Word on the street.

Your calendar on mobile

See Google Calendar events and upcoming scheduled texts together in a weekly agenda from the mobile Calendar tab.

Your contacts, mapped

Explore your contacts on a state-level US map, with tag and segment filters to see where your audience is.

Review AI call summaries

Require summary review for an inbox, then approve or edit AI call summaries directly in the web app.

Share videos from your phone

Upload a video from your mobile library and copy a link to its shareable video page.

Create AI audio on mobile

Turn a script into an AI-voiced audio clip, choose between two takes, or upload an MP3 or WAV from your phone.

Keep favorite templates within reach

Pin your most-used SMS templates to the top of your library and message picker on web and mobile.

Find calls by what was said

Search call transcripts and voicemail transcriptions, not just contact names and phone numbers.

Correct call transcripts

Edit and save transcript text directly from call details.

More room while you call

Minimize the web dialer to a slim status bar while keeping your call connected, then restore the controls when needed.

Build audiences with multiple tags

Select several tags in a single segment filter to find contacts matching any of them.

Continue a web call on your phone

Join an active web call from your configured profile phone, then leave the web connection without restarting the conversation.

Wealthbox call notes stay current

AI summaries update call notes in Wealthbox as soon as they're ready, including on existing connections.

Add someone to a call with ease

Adding an outside number to a team-to-team call keeps the original caller connected.

Customize AI receptionists

Create and customize AI receptionists and call screeners, then choose which one handles each AI step in your call flow.

Turn text into audio

Choose an AI voice, preview two generated versions of your script, and save your favorite.

Export inbox conversations

Admins can export an entire inbox or a single conversation to CSV, with an email when the download is ready.

Import your knowledge base

Build your knowledge base from a website or supported text file, then review and edit the imported entries.

Schedule holiday replies

Set preset holidays or custom dates for automatic holiday replies and voicemail greetings, including annually recurring dates.

Daily call and text trends

Explore daily call and text volume over 7, 14, or 30 days with interactive charts.

Visualize delivery and team workload

New flow charts show message delivery outcomes and how calls and talk time are distributed across your team.

Copy settings between inboxes

Admins can copy settings from another inbox in the same workspace without replacing its number, name, or access settings.

Undo send without keeping the app open

Your recently sent message still delivers after the undo window expires, even if you close or reload the app.

Filter segments by birth year

Target contact segments by birth year as well as birthday month.

Reopen broadcasts for editing

Move a finalized, unsent broadcast back to draft to make changes before sending. Cancel an active schedule first.

Warm transfer audio fix

Fixed a timing issue that could put a resumed caller back on hold and interrupt their audio during a warm transfer.

Match recordings to GReminders meetings

Sending a call recording to GReminders now attaches it to a matching recent or upcoming meeting when available, creating a new meeting when no match is found.

More precise scheduled messages

Scheduled messages now target your chosen delivery minute instead of waiting for the next 15-minute sending window.

One Wealthbox note per call

Call details, notes, and transcripts now update the same Wealthbox note instead of creating separate entries.

Faster Wealthbox call syncing

Call details sync to Wealthbox without the previous call-end waiting period, with later notes updating the existing entry.

Re-enable notifications reliably

Disabled notification rules can now be turned back on without an error or needing to recreate them.

Away replies in conversation order

Out-of-office and business-hours replies now appear after the incoming message that triggered them.

Keyword and missed-call reply ordering

Automated keyword and missed-call replies now appear after their triggering message or call.

Safer group message retries

Repeated retry requests for a partially delivered group message no longer send duplicate retry texts.

Slant business contacts

Business contacts now sync automatically from Slant, helping you recognize incoming calls by company name.

Subscription usage at a glance

View seats, messages, call minutes, and Outreach Engine credit usage from your Subscription page, with clearer allowance and overage tracking.

Incoming message sounds

Hear an alert when a new message arrives in the web app, with a preference to turn sounds on or off.

Middle names for contacts

Add and edit middle names in CurrentClient contact forms and see them in contact details.

