What's New
Create Custom BPD AI Personas
Optimize BPD AI Assistant (powered by ChatGPT) with custom personas. Admins can now create different personas to address specific situations. For example, you can create a Loan Officer persona that is tailored to respond to a potential customer who is a first-time home buyer, or even a persona as a recruiter role! Follow these instructions to optimize your BPD AI experience.
New User Profile Fields
We've added new user profile fields that can be used as interpolations into templates. Below are the new user fields along with the corresponding interpolation value. For a complete list of dynamic fields for interpolation, read this article.
New Company Profile Fields
We've also expanded fields in the company profile settings that can be interpolated into templates. Here are the list of new company profile fields you can use in SMS or email templates.