Releases

Dashboard V2 is now live for all users, accessible from the banner on Dashboard V1.

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New Lifetime Metrics

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• Lifetime appointment count and total employee days saved (calculated as 8-hour non-stop person days) are displayed as headline chips

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New & Updated Cards

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• 6 new and updated cards including an Inbox snapshot, transfer reasons breakdown, and transfer destinations breakdown
• Inbox preview now replaces the previous Interactions view
• Cards link directly out to their corresponding detailed reports

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Performance

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• Significantly more responsive queries, especially for larger time ranges

SMS media support is now live, enabling rich media messaging across both Outbound campaigns and the Inbox.

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Outbound Campaigns

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• Attach images, PDFs, and other media files directly to outbound SMS campaigns
• Supported formats include JPEG, PNG, GIF, HEIC, and PDF (max 25MB)

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Inbox SMS Composer

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• Drag and drop or attach media when replying to conversations via SMS
• Media attachments appear inline in the conversation thread

Lines are now called Channels.‍

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All accounts have been automatically updated — no action needed on your end.

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A Channel represents one specific communication path at your dealership, like inbound Voice or outbound SMS. The settings you're used to are all still there:

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• On/off and coverage settings — control when and how each channel is active
• Agent or assistant configuration — set which AI Coworker handles this channel
• Phone number — the number tied to this channel
• Default language — configured per channel

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Transfer Targets are a new way to define where calls can be transferred — including to people and numbers that aren't Toma users. Each target needs a label and a phone number, and can represent:

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• An individual at the dealership (for example, a specific service advisor)
• A department or group (for example, Service, Parts, or Sales)
• An external destination (for example, a tow company or roadside assistance line)

Toma IQ (Policies) v1.1 refines the policy review experience with improved accuracy and a cleaner interface.

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Policy Generation

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• Higher confidence threshold reduces noise by surfacing only high-quality learned policies
• Slower generation cycle gives operators more time to review without being overwhelmed by new entries

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UI Updates

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• Simplified views for easier policy management

Global search across the Toma platform has been significantly upgraded for faster, more relevant results.

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Search Improvements

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• Results are now prioritized by page context — searching from Settings will surface Settings-related results first
• Search results link directly to Inbox views for quick access to conversations
• Partial matches are included alongside top results in a single unified list
• Accessible from anywhere in the Toma app via the top navigation search bar

Outbound v1.1 introduces trigger-based campaigns!

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Automated SMS messages fired by real-time events, with simple on/off toggles.

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Trigger-Based Campaigns

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• Appointment Confirmation: Immediate SMS after a booking is made
• Appointment Reminders: Automated SMS sent 24, 48, and/or 72 hours before a scheduled appointment

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Bug Fixes & Hardening

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• Added support for contact groups in campaign targeting
• Fixed SMS number handling for more reliable delivery

A new email feed trigger enables continuous outbound campaigns powered by forwarded emails — perfect for recall notices, overdue service reminders, and other bulk outreach.

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How It Works
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• Set up email forwarding to a dedicated Toma address for your bulk campaign source
• The feed automatically scrapes VIN data from forwarded emails
• Customer matching is performed via DMS lookup for accurate targeting

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Dynamic Message Variables
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• Messages support VIN, first name, and last name variables
• Example: "Hi {first name}, your vehicle with VIN {vin} has an open recall. Please call or text us to book a complimentary service."

Full phone and SMS compliance tracking is now live for both marketing and transactional communications.

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Opt-Out Mechanisms
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• Customers can press "9" during a phone call to opt out
• Customers can text "Stop" (or similar keywords) via SMS to opt out, with Toma confirming the request

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Compliance Status Tracking
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The following statuses will be shown and can be manually configured within an Inbox ticket:
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• Human+AI: Full AI and human communication enabled
• Human only: Only human agents can communicate
• Caution: Functionally human-only (internal UI status for monitoring)
• None: Customer has fully opted out

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Enforcement
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• Outbound campaigns and "Enable AI SMS" are automatically blocked based on the customer's compliance settings

Inbox v1.7 delivers a wide range of bug fixes and usability improvements.

