See what’s new in MagicBlocks and the improvements we’ve made to make it more powerful, flexible, and reliable. 🚀

🚀 New Features

Email Channel

MagicBlocks now supports Email as an Agent communication channel. Teams can manage inbound and outbound email conversations as Sessions, collect Contact details and Key Facts, and keep email history connected with other Agent channels.

SMS Consent Management System

MagicBlocks now includes a new SMS Consent Management System to help teams manage who they can message, what type of SMS they can send, and when outbound messages should be blocked. Consent can now be captured, updated, checked before campaigns, and reviewed across Contacts, imports, APIs, Campaigns, and integrations.
⚠️Contacts without valid PEWC (Express Written Consent) are currently treated as if consent is granted. Starting August 3, 2026, outbound SMS campaigns will only send to contacts with valid PEWC.

🛠️ Improvements

Conditional First AI Message Generation

The first AI message is now generated only when the visitor opens the chat or when a valid proactive message is due to appear, helping avoid unnecessary AI usage and proactive billing.

Proactive AI Messages Usage Visibility

Teams can now track Proactive AI Messages (Web Chat) usage on the Dashboard and Credits page, with clearer sent, billable, and usage labels.

Conversation Safeguards — 200 User Message Limit

MagicBlocks now automatically ends unusually long or looping conversations at 200 user messages and puts the Contact into a temporary cooldown. This helps prevent spam, AI loops, and unnecessary usage costs.

• Applies across Chat, SMS, Email, API, and other approved channels
• Helps protect workspace limits and AI usage

Conversation Safeguards — Duplicate Message Loop Protection

MagicBlocks now stops the Agent when the same user message is repeated 5 times in a row, helping prevent spam loops and unnecessary AI replies.

SMS — Channel-Specific Inbound Message Batching

SMS now lets teams set a reply delay for inbound messages. When a user sends several SMS messages in a row, the Agent waits until the configured time after the latest message before responding, so it can reply once with better context instead of answering each message separately.

Relcu — Implied SMS Consent

Relcu-created or updated contacts can now receive implied SMS consent automatically based on customer engagement, keeping messaging behavior aligned with the latest consent status.

Billing & Usage Protection

MagicBlocks now adds stronger usage protection for public chat and customer-facing API traffic, helping prevent abuse, unexpected spikes, and unnecessary AI usage costs.

Terms & Privacy Update

MagicBlocks now requires users to accept the new Terms & Conditions v2 · Last Updated: 12 May 2026 to continue using MagicBlocks.

Session Timeline — Cleaner Contact Update Activity

Session timelines now show one clear Contact details updated event when customer information changes, removing the older duplicate activity.

Help & Modal Experience — Rosie Icon Placement

The Rosie help icon placement has been adjusted to avoid covering modal buttons and scrollable content.

🛠️ Fixed

Follow-Up Flow

• Fixed SMS Follow-Up Messages not sending for some trigger condition types.
• Fixed duplicate Follow-Up Messages.
• Fixed Static Follow-Up Messages missing after Journey Block changes.

Agent

• Fixed Calendar tools being called in the wrong context.
• Fixed duplicated SMS numbers when duplicating Agents.
• Fixed missing Key Fact create actions from recent templates.
• Fixed General Job list jumping while typing.

Contacts

• Fixed outbound campaigns staying blocked after contact resubscribe.
• Fixed Contact export errors for empty session date ranges.
• Fixed Slack Human Takeover updates missing from Contact Activity Feed.
• Fixed Contact details from Slack Human Takeover not saving.

Sessions

• Fixed Advanced Session Filters returning incorrect results.
• Fixed empty Sessions created from cooldown-skipped outbound requests.
• Fixed Session refresh not showing latest conversations.
• Fixed Chat-to-SMS conversations splitting into separate Sessions.
• Fixed inflated Contact session counts.

Relcu

• Fixed queued AI responses still sending after Loan Officer takeover.
• Fixed Relcu proxy errors.
• Fixed Relcu contact handoff checks missing email, session count, or proxy state.

Human Takeover (Slack)

• Fixed Agent support message missing after Human Takeover.
• Fixed Slack connection conflicts breaking Human Takeover.
• Fixed missing Slack workspace or connection errors.
• Fixed Switch to AI Slack action errors.

Forms

• Fixed form legal text being hard to read in dark theme.
• Fixed form tokens not resolving in submit messages.
• Fixed form submissions not updating Contact details and Key Facts.

Integrations

• Fixed Calendly event types not refreshing after reconnecting.
• Fixed Microsoft Calendar reconnect failures.
• Fixed Calendly availability checks running when not needed.

Workspace

• Fixed raw HTML appearing across sites and portal areas.
• Fixed authentication and access-control gaps.

📊 Release Summary

Total New Features: 2

Total Improvements: 10

Total Fixes: 31

Major Themes

• Email Channel Expansion
• SMS Consent Management
• AI Usage & Billing Protection
• Conversation Safeguards
• Agent Follow-Up Reliability
• Human Takeover & Relcu Stability
• Contact Data Capture

Top 5 Most Impactful Changes

1. Email Channel — Adds Email as a new Agent communication channel, with email conversations managed as Sessions alongside other channels.
2. SMS Consent Management System — Helps teams capture, update, check, and review SMS consent across Contacts, imports, APIs, Campaigns, and integrations.
3. AI Usage & Billing Protection — Reduces unnecessary AI generation, improves proactive usage visibility, and adds stronger protection for public chat and API traffic.
4. Conversation Safeguards — Adds limits for long conversations and repeated user-message loops to reduce spam, AI loops, and unnecessary usage.
5. Agent, Human Takeover & Contact Reliability — Improves follow-ups, Slack Human Takeover, Relcu behavior, forms, and Contact data updates.

