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Changelog

Release Highlights – 20th Jan 2026

Seamless Login with Zoho CRM SSO in Conversive

Conversive now supports

Sign-In (SSO) with Zoho CRM

, this allow SMS magic ZOHO users to login to Conversive. Conversive automatically enables only the features included in their SMS Magic licenses, ensuring a consistent and secure experience.

What’s New

  • CRM-based Login:

SMS Magic Users can now sign in to Conversive using their existing CRM credentials from Zoho

  • Seamless User Access

    :

Users can access the features that are part of SMS magic license in Conversive.

Check out this step-by-step video guide to help you get started quickly.

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Enhanced Role & Permission Management

Role & Permission Management is enhanced to give Customer Admins greater control, flexibility, and visibility over user access—directly from the UI

What’s New

  1. Role-based Feature Control from UI

Customer Admins can now easily manage which features are available to each user role directly from the Account Settings screen using simple on/off toggles.

  1. Bulk Permission Updates

Multiple permissions can be updated at once and saved together, making large-scale role changes faster and more efficient.

  1. Real-time Save & Feedback

A clear Save action commits all changes, with instant success or error messages to confirm the update status.

  1. Predefined Role Suggestions by Plan

Based on your account’s plan, license, and industry, the system now recommends standard roles (such as Admin, Agent, Campaign Manager, Analyst). These are optional and meant to help you get started quickly.

  1. Full Role Customization

Admins can:

  • Create new roles
  • Edit existing roles
  • Delete roles (with safety checks if users are assigned)
  • Assign role to users
  1. License-Aware Permissions

Roles can only enable features that are included in your purchased license. The system prevents over-per missioning and clearly highlights any conflicts.

  1. Safe Role Deletion & Reassignment

If a role is in use, the system prompts for reassignment or confirmation so no user is left without access unexpectedly.

  1. Plan Change Impact Preview

When your plan or license changes, updated role suggestions are shown with a comparison preview. Existing roles remain unchanged until you choose to apply or merge updates.

  1. Audit & Version History

All role and permission changes are tracked with:

  • Who made the change
  • What was changed
  • When it was changed

Customer Benefits

  • Greater control over user access without backend support.
  • Faster onboarding with ready-to-use role templates.
  • Improved security through license-aligned permissions.
  • Better transparency and governance with audit trails.
  • Flexibility to assign multiple roles per user for complex access needs.

Check out this step-by-step video guide to help you get started quickly.

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New Feature: Conversation View in Audience Manager

We’ve made it easier for you to stay connected with your customers by bringing their conversations right into Audience Manager.

What’s New:

  • You can now view the full conversation directly within the Audience Manager record, without navigating to the Converse Desk.
  • All past interactions related to the selected record are displayed in one place, giving you complete context instantly.
  • This helps you continue or review conversations faster, saving time and reducing the need to search across modules.
  • The experience is seamless, ensuring better visibility and smoother customer engagement from within the Audience Manager itself.

Why this matters:

Quickly access full conversation history in one place, saving time, improving context, and enabling faster, more informed customer interactions.

Check out this step-by-step video guide to help you get started quickly.

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Flexible Add-on & Credit Purchase for Existing Customers

We’ve enhanced the purchase experience for existing paying customers, making it easier to scale your account by buying additional licenses, add-ons, or credits — without changing your current base plan.

What’s New

  1. Buy More, Without Changing Your Plan

You can now expand your usage while staying on your existing subscription:

  • Your

    current base plan is locked

    and cannot be upgraded or downgraded during purchase.

  • Only

    eligible add-ons, licenses and credits

    for your plan and CRM (Salesforce, Zoho, Portal) are shown.

  • This ensures you s

    ee only what works with your subscription

    , avoiding incompatible options.

  1. Smart, Plan-Aware Cart Experience

The purchase flow is now fully aligned with your account context:

  • The cart displays

    real-time pricing from Chargebee

    .

  • You can add one or more

    compatible add-ons or credits

    and see the

    total update instantly

    .

After successful payment, your purchases are

automatically provisioned

and available in your account.

  1. Smooth Checkout

Customers benefit from:

  • Choice of

    Monthly or Yearly billing

    with applicable discounts.

  • A seamless redirect to sign-in and checkout, followed by

    instant activation

    after payment.

These improvements make scaling your SMS-Magic account faster, safer, and fully aligned with your current subscription —

no plan confusion, no manual intervention

.

Check out this step-by-step video guide to help you get started quickly.

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Shared Number Access Control Improvements

We’ve introduced

role-based access control (RBAC)

for Shared Numbers to give your teams better control, security, and clarity when managing phone numbers.

What’s New

  1. Smarter Access to Shared Numbers

Shared numbers such as Department Numbers and Office Numbers can now be accessed based on a user’s role in Dialpad.

  • Super Users
  • Have full access to view, subscribe to, and manage all shared numbers.
  • Can assign shared numbers across departments and offices without restrictions.

“

  • Regular Users

  • Can only view and subscribe to shared numbers that are

    explicitly assigned to them.

  • No longer see or access unassigned department or office numbers.

  1. Clear Number Classification

Shared numbers can now be clearly tagged as:

  • Department Numbers
  • Office Numbers

This makes it easier to understand the purpose of each number and apply the right access rules.

Why This Matters to You

  • Improves

    security and compliance

    with role-based permissions

  • Reduces confusion and errors

    when managing shared numbers

  • Ensures

    only the right people

    can subscribe to and use department or office numbers

Check out this step-by-step video guide to help you get started quickly.