What’s new in Cloodot

Calls

• Connect Twilio, Telnyx or Plivo and let your voice agent answer phone calls.
• Call customers from the inbox, contacts or deals.
• A redesigned Calls page, with live listening.
• Calls open with a spoken AI and recording notice.

AI

• Let AI label and summarize while your team replies.
• Your AI agent reads PDFs customers send.
• Admins can give Copilot workspace-wide instructions.
• Daily reviews and recommendations are part of the Growth plan.

Workflows & skill sets

• Start workflows from story replies and mentions.
• AI steps can work with images and other media.
• Create WhatsApp templates right inside a workflow.
• New Heffl CRM and ERPNext skill sets.

Team & contacts

• Every teammate has a profile with their role, teams and workload.
• Bring contacts and chat history over from the WhatsApp Business app.
• Find contacts by phone or email from search.

Mobile

• Swipe-away sheets for dialogs and sidebars on phones.
• Block or unblock a contact from the mobile app.
• A Liquid Glass look on iOS.

Polish

• Crisper icons, a more accessible chat widget and a better video player.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Inbox

• Write emails with To, Cc, Bcc, a subject and rich formatting.
• Rename, pause and set the sender name for each email inbox.
• See where a customer is on a map in the sidebar.
• Shared Instagram stories show right in the thread.

Copilot

• Ask Copilot to do a task later, and approve it when it's scheduled.
• Copilot can research the web for you.
• Copilot can notify teammates in-app and by push.

Workflows

• Report leads and sales from click-to-message ads back to Meta.
• Workflows know which ad started a conversation.
• Richer Shopify details in your workflow steps.
• Clearer run details.

Contacts & collections

• Segment contacts by the ad they came from, their last reply or blocked state.
• Choose rows per page and keep selections across pages.
• An item can belong to more than one collection.

AI & insights

• Procedures can offer branch buttons and quick replies.
• Insights shows what each team does with the work handed to it.

Polish

• A composer that grows with your reply, pinnable Agent pages and a crisper look.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Billing

• Your plan, card, credits and invoices sit together on one page.
• Pay a due invoice in a click from an in-app banner.

Inbox & contacts

• Sends, assignments and bulk actions respond instantly.
• Choose how conversations are assigned, including by AI.
• Run workflow macros from the inbox sidebar.
• Segments and Deals live on the Contacts page.

WhatsApp

• Every WhatsApp setting is a tab on the channel page, catalogues included.
• Register templates and build Flows from the API, MCP and Copilot.

AI & workflows

• Name, duplicate and reorder your agent's procedures.
• The playground shows which instruction your agent followed.
• Workflows can branch on a question put to the AI.
• A Shopify cart-abandoned trigger for workflows.

Mobile

• A refreshed native inbox with swipe actions.
• Copilot, push notifications and voice messages on your phone.
• Stay signed in offline.

Polish

• A new Agent hub, tidier navigation and passwords for Google sign-in accounts.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Inbox

• Work the inbox as a full-width table with the columns you choose.
• Team inboxes group conversations by who owns them.
• See which sources an AI reply was answered from.
• The composer adapts neatly to narrow panes.

Deals & contacts

• Open a customer's chat from a deal card without leaving the board.

Workflows

• Send Notification alerts your team in-app and by push.
• Choose whether you receive workflow alerts.

AI

• Your agent picks and follows the right procedure more surely.
• Skill sets are checked for problems when you publish them.
• Your agent holds its reply to bulk and automated email.

WhatsApp

• Create Click-to-WhatsApp welcome messages right in Cloodot.
• Campaigns pause when Meta can't bill the send, and resume in a click.

Polish

• The web chat widget offers light, dark and auto colour schemes.
• A lighter, faster dashboard.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Inbox

• Select many conversations and act on them at once.
• Your AI agent sets a priority on every handover.
• Sort the inbox by priority and filter to blocked contacts.
• Translate any message into your language.

AI

• Your agent finds the product a customer asks for by name or model.
• Every product from a CSV import is searchable by your agent.
• Website imports to your knowledge base start the moment you confirm.

Insights

• Follow each click-to-message ad to the answers and labels it produced.
• Insights stays quick for the busiest workspaces.

Workflows

• Send Email can start a new conversation, not only reply to one.
• Start workflows from connected apps and Instagram comments.
• A cleaner step editor with outputs tucked away.

Shopify

• Stores without an active plan are guided to choose one.
• Reinstalling the app reconnects the same store and workspace.

Polish

• Richer story, video and file previews, a refreshed Reviews page and clearer plan usage.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Apps

• Connect Copilot to the apps your team already uses.
• Choose exactly which of an app's tools Copilot may use.
• Everyone in your organization can connect apps.

