Release Notes

We're excited to launch Dynamic Lists, a powerful new way to manage your contacts where "membership" automatically changes over time.

Here's how it works:

1. From the sidebar, click Lists, then Create List.

2. Choose Dynamic List.

3. Select a specific filter (like company, location, or tier).

Now, as contacts are added or updated with that chosen filter, they'll be automatically added to your dynamic list. And if a contact's card changes and they no longer meet your filter criteria, they'll be automatically removed.

This means your contact lists stay updated - incredibly powerful for keeping your outreach targeted and efficient!

Keep your conversations organized - and obvious! If you’ve ever opened a group chat and wondered, "Who's in here again?" or "What's this one about?" then this update is for you!

Here's how it works:

• When you have a group message open, just click the little edit icon in the top conversation header (right next to the names or numbers).

• Give your group a clear, recognizable name.

That new name won't just show up in the chat itself, but also in your main list of conversations, making everything much tidier. No more mystery groups!

For organizations still relying on the classic medium, you can now send and receive faxes directly inside Clerk Chat! If you have a fax-enabled phone number, you can provision an inbox to:

• Send Faxes: Easily attach images and documents, then send them as a fax.

• Receive Faxes: Get incoming faxes right in your Clerk Chat conversations.

Ready to connect your fax line? Reach out to support@clerk.chat to have an inbox provisioned.

Ever wonder how your campaigns are really performing? Now you can see! Click Analytics from the sidebar, and you'll find a new Campaigns option alongside Messages and Calls. Dive into your data:

• Filter with Ease: Scroll through your campaigns, search by keyword, or select a specific phone number.

• Track Key Metrics: Find out the total number of messages delivered, read, opt-outs, and interactions. This gives you a full picture of your campaign's effectiveness right in the app!

Last week we rolled out some powerful new features:

• Enhanced Call Recording & Summaries: New calls are instantly added to your conversation. If recording is enabled for an inbox, you have the flexibility to stop an in-progress recording. Once the call ends, the conversation will automatically update to show the recording and a transcript (if available).

• AI Agents Search: There's now a search bar in the "Agents" section. This lets you quickly find any created agent by keyword, so you can easily assign it to an inbox, remove it, or make edits without endless scrolling.

• HubSpot Bi-Directional Activity Logs: For our HubSpot users, we've launched HubSpot Bi-Directional SMS Activity Logs! You can now view messages sent in Clerk Chat directly on the Timeline for each contact within HubSpot.

We're excited to launch the new Phone Settings page.

How to access it: From the sidebar, simply click Settings, then Phones.

Here, you'll find a dedicated hub where you can:

• View all phone numbers in your workspace at a glance.

• See who is assigned to each number.

• Access specific settings like "About" or "Out of Office" for every individual number.

We're rolling out some important updates to give you more control and visibility over your team's communication and data!

First, if you or a teammate uses a word or phrase that's on your blocked list, a warning pop-up will now appear, letting you know the restricted text was detected.

Second, we've added new controls in Settings > Team Info:

• Enable or disable an option that limits contact deletion to only admins and workspace owners, preventing accidental removal by other roles.

• Enable or disable the ability to delete messages within conversations.

Access faster, more consistent messaging with our Templates section in the sidebar! Create and save your go-to messages to reuse or revise anytime.

Here's what you can do:

• Build a library of frequently used messages.

• Add emojis and variables to make messages feel unique.

• Keep templates just for yourself or share them with your entire team.