Updates & Bug Fixes

Release Date: 12/28/2021

Admin & Settings

Added a new custom field type that is a User lookup field. This field will allow you to look up and tag user(s) to the field and display on the different object layouts (Cases, Locations, etc.). This will allow teams to easily track additional customer relationships such as Sales Owner and Account Manager for data filtering and to keep them in the loop on any important updates.

Bots

• Added Flow Pausing function our Virtual Assistants. This is the ability for bots to pause a conversation topic, start a new conversation topic, and then return to finish the previous conversation topic once the 2nd one is complete.
• We updated our fallback (unmatched response) logic for our Virtual Assistants. These bots will now respond with a contextual fallback (set at the Flow level), then respond with a global fallback (set at the bot level). They will repeat this process 3 times before giving up on that response and letting the user try a new topic or route to a human for additional help. This ensures that a customer never gets stuck in an unwanted conversation loop.
• Removed unused entities and intents from our bot machine learning models to increase intent matching quality and reduce training time.

CX Manager

• Fixed a bug where inbound phone calls would not always match to existing customers with the same phone number.
• Fixed a bug where the scroll bar didn’t always work when editing the details of a Customer.

Integrations & APIs

• Fixed a bug preventing the Seismic integration widget from showing on the integration panel
• Fixed a bug where Zapier triggers were not always firing

Knowledge

• Fixed a bug where custom header links were not showing on external Knowledge Bases.

Salesforce Package 1.10

Release Date: 01/15/2022

In addition to adding several new features and fixing bugs from version 1.9.1, we also completed some significant application code refactors that have increased overall performance of the application. Here's a summary of the updates for version 1.10.

Features and Updates

Setup & Configuration

General

• Removed the Home tab
• Added descriptions throughout the app to more clearly describe how the app works

Configuration Tab

• Added a master on/off switch to the application so you can quickly turn off all data syncing without changing any workflows or mappings
• Added a read-only Integration ID field on the Configuration tab to show which Boomtown integration you are connected to. This is helpful during troubleshooting or when changing environments.
• Add the ability to stop an initial Sync once it is in progress.

Mappings tab

• Added the ability for users to delete mapped custom fields on the Mappings tab
• Updated the default mappings to simplify the initial setup and configuration
• Updated field labels from Issues to Cases on the mappings tab to reflect the latest Boomtown product language
• Added a Save Mappings button on the Mappings tab to be more consistent with the rest of the tabs that have save buttons instead of auto save
• Updated the Sync Direction dropdown to a disabled state on the Mappings tab where there is no Salesforce field selected

Workflows Tab

• Added the ability to name Workflows to make it easier to remember what each Workflow does
• Added the Active Boolean to the main Workflows tab so it’s quicker to see if a Workflow is turned on or off

Data Components & Syncing

• Updated the app to automatically sync Contacts on Accounts (if they match the Contact Workflows) when an Account is first synced to Boomtown
• Updated the Troubleshooting Steps and Resolution Notes fields to be Text Long fields instead of Text fields so that we can pass more than 256 characters from Boomtown to Salesforce in these fields
• Updated the Boomtown ID fields in Salesforce to not be unique in order to allow Salesforce to have duplicate Account data without throwing errors
• Updated the application timeout limit from 10 seconds to 28 seconds to prevent any possible timeouts on data syncs
• Added several performance updates across all parts of the application to significantly reduce processing time and speed up the data sync process

Bug Fixes

• Fixed a bug when a Case moved from one customer to another in Boomtown it didn’t always update to the correct Customer in Salesforce
• Fixed a bug preventing Date Fields from being mapped from Boomtown to Salesforce
• Fixed a bug where Accounts wouldn’t get synced from Salesforce to Boomtown when a non-mapped field was the trigger that executed the workflow rule.
• Fixed a bug that prevented our app from working in debug mode
• Fixed a bug where the Boomtown Case URL field was only showing the Case ID and not the full clickable URL
• Fixed a bug where having two parenthesis in the Filter Logic field on a Workflow would cause an error. You can now use nested logic. For example, (1 AND (2 OR 3)).
• Fixed a bug where the data from the Boomtown Product field would only display a single product in Salesforce rather than the full list of related Products
• Fixed a bug where updating records in Salesforce before adding the details on the Configuration tab would cause errors in Salesforce
• Fixed a bug where having a field on the Mappings tab that had a sync direction set but no field mapping would cause a nullPointException error
• Fixed a bug where the Salesforce ID was not always being saved to Cases in Boomtown when the Case originated from Boomtown
• Fixed a bug where adding a new custom field mapping didn’t save the field on the mappings tab and the user had to select the field twice
• Fixed a bug where Case Notes from Boomtown would not always get appended as Case Comments in Salesforce
• Fixed several performance-related errors including SOQL errors, maximum stack depth, chunking errors, and CPU errors

Bot & Virtual Assistant Updates

Release Date: TBD

Following our recent launch of our Virtual Assistants, we have added a number of new updates to continue to improve the overall experience from building through deployment and customer experience.

Building

• Added an On/Off Toggle to the Virtual Assistant Q&A pairs to make it easy for a builder to create content before deciding to push it live
• Added a field on the WebChat configurator that allows bot builders to map Virtual Assistants to specific Web Chat instances with a single click. This allows for faster setup and greater flexibility when creating multiple WebChat instances.

Testing

• Added a message in the bot simulator chat room notifying the user when a data training is complete so they can begin testing
• Updated the buttons on the bot simulator chat room to allow a user to run a Quick Train or a Full Train depending on their needs

Deployment

• Added a warning on the bot deployment screen to notify a user when they are about to deploy an update to a bot without first completing a full machine learning model training
• Added a pop up on the deployment screen to warn users when they are about to deploy a Bot that has known errors. An error log displays the errors that should be fixed.
• Added an automated timeout if a bot deployment to production does not complete with 1 hour. This ensures faulty deployments do not get stuck in the deployment process.

Customer Experience

• Added Flow Pausing capabilities to our Virtual Assistants. This gives our bots the ability to pause a conversation, start a new conversation topic, and then return the previous conversation where it left off once the 2nd one is completed.

Additional Updates & Bug Fixes

Release Date: 12/15/21

CX Manager

• Fixed a bug where Case Events related to custom fields being updated didn't show the custom field's name in the timeline
• Fixed a bug where Cases created from inbound phone calls would sometimes get cancelled after a conversion was completed
• Fixed a bug where the Case Details (column 2) of the Case view would sometimes fail to load
• Enhanced performance for our regularly scheduled CRON jobs

Knowledge

• Added additional security measures to videos uploaded to Internal Knowledge Article to ensure they can't be accessed by unauthenticated users
• Fixed a bug where copying and pasting content from Word documents into an Article would cause an endless spinner and result in the content not being copied over
• Fixed a bug where trying to copy content from the same Word document multiple times into a Knowledge Article didn’t work
• Fixed a bug where nested accordions opened when the parent accordion was opened
• Fixed a bug where links used within Article accordions caused the link to display as an accordion instead of a link

SDK

• Updated the Default Customer field on the SDK configurator to allow users to select any Customer in their Organization

Admin & Settings

• Added a new custom field that is a User lookup field. This field will allow you to look up and tag users to the field and display on the different object layouts (Cases, Locations, etc.). This will allow you to create custom user relationships on Customers and Cases such as Sales Representative, Account Manager, Customer Success Manager, etc.