
This release is all about speed and precision, helping you zero in on the conversations that matter most. We’ve introduced powerful new tools to filter, find, and act on key interactions, turning complex QA workflows into simple, focused tasks. Now you can move from data to decision faster and with greater confidence.
Advanced Agent Workspace Filtering — Find and prioritize conversations instantly by filtering the Agent Workspace by scorecard and dispute status. Your filter selections are now automatically saved per agent, streamlining your review process.
Previously, finding specific conversations in the Agent Workspace, like those with an open dispute, required manual scanning or navigating to different views. This made it difficult to quickly prioritize your team’s most critical review tasks.
▸ Isolate conversations by status: You can now filter the Agent Workspace by specific scorecards and dispute statuses, including Open, Voided, Partially Approved, and Fully Approved. This lets you build a prioritized work queue right where you need it.
▸ Save time with sticky filters: Your filter selections are now remembered for each agent. When you switch between agents, your preferred filters are automatically restored, eliminating dozens of repetitive clicks from your daily workflow.
▸ Find dashboards faster: To further speed up your navigation, C-Level Dashboards now include a search bar, letting you find the right board by name instead of scrolling through a long list.
Get started: Go to the Agent Workspace to see the new filter controls. Your selections will be saved automatically as you work.
▸ Track user engagement with "Last Activity" timestamps. The user management table now shows a "Last Activity" timestamp instead of just "Last Login." This gives you a far more accurate picture of who is actively using the platform, helping you manage licenses and team engagement more effectively.
▸ Formula-based charts on dashboards now correctly calculate results across all underlying data points, ensuring more accurate and reliable visualizations.