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Dealer Studio API Docs

All versions since [2026-07-29]
All versions

[2026-07-29]

Added

Lead Management

  • Display ACV valuation question responses on the lead (#17158).

Customer Communication

  • Add SMS image attachments via direct S3 upload and tokenised link (#17142).
  • Support NZ phone numbers for users and text messages (#17179).

Website & Content

  • Connect Facebook and Instagram accounts from the Content Legend page, and publish vehicle delivery posts to them (#17130, #17151).

Marketplace & Feeds

  • Add inbound Autotrader dealer webhook integration (#17041).

Settings & Administration

  • Generate health check reports directly from the health checks page (#17177).

General

  • Saved filter presets, shareable across leads, loan cars, and stock search (#16868).

Changed

Lead Management

  • Improved reliability of the notification bell for lead cluster tasks (#17156).
  • Improved reliability of completing tasks on mobile (#17182).
  • Improved reliability of reassigning tasks (#17183).
  • Improved handling of lead assignments when a user is removed from a dealership (#17197).

Stock Management

  • Improved vehicle make/model accuracy for NZ dealers using Redbook (#17178).

Appointments

  • Removed the limit on scheduling future appointments in the calendar date picker (#17186).

Settings & Administration

  • Users without the OEM Manager role can now view OEM pages (#17184).
  • Improved loading stability on team management pages (#17176).

Customer Communication

  • Improved reliability of inbound SMS handling to prevent duplicate messages (#17190).

Finance & Deals

  • Improved clarity of excluded line items in Xero invoice previews (#17175).

[2026-07-29-2]

Changed

Finance & Deals

  • Allow downloading contracts and tax invoices when LCT or stamp duty differences are minor and acknowledged (#17200).

[2026-07-30]

Added

Lead Management

  • Add a dealership setting to automatically create walk-in leads (#17196).

Finance & Deals

  • Add support for New Zealand GST on quotes and invoices (#17188).

Website & Content

  • Post vehicle delivery photos directly to Facebook and Instagram, with SMS-based customer approval before posting (#17164, #17157).

Settings & Administration

  • Add an admin setting to exclude OEM postcodes from search (#17225).

Changed

Lead Management

  • Dealership notifications are no longer sent for leads entered manually by staff (#17211).

Finance & Deals

  • Prompt for and edit a vehicle’s expected delivery date directly from the delivery record (#17195).
  • Withhold the AI checkout link when a dealership has no payment processor configured (#17236).

Settings & Administration

  • Improved permission handling for website and OEM page actions, with clearer permission-denied messaging and improved page search (#17212, #17134).

Stock Management

  • Allow opening photos attached to a valuation request (#17204).
  • Improvements to stock rules configuration (#17205).

General

  • Improved side menu reliability (#17206).
  • Contact search now requires a minimum number of characters before returning results (#17213).

[2026-07-31]

Added

Lead Management

  • Added staff avatars to lead views (#17264).
  • Missed calls now appear as timeline events on the lead (#17234).
  • Added a task icon to lead timeline events (#17210).
  • Added filtering for tasks (#17222).

Customer Communication

  • Enabled the AI SMS responder to reply to test drive booking leads (#16889).

Website & Content

  • Added an editable modal title for brand blocks in the page editor (#17260).
  • Added support for showing website-specific special pricing on vehicle listings (#17237).

Settings & Administration

  • Added an admin interface for creating and managing website templates (#17137).
  • Added an opt-in tool to flag and compress oversized images on promotions, offers and model pages (#17198).

Changed

Finance & Deals

  • Corrected minimum weekly subscription prices for Heart and Ultra packages (#17244).

Lead Management

  • Improved Carsales demo lead categorisation so they appear in the New Vehicle Enquiry pipeline (#17266).
  • Improved search responsiveness on lead and contact lists (#17228).

Customer Communication

  • SMS photo messages now include the sender’s name, and photos stay visible after leaving and re-entering a chat (#17249).

Stock Management

  • Valuation photo uploads are now automatically compressed (#17253).
  • Improved the valuation details page layout (#17251).
  • Improved feed vehicle matching to fall back to VIN when stock numbers change (#17238).
  • Improved feed import performance (#17215).

[2026-08-01]

Added

Lead Management

  • Added Active Leads indicator data (trade, quote, appointment and follow-up status) to the mobile app (#17232).

Finance & Deals

  • Added an employee signing date field to dealership e-signature contracts (#17272).

Changed

Finance & Deals

  • Improved the tooltip shown while awaiting a dealership signature (#17273).

Customer Communication

  • Improved SMS activation for WildJar phone numbers so inbound texts work immediately after enabling SMS on an existing number (#17275).

Website & Content

  • Improved loading speed for vehicle model pages filtered by fuel type (#17271).

[2026-08-03]

Added

Lead Management

  • Allow editing of lead and contact follow-up tasks (#17277).
  • Added a lead status filter to the Leads Kanban board (#17302).
  • Added a dealership setting for individual follow-up reminder emails (#17306).
  • Added a “Skip Next Action” switch to the Mark Follow-up Complete modal (#17324).
  • Added a dealership setting to disable “Lead not distributed” alert emails (#17293).

Customer Communication

  • Support Dealer Principal and Service Manager fields in bulk SMS messaging (#17128).

Stock Management

  • Added a “Test Drive Only” flag for stock vehicles (#17287).

Finance & Deals

  • Added YouX finance provider integration (#17254).
  • Added an account manager column to expected invoice lines (#17292).

Appointments

  • Create service bookings and appointments directly from service booking leads (#17159).

Marketplace & Feeds

  • Enabled UBS schema support for email feeds (#17278).

Website & Content

  • Added Exact Match Comparison for pages and blogs (#17110).
  • Allow clients to create pages from client-visible admin templates (#17218).
  • Added the ability to generate SSL certificates for Vercel-hosted domains (#17314).

Settings & Administration

  • Added an onboarding wizard to guide dealers through creating a website from a template (#17138).

