What’s new in Cloodot

WhatsApp

• Send templates with a Flow button. Customers fill in the form right inside WhatsApp, and their answers come straight back into the conversation.
• Flows that open with information already filled in now work everywhere you send — a one-off reply, a campaign, or the developer API. Pick the template and add the form's starting data alongside your other variables.
• A submitted Flow can start a workflow, with every answer available as a field for the steps that follow.

Campaigns

Scheduling and the new builder are rolling out account by account — here's what lands when they reach you.

• Schedule a one-time campaign for a future date and time, and cancel it back to draft whenever you change your mind.
• Publish a campaign while its template is still under review and it starts on its own the moment the template is approved — no more watching your inbox for the approval mail. If the template is turned down, the campaign stops instead of sending.
• Scheduled campaigns show their start time in the campaign list and on the analytics page.
• The redesigned builder keeps a message preview beside you as you edit, gives variables their own step, holds section headers in place while you scroll, and saves your draft as you work.
• The delivery funnel is easier to read, and the "Send test to myself" button is now easier to spot.

Workflows

• Paste a sample of what your trigger sends and every field inside it becomes available to later steps — so you can build the rest of the workflow before it has ever run.
• Also rolling out: a Send Email step that takes To, Cc, and Bcc recipients, with a proper formatting toolbar for the body — bold, italics, underline, strikethrough, lists, headings, and links.

Contacts

• Importing a CSV is now a three-step workspace. Map your columns side by side with a live preview of the real values, then review exactly what's ready, what's duplicated, and what needs fixing before a single contact is created.
• Big files import noticeably faster, duplicates inside the file are caught before the import starts, and rows with problems come back in a report instead of derailing the whole run.

Inbox

• When a snoozed conversation wakes up, whoever set it aside now hears about it. Conversations the AI agent is handling stay quiet and just resume.
• Copilot's conversation-history popover is back on Home.

Developers

• Set a contact's custom field values from the API, from a connected assistant, or by asking Copilot. Values are checked against the field's own rules before they're saved.
• Add a knowledge base link with auto-crawl already switched on, or turn it on for a link you added earlier — from the API, a connected assistant, or Copilot.
• The Cloodot connector now describes its full range: conversations, contacts, collections, channels, knowledge base, campaigns, and skill sets.

Channels

• Every email channel now gets its own unguessable inbox address, so nobody else can claim or guess yours.

Speed & reliability

• Pages that would previously hang on a slow request now come back cleanly.
• The Shopify app opens to a visible screen straight away instead of a blank one.
• Message delivery statuses settle quietly instead of retrying in the background.
• Webchat holds onto a visitor's messages more reliably and reconnects on its own if the connection drops.
• Leave a tab open across a release and a small "Refresh" prompt now appears, so you're never stuck on yesterday's version without knowing it.
• Newly released pages no longer bounce you back when you navigate to them.
• Edits you make show up immediately and stay put once they're saved.

Polish

• Workflow nodes sit on softly shadowed cards, the selected node's border is unmistakable, and the editor's panel dividers are actually visible.
• The message composer's focus ring now matches the rest of the product.
• Breadcrumbs line up with the page header instead of sitting slightly off.
• The emails we send you have been restyled for a cleaner, more consistent look.

Elsewhere

• Facebook and Instagram data-deletion requests now disconnect the affected channels automatically.
• Routine security hardening across the platform.

Workflows

• The editor has been rebuilt around a calmer, roomier canvas: tabbed pages, a Live switch in the header, and a bottom toolbar that keeps the controls you use most within reach.
• Drafts now autosave as you build, so you never lose work to a stray refresh or a closed tab.
• Add steps without leaving the canvas — quick-add puts the next node one click away, and the node library now sits as its own sidebar column with search and full keyboard access.
• Drag the editor's sidebars to whatever width suits you.
• Nodes tell the truth at a glance: clearer run-status pills, honest "not configured yet" states, and a brand-coloured selection border so it's obvious what you're editing.
• Send-WhatsApp-template steps now support templates with an image, video, or document header — paste a media URL and preview the finished message before you go live.
• If a template is missing a variable, the send now fails with a message that tells you exactly which one, instead of a generic error.
• Deleting a workflow now properly cleans up anything still in flight.

