Release Notes

• Added a dedicated Marketing Emails workspace so teams can manage outreach separately from Conversations
• Added Outbox and Contacts views in Marketing Emails for faster review of drafts and lead records
• Added a step-by-step marketing email setup flow with school-specific sender and reply settings
• Added one-click marketing email generation and auto-engage controls directly in the Marketing Emails page
• Improved lead follow-up flow by opening lead details inside Marketing Emails with quick access to the linked conversation

• Added an Appointments workspace so teams can set up call and campus visit scheduling per school
• Added public booking and confirmation pages so students and families can schedule calls and campus visits online
• Added an upcoming appointments calendar with .ics export and Google Calendar feed links for easier schedule sharing
• Added a live unread badge in Conversations so teams can quickly spot pending messages
• Improved manual send errors in Conversations with clearer messages when replies fail

• Improved the Conversations experience on mobile with easier access to assignment, tags, and quick actions
• Kept conversation timelines more reliable by preventing duplicate outgoing messages
• Included outgoing Facebook replies sent outside Jared so teams can see a fuller conversation history
• Improved how system activity appears in lead conversation history for clearer context

• Added a website chat widget for school websites
• Added self-serve website chat setup in Integrations
• Teams can now reply directly to website chats
• Added website chat views in Conversations and Analytics
• Improved inbox filters and conversation search experience
• Improved conversation actions for assignment and quick copy
• Added smoother loading states across CRM pages

• Added page-level owner settings for Facebook integrations so teams can assign a person in charge for each connected page
• Improved escalation handoffs so urgent conversations are routed to the assigned person in charge and tagged for follow-up
• Expanded user management in Settings so administrators can update teammate names, email addresses, and roles in one place
• Improved lead records by better handling incomplete contact details and showing unnamed leads more clearly in the CRM

• Expanded lead and conversation access so teams can work across all schools in their organization
• Added a collapsible sidebar and mobile navigation menu for easier movement across CRM pages
• Improved the Conversations workspace on smaller screens for smoother inbox review and replies
• Improved mobile usability across Leads, Analytics, Billing, and Settings pages
• Improved login, password reset, and account invitation pages for easier mobile onboarding

• Allowed CRM staff to reply directly in conversation threads
• Added conversation assignment controls so teams can assign and unassign chats for human takeover
• AI now pauses automatic replies when a conversation is assigned to a staff member
• Added conversation activity logs for key actions like tag updates, assignee changes, and archive state changes
• Improved the Conversations page with faster thread updates, smoother sending flow, and better message display
• Improved lead capture handling so missing lead details can be collected and existing lead records can be updated more reliably

• Improved knowledgebase lookup
• Set up lead identity (parent/guardian or student)
• Allowed users to login via email
• Allowed users to change their password
• Improved analytics page

• Set up subscription plans
• Improved conversation management
• Improved lead save flow
• Improved leads capture prompting
• Improved assignee filter
• Added field validations for lead updates
• Improved chat agent behavior
• Improved Facebook integration handling
• Added password reset functionality
• Added Terms and Conditions in account claiming page

First production release of Jared-as-a-service — an AI-powered customer service platform for partner schools of Bukas

• Leads management for schools and AI conversation monitoring
• Leads management with Kanban layout, bulk actions, and detail pages
• Tag management for conversations
• Chrome extension for capturing leads from partner websites behind CloudFlare
• Facebook Page integration with OAuth and webhook support