Reports & Analytics

  • Added analytics data for browser usage (#17312).
  • Added car view analytics for Country Cars dealerships (#17320).

Changed

Lead Management

  • Improved lead engagement details (time to submit, time on site) to display as metric cards (#17022).
  • Improved lead approval enforcement on the Kanban board (#17311).
  • Improved visibility of the Lead Clusters dropdown arrow when switching between websites (#17331).
  • Pipeline setting changes now apply without requiring a page refresh (#17310).

Customer Communication

  • Improved reliability of automated system replies (#17274).

Stock Management

  • Improved reliability of vehicle photo uploads from the mobile app (#17231).

Marketplace & Feeds

  • Improved Titan catalogue resolution to respect dealership preference (#17265).

Settings & Administration

  • Improved the dealership-group Users screen so Email Report actions match dealership-level permissions (#17298).
  • Improved Team page bulk actions to keep selections across pages (#17279).

Reports & Analytics

  • Improved the Active Leads report to reflect notification locations (#17307).

[2026-08-04]

Added

Lead Management

  • Outstanding tasks are now flagged when closing a lead as lost, converted, or spam (#17338).

Customer Communication

  • Added support for New Zealand phone numbers via WildJar (#17270).

Stock Management

  • Added a Generate Preview Link action to the vehicle page (#17300).
  • Exterior colour options can now be viewed and locked from the mobile app (#17345).
  • Added a maximum price filter for website stock (#17333).

Finance & Deals

  • Finance quote and application details are now available in the mobile app (#17223).

Website & Content

  • Added a Direct Link option for single-item toggles in the Brands tool (#17348).
  • Added a Status filter option to the search configuration sidebar (#17339).
  • Added the ability to request social post approval directly from the Deliveries list (#17337).

Settings & Administration

  • Added a Duplicate action for dealership locations (#17297).

Changed

Reports & Analytics

  • Improved Team Analytics to correctly scope results to a manager’s permitted locations (#17299).

Settings & Administration

  • Moved the “New Text Received” email toggle to the admin edit form (#17313).
  • Improved the email domains management page (#17336).

Customer Communication

  • Improved dark mode display for the AI SMS bot chooser (#17342).
  • Improved phone call transcription reliability (#17356).

[2026-08-05]

Added

Reports & Analytics

  • The Reports Generated list now shows all reports from the last 7 days instead of only the latest 10 (#17376).
  • Added a Salesperson filter to Team Analytics (#17374).
  • Added the lead category filter to email report types that already use it internally (#17325).
  • Added public share URLs for analytics dashboards, for use in agency reporting (#17352).

Marketplace & Feeds

  • Added a sortable Car Views column to the Leads per Dealer table, for comparing marketplace traffic across syndicated dealers (#17377).

Website & Content

  • Website JSON payloads now include the dealership’s country (#17369).

Changed

Customer Communication

  • Improved bulk SMS campaigns to flag contacts with no vehicle on file instead of silently skipping them (#17341).
  • Improved call transcription so WildJar phone calls are correctly included in backfills (#17366).

Stock Management

  • Improved feed imports so a feed’s configured odometer unit (km/miles) is correctly applied to vehicle records (#17358).

Marketplace & Feeds

  • Review detail pages now show Google’s live rating and review count instead of stale cached values (#17361).

Settings & Administration

  • Google Places address autocomplete now supports New Zealand addresses and auto-fills the country field (#17372).
  • Added a usage quantity column to the Autograb billing CSV export (#17359).

Lead Management

  • Improved the lead cluster merge dialog with status badges, softer close behaviour, and a direct link to the merged cluster (#17364).

Website & Content

  • Clarified that the Google Site Verification field only accepts the HTML tag value, not DNS records (#17362).

Finance & Deals

  • Improved document formatting and retained more detail from PPSR searches (#17335).

[2026-08-06]

Changed

Customer Communication

  • Improved Carsales lead handling so leads Carsales already marked as lost no longer trigger an automatic email or AI SMS reply (#17380).

Stock Management

  • Improved vehicle age calculations to prioritise the days-in-stock value provided by the feed over the record’s creation date (#17347).

[2026-08-06-2]

Added

Marketplace & Feeds

  • Added a location-level setting to control whether new leads are sent to Infodrive (#17406).

Finance & Deals

  • Added Tasmanian stamp duty validation (#16521).

Lead Management

  • Exposed additional Active Leads milestones through the mobile app (#17375).
  • Added an admin tool to import historical leads from AMS exports (#17250).

Stock Management

  • Added the ability to view deleted stock image sets (#17386).

Changed

Customer Communication

  • Improved mobile number detection accuracy in phone number lookups (#17415).

Stock Management

  • Improved motor number mapping accuracy for Denza stock feeds (#17397).
  • Improved data completeness for AutoGrab price history records used in vehicle valuations (#17404).

Appointments

  • Loan car emails are now sent from the dealership’s own email address (#17405).

Marketplace & Feeds

  • Improved privacy protections for customer data shared with Infodrive on Dealer Owned Leads (#17401).

Lead Management

  • Improved AMS import reliability to prevent lead assignment and customer data issues (#17390).

Reports & Analytics

  • Improved marketing analytics loading performance (#17381).

Settings & Administration

  • Transcription provider setting can now be cleared to revert to the global default (#17389).
  • Restored manufacturer users’ ability to manage offers (#17387).

[2026-08-07]

Added

Appointments

  • Loan car excess settings, with an option to lock the excess amount (#17410).

Reports & Analytics

  • Dealership Activity and test drive reports are now available at dealership group level (#17394).

Settings & Administration

  • Drive Chat plugin configuration fields for websites (#17416).
  • Dashboard toggle to enable dynamic Taurus vehicle lookup per location (#17378).

Changed

Customer Communication

  • Improved mobile SMS inbox loading speed (#16246).
  • Improved AI responder grounding so vehicle suggestions always reference actual stock (#17439).

