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Concours Pro Changelog – May 2025

Contents

Multiple Knowledge Bases in Conversation AI

Concours Pro’s Conversation AI now supports Multiple Knowledge Bases, allowing you to create distinct knowledge sources for each AI bot. This replaces the single shared knowledge base, offering greater flexibility.

Use Case: Assign Knowledge Bases A and B to one bot for specific training, while another bot uses Knowledge Base C for a different purpose, enabling tailored responses.

  • Access: Navigate to Settings > Knowledge Base to manage all knowledge bases.
  • Create: Click Create Knowledge Base, name it, and save. Up to 15 bases are supported.
  • Train: Add URLs and FAQs to train each base (file uploads coming soon).
  • Attach: In Conversation AI > YOUR-BOT > Bot Training, select up to 7 knowledge bases via the dropdown.
  • Manage: View assigned bases as tabs in bot training or create new ones on the fly.

Note: The default knowledge base cannot be deleted as it’s used by workflow bots.

Bulk Action Campaigns Now Visible in Email Marketing

Campaigns created via Bulk Actions now appear in Marketing > Emails > Campaigns, ensuring a unified view with consistent statistics and list displays.

  • Benefits: Centralized campaign tracking, consistent reporting, and enhanced transparency.
  • How to Check: Create a campaign in Contacts, then view it in Marketing > Emails > Campaigns. Click the three-dot menu for stats.

Streamlined Affiliate Profile Editing

The Affiliate Manager now features an improved edit flow for affiliate profiles, making updates faster and more intuitive.

  • New Tabs: Basic Info (email, names, company), Details (website, phone, address, tax forms), Socials (social media handles).
  • Quick Actions: Add/remove from campaigns, suspend, delete, or add manual sales directly from the profile.
  • How to Use: Go to Marketing > Affiliate Manager > Affiliate, click an affiliate, and use the Edit icon or three-dot menu.

Reschedule Filter for Appointments

Track rescheduled appointments with new filters and charts in Calendars and Reporting for better scheduling insights.

  • Features: Rescheduled filter in dashboard widgets, new rescheduled status columns in Granular Insights and table widgets, and a Top 5 Calendars with Reschedules chart.
  • How to Use: In Reporting > Appointment Reporting, view the new chart. For dashboards, edit widgets in Conditions to apply the filter.

Documents & Contracts Improvements

Our Proposals and Estimates feature has been renamed to : Documents and Contracts.

You can now clone documents directly in Documents and Contracts, simplifying the creation of duplicates without converting to templates.

  • How to Use: Go to Payments > Documents and Contracts > All Documents and Contracts, click the 3-dot-menu next to a document, and select Clone. A new document titled “Document Name Copy” is created.
  • Benefit: Streamlines repetitive document creation with minor tweaks.

Rearrange Email Elements with Arrow Controls

Concours Pro’s Email Builder now includes arrow controls to move elements and layouts, replacing manual drag-and-drop.

  • Benefits: Faster, more intuitive design adjustments.
  • How to Use: Open an email template or campaign, hover over an element/layout, and click up/down arrows to reposition.

Activity Section Upgrade

The Contacts > Activity section has been revamped with a cleaner interface and faster performance.

  • Features: New event icons, date groupings (e.g., “Today”), clickable event cards with links, optimized database for quicker loads, and responsive design.
  • Benefits: Faster navigation, reduced clutter, and improved productivity.

Introducing New Templates

Concours Pro’s Template Library has expanded with new templates to streamline your marketing efforts, fully customizable for professional results.

