What's new at a glance
| Feature | Who benefits | One-line pitch |
|---|---|---|
| Hot lead alerts | Sales reps | Get an email the moment a prospect shows strong buying intent on a call |
| Company-branded follow-ups | Sales reps & managers | AI emails use their company name and pitch—not generic template copy |
| Admin-approved AI assistants | Admins & multi-rep teams | Each rep only uses voice assistants you assign in the admin panel |
| Stronger login security | Everyone | Email verification + optional 2FA for safer accounts |
1. Hot lead alert emails (after calls)
What it does
When a prospect shows high intent on a call, the rep gets an automatic email alert right after the conversation.
- Asks for an immediate callback
- Asks about pricing or an estimate
- Requests a human agent
- AI marks the lead as HOT
Why it matters
- Reps can follow up while the conversation is still fresh
- No need to watch every call live—high-intent moments come to their inbox
- Alerts go to the alert email they configure (or their login email if not set)
- Same lead won't spam them—alerts are limited to once per lead per 24 hours
Talk track: “Zifybot now emails your team when a prospect is hot on a call—so you never miss a ready-to-buy moment.”
2. Personalized AI follow-up emails (your brand, not a template)
What changed
Follow-up emails after calls are no longer signed with a generic template. Each user sets up their own company in Zifybot.
What reps set up (once)
- Company name — appears in the email signature
- Company sales profile — what they sell, value prop, and ideal customer (AI uses this from the call transcript)
- Reply-to / alert email — where prospect replies should go (the system from address is send-only)
- New users: company name and sales profile are required at registration
- Existing users: Settings → Profile to add or update
Why it matters
- Emails sound like they came from the rep's organization
- Content reflects what was actually discussed on the call
- Prospects who hit Reply reach the rep's real inbox, not a dead noreply address
Talk track: “Follow-ups are written from the call transcript using your company's positioning—and replies land in your inbox.”
Action: Ask customers to complete Settings → Profile before relying on automated follow-ups.
3. Multi-tenant AI voice assistants (admin approval)
What it does
Platform admins control which Telnyx AI voice assistants each user can use.
- Each assistant belongs to a user/tenant in the system
- Admins assign allowed assistant IDs per user in Admin → Assistant assignments
- Reps only see and use assistants assigned to them
Why it matters
- Enterprise-ready: central control for larger teams
- Prevents reps from using unapproved or wrong scripts/numbers
- Fits orgs that want compliance and consistent brand on voice AI
Talk track: “Admins approve which AI agents each rep can run—full control for distributed sales teams.”
4. Security: email verification & two-factor authentication (2FA)
- Email verification on signup
- Optional 2FA (authenticator app): setup, backup codes, disable from account settings
- Login with 2FA after password when enabled
- Trusted device option where supported
- Admins can see whether a user has 2FA enabled
Why it matters
- Easier to pass security reviews with prospects and IT
- Protects rep accounts and customer data
- Standard enterprise expectation for SaaS tools
Talk track: “Verified email plus optional 2FA—built for teams that take access security seriously.”
Quick FAQ
- Where do hot lead alerts go?
- To the rep's alert receiver email on Follow-up / alert settings, or their account email if blank.
- Why didn't a follow-up email send?
- Often the user hasn't set company name in Profile. Follow-ups are paused until that's complete.
- Can prospects reply to follow-up emails?
- Yes—replies go to the rep's reply-to / alert email, not the automated sender.
- Who assigns AI assistants?
- Platform admin only, via the assistant assignments page.
Internal & customer-facing release notes · May 30, 2026