What's New & Next: 2024-08-22

This week, Caz Lim shares a mix of newly available and upcoming improvements across Partner Center and Business App.

Business App

[APIs & Integrations] Integrate PetExec, Paw Partner, Jobber, Housecall Pro, and PawLoyalty with Business App. Sync CRM data, automate review requesting, centralize communication, and much more.
Est. early September 2024
[APIs & Integrations] Manage all Business App integrations from one place with all integrations on the old Connections page merged to the new Integrations page.
[Automations] Group and save Automation actions into sets to declutter workflows, and provide your teams with pre-made, clearly defined building blocks they can easily use to create the automations they need to do their best work.
Est. early October 2024
[Campaigns Pro] Send SMS campaigns from Campaigns Pro. Build multi-step, mixed campaigns including email
and
SMS to optimize reach when welcoming new customers, looking to boost sales with a promotion, or building anticipation for a new product or upcoming event.
Est. late August 2024
[Campaigns Pro] An email address or phone number will be mandatory for recipients depending on a campaign step’s delivery method of email or SMS, respectively. To ensure delivery of email and SMS campaigns, make sure your Contacts have both email and phone details on record in your CRM.
[Campaigns Pro] Preview sender name and email before sending email campaigns.
Est. late August 2024
[CRM] Create dynamic and static Company and Contact lists in your CRM. Build lists based on certain criteria to facilitate targeted outreach, perform bulk actions, and automate workflows to trigger the right follow-ups and actions.
Est. TBD
[Inbox] Customize the behavior of AI Web Chat to make it a true assistant and ambassador of a brand.
NOW AVAILABLE

Provide Additional Instructions to inform the flow of conversation the AI Web Chat will have with each lead, with details on:

What tone and personality to converse in.
What language to use, including localized spelling.
Which qualifying questions to ask.
When to refer leads to a certain link.
Which contact details to collect, and in what order.

We recommend using markdown format when entering instructions, with clear headers to help the AI understand how you would like it to use the information provided.

[Inbox] Personalize AI Web Chat with a custom name and avatar.
NOW AVAILABLE
[Inbox] Capture more Contact fields from AI Web Chat conversations.
NOW AVAILABLE

Fields that will auto-populate on the Contact's record in the CRM include:

First name
Last name
Phone number
Email address
Street address - new
City - new
State/Province - new
Zip/Postal code - new
Country - new

[Opportunities & Pipeline] Offer Opportunity and Sales Pipeline Management in Business App.
Est. late September 2024

Platform

[Automations] Group and save Automation actions into sets to declutter workflows, and provide your teams with pre-made, clearly defined building blocks they can easily use to create the automations they need to do their best work.
Est. early October 2024
[Campaigns] Preview sender name and email before sending email campaigns.
Est. late August 2024
[CRM] Create dynamic and static Company and Contact lists in your CRM. Build lists based on certain criteria to facilitate targeted outreach, perform bulk actions, and automate workflows to trigger the right follow-ups and actions.
Est. late September 2024
[Inbox] Customize the behavior of AI Web Chat to make it a true assistant and ambassador of a brand.
See more details above in Business App section.

NOW AVAILABLE
[Inbox] Personalize AI Web Chat with a custom name and avatar.
NOW AVAILABLE
[Inbox] Capture more Contact fields from web chat leads.
See more details above in Business App section.

NOW AVAILABLE
[Inbox] Communicate via SMS through Inbox in Partner Center.
Est. late 2024

Products

[Local SEO] Help your local business clients understand the impact their SEO efforts are having across all of their locations with keyword reporting in multi-location Business App.
Est. Fall 2024

Trusted Testers wanted for keyword reporting in multi-location Business App! If you have multi-location clients and are interested in getting access early and providing feedback, reach out to your Account Manager.

[Marketing Services] Sell Social Media Management Standard to help your clients manage their social media presence, with extra content and custom graphics, extended reach, and more.
NOW AVAILABLE
in Marketplace
[Marketing Services] Sell Review Responses Standard to ensure every review gets a response.
NOW AVAILABLE
in Marketplace
[Marketing Services] Sell more services and deliver more value with our August Heat promotion. For every templated website you purchase, you’ll receive three months of search engine optimization services PLUS a second, templated website—absolutely free!
For more information, check out our product pages in the Marketplace or reach out to your Account Manager.