Customer Builder
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Changelog

What’s new

What changed in Customer Builder in each version.

  1. Version 1.9.0

    Customer Builder 1.9.0: My Agents in a table and more reliable media

    My Agents now has a Table view with the status and attention points of each agent, and the Marketplace has Grid and Row views. Media generation for social and article campaigns is more reliable, social agent indicators got a chart, and dates and times show in your time zone.

    New

    • My Agents in a TableAgents

      Besides Blocks, see your agents in a Table with the status, attention points and details of each one.

    • Marketplace in Grid and Row viewsAgents

      Choose between the Grid and Row views to browse the Agent Marketplace.

    Improvement

    • More reliable media generationSocial media

      Media for social and article campaigns follows what the image model accepts: up to 10 reference images, a supported aspect ratio and automatic format conversion.

    • Clear template and attachment limitsSocial media

      Each agent uses up to 4 templates and each post up to 4 supporting attachments, with the limit explained on screen; creative direction and adjustment requests accept up to 3,000 characters.

    • "No logo" requests respectedSocial media

      When the team writes "no logo", the media is generated without the logo.

    • Social agent indicators with a chartSocial media

      Social campaign agent indicators were redesigned with a chart.

    • Overview counts every Acquisition agentGeneral

      The Acquisition tab of the Overview counts every agent in the channel.

    • Dates and times in your time zoneGeneral

      Dates and times show in the time zone of whoever is viewing them.

    • New page-not-found screenGeneral

      The page-not-found screen was redesigned and highlights the address you tried to open.

    Fix

    • Media with many reference imagesSocial media

      Social posts no longer fail with "AI provider unavailable" when the media uses many reference images.

    • Approved post after reconnecting the networkSocial media

      An approved post that missed its time because the network was disconnected goes out as soon as the connection is back, with the "Approved, waiting for connection" badge.

  2. Version 1.8.0

    Customer Builder 1.8.0: tasks and conversations on the lead and a publishing destination per network

    You can now log tasks and talk to a lead right from their record, even when they are not in any pipeline. In social campaigns, you choose the page, account or profile each network publishes to, and the artwork comes out in the right format for each one. Publishing articles to your brand blog is also more complete.

    New

    • Tasks and conversations on the lead, without a pipeline cardProspects and Leads

      The lead record shows tasks and the conversation panel even when the lead is not in any pipeline, including imported, purchased and form leads.

    • Publishing destination per networkSocial media

      Choose which Facebook page, Instagram professional account and LinkedIn profile each campaign publishes to.

    Improvement

    • Artwork in each network formatSocial media

      Posts and carousels come out in the format and margins of each network (3:4 on Instagram and 4:5 on LinkedIn, Facebook and TikTok), from one master artwork per theme, with up to 5 hashtags per post.

    • Logo in the media when you ask for itSocial media

      A logo request written in the creative direction or in an adjustment now applies when the media is generated.

    • More complete articles on the brand blogSocial media

      Articles use the title as their address, accept a cover and images by upload and keep the correct blog link, including in older posts.

    • Updated MarketplaceAgents

      The Marketplace shows the current agent names and every funnel channel by default.

    • Clearer Site AnalyticsApplications

      The Site Analytics setup explains which domain to use in GA4.

    • Screens adjusted for smaller monitorsGeneral

      Dialogs and the top bar were adjusted for low-resolution screens.

    Fix

    • Adding a lead no longer creates a cardProspects and Leads

      Adding a lead in Prospects and Leads no longer creates a card in the first pipeline stage: the card is only created when you choose the stage.

    • Lead record kept after adding a leadProspects and Leads

      Reloading the page right after adding a lead no longer opens an empty form.

    • LinkedIn connectionSocial media

      Connecting LinkedIn is no longer refused with the "An error occurred" message.

    • Indicator targetsGeneral

      An indicator target shows as default again when you go back to the benchmark.

  3. Version 1.7.0

    Customer Builder 1.7.0: Sales Agent on Instagram and Blog via API

    The Sales Agent now also supports Instagram Direct, with the same care as WhatsApp, and agent responses have become more natural. The Article Campaign now publishes to your brand's blog; social and article campaigns gained the Cycle stage with publication indicators, and credit history can be exported to Excel. We also fixed details in Instagram support.

    New

    • Sales Agent Support on Instagram DirectAgents

      The Sales Agent now supports Instagram Direct with marked channels, routing and dedicated message sending, and control of support in the Instagram inbox, just like WhatsApp.

    • Customer Builder BlogApplications

      Customer Builder has its own blog at /blog, featuring content about the platform and product updates.

    • Cycle Stage and Publication IndicatorsSocial media

      New stages in social and article campaigns organize the cycle planning and show detailed indicators of publication performance.

