Optio Changelog

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

🔄UPDATES

• New SMS Channel integration – Added native support for the Azry SMS provider to extend external channel delivery.

🔧 BUG FIXES

• 5 fixes in Campaign Management Covering data visualization and outbound wave creation issues.
• 4 fixes in UI & Navigation spanning campaign lists, reference data, and template redirections for smoother operation.
• 1 fix related to Security & Permissions. Resolved access inconsistencies to ensure proper role enforcement.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🔄UPDATES

• Multi-Industry Support – The platform now supports multiple industries, enabling more flexible configurations and smoother deployment across different business sectors.
• Optimized Campaign Execution Flow – Removed the legacy Pipelines module; all campaigns now run directly on the Workflow Engine for a more streamlined and reliable process.
• Health Checks – Added standardized health check endpoints to improve system monitoring and integrations.
• Campaign Overview Enhancements –The Customers list in campaigns now includes outbound call performance data at the individual level, providing a more complete view and better analytics.
• Updated Campaign Start Page – Regular outreach and trigger-based campaigns now launch from a single, consolidated start page for improved user experience.
• Expanded Location Data – Added region-level support to the location/branch system and improved internal handling of customer location data.
• Contact List Improvements – Contact Lists now support branch-based customer information, making it easier to build targeted groups.
• Unified Message Rendering – Message previews and “test send” in campaign editors now replicate the final output exactly, ensuring consistency across channels and reliable QA.

🔧 BUG FIXES

• Segment Management – Fixed errors related to large segment creation and customer count accuracy.
• Campaign Execution – Resolved issues with manual campaign completion and cancellation.
• Export Functionality – Corrected missing or mislabeled fields in exported files across various modules.
• Role Management – Fixed permission assignment issues and addressed minor UI glitches.
• Call Distribution – Resolved customer assignment issues in outbound call campaigns.
• Content Templates – Fixed dynamic variable errors in call campaign templates.
• Message Preview & Test Send – Ensured consistent rendering across editors and test sends to match final campaign output.
• Customer 360 – Fixed access errors when opening customer profiles via unique key.
• Workflow Conditions – Resolved logic issues in the Condition Split block.
• RabbitMQ Stability – Fixed reconnection issues to improve reliability in message processing.
• UI/UX Improvements – Implemented visual fixes across the platform, including Segment Designer, My Campaigns, Contact Lists, and Stop Lists for improved usability.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🚀 NEW FEATURES

• Individual Conversion Reporting – Introduced detailed, customer-level conversion reporting within campaigns. Users can now analyze which specific customers converted and what products they purchased.
• Aggregated Conversion Overview – Added an aggregated conversion report at the campaign level, providing breakdowns of key statistics—such as quantities, sales volumes, unique customer counts, and product types

🔄UPDATES

• Role Permissions – Enhanced the role permission system with improved matrix controls
• Campaign Goal Configuration – Improved UX within the product filter block to help reduce configuration errors during goal setup.
• Content Template Navigation – Improved UX/UI to make template management faster and more intuitive.
• SMS Preview Rendering – Aligned the “message preview” component to reflect exactly how the text will appear on customers’ devices, ensuring better QA before sending.
• Test Send Accuracy – Updated the ‘Test Send’ function to provide more reliable pre-send validation.

🔧 BUG FIXES

• Campaign Tracking & Delivery – Fixed link click counting issues and resolved case sensitivity problems in the link shortening process.
• SMS Preview & Test Send Consistency – Addressed multiple bugs to ensure that SMS previews and Test Sends function consistently with live campaign behavior.
• Role Management – Fixed issues related to new role creation.
• UX/UI – Implemented minor UI and UX updates for improved usability.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🚀 NEW FEATURES

• Approval Workflow for Role Creation – Introduced an approval process for creating new roles, strengthening security governance and permission control.
• Integration with New SMS Provider – Enabled support for a new SMS sending service, expanding messaging capabilities and improving delivery reliability.
• Granular Permissions per Object Type – Added the ability to configure available permissions based on reference data object types for more precise access control.
• Event Generator – Launched new functionality for defining and managing custom system events, supporting more advanced automation workflows.

🔄UPDATES

• Customer 360 Privacy – Updated privacy settings to hide all financial information for staff members, enhancing internal data protection.
• SMS Status Update Timing – Adjusted timing parameters for SMS status updates to improve reporting accuracy and reliability.
• Role Permissions Interface – Redesigned the UI/UX for managing role permissions, delivering a more intuitive and efficient user experience.
• Shorter Data Sync Periods – Added support for more frequent data synchronization to ensure fresher and more accurate data.
• Campaign Target Export Restrictions – Limited exportable fields and applied updated permission settings to strengthen data security.
• Sensitive Data Permissions in Segment Designer – Introduced new permission controls to restrict access to sensitive customer data within segments.
• Repeated Customer Processing in Workflows – Enhanced the workflow engine to allow the same customer to be processed multiple times in a single execution.

🔧 BUG FIXES

• Segment Designer – Improved stability with 3 key fixes
• Reference Data – Enhanced reliability with 4 updates
• Campaigns & Analytics – Resolved 4 issues to improve accuracy and display
• Customer Management – Fixed 2 issues for smoother user experience
• System Functions – Addressed 3 problems for better performance
• Conversion Tracking – 1 update to improve tracking accuracy

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🚀 NEW FEATURES

• New Configuration Tool for Digital Banner delivery: Introduced dedicated functionality for adding new digital channels and zones under each channel for banner placement, allowing more flexibility on clients side for adapting Optio to its needs.
• Content Management – Digital Banners: Added comprehensive tools for creating, managing, and organizing digital banner content.
• Personalized Digital Banners: Launched new capability to create and deliver targeted and personalized digital banners, enhancing customer engagement opportunities

🔄UPDATES

• Conversion Tracking: Modified to show cumulative clicks per URL rather than unique clicks for more comprehensive analytics.
• SMS Enhancements: Added Unicode/ASCII SMS flag in the sending process for better character support and delivery reporting.
• Health Check Endpoints: Added health check endpoints to new services for improved monitoring and reliability.
• Security Enhancement: Removed ENV variables endpoint from external services to strengthen security posture.
• Customer Object Refactoring: Optimized customer data structure for improved performance and scalability.
• Segment Designer – Predictions: Added Include/Exclude filtering options in Predictions module for more precise segmentation.
• Separate Permission for Export to Meta: Added granular control for Meta data export permissions.

🔧 BUG FIXES

• 4 fixes in Audit Logs: Resolved “Export Customer List” issue, corrected “Login” and “Logout” tracking problems, addressed duplicate logging entries.
• 3 fixes in Campaign Management: Fixed inaccuracies in campaign overview, resolved discrepancies between Customer List and Segment Designer, fixed Segment Designer label filtering functionality.
• 1 fix in Customer List: Personal ID filter now working correctly after fixing search functionality issues.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🔧 BUG FIXES

• This release concentrates on behind-the-scenes improvements, resolving known issues and optimizing performance without introducing new features.

🚀 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.