> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/release-note/jan-31-2024.md). # Jan 31, 2024 Hello, dear Omnichat users! Here are some feature updates we have for you: 1. [**Salesforce contact information sync is now live**](#salesforce-contact-information-sync-is-now-available), taking another significant step towards achieving customer data integration across all channels! 2. [**You can now add chatbots and files to your saved replies**](#saved-replies-now-can-include-chatbots-and-files)**:** By setting up a chatbot to address common queries and setting it as a saved reply, you can further elevate your customer service efficiency and satisfaction 3. [**Sales Managers can check the customer list of each team member on our iOS APP Now**](#sales-managers-can-check-the-customer-list-of-each-team-member-on-our-ios-app-now) 4. [**Mobile Number data from specific locations automatically bound to WhatsApp:** ](#mobile-number-data-from-specific-locations-automatically-added-to-whatsapp)When the Omnichat Pixel on your website collects a user's mobile phone data from Singapore, Malaysia, Hong Kong, Macau, or Indonesia, it will automatically add it as a WhatsApp contact and complete the social channel binding. 5. [**New template format for importing customer data:**](#new-template-format-for-importing-customer-data-with-more-flexibility-for-inputting-tags) Users now have the flexibility to input tag information either in a single column or separately in different columns. 6. [**Other Improvements**](#other-improvements) ## Salesforce contact information sync is now available! 🙌🏻 **Tiers:** Users who have activated Salesforce CRM integration. Do you want to sync customer data from Salesforce to Omnichat or sync customer interaction data collected through Omnichat back to Salesforce? Now, you can achieve this through the "App Integration" section on the Omnichat platform for Salesforce integration! Not only can you sync contact lists, but you can also: * **Set synchronization conditions:** You can choose to sync all contacts at once or sync only contacts that meet specific conditions (e.g., sync only VIP members, customer data with specific tags, etc.). * **Sync social contacts:** Quickly establish or back up social contact lists by syncing with social IDs and channel settings. * Store data in custom attributes for various marketing campaigns, audience segmentation for broadcasts by custom attribute filters, or triggering customer journeys by changes in custom attributes.

**Related Tutorial Documents:** **📖** [**Salesforce Integration Tutorial**](https://docs.google.com/presentation/d/1QAq6c_ZGX4PUrJ8bvKicsrnUhQcUMzfB-ZfvD3QQYiQ/edit?usp=sharing) ## Saved Replies now can include chatbots and files 🙌🏻 **Tiers:** All plans that include customer service. This update introduces two new message types for saved replies: chatbots and files. Creating saved replies with chatbots and files inside them is currently available on both the web and the Omnichat iOS/Android Mobile App. However, as of now, the saved replies containing chatbots and files can only be used in our App. This feature is expected to be supported in our web version by the end of March. ### Saved Reply Management: Added the ability to create saved replies with chatbots or files When setting up saved replies, you must choose a custom message or a chatbot. If you want to upload a file, please choose the option for custom messages. ### Saved Reply Message Types Currently, all types of messages that can be set include: **Custom Message:** * Text Message * Image: There is no file size limit for uploading image files. After uploading, images larger than 5 MB will be automatically compressed to fit within the 5 MB limit. * Video: The file size limit for uploading video files is 16 MB, and only the MP4 format is supported. * File: The size limit for uploading files is 8 MB, with no format restrictions. (Due to platform limitations, this feature is only supported on Facebook Messenger and WhatsApp.) **Chatbot:** * Supported messaging platforms: WhatsApp, Facebook Messenger, Instagram, LINE * Unsupported chatbot module types: Abandoned Cart Remarketing Message, Coupon Card, WhatsApp Keyword Auto-Assignment Card