See what’s new in MagicBlocks and the improvements we’ve made to make it more powerful, flexible, and reliable. 🚀

🚀 New Features

AI Models — More Reliable, Up-to-Date Model Options

MagicBlocks now uses a cleaner set of supported AI models, removing outdated options and aligning the default model with the latest recommended configuration. This helps Agents, Knowledge, and Chat deliver more consistent responses while reducing the risk of teams building on deprecated models.

• Supported model options: keep AI experiences aligned with currently supported models
• Cleaner setup: reduces confusion from outdated model choices
• More reliable AI workflows: improves consistency across Agent, Knowledge, and Chat

Relcu — CRM Messaging Settings

Relcu CRM Messaging Settings give mortgage teams clearer control over when AI responds, when it waits, and when a Loan Officer takes over. Teams can delay the AI’s first reply, batch rapid inbound SMS messages, pause AI when a human sends an outbound text, and decide whether AI should keep assisting after handover.

• First reply delay: give Loan Officers time to respond before AI replies
• Inbound SMS batching: combine multiple customer SMS messages into one cleaner AI response
• Human takeover control: prevent AI and humans from replying at the same time
• Loan Officer number control: decide whether AI can continue using the Loan Officer number after the Handover Human goal is completed

Relcu — Beeline Proxy

MagicBlocks now supports routing Beeline Relcu communication through Beeline’s dedicated proxy. This improves compatibility for Beeline-specific Relcu flows while keeping other Relcu workspaces on the existing connection path.

🛠️ Improvements

Knowledge — Improved Import Coverage

Knowledge imports now capture more useful imported content and reduce cases where valid knowledge is skipped unexpectedly from any source.

• Higher similarity threshold: raised from 0.7 to 0.9 to reduce duplicate content being ignored during imports
• Shorter content support: lowered minimum content length from 100 to 50 characters so shorter entries can be imported
• Faster processing: improved knowledge processing/indexing speed so uploaded content becomes available more reliably

LeadConnector — Naming Update

Customer-facing GoHighLevel references were renamed to LeadConnector across integration screens, labels, help text, and related messages. This is a QA naming and branding cleanup only; no CRM workflow behavior changed.

🛠️ Fixed

Agent

• Key Facts collection: fixed Agents re-asking for details already provided in the same user message
• Custom Freeform Key Facts: fixed values being skipped or collected incorrectly
• Key Fact validation: fixed invalid or missing values being treated as successfully collected

Relcu

• Contact handover: fixed errors that could prevent contacts from syncing successfully during handoff
• Human barge behavior: fixed human barge applying outside leads using the SMS assistant
• Knowledge enrichment: fixed assigned user names and contact details being missing from Relcu knowledge context

Contacts

• Contact Segment titles: fixed Contact Segment detail page titles not showing

📊 Release Summary

Total New Features: 3

Total Improvements: 2

Total Fixes: 7

Major Themes

• AI model reliability
• Relcu CRM Messaging controls
• Relcu integration reliability

Top 3 Most Impactful Changes

1. AI Models Update — Keeps Agent, Knowledge, and Chat experiences more reliable by removing outdated model options and aligning defaults with supported models.
2. Relcu CRM Messaging Settings — Gives mortgage teams control over AI timing, SMS batching, human takeover, and whether AI can use the Loan Officer number after handover.
3. Relcu Beeline Proxy Support — Improves compatibility for Beeline-specific Relcu inbound SMS, outbound SMS, and contact transfer flows.

See what’s new in MagicBlocks and the improvements we’ve made to make it more powerful, flexible, and reliable. 🚀

🚀 New Features

Agent Follow-Up — Configurable follow-ups with Block switching and controlled Channel routing

Previously, when a conversation went quiet, teams had to rely on manual check-ins or custom workarounds to restart the thread—making it easy for important leads and support requests to slip through. MagicBlocks now supports automatic follow-ups based on configurable timing rules, using the last user message to detect inactivity (and resetting the timer when the user replies). You can route the follow-up back into the same channel/thread, switch the conversation to a different Journey Block, and (when enabled) switch channels in a controlled way—including switching within the same channel type (e.g., SMS → SMS, Chat → Chat) or switching to SMS.

This helps teams reduce dropped conversations while keeping follow-up routing consistent and compliant.

• Follow-ups trigger from the last user message (user messages only) and reset on new user replies
• Deliver follow-ups into the same channel or into a configured destination (escalation)
• Optionally switch the next Journey Block, and enable Switch Channel only when you need it

Templates — Share templates across workspaces

Previously, templates were tied to a single workspace, making it hard to reuse proven setups across environments or accounts. MagicBlocks now supports sharing templates across workspaces so teams can standardize agent configurations, collaborate more easily, and roll out updates faster—especially when moving from staging to production.

• Share a template to one or multiple workspaces you can edit
• Set the Agent name for the new workspace during sharing
• Creates one Agent per selected workspace immediately

Relcu — Callable Hours Enforcement (with automatic queuing)

Previously, outbound SMS could be sent immediately—even when it should have waited for your Relcu callable-hours window—creating avoidable compliance risk and inconsistent customer experience. MagicBlocks now checks callable hours before sending outbound SMS; if it’s outside the allowed window, the message is automatically queued and sent at the next available start time. This helps teams stay compliant by default while still ensuring important outbound messages go out as soon as they’re allowed.

