VXT Changelog

Integrations

• MyCase
  • Default cases
    • Contacts now have default cases. You can choose a default case for a contact from the Phone page. When you save a call with a contact to a case in MyCase you are updating their default case. If a contact has a default case, that case will be automatically selected at the end of each call (you no longer have to search for a case every time you finish a call).
    • If a contact has a default case, SMS will be automatically associated to the case as a note.
• Clio
  • Launched Canada region
    • You can now use the VXT integration with your Canadian Clio account.

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Control

• Restrict exporting contacts
  • Users must have the "Manage team contacts" permission to export contacts from VXT.
• Restrict authentication method
  • Admins can specify allowed authentication methods for new users. Some customers require the use of MFA for security purposes. Now administrators can prevent new users from joining their team with authentication methods that don't support MFA.

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Call flows

• Call flow edit history
  • You can now see a preview of every past version of a call flow, and see who saved that version. That way if something goes wrong, you can quickly identify who and how.

Integrations

• Entire OnHire
  • Our new Entire OnHire integration is live! Sync your contacts into VXT, and save your notes and important details about your calls to Entire OnHire.

Hold music

• Your team can now choose custom hold music or messages that will play when you have put someone on hold during a call.
• Find the new setting under Admin → Configuration → Calls → Hold music

Analytics emails

• Receive automated email reports of your teams analytics by turning it on under Admin → Configuration → Calls → Analytics report emails.
• Each report includes a table showing the users who place or answered the most and fewest calls since the last report, as well as an attached CSV of all call and SMS records since the last report.
• You can configure who receives the email reports and the frequency that these are sent.

Bugs

• This update included fixes to a variety of small bugs. Bugs relating to draft messages sticking around when they shouldn’t have now been fixed.

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Integrations

• Lead Docket
  • Our new Lead Docket integration is live! Sync your leads into VXT and auto-save all of the important details from your calls to Lead Docket.
• MyCase
  • We have transformed the MyCase integration with an improved design and made it easier to find the right case when saving your calls.

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Do not disturb

• Show Do Not Disturb end time
  • If you hover over a team mate's status indicator and they have Do Not Disturb turned on, we’ll let you know when it is scheduled to turn off.

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SMS & Messages

• Click to send an SMS from the “Start a call…” dialing bar at the top of the desktop app
  • The SMS button is only shown if you can send SMS to that number. To send SMS you need an SMS enabled number and they need one too!
• Preview your draft messages
  • Previously if you started drafting a message and left it for later, you would see a "New message" button at the top of your call and message history in VXT. Now you can see who the message was for and a preview of what you were writing!
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Navigation

• The Inbox page has been renamed to Phone

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Bugs

• Released fixes to a variety of small bugs

Transcriptions

• Free transcriptions
  • As of 1st February AI phone call transcripts and summaries are FREE! Previously we charged $0.2 NZD per minute to transcribe and summarize your recorded calls.
• More languages
  • You can transcribe and summarize your call recordings in 65 more languages. You can now choose to transcribe your calls from any of over 100 languages.

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Integrations

• Actionstep:
  • Default matters
    • Contacts now have default matters. You can choose a default matter for a contact from the Phone page. When you save a call with a contact to a matter in Actionstep you are updating their default matter. If a contact has a default matter, that matter will be automatically selected at the end of each call (you no longer have to search for a matter every time you finish a call).
    • If a contact has a default matter, voicemail and SMS will auto-save to the matter as a file note.
• Smokeball:
  • Default matters
    • Contacts now have default matters. You can choose a default matter for a contact from the Phone page. When you save a call with a contact to a matter in Smokeball you are updating their default matter. If a contact has a default matter, that matter will be automatically selected at the end of each call (you no longer have to search for a matter every time you finish a call).
    • If a contact has a default matter, voicemail and SMS will auto-save to the matter.
• HubSpot:
  • Added SMS syncing.
• LEAP:
  • Improved timezone specification.

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Call flows

• Play tone
  • This is a new advanced call flow action.
  • Play tone is useful if you receive calls from automated services that require you to press a specific digit when you receive a call e.g. receiving a call from a prison.
  • To use Play tone open the Call Flow Builder, click Advanced then Play tone.

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Other

• This update included many other improvements to user experience and reliability.

• We've made some behind the scenes changes to improve performance and responsiveness when placing and answering calls.
• A call to someone using Do Not Disturb will now always skip them in ring nodes in call flows so that we reduce the amount of time the caller is waiting.
• Bullhorn:
  • Expanded company search to handle multi word searches
• Smokeball:
  • We now always save calls to Smokeball as completed tasks
  • Added the ability to save calls into Smokeball against leads in addition matters
  • We no longer save audio recordings to Smokeball due to their file size limits
  • You can now create Smokeball contacts when saving a call to Smokeball in VXT

• We’ve increased the limit of contacts that can be shown in the dialler
• You won't need to confirm notes discard when notes field is empty
  • We’re saving you time, every step of the way
• Filter your billing usage records for international calls by tier
  • This helps you to understand where the largest international calling charges are coming from
• We now show deleted members in members admin so you can better understand your team’s history

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• International calling to high-cost destinations.
  • To support calls to higher-cost countries we have introduced a tiered pricing system for international calls, which we announced here. ‍
• Conference calls going to voicemail.
  • If you add someone to a conference call but they don't answer, you are now able to leave a voicemail for them.
• Caller ID bulk additions.
  • ‍If you have a large list of caller ID's you want to use in a Caller ID node in a call flow, you can now paste them as a comma separated list of phone numbers.

