Chatavise continues to evolve, and our latest release—version 2026.7.0—brings several major updates to help you respond to leads faster, manage follow-ups more effectively, and expand your communication options. This July 2026 release introduces the new Speed to Lead product suite, Reminders, enhanced Email integration, an updated Outreach button, and new integrations with Meta Ads and Thumbtack.

Below is a breakdown of what's new and how each update benefits your team.

Speed to Lead Product Suite

One of the biggest additions in this release is the new Speed to Lead product suite. Speed to Lead is designed to help you and your team respond to incoming leads as fast as possible—faster than any human could manually.

How It Works

When a visitor submits a form on your website via Chatavise web chat, or when a lead comes in from a third-party source like Thumbtack, Chatavise can:

  • Automatically send text messages — Respond instantly with the information you want to share
  • Assign leads to your team — Route leads to the right person automatically
  • Create a lead record — Track and manage all incoming leads in one place

Managing Leads

You'll find your leads in the new dashboard where you can view all leads, see their current stage, and manage them through the sales process.

How to Use the Leads Section in Chatavise

Reminders

We've added a new Reminders feature to help you and your team stay on top of follow-ups.

What Are Reminders?

Reminders are task-like items with due dates that you can create for yourself or assign to team members. They're created directly from the Chats page or Leads page when you need to follow up with a contact.

Managing Reminders

The new Reminders page lets you:

  • View all open reminders
  • See completed reminders
  • Filter and organize by status

How to Use the Reminders Page in Chatavise

Enhanced Email Integration

Email integration in Chatavise has been significantly strengthened in this release.

What's New

You can now send emails directly from a contact's profile within Chatavise. Each account comes with a default email sender based on your location, and you can:

  • Choose the sender — Select which email address to send from
  • Add a subject line — Customize your email subject
  • Track opens — See if and how many times the recipient opened your email

SMS Opt-In Instructions

Every email sent from Chatavise includes instructions at the bottom for recipients to opt into texting. This is especially useful for contacts who have opted out of SMS—they'll receive communication via email with clear instructions on how to text "START" to subscribe again.

Field Service Integration

If you're connected to a field service system like Jobber, Housecall Pro, or ServiceTitan, Chatavise will automatically send emails to contacts who have opted out of SMS, ensuring they still receive important communications.

Managing Email Senders

A new section in Setup allows you to manage your email senders and add new ones. A detailed video will be available soon, but the default email that comes with your account should work for most users.

Email is now available across workflows, chats, and campaigns—making Chatavise a stronger multi-channel communication platform.

Updated Outreach Button

The Outreach button has been updated to include workflow attachments.

What's New

Even if you don't have a field service system connected, you can now take advantage of Chatavise automation when sending manual outreach. For example, when sending a review invite manually, you can attach a workflow to automate follow-up messages.

How to Create a New Outreach in Chatavise

Meta Ads Integration

Chatavise now integrates with Meta Ads (Facebook Ads).

How It Works

If you're running Facebook ads with lead forms, you can connect them to Chatavise. When a prospect fills out your Facebook lead form:

  • A lead is automatically created in Chatavise
  • It appears in your Speed to Lead dashboard
  • You receive a notification when a new lead is created
  • Automated workflows can follow up instantly

Multiple Forms Support

If you have multiple Facebook lead forms, you can set conditions to trigger different workflows based on which form was submitted.

How to Automate Outreach for Meta Ads

Thumbtack Integration

Chatavise is now an official Thumbtack integration partner.

What Is Thumbtack?

Thumbtack is a platform where homeowners find home service professionals for tasks like plumbing, HVAC, carpet cleaning, handyman services, and more.

How the Integration Works

When you connect your Thumbtack account to Chatavise:

  • Thumbtack leads automatically create a lead in Chatavise
  • The Speed to Lead product suite kicks in to automate follow-up
  • You respond faster than competitors—before human interaction is even required

The goal is to get leads the information they need instantly, then pass them to a person once you see activity and engagement.

Thumbtack with Chatavise: Automate Lead Follow-Up

Finding Help Articles

To find articles about any feature mentioned in this release:

  • Click Get Help in the app, then Contact Us
  • Use the search bar on our support site to search for topics like "Meta," "Thumbtack," or "Speed to Lead"

All new features have accompanying documentation to help you get started.

Final Notes

This release is packed with improvements designed to help you respond to leads faster, automate more of your communication, and never miss an opportunity. We appreciate every client and business we work with—thank you for giving us the opportunity to help you save time, make money, get more reviews, and gain deeper insight into your customers.

If you have questions or feedback, click Get Help and then Contact Us to reach our team. Your feedback makes Chatavise better every day.

Welcome to Chatavise 2026.7.0.