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Feb 5, 2025

Hello, dear Omnichat users!

Here are our latest feature updates:

  1. Auto Scheduler: We have launched a new feature that supports recurring journey triggers for different audiences.

  2. Broadcast and Audience Management: Now, you can create audience segments directly from broadcast details.

  3. Conversation 2.0 Enhancements:

    • The left-side “Case List” can now be collapsed in order to expand the chat window.

    • The customer profile now displays social media names.

    • Collaborative conversations are now available on Webchat.

  4. Salesforce Integration:

    • Supports tag sync

    • Syncs social channel subscription statuses.

    • Optimized phone number sync

  5. Bot Builder:

    • Supports new variables: Location Code and Staff ID.

    • Chatbot 2.0 now supports LINE

  6. LINE chat to order: Order notification settings are now available for LINE.

  7. Other Notices: Starting from March 19, multiple device logins for the same account will be restricted.

Auto Scheduler: Recurring Journey Triggers for Different Audiences

🙌🏻 Tiers: This feature requires both Audience Management and Customer Journey features to be enabled.

📍 Feature Navigation: Advanced Automation > Auto Scheduler

The newly launched Auto Scheduler feature allows you to trigger Customer Journeys for specific audiences (created through Audience Management) on a recurring or one-time basis.

Auto Scheduler: List Page

On this page, you can view scheduled tasks, search, and create new schedules.

Auto Scheduler: Schedule Settings

When setting up a schedule, you need to configure the following:

  • Schedule Name

  • Target Audience: Select an audience created in Audience Management.

  • Triggered Journey: The journey trigger condition must be set to “System Features”

  • Execution Frequency: Choose between recurring triggers or a one-time trigger.

    • Recurring Frequency: Supports triggers every N months, N weeks, or N days.

    • One-Time Execution: Set a specific date and time.

Auto Scheduler: View All Tasks

After setting up a schedule, you can access the View All Tasks page to:

  • Check the execution times for upcoming scheduled tasks.

  • Cancel specific tasks if needed.

Audience Management: Now You Can Create Audience Segments from Broadcast Details

🙌🏻 Tiers:Available in all plans that include Audience Management.

📍 Feature Navigation:Broadcast

After sending a broadcast with custom conditions, you can now directly create an audience segment from the broadcast details page.

When you click to create an audience segment, the system will pre-fill the conditions into the Audience Segment Setup page, where you can further refine or adjust them as needed.

Conversation 2.0: UI Enhancements & Webchat Support for Collaborative Conversations

🙌🏻 Tiers: Available for all plans that include customer service features.

📍 Feature Navigation:Conversation 2.0

UI Enhancement: Collapsible “Case Status List” for Wider Chat Window

The “Case Status List” in the left panel of the conversation page can now be collapsed or expanded, allowing users to adjust the width of the chat area on the right.

UI Enhancement: Customer Profile Now Displays Social Media Name

Omnichat allows customer service agents to rename customers for easier identification in their workflow. To improve cross-referencing with original social media data, this update introduces a non-editable field displaying the customer’s original social media name. Even if the customer’s name is modified, agents can still quickly identify them.

Conversation 2.0: Collaborative Conversations Are Now Available on Webchat

Collaborative Conversations are now supported on the following channels: WhatsApp, LINE, Facebook, Instagram, WeChat, and Webchat.

📖 Introduction & User Guide for Collaborative Conversations

Salesforce Integration Upgrade: Tag Sync, Social Subscription Status, and Phone Number Sync Optimization

🙌🏻Tier:Requires activation of the Salesforce CRM Integration module.

📍Feature Navigation:App Integration

This update introduces tag synchronization, social subscription status sync, and optimized phone number synchronization.

  • Tag Synchronization

    • Supports one-way sync from Omnichat → Salesforce.

    • Tags are separated by commas.

    • In Salesforce, select the Text Area (Long) field type to store tags, supporting up to 131,072 characters.

  • Social Channel Subscription Status Sync

    • Supports two-way synchronization.

    • In Salesforce, select a checkbox field for syncing.

  • Phone Number Sync Optimization

    • Now supports syncing phone numbers that include a ”+” sign from Salesforce to Omnichat.

Expanded Audience Filtering Conditions

Audience filtering is applicable to: Customer Management, Social Contacts, Broadcasts, and Audience Management pages.

  • New Filtering Options for Custom Attributes (Date & Date-Time Types):

    • Specific Date

      • The filtering was previously supported for date attributes, now it has been extended to date-time attributes.

      • Selecting 2023-01-05 covers 2023-01-05 00:00:00 – 2023-01-05 23:59:59.

    • Today

      • If executed on 2023-01-05 at 18:00:00, “Today” refers to 2023-01-05 00:00:00 – 2023-01-05 23:59:59.

    • Past N Days

      • If executed on 2023-01-05 at 18:00:00, “1 day ago means” refers to 2023-01-04 00:00:00 – 2023-01-04 23:59:59.

