Discover our latest updates, including new features, improvements, and bug fixes, all designed to enhance user experience on our platform

🚀 NEW FEATURES

• Audit Logs – Introduced new logging to track and monitor platform activity, enhancing security and traceability of user actions.
• Customer 360 – Sensitive Data Visibility Control: Customer income information is now hidden from users with certain roles, reinforcing data privacy for sensitive customer information.
• Customer Search – New Exclusion Rules: “Confidential Customers” are now automatically excluded from searches, lists, and profiles, providing enhanced privacy for specific customer segments.
• Reference Data – Color Support: Added color support to the Reference Data module for improved visual differentiation and clearer data presentation.

🔄UPDATES

• Content Editor Permission: New, distinct permissions introduced to control content editing access during the campaign preparation process.
• Customers – Payroll Labeling: Introduced payroll labels to streamline the identification and organization of payroll-related customer information.
• Data Export Controls: Updated permissions in the Behavior module and campaign overviews, allowing admins greater control over customer data exports.

🔧 BUG FIXES

• 4 fixes in Outbound Call Management: Resolved issues with filter functionality, employee search, assignment visibility, and detailed call views.
• 2 fixes in Segment Designer: Improved dynamic filtering and account filtering for transactional behavior
• 3 fixes in Campaign Management and Campaign Analytics: Addressed multi-wave campaign failures, SMS click tracking, and link event flagging

🚀 NEW FEATURES

• Outbound Call Campaign Management – Effortlessly manage call campaigns across call centers and branches. Assign, update, and reassign customer lists from HQ in one place, maximizing reach.
• Personalized Message Viewer – Easily review individual messages delivered to each customer across channels, gaining full visibility into your campaign communications.
• Multiservice Scheduler Support – Our Scheduler now handles multiple services, streamlining complex, multi-step campaigns with improved accuracy and efficiency.

🔄UPDATES

• Ask AI – Now, search customer digital activities with ease! Our enhanced AI tool lets you dive deeper into digital activity data using simple text queries.
• Bank Simulator – Experience a more robust testing environment with the updated Bank Simulator. Generate unlimited demo customers and explore extended customer data, now enhanced with various ML predictions for richer simulations.

🔧 BUG FIXES

• 6 fixes in Analytical Dashboards
• 11 fixes in the Segment Designer module
• Various improvements in Reference Data, Content Manager and other key areas

🚀 NEW FEATURES

• Bank Simulator – Run simulated banking scenarios with this initial version, crafted to model customer databases for training or testing purposes.
• Customer Enrichment with Segments – Enhance customer profiles by enriching them with relevant segments, boosting personalization and engagement.

🔄UPDATES

• Customer Contact Lists – Improved process of customer contact list import with enhanced stability and smoother operations.
• Segment Designer – Added a product activity filter to Segment Designer, allowing for more detailed segment targeting.

🔧 BUG FIXES

• 14 fixes in Segment Designer, resolving issues in filters, inline saving and customer drill-down
• 9 fixes in Contact Lists, ensuring better data management and smoother imports

🚀 NEW FEATURES

• Conversion Tracking Configurations – Enable or disable Conversion Tracking tailored to each client’s needs, allowing flexibility in offering this functionality when needed.

🔄UPDATES

• User Log Improvements – Upgraded logs with improved filtering options for better user activity tracking and security analysis.
• Data Connector – Periodic Synchronization -Introduced periodic sync support to ensure smoother and more consistent data updates.

🔧 BUG FIXES

• 12 fixes in Campaign Management, including export issues, filter updates, and improved chart displays
• Various fixes in Transaction, Income, and Merchant Overview for enhanced performance.

🚀 NEW FEATURES

• SMS Link Tracker – This suite of tools includes a URL Shortener, URL Substitution in SMS Messages, and a Tracking Event Collector, all designed for streamlined campaign management and analytics. It allows Optio users to track customer engagement by identifying which customers clicked on SMS links, offering insights to optimize future campaigns

🔄UPDATES

• Platform User Management – New functionality enables better role management across the organization, with specialized features for front-line employees.

