{"id":15290,"date":"2025-12-08T01:02:20","date_gmt":"2025-12-08T01:02:20","guid":{"rendered":"https:\/\/www.k12insight.com\/kc\/?p=15290"},"modified":"2025-12-08T01:02:20","modified_gmt":"2025-12-08T01:02:20","slug":"new-in-onflo-december-2025-part-1","status":"publish","type":"post","link":"https:\/\/www.k12insight.com\/kc\/product-updates\/new-in-onflo-december-2025-part-1\/","title":{"rendered":"New in Onflo \u2014 December 2025 (Part 1)"},"content":{"rendered":"\t\t
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Faster Setup, Smarter Automation, and More Control for Your Team<\/i><\/strong><\/p>

Our December release delivers several significant efficiency upgrades and UX\/UI enhancements. From a redesigned Custom Forms experience to smarter chatbot optimization, faster telephony setup, and new role-based permissions\u2014this update helps your team work faster, stay more organized, and create better experiences for staff, families, and community members.<\/span><\/p>

These updates focus on reducing admin workload, improving agent efficiency, bringing clarity and consistency to support workflows, expanding automation with trustworthy AI recommendations, and tightening control over permissions without increasing complexity. Together, these enhancements help districts deliver faster, more reliable service across every department.<\/span><\/p>

Let\u2019s dive in.<\/span><\/p>

A Better Way to Build and Manage Custom Forms<\/strong><\/h2>

Building complex forms just got easier. Whether you manage IT tickets, HR service requests, Facilities workflows, or districtwide customer service processes, the upgraded Custom Forms experience saves time and reduces errors.<\/span><\/p>

A cleaner, more intuitive form builder<\/b>
<\/b>You can now add questions directly within the builder\u2014no more scrolling to the bottom of the page to create new items. A new right-hand panel centralizes topic selection, question imports, and default values, keeping everything you need in one place. The means admins can build or revise forms faster with fewer clicks, improving consistency and reducing setup time.<\/span><\/p>

Edit the system Default Form<\/b>
<\/span>The Default Form can now be edited, ensuring every newly created topic automatically maps to the correct form without requiring manual assignment. This minimizes manual upkeep while ensuring agents always have the right information.\u00a0<\/span><\/p>

More flexibility for IT and agent workflows<\/b>
<\/b>You can now edit the IT Customer Portal Form and designate any custom form as the <\/span>Recorder Form<\/b> for agents creating general tickets. This lets districts match the internal ticket creation experience to the customer-facing form, ensuring a consistent experience for agents.<\/span><\/p>

New \u201cSave Progress\u201d workflow<\/b>
<\/b>A redesigned save experience prevents progress from being lost when building or updating forms.\u00a0<\/span><\/p>

Smarter Chatbot Optimization & Resource Management<\/strong><\/h2>

Name change + new feature to get more from your chatbot<\/b>
<\/b>\u201cDashboards\u201d have been renamed \u201cAnalytics\u201d to reflect their value in driving improvements. We are also excited to introduce a dedicated Optimization page that highlights answer rates, unanswered questions, and AI-powered recommendations to address missing content or incomplete resources. This makes it even easier to uncover content gaps and ensure your chatbot always has information it needs to answer questions quickly and accurately.<\/span><\/p>

Bulk-edit resources while scanning<\/b>
<\/b>When scanning large batches of pages, you can now adjust tags, profiles, topics, and managers all at once before the process finishes. This streamlines resource creation by allowing to categorize large batches of web pages or documents.\u00a0<\/span><\/p>

Improved scanning stability<\/b>
<\/b>Scans now stop after 500 unscannable pages, preventing system slowdowns caused by large numbers of blocked pages and improving overall performance during the chatbot scanning process.<\/span><\/p>

Apply all filters at once
<\/b>Analytics filters can now be selected and applied together, improving speed and reducing lag time during dashboard data refreshes.<\/span><\/p>

Telephony Upgrades: Faster Setup, Higher Quality, Less Work<\/strong><\/h2>

We\u2019ve introduced several improvements that make it easier to configure phone lines, IVR options, and greetings across your district.<\/span><\/p>

Create what you need\u2014without leaving the setup flow
<\/b>You can now create Queues, Greetings, or Saved Replies <\/span>on the fly<\/span><\/i> while setting up numbers or IVR flows. This significantly speeds up the telephony setup process.\u00a0<\/span><\/p>

Preview greetings instantly
<\/b>Now you can listen to and preview any greeting directly in the Queue or Greeting section. This simplifies quality assurance, letting agents and administrators be confident that they are using the correct and highest-quality audio files.<\/span><\/p>

Generate greetings using Text-to-Speech
<\/b>An internal text-to-speech feature lets you create clean, professional greetings in multiple voices and languages without recording anything. This is a great solution for creating clear, professional greetings without needing recording equipment as well as supporting multilingual needs and quick updates.<\/span><\/p>

Custom User Roles for Granular Permission Control<\/strong><\/h2>

Define exactly what each user can view or manage
<\/b>Admins can create custom roles allowing granular control over system settings, locations, asset types, inboxes, and more. This ensures roles match real district job functions\u2014for example, giving school principals view-only access while granting IT managers full administrative control\u2014and protecting sensitive areas, such as Campaign Manager, Global Tickets, Call Recordings.<\/span><\/p>

Additional Enhancements<\/strong><\/h2>

Search tags by category<\/b>
<\/b>When assigning tags to a ticket, you can now search by tag category as well as tag name. This means faster tagging, especially when users can\u2019t recall the exact tag name.<\/span><\/p>

Download all attachments at once<\/b>
<\/b>A new \u201cDownload All\u201d option packages all ticket attachments into a single Zip file for quicker, simpler file retrieval. This is especially helpful for investigations, audits, or compliance processes.<\/span><\/p>

Ready to Get Started?<\/strong><\/h2>

Onflo empowers your district to deliver exceptional customer service\u2014all from one platform. If your district isn\u2019t yet using these game-changing features to power your customer service, connect with your Client Success Manager to get started.\u00a0<\/span><\/p>

Stay up to date on the latest enhancements\u2014catch up on <\/span>previous Onflo updates<\/span><\/a>.<\/span><\/p>

As always, we value your feedback. If you have any questions, reach out to your Client Success Manager or our <\/span>Client Care team<\/span><\/a>.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Faster Setup, Smarter Automation, and More Control for Your Team Our December release delivers several significant efficiency upgrades and UX\/UI enhancements. From a redesigned Custom Forms experience to smarter chatbot optimization, faster telephony setup, and new role-based permissions\u2014this update helps your team work faster, stay more organized, and create better experiences for staff, families, and...<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_kad_post_transparent":"default","_kad_post_title":"default","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"default","_kad_post_vertical_padding":"default","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[414],"class_list":["post-15290","post","type-post","status-publish","format-standard","hentry","category-product-updates"],"_links":{"self":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/15290","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/comments?post=15290"}],"version-history":[{"count":11,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/15290\/revisions"}],"predecessor-version":[{"id":15301,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/15290\/revisions\/15301"}],"wp:attachment":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/media?parent=15290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/categories?post=15290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}