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
🔒 Disable the Resend Invite option
Admins can now control whether agents are able to resend session invitations to customers. When disabled in system settings, the Resend invitation option does not appear in the agent collaboration UI. This helps organizations that manage invitations through other channels avoid duplicate or conflicting invites reaching customers.
This setting applies to Collaboration Room sessions and to Resend invitations in Case Manager which is also new in this release (see below).
Improvements
✅ Document status now reads "Completed" for every role
The document status shown in the session bubble now reads "X of Y completed" for all participant roles, replacing "signed" wording that could be misleading when a participant's role was to view or download rather than sign. This applies across Dynamic Documents, PDF Templates, and External Documents, in both the customer and agent views.
Viewers continue to be shown separately and aren't included in the completed count.
Case Manager
📨 Resend session invitations
Agents can now resend a session invitation to a customer directly from Case Manager, bringing it in line with the same capability already available in Collaboration Room. A brief cooldown prevents repeated resends in quick succession, and the outcome is recorded in the audit log so there's a clear record of when invitations were resent and by whom.
🔁 Pass your own data via Case Manager webhooks
Developers can now pass their own free-form key-value data into the Case Manager Create Case and Update Case APIs, and that same data is returned in Case Manager webhooks. This makes it easier to match Lightico events back to your own records without an extra lookup.
Case clarity improvements
🏷️ Clearer labeling for the primary participant field
The "Session Owner" field in the Customer Summary and Participant Details windows in Case Manager is now labeled "Primary Participant," removing ambiguity about whose details agents should enter. Helper text has been added to guide agents when setting up a session.
📱 Verify customer contact details at a glance
Both the invitation and OTP channels — email and SMS — are now displayed prominently on the case for agents. This makes it easier for agents to assist customers who cannot find their OTP code.
Document Analyzer
🧩 Document processing your business team can own
Document Analyzer's IDP (intelligent document processing) capabilities just became dramatically easier to put to work. With this release, admins can build a custom document process with no-code interface.
From there, you can:
Choose the AI model behind your process
Add the documents it should expect and mark each as mandatory, optional, or conditional
Build validation rules
Choose which data appears to your team
View, search, and manage every process from one central list