  • Website Templates: Automotive (4), Health & Wellness (2), Home Services (4), Medical (2), Beauty & Fashion (2), Business, Coaching & Consulting (2), Creative (2), Financial (1), Restaurant & Bar (1), Travel & Hospitality (1), Legal (1), Marketing Agency (1), Real Estate (1), Other (1).
  • Funnel Templates: Home Services (1), Insurance (1).
  • Email Templates: Automotive (1), Beauty & Fashion (1), Restaurant & Bar (1), Travel & Hospitality (1), Medical (1), Real Estate (1).
  • Form Templates: Creative (1), Financial (1), Beauty & Fashion (1), Business, Coaching & Consulting (1), Automotive (1), Travel & Hospitality (1).
  • Survey Templates: Marketing Agency (1), Medical (1), Insurance (1), Legal (1), Health & Wellness (1), Home Services (1).
  • Social Templates: Travel & Hospitality (2), Automotive (2), Home Services (2), Beauty & Fashion (2), Medical (2), Real Estate (2), Other (2), Holidays (2), Insurance (2), Legal (2), Marketing Agency (2), Creative (2), Financial (2), Health & Wellness (2).
  • Quiz Templates: Business, Coaching & Consulting (1), Medical (1), Legal (1), Creative (1), Beauty & Fashion (1), Health & Wellness (1).

Template Library in Blog

The Blog Editor now includes a Template Library for faster blog creation with pre-built structures.

  • Benefits: Saves time and offers diverse blog types.
  • How to Use: Go to Sites > Blogs, click Create Blog > Create Blog from Template, browse, and select a template to edit.

Reconnect Button in Calendar Connections

A new Reconnect button simplifies fixing broken calendar or video conferencing integrations without resetting settings.

  • Features: Retains linked calendars, conflict calendars, and video conferencing settings. Only the original account can reconnect for security.
  • Benefit: Faster, more intuitive reconnection process.

Skool Importer for Communities

The Skool Importer simplifies migrating communities created in the Skool platform to Concours Pro’s Communities platform.

  • How to Use: Enter Skool group details, import members via CSV (complete missing emails), and import posts. View real-time import stats.
  • Benefits: Easy onboarding and seamless post migration.

Dynamic Pricing on Orders API

The Orders API now supports dynamic pricing, allowing price overrides for products during checkout.

  • Example: A $100 service can be increased to $130 for a premium option. Applies to one-time products and setup fees.
  • Availability: Currently for Calendars and POS, with plans for expansion.

Opportunity Notes

Opportunities now supports dedicated notes, separate from Contacts, for clearer organization.

  • Features: Create entity-specific notes, associate with Opportunities or Contacts, and use smart filtering.
  • How to Use: Go to Opportunities, select an opportunity, Go to Notes, and add your note.

Wizard for First-Time Review Setup

The Reputation Management module now includes a Review Setup Wizard to guide new users through setup.

  • Steps: Connect Google Business Profile/Facebook, set up a review link, send a request, configure Reviews AI, create a widget, and connect more platforms.
  • Access: Found in Reputation > Overview. Disappears after completion.

Google Login

Users can now use Google Login for faster, secure access to accounts.

  • User Flow: Click Sign in with Google on the login page, allow pop-ups (refresh to see pop up), and authenticate. The users Google account must share the email address with an existing Concours Pro account to gain access.

Improved Speed in Downloading PDFs

Downloading PDFs for Invoices and Receipts is now faster, taking around 4 seconds in most cases.

  • Previous Issue: Downloads took 15-19 seconds.
  • How to Use: Click Download PDF in an invoice or receipt.

Descriptions in Mobile View

Product descriptions in Estimates and Invoices are now visible in mobile view, matching web view.

  • How to Use: Add a product with a description to an estimate or invoice and view it on mobile.
  • Benefit: Ensures consistency across devices.

Invoice Prefix Modification

Customize invoice prefixes in Invoicing to align with your business conventions.

  • How to Use: Go to Payments > Settings > Receipts, change the prefix, and save.
  • Benefit: Greater customization for professional invoicing.

Optimisation of Bulk CSV Post

The Social Media Scheduler now supports optimized CSV bulk imports for smoother processing.

  • Features: Supports CSV/XLSX with multiple date formats. Processes up to 90 posts with videos in seconds.
  • How to Use: In Marketing > Social Planner, click New Post (Top Right) then Upload from CSV, upload your file, and review posts.

Smoother Review Management

Reputation Management has been enhanced for more efficient review handling.

  • Real-Time Notifications: Get alerts for new reviews across all platforms.
  • Custom Integration Links: Submit platform integration requests in Reputation > Settings > Integrations.
  • Improved Contact Search: Search contacts by email/phone in Reputation > Requests.
  • Custom Fields in SMS: Add custom fields to SMS review requests.
  • Override Links: Customize review links in workflows for SMS or email.

