What’s new in Dealer Funnel.

Staff can now only view, edit, move or take action on leads that belong to the stores they have access to, including when using bulk actions like assigning a funnel, changing status, adding labels or sending messages. A lead can no longer be left without a store assigned, so nothing goes missing from your inbox after a move. Scheduled texts can now only be rescheduled, cancelled or sent early by s

Ask Carly can now show her answers visually with metric tiles, bar and trend charts, tables and lead lists, styled like your dashboard widgets. Every lead count in an answer opens the actual list of leads behind it, and a link takes you to the full report. You can download any answer card as an image to drop into a meeting or a message.

Dealer Funnel staff accounts with Agency Admin access can now connect Claude to Dealer Funnel, not just the pilot user. The connection screen now explains in plain language what Claude can and cannot do, including that it never texts, emails or calls your customers, and that you stay signed in for 30 days. Pop-up notifications across the web app have a refreshed look.

AI email replies were being written without the earlier messages in the thread, so responses could feel out of context. They now always pull the full email history, translated into English when needed, for replies that pick up right where the conversation left off.

Your landing page intake, showroom check-in, live chat text-me form and SMS widget now share tighter, tamper-proof limits on how many texts can be triggered. That keeps bad actors from running up your messaging bill, abusing your store's number or putting you at risk of carrier blocking.

The older website SMS widget has been retired, and every store now uses Live Chat in SMS mode, so shoppers get one consistent texting experience on your site. Your settings now live in one place, and any old widget links take you straight to Live Chat. The next time you save your settings, the updated chat box publishes automatically to your website.

When a vehicle card in live chat had no link attached, tapping it did nothing. Those cards now point shoppers straight to the vehicle's page on your website.

Date of birth from an uploaded list is now saved to the lead's financial details, so you have it on hand for credit and financing work.

Every figure Carly gives you is now verified against the underlying report data before you see it. If something does not add up, Carly reworks the answer, and anything it still cannot confirm is clearly flagged.

Questions about individual salesperson performance were running the slow way. They now run on the same fast path as every other Carly question.

Ask Carly can now answer questions that span your reports, like new leads, appointments booked and showed, sold, opt-outs and engaged leads, broken down by source, rep, status, or by day, week and month. You can also ask about team activity: videos sent, blasts, funnel enrollments, Google review requests, trade valuations, texts sent and received, inbound, outbound and AI phone calls, website chat

When a caller has more than one vehicle serviced with you, the AI service agent now asks which one they are calling about by name instead of guessing the first one on file. Repeat callers with a single vehicle on file now keep their service history on the call, so the offer to book with their previous advisor works even if they are already in your system as a lead.

When adding your store's main texting number, you can now search by area code, state, city or a digit or word pattern, the same way you already search in the phone number wizard. The new number screen asks you to confirm before buying and blocks double clicks, so you cannot accidentally purchase two numbers.

New leads, opt-outs, engaged leads, leads worked, texts, emails and hours saved that Carly reports now come straight from the Activity report, so her answers match what you see on screen. Call counts now include every call, including inbound calls that were previously left out. Appointment numbers now use booked and showed within the date range, counted on your store's local days.

Settings has a new Password section where you can change your own password by entering your current one, with no reset email or admin needed.

Anyone given access to Trade now sees a Trade tab right in My Settings, with all of that store's trade settings in one place instead of needing a hidden link or having no access at all. If you work with Trade at more than one dealership, you can switch stores from a simple picker, and your unsaved changes stay with the store you were editing.

When a customer asks for changes instead of signing, the notification email now goes to both the person who created the agreement and the team member who sent that version, so nothing slips through the cracks.

Editing a lead's contact, vehicle, or financial details no longer errors out when a field contains special characters such as a trailing backslash. Your edits save reliably every time.

The Opt-Outs report now lists everyone who opted out during the dates you select, newest first, instead of only leads that happened to be created in that window. Some stores were seeing a fraction of the real number. The Opt-Outs list and the Opted Out column in Lead Source Rollup no longer fail with an Unable to run report error, and they now count opt-outs consistently everywhere.

Texting campaign submissions now automatically include the required opt-out and help keyword replies, branded with your dealership name, so campaigns are no longer rejected for missing information.

If your microphone is blocked in the browser, the dialer now tells you instead of showing a green Ready status until a call fails. Dates in the Recent calls list now show correctly for your time zone. After a call wraps up you get a clear recap, and follow-up drafts show helpful placeholders.

Leads created when the AI receptionist answers a call are no longer pushed to your CRM as new sales prospects, so parts, service and take-a-message calls stop creating junk records. Leads you add manually and those from landing pages, showroom and trade-in are unaffected.

The trade-in Book Value field is now labeled Appraised Value on the lead Vehicle tab and the print view. Existing values are unchanged.

On Funnels, clicking a lead in Leads Assigned now opens the conversation in a side drawer so you can reply without leaving the funnel. When creating or editing a lead source, the Auto Assign Funnel dropdown now shows only that store's funnels instead of every funnel in the system.

Turn on desktop notifications from My Settings to get alerts on your computer even when Dealer Funnel isn't the tab you're looking at. Choose what you want to hear about: customer messages on your leads, missed calls, voicemails, new leads assigned to you, mentions and appointments. Managers and admins can also opt in to every customer message across their stores. Clicking a notification takes you

Missed calls are now counted the same way on the Calls report, Client Health and the dashboard: an inbound call that rang for 30 seconds with no pickup, came back busy, or landed in voicemail or a phone menu nobody answered. Calls that never reached the store at all now show as 'Didn't connect' on their own line, so a bad forward number no longer looks like your team ignoring customers. Client Hea

On a draft contract's Preview tab you can now hover any clause and edit it in place, exactly where it reads in the agreement. Edits are marked as changed, listed in the redline and still need a second admin's approval before sending, and you can restore the standard text at any time. Sent and signed contracts stay locked, and the customer's signing page is never editable. Your dealership logo now

Start typing a street address or a dealership name in any address field and pick a suggestion to fill in the street, city, state and ZIP automatically. You can still type it all out by hand if you prefer. Opening the edit-appointment window on a lead that shows as scheduled but has no appointment on file no longer throws an error. It now opens the Set Appointment window so you can fix the record i

Leads you create by hand now send the assigned salesperson to your CRM right away, instead of waiting until someone reassigns the lead. New leads coming in from your CRM no longer land unassigned when the salesperson and the lead arrive at the same moment. The lead now picks up its assigned rep automatically.

Buttons and logos in our emails now keep their proper colors and stay readable when your email app is in dark mode.

Transfers that were answered by a rep's voicemail are now correctly marked as not connected, so your call reporting reflects what really happened. Call records no longer overwrite what the caller wanted with internal processing text, so the service shown on a booked call and in the Voice AI report stays accurate.

Weekday Slack posts grouped by performance manager highlight only what changed: new critical issues, core features that stopped being used, grades that slipped, upcoming renewal deadlines and stores back to healthy, with links that take you straight to the right store.

Each store now has a profile with new/used, franchises, dealer group, website provider and a client color, plus contract terms with renewal dates, uploaded signed contracts, monthly sold and appointment goals, a core-feature checklist and key contacts. Client Health now watches the core features you picked and flags a store when one of them stops being used.

A new portfolio card shows how many stores are critical or at risk at a glance, common issues and opportunities sit side by side, active filters appear as removable chips, and the table now fits comfortably on a laptop screen.

AI phone agents without a dedicated number now save their appointment text settings (confirmations, cancellations, reminders and follow-ups) instead of silently reverting to the defaults. The blast audience count no longer fails at the largest stores when your filters match more than 100,000 leads. Report Builder reports now respect their time limit reliably, so a heavy report can no longer run un

On a store's Phone Numbers tab, setting a number's call route back to Keep current, or its texts back to the main inbox, now actually saves. Previously the old route stayed in place after a refresh and kept ringing the wrong person.

