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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.

We’re excited to introduce an update to the Lock & Hide feature in the Theme Builder: the Content AI tab can now be locked or hidden! This addition allows for more customization and control over access to AI features within your platform.

This update gives you the ability to manage the visibility of the Content AI tab within sub-accounts. Whether you want to restrict access for specific users or customize the interface to reduce clutter, this feature ensures a more tailored user experience.

Access the Lock & Hide Feature:

Navigate to the Theme Builder and open the Lock & Hide settings.

Use the provided sample Google Sheet URL to make your own copy.

Deploy and implement the sheet with the necessary configurations.

Apply the Lock & Hide Settings:

Locate the Content AI tab in the Lock & Hide section.

Choose to lock or hide the tab based on your preferences.

Changes:

Once the settings are updated, changes will reflect in your platform immediately.

Check out this Loom video for a step-by-step walkthrough!

With this update, you now have greater control over which features are accessible to users.🚀

🌟 Fine-Tune Your User Experience with Feature Lock and Hide Settings! 🌟

We’re excited to introduce a powerful update to the Theme Builder: Feature Lock and Hide Settings now also available for Content AI tab! This new functionality allows you to control which features are visible, disabled, or hidden entirely for different users within your agency or sub-accounts.

This update gives you greater flexibility in managing user access, ensuring that clients and team members only see what’s relevant to them. Whether you are restricting features for different subscriptions or restricting access to certain individuals, this tool enhances both security and usability across your CRM.

Access the HL Pro Tools Theme Builder:

Open the Theme Builder from your Agency View.

Select the desired theme (e.g., Clean White Theme).

Set Up the Google Sheet:

Click on the sample spreadsheet link provided in the Theme Builder.

Make a copy of the sheet for your use.

Modify the sheet to list the features you want to lock, hide, or display. Add custom menu links by copying their IDs from your sub-account or agency view.

Once configured, copy the public share link of your Google Sheet.

Link Google Sheet to Theme Builder:

In the Theme Builder, navigate to the Feature Lock and Hide Settings.

Paste the Google Sheet URL into the designated field and click outside the box.

A script will be generated; copy this script.

Deploy the Script via Google Apps Script:

In your Google Sheet, click on "Extensions" > "Apps Script."

Replace any existing code in the code.js file with the copied script.

Click "Deploy" > "New Deployment" and select "Web App."

Set access to "Anyone," authorize, and deploy.

Copy the generated Web App URL.

Finalize in Theme Builder:

Paste the Web App URL into the second field in the Feature Lock and Hide Settings.

Configure the third field with your unlock message URL (e.g., a funnel page prompting users to upgrade or contact support).

Save and Apply:

Click "Save" and "Apply Theme" to implement the settings.

Refresh your agency view to see the changes.

Check out this Loom video for a step-by-step walkthrough!

Test your settings thoroughly to ensure the correct features are locked, hidden, or displayed. Use custom unlock messages to guide users on how to gain access to restricted features.

Take control of your agency’s interface today with this HL Pro Tools exclusive feature! 🚀📅

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We’ve updated and fixed all the review request forms in your Saas Snapshots! These forms are now fully functional across all Priority Starts, Smiles, and Thumbs workflows for the following snapshots:

With these improvements, you can now confidently collect feedback and reviews without a hitch. 🛠️✨

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Getting client feedback is crucial for growth and trust-building. These updates ensure a smooth experience for your clients, so you can maintain professionalism and improve your services with accurate insights. 📊🤝

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Use the review forms in your current workflows.

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

💡 Test each form before sharing it with clients to ensure it meets your exact needs. 😊

Curious about the Sticky SaaS Machine but don’t have it yet? Learn more and get started here:https://go.hlprotools.com/kick-saas-starter-pack

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You can now rearrange menu items in the left-side navigation bar directly from the Theme Builder! 🎉 Whether you want to prioritize frequently used tabs or declutter your view, this update makes it super simple to customize your workspace. 🚀

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This feature lets you prioritize important menu items for your team or clients, making navigation faster and more intuitive. Perfect for keeping workflows streamlined and ensuring focus on what matters most. 💼✨

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Access Global Settings

Go to the Theme Builder in your sub-account.

Navigate to Global Settings.

Enable Reordering

Toggle the option to Enable Menu Reordering.

Drag and Drop Menu Items

Click and drag any menu item to reorder it.

Move "" to the top or drop "" lower down.

Save Your Changes

Click Save to apply your new menu arrangement instantly. ✅

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Check out this Loom video for a quick walkthrough! 🛠️

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Reorder based on your team's priorities. Highlight high-use tabs for faster access and push lesser-used items to the bottom for a cleaner interface. 💡

Transform your navigation experience and keep your team focused with this sleek new update! 🖱️✨

We’ve added detailed troubleshooting steps for the lockout feature in the Theme Builder, specifically focusing on using Google Sheets. This guide will help you diagnose and resolve issues when changes made in Google Sheets aren’t reflecting in the agency.

Troubleshooting the lockout feature effectively ensures that your lock and hide settings work seamlessly across your agency. By following these steps, you can identify and correct any discrepancies between your Google Sheets setup and the agency’s functionality, thereby improving overall performance and user experience.

- Ensure your Google Sheet is clean and accurately follows the provided sample format. Check for any added fields or invalid data that could cause issues.

- Confirm that the Google Sheet matches the required structure for the lockout feature.

- After creating the Web App URL, test it to ensure it is functioning properly. If you encounter errors or issues, this might indicate a configuration problem or an issue with data updates.

- A correctly configured Web App URL should display data in JSON format, including location ID and lockout settings. Ensure this data is accurately reflected.

- If the Web App URL shows errors or incorrect data, reprocess the setup and ensure that all configurations are correct.

- Verify that the JSON data is correctly formatted and includes all necessary fields for the lockout feature to work.

- Once the Web App URL displays the correct JSON data, refresh your agency to see the updated lockout and hide features in effect.

- Check that the lockout settings, such as hidden tabs or disabled tabs, are applied as intended.

- If the lockout feature still isn’t working despite correct JSON data and a properly configured Google Sheet, review the data in your Google Sheet for any errors or inconsistencies.

please refer to this accompanying Loom video.

By following these steps, you can ensure that the lockout feature is set up and functioning correctly.