Highlights

Create marketing journeys with new Task Dependency timer logic

Marketing admins can now string together tasks (emails or SMS) with a new dependency timer. This will enable you to build a journey solely based on when a prior task was sent. It removes the dependency on how long a user has been in a defined status.

Example: First-Time Home Buyer Journey

Open

In the Triggers section, the user can add a “Dependent Task” to a new Task.

Coming Soon

• Outlook Email Integration: Ability to sync your Outlook emails into Insellerate.

• Email- and SMS-Proposed Responses: System-generated proposed responses to emails or calls.

• Communication Activity: New section that will show all communication activity with the contact and allow for AI-generated reviews.

• AgentConnect: Ability to follow a realtor and be notified of their activity.

Other Updates/Enhancements

• Partner Bulk Upload: Added new logic so users will only see uploaded files per their view permissions.

• Data Table: Added line to show where user can expand/contract the column.

• Webhook Processing: Process improvements to improve processing speed.

• Activity Permissions: If a user does not have permission to view an activity, an error message will more clearly communicate the issue.

• Follow-ups: Resolved bug where a user was not seeing all follow-ups per their Team/Agent dropdown permissions.

• ICR Report: Process improvements to improve loading times for larger organizations.