• Outbound messages respect Callable Hours automatically
• Messages queued outside the window are retried when callable hours start
• Replies to inbound/active conversations can still be delivered even outside callable hours when appropriate

Relcu — Human “Barge” Automatically Pauses the AI on Outbound SMS

Previously, a human could start texting a lead in Relcu while the AI agent remained active—risking duplicated replies, mixed messaging, and a confusing handoff experience. With Human Barge, MagicBlocks now automatically disables the agent for that conversation when a Relcu user sends an outbound SMS to a lead that currently has an active agent. The result is a cleaner, safer handoff where customers hear one clear voice at a time.

• Detects human outbound SMS activity on agent-active leads
• Automatically pauses the AI for that lead/conversation
• Prevents accidental double-sending and conflicting responses

SMS — Delivery Failure Reasons Logged & Visible in Conversations

Previously, when an SMS failed (bad number, carrier error, opted out, etc.), it was difficult to understand why—often forcing teams to rely on guesswork or external troubleshooting. MagicBlocks now captures delivery failure reasons for Relcu and Twilio sends and displays them directly in session/message logs. This makes it easier to diagnose issues quickly, reduce repeated failures, and keep outreach lists clean.

• Failure reasons are stored and shown alongside messages
• Enables faster troubleshooting and better operator decisions
• Helps prevent repeated sends to invalid numbers over time

🛠️ Improvements

Agent (Opt-Out) — Optional Opt-Out Reply Message

Previously, opt-out confirmations could be required in a way that blocked publishing or caused unwanted replies during unsubscribe flows. You can now control this with an Opt-Out Message toggle (OFF by default): when off, Agents can publish without opt-out message errors and won’t reply to opt-out messages; when on, you can select or customize the opt-out reply.

Campaigns — Default to “Run Agent AI” for outbound workflows

Outbound campaigns now open to Run Agent AI by default (instead of Upload Contacts), reducing extra clicks and making the next step clearer when launching an AI-driven send.

Templates — Update Existing Templates (instead of recreating them)

Templates can now be updated in place, so teams can keep a single, up-to-date source of truth instead of recreating and re-sharing multiple versions.

Human Takeover (Slack) — Clearer, Safer Slack Disconnect

Disconnecting Slack now includes clearer confirmation and guidance, helping operators avoid accidentally interrupting active Human Takeover sessions.

Human Takeover (Slack) — Clearer “How to find Channel ID” guidance

Human Takeover setup now includes clearer guidance for finding a Slack Channel ID, reducing setup friction and helping teams go live faster.

Worked Leads — More accurate counting when opt-outs happen early

Worked leads are no longer counted when an opt-out happens in the first or second message, using the Agent’s opt-out action (and contact opt-out status) as the source of truth. This makes worked-lead reporting more trustworthy.

🛠️ Fixed

Agent

• Fixed paused/unpublished agents still starting new sessions and responding on channels—so teams can safely pause agents during incidents or maintenance without unexpected customer replies.
• Fixed Save/Publish intermittently failing in the Agent Builder, which previously forced page refreshes and caused lost momentum while editing.
• Fixed cases where Agent Builder changes appeared saved but were lost after reloading the page.
• Fixed Block settings sometimes showing data from a previously selected Block when switching between Blocks, reducing configuration mistakes in multi-block agents.
• Fixed newly created Snippets, Goals, and Tasks not appearing immediately without a page reload, so builders can continue configuring without interruptions.
• Fixed Jobs To Do counts not updating immediately after removing Key Facts.

Human Takeover (Slack)

• Fixed Slack connections auto-disconnecting and breaking Human Takeover flows (message transfer, switch-back to AI, and reliability during live conversations).
• Fixed Slack disconnect being blocked due to incorrectly detected “active sessions,” allowing operators to manage connections without getting stuck.
• Fixed Slack connections dropping due to cross-workspace connection conflicts when the same Slack workspace was used across environments.

SMS & Consent

• Fixed SMS messages displaying raw markdown/checklist formatting, so AI responses render as readable, SMS-friendly text.
• Fixed SMS conversations linking to the wrong contact due to phone-number normalization mismatches (especially with country codes), ensuring conversations attach to the correct contact record.
• Fixed opted-out contacts still being able to receive outbound messages via API in some cases, improving compliance enforcement.
• Fixed chat-provided phone numbers not reliably influencing consent status, preventing contacts from being incorrectly treated as “No Consent.”

Contacts

• Fixed contact session history showing only the first 20 sessions even when more existed, restoring full visibility into customer history.
• Fixed Contact Details “Refresh” not reliably fetching the latest data, reducing the need for full browser reloads.
• Fixed phone search failing when the query included a country code across Contacts/Campaigns/Segments.
• Fixed phone filtering (e.g., “starts with”) returning incorrect results, including contacts without phone numbers.
• Fixed requiring a country code when manually adding or editing phone numbers, preventing invalid/ambiguous contact data.
• Fixed Contact API ignoring emailType/phoneType and defaulting to “other,” improving accuracy for downstream workflows.
• Fixed small mismatches between Contacts counts and “New Contacts” metrics when filters are applied, improving trust in reporting.

Sessions & Forms

• Fixed Sessions export UI not clearly enforcing the 90‑day window (and overlapping modal behavior), making exports more predictable and preventing confusion about missing data.
• Fixed updated Forms not loading correctly in Live Chat in some cases.
• Fixed Agents using an older Form version after a Form was updated and published, so customers always see the latest published fields.

Integrations

• Fixed Calendly links returning internal API URLs instead of customer-friendly public booking links.
• Fixed bulk delete controls missing for Webhooks and API Tokens, restoring expected admin workflows.

Dashboard & UI

• Fixed Dashboard showing incorrect contact subscription status (Subscribed/Unsubscribed).
• Fixed Contact Activity & Notes empty states appearing with incorrect styling, improving UI clarity.
• Fixed onboarding being skipped when re-signing up with a previously removed email.
• Fixed dark mode UI issues on logout/auth screens.

