Changelog

Wallet Email Notifications

Advocates now receive email notifications when their wallet is debited, replacing SMS notifications.

Filter Status Counts

Filter dropdowns now show the count of records in each status, making it easier to understand your data and spot trends at a glance.

Advocate Application Improvements

Improved the advocate application experience with a cleaner form layout, better helper text, and a more intuitive submission flow.

Inbox Sorting

Inbox entries can now be sorted by different criteria such as date and status, making it easier to prioritize and manage conversations.

Inbox Entries for Introductions and Applications

Introductions and advocate applications now appear in the community admin inbox alongside conversations.

Advocate Wallet Credit Email Notifications

Advocates now receive an email when their wallet is credited, with a configurable notification template.

Twilio A2P Campaign Content Auto-Generation

Stoked now auto-generates Twilio A2P campaign content to simplify SMS compliance setup and reduce the manual effort required for registration.

Pagination and Search Everywhere

All major admin tables now support pagination and search across advocates, prospects, conversations, and introductions.

Dashboard Redesign

The community admin dashboard features a refreshed design with KPI charts, weekly and monthly groupings, and configurable time periods.

Advocate Applications: Custom Questions

Communities can now define custom questions on advocate application forms with search, pagination, and filtering.

Inbox Polish

Improved the inbox UI with better styling, full dark mode support, and the ability to send reminders directly from inbox items.

Advocate Timezone Display

Advocate profiles now compute and display the advocate's current local time based on their geographic location, so prospects know when to reach out.

Advocate Applications: Part 1

Communities can now accept applications from prospective advocates with customizable forms and admin review.

Prospect Fraud Handling

Improved detection and handling of fraudulent conversation scenarios on the community site to protect advocates from spam and abuse.

Phone Verification Timestamps

Advocate and prospect profiles now display when their phone number was verified, giving admins clear visibility into verification status.

Inbox Reminders

Community admins can now send reminder messages to prospects and advocates directly from the inbox to follow up on stale conversations.

Community Branding Settings

Admins can now customize their community site's appearance by uploading a logo, setting a favicon, and configuring the site title.

Advocate Proximity Ordering

Advocates on the community site are now ordered by proximity to the visitor's location, surfacing the most relevant nearby results first.

Advocate Search

Community admins can search for advocates by name or other details directly from the admin site for faster lookup and management.

Prospect Blocking

Admins can now block problematic prospects from the community, preventing them from starting new conversations or contacting advocates.

Community FAQs

Communities can now create and display frequently asked questions on their site, giving visitors quick answers before reaching out.

Tag Deletion

Tags can now be deleted from the admin settings page, making it easy to clean up unused or outdated tags from your community.

Lightbox for Media

Chat message attachments and advocate profile media now open in a full-screen lightbox viewer for easier viewing of images and files.

Inbox with Snooze

Community admins now have a dedicated inbox for managing conversations with snooze support, so items can be deferred and revisited later.

Flash Messages

Improved global flash and toast notifications across the admin site with auto-dismiss for success messages to reduce visual clutter.

Conversation Reopening

Admins can now reopen previously closed conversations to resume communication with prospects and advocates whenever follow-up is needed.

Community Site Redirects

Admins can configure URL redirects for the community site, routing old or custom paths to the correct destination pages automatically.

Advocate Media Ordering

Advocate profile media items such as photos can now be reordered by position to control how they appear on the public profile.

Advocate Library

Advocates can now maintain a library of resources, links, and documents visible on their public profile for prospects to browse.

Advocate Identifier on Profile

Advocates can now set a custom profile identifier as their URL slug, creating a personalized, memorable, and shareable profile link.

Admin Timezone Support

Community admin accounts now support timezone configuration, ensuring scheduled actions and timestamps reflect the correct local time.

Lazy Loading for Advocate Images

Advocate images across the community and admin sites now lazy load, improving initial page performance and reducing bandwidth usage.

Advocate Avatar Management

Advocates can now upload, change, or remove their own profile avatar photo directly from the advocate site without needing admin assistance.

Rich Text Editing (Tiptap)

A Tiptap-powered rich text editor is now available for content fields, supporting bold, italic, links, and other formatted text options.

Community Site Heading Configuration

Admins can now configure the headings displayed on their community site to better match their brand voice and messaging.

Wallet Credit Notifications

Advocates are now notified when they receive a wallet credit, keeping them informed about rewards earned through community engagement.

Message Templates Settings Redesign

Message template settings have been reorganized with a cleaner layout for easier management, editing, and configuration of SMS notifications.

SMS Attachments via Relay

Conversations now support sending and displaying SMS attachments relayed through Twilio, including images and other media files.

Cross-Community Relay Targets

Relay targets can now span across multiple communities, enabling shared SMS messaging infrastructure for organizations with several programs.

Admin Settings: Tags Management

Tags are now managed from a dedicated settings page, making it easier to create, edit, and organize advocate tags with associated colors.

SMS File Attachments

Inbound SMS messages with file attachments like images and documents are now captured and displayed directly within conversations.

