January-March '24

new releases new releases backops smart view we're excited to announce an upcoming enhancement to the backops portal that will let backops users interact seamlessly with the platform painpoint the current tab structure in backops, while comprehensive, lacks flexibility and adaptability to diverse user roles and varying hierarchies this rigidity often leads to difficulties in understanding and accessing relevant information, hindering user productivity challenges addressed inflexible tab structure the fixed order of tabs does not align with the varied workflows of different clients non intuitive terminology standard tab names may not resonate with all users, requiring customization to reflect internal and client specific language role based access complexity users in different roles require access to distinct data sets, but the current system lacks seamless customization options based on user roles and hierarchies what we've done we've introduced a more flexible tab structure, allowing users to personalize tab names and orders based on their workflow and preferences this update aims to make the portal more intuitive and user friendly, improving productivity and reducing confusion docid\ aqagtpv2vzxenbxphahku priority management the problem previously, there was no functionality to manage priority applications, leading to inefficiencies in handling applications from high value customers and escalated cases this often resulted in delays and missed opportunities to provide prompt service what we've done we've implemented priority management, a feature that allows users to flag applications as priority, ensuring expedited processing based on certain criteria users can now easily identify and prioritize applications from high value customers or those requiring urgent attention due to exceptional circumstances key features automated prioritization flag applications intelligently based on predefined rules as a priority to ensure they receive immediate attention manual escalation handling users can manually elevate the priority of specific applications when needed docid\ aqagtpv2vzxenbxphahku account aggregator integration in go we're thrilled to announce that our go platform now seamlessly supports the account aggregator ecosystem this empowers our clients to effortlessly gather users' financial data with unparalleled ease and utmost privacy what's more? it's fully compliant with rbi regulations, ensuring the highest standards of security and legality this integration opens up a world of possibilities, facilitating various use cases such as auto loans, personal loans, credit cards, travel insurance, and beyond with this enhancement, our platform continues to evolve, providing innovative solutions tailored to meet the diverse needs of our valued users docid\ i0f3e8avqf 0 ehsrifxf chatbot connect we're thrilled to introduce a game changing feature that puts the power of customization in your hands starting today, you can add custom javascript code seamlessly to enhance your projects with chatbots, analytics, feedback tools like mixpanel, and more this opens up a world of possibilities for tailoring your workflows to meet your unique needs with our new custom script execution, you can effortlessly integrate third party tools and functionalities, elevating user engagement and overall project capabilities docid\ s 1gj7rf2eglljscgkxnn preview page we're excited to introduce a very helpful feature to elevate your onboarding flow creation experience – the screen preview functionality! this new addition aims to empower configuration engineers and other stakeholders by providing the ability to preview screen/page before finalizing them this ensures a more efficient and accurate process, allowing you to visualize and validate the onboarding journey seamlessly key features effortless validation in initial phase streamlined iteration process simulate for various themes responsive design check across devices docid\ aduszklkuhq 3w jtpmgf omni sales suite we are thrilled to announce the expansion of our assisted sales module to include support for ios and web platforms, in addition to our existing android application this significant enhancement not only extends our reach globally but also ensures a seamless user experience across various devices key highlights 1\ enhanced market coverage with the introduction of ios and web support, we are now able to cater to a broader audience worldwide this expansion aligns perfectly with our strategic objectives as we venture into the mena and us markets, tapping into new opportunities and maximizing our market presence 2\ seamless interface for users and managers our multi platform approach ensures a consistent and intuitive interface for both users and their managers whether they prefer to use their smartphones, tablets, or desktop computers, they can effortlessly access and manage sales activities with ease 3\ improved accessibility by offering support for ios and web, we are addressing the diverse needs of our users, allowing them to engage with our assisted sales module using their preferred devices and platforms this enhanced accessibility fosters greater user adoption and satisfaction docid\ fjy7sab 3s9dlkl9uxdnm web app screen ios app screens standard nomenclature for all fields in the new mis report we’re introducing a new nomenclature for all the fields and data points present in the new mis report this would ensure all the fields in the mis report are easily identifiable and can be associated with a specific page and specific variable without much confusion the new nomenclature for all front end fields in new mis report is as follows “pagename variablename” this feature aims to simplify and decrease the time it takes for delivery/backops users to set up new mis reports docid\ sp3nsy4qtzc1n v4sbvp7 improvements improvements admin and creator platform conditional enable/disable conditional enable can also be used now in the conditional dropdown element and it can also be implemented for the same page in the journey application report the "application report" is a summary of the application containing key details used for auditing, integration with downstream systems, and signing, depending on the specific use case it can now show the details for each handoff during the journey elements to customize the screen according to specific requirements, various elements can be utilized, with each element serving a distinct purpose these elements are now grouped into form elements, display elements, and advanced the custom integration element now has configurable error messages a custom error message for all apis integrated has been added contracting customized signature positions for contract signers the custom signature position feature is expanded to accommodate multiple signers this latest enhancement allows for even greater flexibility and efficiency in document signing workflows mis and analytics refresh mapping this feature provides the ability for backops users to add and rename newly added fields in the front end journey in the mis report edit & delete filters previously, we had the functionality to create filters on mis reports, but there was no functionality to edit and modify the created filters or delete the existing filters new application data the user can also see the data for the new applications on the mis report for the selected range of dates major major bug fixes bug fixes in our continuous effort to provide a seamless experience, we've identified and addressed several critical issues with our platform here’s a brief overview of the significant improvements pdf visibility on contracts we resolved an issue where pdfs uploaded and mapped to contracts were not being displayed, ensuring that it is now visible and accessible page callback enhancements improvements have been made to the page callback functionality now, any additions or removals of pages within the flow are accurately reflected axis mab api correction the axis mab addition api has been meticulously fixed, ensuring it functions correctly across all operations gstin fetch optimization we've fixed the gstin fetch feature in our mvp2 uat environment, which was previously operational only in pre prod this update ensures consistent performance across different testing environments enforcement of user limitations a crucial fix has been implemented to prevent users from bypassing the maximum user limitation