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.