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Changelog

Follow the news, improvements and new features launched on the platform.

February 2026

AI Onboarding

  • When you create your account, AI builds your sales funnel automatically
  • Library of funnel templates by segment (real estate, clinics, agencies, etc.)
  • Step-by-step guided tour on first use

Sophia: AI Assistant inside the CRM

  • AI widget that helps you operate the platform
  • Ask Sophia to create automations, funnels, tasks and leads
  • Query data: "how many leads came in this week?"

Partner Program

  • Full portal with dashboard, commissions and PIX withdrawals
  • Online courses with certificate
  • Ready-to-use marketing materials
  • Ranks with progressive commission

International Payments

  • Now accepts cards in Brazilian Real (BRL) and US Dollar (USD)
  • Redesigned checkout with CPF/CNPJ validation

Lead Scoring

  • Automatic lead scoring based on engagement
  • Hotter leads rise in the ranking
  • Automatic decay for inactive leads

Nurture Sequences

  • Multi-step automatic follow-up (WhatsApp)
  • Configure delays between messages
  • Stops automatically if the lead replies

NPS Surveys

  • Satisfaction surveys (0-10) via WhatsApp or email
  • Dashboard with promoters, passives and detractors

Sales Goals

  • Set goals per salesperson (quantity, value, leads, conversion)
  • Track progress in real time
  • Alerts when performance drops

Duplicate Lead Detection

  • The system identifies duplicates automatically (by phone, email or name)
  • Merge with 1 click — combines all data without losing anything

Product Catalog

  • Register products/services with price, cost and categories
  • Link products to leads with quantity and discount

Tasks

  • Create call, email, visit and meeting tasks
  • Link to leads or conversations
  • Required tasks per funnel stage

Visual Chatbot

  • Drag-and-drop builder to create flows without code
  • Works on WhatsApp, Instagram and Website
  • Nodes: message, question, condition, action, delay
  • Interactive list on WhatsApp

Omnichannel Chat Inbox

  • WhatsApp + Instagram + Website in a single inbox
  • Assignment by department (round robin or least busy)
  • Quick messages (pre-saved replies)

Automations

  • Create rules: when X happens, do Y
  • Triggers: message received, lead created, stage changed, won, lost
  • Actions: move stage, add tag, send message, create task, webhook

AI Agent

  • Virtual assistant that serves your customers on WhatsApp
  • Conversation memory — remembers context
  • Transfers to a human when needed
  • Audio reply (text-to-speech)

Global Search (Cmd+K)

  • Quick shortcut to search leads, conversations and tasks
  • Instant results with 1 click
March 2026

Official WhatsApp Cloud API (Meta)

  • Connect your WhatsApp Business directly through Meta
  • Works alongside WhatsApp via QR Code (you can run both at the same time)
  • HSM templates, interactive buttons and lists
  • Keeps your phone app working normally

Facebook Lead Ads

  • Connect your Facebook and Instagram ads
  • Leads captured automatically in the CRM
  • Map the ad form fields to Syncro fields
  • Choose which funnel and stage the lead lands in

AI Knowledge Base (RAG)

  • Upload PDFs, Word documents, spreadsheets and text
  • The AI agent searches your knowledge base before responding
  • More accurate, personalized answers for your business

Omnichannel Tags

  • The same tags work across leads, WhatsApp, Instagram and Website
  • Organize everything in one place

Feature Flags (gradual access)

  • New features are rolled out gradually to ensure stability
April 2026

Annual Plans with Discount

  • Annual plans with up to 10% savings
  • "Monthly / Annual" tabs on the subscription page
  • Completely redesigned checkout page

Link-shareable Reports

  • Generate a link to your report and share it with clients or managers
  • Optional password protection
  • Configurable expiration (7, 30 or 90 days)
  • Interactive charts: sales funnel, lead sources, team performance
  • Save as PDF directly from the browser with Ctrl+P

WhatsApp Message Templates (HSM)

  • Pre-approved messages by Meta to send outside the 24h window
  • Visual editor with real-time preview
  • Dynamic variables: client name, date, value, link
  • Manual send from chat or automatic via automation

Lead Capture Forms

  • 5 types: classic, conversational (Typeform-style), multi-step, popup and embed
  • Paste a <script> on your site and the form appears — no iframe
  • Popup with 4 triggers: immediate, time-based, scroll-based or exit-intent
  • International phone mask (250+ countries)
  • Conditional logic: fields show/hide based on answers
  • Customizable colors, fonts and logo

Smart AI Follow-up

  • The AI agent now respects the 24h WhatsApp window
  • Smart mode: sends text when the window is open, template when it closes
  • Template mode: always uses a pre-approved message

Automations with Official WhatsApp

  • New actions: send template, send buttons, send list
  • Available to those who connected the WhatsApp Cloud API (Meta)
May 2026

Dark mode

  • Light and dark themes across the entire platform, with an automatic option that follows your system.
  • Preference saved to your account — it applies on any device.

AI conversation analysis

  • The AI reads the conversation and returns a sales summary: what went well, what to improve, and ready-to-apply suggestions (move stage, create task, add tag).
  • History of every analysis plus a direct link to the full conversation.

Smarter AI agents

  • Continuous memory: they remember the customer context across conversations.
  • Improved knowledge base search, with answers that stay truer to your documents.
  • A "Train" button that extracts questions and answers from real conversations.

