Release Date: 06/13/23: 

CX Manager

• We enhanced our application cache to improve overall load times.
• When a screen reader is focused on the phone case button, it will now announce it as the current phone case button.

Knowledge

• We updated the View Articles and Labels permission so Users in a role with that permission enabled are able to view all published Articles in their organization and not just Public articles.
• We updated the Clear Filters button in Knowledge Home so it will now be disabled if no filters are applied. 
• We updated the way Search Terms work in Knowledge so you can add phrases to Search Terms. If you add a phrase as a Search Term, the Article it was added to will only show up in the results if the entire phrase is searched for.  
• We added a feature that allows you to show or hide Sections on your external Knowledge Library homepage based on whether or not Users are logged in. Checking the Internal box next to a section will only display that Section and the Labels it contains when Users are logged in. Leaving it unchecked will show the Section and Labels regardless of whether Users are logged in or not. 
• We updated the behavior of inserting an Article as a link so the link stays in line with the rest of the text and does not break to a new line.
• We updated the default URL when you clone an Article. Instead of using the backend ID of the article, the default URL will now be the title of the Article with "-CLONE" added to the end of it. 
• We fixed a bug where you needed to refresh the page after performing certain bulk actions in Knowledge Home. 
• We fixed a bug where the Save button was disabled in the Article editor after pasting an image. 
• We fixed a bug where new Labels were not immediately showing up as available when editing or creating new Articles.
• We added the Session Timeout Warning modal to the External Knowledge Library so if you are logged in and your organization is set up to log you out after a specified idle time, you will now see the same modal you see in the platform.
• We updated the styling of the Session Timeout Warning modal to be ADA-compliant. 
• We fixed a bug where the toolbar that appears in the editor when you select an image, video, etc, disappears when you scroll. 
• We improved the behavior of removing a Label avatar. If you have any Labels on your home page that do not have custom avatars or had their custom avatars removed, only the label text will be displayed. We also updated the Edit Label modal to streamline the workflow of changing Label avatars so you can just select the image you want rather than having to first click Browse, then Upload. 
• We made updates to the content of an Article when in the view state for ADA compliance. The Article now has an accessible name, paragraph styling now matches the editor and external library, and all interactive content is reachable and operable by keyboard. 
• We removed the search bar at the bottom of the Articles list in Knowledge Home since we already have a search bar in the header.

Integrations & APIs

We added new API v3 endpoints to allow a user to create webhooks via APIs.

Messenger

We fixed a bug where disabling and re-enabling a Messenger (Web Connect) channel would remove any configured Availability settings. 

Virtual Assistants

We fixed the issue on Virtual Assistants which was causing Training Failure for some of the entity types.

Reporting & Dashboards

• We fixed an issue with Reports where exporting and downloading reports were empty when built with custom fields.
• We added user email, first name, and last name as part of reporting fields on our dashboards.

Release Date: 2/10/23

CX Manager

Cases

• Fixed an issue where the conditional logic on the Case Layout was not working when setting a field to show when X is not Empty
• Fixed an issue where the Location Name was missing from the Location overlay on the Case screen
• Fixed an issue where if an organization has Custom Ecosystem Fields in their Case layout, users in their ecosystem but outside of their organization could not see these fields when they are creating a new Case
• Updated the tab name from Integrations to Connectors on the Solutions panel of a Case

Communications

• Fixed an issue where users would see a message with a snippet of code in the communications panel when a customer clicked End Chat in Messenger

Knowledge

• Fixed an issue where the page would sometimes fail to load when creating a new Article while actively editing another Article

Virtual Assistants

Virtual Assistant Connectors

We made the Virtual Assistants more actionable by adding the ability to capture and send user data through connectors/API integrations during conversations. Users can add connector actions on their Virtual Assistant flows to send data from conversations to third-party connectors. As part of the first release, we are launching lead generation on Salesforce through these conversations. With connector actions, the Virtual Assistants can now act as a single access point connecting different services internally and externally.