Mobile

• Teams are now a native part of the mobile app. Create, rename, and delete teams, manage who's in each one, and switch on a team inbox — all without being bounced out to the web.

Copilot

• Connect Meta Ads to Copilot in one click. Once linked, you can ask about ad performance, campaigns, and catalogues right from the chat.

Webchat

• The first message a visitor sends no longer briefly shows as failed when it was delivered just fine.

Speed & reliability

• Live updates connect the moment a page opens, so new messages and changes land without a wait.
• The pricing page loads noticeably faster.

Polish

• No more dark-mode flash when moving between pages, and backgrounds stay solid instead of momentarily showing through.
• Workflow editor typography, spacing, and status colours now match the rest of the product.

Elsewhere

• Routine security hardening across the platform.

AI

• The AI agent's animated avatar no longer takes the page down on machines where it can't be drawn — privacy extensions, older graphics setups and busy pages now fall back to a simple gradient and the rest of the screen keeps working.

Onboarding

• The channels step of setup is shorter: the human-handoff switch is gone. Handoff behaviour is part of how your agent works, not a choice you have to make before you've even met it.

Polish

• The command bar's selected row now uses the same tint as the rest of the sidebar, so highlights look at home wherever you open it.

Team inboxes

• Each team can have its own shared inbox. Turn it on under Settings → Organization → Teams, then open it from Team Inboxes in the sidebar.
• Route a conversation into a team from the conversation sidebar or the command palette. Manual routing keeps the current agent — a chat can sit in a team inbox and still be owned by someone.
• Team inboxes are available on the Starter plan and above.

AI handover routing

• When the AI hands a conversation to a human, it can send it to the team whose description best matches the reason for escalating — or to the general queue if nothing clearly fits.
• AI handover clears the AI assignee so the team (or queue) owns the conversation. Write clear team descriptions so escalations land in the right place.

Docs

• Inbox — Team Inboxes views and manual routing
• Teams — Enable inboxes and write routing-friendly descriptions
• AI Agent — How automatic team assignment works on handover

Inbox

• Assign a conversation to a team, not just a person. Team routing sits alongside your existing agent assignment, so you can hand work to the right group first and let them pick it up.
• Each team can have its own shared inbox, listed under Team Inboxes in the sidebar with its own unread count. Turn it on per team from team settings — available on Starter and above.

AI

• Setting up your first AI support agent is now a guided walkthrough: name it, choose its tone and answer length, point it at your knowledge, pick its channels, and see a live preview of how it will reply as you go.
• The walkthrough runs while your new workspace is being built, so the setup time is time you're already using. When you finish, your agent goes live and you land in your inbox.
• When your AI can only loosely match a question to your knowledge base, that question is captured for review — so you can see which gaps are worth filling, even on a knowledge base that already covers a lot.

Collections

• Product carousels sent by your AI agent render dependably across Instagram, Facebook Messenger and WhatsApp, whatever each channel allows. Long titles, missing images and buttonless cards are all adapted to fit, so your products reach the customer looking right.
• The collection item editor shows you the rules as you write: title and subtitle limits, either up to two quick-reply buttons or a single link button, and web links only. Anything out of bounds is flagged inline, before you save.
• Collection Insights counts carousel views for items with link buttons, so stores using "View Product" links get a complete most-shown report.

Campaigns

• Published campaigns can no longer be deleted — only drafts and failed campaigns. If a selection includes a live campaign, delete is disabled and tells you why.

Copilot

• Copilot knows your plan's allowances and how much of each you've used, so it can tell you where you have headroom before you start building something new.
• Cleaner minimize and close controls in the copilot header.

Developer API

• Collection items accept your own reference id (externalId) when you create or update them, so you can match items back to your catalogue. Ids must be unique within a collection; reusing one returns a clear conflict error.

Shopify

• Removed a redundant badge from the billing card for a cleaner plan-selection screen.

