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Roadmap

See what we're working on, what's coming next, and what we've shipped. Vote on ideas and suggest features.

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Add conditional logic to campaign automations

Would be nice to be able to set up automations like: Trigger call if: 15 days after enrollment date AND day of month is equal to or less than the 15th

Add policy dates to campaign automations

Platform

Policies view

Would like to see all my policies in one place for quick updating

Platform

Manual Appointment setting

This lead wants me to call him back tomorrow because he is at work. He has a lot of questions and could be a potential deal. I am unable to manually schedule an appointment for him on the CC calendar Zach Peter, Alex Doonanco. I am going to just put him on my outlook calendar, but for Retention that is going to be something that's important. As Brandon spoke about yesterday agents are only reaching back out to 10% of the call back request. Can we update that please.

1Platform

Source Tracking & Real-Time Routing

Create and manage lead sources for your campaigns with dedicated DIDs, real-time agent availability, and automatic cost tracking. Source DIDs — Assign a unique phone number to each lead source (affiliate, publisher, web form, etc.) so every inbound call is automatically attributed Ping/Post Routing — Query agent availability in real-time before transferring a call, ensuring leads only route when agents are ready to take them Source Metrics — Track cost-per-lead (CPL) per source and automatically calculate cost-per-acquisition (CPA) broken down by source, campaign, and agent Performance Visibility — See which sources drive the highest conversion rates and lowest CPA across your campaigns

Softphone