The new AI Ticket Summary feature and updated AI chatbot are now live in all accounts! February brought GreenRope many updates to keep the system current with popular requests and necessary improvements. From AI to invoices, tickets, and more, the development team has been hard at work to bring you all the features you need to create the most effective workflows. Dig through our updates for your monthly CRM renovations!

AI Updates

Communicate > AI Chatbot - website crawler will now automatically descend into linked pages (keeping the browser open while it crawls and builds prompts)

Communicate > AI Chatbot - chat engine now uses embeddings and fine-tuning to ensure responses better adhere to the custom knowledge base/prompts

Communicate > AI Chatbot - web based chatbot now has "Talk to Me" for pure speech recognition interaction

Website > Blog > AI Blog Generator - images created for automatically generated blogs are added to the Media Library in a folder "AI Blog Images"

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Apps > Ticketing - when editing ticket summaries, a new AI button will suggest 5 summaries for the ticket based on all the updates for that ticket

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Workflows

Workflows - when using the Assign To or Append To contact data fields, workflows now support contact placeholders and dynamic placeholders

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Workflows - can assign or append an event date or date/time to any field with new placeholders

Workflows - can append to contact or company notes

Invoices

Settings > Account > Settings > Quote/Invoice Settings - you can specify custom templates for quotes and invoices and use placeholders in the templates.

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Invoices - can now be transferred to other contacts

Calendar

Calendar - to reduce clutter, tasks from completed projects only show the task completion date if the task has been completed

Calendar > Booking Calendar - in Settings > Calendar, you can now have the 3 custom fields and also collect the contact's title and company

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UI Updates

New accounts are created with the Soft user interface theme unless defined in a model account

Media Library - UI redesign of the Media Library screen launched with minor adjustments to search at the top of the screen

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Ticketing

Apps > Ticketing - you can now assign multiple contacts to be auto-assigned for a ticket, where it will round robin the ticket assignment

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Projects

Apps > Projects - Gantt chart date range now stays persistent when you navigate away from it

Integrations Page

Settings > Account > Integrations - integrations at the top of the screen were reordered, so Stripe is on top, then Authorize.net, then Paypal

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Share: https://www.greenrope.com/blog/Blog875/February-2024-System-Updates

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February 2024 System Updates