    • Publishing Articles on Brand Blog and LinkedInSocial media

      In the Article Campaign, you can choose to publish on LinkedIn, the brand's blog, or both, with individual and grouped destination management.

    Improvement

    • Channel Choice by Lead’s Last Channel in TriggersAgents

      Proactive triggers now select the message channel based on the lead’s last used channel, ensuring more precise and efficient communication.

    • Reduced and Clearer Article Campaign InterfaceSocial media

      The destination selector for articles has been simplified to provide more clarity and take up less space, making configuration easier.

    • Exporting Credit History to ExcelAdministration

      The complete history of license credit movements can be exported as an Excel file, facilitating analysis outside the platform.

    • More Natural and Less Repetitive Agent ResponsesAgents

      The agent was adjusted to avoid repeating messages and identical responses, making conversations more fluid and pleasant for leads.

    • Blocking Agent Responses with Internal InformationAgents

      Messages containing internal tool names are intercepted to prevent sending them to leads, enhancing communication security.

    • Transfer to Team When Moving Card to Agent-Free StageAgents

      When the agent moves a lead to a stage without an active agent, the conversation is immediately transferred to human support.

    • Form Submissions Logged in Opportunity ConversationProspects and Leads

      Form submissions, even without messages, are now recorded in the opportunity conversation with a summary of the responses.

    • Request and Approval of Blog Connection via APIApplications

      Brands can request blog connections via API by sending data for admin approval, testing, and access authorization, ensuring greater control.

    Fix

    • Fixes in Instagram Support and TransferAgents

      Adjustments fix block classification and transfer link on Instagram, aligning behavior with other channels.

  4. Version 1.6.0

    Version 1.6.0: New Features, Webinar Improvements, and Diagnostic Agent

    In this version, we launched courtesy licenses with automatic renewal, enhanced Customer Track for monitoring and consent, and released the Diagnostic Agent in the Marketplace. We improved webinar content management and generation, unified brand pages, and delivered various usability and accessibility fixes for your experience in Customer Builder.

    New

    • Courtesy licenses with automatic renewalCredits and license

      We added the option of courtesy licenses that monthly renew plan credits at no cost, enabling continuous use without charges for special customers.

    Improvement

    • Diagnostic Agent released in the MarketplaceApplications

      The Diagnostic Agent is now available for creation and tracking via Marketplace and My Agents, with full configuration through the brand screen.

    • Unified Customer Track and consent per agentGeneral

      We transformed visit collection into Customer Track with simplified installation via a single code and option to require consent for data collection on each agent.

    • Unified management and controlled generation of webinar agentsWhatsApp

      Email, WhatsApp, and social agents managed by the webinar now have a protected structure to maintain alignment, preventing unauthorized changes in campaign sequences.

    • Improvements and new organization of the Webinar Registrations stepPipelines

      The Registrations step was reorganized with three clear cards for registration, notifications, and promotion, making configuration more intuitive and practical.

    • Mandatory selection of the webinar WhatsApp number in registrationsWhatsApp

      The WhatsApp number for sending messages is now configured in the Registrations step, making its selection mandatory when the channel is active.

    • Promotion to multiple lists via email and WhatsAppWhatsApp

      It is now possible to select up to 20 lists of non-registered users to send promotion messages by email and WhatsApp in the webinar.

    • Webinar content generation runs in the backgroundWhatsApp

      Content generation for Notifications and Promotion in the webinar now operates in the background, allowing you to navigate the platform without interrupting the process.

    • Simplified approval and removal of moments in the webinarWhatsApp

      You can approve or remove moments from the webinar list directly, without needing to open each moment's edit screen.

    • Limit of up to 10 moments and bulk approvalWhatsApp

      We established a limit of 10 moments for Notifications and Promotion, with features to approve multiple moments at once, avoiding errors and confusion.

    • Lead history shows page title and chronological navigationProspects and Leads

      The lead's navigation history now displays the title of visited pages, full address, and is shown in chronological order, facilitating journey analysis.

    • Edit Brand and Brand Settings sections unifiedAdministration

      The brand edit and settings screens were unified, providing access to the same options in a consistent and simplified way.

    • AI internal records identified in the opportunity conversationPipelines

      In the opportunity conversation, AI internal records appear on the left, in white, with the "AI internal record" badge, so they are not confused with lead or team messages. Notes such as a fired trigger appear as a badge on the message sent by the agent.

    Fix

    • Contrast fix in dark theme for AI PersonalityGeneral

      We adjusted the color contrast of AI Personality values in dark theme to ensure better accessibility and readability.

    • Fixes in Diagnostic Agent and report sendingAgents

      We fixed issues that prevented interview completion without CNPJ and failures in sending the report via email.

