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

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.

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.

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

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.

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.

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

Bug Fixes

• On Demand Average RO Filter: Now functions properly across deployments.

• Mobile Voicemail Badge: Notification count updates after listening.

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.

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.