Process Reactions

The platform now processes and displays message reactions such as emoji responses, bringing richer conversation context into the admin view.

Multi-Conversation Message Templates

Message templates now support complex conditional logic via Liquid for multi-conversation scenarios.

Advocate Default Message Prompt

Advocates can set a default placeholder message that prospects see when starting a conversation, guiding them on what to say.

Tag-Derived Pin Colors

Map pins can now automatically derive their color from an advocate's tags, with an option to override the default pin color per advocate.

CSV Import for Advocates

Community admins can now bulk import advocates via CSV upload with support for tags and location data, streamlining large onboarding efforts.

Conversions Tracking

Track conversion events for advocates to measure community engagement outcomes and understand which conversations drive results.

Real-Time Streaming

Conversations now stream new messages in real time using ActionCable, so advocates and prospects see replies instantly without refreshing.

New Advocate Workflow

Improved the onboarding flow for new advocates joining a community, with clearer steps from invitation through profile completion.

Conversation Reminders

Admins can send reminder messages to nudge stale conversations and introductions, helping keep advocate and prospect engagement on track.

Advocate Profile Improvements

Advocate profiles now support custom display names, display locations, neighborhood fields, and email/phone verification tracking.

Wallet Tracking

Advocates can now accumulate wallet points through conversation activity, with admin management of balances.

Tag Display and Management

Tags now display on advocate profiles, conversations, and introductions with the ability to apply tags across records.

Community Configurable Message Templates

Communities can now customize SMS notification templates with Liquid-based variable support, with default templates provided out of the box.

Embedded Community Site

The community site can now be embedded in external websites via an iframe with full map and profile support.

Community Brand Name

Communities can now set a brand name separate from the community name, used in SMS and verification messages.

Storefronts

Communities can now configure storefronts with custom links, giving advocates a way to showcase products or services on their profiles.

Admin-Initiated Conversations (Introductions)

Admins can now start conversations between advocates and prospects, creating introductions with status tracking.

Conversation Closing

Community admins can now close conversations to keep the inbox tidy, with automatic reopening when a new message arrives.

Tagging System

Launched the tagging system for organizing advocates with custom names, colors, icons, and ordering.

Monthly Active Conversation Tracking

Added tracking for monthly active conversations to support accurate billing, usage reporting, and community growth insights.

Location Profile Picker

Advocates can now pick their profile location using an interactive map picker, making it easy to set an accurate position on the community map.

Custom Map Pin Colors

Communities can configure custom pin colors for their map markers to match brand colors and visually distinguish advocates on the map.

Advocate Map and List View

The community site now offers both a map view and a list view for browsing advocates, with the ability to toggle between them.

Popup Modal Embedding

The community site can now be embedded as a popup modal widget on external websites, letting visitors connect with advocates without leaving the page.

Performance Improvements

Fixed N+1 queries on the community site landing page, preloaded advocate data for faster map rendering, and tuned Puma server settings.

OG Metadata

Community and advocate profile pages now include Open Graph metadata for better link previews on social media.

Map Improvements

Improved the community site map with auto-zoom, better persistence when navigating, and updated marker styling.

Community Admin Dashboard

Launched the community admin dashboard with advocate metrics, conversation statistics, and key performance indicators at a glance.

Map Search

Prospects can now search for advocates by location on the community site map, making it simple to find nearby advocates to connect with.

Analytics Tracking

Added product analytics with Ahoy for tracking visits, advocate profile views, and conversation events.

Rate Limiting

Established basic rate limits for creating conversations to prevent abuse and protect advocates from being overwhelmed by spam requests.

Prospect Notifications

Prospects now receive SMS notifications when an advocate replies to their conversation, keeping them engaged and informed of new messages.

Phone Verification

Prospects now verify their phone number via SMS before starting a conversation, reducing spam and ensuring valid contact info.

Outbound SMS Persistence

All outbound SMS messages are now persisted in the database for audit trails, debugging, and complete conversation history tracking.

Message Moderation

Messages are now automatically moderated using AI to flag inappropriate or harmful content before delivery, helping keep conversations safe.

Data Import

Added the ability to import advocate data from external sources, making it easier to migrate existing communities onto the platform.

Community Admin Enhancements

Enhanced the community admin site with status filtering, advocate state transitions, avatar management, prefilled fields, and CSV export.

Terms of Service and Privacy Policy

Added Terms of Service and Privacy Policy pages to meet compliance requirements and provide transparency for advocates and prospects.

Conversation Auto-Refresh

Conversations now auto-refresh every 30 seconds so new messages appear without manual reloading, keeping advocates and prospects in sync.

Advocate Site

Launched the advocate-facing site where advocates can manage conversations, edit their profile, upload media, and view account details.

Ruby 3.4 Upgrade

Upgraded the platform to Ruby 3.4.1, bringing improved performance, updated language features, and better compatibility with modern gems.

Advocate Login

Advocates can now log in to the advocate site using SMS-based phone number verification for secure, passwordless access.

Community Admin Portal

Launched the community admin portal with Google authentication, conversation and advocate management, and mobile-friendly design.