OvationCXM - Product Updates

4 years ago1/5/2022

Updates & Bug Fixes
Release Date: 1/18/22

Bots

Knowledge

Integrations & APIs

Customer Webhooks

Alan Finlay

4 years ago12/22/2021
Updates & Bug Fixes
Release Date: 12/28/2021

Admin & Settings

Bots

CX Manager

Integrations & APIs

Knowledge

Alan Finlay

4 years ago11/30/2021
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

Configuration Tab

Mappings tab

Workflows Tab

Data Components & Syncing

Bug Fixes

Alan Finlay

4 years ago11/29/2021
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

Testing

Deployment

Customer Experience

Alan Finlay

4 years ago11/29/2021
Updates & Bug Fixes
Release Date: 12/15/21

CX Manager

Knowledge

SDK

Admin & Settings

Alan Finlay

4 years ago10/28/2021
Updates & Bug Fixes
Release Date: 11/9/21

CX Manager

Knowledge

Bots

Mobile SDK

WebChat

Alan Finlay

4 years ago10/27/2021
Visual Status Indicators Added to Outbound Chat Communications
Release Date: 10/27/21

We've updated the UI within our communication panel on Cases to show additional visual indicators when a user sends an outbound chat message from a Case. This will provide users with valuable indicators to understand if the message they sent is still sending, has sent, or failed to send.

When a message is being sent, the message will show a status in the top right to indicate if the chat has sent. The status will move from Sending to Sent and then afterwards show the timestamp of when the message was sent.

If a message does fail to send, the message will show as Failed and will offer the user the opportunity to Retry sending the message or to Cancel sending that message.

Lastly, if for some reason the user loses internet connection, we've added visual feedback in the communication panel so the user understands their network connection is down.

Veronica Weisman

4 years ago10/14/2021
Updates & Bug Fixes
Release Date: 10/26/21

Bots

We added a feature on the "Route Conversation" Action Node to allow end-users to leave a message for agents outside of hours of operation. This option will override global timeout behavior so the Case will stay open for agents to claim and follow up on the following day when they are online.

Knowledge

We updated our External Knowledge Base login functionality to allow users to log in with SSO instead of requiring a username and password. This will also streamline linking to internal Articles for users that are not already logged in. When a user tries to access an internal Article and they are not logged in, they click login and it will open a login page. After logging in (either with username and password or through SSO), the user will be redirected back to the link where they came from.

Webchat

Fixed a bug where public Knowledge Articles shared from a bot were not always loading inside Webchat depending on the customer's cached data.

CX Manager

Alan Finlay

4 years ago10/1/2021
Updates & Bug Fixes
Release Date 10/12/12

Alan Finlay

4 years ago9/15/2021
Quick Access for Active Phone Call
Release Date: 9/28/21

One of the most rigorous tasks for a user is to answer calls and then navigate to the respective Case for the active call. Previously, whenever a user picked up a phone call, Boomtown used to redirect the user to the Case immediately. While it gets the Case in front of you immediately, it takes away focus from anything you were doing before picking up the call.

With this update, we are introducing an Active Phone Call Tile on the navigation bar. This tile appears whenever the user picks up a phone call and it stays there until the call is disconnected. The user can click on the tile anytime to navigate to the Case linked to the active phone call.

Prayas Tiwari

4 years ago9/14/2021
Updates & Bug Fixes
Release Date: 9/28/21

Alan Finlay

4 years ago9/13/2021
Support SDK Appearance Customization Update
Release Date: 9/14/21

More SDK customization options in the cloud

Previously, all appearance customization to the Support SDK screens had to be done inside your application. While this is easy enough to do, it becomes more complicated as you want to make quick updates outside of release cycles.

With this update, we have added JSON to an Advanced Configuration tab where you now edit options like colors, lines, spacing, and more to fully customize the look and feel of your SDK without having to push a new app version.

Alan Finlay

4 years ago9/13/2021
Bug Fixes
Release Date: 9/14/21

We fixed three bugs:

  1. Fixed a bug where the Case Scheduled token was broken in Alert Templates
  2. Fixed a periodic Out of Memory error with our APIs
  3. Improved chat tile processing speed so they show up faster
  4. Fixed a bug where certain forms were not saving some responses when the form was completed
  5. Fixed a bug where users were receiving 'New Activity' email notifications when they had that notification disabled

Alan Finlay

4 years ago9/8/2021
Restrict Which Users Can Edit Specific Knowledge Libraries
Release Date : 9/14/2021_

You now have more flexibility to define which users can create, edit, and publish articles in specific Knowledge Libraries beyond the overall Knowledge Permissions assigned to the user role. With the new Restrict Editors To: field on the Library Settings page, you can now designate a subset of the users in your organization who can create and edit Articles in a Library.

fix We also fixed a bug where adding a Link to an Accordion would display an extra down arrow under the link.

Alan Finlay

4 years ago8/31/2021
Salesforce Integration Enhancements
Here's a summary of the updates we have released to our Salesforce integration over the past 2 months.

Version 1.6 was released to the AppExchange on 6/18.

With this release we added new performance and UX enhancements as outlined below.

