Send the draft order by SMS and close the sale on the call
Your AI agent can now create a draft order and send the payment link by SMS, even when you don't have the customer's email on file.
If your workspace has an SMS-enabled number, the link goes out by text by default; if not, it falls back to email automatically. The agent knows exactly what was sent, so it can tell the customer on the spot instead of hitting a dead end.
Fewer abandoned checkouts, and more revenue attributed to your calls.
Your AI agent knows what's in stock
Your agent now checks live inventory before it speaks. It knows whether a product is in stock, out of stock, or running low, steers callers toward what you can actually ship, and suggests in-stock alternatives instead of promising something that isn't there.
It also won't build a draft order around an out-of-stock product unless you allow it. The guardrail is on by default, and you can switch to permitting out-of-stock orders per workspace if that fits how you sell.
Stay on top of every follow-up with Tasks
New Tasks give your team a clean way to track what's owed to each customer. Create a task from its own dedicated page or on the fly right from the dialer while you're still on the call.
Scheduled tasks show up as a banner inside the customer conversation, so the next person to pick it up sees exactly what was promised, and there's now a Tasks tab on the customer profile for the full history.
More in the public API
The public API keeps expanding. You can now pull customer details, access call recordings and full call details, subscribe to a call.recorded webhook that hands you a direct download URL, attach media to outbound SMS (MMS), and send messages on behalf of a specific agent by email. Everything's in the docs.
Other improvements
Notes tab: internal notes now live in a dedicated Notes tab on the dialer, customer details, and inbox conversation, with a count badge and inline add, edit, copy, and delete.
Smarter call routing: the "one by one" ringing strategy has a new option to stop always returning a caller to the last agent they spoke with, and route to the longest-waiting agent instead.
Abandoned calls: callers who hang up before connecting now get a dedicated "abandoned" status and disposition, so your reporting separates them from missed calls.
Mobile device management: see the devices signed in to your account and sign any of them out, with mobile logins that now outlast your web session.
Bigger knowledge base: your AI agent can draw on more knowledge sources than before.
Readable store names: Consio now shows your Shopify store name instead of an internal ID.
