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Change Log

V2.1.0

Updated On June 16, 2026.

  • Update Commerce settings and store connections are now managed from the Integrations page.
  • Update CRM orders and abandoned carts now support Easy Digital Downloads and SureCart.
  • Update Product training now captures richer product details for WooCommerce, Easy Digital Downloads, and SureCart.
  • Update Data source Products tab follows your selected store integration.
  • Update Use LMS data in contact segments for smarter audience filtering. (Pro)
  • Update Use membership data in contact segments. (Pro)
  • Update Setup wizard loads pages, posts, and products faster when choosing what to train.
  • Update Leads are marked as read when you open them.
  • Update Clearer guidance when mapping form fields to Helpmate actions.
  • Update Chat widget automatically uses the current product on product pages for proactive sales.
  • Update Visitors see a friendly message instead of a blank reply when a chat feature is temporarily unavailable.
  • Fix Chat review form no longer reappears after you skip or submit it.
  • Fix End chat flow is smoother and less likely to show duplicate review prompts.
  • New ew Integrations page to connect and manage all supported plugins from one place.
  • New Integrations section in the admin sidebar with its own menu icon for quicker access.
  • New See which supported plugins are installed, and install or activate them without leaving Helpmate.
  • New Page builder connections for Elementor, Gutenberg Blocks, and Beaver Builder.
  • New Contact Form 7 integration — map forms to Helpmate actions like lead capture and ticket creation.
  • New Contact Form 7 integration — order status lookup, refund requests, and appointment booking from form submissions. (Pro)
  • New Forminator, Ninja Forms, WPForms, and Formidable Forms integrations with the same actions (lead capture and tickets free; order status, refunds, and appointments Pro).
  • New Order status cards shown on the front end after successful form submissions when order lookup is enabled. (Pro)
  • New Integration event logs so you can review form submission activity without storing raw form data.
  • New Easy Digital Downloads and SureCart as store integrations alongside WooCommerce.
  • New Choose your active store when more than one commerce plugin is installed.
  • New Sync existing store customers into CRM contacts for WooCommerce, Easy Digital Downloads, and SureCart.
  • New Dokan multivendor integration — sync vendors to CRM and show vendor details on products, orders, and abandoned carts.
  • New WCFM Marketplace integration — sync vendors to CRM and show vendor details on products and orders.
  • New Choose Dokan or WCFM when both multivendor plugins are installed.
  • New LearnPress, Tutor LMS, and LifterLMS integrations — sync students to CRM and view course and lesson progress on contact profiles.
  • New Ultimate Member, Members, and User Registration & Membership integrations — sync members to CRM with roles, account status, and profile details.
  • New Unread indicators on the Leads list so new leads are easier to spot.
  • New Admin dashboard, chat widget, appointment scheduling, and block editor text now support WordPress translations and follow your site language when installed.
  • New Setup wizard step to bring chatbot training data from your local test site when you move to a live website.

V2.0.2

Updated On March 11, 2026.

  • Update Improved readability of OpenAI key info box text on Setup Step 2.
  • New Top bar shows "Chat Credits: Unlimited" with infinity icon when own OpenAI API key is set.
  • New Users can delete their own OpenAI API key from Manage API page.
  • New Manage API page displays first/last 4 characters of saved API key with sk-proj hint for identification.
  • New Clear guidance for own OpenAI key: where to get key (API keys link), add credit/balance (billing link), and clarification that it is not ChatGPT Plus subscription.
  • New Sync Credits button now visible for all users on Manage API page (previously Pro only).

V2.0.1

Updated On February 27, 2026.

  • Fix Auto focus on the chat input while chat widget is closed issue.
  • Fix Sales notifications close icon not clickable on some devices.

V2.0.0

Updated On February 22, 2026.

