Changelog

Follow up on the latest improvements and updates.

RSS

new

improved

Saas

Conversive

Release Highlights – 8th Aug 2025

LINE Campaigns — Now Even Smoother
If you’re already engaging customers on LINE, sending campaigns is now quicker, clearer, and free from distractions.
  • Pick the right contacts without hunting
    — the field menu now clearly shows your LINE fields.
  • Stay focused on your outcome
    — only see templates built for LINE so you can launch without distractions.
  • One-click reach
    — “Send to All” makes it effortless to broadcast to your entire LINE audience.
Your LINE campaigns still deliver — now they do it faster, cleaner, and with zero fuss.
Check out this step-by-step video guide to help you get started quickly.
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Search Conversations by the Hour, Not Just the Day
  • Pinpoint messages to the hour
    — search within a specific time window, not just the date.
  • Works wherever you do
    — available in SMS Magic and Conversive message history for all portal, Zoho, and Salesforce users.
  • Cut search time
    — skip entire days of messages and jump straight to the moment you need.
Check out this step-by-step video guide to help you get started quickly.
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Full-Access Trials for You and Your Team
Evaluating our platform is now a team sport. Your trial plan includes
5 user licenses and 1 admin license
, so your whole team can explore, test, and collaborate with
full access to every feature
.
  • Bring the team onboard
    — invite up to 5 users plus 1 admin to try the platform together.
  • Test without limits
    — every module and capability is unlocked during your trial.
  • See how it works in real life
    — run use cases, set up workflows, and collaborate as if you’re in production.

new

improved

Saas

Conversive

Release Highlights – 1st Aug 2025

🗑️
Clean Up with Confidence: Delete Unused Draft Automations
Maintain a clutter-free workspace by easily removing draft automation use cases you no longer need.
Stay worry-free
— your message templates stay safe and intact while only drafts are deleted.
Check out this step-by-step video guide to help you get started quickly.
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💬
Now Available: Campaigns, Templates & CRM Integration for LINE
You can now do more with LINE inside Conversive — from launching campaigns to sending personalized templates, all backed by your CRM data.
  • Add LINE to your campaigns
    – Reach customers using CRM-mapped fields like line_id
  • Smarter contact matching
    – Map LINE user IDs to CRM records for accurate delivery
  • Build reusable templates
    – Create LINE templates with CRM merge fields for personalization
  • New in Converse Desk
    – Send LINE templates (text-only) in 1:1 conversations for faster replies
✅ Deliver more personalized messages, reach the right contacts, and manage all your channels effortlessly from one place.
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🚀
Conversation Flow Builder Now Available Across the Automation Library
The visual builder for conversational automations is now out of beta and fully rolled out within the Automation Library.
  • No more Beta restrictions
  • Streamlined, drag-and-drop experience for designing conversation flows
✅ Design and launch automation journeys faster — now with a smoother, more visual experience.
Check out this step-by-step video guide to help you get started quickly.
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🔐
Smarter Access & Clarity for Masked Message Handling
Authorized users in Converse Desk now get real-time, seamless visibility into sensitive message content — while staying fully informed about what recipients will actually see.
  • Instant Access
    : View unmasked sensitive data in real time, without needing to refresh.
  • Clear Recipient View
    : Get notified when recipients receive masked messages, ensuring full transparency.
✅ This update empowers your team to handle sensitive conversations with greater confidence, accuracy, and security.
Check out this step-by-step video guide to help you get started quickly.
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🗂️
Streamlined Campaign Approval for Faster, Safer Launches
Gain more control, transparency, and flexibility with enhanced campaign approval workflows — designed to help teams launch campaigns confidently and on time.
  • Submit & Review with Ease
    : Creators can submit campaigns for approval; approvers can approve or reject with comments for clear collaboration.
  • Stay in the Loop
    : Automated email alerts keep creators and admins informed at every step.
  • Track with Confidence
    : Detailed audit logs offer full visibility into approval history and actions.
  • Flexible Workflow Settings
    : Admins can turn approvals on or off directly from the settings panel.
  • Smart Holiday Handling
    : Choose whether recurring campaigns send, skip, or reschedule on holidays — default is set to reschedule.
✅ These enhancements improve team coordination, reduce errors, and ensure every campaign meets your standards before going live.
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✍️
Clearer Message Creation with Improved Field Labels
We’ve simplified the phone number input field in the “New Message” action to make sending messages faster and error-free.
  • Clearer Field Labels
    : Easily identify the correct input field — no more second-guessing.
  • Fewer Mistakes
    : Reduces confusion and minimizes the risk of entering the wrong recipient details.
  • Optimized for Daily Use
    : Enhancing efficiency and ease for agents working in Converse Desk.
✅ A thoughtful enhancement that boosts speed, accuracy, and confidence in every message you send.
Screenshot 2025-07-30 at 5

