The Pro Platform Changelog

We're thrilled to announce our latest update to our Mobile App! This update brings a bunch of improvements and fixes that further improve the usability of the Pro Platform mobile app.

🚀 What's New

1. Updated notification badge logic: Badge count now reflects the number of unread notifications, not unread conversations.
2. Persistent Filters on Conversations and Tasks: Filters applied on the Conversations and Tasks page of the mobile app will retain their selections made by the user until the user decides to change or remove them.
3. Seamless creation of CRM contacts from native contacts: If a call is made from device native quick actions (Long press the icon on your device's app drawer/home screen and tap on "Make a Call")
4. Enhanced features for Documents and Contracts: Any documents created on web will be seamlessly accessible on mobile and vice versa.
5. Fixed call duration reset glitch: Often, if you were to rotate your device from Portrait to Landscape, the call duration would reset to 00:00. This has been fixed now.

👷‍♂️ Notification Count - How It Works

1. Open the mobile app.
2. Once you are on the notifications section, you can click on any unread notification to view it.
3. Upon reading the notification, the badge count will decrease by a count of 1.
4. To clear the badge count entirely, tap on the 3-dots icon on the top right and tap on "Mark all notifications as read". This will clear the badge count on your device.

⭐️ Why it Matters

This update finally clears the air on how the badge count is calculated, so that you can get an accurate count on the number of unread notifications.

⏱️ Availability

• Pro Platform (iOS, Android) - v3.74 or later
  

Overview

We're thrilled to introduce three new elements to enhance your custom dashboards: Titles, Textboxes, and Images!

👀 What’s New?

• Title: Easily add titles or headings to your dashboard to create organized sections and group widgets based on themes or categories.
• Textboxes: Provide valuable information or to-do lists for your team members directly on the dashboard. Whether it's instructions on how to interpret widget data or reminders for important tasks, textboxes help streamline communication and boost efficiency.
• Images: Enhance the visual appeal of your dashboard by uploading and embedding images. Whether it's logos, charts, or infographics, images provide additional context and make your dashboard more visually engaging.

👷 How It Works:

1. Enter Edit mode on your Dashboard.
2. Click on Add widget.
3. Switch to the Elements tab.
4. Choose from Titles, Textboxes, or Images.
5. Configure the element to suit your needs.
6. Save your changes.

⭐ Why it Matters:

• Improved Organization: Titles allow you to create clear sections on your dashboard, making it easier for team members to navigate and understand the layout.
• Enhanced Communication: Textboxes enable you to convey important information directly on the dashboard, reducing the need for separate communication channels and ensuring everyone stays informed.
• Visual Appeal: Images add visual interest to your dashboard, making it more engaging and impactful. Whether it's branding elements or visual representations of data, images help convey information more effectively.

These new elements empower you to create more informative, visually appealing dashboards that enhance collaboration and productivity within your team.

Overview

We're excited to announce a significant enhancement to our platform: the introduction of the List View for Opportunities, now available.

What is List View?

The new tabular View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.

Here’s what you can do with it:

Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format.

Sorting Across Fields: Easily sort your opportunities by multiple fields - Opportunity Name, Value or Date Created.

Customizable Fields: Choose which fields you want to display in your list view. You can also resize and reorder these fields.

Full Feature Parity with Board View: All the features like the Advanced filters and Search functionality in the board view are available in the list view too.

Benefits of the List View:

The List View offers several key advantages that can enhance your productivity and streamline your workflow:

Enhanced Visibility: Check out more opportunities displayed in the same view

Increased Customization: Tailor your columns to display or export the information that matters most to you.

Facebook Comment Automation

You can now automate the conversation based on a comment on your Facebook posts

• Select the parameters to trigger your workflow (Page, Post Type, Post & Phrase)
• Use multiple options in the Facebook Interactive Messenger to DM the contact
  

Add Trigger

Facebook > User comments on a post

Add Action

Facebook Interactive Messenger

Instagram Comment Automation

You can now automate the conversation based on a comment on your Instagram posts

• Select the parameters to trigger your workflow (Page, Post Type, Post & Phrase)
• Use multiple options in the Instagram Interactive Messenger to DM the contact
  

Add Trigger

Instagram > User comments on a post

Add Action

Instagram Interactive Messenger

Facebook + Workflow Al

You can now reply to comments using Workflow AI

• Let GPT do the work and prepare a response
• Response will be based on the comment and the prompt added.
  

Add Action

GPT powered by Open AI

Edit Action

Add the prompt and use comment as input

Add Action

Add "Reply in Comments" action and select the GPT action output as input.

Overview

We're excited to share improvements to the conversations module, specifically addressing the email messages experience. Our goal is to ensure a seamless and efficient interaction with email messages, recognising the importance of quick and reliable access to email content.

Email View Freezing: Customers experienced occasional freezing when clicking on email messages, caused by delays in fetching email content, which took an average of 2-3 seconds.

We've addressed this issue by improving the message load time within email threads, enhancing the overall user experience.

This enhancement is a step towards optimizing user experience on the conversations screen, ensuring smoother customer interactions and bolstering the performance overall.

