March 20, 2026 weekly release

March 20, 2026 overview

Released this week

SEO

• Schema markup generator phase 2
  • Generate structured schema markup JSON using AI directly from SEO and schema settings.
  • Edit and refine the generated schema in a dedicated JSON view before publishing.

Email AI

• Knowledge base–aware help article drafting
  • Connect your knowledge base so Email AI can answer "how do I..." questions with more accurate, context-aware help content.
  • Reduce manual drafting for support and onboarding emails while keeping answers aligned with your own docs.

Dialer and phone system

• Desktop dialer controls

  • Auto-minimize the dialer so it stays out of the way while you work.
  • Pin and reposition the dialer on screen to match your workflow during calls.

• Inbound call handling for unassigned numbers

  • Route inbound calls to voicemail when a number has no user or forwarding configured.
  • Prevent calls from being rejected by default, reducing missed communication.

Messaging and A2P (chat widget flows)

• AI validation for A2P campaigns

  • Use AI to validate chat widget–driven SMS campaigns for compliance.
  • Reduce back-and-forth on campaign approvals.

• Improved use case selection

  • Updated ordering of A2P use cases to make common choices faster to find.

• Multiple SMS opt-in validation

  • Validate flows that collect multiple SMS opt-ins to ensure they meet requirements.

Conversations

• Multitasking enhancements

  • Update contact details directly while viewing a call transcript.
  • Send emails during active calls without losing context.
  • Switch channels more fluidly and navigate conversations while multitasking.

• Form submissions inside Conversations

  • View form submissions directly within the Conversations interface.
  • Control this behavior via a toggle in each form’s settings.

Forms and surveys

• Advanced image layouts
  • Use new image layout options for form and survey elements.
  • Adjust focal points to keep the important part of an image visible across devices.

Notes

• Structured notes
  • Create more structured, searchable, and actionable notes with richer formatting.
  • Use color coding to visually organize notes by topic or workflow.
  • Attach files to notes for better context on calls, deals, and support cases.
  • Structured notes are enabled by default, with workflow and API support mentioned as upcoming.

Opportunities and pipelines

• Kanban stage controls

  • Collapse and expand Kanban stages to focus on specific parts of your pipeline.
  • Resize columns to match your screen and prioritization style.

• Sorting by custom fields

  • Sort opportunities by custom fields, not only standard fields.
  • Build pipeline views that match your specific sales process.

• Calendars within opportunities

  • Use an enhanced appointment booking modal that supports more calendar types and settings from inside an opportunity.
  • Book and manage meetings without leaving the deal record.

• Smart tags expansion

  • Apply up to 60 smart tags per opportunity, up from the previous limit.
  • Support more granular tagging for segmentation, reporting, and automation triggers.

Blogs

• AI-assisted blog creation

  • Generate post outlines, headings, SEO metadata, and images with Blog AI.
  • Edit all generated content before publishing to keep messaging on brand.

• Domain and sitemap management

  • Create a blog without connecting a domain upfront.
  • Remove a domain from blog settings when needed.
  • Manage custom tags and sitemap behavior with more granular controls.

Coupons

• Granular discount targeting
  • Create coupons at the product, price, and variant level.
  • Design promotions that apply precisely where you want them in your catalog.

Site analytics

• Advanced filters
  • Filter analytics across funnels, websites, and webinars using variables like city, state, and page title.
  • Combine filters with operators to build detailed views of visitor behavior and performance.

QR codes

• Circular QR code style
  • Generate circular QR codes alongside existing shapes.
  • Align QR visuals more closely with brand design and campaign creative.

Invoices

• Auto payment defaults
  • Enable automatic payment collection by default on new invoices.
  • Reduce manual follow-up and accelerate time-to-cash.

SaaS upgrades

• V2 interval safeguards
  • Temporarily disabled interval changes for V2 upgrades to protect existing SaaS subscriptions while the new model stabilizes.

Entering Labs

Snapshots

• Multi-subaccount loading
  • Link and load a snapshot into multiple subaccounts at the same time.
  • Speed up rollout of standardized configurations across client workspaces.

CRM

• Record associations
  • Experiment with associations between companies, opportunities, and custom objects.
  • Build richer CRM graphs that reflect real-world relationships across entities.

Ask AI

• Subaccount Ask AI workspace
  • Access a new Ask AI workspace directly inside subaccounts.
  • Use a white-label–safe assistant focused on ACEIRT™ Fusion data, with access to many platform APIs and endpoints for operational questions and setup help.

Coming soon (preview)

Phone system

• Warm transfers between web and mobile
  • Transfer live calls between web and mobile apps with warm transfer support.
  • Hand off conversations without dropping the caller.

Messaging

• Facebook Messenger marketing messages
  • Send marketing messages over Facebook Messenger in addition to existing channels.
  • Reach contacts where they already engage with your brand.

Forms and surveys

• Form AI builder
  • Use AI to generate form structures, questions, and logic automatically.
  • Start from an AI-generated draft and refine into production-ready forms and surveys.