The AI-powered business operating system for local service businesses

Bulk feature controls

Turn features on or off across many business accounts at once from the accounts list.

Point AI Studio at files and skills faster

Reference a project file with @ in Code view, or start a built-in skill with / in Builder. A file reference names the file and does not pin its contents into context.

Published November 13, 2026

Split contacts evenly or by weight in workflows

The Split action now supports Even split and Weighted split alongside Random split. Enter whole-number percentages that total 100% for a weighted split, and use Reset test to change a locked split's settings.

Published November 13, 2026

Connect your domain before you publish

Connect your own domain to an AI Studio project before its first publish, so you can set up the site address as part of your launch.

Published November 11, 2026

Check for similar companies before creating one

See possible matches while adding a company, so your team can check for an existing record before creating another one.

Published November 10, 2026

Clean up workflows and empty folders

Review default-named workflows, inactive workflows and empty folders in Workflow Maps so your automations stay easier to manage.

Published November 10, 2026

More flexible custom object fields and records

Rename a custom object's display field, copy internal names and open uploaded documents from the record list to keep your data easier to work with.

Published November 10, 2026

WhatsApp replies now follow the selected workflow branch

WhatsApp button and list replies now continue through the branch a customer selects, including replies with personalized labels.

Published November 10, 2026

Clearer association labels on records

See each association label's paired label and let eligible admins start creating a missing label from the record picker.

Published November 10, 2026

Add a WhatsApp typing indicator to workflows

Add a typing indicator before a WhatsApp workflow reply so customers can see when their message is being handled.

Published November 10, 2026

Keep WhatsApp workflow messages up to date

Updates to WhatsApp templates and snippets can now carry into workflow messages, helping your automations use current wording.

Published November 9, 2026

Customize community levels and points

Set custom community levels and choose how members earn points for posts, participation, reactions received and course completion. Shape rewards around the activity that matters to your business.

Published November 9, 2026

Welcome new community members automatically

Send new community members a personalized welcome message and guide their first steps with a configurable checklist. Help members find useful ways to get involved from the start.

Published November 9, 2026

Explore workflow activity with AI analytics

Use Workflow AI to review a contact's path, compare workflows and versions, and export an analysis when your team needs a closer look at automation activity.

Published November 9, 2026

New templates for local business marketing

Start with new templates for a website, survey, social ads, workflow follow-up and reporting, then customize the content for your services and customers.

Published November 7, 2026

Connect a Conversation AI agent to live chat

Connect an existing Conversation AI agent to your AI Studio site's live chat widget from site settings. Review the connected agent and its tag conditions, or update the connection as your needs change.

Published November 6, 2026

Add more products to AI Studio sites

Add more than 100 store products to your AI Studio site, select a page of products at once and search your added products to manage a larger catalog. With checkout set to All products, buyers are offered only the first 100 products.

Published November 6, 2026

Updated time zones for Canada and Morocco

Updated time zone options help keep appointments and notifications aligned with local time in British Columbia, Alberta, Manitoba and Morocco. Choose the matching regional time zone in your settings.

Published November 6, 2026

Guide quiz respondents to a relevant next step

Send people to different service pages or resources based on their quiz answers or scores. Set redirect rules using overall scores, category scores or the highest and lowest scoring categories to help visitors find a useful next step.

Published November 2, 2026

Build campaigns with new survey and ad templates

Start with one new survey template and 7 new ad templates for Facebook and Google. Customize the wording and design for your services, with options covering automotive, medical and other business categories.

Published October 31, 2026

Book services from your client portal

Let customers discover and book your services in the new client portal (built on Labs), with their details filled in. They can view meetings and service appointments together and reschedule or cancel eligible bookings based on your settings.

Published October 29, 2026

Customize and export your calendar view

Adjust your calendar timezone, grid intervals, buffer display and working-hour shading in one settings panel. Admins can choose staff colors, and you can export the current filtered view as a PDF or CSV.

Published October 29, 2026

Run every matching workflow branch

Use the Router action to send a contact through every matching branch in the order you choose. Notify each relevant service team from one request, with options for custom rules, always-run steps and a fallback.

Published October 29, 2026

Repeat workflow steps for each list item

Use the Loop action to repeat steps for each item in a list or each number in a range. Create a task or opportunity for every requested service, then review the results for each iteration.

