CASSI Updates & Release Notes

May 29, 2025

AI Assistant AUTO Pause When YOU Text

We are very excited to announce that your AI assistant will now automatically pause for a1 hour when YOU text a client for the first time. Continued texting within that time will not extend the hour and the AI will not text again unless the contact texts back after it wakes up. If you text again after that the AI will auto-pause again for another hour.

Your AI Assistant does also have now a 15 second wait time after an inbound message responds giving it time to group messages together for single response and time for you to jump in if you prefer.

Please Note: that turning your AI assistant Off while it is on pause will not prevent it from waking up after the hour has passed. If you wish the AI to be off, please either turn it off before texting or move the contact to Manual Followup.

May 20, 2025

Ability to Put Your AI Assistant on Pause from the Mobile App

We’ve added a new field folder called AI Assistant right below Policy Info. The first time you access this on mobile you’ll need to click the little edit icon and it will give you the option to edit your SMS AI Assistant status which you can change to AI On, AI Off or AI Pause - 1 hour.

Note that some of the opportunity stages like New Leads, Older Leads and Booked / Appt Confirmation Reminders will automatically turn your assistant back on if you move a contact into that stage After you have turned your assistant off.

But this will enable you to easily put your assistant on pause on the mobile app while you are texting them uninterrupted.

You should choose the AI Pause - 1 Hour option if you want your AI assistant to continue monitoring and responding for you after you have left the conversation.

May 2, 2025

Opportunity Stage Updates in Relation To Booked Appointments

We’ve updated the opportunity stage order to put Cancelled and No-show appointments for leads BEFORE Booked appointments to show that a booked appointment is more important/valuable than a no-show or cancelled appt.

Also made updates so that Clients cannot move backwards into any of Booked, No-show or Cancelled stages. Instead they will stay in place in their client status but still receive the booked appointment reminders and the no-show/cancelled messages to get them rescheduled from where they are in their client stage.

April 22, 2025

DND automation

If the first message bounces due to landline or invalid number or the prospect replies stop to a text message, the lead will have a dnd still open tag added and be changed to dnd for sms status. It will now stay in the New Leads or 8 Days + Opportunity stages - instead of moving to DND still open, so that you are still able to call. Please check the User Provided Phone number field and switch that to the regular phone field if you find a different number there.

We also updated the DND still open smartlist to include these leads so you can easily call through them and disposition.

Tragedy or Life Event Response

Sometimes our leads are impacted by life events like the death of a loved one or a sick child or other personal emergency which means they are unable to attend their appointment or need some time unbothered by the drip messages.

In that situation your assistant will add a tag which moves them into manual follow-up (if they are in any of the lead, or appointment stages/workflows) and sends you a message letting you know to check on the situation and decide how/when to proceed.

February 21, 2025

Campaign Specific eBooks

To help build trust and encourage engagement, the drip workflow on behalf of you on day 3 will ask if they would like an ebook you put together about the type of life insurance they enquired about.

Then the next day you will automatically send them the link to the ebook.

The eBook message has also been created as a text snippet so you can manually send it any time you like as well. Note that it will fill in the campaign type before the word conversation.