v2026.7.9
Release date: July 15, 2026
New Features
Tool: Update Customer Contact
New ready-made AI Agent action to save or update the customer’s phone, WhatsApp, or email during the conversation.
What is it for?
- Collect a second phone or WhatsApp without typing into the record
- Update the email shared in chat (also on the customer’s main email field)
- Control which contact types the AI may write (phone, WhatsApp, and/or email)
How to use?
- Open the AI Agent (Prompt) and go to Actions / Tools
- Add the ready-made action Update Customer Contact
- In the configuration, choose the allowed types (phone, WhatsApp, email)
- Save and publish the prompt
Full guide: AI Tools — Update Customer Contact
Tool: Update Customer Address
New ready-made AI Agent action to save or update the customer address during the conversation — from text (street, number, city, state, ZIP) or from a GPS location shared in chat.
What is it for?
- Collect delivery or billing address without a human agent typing into the record
- Accept a location pin (WhatsApp/WAHA) and fill the address automatically
- Keep the customer’s default address up to date from chat
How to use?
- Open the AI Agent (Prompt) and go to Actions / Tools
- Add the ready-made action Update Customer Address
- Save and publish the prompt
- In the conversation, when the customer shares an address or location, the AI calls the tool and writes it to the record
Full guide: AI Tools — Update Customer Address
Addresses on the customer record (CRM)
Customer edit now includes an Addresses section: list, create, edit, and delete addresses (including GPS coordinates and a map link).
What is it for?
- Manage delivery/billing addresses directly in the CRM
- See whether an address has GPS saved and open it in Google Maps
- Keep the manual record aligned with what the AI writes via tools
How to use?
- Open a customer under Customers (or from chat)
- In edit, scroll to the Addresses section
- Click Add or edit an existing address
- Fill street, number, city, ZIP, and optionally latitude/longitude
Full guide: CRM — Addresses
Improvements
Address in customer context (first message)
The Customer info block sent to the AI at the start of the conversation now includes the customer’s saved addresses (type, label, default, address lines, city, state, ZIP, country, and delivery instructions), in addition to name, contacts, tags, and other existing fields.
What is it for?
- The AI already knows the saved address without asking again
- Confirmations and updates are more accurate (e.g. “same delivery address?”)
GPS coordinates and reverse geocoding
The address tool accepts latitude/longitude or coordinate text in the location-message format. When only GPS arrives, the system tries to complete street, city, and related fields via reverse geocoding (Google Maps if a key is set; otherwise Nominatim).
What is it for?
- The customer sends a pin on WhatsApp and the record gets filled in
- Fewer “what’s the street?” questions when location already arrived in chat
Benefits
- ✅ Contact and address updated automatically by the AI Agent
- ✅ GPS location reused on the record, without manual typing
- ✅ Addresses editable in the CRM, aligned with what the AI saves
- ✅ Richer context from the prompt’s first message