Inbox

• Reply to a specific message: pick any earlier message in a conversation and your reply is sent as a quote, so it's always clear what you're responding to. The quoted message shows right above your reply in the inbox.
• On WhatsApp and Facebook Messenger, the quote is delivered natively so the customer sees exactly which message you replied to. On Instagram the quote is shown in your inbox to keep your team on the same page.
• Sidebar counts now use a cleaner, quieter badge so the numbers are easy to read at a glance.
• Status and channel colors are more consistent across the inbox, so the same thing always looks the same wherever you see it.

Shopify

• Merchants on the free plan are now set up automatically, with no billing step to get in the way.
• Tidied up the app home by removing the extra quick-links section for a more focused landing screen.

Inbox

• Channel badges are now clickable — tap one to open the customer's profile on that channel in a new tab.
• Reply by voice: dictate a message instead of typing it.
• Long conversations stay put as new messages arrive, and a "new messages" pill lets you jump to the latest without losing your place.
• Contact names now render without stray tildes or decorative symbols, so people show up with clean, readable names.
• Label chips pick text color for contrast, so every label stays legible whatever its background.

Copilot

• Ask Copilot from anywhere on your dashboard through a floating dock, and pop the chat out into a draggable window that stays with you as you work.
• Browse your recent Copilot conversations from a history popover on Home and pick up where you left off.
• Copilot connects faster and more reliably when you open a chat.

AI replies

• Your AI assistant now draws on a conversation's custom-field values when it drafts replies, so answers reflect the details you've already captured.

Campaigns

• Campaign stat totals now respect the date range and any selection you've made, so the numbers always match what you're looking at.

Channels

• Connecting Instagram now jumps straight to the success step once you authorize, instead of leaving you on the setup screen.
• WhatsApp now supports usernames, so contacts can be recognized by their WhatsApp username.

Web chat

• Web chat delivery is steadier: messages are confirmed only once they're safely saved, and the connection stays alive on quiet channels.

Speed

• The inbox and its pages load noticeably faster, fetching just what each screen needs so you're ready to act sooner.

Security

• Routine security hardening across the platform.

Plans & limits

• Your plan's collection limit now applies consistently no matter how you add them — in the app, over the developer API, or through connected tools — so what you can create always matches your plan.
• Usage and credit alerts speak up again when your situation changes. Dismiss a warning, then cross back into a limit (or drop below it and hit it again), and you'll get a fresh alert instead of silence.

Copilot

• Filtering the member list by role or availability now applies across every page, so totals and paging reflect what you actually filtered — not just the first screen of results.

WhatsApp

• Carousel messages are more reliable: they're checked before sending, and when a messaging window has expired you now get the correct notice instead of a quietly dropped error.

Security

• Routine security hardening across the platform.

API & Developers

• Assign a conversation back to your AI assistant straight from the API — the same handoff you can do by hand is now available to copilots and external integrations, alongside assigning to a teammate.
• Send an approved WhatsApp template into an existing conversation by ID, so you can reach a customer even after the free-text reply window has closed.
• Free-text replies on WhatsApp, Facebook, and Instagram now return a clear "message window expired" response when the customer-care window has closed, pointing you to send a template instead of failing silently.

WhatsApp

• Org owners are now emailed the moment a WhatsApp message template is approved or rejected, so you no longer have to keep checking the template list to find out.

Contacts

• The contact name clean-up now runs everywhere you see a contact — the contacts table, watchlists, deals board, contact drawer, message composer, timelines, CSAT and campaign reports, and more — so names read consistently across the whole product.
• When a name has been tidied, hover over it to see the original, unaltered value — nothing is ever hidden from you.

Home

• Copilot now lives on the Home screen — admins and owners see recent conversations alongside the assistant, with the dashboard as the starting point for new chats and an Ask Copilot composer to kick off the first message. Members still get the dashboard on its own. The separate Copilot page is gone; bookmarks to the old address still redirect.
• Home loads sooner after you sign in, without waiting behind the startup splash — you land in your workspace faster.

