Added​

• Arbox adapter — documentation for getCustomerDetails, newOpportunity, openTask, and the scheduled sendReminders batch method (configured as a CrmMethodTask, with a real Sun–Thu / Friday class-reminder example, supported reports, and the filter operators). Includes the crmConfig fields (apiKey, server, customIdField, vendorsToken), the official Arbox API reference link, and onboarding steps for obtaining the API key.

Changed​

• Rapid adapter onboarding — added a step for obtaining the default price list (defaultPriceListCode) via Rapid's "Get Default Price list" endpoint, noting it's required for the appointments flow only.

Added​

• Rapid Appointment Bot recipe: new Bot Recipes entry covering the whole flow. Asks who the appointment is for and identifies the patient (chat phone, an explicit phone, or ת.ז), shows existing appointments or books a new one, walks treatment plans or the branch/department/service/doctor funnel with 0 / 1 / many handling, searches slots by timeframe (including a weekday-aware "next week") with paging, and creates new patients only at the moment of booking.
• Rapid adapter page: the Appointments section now links to the new recipe for a ready-to-paste implementation.

Added​

• Q-AI Bot documentation — a new section on Texter's AI assistant: how it works, its knowledge base (RAG) with file and website sync, the response schema, the Abandoned Bot re-engagement system, per-project settings, onboarding, and troubleshooting.

Improved​

• Category landing pages — Bot YAML, Node Types, Q-AI Bot, and Tools now open to a card-style index of their pages instead of just expanding the sidebar.
• Introduction — refreshed to cover the Q-AI Bot, Tools, and the Scenario Marketplace alongside the existing YAML reference.

Added​

• unsubscribe chat func — new doc covering the func that sends the unsubscribe confirmation and resolves the chat in one step, with the on_failure → label flow recommended for legal-binding visibility.
• Rapid Basic Bot recipe — new copy-paste starter under Bot Recipes: greet, getCustomerDetails, branch to a service menu for existing customers or newOpportunity + name collection for unknown senders, then working-hours-aware handoff.
• Rapid disableSystemEvents — new newOpportunity param, defaults to true so Rapid's new-lead system event doesn't escape the bot mid-conversation with a template send. Pass false to re-enable.
• matchExpression node-traversal example — new example for branching on which earlier node(s) the chat passed through, using exists(%state:node.X%).

Improved​

• sendWebhook injectOAuth — documented the real object shape (service, header, tokenPrefix) instead of treating it as a flag, listed the supported services, and added a Salesforce example with Authorization: Bearer ….

Fixed​

• Partner-bundle seed inputs — values like "שם הקליניקה" on the Optima bundle in the Templates Import tool now persist to localStorage so they survive reloads.

Added​

• Tazman newOpportunity V2 — new section covering the V2 endpoint with an expanded param list (name_f, name_s, birthday, sex, add_sms_phone1/2, ext_acc_id, invoice fields, plus reshaped tags and additional_fields arrays).
• apiVersion config — new crmConfig field; set to 'v2' for every new Tazman customer. Legacy V1 path is retained for back-compat only.

Added​

• Shopify adapter — documentation for getCustomerDetails, getActiveOrders, and getOrderDetails, plus the per-store crmConfig (server, accessToken, storeName) and the Admin API token onboarding flow.

Added​

• Onboard AI Bot tool — new tool at /tools/onboard-ai-bot that runs the AI customer onboarding workflow end-to-end (vector store, Drive folders, default prompt, scenarios import) and surfaces success/error with a link to the n8n executions log on failure.
• Rapid partner bundle — new financial-document template with a document header.

Improved​

• Provet adapter — removed misleading YAML examples for appointmentReminders and sendReminders (scheduled-task-only); points at the Provet Task Editor and a JSON CrmMethodTask example instead.
• Remember Last Agent scenario — now also stores latestAgentEmail alongside UID and name.

Fixed​

• Rapid createUpdateCustomer — documented the required params that were missing.