    Notice

    • Removal of 'Article for LinkedIn' agentSocial media

      The individual 'Article for LinkedIn' agent was removed, with focus now on the Article Campaign, covering multiple media including LinkedIn.

  5. Version 1.5.0

    Greater integration and improvements in social agents, webinar, and Site Analytics

    In this release, Customer Builder has made significant advances in the management of social agents, enhanced control and visibility over webinars, improved the Site Analytics Agent, and progressed the user experience with the Diagnostic Agent. Additionally, improvements in WhatsApp communication, visual and usability adjustments, and important fixes have been implemented to provide a more efficient and intuitive workflow.

    New

    • Complete creation and deletion for Site Analytics and Webinar agentsAgents

      The Site Analytics Agent is now available in the Marketplace and allows full configuration, including Google Analytics integration; archived agents can be deleted, including Webinar with its managed assets.

    • Diagnostic Agent: definition, configuration, and AI interviewApplications

      Implemented new agent with configurable questionnaire, session persistence, interview engine, and automatic discovery of public company data for better lead qualification and analysis.

    • Public channel for Diagnostic Agent and conversation pageApplications

      Public web interface is available for visitors to answer the questionnaire, with embed script, session token, AI dialogue, and sending complete report by email.

    • Permanent deletion of archived pipelinesPipelines

      Beyond archiving, it is now possible to permanently delete archived pipelines with all dependencies, freeing space and organization, with secure confirmation in the system.

    • Teach the Sales Agent from the simulatorAgents

      In the simulator, use "Correct reply" on any agent reply and write how it should have answered. The correction becomes a lesson the agent follows in similar conversations and can be edited in the Identity and goal step.

    Improvement

    • Enhancements in social agent resumption processAgents

      Now, when resuming a social agent with disconnected networks, credential warnings appear directly in the action's modal, making reconnection straightforward and clear for the user.

    • Standardization of article and social campaign processesSocial media

      Article campaigns now follow the same flow as social campaigns with aligned activation, production, and approval stages, and themes are billed per block, simplifying management and billing.

    • New modal for credential blocks in social actionsSocial media

      Warnings about credential blocks on social networks are organized into a single panel with clear buttons to connect or reconnect networks, improving management experience.

    • Enhanced control in production and failures in social postingsSocial media

      Posts without confirmed networks like LinkedIn and Facebook now clearly fail and remain visible so users can reprocess them, preventing invisible stalls.

    • Improvements in sending and receiving media via WhatsAppWhatsApp

      Both official and unofficial WhatsApp now accept and send documents like PDF and Office files, and sending considers number variations to ensure effective delivery.

    • Exclusive visual identity for agents in Customer BuilderAgents

      Each agent now has its own animated artwork in 3D glass style, making cards more personalized and visually distinct for Webinar, Article, Article Campaign, and Site Analytics.

    • Generation and email delivery of mini diagnosis and reportApplications

      Upon completing the Diagnostic Agent interview, a basic diagnosis graph is displayed, and the full report is automatically sent to the provided email.

    • Fix for duplication of pipelines with quick responsesPipelines

      Duplicating pipelines containing quick responses now works correctly, preserving all associated quick responses and avoiding unexpected errors.

    • Selector for AI or Human service on opportunity WhatsAppWhatsApp

      In opportunity details, users can choose whether WhatsApp is handled by AI or a human, facilitating flow control and transfer between both.

    • Messages and alerts in the user interface languageGeneral

      Warnings and notifications are now displayed in the selected interface language, following the language selector and enhancing multilingual usability.

    • Webinar channels in the Registrations stepAgents

      Choose, right in the Registrations step, how the webinar notifies registrants (email and WhatsApp) and where it promotes the event (email, WhatsApp and social networks, with each network's formats).

    • Create or link a lead in the email inbox tooEmail campaigns

      The email inbox now uses the same dialog as the WhatsApp, Instagram and Messenger inboxes: search for an existing lead to link the conversation or create a new one, with the option to enrich it with AI.

    • Several pages on the same domainGeneral

      Each brand domain hosts several pages, each in its own folder (for example, yourdomain.com/april-webinar).

    Fix

    • Avoid failure due to approval delays and unexpected sizeSocial media

      Expired posts awaiting approval remain visible and can be resumed as late production; articles outside the word count range are re-evaluated for a new attempt, ensuring better control and fewer unexpected failures.

  6. Version 1.0.0

    More insight into results and campaign control

    New dashboards to track results, KPIs, and opportunities, along with improvements in planning and reviewing social posts, WhatsApp campaigns, and the inbox. This release also introduces the News hub and new version notifications.

    New

    • Overview with commercial and operational indicatorsGeneral

      Monitor the Executive Summary, performance of the six funnel channels, lead evolution, and pipeline results. Use period filters, compare results, and customize displayed blocks and their order. Leads and pipelines show the brand account data.