Shopify

• The embedded Shopify app now includes an Inbox page in the Admin sidebar — see open conversations your AI is handling and jump straight into the full dashboard to reply.

Inbox

• Hover over a tidied contact name in the conversation list or open conversation header to see the original, unaltered value — matching the behavior everywhere else in the product.

Help

• Every help article has been refreshed with clearer, more direct wording so answers are easier to find and read.

Inbox

• Messages that started from an ad now carry a clear "From ad" note, with a quick preview on hover so you can see what the customer responded to.

Shopify

• Clearer wording while an install is still finishing, so you know exactly what's happening during setup.

Plans

• New workspaces no longer briefly flash a plan-cancelled message while your plan is being set up.

Reliability

• A tidier signup that avoids leaving behind empty, half-created workspaces.
• Routine security hardening across the platform.

Shopify & Plans

• Manage your subscription directly through Shopify's Managed Pricing — no separate in-app plans page to keep track of.
• Just connected Shopify? If you don't have a plan yet, you're taken straight to plan selection so you can get started without hunting for it.
• Shopify-billed workspaces no longer see a plan-cancellation prompt that didn't apply to them.

Dashboard & Billing

• The dashboard and billing pages now come up cleanly while they load, with the billing details that matter surfaced up front.

Inbox

• Message reactions have a crisper, lifted look that's easier to read against any bubble.
• Contact names are tidier — stray decorative symbols are removed automatically, so names read the way they should.

Navigation

• Sidebar items and their sub-items now share one consistent highlight as you hover and select, so it's always clear where you are.

Channels & integrations

• When a channel disconnects, you'll now see a clear banner so you can get it back online in a click instead of hunting through settings.
• Shopify now shows up in your integrations even before you connect it, so it's easy to find and set up.

Shopify

• A new in-app Plans page lets you see and switch your plan without leaving the app.
• Installing from Shopify now sets you up with your own dedicated workspace automatically, with a cleaner first-run experience.

Deals

• The Deals board opens faster, with your most recently active deals already in order.

Inbox

• The inbox loads faster and feels steadier the moment you open it, including under heavy use.
• A slightly tighter conversation list makes more chats visible at a glance.

Contacts

• The Block action now lives in a tidy overflow menu next to Edit, and the contact card lines up more cleanly.

Copilot

• Copilot now works with a fuller, clearly-named set of tools, so it can help with more of what you ask.

Developer API

• Send one-off template messages directly through the API, and template campaign sends now live under Campaigns.

Elsewhere

• Every page now sets a proper browser tab title, so saved tabs and history are easier to tell apart.

Inbox

• The unread and folder badge counts on your inbox now load noticeably faster, so your inbox feels quicker and more responsive the moment you open it.

Watchlists

• Your segments now live as tabs across the top of the table, so you can jump between them in a single click instead of digging through a dropdown.
• Drag the segment tabs to reorder them, and your order is remembered for everyone on your team.
• Pick exactly which custom-field columns appear on the table, so you only see the data that matters to you.
• The Contact and Phone columns stay put as you scroll sideways, the Stage column sits right where you expect it, and a noisy extra column has been cleared away for a cleaner view.
• On supported plans, manage your watchlists directly and keep a segment pinned so its contacts stay front and centre.
• Large watchlists open quickly, even with thousands of contacts.

Contacts

• The Phone column now stays pinned as you scroll across a wide contacts table, without ever overlapping the email beside it.
• Opening a contact now lands you on their Activity first, so you see what's been happening right away.
• Dragging a deal across the board now highlights the target stage in that stage's own colour, so it's clear where the card will land.

AI & Inbox

• Conversations that were stuck open now pick back up and reply the moment a new message comes in.
• A hiccup after a reply is sent no longer triggers a false "AI response failed" handover — the reply stands on its own.
• Conversation previews written in Malayalam now render in the correct script, so they read clearly in your inbox.
• Fixed a mobile glitch where a drawer could paint over the dialog on top of it.

WhatsApp

• Your WhatsApp number's health and quality status now reflects the live values straight from Meta, so what you see matches your WhatsApp account exactly.

