Mongoose Update: The Latest News and Features
Stay up to date on all Cadence feature releases, updates, integrations, and continuous innovations.
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AI-Generated Auto-Reply
November 2024
The new AI-generated auto-reply feature helps you create personalized auto-replies quickly and efficiently by using in-product prompts. Simply write a prompt, and the AI will generate a professional and tailored message that fits your needs. Once generated, you can easily edit the message to fine-tune the tone and details, ensuring it aligns perfectly with your communication style. This gives you greater control over responses while reducing the time spent crafting individual replies. Automating the process allows you to focus on more critical tasks without sacrificing message quality.
AI-Generated OOO
November 2024
The AI-generated OOO feature makes crafting out-of-office messages simple and intuitive. Provide a prompt, and the AI will generate a thoughtful and personalized response for you to implement. You can edit the generated message to reflect your exact availability, tone, or additional information, ensuring it feels professional and authentic. This added flexibility helps you communicate effectively, even when unavailable, while keeping your audience informed. With AI handling the heavy lifting, you can set expectations effortlessly and maintain trust with your contacts.
Smart Messages for Personal Inboxes
October 2024
Personal inboxes now support the same three smart message types available in shared inboxes, giving users more ways to engage contacts personally while keeping conversations organized. Options include “Send to my assigned contacts only,” which sends messages only to assigned contacts, and “Send as assigned user,” which routes smart message results directly to each user’s inbox, with complete message and inbox details accessible. We listened to user feedback on specific engagement needs, enabling more personalized calls to action like “Would you like to book an appointment?” with auto-replies linking to an advisor, and allowing users to respond to “Other” responses within message tags—enhancing both engagement and flexibility.
Multiple Tags per Message
October 2024
With up to 20 message tags now available per message, Cadence enables more flexible and detailed tracking for each conversation, enhancing reporting capabilities. The expanded tagging system also allows for the inclusion of multiple tags in exports and within segment builders. Previously limited to a single tag, users can now categorize messages more precisely, enabling improved reporting within Cadence and integrated CRMs, gaining deeper insights into messaging trends, and optimizing follow-up strategies accordingly.
September 2024
With Cadence’s new WhatsApp integration, expanding your global reach has never been easier. Seamlessly link a WhatsApp number to your inbox, enabling your team to manage every conversation in one unified space. Respond to inbound messages directly through WhatsApp, ensuring timely and effective engagement. This release includes simple registration with a WhatsApp Business Account, support for multimedia content like images and PDFs, and full reporting parity, empowering your team to handle international communications with confidence and ease.
Exclude URLs from Crawl
September 2024
Introducing the ability to exclude specific URLs from our AI web crawler, gives us more flexibility when training your AI Assistant. This feature is ideal for cases like wanting to train the bot on undergraduate programs while excluding irrelevant graduate pages. By removing certain pages, we ensure the accuracy of the AI’s responses without the need to alter your website’s content. Tailoring the AI’s training to reflect exactly what you want it to understand enhances the overall user experience and reliability.
Manually Assigned Follow-Ups
September 2024
With this update, email notifications will now be generated for both automatically and manually assigned follow-ups. This ensures that no follow-up goes unnoticed, even if it’s manually assigned by another Cadence user. Whether it’s a bot-generated task or a user-assigned one, all follow-ups are tracked, keeping your team on top of every conversation and opportunity.
AI Generated Templates
August 2024
Recognizing that getting started is often the hardest part, we’re leveraging the AI already integrated with our AI Suggested Replies to enhance our Templates feature by introducing AI Generated Templates. You can input a prompt, like “Create a template reminding our students to register for class by 11/1”, and our AI will generate customizable options you can save and use. This innovation saves you time by providing creative messaging alternatives and simplifying the planning of future messages, all while ensuring your communications are timely and effective.
User-Level & Chat Template Creation
August 2024
We’ve made template creation more user-friendly by allowing all users to create personal templates without needing admin access. Now, you can easily access the Templates menu, which has been moved to a separate tab for easier navigation. Here, you can choose between personal or team templates. This setup enhances your autonomy and is specifically tailored for both text and chat conversations, making it simpler and more intuitive.
