February 2025 Release Notes

New Support Feature: In-App Chat

We’re making support smarter, faster, and more convenient with our brand-new in-app chat feature. You can now connect directly with our support team without leaving the platform, getting real-time assistance whenever you need it.

No more emails, no more back-and-forth calling—just instant access to the help you need to keep your workflow moving.

Engagement Letter: Unlock to Edit

New functionality allows companies to permission-lock editing access to the Engagement Letter Editor to specific roles, providing even more control over who has the ability to edit templates.

Please reach out to your Customer Success Manager if you would like to learn more about enabling this feature.

Additional Updates

•     Updated variables in the Base Engagement Letter Template to improve duplication and ease of use when setting up new letters in the Letter Builder.  

•     Various configuration, security, and bug fixes.