Customer Features are here 🎉
Watch a 5-min overview
You know how Ply lets you build awesome features for your team? Now you can use the power of Ply to build features for your customers too.
Ply Portals live in their own URL, can be embedded in your website or sent in an email or text message. They don't require a Ply account or an extension. And the best part - they're built just like any Ply feature, so they can be super powerful.
Portals have been in a closed beta for a while, and are already used millions (!) of times every month.
Here's some of what our early customers built with Portals:
- Smart routing forms (that are way smarter than what you know)
- Powerful self-service mechanisms
- Complex data intake scenarios
Some technical info:
Portals support URL parameters as inputs, and are embeddable as an iframe. Coming soon: custom domains and customer identification.Webinar: AI Success and Failure for Support Teams
AI represents a huge shift. It can be challenging to distinguish between what's realistic and can actually impact KPIs and what is merely marketing fluff.
In this webinar, we'll share successes and failures learned from assisting support teams in integrating AI into their workflows. We'll also introduce a framework to guide your thinking about AI use-cases that can enhance your KPIs and how to identify projects that may turn out to yield a negative ROI.
Join us this Wednesday, April 3
,at 11:00 AM PT
and get practical advice that you can start using right away.Microsoft Tools Expanded
Microsoft users, we're making way in supporting the tools you use every day. Two of your most requested apps are finally supported: Microsoft Excel and Microsoft Teams.
Microsoft Excel
Search, update and add data to your spreadsheets from anywhere
Microsoft Teams
You can now bring your communications into any of your apps
Add images to the cards block
Three new templates are now available, useful for adding images to your interface's cards block.
For example, you can show company logos along with other relevant company data in your cards block.
Helper news
- Table to rich text: Turn a table into formatted rich text following a template.
- AI helpers: All of our AI helpers now use newer, more advanced OpenAI models.
Integration news
- Shopify:Shopify has reapproved the Ply app.
- Zendesk:Reply to a ticketactions now accept an author ID, which can be set to the ID of the user that triggered the feature.
- Jira: Clone an issueaction has been added.
- Azure OpenAI:Send a promptand assistant actions have been added.
- Monday:Ply has been updated to comply withMonday’srecent API changes.
- Salesforce: Support for adding features toEvents.
Other fixes 🐞
- Synced groups:You can now sync users from apps without sending out invitation emails.
- Bulk user management:Multi-select and edit user roles, deactivate users, and change admin or owner settings.
- Task log pagination:We've increased the pagination limit for task logs to support more extensive data.
- Rich text input field:Rich text field**** now supports fields for lengthy content
- Crisp:Fixed an issue for users without avatars affecting certain actions..
- HubSpot:Ply now enables retrieval of all object properties.
- Google Sheets: Worksheet names that contain '/' are now supported.
- Trigger add on block would open empty. Now, trigger settings open.
- API request helpers: Fixed a bug where API request bodies didn't accept mapped values.
- Fixed a synced group UI bug.
- Fixed a bug in cards selection.