Attaching Agent Notes to Interactions

Criteria definitions now support markdown

Your criteria definitions just got a formatting upgrade. You can now use markdown—headings, bullet points, links, bold text—to make your definitions clearer and easier to scan. No more walls of plain text.

Appointment notes in interaction docs

For integrations that support it, appointment notes now appear in your interaction documentation. When reviewing a call, you'll see what appointments or notes were associated with that customer, giving you the full picture without switching systems.