Added​

• Airtable adapter — full documentation for getCustomerDetails, newOpportunity / createRecord, and updateRecord, including the required crmConfig (baseId, tableId, viewId, authToken, phoneColumn), per-call overrides for base/table/view, and notes on the auto-injected phone column.
• Rapid crmGetFields — undocumented op that returns the hardcoded Hebrew status list used by Texter's changeStatus dropdowns.
• Senzey crmConfig — config table (server, username, password) was missing from the page; now included.
• Tazman crmConfig — config table (server, token, plus the four result*Field overrides) was missing from the page; now included.

Fixed​

• Rapid crmGetAppointments — datesRangeTo is a window length in days, not an end-day index (0, 14 searches today through 14 days out).
• Rapid crmCreateAppointment — result is crmData.appointmentId (string), not an array.
• Rapid uploadFile — result now documents crmData.uploadedFile shape.
• Rapid closeTicket — returns on_failure when crmData.cardCode is missing (was vaguely worded).
• Senzey getCustomerDetails — deepLink is only set when user_type is 2 or 3; the adapter always sends incl_pclient=TRUE so both clients and potential clients are searched.
• GoogleSheet getCustomerDetails — dashed phone variant assumes Israeli format; raw CSV columns spread onto crmData after mapped fields can overwrite name / phone / id / status if column headers collide.
• Powerlink — showDuplicates fires on a single contact-fallback match too (not only on multi-account matches); displayExistingData writes accountid (lowercase) regardless of the config-key casing; setOwner failure conditions documented.
• Provet — removed the closeTicket section; the op is effectively a no-op that doesn't call Provet at all.
• Lead.IM — display-mode edge case where crmData exists without aid/lid (or pp_aid/pp_lid) still returns success but with no id and a bare-base deepLink.
• Salesforce getCustomerDetails — warned that contactObjectCustomFields is a total replacement of the default field list, so omitting Id / AccountId / Name / etc. silently drops the corresponding crmData keys; crmData.Accounts is a numeric-keyed object, not an array.
• Zoho — orgId is optional (only used to build deepLink); documented fieldsOverride and its total-replacement caveat; clarified that an empty-row query returns success: true with crmData.queryResult: {}, not on_failure.

Added​

• CPA Assist adapter — read-only getCustomerDetails for on-prem CPA Assist instances used by Israeli accounting offices, with an onboarding flow that wires up the CPA Assist partner-template bundle and the existing CPA Assist Bot recipe.
• Manavate adapter — documentation for getCustomerDetails, newOpportunity, and openTicket / closeTicket (transcript-as-ticket), including the c_* param convention for Manavate custom fields.

Added​

• Export mode — new tab that downloads every WhatsApp template from a Texter account as JSON, either as a <projectId>_templates.json file or printed inline for copy-paste.
• Partner Bundles — third input mode that opens a picker for pre-built starter sets: Rapid (15 templates for clinics on Rapid), Optima (5 templates for dental clinics on Optima), and CPA Assist (2 templates for accounting offices). Tick a bundle or individual templates, hit Save.
• Inline template editing — each partner template can be expanded in the picker to edit title / name / body before importing.
• Seed input for Optima — single field above the templates that string-replaces every שם הקליניקה placeholder across the selected templates on Save.
• Draft mode — submit-mode toggle that creates + localizes templates without submitting for WhatsApp approval, so they stay editable in the Texter UI.
• Paste JSON mode — alternative to file upload; parses on each keystroke.
• Per-call progress + error summary — bars advance per API call (not per template), with a configurable delay between every call to dodge rate limits and an end-of-run errors list naming each failure.
• Help tooltips — every config field shows a ? button with field-specific guidance, including the required Texter API scope.

Improved​

• URL — slug is now /docs/templates-import-export. Old /templates-import and /docs/tools/template-json-import redirect.
• Progress UI — outcome-driven colors (green / orange / red / striped grey), and the Result/Progress card height tracks the form card so the bottoms stay aligned.

