OktoRocket Release Notes - October 30, 2025

Enhancements

• Improved Campaigns in multiple ways to increase clarify, improve ease-of-use, and reduce confusion:
  
• Audience Preview
  
• Previously, this did not consider whether Customers had been set to "Marketing Disabled", or whether they had valid message delivery info (mobile numbers or emails, depending on the Campaign Type).
  
• Now, these checks happen at the Audience Preview stage, and users are presented with a tabbed view showing 3 distinct lists:
  
• Valid recipients who will receive the Campaign message
  
• Recipients who match the Campaign criteria but lack a valid mobile number or email (depending on the Campaign Type)
  
• Recipients who match the Campaign criteria but are set to "Marketing Disabled"
  
• Which gives users the ability to much more accurately gauge how wide a Campaign will go out, and provides a list of Customers with correctable issues that can bring them into future Campaigns if corrected.
• Updated some wording on two Customer record functions for clarity:
  
• Changed "Import Opt-Outs" to "Bulk Disable Marketing" to clarify that the bulk import function is setting those Customers to not be considered for Marketing Campaign messages, but will still receive other messages (in contrast to a carrier-level Opt-Out, which opts them out of all messaging).
  
• Changed "Disable Campaigns" on the individual Customer record to "Marketing Disabled" for consistency.
  
• Removed some confusing hover tooltips on the blast limit fields for On-Demand Campaigns.
  
• Expect more usability enhancements in the near future as we continue to focus on improving Campaigns!
  
• Improved usability of the media manager in DVIs on mobile by removing a confusing "Close" button and introducing a confirmation dialog if attempting to close it with unsaved changes present.
  
• Improved readability of the Call log on mobile devices by setting wider default column widths.
  
• Introduced more detailed logging in our Scheduler for ShopWare to better isolate & detect when the ShopWare API prevents the creation of a new RO, leaving the new appointment missing from the Jobs in the Shop view.
  
• Improved backend resilience to handle crash-prone requests more gracefully and reduce risk of disruptions from unexpected database conditions.
  

Bug Fixes

• Fixed an issue with Campaigns where messages were being prevented from being built by an incorrect filter, mainly affecting the Deferred Service trigger.
  
• Fixed an issue with Campaigns where the Service Description trigger was not matching & building messages correctly.
• Fixed an issue where giving a non-Admin the Manage Campaigns permission resulted in no access to the Campaigns page.
  
• Fixed an issue where the Scheduler confirmation message was using the wrong template.
  
• Fixed an issue where Payment tasks on the v1 Inbox were not showing the same detail as on the v2 Inbox.
  

OktoRocket Release Notes - October 23, 2025

Enhancements

• Introduced a toggle to give shop owners control of the visibility of RocketShield-filtered calls - show or hide.
  
• Improved the Call Path display by showing more granular information (including which party ended the call).
• Improved the First Call Conversion and First Call Conversion Metrics reports by having them share one set settings.
  
• Added the All Shops report to the Unified analytics dashboard in CE (currently in an invite-only Beta test).
  
• Introduced self-service user account tools (reset password, etc.) for SSO (required for the Unified dashboard).
  
• Introduced guardrails to prevent duplicate service offerings from being rejected by Google Bookings.
  
• Improved usability for On-Demand Campaigns by adjusting the flow of fields to complete during setup.

Bug Fixes

• Fixed an issue where the dates showing on some tasks in the New Inbox were being updated on transfer, leading to confusion.
  
• Fixed an issue where the Advisor name and Shop Number labels were swapped in the Call View modal.
  
• Fixed an issue where Sites without an email address configured were incorrectly being excluded from being added to SMS & Call Campaigns.
  
• Fixed an issue where Inbound/Outbound Call Stats wasn't controlling visibility accurately, resulting in 'undefined' labels in the chart legend.
  
• Fixed an issue where the "Toggle Selected" button in On-Deck wasn't functioning when the "select all" checkbox was used.
  
• Fixed an issue where some SMS history was missing.
  
• Fixed an issue where an exported Call log would be an empty file when using certain filters.
  