When a caller asks who an open service time is with, the AI receptionist can now check your advisors for that day and either name the advisor or offer the ones who are open, so the caller can pick a preference. Appointments booked over the phone now record the advisor the caller chose, instead of leaving it to whoever happens to be free. A new Text messages to customers switch on each AI phone age

The AI phone assistant no longer guesses a caller's last name. If it did not clearly hear the name, it asks again before booking, so appointments and leads are saved under the right person. Callers are no longer offered appointment times that are too close to the moment they are calling, so every time offered is one they can realistically make. When a caller has worked with a service advisor befor

Admins can now create, view and edit Service Advisor users, including their service scheduling mappings. The Service Info tab now appears for the user being edited, and saving no longer fails with an error.

When you remove someone's access to a store, you can now move their leads at that store to another team member or leave them unassigned. They are also pulled from that store's lead rotation, so new leads stop routing to them and they stop getting notifications.

You can now connect, reconnect or disconnect your dealership's Facebook Page and ad account from the Integrations tab on your client settings, and see at a glance which page is linked and who connected it.

Links to images and attachments in previously sent texts and emails, profile pictures in the mobile apps, and pictures embedded in funnel messages now open correctly instead of showing an error page.

Opening the dashboard across all of your stores now loads in about a second instead of taking a minute or more, including the new leads and sold tiles, their drill-downs, and the day-by-day chart. Dashboard and report figures that had been stuck on older numbers are live again, including time saved by Carly on the Impact report and the hours-saved pulse on the dashboard. The dashboard Messages cha

Files attached to emails now show up again in a lead's Files panel, so you can find documents customers sent you without digging through the conversation.

Leads that come in from eLead now get their response clock stopped as soon as you reply, so your response-time numbers in eLead reflect what your team actually did. Stopped sending repeat clock-stop updates on the same lead, which eLead was sometimes rejecting.

Sending a blast now uses a press and hold button on the summary step, so a big send never goes out from an accidental click. Let go early and nothing is sent. Appointments has an Arriving today view that shows each of today's in-person appointments as a ticket. Tear the stub to mark the customer as showed, with a quick undo if you tear one by mistake. When you ask Carly a question, you can now see

The vehicle tab's trade-in section now has license plate and plate state fields, so your team can record a customer's plate and it stays saved with the lead. The state needs to be a two letter code so the plate can be used for trade value lookups.

See where your leads are coming from with a new lead source report, so you can tell at a glance which sources are actually driving business.

Fixed an issue where new, edited, or cancelled appointments could silently fail to push into your CRM for most of the day. Appointment updates now sync reliably.

Filtering your inbox by tag no longer slows to a crawl when you add stores one at a time. Tag lists now load quickly, with the same tags in the same order as before. Pages that load your label and tag lists, like the inbox filters, blast audience steps and list imports, now open noticeably faster across the platform.

Texts from a first-time customer to a busy store line are no longer dropped. Incoming messages now create the lead and reach your team right away, and the backlog they caused could also delay inbound calls, which is resolved too. Dialer search now looks only at the stores your phone serves, so staff at multi-store groups finally get matching leads when they start typing a name. The keypad stays pu

When a customer answers with their name, the AI assistant now hears it and greets them accordingly instead of asking who they are. Speakerphone echo no longer interrupts the assistant's opening, so customers no longer hear the introduction twice. Appointments are now booked for the time the customer actually picked, not a different time the assistant had suggested, and the assistant explains when

If your microphone audio is not reaching the phone line, your rep is warned within seconds instead of talking to a customer who hears only silence. Clicking Call while you are already on a call no longer makes the active call bar disappear. The buttons are now disabled during a live call with a quick explanation.

Phone number, texting and emergency address messages now use plain language, so it is easier to tell what went wrong and what to do next.

The live chat box no longer keeps cycling through suggested prompts after a shopper has sent their first message, so the conversation stays focused and distraction free.

Odometer readings now come through on sell-your-car and trade-in leads that previously arrived with mileage missing, so your team sees what a customer's vehicle has on it right away. Mileage written in different formats, such as with commas or decimals, is now read correctly.

When a lead comes in while you are closed, the AI now says when you actually open again, such as later today at 9:00 AM or tomorrow morning, instead of vaguely promising a follow-up the next business day. If you open within the hour, it simply says the team will be in touch shortly.

Saving changes to a service voice agent no longer wipes out its name or the people notified when it takes a message, so callers keep hearing your agent introduce itself by name. The voice agent editor now lets you set a service agent's name and choose who gets notified when a message is taken.

Callers asking for a person at stores with a service advisor line are now routed straight to that line. Store names that already include the word service are spoken naturally instead of as awkward phrases like service center's service department.

The service agent no longer repeats the service and vehicle in every question, so booking a visit sounds like a real conversation. Callers are offered appointment times before being asked for their full name, which keeps more people in the booking flow. Electric vehicles are now recognized, so services like oil changes are no longer suggested for them. If a caller says they will call back, the age

The VinSolutions response clock now stops on leads that originated in VinSolutions when the first automated text goes out, so your response times are credited correctly. Notes pushed to VinSolutions now include a direct link to the conversation in Dealer Funnel along with a clear agent label on the message.

Callers now hear a brief hold before being connected to a sales or service agent, and the greeting no longer includes confusing wording about not having to repeat themselves. Leads who just spoke with your store on a phone call are no longer called back moments later by the outbound agent.

Across the receptionist, Sales, Service and outbound calling, the AI now says a proper goodbye, lets the caller say goodbye back, and keeps the call going if they add one more thing like 'wait, make it Friday' instead of hanging up on them. The Service agent now wraps up calls the same polished way the other agents do, including when it texts over an appointment link. If something goes wrong behin

The Month Leadership leaderboard now shows live appointment counts, appointment rate, and the store each rep worked most this month, matching what User Stats reports. The My Performance card no longer counts the same lead more than once when it was worked on multiple days, so leads touched and appointment rate finally match reality. Phone appointments now count toward a rep's appointment totals on

The AI now greets callers right after they say hello, with far less of that awkward pause at the start of a call. Outbound calls now know about a trade-in the customer just valued in chat, so the conversation picks up where the customer left off. Call endings sound warmer and less abrupt, and the line stays open a moment in case the customer has one more question.

Callers who reach your AI receptionist can now be handed off to an AI sales teammate who answers questions from your live inventory and books test drives, complete with confirmation texts and reminders, or to an AI service teammate for scheduling. Your AI agents now quote the same all-in price shoppers see on your website, including mandatory fees, so nobody gets a different number over the phone

Live Calls and the Voice AI board now show an outbound AI call from the moment it starts dialing, show when the agent is leaving a voicemail, and light up the Booking chip whenever any AI agent books an appointment.

A customer who texts a plain STOP, CANCEL or END is now opted out immediately every time, instead of occasionally staying opted in until a staff member caught it. Fixed an error that could occur when opting a customer out manually on stores connected to Promax.

A test drive booked on your website now sends confirmations, reminders and follow-up, creates the CRM appointment and alerts your staff, just like booking from inside the app. The first text back to the shopper now repeats the day and time they picked, so there is no confusion about when they are coming in.

The Live Chat setup screen now shows a single, current embed code with no version tabs or website provider dropdown to choose from. Existing installs keep working.

When a brand new number texts your main line, the conversation now attaches to that customer's existing record if we already have one, and otherwise creates a fresh lead right away.

A new Outbound caller agent can call new leads from the sources you choose within seconds, then on a set cadence until they answer, reply or book. It books appointments, schedules callbacks, honors stop-calling requests, leaves voicemails and texts after a missed call. Nothing dials until your store's agent is switched on. The agent's page now shows the legal calling rules every customer call foll

The AI no longer talks over a voicemail greeting and now waits for the beep or for the line to go quiet before leaving its message, so the whole message is heard. Only one voicemail is ever left per call. Leads with a Canadian address now follow Canada's calling hours instead of the hours tied to their phone's area code. Changing your store hours, holidays, time zone or outbound agent settings now

Every answer a shopper gives on a website form now lands where it belongs on the lead, including address, date of birth, income, housing, employment, credit history, down payment and self-rated credit. Website and ADF email leads now get an AI-written first text when the lead source has that turned on, built from the form they filled out, the vehicle, trade-in, requested appointment and their comm

A store that has not entered its hours is no longer treated as closed every day, so AI agents can still book appointments. Your outbound AI agent now knows the phone number it is calling from, so it can answer when a customer asks what number to call back.