Reminders stay within reach

A persistent Reminders tab with a conversation count makes snoozed conversations easier to find and revisit.

Personal greetings after transfers

Unanswered transferred calls now play the recipient’s personal voicemail greeting, including for teammates without a personal inbox.

Accurate team availability

Teammates now appear with their correct online status when you join a session, instead of incorrectly showing as offline.

Stable conversation photos

Photos no longer blank out or resize during conversation refreshes.

Wealthbox preferences preserved

Reconnecting Wealthbox now keeps your existing sync preferences, including completed survey syncing.

Reliable Text Us follow-up

Website Text Us submissions now consistently open the conversation and mark it unread so your team can spot new inquiries.

Share Calendly links in conversations

Connect Calendly and insert available meeting types directly from the web message composer.

WhatsApp templates on mobile

Send approved WhatsApp templates from mobile and clearly identify inbound WhatsApp notifications.

Find contact conversations faster

A new Contacts inbox view brings active and completed conversations associated with contacts into one place.

Create CRM tasks on mobile

Create CRM tasks from the mobile app without switching back to the web.

Call with CurrentClient from Windows

Set CurrentClient as the default Windows app for phone-number links.

International numbers now sync

Contacts with international phone numbers can now import correctly from connected CRM integrations.

Clear your unread inbox at once

Mark all unread conversations as read in a single action.

Conversations inside contact profiles

Review and reply to a contact’s messages directly from their profile.

More reliable calling on the web

Placing and receiving calls on the web is now more reliable across every session.

Android calls keep your microphone active

Android calls now keep your audio active when your device locks or you switch to another app.

Restart group conversations

Create a new group conversation from an existing thread without rebuilding the participant list.

Flexible conversation exports

Copy the last day, week, or month of conversation activity, or export a complete conversation history as CSV.

Add meeting links while messaging

Insert HubSpot or GReminders booking links directly from the message composer.

Know your contact’s local time

Conversations now show when a contact is in a different time zone, helping you reach out at the right time.

Message reactions on mobile

Mobile conversations now show SMS and RCS reactions directly on the messages they reference.

Automatic call-recording announcements

Calls can now notify participants automatically when recording begins.

Simpler website widget builder

Configure, preview, install, and monitor your website widget through a clearer guided setup experience.

Clearer call history

Call history now identifies the team member and contact involved in each call, making missed calls easier to spot.

Reliable first messages in group chats

Group conversations are ready to message the moment you create them, and every participant receives the first message.

More reliable outbound mobile calls

Outbound calls from the mobile app now connect with clear ringback and two-way audio.

Call analytics dashboard

Explore inbound and outbound call performance with filters for volume, answer rates, talk time, contacts, and calling patterns.

Manage call outcomes at scale

Apply a disposition to hundreds of selected or filtered calls at once, including marking calls as spam.

Capture call outcomes after every call

A new post-call prompt makes it easy to assign, create, and later update dispositions while the conversation is fresh.

Export call analytics

Download the detailed records behind any filtered call analytics view as a CSV for reporting and further analysis.

CurrentClient context inside Wealthbox

View Wealthbox contact details alongside CurrentClient call and SMS history, with calling shortcuts directly in the browser extension.

Text contacts from Wealthbox

Send SMS messages from the CurrentClient browser extension panel without leaving your CRM.

Forward calls to extensions

Inbound call forwarding now supports extension dialing for smoother routing into existing phone systems.

Flexible call-recording announcements

Configure and preview call-recording announcements at the inbox, workspace, or network level.

Transcripts on shared calls

Shared call pages now include a speaker-formatted transcript alongside the recording and summary.

Browser-based desktop sign-in

Desktop sign-in now opens in your browser, supporting password autofill and biometric authentication for a smoother, more secure login experience.

Use CurrentClient from iPhone

iPhone users can now choose CurrentClient when starting a message to a phone number from another app.

Pin favorite mobile contacts

Pin frequently contacted people to a dedicated favorites area in the mobile app for quicker access.

Filter contacts on mobile

Mobile contact lists now support tag and segment filters, and remember your selections between sessions.