### Saved reply management permissions for different roles Different roles can have different levels of access for saved reply management, as shown in the table below: | Role | Message Type | Permission Type | Action | | ------------------------ | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------ | | Administrator | Custom messages, bots | All | Edit, Delete | | Manager | Custom messages, bots | All teammates, Only Me, Designated role (Manager, Customer Service Manager, Customer Service Staff, Sales Manager, Sales staff, Marketing Staff) | Edit, Delete | | Customer Service Manager | Custom messages, bots | Only Me, Designated role(Customer Service Manager, Customer Service Staff) | Edit, Delete | | Customer Service | Custom messages | Only Me, Designated role (Customer Service Staff) | Edit, Delete | | Sales Manager | Custom messages | Only Me, Designated Store (Bound Branch) | Edit, Delete | | Salesperson | Custom messages | Only Me, Designated Store (Bound Branch) | Edit, Delete | | Marketing | Custom messages, bots | All teammates, Designated role (Administrator, Manager, Customer Service Manager, Customer Service Staff, Sales Manager, Sales Staff, Marketing Staff) | Edit | **Note:** Even though customer service staff, sales staff, and sales managers cannot create saved replies that include chatbots, they can use saved replies created by other team members if their role is set to have access to those saved replies. For example, if one of the marketing staff sets up a saved reply accessible to all teammates and the content type is a chatbot, customer service staff can use this saved reply. ### Conversation: Using saved replies containing chatbots or files Currently, saved replies containing files and chatbots are only supported on our App. This feature is expected to be supported on our web version by the end of March. When using saved replies that include chatbots, please take note of the following: * Saved replies including files are supported in WhatsApp and Facebook Messenger conversations. * Saved replies including chatbots are supported in WhatsApp, Facebook Messenger, Instagram, and LINE conversations. * When selecting a saved reply containing a chatbot, you can preview it before sending it. However, editing the content of the chatbot is not possible directly in the conversation interface. * When using saved replies, only chatbots applicable to that specific social channel are supported. For example, if you set a chatbot as a saved reply for WhatsApp, it will not be usable when sending messages through Facebook Messenger. ### Salesperson mass messaging now supports: saved replies including files and chatbots. When OMO salespeople use the App for mass messaging, they can also use files and chatbots. New supported items: * When editing mass messages, you can now upload files * Using saved replies that include chatbot modules and files is now supported. * Messages containing files are only applicable to WhatsApp and Facebook Messenger. * The mass messaging record log allows you to view mass message records that include files and chatbots.

## Sales Managers Can Check the Customer List of Each Team Member on Our iOS APP Now 🙌🏻 **Tiers:** OMO 👤 **Roles Applicable:** Sales Manager We have introduced a new tab, Team List, under the Sales Managers' customer list, providing a comprehensive view of all conversations involving Sales members in their branch. * **My list**: List of the customers personally bound to the Sales Manager * **Team list**: The list of all customers that are bound to all the other salespeople in the same store. ### **Actions that can be performed on individual contact profiles:** * **View Conversation:** They can open and engage in the conversation without changing the follow-up or binding status. * **Customer Information:** Opens the customer’s profile page. * **Team Member Information:** Opens the team member's profile page. Note: Sales Managers can only broadcast to the customers in their own list (customers bound to them), but they can not broadcast to the customers in the team list. **Search function:** you can search by Customer Information (Customer’s name or phone number)

## Mobile Number data from specific locations automatically added to WhatsApp 🙌🏻 **Tiers:** Advanced Marketing, Enterprise, and Social CDP Now, when the Omnichat Pixel on your website collects a user's mobile phone data from Singapore (SG), Malaysia (MY), Hong Kong (HK), Macau (MO), or Indonesia (ID), it will automatically add it as a WhatsApp contact and complete the social channel binding. ## **New template format for importing customer data with more flexibility for inputting tags** 🙌🏻 **Tiers:** All marketing plans, Enterprise plan, and Social CDP * In the Social CDP tab> Import Customer Data, now there are two supported formats for importing tags: * All tags are placed inside the same cell under the "Tags" field * There is no limit on the number of tags. * Each individual tag is placed in a separate cell under separate tag fields. * There is no limit on the number of tags. {% hint style="info" %} Please download and use different template files if you choose different import methods. {% endhint %}

## Other Improvements * \[Web] Customer journey now supports tracking the Click-through Rate of image carousel message cards in the Message Nodes. * \[Web] The [Pixel Records](https://console.omnichat.ai/pixel-record) page now supports displaying 100 records at once. * \[Web] When sending coupons on WhatsApp, links will be displayed as buttons.