November 2024 LeadManaging Product Updates

Highlight Feature

To protect against spam and bot-driven submissions, we’ve added CAPTCHA verification (reCAPTCHA v2) to the end of both the Registration and Booking forms. This security enhancement helps ensure that only real users can complete and submit their details. Users must complete the CAPTCHA before submitting their information, safeguarding against automated entries and enhancing the accuracy and security of appointments and customer records.

 

 

 

Improvements

For PMCs fully migrated to Twilio, we’re excited to share that self-serve capabilities are now available in the new LeadManaging Phone Service! Users with the Update Tracking Numbers permission can now directly manage their phone service configurations in the new UI.


Users with the Update Tracking Numbers permission now have the ability to:

  • Add Route Configuration
  • Add and Edit External Transfers
  • Add and Edit Auto Attendants
  • Add and Edit Ring Groups
  • Add Greetings

Customer Benefit: This enhancement gives you greater control and flexibility to update and customize your call management workflows. If you have questions about using the new self-serve capabilities or need assistance, please reach out to our support team.

 

For PMCs with Nurturing Engine enabled, we’ve implemented a refined handling process for prospects who were created before Vivian was enabled for nurturing.

  • Vivian will not engage with prospects who inquired about the same property before she was activated, ensuring continuity for ongoing interactions that leasing staff are already handling.
  • If a pre-existing prospect reaches out regarding a new or different property, Vivian will take over and begin nurturing them for that new inquiry, enabling a smooth transition for multi-property leads.

Customer Benefit: This change is intended to streamline interactions and avoid confusion between Vivian and leasing staff communications. 

 

To improve the clarity and consistency of call tracking in Lead Managing, Call and Call Track Events will now display standardized Results: Answered, No Answer, Disconnected, Voicemail, and Outbound Call.

 

If you have custom results configured, they will appear after the standard options, ensuring your specific needs are accommodated without disrupting the overall consistency.

 

Customer Benefit: This update simplifies call result tracking, improves historical data accuracy, and ensures cohesive results across all call events, making it easier to manage and engage with your prospects effectively.

 

 

Fixes

  • We have resolved an issue where the Staff Email Reply template failed to load due to special characters in the template name. LeadManaging can now successfully load the staff email reply template without errors.
  • We’ve resolved an issue where calls were marked as voicemail when automated prompts from an external routing service were detected, even if a live agent answered the call afterward. We’ve enhanced voicemail detection by using our ASR system to verify Twilio’s voicemail status. If Twilio initially flags the call as voicemail but ASR detects live interaction, Lead Managing will rely on ASR for the final call status.

Additionally, a new option in External Transfer settings allows users to indicate if a destination number is a “Real Phone” (standard voicemail detection) or an “External Routing System” (ASR-based detection). This can be configured to suit customers using external phone routing services.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request