new

improved

Saas

Conversive

Release Highlights – 18th Jul 2025

🕓
View Full Messaging History in ActiveCampaign with Conversive
Customer-facing teams using Conversive on ActiveCampaign can now view complete message history — including SMS and WhatsApp — right on the contact detail page. This update brings full visibility into past conversations, helping teams engage with more context and confidence.
What’s New:
💬
Conversation History Panel
: Displays all messages sent and received via Conversive.
🔄
Full Timeline
: Includes sender, receiver, timestamps, and message channel (SMS/WhatsApp).
📡
Real-Time Updates
: Automatically reflects the latest interactions.
🔍
Clean View
: Shows “No messages found yet” when no history exists.
👤
Ideal for
:
Sales and marketing professionals using Conversive on ActiveCampaign who need clear, centralized access to all customer conversations.
Screenshot 2025-07-10 at 5
Screenshot 2025-07-10 at 5
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🧪
Safe Testing Made Easy: Switch to Sandbox with Simulator App
Testing automations, messages, and templates just got safer. Admins, QA teams, and end users can now switch from their live Production environment to a Sandbox — using the same credentials — to test freely without risking real data.
What’s New
:
🔄
“Switch to Sandbox” Button
: Now available directly in the Production UI.
🆕
Instant Setup
: Sandbox is auto-created with the same license, roles, and permissions.
🧩
Controlled Access
: Admins decide which users get access to the Sandbox.
🚫
No Risk to Live Settings
: Core platform configurations are disabled or view-only.
🔐
Isolated Environment
: All Sandbox data is kept completely separate from Production.
🏷️
Visual Labeling
: The Sandbox is clearly marked to avoid confusion.
👤
Ideal for:
Admins and QA teams managing tests, and end users validating workflows — without touching live customer data.
Check out this step-by-step video guide to help you get started quickly.
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🕒
Smarter Business Hours & Holiday Scheduling Now in Conversive and Portal
A top customer request, now available in Conversive and SaaS.
Managing message timing just got a whole lot easier. Business users can now define working hours, schedule holidays, and control when messages are sent — all tailored to time zones, shifts, and regional needs.
What’s New
:
Set Weekly Business Hours
  • Define operating hours for each day of the week — ideal for teams with varied schedules.
  • Add multiple time slots (e.g., 9 AM–1 PM, 3 PM–6 PM) to reflect real-world breaks or shift changes.
  • Overnight operations? Cross-day support like 9 PM–6 AM is built in.
🌐
Smart Time Zone Handling
Assign your local time zone during setup — Conversive auto-converts to UTC behind the scenes, ensuring messages go out exactly when intended.
📅
Plan for Holidays in Advance
Create holiday lists (e.g., Diwali, Independence Day, Christmas) to automatically pause messaging. Holiday schedules override regular business hours, so you’re always covered.
🧠
Smarter Campaign Delivery
Campaigns now respect your business hours — ensuring messages are delivered when customers are most likely to engage. Global brands can send based on each customer’s local time zone.
🛠
More Flexibility and Control
  • Add or edit business hours and holidays anytime. 
  • Real-time validation prevents overlaps or conflicts.
  • Filters make it easy to manage regions in multi-country setups.
👤
Great for
:
Global teams, campaign managers, customer support, and anyone who wants more precise, automated control over when messages go out.

new

improved

Saas

Conversive

Release Highlights – 27th Jun 2025

🌳
Get Instant Clarity with Tree View Previews for Your Conversation Flows
Build end-to-end, error-free automation faster. With Tree View in Flow Builder, you can visually preview your entire conversation flow and understand branching logic at a glance. This makes it easy to spot errors, understand logic paths, and fine-tune engagement before going live.
Why It Matters:
✅ Visualize your entire conversation logic instantly with a clean tree structure
🔍 Gain complete visibility into every message, input, API, and decision point
🌿 Identify key flow elements like start/end points and lead captures at a glance
🔄 See how your flow adapts across SMS, WhatsApp, and Webchat in real time
🧠 Review faster, reduce errors, and confidently go live—even with complex flows
👤 Best for:
Admins and Flow Designers managing multi-channel conversations at scale.
Check out this step-by-step video guide to help you get started quickly.
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🛡️
Recover and Control Sensitive Data—Without Compromising Compliance
Stay audit-ready while keeping conversations intact. New admin controls make it easy to mask, recover, and monitor sensitive data across every messaging channel, ensuring secure operations in regulated industries.
Why It Matters:
🔐 Granular access controls let you grant or revoke recovery rights by user or role—so you're always in charge.
🧩 Regex-based masking that automatically detects and masks sensitive data like medical records, case IDs, account numbers, and more.
📨 Cross-channel coverage that applies masking across outgoing, incoming, and web chat messages, wherever conversations happen.
🧵Maintain flow and context by retrieving masked data only necessary.
📋 Transparent tracking that logs every masking and recovery action with a full audit trail.
📦 Compliance-ready protection with built-in masking, encrypted storage, and secure recovery options.
👤 Best for:
Admins, Compliance Officers, and teams in healthcare, finance, or education managing regulated data.
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🚀
RCS Setup via Nexmo Is Now at Your Fingertips
We recently rolled out
Two-Way RCS Messaging via Nexmo
— bringing richer, more dynamic conversations to your customer communication. Business users and admins can configure everything directly from the
Conversive Integration Directory
, with clear guidance built into the flow.
Here’s everything you need to get it up and running
:
🔌 Choose Nexmo as your RCS provider
🔐 Authenticate securely using your Nexmo API credentials
📞 Select and activate your RCS number from the available options
📶 Check real-time connection status (e.g., Connected)
💬 Start using your active RCS sender ID in Campaigns, Converse Desk, and Automation
👤
Ideal for
: Business users, messaging admins, and marketers looking to launch RCS messaging quickly, without any back-and-forth.