• Fixed various crash/logout occurrences in particular places (Directory, report details, Unified dashboard w/out access).

OktoRocket Release Notes - October 16, 2025

Features

• RocketShield is now Generally Available for all customers.

Enhancements

• Improved the Outrunning Overhead view by including near-real-time GP for the current day.

Bug Fixes

• Fixed an issue with the call analysis display where long calls weren't displaying the sentiment analysis.
• Fixed some layout & formatting issues with the Unified analytics dashboard in CE (currently in an invite-only Beta test).
  
• Fixed an issue that allowed email campaigns to hang when the site didn't have an email configured.
  
• Fixed various role-specific filtering/visibility/access issues around Campaigns, Reports, and Site Settings.
  
• Fixed an issue where Campaign tasks/messages were still being created with 'undefined' text where vehicle info is missing.
• Fixed an issue where repeating blockers on the Calendar were extending past the end of the year.
  
• Fixed an issue where the Deferred Services report wasn't sorting on a numeric column correctly.
  
• Fixed an issue where changes to the vCard settings weren't being saved.
  
• Fixed an issue where CallRail calls weren't being converted.

OktoRocket Release Notes - October 9, 2025

Features

• Introduced (currently in an invite-only Beta test) a Unified view of the Sales Analytics dashboard in Customer Engagement, relieving customers of both platforms of the need to move back-and-forth between them at their different URLs.

Enhancements

• Improved RocketShield's screening algorithm to further minimize target calls slipping through.
  
• Improved the flow and experience when merging Customer records - clarified some naming & language and introduced a confirmation dialog.
  
• Introduced visual improvements to the breadcrumbs.

Bug Fixes

• Fixed an issue on the email template in Campaign builder where the company logo was showing as a broken image.
  
• Note: to complete this fix on existing email campaigns it's necessary to remove & re-add the company logo.  The reference will display like the other dynamic data, with {{curly braces}}, and the email layout including the image can be previewed using the Test Email feature to the upper-right of the template.
• Fixed two issues on the Analytics dashboard, affecting GP/HR and the Leaderboard showing inaccurate values.
  
• Fixed an issue where non-Admins/Site Managers were presented with the "subscription inactive" warning banner.
  
• Fixed an issue where the Google My Business integration popup repeatedly returned after dismissing.
• Fixed an issue where the settings weren't being saved in the Tech Sales Tracker report.
  
• Fixes an issue with the Sales by Category report being empty and having the wrong title.
• Fixed an issue with daily-repeating blockers on the calendar not repeating correctly.
• Fixed several visual formatting issues, affecting text wrapping, button placement, and pagination.
  

OktoRocket Release Notes - October 2, 2025

Enhancements

• Updated the view for matching customers to reviews by displaying the vehicle count rather than the RO count.
• Improved the view for attaching non-image files (PDFs, text files, etc.) to messages to more clearly see that the attachment is present.

Bug Fixes

• Fixed an issue with the old Inbox where the timestamps were showing without AM or PM.
• Fixed an issue with the No Shows report not populating and having the wrong title.
• Fixed two issues with the Shop-Ware integration, affecting RO numbers in the calendar and labor sales calculations in GP.
• Fixed an issue with Shop Days & Holidays not applying correctly to Outrunning Overhead and Goals proration.
• Fixed an issue where embedded images in Customer Journey messages were displaying as broken links.
• Fixed an issue with the No Shows report not populating and having the wrong title.
• Fixed two issues with Scorecards, affecting “N/A”-scored questions still being included in the total score and questions and categories being altered in the analysis.
• Fixed an issue with the alignment of the approval signature box on mobile/tablet screens.
• Fixed an issue with the Week-at-a-Glance component of Analytics not loading.
• Fixed two issues with the recorded call audio player, affecting speaker identification and jumping to a spot in the timestrip.
• Fixed two issues with the Calls list, affecting non-Admins filtering for Missed calls and extensions being shown in place of Advisor names. 

OktoRocket Release Notes - September 25, 2025

Enhancements

• Enhanced the call audio player with better visual representation and highlighted follow-along on the transcript tab.
• Added the “Excluded ticket” counter on the new Inbox to match the old Inbox.
• Updated the way task transferring works to limit cross-site issues.

