Table of Contents
We’re excited to roll out a series of powerful enhancements across task management, automation, AI, CRM, workflow management, and document collaboration. These updates are designed to simplify everyday operations, improve visibility, and help teams work smarter with less manual effort. From smarter AI-driven experiences to enhanced dashboards and automation controls, this release focuses on boosting productivity, clarity, and user experience across the platform.
Let’s delve in!
What’s New in Our Latest Product Update
Task Hierarchy
In our latest update, we’ve introduced the Task Hierarchy feature to bring greater structure and clarity to task management. Users can now organize work using parent tasks and child tasks, making it easier to break down complex work based on dependencies and priorities.
This enhancement improves visibility across all task levels and helps teams track progress more effectively. With clear relationships between parent and child tasks, teams can plan better, collaborate seamlessly, and ensure timely execution.
Enhanced WhatsApp Chatbot with Response Logic
In the latest YoroAI Chatbot update, WhatsApp integration is now seamlessly connected with response logic to deliver smarter interactions and an improved customer experience. This enhancement allows users to structure and personalize automated messages more effectively, ensuring relevant, timely, and consistent responses across conversations.
By linking response logic with WhatsApp, businesses can automate customer interactions based on specific triggers, queries, or scenarios. This helps reduce response time, maintain conversation accuracy, and deliver a more personalized experience—while enabling teams to scale customer support without increasing manual effort.
Session Time out for WhatsApp Chatbot
Users can now configure a timeout for the WhatsApp Chatbot when there is no response from the user for a defined period. This helps manage inactive conversations efficiently and ensures smoother chatbot flow without unnecessary delays.
Automations in User Management
We’ve introduced new automation capabilities in User Management to help administrators manage users more efficiently. Admins can now configure automated actions for key scenarios such as sending welcome messages to new users, triggering alerts when users log in from different locations, notifying users about prolonged account inactivity, and so on.
These automations improve security awareness, enhance user engagement, and reduce the need for manual follow-ups. By automating routine user communications, administrators can save time, maintain consistency, and focus more on strategic user management tasks.
User Role & Supervisor Update
User Management has been enhanced with new fields to capture user designation and supervisor details. With this update, when an administrator attempts to deactivate a user who is assigned as a supervisor, the system automatically alerts the administrator and prompts them to assign another user as a replacement supervisor.
This ensures reporting continuity, prevents workflow disruptions, and helps organizations maintain clear ownership and hierarchy even during user changes or role transitions.
YoroAI Assistant
We’ve introduced the YoroAI Assistant in Project Management to make information access faster and more intuitive. Instead of relying on filters or manual searches, users can now ask questions in natural language and receive instant, relevant answers. In addition to retrieving insights, users can create new projects directly through the YoroAI Assistant and provide bulk access to multiple users in one go.
This enhancement helps teams quickly access project details, task status, and key updates without navigating multiple screens. By reducing search effort and improving visibility, the YoroAI Assistant enables faster decision-making and a more efficient project management experience.
Built-in Widgets in Advanced Widgets
We’ve enhanced Advanced Widgets by introducing a set of built-in widgets designed to speed up dashboard creation. Instead of building widgets from scratch every time, users can simply select a preconfigured widget and customize it to match their requirements.
This update helps save time, ensures consistency across dashboards, and makes advanced reporting more accessible. Users still have the flexibility to create new custom widgets beyond the built-in options, giving them full control to design dashboards that fit their exact needs.
View Customization in Data Table
We’ve introduced new customization options for data tables, giving users greater control over how their data is displayed. Users can now switch between horizontal and vertical table views and instantly preview the layout within the same customization screen.
In addition, users can enhance their data tables by adding images, making information more visual and easier to understand. These improvements help create clearer, more engaging data presentations while allowing users to tailor table views to their specific reporting needs.
Data Table Task
In Workflow Management, the Data Table task now supports the use of Persistence Tables. Users can leverage Persistence Tables for Select and Insert actions within workflow automation, enabling more reliable data storage and retrieval.
This enhancement provides greater flexibility when working with workflow data while maintaining data integrity. Please note that Persistence Tables are currently supported only for Select and Insert operations, and not for Update or Delete actions.
Enhanced CRM Dashboard
The CRM Dashboard has been enhanced with powerful new features to provide deeper visibility into team performance and customer engagement. Users can now view percentage-based increases or decreases across key activities such as email, calls, SMS, and WhatsApp interactions, making it easier to track engagement trends at a glance.
In addition, two new columns—Recent Activities and Top Performance—have been introduced to improve usability and insights. The Recent Activities column allows users to quickly view and navigate to the latest tasks, helping them stay on top of daily actions. The Top Performance column highlights the highest-performing team member based on deals, enabling teams to recognize success, drive motivation, and make more informed sales decisions.
Shared Documents Folder in YoroDrive
YoroDrive has been enhanced with a dedicated Shared Documents section to simplify external file management. This new option allows users to view all externally shared documents in one centralized location, improving visibility and control over shared content.
From this section, users can easily copy existing external links or modify the expiry dates without navigating to individual files. Additionally, clear indicators highlight documents that have already expired, helping users manage access proactively, maintain security, and ensure shared files remain up to date.
External Sharing Link in Documents
We’ve introduced external sharing links for documents, making it easier to share files securely outside the organization. Users can now generate shareable links with configurable expiry dates, giving them better control over external access.
This enhancement ensures documents remain accessible only for the intended duration, improving security and compliance. By simplifying external sharing while maintaining access control, teams can collaborate more efficiently with partners, clients, and stakeholders.
Event Management in YoroRules
We’ve enhanced YoroRules with a new Event Management feature under Rules Administration. Users can now create events and set up automated processes to trigger actions based on those events, making workflow management smarter and more efficient.
This update allows teams to automate repetitive tasks, reduce manual intervention, and ensure timely responses to key events. Users can easily monitor, manage, and customize event-driven rules to match their business needs. By streamlining event handling, organizations can improve operational efficiency and maintain better control over critical workflows.
Together, these updates bring more intelligence, flexibility, and control to how teams manage work, engage with customers, and collaborate securely. By reducing manual steps, improving insights, and enhancing automation across key modules, we continue to make the platform more intuitive and efficient. We’re committed to continuously evolving our features to support faster decision-making, better collaboration, and scalable business growth.
