New Features & Enhancements
HaloPSA Ticket Fields + Custom Fields
You can now customize which HaloPSA Ticket Fields and Custom Fields are available for use in 1Stream. These are used for new ticket creation, editing of existing tickets, and 1Stream features that can automatically create new tickets. See our article here for more info.
Voicemail to Ticket Improvements
We've made improvements to this feature for Autotask, ConnectWise, and HaloPSA.
Autotask
You can now configure unique ticket settings for each extension that is creating Autotask tickets when a new voicemail is received. Previously, Autotask partners were limited to one set of settings that applied to all extensions. This granularity will allow you to specify different ticket fields for After Hours, Emergencies, or Sales & Billing voicemail tickets. See our article here for more info.
ConnectWise
Added support for the "Priority" ticket field. This will allow you to configure Emergency/After Hours voicemail tickets differently than Non-emergency/During Hours voicemail tickets. See our article here for more info.
HaloPSA
Added support for all common HaloPSA ticket fields. Previously, HaloPSA partners were limited to the "Ticket Type" field. You can now specify any other fields you may have set as a requirement. See our article here for more info.
AI Triage Agent Customization
We've added a new menu in the 1Stream IQ Integrations Portal, AI Agent Parameters, that allows you to specify custom audio prompts & text that will be used with the prompt in the Ticket Description. See our article here for more info.
Signal On Call Alerting - New "Date Range" Schedule Type
We've added a new schedule type, Date Range, to the 1Stream Signal feature. This allows a simple way to set a start & end date for extension(s) to be scheduled for login/logout to a Call Queue or notified when a voicemail is left. By default, the schedule applies to any day of the week within your date range. The example below represents a user starting an on-call shift on 6/21 and ending on 6/28. See our articles here for more info.
ConnectWise Company Custom Fields
Have custom fields applied to Companies in ConnectWise? These will now be displayed on Contact pages in the 1Stream Client.
Call Transcriptions in 1Stream Client
You can now view your own call transcriptions within the 1Stream Client. This is found in your Recent Call List page view by clicking the recording playback icon.
Auto Wrap Up Feature
You can now toggle the Auto Wrap Up feature ON/OFF for users in the 1Stream IQ Integrations Portal. The Auto Wrap Up feature can be applied to a user after an inbound or outbound calls has ended, with a custom time limit. When the user is in a "Wrap Up" status, new inbound queue calls will be suppressed from ringing them. See our article here for more info.
SMS Archiving
You can now archive SMS conversations in the 1Stream Client. Previously, only 1Stream Administrators could archive conversations from the IQ Integrations Portal. This is now a client-side feature that is controlled by Permissions Groups. See our article here for more info.
Permissions for 1Stream Buttons
Every 1Stream license provides a user with different features and buttons to make an action in your configured CRM/PSA. For instance, a user with 1Stream Engage license can Add Opportunities or Create New Tickets. If either of these are unwanted for a particular user, a 1Stream Administrator can now restrict access to these buttons via Permissions Groups. See our article here for more info.
Bug Fixes
- Fixed an issue with 1Stream Integrated SMS that caused an email to be delivered to all members of a call queue when the setting was disabled.
- Fixed an issue that caused call recording playback to be temporarily unavailable in the 1Stream Client.
- Fixed an issue for Autotask where the Due Date field was inadvertently changing when editing or updating tickets.
- Fixed an issue for HaloPSA where tickets created via 1Stream AI Triage Agent did not send the Ticket Type field correctly.
- Fixed an issue that temporarily prevented 1Stream Enhanced Dial by Name Directory audio prompts from being generated.