Play voice messages on mobile

Incoming voice memos can now be played directly in the mobile app.

Resend undelivered messages

Resend an undelivered text directly from a conversation on web or mobile.

Cleaner CRM note syncing

Notes now sync cleanly to connected CRM records.

Zapier messages appear in conversations

Texts started through Zapier now create or connect to the correct CurrentClient conversation.

More reliable broadcast delivery

Broadcasts now handle phone numbers with country codes correctly.

Dial plan 'jump to node'

Dial plans now allow you to jump to another node in the plan, making it much easier to maintain more complex dial plans.

Display AI Agent handoff

When a call is transferred from your AI agent, you can now see that clearly on the call record.

Microsoft Teams Notification Setup Guidance

Added in-app guidance to help admins grant the required Microsoft Teams notification permissions, making setup easier and reducing confusion when notifications are unavailable.

Clearer Inbox Ring Routing

Inbox settings now clearly show when calls ring directly to an assigned person and prevent editing the ring group in cases where that setting does not apply.

More Accurate Call Transcripts

Fixed a transcript issue to improve the accuracy of call records and conversation review.

Teams Web Calling Setup Fixes

Improved Teams web calling by showing clear microphone permission guidance and retrying setup when access is granted, helping phones come online more reliably.

Android Call Mic Stability

Fixed an Android issue where the microphone could cut out when the phone went to sleep during a call.

Inbound iPhone Voice Memos

Users can now receive, play, and process inbound iPhone voice memos more smoothly, including support for converting unsupported audio formats so recordings are usable inside the app.

Recent Texts Dashboard Widget

Added a Recent Texts widget to the dashboard so teams can quickly see recent messaging activity across inboxes alongside call activity.

Mobile Texting Experience in Teams

The mobile Teams experience is now streamlined around texting, with a cleaner single-column inbox flow, simpler navigation, and mobile-friendly access to conversations and contacts.

Web Appearance Preferences

Added light, dark, and system appearance preferences on web so users can match the experience to their device and personal settings.

Short URL Analytics

Short links now capture views and clicks, giving teams better visibility into link engagement and usage.

Cleaner Contact and Dial Plan Workflows

Improved admin workflows by adding contact deletion for unsynced contacts and making dial plan publish-and-save behavior clearer to reduce setup confusion.

Calling and Voicemail Summary Fixes

Fixed issues that could generate AI summaries for voicemails or IVR-only recordings, improving the accuracy of call summaries and reducing misleading call activity.

Inbox and Mobile Call Reliability

Resolved issues with forwarded calls incorrectly staying unread and fixed an iOS calling crash to make mobile and inbox behavior more reliable.

Team Member Extensions

Added dedicated 3-digit extensions for team members, making it possible to route calls directly to a person without tying the extension to an inbox.

Personal Voicemail

Added personal voicemail for team members, including recording and upload support, so missed transferred calls can fall back to the individual's own voicemail instead of a shared inbox message.

Speed Dial Shortcuts

Added six speed dial slots on the dashboard so users can quickly call or text pinned contacts, inboxes, or specific phone numbers.

Bulk Call Actions

Added bulk actions on the calls view so users can select multiple calls and block or delete them in one step.

Salesforce User Connections

Expanded CRM connection support so individual team members can connect their own Salesforce account and sync activity using their own credentials.

HubSpot Birthday Sync

Added support for syncing birthdays from HubSpot, including handling common date formats more reliably.

Desktop Deep Links

Links from the web app can now open directly in the desktop app when it's available, making shared links and inbox navigation faster.

Shareable Inbox Searches

Added URL search parameters to the inbox page so filtered views can be shared and reopened with the same search already applied.

Call Recording Improvements

Forwarded calls now consistently appear in your call history with their recordings attached, so your call records stay complete and easy to reference.

Smoother Session Handling

The web app now recognizes when a browser session has expired and prompts you to sign back in right away, keeping your session state clear so your work stays on track.

iOS Incoming Call Improvements

Answering incoming calls on iOS after reopening the app is now smoother and more dependable.

