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June 2026

Updates for June 2026.

Versions

VersionDateHighlights
2026.6.1406/30Overdue Customers List — Billing — new dedicated tab with per-customer grouping, summary cards, search, sorting, expandable installments and payment registration directly on screen
2026.6.1306/30Manage Customer Tags via AI Agent — new ready action to add or remove customer tags; permission control by mode (None, All or Selected); restricted enum in OpenAI tool
2026.6.1206/30Granular per-user permissions — individual module access control; exclusive hierarchy: custom > group > role; Owner always has full access; direct navigation to single available submenu
2026.6.1106/26Push reminders before appointments — push alerts for the team in app and web, configurable per schedule (15 min to 2 h + custom times)
2026.6.1006/26Silent flows by appointment status — internal automations per stage, dedicated tab in schedule management, status changes centralized through the API
2026.6.906/25Team round-robin — order-based distribution, locked pending reservation, round-robin status panel, list badge and system messages
2026.6.806/24Appointment event notifications — automatic sending on create, confirm, cancel, start and complete; status summary and "Operational today" preset on the list
2026.6.706/24Pause AI on external replies — per-channel setting (WAHA, Official, Instagram, Facebook) to control automatic AI pause when replying outside Interflow
2026.6.606/24"Include collaborating" filter — expands the conversation list with active collaborations without restricting other filters; available in filter panel and quick filters
2026.6.506/23Lead Timeline — unified customer journey, automatic external contact logging via personal WhatsApp, mandatory blocking feedback and manager view
2026.6.406/23Improved Internal Chats — last message preview, unified unread badge, single Realtime data source, shortcut to conversations, mobile and message type fixes
2026.6.306/09"My Tasks" page — all your tasks in one place, regardless of project; grouping and sorting in the list view; quick edit of status, priority and due date directly in the list
2026.6.206/09Automatic customer deletion by usage limit — configurable in Limits, with "Run now" button and real-time progress; customers with POS orders can now be deleted
2026.6.106/08WhatsApp Official template buttons now saved in history — quick reply, URL and phone buttons correctly displayed in the chat after manual or bulk send

Monthly Summary

New Features (30)

  • Overdue Customers List — Billing (v2026.6.14) — new dedicated tab in the Billing module with per-customer grouping, total customers and total overdue cards, search, clickable column sorting, expandable installment rows and payment registration directly on screen; WhatsApp fetched from customer_contacts
  • Manage Customer Tags via AI Agent (v2026.6.13) — new AI Agent ready action to add or remove customer tags; granular control by mode (None, All, Selected) with restricted enum in OpenAI tool
  • Granular per-user permissions (v2026.6.12) — individual module access control; exclusive hierarchy: custom > group > role; Owner always has full access
  • Customer and CRM visibility control via permission (v2026.6.12) — canAccessAll flag determines whether the user sees "my customers/pipelines" or all; sidebar and filters adapt automatically
  • Direct navigation to single submenu (v2026.6.12) — when only one submenu is available due to permissions, clicking navigates directly without expanding the menu
  • Push reminders before appointments (v2026.6.11) — push alerts for provider and notified users in app and web; preset times (15, 30, 60, 120 min) and custom; messages in profile language
  • Silent flows by appointment status (v2026.6.10) — internal background automations on confirm, start, complete, cancel or no-show; dedicated tab in schedule management
  • Automatic round-robin distribution (v2026.6.9) — per-team config with triggers, fallback, schedules, break and on-call per member
  • Locked reservation in pending mode (v2026.6.9) — working/off hours minutes; only reserved agent can attend until expiry
  • Round-robin status on team card (v2026.6.9) — next, last and queue order panel; "Set as next" action
  • Reservation badge in chat list (v2026.6.9) — "Reserved for you" or "Reserved · {name}" on pending conversations
  • Round-robin system messages (v2026.6.9) — auto_assigned and user_start_auto types in chat history
  • Appointment event notifications (v2026.6.8) — templates for create, confirm, cancel, start, complete, reschedule, no-show and post-appointment follow-up via WhatsApp, email or flow
  • Status summary on the appointment list (v2026.6.8) — clickable chips (To start, In progress, Completed, Canceled/no-show) with counters
  • "Operational today" preset (v2026.6.8) — quick filter for today with grouping by operational phase
  • Pause AI on external replies (v2026.6.7) — per-channel toggle to control automatic flow/AI pause when the agent replies via the native app (WAHA, WhatsApp Official, Instagram, Facebook); enabled by default
  • "Include collaborating" filter (v2026.6.6) — expands the conversation list with collaborating conversations, combinable with status, team, tags and custom quick filters
  • Lead Timeline (Customer Journey) (v2026.6.5) — Timeline tab in customer panel with CRM, conversations, notes, tasks, appointments and external contacts
  • Automatic external contact logging (v2026.6.5) — Quick WhatsApp Button logs contact outside Interflow before opening the app
  • Mandatory feedback after external contact (v2026.6.5) — blocking modal requires conversation documentation before resuming the chat
  • External feedback setting (v2026.6.5) — "Require feedback after contact" toggle in WhatsApp button settings
  • Last message preview in Internal Chats (v2026.6.4) — listing shows content, media or sender of the last message
  • Unified unread badge (v2026.6.4) — counter synced in real time on mobile navbar, conversations header and compact menu
  • Shortcut to Conversations (v2026.6.4) — button in Internal Chats listing to go to /app/chats
  • "My Tasks" page (v2026.6.3) — all tasks assigned to you across all projects, with list and calendar views, project name on each task, filters and a refresh button
  • Grouping in the list view (v2026.6.3) — by stage, project, due date (Overdue, Yesterday, Today, Tomorrow, This week, Next week, Future, No date), assignee, status or priority
  • Sorting in the list view (v2026.6.3) — default, due date, priority, title, creation date or status, applied within each group
  • Quick edit in the list (v2026.6.3) — change status, priority and due date directly on the task row, with notifications and history preserved
  • Automatic customer deletion by usage limit (v2026.6.2) — configurable deletion in Settings > Limits (trigger %, target %, order by last contact or registration, linked conversations, run time), processed by the existing deletion queue
  • "Run now" button for automatic cleanups (v2026.6.2) — triggers Customers or Storage cleanup immediately, with an "In progress..." state that blocks duplicate triggers

