New features, improvements, and fixes. See what's new in Replyn.
NewImprovedFix
v2026.09.22Latest
Broadcast Recipient Drilldown and Sharper Filters
See exactly who's behind every broadcast stat and turn them into a segment, filter contacts on broadcasts with three precise conditions instead of one, and a WhatsApp broadcast bug that could send the wrong personalized message is fixed.
Broadcasts
Every stat on a broadcast's detail page (like "12 failed") can now be opened to see the actual recipients behind it — name, number, status, and failure reason — with search and pagination.
From a broadcast's recipient list, you can now extract those exact recipients into a segment. The segment stays live afterward, picking up anyone who later matches.
Contacts
The broadcast filter is now three separate conditions — which broadcast, what happened to it (sent, delivered, read, failed, or not sent), and when — so you can combine them precisely, like "got Promo Sep and it failed in the last 14 days."
WhatsApp
Fixed a bug where a broadcast could send some recipients the wrong personalized message, or fail to send to them at all, after the first recipient went out.
Personalized messages no longer show a blank where a contact's name or other detail is empty — the configured fallback text is used instead.
v2026.09.20
Steadier Composer, Clearer Settings Errors
The message composer keeps the channel you pick, Organization Profile errors now say which field needs fixing, and the AI assistant asks about booking times one step at a time.
Inbox
The message composer now keeps the channel you pick instead of quietly reverting to a different one, and the channel menu clearly separates connected channels from ones you haven't set up yet.
"Conversation opened by contact" now appears above the message that triggered it, instead of sometimes showing up below it.
Settings
Saving your Organization Profile now tells you exactly which field needs fixing instead of a generic error, and you can leave optional fields like phone number, website, or country blank without the save failing.
AI Assistant (Echo)
Echo now replies in whichever language your customers write in, and switches automatically if they change languages mid-conversation.
When booking appointments, Echo now asks about the day and time of day one step at a time instead of guessing, so the times it offers better match what the customer actually wants.
v2026.09.18
More Reliable WhatsApp and Instagram Message Syncing
Larger batches of incoming WhatsApp and Instagram messages no longer get dropped, and conversation status stays accurate while a contact's message history is syncing.
Inbox
Larger batches of incoming WhatsApp and Instagram messages no longer fail to sync into the inbox.
Conversations no longer reopen or show the wrong open/closed status while a contact's older message history is still syncing in.
v2026.09.17
Tidier Report Totals
Totals row captions in report tables now read across the row on a single line instead of wrapping in narrow columns.
Reports
The note under a report table's totals row (like "as of" or a date range caption) no longer wraps into ragged lines in a narrow column — it now reads across the row on one line.
v2026.09.16
Follow-up Credit, Simplified
Booking someone now offers to credit the follow-up that led them in, follow-up and lifetime money in reports reads more precisely, and you can see new contacts by channel.
Follow-ups
Marking a follow-up done no longer stops to ask whether it led to a booking or order — credit is worked out automatically, and can be corrected from the booking or order itself.
Booking an appointment for someone with an open or recently closed follow-up now offers to credit it, pre-checked based on what the system sees, with a short note explaining why.
Every booking now has a "From follow-up" section showing which follow-up it's credited to, with the contact's other follow-ups to pick from instead, or the option to mark it as not tied to any follow-up.
The Follow-ups tab on a contact now shows what came of each past follow-up — the booking or order it's credited with, or that its window closed with nothing to show for it.
Reports
The bookings-after-a-follow-up report (orders, for e-commerce) now splits its money into "Collected in these dates" (what that follow-up brought in within the dates you're viewing) and "Lifetime value" (the patient's whole history), replacing a single column that mixed money from any date into one figure.
Lifetime value figures across reports can now be hovered to see the months the money actually arrived in.
The contacts report now breaks down new contacts by channel, alongside recorded sources.
The messages report's after-hours section now shows how many messages went out while you were closed, including how many the AI assistant sent entirely on its own.
Workflow Builder
New exit condition: end a workflow run as soon as a new appointment is booked.
Appointments
The reminder left behind for a "still deciding" patient or a no-show who'll call back now has its own wording for each case, instead of one generic "Book next visit" for both.
Fixed a CRM sync issue that could create a duplicate visit — and double follow-up credit — for a booking made in Replyn and later linked from the CRM.
v2026.09.15
Clearer Follow-up Credit
Follow-ups now show who set and closed them and ask whether they led to a booking or order, the bookings-after-a-follow-up report explains each row, and Echo no longer engages with off-topic chatter.
