What's new in your account: build your own AI agent, and more

28 June 2026 · by Adam

A fair bit has landed in your account lately, and some of it is genuinely big. Below is the full run-down, in plain English. What each update is, what it means for your business, and exactly where to find it. No tech speak.

Build live AI agents just by writing a prompt

This is the one to pay attention to. You could always build agents in your account. What is new is how easy it now is, and that you can have them running live in the background.

These agents are prompt-based. You give the agent a prompt that tells it how to behave, the knowledge it should draw on (your PDFs, FAQs, even your whole website), web search, and a link to your other tools. Then you run it however suits you. Chat with it on the spot when you need an answer, or set it to fire on a trigger, like a tag changing, a form being submitted or someone using your chat, so it handles the job without you lifting a finger. Once it is live it runs continuously in the background. You can test it before you deploy it, and refine it later just by chatting to it.

You do not have to start from scratch either. There are ready-made templates to get you going:

• Knowledge base assistant that answers questions using your own information. Sorted for support and the questions you get asked over and over.
• Community moderator for anyone running a course or group. It welcomes new members, answers the common questions, and flags content that breaks your guidelines.
• Email campaign manager that plans, drafts and sends targeted campaigns to a chosen segment of your contacts.
• Social media assistant that creates and publishes on-brand posts, including images, tailored to each platform.
• Day-to-day task automation that handles the repetitive jobs in your CRM so they just get done.

Not sure where to start? Describe what you want in plain English and it builds the agent for you. Think of it as a staff member who knows your business inside out and works around the clock. And this is just the start. It will keep growing, and these agents will soon tie into the assistant you already use day to day.

What it means for you: a custom AI helper that knows your business and handles real work, set up in minutes, no tech skills needed.

Where to find it: it is switched on in your account now. Pick a template or describe your own in plain English. [internal link: book a setup session]

Your numbers, and an AI assistant, now in your pocket

The assistant inside your app got a big upgrade on mobile. Ask it a question in plain English and you get a real answer back, not a wall of text. You get tap-able charts, the numbers that actually matter, and it can take real actions too, like creating an image or adding a contact, not just answering.

Ask things like "How many leads came in this week?", "What is still waiting on me?", or "Which job made the most last month?" Ask between jobs, on site, or on the couch. Your whole history is searchable, so you can pick straight back up where you left off.

It is not just for you, either. You can give a team member access and they can use the assistant from their own phone, the same way they would on a computer.

What it means for you: real answers about your business, in your hand, without waiting until you are back at the desk.

Where to find it: open the app, make sure it is up to date, and tap Ask AI.

Lock down who can open your quotes and contracts

A good one if you send quotes, proposals or contracts. You now have tighter control over who actually opens them. You can protect a document with a password, and share it through a one-time or expiring link, so it opens for the right person and only that person.

It means sensitive pricing and client details cannot just be forwarded around or left sitting on someone's device for anyone to stumble on. The right eyes on it, and nobody else.

What it means for you: your pricing and client details stay private, and your business looks more professional and trustworthy.

Where to find it: set it on the document when you send it.

Stop your phone ringing after hours

You can now set your number to only ring during your working hours. Outside those hours the call quietly routes to your backup instead of buzzing on the bedside table. Heading away? Mark a date off and it skips you for the day. It stays off until you switch it on, so nothing changes until you want it to.

What it means for you: your evenings and weekends back, without missing the leads that matter during the day.

Where to find it: Settings, then My Profile, under Inbound call routing.

Find your notification settings faster

Quick one. If you use forms, surveys or quizzes to capture leads, the setting that controls who gets told when someone fills one in has moved into its own clearly labelled tab. No more hunting for a tiny icon. It is now easy to check that the right person is being notified the moment a lead lands, so nothing slips through.

What it means for you: less chance of a fresh lead sitting unseen because the alert went to the wrong place.

Where to find it: open any form, survey or quiz and look for the Notifications tab.

A stack of AI tools is free to use right now

Worth jumping on this one. Until 31 August, a whole set of AI tools is free to use in your account. That includes the AI builder you would use to create the agent in point one. Nothing to buy and nothing to unlock, they are already switched on.

• The Ask AI assistant for quick answers
• AI that drafts your emails
• AI that builds your landing pages
• AI working inside your automations
• The AI builder for creating your own agents

What it means for you: a real chance to try the AI side of your account while it costs nothing.

Where to find it: they are live in your account now. Have a play before the end of August.

Also new recently

A few more worth knowing about if they fit your business:

• Buy Now, Pay Later at checkout. Customers can split the cost into instalments while you still get paid in full upfront. Good for turning a "maybe later" into a yes on bigger jobs.
• Gift cards. Create, sell, send and redeem gift cards. A simple way to pull in cash now and bring new faces through the door.
• A smoother booking page. A cleaner booking flow with fewer steps, which means fewer people dropping off before they book.
• Custom payment-link buttons. The button on a payment link can now say what you actually sell, like "Book my quote" instead of a plain "Pay".

FAQs