Changelog

When we ship a new build, the app lets you know. Until now that prompt was all or nothing: reload straight away, or dismiss it and have no way back until you happened to refresh. If you were halfway through something, neither option was any good.

• Later actually means later. Dismissing the prompt moves it to a small marker above your name in the sidebar, where it waits indefinitely. Update whenever you reach a natural stopping point.
• You can see what changed. The prompt shows the version you are on, the version you are moving to, and a link to the release notes that opens in a new tab so you keep your place.
• It asks once. The full prompt appears a single time. After that the sidebar marker is the only reminder, so you are never interrupted twice for the same thing.
• Quiet about quiet releases. Behind-the-scenes fixes no longer announce a version you have already been told about. They simply offer the update.

Putting a voice agent on your phone line is a leap of faith: you only find out how it handles a hostile caller, a refund it should refuse, or someone fishing for another customer's details once a real person is on the line. Echo now lets you find out first. Simulations play out the hard calls and grade the agent against them, and a new settings hub puts the rules it follows in your hands.

Simulations: grade the agent before it goes live

• A test suite that starts full. Simulations opens with eight high-risk caller situations already seeded: refunds, cancellations, identity checks, escalation, prompt injection, vulnerable callers, over-promising, and privacy. Toggle any of them on or off, reword them, or write your own, up to twenty.
• Graded against a standard you cannot weaken. Every run is scored by Elysium, our proprietary guardrail engine, across policy adherence, safety and data privacy, identity verification, anti-hallucination, over-promising, escalation, and tone. Your own criteria layer on top of it, never underneath it.
• Your pass mark, your rules. Set the score a scenario has to reach to pass, and add the criteria that are specific to your business, such as always mentioning the returns window or never discussing a competitor's pricing.
• Results you can act on. A run gives you an overall pass or fail, a breakdown by group, and a card per scenario with its score and a one-line reason. Past runs stay listed, so you can watch the score move as you tighten the agent.
• No calls, no minutes. A simulation grades the agent's configuration. It does not dial anyone and it does not spend call minutes.

The loop: a failure becomes a guardrail

When a scenario fails, the run proposes the guardrail that would have closed the gap, right under the result. Select Add guardrail and it drops straight into your active rules. Re-save the agent, run again, and watch the weak spot disappear.

Guardrails, procedures, and approved actions

• Hundreds of guardrails, always on. Every Echo agent runs on a built-in safety baseline covering prompt-injection resistance, system-prompt protection, identity and account protection, data privacy, anti-hallucination, scope control, tone, abuse handling, and human handoff. It cannot be turned off, and nothing you add can weaken it.
• Your own rules on top. Write a rule, name it, and choose what happens when it trips: flag for review, escalate to a human, or block. Or add a proven one from the recommended list, grouped by safety, honesty, privacy, identity, and escalation.
• Standard operating procedures. Give the agent a step-by-step process for a specific job, such as a refund or a claim, and it follows those steps on every call.
• Approved actions. Decide what the agent may do on its own, what needs the caller's explicit confirmation, and what has to go to a person.

Documentation, with screenshots

Three new step-by-step guides shipped alongside the feature on the same day, each walking through the real screens: Echo Simulations, Echo Guardrails and Safety, and Echo Outbound Campaigns.

We rewrote the documentation from the ground up. Every guide now matches what you actually see in the product, names the exact buttons to click, and shows real screenshots from the app.

• Accurate, step-by-step guides. All sixty-plus articles were rewritten against the live product, so the steps match the screens.
• Real screenshots. How-to and integration guides are illustrated with captures from the running app, not placeholders.
• Search built in. Press Cmd or Ctrl plus K anywhere in the docs to jump straight to what you need.
• Easier to read. Syntax-highlighted code, copy buttons, callouts, and an on-page table of contents on every article.

Putting ChatFlow on your store should not require a developer. Shopify and Magento now install with a one-click connect, so the widget goes live without editing a theme or pasting a snippet.

• Shopify one-click install. Authorize once and ChatFlow adds the widget to your storefront automatically.
• Magento connect flow. Set up Magento from inside the dashboard, with a guided connect flow.
• Already supported. Wix, WordPress, and Webflow connect the same way, no code required.

It should always be clear what you can do in a workspace and why. We added a place to see your role and tightened how roles map to what is available.