Overview

We are excited to announce the release of SMTP credentials for dedicated sending domains, enhancing your email delivery capabilities and providing seamless integration with warm-up services. This feature empowers you to efficiently manage and optimize your email sending practices while ensuring maximum deliverability.

Key Features:

• SMTP Credentials for Dedicated Sending Domain: Users can now generate unique SMTP credentials specifically for their dedicated sending domain. This ensures secure and authenticated access for sending emails via SMTP servers.
• Streamlined Configuration: Setting up SMTP credentials for dedicated sending domains is straightforward and user-friendly. Our intuitive interface guides you through the process, making integration with warm-up services hassle-free.
  

Here's how to access this Feature:

Navigate to Settings - Email Service -> SMTP Service -> Dedicated Domain and IP -> SMTP Settings under the dedicated domain.

Important Note:

Overview

🎉 We are thrilled to announce the migration of custom hostnames for domains to CloudFlare. Get ready for a faster, safer, and more streamlined domain experience. 🎉

🤩 Key features & benefits

• Enhanced Security: Enjoy robust protection against DDoS attacks and other online threats. 🛡️
• Turbocharged Performance: Websites and funnels will load up to 15% faster 🚀
  
• Optimized Caching: Intelligent caching means quicker load times for your visitors. ⚡️
  
• Effortless SSL: Easy generation of SSL certificates and auto renewal from CloudFlare ✅
  

🤔 How to switch?

• New domains: automatically added during the domain connect process.

Existing domains:

1. Navigate to settings -> Domains
2. Select the domain which is already connected to flash funnels/level0 and click "Remove"
   
3. Reconnect the same domain using the domain connect flow
   

Important note: Moving forward there won't be level0 or flash funnels to ensure a better experience.

Overview

🎉 We're thrilled to introduce Version History to Forms and Surveys! 🎉

This update gives you the tools to track changes to your forms and surveys, allowing more robust management of form and survey versions

👀 What's New?

💾 Automatic Version Creation: Every time you save changes in form or survey, a new version is automatically created

✅ Edit Tracking Simplified: Every edit is captured as a distinct version, allowing for detailed version tracking. Never worry about losing track of your edits!

⏳ Version Preview: Take a peek back in time! Preview any previous version of your form or survey directly within the builder. Click on the versions icon to see a list of all available versions, complete with timestamps and version numbers

↩️ Restore Previous Versions: Made a change you regret? Easily restore your form or survey to any previous version in a snap!

🕹️ Enhanced Version Management: Our improved interface makes navigating and comparing different versions a breeze, so you can choose the most appropriate version for your current needs.

Get ready for streamlined form and survey management! This feature gives you the power to confidently track your changes and always have the option to revert if needed.

What’s New? / Key Features / Benefits:

New filter: Template

• You will now be able to select a Template from the list of templates made by them in the Documents and Contracts section while configuring the workflow.
• This will enable you to configure different workflows for different templates

New filter: Recipient Type

• You will now be able to trigger a different workflow based on whether the document is being sent to the Recipient Contact or the Business User itself

New Status: Viewed

• You will now also be able to trigger different workflows based on the fact that the document has been viewed or not by the recipient

How to Use?

• Filter: Recipient Type, Template Type

Customize the filter based on Recipient Type and template type to have different workflows for different types.

• New Status: Viewed

Customize the workflow based on whether the recipient contact has viewed the document or not by configuring the status to viewed.

Why This Feature?

Why This Feature?

This helps to make the workflows for documents and contracts more powerful and increases the usability.

Overview

As most of our users my know, earlier this year My Solar Pro & Qualifye came together to create what's now known as The Pro Platform. We have been slowly rebranding all of our material and applications. Our goal is to make this transition without effecting any of our user's processes which we've done so far! The time has come to swap out our app's core domain!

Before

• Right now in order to access our app you login at https://app.qualifye.com. 

Going Forward

• Moving forward in order to access our desktop application you will need to login at https://app.myproplatform.com

What changes?

• Everything will remain the same as usual, if you currently have our old domain book marked we recommend swapping it out for our new domain for a seamless transition!

Overview

Now you can access the help center & changelog directly from the PRO mobile app!

How to access

In the mobile app, click the hamburger icon to view the side bar >> then click "help center"

Help on the go!

Now you can access help on the go and see system updates a much easier!

What's Next?

We will be adding the Installer network to the mobile app within the next week!

What's New:

We've implemented a subtle yet impactful improvement by displaying the phone number alongside each user, streamlining the configuration process within the IVR. This enhancement is designed to make the setup more intuitive and user-friendly, empowering our users with an enhanced level of control.

Impact

1. User-Friendly Configuration: Now, users can effortlessly configure the IVR with the phone number conveniently presented next to each user, ensuring a seamless and efficient experience.
2. Enhanced Visibility: The addition of phone numbers provides clear and concise information, allowing users to make informed decisions during IVR setup.

User Selection Optimization:

To further refine the user experience, we've disabled the selection of users who do not have an associated phone number in the Connect Call action. This ensures that the call forwarding process remains efficient and avoids any potential roadblocks that may arise in the absence of a phone number.