Added a taxonomy code/GUID column and search capability to decision status configuration, making it easier to view and filter statuses by their taxonomy codes.

Added an autocomplete dropdown picker for configuring Required If validation rules on form fields, improving the experience when setting up dependent field conditions.

Added error handling and rule attribution to Intelligent Automation decisions, making it easier to see which rule was responsible for a decision and what went wrong when an evaluation fails.

Added the ability for administrators to delete submitted letters of recommendation on un-submitted applications, making it easier to correct or replace documents before a reviewer sees them.

Resolved an issue where newly created decisions experienced delays before appearing in search results.

Resolved an issue where students who created an account via the "Create an Account" flow were redirected back to the account creation page instead of being taken directly to their application after logging in.

Resolved an issue where the signature date on Info Request confirmation documents was off by one day.

Resolved an issue where application fraud evaluations would occasionally fail to complete, requiring users to manually re-run the evaluation to get results.

Resolved an issue where filtering information requests by a specific application decision was not working correctly when a student had multiple submissions of the same application type, making it difficult to isolate results for a particular term.

Resolved an issue where applications marked as fraud were not appearing when using the fraud filter in the Decisions view, even though they were correctly filterable in Segments.

Resolved an issue where file uploads on Request Information forms with multi-upload fields failed immediately with an error, preventing users from attaching documents such as PNG or DOCX files.

Resolved an issue where students could submit an application without completing a field configured with "Required If" conditional validation, allowing required fields to be bypassed during submission.

Resolved an issue where refreshing the appointments page during the login flow bypassed required authentication.

Resolved an issue where incorrect available time slots were displayed when scheduling appointments from a student's profile.

Resolved an issue where a magic link was not sent to students who attempted to log in to book an appointment using their school or secondary email address.

Resolved an issue where contacts who had unsubscribed continued to receive marketing campaigns due to a case-sensitive email check that failed to match their unsubscribed address.

Resolved an issue where team appointment pages displayed inaccurate availability times that did not match individual team members' actual schedules, causing booking errors when users attempted to reserve a displayed time slot.

Updated the voice transcription model used for agent phone and messenger conversations, improving the accuracy and reliability of conversation transcripts.

Resolved an issue where voice mode was enabled in a Bolt Agent even when no voice option had been selected, causing unexpected behavior during student interactions.

Resolved an issue where Bolt Agents returned an error message instead of the correct value when attempting to retrieve data from a student's custom field.

Resolved an issue where the voice agent occasionally produced inaccurate live transcriptions, displaying incorrect text that did not match what was actually spoken during a conversation.

Resolved an issue where the Staff Agent did not generate the correct number of email and SMS assets when creating drip campaigns.

Updated Bolt Agent jobs to allow the Close Conversation on Send toggle to be edited after a job has been created, giving staff more flexibility to adjust this setting on existing jobs.

Added the ability to configure transfer numbers at the job level for Bolt Agent Jobs, giving more granular control over how calls are routed to a human during agent interactions.

Resolved an issue where agent job approval requests displayed an application's internal system ID instead of its readable name, making it difficult to identify which application required review.

Resolved an issue where Bolt Agent Jobs were providing incorrect or placeholder values when referencing custom field data during a student interaction, rather than reading the actual field value.

Resolved an issue where internal users without Bolt Agent Jobs permissions were still able to create Bolt Agent Jobs through the Bolt AI assistant, bypassing the intended access controls.

Resolved an issue where a Bolt Agent job would unexpectedly end a conversation with a student before completing all intended interactions.

Improved the daily sync process for website and URL sources to reduce the number of calls required when fetching the sitemap.

Resolved an issue where website-type knowledge sources failed to display URLs from sitemaps when the XML response was not gzip-compressed.

Resolved an issue where file upload previews displayed blank screens in the Knowledge Hub, even for previously working files.