Release Summary

Total New Features: 5

Total Improvements: 6

Total Fixes: 29

Major Themes

• Agent Follow-Up automation
• Template collaboration across workspaces
• Relcu & SMS compliance controls
• Human Takeover reliability (Slack)
• Cleaner contact data and more trustworthy search/filtering

Top 5 Most Impactful Changes

1. Agent Follow-Up automation (timed follow-ups with routing controls) — Helps teams reduce dropped conversations by automatically following up based on inactivity, with clearer control over Block switching and channel routing.
2. Relcu callable hours enforcement with automatic queuing — Reduces compliance risk while ensuring outbound messages still go out at the earliest allowed time, saving teams from manual scheduling.
3. Relcu Human Barge auto-pauses AI on outbound SMS — Prevents mixed messaging and creates a cleaner handoff when humans take over high-stakes conversations.
4. Templates shared across workspaces — Makes it easier to standardize setups and roll out proven agent configurations across environments (especially staging → production).
5. SMS failure reasons visible in message logs — Cuts troubleshooting time by showing exactly why a message failed and what to fix next.

See what’s new in MagicBlocks and the improvements we’ve made to make it more powerful and reliable. 🚀

Improvements

Sessions — Advanced Filters

Upgraded Sessions filtering from a basic “field + value” filter to Advanced Filters, letting teams build complex queries with multiple conditions, groups, and AND/OR logic to quickly narrow down conversations.

Sessions — Export Sessions: Date Range (90-day limit)

Export Sessions now supports selecting a date range, with a 90-day maximum window (based on Session Start At) to protect system performance and prevent heavy, CPU-intensive export queries.

Relcu — Use MagicBlocks opt-out

Updated the Relcu integration to follow MagicBlocks opt-out rules (instead of contact-level opt-out), ensuring messaging and compliance behavior matches your workspace-wide preferences.

Contacts — Phone number country code

Previously, contact phone numbers did not include a dedicated country code field, so country codes were often missing. We’ve now added a country code field and save it alongside phone numbers to improve normalization and increase outbound SMS delivery success—especially for international contacts.

Contacts — Edit Phone Number and Email

Added a clearer edit (pencil) icon for Email & Phone fields so it’s obvious how to edit these values and what will be updated.

Contacts — No Consent status guidance

Clarified what No Consent means and surfaced clearer guidance before sending outbound messages, so teams understand the potential compliance risk and confirm intent before proceeding.

Campaign - No Consent

Allow sending outbound messages to No Consent contacts (with clear compliance controls and warnings).

Fixed

Dashboard

Fixed dashboard showing incorrect Contact status (Subscribed/Unsubscribed).

Agent

• Fixed Key Facts collection to respect configured “Known” conditions before asking for key facts.
• Fixed “Sort by Last Update Time” to order correctly and avoid unnecessary full page reloads

Chat Appearance

Fixed “Sort by Last Update Time” to order correctly and avoid unnecessary full page reloads

Contacts

• Fixed contact merge overwriting existing primary phone/email; now preserves existing values and adds new ones as additional.
• Fixed UI issue where delete confirmation for phone/email was hidden behind the phone/email list popup.
• Fixed contacts uploaded via CSV not updating existing contacts (upsert).
• Fixed contact search by phone number, including searching for numbers stored without a country code.

Campaigns

• Fixed outbound campaigns failing across environments (Prod 500 / STG “No connection found”).
• Fixed Campaign uploaded contacts not appearing/searching properly after CSV import (screen flow, ordering, email search).
• Fixed Campaign UI not navigating to Run Agent AI tab after successful upload.

Relcu

Fixed duplicate outbound sessions/messages caused by repeated Relcu webhooks (dedup logic).

Calendly

Fixed Calendly connection missing on Connections page

March 2026 Release

See what’s new in MagicBlocks and the improvements we’ve made to make it more powerful and reliable.

New Features

Workspace Credit Management

Maintain uninterrupted campaigns with versatile top-up options via Stripe.

Auto Top-up: Set custom thresholds to automatically replenish your credits when they run low.

Manual Top-up: Add credits as needed with a single click.

One-card Payment: Quick and secure checkout using your saved payment method for seamless budget management.

Outbound Campaigns Page

Launch proactive outreach directly from a dedicated workspace. This initial version allows you to manually upload contacts, select your AI Agent and sender number, and trigger SMS campaigns powered by Twilio with a single click.

Opt-out & Subscription Control

AI-Powered Automation: Agents now recognize "Opt-out" intent. When a user expresses a desire to stop receiving messages, the system triggers an automatic Unsubscribe action, instantly halting all outbound communication.

Manual Admin Overrides: Manage subscription statuses directly within the Contacts page. Admins have the flexibility to manually toggle between Subscribed and Unsubscribed from a contact's detail view to handle specific requests or updates.

Improvements

Secure Contact Sync via GoHighLevel (GHL) OAuth

Connect to GoHighLevel more securely via the official OAuth 2.0 flow. This update replaces manual API Keys, providing a more stable and compliant connection for all Contact Transfers.

Relcu "Sync Lead Fields" Toggle

Choose your data depth with a new toggle in Relcu settings. Select Simple Handover for basic updates and summaries, or Full Lead Field Synchronization to map and update all contact fields automatically.

Updated Terms Of Conditions Acceptance

Display a mandatory Terms and Conditions modal with version tracking and scroll-to-accept validation to ensure users explicitly acknowledge the latest policy updates before proceeding.

Manual Google Knowledge Refetching

Update your data on demand. You can now manually trigger a Refetch of your Google Knowledge sources to ensure your AI Agent always operates with the most current information.

