Release Notes

• Added an Appointments workspace so teams can set up and manage call and campus visit bookings per school
• Added public booking pages and confirmations to make call and visit scheduling easier for students and families
• Added a calendar view of upcoming appointments so teams can track daily schedules at a glance
• Improved Conversations reply errors so staff now see clearer messages when a manual send fails
• Added an unread badge on Conversations in the sidebar that updates instantly as messages are read

• Improved the Conversations experience on mobile with easier access to assignment, tags, and quick actions
• Kept conversation timelines more reliable by preventing duplicate outgoing messages
• Included outgoing Facebook replies sent outside Jared so teams can see a fuller conversation history
• Improved how system activity appears in lead conversation history for clearer context

• Added a website chat widget for school websites
• Added self-serve website chat setup in Integrations
• Teams can now reply directly to website chats
• Added website chat views in Conversations and Analytics
• Improved inbox filters and conversation search experience
• Improved conversation actions for assignment and quick copy
• Added smoother loading states across CRM pages

• Added page-level owner settings for Facebook integrations so teams can assign a person in charge for each connected page
• Improved escalation handoffs so urgent conversations are routed to the assigned person in charge and tagged for follow-up
• Expanded user management in Settings so administrators can update teammate names, email addresses, and roles in one place
• Improved lead records by better handling incomplete contact details and showing unnamed leads more clearly in the CRM

• Expanded lead and conversation access so teams can work across all schools in their organization
• Added a collapsible sidebar and mobile navigation menu for easier movement across CRM pages
• Improved the Conversations workspace on smaller screens for smoother inbox review and replies
• Improved mobile usability across Leads, Analytics, Billing, and Settings pages
• Improved login, password reset, and account invitation pages for easier mobile onboarding

• Allowed CRM staff to reply directly in conversation threads
• Added conversation assignment controls so teams can assign and unassign chats for human takeover
• AI now pauses automatic replies when a conversation is assigned to a staff member
• Added conversation activity logs for key actions like tag updates, assignee changes, and archive state changes
• Improved the Conversations page with faster thread updates, smoother sending flow, and better message display
• Improved lead capture handling so missing lead details can be collected and existing lead records can be updated more reliably

• Improved knowledgebase lookup
• Set up lead identity (parent/guardian or student)
• Allowed users to login via email
• Allowed users to change their password
• Improved analytics page

• Set up subscription plans
• Improved conversation management
• Improved lead save flow
• Improved leads capture prompting
• Improved assignee filter
• Added field validations for lead updates
• Improved chat agent behavior
• Improved Facebook integration handling
• Added password reset functionality
• Added Terms and Conditions in account claiming page

First production release of Jared-as-a-service — an AI-powered customer service platform for partner schools of Bukas

• Leads management for schools and AI conversation monitoring
• Leads management with Kanban layout, bulk actions, and detail pages
• Tag management for conversations
• Chrome extension for capturing leads from partner websites behind CloudFlare
• Facebook Page integration with OAuth and webhook support