Appointments scheduled in the Activity report now includes No Shows, since it reflects everything on the calendar for the period. Appointment rates are unchanged. Today's appointments on the dashboard now matches the Activity report exactly for the day. The Agent Scorecard in Report Builder now reads live activity, so leads touched, messages, calls, appointments and shows match User Stats instead

Picking a client in the Select Clients filter on the Blasts page no longer wipes out your results. You will now see the blasts for that client as expected.

Street traffic on your 3D lot now matches your store's clock and day of the week, with busy morning and evening rushes, a steady daytime, and a quiet overnight. Parked cars keep their lights off, the turntable stops spinning and dims once you're closed, and the weekend tube man deflates after hours until you give him a click.

The Activity card and the today numbers on your dashboard now use the exact same definitions as the Activity report, so the two always agree. Date ranges count back from your store's own today, and Last 7 Days now really means 7 days.

Staff who are subscribed to Leads SMS notifications are once again getting the You have a new lead text for leads that come in from your lead sources.

Facebook Messenger leads now show a Facebook tab in the extension side panel instead of a duplicate Note tab, so your team can reply to Messenger from the extension again. Live chat leads no longer show a stray Facebook tab in the extension.

Leads Touched, SMS Messages Sent, Facebook Messages Sent, Emails Sent, AI Button and Outbound Calls now read live using the same rules as the Activity report, counted in your store's time zone. Leads are no longer counted again on every day they were worked, and sent message counts are no longer running a few percent low. Scheduled messages only count once they actually go out.

Text segment counts are now recorded the moment a first text goes out, so roughly 2 percent of outbound texting activity and cost that used to be missing now shows up in the Messages report. The Messages dataset in Report Builder now pulls live data instead of waiting on an overnight refresh.

The 3D lot is no longer a beta - it is now the standard dashboard view for anyone whose browser supports it, with the classic lot still available as an automatic fallback or a one-click switch. If you already chose the classic view, we remember it, and you can hop between the two views whenever you like. The source colour legend moved out from under the traffic lane so it is easier to read, signs

Removed the harsh bright outline that showed up around clouds, rooftops and trees against the sky. Clouds now look soft and natural, shifting to grey when it is overcast or raining and slate after dark.

The inventory smart field now pulls the New Inventory link saved in your client settings, so customers no longer receive messages with a blank inventory link after you update it.

Last 7 Days on the Messages report covered 8 days and used the viewer's dates instead of each store's own day, which could wildly inflate text and lead counts. It now counts exactly the same way as the Activity report. The store pickers on the Activity and Messages reports now list only active clients.

Appointment reminders, follow-ups and the confirmation email with the calendar invite were quietly being skipped for many imported leads. They now send as expected. Adding a note to certain leads could fail - notes now save reliably. Imported leads now follow the Carly setting on their lead source, and new leads pick up the correct default settings instead of coming in blank.

Quick search now reflects a lead's current assignee and newest message within a minute, so results show the right owner and sort in the right order.

Duplicating or editing a blast always opens the up-to-date blast wizard, replacing the old copy page and reschedule pop-up.

You can now hide the lot animation with the eye button. The header shrinks to a slim strip with your greeting, date, stores and today's leads, calls and messages, and it remembers your choice next time you visit. The store selector on the dashboard now matches the compact picker used by every other widget, so switching between stores feels consistent. The 3D lot now behaves like a real street, wit

The Messages report is now built from live data instead of an overnight summary, so today's activity shows up right away and each store's numbers follow its own local days. Leads Messaged (previously labelled Leads) now counts each lead once, and the Appointments column matches the Activity report instead of being wildly overstated. Text counts now include every segment and all picture messages, i

When you upload a list, a company or business name column is now recognized and saved to the customer's record, so it shows up right in the conversation side panel instead of being dropped during import.

Merging leads is now limited to Agency Admins and DF Managers, with a new per-user 'Merge Leads' setting you can turn on for individual agents. Closed a gap where some users could merge leads outside of their assigned stores.

When a customer asks about a specific model by name, Carly and the inventory search on the conversations page no longer filter out matching SUVs, trucks and vans by mistake, so shoppers get the vehicles you really have on the lot.

Audio messages customers text in can now be played right in the conversation, and PDFs can be opened instead of showing an unusable placeholder. Videos that can't be played and photos that have expired now show a clear 'attachment unavailable' note instead of a blank player or a broken image.

When you type what you want the message to be about, the drafts now cover that topic instead of simply replying to the customer's last text.

Assigning a funnel to a lead with an unusable phone number, like a typo or junk number from a lead form, used to silently leave that lead in a funnel that never sent anything. Now the rest of the follow-up still gets scheduled, so your texts, emails, labels and status changes happen as expected.

Help and Guides now includes a short walkthrough of your inventory feed: how to get it set up, what your provider needs to send, the exact columns we expect, and how to confirm the feed is active and up to date.

Callers are no longer left stuck on hold music when a rep declines, misses, or hangs up during an AI transfer announcement. The caller is now handed back and routed properly. The online status on the web phone now reflects reality. Reps who are logged in actually get rung, even with multiple tabs open or after a laptop sleeps or Wi-Fi drops, so the AI no longer says nobody is available when your t

Replies sent from email apps that only send formatted text, such as Apple Mail, now save and show up in the inbox instead of creating empty threads. The Escalate window no longer errors out for certain leads and now pre-fills the right email addresses, with stray spaces trimmed from recipients.

The Appointment Booking option for VinSolutions now sits right in your store's Integrations settings under CRM Integration, so it is easy to find and save alongside your other integration options.

You can now decide, per store, whether a VinSolutions appointment is assigned to the lead's assigned salesperson or to the team member who actually booked it. Stores keep their current behavior until you change the setting.

Email drafts are now written like real emails, with a greeting, a few short paragraphs and a closing, and a suggested subject line when you are starting a new thread. Replying from the Awaiting response list on your dashboard now opens the same multi-option drafts panel you use in the inbox, so you can pick the wording you like with a single keystroke. You can now draft blast content with Carly ri

Stores on eLead can now pick which lead types come into Dealer Funnel: Internet, Phone, Showroom and Campaign. Nothing changes until you tick a box, so your current setup keeps working as-is.

Occasionally a VinSolutions update was processed more than once, which could create repeat timeline notes, duplicate sold records, duplicate service leads and extra funnel enrollments. Each update is now handled exactly once.

Draft with Carly now gives you three different takes on the same message - direct, warm and question-led - so you can pick the one that fits the customer. You can steer any draft with your own instructions, adjust tone, length and language, and refine a draft to be shorter, friendlier, more professional or end with a question. Carly can also polish wording you have already typed. Drafts show live

Every number on the Activity report now has a plain-English explanation, and the four rates also show the counts behind them, such as 412 of 1,280 new leads. New Facebook and Email sections show Messenger, comments, funnel activity and emails sent by Carly, with a live chat section coming soon. Messages now cover texts only and clearly separate what your team sent from automatic messages, so the r

The Soft Phone report was timing out and never finishing loading as call volume grew. It now loads quickly again.

Voicemails, hang-ups and no-answers no longer get a coaching grade. They keep their recap, summary, sentiment and next steps, but they will not drag down a rep's score in the call log, report builder or the conversation thread. Because only genuine conversations are scored, call coaching averages and the 'needs review first' list finally reflect real coaching opportunities instead of missed calls.

Just finished and Work the list now show each call's score at a glance, color coded so you can spot a great call or a rough one instantly. Unscored calls simply show nothing.

Dealer managers can now be given a Users tab in Settings to choose which menus, such as Blasts, Funnels, Users and Reports, their agents and service advisors can see. Every change is recorded for accountability.

Agency admins and dealer managers can once again opt a customer back into texting by moving them out of Dead status. Reps, funnels and bulk changes still cannot re-subscribe someone by accident.

