The Simplero Changelog: Here's what we've been up to...

We'll now sort Contacts by their lifetime value in the Contacts object picker, so you’re more likely to get the most relevant Contact, ie. the one that’s paid you money, when the same person has multiple Contacts.

Moved Credits to the Content menu (default under More), and simplified some of the views there.

Popup to sign a contract now looks better on smaller screens

Fixed an issue with blogs where selecting an older category would not show all posts for that category.

Users can now view Text view of the PDF on course lessons (in addition to the PDF embedded viewer).

We’ll extract the text content of PDF files as they’re uploaded from now on.

We’ll soon add an ability to extract text from existing PDFs. Or maybe we’ll do it automatically for all PDFs if it’s not too costly. We’ll see.

The plan is to let your customers add highlights and bookmarks in the PDF also, like they can in the transcript, but it requires a very different mechanism than we do for transcripts, so may be a while till we tackle this.

For zoom synced events, you can now edit hosts, title, description, and labels for individual occurrences in Simplero. Date & time still has to be edited in zoom.

Added Access presets (Public/Private/Multi-Tier) when creating a Bot - will create tiers according to the chosen preset

You can set an initial message for a Bot - when new users visit the bot, it'll automatically start a new conversation with this message

You can now specify default model & writing styles on a Bot (and lock your bots to those models/writing style)

Improved the system prompt editing experience on Bots - it now opens in a sidebar and is a full-on WYSIWYG

Fixed podcast episode status filter on admin panel

Show most common actions first when creating Triggers

Sorry for the confusion, people.

I decided to rename Credits to Points, because people got confused about Credits, but they understand Points from their credit cards or frequent flyer points.

But it didn't make much of a difference, and it was getting confusing because in code and URLs and other places it was still Credits.

So since it didn't really solve…

We would accidentally override the name you gave your new Bot 🤦‍♂️

Fixed issue where invoice emails would not be sent due to a failure when attaching the invoice PDF file to the email

You can now also split test the preheader on a Broadcast

Removed the 'Member' column on the Conversations table on the Bot's conversation tab which never showed anything. Added a 'Contact' column instead.

We'll now list active coaching programs a contact is involved with on the contact's admin page

You can now configure a contract to ensure a contact doesn't have to sign it more than once.

We'll now prefill the name field from the search input (in case you had typed anything there) when creating new products/contacts/etc through the dropdown where you select a product/contacts/etc.