Engati - User Guide
What's New?
Release Notes May 2024
10 min
hi all, as part of our monthly deployments, we had a release following is the summary of the changes new releases new releases 360dialog tsp new integrated onboarding workflow description onboarding customers directly via engati portal under engati tsp route with 360dialog, enabling self registration and reducing onboarding friction applicable for all new whatsapp customers, enabling them to self register and onboard as plg (product led growth) impact faster onboarding with greater control over account management, reducing time to go live for customers enablement enabled via enable email templates enable email templates entitlements email template description customers can now create reusable email templates, similar to whatsapp templates, and use them in the send email node applicable for customers with email as a channel impact simplifies creating rich text email templates, reducing the time required to create email messages enablement no separate enablement necessary new integrations for white label partner description all integry integrations are now available to wl child customers behind an entitlement applicable for partners using zoho crm, google places api, pipedrive, jira, excel online, freshworks crm, agile crm, zendesk sell, hubspot, and others impact easier integration with applications without requiring api knowledge, reducing solutioning efforts enablement enabled via external integration provider external integration provider entitlement store user conversations for 13 months instead of 90 days description extended storage for user conversations to 13 months, primarily for enterprises needing context and audit details applicable for enterprise and above customers impact supports context retention and improved customer experience, increasing stickiness and retention enablement available upon special request at an additional cost partner dashboard description a consolidated dashboard for partners to view all customers’ platform consumption applicable for engati’s partners impact reduces effort and saves time by eliminating the need to log in to each customer’s account enablement account setup and report generation provided via quicksight e commerce accelerator description introduced shopify accelerator & woocommerce accelerator plans to streamline onboarding for e commerce businesses applicable for businesses with shopify & woocommerce websites impact quick onboarding with minimal customer support effort enablement no separate enablement necessary url shortening for reference sources description shortens urls for non web channels, making links more user friendly applicable for businesses on non web channels like incredible india and hdfc capital impact cleaner and more user friendly responses enablement no separate enablement necessary changes to existing features access based document filtering description categorizes and displays responses from documents based on user roles, ensuring secure and compliant data access applicable for organizations requiring role based document access, including iifl samasta and jindalx impact enhances data security and compliance by restricting unauthorized access enablement enabled via role based configuration dynamic question generation description generates follow up questions based on matched content to guide conversations applicable for customers seeking enhanced bot engagement, including hdfc capital impact increases engagement and guides users effectively through conversations enablement no separate enablement necessary override llm response with static response description allows static responses to override esensegpt outputs for specific queries applicable for use cases with sensitive or custom query responses, including nova ivf and incredible india impact ensures controlled and accurate responses for predefined queries enablement configurable through customer query setups add ons on revenue dashboard description added new attribution calculations for ctwa, enhancing visibility into ad revenue roi applicable for shopify customers using ctwa impact simplifies selective retargeting and demonstrates product roi effectively enablement no separate enablement necessary product discovery data tracking description tracks user journey across stages like cod to prepaid conversions, drop offs, and more applicable for e commerce customers using shopify and woocommerce impact provides actionable insights to enhance revenue realization and reduce return to origin costs enablement no separate enablement necessary website ctas and popups description added lead capture popups for campaigns like abandoned cart and out of stock notifications applicable for shopify e commerce businesses impact boosts lead generation and conversion rates enablement no separate enablement necessary product enquiry using esensegpt description answers queries from indexed documents for e commerce use cases like product pages and return policies applicable for shopify and woocommerce customers impact facilitates conversational purchase journeys with contextual follow ups enablement no separate enablement necessary llm reference links setup description accesses source documents for esensegpt responses to build workflows applicable for genai customers impact enables contextual workflows and document based actions enablement no separate enablement is necessary url shortening on flow builder description shortens urls in path builder for whatsapp chat interfaces and templates applicable for use cases like order notifications and coupon sharing, including controlz impact reduces text size limitations and improves flexibility enablement no separate enablement is necessary shop assist enhancements description improved indexing and filtering for better product discovery in bot interactions applicable for shopify customers with structured product data impact enhances response accuracy and user experience enablement no separate enablement is necessary mobile app upgrades description updated the socket version for better compatibility with notification service and routine maintenance to support the latest version applicable for engati mobile app on android and ios impact better delivery of notifications and maintenance enablement updating the mobile app from respective stores