📦Dec. 2024 Release

Release date: Dec. 1st, 2024

The December release contains several new features, some bug fixes, and improved performance.

What's New

Edit Fields and Tags When Creating a New Case

New Feature: Enhanced Appointment and Case Management

Agents can now add tags and populate fields when booking an appointment or creating a new case within an inbox.

This feature allows the entry of detailed information at the case creation stage, which can be used alongside Automations to facilitate custom business workflows. Examples include routing the case to a different inbox and sending agent and customer notifications.

Set the "service-category" fields as "Required when created by agent" to ensure the agent completes them when scheduling an appointment or creating a new case.

Send User Notification Automation

Send User Notification Automation

The new “Send User Notification” automation action allows you to notify a user or group of users whenever automation is triggered and all specified conditions are met.

Notifications can be delivered as:

• Cubu User Notifications are displayed in the user’s notifications panel.

• Email or SMS, using the email address and phone number listed on the user’s profile page.

You can configure notifications to target specific users or groups, such as:

• All online agents within the current unit.

• Online unit contacts.

• Agents with access to the case’s inbox.

This feature enhances communication by ensuring the right people receive timely and relevant updates.

New English Locales

Users can use the Preferences dialog (User menu) to select English (Canada) or English (Australia) as the user interface language. This will affect the date and time format displayed in the system.

S2S API

Important! The S2S API Guide was moved here:

About Cubu Server-to-Server API | S2S API Guide | Cubu Docsdocs.cubu.com

New App Role: Case Manager

New API: Queue Up

Creates a new walk-in case using the specified service's definitions (see docs).

This endpoint is part of the new Case Management API.

Braking Changes

• Create Customer

  • Property inputFields changed from an array to a dictionary of [field_type_id, field_value] pairs (see docs).

• Updated Customer

  • Property inputFields changed from an array to a dictionary of [field_type_id, field_value] pairs (see docs).

• Book Appointment

  • It is now possible to set fields and tags when booking an appointment (see docs).

Webhooks

Security Improvements

The Certificate, Basic, and Token authentication methods are no longer supported for webhooks.

Cubu now supports HMAC (Hash-based Message Authentication Code) authentication, which enables services implementing webhooks to authenticate requests sent from Cubu.

See:

HMAC Validation (ASP.NET Core) | Technical Guide | Cubu Docsdocs.cubu.com

Breaking Changes

For any webhook where fields are passed to or returned from the webhook, the fields are passed as a dictionary of [field_type_id, field_value] (where field_value is a string).

For example, see Before Book Appointment

A new Nuget package with updated data types is available here:

Cubu.Webhooks.Types 1.2.2nuget