Stock Management

  • Vehicle images are now served through a CDN for faster loading (#17242).
  • Improved Silicon Stack feed import completeness (#17354).

Website & Content

  • Website offer feeds now respect model exclusion settings (#17430).
  • The delete website dialog now shows the website slug for clearer confirmation (#17438).

Marketplace & Feeds

  • Delivery photos are now automatically cropped to Instagram’s accepted aspect ratio (#17433).

Finance & Deals

  • Improved reliability of e-signature document syncing with a daily reconciliation (#17290).

General

  • Improved recognition of Australian and New Zealand addresses (#17446).

[2026-08-10]

Added

Stock Management

  • Cars can now be cloned, making it faster to list similar vehicles (#17490).
  • Valuation request slide-ins now include vehicle images (#17513).

Lead Management

  • Follow-up tasks can now be marked as incomplete (#17518).
  • New bucketed follow-up task lists for the mobile app (#17527).

Settings & Administration

  • Autograb single sign-on now signs users into the full platform (#17383).

Changed

Lead Management

  • Lead clusters now show the first trade-in photo (#17540).
  • Free-tier LMS surfaces now withhold third-party lead details while lead ingestion remains open (#17166, #17500).
  • Improved Autoplay lead delivery: finance leads now carry the lead category as an additional label, and phone call leads use the correct lead type (#17422, #17487).
  • Lead webhooks now include location details (#17526).

Customer Communication

  • Call grading now recognises trading-name and first-name introductions, and call grading analytics are colour coded (#17547, #17515).
  • The AI SMS Bots page now warns when AI SMS Conversation is switched off (#17541).
  • Improved reliability of RingCentral call ingestion (#17447).

Appointments

  • Loan car agreements now validate odometer readings, and age-based excess is shown on agreements, emails, and public terms pages (#17411, #17412, #17440).

Finance & Deals

  • Improved the preview offers email experience (#17510).

Reports & Analytics

  • Faster feed CSV exports and follow-up task loading (#17484, #17514).

Website & Content

  • Improved page layout stability on car landing pages (#17517).

Settings & Administration

  • Improved the API key details display (#17521).

[2026-08-11]

Added

Lead Management

  • International phone numbers are now supported when manually adding a lead (#17532).
  • Lead cluster webhook payloads now include the contact type (#17528).

Customer Communication

  • New sending-location SMS shortcode for bulk campaigns (#17573).

Website & Content

  • Rich content editing infrastructure with hyperlink support (#17400).
  • New FAQ category for editor page templates (#17558).

Marketplace & Feeds

  • Social post approval can now be requested from the mobile app (#17545).

Reports & Analytics

  • Daily Google Analytics website metrics are now stored for faster reporting (#17537).

Changed

Lead Management

  • The golden lead outline now animates across the table, Kanban, and Tasks views (#17549).
  • Lead assignment emails are now deduplicated across primary and secondary assignees (#17539).
  • Improved handling of personal information in lead fields (#17509).

Customer Communication

  • Phone call surfaces now show the actual call time (#17550).
  • The AI responder now acknowledges requests to be texted in its first reply (#17578).
  • Improved call recording playback and landline number purchasing (#17582, #17572).
  • Mobile mention notifications now respect user notification preferences (#17574).

Stock Management

  • Ignored columns now block feed location updates (#17557).
  • Improved reliability of third-party stock restriction rules (#17065).

Appointments

  • Loan car checkout now uses a single-page form once the loan has been checked out (#17559).

Website & Content

  • Location updates are now reflected on dealer websites faster (#17543).

Reports & Analytics

  • Analytics share links now include the selected time range (#17568).

Settings & Administration

  • Improved data purge settings (#17508).
  • API call logs are now paginated (#17565).

[2026-08-12]

Added

Lead Management

  • Admin task importer for post-delivery follow-ups (#17555).
  • Impel lead comments now include enquiry type and source page URL (#17620).

Stock Management

  • Support for Autograb Maximum Offer Price (#17546).
  • Event-driven notifications for valuations (#17576).
  • Location setting to disable automatic Redbook matching from DMS descriptions (#17408).
  • Dealers can delete listings that have no customer records attached (#17548).

Finance & Deals

  • Stripe Checkout Session endpoint and completed webhook support (#17590).
  • Mobile finance applications payload and lenders endpoint (#17542).

Appointments

  • Loan car and test drive mobile improvements including rego display, fleet ordering, typed date of birth, and SMS polling (#17413).

Website & Content

  • Create a template from an existing website (#17350).
  • Second interior image (2D floor plan) support on model variants (#17600).
  • Hyperlink editor wired into Offer and Model forms (#17402).
  • Search page templates for make/item type and location/item type combinations (#17612).
  • OEM website lifecycle status is now shown (#17268).

Marketplace & Feeds

  • Analytics for the smart publisher (#17616).

Reports & Analytics

  • New Google Analytics modules (#17588).

Settings & Administration

  • Partner developer portal (#17388).

Changed

Lead Management

  • Kanban board columns now paginate at 25 cards with a Show more action (#17326).
  • Clearing a saved filter selection now also clears active filters (#17351).

Customer Communication

  • Improved RingCentral call start time, status, and rate-limit handling (#17617).

Stock Management

  • Faster mobile valuations index when filtering by contact (#17575).

Appointments

  • Appointment status tags stay visible for same-day appointments (#17610).
  • Appointment configuration is no longer managed at the website level (#17586).

Website & Content

  • Improved website overview (#17598).
  • Softer image size guidance with a 1MB recommended limit (#17611).

Settings & Administration

  • Review user matching now accepts shorter name fragments (#17599).

[2026-08-13]

Added

Stock Management

  • Preferred valuers can be configured on valuation request settings (#17644).
  • Alert when PPSR details are missing (#17646).

Finance & Deals

  • Customers can download an executed contract via a magic link after the dealership signs (#17619).

Marketplace & Feeds

  • Feed queue position is shown while feeds are processing (#17627).

