Introducing the Zoho Connector for OvationCXM

We are thrilled to announce the newest addition to the OvationCXM platform – the Zoho Connector! This powerful integration bridges the gap between Zoho CRM and OvationCXM, creating a seamless workflow for teams to deliver exceptional customer experiences.

Key Features of the Zoho Connector:

1. Sync Customers, Contacts, and Cases Effortlessly

Automatically sync customer information and interactions between Zoho and OvationCXM. This ensures your team has a unified view of customer data in real-time, eliminating the hassle of manual data entry and improving data accuracy.

2. Automated Case Creation

Sync Zoho activities, such as form submissions or case updates, directly into Cases in OvationCXM. Streamline your team’s workflow and ensure no customer request or inquiry falls through the cracks.

3. Custom Field Mapping

Use our intuitive field mapping to align custom fields between Zoho and OvationCXM. Map properties like case/account status, and more to match your unique business processes.

4. Real-Time Updates Across Platforms

Any updates in Zoho—whether a contact is modified, a case is updated, or a deal closes—are instantly reflected in OvationCXM and vice versa. Keep your teams aligned and your data always up-to-date.

Ready to Get Started?

If you’re interested in leveraging the Zoho Connector to enhance your customer experience workflows, reach out to your account manager today for early access.

Updates & Bug Fixes

Release Date: March 2025:

CX Manager

• We updated date and time fields in Reports to always show in the timezone of the user that ran the report rather than always showing in UTC.
• We fixed a bug where custom fields of type Product Picklist would show correctly on the Location Layout on the Customer screen but incorrectly on the Location Layout from clicking on the Location Card in the Customer Panel on the Case screen. Custom Product Picklist fields will now show properly on all Location Layout screens.
• We fixed an issue where escalating a Case to a Team in another Organization would show the Owner User field as blank but it would remain set to the original user. Now when you escalate a Case to a Team in another Organization and leave the Owner User field blank, it will properly set the Owner User field as blank.
• We fixed an issue where a user was required to click the Run Filter for any ad hoc filters every time they left and returned to the Cases list. Now when a user sets ad hoc filters on the Cases list and navigates into a Case and back, the Cases list will remain filtered with the previously set filters.
• We fixed an issue where a user would experience a blank screen after navigating into a Case from a grouped Cases View on page 2+ and then clicking back to the Cases list. Now the Cases list will properly show when navigating across multiple pages on grouped views.

Knowledge

• We fixed an issue where adding an Accordion to a Tab Body in a Knowledge Article broke the Tab structure. Now when you add an Accordion to a Tab, the Tab body will properly retain its structure.
• We fixed an issue where a user would press Enter from within a Tab or Accordion body in an Article and it would break the Tab or Accordion. Now when you press Enter in a Tab or Accordion body it will take you to the next line within that Tab or Accordion.
• We fixed an issue where clicking the Next Line button after an Accordion added to the bottom of the Article would put the new line within the Accordion rather than below it. Now clicking the Next Line button after an Accordion will put the next text outside of the Accordion.
• We fixed an issue where a user would insert a Tab into an Article body and it would sometimes add to a bulleted list. Now a Tab will be added directly to the body without adding any bullets.

Security

• We improved our SSO integrations to better validate against expired SAML tokens.
• We updated our Content Security Policy Headers and CORS policies for enhanced security.

Reporting & Dashboards

• We fixed an issue where filtering visualizations in dashboards with datetime fields would sometimes cause calculation errors.
• We fixed an issue where attempting to edit a visualization on a Dashboard would sometimes result in a CSP error. Now when you edit a visualization, you are able to do so without any errors.

Admin & Settings

• We added the ability to use Control + Click or Command + Click on the Settings dropdown in the top right to easily open the Settings screen in a new tab.
• We fixed a display issue where the Availability would show as 'During Business Hours' on the Messenger configurator when it was really set to 'Always'. Now the screen will always show the proper availability.
• We fixed an issue where long custom field names would cut off the buttons to add conditional logic or remove them from the layout configuration screen. Now you will be able to access the menu options for all fields on the layout screen no matter how long they are.

Network Upgrade: Enhancing Our Infrastructure for Better Reliability

We're excited to announce a significant upgrade to our infrastructure! We've successfully migrated to a new direct connection between our data centers, dramatically improving our inter-datacenter connectivity.

Key Improvements

• Eliminated Single Points of Failure: Our new infrastructure features switch-level redundancy between data centers.
• Automatic Failover: Network issues can now resolve without manual intervention.
• Consistent Performance: Reduced variance in latency for more predictable service quality.
• Enhanced Resilience: Better protection against firewall issues and internet congestion.

Performance Metrics

Our average ping times are consistent with previous tests while bringing substantially more stable and predictable performance.