Clearer Call Transfers

Call transfers now give clear, accurate feedback during live conversations, so you know the moment a transfer goes through.

Incoming VCF Contacts

Incoming VCF files now display in the app and can be saved directly as contacts, making shared contact details much easier to use.

Mobile Theme Toggle

Mobile users can now control the app theme directly instead of being tied to the device's appearance setting.

Dial Plan Visibility

Dial plan screens now show all team members' inboxes, making routing setups easier to read and manage.

Group Message Archive Data

Archived group messages now include participant details more reliably, improving downstream reporting and archive workflows.

More Accurate Forwarded Call Status

Forwarded calls now show the right status in the original inbox once they've been routed, keeping your inbox clean and accurate.

Smoother Conference Calls

Conference calling is even smoother across web and mobile, with held callers staying connected and hold or resume actions working cleanly.

Import Contacts from Your Phone

Mobile users can now import contacts directly from their device into the app instead of creating them manually.

Contact Cards in Compliance Messages

Compliance messages can now include a contact card so recipients can save your contact details right from the first message.

Faster Web Conversations

The web conversation experience was reworked to feel faster, more responsive, and more reliable during day-to-day messaging.

Better Mobile Settings & Notifications

Mobile settings are now easier to find, and notification preferences are enabled more reliably at login so users are less likely to miss alerts.

Web Permissions Page

Added a permissions page on web so users can quickly confirm microphone and notification access when troubleshooting setup issues.

Wealthbox Quick Sync Expansion

Quick sync now supports more Wealthbox contact types, including company and trust records.

Conversation Copy Shortcuts

It's now easier to copy contact names, phone numbers, and media from conversations for faster follow-up work.

Out-of-Office Auto Replies

Scheduled out-of-office text auto replies now send right on time, so your away messages go out when expected.

Clearer Shared Billing

Improved managed organization billing so invoices can be broken down more clearly by workspace.

More Flexible Call Routing

Inbound call handling now follows an explicit inbox setting, making it easier to choose whether calls ring in app, forward out, or follow a dial plan.

Smoother Onboarding Setup

New organizations now get created cleanly during setup, for a smoother onboarding experience.

Smoother Business Registration

Business registration forms now submit reliably from workspace settings.

Website Widget Auto-Replies

Website widget auto-replies now respect a blank reply message, cleanly disabling the automatic response when you want it off.

Reliable Call Forwarding

Forwarded calls now route accurately for forwarding-based setups, reaching the right destination reliably.

Clearer Voicemail Recordings

Web voicemail recordings now sound clearer and crisper for a better listening experience.

Smoother Desktop Login

The desktop app now launches cleanly on macOS without repeated keychain permission prompts.

Carrier Calling Support

Added support for carrier-based calling, including the underlying forwarding flow, mobile bridging work, and web app preferences to support more flexible calling behavior.

Smart Time Scheduling

Scheduling workflows now support smarter time suggestions, helping users pick meeting times more efficiently.

Messaging & Conversation Upgrades

Added Giphy support in the message composer, AI-generated follow-up suggestions, and improvements for importing and enriching conversation records across connected systems.

Desktop & Mobile Calling Improvements

Improved desktop startup behavior, notification handling, Android inbox controls, and mobile voice registration so calls and alerts behave more consistently across devices.

Pricing & Billing Prep

Added Stripe product setup and subscription reporting work to support updated pricing and billing flows.

Calling & Notification Improvements

Refined calling and notification behavior across the board, with more dependable ringing and connections, smooth conference calls, accurate missed-call notifications, clean on-call states, and tidy push notifications after logout.

Mobile & Messaging Refinements

Polished speakerphone behavior, number selection, side navigation, group text delivery, form submissions, and a range of mobile calling and UI details.

AI Call Screener & Agent Flow Upgrades

Added new AI call screener fields and flow controls, including support for known-contact checks, next-step routing, and additional call handling nodes for more flexible automated call experiences.

Search Across Calls and Conversations

You can now search calls, conversation lists, and contact selection flows more easily, making it faster to find the right call history, thread, or contact while working.

