow editor

  • Multiselect support in the "Update Customer" flow node (v2026.4.6) — the visual flow editor recognizes multiselect fields and shows a searchable multi-select dropdown

  • Multiselect support in the AI Agent tool (v2026.4.6) — the AI model can read and update multiselect fields; valid options are passed as an enum in the tool schema

  • Attach files to customer notes (v2026.4.5) — upload any file type (images, PDFs, videos, documents) directly to customer notes; per-note file gallery with preview, text insertion and individual deletion; files are automatically removed when the note is deleted

  • Schedule notifications for providers (v2026.4.7) — templates with recipient field (client / provider / both); notification customer auto-linked to the member on first run; WhatsApp and email synced on every cron execution if the provider changes their contact

  • Revenue split on already-paid installments (v2026.4.8) — configure or fix splits even after payments are recorded; 3 retroactive application modes (all paid, paid without split, open only); load splits from template; dedicated edit modal


📝 Total

8 releases this month!

Documentation constantly being updated