Website & Content

  • Visibility filter and faster associated-pages loading (#17569).

Changed

Stock Management

  • Faster car queries and an improved car price dialog (#17635, #17654).
  • Shared feed stock matching uses the feed’s own dealership (#17571).

Finance & Deals

  • NSW Form 5 now fits on a single page (#17656).

Marketplace & Feeds

  • Clearer timeframe labels on smart publisher analytics (#17632).

Website & Content

  • Faster websites overview page (#17641).
  • Admin editor templates no longer apply dark mode styling (#17634).

Reports & Analytics

  • Improved missed call analytics in the dashboard and email report (#17651).
  • Improved team analytics profile view (#17659).
  • GA4 days with no traffic are recorded as zero rows (#17594).

Lead Management

  • Faster lead cluster lookups in the mobile API (#17614, #17649).

Settings & Administration

  • Review user matching falls back to aliases when needed (#17607).
  • Select dropdowns scroll more reliably (#17653).
  • Header loading skeleton is vertically centred (#17652).

[2026-08-14]

Added

Website & Content

  • Combined new, used, and demo cars search page (#17643).
  • Per-website feature settings for the Dealer Studio Chatbot (#17657).

Appointments

  • Loan car insurance excess can be set to $0 (#17647).

Lead Management

  • Contact page shows all of a customer’s tasks (#17710).
  • Deal log entries now show the assignee avatar (#17665).

Stock Management

  • Cars can have their location edited (#17689).
  • Improved Autograb page (#17704).

Marketplace & Feeds

  • Cancel pending webhook feed requests (#17681).
  • Per-dealership third-party feed billing overrides (#17671).

Reports & Analytics

  • Analytics on the phone calls page (#17715).

Changed

Lead Management

  • Secondary assignees are included correctly in mobile lead endpoints (#17660).
  • Website analytics counts each lead cluster once, not once per lead (#17720).

Marketplace & Feeds

  • Uploaded feed files are retained and imports are serialised per feed (#17666).
  • Total Dealer feed payload always includes PriceHistory (#17703).

Website & Content

  • Menu Editor keeps styled duplicate nav items when merging (#17682).
  • Search config preview uses the combined cars search URL (#15639).

Finance & Deals

  • Dealership contract signers are selected from dealership users (#17701).

Customer Communication

  • RingCentral call minutes are included in Xero billing (#17687).

Settings & Administration

  • RBAC manage grants cover every action in the frontend (#17655).
  • Plugin settings save only the fields that changed (#17661).

Reports & Analytics

  • Faster model-interest analytics via ClickHouse denormalisation (#17669).

[2026-08-20]

Added

Website & Content

  • Padding control on the Location editor block (#17882).
  • Customisable link URL on social posts (#17820).
  • Email block editor and admin email templates (#17696).
  • Content Legend lead attribution (#17783).

Customer Communication

  • Modern SMS conversation view (#16580).

Stock Management

  • Days Online shown on car search (#17638).

Appointments

  • Test drive analytics cards can be used as clickable filters (#17889).

Reports & Analytics

  • Daily Lead Report rows include a current summary, with Next Follow Up based on tasks (#17855).
  • User avatars on the email Reports list (#17873).

Finance & Deals

  • Signed timestamp tooltip on the deal log Signed badge (#17859).

Settings & Administration

  • Per-location settings for the Toyota eQuote plugin (#17699).
  • Xero contacts can be marked as automated billing not required (#17897).
  • GA4 pool account properties slide-in (#17868).

Changed

Finance & Deals

  • Finance payout details are kept in sync when they should be cleared (#17650).
  • BPAY invoice handling for customer reference numbers (#17876).
  • Expected Invoice commission is attributed to line account managers (#17893).

Lead Management

  • Faster contacts search on mobile for large dealerships (#17790).
  • More reliable lead creation via the public API (#17844).

Stock Management

  • Autograb valuation failures are shown instead of a blank vehicle ID (#17848).

Reports & Analytics

  • Default dashboard Tasks Overview counts (#17874).

Website & Content

  • Skeleton loading on the website deployments page (#17891).

Customer Communication

  • SMS Overview no longer shows the NEW tag, and Banner Config no longer shows the beta notice (#17878).

[2026-08-20-2]

Added

Website & Content

  • Dealership beta email editor (#17697).

Stock Management

  • Machinery as a manual stock vehicle type (#17888).
  • Market Overlay always shown on in-stock cars (#17911).

Finance & Deals

  • Warning when the RAV build date does not match the sales contract VIN (#17846).

Lead Management

  • Kia OEM inbound email lead integration (#17895).

Appointments

  • Test Drives plugin can be installed from the test drives page (#17901).

Settings & Administration

  • Bulk reassignment of leads, contacts, and tasks when a dealership user is deactivated (#17845).
  • Optional HMAC signing for lead and lead cluster webhooks (#17835).

Changed

Lead Management

  • Active Leads for salespeople are scoped to their own pipeline (#17943).
  • Shared lead status change requirement rules (#17941).
  • Autoplay leads are resent when a late call summary arrives (#17900).

Stock Management

  • Incompatible paint and trim colours are disabled rather than hidden (#17922).
  • Stock image sets republish to matching cars when set photos change (#17852).
  • AutoTrader listings retry using the RedBook family name as the model (#17945).

Finance & Deals

  • Inventory-priced contracts skip the pricing approval gate (#17892).

Reports & Analytics

  • Users can be selected when creating website-level PDF reports (#17910).
  • Loading states on GMB profiles analytics, Save Layout, and the users page (#17905, #17906, #17913).

Customer Communication

  • More reliable phone call recordings and list loading (#17923).
  • Faster email listing (#17954).

Settings & Administration

  • LMS analytics are available with LMS premium (#17870).
  • Rich content editor switch is gated by admin permission (#17916).
  • Created and last updated timestamps on partner API keys (#17899).
  • Existing users receive an email when they are added to the partner portal (#17903).

