5.00.01
v5.00.01New
- Payments: track customer payments and refunds on the contact card, analyze revenue, export to CSV, trigger automations from payment activity, and manage it all via the API too.
- Audiences: build a contact segment once — dynamic (always up to date) or static — and reuse it across campaigns, automations, and bulk actions.
- Newsletters: publish sequenced email issues where new subscribers catch up on past issues at their own pace, with an optional public archive page for your newsletter.
- Meeting scheduling: define meeting types and your availability, connect your calendar, and share a public booking page where contacts book time with you directly.
- Cardcom integration: purchases made through the Cardcom payment gateway sync into oToK automatically.
- Command palette (Ctrl/Cmd+K) to jump anywhere in the app, and a bottom tab bar for faster navigation on mobile.
- Shabbat and Jewish holiday observance: optionally hold automated sends and block meeting bookings during Shabbat and holidays — held messages go out when it ends.
- Editable links in sent emails: fix a wrong destination URL retroactively — every copy already delivered points to the updated address.
Improved
- Navigation redesigned: tools that used to hide inside hub pages are now full pages of their own, and Billing is easier to reach.
- Integrations settings rebuilt as a gallery with a detail panel per integration, including field-mapping editors for Salesforce and ActiveTrail.
- Fairer conversation auto-assignment: agents can be opted out individually, and lifecycle-stage assignment now lives in the same settings.
- Adding tags or groups through the API or imports now adds to existing ones by default instead of replacing them.
- Recurring payments can end automatically — by a date or after a set number of charges.
- Events: clearer registrant counts, and no-shows appear only after the event has ended.
- The "After event end" automation trigger now fires when the event actually ends — automatically once its end time passes, or the moment it's manually marked as ended.
- Contacts whose WhatsApp messages bounce are paused temporarily and retried automatically each week, instead of being cut off outright.
- Zoom-linked events re-sync just before scheduled event automations fire, so last-minute time changes in Zoom are respected.
- Open a contact's full card directly from an inbox conversation.
Fixed
- CSV updates no longer erase existing contact data when a mapped column is empty for that row.
- Mobile forms and dialogs no longer scroll sideways (including the New Deal form).