We've had another busy week of updates focused on the places where speed and trust matter most: answering calls, sending emails, getting form submissions into the right workflow, and keeping integrations from getting in your way.
Early Access
Did you know you can opt in to the latest and greatest from the LeadSimple Product Team?
Starting this week, admins can now opt their account into Early Access from Company Settings, starting with the newer Inbox navigation and filter experience.
New and rolling out
- π€ LeadSimple's AI Agent for Phone & Inbox is moving into early access. Designated phone numbers can use AI voice handling and optional AI text replies, with shared instructions, lead routing settings, and a knowledge base to guide responses.
- π‘οΈ AI text replies stay off by default and are enabled per number. Recent human replies pause the agent, and opt-out or media-only messages are saved without an automatic AI response.
- π Jotform can now create Operations processes, not just CRM leads. Form submissions can start the right process type, attach the submitter in the selected contact role, and use duplicate handling scoped to open matching processes.
Phone & Calling
- π Ring groups and multi-device calling are more dependable. When one teammate answers, declines, or clears a call, other devices should stop ringing instead of getting stuck in phantom call states.
- π We fixed cases where calls could connect with one side hearing silence.
- π Ported LeadSimple phone numbers now avoid routing loops when that number was also set as a user's notification number, and the matching user is automatically connected to that number.
- π Old phone.leadsimple.com bookmarks now redirect to the Phone settings page.
Inbox, Email & Notifications
- βοΈ Starting a new email in Inbox no longer pulls in an unrelated old draft. Standalone drafts are now recoverable from the Drafts tab instead of hiding in the background.
- π Workflow email templates keep their attachments more reliably when drafting and sending.
- π§Ύ Email templates preserve paragraph breaks after send, so owner and tenant messages look the way they were written.
- π Duplicate-lead notification emails can now be turned off where teams do not want that extra noise.
- π¬ Daily agenda emails are more resilient when a user has tasks connected to archived pipelines.
Integrations
- π AppFolio and Rentvine settings save more reliably after fixes to an issue that could block integration setup or property-group configuration.
- ποΈ Rentvine sync now handles deleted or missing pipelines more gracefully instead of failing the whole sync.
- π Calendly sync has stronger webhook verification support.