    • N Days Later

      • If executed on 2023-01-05 at 18:00:00, “Next 1 Day” refers to 2023-01-06 00:00:00 – 2023-01-06 23:59:59.

    • Within the Next N Days

      • Date-based: If executed on 2023-01-05, “After 3 Days” refers to 2023-01-05 – 2023-01-08.

      • Date-time-based: If executed on 2023-01-05 at 18:00:00, “After 3 Days” refers to 2023-01-05 18:00:00 – 2023-01-08 18:00:00.

    • After the Next N Days

      • Date-based: If executed on 2023-01-05, “After 3 Days” refers to 2023-01-09 onward.

      • Date-time-based: If executed on 2023-01-05 at 18:00:00, “After 3 Days” refers to 2023-01-08 18:00:01 onward.

    • Specific Month (Any Year)

      • Includes options for This Month, Last Month, Next Month, and January – December.

      • Searches within a 100-year past to 30-year future range.

Journey Triggers & Segmentation Conditions

  • New date and date-time-based conditions are now available for triggering journeys and audience segmentation when selecting custom attributes.

    • Specific Date

      • The filtering was previously supported for date attributes, now it has been extended to date-time attributes.

      • Selecting 2023-01-05 covers 2023-01-05 00:00:00 – 2023-01-05 23:59:59.

    • Today

      • If executed on 2023-01-05 at 18:00:00, “Today” refers to 2023-01-05 00:00:00 – 2023-01-05 23:59:59.

    • Past N Days

      • If executed on 2023-01-05 at 18:00:00, “1 day ago means” refers to 2023-01-04 00:00:00 – 2023-01-04 23:59:59.

    • N Days Later

      • If executed on 2023-01-05 at 18:00:00, “Next 1 Day” refers to 2023-01-06 00:00:00 – 2023-01-06 23:59:59.

    • Within the Next N Days

      • Date-based: If executed on 2023-01-05, “After 3 Days” refers to 2023-01-05 – 2023-01-08.

      • Date-time-based: If executed on 2023-01-05 at 18:00:00, “After 3 Days” refers to 2023-01-05 18:00:00 – 2023-01-08 18:00:00.

    • After the Next N Days

      • Date-based: If executed on 2023-01-05, “After 3 Days” refers to 2023-01-09 onward.

      • Date-time-based: If executed on 2023-01-05 at 18:00:00, “After 3 Days” refers to 2023-01-08 18:00:01 onward.

    • Specific Month (Any Year)

      • Includes options for This Month, Last Month, Next Month, and January – December.

      • Searches within a 100-year past to 30-year future range.

Bot Builder 2.0: New Variables & LINE Support

ℹ️ Bot Builder 2.0 is expanding support for all channels. It’s currently available on Webchat, Facebook, Instagram, and LINE. Please contact your customer support representative for early access.

LINE Supported Features in Bot Builder 2.0

  • Creating and editing LINE chatbots directly within the platform.

  • Card Editing Improvements:

    • Text Message Box: Now supports variables and emojis.

    • URL Buttons: Allows variable insertion.

    • Enhancements for Rich Menu and Receipt Modules:

      • Added “Add New” button.

      • Searching by name is now supported.

      • View configuration details:

        • Rich Menu: Displays action settings for each block.

        • Receipt Module: Shows event time settings.

New Variable Support: Branch Code & Salesperson Code

You can now insert Branch Code and Salesperson Code variables into URLs and text message boxes in the Bot Builder. These values will automatically be replaced with the corresponding details for each contact when sent.

  • Location code (Store branch code):{{system:agent_location_code}}

  • Staff ID (Salesperson Code):{{system:agent_employee_code}}

LINE Chat to Order: Order Notification Settings Are Now Available!

🙌🏻 Tiers: Requires activation of the LINE Chat to Order module.

📍 Feature Navigation: Conversation 2.0

Order notifications help automatically inform customers when an order is created or its status changes.

LINE Chat to Order: Before Enabling the Order Notifications

If the team has not yet enabled the feature, a “Enable Settings” button will be displayed.

LINE Chat to Order: Auto-Generated Notification Templates for 8 Order Statuses

Once notifications are enabled, the system will automatically generate notification templates for the following eight order statuses, based on the team’s language settings:Pending (Cannot be disabled)Order ConfirmedShippedReady for PickupCompletedCancelledReturnedThe Pending notification must remain enabled, while the other notifications can be toggled on or off based on your needs.

Single Account, Single User Policy Enforcement (Effective March 19, 2025)

To enhance platform security and ensure proper account usage, each Omnichat user account is intended for a single user only. However, we have identified cases where accounts are being shared across multiple locations.

Starting March 19, 2025, the following changes will take effect:

  • Each account will allow only one active user session.

  • Simultaneous login is permitted for one browser + one mobile app (iOS/iPadOS/Android).

  • If logging in from another device, the system will prompt you to confirm and log out of the previous session.

This update ensures a fair and seamless experience for all users.

If you have any questions, feel free to reach out to us!

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