What This Means for You

• Improved Service Reliability: Experience fewer disruptions and more consistent performance.
• Faster Incident Recovery: Quicker resolution when network events occur.
• Future-Ready Foundation: Enhanced infrastructure to support our continued growth and new features.

This upgrade represents a major step forward in our network architecture and demonstrates our ongoing commitment to providing you with the most reliable service possible.

Updates & Bug Fixes

Release Date: February 2025:

CX Manager

Case Management

• We added the ability to control-click and command-click on 1) Cases in the Cases list 2) Chat tiles in the top nav bar and 3) the main navigation list. Doing this will open the new screen in a new browser tab without impacting your current screen.
• We added the ability to merge cases from the Case edit screen. Click on View All on the Cases section of the Customer panel and from there you can select your Cases to merge. This will make it easier to quickly find related or duplicate Cases for a customer and merge them together without complex filters.
• We fixed a bug where some picklists were retaining hidden values after a user would enter an invalid value into a required picklist field and then delete the value. Now when a user removes a value from a picklist, it will properly clear the value and the field will search as expected.
• We fixed an issue where the type-ahead text in a picklist field would sometimes get stuck causing the picklist to not show all the values even after the text was removed. Now deleting the text in a picklist will reset the filters and show all available options.
• We fixed an issue that caused Tags and Categories to continue to show on the Tags and Category fields on a Case after a Team was deleted from the Tag in Settings. Now when you delete a Team that is related to a Tag, that Tag will no longer show as an option on the Tags picklist on the Case Edit screen for users on that Team.
• We fixed an issue where the Cases Selected count that shows at the top of the Cases list when you select multiple Cases would sometimes show an incorrect count. Now when you select multiple Cases on one or more pages, it will always show the proper count both before and after merging Cases.
• We fixed an issue where some Cases would periodically fail to display Events and would have improper access controls.

Customers

• We fixed an issue where custom URL fields that were accessed from the Customer screen were not opening the links in a new tab when clicked. Now when you click on the URL in a URL field type on the Customer Location panel, it will open in a new browser tab.
• We updated the functionality of custom product fields so when you add a product from the Add Product list, it is saved to that field rather than only saving to the list of available products for that Location.
• We fixed a bug where custom product picklist fields would periodically disappear from the Location Layout when accessed from the Customer Panel on the Case edit screen.
• We fixed an error that was being thrown when pressing the Add Product button on Product fields on a Location.

Communications

• We fixed an issue where sending an email to an email integration inbox with multiple email addresses in the To: field would only show the email integration inbox email address and all other email addresses in the To: field would not be displayed. Now all email addresses in the email’s To: field will show on the Communication Panel To: field.

Journeys

• We added the ability to cancel any open Action in a Journey from the timeline view so you can close out any Action that is stuck or no longer needs to be completed. Canceling a Task will also now post an event to the events timeline to show the date and time that the Task was canceled.
• We added the ability to force complete an Action in a Journey from the timeline view so you can mark any Action as Complete if it was completed out of order.
• We added functionality to automatically close out any outstanding actions on a Journey when the Journey Closed Out function is used from the timeline. This ensures that there will be no orphaned Tasks after a Journey is manually closed.
• We updated the icons in the timeline for Steps and Stages that contain Actions that are skipped. Previously it would show the Stage and Step as skipped when they contained a skipped action. Now they will continue to show as In Progress or Completed.

Knowledge

We fixed a bug where the Load More Events button was not showing at the bottom of the Events tab on Knowledge Articles.

Connectors & APIs

• We added Zoho and IRIS CRM to our list of connectors. We will discuss the details of each one in a future post.
• We fixed an issue where changing the name of a Connector was not properly saving.

Messenger (Web & SDK)

• We added rich text formatting for AI agent responses in Messenger to make long responses easier to read (line breaks, lists, clickable links).
• We disabled in-app surveys for canceled cases to prevent incorrect or accidental ratings.
• We added additional retry logic when opening Messenger in case chat ever gets stuck loading messages.
• We added a configuration option to Messenger to show or hide a button that allows customers to immediately route a conversation to a human while they are chatting with an AI agent.
• We fixed an issue where timestamps were showing an incorrect time. Now all timestamps in Messenger will show based on the user's computer timezone.

AI Agents

• We enabled auto case creation and team assignment when routing from an AI agent to a human.
• We added multilingual capabilities with auto language detection to our conversational AI agents.

If you are interested in testing our the beta of our conversational AI agents, please let us know! We would be happy to set one up for you, trained on your knowledge.

Reporting & Dashboards

We updated the default timezone for dashboards to display date/times in PST. If you want the default timezone updated for your organization's dashboard, please reach out to the Customer Success team.

Security

• We added additional IP checks during user session validation.
• We added additional rate limiting to our login screen to prevent automated attacks.
• We improved our application defense against possible clickjacking.
• We updated application dependencies to mitigate any third-party vulnerabilities.
• We improved application security by limiting the number of concurrent user sessions. Users can still work in multiple tabs at the same time.