A design pass across the dashboard: cards share one shape and header, titles line up, key numbers are consistent, up and down changes are much easier to read, and tabs are keyboard friendly. Pages load noticeably faster. The app downloads far less up front, cards further down the dashboard load as you scroll toward them, and charts now follow your light or dark theme instantly.

The store picker is populated again in the Showroom visit and Send video windows, on the Videos page, and in the user switcher. Single-store users get auto-selected as intended, and a newly created store appears right away.

In the Awaiting response reply flow, the shortcut keys for skip, mark as responded, open and Carly now work the moment it opens instead of typing letters into the message box. Press R or click to start replying, and a small hint shows which keys are active.

The bell keeps all of your unread notifications plus your 150 most recent read ones, so busy users get a much quicker, tidier list.

The old On the Line strip and Voice AI card are now a single Phones card: who is free to take a call, live calls with what is being said, the day's numbers for the team and Voice AI side by side, plus Needs a look and Just finished. Work the list walks a rep through one caller at a time, plays the exact moment of the call being quoted, plays voicemails, and explains why each customer is on the lis

A Voice AI transfer now shows whether it is ringing, who picked it up, or that nobody picked up, instead of just saying Transferring for the whole call. Transfers also name the department or person being called.

AI-written notes, such as a message a Voice AI agent took from a customer, are now marked as handled instead of deleted. The message and any teammate mentions stay on the lead. The delete button no longer jumps under your cursor right after marking an AI note handled, so you can no longer trigger a delete by accident.

Some dealership phone numbers were answering inbound calls with an application error. Those lines answer normally again.

Clicking an appointment on Today's appointments opens the lead right there in the sidebar instead of navigating away. The plus N more line is now a Show more button that reveals the remaining appointments inside the card, without the page jumping.

The dealership scene on the dashboard now has hidden surprises: click the sun, a cloud, a tree, a parked car, the pylon sign or the showroom door and see what happens. The scene reflects real life: nights look like night even in light mode, the lot empties and the sign reads CLOSED after hours, and the inflatable tube man now comes out Friday through Sunday with a much calmer, smoother sway.

The Leaderboard now ranks by one measure at a time, appointments, appointment rate, leads worked, texts or calls, highlights your own row, pins your place when you are on another page, and shows which store each person works at. Lead Sources now shows each source's share of the total plus a trend toggle. Appointment rates above 100 percent are gone. Busy agents' lead counts were being cut off, so

A redrawn dealership lot at the top where each car arriving is a new lead today, with today's leads, calls and messages, in and out, and gauges showing how far through the month and year you are. Click any number to see the leads behind it. Activity now includes calls alongside leads, messages, appointments and sold, each with its change against the previous period and a day-by-day view. Per-card

An emoji picker is now in the blast composer. Emojis in a blast used to go out to customers as a question mark, even when pasted in. They now send correctly.

When someone starts a live chat from a vehicle page, that vehicle now stays in the conversation — it sticks around after the first message, survives a page reload, and shows up in your inbox so your team instantly knows which car they were looking at. The card now appears on the dealership side of the thread, labelled so both the shopper and your staff can see it came from the dealership. Carly no

Reps using the soft phone now see a phone icon beside any number the browser extension spots — one click opens the side panel and dials. If the number belongs to a lead at another store, you get a heads-up instead so customers are never called from the wrong store's number.

The compact chat header used in the call log, appointments and the browser extension now shows the lead's status beside their name, and you can tap it to change the status without leaving the screen. Long names no longer push the buttons off the row.

Vehicle rules can now do more than adjust money: match on part of a trim name, choose which market value a car prices from, set a ceiling you will never pay above, and send anything outside your rules to an appraiser instead of quoting it. Full-size trucks with lots of trims, like the Tundra and F-150, could fail with a vague error after picking a trim. Those quotes now complete. The condition tie

We have quieted down the interface: one brand colour for identity, and every other colour now actually means something — green for success, red for urgent, amber for attention. Buttons, dropdowns, text boxes, modals, tables and tooltips also look the same everywhere, no matter which screen you are on. Accept and Decline on the incoming call card show their proper green and red again.

Calls to customers who have opted out are now blocked everywhere — deal cards, dialer search, recent calls, voicemail call-back and click-to-call — and your team is told why instead of the call simply going through. Numbers typed directly on the dialer keypad still work as before.

The 'VinSolutions contacted' setting had quietly stopped working since March, so leads your team had already contacted in VinSolutions kept receiving automated follow-up. Those leads are now flagged, noted on the timeline, and their funnels cancelled as intended.

Every number in the Activity report is calculated live from the source data using each dealership's own local days, so counts are no longer an hour off in winter and stores that were silently missing from the totals are included again. A New leads drill-down, plus each tile's drill-down now lists exactly what the tile counted and every column sorts. Clicking a lead opens the conversation drawer ri

The Leads list now has its own Status column and a new Assigned User column, every heading sorts across the whole list rather than just the page you are on, and the CSV export includes both new columns. Clicking a lead opens the conversation drawer without leaving the report. Last Incoming and Last Outgoing times were several hours off, and leads with no source were incorrectly labelled Facebook.

Reports landing tiles are about a third shorter, so Admin Reports is visible without scrolling. Quick action icons in Conversations — Funnel, Call, Appointment, Escalate, Summarize and Opt-out — are now much easier to see. Dashboard Lead Sources now has clear page controls with a '1-6 of 15 sources' count, so you can actually reach the other pages. The Voice AI widget's Today's pulse is now full-w

Live call cards now always name the dealership, even when only one call is live — handy for managers watching several stores. The header only shows a warning pill when something is actually wrong, and only the live call dot pulses, so the board is far less busy.

Opening chat from a vehicle detail page now greets the shopper with that vehicle's card and asks whether they have questions or want to book a test drive. Other pages keep the popular questions. The animated typing prompt in the message box now waits until the shopper has received a first reply, so the opening screen is calmer.

Picking a trim often produced a slow AI illustration instead of a real photo. We now look through all matching trims for an actual photograph, and hyphenated models such as F-150, CX-5 and CR-V no longer come back with no photo and no colour choices. Changing the paint colour keeps the current photo on screen while the new one loads, and the empty photo box no longer appears when there is nothing

Vehicle photos in the trade flow now load in a fraction of the time — we fetch a properly sized image instead of a huge one, and the page no longer waits on the photo library before responding.

A warm '👋 Hey there!' welcome replaces the old greeting bubble, and the starter questions now carry emojis for quicker scanning. Terms and About AI links now follow your dealership's brand colour instead of staying purple. The emoji picker rendered see-through with the questions showing through it; it is now a solid, properly styled popover. Adding a photo now uses a drag-and-drop area instead of

The Voice AI widget no longer lumps everything unaccounted for into a vague 'Handled' bar. Calls are now split into Answered by AI, Quick question, and Hung up or never spoke, so you can see which calls were real conversations and which were hang-ups, wrong numbers or robocalls.

The vehicle photo shown during a trade valuation now matches the customer's actual trim, so shoppers no longer see a stock illustration of a car that is not theirs. The colour a customer picks now carries through to the certificate and the guided photo check, so the example car they are asked to match is the right one. Trade photo-check shots now open in the familiar Lead Files viewer with labels

Trade valuations end on a single committed figure by default, matching what shoppers expect from other instant-offer tools. Stores that prefer a range can still choose it, and customers can now lock in at the top of that range instead of being pushed to book an appraisal.

Blast messages in a conversation thread again show the blast label and the staff member behind them, so they no longer look like a message an agent typed by hand.

When a live-chat visitor asks for a person, Carly's reply is now recorded in the dealer inbox and dashboard, not just shown in the website widget.

The Trade tab on a lead no longer crashes when the card loads. The condition rail now points at the grade the customer actually chose, so a Clean car is no longer shown sitting next to Rough. No estimate is shown until the customer has answered the condition questions, so the first number they see is one the store stands behind.

The trade tool, the chat launcher and the phone photo-check page all now use your dealership's brand colour instead of falling back to Dealer Funnel blue. Brand colours saved in an older format are now recognised, so stores that were quietly defaulting to blue are branded again.

