News & Updates

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New Dashboard Filters
June 4, 2025

We've redesigned the filter experience to make it more powerful and intuitive.


Along with a new look, you’ll notice smarter behavior and more flexibility when setting conditions on your widgets.


What’s New?

  • Fresh UI: Sleek, modern layout with better use of space.
  • Nested Filter Groups: Create multiple filter groups using OR conditions.
  • Duplicate Filters Allowed: Previously, the same filter couldn't be used more than once — now it's possible through nested groups.
  • Smarter Warnings: Clear messages when filters are linked (e.g., pipeline and stage).
  • Chart Type Picker: Choose chart type right from widget settings.
  • Redesigned Sidebar: Slimmer layout gives more room for live dashboard preview.


Same Experience in Custom Reports : This new filter interface is also being rolled out to Custom Reports, so you get the same flexibility and improved UX across both widgets and reports.


May 17, 2026
We’ve added some fresh triggers and instructions to Conversation AI, which provides additional options for how the AI Knowledge Base gets used when interacting with contacts. You can now set up trigger conditions that reference the Knowledge Base to let the AI know when to use it based on certain situations. The AI can still use the Knowledge Base on its own, but it can also be directed by what you set up in the automations.
May 17, 2026
JourneyCARE now lets you make outbound voice calls using your current phone number. If you don’t have a JourneyCARE phone number, you’ll see an option to use your own when you try to use the dialer. Just enter your existing number in the dialer. You’ll need to confirm that you own the phone number by receiving a quick verification phone call, but then you can proceed to make your call. Note that the availability and volume of outbound calling depend on your JourneyCARE subscription.
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