Before diving in, is your organization interested in leveraging suggestions from ChatGPT to describe your services or summarize the notes a staff member has taken during an engagement? If so, consider trying out our experimental Chrome extensions. Reach out to your Customer Success contact to get started.

Customers using Workflows and Advanced Analytics can review Workflows metrics in engagement Explores, as well as leverage an all-new quickstart guide that provides data details related to engagements that are linked to a workflow.

Please refer to Help Center materials after release is live April 26 for more details.

This feature is automatically enabled for customers using Advanced Analytics.

Customers using Advanced Analytics can quickly and easily view Workflows data

Workflows are here! Make preparing for engagements or transferring knowledge from one staff member to another a breeze by linking related engagement activities together for a client or household into an aggregate view using Workflows.

Workflows are accessible from Clients (Members), and from Dashboard for upcoming engagements. From Clients, staff members can create new Workflows, view existing Workflows, or add activities to existing Workflows. From Dashboard, staff members can view a Workflow or add an engagement to an existing Workflow.

Use Workflows to create a centralized view of a client's or member's related engagements and strengthen client/member relations

This feature is automatically enabled for all customers.

Please refer to this article for a Workflows overview.

It’s a new look for our client/member activity pages! These new pages are customizable, meaning that users can choose to add or hide columns from the page and sort in an order that best meets their needs.

In addition to an improved look and feel, customers leveraging our Lobby (Queue) solution also have access to a new Walk-ins activity page. This page lists engagements for the client that were not pre-booked.

Activity pages have an updated look and feel and include the ability to customize which columns display

This enhancement is automatically enabled for all customers. The Walk-ins page is automatically enabled for all customers using Lobby (Queue).

Please refer to Help Center materials after release is live April 26 for more details.

Now, Contact Center staff receive an alert if client details they enter match an existing client record. Staff can search existing clients and then follow through as appropriate. This enables staff to maintain clean and consistent client information - and clean and consistent data - at your organization.

Staff creating a new client now receive an alert if a matching client exists

This feature is automatically enabled for all customers.

Now, Connect users behind a proxy/firewall that does not allow websocket communications to go through to Coconut have feature parity with Connect users not behind a proxy/firewall.

Note, if the proxy/firewall at your organization blocks all websocket communications, Connect will not function properly, as communication with our service provider will not work.

This enhancement is automatically available to all Connect customers.

Now, when participating in a Connect meeting from a mobile browser, the call respects whether your browser is in the foreground or background, playing or pausing video accordingly.

This enhancement is automatically available to all Connect customers.

Coconut admins can now set which phone number (cell phone, home phone, or work phone) is the primary phone type for users. This selection is what is displayed in areas of Coconut where only one phone number is shown.

This feature is automatically available to all customers.

For more information, please refer to this Help Center article.