Guided trade photos are now read automatically to produce a draft walk-around for the appraiser, listing what is visible, on which shot and how severe, priced from your own condition deductions. Appraisers can ask for a photo read on demand from the Trade Card, so cars whose photos were never read can still be assessed. Customers can optionally enter what they still owe and immediately see their e

Appraisal invites and counter-offers now show an editable preview of the message before it sends, with the customer link locked so it cannot be broken.

Every dial on the Trade strategy screen now has a plain-English explanation of what it changes, including how daily lookup credits and percentage adjustments really work. A locked trade number now always has an expiry, so a store is never committed to an old figure indefinitely. Trade and Call Coaching settings now use the same field styling as the rest of the app.

The Carly AI report now asks you to pick a dealership before it runs, so multi-store users no longer sweep every store by accident, and bulk actions stay inside the store you chose. Sortable columns and a clearer unavailable state, with a Try again option when the client list fails to load.

Long lists of alert recipients were being trimmed mid-address while still reporting a successful save, which quietly stopped some escalation emails. Saves now respect the real limit and tell you instead of dropping addresses.

Trade now uses a single car-key icon everywhere it appears, instead of three different car icons depending on the screen.

The live phone floor widget and report are now called On the Line, with a new icon. The Voice AI widget is now a live board showing AI calls in progress, including the agent, the caller and what stage the call is at. Why they called now shows real customer intents instead of internal codes. The LIVE indicator stays quiet when data is fresh, shows a clear age when it is stale, and refreshes when yo

A redesigned customer trade flow built around one number, with a real vehicle photo and an appointment picker that books a pending visit. A phone-first guided photo check, sent by text or opened with a QR code, with reference angles, blur and lighting nudges, and a live mirror so staff can watch shots arrive. Support for a customer with more than one vehicle, plus a refreshed Trade Card, inbox mod

Customers can get an instant trade-in value from a plate, VIN or year, make and model, describe their condition, receive a single estimate and book an appraisal, all without ever seeing your internal number. Set your own trade strategy, in-store appraisal tools, Value Watch for customers who want to track their value, plus a website embed with install detection. Trade stays off until an Agency Adm

Multi-store users no longer have to pick a dealership before the dashboard renders. The store picker is now an optional filter.

After a visitor verifies their emailed code, Carly now answers their original question by email and shows a short confirmation in the chat, instead of a generic how can I help. A visitor opting in to email now appears as a timeline event in the inbox, just like an SMS opt-in. Visitors no longer receive a second verification code email after they have already verified.

When a customer texts you a video, it now plays right in the conversation instead of showing a broken attachment, and texts that arrive with no words no longer disappear from the thread.

A new Live phone floor strip on the dashboard shows who is on a call right now, who they are talking to, the store, and a running call timer, with one-tap listen-in. The layout automatically tightens up as more reps get on the phone, so the whole floor stays visible at a glance. Live call cards now show the dealership name on its own line, plus an inbound or outbound arrow and an Open the lead sho

The AI receptionist now answers everyday questions like address, hours, website and pricing straight from your store's information instead of stalling with let me look that up, and asks before transferring a caller who only had a question. She greets the caller right away instead of waiting for them to speak first, and reliably hangs up after goodbye. Transfers feel much smoother: callers hear you

Generate with AI now drafts in English on threads with a non-English customer, so your team can read and edit the reply before it is sent. Customers still receive the message in their own language.

Website chat visitors can now identify and opt in with an email address by entering a 6-digit code we email them, just like the existing phone verification, so you can capture and follow up with visitors who would rather not give a phone number. Confirmation emails now come from your dealership. A visitor who asks to book before sharing their name and number no longer triggers a false Follow-up Re

Transferred AI calls no longer appear twice in your call history and reports, so call counts, the Impact Report and the recent call list all add up correctly, and more of those calls now keep their recording. The Voice AI report now shows a booking links texted count and correctly credits every call where a booking link was sent, including calls that also transferred.

Leads that come in from Tekion now store their customer record link, so when a customer opts out with us the opt-out is passed back to Tekion instead of the store continuing to message them from the DMS.

Summarize Conversation now builds a structured brief from the whole conversation the way you see it, including texts, Messenger, live chat, email, notes and call summaries, plus appointment history such as no-shows, reschedules and cancellations, and lead source. It also no longer errors out for many dealerships.

Incoming call pop-ups now show the ring group name and the dealership, so a rep can tell which team and store is ringing before picking up.

The dialer's Dial out of picker now lists numbers from every store a rep works, not just their home store, and the call actually goes out from the number they pick.

The phone floor report now shows the same live call detail as the dashboard, including who the rep is with, call direction, the store, a live timer and an Open the lead button.

Leads with a phone call in the timeline now open normally in the iOS app instead of showing an unexpected server error. When a shopper asks to browse inventory in live chat, Carly now reliably shows vehicle cards instead of asking more questions, and honors filters like used, SUV, sedan, under a certain price, or under a certain mileage, including when the shopper changes their mind mid-conversati

Callers on the new GPT-Live voice option hear the greeting right away, get connected on transfers with far less dead air, and no longer sit through repeated one moment filler.

The Voice AI report now opens with a summary band showing total inbound calls, calls connected to your team, calls handled by AI, and calls missed, so you can see your whole phone picture and your miss rate instantly.

Outbound calls that never connect, including no answers, busy signals and declines, now appear in the conversation Call Log for both the in-browser softphone and click-to-call, so nothing goes missing from the customer's history. Call coaching now only scores calls that actually connected, giving you a truer picture of coaching coverage.

When a transfer lands in a rep's voicemail, the recording message is no longer shown as if the rep were speaking. Transcript highlighting now stays in sync with the recording after a call is transferred. Transcripts no longer come up empty in the call drawer.

You can now choose a conversation platform for each AI phone agent. The new GPT-Live option speaks with its own natural voice roster and adds a speaking style setting so you can shape her tone. Existing agents stay exactly as they are unless you switch them.

A new Call Intelligence section in the Voice AI report shows what actually happened on every AI call: outcome mix, caller intent, sentiment and Deal Saver opportunities, all in one manager view. Unhappy-caller counts, Deal Saver categories and high-priority flags are now clickable, so you can jump straight from a number to the exact list of calls behind it, with active filters shown as removable c

Carly no longer repeats vehicle cards on every reply. Cards now appear only when a shopper is genuinely browsing, and unrelated makes are filtered out. A simple question like any Kia K5s now returns matching vehicles instead of coming back empty, because the search no longer adds filters the shopper never asked for.

Transferred calls that ring a group or team now produce the same three-speaker transcript as direct transfers, with the customer, Carly and the rep each labeled separately.

Creating a lead from the side panel now uses the same form as the web app, including duplicate email checking, the full language list, the email editor and clearer confirmations, and it opens the real conversation when you are done.

A scheduled message sent to a Spanish-speaking lead now shows your original English alongside the translation, so you can read what you wrote. When a live chat visitor asks to be called, a phone request notification is now raised and the lead is flagged as Call Required, so the callback is never dropped. Carly now steps aside on live chat whenever she hands off to a human for pricing, appointment

Transcripts for transferred AI calls now separate the customer, Carly and the rep for every store, with no setup required. Live transcripts from AI calls are now saved reliably, so transcripts and call recaps are more accurate instead of falling back to a rougher version.

When Carly texts a visitor a verification code, the widget now opens the code entry screen automatically instead of asking them to type it as a chat message. Once a visitor has switched to text, the keep this chat in your pocket card and the text me this chat option stay hidden on future visits.

An inbound AI call that gets transferred to a person now appears as a single call card with one recording in the lead's conversation, instead of several disconnected entries. Transcripts and speaker-split playback on transferred calls now show the rep who took the handoff as a third speaker, rather than lumping them in with the customer.

The Mentions inbox now shows your true open count instead of stopping at 50, and the list keeps loading as you scroll so busy users can work through hundreds of mentions. Keyboard navigation now scrolls the highlighted mention into view and loads more as you arrow down. The Deal Saver All filter now really shows all signals instead of only open ones, and notes no longer display a stray question ma

Carly's reply no longer disappears when it includes vehicle cards or the trade-in form, so the shopper sees the answer and the cards together. Verifying a phone number to continue by text is now faster and no longer times out on large accounts.