Modular Wizard Generation

Create exactly what you need with independent generation for Sales Playbooks, Knowledge Base Collections, and AI Agents. Build individual components without being forced through a full setup flow

Enable Streaming MCP by Default

Set HTTP Streaming as the default MCP mode and ensure full compatibility with modern MCP servers for more reliable tool execution.

Strengthen Agent Configuration

• Connect Zapier directly inside the Contact Transfer interface without leaving MagicBlocks
• Introduce 42 advanced redaction types to automatically mask sensitive information during Agent interactions
• Standardize logic terminology from “Directors” to “Actions,”
• Remove the non-functional global Jailbreak Prevention guardrail setting
• Streamline Block Brain by removing Company Email and Phone fields in favor of global values
• Streamline Block Brain by eliminating outdated “Use Memories” and “Missing Knowledge Check.”
• Surface Agent Persona details are directly within settings and Blocks for clearer configuration context.
• Standardize new Action conditions with “All Key Facts Found = Yes” as the default
• Clarify PII controls with updated labels and guidance to ensure more predictable and controlled Agent behavior.
• Remove all legacy “message detection accuracy” references across Agent and Block settings (including Guardrails and Advanced Guardrails)
• Update Help Center links throughout Agent configuration areas — including Guardrails, Key Facts, Actions, Brain, Journey, Go Live, and Collections
• Add a visual indicator icon within the HubSpot and Go HighLevel field lists to clearly identify which fields are marked as Key Facts
• When Journey Block or Key Fact limits are reached, display an “Upgrade now” link on the banner

Enhance Chat Appearance Setting

• Clean up and reorganize the Appearance layout with clearer
• Basic and Advanced sections
• Simplified labeling
• More intuitive customization controls for a cleaner configuration experience

Enhance Chatbot Engagement

• Redesign the visual layout of Date-type fields within the Chatbot to ensure the date picker appears clearly
• Customize your AI Agent with human-style Avatar presets
• Control how proactive messages are displayed with a shortened preview followed by an ellipsis (…) before chat opens
• Enable notification sounds for new incoming messages

Find and Manage Sess Faster:

• Filter Sessions across multiple Channels and Sentiments at once
• Search by Message ID
• Focus on the most recent activity with Last Seen Time sorting

Dashboard Performance

• Standardize the default view to Past 14 Days
• Introduce “This Week” and “Last Week” quick presets for easier reporting
• Improve calendar visibility of selected ranges
• Optimize data queries to deliver faster and more reliable Dashboard performance.

Enhance Contact Management

• Standardize terminology from “Leads” to “Contacts” for clearer data consistency across the platform.
• Create and manage Contacts directly from the UI
• Support bulk upsert via API for large-scale synchronization
• Support bulk find via API for large-scale synchronization
• Deleting Contact primary email and phone
• Delete Contact Key Fact, Memories, and Forms directly within the contact details interface

Improve Workspace

• Add clearer safeguards when deleting Explorer workspaces with published Agents
• Enable search within the Workspace switcher dropdown
• Display a persistent notification band for Explorer (Free) workspaces, encouraging upgrade

Enhance Collection

• Relabel “Websites” to “Web Pages”
• Simplify upload messaging: “Upload files from your device or Google Drive”, add contextual tooltips “From device or Google Drive.”
• Improve source visibility by clearly distinguishing Sitemap and Web page origins with actual URLs in tooltips
• Align Spanish translations for updated labels
• Enable item-level deletion with role-based permission controls for more precise content management.
• Enhance right-side menu clarity and visual consistency in both light and dark mode
• Reposition “Open Link” for clearer access

Fixed

Dashboard

• Resolve chart filtering inconsistencies
• Fix “Latest Leads” returning null data
• Correct Goal list loading when switching workspaces
• Address timezone inaccuracies for New Leads metrics

Session

• Fix duplicate inbound SMS messages in production
• Resolve Agent filter issues (including the US region)
• Correct session counter mismatches in new workspaces
• Stabilize sorting and filtering behavior across Session views
• Sessions sometimes show “No sessions.”

Agent

• Fix the inability to publish from the sidebar when the Agent is unpublished
• Resolve Action condition issues message count + greater than not triggering, and “All” condition not working
• Prevent Knowledge toggle from forcing ON when selecting Sales Playbook
• Correct button state not switching to “Save” after edits
• Block saving Handover with invalid required fields
• Fix the global redactions do not mask data
• Restrict the Viewer role from modifying Key Facts
• Restore missing validation highlights in the General tab before publishing.

Contact

• Fix total session count mismatches
• Ensure updated contact details display correctly
• Resolve email filtering does not work
• Contacts sometimes show “No contacts.”

Knowledge & Collection

• Prevent refetch when usage limits are exceeded
• Stop ignored Missing Knowledge items from reappearing
• Correct “Last Updated” timestamp not refreshing after save
• Stabilize Sales Playbook fields from reloading unexpectedly.

Workspace

• Fix the inability to create new workspaces after navigation
• Restore search by Workspace ID
• Resolve 404 errors when navigating directly to an Agent via URL
• Fix Safari new-tab redirect issues during Sign Up and internal routing.

Mobile Experience:

• Restore the missing “Chat Widget Setting” in Go Live on mobile
• Fix tag filter access
• Enable editing collection names on mobile.

UI & Interaction:

• Resolve the inability to save custom CSS in Chat Appearance
• Fix UI stuttering in specific components
• Correct calendar picker malfunction in API expiration date selection.

📅 Released: 17 March 2026

Coming soon

GHL Marketplace

The MagicBlocks app is in final approval to be listed directly inside the GoHighLevel Marketplace. Once published, you’ll be able to install it instantly and activate MagicBlocks within your GHL Automation Workflows to streamline customer engagement.

