We’re excited to introduce a new enhancement to your Modal experience. The Branded Onboarding Dashboard is now live! This new dashboard gives you full visibility into your onboarding services.

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Full Visibility into Onboarding Services

✅ Remaining Credits: Always know your available balance for branded onboarding calls.

✅ All-Time History & Volume: Track your complete history and onboarding recordings

✅ Attendance & Feedback: Monitor client attendance ratings and review the latest CSAT reports.

New Updates: Branded Onboarding Dashboard

How to access your new onboarding dashboard:

Your Modal

We’re excited to introduce a new enhancement to your Knowledge Base experience, Courses are now directly accessible from your Help Library!

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Course Link in Help Library

✅ Added course links directly to Help Library!

✅ Seamlessly guide users from help articles to structured learning

✅ Improve content discoverability and navigation

We’re excited to share that the new features for Alert Popup Display Controls are live!

✅ Always show (no stop rules applied)

✅Stop after X page loads

✅Stop after the user closes the pop-up (X button)

✅Stop after a specific CTA is clicked

✅Stop showing after a specific date and time

✅Regular pop-up

✅Exit-intent pop-up

These new controls give you full flexibility over how and when your pop-ups appear, helping you reduce user annoyance, increase engagement, and optimize conversions by showing the right message at the right time.

✅Change Logs History has been added in Automation, providing a clear record of all past actions and changes for better tracking.

✅Charts for article reactions and news articles are now available in the reporting dashboard, giving you deeper insights into engagement and performance.

✅Pop-up UI issues have been fixed, ensuring smoother interactions.

✅The double scroll issue in certain tabs has been resolved for a cleaner, more fluid user experience.

✅Formatting issues in bot messages and other communication have been addressed, enhancing clarity.

✅Several Modal UI issues have been updated for a more consistent and polished interface.

✅The blank screen issue when opening logs from the right panel has been fixed, making your workflow more seamless.

This update enhances both the automation tracking and reporting capabilities, allowing agency owners to manage data with greater transparency and accuracy. The new charts help you gain deeper insights into article reactions, boosting branding and engagement. The UI fixes improve efficiency and professionalism, making the system more reliable and user-friendly for you and your clients.

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✅Users can now switch between different chart types (e.g., bar, line, pie, table) to visualize their data in the most insightful way.

✅The selected chart type can be previewed and applied in real-time, ensuring quick adjustments to your data view.

✅Dynamic filters can be applied to cards based on available data parameters and are reusable across cards when applicable.

✅Choose from a comprehensive set of available metrics to display within each card, offering more customization and control.

✅UI issue on the widget side related to articles has been fixed, ensuring smoother functionality and a better user experience.

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This update gives agency owners complete control over how they present data, making it easier to track and visualize key metrics. The flexibility in chart types and filters enhances efficiency, professionalism, and ensures data is displayed in the most meaningful way for your clients. With a streamlined interface, you can now offer an even more polished experience that clients will trust and appreciate.

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Happy charting! 📊

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We’ve improved the Modal AI Chatbot by resolving several issues, enhancing its capabilities to handle various scenarios more efficiently. Now, you can:

✅ Receive more accurate responses when the AI doesn’t know the answer.

✅ Ensure smoother transitions from AI to human support.

✅ Improved handling of custom articles within the chat interface.

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This update significantly improves the user experience by:

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AI will now provide a prompt for users when it cannot answer a query:

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✅ : Rolled out enhancements focusing on email integration.

✅ : Completed tests with no major issues reported, ensuring readiness for future transitions.

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This ensures more reliable email handling and smoother transitions with the ticketing system, improving overall service quality.

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✅ : Fixed chat connection problems and improved feedback form visibility.

✅: Ongoing enhancements for better stability, addressing disconnection issues.

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This update improves chat functionality and ensures a smoother user experience with fewer connection disruptions.

We've enhanced the Control Panel API to give you greater control over location-based and agency-wide settings. Now, you can:

✅ Enable or disable features for specific locations or across your entire agency.

✅ Update logos for different sub-accounts to enhance branding.

✅ Manage widgets, live chat, and email support seamlessly.

This update helps agencies and businesses improve branding, efficiency, and trust by offering:

📌 Easier customization – Tailor each location’s settings to its needs.

📌 Better control – Manage features for individual locations or apply changes globally.

📌 Time-saving automation – Quickly adjust settings with API actions instead of manual changes.

You can access these features via the Control Panel API using the following endpoints:

🔗 API Documentation: View API Docs

API Endpoint: https://setup.locationapi.co/setup/location

Manage settings for an individual location:

Enable/Disable Widgets

Enable/Disable Live Chat

Enable/Disable Email Support

🔹 Example Action: Enable the Widget for a selected location.

API Endpoint: https://setup.locationapi.co/setup/location

Upload a custom logo URL to enhance branding for different sub-accounts.

API Endpoint: https://setup.locationapi.co/setup/agency

Override all individual location settings to enable/disable:

✅ Widgets

✅ Live Chat

✅ Email Support

🔹 Example Action: Disable widgets globally across all sub-accounts.

🎥 For a step-by-step visual guide, check out this Loom video!

💡 Try it out today and take full control of your agency’s settings! 🚀

We have updated the styles to ensure consistency across all themes in response to recent updates made in CRM. This fix ensures that menu links now properly align with the selected theme’s styles, preventing any inconsistencies in design and layout.

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Previously, some custom menu links appeared inconsistent with the selected theme due to HL’s recent updates. This fix ensures that your custom menu links now match the styling of the applied theme, maintaining a seamless and professional look across your platform.

Adjusted to align with the chosen theme’s design.

Ensures menu links no longer override or mismatch with applied styles.

A more polished and uniform appearance across all themes.

No action is required on your end—this fix has already been applied.