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V0.972 Release Notes
Updated over 5 months ago

Date of release: March 22, 2023

Improvements:

  • You can group, sort and change the order of the interaction parameters, making it easier to manage.

  • The bot can check if the person who initialised the interaction is a client's dedicated team member, e.g. a dedicated adviser or paraplanner, and make conditional decisions based on it.

  • The bot can now filter the team members in the assignment action based on the Adviser's office, e.g. show only administrators in the same office as the adviser.

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