Follow-ups
Follow-up cards and the contact's Follow-ups tab now show who set a follow-up and who closed it, and when.
Marking a follow-up done now asks whether it led to a booking or order, so credit reflects what actually happened.
Reports
The bookings-after-a-follow-up report now shows which follow-up gets the credit, why it counts, and who set and closed it, with a plain-words explanation of the report.
The bookings-after-a-follow-up report no longer credits contacts who never had a follow-up a teammate actually completed.
AI Assistant (Echo)
Echo no longer answers jokes, trivia, or other off-topic chatter — it now steers the conversation back to what it can help with.
v2026.09.14
Campaign Report Exports and a Faster App
The campaign report can now be exported to a spreadsheet, its money figures are more accurate, and reports and menus across the app feel noticeably faster.
Reports
The By campaign card (on the Campaign report and the Home glance) now has an Export button: pick the campaigns to include and whether to include names and phone numbers, and you'll get a notification with a download link once the file is ready.
Value since first click on the campaign report could undercount — it now includes everyone the row counts (enquiries, bookings, and payments), matching the row's other figures.
Report table headers and totals rows now stay pinned while scrolling in drilldown windows, instead of scrolling out of view.
Performance
Date pickers, menus, and report charts and tables across the app now open and render noticeably faster.
v2026.09.12
Order and Appointment Timing in Workflow Branches
Workflow branches can now compare an order or appointment date against when the workflow started, agent response reports split out AI-assisted replies, and a few smaller issues are fixed.
Workflow Builder
Branch conditions for orders (ecommerce) and appointments (clinic) can now compare their date against when the workflow started, not just a calendar date — for example, "order placed after this workflow began."
Workspaces without AI access no longer see AI-only steps like "Assign to AI" and "Send AI Message" in the workflow builder's step picker.
Reports
Agent response-time trends now break out AI-assisted replies from unassisted ones, for both first and average response time.
Contacts
The value field in the contact form now shows your organization's own currency symbol instead of always showing $.
Reliability
The app now checks for a new version when you switch back to its tab, regain focus, or reconnect, not just once an hour — so the update prompt shows up sooner.
v2026.09.11
Steadier Hand-offs and Sharper Reports
Handing a conversation to a teammate now sticks, appointment and billing reports show correct groupings and full figures, and the billing ledger gets new filters and search.
AI Assistant (Echo)
Fixed Echo taking a conversation back from a teammate on the customer's very next message — once you take over a conversation, it now stays with you until you hand it back.
Appointments
The "Booked by" badge on CRM-linked appointments now shows the actual CRM connection's name instead of a generic label.
Reports
Fixed trend charts in Appointments reports grouping by the wrong time period over longer date ranges — a full year now groups by month, and a full month by week, as expected.
Amounts in reports and billing now show the full number instead of an abbreviated one like "12.3K"; hovering still shows the exact figure.
Opening a contact from a report drilldown now shows a loading state and a retry option instead of sometimes displaying incomplete information.
Appointment report lists now include a totals row with appointment count, total value, and amount paid.
Report labels now read "Customer journey" for non-clinic workspaces instead of always showing "Patient journey".
Billing
The billing ledger can now be filtered by doctor, department, and amount range, and searched by patient name or phone number.
Team
Fixed team invite emails failing to send when the organization's name included a line break.
v2026.09.09
Echo Draft Review, Bulk Actions, and a Wave of Fixes
Echo's drafted replies now go through an in-thread review panel with ratings and redraft requests, bulk actions can run a workflow or close out a whole selection at once, and reports, appointments, and messaging pick up a long list of fixes.
AI Assistant (Echo)
When Echo is in draft mode, its replies now open in a review panel right above the composer — edit any part of the message, send it, send it back with a note for Echo to try again, or discard it with a reason.
Rate any of Echo's replies with a thumbs up or down straight from the conversation. A thumbs-down opens one-tap reasons, with room to say more if you want.
Turn team feedback into better prompts: generate suggested prompt or knowledge-base changes from recent reply ratings, or let Replyn auto-suggest them once enough feedback comes in.
Set Echo's handover policy from a new Availability page — always on, or only outside your working hours — with the option to override it per channel.
"Assign to AI" is now available as a step in the workflow builder.
Echo now matches the length of its reply to the question asked, instead of always sending a long, multi-bubble answer.
Echo remembers what it already knows about a customer instead of asking again, and only hands off to your team for an actual safety concern — not just because a photo was sent.
Echo now waits for a customer's voice note or photo to finish uploading before replying instead of answering blind; if the upload never completes, the conversation is handed to your team.