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Key Fixes
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• Fixed unintentional "Open" status when a conversation is unassigned
• New admin setting: "If successful transfer, mark as closed"

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Usability Improvements
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• Clearer transcript and feedback UI throughout conversation view
• Vehicle and customer fields are now editable inline
• Improved vehicle matching with multi-vehicle support
• Multi-line SMS input now supported with Shift+Enter
• New filter option: filter conversations by last message modality

Notifications V2 introduces self-serve notification preferences for users and expanded admin controls for managing team notifications.

User-Level Controls
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• Users can now manage their own notification preferences from their Account settings
• Supports per-team notification configuration for users on multiple teams

Notification Types
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• Daily Digest: Summary of daily activity
• Monthly Digest: Monthly performance overview
• Heat Case Opened: Triggered when a heat case is opened (assigned or unassigned)
• Unresolved Phone or SMS: Alerts for unresolved phone calls and SMS conversations
• No Availabilities: Notifies when no appointment availability is found

Admin Controls (Team Level)
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• Consolidated admin view to configure notifications for all team members from a dedicated "Notifications" tab in team settings
• Per-user toggles for each notification type

Resolved bugs across three scheduler integration providers to improve appointment booking accuracy.
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• Reynolds: Fixed incorrect service matching
• DealerFX: Fixed base model matching error
• PBS: Fixed VIN decode failures

A batch of bug fixes improving reliability across Inbox, SMS, and call handling.
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• Fixed team member invitations not sending when added via team settings
• Fixed Inbox not updating to show recent calls
• Fixed pre-call actions failing due to a database persistence error
• Fixed SMS send failures caused by an empty string bug
• Removed automatic transfers that were incorrectly triggering at 40 seconds of silence

A full branding refresh across the entire application, paired with a redesigned top navigation bar.

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Branding Updates
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• Updated colors, icons, and typography to align with the new Toma brand identity
• Consistent visual language across all pages and components

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New Top Navigation Bar
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• Re-arranged dropdown menus for faster access to key pages
• "Interactions" is now nested within "Inbox" for Inbox customers — non-Inbox customers will see "Interactions" in its place
• New search bar included — currently a basic navigator, with future support for page-specific searching (customer, VIN, policy, etc.)

The "Lines" page has been moved to a new tab under Settings as part of ongoing navigation improvements.
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• Lines is now accessible as a tab within the Settings section
• This is an intermediary step — further improvements to the Lines tab are planned for upcoming releases

Inbox v1.6 brings Interactions parity and several bug fixes to improve the conversation experience.

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Interactions Parity
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• "Submit feedback" is now available per call in conversation timeline
• Actions are now shown inline within the transcript
• Transfers are now visible in conversation timeline

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Bug Fixes
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• Fixed refetch issues for more reliable data loading
• Fixed filter multi-select behavior
• Minor UI refinements throughout the Inbox

Outbound has launched in beta, available to Trusted Testers behind a feature flag.

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Initial Capabilities
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• Upload a CSV of customer contacts to create outbound campaigns
• Send SMS outbound messages to up to 100 recipients per day
• Enables dealerships to proactively reach customers via text for service reminders, follow-ups, and more

Resolved a voice response latency issue that was causing slow AI responses during live calls. Bringing average response time back in line with industry leading ~2 ms response times.
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• Root cause identified as a speech-to-text processing delay
• Fix improves real-time call responsiveness across all customer accounts

Inbox v1.4 introduces smarter Auto-Assign routing and several usability enhancements to the conversation experience.

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Auto-Assign Improvements
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• Conversations are now assigned to the user first (and their associated department), falling back to department only, then to general if uncertain
• Department tied to a user is automatically updated when a user is manually assigned

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Conversation View Updates
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• Added date timestamps to all conversation view entries
• AI open/close history is now visible in conversation view (previously only showed manual changes)
• Any last interaction with a left voicemail now forces "Open" / Action Required status
• Increased "Open" ticket threshold, particularly when a live human is requested
• Improved voicemail playback UI in conversation view

Fixed a bug that prevented new team members from receiving their invitation emails when added through team settings.
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• New user invitations were silently failing when added via the team settings page
• Invitations are now sent reliably, allowing new users to access their accounts immediately