• Your role, at a glance. A new card in Profile, under My Details, shows the role you hold and the organization it applies to.
• Plan-aware roles. The roles you can assign now match your plan, so the options you see are the ones you can actually use.
• Consistent page access. Pages and actions are gated by role on both the screen and the server, so the dashboard matches your permissions.
• Owner changes stay protected. Only owners and admins can change roles, and ownership changes are guarded.

Sentiment analysis grew from a read-only chart into a way to act. You can now turn a frustrated conversation into a tracked task, assign it, and get alerted before a single complaint becomes a trend.

• Escalate an issue. Promote a conversation to a tracked issue in one click when it needs more than a quick reply.
• Schedule and assign follow-ups. Set a reminder, pick an owner, and the assignee is emailed so the loop actually closes.
• Track themes by phrase. Define the complaints you care about in your own words and watch how often they come up.
• Negative-trend alerts. Admins and owners are notified when sentiment on a theme starts sliding, not after it has.

We brought every surface of ChatFlow under one design system, anchored on a single cobalt brand color. The result is calmer, more legible, and easier to scan when you are working through a queue.

• One system, every surface. The agent console, the conversation viewer, and the website now share the same colors, spacing, and motion.
• Color that carries meaning. Status tones tell you at a glance what is resolved, pending, or needs attention, instead of decoration.
• Clear sender legibility. Human agent, AI, system, and customer are now instantly distinguishable in any conversation.
• Refined loading and empty states. Skeletons and honest empty states replace blank screens and spinners throughout the app.

Until now, a scanned PDF or a photo of a document was just an image to the assistant. With OCR, ChatFlow extracts the text inside those files, so the answers your customers get can come from them too.

• Scanned PDFs and images. Upload a scan or a screenshot and the assistant reads the words inside it.
• Legacy Word files. Older .doc files (Word 97 to 2003) now upload alongside modern formats.
• Works where you already train. Add these files from the Documents tab of any chatbot, the same place as the rest of your knowledge base.

New accounts now start in a guided wizard instead of an empty dashboard. It asks what you want your assistant to do, helps you train it, and gets you to a working chatbot you can test in minutes.

• Goal-based setup. Tell us what you want to achieve and the wizard tailors the steps to match.
• Faster first answer. Train the assistant on your top questions during setup, so it is useful right away.
• A checklist that remembers you. Your progress is saved on the server, so you can leave and pick up exactly where you stopped.
• Help when you stall. Contextual prompts appear if you get stuck, instead of leaving you to figure it out alone.

Insurance and other regulated businesses can now connect a policy system to ChatFlow. The assistant verifies who it is talking to before it discloses anything, then answers account questions directly in the chat.

• Identity verification first. The assistant confirms a customer's identity across multiple factors before sharing any account detail.
• Policy lookup. Customers can ask about coverage, status, and endorsements and get an answer without waiting for an agent.
• Document access. Share policy documents securely inside the conversation.
• Balances and endorsements. Report outstanding balances and recent changes on request.

We made a broad pass over how ChatFlow handles untrusted input and sensitive data. These protections are on by default for every account, with no configuration required.

• Message encryption across channels. Conversations on the web widget, WhatsApp, Instagram, Messenger, and email are encrypted at rest.
• Prompt-injection defense. The assistant detects and refuses attempts to override its instructions or extract data it should not share.
• Attachment malware scanning. Every file is scanned on the way in and again before it reaches an agent, so malicious uploads are blocked.
• Content moderation. Unsafe training data and abusive messages are blocked, with a strikes-based policy for repeat offenders.

Echo brings ChatFlow to the phone. An AI voice agent answers from the same knowledge base your chatbot uses, holds a natural conversation, and hands off to a human agent when the caller asks or the topic needs it.

• Answer inbound calls. Echo picks up, understands the caller, and answers from your knowledge base, around the clock.
• Outbound voice campaigns. Schedule calls to follow up with customers or run reminders at scale.
• Natural voices. Choose from OpenAI Realtime and ElevenLabs Turbo voices to match your brand.
• Bring your own SIP trunk. Connect existing telephony, or provision a new number inside ChatFlow.
• Human handoff. Echo knows when to transfer to a live agent, so callers are never stuck.