Connect Multiple Calendar Accounts

Calendars now supports multiple Outlook or iCloud accounts per account, matching Google Calendar functionality.

  • Features: Connect multiple accounts for availability checks and sync across accounts.
  • Note: Video conferencing integrations remain one per user per account.

Calendar Disconnection Notifications

Get alerts for disconnected calendar or video conferencing integrations via email, in-app, or SMS.

  • Manage Preferences: In Settings > My Profile > Notifications > Calendar Notifications, enable/disable notifications.
  • Note: SMS requires a configured phone number. Alerts are user-specific.

Add Expiry to Documents

Proposals and Estimates now supports document expiry to enforce deadlines.

  • Features: Set expiry globally or per document, with automatic expiry handling and optional reminders.
  • How to Use: Enable expiry in Payments > Documents & Contracts > All Documents & Contracts. Edit your Document, Go to the 3-dot menu and set days, and customize reminders.

Checkbox Displacement Fix

Checkboxes in Proposals and Estimates now stay aligned with parent elements, fixing displacement issues.

  • How to Use: Place checkboxes on elements like tables or images; they move with the element during page breaks.
  • Benefit: Improved document reliability.

Quantity Selector & Cart Drawer Enhancement

Ecommerce System now includes an improved quantity selector and cart drawer delete option.

  • Features: Plus/minus selector with customizable labels, real-time stock alerts, and delete icon in cart.
  • Inventory Logic: Caps quantities at stock levels, disables invalid inputs.

Suspend Affiliates

Suspend affiliates from specific campaigns in Affiliate Manager to control tracking and access.

  • How to Use: In Marketing > Affiliate Manager > Affiliate, click the three-dot menu, select Campaign Actions > Suspend Affiliate, and choose the campaign.
  • Note: Suspended affiliates cannot access links or earn commissions.

Customer Login for Ecommerce Stores

Ecommerce System now supports a Customer Login Portal for seamless order access.

  • Features: Toggleable login button in navigation, customizable dropdown menu with Orders and Logout options.
  • How to Enable: In Sites > Stores > Store Builder > Navigation Menu > General Settings > Customer Login, enable the toggle.

Event-Specific Webhook Endpoints

App developers can now configure custom webhook endpoints for specific events in the App Marketplace.

  • Benefit: Prioritizes real-time events for high-priority queues.
  • Access: Available via app developer settings.

Multiple Meeting Locations with Custom Forms

Calendars now supports multiple meeting locations with custom forms for flexible booking options.

  • Options: Custom addresses, “Ask the Booker,” or standard choices like Zoom or Google Meet.
  • How to Use: In Calendar Settings, add locations under Meeting Location or Team Members.

Conversation AI on Mobile

Conversation AI is now available on the mobile app for smarter conversations on the go.

  • Modes: Autopilot for automatic replies or Suggestive for reply suggestions.
  • How to Use: Set up on desktop, then manage settings via the mobile app’s conversation menu.

Brand Voice in Brand Boards

Brand Boards now include a Brand Voice section for consistent communication tone in Content AI.

  • How to Use: Go to Marketing > Brand Boards > Brand Voice > Add Brand Voice, set tone/values, and apply in Content AI.
  • Benefit: Ensures brand-aligned AI-generated content.

Import Transactions & Orders via CSV

Import historical orders and transactions into Payments using CSV files for seamless migration.

  • Features: Creates transaction/order records, updates revenue dashboards, and supports customer details.
  • Access: Go to Payments > Orders or Transactions. Click Import as CSV.

Campaign Statistics Improvements

Email Marketing now features enhanced campaign statistics for better insights.

  • Updates: New Overall Summary, accurate Engagement Analysis over 90 days, Conversions Over Time graph, and corrected SMTP metrics.
  • How to Check: Go to Marketing > Emails > Statistics.

Autosave Enhancement for Funnels & Websites

Funnels and Websites now feature improved autosave with faster performance and better UI.

  • Improvements: 50% faster saves, aligned Versions page, no unnecessary saves, and fixed version deletion errors.

