July 2024 - New in Onflo (formerly Let's Talk!)

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We're excited to share the latest updates to Onflo (formerly Let's Talk!), driven by your valuable feedback and our commitment to enhancing the platform. This month's release introduces powerful new features for the generative AI Onflo Chatbot, telephony improvements, and several user-inspired updates. These enhancements are designed to provide you with the tools you need to deliver exceptional customer service and improve operational efficiency districtwide.

Please continue to share your ideas and feedback with your Client Success Manager or submit feedback through the question mark icon in Onflo. Your input is essential as we continue to innovate and ensure Onflo provides the best experience for you and your team!

Features inspired by the Onflo community 

We’re excited to deliver updates and refinements that improve the overall Onflo user experience, inspired by your feedback. Here’s a look at what’s new:

  • Minimize AI Themes: We heard your feedback about AI Themes — and we’re excited to share that you can now minimize the AI Theme panel, and it will automatically minimize when you reply to a customer.
  • Delete users who do not activate accounts: Inactive users can now be deleted from the User Management page.
  • Set Out-of-Office for the current day: Set an Out-of-Office that includes the current day. 
  • Updated workflow triggers: Create a workflow for a specific phone line.
  • Two-factor authentication for SSO accounts: For accounts with SSO set up, users can log in via a username and password but will be required to enter a one-time passcode sent to the email address associated with their SSO account. 
  • Landing Page/Tab Editor: This setting is moving to the Account Setup section of settings — where it belongs!
  • Define, schedule, and send data exports: You can now create a custom data export, schedule the export, and send it via email or to an SFTP location.

Onflo Chatbot and Resource Center

User Community Idea Delivered: Resource Center Website Scans

  • Enter your district’s website domain into the Resource Center instead of just individual pages, which powers your Onflo chatbot and AI Ticket Replies, for a comprehensive website scan.
  • This feature will only scan web pages that are connected to your district’s main domain. If school sites or campuses have their domains, you will need to scan those individually as you do for web page scans. 
    • For example, mcsdistrict.org/carrierelementary would be included in your full site scan of mcsdistrict.org but carrierelementary.mcsdistrict.org would not. 
  • Important: Be aware that scanning your entire domain will pull all web page content into your chatbot, including any outdated pages, which will be added to the Resource Center.
  • Full site scans are best for districts that are diligent about their website content maintenance. For the most accurate web page scans, we recommend scanning individual web pages that are updated with the latest information.
  • If you make any updates to the web page or domain, you will need to re-scan the URL.
  • Learn how to set up your generative AI-powered Onflo Chatbot. 

User Community Idea Delivered: ✨ Create Separate Chatbots for Departments or Schools

  • With the new Chatbot Profiles, you can create department or school-specific versions of Onflo Chatbot, allowing for more tailored and relevant responses. 

User Community Idea Delivered: ✨ Onflo Chatbot Dashboard — Trends Summary

  • As we continue to develop robust reporting features for Onflo Chatbot, we’re excited to introduce a Trends Summary section in your Onflo Chatbot dashboard.
  • This provides a summarization of trending themes, helping identify what your community is talking about and areas where additional resources are needed in your Resource Center. 

Call Center

  • Call Details Report: System administrators now have access to detailed call reporting. Reports capture calls handled by agents, abandoned calls, calls received outside of business hours, and more.

Form Builder

  • Answer-based Workflows: Assign a ticket to a Topic based on the answer to a question within your form.

Ready to dive in? 

We're excited about these updates and look forward to hearing how they transform your customer service. As always, we value your feedback and are here to help your team have the best Onflo experience. If you have questions about these new updates, reach out to your Client Success Manager or our Client Care team

 

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