Added​

• Unsubscribe Phones — new tool at Tools → Unsubscribe Phones for bulk-unsubscribing phone numbers from a Texter environment. Paste a comma-separated list or upload a CSV (phone column), capped at 5,000 per request. Pre-flight probe aborts on auth / config / unreachable-instance errors with one clear message; otherwise the result panel shows per-number outcomes with HTTP status and reason.
• Bot Recipes — new section under Bot YAML with copy-paste-ready snippets for common starter bots: AI Bot (external-bot wiring + AI_TEST command), CPA Assist Bot (mandatory CPA Assist starter, includes the nodes routed by partner templates), Optima Bot (meeting-reminder webhook handler), and Handoff Only Bot (forward everything to a human).

Added​

• Template JSON import — page at Templates Import / Export: enter project ID, API key, and WhatsApp account ID; upload JSON (array of templates, a templates wrapper, or a single object); optional keep-names, suffix, and delay between creates; live log and per-phase summary. Old /templates-import URLs redirect here.

Added​

• Set Display Name — new page under Func / Chat covering setDisplayName: required displayName, plus optional setOnlyIfEmpty, maxLength (1–255), and onOverflow (truncate / skip / fail). Examples include setting from collected first+last name, only-if-empty (don't clobber WhatsApp profile names), CRM-lookup with cap, strict-fail for re-prompt flows, and clearing the value.

Fixed​

• YAML Overview — chat row now lists setDisplayName; the dataStorage row uses the real func_ids (get / set / list / delete) instead of the stale getData / setData / listData / deleteData labels.

Added​

• (SUB) Chat Pending — webhook fires when a chat moves to pending (waiting for a human agent).
• (SUB) Chat Resolved — webhook on any resolution, with the full chat payload.
• (SUB) Chat Resolved by Agent — same as above, filtered to human-driven resolutions only (exists(agent.uid)).
• (SUB) Chat Resolved by Bot — bot/auto-resolve only.
• (SUB) Chat Labels Updated — fires whenever labels change on a chat, with the new label set.
• (SUB) Specific Label Added — narrower variant that only fires for one configured label.
• (SUB) External Bot Enabled / Disabled — pair of webhooks for externalBot flips, useful for AI handoff observability.
• (SUB) Channel Health Problem Created / Resolved — alert/recovery pair for channel health events.
• New trigger labels — Channel Health Recovered and Chat Labels Updated added to the marketplace display map, with matching icons.
• on-pending / on-labels scenario tags — registered in the add-scenario skill taxonomy so future scenarios can reuse them.

Improved​

• updateCrmData docs — full rewrite to match the Func reference style. Each mergingMode (replace, assign, merge, defaults, defaultsDeep) now has a worked Before / After JSON example showing exactly what survives and what doesn't, plus a dedicated "reset crmData completely" example. merge is called out as the default.
• Data Storage Overview — restructured as a short concept page: the four functions (get / set / list / delete), the collection + key model, output paths on %state:node.<name>%, TTL rules, and a single Limits table.
• get / set / list / delete pages — rewritten consistently. Output JSON shapes shown explicitly so it's clear how to read .data and .items.
• get "not found" pattern — clarified that a missing or expired record routes to on_complete with null in state (it is not a failure). Pairs with a follow-up matchExpression using exists(...) for the existence check.
• set TTL cap — documented the 7-day maximum.
• delete failure semantics — documented that missing/expired keys raise an error and route to on_failure.

Fixed​

• func_id values — corrected across Data Storage docs: get, set, list, delete (the docs previously suggested getData, setData, listData, deleteData, which would not match the bot engine's function registry).
• listData total — corrected to reflect the upcoming fix: total counts non-expired items on the current page (equal to items.length), not the raw collection count. The existence-check example uses total against the first page.

Added​

• Data Storage — new Func subsection with an overview plus pages for getData, setData, listData, and deleteData (func_type: dataStorage): collections, keys, TTL, tags, and when to use them instead of storeValue or chat crmData.
• updateCrmData — chat-level documentation for merging or replacing crmData on the current conversation, including the allowed mergingMode values.

Improved​

• YAML Overview — Func table lists dataStorage and links the new overview; chat row includes updateCrmData.
• Data Injection Providers — documents state:node paths for data-storage node outputs.
• Parse CRM Data — points to updateCrmData when you need structured writes beyond regex capture.

