Changelog
What's new
Velogics ships every week. Here's what changed recently.
10 updates
- New
Owner Agent
Text an AI assistant, or chat with it in the app, to look up jobs, quotes and invoices, add notes and tasks, and send quotes and invoices through a secure one-tap link.
See the Owner Agent - New
Quotes and invoices as real documents
Line items, tax, document numbers and your letterhead on a printable page that you send to the customer by email or text.
See the CRM - New
Calendar routing by service and area
Set the services and areas each calendar covers, and bookings from the widget, chat, text, email and phone land with the right crew.
See online booking - New
Cross-channel memory
Before it replies, the AI reads the person's other conversations and upcoming bookings, and a banner in the inbox shows you the same picture.
See the platform - Improved
The AI reads the whole conversation
Replies now take the full thread into account, and the AI no longer answers a simple “ok” or “thanks” with yet another message.
- Improved
One CRM, with lists and boards
People, Customers, Quotes, Jobs, Invoices and Tasks now sit together in the CRM, each with a list and a board view, filters, bulk actions and CSV export.
See the CRM - New
Duplicate contact suggestions
The CRM spots contacts that are likely the same person and lets you merge them in one click.
- Improved
AI Loyalty Manager works from your CRM
Outreach now runs from the customers you've actually serviced, and each contact record shows its loyalty status.
See AI Loyalty Manager - Fixed
Details given in conversation are saved
A name or full address a customer gives the AI now lands on the lead record, postal code included.
- Fixed
No more false “fully booked”
If no calendar is connected, customers are no longer told you're fully booked, and the app points you to connect one.
8 updates
- New
Escalation Copilot
Every escalation now comes with a short brief of what happened and a suggested reply.
See the platform - New
Quotes, jobs and invoices
Create quotes in the CRM, let the customer accept on their own quote page, and accepting creates the job you invoice from and track to paid.
See the CRM - New
HubSpot integration
Connect HubSpot the same way as Follow Up Boss: new contacts reach your AI, and bookings are pushed back to it.
See integrations - New
Booking links
Send a lead a booking link with their details already filled in, and suggest a time they only have to confirm.
See online booking - New
Phone and video appointments
Appointments can be in person, by phone or by video, and video bookings include your meeting link.
- New
Chatbot opener
The website chat can open with a greeting and three suggested questions, and you choose where its launcher sits.
See the AI chatbot - Improved
AI Prospector deliverability
Optional email verification before sending, a ramp that warms up your sending domain, and an automatic pause when bounces climb.
See AI Prospector - Fixed
No more asking twice
The AI no longer asks for a name, email or phone number the customer has already given.
7 updates
- New
Revenue Receipt
A weekly report of leads captured, appointments booked, no-shows rebooked, reviews requested and past customers reactivated, emailed to you as a digest.
See the platform - New
Booking widget
A self-serve booking widget and page where customers pick a service and an open time.
See online booking - Improved
Missed call text back rings you first
A missed call can ring your phone first, and if nobody answers, the caller gets a text and the AI takes it from there.
See missed call text back - New
Lifecycle stages and attribution
Every contact carries a lifecycle stage and its first-touch source, including UTM tags and ad click IDs.
See the CRM - New
Pipeline, automations and bulk messaging
Deal values on a revenue pipeline board, workflow automation rules, and bulk text and email from the CRM.
- New
Service reminders
AI Loyalty Manager reminds past customers when a service is due, and checks back in with old leads that never booked.
See AI Loyalty Manager - New
Follow-up nudges
Leads that go quiet in the middle of a conversation get a follow-up message.
4 updates
- Improved
A redesigned app
A cleaner design across Home, Inbox, Calendar, Customers and Settings, with a dark mode.
- New
Escalations in the app
Conversations that need you collect in one escalations list that you can work through and resolve.
- Improved
Chat and form themes
Theme and accent colour options for the chat widget and form embeds, including a dark theme.
See the AI chatbot - Improved
Security improvements
Stronger protection for your account and your customers' data, including encryption at rest and finer-grained team roles.
See security
See the latest on your own business.
Book a demo and we'll walk you through what Velogics does today, with your services, your calendar and your kind of leads.