new

improved

Saas

HubSpot

Conversive

Release Highlights – 13th Jun 2025

📎
Customize WebChat to Match Your Brand and Compliance Needs
Easily control whether customers can upload files through your WebChat widget—no dev work needed.
Now you can enable or hide the attachment button based on your business rules, customer journey design, or compliance requirements.
What’s in it for you:
✅ Show or hide the attachment option directly from the UI
🙈 Remove distractions or reduce data-sharing risks by hiding the icon
📎 Enable uploads when it enhances customer interactions
🎯 No impact on other WebChat features—everything else stays seamless
Ideal for:
Built for admins managing a webchat experience that aligns with industry regulations, brand UX, or user intent.
Screenshot 2025-06-11 at 2
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🔗
Deliver Smarter, More Personalized Campaigns with HubSpot Custom Object Support
Leverage your full CRM context to create more relevant, data-rich conversations.
Conversive and the SMS Magic portal now supports HubSpot custom objects—so you can pull in the right fields, personalize with deeper relationships, and streamline workflows.
What you can now do:
🔄 Auto-resolve contact details from linked objects when fields are missing
🧩 Use fields across both custom and standard HubSpot objects
💬 Insert these values into messaging templates, campaigns, and automations
🎯 Personalize at scale, even with complex object relationships like Member → Owner → Email
Perfect for:
Marketing, sales, and service teams looking to elevate their outreach with better segmentation and precision targeting.
Check out this step-by-step video guide to help you get started quickly.
🔘
Create Smarter WhatsApp Experiences with SmartPing
Enhance your CRM-fueled conversations with greater flexibility. SmartPing now supports up to 10 customer-facing buttons in WhatsApp message templates, making every message more informative, interactive, and outcome-driven.
✅ Reduce customer effort by offering multiple next steps in a single message
✅ Orchestrate richer lifecycle messaging across campaigns, support, and automated flows
✅ Drive faster resolution and operational efficiency across journeys
👤 Designed For: Marketing, support, and automation teams using CRM-triggered automation to engage customers on WhatsApp
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🧩
Now Introducing: Conversive Web Extension for Faster Response Management
Maintain momentum and never miss a message. Conversive’s Web Extension gives agents instant access to their CRM-native conversational workspace, helping them manage inquiries in real-time without tab switching or workflow disruption.
✅ Improve response speed and agent productivity
✅ Support AI-assisted response management directly from your browser
✅ Minimize distractions and keep teams focused on high-impact work
👤 Designed For: Agents and operations teams who need fast, streamlined access to customer interactions
💬
Reach Customers on LINE – Now Live in Conversive and SMS Magic
Meet your customers where they already are – on one of the world’s most popular messaging apps. With LINE now integrated, your team can connect faster, support smarter, and build trust in real-time.
Real-time engagement
– Instantly view and reply to LINE messages from Converse Desk
Effortless setup
– Go live on LINE in just a few clicks
🚨
Stay on track
– Get instant alerts for any setup issues
🔁
Flexible scalability
– Manage multiple LINE accounts with ease
🙋‍♂️
Perfect for customer-facing teams
that want to deliver instant, on-channel support without switching tools
Screenshot 2025-05-26 at 6
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🎤
Make Conversations More Human with Voice Notes
Add warmth, clarity, and context to every customer interaction. With support for voice notes in Conversive, your team can build trust, explain complex issues faster, and connect more personally on WhatsApp and RCS.
🎙️
Record and preview
before sending, so every message hits the right note
🎧
Instant playback
within the app – no downloads, no delays
Cancel anytime
– full control at your fingertips
📏
Reliable delivery
– with smart checks to ensure messages go through smoothly
🙋‍♀️
Ideal for teams handling high-touch interactions
— like support escalations, sales follow-ups, or onboarding walkthroughs
Check out this step-by-step video guide to help you get started quickly.
🚫
Block Messages to Opted-Out Recipients
Automatically block messages to opted-out contacts so your team avoids compliance issues and saves time fixing failed sends. Converse Desk now blocks messages to opted-out contacts and alerts you instantly, making outreach smoother and risk-free.