Build Recipient Segments in Email Campaigns

Create complex recipient lists directly in Email Campaigns without pre-creating Smart Lists.

  • How to Use: In Email Editor, go to Send or Schedule > Recipient > Build Segments, and add conditions using tags or contacts.
  • Benefits: Faster, flexible targeting in one place.

Custom Webhook Security Enhancements

Custom Webhook actions now feature masked secret keys for improved security.

  • Features: Securely stored credentials, user-friendly management, and restricted editing/deletion to agency admins or key creators.
  • How to Use: In Automations > Custom Webhook, configure authentication types.

Better Orientation & Dimensions in Media Storage

Media Storage now displays image orientation and dimensions for faster selection.

  • Features: Orientation badges in grid view and pixel dimensions in list view.
  • Note: Older images may not show dimensions initially.

The Add to Google Ads action in Workflows now support currency and conversion value fields.

  • Features: Customizable currency (default USD) and conversion value (default 1) for precise tracking.
  • How to Use: Configure in the automation action Add to Google Ads.

Reviews AI Agents

Reputation Management introduces Reviews AI Agents for personalized, on-brand review responses.

  • Features: Create multiple AI agents with unique tones, assign based on sentiment, detect languages, use templates, and select Google Business Profile pages.
  • Access: Go to Reputation > Settings > Reviews AI. Click Create Agent.

Custom Email Templates for Certificates

Send manual certificates with custom email templates in Online Courses.

  • Features: Select templates, customize subjects, or use the default from Client Portal.
  • How to Use: Configure during the manual certificate sending process.

Internal Chat for Team Collaboration

Conversations now includes Internal Chat for private team communication.

  • Features: Start chats, add users, set subjects, and send messages/attachments. New users can optionally see past messages.

Dedicated Domain Header Fallback

Email Communications now applies dedicated headers only when DMARC fails or no custom header is provided.

  • Benefit: Improved email deliverability and flexibility.
  • Access: Configured automatically in Email Settings.

Affiliate Portal Settings

Affiliate Manager now includes a Settings page for managing portal preferences.

  • Features: Prompt affiliates for tax forms/payout methods, mask referral emails, and configure payout options.
  • How to Use: Go to Marketing > Affiliate Manager > Settings > Affiliate Portal Settings.

Subscription Payment Failure Invoices

Configure whether to create and send invoices for failed subscription payments in Payments.

  • Options: Enable/disable invoice creation and choose email/SMS delivery.
  • Access: Go to Payments > Settings > Subscriptions.

Social Media Scheduler now includes a Link Shortener for creating manageable URLs.

  • How to Use: In Marketing > Social Planner > Create Post, click the shortener icon, add link details, and publish.
  • Note: Uses branded domains or defaults to LeadConnector.

Move Customers Between Affiliates

Reassign customers between affiliates within the same campaign in Affiliate Manager.

  • How to Use: In Affiliate Profile > Customers, click the three-dot menu, select Move Customer, and choose the destination affiliate.
  • Option: Transfer unpaid commissions.

Action & Trigger Name Character Limit

Workflows now support action and trigger names up to 100 characters, up from 55.

  • Benefit: More descriptive naming for better organization.
  • Access: Available in Automations > Workflows.

Transparency on App Permissions

App Marketplace now displays app permissions during installation for informed user decisions.

  • Features: Shows permissions on the OAuth page, with warnings for sensitive access.
  • Benefit: Enhances security and transparency.

Customizable Ecommerce Notification Emails

Ecommerce System now allows customization of notification email templates.

  • Types: Order Confirmation, Order Fulfilment, and Abandoned Cart.
  • How to Use: Go to Payments > Settings > Notifications, select/edit templates, and save.

Abandoned Cart Reminders Customization

Ecommerce System enhances Abandoned Cart Reminders with flexible controls.

  • Features: Enable/disable toggle, template selection, custom subject lines, and adjustable timing.
  • How to Use: Go to Payments > Settings > Notifications > Abandoned Cart.

App Marketplace search now matches app names, descriptions, and module names.

  • Features: App Contains filter for modules like Workflow Actions.
  • Benefit: Improved app discoverability.