[Action Required] Sunsetting WebConnect on June 30, 2025

As part of our commitment to delivering the best possible chat experience, we will be sunsetting WebConnect on June 30, 2025 so all chat conversations will happen on Messenger after that date.

This decision allows us to focus on enhancing our new and improved Messenger product, which offers advanced features, a modern interface, and better reliability to meet your evolving needs.

What You Need to Do

To ensure uninterrupted service, all customers currently using WebConnect will need to update their code snippet to the new Messenger version before June 30, 2025. You may already be using Messenger, but if you are not, the process is simple and takes just a few minutes:

1. Log into app.goboomtown.com as a user with proper admin permissions.
2. Go to Settings in your account.
3. Navigate to Channels.
4. Open the active Messenger configuration screens for your active instances.
5. Copy the updated Messenger code snippet from the Install Code tab.
6. Replace your existing WebConnect snippet with the updated Messenger one on your website.

If you need assistance, please reach out to help@ovationcxm.com and we would be happy to walk you through the process.

Am I Already Using Messenger?

Most organizations are already using the new version. To confirm if you are already using the latest Messenger code snippet, you can look at the code snippet on your website. If the code snippet references “Webconnect” anywhere in it, you are on the old version. If the code snippet references “Messenger”, you are on the latest version.

Here’s a sample of an updated snippet:

Why the Change?

Messenger provides a superior customer communication experience, including:

• Enhanced design and usability.
• Advanced customization options.
• Faster performance and better support for future updates.

By transitioning to Messenger, you’ll not only maintain your current capabilities but also unlock new tools to engage with your customers effectively.

Don’t Wait Until the Last Minute!

We recommend making the switch as soon as possible to get ahead of the deadline. Starting now will ensure your customers continue to have a seamless experience.

We appreciate your understanding and support as we work to provide the best solutions for your business.

Security Enhancements

Release Date: 01/16/24:

Security

• We improved the account lockout functionality to prevent improper password resets as part of the flow.
• We mitigated a vulnerability related to an Insecure Direct Object Reference (IDOR).
• We improved our defense against Cross-Site Scripting (XSS) between Messenger and CXME.
• We hardened the password requirements function to reduce potential vulnerabilities.
• We mitigated a potential account takeover vulnerability related to the password reset flow.
• We improved our defense against SQL injections throughout the CXME application.
• We improved our file scanner service to block .msi file types.

Admin & Settings

We added a field called 'Restrict Access To Teams' to the add and edit screens of Tags and Categories in Settings. This field can now be left blank and all Teams will have access to the created Tag or Category.

Updates & Bug Fixes

Release Date: December 2024

CX Manager

Communications

• We added the ability to rename communication threads on Cases. This will allow you to more easily differentiate between multiple threads on a Case. To rename a thread, click on the name of the active thread, change the name, and save.
• We added additional logic when our communication services get disconnected to pull the latest message history when it reconnects to ensure that no messages or chat tiles go missing when the service is reconnecting.
• We fixed an issue where pressing Enter would not properly send a text message from the communications panel (only clicking the Send button would send the message). Now pressing the Enter key will properly send an outbound SMS message.
• We fixed an issue where including a line break in an outbound SMS message from the Communications Panel would result in the message not being sent. Now you can include line breaks in your messages, and it will properly send all parts of the message.
• We fixed an issue where sending an outbound email from the popped out composer would display the Communications Panel with the composer extending to the top of the screen after clicking Send. Now the composer will be the standard height after sending an email from the popped-out composer window.
• We fixed an issue where vertically expanding the composer for chat and SMS messages would not give the user the full space to type.

Cases & Navigation

• We improved the type-ahead functionality on our picklist fields in CXME. You can now search for options with partial matching and you can match words in any order, rather than needing to find results by an exact match.
• We updated the display of blank Date and Date/Time fields to not show any value when they are blank. Previously they would display all zeros when the field data was blank.
• We updated the browser tab titles throughout the application. The tabs now follow the pattern, "{Current Screen Name} - OvationCXM". This will make it easier to identify your tabs when you have multiple tabs open.
• We added a new 404 screen in the application. Users will be directed to this screen in the future if they try to navigate to a bad URL.
• We fixed an issue where a user could be logged out of CXME due to inactivity while a report was being downloaded in the background. A user will no longer be logged out automatically while waiting for a report to download.
• We fixed an issue where clicking ‘No’ when asked to confirm the cases you selected to merge would result in an endless spinner. Now clicking ‘No’ will return you to the previous screen.
• We fixed an issue where if a user returned directly back to My Work after cloning a Case from My Work, it would result in an endless spinner. Now you can navigate back to My Work after cloning a case, and it loads correctly.
• We fixed an issue where The Action > Assign modal was displaying two Owner Team fields for Work Orders.