Workflows

• The workflow editor now has a single, unified top bar, with a tidier node, clearer run-history filters, and easier pickers.
• Workflows now make sure each step has the conversation context it needs, both as you build and when they run.

Behind the scenes

• Large contact and segment lists load reliably at scale.
• Steadier performance and memory use across the platform during busy periods.
• A brief network blip no longer signs you out unexpectedly.
• Routine security hardening across the platform.

AI

• AI never quietly skips a reply anymore. When it can't answer a message — or an attachment can't be delivered — it hands the conversation over to a human and posts a clear note on what to do next.
• Those fallback messages now show in your customer's language.
• AI replies are more concise, getting to the point without the extra padding.

Contacts

• Select several deals at once and drag them to a new stage in one move on the Deals board.
• A new Contact Stages shortcut in Settings takes you straight to managing your pipeline stages.
• Watchlists keep the Segment and Contact columns pinned as you scroll, so you never lose track of which row you're on, and large lists load smoothly.

Workflows

• The left sidebar now stays in view on the workflow analytics page, so you can move around without backing out.

Behind the scenes

• Large segment and contact lists now load reliably, even at scale.
• Routine security hardening across the platform.
• Reliability improvements to keep you signed in.

Contacts

• Edit a contact's pipeline stage inline on the Deals board, so you can move deals along without opening anything.
• Watchlists are now a single unified table that spans all your segments, making it easier to work through everything in one place.
• Contacts, Deals, Watchlists and Segments refresh on their own when you switch back to the tab, so you're always looking at the latest.

Insights

• Channel Split and Sentiment charts now load reliably and stay fast.
• The Live Map globe gets a cleaner, neutral look.

WhatsApp

• Fixed carousel template buttons that could drop their link, so carousels send correctly.

Behind the scenes

• Routine security hardening across the platform.
• Reliability and performance improvements across Contacts and Insights.

Workflows

• Workflows now have their own place in the sidebar, so automations are easier to find and build.
• Start faster from a new template gallery of ready-made playbooks organized by contact stage, including retail and e-commerce flows.
• Trigger and act on a contact moving between stages, so your follow-ups keep pace as deals progress.
• Toggle a mini-map on the canvas to keep your bearings in larger workflows.

Contacts

• Watchlists are redesigned as a pinned summary strip with a focused panel, making it easier to see what needs attention at a glance.
• The contact details drawer is now a cleaner, single-column panel that's quicker to scan.
• Jump to Deals directly from the Contacts sidebar.
• Open a command palette from a contact's chat to take action faster.
• Contacts and segments tables now fill the full height of the screen, so you see more without extra scrolling.

AI

• The AI copilot is sharper and more capable on complex requests, while staying fast on routine ones.

Billing

• The Manage Payment Method button now reliably opens your billing portal and shows a loading state while it does.

Behind the scenes

• Routine performance and reliability improvements across the platform.

The Leads view is now called Watchlists.

Watchlists better describes how the feature works: choose important contact segments, then monitor matching contacts as those groups update automatically. Use Watchlists for complaints, VIP customers, follow-ups, sales leads, or any other segment your team needs to keep in view.

Existing watchlist layouts and display settings are preserved.

AI personas

• AI personas now remember earlier conversations with the same customer. When someone says "the order I placed last week" or "the tumbler I asked about", the AI picks up where you left off instead of starting from scratch.
• Details a customer has already given — like an order number, email, or other custom field — are now carried through the conversation, so the AI won't ask for the same thing twice.

AI personas

• Response length and personality options have been redesigned, making it easier to set how long your AI replies should be and how they should sound.

Insights

• The globe view is now Live Map and lives under Insights, alongside your other reporting.
• Visitor counts on the map now reflect true totals, so what you see matches what's actually happening.

Workflows

• Creating a workflow is now a single, streamlined path — the separate template gallery has been removed in favour of one clear way to get started.

Inbox

• The left sidebar now collapses automatically when you open a playground panel, giving you more room to work.
• The Conversations menu item only highlights when you're actually on the Conversations page, instead of staying lit on other Insights screens.