Published October 29, 2026

Create QR codes for website pages

Create and customize a QR code from a website page, or choose a website and page in the QR builder. Download it for signs, cards or printed materials and check scans after updating the linked page.

Published October 28, 2026

Resize your conversation panels

Drag panel dividers to give more space to the conversation list, message thread or customer details. Your selected widths are saved for the next time you open the inbox.

Published October 28, 2026

Verify email addresses during contact import

Choose email verification when importing contacts and track progress in bulk actions. Filter contacts by verification status and create saved lists to review valid and invalid addresses before sending.

Published October 27, 2026

Compare workflow paths with A/B tests

Split contacts evenly across two to ten workflow paths, choose a conversion goal and set an end condition. Review results, then route new contacts to the winning path or keep splitting while you assess the outcome.

Published October 27, 2026

Navigate a refreshed email marketing workspace

Manage campaigns, templates, results and settings in a refreshed email workspace. Use consistent editing controls and campaign views as you build messages and review their performance.

Published October 27, 2026

Adjust email layouts for mobile screens

Set separate mobile spacing, alignment and typography for supported email elements while keeping desktop styles. Preview both layouts and refine buttons, images and other content for smaller screens.

Published October 27, 2026

Check campaign spam risks before sending

Run a check from the campaign send screen to review content, sender setup and reputation signals. Use the risk levels and suggested fixes to revise your email, then check it again before sending.

Published October 27, 2026

Build workflows using your existing account records

Name an existing form, pipeline, tag, template or team member when asking AI to build a workflow. Review the records selected for each step, complete any remaining setup and test before publishing.

Published October 27, 2026

Apply saved brand colors to QR codes

Choose your brand board colors or saved custom colors when styling a QR code. Match printed signs, cards and other materials without entering the same color codes again.

Published October 27, 2026

Create a brand board while editing an email

Create your first brand board from the email color picker. Import a website’s colors, logo and fonts or choose a preset, refine the details and save without leaving the email editor.

Published October 27, 2026

Define a full type hierarchy in brand boards

Set heading, subtitle, body and caption styles in your brand board. Adjust fonts, sizes, weights and line heights, then preview the hierarchy together before saving.

Published October 27, 2026

Preview templates in your brand colors

Choose a saved brand board while previewing a supported template and see the design in your colors. Apply the template with those colors already selected.

Published October 27, 2026

Add graphics from the page builder library

Browse icons and illustrations inside website, funnel and store builders. Add graphics to the page or to an element, customize icon colors, or create an AI illustration and review it before use.

Published October 27, 2026

Search inbox messages by keyword

Find a word or phrase across your inbox or within one customer conversation. Open the matching message and narrow results by date, channel, owner, attachments and more.

Published October 27, 2026

Filter conversations by calls, contacts and deals

Focus your inbox using six new filters for channel account, last call status, contact type, opportunity pipeline, stage and status. Combine conditions to find callbacks and follow-ups that need attention.

Published October 27, 2026

Create and link companies from email domains

Use a contact’s business email domain to find a matching company or create a company record with its name and logo. Configure exclusions and choose whether to apply the automation to existing contacts.

Published October 27, 2026

Organize contact documents with folders

Keep each customer’s documents in folders, move files without uploading them again and restore deleted custom folders or files from Trash within 60 days. Nested folders help keep related paperwork together.

Published October 27, 2026

QR codes for appointments and services

Share a QR code that takes customers to a booking calendar or service page. Access a prepared code from the relevant booking tool, customize or download it and check scans from the same place.

Published October 27, 2026

Add quizzes directly to website and funnel pages

Drop a quiz element onto a website page or funnel step, then choose an existing quiz or create one. Edit the quiz in a popup within the page builder.

Published October 27, 2026

Show form products based on customer answers

Use product selections to control form and survey messages, redirects and fields. Show or hide individual products and variants so customers see the options that fit their answers.

Published October 27, 2026

Save more contact field types from AI conversations

Let a conversation agent save customer answers into radio buttons, checkboxes, dropdowns and phone fields. Review the available choices in the agent settings and test how answers map to your contact fields.

Published October 27, 2026

See where and how customers scan QR codes

Review QR scans by device, browser, country, state or city alongside total and unique scans. Use the breakdowns to plan local campaigns and check the pages your audience visits.