Bug Fixes

• Fixed an issue where Campaigns set to use Direct Assignment weren’t assigning appropriately.
• Fixed an issue with Mitchell1 and Shopware, where the Bookings Tool wasn’t posting appointments to CE, and in some cases, the SMS
• Fixed an intermittent issue where certain date range changes would crash the Campaigns page.
• Fixed two issues around Call Conversions, the report not populating, and values not matching between SA and CE. 

OktoRocket Release Notes - September 22, 2025

Features

• Introduced a new report for RocketShield statistics.

Enhancements

• Improved usability of Reports page by auto-scrolling down to the last-opened report when using the browser Back button, and temporarily highlighting the last-opened report in the list.
• Improved user-level call recording preferences.
• Added last name to RO Detail report to improve usability in sorting/filtering.

Bug Fixes

• Fixed an issue where the Customer garage drop-downs weren’t opening.
• Fixed an issue where the WIP car counts weren’t matching between versions of the dashboard.
• Fixed an issue where the Calls view was associating the wrong site with some extensions.
• Fixed some minor layout/alignment/icon/button anomalies. 

OktoRocket Release Notes - September 18, 2025

Enhancements

• Enhancements to Scorecards (still in Beta release):
• Improved natural language processing
• Ability to duplicate, added drag-and-drop of questions within and between categories
• Added new filters on the Calls view for Scorecard-only and Advisor IQ-only
• Provided a usable list of groups and templates to jumpstart Scorecard adoption
• Improved handling & displaying of Wait/Drop-off appointment statuses on shops using Protractor or Shopware, since they tag those types differently than other SMSs.
• Improved handling of Inspection items that required photos when videos were also attached.

Bug Fixes

• Fixed an issue in the “Marketing New vs Return” chart in Analytics was sorting months alphabetically instead of chronologically.
• Fixed an issue where the Directory wasn’t loading any results.
• Fixed an issue where the Tire Inspection section of DVI wasn’t loading images correctly.
• Fixed an issue where Deferred Service-related reports and campaigns were failing to load or run.
• Fixed an issue where the Prices section of Inspection items wouldn’t always display when toggled. 

OktoRocket Release Notes - September 11, 2025

Enhancements

• Removed the “end time” from booking appointment slots, which caused confusion with respect to work estimate times.

Bug Fixes

• Fixed an issue where active messages wouldn’t always show in the Inbox.
• Fixed an issue where goals proration wasn’t being accurately calculated.

OktoRocket Release Notes - September 8, 2025

• Deployed a new report to Settings -> Billing showing SMS and MMS usage statistics.
• Introduced RocketShield, which allows users to insert a menu prompt on incoming calls to combat spam/robo calls.

Enhancements

• Introduced an overall site-selection dropdown menu that’s always available no matter where you are in the app
• Improved date-selection for the Rocket Gauge report

Bug Fixes

• Fixed an issue where the embedded scheduler wouldn’t always fire GTM events.
• Fixed an issue where the Calls page would crash when changing from fiscal months to fiscal years. 

OktoRocket Release Notes – September 4, 2025

Features

• Scorecard Groups: Create multiple scorecards and group them by call type. AdvisorIQ automatically selects the appropriate scorecard based on call type.
• Manual Scorecard Override: If a call is misclassified or the wrong scorecard is used, you can correct the score and re-run the assessment with the correct card.
• Appointment Reminder Customization: Configure different appointment reminders for Waiter and Drop-Off appointments.

Voice Notification Enhancements

• Improved call pop timing so notifications do not appear before the call actually rings through.
• Call quality report now shows who ended the call (caller or callee).

Bug Fixes

• Fixed an issue preventing OktoRocket short links from loading in Safari mobile private browsing mode.
• Deleted work orders in Protractor now correctly update to “Voided” status in OktoRocket. 