• Transcriptions of calls can now be requested from the Records page
• Only international (outbound) calls will be displayed in the Admin → Billing → Usage tab under the International outbound selector, instead of showing all outbound calls.
• Filevine contact URLs have been fixed.

• Profile pictures
  • Users can now upload profile pictures to VXT so their team mates can more easily differentiate them
• Improvements to the Bullhorn integration
  • Sync leads
  • Save calls to leads
  • Save calls to placements
• Updated the Billing page
  • See all of your invoices in a table
  • Review all Usage charges and attribute them to specific calls, messages and the associated users
  • Made it easier to manage your Usage bundles
  • Made it easier to update your billing email and card details
• New Compliance page
  • Manage your regulatory compliance documents like proof of address, business details and authorized representatives on one page
• Updated Call flow builder & switcher
  • Grouping related Call flow builder actions by colour
  • Allowing users to create and edit call flows from the active call flow switcher
  • Switching your active call flow is now much more intuitive
• Updated Team settings
  • Team settings has been renamed to Configuration
  • Settings on the Configuration page are now grouped into sub pages
• Calls
  • During a call if a contact has an associated company, display the company name next to the contact name
• Various bug fixes

• Show client names in matter search results for legal integrations. Where supported by our legal integrations we now display client names on matters in matter search results.
• Shareable links for text messages with attachments. When we save MMS to integrations they'll now include a link so you can find the MMS and the attached files in VXT more easily.
• Summaries in integration notes. AI call summaries will be included in the notes you save to integrations when you save your call.
• Proration emails. Next time you receive an invoice for adding a user or number, OR a credit for removing a user or number we'll send you additional details so it's easier to understand what has happened.‍
• Smokeball integration.
  • Sync companies.
  • Save calls as completed tasks, files or memos.
• Leap integration.
  • If you save notes from a call using the LEAP integration and come back to VXT to change them later, we'll update the existing note in LEAP.‍
• Email notifications for mentions. When you mention a colleague in your notes, they will receive an email in addition to the message in Team.‍
• Audio input and output selector. You can now select the audio input and output you want VXT to use from within the app. ‍
• New integration with Recruit Wizard.

• Various improvements to account creation and sign-in
• Filter your Inbox to unread messages only
• Improved the visual design of the Actionstep integration
• Released a universal build for Intel Mac and Apple Silicon Mac computers
• The Call flow builder is no longer available via Phone settings
  • The Call flow builder can still be accessed by users with the Manage call flows permission via the Admin page.

New Features

• VXT now automatically summarizes your recorded calls when they are transcribed.
  • You can configure the prompt our AI uses to summarize your calls in Admin -> Team settings -> Summarization prompt
• Multimedia in Team
  • Send and receive files as attachments to messages in Team
• Receive MMS
  • If you have SMS enabled numbers in VXT you can now receive MMS messages including images
• TargetRecruit integration
• Automatically syncing SMS to the Karbon integration

Fixes

• Resolve incorrect Records export duration

• Open desktop app automatically when starting computer
• Filevine integration - Initial launch supports contact syncing and saving call notes as project notes
• Configurable banners for VXT to communicate important information to users

• Bullhorn
  • Sync candidates work phone
• MyCase
  • Round up time entry durations in 6-minute increments
  • No longer show time entries for unanswered calls
• LEAP
  • Time entry descriptions no longer use call notes, and is now a dedicated separate field
• Add inbound/outbound selection for analytics metrics
• Skip in-call and DNS users in ring node
• Call sound effects
• Silence calls without declining

Fixes

• Resolved error when opening analytics export
• Resolved flickering in inbound mini calls
• Resolved call flow selection bugs after using temporary flow

• Block SMS messages from blocked number
• Save SMS as client notes with MyCase
• Updated the Vincere notify feature to mentions
• Add user indicator to messages on shared phones
• Filter analytics by user group
• Ability to download recordings from records

Fixes

• Various bug fixes
• Fixed broken call routing for some users

• Symbio numbers can be created in the VXT web app
• Allow internal admin to view total calls
• Show relevantcompany in recruitment integrations contacts
• Introduced mentions to VXT Team Chat

Fixes

• Fixed phone selector state not cleared after discarding
• Fixed contact syncing bug
• Various bug fixes

• Improvements to the Vincere integration on mobile
• Phone and member counts in the admin panel
• Call logic UI improvements

New Features

• Loxo mobile integration added
• Ability to sort regions alphabetically
• Advanced analytics in internal admin

This update is a complete rebuild of the VXT platform! Allowing for greater efficiency, scale and speed.

• Brand new updated UI
• Major upgrades in call reliability
• Major upgrades in performance
• Major upgrades in ease of use (UX improvements)
• Users can now send and receive SMS messages
• Transcribe calls with up to 5 users
• VXT now supports blocking numbers

Improvements

• Do not disturb is now easier to use
• Separated internal and external communications for ease of use
• Analytics has been improved to make it easier to find and understand key metrics
• Reassign numbers from one user to another, and manage all of your unassigned numbers in the new