Auto-Reply and OOO
August 2024
We’ve enhanced the auto-reply and out-of office messaging features by incorporating templates and emojis, making your messages more engaging. While we don’t support merge fields in these templates due to potential data mismatches, this update transforms the previous simple text box into a more dynamic and user-friendly feature. These changes, driven by extensive user feedback, better align with our overall messaging framework and continue to enhance one of our most utilized features.
Custom Import/Export Times for FTP Integration
July 2024
We’ve introduced the ability to set up to two additional custom import/export times for our FTP integration. The import/export process will run at the specified times while our four standardized times remain unchanged. This enhancement allows users to better anticipate the flow of data, ensuring the most up-to-date information reaches Cadence and efficiently integrates into their processes. This feature provides better data accuracy and fits seamlessly into existing workflows.
Delete Conversations in Chat
July 2024
Admins can now delete chat conversations entirely from their Chat inbox, reports, exports, and contact details. This feature addresses the need to remove test conversations before going live, facilitating a clean inbox for newly onboarded clients and internal testing. Additionally, it allows for the removal of spam or profane conversations, ensuring a more professional and manageable chat environment.
AI Suggested Replies
June 2024
Say goodbye to reply guesswork as we’ve enhanced our existing AI within Cadence to include AI Suggested Replies for both Text and Chat inboxes. Our AI Assistant reads messages from the past 48 hours and generates a response based on the most recent message, giving you a starting point and saving time and effort. Customize replies to match your tone and style, ensuring consistent messaging aligned with your institutional brand. This feature improves response speed and accuracy, enhancing overall satisfaction and engagement.
Workday User Interface
June 2024
As our set of teams using Workday continues to grow, we’ve prioritized making our Workday integration configurable directly in Cadence. Previously, setting up this connection required manual configuration with our support team. Now, admins can select data sources, map fields, and set automatic import schedules, simplifying the data management process. Experience a more efficient workflow with our new user interface, tailored to meet the needs of our expanding Workday user base.
Extended Reporting History
June 2024
Users now have access to 180 days of message history in the “Sent” tab, up from the previous limit of 120 days or 100 messages. This extension responds to user feedback, providing more historical data for better reporting and analysis. Extended reporting history allows you to gain deeper insight and make more informed decisions based on a broader range of data.
Create Segment From Sent Filter
May 2024
Enables the creation of segments directly from sent messages, streamlining contact management. This simplifies outreach efforts and enhances efficiency in engaging contacts.
Bulk Opt-Out From Sent Filter
May 2024
Introducing bulk opt-out functionality from sent messages, providing flexibility and ease in managing contact preferences. This enhances inbox organization and responsiveness to incoming “No” or “Stop” messages.
“Last Used” Template Field
May 2024
Introducing a “Last Used” template field to improve template management and usage tracking. Admins now have better insights to efficiently maintain their libraries by seeing which templates go unused.
Ellucian Recruit “Optional Fields”
May 2024
An “Optional Fields” section within import settings for Ellucian Recruit was added, providing flexibility in field mapping and data management. This enhances customization options and streamlines integration configurations for an improved user experience.
Campaign Dashboard Date Filter
May 2024
Improved campaign dashboard functionality with a date filter, facilitating data analysis and visualization over extended periods. Campaign monitoring and decision-making with refined data insights become much easier.
Streamlined AI Chatbot Setup
April 2024
We’re excited to implement a new, simpler way to set up AI Chatbots that makes the process faster and easier. Now, deploying our AI Chatbots requires minimal technical support, speeding up the entire setup for our users. This improvement not only makes the setup quicker but also streamlines the management of our bots, allowing our team to handle updates and maintenance more efficiently. With this change, we’re making it easier for our users to onboard our latest AI technology.
Filter by Message Type: SMS vs. MMS
April 2024
Our text messaging analytics now feature an advanced filtering option that allows users to differentiate between MMS (picture messages) and SMS messages. This new functionality affords a more customized analytics experience, providing users with high-level metrics, detailed charts, and complete breakdowns. With this update, users can achieve a more transparent understanding of their messaging patterns and behaviors.
