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.

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.

This update makes it easier to use Facebook and understand the context of your messages. You’ll find it easier to search for Facebook Pages and Ad Accounts, and now you can even see ad images in Click-to-Messenger flows. Plus, setting up ads is quicker, and you’ll get better insights into how your ads are performing.

We’ve made the drag-and-drop experience in the Forms, Surveys, and Quizzes builder even better! Now, when you drag elements, they’ll have a gray shadow to give you a clearer idea of where they’re going. Plus, the drag-and-drop is smoother, and long forms will automatically scroll as you move things around. Just drag the elements in the Form, Survey, or Quiz Builder to move them to your desired spot.

Instagram Post Sync automatically brings your past posts into Social Planner, so you can easily manage your content and get daily insights without having to recreate everything manually or switch tools. It gives you a complete picture of your Instagram presence in one place. This feature is currently in Beta and only syncs posts from the last 30 days. By centralizing content management, you’ll find your reporting becomes more accurate and you’ll save time by not having to do it all yourself.

Courses Builder has a cool new feature that lets you bring content from your old courses into new ones! This makes creating courses easier because you can use content you’ve already made. You can import individual lessons, whole modules, or even entire courses, which keeps everything the same and saves you from having to do it all over again. Once you import something, it’s right there in your new course, ready for you to tweak and make it your own.

We’ve added two new safeguards to the Contact Tag trigger to help you avoid some common setup errors. The retroactive enrollment info banner will explain how the trigger works, and the no filters warning will let you know about the possible unexpected workflow changes.

The field picker has been updated, and we’ve added If/Else actions to help you discover fields and enhance your selection journey. Now, you can search for fields within nested folders, move around more freely, and enjoy a more consistent experience across the platform. When you search for a field, matching results can now appear even if that field is located inside a folder or subfolder.

Those of you who are using JourneyCARE’s Course feature will notice that the screens where you update your Course settings are cleaner and more modern. From setting up custom domains to managing branding elements like logos and favicons, the workflow is now much more streamlined. The addition of built-in image cropping tools also makes it easier to keep your learning environment polished and consistent with your organization’s brand.

Great news! You can now customize your contact page in the labs for everyone. This means you can design your contact detail page in any way you like, including making it look different from different angles, giving certain people or groups access to specific views, and setting up modules as tabs or dropdowns.

A client had just mentioned how she wished that she could have additional levels of folders in Email Templates to help keep things organized… and the very next day, that exact feature was released! You’ll now notice that you can have folders AND subfolders for Campaigns, Templates, and Sequences, making it easier to structure everything in a way that actually fits how your team works. This makes a big difference as your content grows. You can group related items, reduce clutter, and quickly find what you need without digging through long lists. It’s especially helpful for teams managing multiple clients or large volumes of campaigns, giving you a more scalable and consistent way to stay organized.

If you use “Drip Mode” in your automations to spread out the number of people who go through the workflow, you’ll now notice more information available to you before you publish. You can see exactly how your schedule will run with a live preview that shows when each batch will be sent and alerts you to any timing conflicts. Behind the scenes, the updates also make drip behavior more predictable. Changes to settings are clearly explained, queued contacts won’t unexpectedly send all at once, and workflows will pause and resume properly without disrupting your pacing. Overall, this gives you much more confidence in how your drip campaigns will perform, without the guesswork.

You now have much more control over how tasks are scheduled inside workflows. Due dates can be set using days, weeks, months, or years, with the option to add a specific time and preview exactly when the task will be due before saving it. Task details are also easier to work with. Descriptions now support rich text formatting, making it simpler to create clear, detailed instructions. Altogether, this update makes it easier to plan follow-ups and assign tasks that are precise, organized, and easier for your team to act on.

Events inside Communities now give you much more flexibility in how you host and deliver live sessions. You can run events directly within the platform using a built-in Live Room, or continue using tools like Zoom, Google Meet, or any custom link, all from a single setup. When you create an event, the meeting experience is automatically built in, making it easy for attendees to join without confusion. Whether they’re on desktop or mobile, everything is streamlined into one consistent, easy-to-access experience.

Getting internal approval on social posts no longer needs to slow things down. You can now send a secure magic link that lets approvers review, approve, reject, or reschedule posts without logging in. Everything is presented in one place, including full post previews and the ability to leave notes, so feedback is clear and easy to act on. Links are secure, time-limited, and easy to manage, with options to track status, regenerate access, or revoke links as needed. It’s a much smoother way to handle approvals without the usual back-and-forth.

The Conversations inbox has been updated to make everyday tasks faster and less frustrating. Bulk actions are now easier to manage, with selections staying in place as you review conversations, so you don’t have to keep reselecting messages while working through your inbox. Internal comments are also much quicker to access. Instead of switching between channels, you can now leave a comment or reply to a customer directly from the same composer. It’s a smoother workflow that makes team collaboration feel more natural and efficient.

Packing slips now include two small but important details that make order fulfillment much smoother. Customer order notes are displayed directly on the packing slip, so any special instructions are easy to see, and each item now includes its SKU for clearer product identification. These updates help reduce confusion, improve accuracy, and make it easier for fulfillment teams to process orders without needing to double-check details in multiple places.

Social Planner analytics have also been made more flexible. Instead of being limited to a fixed timeframe, you can now view performance across any custom date range and compare it to a previous period, making it easier to understand trends and campaign results. Your key metrics and charts update instantly based on the timeframe you choose, and the system automatically adjusts how data is displayed for clarity. This makes it simpler to analyze growth, spot patterns, and pull together meaningful insights without needing to export data or rely on outside tools.

