5/8/24 Release
Recent visit history
Email and text template list view
List of minor enhancements pushed to production on demand
5/21/24 Release
GAIL, Generative AI by LULA integration
Recent visit history
The visit history icon located at the top right-hand corner allows you to easily pick up where you left off by accessing recently visited leads, customers, service requests, and pages.
Email and text template list view
You now have the option to view the email and text template libraries as a list view!
Minor enhancements pushed to production on demand:
Option to create AgencyHR account when adding a new team member
Previously, when adding a user in AgencyZoom, the user would automatically be added in AgencyHR. A checkbox has been added to make this optional.
Default auto expiration calculation
The expiration date will now automatically adjust based on your default auto policy term length (found in system settings). You no longer need to clear out the expiration date and tab over from the effective date to recalculate!
Lead & customer ID displayed
The AgencyZoom Internal ID is now shown on leads and customers. This is useful in the lead and customer import to batch update existing accounts!
Simplified the service dashboard
Cleaned up the dashboard header by removing redundant options
New icons to edit or delete existing custom service dashboards
GAIL, Generative AI by LULA Integration
This integration will enable GAIL to make outbound calls from assigned tasks in AgencyZoom. This works by creating Call Tasks and assigning them to the AgencyZoom account that you would like to use for the integration.
For more information on setting up the integration, please reference GAIL's support article here.
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