Changelog

Follow up on the latest improvements and updates.

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Salesmsg's Calling AI Agent now inserts actions directly into your prompt, summarizes handoffs, tags callers by intent, and logs post-call notes. See what's new with Transferred, Resolved, and Abandoned KPIs.
Insert Actions Directly Into Your Agent Prompt
Add any actions like “Send SMS” right inside your agent instructions using a simple slash commands
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Let Your Agent Log Notes After Every Call
Have your calling agent add contact and conversation notes automatically once a call ends.
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Tag Callers Automatically Based on What They Say
Let your agent apply or remove contact tags the moment it detects a caller's intent.
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Get AI Summaries When Your Agent Hands Off a Call
See exactly why a call was transferred and a call outcome, without listening to the recording.
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Track Resolved, Transferred, and Abandoned Calls
See exactly how your calling agent is performing with three new outcome-based KPIs.
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Salesmsg's latest AI Agent updates let you escalate conversations to your team, add call transfer actions right in the prompt, and get instant AI-written summaries when a call hands off.
Escalate Conversations to Your Team When Your Texting Agent Hits Its Limit
Add a “Handoff to Human” action to your texting agent so conversations that need a person get escalated with full context, not dropped.
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Add Actions to Your Calling Agent Directly From the Prompt
Insert “Send SMS” and “Handoff” to Human actions right into your calling agent's prompt using a simple slash command.
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Get Notified the Moment Your Calling Agent Hands Off a Call
Keep your team in the loop with an automatic note and AI-written summary every time your calling agent transfers a call to a human.
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Track Resolved, Handed Off, and Abandoned Calls on Your Stats Dashboard
See exactly how your calling agent is performing with new Resolved, Handed Off, and Abandoned metrics on your stats page.
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Carry Call Context Into Your Texting Conversations
Pick up right where a call left off with AI-generated call summaries automatically added to your texting agent's context.
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Salesmsg now supports NPS surveys built directly into your conversations, with score-based follow-ups, on-demand sending, live analytics, and in-flight editing.
Send NPS Surveys From Your Conversations
Collect Net Promoter Score feedback straight from SMS, without adding a separate survey tool to your stack.
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Tailor Follow-Ups to Match Every NPS Score
Send a different closing message to promoters, passives, and detractors so every reply gets a response that fits.
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Send a Survey to Any Contact with One Click
Trigger an NPS survey for any contact directly from their contact card or an open conversation, no automation setup required.
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Track NPS Performance Without Leaving Salesmsg
See your NPS score, response breakdown, and reply trends the moment you open a survey.
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Edit Live Surveys Without Starting Over
Update your NPS survey at any point, even while it's active, without recreating it from scratch.
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Salesmsg August 2026 updates give your team five new capabilities: per-automation credit tracking, simultaneous incoming call handling, Unified Agent statistics, a self-serve 10DLC upgrade path, and unlimited trial member invitations.
Track Credit Spend by Workflow, Agent, and Broadcast
See exactly how many credits, messages, and calls each workflow, agent, and broadcast is using so you know where your spend is going.
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Handle Multiple Incoming Calls at Once
Manage overlapping calls with ease using a popup that lists every ringing caller instead of dropping them.
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Track Contact Progress with AI Agent Statistics
Monitor how contacts move through your AI Agent with a clear breakdown of in-progress, completed, skipped, and stopped conversations.
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Upgrade Your 10DLC Registration to Standard in a Few Clicks
Move from LVS to Standard 10DLC directly in Salesmsg without waiting on support or compliance teams.
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Invite Unlimited Members During Your Trial
Add as many team members as you need to your main inbox while on a trial, with no billing until you upgrade.
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Salesmsg Reviews helps you collect more customer feedback with a custom-branded review page. Capture every rating, route happy customers to public review platforms, send review requests straight from your conversations, and track clicks, ratings, and redirects in real time.
Create a Custom Review Page
Launch a branded review page that turns every customer interaction into five-star social proof for your business.
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Collect Every Review in One Place
Capture every rating and piece of feedback your customers submit, the good and the constructive, without missing a single one.
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Funnel Positive Reviewers to Public Platforms
Send your happiest customers straight to the spotlight so their praise reaches the platforms that grow your reputation.
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Send Custom Links and See Activity at a Glance
Request glowing reviews without ever leaving the conversation, then track exactly who's engaging with every link you send.
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Uncover Detailed Insights From Review Analytics
Watch your reputation grow in real time with a full view of every click, rating, and redirect across your review pages.