Added​

• Multi-select scenario filters — pick more than one tag; matching defaults to OR (any selected tag) with a Match all checkbox that switches to AND when 2+ tags are active. An active-filters strip below the chip row shows the current selection with × removable chips and a one-click Clear all.
• Q-AI: Disable External Bot On Pending Chat — 7th scenario in the Q-AI suite. Fires when a chat is set to pending (e.g. an agent reassigns to another agent during an AI session) and ends the AI handoff cleanly.
• Remember Last Agent on Chat Assigned — writes the assigned agent's UID and display name into the ChatsLastAgent data storage collection so a bot or follow-up scenario can route the next inbound message back to the same agent. Configurable collection name, TTL (max 7 days), and stored fields.
• data-storage tag — applied to every scenario that reads or writes data storage (the SLA suite, plus the new last-agent scenario), so the marketplace filter can surface them as a group.
• preserveOriginalAttachmentFilenames — new sendEmail parameter. When true, email attachments use the original uploaded filename (falling back to the file's stored originalName, then to the message caption) instead of the chat caption. A new Attachment filenames section in the Send Mail page documents the behavior.
• parseJson transformer alias — accepted as a synonym for jsonParse. Both names work identically.

Improved​

• Filtered scenarios sort alphabetically — the marketplace still shuffles for discovery when no filters are applied, but as soon as a search query or tag is active the list switches to alphabetical order.
• Send Mail params layout — required and optional parameter lists are now tables with a dedicated Default column for optional params, matching the tables used elsewhere on the page.
• Landing page performance — removed a hero background animation that was causing scroll lag on 120 Hz Macs. All static visuals (gradient, glow, grid lines) are unchanged.

Fixed​

• Sticky navbar — the top navigation no longer disappears when scrolling.
• Mobile hamburger drawer — multiple bugs resolved on phones: the drawer now has an opaque background instead of bleeding through to the navbar, covers the full viewport width (previously left a strip of the page visible on the right), and its secondary sub-menu panel slides in cleanly over the primary one (previously left a gap on the side).

Improved​

• Transformers (get) — new tip with a jsonParse → get(...) chain for drilling into API response strings, plus a short inline comment on the evaluated result.
• crmData example — uses a Hebrew field name so dot-path access with get reads clearly for localized CRM payloads.

Added​

• Shared Markdown component — GFM rendering with Docusaurus internal links, optional hard line breaks for multi-line snippets, and an optional click handler (used by Ask AI to close the panel when you follow an in-site link).
• Scenario Marketplace — each card’s main description and “What to configure” items support Markdown: links, emphasis, inline and fenced code, and lists, with tuned styles for body text and inline code.

Improved​

• Ask AI — assistant messages use the shared Markdown layer so link behavior matches the rest of the site.
• Scenario copy — broad pass on marketplace text for clearer SLA, Q-AI, Salesforce, Rapid, and cron setup guidance, including cross-links to Data Injection, Notify, and related docs.
• YAML Adapters sidebar — Salesforce appears before Senzey in the docs navigation order.

Improved​

• Provet adapter — expanded onboarding material, task editor tool usage, and command reference so support teams can wire Provet flows with fewer guess-and-check cycles.
• Navbar and footer — layout tweaks for clearer hierarchy and consistency with the rest of the theme.
• General UI — small polish passes on shared components and styling for a steadier look in light and dark mode.

Added​

• Homepage hero redesign — premium landing hero with glow + subtle animated grid background and polished CTA buttons.
• Homepage feature cards — new glass/white card grid with icons, hover lift, and clearer hierarchy linking into key docs areas.
• Navbar search — search is now available directly in the top navbar.

Improved​

• Dark + light theme cohesion — updated shared theme tokens so switching themes keeps the homepage and cards looking consistent and premium.
• Scenario Marketplace visuals — improved card hover shadow to follow the active theme primary color.
• Scenarios header (dark mode) — upgraded the hero background to match the new dark aesthetic.

Fixed​

• Search bar overlap — removed the extra keyboard badge styling that conflicted with the search UI.