Journeys

In addition to launching APIs and Canvas, Paths, Selection Action, Journey Close Out, Parallel Steps, Parallel Actions, we also fixed several bugs across Journeys builder and timeline:

• We fixed an issue where adding a Journey to a Case could temporarily hide the display of the communications panel.
• We fixed a bug where dragging a Step to a blank area of the canvas would add a new Step.
• We fixed a bug where Stage and Steps in the Journey Timeline would show as Completed when the first Action within them was completed.
• We fixed a small bug where clicking Cancel after adding a Parallel Steps container failed to cancel the node.

Integrations & APIs

We launched our Hubspot Connector and you can read more about it here.

Reporting & Dashboards

• We added new date/time fields to our dashboards so now you can add a single field on tables that show the date and time in one cell rather than needing separate fields for date and time. We will be rolling this update out to all existing dashboards.
• We are continuing with the migration to our new dashboards and expect the migration to be completed before the end of the year.

Admin & Settings

We fixed an issue where the team name wasn't appearing in the 'Route issue to Team' field on the Messenger configurator when first accessed.

Journey Parallel Actions

In addition to being able to execute multiple Steps at the same time as described in the Parallel Steps post, we have also added the ability for journey builders to decide if they want to start Actions within a Step in a defined order (sequential) or all at the same time (parallel). We call this Parallel Actions.

Previously, all Actions within a Step had to be run in sequence where each Action would only begin after the Action before it was completed.

Now if you have a set of Actions that all need to be complete before progressing the Journey, but it doesn't matter what order they are completed in, you can have them all start at the same time. This means that if you have three Tasks in a Step that is set to a Parallel Action Order, all three Tasks will start at the same time and can be completed in any order. Note that the next Step will not begin until all Actions within the first Step are complete.

Journey Parallel Steps

The latest update in Journeys is the ability to execute Actions within multiple Steps at the same time. We call this Parallel Steps.

Historically, all Steps had to be run in sequence where each Step would only begin after the Step before it was completed.

But what about when you have two teams or two work streams that need to be completed but are not dependent on each other in order to get started? This is where Parallel Steps come in.

You can now drag multiple steps into a Journey side-by-side so they can run at the same time. These Steps are placed into a Parallel Steps container so they all start at the same time and the Journey only progresses when all Steps within the container are complete. This allows teams to complete work faster while ensuring active work does not get ahead of any dependencies.

Close Out a Journey Manually or Programmatically

You now have the ability to manually or programmatically close out a Journey that did not successfully reach the end.

Not every customer journey is a successful one. Sometimes processes fail, interactions go stale, applications are denied, or customers churn. In these scenarios, the journey did not reach the desired outcome and will need to be closed out.

Closing out a Journey marks the overall Journey as Closed so it will no longer show as Active in Analytics. It will also close out any active or pending Actions that are still open in the Journey so you don’t have Actions left in a limbo state.

Data Center Migration for Hosted Files

We successfully migrated our file hosting infrastructure to Google Cloud Platform (GCP). This upgrade will bring improvements to the performance, reliability, and scalability of how you add, access, and download files and images.

This transition is part of our ongoing efforts to improve our infrastructure and provide you with the best possible experience. If you have any questions or need assistance, please reach out to our support team.

Introducing the HubSpot Connector for OvationCXM

We are thrilled to announce the newest addition to the OvationCXM platform – the HubSpot Connector! This powerful integration bridges the gap between HubSpot’s CRM and OvationCXM, creating a seamless workflow for teams to deliver exceptional customer experiences.

Key Features of the HubSpot Connector:

1. Sync Customers, Contacts and Cases Effortlessly

Automatically sync customer information and interactions between HubSpot and OvationCXM. This ensures your team has a unified view of customer data in real-time, eliminating the hassle of manual data entry and improving data accuracy.

2. Automated Case Creation

Convert HubSpot activities, such as form submissions or ticket updates, directly into Cases in OvationCXM. Streamline your team’s workflow and ensure that no customer request or inquiry falls through the cracks.

3. Custom Field Mapping

Use our intuitive field mapping to align custom fields between HubSpot and OvationCXM. Map properties like deal stages, ticket statuses, and more to match your unique business processes.

4. Real-Time Updates Across Platforms

Any updates in HubSpot—whether a contact is modified, a ticket is updated, or a deal closes—are instantly reflected in OvationCXM. Keep your teams aligned and your data always up-to-date.

Ready to Get Started?

If you’re interested in leveraging the HubSpot Connector to enhance your customer experience workflows, reach out to your account manager today for early access.

Questions about setup? Our support team is ready to assist you every step of the way. Let’s take your customer experience to the next level with OvationCXM and HubSpot working together seamlessly!