While a workflow is still running for a contact, Echo now waits for it to finish instead of jumping in at the same time.
In draft mode, the hand-off and hand-back controls are hidden in the inbox, since Echo never takes over a conversation on its own in that mode.
Fixed images in the reply-review panel showing as plain attachments instead of thumbnails you can open full-size.
Each of Echo's replies now gets its own thumbs rating; grouped messages no longer share one control.
Sending a reply from the review panel now respects the channel's messaging window, and an edited reply can no longer be sent empty.
Sending a draft back for a rewrite no longer bounces the conversation between Echo and the reviewer, and no longer makes the draft disappear if the rewrite fails.
The dedicated "Echo Conversations" view in the inbox was showing nothing due to a filter bug — it now correctly lists every conversation Echo is active on, drafts included.
Reply details no longer clutter every message in the inbox thread — that detail now lives in the reports review feed, which shows the full exchange, including the customer's message and every draft attempt, and links straight back into the inbox.
Bulk Actions
Select multiple conversations or contacts and run a workflow, add or remove tags, or transfer them, all at once.
Bulk-closing conversations now runs your wrap-up template across the whole selection — or asks for a closing note if you don't have one — and completes any open follow-ups for those contacts too.
Reports
Campaign conversions now open in their own detail view with totals, and both the consultation-conversion funnel and the ads list can be drilled into row by row.
A "total paid since click" figure on the campaign conversions drill-down, and a consultation-outcome filter on appointment insights.
Report tables — the billing ledger, appointment lists, and campaign drill-downs — are now clickable through to the records behind them.
Appointment and contact report rows now show phone number, follow-up due date, and who closed the conversation.
Fixed a tie-break bug in first-touch campaign attribution, and a payment-date bug that could file a clinic's payment under the wrong day or month outside UTC.
Appointments
A new worklist shows every appointment your CRM refused to sync, with the CRM's own error message, scoped to your own bookings and linked from the alert on Home.
Campaigns
Ad preview links for bookings that came from a click-to-chat referral now show immediately instead of waiting for the next sync.
Fixed the ad preview popover in the inbox overflowing the screen on tall ads — it's now a capped, scrollable panel with the source, date, and link pinned at the bottom.
Workflow Builder
"Contact Created" is now available as a trigger when starting a new workflow.
Accessibility
List tables across admin screens — discounts, orders, products, and more — now have proper row headers for screen readers.
Inbox & Search
Fixed conversation search sometimes skipping or duplicating results while scrolling, and breaking on special characters like apostrophes and quotes.
Fixed the "Unassigned" conversation filter not actually filtering.
WhatsApp voice notes marked as played now correctly show as read, and unsupported WhatsApp message types show a clear label instead of erroring.
Conversation previews now correctly update when the latest message is deleted.
Fixed large batches of delivery and read-status updates sometimes failing to show up live.
Fixed duplicate Instagram posts appearing from overlapping sync pages.
Outgoing media messages with a missing or broken link are now caught before sending, with a clear error.
Reliability
The app no longer fails to load for people on older browsers missing newer JavaScript features.
Fixed a crash in WhatsApp channel settings when phone or business account details are missing.
Fixed sign-in failing for accounts that don't have an email address.
Echo's animated assistant now falls back gracefully instead of breaking when a browser can't render it.
Message delivery and read ticks were sometimes applied to the wrong message — fixed.
Fixed toast notifications getting stuck if their dismiss animation was interrupted, for example by switching tabs.
Notification preferences no longer break from a bad cached response; you'll see a clear error instead.
Fixed a crash when viewing a contact's activity history.
v2026.09.07
Report Drill-downs, Visit Value, and Channel Reconnect Fixes
Report lists now open exactly what their numbers counted, prepaid visit values are accurate again, and reconnecting Instagram or TikTok channels works.
Reports
Clicking a number or chart segment across the Contacts, Appointments, Sales, AI, and Home reports now opens exactly the records behind it — some drill-downs previously showed a slightly different list than what was counted.
Visit value could show 0.00, or even a negative amount, for a prepaid treatment once its advance was applied to an invoice. It's now based on what was actually billed and matches the Billing tab.
The leads chart and its drill-down list on Campaign performance could disagree slightly with the total above them; all three now count from the same date.
Campaign performance's total value now leads with everything a campaign's leads have paid since they clicked, with what was actually collected in the selected dates shown alongside it for comparing against ad spend.
Notifications
Appointment status changes coming from your CRM no longer send a separate notification for every step — you'll still see them update live on the calendar and in conversations.