You can now quickly find and update specific elements inside a workflow without digging through every step. The new Find & Replace feature lets you search for tags, custom values, or text and jump directly to where they’re used, making large workflows much easier to navigate. When updates are needed, you can replace tags or custom values either one at a time or across the entire workflow in just a few clicks. It’s a simple way to save time, reduce errors, and keep workflows consistent, especially when making changes in multiple places.

The Advanced Builder just got a round of small updates that make it feel smoother and more intuitive to use day to day. You’ll notice a cleaner starting screen when creating workflows, along with improved visual feedback as you click around the canvas. Stats mode is now much easier to work with. You can turn it on while editing, not just in read-only view, and your preference will stay saved when you come back later. The layout also adjusts automatically when stats are visible, so everything stays organized and easy to read without overlapping elements.

If you’re using JourneyCARE’s built-in contracts feature, you can now collect and securely store card details as part of the document. Simply place the new “Card Details” field where you wish for the information to be captured. Once added, the card is securely saved and can be used later for issuing payments on invoices, subscriptions, or follow-up charges. This currently works with Stripe, Authorize.net, NMI, and Square. It will NOT work for PayPal or custom payment providers.

Occasionally, the team would get questions about whether “chat” could simply appear embedded on a web page instead of requiring a floating chat bubble in the corner. That wasn’t possible before, but it is now! This means you can now place chat alongside key moments such as calls-to-action, forms, or pricing sections, creating a more natural, integrated experience for your visitors. The embedded chat adapts to your layout and works seamlessly across desktop and mobile, so it feels like part of your site rather than an overlay. We made this change because we recognize that placement matters for engagement. By positioning chat exactly where your members or other website visitors are making decisions, you can increase conversations, reduce friction, and create a more intentional path to conversion.

When merging contacts, users were sometimes surprised that documents like contracts didn’t carry over to the primary contact. With this latest update to the Merge capability, that will no longer happen. Now, when two contacts are merged, any documents associated with the contacts will transfer over to the primary record. This means that everything stays intact without needing to track down files or re-upload anything after the merge.

The Gift Card feature that rolled out right before the holidays has graduated out of Labs and is now available in all accounts. This allows you to create, sell, send, and redeem gift cards directly within JourneyCARE with no third-party e-commerce systems required. Cards can be used for invoices, forms, and store orders. You can use gift cards in a traditional way - for gifts - or issue them directly to people for special promotions, refunds, or member appreciation. You can customize denominations, branding, delivery timing, and even track balances and usage. I think you’re going to love how this opens up new opportunities for revenue and engagement. Whether you’re offering gift memberships, event credits, or promotional incentives, gift cards make it easy to deliver value while keeping everything centralized and easy to manage.

As you’re likely aware, we’ve had AI CARE Assistants available for a while, with interaction possible via Website chat or a Voice phone call. Now, we’ve added the ability for the AI Assistant to respond to emails. When an email comes in, Conversation AI can read the message, understand the context (including past conversations and contact details), and send a thoughtful response automatically—all while preserving proper email formatting like subject lines and threading. You can even control how those responses look, from simple plain text to fully designed templates. Email is still one of the primary ways members and prospects reach out. This update helps you respond faster, stay consistent across channels, and reduce the manual back-and-forth without sacrificing a personalized experience.

Keeping your forms visually consistent just got a whole lot easier. You can now access your Brand Board colors directly within the Builder’s color picker - no more copying and pasting hex codes. When styling elements like buttons, inputs, or labels, you’ll see your saved brand colors right alongside default and custom options. You can also add or manage colors on the fly by jumping into Brand Settings without leaving your workflow. This update speeds up design work, reduces inconsistencies, and makes it much easier for multiple team members to create polished, cohesive experiences across your site and forms.

Personally, I am not a TikTok’er, but a lot of organizations out there are using it for audience building. If your organization is one of them, staying on top of comments just got easier! You can now view and reply to TikTok comments directly inside Social Planner, alongside your other social channels. The TikTok comments flow into the same Comment Management inbox, so your team can respond quickly, stay organized, and keep conversations consistent across platforms. You can even reply within threaded conversations (one level deep), making it easier to manage ongoing engagement. This means that there’s no more jumping between platforms to keep up with comments. This update helps you respond faster, maintain a consistent voice, and manage all your social engagement in one place, especially helpful as TikTok continues to grow as a member engagement channel.

Did you know that JourneyCARE lets you easily track sales opportunities, such as potential Conference Sponsors or Corporate Partnerships? You’ll find it under “Opportunities” in the left navigation. If you don’t see it, you may need to toggle the feature on in your User permissions in the Settings. It’s worth checking out! The latest update to this feature is aimed at making it even more intuitive and visual. You can create new pipelines differently from a dropdown menu, and you can apply colors to the stages, making it even easier to see what’s happening at a glance.

Forms, surveys, and quizzes now connect directly to the Media Center, giving you a single, consistent place to find, upload, and reuse your images. Simply browse existing assets or add new ones right from wherever you’re working. This updated experience is available in places like image upload fields, rich text editors, quiz results, and even QR codes. Why this matters: It saves time, reduces duplicate uploads, and makes it much easier to keep your visuals consistent across your organization. If you work in forms a lot and find yourself uploading the same logo or graphic repeatedly for different forms, this update is going to feel like a breath of fresh air!