Copilot

• Copilot asks a quick question when a request could mean two things.
• Ask Copilot where your subscription and billing stand.

Webchat

• Pin your best articles to the widget's home screen.
• The widget opens instantly and suggests questions to get started.
• See the campaign that brought each visitor in.
• Your AI agent sees the labels on a conversation.

Inbox

• Fold away any section of the right panel.
• Filter for conversations still waiting on a teammate's reply.
• Instagram and Messenger videos play in the thread.

Your AI agent

• The procedure editor works like one continuous document.
• Insert fields, contacts, labels and skills inline as you write.
• Procedures collapse for easy scanning.
• Your agent follows the working hours you set.

Polish

• Smoother panning, zooming and selection on the workflow canvas.
• A full-screen live map that links straight to conversations.
• Detailed request logs for developers, and a faster-loading dashboard.
• Steadier and more reliable, with routine security hardening across the platform.

Webchat

• See the page every visitor is on, live.
• Configure and preview your widget in one place.
• Send a file and a message together.
• The widget is keyboard-friendly and readable on any brand color.

Inbox

• Filter conversations by who replied last.
• Drag or paste files straight into the composer.

Your AI agent

• A Data extraction tab shows exactly what your agent records.
• The procedure editor points out what is incomplete, next to the field.
• Procedures can reference the skills you have installed.
• Test installed skills in the playground without taking real actions.

Reviews

• A Google reply shows as live once Google publishes it.
• Replies Google declines return to your queue, ready to edit and resubmit.
• Reviewer photos and videos appear beside each review.

Shopify

• A simpler Shopify home showing sync progress and your plan.
• Reinstalling the app restores your shop's connection and plan.

Polish

• A flatter navigation, with an emoji for each team inbox.
• Ask Copilot from Home with a file or your voice.
• Add knowledge base answers by hand.
• Steadier and more reliable, with routine security hardening across the platform.

Skill sets

• Installing a skill set also sets up the workflows and templates it needs.
• New skill sets for Stripe and Razorpay payments.
• Cal.com and AfterShip updates land back in the conversation they belong to.
• Publisher updates arrive without overwriting workflows you have edited.

Workflows

• Hand any workflow to your AI agent as a skill it can call.
• A workflow can answer the agent and keep running afterwards.

Your AI agent

• The playground shows everything behind each reply, step by step.
• Test multi-step procedures across turns in the playground.
• Preview a voice before you choose it.
• Voice replies speak the customer's language.

Copilot

• Copilot is ready on the screen you land on, and minimizes out of the way.
• Copilot works on more screens across the app.

WhatsApp

• Collect opt-ins from anywhere with shareable WhatsApp opt-in links.
• Record consent gathered outside WhatsApp against a contact.
• Campaign header media is checked as you upload it.

Polish

• A redesigned live map and a unified Collections page.
• Higher API rate limits on every tier.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Knowledge base

• See what your AI agent knows and what to fix next.
• Refresh or delete flagged entries in bulk.
• Images in an entry can be sent with the agent's replies.
• Answer unanswered questions inline and track one coverage score.

Your AI agent

• Reviews lead with suggested fixes you can apply in place.
• The full review list has its own page with filters.
• Replies arrive faster, with quick-reply buttons.

WhatsApp

• Build a WhatsApp Flow and attach it to a template without leaving Cloodot.
• See whether each flow is registered and up to date.

Workflows

• A new AI Extraction step fills in the fields you define.
• Analytics and testing sit right in the editor.

Settings

• A new Audit Log shows who changed what, and when.
• Routine security hardening across the platform.

Also new

• Read AI-handled conversations without leaving Shopify admin.
• Chat with Copilot over WhatsApp.
• Sign in natively from the mobile app.
• Faster, steadier dashboard pages across the platform.

WhatsApp

• Send templates with a Flow button customers complete inside WhatsApp.
• Send prefilled Flows from replies, campaigns or the API.
• A submitted Flow can start a workflow.

Campaigns

• Schedule a campaign for a future date and time.
• Campaigns can start as soon as their template is approved.
• A redesigned campaign builder with a live message preview.

Workflows

• Build from a sample trigger payload before a workflow has ever run.
• A new Send Email step with rich formatting.

Contacts

• A guided CSV import with column mapping and a review step.
• Large files import noticeably faster.

Developers

• Set contact custom field values from the API or Copilot.
• Add knowledge base links with auto-crawl from the API or Copilot.

Speed & polish

• A prompt lets you load the latest version whenever it suits you.
• Cleaner workflow cards, composer and emails.
• Routine security hardening across the platform.