✅ Instantly blocks outgoing messages to opted-out contacts—no manual checks needed
📣 Real-time visual alerts in the interface when a recipient has opted out
👤 Especially useful for: Compliance Managers, Admins monitoring opt-outs, and Agents handling high-volume outreach.
masked
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🔔
Stay Updated with Real-Time Notifications (Conversive)
Avoid delayed responses and missed opportunities while staying on top of every conversation. Get real-time alerts as soon as your team receives new messages or assignments without switching tabs.
✅ Receive instant alerts for:
📩 New messages, complete with previews and contact details, so you always know what’s waiting.
👥 Message assignments that show both the sender and the new assignee, helping avoid confusion or delays.
🕒 A clearly organized feed with timestamps and visual icons to help you prioritize quickly.
👁️‍🗨️ Mark what you've seen as read, either one at a time or all in one click.
👤 Great for: Busy Agents and Team Leads who need to stay on top of conversations in real time.
Notificaitons
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🚀
Two-Way RCS Messaging via Nexmo is Now Available in Conversive and SMS-Magic
You can now send and receive rich RCS messages through Nexmo within Conversive and SMS-Magic. Whether you're running a campaign or handling customer support, create high-impact conversations using images, videos, quick replies, and more. Everything happens in your customer’s default messaging app with no extra downloads.
What you can do:
📥 Receive and reply to incoming RCS messages in your Conversive inbox for real-time, two-way communication
🖼️ Send rich content like images, videos, and PDFs from Converse Desk or Campaigns for more engaging messaging
🎛️ Guide conversations with quick replies and interactive buttons that drive faster responses
📲 Reach customers in their native messaging apps, removing friction and improving open rates
🧩 Unify channels by managing SMS, RCS, and more from one central inbox for smoother workflows
👥 Perfect for teams using Nexmo who want to create seamless, branded messaging experiences across marketing and support.
📎
Easily Collect and Share Files on Campaign Landing Pages (Conversive)
Keep new conversations flowing seamlessly with file attachments. Now you can receive and share files directly from your Inbound Campaign Landing Page, making it easier than ever to engage users and capture necessary documents.
✅ Streamline intake with the ability to collect key documents like files
📁 Accepts PDF, DOC, DOCX, JPG, PNG, JPEG, MP4
👤
Perfect for
: Agents and Customer Support
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Simplify Zoho Onboarding with One-Click URL Copy (Zoho Getting Started)
A faster, simpler way to get started with Zoho! Copy your app URL with just one click during setup, eliminating errors and saving time.
🚀 Get up and running quickly with fewer setup steps
👩‍💻 Reduce onboarding mistakes and minimize support needs
🧠 Save time for new users and admins alike
👤
Great for
: Admins, IT Teams, and New Users
Screenshot 2025-05-08 at 5
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💬
Personalize WhatsApp Campaigns with Custom Merge Fields
Take your WhatsApp campaigns to the next level with dynamic, personalized messages that resonate with your audience.
📈 Increase engagement with custom, data-driven messages like appointment dates or names
🔄 Easily map fields during campaign setup for quick customization
👤
Ideal for
: Campaign Managers & Marketing Teams
Our brand-new
Inbound Campaigns
feature lets businesses capture leads and inquiries instantly through
custom keywords
and
QR codes
via WhatsApp or SMS.
How It Works:
📌 Businesses generate a unique keyword (e.g., JOB123) or a scannable QR code.
📌 Customers see the keyword or QR code in ads, promotions, or social media.
📌 They either text the keyword or scan the QR code to engage.
📌 Conversive automatically adds them as a contact and tags them accordingly.
📌 Businesses can trigger automated workflows like responses, profiling, or follow-ups.
Why You’ll Love It:
Frictionless Engagement
– Customers can connect via text or a simple scan.
Automated Lead Capture
– No manual work—contacts are added and tagged instantly.
Seamless Follow-Ups
– Trigger pre-set workflows for faster responses and conversions.
Secure & Scalable
– Ensures efficient, reliable, and well-organized customer interactions.
Start using
Inbound Campaigns
today and transform customer engagement! 🚀
To get this feature, please email us at care@beconversive.com
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