Changelog

Summarize chats in bullets in the same language as the original conversation, using ChatGPT 3.5 Turbo model.

Sync messages and attachments as Notes in selected module.

Custom action for deal + dynamic selection of WhatsApp account based on contact / deal owner

• Introduced possibility to create new contacts as Leads in Pipedrive.

• Introduced possibility to select a pipeline for new Deals in Pipedrive

• Improved Pipedrive Integrations settings display

• Misc stability and performance improvements

• Fixed compatibility issues with Zoho CRM

• Introduced the option to choose the relevant chat when multiple chats are associated with the same phone number across multiple WhatsApp accounts linked to Timelines.

• More efficient and stable work with ChatGPT completion API

• Possibility to enable auto-response per WhatsApp account

• Improved error reporting and logging

• Improved ChatGPT auto-response settings display

• Supprot auto-response delay to allow for manual override by human agent

• Zoho integration - select any module as a sync destination for new contacts

• Pipedrive Integration / Monday Integration - fixed Test Connection button

• Fixed "Shared Feedback" on all displays

• Misc stability fixes and improvements

• Added anti-ban safeguard in mass sending campaigns wizard

• Added anti-ban advisory notification in chat view

• Added support for receiving polls messages

• Added support for editing messages

• Added support for sending / receiving messages that include both text and attachment

• Added support syncing / receiving broadcast messages

• Added support for reactions

• Added indication for replies / forwards / deleted messages / edited messages

• Upload files into TImelinesAI for use with Public API for sending messages.

• Increased attachment size limits for Shared Inbox (10 MB) and Mass Messaging (50 MB) plans.

• Improved performance of global search

• Improved loading time of filter views

• Improved performance of chats list update in WhatsApp account display

• Message templates are now visible per role (owner, admin can see all templaces, the rest of roles can see own templates only)

• "All chats" made default for all users after registration (insteaf of "Assigned to me")

• Fixed incorrect display of activity entries when loading chat history

• Fixed incorrect "closed" entry in chat activity for "re-open" action

API for assigning chat responsible, setting chat labels and WhatsApp-related improvements.
Full documentation available here.

• Improved: prompt on deleting multiple chats + unsyncing deleted chats is now optional.

• fixed: Message / Note deletion didn't work

• fixed: synching messages to HubSpot fails in case HubSpot API internal rate limit exceeded for user's Oauth token.

• fixed: layout issues in Filter settings display

• General stability and performance improvements

Automatic syncing of contacts from WhatsApp to Zoho CRM (and CRM Plus).
More details here

• Fixed: automatic conversion of Brazilian and Mexican numbers to correct format when sending messages through Public API / Mass Sending campaign.

• Fixed: chrome extension doesn't correctly display sent messages in chat.

• Correct indication when trying to send messages to a phone number that is not connected to WhatsApp.

• General stability improvements.

This feature replaces and extends "Archive" / "Unarchive" functionality.

• Close / Reopen chats to organize your team handling of WhatsApp conversations from the list of chats (including multi-selection) or within individual chat view.

• Built-in "All chats" view will now display "closed" chats as well. Create additional filter views to organize your "open" / "closed" conversations according to your work process.

• See "Closed by" / "Reopened by" entries in chat history for improved team collaboration.

• Create workflows based on closed status of a chat with Zapier automation using new trigger "Chat closed" and new action "Close chat". A new field "is_closed" will be available in chat details in relevant triggers and actions as well.

Public API replaces Inbound Webhooks (that will continue to be available until December 31, 2023).
This release introduces API requests for sending messages, that basically correspond to existing functionality of Inbound Webhooks, with addition of assigning labels to chats. The documentation is available here. Swagger playground available here.
Additional requests will be released soon to allow for a more flexible interaction and management with WhatsApp conversations and accounts within TimelinesAI.

Important: Public API is subject to monthly calls limit and rate limits. You can contact [email protected] to increase the limits.

Additional Improvements

• Don't mark chat as read when outbound message is sent to a chat by means of automation (Public API, Zapier, etc.).

