Even as winter lingers in February, change is in the air. While it’s frosty outside, Uspacy keeps improving, becoming faster and smarter for your processes. Check out February’s updates — keeping you productive and warm inside, no matter the weather.
🟣 Advanced settings for Ringostat, Zadarma, Asterisk, FreePBX, and PBX now allow you to set the responsible user and source for any scenario of incoming or missed calls individually and flexibly.
🔍 You can read more about connecting these telephony services to Uspacy and configuring them in the relevant articles in our Knowledge Base.
🟣 From now on, Uspacy can retrieve the user’s name from Instagram chats, automatically populating it when creating a lead or contact.
🟣 Dynamic variables in quick replies for External Channels now automatically insert the client’s name, company name, manager data, or other CRM parameters, making communication more personalized and natural.
🔍 More details about this feature are available in this article.
🟣 Task linking to External Channel chats allows you to create and link tasks directly with a specific conversation in a messenger or social network. This helps manage requests in context and prevents losing details while handling tasks.
🔍 You can read more about task linking to External Channel chats in this article.
🟣 We continue to improve “live” task updates. Now changes to statuses, responsible users, deadlines, and other parameters are instantly reflected in the card, list, and Kanban board — no page refresh needed.
🟣 Filtering tasks by group stages is a convenient addition for teams working with Kanban boards. You can quickly find all tasks at a specific stage to analyze project progress and identify bottlenecks.
🟣 In Conditional Actions, a new Notification action allows you to automatically send alerts to specific users or groups when conditions are met, so responsible users are informed of important events without constant monitoring.
🔍 More about configuring notifications via Conditional Actions can be found in the following article.
🟣 A new Change stage action in Conditional Actions allows for more precise control over the movement of deals, leads, or Smart Objects, helping build more consistent business processes.
🔍 More about configuring stage changes via Conditional Actions can be found in this article.
🟣 Partial saving of required field values is now available without moving to the next stage. If all fields must be filled to change a stage but some data is missing, you can now save the information entered so far and return later. This prevents data loss and allows for gradual completion.
🔍 More about configuring required fields for funnel stages can be found in this article.
All February updates are now available! Enjoy them, streamline your company processes, and focus on what matters most!
If you have additional questions or you need to contact the support, send a request to this email [email protected]