Fall 2018 Updates: What’s New & Improved with Zingtree Decision Trees

As always, we prioritize the needs of our customers first. This Fall’s updates include some enhancements to the Agent Portal, new apps for Freshdesk and Salesforce, enhancements to the Task Manager, and more complex expressions in Logic Nodes (Advanced Logic Nodes).

Here’s a complete list of new features we’ve added this Fall:

New Stuff

  • Advanced Logic Nodes
  • Custom Validation Data Entry Field
  • tree_sessions API call now includes duration, last_click_time (Devon V.)
  • Added Webhook, Salesforce App calls to the Event Log (Lasse)
  • Added data variable option in Settings for container_url  (for Jaco P.)
  • New Freshdesk “new ticket” app
  • New Agent Portal options for standard/concise view, show/hide “start again with customer” option (Mathieu)
  • Added Change Password link to Agent Portal.
  • Added Change Password page for Agents in Agent Portal.
  • Added “Reset password on first login” option for adding agents in bulk.
  • Exit Nodes report (Mathieu)
  • Can start Task Manager tasks remotely. (Doug S.)
  • Task Manager – added “Return Later” button (Doug S.)
  • Task Manager remote-start webhook option can now send variables into a task session. (Allie & Heather)
  • Added Salesforce Updater app to Zingtree.
  • Added Google Translate URL parameter option. (Phoebe Y.)
  • If agent logged in via SSO (Single Sign-on) and no source is set, uses SSO login as agent name. (Jay L.)

Updates

  • Opera – double quotes in button text now save properly.
  • Emails to multiple recipients now send as one. (Christian)
  • Email server delivery issues (bounce, reject, spam, etc.) now appear in Event Log at a later date.
  • Document node titles with spaces turn into underscores in PDF file name. (Ryan C.)
  • Added password reset link to agent login.
  • Auto-send email now makes proper newlines from multiline input forms. (Thorsten W.)
  • Spreadsheet import now supports advanced logic nodes.
  • Error messages for SSO not enabled are now better. (Jay L)
  • Added CSV option to Node Popularity, Exit Nodes Report report. (Shay)
  • Exit nodes report now has the option to show exits from the starting tree, even if a subtree was launched.
  • Added an Info button to Agent Portal History to show more details – including data collected. (Tommy G.)
  • Task manager now has a “Task Complete -Return to Tasks” button. (Doug S)
  • Can now include app message as object type to update custom SF objects.
  • Max document nodes increased from 100 to 300. (David M)
  • Document nodes now have a default title if none specified. Blank titles were causing PDF generation to do unpredictable things.
  • google_translate option now includes specifier for specific languages (i.e. &google_translate=fr,es,it,de ).
  • Limits API calls to 6000/day per customer, then throttles.
  • Results report has All Trees option. (Leslie R)
  • Passing session_id in containing URL now reloads state properly for pause & resume. (Tatiane)
  • Emailed Q&A transcripts now use black text (in case of email reader stripping). (Lisa R)
  • Webhook event log now includes tree ID. (Lasse)
  • Event log includes session IDs for webhooks, Emails. (Lasse)
  • Cleaned up error message accessing agent portal options.
  • For embedded trees, container page can send a session ID or merge variables to the tree by adding &session_id= &variables= &values= to the containing page’s URL. (Tatiane)
  • Added Show Session IDs option to session list report.
  • Clean up of Popularity report, Session Details page.
  • Improved Agent Portal Options interface.
  • Document node editor now allows for inserting content from nodes with links in or out. (David M.)
  • Tooltip for agent feedback button now won’t trigger scrollbar. (Katie P.)
  • Inline option for radio buttons.
  • Now substitutes #session# in Slack, other notifications. (Jakob FP)

Fixes

  • Email node editor no longer mislabels next nodes when these were also Email nodes.
  • Adding new elements to Repeating forms no longer shows the same number of elements in ensuing forms on other nodes. (Ryan C)
  • Videos in nodes stop playing when a button is clicked to go to another node. (Matt W.)
  • Tree names with single quotes now are able to be clicked from tree search results.
  • Event log now adds messages with single quotes, sanitizes data. (Mike H.)
  • Undefined variables in advanced logic nodes now evaluate to FALSE, continue to next rule.
  • Advanced Logic nodes load much faster in the node editor.
  • PDF generated document nodes now properly include ##Library: ## inserts. (David M.)
  • If the last node is “Done with customer” in Agent portal, then we no longer save it as the last node visited. (Mathieu)
  • Spreadsheet import now properly saves A/B test nodes.
  • All Tree Stats report properly makes CSV. (Shay C.)
  • Custom logo link now works properly in host.php. (Tyler)
  • Pause & Resume after a search now works properly. (Karen R.)
  • Doc node variable collector goes two levels deep – had too many variables for Ted B.
  • Search form for trees no longer matches titles of non-content nodes. (Lasse)
  • Variables passed from task manager, remote start now get properly set up in Task Manager view. (Doug S)
  • Empty reply-to in auto email sends now properly delivers email. (Cem G)
  • Reordering nodes in Simple Overview when root has changed now works properly. (Nikki H.)
  • Document nodes using nodes with buttons now render properly. (David M.)
  • Logic node comparison strings now remove leading and trailing spaces.
  • Remotely starting tasks now properly sends over merge variables. (Doug S )
  • Updating SF Transcript now better locates Zingtree_Transcript field. (Simon M.)
  • Document node editor now shows variables from all linked trees. (David M.)
  • Salesforce app won’t show an error message if there are no data fields to update. (Simon M.)
  • SSO login page (/sso) with no org_id now goes to the standard login page.
  • Renumber and copy now works when display order has overlaps. (Tyler W)
  • Using process trees no longer kills Zendesk app history.
  • Stock webhooks now appear as an option in Logic Nodes.
  • Logic node editor showed unassigned logic nodes (introduced with advanced logic nodes).
  • Search results now only look in content nodes. (Lasse)
  • Tree Comparison tool with just designer layout changes now gives better results message.
  • All Sessions Report 10x faster, also added session ID column option. (Jay H.)
  • Pop-up overlays no longer always have buttons one per line.
  • Create new Tree showing Buttons style preview now shows two lines of buttons instead of one-per-line.
  • Advanced embedding options gave incorrect JS file for browser-back functionality. (h/t Sofie)
  • Removed feedback button tooltip for Kustomer integration. (Katie P.)
  • Zendesk App brand tag matching doesn’t include unwanted trees.
  • Pause & resume, then going back to the beginning now works as expected.
  • Link node variable substitutions now use form data variables before merge variables. (John K.)
  • Updating root node in designer now properly updates node display.
  • Now retries Mandrill email sends 3x in case of Mandrill 502 gateway or other server errors. (Lasse)
  • Instant Preview in Edit Node no longer makes ugly layout for action buttons, other data entry fields.
  • Edit root node no longer sends it down in Simple Overview display order.
  • Zendesk app was sending variables that started with a digit. Renderer now looks for this, and adds a _ to the variable name if so. (Linda H.)
  • Reloading state with just one node that went to a subtree now works properly.

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