What’s New on Unblu

Discover the latest feature releases, improvements, and updates.

Trigger workflows and actions in other platforms using the Unblu custom action API


NOVEMBER 8, 2023

Our custom action API is designed to effortlessly initiate workflows and execute actions directly from Unblu across key platforms, such as CRM, core banking systems, and e-signature solutions.

This feature offers three types of custom actions:

  1. Trigger an action from the conversation level. For example, equip your agents with a one-click button inside the Agent Desk to select and send documents to the visitor, while managing the document in a centralized repository such as your existing Enterprise Content Management solution.
  2. Trigger an action based on the participant’s information. For example, you could add a button on the Unblu agent desk for the agents to open a participant’s portfolio in their CRM application.
  3. Trigger an action from a message in a conversation. For example, relationship managers can begin an electronic signature process from a file uploaded into the conversation.

Experience the enhanced efficiency and precision our custom action API offers, ensuring a more seamless and streamlined workflow for your team.

Technical Documentation
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Brandable agent mobile app

Secure Messenger Voice & Video

NOVEMBER 8, 2023

Facilitate seamless communication between advisors and clients with Unblu’s brandable mobile app.

Key Features:

Intuitive in-app calling and texting
Empower your advisors with an easy-to-use app that provides an intuitive in-app calling or texting experience.

Out-of-the-box convenience
Our brandable mobile app is readily available for both iOS and Android platforms, requiring no additional development or maintenance efforts on your end. We also take care of the app listing process on app stores.

Tailored to your brand
Unblu understands the importance of maintaining a consistent brand image. We will collaborate with you to match the app’s design to your branding, ensuring a seamless extension of your institution’s identity.

Compliance at your fingertips
Our mobile app is designed to keep your advisors connected with clients on-the-go while ensuring full compliance with industry regulations.

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Integrate Unblu into MS Teams for agents and advisors


NOVEMBER 1, 2023

You can now integrate the Unblu agent desk into MS teams. Do your agents prefer MS Teams? Retain the familiar interface for internal and customer communications – with the added power of Unblu.

The Unblu MS Teams integration ensures access to a centralized platform to securely address customer requests. Benefit from Unblu’s Live Chat, voice & video calls, and next-level Co-Browsing collaboration capabilities to provide a superior support experience.

Consolidate notifications into one channel and never miss a message or call from the customers.

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Maximize Live Chat efficiency with our agent Bot Sidekick

Conversational AI

OCTOBER 25, 2023

Empower your agents and advisors with swift access to your organization’s knowledge base.

The Unblu Bot Sidekick blurs the line between Conversational AI and Live Chat. By offering human agents AI-generated suggested responses, agents can boost their efficiency and maximize resolutions.

Here’s how it works.

  1. An agent or advisor receives a query or request.
  2. A scanning process automatically begins.
  3. The instant support allows agents or advisors to reduce the average handling time – and increase their first contact resolution rate.

See the demo
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File Upload Interceptor API

Security & Compliance

OCTOBER 18, 2023

The new file upload interceptor API builds on Unblu’s track record of proactive security measures. Used alongside our existing message interceptor, you can perform virus scanning and other security checks to protect the system and users from potential harmful files.

Here’s how it works.

  1. A document is uploaded to a conversation.
  2. A scanning process automatically begins.
  3. Any files that may contain viruses, malware or other malicious content are identified and rejected.

The upload interceptor API also allows you to scan and reject documents containing sensitive information to remain compliant with your industry or jurisdiction’s legal requirements – while reducing the risk of users sharing compromised files.

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Reply to a message in-thread

Live Chat Secure Messenger

OCTOBER 11, 2023

Never miss a beat. Visitors and agents can reply to specific in-thread Unblu messages. Keep on top of parallel conversations without losing context.

Integrate Unblu into Salesforce to augment calls and chats


OCTOBER 4, 2023

Unblu’s out-of-the-box app for Salesforce is published on the AppExchange.

Enhance your customer and agent experience:

  • Provide agents with visual context on Salesforce chat during customer interactions.
  • Augment existing phone calls while allowing agents to stay on relevant pages in Salesforce and benefit from the 360 degree view of the customer.
  • Synchronize Unblu data with Salesforce – and store all communication history in a centralized repository.

Leverage Co-Browsing in Salesforce

Enrich your existing channels with Co-Browsing and video calls to reduce chat and call handling time and increase conversion rates.

View our AppExchange listing
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Using different bot personas to provide a more humanized service

Conversational AI

SEPTEMBER 27, 2023

Define your bot’s tone and personality using our Conversational AI Bot Persona feature.

Particular customer demographics have common requests, traits, and preferences. Speak their language by developing a bot persona that boosts engagement and satisfaction.

Whether it is solution-oriented, trust-inspiring, or easy going and friendly, match your organization’s branding strategy to provide accurate responses in the right tone and language.

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Join conversations using phone numbers with our SIP Dial-In

Voice & Video

SEPTEMBER 27, 2023

Internet connectivity issues happen, but that doesn’t mean the scheduled meeting or ad-hoc voice or video call should end.

With SIP Dial-In, agents and visitors can join the session using a phone number and keep the conversation flowing.

  • No internet connection? Use a public dial-in number to join the conversation.
  • Want to keep the video or Co-Browsing sessions going? Join the conversation using a personal dial-in number just for the audio.
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Conversational AI Integration Live Chat Secure Messenger Security & Compliance Voice & Video