Instagram & Facebook Channels

These integrations are already built into the platform. We’re completing final approval with Meta so you can soon connect your AI Agent and manage conversations across both channels seamlessly.

October Mini Release

This release simplifies the onboarding journey and workspace management while introducing a clearer, fairer pricing model across all plans. New users can now create Free Workspaces instantly, and existing teams benefit from improved usage alignment across every tier.

New Features

Free (Explorer) Plan

Magicblocks features within usage limits.
Each account can create up to 10 Free Workspaces, all with the complete master menu and core AI tools available.

When a workspace reaches its usage limit, users can seamlessly upgrade to a higher plan to continue building without interruption.

Full features, fair limits — start creating powerful AI Agents for free, upgrade only when you grow.

Improvements

Simplified Signup & Wizard Flow

The onboarding flow has been redesigned for speed and simplicity:
1️⃣ Sign up → Wizard → Generate AI Agent → Go to Try My Agent
2️⃣ No more “Start Free 14-Day Trial” required at the Go Live; users can now publish their Agent instantly.
3️⃣ “Go Live” is available right away under plan limits.

From signup to live Agent in one smooth flow — no waiting, no trial timers.

Updated Pricing & Usage Alignment

We’ve refined the pricing structure and usage limits across all plans to make scaling more predictable and transparent.
Each plan now includes clearer usage boundaries, message limits, and workspace flexibility — ensuring every team can scale at the right pace.

Fairer pricing, smarter scaling — Magicblocks grows as you do.

📅 Released: October 31, 2025
🧾 Sprint: Sprint 44 - MB.Oct.2025.v.01.1
🌐 Category: Product Update & Pricing Alignment

October 2025 Release

The October release focuses on simplifying the Agent experience, improving Sales Playbook generation, and refining the workspace interface for a smoother and more powerful user journey. This update strengthens how teams build, train, and deploy AI Agents — with better rule control, clearer designs, and smarter automation.

🚀 New Features

📘 Sales Playbook – Empower Your Agents with Smarter Selling Knowledge

Magicblocks introduces a brand-new Sales Playbook Collection — a dedicated knowledge base where your Agents can learn to sell smarter, answer objections, and highlight what makes your business unique.

The Sales Playbook helps teams organize key sales insights in one place and connects directly to your AI Agents, so every response aligns with your brand story and sales strategy.

✨ What’s New:

• New Knowledge Type: “Sales Playbook” now appears as a separate Collection under Knowledge.
  You can create, edit, search, and manage Playbooks just like any other knowledge type.
• Structured Sales Content: Each Playbook includes focused sections that train your Agent on what truly drives conversions:
• • Benefits – Reinforce product or service strengths.
  • Objection Mitigation – Handle customer doubts with confidence.
  • Product Highlights – Showcase your top selling points.
  • Social Proof – Add testimonials and success stories that build trust.
  • Pain Points – Help Agents empathize with real customer challenges.
  • Discovery Questions – Guide Agents to qualify leads naturally.
  • Emotional Drivers – Align responses with customers’ motivations.
  • Calls to Action – Encourage meaningful next steps.
• Smart Creation:
• • You can build Playbooks manually or let the Wizard auto-generate one during the Agent setup flow.
  • When creating a new Agent through the Wizard, Magicblocks now automatically generates a Sales Playbook — using the selected Wizard template as its base.

💡 How It Works:

When linked to an Agent, the Sales Playbook enriches the Agent’s main prompt — ensuring every interaction feels persuasive, relevant, and human-like.

If no Playbook is defined at the block level, the Agent automatically falls back to its global Playbook.

🌐 Website Knowledge – Automated Sitemap Change Detection

Magicblocks now keeps your Website Knowledge Collections up to date automatically.

Every Monday of the week, the system scans your sitemap to detect new, updated, or removed pages, and notifies you right from the Knowledge dashboard.

From the new Sitemap Changes panel, you can:

• Instantly review all detected page changes,
• Choose which sitemaps to track and which to ignore,
• Update selected pages with a single click and even auto-generate new Q&As when content changes.

A smart, hands-off way to keep your AI Knowledge fresh and relevant without ever manually re-syncing again.

🛠️ Improvements

🤖  Agent Simplified Behaviour – A Cleaner, Smarter Building Experience

We’ve redesigned the Agent workspace to make it more intuitive, organized, and efficient than ever.

• Streamlined Header: The top header now features a single, simplified version dropdown — no more cluttered labels or timestamps.
• Simplified Left Menu: The Agent menu has been reorganized for clarity
• Try My Agent – A new quick-access space to preview and test your Agent right after creation.
• Journey – The new home for all your Blocks and flow logic.
• Basic & Advanced Mode Toggle: Easily switch between two modes depending on your needs:
• • Basic Mode – Focused and clean, showing only essential Agent fields.
  • Advanced Mode – Unlocks all customization and fine-tuning options. Your mode preference is remembered, and switching won’t reset any data

💡 With this redesign, Agent creation feels faster, simpler, and more human — so you can focus on building conversations, not managing settings.

🪄 Wizard – Smarter Onboarding & Quick Agent Setup

The Magicblocks Wizard experience has been redesigned to make it faster and more intuitive for new users to create their first AI Agent.

Simplified Access:

• The Wizard now appears only for new workspaces that haven’t created their first Agent yet.
• Once the first Agent is created, the Wizard item is hidden from the master menu; users can still access it anytime through “Create Agent → Quick Agent Setup.”

New Signup Experience:

• New users landing on Magicblocks can instantly drop their website URL and create an AI Agent in seconds.
• The setup process runs smoothly in Light Mode and now redirects users directly to the Agent’s “Try My Agent” tab instead of the previous Wizard Complete page.
• Here, users can test their Agent in real-time, watch quick-start videos, or start a free onboarding session — all in one place.

