Platform updates

CRM settings now include a “Section visibility” tab where you can grant your team members access to certain section features. For instance, you can allow them to manage duplicates in “Contacts” or export data in “Payments.” Once configured, a list of users with access to the feature will appear next to it.

You can now update your student course status in the “Students” tab. Simply select the status from the list, like “Enrolled” or “Completed,” to accurately reflect their progress. All updates are automatically logged in the “History” tab and saved in your CRM contact cards.

In your chatbot “Conversations” tab, you can now view the variable values used in your WhatsApp template messages at the time they were sent. This helps you quickly grasp the message content and stay on top of your conversation context.

Create direct links to specific flows in the “Bot Structure” tab. These links will open WhatsApp with a pre-filled message, like “Start” or any custom text you set to trigger the selected flow. You can also include variables in your link. Once a user follows it, variables will be assigned to their contact and saved in your bot’s “Audience.” This will help you enhance segmentation and easily track subscription sources.

Connect your team’s personal Telegram accounts to SendPulse to manage all customer communication in one place and elevate customer experience. You’ll be able to send messages directly from your CRM contact cards or through an automatically created chatbot, and view message history in the “Chats” widget.

Now you can invite new team members for 6 or 12 months without recalculating your plan cost due to changes in your team size. New user membership will be valid until the end of your subscription. If you remove users or renew your subscription, the system will automatically calculate a refund or payment adjustment.

Now, exported test reports offer even more valuable insights, including correct answers to questions, students’ selected options, and indicators of whether their choices were correct. This enables you to assess knowledge more accurately and track learning progress effortlessly.

A new tab with CRM contact data now appears on the right in the chatbot builder > “Conversations.” It displays all filled-in attributes and features a quick link to your CRM contact card, including your subscriber interaction history.

In the “Action” → “Enroll in the course” element, select the plan your student should be enrolled under. If the plan requires payment, you can also mark it as paid.

Connect StreamTelecom to your CRM system to streamline communication and deliver better service. Every call will be automatically recorded, and audio files will be saved to your account. You’ll be able to view your contact card during a call, easily forward calls between team members, and assign responsible team members to specific clients.

The “Last activity” filter condition now supports variables as well as fixed dates. This will allow you to automate filtering, especially when you cannot set a specific date for every subscriber. For example, variables can help your WhatsApp chatbot automatically decide whether to send a free-form message or a template message.

You can now top up your account balance directly in the pricing plan builder. To do this, simply add any plan to your cart and select the amount you’d like to top up during checkout. You can also set up automated balance recharge to prevent running out of funds. Keep in mind that the system will require a minimum top-up amount based on your account’s currency.

The “Filter” element now clearly differentiates between event and mailing list variables that share the same name, as the system accounts for the source you choose. To check values from both sources, use dedicated filter conditions for each.

Now you can use the “Change progress” option to manually mark lessons and tests as completed or unmark them to reset progress for students. If your student accidentally skips a step, marks an assignment as done mistakenly, or experiences technical issues that prevent automatic progress tracking, this allows you to quickly step in and fix the situation, keeping progress records accurate.

The “AI Step” element now supports the DeepSeek Chat model for response generation. To set it up, add a dedicated token in the “AI Step” element, inherit the token from your chatbot settings, or use free requests during the trial period.

CRM-triggered automated flows now include the “Change team member” action. This allows you to automatically reassign deals, tasks, or contacts to other team members. If you don’t select a team member, or the selected one is deleted or inactive, the reassignment will not go through, but your flow will continue to run.

The “Change history” tab in the chatbot flow builder now shows which team member made edits or published updates, allowing you to easily track changes and collaborate more effectively.

Now, you can search your chatbot flows by name — whether you're linking them to triggers or running them for a specific audience. This helps you quickly find the right flow and reduces the likelihood of errors.

Create multiple pricing plans for your course and give access to its content based on the selected option. This will allow you to boost sales, increase average order value, and analyze student demand more effectively.

Add the “Typing” element to your chatbot flow to simulate typing and create a pause of up to 25 seconds between your messages. This will give users time to read your message before receiving the next one. Just keep in mind that this element can’t be the last one in your flow.

You can now enable the “Automated payments” option in your pipeline settings, choose deal stages where automation should stop, and prevent certain events from changing their stages.

Use our new “Thimbles” gamification element to make your pop-ups more engaging! Let your website visitors guess which thimble hides a prize and reward winners with a random promo code from your custom list. You decide how many shuffles to include and which promo codes to offer.

We enhanced product filtering in the “Products” section. You can now select a category, an attribute set within it, and a specific attribute along with its value. This multi-layered approach allows you to quickly and accurately locate products, even within large catalogs.

In automated flows triggered by CRM events, we renamed the “Change variable for contact” field to “Change variable” to avoid confusion. The dropdown list now includes variables for both contacts and deals (deal variables have the _deal suffix), making it easier to build your automation scenarios.

You can now pay for SendPulse tools or top up your balance using Solana (SOL) — one of the leading cryptocurrencies in Web3 and digital payments. Choose SOL for fast, secure, and convenient payments.

Sync the CRM system and Google Calendar meetings, calls, and tasks to eliminate confusion, avoid duplicates, and never miss an important event. Events created in Google Calendar will automatically appear in the CRM system, including all relevant data, and vice versa. This will allow you to keep your schedule clear and enhance your workflow.

You can now customize the rounding of your "Buttons" and "Image" widgets and columns. Additionally, you can set contours for every element and column side individually.

You can now manage tab visibility in your deal, contact, and task settings. Specifically, you can hide tabs or give access to certain team members based on their roles and responsibilities. Every tab has an icon or user list next to its name, indicating who has access.

Students can now mark lessons, tests, and certificates as favorites in their accounts to easily return to them later. On top of that, they can filter saved items by course name and content type to streamline navigation.

Filter products by name, SKU, price, quantity, or total value in a deal to quickly find the right deals or contacts in the CRM system.