Channels
Fixed reconnecting an Instagram or TikTok channel failing to complete.
v2026.09.06
Billing Ledger for Contacts, Wrap-up Improvements, and Reporting Fixes
Invoices, receipts, and advances now live in one ledger on every contact and appointment, closing out conversations got easier, and campaign and revenue reports got more accurate.
Billing
Every contact now has a Billing tab showing their invoices, receipts, and advances in one place, with running totals for what's paid, outstanding, and held as advance balance.
The appointment drawer's Payment section now lists the visit's full ledger — invoices, receipts, and advances together — instead of invoices alone.
New clinic billing page with a filterable ledger, running totals, and a documents view for invoices and receipts.
A new billing review section surfaces invoices on hold and visits that haven't been invoiced yet, so nothing falls through the cracks.
Workspaces without a connected CRM can now record a patient's advance payment by hand from the desk.
Closing out an appointment connected to ClinicSoft now lets staff pull in the visit's real invoices, receipts, and advances instead of typing an amount, and the "will they book again?" question is now asked after every attended visit, not just consultations.
ClinicSoft Integration
Admins can now queue a ClinicSoft billing sync for a chosen date range from the integrations panel, with recent sync runs shown.
New alerts on Home flag when appointments couldn't sync to ClinicSoft or a billing sync fails, so you know if today's numbers might be incomplete.
Reports
New money and Visit value cards on the Appointments report, each with a drill-down into the underlying invoices, receipts, and advances.
Leads in Campaign performance were counted by when a contact's record was created, so a campaign could keep gaining leads long after it ended. Leads are now counted by the date of the actual ad click, so past campaigns' numbers stay final.
Visit value could double-count a patient's prepaid package — once on the visit where the advance was paid, and again on the visit where it was used. That money is now counted once, correctly shown as Paid from advances.
Inbox
The conversation wrap-up review screen now shows the details you actually entered — category, notes, or the appointment you booked — instead of just generic step labels.
Wrap-up outcomes can now be grouped into Won, In progress, and Lost when setting them up, and the setup page has a clearer empty state and an interactive preview.
Fixed the appointment step in the wrap-up flow having two nested scroll areas that fought each other.
Fixed outcome steps visibly resizing while you dragged them to reorder on the wrap-up setup page.
Empty tag and treatment/product pickers across the app used to fail to open entirely — they now open with a clear empty state, and loading pickers show a skeleton instead of a spinner.
v2026.09.03
Rebuilt Ad Picker and Workflow Activity Details
Browsing and selecting Facebook/Instagram ads for workflow triggers is faster and clearer, and workflow activity runs now open in a detail view.
Workflow Builder
The ad picker for workflow triggers has been rebuilt: click into a campaign or ad set to browse it, click again to select it, and see how many ad sets and ads each one reaches.
Preview any ad right from the picker with a new eye icon, without leaving the trigger builder.
The builder toolbar has a cleaner look with clearer icons and keyboard shortcuts shown in tooltips.
Clicking a run in Workflow Activities now opens a detail drawer showing the full execution.
v2026.09.02
Bulk Workflow Runs for Contacts
Run a workflow for many contacts at once right from the inbox or contacts list, plus fixes to workflow cancellation and an inbox display glitch.
Workflow Builder
Select multiple contacts from the inbox or contacts list and run a workflow for all of them at once.
Taking over a conversation no longer cancels workflows already running for that contact, so things like appointment reminders keep going as scheduled.
Inbox
Fixed a display glitch that could turn the contact details panel solid black while scrolling on some Chrome browsers.
v2026.09.01
Instagram Post & Story Automations, Plus Workflow and Reporting Fixes
Build workflows around shared posts and story replies, and get fixes to workflow delivery, inbox attribution, and report date ranges.
Workflow Builder
New workflow triggers for when a customer shares one of your posts or reels in a DM, or replies to your Instagram story, plus a new step to reply with a saved snippet.
Workflows are now visible and usable by all workspace members, not just admins.
Workflow steps that send an image, video, or file to a customer no longer sometimes fail to deliver.
Messages sent automatically by a workflow are now correctly labeled as coming from that workflow instead of the AI assistant.
Inbox
Shared Instagram posts, reels, and story replies now show their full caption in the message bubble, image viewer, and quoted-reply preview.
Echo, your AI assistant, can now answer questions about a photo or file a customer sent earlier in the conversation, and hands the conversation to your team when it receives a file type it can't read.
Channels
The Instagram Stories tab now matches the Feed tab's browsing experience, with the same grid and one-click sync.