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Take full control of your calling settings with Smart Call Flows. Route calls accurately, pair AI agents with automated follow ups, match flows to business hours, and build a custom IVR, all from one place.
See All Your Calling Settings at a Glance
Customize how your team answers calls and set clear rules for missed calls, all from one place with Smart Call Flows.
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Route Calls More Accurately with New Action Configurations
Direct every call exactly where it needs to go using flexible actions like Ring, Call Queue, Send to Voicemail, and Play Audio.
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Follow Up Faster with Agents and Automations
Keep every conversation moving by pairing calling and texting agents with automated actions like Send SMS and Play Audio.
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Match Your Call Flows to Your Business Hours
Build call flows that automatically adjust to your team's operating hours, so every call is handled the right way at the right time.
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Customize Your IVR to Fit Your Workflow
Build a flexible IVR tree and tailor your call flow settings to match exactly how your business operates.
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Salesmsg's Unified Agent makes building texting agents faster and easier. Chat your way through setup, manage every setting in one place, test live before launch, and get prompt suggestions before activating.
Start Building With a Single Message
Describe what you want your agent to do in one message and Salesmsg gets you started right away.
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Set Up Your Agent by Just Chatting
Answer a few quick questions in the Chat tab and skip writing a prompt from scratch.
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Manage Every Setting From One Configure Tab
Add actions, merge fields, and booking details in one place without leaving your prompt.
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Test Your Agent Live Before Launch
Try out your agent in a live phone preview before it ever reaches a real contact.
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Get Suggestions Before You Activate
Use the Unified Agent to check your setup and flags anything missing before your agent goes live.
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Salesmsg July 2026 updates give your team five new capabilities: simultaneous incoming call handling, per-automation credit tracking, an in-app system health dashboard, flexible member invites with delayed inbox setup, and a role-level permission to restrict conversation reassignment.
Track Credit Spend By Workflow, Agent, and Broadcast
See exactly how many credits each workflow, AI agent, broadcast, and trigger is spending — so you know what's working and what's costing you.
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Handle Multiple Incoming Calls Without Dropping Anyone
Answer, hold, and manage several incoming calls at once directly from the Salesmsg calling popup — no call gets auto-disconnected.
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Check System Health From Inside Salesmsg
See current system status and recent performance directly in Settings — without opening a support ticket or checking a separate page.
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Invite Members Before Assigning Them An Inbox
Add new team members to your account now and assign their inbox when you're ready — without triggering unexpected number purchases.
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Control Who Can Reassign Conversations By Role
Restrict which roles can move conversations to a different rep — so round-robin rules stay intact and lead distribution stays fair.
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Connect HubSpot Meetings to your AI Booking Agent, collect the right fields, handle reschedules over SMS, and track every meeting booked.
Book HubSpot Meetings Through Your AI agent
Run the full meeting scheduling flow over SMS – your AI agent books directly into HubSpot without any manual steps.
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Chat to Book – AI Agent Handles All
Guide contacts through booking in the conversation — your agent collects their details and confirms a time without them opening a browser.
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Let Contacts Reschedule And Cancel Over SMS
Handle reschedules and cancellations over text — your agent updates HubSpot without any manual work.
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Collect the Right Fields, Every Time
Automatically gather every field your HubSpot meeting requires, including custom form questions, before confirming a booking.
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Track Every Meeting Your Agent Books
See how many meetings your AI Booking Agent has scheduled without leaving the Salesmsg agent view.
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Text from any custom object, automate SMS Flow Actions, enroll contacts in AI agents and Power Dialer queues, and drop ringless voicemails from Salesforce Flows and Marketing Cloud.
Text And Log Activity Across Any Salesforce Custom Object
Extend SMS capabilities beyond standard records and connect texting to any Custom Object in your Salesforce environment.
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Trigger SMS Flow Actions From Any Custom Salesforce Object
Extend the Salesmsg SMS Action to send texts to custom object records by selecting the target object and its phone field directly in the action setup.
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Enroll Contacts in Salesmsg AI Agents Directly From Salesforce Flows
Add an AI agent enrollment step to any Salesforce Flow so contacts start automated text conversations the moment a trigger fires.
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Add Contacts to Power Dialer Call Queues From Salesforce Flows
Trigger Power Dialer enrollments automatically inside your Salesforce Flows so your team never misses a high-priority call.
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Drop Ringless Voicemails Automatically From Salesforce Flows
Automate ringless voicemail drops from native Salesforce Flow Actions and Salesforce Marketing Cloud Journey Builder automations.
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