Edit Site Visitor Details
April 2024
Cadence Chat users now have the ability to directly edit site visitor details within the detail pane, ensuring accurate and current data that can be used in both exports and integrations. This feature allows for quick corrections of any visitor-entered inaccuracies. Additionally, new information provided during live chats can be promptly added to the detail pane, keeping records comprehensive and up-to-date.
Auto OOO Based on Office Hours
March 2024
Define your office hours and the Out-of-Office (OOO) message will automatically activate outside these times. This feature allows for automated responses or redirection instructions to be sent when no one is available to manage the inbox. It simplifies managing out-of-office communications based on your specified schedule.
Reply with up to 1,500 Characters
March 2024
Responding within conversations just got more flexible with the ability to send messages up to 1,500 characters. This update caters to sharing critical and more detailed information in a single text. While it’s best practice to keep messages as brief as possible, there were instances where the previous character limit could be a hindrance.
Cross Team Metrics
March 2024
Our latest analytics update provides deeper insights into Chat usage with new reporting metrics. You can now analyze live chats, bot-only conversations, follow-up completions, and individual team member activity for all the teams you’re a part of, aiding in refining your chat strategy and setting performance benchmarks.
Scheduled Messages “Mine” Filter
March 2024
The “Mine” filter on the Scheduled Messages page now supports users in shared inboxes, highlighting their scheduled messages. This helps users who previously struggled to locate their contributions, streamlining planning for teams that frequently schedule many messages each day.
Quiet Hours Cancelled Messages
March 2024
Messages not delivered due to overnight quiet hours (10pm-6am) are now visible in the Sent details, with an error message displayed on hover. This update eliminates the guesswork and extra investigation needed to identify failed messages. It enables users to swiftly identify which contacts have not received messages, facilitating timely follow-up actions.
Legacy API Org-Level Credentials
March 2024
Legacy organization-level API credentials now appear on the API page for each Team, marked with a new “Org Level” identifier. This update provides visibility into previously hidden credentials, reducing confusion and inquiries. It bridges the gap between the legacy organization-level and the current team-level credential generation, enhancing user understanding and access management.
Follow Up Notification for Specific User
March 2024
Chat notification settings now allow follow-up requests to be sent exclusively to the assigned user, ensuring direct communication with the site visitor. This targeted approach streamlines workflow and increases efficiency in managing responses.
Text Messaging to Slate Queries
February 2024
We’ve enhanced our integration with Slate, enabling text messaging to contacts from pre-built Slate queries. This feature simplifies the process of reaching targeted contact segments directly from Cadence, leveraging Slate’s segmentation capabilities for more effective communication.
Text Messaging to NXT Lists
February 2024
An enhancement to text messaging capabilities, allowing direct sends to an NXT list, addressing needs like multi-value field accommodation highlighted by a client requests for targeting multiple graduation years. This update enables focused messaging for specific appeals or solicit codes, effortlessly bypassing limitations with missing fields.
Set NXT Phone Priority
February 2024
A feature in NXT settings that lets you classify specific phone types, like cell vs. landline, for better accuracy when finding phone numbers on constituent records. Now, you can decide how to handle cases where the right type of phone number isn’t available—either by stopping the attempt or defaulting to the Primary Number. This ensures you always use the correct phone numbers to text constituents.
Activity Heatmap for Chat Analytics
February 2024
A visual display feature that showcases Chat activity, broken down by time of day and day of the week, complete with filters for Live Chats, Bot-Only interactions, and instances where Follow Up was requested, all within a customizable date range. This update enables you to pinpoint peak and off-peak activity periods for your chatbot, allowing for smarter staffing schedules.
Richer Generative AI within Chatbot Conversations
February 2024
We’ve refined our generative AI to offer richer, more accurate responses for queries that extend beyond our standard playbook. This upgrade ensures our AI can engage in a wider range of conversations, providing a seamless and intelligent fallback option. With this enhancement, our AI is better equipped to understand and respond to diverse inquiries, showcasing our ability to deliver more advanced and versatile solutions.