OktoRocket Release Notes – August 28, 2025

Customer Engagement Enhancements

• Multiple Inbox Bug Fixes: Resolved several issues including:
• SMS message previews not updating when customers reply.
• Styling conflicts for unread messages and selected tasks.
• Task lists failing to load beyond a certain number of items.
• “Translate to Spanish” button not working after typing in the text area.
• Missing payment link and Google review tasks in filters.
• Issues selecting or completing certain SMS tasks.
• Improved Task Preview Refresh: Fixed an issue where the inbox task preview was not updating in real time when customers replied.
• Site Managers as Service Writers: Site Managers can now be assigned as Service Writers on repair orders.

Scheduler Updates

• Additional transportation options can be added, including loaner, shuttle, and rental car.
• Updated appointment calendar card shows all appointment details.

General Updates

• Simplified Text-to-Pay: Consolidated multiple payment link buttons into a single streamlined payment modal.
• Payment Task Improvements: Added a “Send to TM” button and displayed additional payment details (auth code, card type, last 4 digits) directly in the task.
• Website Text-Us Widget: Added a “Text Us” chat widget for shop websites. 

OktoRocket Release Notes – August 14, 2025

Enhancements

• New inbox available for testing with a reworked, more efficient UI. Users can switch back to the old view if needed.
• Payment tasks now show payment status and include a link to the related RO.

Bug Fixes

• Multi-day schedule blockers now block all days correctly.
• Call tasks now clear correctly based on auto-complete rules. 

OktoRocket Release Notes – August 11, 2025

Enhancements

• Scheduler Widget: Customers can optionally enter their phone number on the first screen to enable advisor follow-ups on abandoned appointments.
• SMS Tracking: SMS messages sent through the phone system are now recorded in the customer journey.
• Two-Party Consent Support: For states requiring two-party consent for call recording, outbound calls can play an automated consent message.

Bug Fixes

• Busy Hour Call Report: Corrected hourly slot display and aligned filtering with business hours.
• MotoVisual Previews: Fixed an issue preventing advisors from viewing MotoVisual previews. 

OktoRocket Release Notes – August 7, 2025

Enhancements

• Phone Inventory Overhaul: Redesigned interface for better navigation and usability.
• Navigation Sidebar Tooltips: Tooltips display when the sidebar is collapsed.
• Transcription Improvements: Each line has timestamps; speaker labels show customer and advisor names; line-level sentiment is visible.

Bug Fixes

• Tekmetric Link Sharing: Re-enabled link sharing (requires DC Relay 2.8 Chrome Extension). Links can be shared directly from within OktoRocket.
• Dynamic Variables in Campaigns: Can now be added to new campaigns without saving first.
• RO Writer Bulk Imports: Bulk historical RO Writer data imports now function correctly.
• Phone Inventory Settings Tabs: Expansion modules can now be configured directly from OktoRocket.
• Holiday Scheduling: Recurring holiday dates can be saved without modifying the default selection; datepicker shows consistently when editing entries.

OktoRocket Release Notes – July 18, 2025

Enhancements

• DVI Measurement Toggle: Input measurement values directly without using the notes field.
• Granular Report Permissions: More fine-grained report access controls.
• Advisor IQ Email Notifications: Emails now include a call summary instead of the full transcript.
• DC Relay Template Support: DC Relay supports templates created in OktoRocket.

Bug Fixes

• Shop Management Contact Search: Fixed issues affecting some integrations.
• DC Relay Default Share Text: Corrected default text when sharing via DC Relay.
• TM Customer View: Removed “Include Counter Sales” option.
• Sales Analytics: Various stability and performance fixes. 

OktoRocket Release Notes – July 3, 2025

Features

• Customizable Review Sites: Choose which review platforms are shown in site contact settings.
• Clickable DVI Error Links: DVI submission errors link directly to the specific inspection item.
• Tap-to-Dial Booking Numbers: Booking header phone numbers are clickable.

Bug Fixes

• Direct Number Sending: Users with only direct phone numbers now send messages from the shared number when using the contact dropdown.
• Carfax Enrollment: Fixed incompatibility for shop names containing an ampersand (&).
• Campaign Saving: Data-based campaigns with a contact-list source can be saved without error.
• Email Editor: Added validation to prevent crashes when pasting invalid HTML.
• Custom Music on Hold: Customer-defined MoH is respected for queued calls.

