v7.6 (7/1/25)

ENHANCEMENTS: 

• A metric has been added to the Text Performance report for Initial Evaluations generated by SMS text message campaigns.

• This report includes both text Reactivation Campaigns and Text Blasts. 

• The Contact Details page received a significant redesign as part of our ongoing UI refresh work. New navigation options include: 

  • Status (Current phase)
  • Details (email address, phone number, etc.)  
  • Physician Info  
  • Notes 
  • Preferences 
  • Follow-Ups 
  • Manual Follow-Ups 
  • Activity

• The Location Settings page (user) received a significant redesign as part of our ongoing UI refresh work. New navigation options include:  
  • Details (call to action, market, etc)
  • Address (location address and office hours)
  • Communication (BOOM notification preferences, desired area code, etc) 
  • AI Agent 
  • Funnels

BUG FIXES:

• An issue that caused Pending contacts on the Workshop Registrants page to behave inconsistently has been resolved.
• An issue that caused a blank screen on the Text Chat modal when accessed from Contact Details has been resolved.

AICA BETA TESTERS:

• ENHANCEMENT: AICA Working Hours -
• A new field is available in Location Settings > AI Agent where the user can indicate the hours of the day and days of the week they wish AICA to be operational. 
• The default is 8a to 8p, but clients can choose any availability desired, including 24/7. 
• This field is distinct from the Location Office Hours field in Location Settings > Address, which ensures AICA gives appropriate information to contacts about appointment availability. 
• Related to AICA Working Hours, AICA will now follow up with any leads missed during a period of deactivation. 

• Ex: AICA Operating Hours are 8a to 8p > contact registers for AICA-enabled workshop at 11p > AICA will follow up with the contact at 8a the following day 

• ENHANCEMENT: User Test Notification - Appt Request 

• A new optional field was added to Location Settings > Communication for Notification Phone Number

• The phone number(s) added to this field will receive a text message notification every time an appointment request is generated, whether by AICA or not. 

• The message contains the contact's first name and encourages the user to log into Breakthrough for additional contact details. 

• The message will include the AI Agent name if it was booked by AICA.