We are excited to announce several key platform updates to enhance your Botsplash experience. These improvements focus on increasing flexibility, improving team coordination, and streamlining administrative tasks, ultimately empowering you to achieve your goals more effectively.
The Issue: Manual data entry slows down growing teams.
The Enhancement: You can now automatically update visitor tags and segment labels programmatically via API POST. This ensures your external systems and CRMs remain continuously in sync with Botsplash without requiring manual agent input.
Business Win : Organised and categorized
The Issue: When an automated campaign stops mid-stream, customers shouldn't have to restart from step one.
The Enhancement: Admins can now resume a paused or terminated visitor sequence directly from the Visitor Activity page. The flow picks up at the exact step where it stopped, preserving the customer journey.
Business Win: Continuous customer engagement and seamless journey recovery.
The Issue: Team changes can cause accidental routing mix-ups if old phone numbers aren't handled cleanly.
The Enhancement: If a former agent's hosted number was reassigned to an active teammate, and that original agent is later re-invited, the system automatically revokes the number from the temporary holder, preventing duplicate number conflicts.
Business Win: Error-free routing and clean phone number governance.
The Issue: Finding specific conversation histories during high-volume periods required too many manual steps.
The Enhancement: Advanced Search now features dynamic date ranges (filter by the last few minutes, hours, days, or weeks) as well as standardized MM/DD/YYYY custom fields for rapid data retrieval.
Business Win: Faster data discovery and increased administrative efficiency.
The Issue: Agents spent too much time re-applying filters to find their most urgent lead categories.
The Enhancement: Saved Views have moved directly into your Message Dashboard as profile icons at the top of your inbox. Hover over any icon to check its name, and click to switch your entire inbox view instantly.
Business Win: Accelerated agent response times and personalized workspace organization.
The Issue: Protecting sensitive customer financial and personal details is critical for legal compliance.
The Enhancement: When enabled, our AI automatically detects and redacts Social Security numbers, banking details, card numbers, and phone numbers in conversation logs before they are stored or viewed.
Business Win: Automated data compliance and enhanced privacy protection.
Note: This security feature is optional and can be enabled upon request.
The Issue: Uncovering why a calendar appointment failed to book used to require tedious digging.
The Enhancement: The updated Bookme Failure Report now provides deep diagnostic context, including exact time slots, assigned agent names, meeting titles, and specific failure reasons, so admins can fix scheduling bottlenecks right away.
Business Win: Rapid troubleshooting and minimized missed booking opportunities.
The Issue: Teams store valuable custom data in Extended Attributes, but couldn't quickly search for leads using those custom data points.
The Enhancement: You can now toggle custom extended attributes as "Searchable" during setup, allowing agents to instantly query and filter leads by those specific custom fields on the main Visitor Listing page.
Business Win: Precision lead targeting and customizable lead management.
The Issue: Managers needed clearer operational visibility into lead distribution efficiency.
The Enhancement: The Visitor Tasks tab now clearly displays which agent claimed a distributed lead, complete with color-coded status badges: Pending (Red) for unassigned leads and Accepted (Green) once claimed.
Business Win: Full team accountability and transparent lead distribution.
The Issue: Enterprise clients needed a clean way to pass a lead from a general intake account over to a specialized branch account.
The Enhancement: Admins can configure approved destination sub-accounts under Workflow Settings → Transfer Settings. From the inbox, clicking Account Transfer in the left panel moves the lead to the target sub-account and optionally archives it in the original workspace.
Business Win: Frictionless cross-department collaboration and streamlined lead handoffs.
The Issue: Out-of-state leads often register with default time zone settings, leading to poorly timed outreach.
The Enhancement: Admins can now manually update a visitor’s timezone directly from the contact card on their profile, ensuring all automated texts and reminders arrive during appropriate local hours.
Business Win: Respectful engagement and improved contact-rate performance.
The Issue: Unfair lead-snatching tools put honest mobile agents at a disadvantage during lead distribution.
The Enhancement: You can now configure a minimum response-time threshold on mobile. Any attempts to accept a lead faster than humanly possible trigger an "Unsafe script activity detected" warning, keeping lead distribution fair.
Business Win: Fair-play queue distribution and protected team morale.
Note: This anti-script safeguard is configured with assistance from the Botsplash support team.
The Issue: On-the-go agents require the same rigorous account security as desk-bound web users.
The Enhancement: Multi-Factor Authentication (MFA) is now integrated into the mobile app. Users receive a secure verification code via email during sign-in, matching our web security standards.
Business Win: Enterprise-grade security and safe mobile accessibility.
These updates demonstrate our ongoing commitment to enhancing the Botsplash platform and providing our users with a more efficient, personalized, and user-friendly experience. We believe these improvements will significantly streamline workflows, improve team collaboration, and ultimately drive greater success for all Botsplash users.
