Changelog - January 19, 2026
🚀 Major Feature: Visitor Workflows
Visual Conversation Builder
🎨 Drag-and-Drop Workflow Editor
- Design complex conversation paths with a visual tree builder
- Configure exactly how visitors are routed based on their intent and data
- Define specific goals and data collection requirements for each step of the journey
🧠 Hybrid Classification Engine
- Logical Rules: Set deterministic "If/Then" conditions for precise control (e.g., "If Budget > $10k, route to Enterprise")
- AI Classification: Use natural language instructions to handle nuanced routing when strict rules aren't enough (e.g., "Route to Support if the user seems frustrated")
- Fallback Logic: Automatically default to AI classification if logical rules aren't met
⚡ Powerful Terminal Actions
- Trigger specific outcomes when a visitor reaches the end of a workflow track:
- Calendar Booking: Display availability from Calendly, Chili Piper, etc.
- Escalation: Alert a human agent to take over the chat immediately
- Link Redirect: Guide visitors to specific pages or resources
Read the Visitor Workflows Guide
🛠️ Agent Builder Redesign
We've reorganized the Agent Builder tabs to better match your workflow:
- Prompting: (Formerly "Instructions") Define your agent's core identity and goals.
- Data Capture: (Formerly "Form") moved up to sit directly below Prompting for easier access.
- Workflow: A brand new tab containing the Visual Workflow Builder (replacing the old "Routing Rules" section).
- Configuration: Consolidated settings for chat behavior, security, and visibility.
- Actions: Focused hub for integrations (CRM, Ads, Scheduling) and notifications.
🔌 New Integration: RB2B
👤 Visitor Identification
- Identify anonymous website visitors by IP address
- Reveal person-level data (Name, Job Title, LinkedIn) without requiring a form fill
- Automatically enrich conversations with visitor context for hyper-personalized engagement
📊 Knowledge Base Improvements
📥 Questions Export
- Export to CSV: You can now export all Q&A pairs from your knowledge base with a single click.
- Audit & Analysis: Easily review your agent's training data offline or share it with stakeholders.
🎯 Impact
For Users:
- Granular Control: Design exactly how conversations flow with visual tools.
- Higher Conversion: Route high-value visitors to the right outcome instantly.
- Better Data: Identify anonymous traffic and enrich leads automatically.
- Easier Management: A more intuitive builder layout saves time when configuring agents.
For Organizations:
- Scalable Processes: Standardize how different visitor segments are handled.
- Increased Pipeline: Capture more leads by identifying anonymous visitors.
- Improved Governance: Audit knowledge base content easily with CSV exports.
This release introduces foundational changes to how agents manage conversations, giving you the power to build sophisticated, high-converting experiences with ease.