Inside Coachio #10

Here’s what’s new this week inside Coachio — fresh features, improvements, and announcements to help you build faster and deliver better results for your clients.

You can view every update anytime at coachiohub.com/changelog.

Smart Lists Menu Moved

The “Manage Smart Lists” and “Restore” options have been relocated for a cleaner experience.

What’s changed:

• These options are no longer in the header menu.

• They now live inside the actions menu (⋮) next to the Add Contact button.

• A temporary header message will guide users to the new location until Feb 15, 2025.
  

How to access:

• Go to Contacts → SmartLists

• Click the three-dot (⋮) menu next to Add Contact

• Select Manage Smart Lists or Restore

Why this matters:

• Reduces header clutter

• Improves consistency with updated CRM patterns

• Keeps key actions contextual and easier to find

Social Planner: RSS Publishing Upgrades

RSS automation just became more flexible and reliable.

What’s new:

• Option to include RSS item descriptions

  • Toggle ON to publish title + description

  • Toggle OFF to publish title only

• Preview up to 5 RSS items before publishing

• Platform-aware content generation

  • Each platform now respects its own character limits

  • Links and ending text are preserved whenever possible

Why this matters:

• Better formatting control

• Fewer unexpected truncations

• More predictable automation performance

How to use:

• Go to Marketing → Social Planner → RSS Automation

• Add or edit a feed

• Enable “Include Description” if desired

Tasks: Smarter Notifications

Daily task notifications are now smarter and less noisy.

What's new

• You can disable daily summaries when you have zero due or overdue tasks.

Where to find it:

• Settings → My Profile → Notifications → Task Notifications

• Enable: “Don’t send notifications when there are no tasks”

Why this matters:

• Fewer unnecessary emails

• Cleaner inbox

• Notifications only when action is required

Conversation AI: Auto Follow-Up in Flow Builder

Auto Follow-Up is now available inside the Flow-Based Builder.

You can visually configure how Conversation AI re-engages contacts who:

• Stop replying mid-workflow

• Say they’re busy

• Request a follow-up later

What this unlocks:

• No more separate re-engagement workflows

• Conversations resume inside the same flow

• Context is preserved

• AI can pick up exactly where it left off

Primary use case:

If a contact stops replying mid-workflow, you can:

• Automatically detect the drop-off

• Schedule follow-ups

• Re-initiate naturally

• Resume when they reply

Eligible actions include:

• AI Capture Information

• AI Message

• Custom Message

• Book Appointment

• Continue Conversation

This turns workflows into state-aware conversations instead of one-way automations.

Automations: Pause Workflow Actions

The Pause feature is now live in the Standard Builder.

You can now temporarily disable any node without deleting it.

How it works:

• Hover over a node

• Toggle Pause/Play

• Disabled nodes appear dimmed and are skipped during execution

If a paused node is the only path forward, contacts will automatically skip it and continue through active steps.

Why this matters:

• Test safely without breaking logic

• Debug faster

• Iterate without rebuilding workflows

This makes workflow experimentation dramatically easier.