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v2026.9.13

Release date: September 23, 2026


New Features

Automatic funnel scan

Once a day, Interflow reads conversations for customers in the stages you choose and decides whether they stay or move to one of the destination stages. A move happens only when the probability clears the minimum you set.

People with no new message are read again after the delay you configure (7 days by default), including when the stage was changed by hand. With the delay empty, only customers with a new conversation are included.

If no source stage is selected, nobody enters the routine.

What it’s for

  • Move people who went quiet into a “didn’t reply” stage without opening every chat
  • Treat interest in this business differently from interest in something else
  • Run the read overnight, one organization at a time

How to use it

  1. Open CRMFunnelsScan
  2. Write the business context and the decision rules
  3. Select at least one source stage and one destination stage
  4. Set the hour, timezone, minimum probability, how many messages to read, and who is included (customer only is the default)
  5. Turn on Run every day and save

On the customer profile you can also scan this customer immediately, without waiting for the routine.

Full guide: CRM — Funnel scan

Scan queue

The routine builds the customer list once and walks it one person at a time. You can see who moved, who stayed, who failed, and who has a suggested stage you can transfer by hand.

The queue can show Waiting while another organization is being read. Pausing gives the turn to the next one. Continue does not wait for the next day’s hour. Retry failures puts back only the people who failed; customers already moved or kept are not read again in that same queue.

What it’s for

  • See why a customer was not moved, including the probability
  • Open the chat and the profile without leaving the queue
  • Transfer to the suggested stage after you confirm
  • Reload the list and keep the filter and page in the address

How to use it

  1. On the scan page, open a routine queue or create a queue for one stage
  2. Use the cards to filter, including Ready to transfer
  3. On Transfer, confirm the suggested stage
  4. Use Pause, Continue, or Retry failures as needed

Full guide: CRM — Funnel scan


Benefits

  • The funnel follows the conversation without a manual review of every customer
  • Silent customers can reach the right stage after the delay
  • One organization is read at a time
  • The suggestion stays saved so you can transfer when you want

Documentation constantly being updated