Shipping, constantly.

Behavioral intercept, intelligent upsells, and AI revenue

The timed auto-open trigger is replaced by behaviour: the widget opens once per visit on checkout hesitation or a cart add, with an AI icebreaker or a complementary upsell, and pings your team as an AI Spotter alert. Product pages get proactive upsell bubbles, and Insights now reports revenue and orders attributed to the agent.

• Behavioral intercept (Growth+) with optional high-intent URL substrings; checkout, cart, and pricing always included.
• Intelligent upsells on product detail pages, shown as a bubble when the widget is closed; no reply quota used.
• AI Spotter push event in the alert policy.
• AI revenue and AI orders in Insights for Shopify and WooCommerce.
• Agent behavior page reorganized: one About the business field, a Playbook with site instructions and sales notes, and a single Boundaries field.
• Separate mobile widget layout, header title and subtext, and a loader.js embed that updates itself.
• Site-wide security audit: scoped Realtime tokens, tighter row-level security, rate-limited widget endpoints.

Widget layout controls, logo crop, and a monochrome dashboard

Put the bubble where you want it, crop logos in place, and pick a dashboard theme. The whole product moved to a black-and-white design system with light, dark, and soft modes.

• Bubble position (left, center, right) with pixel offsets from the edges, 0–200px.
• Logo upload now includes an in-browser crop step and cache-busts every replacement.
• System, Light, Dark, and Soft themes per device from the account menu.
• Custom checkboxes and toggles that read correctly in every theme.

Shopify recognizes logged-in customers

Storefront shoppers who are signed in are identified through the Shopify App Proxy, so the agent can look up their orders without asking for an order number and email. The Deploy page switches to the matching Liquid snippet automatically.

Post-purchase actions for Shopify and WooCommerce

The agent can now cancel unfulfilled orders, update a shipping address, and open return requests — each action off by default, only for logged-in customers, and only after the visitor confirms in chat.

• Refund-to-original or cancel-without-refund modes for cancellations.
• Same-region guard on address changes so shipping and tax stay valid.
• Guests stay read-only or get escalated to your team.

Inventory map for connected stores

A compact map of your catalog — families, colors, price bands, active SKU count, and cross-sell rules — built from Shopify or WooCommerce and read by the agent before every sales answer. Large stores export in the background.

Per-page knowledge control and crawl-failure alerts

Every crawled page has an In search / Excluded switch, so an outdated post can stay crawled without being cited. Failed crawls now surface the reason on the Knowledge sources page and as a push or email alert.

Agentmatica as an MCP server

Point Claude, Cursor, or your own agent at one JSON-RPC endpoint to search these docs, compare plans, generate checkout links, and inspect the agent behind an API token.

Notion sync, Zendesk tickets, and signed webhooks

Three new integrations: pull Notion pages and databases into the knowledge base, open Zendesk tickets on leads and escalations, and receive HMAC-signed lead.captured and conversation.escalated events at any URL.

Live site tools and site instructions

The crawler now spots interactive controls on your site — search boxes, availability checkers, quote calculators, store locators — and proposes them as tools the agent can drive in the visitor's own browser. It also reads an llms.txt Agent instructions block into reviewable modules. Nothing is enabled until you switch it on.

Agent type and customer context

Agents detect whether they serve a store, a booking business, a SaaS product, or a general site and lead accordingly — override it under Settings. Identified store customers now show up with their context in the live monitor.

Widget visibility rules and allowed domains

Hide the widget on checkout, account, or legal pages with a URL list, flip it off everywhere with one switch, and restrict which domains may load it. All on the new Deploy page.

Live directives and silent sales alerts

Coach the AI mid-chat with private directives — promotions, talk tracks, policy overrides — without the visitor ever seeing the coaching. High-value and at-risk conversations can alert your team silently while the agent keeps the conversation warm.

• Up to 5 active directives per conversation, each 1,000 characters, toggle or delete any time.
• A directive timeline in the transcript shows when coaching was added and whether the AI acted on it.
• Optional immediate re-reply when coaching lands mid-conversation.

Proactive sales assist and follow-up suggestions

Sales coaching on every reply for store agents, standing business directives, and three visitor-phrased follow-up chips after each substantive answer.

Character-based metering and self-serve billing

Indexed pages are now metered as 4,000 characters per page across websites, files, and snippets. Change plans with a proration preview, schedule downgrades for period end, cancel and resume in place, and turn on Surge Protection to keep answering past your reply quota.

Workspace roles with real permissions

Owner, admin, editor, and viewer now map to concrete rights: only owners touch billing, editors build agents, viewers read. Enforced server-side and in the sidebar.

Live chats with human takeover

Watch conversations as they happen and step in mid-chat. The AI pauses while you type, and the widget can tell the visitor a team member joined.

Hosted chat page + share links

Give any agent a public URL with your own slug — full-page chat, no embed, no account. Handy for DMs, QR codes, and email signatures.

File uploads & text snippets

Add PDF, DOCX, TXT, or Markdown to the knowledge base — parsed in your browser before import — or paste a snippet directly. No public page required.