OktoRocket – Customer Engagement (DC): Version 3.1.60

Enhancements

• Alternate Contacts: When sending inspections to alternate contacts, set and display the task under the alternate contact’s name.
• Import Format Support: All imports support CSV and XLSX.
• Contact Blocking Permissions: Admins can control contact blocking via permissions.

Bug Fixes

• First-Time Visit Trigger: Fixed campaign trigger build issues.
• Sales Analytics Gauges: New users now see sales gauges after initial integration.

Notes

• Some original DC customers may still be on older releases; migration is ongoing. Everyone onboarded in the past 6 months is on the new release. 

OktoRocket – Customer Engagement (DC): Version 3.1.57

Enhancements

• Call Note Mentions: Users are notified when @mentioned in a call note.
• Shop Management System Integration: Tekmetric and Shopware can open the customer profile on call-pop click.
• Improved Dial-by-Extension: Invalid entries return the caller to the input prompt.
• Menu Input Validation: Menu message replays on invalid input.
• Google Maps in Campaigns: Campaign messages can include clickable Google Maps links.
• Protractor Appointment Type: Appointments pushed to Protractor include appointment type (Waiter/Drop-Off).
• Reordering DVI Findings: Reorder findings within the DVI definition setup.
• Contact Blocking Alerts: Admins/Managers are emailed when a contact is blocked.
• Ad Hoc Email Logging: Non-campaign emails (inspections, payment links) are logged in the customer journey.

Bug Fixes

• Campaign Reporting: Email campaigns accurately display run data on campaign cards.
• Shopware Appointment Sync: Fixed syncing for repeat customers not yet in OktoRocket. 

OktoRocket – Customer Engagement (DC): Version 3.1.51

Enhancements

• DVI Photo Requirements: Require photos on DVI items marked “Suggested” or “Required.”
• Customer Source Field: Added to customer profiles.
• Improved List Imports: Better validation and clearer errors.

Bug Fixes

• DVI Not Sent Report: Corrected calculations.
• Campaign Audience Previews: Fixed previews for Call, List-Based, and Deferred Service Campaigns.
• Scheduler Cleanup: Deleting service offerings now persists properly.
• Call Pops: Fixed missing pop-ups for a subset of customers. 

OktoRocket – Customer Engagement (DC): Version 3.1.41

Bug Fixes

• Short Links: Original URL no longer must be unique.
• Tekmetric Customer Sync: On-screen data updates properly after sync.
• Appointment Reminders: Fixed duplicate reminders for a subset of customers.
• @Mentions in Notes: Disabled users no longer appear in mentions. 

OktoRocket – Customer Engagement (DC): Version 3.1.38

Enhancements

• First Time Call Conversion Report: Optionally exclude calls shorter than 10 seconds.
• Manual Payment Access (Dejavoo): Navigate to the payment link directly from OktoRocket.
• Campaign Management Access: Grant Users and Advisors access to manage campaigns.

Bug Fixes

• Scheduler QR Codes: Fixed generation on first-ever short link for a location.
• DVI Image Previews: Fixed breakage after editing images before upload.
• Techboard Card Layout: Cards populate horizontally first. 

OktoRocket – Customer Engagement (DC): Version 3.1.37

New Features

• Site Management: Admins and Site Managers can close a site early from site settings.
• RO Listing Page: Displays First Name, Last Name, and Company for alphabetical sorting.
• Directory Filtering: Filter by Group and Site.
• Tekmetric Integrations:
• Missed Appointment Report.
• Missed Appointment Campaign Trigger.

Bug Fixes

• SMS Notifications: Customer names appear on desktop notifications.
• Dynamic Calendar Reporting: Relative-date reports update correctly when reloaded on another day.
• Call Queue Reporting: Correctly tags advisors in call conversion reports when call queues are used. 

OktoRocket – Customer Engagement (DC): Version 3.1.34

Enhancements

• Voicemail Deletion in Mobile App.
• First Time Customer Report: Includes visit date and date paid.
• Algo Speaker Volume Control: Adjust paging speaker volume from Admin page.
• Yealink Button Programming: Manage button configurations centrally in Admin.

