Product Release Updates 2021-07

The following Items have gone out as part of a recent release:

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(1) Individual Agent Password Reset

This feature is only accessible by admins
If an agent has forgotten their password, an admin on that same console can generate a new password for them, and send the agent the password (either via MS Teams, SMS, Slack, etc...)

When sending a customer a form with bank account details, you can now differentiate between a business bank account vs. a normal bank account.

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The forward button has moved from the (+) button menu to the 3 dots next to a message in a given conversation
You can select 1 or multiple messages to forward over, and select the provider to forward the items to

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With our enhancements to checklists, more details can be added to a case
The two latest checklist items configurable are:
- E-Signatures - Configure an e-signature template and send it off to a customer for signing
- Text - Free-type a requirement/note
You can add any additional notes or attachments to any given checklist item as well using the 3 dots next to each checklist item

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Please check the '/docs' section (type this in after your console URL) for some additional APIs that have been added for B2B

The following items are on our radar of next items to work on:

Number of unread messages in the Nivo console to be visible in the tab heading
Checklist enhancements
- Actionable items after checklist completion - dropped into the console timeline
- Nivobot checklist item type
Define and be able to specify customer roles
Nivobot auto-case creation