Free Trial Integration:

• When clicking Go Live, new users are invited to start a 14-day free trial of the Standard Plan.
• The system automatically handles the countdown, trial expiry, and subscription transition — ensuring a smooth upgrade path.

🧭 Aligned Header – A Cleaner, Unified Navigation Experience

The Magicblocks top navigation just got a major cleanup. We’ve simplified how you access your workspace settings, making it easier to find what you need — without the visual clutter.

• Removed Topbar: The old topbar (with Theme, Language, Usage, and Profile buttons) has been removed for a more focused workspace view.
• Profile Moved to Sidebar: The profile button now lives at the top of the Main Sidebar, right where you start — easier to access, consistent with the master menu layout.
• Smart Workspace Popup: The Theme, Language, and Usage settings now live inside the Switch Workspace popup

⚙️ Agent Rules

The Agent Rules section has been upgraded from a single long text field to a clean, structured list view, giving builders more flexibility and clarity.

• List-Based Rules: Add each rule as a short, focused item (up to 150 characters) — easier to manage, reorder, and track.
• Drag & Drop Reordering: Arrange rules in the exact sequence your Agent should follow, the AI now reads and executes rules in order.
• Quick Add & Remove: Add new rules instantly with + New Rule or remove old ones with a simple confirmation — all in one click.

💼 Agent Jobs – Give Your AI a Clear To-Do List

The new Agent Jobs feature lets you define exactly what your AI should focus on. You can now create two powerful job types:

• General Jobs – guide how your Agent acts and responds in conversations.
• Collect Key Facts – help your Agent gather essential customer data automatically.

Reorder tasks by priority with simple drag-and-drop, and see them reflected instantly in both test and live versions.

Each job comes with a clear structure, editable content, and smart actions — so your Agents always stay aligned with your business goals.

🧠 Knowledge – Smarter Deletion Control

When deleting File or Website Knowledge, users now see a confirmation pop-up with the option to “Also delete associated Q&As.”

• The toggle is ON by default, removing both the Knowledge item and its related Q&As.
• Turn it OFF to delete only the Knowledge item while keeping existing Q&As.
  Gives users full control when cleaning up Knowledge without losing important training data.

🏷️ UX & Label Improvements

• Renamed “Blocks” → “Journey Blocks”
• Renamed “Guardians” → “Guardrails
• Auto-enabled QA Generation for Knowledge Base
• Polished minor UI labels and feedback texts

💡 Why This Matters

This release sets the foundation for smarter, more structured AI Agents.

From auto-generated Playbooks to rule-driven Agents and simpler design, Magicblocks continues to make building and managing AI sales assistants effortless — no code, just results.

Logs

📅 Published:/ Oct 23, 2025

Version: MB.Sept.2025.v.02

Category: Product Update

September 2025 Release

The September 2025 Release is one of the most significant updates yet, bringing smarter Agents, better data visibility, and an even smoother user experience across the platform.

From intelligent knowledge handling to global persona control and enhanced UI polish, this release focuses on clarity, customization, and control, empowering teams to build, train, and manage AI Agents more easily than ever.

🚀 New Features

📂 Google Drive Connection & Knowledge Import

Connect Google Drive to Magicblocks to import Docs, Sheets, Slides, and PDFs as knowledge sources.

Includes OAuth sign-in, file picker, and real-time import progress into the Knowledge Base.

Enables seamless AI training from your existing Drive content without manual uploads.

🎯 Agent Lead Handover – Multiple Conditional Handovers Based on Goal

Configure different follow-up paths depending on each lead’s goal or conversation outcome.

Automates lead qualification and routes conversations to the right team or workflow, improving conversion accuracy.

🧠 Agent-Level – Global Agent Knowledge

Added a new Knowledge section at the Agent level. If Block-level data is missing, the Agent now automatically falls back to the global Agent-level configuration.

Ensures consistent and intelligent knowledge retrieval across all blocks.

🧑‍💼 Agent-Level – Global Agent Persona

Added a new Global Persona setting at the Agent level, allowing users to define a default persona shared across all Blocks.

When both Agent and Block personas exist, the AI now responds using both contexts for higher consistency and adaptability.

Simplifies persona management and ensures a unified brand tone across every conversation.

🛡️ Agent-Level – Global Agent Guardians

Introduce a Global Guardians setting at the Agent level that applies safety/guardrail policies across every Block and Agent. This ensures consistent knowledge retrieval across the Agent and prevents empty responses even when certain blocks lack data.

Delivers centralized, consistent safety and compliance without per-block setup.

🔐 PII Protection Controls

Business admins can now decide exactly which personal data (Email Address, Phone Number, First Name, Last Name) the Agent AI is allowed to capture, keeping your conversations compliant and privacy-friendly.

Helps companies meet data-protection standards and build user trust.

📚 Knowledge Prioritization by Source URL & User Context

Agents now prioritize and return responses based on the relevance of each knowledge source (e.g., imported website URLs, Drive files, or uploaded documents) and the current user context.

This means the AI dynamically ranks which content source should be referenced first — ensuring every answer is precise, contextual, and aligned with user intent.

Empowers businesses with higher answer accuracy, better personalization, and improved reliability for multi-source knowledge bases.

🔍 Agent – Missing Knowledge Detection

When the system detects a user question that the AI Agent cannot answer, the query is now automatically saved into a Missing Knowledge list.
From this list, users can review unhandled questions and convert them directly into new Q&A Knowledge items, assigning them to any Knowledge Base collection.
Enables continuous knowledge improvement by turning unanswered questions into reusable learning data.

Helps teams continuously improve AI accuracy by identifying content gaps in real time.