Reports
Chart tooltips and legends now show the exact date range for each period, and previous-period comparisons line up by matching calendar dates.
Contacts
Fixed an issue where setting a contact's lifecycle stage from the contact form could fail to save.
v2026.08.27
Day-Zero Onboarding, a Rebuilt Channel Connect Flow, and Order Discounts
New workspaces now land on a guided day-zero dashboard, connecting a channel is smoother with a rebuilt flow, and orders support discount and coupon codes.
Onboarding & Dashboard
New workspaces now land on a day-zero dashboard with sample data and a guided 6-step setup checklist.
Checklist steps for adding a product or creating an order now open right in a create screen instead of navigating you away.
Channels
The channel connect flow has been rebuilt with a confirm-receiving step, brand-aware guidance, and clearer polish throughout.
The connect success dialog keeps showing its QR code until you're ready to move on.
The channel verification panel now hides itself automatically once a channel starts receiving contacts.
Orders & Discounts
Create discount and coupon codes and apply them to orders, with new discount and backlog reporting.
Inbox
Signing in no longer briefly shows the dashboard before landing on My inbox.
Sign-in & Signup
The sign-in screen now shows a loading indicator instead of a blank page while you're being signed in.
Phone number is no longer required to sign up.
Messaging
Shared Instagram posts and reels now reliably display their media in the inbox instead of sometimes failing to load.
v2026.08.26
Drilldowns on the AI Report, Simpler Missed Appointments
Every number on the AI report now opens the details behind it, no-shows and cancellations report as one figure, and the inbox gets new conversation filters and search.
Reports
The AI report is now fully interactive — click any headline, chart, or funnel step to see the conversations behind it.
The Appointments report's Patients breakdown is now clickable, including rebooking figures that open the patients who came back.
No-shows and cancellations now report together as one "Missed" figure in the Appointments report.
The Agent Performance report loads faster.
Inbox
New conversation filters and a search bar make it easier to find the conversation you're looking for.
v2026.08.25
Appointment Outcomes, Department Reporting, and Desktop Push
Track appointment outcomes with a full follow-up history, filter and report on clinic contacts and appointments by department, and turn on desktop push notifications.
Appointments & Contacts
Record the outcome of an appointment right from the queue, with a full follow-up history kept on the contact.
The contact panel's Info tab now leads with what needs your attention — the next follow-up, a summary, and recent activity — instead of an AI summary up top.
Resolving a conversation from the contact panel now follows your workspace's configured close flow, including a closing note when one is required.
Resolving an appointment's outcome no longer clears booking details you didn't answer.
Booking an appointment now links the treatment to the contact automatically, and clinics can filter, sort, and group contacts by department.
Reports
The Contacts report gains a "What they came for" section, breaking down new contacts by treatment or product and by tag.
Clinics can now see department breakdowns across the Contacts, Appointments, and Agent Performance reports, and filter any of them by department.
Workflow Builder
"Interests" is now called Treatments or Products throughout the workflow builder, and you can add a Treatment or Product step directly to a workflow.
Notifications
Desktop push notifications, powered by OneSignal — grant permission once, then toggle it on or off anytime from Settings.
Push notification reliability improvements: a shared computer stops notifying the previous user after they sign out, and a failed notification setup no longer silently leaves you without alerts.
v2026.08.23
Deeper Campaign Breakdowns, Faster Reports
The Campaigns report now drills from campaigns into ad sets and individual ads, and several report pages load noticeably faster.
Reports
In the Campaigns report, a campaign row now expands into its ad sets, and each ad set expands into its individual ads, with spend and return shown consistently at every level.
Ads that Meta doesn't file under any campaign now appear as their own row, clearly labeled, instead of being hidden.
The Agent Performance and Conversations reports now load noticeably faster, especially over longer date ranges.
v2026.08.22
A Rebuilt Reports Section, New Notification Preferences
Reports gets a new Dashboard, six additional report pages, and deeper drilldowns and filters throughout, alongside new notification preferences for storefront orders and AI activity.
Reports
A new Reports Dashboard, plus six additional report pages — Conversations, Contacts, Lifecycle, Agent Performance, Campaigns, and Messages.
The Sales report has been rebuilt with drilldowns you can click into from every chart and KPI tile, and Appointments now shows a KPI row, a booked-by breakdown, and can be sorted by value.
Every report now has trend charts with a legend so you can show or hide individual series.
Reports can now be filtered by contact, source, status, assignee, campaign, or whether a record has been invoiced.
Ad spend and return on ad spend now display in your organization's own currency, even when an ad account bills in a different one.
