End of the month recap

As we have been actively working on all sorts of contents, updates and new features we want to make sure you are fully up to speed with everything that has happened in the past two weeks.

Normally I will write about all the content on weekly basis but I was a bit sick and feeling under the weather last 1,5 weeks so I'm going to make it up to you by combining last two weeks into one single recap!

UChat Roadmap 2025

We are always liking to create content but at the same time also keeping you in the loop so Matthew recorded a video showing our roadmap of big features currently under development as well as going over what is planned later this year.

Have a look as there are amazing things coming to UChat this year which will change the way you will be building chatbot, use AI and so much more!

It is pretty cool right?

For me personally, the biggest update will be the AI agent section as it will hugely simplify the way to build AI chatbots and make it accessible to more and more businesses worldwide.

Changing the way you use embeddings

Embeddings are great to have and build if you want to create a knowledgebase of sorts but there is a big flaw in the system. The flaw is proper score matching which will often result in retrieving the wrong embedding and sending users incorrect replies.

So one time your setup is working just fine and the next it might completely go haywire because of updated models which can cause small changes in the embed scoring.

We recorded a video on a new way to use those same embeddings but get a more consistant and stable match to ensure your users always get the correct reply.

Getting Deep in AI

Ok this was more a word pun but I am talking about the newest AI platform that is now natively integrated into our platform called DeepSeek AI.

It produces great results both conversational wise as well as logics and could be a really good alternative if not your primary go to option for all your chatbot builds.

We recorded a video on how to integrate and use this inside of UChat

How about accessing your CRM inside of UChat?

Rather than keep switching your tabs between UChat and your CRM why not directly access it from within your workspace and live chat conversation with your clients?

That would make things so much easier right?

I mean you can check or update the user's data directly while providing support without every needing to leave the conversation. We wrote an article showing exactly how to achieve this so have a look.

New trigger Agent message sent

Now this is very handy if you want to automate processes soon as an agent sends a message to one of the bot users. You can directly create a timestamp for example and export it to a crm or your google sheet to keep track of agent activity throughout their shift. or maybe export the message given for quality control.

Very easy to use and it enables you with more control regarding on tracking or follow up processes.

More user details in API endpoint

As we also have more advanced users who want to use UChat through an automated setup externally through API we updated the user endpoint so it contains more information about the bot users that can be exported anywhere you would like.

We added the following details:

• SubscribeToBot: Tracks when a user subscribes to the bot

• UnsubscribeFromBot: Tracks when a user unsubscribes from the bot

• OptinSms: Tracks when a user opts into SMS communication

• OptoutSms: Tracks when a user opts out of SMS communication

• OptinEmail: Tracks when a user opts into email communication

• OptoutEmail: Tracks when a user opts out of email communication

Managing Partner addon status

A new update we made was towards the partner section where you can manage the pricing, naming of the addons you want to provide your clients with.

You can now chooses to either let it remain active or if you for example have your billing externally disable it from the clients' view so you take care of the billing inside of UChat and charge your client your own package pricing.

Even though it might be a small change this can be of bigger impact based on your setup.

Little mid recap break

Ok so that is quite a bit of recap already and just got a cramp typing it all up 😅

But we are not done yet as we have some more new content and updates to share. So give me a sec to stretch my fingers and let's get back into it.....almost hang on.....

........ok ok good to go 🙌

Managing Nodes efficiently

So inside your chatbots you have the option to view all the nodes you have created, how many you have left and can navigate them all on that single page.

But a secret not many know about is you can quickly filter through the various types making it easier to spot. So let's say you want to update your google sheet actions with a new worksheet but do not know where in the many flows you have them. With this nice little trick you are able to not only find them but directly navigate to them with ease!

have a look

Now tell me that isn't easy to use right? for me it saves so many hours trying the find each action or node otherwise and never know if I got them all.

New template

We also added a new template to the template store which is called leadgeneration template powered by AI. Such a great template that you can use for your next lead campaigns to capture the user's details and send them your freebie or leadmagnet to.

Here is how it works

If you like to have the link directly instead of needing to find in the template store you can install it from here.

Definitely try it out if you are wanting to start a new lead campaign and gain a number of leads on complete auto pilot!

Live chat update

There was this issue (well more of a nuisance than anything) where when you had certain filter in place like the status of a conversation and that status changes you lost track of that conversation from your overview because it did not meet the filter requirements anymore.

Well we added a new option to the chatbot live settings

With this new option enable you will still see the conversation even if the status is changed, just in case you needed to track something inside still. If you refresh the page however the filters set up are applied again and the conversation will be visible according to those filters but this option lets you see the conversation till that happens.

Knowledgebase updates

As our features grow or evolve we also need to ensure our knowledgebase is up to date. That is why we added a few new documentation to ensure you can always reference from it.

Deepseek AI integration

New platform requires new documentation on how to use it. As mentioned before from my own testing the results were pretty good but you will have to wait and see how it will work for your setup. Inside the docs you can see exactly how to integrate and use it inside of your builds.

Agent Message sent trigger

Already explained it above in short but of course we documented exactly where to find and how to use it. It really opens up a lot of use cases as to how and why you would want to use this in your own setups or that of your clients.

That's all?

Well yes I am happy for it as I needing a break from typing this all up and summarize 2 weeks worth of content for you guys and gals!

I will see you early next week with another recap of this upcoming week.

We wish you a very productive week ahead!