The extension popup has been replaced with a full side panel that stays open while you work, with a new inbox, call log and composer that match the web app, plus a clear prompt for granting microphone access.

Texting a lead about a vehicle now attaches the vehicle's real photo as a picture message, with a thumbnail so you can see exactly what goes out. Units without a photo still send as a normal text. Switching between blasts now reliably reloads the message and analytics panel, instead of showing the previous blast or a blank panel.

The voicemail greeting recorder on a ring group now appears only when the group actually sends unanswered calls to voicemail. The old phone hours setting has been removed from phone setup. After-hours handling is now covered by the more flexible ring group no-answer options.

A ring group's if no one answers behavior is now yours to choose: voicemail, ring another group, hand the caller to the AI receptionist, or forward to an outside number. You can also set how many seconds the group rings before giving up.

The chat widget's trade-in form now uses cascading Year, Make and Model dropdowns, so shoppers pick their vehicle instead of typing it. The Notifications dropdown on the client Alerts tab is no longer cut off by the table, so you can see and pick every option.

The Live Chat setup tab now previews the real widget your shoppers see, so what you configure is exactly what goes live. A showcase mode lets you see every part of the widget in action at once, including a sample Carly reply, vehicle cards, the trade-in form and the switch-to-text card. The in-chat trade-in form now uses guided Year, Make and Model dropdowns from the same vehicle list your team us

eLead leads whose primary contact is a BDC agent or internet salesperson no longer arrive unassigned. You can now choose whether eLead leads follow the Sales Person or BD Agent role right from the Integrations tab.

The widget was showing Closed today and an away status for every store that is not open 24/7. It now reads your posted hours and time zone correctly, and days marked open without set times show as Open today. Carly now uses a clean lettered avatar instead of a robot icon, and you can upload your own dealership avatar for the widget.

Shoppers can now fill out a quick trade-in form right in the chat, either by tapping the What's my trade worth chip or when Carly offers it. The details post into the conversation and save straight onto the lead's vehicle record. Carly now nudges shoppers who go quiet a couple of minutes after her last message, giving you another chance to keep the conversation alive. While Carly is looking someth

Your Google star rating and review count now appear at the top of the chat welcome screen as instant social proof. When a shopper starts a chat from a vehicle page, the widget shows a card for that exact car with photo, price, mileage and stock number. The composer now types out example questions to encourage shoppers to start a conversation. A clear notice tells shoppers that replies may be AI-as

Mouse users can scroll the inventory card strip sideways again with the scroll wheel. Shoppers verifying their phone number can now change their number or cancel instead of getting stuck with their messages going nowhere. An unexpected error no longer leaves a blank white chat box on your site. Shoppers see a simple reload message instead. The Find Us tab was rebuilt with a cleaner layout, an open

Your custom greeting, nudge setting and 24/7 availability no longer appear to snap back to defaults after saving. The setup form now shows exactly what is saved. Edit the widget greeting message, turn the proactive nudge on or off with your own wording, and flip on 24/7 availability so the widget always reads Online now. The setup tab was reorganized with clearer sections, per-setting help text an

The widget now leads with your real dealership name and monogram, honest online or away status based on your hours, warmer greeting and prompt chips, and a polished open animation. Switch to text is now a benefit-led card that appears at the right moment, plus a composer shortcut, so more conversations continue by text. A one-time, dismissible teaser appears on the launcher after a shopper lingers

Videos now upload and send reliably again. Anyone who tried to attach a video file or record one in the browser and got an error can go ahead and send them as normal.

When a customer sends a quick reaction to your text, such as 'Liked' a message, the AI assistant now recognizes it for what it is and stays quiet instead of firing off an unnecessary reply or escalation.

The Attach Video button in funnel email and text steps now closes the picker when you attach, keeps anything you already typed, and adds the correct watch page link instead of a raw file link. Video links in funnel emails are now clickable, and removing a video only removes the link rather than wiping your whole message.

The Files section on a lead conversation is now open to all users, not just agency admins.

The video editor now speaks plain English, with options like 'Reduce background noise', 'Reduce camera shake', and 'Show captions on the video' replacing technical jargon. Enhancements you make in the web AI Studio now save to your video library instead of disappearing when you close the window.

High-priority call signals such as an unhappy caller, a competitor mention, a missed appointment, or strong buying intent now flag the lead into your Flagged leads triage list, on top of the manager note you already get. Calls the AI already resolved are left out, and the flag clears itself once someone replies or calls back.

AI phone calls now highlight word by word as the recording plays, just like rep calls do. Talk time per speaker is now accurate on AI calls instead of showing just a few seconds for a long call. Flagged watchlist keywords now appear as clickable pills on a call. Click one to jump the recording and transcript straight to that moment. In the conversation thread, the speaker timeline is now the way i

Call transcripts now include a who-spoke-when timeline you can click or drag to jump anywhere in the recording, with each person's total talk time. Search inside a call conversation to find and jump between mentions, with the recording seeking right to each hit. Transcripts are more compact and easier to scan, and a rep's calls now show their actual name instead of a generic Agent label.

A recorded call in the conversation now shows a single tidy recap card with the score, sentiment, and a two-line summary at a glance. Expand it for the full summary, call goals, and one-click follow-up text draft.

The View transcript option no longer appears on calls that were never transcribed, so you stop opening it to find nothing there. Recordings still play as usual.

The agent drill-down on the Calls report now shows a short AI summary, a sentiment chip, and the 1 to 10 call score for each call, plus our full player with a synced transcript. The Call Coaching agent drill-down now includes the same word-synced transcript, speaker timeline, search, and talk time as everywhere else, loaded only when you open it.

Coaching cards now open expanded so everything is visible at a glance, call-type playbooks appear as tabs instead of hiding in a dropdown, and the Teach Your AI boxes match the rest of the app.

The AI service agent no longer goes silent when confirming a booking, sending an appointment link, updating customer info, or offering an advisor transfer. Hang-ups and transfers also stop getting stuck. The AI service agent no longer responds to its own greeting when a caller is on speakerphone.

Live chat now only builds View Details links to your own dealership website, and only confirms a vehicle as in stock when it truly matches your inventory.

Reel narration no longer says 'dollars' twice on a price, and now pronounces mileage, spec terms like AWD and MPG, trim codes, and tricky brand names correctly. The closing line of a reel is no longer cut off.

AI phone calls now reliably save a transcript, so keyword and Deal Saver detection run on them and the transcript viewer shows the conversation instead of saying there is none.

Call coaching settings now live in their own Phone Coaching area in client settings, covering live transcription, AI coaching, teaching your AI, keyword watchlist and Deal Saver, and rep practice, all in clear, titled cards. Phone Team is back to just your team roster and ring settings, and Phone AI Voice is now called Phone Voice Agents.

Inventory grid cards now show a hover photo carousel with a photo count, and the vehicle detail drawer shows the full gallery with next and previous plus thumbnails. Reels now use the vehicle's real photos from your feed instead of a single image or AI-generated stand-ins.

The music picker in the reel composer now loads properly. Pick the narration voice for a reel and preview it before you build. Creating a reel no longer fails with a 'Could not start the reel' error.

Every finished call is now reviewed for signals worth acting on, such as a missed appointment, a hot lead, an unhappy customer, a competitor mention, a service-to-sales opening, a price shopper, or a promised callback. High-priority signals alert a manager in real time with a supporting quote. A new Missed Opportunities tab on the Call Coaching report turns those signals into a manager worklist, w

Missed Opportunities and Keyword Hits now report on the day the call happened rather than when it was analyzed, so numbers line up with the rest of your reports. Keyword hits on AI calls now show the real moment in the call, so Play and the transcript jump to the right spot instead of the very beginning. Manager alerts only go to people who are currently on the store, and an alert that fails to se

Keyword hits now open the word-synced transcript scrolled and cued to the moment the phrase was said. Call Coaching is now split into Coaching, Call keywords, and Simulations tabs sharing one date and store filter, so rep practice has its own focused view. Call summaries in the drill-down no longer show stray formatting characters. Wording is now agent-neutral, referring to Voice AI Agents rather

Your keyword watchlist and objection rebuttals now actually save instead of clearing out after you hit save.