Resolved an issue where PDF files uploaded to the Knowledge Hub were not being processed or learned by the agent, causing uploaded document content to remain inaccessible during conversations.

Resolved an issue where a workflow's email send action appeared empty with no campaign selected, yet emails were still being sent to enrolled contacts.

Resolved an issue where records who had unsubscribed still received marketing campaigns due to a case-sensitive unsubscribe check.

Resolved an issue where the calculated segments free limit was incorrectly displayed as 100 instead of the correct value of 250.

Resolved an issue where adding a new Email Signature token in Campaign Token settings caused a blank row to appear in the table until the page was refreshed.

Resolved an issue where Alerts and Cases profile cards could be resized to a column width too narrow to display their content properly.

Updated the transcription model when using Agent Voice Mode on messenger and phone calls. This new model brings additional accuracy to transcriptions.

Added a "Contact Assignee" option to conversation rule assignments, enabling dynamic routing of conversations to the internal user who owns the contact record rather than requiring a static assignment to a specific user or team.

Added a new setting that prevents call recording from being disabled by individual users, ensuring compliance for institutions that require all calls to be recorded.

Resolved an issue where Bolt Agent chat responses displayed markdown heading syntax as plain text instead of rendering it as formatted content.

Resolved an issue where transferring a conversation to the WhatsApp channel would cause the interface to freeze and prevent staff from composing or sending messages.

Resolved an issue where the AI writing tool included markdown formatting characters in SMS message responses, resulting in visible asterisks and overly long replies for text-based conversations.

Resolved an issue where course terms were not displayed in chronological order.

Added guidance text to the Imported Semester settings for Canvas, Blackboard, and OpenLMS integration pages, informing users how to configure term codes correctly and linking to the relevant Help Center articles.

Added new export mappings for recommender name fields, making it easier to include recommender first and last name data in export workflows.

Resolved an issue where exports returned incorrect evaluation dates for certain records, displaying a date one day earlier than the value shown on the contact profile.

Resolved an issue where segment filter fields failed to load and appeared blank when a segment contained a large number of configured filters.

Resolved an issue where the Management Insights Dashboard displayed an outdated "last updated" date when filtering by a specific primary team.

Resolved an issue where the Viewed Page filter was not functioning correctly when building segments, causing inaccurate segment membership results.

Resolved an issue where exported files did not reflect the correct evaluation date for records.

Resolved an issue where attempting to save a calculated field without a formula returned an error instead of providing a clear validation message.

Resolved an issue where webhooks were executing multiple times for a single trigger event, causing duplicate actions in connected tools.

Resolved an issue where document imports would sometimes create duplicate documents when processing the same file.

Resolved an issue where document imports would fail with an error during file saving, preventing files from being imported successfully.

Resolved an issue where the "Assigned To" filter option was no longer available in the Documents Bin, preventing users from filtering documents by their assigned reviewer.

Resolved an issue where PDF files exported from the Documents Bin to Google Drive were incorrectly saved with an appended .xlsx file extension.

Updated help text on the Event Site filter page to clarify how Category and Type filters interact, explaining that events appear if they match either a selected category or type.

Search results for events are now ranked by relevance, with matches in event titles scored higher than matches in descriptions.

Added payment status filtering to the event attendee list and segment filters, allowing staff to quickly view and filter registrants by Paid or Pending Payment status without manually reviewing individual student profiles.

Improved error messaging on event registration forms with access rules so that students who do not meet access requirements now see a clear, descriptive error message.

Resolved an issue where event registration forms returned validation errors on non-required fields, preventing successful form submission.

Resolved an issue where event URLs with tracking parameters continued to attribute activity to deactivated contacts and allowed continued access to event pages.

Resolved an issue where the Event Check-In default time was incorrectly set.

Resolved an issue where completing SSO login during event registration redirected users to the Events home page instead of returning them to the specific event they were registering for.

Resolved an issue where the payment fields and buttons were not appearing in the event registration payment popup, preventing users from completing event fee payments.

