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Agent Assist
Agent Assist version history
‹ General Info| Version | 2.4.0 (3 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Account Contacts You now have visibility of all contacts associated with an account. Fixed Notice Banner A banner will appear to notify you of critical business updates. Coordinator Role Coordinators now have access to accounts in agent assist Broker Route Optimization Brokers accounts are now plotted on a map in the Brokers section of Agent Assist Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page |
| Version | 2.3.8 (2 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Account Contacts You now have visibility of all contacts associated with an account. Fixed Notice Banner A banner will appear to notify you of critical business updates. Coordinator Role Coordinators now have access to accounts in agent assist Broker Route Optimization Brokers accounts are now plotted on a map in the Brokers section of Agent Assist Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page |
| Version | 2.3.7 (3 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Broker contacts You can now add new contacts to a broker details page and log activities against them. Customised navigation Pin the sections you use the most to the bottom navigation of your app. Set this in the Settings page. Search by BCN In the Accounts section, you can now use the Search box to search your Accounts list by BCN. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 1.0.1 |
| Updated | 5 years ago |
| Version | 1.0.0 |
| Updated | 5 years ago |
| Version | 2.3.6 |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Tag a lead with a broker When creating a new lead, check the ‘Mark as broker lead’ checkbox, choose a broker and Save. Edit an existing lead’s vitals to add the broker. Broker details updates Once a lead has been associated with a broker, it will now appear on that broker’s details page. This gives a full view of your relationship with that broker. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.3.5 (3 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Core team access We are giving broker access to core team members. This will open up channels to help prospect potential brokers. My team view Like in Accounts, we have added a My team view to the Brokers section. Calendly Attach your Calendly booking link to your automated email signature. See it on all emails sent from Agent Assist. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.3.4 |
| Updated | 2 years ago |
| Changelog | What’s new in this release: New way to access team's accounts We have streamlined how you can access team accounts. Find it in the filter menu in accounts Q2 PULSE postcard New Q2 PULSE event postcards available. Find it in the Email activity section on Leads. New email template New TeleDentistry email template available. Find it in the Email activity section on Accounts. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page |
| Version | 2.3.3 (3 variants) |
| Updated | 2 years ago |
| Changelog | What’s new in this release: New way to access team's accounts We have streamlined how you can access team accounts. Find it in the filter menu in accounts. Q2 PULSE postcard New Q2 PULSE event postcards available. Find it in the Email activity section on Leads. New email template New TeleDentistry email template available. Find it in the Email activity section on Accounts. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page |
| Version | 2.3.2 (3 variants) |
| Updated | 2 years ago |
| Changelog | In this update we’re releasing the first phase of Broker Relationship Management! New broker section Broker relationships now available in one view! Displays any broker relationships you have via an account only You’ll find the new Broker section in the modified main navigation at the bottom of your App screens Team filter option Extra filter options as manager - My brokers, My team’s brokers or brokers with no accounts. General updates General performance and stability improvements to the App. |