Custom Field Mapping Modal

  1. Made the custom field mapping modal taller to avoid picklists going off the bottom of the screen
  2. Updated sorting for the Boomtown API field picklist to be alphabetical
  3. Update the sort order of the Salesforce field picklist to be alphabetical

Future Method Update

Salesforce does not allow batches to be triggered from future methods for third-party applications. We have updated our application to delay the batch updates from the Boomtown app until after the future method is completed in order to avoid these errors.

Skipping Unneeded Batch Updates

We added a performance enhancement that is an additional check on the workflow rules to first check if any of the mapped fields changed. We will only call the data sync if the change on the record is for a field that is mapped. Otherwise, we skip the sync since no data will transfer between systems.

Account Name Mapping Update

We updated the Account Name mapping to update both the Boomtown Customer Name and the Boomtown Location name. If the Salesforce Account Name changes, the Customer Name and Location Name will remain in sync between Salesforce and Boomtown.

Enhanced Contact Mapping

We enhanced our Contact mapping for when Cases are synced from Boomtown to Salesforce and Contact records are not synced. If the Boomtown Case is related to a Contact that is not synced, we will check the email, phone number, and name of the Contacts on the related Account to see if we can find a matching Contact. If one is found, we will relate that Contact to the Case in Salesforce. This increases the likelihood that Contacts in Salesforce will be appropriately tagged even when Contact data syncing is turned off.

Additional Control Over Case Comment Syncing

We added an additional field on the Mappings tab that allows users to select the direction of how Case Comments get synced. You can set comments to not sync, unidirectional, and bidirectional. Case Comment syncs are still only triggered when Case Workflow Rules evaluate to true.

Additional Mapping Options for Lookup Fields

You can now use Lookup Fields in your Workflow Rules (previously hidden). This will provide additional flexibility for building custom Workflow Rule logic.

Version 1.7.0 was released to the AppExchange on 7/14.

This is a minor release that had a few bug and performance enhancements.

Updated Custom Field Data Sync on Initial Case Creation

Previously custom field data would only sync after the record was created and then updated. We updated this workflow so custom field data syncs from Salesforce to Boomtown on initial record creation. We also fixed a bug where this was causing fields in Salesforce to become blank after the sync back from Boomtown.

Added Flex Queue Check

We added an extra check on the data sync to make sure that adding the batch job to the flex queue will not push it over the 100 job limit that Salesforce imposes. If we find that the batch job will push the Flex Queue past 100 jobs, we will skip the sync for those records. In the future we will add a queue mechanism to hold those syncs until after the Flex Queue has returned to lower levels.

Test Classes

We updated our app for test classes. We added a check for the existence of custom settings in our code and test environment. This will allow organizations to run automated tests that include our managed package.

Other Small Updates

Version 1.7.2 was released to the AppExchange on 8/4.

Version 1.8.0 was released to the AppExchange on 8/11.

Version 1.9.1 was released to the AppExchange on 8/31.

Alan Finlay

4 years ago8/4/2021
Release Notes 8/17/21
As a reminder, we recently updated our product delivery process and we will now be releasing new features, updates, and fixes every two weeks going forward. Releases will happen on Tuesday nights.

This release has some bug fixes, performance updates, and Virtual Assistant enhancements. Here's what's going live on 8/17:

Core Updates & Bugs fix

Virtual Assistant improvement

Performance improvement

Salesforce Application improvement

We launched version 1.7.1, which had two updates

Alan Finlay

4 years ago8/3/2021
Release Notes 8/3/21
With this release we have updated our product delivery process and we will now be releasing new features, updates, and fixes every two weeks going forward. Releases will happen on Tuesday nights.

We kicked off the new process with some bug fixes, performance updates, and Virtual Assistant enhancements. Here's what's going live next Tuesday:

Core Updates & Bugs

Virtual Assistant

Alan Finlay

5 years ago7/15/2021
Release Notes 7/15/2021
This release we are updating our URLs so all users will now log into our new interface. We are also launching an update to our SDK configurators and a number of performance updates and bug fixes.

URL Update to New Interface

With this release we are updating the URLs for our new and old web app interfaces.

When you log into app.goboomtown.com, you will now log into the new interface. No action is needed on your end. There will be no changes to app-new.goboomtown.com so if you have SSO set up it will continue to function as it does today.

If you still need to access the legacy interface, it will remain available to use. Please reach out to your primary point of contact or email us at product@goboomtown.com for access.

For anyone that hasn’t already started using the new interface, we have created a new knowledge base to help with the transition, which can be accessed at https://help.goboomtown.com/.

If you are looking to submit remote or field service requests to Boomtown Services in the new interface, here are a few articles to get you started:

WebChat & Support SDK

With this release we are making it even easier to integrate, update, and customize your in-app customer experience. We took the customizable JSON where you can edit text, colors, spacing, and all other appearance changes to your SDK, and moved that code to the SDK configurator in the cloud. This means that you can now make changes to your SDK’s in-app appearance without having to release any new code or release a new version of your app.

Other WebChat and SDK Updates:

Salesforce App Updates

For additional details about the latest Salesforce app version, click here.

Performance & Stability

We continued to reduce the load time for screens across the application as well as enhanced the reliability of our messaging across chat, email, and SMS.

We also added new functionality that allows teams to chat with customers with the Boomtown app open on multiple browser tabs at the same time.

Core Updates & Bugs

Alan Finlay