• Added a Connectors Icon on the Virtual Assistant Builder Canvas to add and connect connector actions on Flows. Supported connectors that are integrated and authenticated on OvationCXM platform will be available for the users to choose from the connector list.
• Added functionality to directly create a new lead on Salesforce from the Virtual Assistant conversations. Available for organizations having Salesforce connector pre-authenticated and integrated on their OvationCXM platform.
• Added ability for users to map entities/customers/locations/cases/manual input to the following fields (Channel, Name, ,Email Address, Phone Number) for "Create a new Lead" action with Salesforce connector
• Added the ability to display the required and optional fields that can be sent to perform the selected action from the selected connector. Users can map entities, locations, cases or customers to these field or can add a static manual input
• Added the connector fields to the reporting data for Virtual Assistant analytics
• Added the functionality to test a connection while "Create a new Lead" on Salesforce as action for a Virtual Assistant flow. Test Connection button will create a dummy lead object with dummy values on Salesforce for users to verify the connection link and field-object mapping.

Additional Updates

• Fixed an issue that prevented Virtual Assistant from getting initialized and responding to the messages coming from the SMS channel
• Added Sentiment Analysis as part of Virtual Assistant Analytics. Virtual Assistants will be able to classify user responses into the following sentiments: Positive, Neutral, Negative.

Reporting & Dashboards

• Fixed an issue where the MID field wasn't being updated on report data after being updated from its original value

Admin & Settings

• Fixed a bug where changing information on a Team in the Platform would remove that team from any Custom Alert Templates previously used by that Team
• Fixed an issue where the link sent within the password reset emails was not always working

Release Date: 11/22/22: 

URL Update [Action Required]

With this release, we are beginning to deprecate the app-new.goboomtown.com URL. All users that log into app-new.goboomtown.com will be automatically redirected to the domain app.goboomtown.com. This does not impact the application or user experience with this change.

Action: Please update your bookmarks to point to https://app.goboomtown.com so that when we do completely shut down app-new.goboomtown.com in the future you will not be impacted.

CX Manager

• Updated the new Cases screens for Service Providers to show the custom Case layout for the Sponsor Organization rather than the Owner Organization
• Fixed a bug on the new Cases screen where reopening a Case was showing a Reassigned Event instead of a Reopened Event
• Fixed a bug on the new Cases screen where resolving a Case and clicking cancel kept the Case as Resolved

Knowledge

We are beginning to roll out a beta version of our new revamped Article Editor. We will be posting the release notes shortly, but if you would like early access to the new editor, email us at product@ovationcxm.com.

Integrations & APIs

Salesforce Connector

We fixed a bug where Contacts were sometimes getting duplicated when syncing from Salesforce to CXMEngine.

APIs

• We updated our Phone APIs to include the Sponsor DID field as a parameter to allow teams to easily create Phone Cases with cross-organization visibility
• Fixed a bug where the phone APIs were matching on soft deleted Customer records instead of only matching on non-deleted records
• Fixed an bug where Cases created via our Phone APIs would sometimes create a new Contact for an existing Customer they matched on instead of matching to an existing Contact with the same number

Messenger (FKA Webchat)

We are beginning to roll out our new Messenger product, which is an updated version of Webchat. We will be posting the Messenger release notes shortly but if you would like to get early acccess, please contact us at product@ovationcxm.com. 

Virtual Assistants

• Added a Sentiment Analysis model in Bots predict method for detecting and classifying user responses into three different emotions (Negative, Neutral and Positive)
• Added Sentiment Analysis model logs so users can see the prediction of sentiment analysis model (Negative, Neutral or Positive) under the Bots Logs
• Updated how our Virtual Assistants join conversations to make the experience faster and more reliable

Reporting & Dashboards

We updated the Status field on Case Reports to include the Ready and Waiting statuses so you can now filter by Ready and Waiting without needing to use the second Waiting Status field.

Admin & Settings

We extended our default data purge timeline to 3 years and we are working on adding custom timeline configuration capabilities for each organization.