My Inbox
A new activity dashboard in My Inbox surfaces your follow-ups, mentions, and waiting conversations at a glance.
Notifications
New notification preferences for storefront orders and AI activity (AI test runs finishing, AI suggestions being logged), configurable in Settings.
The Broadcast Events notification preference now also covers broadcasts resuming and starting to send.
v2026.08.19
Notification Sounds Now Play Correctly
Fixed an issue where custom notification sounds picked in Settings weren't being used for real-time alerts.
Notifications
The notification sound you choose in Settings now plays for every real-time alert — assignments, new messages, mentions, follow-ups, SLA alerts, and more — instead of a generic default chime.
v2026.08.18
A Notification Centre, SLA Alerts, and Quick Filters
This release adds a notification centre with per-event alerts and email summaries, dedicated SLA and business hours settings, a Mentions tab in My Inbox, and simpler quick filters for the inbox and contacts.
Notifications
New notification centre — a bell in the sidebar with an unread badge and a feed of everything that needs your attention.
Choose how you're notified for each type of event — mobile push, desktop push, or email — and pick your own notification sound.
Turn on daily or weekly email summaries of your leads, appointments, and orders, delivered at a time you choose in your organization's timezone.
SLAs & Business Hours
SLAs now have their own settings page: set a duration, a reminder threshold, and who gets notified for a reminder or a breach, per clock.
Business hours moved into Settings > Inbox alongside SLAs, with support for breaks and off days.
My Inbox
A new Mentions tab in My Inbox lists every conversation where you were @mentioned.
Fixed an issue where a conversation reopened by a follow-up or workflow step could get stuck without showing as open.
Filters
A simpler Quick Filters panel for the inbox and contacts lists, pinned to the sidebar — filter by follow-ups, assignee, tags, channel, or date without building a rule.
v2026.08.15
A Branded Sign-In, and a Contact-Blocking Fix
Sign-in, sign-up, and forgot-password now show a branded hero panel, and blocking a contact actually stops their messages from coming through.
Account & Sign-In
Redesigned the sign-in, sign-up, and forgot-password pages with a branded hero panel alongside the form.
Contacts
Blocking a contact now actually stops their messages from reopening a conversation, triggering workflows, or sending you notifications.
Fixed filtering contacts by blocked status not returning the correct results.
v2026.08.14
Campaign Attribution, a Redesigned Inbox, and Smarter AI Intake
This release adds campaign attribution reporting, a full inbox redesign with a new liquid-glass look, and lets your AI assistant ask tailored intake questions per treatment.
Attribution & Reporting
New Attribution reports show which campaigns and ads are actually driving conversations and revenue, alongside a first-touch view of how customers first found you.
You can now tag a contact's source (campaign, ad, referral, organic, and more) when creating them, filter and export contacts by source, and target specific campaigns, ad sets, or ads directly in workflow rules.
Reports on why conversations open and close now break out ad-driven opens and follow-up reopens separately.
Inbox
Follow-ups in the sidebar are now split into My follow-ups, teammates', and unassigned, so counts always match what's inside each view.
Unread @mentions now get their own dedicated view with a live count in the inbox.
Assigning a conversation to a team can now require picking a team first, and bulk transfers preview which teammate would be assigned before you confirm.
The inbox chrome — sidebar, popovers, dropdowns, and modals — now floats as translucent glass over the page, while message lists and panels stay flat and easy to read.
Redesigned the sidebar navigation: Settings collapsed into four focused groups, Outreach and Workflows merged into one Engage section, and My Inbox is now called Home.
The contact side panel was redesigned with a larger avatar, tighter spacing, and presence and channel info moved up top; the conversation lifecycle control and Transfer-to-AI moved into the conversation header.
Sending an AI-drafted reply now hands the conversation back to your AI assistant automatically afterward, instead of leaving it assigned to whoever sent the draft.
Closing a conversation through the wrap-up flow now actually saves your closing note, and only asks for the fields your workspace requires.
Fixed editing a contact's monetary value sometimes failing to save the entire contact record.
Fixed an AI-drafted reply sent by a teammate occasionally flickering conversation ownership back and forth between the AI and the reviewer.
Appointments
A missed appointment now asks directly whether the patient came in, and if not, lets you record whether they're not returning, already rebooked, or will confirm later.
Patient medical record numbers now sync automatically from your CRM whenever an appointment is booked or updated, and can also be synced on demand from the contact record.
The appointment worklist now shows exactly which step each appointment is on, not just whether it needs attention.