• Automatic conversion of Brazilian numbers to WhatsApp format: convert 13-digit numbers to 12-digit numbers, in cases where the numbers do not start with 5511-5519, 5521, 5522, 5524, 5527, 5528

• Fixed: messages from group chats not syncing to Pipedrive when Synchronization frequency other than Real-time is selected.

• Fixed: "Test connection" buttons on Pipedrive and HubSpot settings displays.

• Improved: notification emails sent when HubSpot integration is connected / disconnected.

• Misc bugfixes and stability improvements for Pipedrive and HubSpot integrations.

• Contacts import campaigns can be scheduled to run at future date and time

• Allow campaigns that use different WhatsApp accounts to run simultaneously

• Added support for XLSX contact file uploading

• Added preview of uploading contacts file with clear indication of problems

• Improved processing of phone numbers in contact file

• Added display of progress for running campaigns

• Added Custom Action "Send WhatsApp Message" for HubSpot workflows automation.

• WhatsApp conversations are now synced as "Log WhatsApp message" entities to activity stream of Contact and Deal. Same conversation is now linked both to a contact and to a deal.

• Improved Contact phone matching: WhatsApp conversation will be matched to a Contact even if the phone number in Contact is not in international format (missing country code, includes non-numeric formatting characters, etc).

Improvements

• Improved loading time for WhatsApp Statistics reports

Fixes

• "Select all" in multi-selection now correctly selects chats when secondary filtering (by chat name) is applied in current filter view.

• Fixed long loading time for Team page in accounts with large number of team members.

• Fixed incorrect time display in "read" / "unread" entries in chat history.

• Default filter view resetting fixed.

• Uploading CSV files with non-unicode characters now produces appropriate error message.

• Improved support for phone number detection in Salesforce

• Improved support for phone number detection in Pipedrive

• Improved recognition of phone numbers in different formats

• Only detect phone numbers that are visible in the page

Improvements

• When selecting WA account, display "connected by me" for the account connected by the current user

• "Billing details" page removed - billing details should now be changed via "Manage my subscription" on Subscription page.

Fixed

• Ordering by responsible didn't work in chats list (shared inbox) display

• Can't create a new Note

• Can't change the status of a Note from Private to Public

• A teammate cannot delete timelines corresponding to a chats from disconnected WA account

• When hovering over a filter tab with a long name, its name is cut off

• Multiple other bugfixes

New

• Switch to instant view of chats in specific WhatsApp accounts (for workspace owners and admins) from WhatsApp accounts display

• Automatic view for chats belonging to WhatsApp account connected by the current user

• Unlimited number of filter views

• Indication of sent message origin in chat view

Improvements

• Improved filter view tabs and actions

• Improved WhatsApp accounts display: filter by Agent name and number

• Improved WhatsApp account selection in Start New Chat, Mass Sending Campaign, Filter

• Improved Pipedrive settings view for workspace Owners and Admins

• General performance improvements

Track performance of your team in WhatsApp with Statistics Dashboard

• Track number of sent and received messages

• Track open rate for sent messages

• Track average response time and number of new chats started

• Drill down into performance of individual team members

• Select flexible time period

• Automatic response in new or existing WhatsApp chats using ChatGPT

• Custom prompt and full ChatGPT configuration options available

• Up to 10 recent chat history messages automatically supplied for optimal auto-generation performance

More details here

New

• Added public changelog

• Added public roadmap with voting and feedback options

Improvements

• Improved navigation panel structure and removed footer

The following roles are now available to provide high flexibility in organizing access permissions for a team: Owner, Admin, Teammate, Agent, Collaborator. More details here
In additions we introduced multiple improvements and bugfixes.

Features

• New roles: admin, agent (see details in our Knowledge Base article on Roles and Permissions).