Bug Fixes

• On Demand Average RO Filter: Now functions properly across deployments.
• Mobile Voicemail Badge: Notification count updates after listening.

OktoRocket – Customer Engagement (DC): Version 3.1.0

Overview

• Full UI refresh with usability, collaboration, and mobile responsiveness improvements.

New Features and Enhancements

• Dashboard: Task owner photos in task list; multiple notes per task with author and timestamp; filter tasks to “My Tasks.”
• Campaigns: Redesigned view with centralized actions; contact list creation inside campaigns for segmentation.
• Calls and Call Analysis: Improved Advisor IQ section; transcripts styled as chat; call path collapsed by default; key call stats remain visible.
• Users and Sites: Enhanced site editing with sectionalized settings; redesigned Sites UI.
• Technician and Mobile: Major DVI usability improvements; mobile performance and responsiveness enhancements.

Other Improvements and Fixes

• General UI cleanup and performance improvements; various bug fixes. 

DC Relay – Version 2.2

Enhancements

• Updated options page for better usability.
• Improvements to keep the extension logged in. 

DC Relay – Version 2.0

Enhancements

• New DC Relay enabling features for TM customers (applying to all customers in the next release). See linked video for details. 

OktoRocket Release – November 7, 2024 (2.3.91)

Enhancements

• Reviews are displayed in the customer profile.
• Customer Journey view released, showing all interactions in a timeline.
• Mobile voice and messaging app released (Android following shortly; requires latest voice infrastructure).
• Deferred items surfaced to returning customers in the scheduler.
• New user edit layout.
• Customer profile photos from Google Reviews shown in chat.
• New task and connector alerts can be sent via email; new controls for mobile app alerts.
• Call Routing Editor redesign with error checking and step highlighting.
• Inbound call activity export available.

Bug Fixes

• Fixed Directory loading error.
• M1 Tech labor selector displayed disabled accounts (resolved).
• DC Relay 1.7 Chrome Extension display issues fixed.

Notices

• 10DLC: All DC SMS traffic is registered and compliant; no customer action required. 

OktoRocket Release – November 3, 2024 (2.3.90)

Bug Fixes

• Fixed Directory loading error. 

OktoRocket Release – October 17, 2024 (2.3.79)

Enhancements

• Improved campaign management layout.
• New Tech RO list view optimized for mobile.

Bug Fixes

• Restored ability to delete campaign messages from list view after table system update.
• Fixed parts/labor search reports returning incorrect results. 

OktoRocket Release – October 13, 2024 (2.3.76)

Enhancements

• Admin call summary graph breaks out calls by location.
• Added support for direct numbers for SMS and calls.
• Vendor marking is now retroactive.
• Email-to-Task: Website email forms can generate tasks in DC.
• Calendar view available for Mitchell and RO Writer customers.
• DC Bookings: Same-day booking buffer prevents last-minute bookings. 

OktoRocket Release – September 16, 2024 (2.3.65)

Enhancements

• Missed call tasks auto-close when the customer is called back.
• Google Reviews auto-matched to customers by name; manual match remains available.
• New campaign email templates available.
• Booking Confirmation: Toggle email and SMS confirmations sent immediately after booking.
• Scheduler QR code accessible from scheduler setup.
• Optional disablement of check-in signature at global or location level.

Bug Fixes

• Resolved TM share window closing issues.
• Fixed missing conversions in First Time Call Conversion report.
• DVI Summary: Advisor names display correctly when groups are in use.
• Canned response permissions honor groups. 

OktoRocket Release – August 22, 2024 (2.3.50)

Enhancements

• Images can be added to canned messages (e.g., key drop or lockbox instructions).
• vCards can be added to canned messages; preview in Sites > Site Information.
• DC Online booking tool released (documentation forthcoming). 

OktoRocket Release – August 11, 2024 (2.3.47)

Enhancements

• New task layout with category grouping; new/unread messages float to top.
• Bulk-complete multiple tasks.
• On Demand campaign filter by vehicle make.
• Large images/videos from mobile auto-detected and sent as a link if too large for SMS.
• New Report: First Time Caller Conversion.
• Google My Business Integration available broadly (setup video linked).

