Engati - User Guide
What's New?

Release Notes July 2024

17min

Hi All, as part of our monthly deployments, we had a release. Following is the summary of the changes:



New Features & Updates

Billing Dashboard on Metabase

  • Description: Introduced a dashboard for Customer Success and Billing teams to track subscription details, outstanding payments, and renewal dates.
  • Impact: Proactive engagement to reduce churn, enhance collections, and improve customer retention.
  • Enablement: Available by default for relevant teams.


Google Meet Link in Calendar Events

  • Description: Added a "Generate Google Meet Link" toggle in the Google Calendar node, providing flexibility for online consultations.
  • Impact: Simplifies event creation for customers preferring virtual meetings.
  • Enablement: No additional enablement required.


Enhanced Model Support in eSense GPT

  • Description: Added support for new models like GPT-4-Turbo, GPT-4o, Gemini-1.0.0, Gemini-1.0.0-pro, and Gemini-Flash.
  • Impact: Faster response times and improved multi-modal features for better conversational AI.
  • Enablement: Automatic integration with eSenseGPT.


Show Related Matches (SRM)

  • Description: Displays additional relevant GenAI FAQs to guide user conversations and avoid mismatched responses.
  • Impact: Enhances end-user engagement and drives meaningful interactions.
  • Enablement: Can be enabled for customers using GenAI FAQs.


LLM FAQ Bulk Upload via Portal

  • Description: Added portal support for bulk uploading, managing, and editing LLM-FAQs.
  • Impact: Simplified management of FAQs with GenAI integration for better alignment with LLM responses.
  • Enablement: No additional setup required.


Upgrad Conversational Flow Optimization

  • Description: Enhanced multi-category support in Upgrad's conversational dialogue flows based on user feedback.
  • Impact: Improved user interaction and flow efficiency.
  • Enablement: No separate enablement is necessary.


Multi-Tier Entitlements for LLM

  • Description: Introduced tiered entitlements (Basic, Advanced, Custom) for LLM features.
  • Impact: Streamlined feature access based on customer plans.
  • Enablement: Requires entitlement setup based on customer requirements.


Reels in OneView

  • Description: Added Instagram Reels preview functionality directly in OneView.
  • Impact: Streamlined workflow by reducing app-switching for Instagram channel users.
  • Enablement: Enabled by default for relevant customers.


Revenue Dashboard for Ecom Accelerator Plans

  • Description: Introduced a dashboard showing revenue and orders from WhatsApp broadcasts and abandoned checkouts for Shopify/WooCommerce customers.
  • Impact: Improved ROI tracking and campaign optimization.
  • Enablement: Available to Accelerator plan users.


Onboarding Training for WA Accelerator Plan

  • Description: Added training videos and a basic journey to assist new WhatsApp Accelerator customers.
  • Impact: Reduced customer support effort and improved onboarding experience.
  • Enablement: Available to WhatsApp Accelerator customers.


Changes to Existing Features

Default Opt-Out Path in WA Bots

  • Description: Added a default opt-out path for WhatsApp non-ecommerce plans to simplify marketing workflows.
  • Impact: Streamlined setup for WhatsApp marketing campaigns.
  • Enablement: Available to all non-ecommerce WhatsApp Accelerator customers.


UI Changes

  • Description: Configuration has been moved from the top-right "gear" icon to the main navigation alongside Dashboard and Documents.
  • Impact: Improved accessibility for Generative AI settings.
  • Enablement: Automatically applied.


Meta TSP with Billing - End-to-End Workflow

  • Description: Enabled parallel onboarding with Meta TSP, allowing direct billing with Meta and reducing dependency on 360dialog.
  • Impact: Simplified customer journey from registration to WhatsApp number onboarding.
  • Enablement: Requires ENABLE_WA_MANAGER entitlement and Meta TSP setup.


Deprecations

Google Business Manager (GBM) Channel Discontinued

  • Description: Removed GBM from the portal due to Google discontinuing support after July 31, 2024.
  • Impact: Customers using GBM must migrate to alternative channels. No new conversations will be created post-July 31.


Other Improvements

Marketing Analytics

  • Description: Consolidated WhatsApp marketing activities, including Broadcasts and CTWA, into a single analytics view.
  • Impact: Improved engagement tracking and actionable insights for customers.
  • Enablement: No separate enablement needed.