Changelog

Follow up on the latest improvements and updates.

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TimePad: Workspace Defaults
Admins can now set a default TimePad submission type for everyone in their workspace using Inbox and Pods - taking the guesswork out of logging work and keeping service patterns consistent across large service organizations.
These preferences apply to both Inbox and Pods users for complete customization.
This is especially handy for MSPs who share service insights with customers and want every technician standardizing with the same practices when adopting Inbox.
Plans & Licenses: Smarter Filters
Admins can now filter and sort by common customer and license options on the Plans and Licenses page, making it easier to manage which customers receive automations.
For example, you can quickly drill down to active customers with recurring agreements for applying Thread licenses.
Magic Recap: New trigger toggle
Admins can now choose to run Magic Recap when threads are first created, bringing back a hidden setting from the original Recap beta. Partners have used Recap in creative ways - summarizing long emails, kicking off workflows, and more - so this update gives them more flexibility while also reducing Support requests caused by hidden Recap activity.
Other updates
  • Assistive Support for Notes-First Threads
    : Threads that start with an internal note (instead of a customer message) can now be automated with any Assistive AI trigger.
Easier Plans & Licenses management
Admins can now search and sort the Plans & Licenses table, making it simple to organize end customers and apply the right licenses.
Bug fixes and improvements
  • Admins who click on the Status Mapping link from Triage Agent will correctly navigate into Admin > Status Automation page (instead of into Inbox).
Magic Recap: Easier Template Management & Testing ✨
Admins can now manage and test Magic Recap templates more easily from the redesigned Recap Settings page in Assistive AI:
  • Cleaner layout for creating and editing templates
  • Emulator now lets you toggle between templates when previewing
  • Search across all your threads by title or ID, so you can pick the right thread context to properly test each template
These updates make it faster and simpler to create and manage Magic Recap Templates! 🚀
Your new home for managing Agents
Admins can now manage all Agents from one streamlined
Manage your Magic Agents
page. This gives a clear view of what’s enabled, who it’s reaching, and provides quick tools to configure, test, and activate. It also
feels
premium (if we dare to say so).
Plans & Licenses: More scalable and intuitive
  • The Plans & Licenses page layout is now scalable to support new product licenses (👀 Voice beta add-ons, is that you?).
  • “Credit overages” is now Unlimited AI access with an informational tooltip to help partners better understand their entitlements.
⚙️ PSA Status Mapping: Now in Admin
We’ve moved PSA status mapping out of Inbox Preferences and into Admin, so it’s easier to find alongside your other automation settings.
Here’s what’s new:
  • New location: Admin > Status Automation
  • Same functionality: All your existing mappings and workflows work exactly as before.
This update keeps automation settings in one place, making it simpler to manage how threads move through your workflow.
PSA Status Mapping
📥 Import existing open tickets into Inbox
Admins can now bring open tickets from their PSA into Inbox during onboarding, so teams can hit the ground running.
Here’s what’s new:
  • Import by board: Choose which boards’ open tickets to include.
  • Import existing tickets: Select how far back to bring in active tickets (last 30, 60, or 90 days).
  • Always up to date: After onboarding, new tickets from all boards will sync to Inbox automatically (just like today). The import only adds existing open tickets from the boards you select.
Available for all new partners during workspace setup only, across all 3 PSAs.
This makes it easier for new users to start working in Inbox on Day 1, since any work already assigned to them will appear in "My Inbox".
Inbox-subzero
🏴‍☠️ Pirate Mode in Inbox
In honor of “Death to the Ticket,” we’re unleashing your inner buccaneer! All Inbox users can now slash tickets like a true pirate.
Just open a thread, type pirate in the composer, and play Thread’s swashbuckling take on Snake. Then brag about your highest score - yarrr, only the fiercest pirates will make the leaderboard! ☠️
Customize “(bot)” Display
Partners can now choose whether Messenger and AI bots show “(bot)” in their names - perfect for giving them clever names and delivering a more on-brand greeting to users.
Set this for all customers or tailor it for specific clients:
  • Global setting: Admin > Messenger > Design > Show “(bot)” in message replies
  • Per-client setting: Admin > Clients > {Customer Name} > Design > Show “(bot)” in message replies
Assistive AI automation upgrades
It's now easier for Admins to roll out Assistive AI automations at scale with more control and visibility, and makes onboarding for new partners faster and with fewer blocking needs.
  • Board exclusions
    : Admins can now exclude specific boards from running automations, helpful for keeping internal or alerting tickets untouched during rollout.
  • Exclude
    filtering
    : Admins can now exclude specific clients, boards, or sources. This is great for running automations on most, but not all, of your partner base.
  • Flows visible on Automation pages
    : Admins can now see from each Automation run condition page if Flows with automation actions are also running, making it easier to manage triggers and Flows from one place.
  • Triggers and Flows are independently
    : We removed logic that applied Trigger filters to Flows, avoiding unexpected behavior and reducing Support/Success escalations.
Auto-Categorization: Customize all category fields
Admins can now set descriptions for second- and third-level categories when customizing Auto-Categorization, which includes support for:
  • SubType and Item fields in ConnectWise, and
  • Sub Issue Type field in Autotask
This gives you full control over the entire category tree, so you can fine-tune prompting without cramming extra rules into the top-level field. One of our most requested features - big thanks to Partners for driving this forward.
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