Pilot Release Date: Monday, Oct 13/26

Production Release Date: Tuesday, Oct 20/26

COMING SOON!

GM Canada Sales Leads Integration via Shift Digital—> Direct two-way lead integration and automated lead disposition updates with Shift Digital for General Motors dealerships.

MORI AI: Multi-Lingual —> Soon, MORI will be able to converse in multiple languages, based on the language the caller is speaking. Stay tuned!

CLICK HERE to learn more and hear MORI in action!

MORI AI Enhancements

  1. Booking Days Out — In MORI settings, you will now see "Booking Day Out” which allows you to ensure MORI will not offer dates/times that are within the set limit. This can be set overall for all appts, or an the opcode level if you just need to ensure, for example, that X days are required to pull tires from storage. This removes the need for a custom instruction that isn’t always reliably followed.
    *Please note, to get this logic out quickly, the setup screen is not yet in production until 9.8.7 in November. If you had a custom instruction, your settings have already been applied. Otherwise, reach out to support and they can apply the settings for you in the meantime.

  2. Automated Web Lead Parsing for MORI Bookings — Introduced a global parse template within Service CRM Web Leads to automatically capture incoming MORI AI appointment confirmation emails, link them directly to the matching customer profile using their DealerMine Customer Number, and populate customer details seamlessly for BDC follow-up

  3. Maximum Call Length — The call length for Mori call’s has been reduced from a maximum of 30 mins, down to 15 mins. <0.1% of calls have been great than this length.

MORI AI Fixes

  1. Overflow Logic Improved — Mori now better assesses a calls transfer requirements against the stores overflow settings to ensure email vs phone is selected more accurately.

  2. Selecting the Best Opcode — When a multi-service package, such as a “Service 1” was offered, but the customer stated they only wanted an Oil Change, Mori would sometimes still book using the “Service 1” opcode. This has been resolved.

  3. Non-English Language in Transcript — There were some examples of non-English languages being spoken and recorded in the transcript. This has been resolved by moving to a new transcriber.

  4. Book by Teams — There was an issue where the wrong team could be selected when both a maintenance and repair item were selected, it was not always choosing the “ALL” team. This has been resolved.

  5. Booking Extending Beyond Closing — There was an issue where appointments that were requested with the same opcode more than once, only one instance of the opcode was having its hours counted, thus allowing appts to be booked that would extend beyond shop closing hours. This has been resolved.

Service CRM Enhancements

  1. Real-Time SMS Character Counter & Segment Indicator — The Texting Template editor now includes a dynamic character counter and visual segment status bars (Green/Yellow/Red warnings for 1–4 segments) alongside a 612-character maximum limit to improve SMS deliverability.

  2. Branch-Level GSM-7 Smart Encoding Setting — Added a new SMS Smart Encoding configuration setting under Branch Setup (Off / Extended / Strict), allowing French-language and Quebec dealerships to preserve accented characters while maintaining strict GSM compliance across standard branches.

Service CRM Fixes

  1. Customer Search & Profile Loading Errors (400 Bad Request / 503) — Resolved underlying communication errors that triggered red "Bad Request" and "Service Unavailable getOrbCounters" notifications during customer searches, profile lookups, recycling, and email composition.

  2. Fetch Text Blasts Respecting Scheduled Times — Fixed an issue where scheduled Fetch SMS marketing campaigns were sending immediately rather than waiting for the configured date and time.

  3. Batch Time Zone Alignment — Resolved a time stamp discrepancy in Batch Contacts scheduling windows to ensure displayed times match the user’s local workstation time zone in all areas of Templates & Batch Setup.

  4. Fetch Voice Drops — Solved audio playback runtime errors when previewing Fetch voice drops.

  5. Customer Email Body Display — Fixed an issue where certain incoming customer emails appeared blank in the DealerMine Service Inbox even though text content was received in the database.

  6. Sent Email History Tracking — Corrected customer profile email history to ensure all 1:1, batch, and fetch marketing emails appear under their respective Sent folders.

  7. Undelivered / Blocked Email Contact History — Contact History entries now properly reflect blocked or failed email attempts rather than showing them as successfully delivered (red “X” w/tool tip)

  8. Book by Tech Schedule & Availability — Resolved an issue where appointments overlapping blocked time slots generated duplicate columns, and corrected technician availability color indicators (Green/Red/Grey) in the booking dropdown.

