September 9, 2021

You can choose whether to separate CPaaS resources--like flows, campaigns, and lists, as well as data resulting from SmartFlows transactions--by subaccount or maintain enterprise-level ownership of all resources. To open the management page, log into the Customer Portal and click Enterprise Settings > Sub-account CPaaS Management. For more information, check out Managing and Using Sub-Accounts.

The following enhancements were made to List Management list modification page:

• Use the Select Action drop-down menu to add a new field, append, or add new records to your list. This menu replaces the previous buttons for each of these list modification actions.

• Choose Delete All Records from the Select Action drop-down menu to archive all records in a list.

• If your list includes many headers, you’ll now see a scroll bar at the top of the table to ensure all columns can be viewed. Previously, the scroll bar only appeared at the bottom of the table.

If you’re inactive and your working session expires, you’ll now be redirected back to the portal login page. Previously, a “not authorized” page appeared if you tried to access a feature after your session expired.

The Choose Number/Variable pop-up window was updated to always display the search, tabs, and table headings at the top of the window, and the Save Number button at the bottom of the window, as you scroll through available numbers.

Insights can now load dashboard widgets based on subaccount data. In this way, you only see and manage the data assigned to you.

The new Compute action is now available. Use this action to perform mathematical operations (i.e., Add, Subtract, Multiply, or Divide) within your flow. Select the Operation you want to perform and Input values and variables as appropriate.

The new String Operations action is now available. Use this action to perform string operations (i.e., Substring, Position, Length, First, Last, or Concat) within your flow. Select the Operation you want to perform and the Variable values as appropriate.

Scroll bars on the Flows and Assignment pages and table pagination on the Audio Library and Assignment pages were updated to ensure table items can be viewed and accessed as expected.

When you change the Name associated with an action, the modification warning message now includes a check box allowing you to skip the warning for subsequent Name updates.

When you click the Copy Action button, you’ll no longer see the copied successfully message. If you copy and paste actions via keyboard shortcuts, a copied to clipboard success message appears, but you don’t have to interact with the message (i.e., exit out of the message) to continue building your flow.

You can now add new audio files to the Audio Library within a flow. For actions with audio capabilities, click Configure Audio in the configurations panel to open the Audio Settings pop-up. Click Audio Library on the right, followed by Choose File, to upload a new WAV audio file. Once you see the upload success message, the file can be used within your flow and will automatically appear on the Audio Library page.

Note: You can only delete an uploaded audio file from the Audio Library page.

The Number Assignment pop-up window was updated to always display the tabs, search, and table headings at the top of the window, and the pagination at the bottom of the window, as you scroll through available numbers.

The Lists actions (List Lookup, Add List Item, Delete List Item, and Update List Item) can be used with private lists, even if you are not the list creator. For example, you can use the Add List Item action to add customers to an opt in/out list even if the list was created by someone else on your account and is private.

The following updates were made to the Transfer action:

• The Enable DTMF Accept/Reject check box is now available. Select this Input to allow the called party to accept or reject the transferred call. Then, in the Menu Digit section, specify which digits correspond to accept and reject. If the digit corresponding to accept is pressed, the flow will follow the Accept/On Answer path. If the digit corresponding to reject is pressed, the flow will follow the Reject/No Answer path.

• The VM Detection check box is now available. When this Input is selected a new port for the On Voice Message path will appear. You could use this path to play a pre-recorded audio file if the transferred call goes to voice mail or send the call to someone else.

• The Specify Digit to Enter Private Channel field is now available. Select this Input to temporarily move the caller to a private channel, where they can input sensitive data that is masked from the called party (e.g., a caller’s credit card number is masked from the agent). Choose the appropriate digit from the drop-down menu and click the plus sign button. A new port for the selected digit path will appear.

  Note: Multiple private channel digits and corresponding ports can be added.

The Counter action was updated to include the action ID within the automatically generated Name. For example, if the Counter action is the seventh action added to your flow, the default Name is “Counter_7”.

General flow error messaging was updated to indicate if your flow is missing a trigger action or includes disconnected actions. When disconnected actions are included, the corresponding action IDs are listed within the error message.