October 2024
Product Updates of October 2024
NeoDove came up with the following updates in the month of October
Restricted "View Organization" Access for Super Admins
To enhance security, NeoDove team members (Super Admins) will no longer have direct access to a client's organization without OTP verification.
This ensures better control over sensitive data.
Improved Phone Number Search for Agents
Previously, agents could only search leads by the primary phone number.
Now, agents can search for leads using both the primary and alternate numbers, expanding the search functionality and improving lead accessibility.
Feature Enhancement in Facebook Integration
We have added the capability to select the FB lead forms along with the FB page selection. This will increase the scope of the integration and customers can keep customized contact fields in different FB lead forms.
For example, on a single Facebook page, customers can keep one form in English and one in Hindi, both of which can be integrated with contact field customizations.
"Assign to Myself" Feature for Unassigned Leads
We've updated the process for handling unassigned leads to prevent conflicts. Now, users must click "Assign to Myself" before they can call, edit, or dispose of the lead.
If the lead is no longer unassigned when a user tries to assign it, they won’t be able to continue working on it, eliminating the risk of multiple users acting on the same lead simultaneously.
Indiamart PUSH Integration Update
The Indiamart PUSH integration has been upgraded to the latest version.
Users can now easily enable integration by copying the provided URL from NeoDove and adding it to Indiamart.
Enhanced Indiamart PULL Integration
Our enhanced Indiamart PULL integration now fetches new inquiries every 5 minutes, ensuring a seamless and up-to-date flow of leads into NeoDove.
Agent Report Redesign (Portal + App)
We’ve redesigned the Agent Report on both the portal and the app, making it easier to access, analyze, and track agent performance.
Improved Walk-in Lead Process
We’ve added clarity to the process of adding walk-in leads, addressing concerns around duplicate entries.
Now, users will be notified if the lead they are adding already exists, and they can choose whether to create a new lead, merge it, or ignore the duplicate.
Report Sharing for Admins
No more manual report sharing! Admins can now easily share reports directly from NeoDove via multiple channels such as WhatsApp or email, saving time and streamlining communication.
Enhanced Download Report Functionality
We've revamped the report download journey, allowing users to download specific views and columns.
Additionally, the format of the downloaded files has been improved for better readability.
Call Log Enhancements – Lead Stage Filter
Admins can now filter call logs by lead stage on the admin portal, making it easier to track and manage calls based on lead progression.
Email Search in "Contacts" Module
Users can now search contacts by email ID, in addition to other basic details, streamlining the search process in the Contacts module.
Onboarding Journey Hidden
The onboarding tour has been disabled for now, improving the user experience for those already familiar with the platform.
Dashboard UI Enhancements
The dashboard now includes live agent tracking and campaign stage data, providing a more comprehensive overview of activity and performance.
Missed Calls Handling
For users leveraging NeoDove’s cloud telephony services, missed calls are now managed more effectively.
When a customer calls and the call is missed, the relevant user is notified and can quickly return the call to increase conversion chances.
Missed calls will also be visible in the call logs, both for agents and admins.
User Section UI Revamp
The "Manage Users" section on the Admin Portal has been redesigned for better user management.
The previous table view is still accessible, but the new layout is more intuitive and prepares the system for future updates like User Profiles.
Automatic Google Sheets Data Sync with NeoDove
This new feature facilitates the seamless automatic push of data from Google Sheets to NeoDove, ensuring real-time data capture.
A new add-on will be integrated into Google Sheets, designed to trigger data transfers based on specific events.
This enhancement will streamline the workflow, allowing for effortless data management and timely updates in NeoDove.
Note: The release may be delayed because of the app verification process of the Google.
Adding Date & Number - Data Types - CCP
Users can now add date, and number data types.
This flexibility allows for enhanced searching and filtering of the contact data, ensuring easy accessibility of information.
With these new data types, customers will be better equipped to tailor their outreach and improve their customer interactions.
Campaign Stage Report (Without Date Filter)
This report allows users to view the stage-wise lead count for each campaign.
By gaining insights into how leads progress through various stages, users can fine-tune their strategies and ensure that campaigns are as effective as possible.
User Report
This is an all-in-one user report.
This update centralizes critical metrics and insights related to users, allowing users to evaluate performance and engagement in a streamlined format.
Paused Campaign Segregation
Users can now easily differentiate between paused and active campaigns in the advanced filter of lead summary report.
Webhook: Call Duration + Call Recording Capture
Users can now capture both call durations and recordings in third party tools for each disposition through workflow.
This update allows users to have a more comprehensive view of their call interactions, enabling better analysis and improved follow-up strategies.
Workflow Enhancement
Now, you can add multiple "WhatsApp API" and "Bulk SMS" accounts in the CRM.
This enhancement allows you to trigger messages from a specific WhatsApp API or Bulk SMS account of your choice.
Custom Date Range Filter: Agent Report (Portal + App)
Agents will be able to filter their reports by a custom date range, available both on the web portal and mobile app.
Capture Start Calling Time in List View Disposition
We've introduced the ability to capture the start time of a call when users dispose leads directly from the list view.
This helps with more accurate tracking of calling time.
Other Services: Cloud Telephony Page
We’ve added a static page to provide more information on our Cloud Telephony service, similar to the existing WhatsApp API page.
Total Count in Downloaded Reports
The total count of records will now be visible in all downloaded reports, giving users a clearer overview.
Section Name on Walk-in Lead Form
Agents will now be able to view the section names in custom lead forms on both the app and web platforms.
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