Faster Conversations and Better Mobile Setup

This release speeds up core conversation workflows, improves mobile onboarding and settings, adds easier contact handling, and refines out-of-office messaging.

• Import Contacts from Your Phone

  New

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

• Contact Cards in Compliance Messages

  New

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

• Faster Web Conversations

  Improvement

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

• Better Mobile Settings & Notifications

  Improvement

  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

  Improvement

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

• Wealthbox Quick Sync Expansion

  Improvement

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

• Conversation Copy Shortcuts

  Improvement

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

• Out-of-Office Auto Replies

  Fix

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