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November update

November 28, 2023

This month, we’ve added new options for knowledge base data sources, giving you more flexibility when importing articles and categories. We’ve also made several customer-requested improvements including negative filtering on page URLs for capture widgets, the ability to import and use shortcodes for SMS, and more.

  • Knowledge base — There are now more ways for you to import and manage your knowledge base articles. Zendesk users can directly import articles and categories, all Intercom users can now import categories, and large Intercom accounts (10k+ companies) can import articles and categories. Plus, you can now export the HTML of your Knowledge Base articles directly via API. 

  • Talk — New search capability! Find customers in talk conversations by matching custom field filters. 

  • Capture widgets — We’ve added new ways to filter page URLs on capture widgets, including “does not contain” and “is not”. 

  • Email assets — Download the HTML of any email asset via the API. Plus, you can now use the raw liquid code or fallback data when previewing email assets before you send.

  • Reports — Graph-based reports can now directly map time/date fields using the value of that field.

  • SMS — Twilio and Tall Bob customers can now import and use their short code numbers.

4.3 stars

4.6 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.6 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern
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November update

Nov 28, 2023

This month, we’ve added new options for knowledge base data sources, giving you more flexibility when importing articles and categories. We’ve also made several customer-requested improvements including negative filtering on page URLs for capture widgets, the ability to import and use shortcodes for SMS, and more.

  • Knowledge base — There are now more ways for you to import and manage your knowledge base articles. Zendesk users can directly import articles and categories, all Intercom users can now import categories, and large Intercom accounts (10k+ companies) can import articles and categories. Plus, you can now export the HTML of your Knowledge Base articles directly via API. 

  • Talk — New search capability! Find customers in talk conversations by matching custom field filters. 

  • Capture widgets — We’ve added new ways to filter page URLs on capture widgets, including “does not contain” and “is not”. 

  • Email assets — Download the HTML of any email asset via the API. Plus, you can now use the raw liquid code or fallback data when previewing email assets before you send.

  • Reports — Graph-based reports can now directly map time/date fields using the value of that field.

  • SMS — Twilio and Tall Bob customers can now import and use their short code numbers.