Product Updates & Releases
The Automatic enrollment tab is live — pick the tags, stages, contract stages, or contract milestones that should refer a contact to Utility Connect's concierge team, confirm once, and matching contacts are sent automatically.
Read more →Mark one of your inboxes as your Utility Connect intake inbox. Conversations there can be referred to Utility Connect sales with the inbound source channel.
Read more →Select contacts on any list, confirm once, and refer the whole batch to Utility Connect's concierge team — with an upfront eligibility check and a per-batch result summary.
Read more →Contacts referred to Utility Connect now show a Concierge status badge in the contact panel, and every referral event — enrollment, delivery, and each status change — is written to the activity timeline.
Read more →Pond rotations now respect their schedule and stay within your team, and repeated contact updates no longer produce duplicate notifications.
Read more →The Utility Connect tab's Overview now shows your referral funnel, source breakdown, agent leaderboard, and recent referrals, with clear data-freshness labelling.
Read more →Account owners and admins get a new Utility Connect tab in the sidebar to turn on the Concierge Service for their whole account, with enterprise-wide rollout and revenue-routing options.
Read more →Attaching a photo to a text used to fail with a generic "Internal Server Error" when the upload didn't complete. You now get a specific message, and the message is never left half-sent.
Read more →The "new email received" notification email stopped being sent in late June. It is delivering again — in-app and text alerts for the same event were never affected.
Read more →Accounts with very large Rollout backlogs no longer stall partway through the initial import — the sync now completes and resumes from where it left off.
Read more →