You're now asked to confirm appointment attendance and payment within moments of the appointment ending, instead of after a long delay.
AI Assistant
Configure intake questions per treatment — write them individually, add them in bulk, or have AI draft a first pass — with pacing notes for how your assistant should ask them.
You can now turn off price sharing for your AI assistant, so it won't quote prices to customers when you don't want it to.
Your AI assistant now sees a customer's existing appointments up front, so it's less likely to ask them to repeat booking details it already has, or imply a past appointment is still upcoming.
AI actions that hit a temporary error, like a flaky booking write, are now retried automatically before falling back to a human.
AI handovers and drafted-reply reviews now route to a configurable pool of teammates instead of whoever happens to be online with the fewest open chats.
Fixed the AI assistant occasionally telling a customer a booking "hasn't gone through yet" after it actually had.
Workflows, Ads & Broadcasts
Redesigned the Workflows list and Broadcast detail pages to match the Inbox's compact style, including a new flow chart showing how a broadcast's recipients moved from sent through delivered, read, and replied.
The ad picker used in workflow filters now searches and loads ad accounts from the server, and ad rows show their campaign and ad set name.
Fixed a workflow trigger for "contact enters lifecycle stage" not firing when a contact was created directly into that stage.
v2026.08.05
Sharper Avatars
Profile pictures now show up everywhere they should, and fallback initials are easier to read.
Avatars
Contact and team member photos now show up on the contact activity timeline, My Inbox rows, the wrap-up modal, and the appointment drawer, instead of falling back to initials even when a photo was set.
Fallback initials on contact and user avatars are now easier to read across the app, including the doctors and contacts tables, team and organization member lists, and the sidebar profile.
v2026.08.04
AI Follow-Ups, Appointment Outcomes & Payments, and Multi-Storefronts
A major update: your AI assistant can now follow up automatically, appointments track outcomes and payments in one step, and you can run multiple branded storefronts.
AI Assistant
When booking an appointment, your AI assistant now uses the customer's name and phone number as given in the conversation, correctly formatted, instead of relying on stale contact details.
Customers can now ask your AI assistant about availability for a specific day and time window (e.g. "mornings next Tuesday") and get matching slots back.
Your AI assistant's product search can now filter by brand, category and variant (size, color, etc.), and tell customers live stock counts.
A quiet "Draft with AI" trigger is now available on text fields throughout the product, and AI suggestions always include a filled-in draft with any unknowns clearly marked.
Conversations now show a readable summary of what your AI assistant actually did — created or updated an order, appointment, or contact — not just its message.
AI replies sound more natural and conversational.
Fixed your AI assistant incorrectly telling customers a treatment or doctor "isn't offered" on a near-miss name match.
Fixed appointment and availability times shown by your AI assistant not always reflecting your business's timezone.
Fixed cancelled AI runs sometimes still reaching the customer, or showing as "didn't reply" instead of "stopped."
Turning off the workspace AI toggle now fully disables your AI assistant everywhere, instead of leaving it partially visible.
Fixed AI-sent images occasionally showing broken or duplicated captions on Instagram and Messenger.
Automated Follow-Ups
Your AI assistant can now follow up with contacts automatically when they go quiet, on a schedule you control — anytime, business hours only, or a custom window — with a configurable interval ladder and a choice of how to close out the chase.
Your AI assistant can book a follow-up reminder itself when a contact says they'll get back to you later.
Follow-up messages are now clearly labeled in the conversation, with the assistant's full reasoning trace visible.
A new Impact report card shows how many follow-ups turned into replies and bookings.
Inbox
Messages now show delivery status ticks (sent, delivered, read, failed), with a timestamped delivery history on hover.
"Needs attention" filters in the sidebar now show live, urgency-colored counts, reveal a one-click "Resolve" action on hover, and clear instantly when handled.
Redesigned conversation tabs, aligned top bars, and added pastel avatars for contacts without a photo.
Staff now get push and email notifications, plus a dedicated review queue, when your AI assistant needs help answering a customer or drafts a new suggested answer.
Switching conversations no longer wipes an AI draft that was about to be prefilled into the composer.
Videos opened from a chat message no longer autoplay.
Fixed conversations getting stuck showing "Awaiting review" when a realtime update was missed.
Appointments & Payments
Once an appointment's time has passed, you're now prompted right in the inbox or appointment drawer to record what happened — attended, no-show, rescheduled, still deciding, or nothing booked — in one step.
Appointments now track payments directly: capture the price upfront when booking, see a receipt-style summary with a running total, and get flagged if a completed appointment has no payment recorded.