Improvements

• Added full control over chatgpt auto-responder settings

• Improved displays for managing workspace / individual Pipedrive integration

• Added navigation menu link to install our brand-new TimelinesAI Chrome Extension

• Replaced changelog and added roadmap / user feedback

• Improved navigation panel and removed footer

• Chats Export is only available to workspace owner

Bugfixes

• Fixed: including "read" in Filter View causes VERY slow performance in workspaces with large number of chats

• Fixed: sharing link gives error for logged-in user

• Fixed: error message in Pipedrive active panel when a Deal is not connected to a person

Bugfixes

• Fixed: Phone numbers not recognized in HubSpot contacts when automatic formatting is applied

• Fixed: "send message" widget not displayed over phone numbers in phone fields anywhere in HubSpot

• Fixed: Phone numbers not detected in HubSpot once page is loaded, "Refresh phone list" required

• Fixed: existing chat not opened when user participates in multiple workspace

• Fixed: Can't edit phone number after entering it in "Start new chat" dialog

• Fixed: "Restart extension" button font color invisible

• General improvements to phone number detection

Features

• "+" button that allows to start chat by entering phone number (rather than selecting detected number)

• Add context menu actions and overlay widget to start chat with detected numbers

Improvements

• allow to enter multi-line message in "new chat" dialog

• workspace can be selected, in case a user participates in multiple workspaces

Bugfixes

• not possible to send attachment without text

• correct display of numbers in international format (with +) in the list of detected numbers

• Send WhatsApp messages from any page with one click!

• Attachments support

• Available for download in Chrome Web Store

Improvements

• Embedded Zapier templates at Zapier settings page

Fixes

• Broadcast messages are not processed properly

• No email is sent when inviting existing user into another workspace

• Shared inbox: attachment are unavailable in "Media, links and docs" tab

• Chats autorenaming is wrong for Business Accounts.

• Identical messages in chat not synced properly

• Misc bugfixes and stability improvements

• Native Hubspot integration

• Automatically save conversations from connected WhatsApp accounts to Hubspot contacts and deals

• File attachments fully supported

• Available at Hubspot Marketplace

Installation Guide in our Knowledge Base article

Bugfixes and Stability Improvements

• Improved UI feedback when the file is too large for sending in Pipedrive in “send” embedded action

• Improved Pipedrive connection stability

• Fixed a bug with an incorrect display of the owner name in the Pipedrive

• Fixed a bug with automatically assigning a chat to the member who initiated them

Improvements

• Support attachments sending via Inbound webhooks (file size restricted to 2 MB)

• Support specifying chat or group by chat_id or JID

Bugfixes

• Performance issue in filter views that use "read status" attribute

• Issues with unsupported timezone selected at registration time

• Native Zapier integration for WhatsApp messaging automations

• Trigger workflows based on received / sent messages and new chats

• Send messages and file attachments into new and existing chats

• Query message sending status and more

More details in our Knowledge Base article

Features

• Added Mass messaging campaign via CSV Import

• Added Support of template variables in CSV Import campaigns

• Visual indication (in Timelines chat view) for messages sent via mass sending campaign

Changes and restrictions

• Sending quota enforced for all types of campaigns (Bulk Reply, CSV Import).

• File size restricted to 1.5 Mb for all types of mass sending campaigns

• Sending interval increased to 10 seconds for all types of mass sending campaigns to improve deliverability

Improvements

• Improved delivery of messages to connected sessions (WhatsApp Web, WhatsApp Desktop)

• Support for receiving very large attachments

Bugfixes and

• Solved problem with sending messages to new chat stuck on “Waiting for this message…” at recipient’s Whatsapp App or Web / Desktop sessions

Bugfixes

• It’s possible to edit chat labels even if one of the labels is removed

• Chat/contact rename works without issues now

• Bulk Whatsapp sending with attachments doesn’t result in failure

• Messages status is displayed correctly when sent by a teammate

• Voice message attachments preview is displayed propetly

• Whatsapp groups name is now displayed correctly

• PipeDrive API rate limit is now handled correctly

Improvements

• General stability improvement of QR code generation for Multi-Device mode

• General performance optimizations