Release Date: 10/25/22: 

CX Manager

• Fixed a bug where uploading two files in a row on a Case without any existing files sometimes caused the Files tab to disappear
• Updated the Case Management flow to default the value for the Select Survey field when an Organization only has one Customer Acceptance Form configured

Knowledge

• Fixed a bug where some organizations were not seeing Articles in their primary Library list
• Fixed a bug where Users were taken to the view state of a Draft instead of the edit state after they created a new Article

Virtual Assistants

• Added a text wrapping feature on Message Nodes, which makes it easier to read the whole text when building Flows
• Increased the max width of the Message node so that it can better scale with the canvas size
• Added new pretrained Types under the Entity section. Now users can create Entities with these additional Types: Locations, Business Name, Person Name, Money, Date, Time and Quantity to increase the quality of our NLP models
• Made the global triggering phrases visible for default system intents like "anger", "confused", etc.
• Added notes field to all Node components, giving users the option to add and track their notes for each component
• Added instructions under Triggering Phrases. The instructions provide directions on the least amount of phrases variations needed for model training to achieve better results
• Fixed a bug where User Response Nodes were expanding past the Message Node region on the canvas UI
• Fixed a bug in the If branch node where the text field to match the previous user input was missing
• Fixed an issue where sort option under the column headers was not working for the Intents and Entities section

Reporting & Dashboards

General

• We reduced the time it takes to load Report previews and export Report data to Excel

Cases Reports

• Added Escalation Notes as an available Column and Filter on Cases Reports
• Added a new column to the Case Table View to now show the Customer Location ID associated with a Case. We also added the Customer Location ID as a field available when you use the Export to Excel functionality from a Cases View.
• Fixed an issue that was preventing the Category field from working as a Filter on Cases Reports
• Fixed an issue where filtering by a picklist value that is the default value for a field does not include results using the default value'
• Updated the Column & Filter for the Waiting Status field, which shows if the Case is in a Ready or Waiting status

Knowledge Reports

• Dynamic Knowledge Report
  • Added the ability to report on Label Names in addition to Label IDs
  • Renamed the field 'Comment Cnt' to '# of Comments'
  • Renamed the field 'Note Cnt' to '# of Notes'
• KBs Created Report
  • Removed the KB ID and KB Root ID fields
  • Updated the following field names
    • 'KB Title' > 'Article Title' 
    • 'KB Root Title' to 'Library Name'
  • Added an additional column to detail what was changed for each row
• KB Activity Report
  • Removed the KB ID and KB Root ID fields
  • Updated the following field names:
    • 'KB Title' > 'Article Title' 
    • 'KB Short Name' > 'Article URL'
    • KB Root Title > Library Name
    • KB Views > Article Views
    • KB Views Per-Org > Article Views Per-Org

Form Reports

• Fixed a bug where the values on exported Form Reports did not always align with with the proper header

Release Date: 10/11/22: 

Updates

We updated the Sort Order of Cases on My Work based on your feedback to make it easier to find the best Cases to work on next. 

Previously Cases were sorted by Created Date with the newest at the top. This causesd the lists to get stale quickly and also made it harder to find the Cases that haven't been touched in the longest period of time (i.e. need the most attention). Here is the new sort order:

• Active Chats - Sorted by Last Updated Date, Oldest First
• Next Unassigned - Sorted by Last Updated Date, Oldest First
• Ready to Solve - Sorted by Last Updated Date, Oldest First
• Waiting for Updates - Sorted by Last Updated Date, Oldest First
• Solved Today - Sorted by Last Updated Date, Most Recently Updated First
• Open Cases I'm Following - Sorted by Last Updated Date, Most Recently Updated First

Bug Fixes

• We fixed an issue where the Mentions tab was accidentally showing on My Work and Cases screens for users. This is a feature that we will release in the near future.
• We fixed an issue where the Case Unique ID was being incorrectly truncated in Dashboards

Release Date: 10/06/22: 

CX Manager

Communications

• Fixed a bug where circumflex accents were sometimes showing in the email threads in the Communication Panel of Cases and in outbound emails.

