🚀 Shape Elevating Your Technology
Continuously innovating with 1,000+ updates this year!
Commercial Insurance Tab
Exciting news for Commercial Insurance professionals! We’ve added a dedicated workflow tab to Shape Software, designed to help you manage and close your commercial leads with ease.
New Feature
AI Insights Tailored to Users
Enhance your team's efficiency with highly trained AI bots that provide tailored call analysis based on individual users. For example, assign a "Sales" AI bot to Daniel and an "Openers" AI bot to Stewart. Shape ensures the right AI bot is applied for each call, delivering the most relevant insights. A default AI bot will step in if no user-specific setup is applied, so you're always covered.
New Feature
Login with SSO Made Easy
Access Shape securely and effortlessly with single sign-on (SSO). Whether you prefer Google or Microsoft Azure, you can now log in seamlessly using your SSO credentials. It's quick, secure, and eliminates the hassle of remembering multiple passwords.
New Feature
Enhanced Open API: View Summaries for Better Reporting
Gain deeper insights into your data with the ability to pull summations of total records in prioritized views. Whether it's for reporting or tracking performance, you can now query by prioritized view ID and user filters to see exactly what you need. The new "Month to Date" filter across views, lists, and reports adds even more flexibility for tracking progress.
Update
Real-Time Transfer Notifications
Stay informed during call transfers with real-time pop-up alerts. Get notified when transfers start and finish, ensuring smooth handoffs every time. Whether it’s a warm or cold transfer, these notifications keep agents in the loop without any guesswork.
New Feature
Link Shortener Service
Streamline communication with shortened links for emails and texts. Automatically shorten up to 10,000 links monthly, with easy overage options. This service is perfect for tracking and managing client engagement more effectively.
New Feature
Timezone Protect
Shape’s triggers and drip campaigns now operate based on each lead’s timezone, enhancing engagement accuracy and boosting response rates. Automatically calculated from the contact’s state, this feature ensures your communications are timely and relevant. If a state isn’t available, Shape will default to your system’s company timezone. Stay connected with prospects when it matters most!
New Feature
Drip Campaign Run Schedule Queuing
Never miss a step again! Shape now queues drip campaign steps scheduled outside of specified hours to the next available start time, ensuring your campaigns run smoothly. If a “stop” status is reached, queued steps are ignored to maintain clear communication flow. This enhancement optimizes your drip campaigns, keeping them organized and effective.
Update