General

  • Hover animation on default dashboard Quick Links cards (#17907).

[2026-08-21]

Added

Stock Management

  • Filters for dealership car reindexing by location, status, and car type (#17921).

Website & Content

  • Custom Component blocks in FAQ, Columns, and Alternating Columns sections (#17976).

Settings & Administration

  • New Zealand timezone option with country-based timezone defaults (#17944).

Lead Management

  • Full delivery timestamps on lead clusters, including the mobile endpoint (#17946, #17947).

Changed

Customer Communication

  • SMS composer accepts up to 600 characters to match the backend limit (#17937).

Stock Management

  • Legacy colour sets count towards OEM colour coverage on stock image product sets (#17933).

Appointments

  • Appointment saves report success even when a non-critical side effect fails (#17951).

Lead Management

  • Lead row event icons shown in a compact grid with last activity text (#17952).
  • Ford lead status updates sent for leads exported via the Create API (#17953).

Website & Content

  • Live status on the Websites Overview requires a verified live domain (#17957).

Reports & Analytics

  • Ghost placeholders while the analytics dashboard loads (#17961).
  • Weekly leads, test drives, and orders chart reads from ClickHouse (#17958).

Settings & Administration

  • Address postcodes keep leading zeros (including NZ postcodes) (#17939).

[2026-08-24]

Added

Appointments

  • Test drive customer portal with completion SMS (#17908).

Reports & Analytics

  • Two-step thumbnail card picker for email report setup (#17914).
  • Drilldown support on Leads By Make (#18039).

Finance & Deals

  • Retail and Fleet tabs when selecting a contract category (#17962).

Stock Management

  • AutoGrab trade price simulator in valuation settings (#17965).
  • AI dealer comments prompted with car feature tags (#18002).
  • Spec differences highlighted between catalogue variants (#18050).

Lead Management

  • Option for QR check-in codes to skip automated lead assignment (#17972).
  • Coloured initials avatars in the Kanban user filter (#18036).
  • Lead tag colours with a dedicated tag settings page (#18037).

Settings & Administration

  • Partner members can manage their own users (#17981).
  • Standalone Reassign work action on team users (#18001).
  • API key permissions listed on the partner key detail page (#18003).
  • FTP accounts in the partner portal (#18012).

Website & Content

  • Direct browser uploads for model Cloudinary attachments (#18014).
  • Websites without GA4 listed on the pool accounts page (#18047).

Changed

Appointments

  • Test drive bookings created reliably from email-parsed leads (#17982).
  • Clearer explanation of why staff receive appointment notification emails (#18034).

Marketplace & Feeds

  • FTP feed imports scoped to the source FTP account (#17974).
  • Clearer explanation when the partner feed request submit button is disabled (#17983).

Lead Management

  • Leads using the 0400 000 000 test number automatically marked as test leads (#17977).
  • Shared assignable users between postgres search and lead cluster show (#18005).
  • Lead cluster business hours measured against the location’s opening hours (#18008).
  • Postgres search facet options stay visible while counts refetch (#18038).

Customer Communication

  • Bulk SMS sending location resolved from a deterministic vehicle order (#17984).

Stock Management

  • More reliable background blur image derivation (#17990).
  • Vehicle registration capitalised before creation (#18040).
  • Improved dark mode and photo dimming on stock image product sets (#18052).

Settings & Administration

  • Smoother plugin slide-in close animation (#17970).

Website & Content

  • Websites Overview tile count colour improved in dark mode (#18044).

General

  • Remaining browser alerts replaced with toast notifications (#18013).

[2026-08-24-2]

Added

Marketplace & Feeds

  • Socials index under the Marketing tab, plus a Create Social Post action on Pages and Blogs (#17881, #18066).

Finance & Deals

  • Sales contract release approvals, with an unsigned contract warning on the dealership dashboard (#18032, #18045).
  • Host website payments when the lead belongs to another dealership (#18098).
  • Xero account codes 235–243 for plugin billing (#18097).

Reports & Analytics

  • Thumbnails for every scheduled email report (#18094).
  • Quarter-over-quarter trend indicators on the Industry Conversion Report (#17968).
  • Lead events mirrored to ClickHouse for Team Analytics (#17975).

Customer Communication

  • Coaching alert recipients for call grading, with non-sales calls excluded from grading (#18063).
  • Intro branding taken from the call transcript rather than the LLM (#18073).

Stock Management

  • Mahindra Assist Australia RDA CSV export (#17959).
  • Toyota eQuote URL on the car view endpoint (#18084).

Lead Management

  • Delivery date and time prompt when moving a card to Delivered, pre-filled from the lead (#17948, #17949).

Settings & Administration

  • Manager/read-only permission map for Autotrader account users (#18083).
  • OEM cluster webhooks gated by make and hidden from dealers (#17956).
  • Autograb plugin picker sourced from primary websites (#18072).
  • GA4 pool accounts linked to manufacturers for franchise sites (#18010).
  • Dealership locations shown on partner API key details (#18099).

Website & Content

  • Units lead export documented in Starlight (#18067).

Changed

Lead Management

  • Lead task bell refreshes over ActionCable instead of 30-second polling (#18035).
  • SMS action relabelled as “Mark as reply not needed” (#18071).
  • Trade-in submission date shown on the contact (#18056).
  • VIN allocate/deallocate repoints the sales contract vehicle line item (#17877).

Stock Management

  • Stock image set browsing restored for data entry image editors (#17991).
  • In-stock location counts deferred off the feed edit form (#18100).
  • Saved feed export filters remain visible in the edit form (#17966).

Finance & Deals

  • Accessory catalogue pricing is consistent regardless of option order (#18095).
  • Extra spacing above Send for signature in the Xero e-signature dialog (#18085).

Settings & Administration

  • Role permission groups aligned with the dealership sidemenu (#18101).
  • Scoped plugin settings load for DS staff on first-time activation (#18077).
  • Equifax password already-saved state shown in settings (#17986).
  • Weekly website analytics email skipped when no launches are expected in the next 30 days (#18055).

