Onflo Product Updates
This release brings a freshly redesigned inbox and ticket page, branded login experiences for your district, an AI voice assistant for queue and after-hours calls, and a smarter chatbot that knows your real calendar. Here's everything that's new.
Want to see these features in action? Watch the What's New in Onflo webinar recording for a walkthrough of everything in this release.
The Onflo inbox has been fully redesigned. Quick-filter toggles at the top of the table jump you to key statuses in a single click, search now lives right inside the inbox, and a new tool panel lets each user pick exactly which columns to show. Hover any row to peek at the full subject and original message without opening the ticket, switch between comfortable and compact row heights, and enjoy faster load times on large inboxes thanks to progressive loading. Everything you could do before still works — including blurred rows for tickets you don't have permission to see.
The ticket detail page now uses a modern split layout that separates customer information from the conversation. The split is resizable — drag to give the customer panel up to 50% of the page, and Onflo remembers your preferred width between sessions. Internal notes and customer replies use a refreshed rich-text editor with bullet and numbered lists right at the top level, and attachment controls have been consolidated into a single button. All existing behaviors, permissions, and roles stay exactly as they were — this is purely a visual refresh.
Admins can now create scheduled automations that generate tickets on a recurring basis — perfect for predictable work like weekly walkthroughs, monthly bus stop inspections, or quarterly device audits. Set up the schedule with custom parameters, then view, edit, pause, resume, or delete any automation from a single management view. A change log captures every edit and who made it, and auto-generated tickets are visually flagged in the inbox so staff instantly know what came from a person versus the system.
Replacing the older merge workflow, staff can now mark any open ticket as a duplicate of another straight from the inbox. A modal lets you search and select one or more matching tickets, and the primary ticket shows a linked list of every duplicate so agents always have full visibility into related submissions. Made a mistake? Unlink a duplicate from the secondary ticket's detail page anytime.
Global Tickets — for managing systemic or widespread issues from one place — are now available across all ticket types, including service management. Search and bulk-link individual tickets to a Global Ticket from the inbox or ticket view, and each linked ticket displays a clear banner so agents know it's part of a larger issue. Linked tickets keep their own status and workflow, and to prevent confusion, a ticket can only be associated with one Global Ticket at a time.
System admins can now publish a fully branded login page with a custom URL — replacing the generic sign-in screen with a district-branded entry point for students, staff, and families. Configure your district name, logo, monogram, brand colors, and text sizing from Account Setup, pick a unique subdomain (Onflo checks availability in real time), and use the draft → preview → publish workflow to review everything full-screen before going live. Choose which SSO providers appear on the page, keep email/password as an option, and rest easy knowing the page handles 2FA prompts, forgot-password flow, multi-org account selection, and unauthorized sign-in attempts gracefully. A support portal link is built in.
Give callers a smarter alternative to voicemail or hold music. Admins can now configure an AI Voice Agent to handle calls while families wait in queue or after business hours close. Inside a queue, enable "Route to AI Agent" and assign it to a keypad key (for example, press 2) along with the agent profile to use. A separate toggle under After-Hours configuration sends calls to the AI Agent when no live agents are available. Callers hear a brief message confirming they're being connected to an AI assistant, then get guided answers to common questions. Voicemail and callback options keep working alongside the AI Agent, with priority order following your configuration.
Districts can now search for and claim phone numbers directly in Onflo — no waiting on Customer Success to source one. Search by city, area code, or specific digits, review the number's details, give it a friendly name for easy identification, and confirm. Every number comes with Voice, SMS, and MMS capabilities, and goes active the moment it's claimed.
When admins use Send Me a Copy on a Nudge or shared Overview/Comparison report, the email they receive now identifies itself as a preview — eliminating the confusion of getting a copy that looked like a real recipient's personalized email. The subject is prefixed with "Preview:", a banner at the top of the email explains that names and details will be personalized for each recipient, and salutation fields show as placeholders rather than the first user's name.
System admins can now add calendars as a resource in AI Training Resources — giving chatbots and voice agents real-time awareness of staff availability, scheduled events, and operational schedules without any manual updating. Three import paths are supported: paste a live calendar feed URL (Google Calendar, Outlook, or any ICS-compatible service), upload an .ics file, or import from a CSV using the provided template. Each synced calendar shows its feed, scope, topics, tags, manager, assigned chatbot profiles, an optional expiration date, and a weekly rescan toggle that keeps data fresh automatically.
Once a calendar is synced, the chatbot can query it directly to answer availability questions — like whether a counselor is in today, when the next board meeting is, or whether the front office is open during spring break. Responses reflect what's actually on the calendar rather than static, manually configured schedules. When there's no calendar data for the period being asked about, the chatbot returns a clear fallback rather than guessing.
The Locations module in Settings has been rebuilt with a cleaner hierarchy and a guided setup flow. New accounts can choose between two setup paths: import locations from a CSV or Excel file (with smart field mapping, multi-sheet support, and pre-import validation), or enter them manually through a step-by-step wizard. For manual setup, you'll first define Building Types, Room Types, and optional features as your foundation — importers skip this step because the configuration is derived from the uploaded file. Physical Locations is now organized into Buildings and Rooms tabs, with Floors and Wings as sub-structure inside each building. The older Campus classification has been retired and migrated automatically, and Special Areas now live as Rooms with the area identity preserved in the room name. Containers stay accessible from the Locations sub-nav. Deactivating a building or room now lets admins jump straight to the associated Assets and Parts to handle them first. All existing data is preserved and remapped without loss.