OvationCXM - Product Updates

Updates & Bug Fixes

Release Date: 08/02/22:

CX Manager

Communications

Knowledge

Admin & Settings

Alan Finlay

Updated and Improved Cases Screens

We are excited to announce the beta release of an updated and improved Cases screen which is focused around improving performance, stability, and efficiency for agents handling Cases. These updates include the Cases List screen and the four panel Case View.

The updates to the Cases screens include:

These updated Case screens are currently in Beta and will soon be released to the entire Boomtown community. If you're interested in joining our Beta group, please reach out to product@goboomtown.com to get early access.

Veronica Weisman

Bug Fixes

Release Date: 07/19/22:

CX Manager

Alan Finlay

CX Manager

Release Date: 07/07/22

We fixed two issues that were impacting users:

Alan Finlay

Updates & Bug Fixes

Release Date: 07/05/22:

CX Manager

Communications

Cases

Knowledge

Smart Buttons (Web & SDK)

Virtual Assistants

Integrations & APIs

Reporting & Dashboards

Alan Finlay

Updates & Bug Fixes

Release Date: 06/21/22

Knowledge

Journey Orchestration

Smart Buttons (Web & SDK)

Virtual Assistants

Reporting & Dashboards

Admin & Settings

Alan Finlay

Updates & Bug Fixes

Release Date: 06/07/22

CX Manager

Communications

Cases

Knowledge

Virtual Assistants

Alan Finlay

Updates & Bug Fixes

Release Date: 05/24/22

CX Manager

Communications

Cases

Knowledge

Integrations & APIs

Reporting & Dashboards

Admin & Settings

Performance

Alan Finlay

Updates & Bug Fixes

Release Date: 05/10/22

CX Manager

Knowledge

Integrations & APIs

Connectors

Admin & Settings

Performance

Alan Finlay

Salesforce Package 1.12

Release Date: 04/25/2022

In addition to adding multiple new features and fixing bugs from version 1.11, we have also added multiple UI/UX updates, significantly increasing the performance of the integration. Here's a summary of the updates for version 1.12.

Features and Updates

Boomtown Error Log

Setup & Configuration

General

Configuration Tab

Workflows Tab

Bug Fixes

Prayas Tiwari

Bot Navigation & Component Linking

Release Date: 04/29/22

Our latest release will facilitate Bot Builder navigation via better component linking:

We also made the following UX improvements:

Paige Camerino

Updates & Bug Fixes

Release Date: 04/29/22

CX Manager

Communications

Cases

Search

Knowledge

Journeys & Automations

Integrations & APIs

Connectors

APIs

Smart Buttons (Web & SDK)

Admin & Settings

The Manage Teams, Manage Users, and Manage Reports permissions have always been sub-permissions to the Edit Organization Settings permission. With this release we are updating the Team, User and Reports permissions to be standalone so users can have those permissions without requiring the Edit Organization Settings permission. We also updated the Add Shared Views permissions to enable users without this permission to still create Private Views that cannot be shared with others users.

Performance

Alan Finlay

Automation Engine Launch

We are excited to announce the beta release of Automation Engine!

Automation Engine allows users to build out rules-based workflows to automate everyday tasks and streamline painstaking workflows.

Powerful use cases include automating the collection and modification of data values, routing cases to different teams, setting priority and more. Automation Engine can also be leveraged to send omnichannel communications to other parties or escalate inquiries whenever certain events occur (e.g., if the subject of a Case contains "Cancel", change Owner Team to the Retention Team).

This is a robust tool that will empower support leaders, operations managers, project managers and their team to automate routine tasks to free up time for higher value engagements.

If you would like access to Automation Engine, please send an email to product@goboomtown.com with the subject line "Automation Engine Access".

Paige Camerino

Updates & Bug Fixes

Release Date: 3/29/22

CX Manager

Communications

Cases

Integrations & APIs

Connectors

APIs

Knowledge

Reporting & Dashboards

Smart Buttons (Mobile SDK)

Admin & Settings

Security

Alan Finlay

Updates & Bug Fixes

Release Date: 3/15/22

CX Manager

Communications Improvements

We've updated the format of the Communication Transcript file that are created when a Case is Resolved to make them easier to read. These updates include: updating the name of the Transcript Files to make it easier to see which communication thread the transcript relates to, adding a friendly title to each PDF, and updated the format to strip out unnecessary HTML.