Cases

• Updated the Cases Views picklist to allow for more than 25 Case Views
• We added file preview to uploaded files on the Platform. This will allow users to be able to preview the contents of a file before downloading the file to their computer (note: this is only available on the new Case screens that are currently in beta)
• We added the ability to filter the Events that show in Panel 2 of a Case by the type of Event (Note: this is only available on the new Case screens that are currently in beta). You can apply one or more filter(s) to narrow the Events of a Case to just the events you're interested in seeing. For example, you can filter to only see Notes that were added and when the Owner of the Case changed. This will allow users the ability to reduce the noise of the Case Events and focus on the events they care about.
• The Display Only Resolved Date/Time field that shows the date and time that a Case was resolved is now part of the default Case layout in the Resolution block

My Work

• We improved the load time of the My Work screen so it now loads faster
• We fixed a bug that periodically caused the Insights counts to be incorrect on My Work

Automations

• We fixed an issue that prevented some users from creating new or editing existing Automations

Knowledge

• We fixed an issue where users using SSO for the external Knowledge Library were sometimes incorrectly routed to the wrong external Knowledge URL when multiple Libraries existed

Integrations & APIs

• We fixed an issue in API v3 where Contacts would be improperly matched on partial first name or last name matches rather than the requirement of a full name to match

Virtual Assistants

• You can now click on the main section in the left navigation bar to bring you back to that list
• We added an “Expected Performance" section to the Review Deployment page to offer more insights into Bot Performance before deploying a Draft Virtual Assistant to Production
• We have added three additional settings for users to better configure their global fallback and article search flows. Now users can set the maximum number of articles that should be returned on search. Users can also tweak their global fallback flow triggers by customizing the fallback thresholds and matching values, giving them the ability to customize the fallbacks from bot conversations according to their specific use-case.
• We updated our Flow criteria so if an Entity exists as a Message Response, only Any Response and No Response responses should be permitted

Reporting & Dashboards

Columns & Filters

• Added a new column option for Notes on the Cases Report. This will allow you to add a list of all Notes added to each Case along with who added the Note and when. You will also be able to filter Case Reports by Notes.
• Added two new column options for File Names and File Details on the Cases Report. File Names will allow you to add a list of the names of all Files added to each Case. File Details will have additional information including who added the file and when along with a URL to access that file. You will also be able to filter Case Reports by Files.
• We added the ability for users to Filter Case Reports by Tags
• We added Product ID as an available column on the Products Report
• We fixed an issue where adding a Filter for Category on the Cases Report would not display the proper picklist of Category options
• We fixed an issue where Cases Reports using the "Escalation Reason" column displayed the Escalation Reason ID instead of the text label
• We fixed an issue with the Cases Report where the filter for 'Escalated' Cases did not properly filter the results
• We fixed an issue where Filters would display the field's value ID rather than the text label in the Filters list
• We fixed an issue where the start date and end date were not properly functioning for the Standard Forms Report
• Note there are a few fields under Report Filters that still function but don't show up under Filters options now. These are: Case Tyle, Source, Resolution, Category, and Customer Segment. These will be added back in the next release.

Styling & Usability

• We updated the styling of the Report Name and Records Count at the top of a Report
• We added a scroll bar on the Filters tab so you can now access all Filters on a Report that has enough filters to push the list past the bottom of the screen
• We added a scroll bar on the Folders section of the Reports homepage so can now add more folders and scroll to see them all

Deprecated Data

• We removed a number of field options from the Cases Report that are deprecated fields such as Cases Source Data (different than Source) and HP Checkout fields
• We removed one of the duplicate Priority fields from Columns and Filters on the Cases Report that showed a numeric value rather than the Priority string value (e.g. Low, Medium, High)
• We removed one of the duplicate Waiting Reason columns from the Cases Report that displayed the Reason ID rather than the text string

Admin & Settings

• We fixed an issue where Users were unable to access Journeys on page 2 of their list of Journeys
• We fixed an issue where certain fields were unable to be re-added to a Layout once they were removed from that layout
• Fixed a bug where Users were still able to edit other User profiles if they had the Manage Users permission disabled

Hello, OvationCXM world!

We are happy to announce to you our Analytics Platform for Virtual Assistants. Now it is easier to understand and evaluate your Virtual Assistant's users, usage, and performance with our interactive dashboard that comes with a whole lot of valuable visual insights.