Published October 27, 2026

Share and connect forms from one integration tab

Preview embeds, copy links, customize a prepared QR code and view connected workflows in one tab for forms, surveys and quizzes. After saving, choose a sharing, embedding or automation step.

Published October 27, 2026

Offer WhatsApp booking flows in more languages

Choose a language for the appointment booking flow, including its date selectors, labels and confirmation button. Preview the translated flow and see its language in the list; write separate form flows in the languages your customers use.

Published October 26, 2026

Send forms in WhatsApp conversations

Customers can fill in a form within their WhatsApp conversation. You can reuse an existing form and preview which of its fields are supported. Responses are saved to form submissions and associated with the matching contact.

Published October 26, 2026

Comments and replies on blog posts

Add a comments section to your blog posts. Readers can comment, reply and react. Review, approve or answer comments from the Comments tab. You can require approval before comments are published, and you can turn on email notifications for new comments.

Published October 26, 2026

Add reputation widgets to custom dashboards

Add reputation widgets to a dashboard to see review requests, ratings and reply performance. Choose date ranges and filters, and arrange the widgets on the dashboard.

Published October 25, 2026

Start workflows from social post status

Start a workflow when a social post needs approval, is scheduled, is published or fails to publish. For example, use it to notify your team. Filter the trigger by platform, post type, category, connected account and tags.

Published October 24, 2026

Templates for home services, automotive and restaurants

Funnel, survey, social post and ad templates are available, including options for home services, automotive businesses and restaurants.

Published October 24, 2026

Attach booking forms to bookings you create yourself

When you create a service booking yourself, you can now attach the booking form and fill it in for your customer. Your usual form is preselected and the contact's name, email and phone come prefilled, so bookings made by your team capture the same intake details as online bookings.

Filter HubSpot records before you import

Moving over from HubSpot? You can now choose which contacts, deals, companies and tasks to bring in, filtered by when they were created or last changed. Record counts update as you go, so you can see how many will be imported before you start.

Smart error checks for forms, surveys and quizzes

When you save a form, survey or quiz, any errors now show up in one list and next to the field that needs fixing. Each error comes off the list as soon as you fix it. New recommendations also flag common slip-ups before you go live, like placeholder URLs, payments still in test mode and bot protection that isn't turned on.

Add quizzes right inside funnels and websites

Drag the new quiz element onto any funnel step or website page, with no embed codes to copy and paste. You can build a new quiz or pick one you already have, then edit it in a large popup without leaving the builder.

Fresh templates for websites, emails and ads

New ready-made templates are here, including a beauty and fashion website, a new email and a new survey. There are also social and ad templates for businesses like home services, medical, legal and barber shops. Templates offer customization options that can help you launch faster and spend more time on your customers.

Check email addresses while you import contacts

When you import a contact list, you can now tick one box on the last step to start checking the email addresses as the import runs. Addresses that look invalid get flagged so you can clean them up before your first email goes out, and you can follow progress from your bulk actions history.

Build and edit AI agents by describing what you want

In agent studio, you can now create or change a managed agent by simply telling it what you want, like "make the tone friendlier" or "add a trigger for the contact form." It changes only what you asked for, asks a quick question when a request is unclear, and shows each change in a live panel you can edit yourself. It also works with the forms, calendars, pipelines and knowledge bases already in your account.

Start AI agents when a new lead or deal comes in

Managed agents can now run on their own when a new contact is added, when a new opportunity is created, or when an opportunity changes status. Filter by pipeline, stage and status so the right agent handles welcome messages, lead qualification or follow-up after a job is won or lost.

Save QR codes to Apple Wallet or Google Wallet

You can now save any new or existing QR code to Apple Wallet or Google Wallet right from the QR code builder. Each pass shows the scannable code with its name and details, so it is ready to pull up at the counter, on a job site or at a local event. The pass opens without a signal, though the page it points to still needs one.

Number pool calls now show the right ad platform

Call tracking now labels Facebook ad calls as Facebook Paid, and calls from TikTok, LinkedIn, Microsoft (Bing) and Google ads clicked in apps are labeled by platform too. Visits from ChatGPT and similar AI tools show as their own source, and new calls get these labels with nothing to set up.

Ring number pool calls to up to 6 team members on the device they choose

Send number pool calls to up to 6 team members at once, and all of their devices ring at the same time. Each person can answer on web, mobile, a desk phone or their own phone number.