Changelog

Per-page rich-text editing inside Zipflow with a new text-mode toggle, powered by Tiptap.

Double-click a mention token to swap it with a different ZipText token without retyping surrounding copy.

In-place edit framework for tables and inline fields with phase-aware status indicators and automatic revert on save failure.

Programmatic Zipflow advance API: authenticated automation tools can now move customers through a Zipflow on their behalf, with a full audit trail of each advance.

New n8n automation that advances a Zipflow and sends a Twilio SMS, providing an end-to-end pipeline for outbound text notifications.

Heading levels are now preserved when content is rendered server-side, eliminating visual drift between edit and view modes.

Faster first-render of token-heavy pages thanks to a shared ZipText token cache across dealerships.

Nudge timeline gives reps a chronological view of customer touchpoints, with filters and inline actions for follow-up.

ZipText tokens — reusable, named text variables you can drop into Zipflow pages, forms, and messages.

Effects system for chaining global trigger actions across ZipActions.

Webhook CRUD pages let admins create, edit, and disable outbound webhooks from the HQ dashboard.

DMS and Vault filters on the HQ clients overview for quickly slicing the dealership list.

Mobile refresh footer and TSF layout migrated to Tanstack Form for faster validation and consistent error states.

New HQ DMS Inventory and DMS Entries routes with tenant selection and paginated tables for cross-dealership analysis.

DMS deal disambiguation modal: when a load action returns multiple candidate matches, reps can pick the correct deal inline.

Unified ZipActions CRUD that combines tasks and contents into a single screen.

Missed Xtime deals report surfaces appointments that did not flow into ZipDeal.

AiTwilioNumber management for provisioning and editing AI-assigned phone numbers.

Reporting pages now export to Excel instead of PDF, preserving formulas, filters, and column types.

ZipForm exports and on-screen display now include choice slugs alongside labels, and the sidebar can be collapsed.

Scrubber tool for cleaning up inbound DMS data before it lands in deals.

ZipMatchers: configurable, dealership-level rules for matching DMS records to ZipDeal deals with pre-filters and ordered match steps.

New sales prospecting and tracking screens.

Vault filters for slicing document and form vault contents.

ZipForm choice conditions on ZipActions — cascade form behavior based on which choice a customer selected.

DMS omni loader handles disambiguation candidates so the UI can prompt for the right deal when matches are ambiguous.

Major HQ refresh: redesigned client list, faster navigation, status-aware sidebar, and consistent table components across pages.

DealerVault integration for ingesting DMS data through an additional certified provider.

Tiptap-based rich text editing across Zipflow pages, with shared tooling and consistent SSR rendering.

Dealer reports and the new report builder, so dealerships can shape their own performance reports.

AgentConnect engagement improvements, including richer ZipTag context and conversation linking.

Personnel and people management screens for assigning roles, schedules, and dealership memberships.

Dataland workspace for working with imported and exported data across DMS sources.

Ziplogs gains structured filters, richer detail panes, and faster pagination.

Throttling controls for Zipflow and ZipActions to prevent burst sends and align with carrier rate limits.

Xtime appointment sync surfaces upcoming service visits inside ZipDeal.

AgentConnect ZipTag values now display as badges next to the customer name on dealer pages.

Dealership status counts on the HQ clients page for at-a-glance health.

Row-based VTT cue editor replaces the textarea editor, with per-cue timestamps and validation.

ZipFinder modal speeds up navigation across tenants and resources.

Sidebar refinements, global trigger effects, and broad GraphQL performance work.

Service capacity planning with per-shop daily limits and lookahead views.

Zip-holidays so dealerships can mark closures and skipped days for follow-ups and SMS sends.

Model collections to group vehicle models for offers and reporting.

Master accessories catalog plus per-dealer accessories sheets, used in Zipflow and document flows.

Global videos library so videos uploaded once can be reused across dealerships.

FSA (Field Service Advisor) workflows and people module updates.

GraphQL schema additions for ZipTag value typing and broader frontend type coverage.