Use your own AI key

  • Each agent can use OpenAI, Anthropic, Google, Groq, Deepseek, or a local model.
  • With your own key, usage does not consume your plan's token quota.

A chat that feels like WhatsApp

  • Reply by quoting a message, edit within 15 minutes, and delete for everyone within 2 days.
  • Deleting the conversation in the CRM also deletes it on the connected phone.

Quick replies with media

  • Audio, PDF, video, and a gallery of up to 10 photos in sequence, all in one click.
  • Variables for name, company, email, and phone.

Reach out to the customer first on WhatsApp

  • Start the conversation with someone who never messaged you — from the kanban, contact record, or chat.
  • On the official number, it automatically opens the approved template once the 24-hour window has closed.

Multiple deals for the same contact

  • One customer can have more than one deal, across different pipelines, without duplicating the record.
  • A "Deals" tab with totals won, open, and history.

Sales cycle in the dashboard

  • Average time to close, broken down by salesperson and by source.

Privacy & LGPD

  • Account deletion from the dashboard itself, confirmed by a code.
  • Cookie banner with real tracking blocking until consent is given.
June 2026

Sign in with Google

  • One-click login and sign-up, with redesigned access screens.

New automation editor

  • If/Then branching: different paths for "yes" and "no".
  • Export and import automations as a file.
  • New triggers: "stuck in stage with no reply" and "repeat every X days".

Meta Ads end to end

  • A "Came from an ad" card in the conversation and the contact record, with campaign, ad set, and ad.
  • Sending conversions to Meta (Lead and Purchase) via Conversions API, to optimize campaigns with real sales data.

Search messages in chat

  • Search by content within the conversation, jumping straight to the passage.
  • Global search across all conversations from the four channels.

Attendance confirmation over WhatsApp

  • The reminder asks the customer to confirm; the reply records the status and frees up the slot on cancellation.
  • Reminders with custom times and a message preview.

Tasks and scheduling in the chat sidebar

  • Create a task, schedule an event, schedule a message, and enroll in a sequence without leaving the conversation.

Synced tags and notes

  • A tag on the conversation appears on the contact (and vice versa); a chat note becomes a note on the record.

Redesigned reports

  • Comparison with the previous period, a source chart, and the sales cycle on a timeline.

One email, multiple accounts

  • Access several companies with the same login, choosing the account from a selector.

Other improvements

  • Automatic recovery of the WhatsApp session (no more manual "reconnect").
  • Instagram: reels, stories, and mentions right inside the conversation.
  • Bulk sending from the official number with an approved template.
July 2026

Your AI talking to the CRM (MCP)

  • Claude, ChatGPT, Cursor, and other agents access the CRM with your key and create leads, move stages, create tasks, and send WhatsApp messages.
  • Automations, chatbots, and pipelines can also be created and edited by AI.

Facebook Messenger in the inbox

  • A fourth channel, alongside WhatsApp, Instagram, and the website chat: receive, reply, create leads, run chatbots and automations.

Chatbot and AI on the official number

  • The chatbot and AI agent now work on the Meta Official API too.
  • Exclusive features: buttons, list, link button, header, and footer.

Far more complete reports

  • Eight new blocks: tasks, stage-by-stage conversion, goals vs. actual, NPS, service, nurturing, lead scoring, and broadcasts.
  • Also on the public link and the automatic report over WhatsApp.

Bulk kanban

  • Select multiple cards to move stage, remove from the pipeline, add a tag, and assign an owner all at once.
  • Import with a live progress bar that respects your plan's limit.

WordPress plugin

  • Capture from Fluent Forms, Contact Form 7, WPForms, Gravity Forms, and Elementor straight into the CRM, with UTM.

ZenFisio integration

  • Patients become contacts, the clinic's schedule is mirrored in the CRM, and the appointment reminder goes out over WhatsApp.

The customer in control of the conversation

  • "Stop the bot", "talk to an agent", and "unsubscribe" are recognized automatically, with a badge and a reactivate button.

Transparent checkout + coupon

  • Payment by PIX or card without leaving the platform, with a discount coupon on the first month.

Other improvements

  • Someone who fills out a form and then messages on WhatsApp no longer becomes two records.
  • More robust contact import (10 MB, readable errors, an invalid phone no longer breaks the spreadsheet).
  • Guided tour and support chat inside the platform.
August 2026

AI agent analytics

  • Runs per day, success rate, response time, tools used, and failure reasons.
  • Service outcome, appointments generated, intents, transfers, and cost per period.

Task alerts

  • An in-platform alert X minutes before the task, showing everything about to come due.
  • A daily summary over WhatsApp at the time you choose.

Stage automation from anywhere

  • Changing the stage from the contact record, chat, API, AI, chatbot, or website now triggers the automation (before, only the kanban did).

Stages with a required activity

  • The contact record shows what's missing to leave the stage, with the real name of the pending activity.

Settings with a side menu

  • The tabs became their own side menu, making each section easier to find.

Improved contact import

  • The notes column is imported too, tags are split correctly, and the same wizard works in the Kanban and in Contacts.

Other improvements

  • Audio on the official number no longer gets lost; it warns you when the file doesn't arrive.
  • The chatbot's "Question" node opens the options on the first click.