Changes (13)

  • Role checks replaced by effective permissions (v2026.6.12) — isOwnerOrAdmin, req.isAdmin and req.isOwner calculated from effective permissions on both frontend and backend
  • Backend route protection by module (v2026.6.12) — middleware verifies effective permission for settings, integrations, billing, teams, UTM and permission groups
  • Auth middleware with access flags (v2026.6.12) — req.isOwner and req.isAdmin populated directly, without extra database queries
  • Unified push on appointment creation (v2026.6.11) — creation notification integrated into reminders service with translated messages (PT, EN, ES)
  • Status changes centralized through the API (v2026.6.10) — list, arrival queue, slots and medical cancellations trigger notifications and silent flows consistently
  • Dedicated check-in route (v2026.6.10) — PATCH .../checkin endpoint for arrival queue
  • Round-robin flow node (v2026.6.9) — triggers automatic distribution for current or selected team
  • Notification template form (v2026.6.8) — all notification triggers re-enabled in the UI (previously only "Before appointment" was available)
  • Enriched timeline events (v2026.6.5) — CRM stage changes, conversation closure and chat assignment logged automatically
  • Single data source for Internal Chats (v2026.6.4) — global list with Realtime, no duplicate fetch/subscription on the page
  • Keyboard in the message field (v2026.6.4) — Enter sends; Cmd/Ctrl+Enter inserts line break
  • Visual improvements in the task list (v2026.6.3) — "Due date" header without wrapping, status and dates no longer wrap, overdue date in red only, grouping/sorting controls in their own bar
  • Customers with POS orders can now be deleted (v2026.6.2) — orders preserved in the sales history, only unlinked from the customer

Bug Fixes (8)

  • Customer custom permissions ignored canAccessAll: false (v2026.6.12) — without the flag checked, the user now correctly sees only the customers they serve
  • Before-appointment reminders with confirmed status (v2026.6.8) — reminders now sent for confirmed appointments as well
  • Pending reminder cancellation (v2026.6.8) — future reminders automatically canceled when the appointment is canceled
  • Conversation query with additive filter (v2026.6.6) — fixed error loading list with "Include collaborating" enabled
  • Internal messages saved as email (v2026.6.4) — correct types (text, image, etc.) for chats without a linked channel
  • Message input hidden on mobile in internal chat (v2026.6.4) — bottom navigation bar hidden when opening a conversation
  • Line break with Cmd/Ctrl+Enter (v2026.6.4) — correct insertion in controlled textarea
  • WhatsApp Official template buttons not displayed in chat (v2026.6.1) — template buttons (quick reply, URL, phone) are now saved in the message metadata and rendered in the chat history; fixes both manual send and bulk campaign dispatch

Total

15 releases this month!

Documentation constantly being updated