Changelog
What's new
Velogics ships every week. Here's what changed recently.
21 updates
- New
Your team, with the access you choose
Add staff in Settings and tick the pages and actions each person can use. A technician can get just their own calendar, write notes on their visits and mark a visit completed or a no-show.
- New
Notes on a visit
Add a note to a visit from the Calendar, the CRM or the Inbox, like something the customer asked for over the phone. It's saved on the customer's record, prints on the day sheet, and the AI reads it in later conversations.
- New
Book and message from the CRM
Book a visit straight from a contact, with the confirmation by email or text, and start a conversation with someone you added by hand or imported from a sheet.
See the CRM - New
Put callers through to a person
The AI Receptionist can put a caller through to you or your on-call tech: for emergencies at any hour, for callers who ask for a person during your working hours, or both. It tells whoever answers who's calling and why, and saves a call-back task in case nobody picks up.
See the AI Receptionist - New
Missed calls on your own cell
Forward the calls you miss on your cell to your Velogics number, and those callers get a text back too. The app shows the forwarding codes for your phone and checks that the calls arrive marked as forwarded.
See missed call text back - New
Service calls and meetings
Two booking setups: service calls keep your windows and areas, while phone calls, video calls and free estimates can book as meetings at an exact time, with their own hours and time kept free around each. Each calendar takes one or both, and the AI offers the kind of time the customer asked for.
See online booking - Improved
Several visits and properties
A landlord can send several addresses and have every property booked at once, if you turn it on. Customers can cancel one of several visits by reply, and your team can add another visit at a different address.
- Improved
A season's text for customers who don't answer
Turn it on for a season, and customers who haven't replied or booked after its emails get one short text, once the email follow-ups are done. It goes out in the daytime, under a daily limit, once per customer.
See the AI Loyalty Manager - Improved
Text delivery status
Every text shows whether it was delivered, and why not when it wasn't, like a landline or a number that doesn't exist. A season's texts skip numbers that can't get them, and stop by themselves if carriers start flagging them.
- Improved
Unsubscribe on every automated message
Follow-ups, reminders, review asks, loyalty offers and bulk sends name your business and its address, and each one can be unsubscribed from. Someone who opts out is marked in their conversation and moves to the Opted out tab.
See security - Improved
A CRM board that keeps up
Contacts move forward on the board by themselves: the first message moves them to Contacted, and a booking to Booked. In the inbox, Active now means the customer answered.
- Improved
Outlook redirect rules
Customer email passed on by a Microsoft 365 redirect rule now reaches the AI Email Assistant, and you can read any email it set aside before making it a lead.
- Improved
Faster pages
The inbox, reports and the AI Loyalty Manager's pages load faster.
- New
Arrival windows and area days
Book in arrival windows like 8–11 AM, with a set number of bookings in each, and name the days you work each area. The booking page, the AI and the AI Receptionist all offer the windows, and you set it all up yourself in Settings → Booking.
See online booking - Improved
Closed days, notice and the day sheet
Statutory holidays (Ontario or Quebec) and your own closed dates, a minimum notice, how far ahead customers can book, an optional drive limit between jobs, and a printable day sheet for the crew.
- Improved
Follow-ups in your own words
New leads and past customers each get their own follow-ups. Write them yourself or let the AI, choose when they go out, and put an offer on the last one. When a customer doesn't answer your team's message, the AI checks in once.
- Improved
AI Loyalty Manager: seasons and automatic outreach
Set up a season once and it comes back every year. Automatic outreach works through whoever is due, up to a daily limit, and you get an email before a season starts. Emails show delivered, opened and bounced, with a report for each season.
See the AI Loyalty Manager - Improved
AI Email Assistant: your OK, from your phone
Have it wait for your OK and approve each reply by answering SEND from your email, or let it send after a delay you choose. A new report shows what it read, answered and booked.
See the AI Email Assistant - Improved
Pick your receptionist's voice
Choose from 11 voices, hear your own greeting in each, and set the speed and delivery. Asked whether it's an AI, it says so on every channel and keeps helping.
See the AI Receptionist - Improved
Nothing falls through
Email reminders for open escalations, a task whenever the AI promises a callback or a quote, one AI check-in on quotes with no answer, an alert when a customer cancels, and a one-tap "How did it go?" email for any visit nobody marked.
See the workspace - Improved
The whole app on your phone
Every page of the workspace now works at phone width in your browser.
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.
Book a demo and we'll walk you through what Velogics does today, with your services, your calendar and your kind of leads.