Recorded videos now play back properly instead of showing a black screen, save reliably, and offer trimming on the review screen. Recordings are converted so they play everywhere, including Safari and iPhone, and can be texted to a lead. Choose enhancements like background music, noise reduction, stabilization, or volume leveling right after recording and they are applied to your saved video autom

Client settings, Default Messages now has a Video Message card so each store can set the sentence that goes out ahead of a video an agent sends, with smart fields like first name supported.

Extra vehicle photos can now be added through the app, and they show up on inventory cards, the vehicle drawer, and reels.

Play a call and watch the transcript highlight along with it. Click any word or timestamp to jump the recording to that moment. Your watchlist phrases are underlined right in the transcript, with amber marking the high-profile terms that alert a manager. Transcripts are available from the lead conversation, the Voice AI report, and the Call Keywords report.

Set up a per-store keyword watchlist by typing words or phrases and pressing Enter, with a separate high-profile list that alerts the managers you choose. Calls are now scanned by meaning, not just exact wording, so a phrase like 'I need to get out of my lease' is caught by a term like cancel. High-profile hits mention your chosen managers on the call. A new Call Keywords report shows total hits,

A new AI Studio lets you trim a video, clean up the audio, add a music bed, level the volume, and burn in captions, plus an in-browser webcam and screen recorder. Inventory Reels create a narrated highlight video for a vehicle, complete with AI-drafted voiceover and background music, saved into your video library. Draft with AI writes a teleprompter script for you in the recorder. Translate a vide

The Replied count in your blast analytics now matches the number shown in the blast list, so the two views always agree. Unsubscribes are now labeled Opt Outs throughout blast analytics and recipient lists, matching the wording used everywhere else for texting.

The store picker on the Voice AI report now lines up neatly with the date filter, and the Calls and Booked trend lines use different colors so they are easy to tell apart at a glance.

When the AI assistant answers an inventory question in live chat, matching vehicles now appear as visual cards with photo, price, mileage, stock number, and a working View Details link, in both the customer chat window and your inbox, and they stay put when the conversation is reloaded.

The Voice AI report is now a single report that adapts to who is viewing it, with per-agent breakdowns, call recordings, sentiment, and a call-flow view showing how calls ended and where transfers went. Filter the call list by outcome (Booked, Transferred, Message, or No outcome) to zero in on the calls you care about. Receptionist agents now get metrics that actually fit their job, including mess

A new AI agent now uses its own name as its title, so your agents list reads by name instead of a generic label.

New blasts now start with Exclude Leads with Scheduled Messages turned on, so you will not accidentally text someone who already has a message queued. You can now clear an assigned funnel on a blast after picking one. Last Outgoing, Last Incoming, and Lead Created times on the recipients list now show the correct local time instead of appearing hours in the future.

Coaching suggestions no longer repeat the same tip over and over, draft texts never ask the caller for a phone number or email while you are already on the phone, and text suggestions only appear when the caller actually asks for one. Objection tips now use your store's own approved wording from your objection playbook. The book-an-appointment card only appears once the caller has proposed a real

Practice call recordings now load and play instead of getting stuck on Loading recording. Call goals in practice scenarios now check themselves off live and are scored correctly in the end-of-call recap, and report rows open the matching result.

Alert texts for new leads, escalations, appointments, and tags now send through a more reliable pipeline, so an interrupted run no longer silently loses an alert. The Tagged alert toggle now actually sends alerts when a lead gets tagged.

Calls answered by the AI receptionist now land in the inbox with a full summary, how the call ended, and the specific next steps a human needs to take. When an AI-answered call needs a person, it now creates a flag that shows up in your triage deck, banner, and notification bell, and clears itself once someone calls or messages the customer back. Transfer legs in the lead timeline now appear in th

The Impact Report now shows live AI team numbers for the period you are viewing, including calls answered, after-hours calls, appointments booked and booking rate, transfers to a human, customers sold within 30 days of an AI call, and estimated gross once your average gross is set. Click any of the AI team tiles to drill into the actual list of leads behind the number. Stores without a configured

A new coaching impact strip compares what happens after coached versus uncoached calls, including appointments set within 48 hours and vehicles sold within 30 days. Click any agent on the coaching leaderboard to open their individual calls with scores, recap narratives, call type, duration, and the recording player, sorted worst-first for review. The AI receptionist now has her own panel on the Ca

Browse your whole lot in Dealer Funnel with keyword search, multi-select filters for make, model, body style and condition, year and price ranges, live filter counts, sorting, and a vehicle detail panel. Text a lead about a vehicle right from the vehicle detail panel, with a pre-filled, editable message and a link to the listing. Copy a shareable one-line vehicle summary with its link from any car

A caller snapshot now sits at the top of the in-call panel showing lead source, last activity, last contact, and the AI's pre-call read, so you start every call oriented. Coaching tips now appear as a dismissible notification in the top right corner, visible even when the panel is minimized. Inventory and action cards stay pinned until you act on them, and tips hold on screen long enough to read.

Call Coaching settings now include an objection playbook where you can add up to 12 pairs of what the customer says and what your team says, so both live coaching and Ask Carly answer pushback in your store's own approved words.

A showcase caller practice scenario is now available on the simulation hub, using a real in-stock vehicle and its own goal checklist.

Connected calls are now recorded reliably, so dialer session connect rates no longer show 0 percent when every call was actually answered.

Bold, italics, underline, text color, alignment, bulleted and numbered lists, and links in funnel emails now survive all the way to the customer's inbox instead of arriving as a wall of plain text. Merge fields like first name now fill in correctly even when you styled or pasted them, instead of showing up as literal bracket text.

The bell is now a single front door for notifications, at-mentions, due reminders, and flagged leads, with tabs and counts for each category. Reminders get their own mini manager in the bell with All, Overdue, Upcoming and Done tabs and live counts. Mentions in the bell now have Open, Done and Sent tabs plus an inline quick reply, with Enter to send and a confirmation toast. Mentions stick around

Pick the language your AI receptionist speaks from English plus 14 others, and optionally let her offer to switch if the caller is clearly speaking another language. She only switches after the caller agrees, never on a stray word or accent. A new take a message only mode stops the receptionist from transferring anyone and has her capture a message instead. You can now name any AI agent whatever y

When Do Not Disturb is on, the header dot turns amber and the dialer explains that your browser will not ring, and calls you place will ring your cell to connect instead. You no longer get a misleading connection error and dead-end Reconnect prompt when your web phone has been turned off for your user.

Bulk Compose Message was removed from the lead list and the action dropdown was removed from the funnels Leads Assigned table, since those actions were not ready for everyday use.

Asking about hybrids, electric, or diesel vehicles now returns the matching cars on your lot instead of coming back empty.

You can now limit which front-desk departments or people each AI receptionist is allowed to transfer to, so she stays focused on just the lines you choose. Leave it empty and she can reach the whole front desk exactly as before. The receptionist responds noticeably quicker between turns, so calls feel more natural and less hesitant. A bigger, better-described voice catalog makes it easier to pick

If a transfer is declined or goes unanswered, the receptionist now remembers who was calling and why, so she picks up the conversation instead of starting over. When a caller corrects their name after a failed transfer, the correction is now saved to the lead and she keeps taking the message rather than asking how she can help all over again.

Clicking Take over the conversation now switches you into the message box right away instead of leaving you waiting several seconds.

Practice a call is now available to any staff member from the softphone, not just admins, so managers and reps can rehearse whenever your store has it enabled.

The receptionist can now answer questions about your store hours, including whether you are open right now, using the hours you set up on the Hours page. Trade-in vehicles and vehicles of interest are now saved separately on the lead, so a second vehicle no longer overwrites the first and the Vehicle of Interest section fills in properly.