AI personas

• Set a maximum length for AI-handled sessions. Once a conversation runs past the limit you choose, it hands over to a human agent automatically — so nobody gets stuck in an endless bot loop.
• When a customer quotes or replies to an earlier message, the AI now understands exactly which message they're responding to and answers in context.
• AI replies now draw on much more of the conversation — ads a customer came in from, story replies, shared posts, interactive messages, and contact details shared in chat — so responses are more relevant and personal.
• Fixed personas set to longer replies being cut shorter than intended; "long" now reliably means long.

Inbox

• Quoted replies now show consistently across channels, so you can see exactly which message a customer is responding to.

Workflows

• Steps now pass useful data forward. A node can read fields from the steps before it — message text, conversation status, channel, labels, starred state, the assigned agent or persona, and each action's actual output — so decision and message nodes can act on what really happened earlier in the run.
• The variable picker now shows the real values each step produces, instead of an empty or mismatched list.

AI personas

• AI replies sound more like a real person and less like marketing copy — they lead with the answer, drop filler openers, and keep a warm, direct tone.
• Fixed a problem where some AI replies were silently dropped instead of sent, so customers now reliably get a response.
• Personas hold even more closely to their configured reply length.

Billing

• Buying marketing credits now works reliably: you're taken to complete payment when one is needed, and the success confirmation only shows once credits are actually added.

Inbox

• Facebook reels and Instagram story mentions and shares now appear as rich cards right in the conversation, so you can see what a customer sent at a glance.
• Shared Instagram reels show a click-to-expand preview instead of a bare link.

AI personas

• A persona's Goal is now a rich-text editor, just like Description, so you can format and structure it the same way.
• The AI now holds to each persona's goal, tone, and reply length consistently, even across long back-and-forth conversations.

Workflows

• The API Request node now supports variables and returns a clearer, more predictable result.

Security

• Routine security hardening across the platform.

AI extraction

• Label and custom-field extraction now reads image and audio attachments, not just text, so more conversations get tagged automatically.
• Automatic tagging no longer overwrites good values with blanks, so existing labels and fields stay intact.
• The right assistant is matched to each conversation faster and more reliably.
• Handing a conversation over to AI updates the view instantly.

Speed

• The next page of any table is ready the moment you click.

Workflows

• The Browser node's Run quick action now covers both markdown extraction and crawling.
• Small polish to node headers and badges for a tidier canvas.

WhatsApp

• Catalogues: Manage products end to end, with bulk actions and CSV import that maps your columns to the right fields.
• Your agent understands catalogue and order messages, so it answers product questions accurately.

Knowledge base

• Sitemap import: Point Cloodot at a sitemap, choose the pages you want, and watch which ones import successfully.

Workflows

• Run history: Review past executions and test a workflow straight from the editor.

Inbox

• Long conversation histories scroll smoothly, however many messages they hold.
• Download attachments straight from the message menu.

AI

• AI replies come back noticeably faster.
• Copilot tool calls show inline, with hovercards and a detail drawer.

Workflows

• Fetch node: Make an external HTTP request as a step in any workflow.
• AI extraction: Turn freeform content into structured fields you can act on.
• Reliable triggers: Long-running processes resume reliably instead of dropping partway through.
• The action sidebar is redesigned with search, sorting, and categories.

Copilot

• A dedicated Copilot page with clearer navigation.
• Draft replies with Copilot directly in the message input.
• AI persona filters route conversations in the inbox automatically.

Inbox

• Infinite scrolling and instant-feeling updates make the inbox snappier than ever.

Contacts

• CSV import with deduplication and support for multi-line fields.

Teams

• Create teams, assign members, and set role-based permissions.
• Select an active team within an organization to keep collaboration focused.

Integrations

• Cal.com: Connect your Cal.com account and manage scheduling from a dedicated card.

Webchat

• An unread badge appears when the widget is minimized, with toast and browser notifications for new messages.

Contacts

• Block or unblock a contact across every channel, with a reason recorded.