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FirstDirect360 logo, representing digital marketing solutions for business growth and customer engagement.
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PRODUCT UPDATES

Product Updates and Tutorials

Announcements of new features, improvements, and detailed how-to guides for maximizing the use of your platform.

FirstDirect360 Product Updates & Changelog

New and Improved Dialer: Faster, Smarter, and More Efficient

The new dialer refresh introduces incoming call transfers, faster dialing, IVR navigation, and note-taking. Enhance call efficiency with a streamlined…
FirstDirect360 Product Updates & Changelog

New Payment Schedules and Deposits Feature in Documents & Contracts

Documents & Contracts now include payment schedules, allowing users to set due dates, enable auto payments, and streamline transactions with…
FirstDirect360 Product Updates & Changelog

Instagram Ads Made Simpler with the Latest Ad Manager Update

The latest Ad Manager update simplifies Instagram ad creation. Easily select your Instagram account, preview ads, and manage campaigns across…
FirstDirect360 Product Updates & Changelog

How to Enable and Customize Notes on Your E-Commerce Checkout Page

Discover how to enable and customize the Notes section on your e-commerce store’s checkout page. Let customers provide personalized instructions…
FirstDirect360 Product Updates & Changelog

Easily Link Email Templates to Document Templates and Individual Documents

Discover how to link email templates to document templates and contracts. Personalize emails for specific workflows and contracts with this…
FirstDirect360 Product Updates & Changelog

Easily Move Posts to the Right Channel in Communities

Learn how to use the new Move to Channel feature in Communities. Relocate posts to the right channel effortlessly and…
FirstDirect360 Product Updates & Changelog

How to Save Time with the New Widget Duplication Feature

Discover the new widget duplication feature on the Sub Account Dashboard. Quickly duplicate widgets, save time, and simplify customization with…
FirstDirect360 Product Updates & Changelog

How to Import Your QuickBooks Invoices Seamlessly

Discover a simple way to import your QuickBooks invoices into your system. Centralize your invoicing, automate data imports, and streamline…
FirstDirect360 Product Updates & Changelog

Effortlessly Manage AI Bots with the New “Update Conversation AI Bot and Status” Action

FirstDirect360 introduces the “Update Conversation AI Bot and Status” action, a game-changer for AI bot management. Automate bot assignments and…
FirstDirect360 Product Updates & Changelog

Custom URL Redirection Now Available for Payment Links

Unlock the potential of payment links with custom URL redirection. Easily guide customers to any webpage after payment while choosing…

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