A2P Registration Identity Verification

Phone Communications now requires identity verification for all Sole Proprietor A2P registrations for USA phone numbers and some standard registrations.

  • Process: Complete a selfie and ID upload during registration.
  • Benefit: Enhances security and compliance.

Record Backdated Transactions

Invoicing now allows adding dates to manual payment records for better bookkeeping.

  • How to Use: In an invoice, add a payment date when recording a payment.
  • Benefit: Improved accounting accuracy.

Create Draft Estimates in Workflows

Workflows now support saving estimates as drafts for internal review.

  • Options: Send immediately or save as draft in Send Estimates action.
  • How to Use: In Automation > Workflows, Edit your workflow, add a Send Estimates action, then select Create in Draft from the dropdown.

Blog Post Style Customizations

Blog Editor now offers style customizations for cover images and author sections.

  • Features: Adjust widget/height of cover images, enable/disable images/author sections, and style fonts/colors.
  • How to Use: Go to Sites > Blogs > Blog Name > Blog Post > Style.

Upgraded Blog RSS UI

The Blog Editor RSS settings page now features a structured UI for managing feeds.

  • Features: Add/edit RSS feeds, set post limits, and enable/disable full content.
  • How to Use: Go to Sites > Blogs > Settings (Gear Icon) > RSS.

View Form Submissions in Appointment Modal

Calendars now displays custom form submissions in the Appointment Modal.

  • Features: Access submissions via a Forms tab in Contacts, Conversations, or Calendars.
  • Note: Applies to new appointments only.

Visibility Section for Email Layouts

Email Builder now allows hiding entire layouts on desktop or mobile.

  • How to Use: In an email template, hover over a layout and toggle visibility via desktop/mobile icons or the Visibility tab.
  • Benefit: Streamlined device-specific design.

New Operators in If/Else

Workflows now includes Is any of and Is none of operators for text fields in If/Else actions.

  • How to Use: Add multiple values with commas in Automations > Workflows.
  • Benefit: More flexible automation logic.

Disable Call Recording Message

The call recording message in Phone Communications can now be disabled for incoming and outgoing calls.

  • How to Use: Configure in Settings > Phone Numbers > Manage Numbers. Click Edit Configuration via the 3-dot menu next to your number. Tick the Play Call recording Message box to enable the message.
  • Note: Check local regulations before disabling.

Instagram Collaborator Posts

Social Media Scheduler now supports Instagram Collaborator Posts for feeds or reels.

  • How to Use: In Marketing > Social Planner, add content and enter a collaborator’s Instagram username.
  • Benefit: Boosts reach and engagement.

Voice AI Data in Workflows

Voice AI data, like call duration and transcripts, can now be accessed in Workflows.

  • How to Use: Enable Voice AI Agents in Settings > AI Employee, configure agents, and access variables in Workflows > Voice AI Menu.

Email System Enhancements

Email Communications includes fixes and new features for better performance.

  • Gmail Reply Threading: Improved handling for consistent conversation views.
  • Dedicated IP Visibility: View/update IPs in the UI.

Auto-Save for Content Creation

Funnels, Websites, Blogs, Webinars, and Ecommerce now feature auto-save with version history.

  • Features: Real-time saves, up to 50 versions, and crash protection.

Thumbnails for Course Assessments

Online Courses now supports thumbnails for quizzes and assignments.

  • Benefits: Improved organization and cohesive design.
  • How to Use: Add thumbnails in Memberships > Courses > Products > Your-Course > Quizzes/Assignments.

Transcription for IVR Calls

Phone Communications now transcribes IVR/workflow calls, in addition to regular calls.

  • How to Enable: Go to Settings > Phone Numbers > Advanced Settings > Number Intelligence.
  • Note: Calls must be recorded.

Countdown Timer Integration

Countdown Timer now integrates with Funnels and Websites for dynamic urgency.

  • Types: Fixed, recurring, or dynamic timers.
  • How to Use: Create in Marketing > Countdown Timer, then add via Page Builder.

Closed Captions & Subtitle Support

Online Courses now supports closed captions and subtitles for video content.

  • Features: Multi-language uploads and advanced subtitle editor.
  • Benefits: Enhances accessibility and engagement.
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