Thoughtly Office Hours - May 12, 2025

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New Features Unveiled [00:01:01]

• The introduction of “ABC outcomes” allows for easier navigation through outcomes by associating them with letters A, B, and C to eliminate confusion in selection.
• A new “Call Log” feature was discussed, which replaces the previous library tab and offers a detailed view of calls made by agents, including phone numbers, call types, and statuses.
• Questions were raised about functionality, such as downloading audio and identifying tags quickly, with suggestions to improve tag visibility in the call details.

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Call Log Updates [00:05:00]

• A demonstration of the new Call Log feature was given, showing how it provides a streamlined view without needing to open new tabs.
• Discussions included potential feature additions like node transition logic for debugging and tag identification for appointment confirmations.
• Suggestions were made to enhance debugging capabilities by indicating the origin and destination nodes in the transcript for easier tracing and debugging.

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Integrations and Automations [00:10:00]

• A detailed walkthrough on integrating Thoughtly with CRM systems like Follow-up Boss using post-call automation to send call data and tags.
• Steps included creating triggers, extracting call data, and sending information to the CRM through API or webhooks.

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White Labeling Discussion [00:15:00]

• The conversation covered the future of white labeling with Thoughtly, including plans to offer logo masking to provide a branded user interface.
• Current capabilities allow for region-specific branding by setting up clients as sub-accounts and automating data push to CRMs.
• Concern was raised about the cost and feasibility of current white-label solutions being implemented.

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Conditional Logic and V2 Builder [00:30:00]

• The “ABC outcomes” were confirmed as a user interface feature with plans for conditional logic to be introduced in V2.
• V2 builder updates will include enhanced variable management across the editor and automation tasks, setting a path for more sophisticated logic handling.

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Payment Collection via Phone [00:45:00]

• A comprehensive guide on safely collecting payments using Thoughtly was presented, focusing on sending secure payment links through SMS using Stripe.
• The recommendation was made to avoid direct credit card information collection over voice due to liabilities.
• Additional automation could involve tagging the CRM system to track payment completion and follow up on incomplete transactions.

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Feature Requests and Technical Discussions [01:00:00]

• The team discussed potential features including mid-call notifications and the feasibility of migrating agents from V1 to upcoming versions.
• Participant suggestions also included adapting agents with JSON export/import capabilities for smoother transitions between versions.
• Emphasis was placed on exploring the introduction of in-call notifications to enhance real-time communication and client engagement during calls.