Changelog
What's new
Velogics ships every week. Here's what changed recently.
24 updates
- New
AI Email Assistant
Forwarded customer email now has its own AI employee. It sorts every new email, answers real customers and books the job, and sets the junk aside.
See the AI Email Assistant - Improved
Owner Agent, on every page
Open the Owner Agent from any page of the app, in the same conversation as your texts. Ask who owes you or what isn't invoiced yet, create a job, re-quote an old quote, and send a customer message, a review ask or a payment reminder with one tap.
See the Owner Agent - Improved
Review asks from finished jobs
Marking a job completed now sends the review follow-up and adds the customer to the AI Loyalty Manager. A new Ask for reviews list lets you send it to anyone yourself.
See the AI Reputation Manager - New
Accounting exports
An invoice register, payments received, an HST summary, receivables aging and customer statements, ready to print or export as CSV for your bookkeeper.
See the CRM - Improved
Reports
Numbers for each AI employee, with date and source filters, charts and a CSV export.
- New
Lead emails and a morning recap
Get an email for each new lead if you want one, and a morning recap with a short list of who's worth a call.
- New
Possible-scam warning
A lead that looks like a scam gets a warning banner and an alert, and the conversation is never blocked.
- Improved
Your own chat greeting
Write the first line your website chat says, and choose whether the chat opens on its own.
See the AI chatbot - Improved
Replies you'd otherwise miss
When you've taken over a conversation and the customer writes back, your team gets an alert with the message.
- Improved
Crew colours
Each crew member's bookings keep their colour on Google Calendar, Outlook and the app calendar.
- New
Forward your inbox
Forward your business email to Velogics, and the AI sorts each new message: customer enquiries get an answer, and the rest is set aside for you to check.
- New
Customers can send photos
Visitors can attach photos in the website chat and on the form, and the AI looks at them when it answers.
- New
Booked, lost or spam
Mark how a lead turned out, even without a booking. Lost and Spam get their own inbox tabs, and a lead marked lost or spam stops getting AI outreach.
- New
Turn a job into a quote
Start a quote from a job in one step, and accepting it won't create a second job.
- 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, with filters and bulk actions, and CSV export for contacts, quotes, jobs and invoices.
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
Escalations now come 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, returning customers brought back, review follow-ups and lost leads who came back, 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 a new setting lets the AI check 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 can 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.
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