Workflows

• A redesigned editor with a calmer, roomier canvas.
• Drafts save automatically as you build.
• Add steps and resize panels without leaving the canvas.
• WhatsApp template steps support image, video and document headers.

Mobile

• Create and manage teams right in the mobile app.

Copilot

• Connect Meta Ads and ask Copilot about your ad performance.

Webchat

• Visitors see a delivery status on their first message.

Speed & reliability

• Live updates and the pricing page load faster.
• Routine security hardening across the platform.

Polish

• Steadier theming and cleaner typography throughout the workflow editor.

AI

• The AI agent preview displays smoothly on every setup.

Onboarding

• Connecting your channels during setup takes one less step.

Polish

• Consistent highlighting in the command bar.

Team inboxes

• Give each team its own shared inbox.
• Route a conversation to a team without changing who owns it.

AI handover routing

• Your AI agent can hand a conversation to the right team.

Inbox

• Assign a conversation to a team, not just a person.
• Give each team its own shared inbox.

AI

• Set up your first AI agent with a guided walkthrough and live preview.
• See questions your AI struggled with, so you know which knowledge to add.

Collections

• Product carousels look right on Instagram, Messenger and WhatsApp.
• The collection item editor flags problems before you save.
• Collection items accept your own reference ID through the API.

Campaigns

• Published campaigns are protected from deletion.

Copilot

• Copilot knows your plan and usage.

Polish

• Cleaner Copilot controls and a tidier Shopify plan screen.

Inbox

• Reply to any earlier message as a quote.
• Quoted replies appear natively on WhatsApp and Facebook Messenger.
• Cleaner sidebar counts and more consistent colors across the inbox.

Shopify

• Free-plan merchants get started without a billing step.
• A more focused Shopify app home.

Inbox

• Open a customer's channel profile straight from the conversation.
• Dictate replies by voice.
• Long conversations keep your place as new messages arrive.

Copilot

• Ask Copilot from anywhere on your dashboard.
• Pick up recent Copilot conversations from Home.

AI replies

• Your AI assistant uses a contact's custom fields when replying.

Campaigns

• Campaign totals match the date range you're viewing.

Channels

• Connecting Instagram takes fewer steps.
• WhatsApp contacts can be recognized by username.

Speed & polish

• The inbox loads noticeably faster, with more legible labels and names.
• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Plans & limits

• Plan limits apply consistently however you add things.
• Usage and credit alerts keep up as your usage changes.

Copilot

• Member filters apply across every page of results.

WhatsApp

• WhatsApp carousels are checked before they send.

Security

• Routine security hardening across the platform.

API & Developers

• Assign a conversation to your AI assistant from the API.
• Send an approved WhatsApp template into an existing conversation from the API.
• Clear responses tell you when a template is needed instead of a reply.

WhatsApp

• Get an email when a WhatsApp template is approved or rejected.

Contacts

• Contact names display cleanly and consistently across the product.
• Hover a contact name to see its original value.

Home

• Copilot and your dashboard now share one Home screen.
• Land in your workspace faster after signing in.

Shopify

• An Inbox page inside Shopify Admin shows conversations your AI is handling.

Inbox

• Hover a contact name in the inbox to see its original value.

Help

• Help articles are rewritten to be clearer and easier to follow.

Inbox

• See at a glance when a conversation started from an ad.

Shopify

• Clearer guidance while your Shopify install finishes.

Plans

• New workspaces get a clean setup screen while your plan gets ready.

Reliability

• A smoother signup for new workspaces.
• Routine security hardening across the platform.

Shopify & Plans

• Manage your subscription directly through Shopify.
• New Shopify merchants go straight to choosing a plan.

Dashboard

• The dashboard and billing pages feel cleaner and clearer.

Inbox

• Message reactions are crisper and easier to read.
• Contact names display cleanly.

Polish

• Consistent sidebar highlighting shows where you are.

Channels

• Reconnect a disconnected channel in one click.
• Find Shopify in your integrations before you connect it.

Shopify

• See and switch your plan without leaving the app.
• Installing from Shopify sets up your own workspace automatically.

Inbox & Deals

• The Deals board and inbox open faster.
• A tighter conversation list shows more chats at once.

Copilot

• Copilot can help with more of what you ask.

Developer API

• Send one-off template messages through the API.

Polish

• A tidier contact card and clearer browser tab titles.

Inbox

• Inbox badge counts load noticeably faster.

Watchlists

• Switch between segments as tabs, in the order your team sets.
• Choose which custom-field columns appear.
• Pin a segment to keep its contacts front and centre.
• Large watchlists open quickly.

Contacts

• Opening a contact starts on its activity.
• Dragging a deal highlights the stage it will land in.
• Key columns stay pinned in wide contact tables.