The voice agents list now shows each agent's actual selected voice instead of a stale value, and the agent pages show the phone number the agent answers. The Voice AI report now includes how many agents are active per store with a breakdown by type, plus a click-to-expand view of every agent including paused ones. Names captured on a call are now filled in on leads that only had a placeholder, and

The Also match these words field now accepts full phrases with spaces, entered as tags, instead of silently stripping spaces. The Ring a person row now wraps properly so you can actually read the person you selected.

After a rep accepts a transfer, the caller is connected noticeably faster, and the familiar entry beep is still there.

When every ring attempt on a transfer fails, the caller is now rescued back to the receptionist to leave a message instead of sitting on hold indefinitely, and a missed-call alert is sent once per call. Transfer calls now dial and recover reliably on the phone account that owns the call, resolving stuck transfers. Messages taken by the receptionist always tag the lead's assigned salesperson.

Known callers can be routed straight to their assigned salesperson, to that rep plus a group, or through triage, and a salesperson's name can be used as a transfer destination. Callers hear hold music instead of ringing during person transfers, and the briefing and connecting lines are now spoken in your agent's own voice. Reps can accept a transfer by pressing 1 or simply saying yes, and can inte

Your AI receptionist can now take a message and hang up on her own — messages are saved right onto the customer's conversation as a note, including any teammates you tagged, so nothing gets lost. Choose how each agent hands off a call: a briefed transfer that screens for your team first, or a quick straight-through connect. If a transfer does not go through, the caller comes back to the receptioni

Saving or creating a voice agent no longer fails. Advisor and transfer phone numbers now display in a clean, readable format and pasted numbers with a country code no longer lose a digit. Four new voices to choose from, plus a cleaner notify-when-a-message-is-taken picker that reads correctly in dark mode.

When a ring attempt fails or is cancelled, the call now properly rolls to the next person in line, logs as a missed call, and sends the caller to voicemail instead of ringing forever. Reps answering a transfer from the AI receptionist now see the caller's name and what they are calling about.

The schedule time dropdown is no longer hidden behind the window.

DF Managers can now use Ask Carly for the stores they manage. Ask Carly can break down a lead source end to end — for example, of this month's Cars.com leads, how many booked an appointment, showed, and sold.

Agency-wide saved replies can finally be edited and deleted by agency admins instead of erroring out, and saving a reply no longer shows a failure message when it actually saved. The message box no longer changes text size when you click into it, which was most noticeable right after inserting a saved reply.

Agents can now see appointments they are co-assigned to.

The first lead in a call session now opens automatically instead of starting from the second call. A call the customer actually answered is no longer logged as a no answer. The active call session now has a clear dark session console that stays out of your way, minimized by default, so you have more room for the conversation. The softphone quietly refreshes itself when a login token expires instea

Deleting an uploaded file can now be undone from the success message, and restores show in the file activity log. Download all now includes photos customers texted in, and files in the zip get real, readable names instead of unreadable codes. Delete confirmations now use a clear in-app warning dialog.

Every file on a lead now gets a document type automatically — driver's license, insurance, credit app, proof of income and more — with a category filter and the ability to correct a label yourself. A document checklist shows what you have collected and what is still needed, and adapts to the deal type (finance, cash or lease), auto-filling from the deal when Opportunities is on. One tap drafts a f

A new Files pill in the conversation opens a full-width gallery of every file on a lead — agent uploads, texted photos and email attachments — in one place, and it now works from conversations opened in a drawer too. Upload files with drag and drop, with instant size and type checks, live progress, and retry on anything that fails. Switch between grid and list views (remembered per user), and card

Print a QR poster for your showroom so walk-ins can check themselves in from their phone — it creates the lead and sends your welcome text automatically. Returning customers are matched to their existing conversation instead of creating a duplicate, check-ins count as a store visit in your Visited filter, and a pending appointment is automatically marked as showed. Set it all up from the plus menu

Filter your inbox, choose Select all matching this filter, and send the whole list straight into a call session — no more clicking leads one at a time. When a filter matches more than one session's worth, pick the first 250 by priority or a random 250 so repeat sessions do not always call the same people. Getting a session ready now takes a couple of seconds instead of 15 to 20, with a real progre

Dialing sessions are now saved on the server with a session report, and a lead being called by one rep is locked so a teammate does not call them at the same time. A call you ended while it was still ringing is no longer counted as connected.

The softphone now reconnects itself after a laptop sleeps, the network blips, or a session quietly expires — so you no longer come back to a dead phone and miss calls. A clear Reconnecting state and a working Reconnect button replace the stuck spinner. Phone errors now use plain, brand-neutral wording that is safe to have on screen in front of a customer.

Redesigned the conversion funnel, activity, lead equity, blast pulse and AI receptionist widgets so they are easier to read at a glance, including a reply-rate bar on blasts and an on-duty status for the receptionist. The Messages Sent chart now fills in past months of history instead of only showing the current month.

A new live phone floor widget on the dashboard shows the calls happening right now, sorted so the longest-running ones are on top, with a ticking timer that turns amber and then red when a call runs long. Each active call shows which rep is on it and who they are talking to, and admins can listen in with one tap, then whisper, join, or leave. A footer strip shows who is currently available to take

Briefing transfers now update reliably. You will see the transfer move from ringing to connected right away, and the Complete button appears as it should instead of the call falsely showing as no answer. You now hear a ring tone while a briefing transfer is connecting, so you know it is actually trying, and it stops the moment the other person picks up. If you try to refresh, close, or navigate aw

Recorded greetings, including voicemail drops, per-number voicemail, phone menus, announcements, and ring group greetings, now play your actual recording instead of an application error message. Admins can convert all previously recorded greetings in one click from Phone Setup under Maintenance, so older greetings work without re-recording them.

The Send to step now uses a searchable single client picker, which matches how blasts actually send and prevents confusion when filters only applied to one client.

Website demo and text-me forms now submit in a couple of seconds instead of around 30, so fewer shoppers give up mid-form. The first text back to a website lead is now personalized with relevant inventory instead of falling back to a generic message.

Type @ in a note to pull a manager or teammate into a conversation. Replies stay threaded under the note, and a new Mentions inbox collects everything that's waiting on you.

Get mentioned on a deal and it shows up right next to your lead mentions: one place to check, nothing slips.

Work every deal from first pencil to sold on one board: move deals between stages, keep notes and files on the deal itself, and see at a glance what's stalled.

It answers the line, figures out whether the caller needs sales, service, or parts, and connects them. No phone tree, no hold music.

Hand off a live call and the person picking up gets an AI summary of the conversation so far. Your customer never has to start over.

Select a stack of leads and the dialer works them one at a time: hang up, log the outcome, and the next call is already queued.

Missed calls can land in a shared department mailbox instead of one person's. Whoever is free hears it and calls back.

Dealer groups can now set exactly who can make and take calls on each store's phone lines.

A new report shows every call the AI answered: what callers wanted and how each call ended.

Rebuilt dashboard widgets, including a live view of sold deals and, for stores on the pipeline, your deals in progress.

When you mark a lead Sold you can pick the real sale date, so a deal you close a few days into a new month still counts in the month it really sold.

Drill from a year, to a month, to every individual deal, including the sales that came back from leads everyone had written off.

Every recorded call now gets a single 1-10 score, so coaching starts from the same number no matter where you're looking in the app.

Carly reviews real calls and coaches on what to say next time, and reps can run roleplay calls against an AI customer before it counts.

A new review comes in and Carly writes a reply in your store's voice. Nothing posts until you approve it.

Get AI help while you're on a live call: suggestions grounded in the lead's history and your actual inventory, right when you need them.

Pick the data, view it as a table or a chart, export a PDF, and publish it to a store. No support ticket required.

Make and take calls without leaving Dealer Funnel: transfer, drop a voicemail, and find the recording on the lead afterward.

Press ⌘K (Ctrl+K on Windows) anywhere in the app to search leads and conversations and jump straight to them.

See exactly who a blast will reach (a sortable list of every lead) before you hit send.

Smoother embedding on your site and a dynamic welcome message for visitors.