Appointments

  • Customer portal test drive detail labels aligned with their values (#18076).

[2026-08-25]

Added

Reports & Analytics

  • Daily Task Planner email report (#18167).
  • Month to Date reporting period (#18080).

Lead Management

  • Messenger conversation API for lead clusters (#17964).
  • Customer Birthday Reminder setting with scheduled birthday tasks (#18065).

Finance & Deals

  • Download signed contract from Xero contract signing actions (#18134).
  • Per-website plugin billing overrides (#18006).

Website & Content

  • Export dropdown with CSV and PDF on Websites Overview (#18161).
  • Additional GA4 property provisioning from pool accounts (#18160).
  • Manual editing of Model Variants heading (#18142).

Settings & Administration

  • Any dealership permission can be granted to any role (#18139).
  • Manufacturer filter on the GA4 pool websites list (#18145).
  • Partners included in the staff header search (#18141).

Changed

Lead Management

  • Assign dropdown respects the user’s Lead Categories restriction (#17985).
  • Secondary assignee tasks visible on the mobile task board (#17928).
  • Lead attribution consolidated into a single entry point (#18116).

Stock Management

  • Stock search filters collapse to a hover-out rail (#18110).
  • Titan API imports honour a locked status (#18092).
  • Battery-electric catalogue specs treated as 0 instead of missing (#18089).
  • Colour deletion guarded when product codes are in use, with range audit trail (#18132).
  • Background blur photos serve the original URL until baking completes (#18155).

Finance & Deals

  • Autograb-billed contacts no longer generate Xero draft invoices (#18106).
  • Host website payment exception no longer relies on a client-settable manufacturer-owned flag (#18146).

Reports & Analytics

  • Analytics PDF export layout improved for empty cells and card sizing (#18108).
  • Google My Business Analytics PDF star icon restored (#18165).
  • Delivery leaderboard warns when GMB profiles have no location (#18162).
  • Automated billing percentage colour-coded in the account managers daily email (#18127).

Marketplace & Feeds

  • Autotrader listing-drop alerts more reliable when SSL errors are retried (#18181).
  • Assist Australia CSV updated per Mahindra feed feedback (#18169).

Settings & Administration

  • Locations table restores car count sort and adds location code sort (#17989).
  • Health Checks tab hidden in the dealership 360 view (#18152).
  • Add Location ABN task removed from the dealership 360 view (#18151).

Customer Communication

  • SMS conversation tooltip styling updated (#18115).

[2026-08-26]

Added

Lead Management

  • Special Offer Category and Special Offer Enquiry lead subcategories (#18179, #18184).
  • Test drive booked completion action for lead statuses (#18171).
  • Regent RV website lead export to Salesforce for Snowy River, Regent and NewGen (#18154).

Reports & Analytics

  • Google My Business modules on the core analytics dashboard (#18164).
  • Checkout comparisons report export as a landscape PDF (#18158).

Settings & Administration

  • Location-scoped pipelines (#17489).
  • DS primary sub-role permissions and migration tooling (#17987).

Changed

Lead Management

  • BYD CRM lead notifications improved for DENZA dealers (#18118).
  • Hyundai lead webhook payload includes lost detail (#18117).

Finance & Deals

  • Paint and trim optional on used and demo sales contracts (#18170).

Reports & Analytics

  • Analytics dashboard tab delete preserves remaining modules (#18177).
  • Google My Business analytics PDF chart label layout (#18185).
  • Lead reports Actions menu closes when an item is chosen (#18172).

Stock Management

  • Feed saves no longer silently discarded at the PaperTrail version limit (#18133).

Website & Content

  • Multiple OEMs supported on GA4 pool accounts (#18180).
  • Series filter option in Website Search Config (#18186).
  • Websites Overview summary filter tiles show a pointer cursor (#18191).

[2026-08-26-2]

Added

Lead Management

  • Delivery date captured when marking a follow-up complete (#17950).

Customer Communication

  • Search mobile phone calls by caller, category, website and location (#18090).

Finance & Deals

  • Dealer and manufacturer accessories can be sold through the online store, with accessory line items on Store Orders (#18174, #18175).
  • Cancel action for sent Xero contact signing contracts (#18224).
  • CSV download for admin Xero contact signing documents (#18205).
  • Expected Invoice drilldown for phone call minutes (#18227).

Stock Management

  • File upload page status and filetype filters, plus an FTP source log (#18176).

Website & Content

  • WEB, AGG and LMS product chips on the Websites Overview (#17969).
  • OEM Image Banner option for Image Banner blocks (#18119).
  • Dashboard-controlled Print PDF Button website setting (#18206).
  • Copy labelled DNS Type, Name and Value blocks from the domain config modal (#18212).
  • GA4 measurement ID mismatch detection on GA Profiles (#18188).

Reports & Analytics

  • Salesperson on dealership activity orders drilldown (#18209).
  • Delivery date filter on the manufacturer factory accessory log (#18230).

Settings & Administration

  • Impel Chatbot plugin (alongside the existing website column) (#18140).
  • Option to link an onboarding form to an existing dealership (#18159).
  • Partner plugin logos and 90-day install charts (#18187).
  • Email notifications to partner users on plugin install and uninstall (#18216).

Changed

Lead Management

  • Daily Lead Report excludes spam leads (#18215).

Customer Communication

  • More reliable Messenger conversation linking and reply handling (#18163).

Finance & Deals

  • Regent dealership code moved from notification settings to website settings (#18214).

Reports & Analytics

  • Analytics PDF export matches the dashboard half-width layout (#18218).

Website & Content

  • Form Builder step keys stay unique when adding steps (#18196).

Settings & Administration

  • Clearer Link Xero call to action on managed dealerships (#18226).

[2026-08-27]

Added

Customer Communication

  • Assigned-only reply mode for AI SMS Bots (#18229).