AI & Inbox

• AI replies pick up the moment a new message arrives.
• Conversation previews read clearly in every script.

WhatsApp

• See your WhatsApp number's live health and quality status.

Workflows

• A cleaner workflow editor with a unified top bar.

Behind the scenes

• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

AI

• Every message gets a response, from the AI or your team.
• Handover notes appear in your customer's language.
• AI replies are more concise.

Contacts

• Move several deals to a new stage at once.
• Quicker access to managing contact stages.
• Watchlists keep key columns pinned as you scroll.

Workflows

• Easier navigation around workflow analytics.

Behind the scenes

• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Contacts

• Edit a deal's stage inline on the Deals board.
• Work every watchlist from one unified table.
• Contacts, Deals, Watchlists, and Segments stay fresh when you return.

Insights

• Channel Split and Sentiment charts load quickly.
• A cleaner look for the Live Map.

WhatsApp

• Carousel templates send with each card's button link.

Behind the scenes

• Steadier and more reliable across the platform.
• Routine security hardening across the platform.

Workflows

• Workflows get their own dedicated space.
• Start from a gallery of ready-made playbooks, including e-commerce flows.
• Trigger workflows when a contact changes stage.
• A mini-map helps you navigate larger workflows.

Contacts

• Redesigned watchlists with an at-a-glance summary.
• A cleaner, easier-to-scan contact details panel.
• Jump to Deals from Contacts.
• Take action faster with a command palette in a contact's chat.

AI

• Copilot handles complex requests better while staying fast.

Billing

• Manage your payment method from the billing portal.

Behind the scenes

• Steadier and more reliable across the platform.

Contacts

• The Leads view is now called Watchlists.
• Keep any contact segment in view, from VIPs to follow-ups to sales leads.
• Your existing layouts and display settings carry over.

AI personas

• AI personas remember earlier conversations with the same customer.
• Details a customer shares carry through the whole conversation.

AI personas

• Redesigned tone and reply-length controls for personas.

Insights

• The globe view is now Live Map, alongside your other Insights.
• Live Map shows accurate visitor totals.

Workflows

• Create a workflow from one clear starting point.

Inbox

• More room to work when a playground panel is open.

AI personas

• Cap AI-handled sessions so conversations hand over to a human.
• The AI understands which message a customer is replying to.
• AI replies draw on more of the conversation for relevant answers.
• Personas honour the reply length you choose.

Inbox

• Quoted replies show consistently across channels.

Workflows

• Workflow steps can use data from earlier steps.
• The variable picker shows the real values each step produces.

AI personas

• AI replies sound warmer and more human.
• AI replies reliably reach your customer.
• Personas keep closer to their set reply length.

Billing

• Buy marketing credits through a clean, confirmed checkout.

Inbox

• Facebook and Instagram shares, reels, and story mentions appear as rich cards.
• Expand shared Instagram reels right in the conversation.

AI personas

• Format a persona's goal with rich text.
• Personas hold their goal, tone, and length through long conversations.

Workflows

• The API Request node supports variables.

Security

• Routine security hardening across the platform.

AI extraction

• Automatic tagging reads images and audio, not just text.
• Automatic tagging keeps your existing labels and fields intact.
• Conversations reach the right assistant faster.
• Handing a conversation to AI updates the view instantly.

Speed

• Table pages load before you click.

Workflows

• The Browser node's quick run covers extraction and crawling.
• Tidier node headers and badges.

WhatsApp

• Manage WhatsApp catalogues end to end, including bulk actions and CSV import.
• Your AI agent answers product and order questions from catalogue messages.

Knowledge base

• Import knowledge from a sitemap.

Workflows

• Review run history and test workflows from the editor.

Inbox

• Long conversations scroll smoothly.
• Download attachments straight from a message.

AI

• AI replies arrive faster.
• See Copilot's actions inline as it works.

Workflows

• Call external APIs with the new Fetch node.
• Turn freeform content into structured fields with AI extraction.
• A redesigned action sidebar with search and categories.

Copilot

• A dedicated Copilot page.
• Draft replies with Copilot right in the message box.
• Filter the inbox by AI persona.

Inbox

• A snappier inbox with infinite scrolling.

Contacts

• Import contacts from CSV, with duplicates handled for you.

Polish

• Steadier and more reliable across the platform.

Teams

• Create teams, add members, and set role-based permissions.
• Switch the active team within your organization.

Integrations

• Connect Cal.com and manage scheduling from Cloodot.

Webchat

• Visitors see unread messages and notifications while the widget is minimized.

Contacts

• Block or unblock a contact across every channel.