This article lists features, improvements, and bug fixes that are available in sandbox environments only.
Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.
Collaboration Room
📷 Guided retake for failed IDV images
When an ID or selfie fails verification due to image quality issues or classification problems customers now see exactly which images need to be retaken. They are shown a reason for the failure (blurry, too dark, low resolution, faded, or improperly framed) and how to fix it. So, instead of having to restart the entire verification flow customers retake only the flagged images and continue from where they left off.
🔠 Accessibility features
This release adds two updates that make key parts of the customer experience easier to navigate with assistive technology.
⬇️ Download the current draft inside a Workflow
Since Lightico's document preview cannot be read by screen readers, we've now added a Download draft option so customers can download a PDF Template or External Document mid-Workflow. For this release, it needs to be turned on via the Download incomplete documents setting — the same setting that enables downloading from the main chat view.
📅 Readable date picker
The date picker now supports full keyboard navigation and screen reader use, letting customers select dates without relying on a mouse or visual cues.
Improvements
✅ Clearer selection indicators for Document Request and ID Verification
Selectable cards in Document Request and ID Verification steps now show an arrow, making it clear that the item can be selected. Click behavior is unchanged — this update simply improves visual clarity.
Salesforce integration
🔀 Lightico actions now available in Salesforce Flows
Salesforce has retired Process Builder in favor of Flows, so Lightico's session-creation and Workflow actions are now available as Flow-compatible actions.
🔗 Support for related object fields in Salesforce session creation
Salesforce users can now map fields from related records, not just the main object, when starting a Lightico session. Related data flows into the session, is tracked throughout the interaction, made available in webhooks, and written back to the correct Salesforce records once the session is complete.
🏢 Start Salesforce sessions for business accounts without a Contact
Salesforce users can now start a Lightico session for a business account even when no Contact record is linked to it. When a Contact isn't available, the session uses the email address or phone number stored on the Business Account itself, so organizations managing communication at the account level can continue using Lightico without needing a related Contact.
Document Analyzer
🔎 More accurate signature detection in documents with multiple section headers
Signature extraction is now more reliable in documents that define multiple section headers. If a signature label isn't found under the first header, the system continues checking the remaining headers before determining that no signature exists in that section.
Case Manager
🗑️ Remove a Workflow directly from a case
Agents can now remove a Workflow from a case in Case Manager, matching the same capability already available in Collaboration Room. This resolves cases where a Workflow was added by mistake and previously had to be left in place, which could confuse the customer.