Finance & Deals

  • Denza finance integration with Smart and DAP (#18241).
  • Nightly Documenso sync for Xero contact signing contracts (#18237).

Stock Management

  • Per-website option to hide price on the Autograb Valuation Form (#18081).

Reports & Analytics

  • PDF attachment on Checkout Comparisons scheduled report emails (#18254).

Settings & Administration

  • Shared webhook recipients for lead exports (#18217).

Changed

Lead Management

  • Follow-up tasks for a delivered status use the delivery timestamp (#18182).
  • Birthday reminder tasks only assign to current staff (#18149).

Customer Communication

  • Emails list loads more quickly for large mailboxes (#18231).

Finance & Deals

  • NSW and VIC multi-city interstate surcharges set to $0 (#18261).
  • Deposits apply to a single sales contract in a lead cluster (#18121).

Stock Management

  • Vehicle stock PDFs open cleanly in Adobe Acrobat (#18274).
  • Feed imports use the feed default location when a row has no location code (#18271).

Website & Content

  • Brand picker dropdowns no longer show blank or duplicate options (#18243).

Reports & Analytics

  • Facebook dashboards label Phone Calls as Contacts (#18260, #18267).
  • Leads By Hour empty chart explains the minimum volume threshold (#18248).

[2026-08-28]

Added

Lead Management

  • Active leads at other locations are highlighted in the lead cluster sidebar (#18283).

Customer Communication

  • Dedicated customer confirmation emails for Team Member Enquiry leads (#18221).

Stock Management

  • Dealerships can invite standalone preferred appraisers to complete valuation requests (#18293).

Settings & Administration

  • Partner API key pages display configured IP allowlists (#18287).

Changed

Lead Management

  • Lead cluster detail PDFs include two vehicle photos (#18262).

Finance & Deals

  • Deposit badges explain when a payment is not yet attached to a sales contract (#18298).

Stock Management

  • Improved feed import handling for vehicle rows with incomplete data (#18278).

Settings & Administration

  • Clarified primary location selection for SMS-enabled phone numbers (#18297).
  • Social account connections are available to dealerships with any Legend plugin (#18195).

General

  • Portalled header controls interact independently from collapsible panels (#18282).

[2026-08-31]

Added

Lead Management

  • Golden lead indicator on the lead show page (#18250).
  • A default first task type is set automatically for the Next Follow Up (#18388).

Reports & Analytics

  • Staff-gated AI Insights module on the Analytics Dashboard (#18349).
  • Inventory age distribution chart on Car Analytics (#18434).
  • Drilldowns for Leads Per Website, deal log monthly pipeline, stock analytics price and grade charts, and website Lead Analytics by dealership (#18417, #18399, #18373, #18363).

Stock Management

  • Purchase cost can be edited directly on the Inventory Pricing (Autograb) page (#18432).
  • RAV build date status with an on-demand manual check on the car page (#18412).
  • Manufacturer accessories can be targeted by state (#18407).

Settings & Administration

  • Three-step webhook destination picker, with schema and HMAC settings now configured per recipient (#18308).
  • Lead permission badges on the users table (#18395).

Finance & Deals

  • GST breakdown for Misc items on sales contract PDFs (#18398).

Marketplace & Feeds

  • Google Ads linking is available to dealerships not managed by Dealer Studio (#18183).

Customer Communication

  • Phone calls index links through to the matching lead cluster by phone number (#18317).

General

  • Mobile profile payload includes the dealership timezone (#18416).
  • Messenger conversation API is now open to dealership staff (#18266).

Changed

Reports & Analytics

  • Analytics breakdowns now respect the location filter selected on each tab (#18428).
  • Facebook Ads modules explain why no data is showing (#18442).
  • Leads-per-dealer table headers stay anchored while scrolling, and the custom date range picker looks right in dark mode (#18435, #18421).
  • GA4 pool accounts warn when Analytics permissions are missing (#18431).

Lead Management

  • HubSpot and Google Analytics tracking fields are hidden from the lead display (#18444).
  • Lead cluster available users list refreshes after team member changes (#18390).

Customer Communication

  • Faster mobile SMS inbox for users with restricted access (#18054).
  • Carsales placeholder contact names update once the real name arrives (#18420).
  • Toyota TPR leads no longer include the Enquiry Timestamp field (#18396).

Settings & Administration

  • Access Control permissions UI reworded in plain language for dealership admins (#18334).
  • Customer PII shield applied to the admin contacts index (#18387).
  • Driver licence and secondary ID attachments are encrypted at rest (#18103).

Finance & Deals

  • Vehicle PDF billing is attributed to the correct website and location on the Xero contact split (#18400).
  • YouX sites are now recorded against the YouX finance provider (#18223).

General

  • Faster page loads across the dashboard, plus quicker customer garage details, mobile list views, and Autograb listings (#18386, #18405, #18273, #18371).

[2026-09-01]

Added

Finance & Deals

  • Online-store accessory orders can be paid with Stripe (#18433).
  • Government forms step in the sales contract builder (#18168).
  • Novated leasing finance integration with default values and clearer error handling (#18422).

Stock Management

  • SMS all leads from the stock page (#18413).
  • Stock can be migrated between dealerships (#18430).
  • Confirming a buyer when marking a vehicle sold creates a contact vehicle (#18438).

Customer Communication

  • Bulk SMS lists for managing campaign audiences (#17955).
  • Price drop alert email template editor support (#18258).

Reports & Analytics

  • Plugins Analytics admin dashboard (#18406).
  • Location field on contact CRM reports (#18424).
  • Last 6 months, Year to Date, and Last 2 years timeframe presets (#18456).
  • Total row on the Lead Clusters Per Dealership report (#18458).

Website & Content

  • Table tool per-cell background and text colour, plus column merge (#18129).
  • Multi-select and bulk assign primary contact on the websites index (#18440).

Changed

Lead Management

  • Dealer email car links now use the lead’s website (#18489).
  • ACV vehicle disclosure custom fields flow through to lead fields (#18454).