Aim:

To help you better understand how your Virtual Assistants are performing, whether the conversation flows are working as intended and which ones need improvement.

Analytics available now:

Usage Analytics:

• Added the Charts on Assistant Hit-Rates and Resolutions-Statuses to provide insights on how the assistant is handling the conversations.
  • The charts will show the proportion of the reasons responsible for hits and misses on the assistant.
  • It will also drill down to present the resolution status of the issues handled by the assistant.
• Added the Idle Misses and Response Misses tables to drill down on exact user messages, assistant responses, and associated flow to understand where Idle misses or response misses are happening.

User Analytics:

• Added the Number of Users graphs to show the number of existing and new users who accessed your assistant.
• Added the Returning Users graphs to show how much percentage of previous users returned on that day to your assistant.
• Added the Retention Matrix to better understand the user behavior and present the pattern of how many prior users are returning for the following 12 days.

Conversation Analytics:

• Added the Intents by the number of Utterances charts to present the intents that the user's messages matched most frequently.
• Added the Intents by the number of Conversations charts to show the intents that were involved in the most conversations.
• Added the Top Intents by High Confidence charts to provide insight into how confident your top-performing intents are at matching utterances. See which intents are the most confident.
• Added the Top Intents by Low Confidence charts to provide insight into the intents with the lowest confidence scores.

Training Analytics:

• Added the Stats Summary to provide the composition of keywords added and associated with each knowledge base, intent, entities, Q&As, and triggering phrases for training.
• Added the Performance Summary to better evaluate and understand the performance of intents during Model Training. 
  • The graphs and charts will provide insights on Accuracy, Precision, Recall, and F1 score for intent during the training, helping you understand which intents need improvement to better train the assistant.
  • The Insights will also drill down on true positives, true negatives, false positives, and false negatives to provide insights on what exactly needs improvement and how to improve those intents.
• Added the Training History graphs to present the performance history of each training of the assistant to help monitor the assistant's improvement/degradation over the course of different deployment iterations.
• Added the Confusion Matrix to report on the number of confusions occurring between every two intents. The higher the confusion number, the more likely they are overlapping; hence recommended to either modify or delete one of the confused intents.
• Added the Confusion Report on exactly which phrases in predicted intents are causing the overlap with actual intent to provide insights on which phrases for these intents need to be changed.

Rollout Plan:

We will be adding the Virtual Assistants Analytics Dashboard for partners with Virtual Assistants and Dashboards Access. Please email product@ovationcxm.com if you would like access to the Virtual Assistants Analytics Dashboard.

Release Date: 09/23/22: 

With this release you will notice a small branding update when you log in. You can read more about the rebrand here: https://www.ovationcxm.com/blog/boomtown-rebrands-to-ovationcxm 

CX Manager 

Cases

• Fixed a bug where the Resolution Date/Time field on a Case in edit mode was showing the Created date/time when the data was actually blank
• Fixed an issue where resolving a case in the same flow where you created the case didn't post a resolution event to the Case Event timeline
• Updated our standard Merchant ID (MID) field on Customer Locations to allow alphanumeric MIDs instead of only numeric MIDs
• Updated the Case Management flow to default the value for the Select Survey when an organization only has one Customer Acceptance form configured
• Added an error message to Cases when a User tries to add a form to a Case via the Actions > Add Form workflow and the form has no fields configured
• Fixed an issue where if the Owner User of a Case sent an inbound email to the case from their email client, they were removed as Owner User from the Case

Communications

• Fixed a bug where circumflex accents were sometimes showing in the email threads in the Communication Panel of Cases
• Added functionality to increase reliability of messaging workflows

Knowledge

• Clicking the Cancel button in an article will now ask you if you wish to discard the draft that gets created after clicking Edit on a Published article or ask if you wish to save your changes if you are in a saved draft
• Fixed a bug in the external Knowledge Library where the 'What's in this Article?' headers were not highlighting properly; they should now be highlighting in accordance with user click
• Fixed an issue where users would periodically not be able to edit an Article after it had been published

Journey Orchestration & Automations

• Fixed an issue where Users were unable to access more than 25 journeys in Settings

Integrations & APIs

APIs

• Fixed a bug on our customer/put API to only accept full matching on the MID field and not allow partial matches. 

