New
- Demands and needs statements. When a customer finishes your own compliance journey, a statement of their answers and recommendations appears on the journey summary to download.
Compliance Journeys · Workspace, Website plugins - Recommendation restrictions. Show a compliance recommendation only when the customer's answers match the questions you choose, and see why a product wasn't recommended.
Compliance Journeys · Workspace - Campaign result emails. Email the result of each campaign run to everyone who can see the campaign. Turn it on in the campaign template's outputs.
Sales Showroom · Workspace - Finance product brand exclusions. Stop customers being offered a finance product on the vehicle brands you choose, while you can still quote it yourself.
Finance Point of Sale · Workspace, Customer portal
Improved
- Guided setup. New workspaces, organisations and products are set up one step at a time, asking only what your type of business and each product need.
All products · Workspace - Dashboards by site. Narrow a dashboard to one of an organisation's sites, with breakdown tables split by site.
Sales Showroom · Workspace - Compare offers. Compare scores now works for every customer, including those with no current deal, and shows total amount payable and fuel or charging costs.
Sales Showroom · Workspace - Vehicle matches by finance type. Quote matches on a finance type such as HP or PCP on every match page, and the best product is picked for each vehicle.
Sales Showroom, Finance Retention · Workspace
Fixed
- Delivered counts on dashboards now go by handover date, so imported agreements no longer count as delivered in the month they were imported.
Sales Showroom · Workspace - Expected mileage at the end of an agreement is now labelled clearly and worked out in miles from the starting mileage.
Finance Retention · Workspace
For partners
- Workflows from a sample file. Upload a file you receive, say what should happen to it, and Twilltac builds the steps and tries them on the sample for you to check.
Workflows - Capability plugins. Write a capability implementation as a plugin in the partner app, compile it in the browser, save a draft and run test calls against it.
Capabilities - Settlement request webhooks. Subscribe your app to an event sent when a lender reports that a customer has asked for a settlement figure.
Events and webhooks - Token sign-in. Check for new file and download file steps can sign in for a bearer token first, so workflows can call APIs whose tokens expire.
Workflows - Paged JSON downloads. A download file step can page through an API's JSON rows and save them as one CSV, ready to import.
Workflows