What is new in the hub
Plain-English notes on what we have shipped to the Agentic Clarity hub — new platform features, AI improvements and the small changes that make the day-to-day easier. No hype, just what changed and why.
Conversation AI now answers from your approved price sheet
Conversation AI now grounds its replies in your approved services and price sheet, and hands any off-script question to your team instead of guessing.
- Answers drawn from your approved knowledge base and price sheet
- Off-script or pricing questions are routed to a person with the thread attached
- Brand voice and must-say / must-not-say notes respected in every reply
Unified inbox now threads email, SMS and WhatsApp together
Every message to a contact — email, SMS, WhatsApp and web chat — now sits in one thread against one contact, so the full history is in one place.
- One thread per contact across email, SMS, WhatsApp and web chat
- Replies keep the source channel, so you answer where the customer wrote
- Assignments and statuses carry across channels
Booking calendar now speaks to your pipelines
A booked appointment now moves the opportunity to the right pipeline stage automatically, so the diary and the pipeline stay in step.
- Booked appointments advance the matching pipeline stage
- No-shows and reschedules update the opportunity without a second entry
- UK bank holidays respected in the availability defaults
Voice AI hands off to your team when it matters
Voice AI now recognises when a call needs a human judgement — a complaint, a complex query, a hot lead — and hands the conversation to your team with the context attached.
- Human handoff for complaints, complex queries and ready-to-buy leads
- Call summary and transcript attached to the contact record
- Out-of-hours messages captured and queued for the morning
Reactivate workflows for past customers
A new reactivation workflow brings past customers back at the right moment — a service reminder, a check-in, a seasonal offer — instead of a generic blast.
- Targeted reminders based on the service a customer last had
- Replies come back to a thread the team can see, not a shared inbox
- Pause, edit or stop any step without touching the rest
Clearer boundaries for AI answers
We tightened the guardrails so the AI answers from your approved knowledge and says so plainly when it can't — rather than inventing a reply.
- Off-script queries go to your team instead of a guessed answer
- Every AI reply is logged against the contact for review
- Monthly prompt review keeps the guardrails in step with your offer
Want these working for you?
Book a 30-minute demo and we will show you how the latest hub features fit your business.
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