Virtual Assistants 

• Updated the navigation within Bots so that clicking the main section menu in the left navigation now takes you back to the main list view for that section. For example, when you are in a specific Flow and you click on Flows on the left, you will go back to the list of all Flows.
• Fixed a bug where Training a Virtual Assistant failed when a Flow had a disconnected Start Node
• We will begin rolling out a new set of Bot Analytics, which we will cover in a separate post

Reporting & Dashboards

• Fixed a bug where the Knowledge Activities Report failed to run for certain organizations and date ranges
• Fixed a bug where the values of Form Reports were sometimes not matched to the correct header rows

Release Date: 07/05/22: 

CX Manager

Communications

• Fixed a bug where emails sent from the platform would display  symbols in the email threads
• Fixed a bug on Automation Engine that prevented emails from being sent to Customers and Users
• Updated how secure links open in the Platform so they open in a new tab instead of opening in the existing tab 

Cases

• Fixed a bug where Cases set to Waiting for a specific set of time were returning to Ready status early without any input or change on the Case
• Fixed a bug where users were not required to input a Waiting For reason when setting a Case to Waiting even though the field is marked as required
• Fixed a bug where setting a Case’s Resolution Status to Unresolved moved the Case directly to Closed instead of moving it to Resolved
• Fixed a bug where the timestamp on the Events panel of Cases would be slightly cut off on small monitors and/or 720p resolutions
• Fixed a bug where the type-to-search for Owner Users on Cases was not working when using the Assign a Case action
• Removed the Customer Name prefix from the top of the Customer Location panel to reduce confusion for Users
• Fixed a bug where clicking on a Case card in Global Search would sometimes not open the Case

Knowledge

• Fixed a bug in the external Knowledge Library where Labels and Sub-Labels were sometimes misaligned
• Fixed a bug where H2 headers in the Articles editor were not wrapping correctly
• Fixed a bug where the What's In this Article section could break in the modern theme and become un-scrollable and overlap with other elements on the Article
• Fixed a bug where the main Edit Toolbar in Articles would sometimes disappear when a sub-toolbar menu was expanded

Smart Buttons (Web & SDK)

• Added a feature to enforce a customer selection on the SDK configuration to make sure customer-dependent SDK workflows do not break at runtime
• Fixed a bug where changing the Route Issue To field on WebChat Configurations didn’t save consistently

Virtual Assistants

• Updated the Last Trained date/time format to make it easier to quickly read

Integrations & APIs

• Fixed a bug where Cases created through the Phone APIs were not always creating Cases attached to Customers that matched the phone number passed via the API but instead creating a dummy Customer in the platform

Reporting & Dashboards

• Fixed a bug where the Sponsor Org, Sponsor Team, and Owner User filters in the Reporting Engine were showing blank picklist options
• Fixed a bug where IDs (tag, label, etc.) were previously not rendering in the exported report

Release Date: 06/21/22

Knowledge

• Fixed a bug that prevented Knowledge Editors from nesting lists in Articles upon indenting
• Fixed a bug that prevented Editors from changing the formatting of ordered sublist without affecting the entire ordered list

Journey Orchestration

• Fixed a bug so when you select an Alert Template under Send Email to Customer in the Automation Engine, it now saves the correct template and will send it to the Customer when the Automation runs

Smart Buttons (Web & SDK)

• We released new versions of all SDKs and mobile applications that have enhanced chat performance and reliability

Virtual Assistants

• Made some UI change to builder Nodes, giving them rounded corners as well as updated styling for the Start and End Nodes
• Made further UI changes to User Response Nodes, ensuring that the grey background is full width of the Bot Message node
• Updated the outline color of Nodes and the connector lines on button click

Reporting & Dashboards

• Fixed a bug where filtering a report by the "Resolved" or "Created" field included a non-optional time stamp. The timestamp is now optional with these filters.

Admin & Settings

• Fixed a bug where the Unsecure File Types field in Settings was not allowing Unsecure Files of the types specified to show in the Platform