  9. Letter Template Editor — Fixed an issue where the letter creation and template edit window failed to load.

  10. Customer Edit Save Notifications — Eliminated misleading error pop-ups when saving customer profile edits.

  11. Inbound SMS User Attribution — Inbound customer text replies are now mapped to the last active team member who sent an outbound message to that customer phone number, avoiding misattribution to inactive users.

  12. Audio Player Layout in Contact History — Resolved a visual overlap between the customer history audio playback player and the top search bar.

DMS Fixes

  1. Tekion: Customer Address on New Appointments — Updated appointment request payloads to match Tekion API specifications (address object and zipCode), ensuring customer street addresses correctly populate on appointments inside the DMS.

  2. Tekion: Closed Work Orders Clearing from Active WIP — Fixed an issue where closed repair orders from Tekion failed to populate the close date, ensuring closed tickets clear out of active WIP status on customer profiles.

  3. Dealerbuilt — If an appt was booked just at the “right” time during the daily download process, it could disappear until after the next download completes. This has been resolved.

Telephony Fixes

  • Fallback Redirect Logic Outside Business Hours — Corrected Call Queue redirect logic so that After Hours fallback forwarding only triggers when no agents are logged in, preventing calls from prematurely forwarding when agents are logged in under a Not Ready status (which is handled by Overflow).

  • Audio Voice File & Recording Playback — Resolved 500 errors when listening to Telephony audio recordings and added retention policy info tooltips for archived call logs whose audio files have aged out.

  • Caller ID Verification Deletion — Resolved a UI script error when attempting to remove toll-free numbers from the Caller ID verification list.

Reporting Fixes

  • BDC Report Card: Transactional Text Totals — Fixed calculation logic on the Contact Analysis section to ensure Outbound totals sum the correct columns.

  • BDC Report Card: Sort Options & Days Worked Averages — Corrected date range averages to divide by actual Days Worked rather than row counts.

  • Crystal Reports & JangoMail Synchronization — Updated Fetch ROI, Batch ROI, Key Report 4.1 and Outreach Performance Report to reflect actual sent, clicks & bounce counts directly from JangoMail.

  • Fetch ROI — Added “ROI Days” so it can be customized, rather than forcing “30”

  • ROI Calc — Updated to ensure duplicated ROs are not counted more than once, and ROs are only counted where that was an appt booked AFTER the campaign was sent. This may result in lower ROI numbers than you have historically seen, but is now much more accurate.

Sales CRM

New Features & Enhancements

  • GM Canada Shift Digital Integration (Core Plumbing):

    • Changed-Fields-Only Lead Updates: Implemented selective field synchronization that only sends modified lead fields to Shift Digital rather than full record dumps.

    • Lead Merge Notification (TypeId 25): Merging duplicate GM leads now sends a single merge disposition referencing the surviving lead ID.

    • Outbound UserType Tagging: All outbound disposition activities sent to Shift Digital across GM, Nissan, and Chrysler programs now include explicit UserType tags (human, system, or agent).

  • Stock Vehicles Saving Without Manual Build — Fixed a bug where saving vehicle stock details triggered a "Vehicle is not built" error even when build and color data were already present.

  • Web Leads Tab Orb Count — Corrected the badge counter on the store drop-down to reflect only actionable New Leads, eliminating misleading "9+" indicators when no new leads are present.

  • Up List Rotation Sorting — Restored proper availability ordering on the Add Guest to Traffic Log screen (available sales reps in Green display first, followed by Yellow and Red).

  • I-Leads Setup Screen Fixes — Ensured employee selection pencil icons remain accessible without resizing windows, and resolved save errors when editing the Lead Domain Assignment list.

  • Web Leads Processing — Resolved a crash when opening and processing showroom leads from the Web Leads list.

  • Vehicle Matching & Watchlist Error — Resolved a 500 server error on getProviders when opening the Vehicle Matching and Watchlist screens.

  • Jim Pattison Auto Group Trade Appraisal Form — Standardized all JPAG locations with the updated "JPAG 20260804 Pre-Owned Buyers Report Form."

  • F&I Vehicle Sales Sync — Fixed customer profile and appointment associations for imported ERA F&I vehicle purchase records.