DialShree keeps getting sharper. From one-click Microsoft sign-in to skill-based call routing, carrier-verified messaging, and a refreshed Ticketing experience, v3.1.0 brings meaningful upgrades across calling, reporting, messaging, and support workflows. Here's everything that's new, organized by area so you can jump straight to what matters to your team.
Smarter login & access
Faster, safer sign-in for agents and admins, plus tighter control over who can access sensitive tools.
Microsoft SSO Login (Agent & Admin)
Say goodbye to yet another password. Agents and admins can now log into DialShree directly with their Microsoft credentials — no separate DialShree password required. Admins get a simple on/off toggle at the user-group level, for full control with zero complexity. Currently available for on-premise deployments.
Also in this release
- "List Clear" Permission — Admins can now grant or restrict list-clearing access on a per-user basis, for tighter data governance
- Ask AI, Permission-Controlled — Admins decide which user groups get access to the Ask AI assistant in the Agent Panel
Fewer passwords to manage, stronger security, and more flexible control over who can access sensitive tools.
Smarter calling & routing
Calls that reach the right agent automatically, faster internal coordination, and fewer disruptions during a shift.
Skill-Based Auto Call & Dial Next
Calls are now routed with intelligence, not chance. DialShree matches an agent's assigned skill group to the lead's data before dialing — so the right calls land with the right agents, automatically, across both Auto Call and Dial Next. Independent switches at the user-group and campaign level give you granular control over how the logic applies.
Note for existing users: the field previously called "Vendor Lead Code" is now labeled "Province" for this matching logic. Functionality is unchanged — only the field name is different.
Also in this release
- Agent-to-Agent Call — Agents can now call one another directly from the Agent Status panel, no external dialing or customer number needed
- Agent Route Call Configuration — A new API-based inbound routing engine assigns incoming calls to specific agents dynamically, using sticky routing and real-time data from your own systems
- Ingroup-Based Caller ID for Transfers — Each ingroup can now use its own dedicated Caller ID/DID when a dropped call is transferred externally, eliminating caller ID conflicts across clients
- Conference Call Notifications — Agents now get real-time alerts when a third party joins or leaves a conference call
- Pause Handling, Reworked — Agents on a valid pause (like Lunch or Break) will no longer be auto-logged-out; only unselected/idle pauses trigger logout
- Lead-Based Call Log Visibility — Agents now see only the relevant call history for the lead they're currently on, filtered automatically during the call
- Smarter Agent Panel — Phone-number search, on-hover dial buttons, masked numbers for data privacy, and an accurate "new leads" count on the dashboard
Faster internal coordination, smarter routing, and fewer disruptions for agents on the floor.
Reporting & analytics, sharper than ever
Clearer visibility into calls, campaigns, and messaging performance — with reports that update on your schedule, not just once a day.
Broadcast SMS Log Report
A complete, filterable log of every SMS broadcast — delivery status, recipient details, templates used, and gateway response. Filter by Campaign ID, List ID, Lead ID, or phone number, and export the results to CSV or PDF for offline analysis.
Also in this release
- On-Hook Answer/Reject Reporting (Softphone) — Custom Export Call Reports can now include on-hook activity: which agent handled the call and what action they took, with tracking across Answer, Reject, Ignore, Drop, and Timeout, plus fallback routing to the next agent if a call isn't handled. Existing report formats are unaffected — on-hook detail appears only in reports generated after this release.
- Campaign Inactive Report — Identify campaigns with zero agent activity in a selected time period, so nothing valuable sits idle unnoticed
- Hourly Automated Reports — Previously daily-only, supported reports can now be scheduled hourly, with data delivered at the intervals your team needs
- Cleaner Custom APR & Agent Time Reports — Pause code headers now reflect only the campaigns you've selected, cutting the clutter
- Custom Export Call Report Upgrades — Custom fields now export in your configured order, all standard lead fields are included by default, and you can choose to omit custom data on unanswered calls
Cleaner, timelier, more complete reporting for faster, better-informed decisions.
WhatsApp & SMS messaging, leveled up
Messages that trigger on the carrier's real call outcome, and a clearer view of every WhatsApp conversation.
Carrier-Wise (CW) SMS & WhatsApp Triggers
Messages are now smarter about when they send. A new Carrier-Wise trigger type fires SMS/WhatsApp messages based on the carrier's actual call outcome (Answered, Busy, No Answer) — not just the agent's disposition — for greater accuracy with less manual dependency.
Also in this release
- WhatsApp Chat Visibility — Agents now see unread WhatsApp message counts on the sidebar, sender names/numbers in group chats, and quoted-message context in the conversation view (agents cannot yet send quoted replies)
More accurate messaging and clearer visibility into every conversation.
Ticketing, refreshed
A cleaner interface, more focused agent view, and automated ticket creation straight from WhatsApp.
WhatsApp Chatbot: Auto Ticket Creation
Turn WhatsApp conversations into structured support automatically. When a customer messages your WABA number with a defined keyword, DialShree's chatbot flow kicks in and automatically creates a ticket at a defined point in the conversation — pausing the bot until the ticket is resolved, for a structured, no-duplicate experience.
Also in this release
- Ticketing Module UI Refresh — The entire Ticketing Module UI has been refreshed, from channel configuration (Call, WhatsApp, Email, Instagram, Facebook) to reports, notification setup, and templates
- Ticket Visibility During Live Call — While an agent is on an active call, the Ticket menu and chat window automatically filter to show only that customer's tickets (agents can still switch to view all tickets using the Reset Filter option), with full visibility restored once the call ends
- WhatsApp-Based SLA & Customer Notifications — SLA alerts and customer notifications can now be delivered via approved WhatsApp templates, with full channel-wise control across Call, Email, WhatsApp, Web, Instagram, and Facebook
A cleaner, more focused ticketing experience — from automated creation to faster SLA-driven follow-up.
APIs, integrations & everyday admin tools
Built for the people who connect DialShree to their broader tech stack and keep it running behind the scenes.
APIs & Integrations
- Copy Campaign API — Duplicate an entire campaign configuration — statuses, pause codes, hotkeys, transfer presets, and more — in one API call, significantly reducing manual setup time
- Lead Delete API, Now with Bulk Support — Delete multiple leads at once (by phone number or list), with automatic Hopper cleanup and a detailed success/failure response
- Add List API — Custom Field Copying — Replicate custom fields and mappings from an existing list into a new one via a single API call
- Webhook API Enhancement — Now returns richer post-call data, including final call status and agent email, for more accurate CRM and third-party integration
- Dialer License Auto-Update via CRM API — Built for on-premise clients: license keys now refresh automatically via a scheduled CRM sync, with zero manual intervention
Everyday Admin Tools
- TTS Voice Gender Display — Voice Type selections in Text-to-Speech now clearly show Male/Female labels, making voice selection faster
Simpler, more powerful API-driven administration with fewer manual tasks.
