v2026.6.5
Release date: June 23, 2026
✨ New Features
Lead Timeline (Customer Journey)
New Timeline tab in the customer panel aggregates all important lead activity in chronological order: external contacts, CRM stage changes, conversations, notes, tasks and appointments.
What is it for?
- Managers track the full customer journey in one place
- Agents view history of their own actions during service
- Easier performance evaluation and sales process auditing
How to use?
- Open any customer (list, CRM funnel or chat)
- Go to the Timeline tab in the side panel
- Scroll to load older events; expand feedback and note details
Automatic external contact logging (personal WhatsApp)
When using the Quick WhatsApp Button in a conversation, the system automatically records that the agent contacted the customer outside Interflow.
What is it for?
- Document when service happens via personal WhatsApp
- Ensure traceability even outside connected channels
How to use?
- In Settings > Organization, enable the Quick WhatsApp Button
- In the customer chat, click the green WhatsApp button
- The contact is logged in the timeline before opening
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Mandatory feedback after external contact
After external contact, the agent must fill in feedback with a summary and conversation details before continuing service in Interflow.
What is it for?
- Ensure every external conversation is documented
- Prevent service steps from going unrecorded
How to use?
- After clicking the WhatsApp button, complete the External contact feedback modal
- Enter a summary and describe the conversation (minimum 20 characters)
- The message input stays blocked until feedback is submitted
Configuration
In Settings > Organization > WhatsApp Button, the Require feedback after contact toggle controls whether blocking is active (default: on).
🔄 Changes
Enriched timeline events
The backend now automatically records in the timeline:
- CRM funnel stage changes
- Conversation closures
- Chat assignment and transfer
Timeline permissions
- Managers (
manager,admin,owner) see the full timeline from all agents - Sales agents (
sales,agent) see events filtered to their own actions when applicable
🎯 Benefits
- ✅ Full lead journey visibility for managers
- ✅ Personal WhatsApp contacts tracked automatically
- ✅ Service documented even outside Interflow
- ✅ Blocking ensures feedback before resuming the chat
- ✅ Unified history replaces fragmented lookups (notes, CRM, chats)