💬 Agent – Insert Snippet Variants into Core Fields

Agents can now directly reference and insert Snippet Variants (predefined message templates) into core messaging fields such as Greeting, Introduction, Fallback, and Closing messages.

This allows teams to maintain message consistency across campaigns while personalizing tone and content at scale.

Empowers marketing and support teams to manage conversational tone dynamically, improve reusability, and reduce manual text duplication.

📞 Lead – Classified Email Addresses & Phone Numbers

Leads can now manage multiple email addresses and phone numbers, each classified as Primary, Work, Personal, or Other.

Validation logic ensures all entries are unique, valid, and non-duplicated within the workspace, with clear inline errors and warnings when conflicts occur.

Improves data accuracy, user control, and visibility of contact information within the Lead system.

📧 Email Transcript – Send Conversations in Plain Text Format

Emails sent from Magicblocks can now include a plain-text transcript of the full chat session as an attachment.

The transcript lists the entire conversation history with timestamps and sender details in a clean, readable format.

Makes it easier for teams to review, share, and store chat conversations in a simple text file.

🛠️ Improvements

⚙️ Wizard Experience Enhancements

The signup and onboarding wizard has been redesigned for clarity and flow—simpler steps, better visuals, and improved error handling.

Helps first-time users build agents faster with confidence.

🪄 Chat Widget Animations & Styling

A complete UI/UX redesign that reimagines how users engage with chat — smoother, livelier, and more personal.

💡Highlights:

• 🎯 Customizable Send Button — Personalize the design and position of the send action.
• 🔤 Adjustable Font Size for Input Field — Improve readability for longer chats.
• 💫 Typing Animation for Agent Messages — Realistic, timed “Agent is typing” effect.
• 💬 System Disclaimer Bubble — Automatic intro message for transparency.
• 💡 Starter Message Layout Enhancement — Cleaner display for welcome prompts.
• 📍 Widget Position Options — Choose where the chat appears (left, right, floating).
• 🎞️ Smooth Open/Close Animations — Seamless widget transitions.
• 🔔 Unread Message Badge Animation — Subtle pulse when new messages arrive.
• 👍 Enhanced Feedback Buttons (👍 / 👎) — Real-time animation when users react.
• ❌ Styled End Chat Button — Polished visual state and confirmation flow.
• 💬 Smart Reply Suggestions — AI-powered quick replies for faster interaction.

Brings life and motion into the chat experience, making conversations feel human and delightful.

🧾 Form – Enhanced Interaction & Display Behavior in Chat Widget

The Form inside the Chat Widget now supports two interaction modes — Step-by-Step Field Display and Display All Fields at Once.

• When selecting Display All Fields at Once, the entire form with all fields is shown together, allowing users to complete and review all inputs at once.
• When selecting Step-by-Step Field Display, each field appears one by one in sequence, guiding users through the form interactively.
  Provides full flexibility for designing how form information is presented and completed inside the chat interface.

🗂️ Collection Knowledge – Full UI/UX Redesign

The Collection Knowledge page now features a beautiful, modern redesign focused on clarity, simplicity, and productivity.

Users can browse and manage AI knowledge more intuitively than ever.

💡Highlights:

• 🪶 Modern card interface with improved hierarchy and spacing
• 🧩 Cleaner layout for titles, descriptions, and metadata
• 💡 Smooth hover and selection animations
• 🖼️ Unified typography, icons, and contrast system
• 📄 Expandable content previews for easier reading
• 🎨 Responsive design optimized for all devices

Brings elegance and performance together for effortless content management.

⚙️ Agent – Working & Published Version

Updated the Agent header and publishing logic to make managing versions simpler and clearer.

New version logic separates Working Version (saved edits) from Published Version (live version), while older published builds are listed under History Versions.

Gives users full visibility and control over Agent versions with a cleaner, more intuitive workflow.

🎨 Light-Mode Contrast Upgrade

Improved visual separation, shadows, and dual-tone icons across light-mode UI.

Makes dashboards easier on the eyes and more professional.

🔗 URL Endpoint – Add Test Connection / Trigger

A new Test Connection button lets users verify integrations instantly before deploying events.

Prevents configuration errors and speeds up API setup for developers.

📤 Agent – Lead Handover: Payload Preview for Handover Webhook Setup

Added a payload preview panel in the Handover Webhook setup, allowing users to view the exact JSON payload before activating the webhook.

Improves transparency and helps developers verify data structure quickly during integration.

✨ Agent Creation – New “Create Agent” Popup Experience (DEV-3836)

We’ve refreshed the Agent creation flow with a modern pop-up that appears from the “+ Create” icon — giving you clear, quick-start options in one place.

Can now choose from three creation paths:

• 🪄 Wizard – open the step-by-step setup on the same tab
• ⚙️ Scratch – start from a blank Agent setup
• 📁 Saved Template – instantly launch from an existing template

🧩 Key Fact – Enhanced Listening Logic and Block Selection

Updated the Key Fact listening system with a new “Listen for this fact across all blocks” control and a Block selection dropdown.

When the global option is unchecked, Key Facts listen only on selected or auto-added Blocks; when checked, they listen across all Blocks.

Provides clearer visibility, better flexibility, and precise control over how each Key Fact collects context across the Agent.

🖼️ File Upload – Support for SVG Format

The Upload File component now supports SVG files in addition to JPEG, JPG, and PNG formats (max. 512 KB).

Provides more flexibility for brand assets and sharper visuals across chat interfaces.

📊 Dashboard – Date Range Applied to Statistics

The Dashboard now dynamically updates all statistical data based on the selected date range.

📅 Published:/ Sep 29, 2025

Version: September 2025.v.01

Category: Product Update