Bug Fixes

• Resolved audience preview stalls for large campaigns.
• Better error handling for declined 360 Payments and single-use Text-to-Pay links.
• Fixed messaging interface rendering issues on mobile. 

OktoRocket Release – July 18, 2024 (2.3.33)

Enhancements

• Missed Call Tasks feature (enable under Settings > Communication Preferences). Missed call tasks update to voicemail when a voicemail is left.
• Granular report permissions (Report Permissions under user profile). If unset, user limited to default site.
• Reviews page shows weekly count and, for multi-location customers, the location name. 

OktoRocket Release – June 23, 2024 (2.3.25)

Enhancements

• Tekmetric share screens include notes next to phone numbers and star for primary number.
• Automated Text Replies now appear in the thread with a DC logo; suppression logic prevents auto-response within 24 hours if task was marked complete.
• Local users appear in the DC directory on phones.
• Users can disable audible alerts in profile settings.

Bug Fixes

• Technician webview reload preserves latest changes.
• Fixed transcript and Advisor IQ detail not updating when using next/prev.
• Extension Summary Report: Disabled accounts no longer appear in the call log instead of current users.
• Calls via call queues now trigger desktop call pops like direct/ring group calls.
• Miscellaneous bug fixes and stability improvements. 

OktoRocket Release – May 23, 2024 (2.3.12)

Enhancements

• Promoted 2.3.9 alpha features to all users.
• Call Summary Report updates: includes missed calls; filter by group and/or site; new table system improves sorting.

Bug Fixes

• Managers now appear in user filter list on Calls page.
• Certain files are now size-optimized to improve mobile/slow-connection load times. 

OktoRocket Release – May 16, 2024 (2.3.9 Alpha)

Enhancements

• Advisor RO search filters by RO number, name, and vehicle for open ROs.
• Added image rotation before saving.
• Image markup toolbar reordered to place arrow tool first; media manager opens zoom on click/tap. 

OktoRocket Release – May 12, 2024 (2.3.6 Alpha)

Enhancements

• Site-level Customer DVI display preferences (e.g., required items first or “tested good” first).
• Customer DVI view shows “Reason for Visit.”
• Advisor DVI view: natural inspection order or severity grouping.
• Photo info: “i” icon under a photo shows timestamp.
• Inspection definitions can include recommendations; page highlights items requiring photos/notes.
• SMS or Call a customer directly from the RO page without returning to RO list. 

OktoRocket Release – April 25, 2024 (2.3.0)

Enhancements

• Rolled out the merged admin/user portal to all users.
• First-time callers tallied in Call Summary Report, alongside vendor calls.
• After-hours SMS email alert with message content.
• Began migration to new table system for richer report control. 

OktoRocket Release – April 18, 2024 (2.2.288)

Enhancements

• Merged admin and user portal; Admins and Site Managers see Sites, Users, and Settings in left navigation.
• First-time callers and vendor calls tallied in Call Summary view; first-time callers tagged in call detail. 

OktoRocket Release – April 14, 2024 (2.2.287)

Enhancements

• Image markup tool defaults to thicker line; remembers last-selected tool.
• Canned messages support group visibility.
• Videos can be added to Vehicle Photos (useful for initial walkaround videos).

Bug Fixes

• Duplicate VIN warnings removed when editing an existing vehicle.
• Resolved intermittent DVI photo save failures.
• Advisor IQ Manager alert emails now send properly.
• Directory visibility respects groups. 

OktoRocket Release – March 22, 2024 (2.2.276)

Enhancements

• SMS task window dynamically links to an open RO related to the customer.
• AI Responses available for Advisor IQ customers.
• AI Prompts: Create new phone prompts using AI or Amazon Polly voices.
• Call log shows a missed-call icon (ring time but no talk time).
• Advisor IQ auto-tags incoming calls (e.g., scheduled, sale, lead, lost, status).
• Admin/Manager message view redesigned to match user-portal chat view.
• New image markup/annotation tool supports annotations before saving photos.

Bug Fixes

• Fixed Directory loading error.