Resolved an issue where clearing date filters on the event site did not refresh the displayed results, preventing users from viewing all available events after removing a date selection.

Added folder organization to Forms, allowing users to group and manage large numbers of forms into logical categories for easier navigation and performance tracking.

Added minimum and maximum word count validation for text area fields, allowing you to enforce response length requirements directly on your forms.

Added a new setting to save default values for hidden fields, so those values persist on form submission even when the field is not visible to the respondent.

Resolved an issue where form intro text appeared misaligned when viewing forms via magic link, despite displaying correctly in the form builder preview.

Resolved an issue where the "Send Submission PDF to Applicant" option was incorrectly appearing on standard forms where it is not applicable.

Resolved an issue where hidden fields with the "Show in Preview Document" option enabled were not appearing in the preview document.

Resolved an issue where hidden fields on Info Request forms were not appearing in the generated PDF even when the "Show in Preview Document" option was enabled.

Resolved an issue where the Change Password dialog would unexpectedly resize when users interacted with the input fields.

Resolved an issue where the system would intermittently become unresponsive due to a caching error, requiring users to refresh the page to restore functionality.

Resolved an issue where activity filter date conditions were not evaluated correctly during journey step processing, which could cause contacts to be incorrectly included or excluded from journey steps.

Resolved an issue where the scheduled appointment step in Journeys was not correctly evaluating the "IS" operator for start date conditions, causing journey triggers to fire unexpectedly.

Updated the segment filters display for segments created by imports. Imported segments are now read-only. You can’t update the original import segment, but you can add filters and Save as New Segment to preserve your changes.

Added the ability to choose which territory assignment to keep when merging duplicate contact records.

Added a new "Alternate ID" identity type that lets you define an additional identifier for contact matching, available to any institution that needs a secondary ID option.

Resolved an issue where name range filters using bracket notation (e.g., [A-C]) were not correctly matching all records in the specified range, causing some letters in the middle of the range to be excluded.

Resolved an issue where a segment converted from calculated to non-calculated would continue to appear in the Calculated Segments section on student profiles.

Resolved an issue where the URL displayed in a contact's Sources card was missing the full query string from the original page view, showing an incomplete source URL.

Resolved an issue where a shortened version of a URL was displayed on a contact's source card instead of the full URL, making it difficult to accurately verify which pages a student had visited.

Added a Terms of Service and Privacy Policy acceptance modal to the phone registration flow, ensuring users acknowledge the required agreements before completing verification.

Updated profile picture uploads to apply immediately without requiring a separate confirmation step.

Resolved an issue where internal users with the correct permission group were unable to view imports, receiving an error when attempting to access the Import/Export section.

Resolved an issue where no validation message was shown when required fields were left blank in User Settings, leaving users without clear guidance on what needed to be completed.

Resolved an issue where deleting the last payment rule caused all payment rules to disappear from view.

Resolved an issue where column sorting in School Settings was not working correctly.

Resolved an issue where import permissions were not being enforced correctly, preventing users with the appropriate access from completing imports.

Resolved an issue where deleting a visibility group caused internal users previously assigned to that group to lose access to records they should be able to view.

Resolved an issue where internal users were unable to remove their profile picture, causing the existing image to persist on the profile page even after selecting "Remove picture."

Resolved an issue where users with Administer Import or Administer Export permissions were not able to view all available folders when accessing the import and export sections.

Resolved an issue where internal users with the "View All Notes" permission were unable to add notes to student records.

Resolved an issue where the staff login verification screen required an 8-character code while the system sent a 6-digit verification code by email, preventing affected users from completing the login process.

Resolved an issue where API user accounts required overly broad security and SSO management permissions just to appear and function correctly in the user interface, simplifying how API user permissions need to be configured.

Resolved an issue where users remained unauthenticated on their original browser tab after completing Magic Link login in StudentHub, requiring a manual page refresh.