Connect your calendar

See your calendar and scheduled texts together on mobile, review AI call summaries before approving them, and create AI audio from your phone. Plus, contact maps, faster template access, and more flexible calling.

• Your calendar on mobile

  New

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

• Your contacts, mapped

  New

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

• Review AI call summaries

  New

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

• Share videos from your phone

  New

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

• Create AI audio on mobile

  New

  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

  Improvement

  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

  Improvement

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

• Correct call transcripts

  Improvement

  Edit and save transcript text directly from call details.

• More room while you call

  Improvement

  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

  Improvement

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

• Continue a web call on your phone

  Improvement

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

• Wealthbox call notes stay current

  Fix

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

• Add someone to a call with ease

  Fix

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