We’re excited to introduce a powerful new way to deeply understand the contact you’re speaking with, based on the freshest data and relationships that your Salesforce instance knows about. This digest is used to power AvoAI and is not exposed to the average user of an inbox.

This feature requires all of the following

You can connect Salesforce to your inbox under the “Integrations > Salesforce” tab, and setup AvoBots under the “Automation” Tab. The digest will be generated based on the connected Salesforce instance’s data and available columns/fields.

This feature is not enabled by default. The digest can be enabled under Integrations > Salesforce > “Enable AvoAI for Salesforce Features” > “AI Digest on Contacts”.

The digest will also never run if your AvoAI is disabled or if you have disabled the “User Contact Fields in Responses” feature under AvoAI.

When triggered, AvoAI will lookup the Salesforce record associated with the Avochato Contact (typically a Salesforce Lead or Contact, but also includes Custom Objects or Person Accounts). Then, it will query all Salesforce data associated with the record (both the direct record fields, as well as typical related records, like Opportunities, Cases, ContactHistory, Activities, etc), and then attempt to create a digest of the most important data point.

Currently the digest includes three sections:

You can trigger the digest either manually or automatically.

The digest will automatically regenerate in response to either of the following triggers (limited to at most once every half hour, per conversation):

In the Organization > Bulk Actions tab, we’ve added new options:

We hope these new actions make it easier to spin up new inboxes whose settings and users mirror an existing inbox. Note that if you duplicate office hours, we first delete the existing office hours in the destination inbox before replacing them with the new set of office hours from the source inbox.

Sometimes you know exactly who needs a new seat and who doesn’t. Simply open the user’s profile in the Organization Management dashboard, and reassign their seat to an existing user in your organization.

There is a new “remember me” button to retain your session information for up to 30 days. We encourage you to use this on all personal devices and workstations, but do not encourage using it on public devices such as libraries, computer labs, or other shared systems.

We’ve also addressed a number of issues with the sign in flow, getting logged out while closing the active tab, getting stuck while setting up MFA, and receiving codes. See “Bugs” below for more info.

Additionally, as part of this update, any users who have not logged in since Oct 12. 2022 have had their passwords automatically expired. Users coming back to Avochato can reset their via the reset password flow to access their old account.

We’re rate-limiting how often we retry when processing an automatic purchase of additional account balance. We want to prevent scenarios where payment method gets stuck in a loop of failures and retries too frequently while their balance approaches zero.

Now, once we detect three failed payments in a row, we will stop attempting to charge the payment method, while continuing to deduct balance as usage continues. The card must be updated in order to continue using auto-fill to purchase segments.

We’re in the process of improving how Avochato users can setup and manage their Web Widgets for texting and live chat. Our first phase is improving the primary navigation for managing lists of website widgets. We’ve made it easier to find the widgets that matter, with new filters for sorting the list by activity, name, and creation date.

The list of widgets has received a make-over:

We’ve also updated our “Learn More” section for widgets with additional info on getting started and instructions on how to add your widget to your website.