Creating and updating appointments now feels instant — the calendar updates immediately instead of waiting on a server round trip.
Unresolved appointments (nobody marked whether the patient showed up) are now automatically chased down.
Doctor time off now shows directly on the appointment calendar and can be managed from within Replyn.
Redesigned the appointment worklist with queue tabs, a single "needs attention" toggle, and a card-based layout, plus a ranked to-do list in My Inbox.
New Appointments report with a dedicated no-shows section, consultation funnel, and AI-attributed revenue.
When no staff member is available to handle an appointment, admins are now notified immediately instead of after a delay.
Editing an appointment for a patient with incomplete contact details no longer fails silently.
Contacts
Workspaces can now define their own custom contact fields, shown as table columns, on the create form, in the contact detail panel, and in the filter builder.
Contacts now move automatically through funnel stages (no-show, patient, nurture) based on how their appointment resolves.
Fixed a crash when opening the contact filter builder from a sidebar lifecycle link.
Knowledge Base
The knowledge base is now visible to every team member; only admins can add or edit entries.
Bulk delete and "Suggest FAQs" actions are now available directly from the treatment, doctor, and department tables, and you can approve every ready AI draft in one action.
Before/after photos are now a single image upload instead of requiring a matching pair, and FAQ questions can now be up to 400 characters long.
Treatments, doctors, and departments can now be exported to a spreadsheet and re-imported, with created/updated counts and AI-drafted FAQs.
Ads & Workflows
Click-to-chat ad targeting in the workflow builder is now a proper tree picker — choose by campaign, ad set, or ad, and search across all three levels.
Ads list filters are now searchable multi-select dropdowns instead of checkbox lists.
Click-to-chat ads can now be filtered and tracked by campaign and ad set, not just individual ad.
New workflow automation triggers for "Consultation Outcome Recorded" and "Appointment Billed," both now shown on the contact's activity timeline.
Notifications
New "Appointment Updates" notification category, off by default to reduce inbox noise.
Fixed AI-related notification emails sometimes linking to the wrong business's domain.
Billing & Subscriptions
A subscription with cancellation scheduled now shows its own status and tells you when access ends.
Refunded and partially refunded payments are now recognized, displayed, and correctly revoke subscription access.
QR code payments now show a countdown to expiry.
Custom pricing plans can now be checked out self-serve when a negotiated rate exists.
Fixed checkout reliability issues, including payment confirmation stalling and a checkout button 404ing on a plan with no price.
Storefronts & Orders
Workspaces can now create and manage multiple storefronts, each scoped to its own brand with its own URL, from a new storefront list page.
Refreshed the storefront builder's visual design.
Orders can now be filtered by created date range and by multiple payment methods.
Order confirmation emails now link to the correct orders page.
Reports
New AI Impact report showing appointments booked and work handled by your AI assistant.
No-show and completion rates in reports are now calculated more accurately.
ClinicSoft Integration
Replyn now automatically syncs patients, appointments, schedule blocks and invoices from ClinicSoft.
Fixed duplicate ClinicSoft invoices double-counting appointment revenue, and two doctors sharing a license number being merged into one record.
Patient medical record numbers (MRN) from ClinicSoft now show on the contact record.
Messaging
Instagram story replies now show properly even when the underlying story media can't be resolved.
v2026.08.02
Lifecycle Filtering for Idle Timer Workflows
Idle Timer workflow triggers can now be narrowed to specific contact lifecycle stages.
Workflows
The Idle Timer trigger now supports an optional lifecycle filter, so a workflow only enrolls contacts currently sitting in the stages you care about instead of every idle contact.
v2026.07.23
Contact Form Fix
Fixed an issue saving contacts with phone numbers that included dashes.
Contacts
Contacts with dashes in their phone number (e.g. 555-123-4567) now save correctly instead of failing validation.
v2026.07.12
Multi-Brand Storefronts
You can now run multiple storefronts, each scoped to its own brand.
Storefronts
Create multiple storefronts and scope each one to a single brand, or sell all your products together.
New storefronts page to view and manage all your storefronts in one place.
Delete a storefront directly from the storefronts list.
Storefront Builder
Refreshed the storefront builder with a cleaner, more consistent design.
Brands used by a storefront are now protected from deletion, with a clear note in the delete confirmation.
v1.2.0
Changelog & Documentation Updates
Added changelog page and improved site navigation.
New Pages
Changelog page with product filtering
New call-to-action components on landing pages
SEO
Enhanced SEO with robots.txt configuration
v1.1.0
Landing Page Refresh
Updated landing pages with improved design and new sections.