Release January 5, 2025

New features

This release includes the following new features:

Create custom roles

Roles define a Lightico user’s level of access to Lightico collaboration room and admin center. Currently, you can choose one of the following roles for each user: profile admin, agent, business configurator, team supervisor, and user admin. With this release, you can define new roles and define to which parts of the platform each custom role has access.

For more information, see Managing users and permissions.

Same contact information for two participants

In certain cases, the same individual may need to sign a document in multiple roles, such as a CEO who is also the CTO. In the Workflow builder, the BC clarifies roles by assigning a unique label to each participant that describes their role in the documents of the Workflow (see Create multi-signer Workflows). With this release, agents can now assign the same name and contact information for two different participant labels.

Separate sessions are created, and the person receives two messages with unique session links for each role.

For more information about adding contact information in a session, see Add contact information for additional participants.

Fixes

Collaboration room

• Resolved an issue with adding a visual cart to a session.

• Footer now displays #FILE_ID system value.

• Resolved an issue where some authoritative copies of documents were not sent the evault.

• German localization for the agent side collaboration room now appears as expected.

• Complex Attribute dropdowns in Forms are now working as expected.

• The SMTP hub now sends “session completed” emails.

• Resolved an issue for SFTP document storage where the uploaded filename was sometimes replacing the directory name in the file path.

• Resolved an issue with files saving on SFTP.

• Session owner can now assign participants even when the Workflow contains a switch and an External Document with optional signers.

• An agent field in an External Document in a Workflow is now properly populated with text.

• Resolved an issue where, in some cases, active buttons were grayed out.

• Aggregate functions now display properly in a visual cart.

• Resolved an issue where text added to a reengaged session would not display properly.

Studio

• Clicking Create multiple times no longer results in multiple team creation.

• The replace button in the Workflow builder now replaces an HTML on the first attempt.

• Label text in an agent Form now wraps as expected.

• Aggregate functions can now be placed accurately in an HTML page.

• Resolved an issue where sometimes a Workflow condition hub would become corrupted.

• Resolved an issue where sometimes the wrong Workflow switch or condition hub condition would be deleted.

Campaigns

• Resolved an issue where the campaign ID returned a value of NULL.

• Progress status now updates correctly.

• CSV column name no longer impacts sending a Workflow with an agent Form.

Settings

• Resolved an issue when accessing settings with team supervisor or user admin roles.

• Settings for newly created teams now show the SMS option for Engagement channels.

• Resolved an issue with deleting users.

• Resolved an issue with some users logging in via SSO.

• Change colors and color palette works as expected in Colors for customer session.

System Usage

• Resolved an issue with creating agent reports on the Audit page.

Salesforce app

• Resolved an issue that was affecting document uploads to Salesforce.

• Confirm and Install buttons now appear as expected when upgrading or installing the Lightico app via AppExchange.

Release timeline