Release Highlights – 6th Oct 2025

Conversive Partner Portal: Portfolio Trends and Account Signals in One Place

Conversive partners can now sign in and see real usage and adoption signals across their customer portfolio. Use these insights to run renewals, saves, and expansions without waiting on admin exports or going back-and-forth to understand who is at risk, who is growing, and where to act.

Why this matters

Our partners need clear signals to run renewals, saves, and QBRs. The portal turns product usage into account health so your team can act early and confidently.

What you can do now

With fast-loading dashboards that stay responsive even at large portfolio scale, partners can now:

• Prioritize renewals:

  See which customers are trending down on usage, logins, or seat activity and start save motions early.

• Find expansion:

  Check license utilization and credit burn to identify accounts that are ready for upsell or additional seats.

• Run sharper QBRs:

  Walk in with hard numbers on activity, adoption trendlines, and outcomes by account.

• Triage support:

  Spot authentication or sync issues that block value and route them to the right owner fast.

Signals available

• Portfolio view:

  total customers, total messages sent, active users, usage trendlines.

• Account drill-down:

  credit consumption, active vs inactive users, plan or license utilization, last login activity.

Access, security, and sign-in

• Partner Admins get full visibility to run renewals, expansions, and QBR prep end-to-end, while Partner AMs get read-only access for execution without risking configuration changes.
• All data is limited to accounts mapped to your organization, pulled directly from source systems for accuracy.
• Access is secured with username/password plus optional SSO and MFA — built for enterprise-grade partner programs.

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Automate Instagram and Facebook Conversations with Seamless CRM Integration

Orchestrate personalized, automated customer journeys on the channels your customers already use, fully connected to your CRM. No manual effort, no context switching, no data gaps.

Build Smart Conversation Flows

Create automated conversation experiences directly in Conversive that guide customers through common inquiries, capture critical information, and trigger the right actions—all while feeling personal and responsive.

• Design flows for lead qualification, support triage, booking appointments, or any customer journey
• Deploy across Instagram and Facebook from a single platform
• Let agents step in manually whenever human touch is needed

Sync Everything with Your CRM Automatically

Every social conversation automatically connects to the right contact in your CRM. No lookups. No manual entry. No duplicate records.

• Instant Contact Recognition:

  Messages are automatically matched to existing CRM records (Salesforce, Zoho, Zoho Bigin, Creatio)

• Automatic Record Creation:

  New contacts are created in your CRM on the fly if no match exists

• Flexible Field Mapping:

  Map social identifiers (Facebook, Instagram, LINE) to any CRM field—Lead, Contact, Account, or custom objects

• Complete History:

  View entire automation and conversation history in your CRM contact timeline

Deliver Consistent, Personalized Experiences at Scale

Your customers get immediate, relevant responses. Your team gets full context and control. Your CRM stays perfectly synchronized.

• Trigger flows automatically when customers message you
• Send pre-defined messages and capture responses effortlessly
• Display contact names and conversation context automatically
• Hand off to agents with complete history intact

What’s Included

• Conversation Flow Builder

  for Instagram and Facebook

• CRM Field Mapping

  for Salesforce, Zoho, Zoho Bigin, and Creatio

• Automatic Contact Recognition

  across all social channels

• Agent Handoff Capability

  for seamless automation-to-human transitions

• Timeline Integration

  to view complete conversation history in your CRM

• Auto-Create Contacts

  when new customers message you

This is how you win in today’s engagement landscape: meet customers where they are, respond instantly with context, and never let a conversation or an opportunity - slip through the cracks. At the same time, your team stops wasting hours on manual data entry and contact lookups, working instead from a single platform with complete conversation history always available. The result? Your business captures every lead, maintains a single source of truth in your CRM, and scales to handle 10x more conversations without adding headcount.

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Automatic Zoho Message Sync — Now Runs Without Interrupting Your Operations

Keeping your Zoho message history accurate no longer requires manual effort or daytime downtime. We now resync failed messages automatically after business hours, so your data stays complete without affecting active service operations.

What’s Improved

• Automatic resyncs

  — Any message that previously failed to sync is now retried automatically after business hours

• No disruption to live usage

  — Sync runs quietly in the background, with zero impact on agents or workflows

• Manual sync still available

  — You still retain the option to trigger a resync on-demand when needed

• Instant status updates

  — Once a message is successfully retried, it appears immediately in both Zoho and SMS history

• Authentication alerts when needed — If a sync fails due to token or auth expiry, you are notified so you can fix it proactively

• Full visibility for admins

  — Retry history and outcomes are tracked in logs for easy review and audit

Result

Your Zoho message records stay complete, up-to-date, and compliant — without manual burden and without interfering with business hours.