This release consolidates every product improvement delivered since  5.6.0 across four studios: Segmentation, Broadcast, Profile 360, and Sales Hub - including the brand-new Task Studio and the integrated Marketing-to-Sales workflow.

WHAT'S NEW AT A GLANCE

1. Segmentation Studio

NEW FEATURES

• Corporate (legal-entity) segments - Build, filter and analyze legal-entity segments separately from individuals - dedicated segment groups, engagement filters, and insights.

• Add profiles manually or via CSV/Excel - On top of rule-based filters, hand-pick specific profiles (search by name, email or phone) or upload a CSV/Excel file; the system validates the IDs and reports how many were not found (up to ~5,000 profiles, 2 MB file).

  

• Expiry for added profiles - Manually added profiles can be permanent or auto-removed from the segment after a chosen period.
• Segment description - Segments now carry a free-text description saved alongside the segment.
• Scheduled refresh for dynamic segments - Choose a refresh cadence - on-demand, daily, weekly, monthly, quarterly, semi-annual or annual (with day-of-week/day-of-month and start-month options) — plus a manual force-refresh; refresh runs only when it is due.

• Segment access permissions - The creator grants edit and/or delete rights to specific users or roles through a 'Manage access' panel; the creator always retains full control.

  

• Derived-segment transparency - Opening an Intersect, Lookalike or Top-N segment shows the operation used (intersection / union / difference / symmetric difference or lookalike strategy) and the names and sizes of the source segments.

• Segmentation on Opportunity data - Segments can now be built on Sales Hub opportunities, including date filters and lookup search.

  

• Select attributes for segment and send to Broadcast - A guided step with a column picker computes the segment and passes its data straight into a campaign.

• New filter families - Products (cards, loans, accounts…), transactions, income, merchant category, price, a time-range multi-value filter, and dynamic/relative dates (Today, last/next N days, Between).

  

• Segment history & size trend - Track a segment's size over time with export; create empty segments; near-real-time insights.

IMPROVEMENTS

• Consistent formatting - Centralized number and date formats across the studio.
• Smarter exports - Presigned-URL exports for on-prem/hybrid with email notification, and clear Excel limits (50,000 rows / 50 columns).
• Faster filtering - Type-ahead value lookup, 'Select all' for multi-select, attribute grouping, and up to 1,000 options per filter.
• Richer insights - Customizable insight-widget labels, better aggregation preview/export, and optimized intersection performance.

FIXES

• Reliability - Numerous product-filter corrections, intersect/count accuracy for corporate segments, export fixes, and preview routing/tooltip fixes.

2. Broadcast Studio

NEW FEATURES

• New Branch channel (branch task) - Instead of - or alongside - messaging the customer, a broadcast can generate a task for branch staff with a task name, sales script, attachments (PDF/DOC up to 2 MB), owner and priority; tasks are routed to Sales Hub.

  

• Product personalization ('Use recommended items') - Per-customer recommended products can be inserted into message content across all channels (SMS, Viber, email, push, branch).
• Product Insights - A new 'Products' tab in campaign analytics, alongside Performance and Funnel.
• Redesigned create-broadcast wizard — A guided 3-step flow with A/B/C testing and built-in instructions.
• Multi-approve - Send one broadcast to several approvers at once, with per-approver status.
• End-to-end custom-attribute personalization - Attributes computed in Segmentation flow into broadcasts as message placeholders; insights can be broken down by custom attributes.
• More reach & control - Broadcasts shown on Customer 360, editable Viber/SMS campaigns, legal-entity audiences, and an SES sending-limit warning.

IMPROVEMENTS

• Accurate SMS counting - Real GSM-7/Unicode segment counts with a warning when a message spans more than one SMS.
• Safer sends - Contact deduplication on by default, schedule-date validation, and 'Send now' hidden 5 minutes before start.
• Editor & content - Paste enabled in SMS/Viber/Push editors, clickable links in the branch script, UTM tracking on non-personalized broadcasts, local diacritics allowed in campaign titles, and centralized date format.

FIXES

• Reliability - Correct draft handling, per-channel consent enforcement, approve-after-edit, accurate 'Delivered' counts, branch-attachment download, recurring-schedule switching, and correct currency display.

3. Profile Studio (Customer 360)

NEW FEATURES

• Tasks & Opportunities per customer - A tabbed widget on the profile shows the customer's tasks and sales opportunities - name with type icon, color-coded status and priority, and a days-left/overdue indicator; click to open details.
• New profile widgets - Product Summary (donut + per-product legend and totals), Early Warnings (risk signals with details), Entity list, Tag list, and Trend chart.

• Redesigned profile header - Configurable key-value pills next to contact info, with a '+N more' modal for overflow.
• Clickable table rows - Rows now drill through to the related Segment preview, Broadcast, or customer Profile.
• Real-time broadcast activity - Broadcast campaign activity appears in real time on the interaction timeline.
• Corporate & filtering (from prior cycle) - New 'Private individual' / 'Legal entity' categories with filters, interaction filters, URL-persisted filters, profile-vs-segment-average comparison, and corporate profiles in Identity Resolution.

IMPROVEMENTS

• Readability - Sticky table headers, better column/overflow handling, tab filters, and centralized number/date formatting.
• Data & search - Faster profile search, real-time data with masking of sensitive values, and richer list columns (Legal / Registration / Org Unit / External ID).
• Clarity - Profile delete removed to prevent accidents; 'Uploaded' renamed to 'Onboarding Date'; missing values shown as '-'.

FIXES

• Reliability - Time hidden when 00:00, score-widget date/decimal formatting, profile-vs-segment-average widget fixes, leading-zero display, and case-insensitive channel filtering.

4. Sales Hub - Opportunity Studio & new Task Studio

TASK STUDIO (NEW MODULE)

• Two task types - To-Do and Qualification tasks, in a dedicated section alongside Opportunities.

• Task list - Sortable, filterable list (date, type, source, status, days-left, priority, owner, archived) with an overdue indicator.

  

• Guided creation - Create To-Do tasks (name, description, priority, due date, source, owner, attachments, notes, contact) and Qualification tasks (instructions + product-qualification list).
• Task details & widgets - Full detail view with info, contact person, notes, attachments, products and activity/history widgets.
• Products on tasks - Attach products with per-product status (Interested / Considering / Not interested).

• Convert Task → Opportunity - A dedicated modal converts a qualification task into an opportunity; if no offer value is entered it is derived from the task's products, and the task is archived on transfer (task ↔ opportunity sync).

  

• Archive, not delete - Tasks are archived rather than hard-deleted; attachment upload/download; on-prem support; and tasks auto-created from campaigns/broadcasts.

OPPORTUNITY & SALES - NEW FEATURES

• Sales Hub Insights - Agent- and unit-level dashboards: KPI grids, funnel / closure-reason by product, a status-stage matrix, and a task-completion table covering both opportunities and tasks.

  

• Bulk edit opportunities - Multi-select opportunities to change status (with mandatory reason) or reassign owner in one action.

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• Localization - The Sales Hub is now available in English, Serbian, and Bosnian.
• Stage validation overlay - Moving an opportunity between stages validates that stage's mandatory fields and surfaces them with human-readable labels.
• Consistent formatting - Centralized, tenant-configurable date and number formats (default dd.MM.yyyy).
• Access & convenience - RBAC/ABAC restrictions on navigation and actions, URL-persisted list filters, email test/preview, and product-catalogue query filters.

FIXES

• Reliability - Open uploaded files, opportunity list/timeline enum handling, product-status updates, lookup search parameter fix, and save-button / datetime-picker state.