News & Updates

Innovating every single day to help you attract, engage, and serve your members

New Look for Custom Fields
April 2, 2026

Our development team has also refreshed the custom fields screen to make it simpler, more intuitive, and easier to work with day to day. While nothing about how fields function has changed, the updated interface makes it much faster to find what you need, stay organized, and manage your data with confidence.


You’ll notice a cleaner layout, easier switching between different areas like contacts and opportunities, helpful visual indicators for key fields, and even a live preview so you can see how things will appear before saving.


This new look can be especially helpful when your data is complex. It should now be even easier to keep your database clean, consistent, and aligned with how you actually use it, without the usual friction behind the scenes.

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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