🔧 BUG FIXES

• 3 general fixes for better performance in the “Top Merchants chart”, Filter Builder, and Data Connector stability.

🚀 NEW FEATURES

• Find Customer – For enhanced security, a new customer search feature has been added to the platform. This feature enables users with restricted access to search and view only limited information about customers, ensuring data privacy.
• Dark Mode – New dark mode option for a more comfortable user experience, especially in low-light environments

🔄UPDATES

• Segment Designer – Enhanced UI and UX improvements provide a more intuitive experience and improved segmentation capabilities.

🔧 BUG FIXES

• 3 general fixes for better performance in the “Top Merchants chart”, Filter Builder, and Data Connector stability.

🚀 NEW FEATURES

• Workflow Analytics Aggregations – Gain deeper insights into workflow performance with advanced aggregation tools.
• Workflow Visual Validations – Simplify workflow creation with intuitive visual validation tools.

🔄UPDATES

• Segment Designer Dashboard – Enhanced tracking for users digital activity and digital channel consumption.
• Segment Designer Filters – Refined filtering for historical communication analysis.

🔧 BUG FIXES

• 2 fixes in Transactions and Filters – Addressing category key issues in transaction blocks and improving navigation from the main page to “See More” pages.

🚀 NEW FEATURES

• API Health check Endpoints – Easily monitor API health with new dedicated endpoints.
• Graylog Logging Integration – Centralized logging for enhanced debugging and observability.

🔄UPDATES

• Segment Designer Filters – Smarter segmentation based on product usage.
• Segment Designer Filters – More intuitive and efficient list filtering options.

🔧 BUG FIXES

• 2 fixes in Transactions and Filters – Addressing category key issues in transaction blocks and improving navigation from the main page to “See More” pages.

🚀 NEW FEATURES

• Socket.io Redis Emitter – Improved real-time event handling for better platform responsiveness.

🔄UPDATES

• Segment Designer Filters – Improved predictive insights for smarter customer segmentation.

🔧 BUG FIXES

• Contact List Selector – Addressed data filtering issues and fixed navigation problems.

🔧 BUG FIXES

• This update focuses solely on bug fixes and performance improvements to enhance stability and user experience. No new features were introduced in this release.

🚀 NEW FEATURES

• Campaign Analytic Aggregations – pre-aggregated stats now provide faster campaign insights by reducing system load and eliminating delays from on-demand calculations.

🔄UPDATES

• Campaign Management – Creator and approver fields added to both Campaign List and Campaign Details
• Segment Designer – Refreshed layout with improved formatting, tooltips, and streamlined filters.
• Segment Designer  – Updates to Demographics, Active Customers, and Genders by Age widgets improve data precision and usability.
• Segment Designer  – Leads hidden for a more focused customer analysis experience.

🔧 BUG FIXES

• Several minor bug fixes and stability improvements to enhance overall performance and user experience.

🚀 NEW FEATURES

• Updated Data Connector – Simplifies connectivity and enhances data integration between systems.
• Data Permissions – Manage data access within your team effectively. This feature ensures each team member sees only the data they need, improving privacy and boosting collaboration.

🔄UPDATES

• Customer List – New columns for distinguishing leads vs. customers and displaying customer registration dates.
• Customer List  – Enhanced file import functionality allows separate handling of leads and customers.
• Dashboard Refinements – Widgets like “Locations,” “Tenure,” and “Number of Customers” now include tooltips and error alerts for comprehensive analytics.
• Customer Profile Updates – Spending & income analytics block added for better insight into financial behavior.
• Filter Enhancements  – Dynamic filters updated for clarity with intuitive operators and better logic for date/time filtering.

🔧 BUG FIXES

• Several minor bug fixes and stability improvements to enhance overall performance and user experience.