Fixed a bug where sometimes a new case was getting created rather than merging into the existing case when a customer replied to an email auto-reply (only impacted forwarding email inbox configurations, IMAP configurations functioned correctly).

Fixed a bug that prevented resolved cases from reopening when an email response came back into the platform with a matched subject line to a previous thread from that customer.

Fixed a bug where the Name associated with an email address would sometimes display the incorrect name.

Fixed a bug where inline images in emails were not properly displayed when replying to an email from Boomtown. Note that this still occurs periodically for large images in certain email clients and we will address that soon.

Case Updates

Fixed an issue where custom date fields would not accept a date before 1970 due to being in UNIX time.

Fixed an issue where chat tiles would sometimes not appear immediately.

Updated Views on the Cases tab to only show Cases that have been updated in the past 12 months. We also capped the total number of Cases that can be shown in a view to 1,000. This will increase performance and reduce load times. You can still access all Case data via search, Reports, and Dashboards. You can find more details about the Views Case data here.

Forms

Removed the ‘Save for Later’ button on General forms when accessed via web URL since the functionality did not properly work.

Connectors

Fixed a bug where some phone cases were not auto-creating and auto-opening for users in the Platform with a RingCentral integration.

Dashboards

We are adding additional Case metrics to your Dashboards that include:

Alan Finlay

New Dashboards

Release Date: 3/1/22

We have been working to increase the flexibility of our reporting and data visualization capabilities in order to provide you with more insight into your customer experience data.

Next week we are launching brand new dashboards.

These new dashboards will give you:

  1. A new and improved user interface with more options for point-and-click filtering and drilling into specific reports
  2. The ability to create your own custom dashboards and share them with your teams

We will be rolling out the new dashboards in two phases:

Phase 1: On 3/1/2022 your current dashboards will turn off and your new dashboards will be activated (if you have Dashboard access) with view-only access. You will have access to the same dashboards that you have today but they will look slightly different - report and field name updates, layout changes, colors, styling, etc. Emailed reports will continue to send as they do today.

During Phase 1 there will be a few Insights that will be missing relative to your previous dashboards. These include time-based metrics such as Time to Claim, Time to Schedule, Time to Resolve, and SLAs. We will be adding these missing insights in Phase 2 shortly after the launch of Phase 1.

Phase 2: There will be two updates in Phase 2. First, we will add the missing time-based insights noted above. Second, we will add the option for you to create and edit your own custom dashboards to give you complete control over your customer insights and data visualization.

If you did not receive access to Dashboards and would like access, please reach out to product@goboomtown.com.

Alan Finlay

Updates & Bug Fixes

Release Date: 2/15/22

CX Manager

Integrations & API

Alan Finlay

Merge Case

Release Date: available on the new Cases screen that are being rolled out selectively

In our latest release, we added the ability for agents to merge Cases from the Case List view. This feature will allow agents to consolidate duplicates, declutter their queues and better manage their Cases.

When Cases are merged together, all the data from the primary Case is retained. This action also migrates all open communication channels to the primary Case as new threads so conversations can be continued from each Case in one central place.

Merge Case paves the way for the next set of Bulk Actions that will roll out throughout the course of this year.

Paige Camerino

Updates & Bug Fixes

Release Date: 2/15/22

CX Manager

Knowledge

Integrations & APIs

Reporting & Dashboards

Mobile SDK

Alan Finlay

ADA Compliance: External Knowledge WCAG 2.1

As our world becomes increasingly digital, it's important to ensure that all users and customers are able to easily navigate and use any software presented to them.

We have kicked off a project to make sure that our entire platform (both internal and customer-facing screens) is WCAG 2.1 compliant. You can read more about what it means to be WCAG 2.1 here.

We are first focusing on our customer-facing products such as the external knowledge base and our web-based chat product and will then focus on our internal screens.

We are excited to announce that our customer-facing knowledge base is now WCAG 2.1 compliant. You can learn more about best practices for ensuring your customer-facing knowledge base is compliant here.

We will let you know as we continue to make progress across the rest of our platform.

Alan Finlay