Expanded Slant CRM Actions

Broadened the Slant integration with support for contacts, notes, custom fields, and task creation so more CRM work can happen directly from calling and conversation workflows.

Improved Agent Activity & Call Management UI

Refined agent activity views and related call management screens with better visibility into call activity, faster blocking and deletion actions, and cleaner supporting UI behavior.

Better Audio, Permissions & Routing Behavior

Improved audio quality, call forwarding support, inbox permission handling for calls, and ring group behavior to make calling workflows more predictable across teams.

Calling Improvements

Refined calling behavior for smoother ringing and connections, better handling of self-calls and anonymous calls, accurate missed-call status, and clean call recording completion.

CRM Sync & Customer Workflow Improvements

Improved Salesforce sync counts, CRM sync checks, contact parsing, call note category handling, workspace routing setup, and a range of customer-specific sync and account details.

Mobile & Messaging Refinements

Smoothed out message input, dashboard notification display, broadcast contact flows, and a range of mobile conversation and call experience details.

Website SMS Widget

Embed a customizable text widget on your website so visitors can message you directly. Supports custom messages, inline display, and A2P-compliant delivery.

Advanced Message Search

Search your inbox with in: and from: operators, plus OR support in segments for more powerful filtering.

GReminders Integration

Connect GReminders to automate appointment reminders and follow-ups through CurrentClient.

Redesigned Call Screen

Simplified call screen UI with a faster call-back button, ring duration display, and improved speakerphone on Android.

Desktop App Improvements

Better notification support, window controls, and silenceable alerts on the desktop app.

Mobile Refinements

Smoothed out iOS app behavior, Android speakerphone audio, mobile drawer behavior, and timezone handling for out-of-office.

Faster Inbox Performance

Optimized message lookups and permission caching deliver a noticeably snappier inbox experience, especially for large workspaces.

Out-of-Office in Group Messages

Auto-response rules now trigger in group conversations, so contacts always receive your away message regardless of thread type.

Desktop App Focus on Incoming Calls

The desktop app now automatically comes to the foreground when you receive an incoming call, so you never miss a ring.

Smarter AI Call Summaries

AI summaries are now generated only for answered calls, eliminating unnecessary summaries for missed or unanswered calls.

Mobile Calling Refinements

Smoother mobile calling, with steady connections when the phone sleeps, a clean call screen after hangup, better keyboard behavior mid-conversation, and improved speaker handling on the lock screen.

Voicemail & Notification Improvements

Refined voicemail transcription, multi-language voicemails, and batch notification delivery.

Click-to-Call Link Handling

Phone number links on any webpage now open directly in the CurrentClient desktop app, making it easy to call contacts from your browser or CRM.

Link Calls to Contacts

Incoming and outgoing calls are now automatically matched to known contacts, so call history appears in the right conversation thread.

Inbox Stats Per User

The stats view now shows metrics for your own inboxes instead of the entire workspace, giving you a clearer picture of your personal activity.

Improved Archiving & Compliance

Archive receipts are now visible in the UI, emails use a simplified format, group threads are archived correctly, and oversized message handling has been improved.

Personalized AI Summaries

AI call summaries now include the caller's name for easier scanning and CRM logging.

Mobile & Calling Refinements

Smoothed out international call connections, Android voicemail playback, call UI after hangup, earpiece selection, and ringing behavior after logout.

Slant CRM Integration

Connect your Slant CRM to sync contacts, custom fields, and notes directly from your inbox.

Greminders Integration

Push call recordings and notetaker summaries to Greminders for seamless meeting follow-up.

Desktop as Default Calling App

Set the desktop app as your default calling application so inbound calls ring directly on your computer.

Clickable Links in Voicemail

Phone numbers and URLs in voicemail transcriptions are now clickable for faster follow-up.

Improved Business Registration Flow

Redesigned the business registration pages with clearer messaging about review timelines and email domain setup during onboarding.

Calling and Messaging Improvements

Refined call statuses, group message conversation records, auto-reply delivery, voicemail transcription accuracy, and hot key shortcuts.