Customer Communication

  • SMS Sent By tooltip shows (AI) for AI-generated messages (#18468).
  • Inbound LMS emails with base64 bodies display correctly (#18384).
  • Withheld or missing caller numbers are included in phone call counts (#18441).

Reports & Analytics

  • Leads per website analytics served from ClickHouse (#18476).
  • Analytics Dashboard PDF reporting buckets short periods more accurately (#18445).
  • Lead Cluster Conversion by Location table is included in PDF export (#18449).
  • Faster location name options on valuations reports (#18443).

Website & Content

  • Page editor block settings and nested editor behaviour (#18472).
  • Night Shift webhooks forward featured image URL and publish date (#18462).
  • Settings sidebar search stays visible while scrolling (#18446).

Marketplace & Feeds

  • Autotrader resync runs daily, with a 24-hour drop detection window (#18467).
  • Deactivated Autotrader accounts are skipped during resync (#18448).

Finance & Deals

  • Dealership Signed badge tooltip shows the dealership signer (#18470).

Settings & Administration

  • Reconnect account action on GA4 pool missing-permissions tooltip (#18457).

Stock Management

  • Large image derivatives are used for oversized photos in background removal (#18497).
  • OEM make is resolved through the manufacturer make name (#18404).

[2026-09-02]

Added

Settings & Administration

  • Reworked plugin free-trial flow with Trial and Activate tabs, trial settings, and ending-soon notices (#18288, #18289).
  • Popular Email section when adding a notification (#18514, #18532).
  • Manufacturer drafts feature gate (#18496).
  • Run Scraper action on manufacturer scraped offers (#18518).

Lead Management

  • Lead cluster tasks can be categorised as SMS, Phone, or Generic (#18429).
  • User avatars in the LMS Tasks View user filter (#18509).

Customer Communication

  • Delivery social posts with an AI caption option (#18494).
  • Clearer messaging when the AI does not reply to a customer (#18495).

Appointments

  • Test drive completed lead status as a pipeline completion action (#18471).

Website & Content

  • Ambassador page editor category (#18516).

Finance & Deals

  • Pagination and current supply on the warranty allocations page (#18503).

Changed

Lead Management

  • Free-tier lead visibility applies to CSV and PDF exports (#18385).
  • Bulk reassign of active leads runs in the background (#18506).

Reports & Analytics

  • Daily Lead Report omits long-delivered leads (#18493).
  • Manufacturer leads report served from ClickHouse (#18507).

Website & Content

  • Pages cannot be saved or published while a Cloudinary upload is in progress (#18202).
  • Content Legend onboarding wizard no longer opens automatically (#18501).
  • Footer stays pinned to the bottom on sidebar pages (#18511).

Customer Communication

  • Improved loading experience on the Incoming Email show page (#18533).

Settings & Administration

  • Contact tag dropdown served from dealership tags (#18500).
  • Sales contracts enabled flag available on the dealership edit endpoint (#18524).
  • GA4 pool OAuth tokens refresh before scope checks (#18535).
  • Benchmarks searchable via “target” in settings menu search (#18504).

Stock Management

  • Stock export jobs fall back to the primary database when replica rows are missing (#18534).

[2026-09-03] Latest

Added

Stock Management

  • Appraisals workspace for reviewing and managing trade-in appraisals (#18540, #18541, #18542, #18543).
  • Appraisal report PDF attached when a trade-in is completed (#18520).
  • Shared export destination availability rules across the dashboard and mobile API (#18521).

Reports & Analytics

  • PDF download for the dealership Car Analytics page (#18570).
  • Inventory-by-age chart drilldown on Car Analytics (#18595).
  • Phone call analytics cards can filter by Answered, Missed, or Uncategorised (#18557).
  • Agency Analytics can embed public analytics share links (#18598).
  • Dealer filter and VIN search on New Vehicle Sales (#18486).

Customer Communication

  • AI call summaries auto-expand in the Phone Calls table (#18519).
  • One-click AI caption generation for delivery social posts (#18587).

Finance & Deals

  • Sales contract PDF field text alignment setting (#18549).
  • Pagination for Xero invoices on the dealership Xero page (#18551).

Settings & Administration

  • Webhook type filter on the admin Webhook Recipients page (#18560).
  • Actions dropdown and View info on GA profile rows (#18547).

Appointments

  • System User tooltip on appointment assignees (#18577).

Website & Content

  • Clearer warning when a promotion slide image has no dimensions yet, with automatic retry (#18562, #18569).

Changed

Lead Management

  • Service leads show a Vehicle tab instead of Cars of Interest (#18555).
  • Lead cluster webhook fires when a lead moves between clusters (#18515).
  • Mobile active-lead check aligns with the desktop duplicate warning (#18579).
  • Data deletion policy also purges identity fields from lead custom fields (#17904).

Customer Communication

  • SMS inbox groups cap messages per contact for faster loading (#18314).
  • Ghost loading on the phone calls index table (#18592).
  • Incoming email show page pagination stays in sync with the URL (#18607).
  • Clearer AI appointment time handling around opening hours and closing time (#18316, #18480, #18608).

Stock Management

  • Cost dialog stays open after adding a cost so multiple costs can be entered in sequence (#18578).
  • Faster DAP price-with-rate car lookups (#18581).

Marketplace & Feeds

  • Dealer comments keep non-ASCII characters and paragraph breaks on CSV feed import (#18530).

Reports & Analytics

  • Faster Help Me Decide location user statistics (#18539).
  • Leads By Website PDF export columns match the dashboard (#18576).
  • GMB reviews-by-dealership PDF chart labels draw vertically for readability (#18571).
  • Analytics date range start re-selection behaves more reliably (#18606).

Settings & Administration

  • Faster pending approval queries for manager notifications (#18525).
  • Price change history prefers last_price_change_at over version scans (#18538).
  • Smoother GA4 pool accounts page loading (#18563).