Changelog-2025.11.30

1. New Automation Attribute: Ad ID

Find the new Ad ID under Automation Workflows > Trigger Conditions > Customer Attributes & Behavior to create rules that automate the journey from ad engagement to agent assignment and customer tagging. Customers from different ads can be automatically routed to relevant agents, and their ad source will display in the Chat conversation list for easy performance tracking.

→Why it matters: Accurately identify customer sources for multi-channel e-commerce ads. The system automatically detects customer origins and applies relevant tags. For example, customers from different Facebook ad campaigns can be assigned to dedicated agents with specific Ad IDs, improving conversion tracking and creating smoother ad-to-service workflows.

Set up an automated process using the Advertising ID

Check related ad details in the Customer List

See customer ad sources in the Chat inbox

2. New Customer Analysis Report

The Reports section now includes a Customer Analysis report showing new customer trends and repeat customer rates. Data refreshes hourly and can be filtered by time period, social account, channel, team member, and more. Export to Excel with one click, with automatic segmentation of new, unique, and repeat customers through clear charts and tables.

→Why it matters: When marketing needs to measure campaign results or support leads in analyzing growth trends, this report provides clear visual data. Quickly assess customer volume changes and repeat customer patterns to optimize engagement strategies. Filter by social channel or team group to identify high-quality sources and repeat ratios for smarter decisions.

Analyze customer growth and repeat customer trends

Control data visibility for team members in the Customer Analysis report

3. New Online Duration Report Is Live

A new Online Time metric has been added to the Report center. Permission settings are now more flexible, and the system automatically adjusts the visible data based on each user's role. The report updates every hour and clearly shows member nickname, group, login time, online time, busy time, offline time, and corresponding proportions. You can filter by member, group or date and export everything to an Excel file with time dimensions included. 

→Why it matters: Business owners can view who has been online the longest today and whether anyone goes offline frequently. Team leaders can check member status by group. Customer service agents can review their own daily performance.

Flexible filtering by member, group, and date

Configure data visibility with ease

4. Phone Numbers and Email Addresses Can Now Be Shown or Masked

When editing role permissions in Team → People Management, you can now choose whether phone numbers and email addresses are displayed or encrypted. Encryption remains enabled by default, but team administrators can decide which fields should be visible. This allows truly flexible privacy management that adapts to real business needs.

→Why it matters: For example, a team may want to hide advertising information but show phone numbers for quick contact, or display email addresses while hiding other private fields. Administrators can now customize what each role can see without being limited by default settings. Information becomes easier to manage, communication flows more smoothly, and permission control becomes more adaptable.

Customize visibility of customer data

5. Bulk Reply from the Customer List

A new Bulk Reply feature is now available in the Customer List. You can select up to 100 customers at once. The system will automatically create individual sessions and open the chat interface. If a customer does not yet have a session, one will be created automatically. While batch processing is underway, incoming messages from other users will continue to refresh normally, so your conversation flow will not be interrupted.

→Why it matters: During promotional campaigns, holiday notifications, such as the Black Friday event, or when reconnecting with groups of existing customers, agents no longer need to send messages one by one. Simply select the customers and start re-engagement with one click. The system creates a session for each customer automatically, and agents can follow up directly within the chat window.

Select customers in bulk

Confirm bulk reply

Jump straight into the chat interface

6. Shopify Store Orders Can Now Be Synced

Order List now supports syncing orders from Shopify stores. After authorizing your store, you can select a date range. The default range is the past seven days, and the maximum is thirty-one days. In Form Management, click Synchronized Orders, and the Task Center will process the sync automatically. You will see clear statistics showing the number of new and updated orders. Synced orders will automatically match store name, order amount, and other details. You can filter, search, and export them as needed.

→Why it matters: A single click on Synchronized Orders pulls all orders into SaleSmartly for unified viewing, filtering, and follow-up. This is especially helpful for teams managing multiple stores, allowing orders, customer service, and order tracking to be handled in one place.

Select a store to sync orders

Create new orders and link customers during live chat

Choose orders to associate

7. Role-Based Filtering in Member Management

You can now filter members by role name in Team → People Management. This works for both default and custom roles and allows you to find members with greater accuracy.

→Why it matters: When an administrator needs to adjust social media permissions, customer information permissions, or job responsibilities for a specific role, there is no need to scroll through a long list of names. Simply filter by role to locate the correct members immediately. Permission configuration becomes faster and much more efficient.

Filter members by role