  • Update Improved AI reasoning capabilities.
  • Update Data source tabs (File, Post, Products, QnA, Text, URL) improved.
  • Update Chat response generator improved.
  • Update Improved chat message bubbles and formatting.
  • Update Updated product carousel component.
  • Update Rich text editor toolbar expanded (code view, image insertion).
  • Update Improved chat conversion system message.
  • Update Removed: Old flat sidebar navigation (replaced by icon bar and submenu panel).
  • Update Removed: Old Activity page (replaced by Inbox).
  • Update Removed: Old Activate API page (replaced by Setup Wizard).
  • Update Removed: Old Dashboard page (replaced by Control Center Dashboard).
  • Update Removed: Old Analytics page (replaced by Control Center Analytics).
  • Update Removed: Old Modules page (replaced by Automations structure).
  • New Completely redesigned admin sidebar with icon bar and submenu panel navigation.
  • New Mobile-responsive sidebar with sheet-based navigation.
  • New Notification bell in top bar with unread notification counts.
  • New Browser tab title sync for unread notification count.
  • New 3-step setup wizard (API Key, OpenAI (Pro), Data Training) for first-time users.
  • New Getting started checklist on Dashboard with step-by-step onboarding.
  • New Free vs Pro comparison table on Dashboard.
  • New Contacts management page (50 contacts free, unlimited in Pro).
  • New Contact details page with Overview, Emails, Tasks, Notes, Conversations, Orders, and Tickets tabs.
  • New Contact details tabs for Abandoned Carts, and Schedules. (Pro)
  • New Leads management page with notification badge for new leads.
  • New Notes system on contacts.
  • New WooCommerce order management linked to contacts.
  • New WooCommerce order metabox showing CRM contact info.
  • New Appointments and Bookings management. (Pro)
  • New Segments with condition builder for contact filtering. (Pro)
  • New Custom Fields for contacts and tasks. (Pro)
  • New Tasks management with Kanban board and list view. (Pro)
  • New Email Templates with template editor and library. (Pro)
  • New Email Campaigns with bulk sending. (Pro)
  • New Email Sequences for automated follow-up flows. (Pro)
  • New Failed emails tracking sheet. (Pro)
  • New Smart Scheduling module with schedules and settings. (Pro)
  • New CRM Analytics with reports for Contacts, Leads, Emails, Tasks, Tickets, and Team Performance. (Pro)
  • New Unified All Conversations inbox replacing the old Activity page.
  • New Chatbot conversations tab (200 chat credits free, unlimited with own API key in Pro).
  • New Tickets tab in inbox.
  • New Archived conversations tab.
  • New Live Chat inbox tab with real-time messaging. (Pro)
  • New Social Messages inbox tab. (Pro)
  • New Comments inbox tab for social media comments. (Pro)
  • New Automations organized into Support, Sales, Marketing, and Conversion groups.
  • New Lead Capture automation page.
  • New Promo Bar moved under Conversion Automation (1 free template).
  • New Sales Notifications moved under Conversion Automation (1 free template).
  • New Chatbot sub-group under Support Automation with Test Chatbot, Customization, and module settings.
  • New Auto DM and Comments automation for social platforms. (Pro)
  • New Email Campaigns automation. (Pro)
  • New Coupon Delivery automation. (Pro)
  • New Proactive Sales automation. (Pro)
  • New Email Sequences automation. (Pro)
  • New Facebook Messages and Comments integration. (Pro)
  • New Instagram Messages and Comments integration. (Pro)
  • New WhatsApp integration. (Pro)
  • New Live Chat channel settings. (Pro)
  • New Social lead campaign components. (Pro)
  • New Teams and Roles management with 5 predefined roles (Admin, Manager, Live Chat Agent, Salesperson, Marketer).
  • New Role-based permission system across all pages.
  • New Modules management page for toggling features on and off.
  • New Analytics page moved under Admin Hub.
  • New Chat review and feedback form in the public chat widget.
  • New Business hours support for the chat widget.
  • New Improved test chatbot with launcher preview mode.
  • New Behavior settings for chatbot (tone, language).
  • New Post and page meta box for training KB directly from the WordPress editor.
  • New Appointment booking form in public widget. (Pro)
  • New Public scheduling page with form template. (Pro)
  • New Email unsubscribe page. (Pro)
  • New In-app notifications system.
  • New Notification badges on Inbox and CRM sidebar sections.
  • New Per-type notification counts (leads, appointments, tasks etc.).
  • New Realtime updates system.
  • New Permissions module with granular access control.
  • New Social message processor for multi-platform handling. (Pro)

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