Typing a date is quicker than hunting for it in a calendar — and every CRM date field now lets you do exactly that.
What's new:
• Typed dates – Enter a date such as 15.03.1962 and press Enter, or leave the field, to save it. Dates are typed day first in every dashboard language.
• Month and year selector – The calendar header now lets you jump to any year in one or two clicks.
• Four-digit years – Typed years always use four digits, so 2035 is saved as 2035 and not 1935.
• Full year in tables – Date columns in CRM record tables and routing form reports now read “05. Aug 2026” instead of “05. Aug”.
• Localised month names – Spanish and French users now see month names in their own language.
Why this matters: Entering a client's birthday from 1962 used to take hundreds of clicks, so people switched their fields to “date and time” just to get a text box. And a table full of dates with no year left you guessing whether a follow-up was due this year or last. Both are fixed.
Find it in CRM → any person, company, or custom object record → a date field.
Building a second AI phone agent no longer means starting from a blank page.
What's new:
• Duplicate action – Copy any agent from the row menu, the right-click menu, or the agent card on the AI agents list.
• Everything carries over – Settings, routes, email notification members, and shared knowledge documents all come with the copy.
• Phone number stays put – The copy starts without a number, so the original keeps answering its calls while you pick a line for the new one.
• Straight into the editor – You land in the new agent right away, named after the original with a copy suffix.
Why this matters: A practice with several locations, or an agency running agents for different clients, usually needs the same agent with small differences. Rebuilding it each time was slow and easy to get subtly wrong. Now you get it right once and change only what's different.
Find it under AI agents → row menu → Duplicate.
AI Phone Bot is available from the Professional plan onwards.
AI agent conversations no longer have to stay inside Zeeg — download any transcript and keep it wherever you need it.
What's new:
• Four formats – A download button in the conversation header saves the transcript as a PDF, plain text, spreadsheet, or JSON, in your dashboard language.
• Bulk export via the API – Export up to 50 conversations in one request, delivered as a zip with one file per conversation.
• Access respected – Only people who can already view a conversation can download it.
• PDFs made in-house – PDFs are generated on Zeeg's own servers, so transcript content never passes through a third party.
• Safer spreadsheets – Across every CSV export in Zeeg, text someone typed can no longer run as a formula when opened in Excel.
Why this matters: A call your agent handled is often something someone else needs to see — a colleague following up, a client asking what was agreed, or your own records. Until now that meant copying text out of the dashboard by hand. Now the conversation leaves Zeeg as a proper file, without its content passing through anyone else on the way.
Find it under AI agents → open an agent → Calls → open a conversation.
AI Phone Bot is available from the Professional plan onwards.
How many seats is your organization actually using? The Members page now answers that at a glance.
What's new:
• Active member count – The Members page shows how many active members your organization has.
• Invited and deactivated counts – Pending invitations and deactivated members are shown alongside the active count, when there are any.
Why this matters: Working out how many people are actually using Zeeg meant scrolling and counting, which is nobody's idea of a good time before a renewal conversation or a licence review. Now the number is simply there.
Find it under Organization settings → Members.
You can now give your AI phone agent a room to sound like it is sitting in.
What's new:
• Office background sound – A toggle in the agent's Call settings plays a quiet office ambience under its voice for the whole call.
• Off by default – New and existing agents start with it off, and it can be switched between calls.
• No effect on understanding – The agent does not hear the ambience itself, so it never changes what it picks up from the caller.
Why this matters: An agent speaking into complete silence sounds like a recording, and callers treat it like one — they talk over it, or hang up. A little room tone behind the voice makes it sound like someone picked up a phone in an office, which is exactly what you want a caller to believe.
Find it under AI agents → open an agent → Call settings.
AI Phone Bot is available from the Professional plan onwards.
You can now go from choosing a plan to paying for it in one step, with no billing details screen in between.
What's new:
• No separate details step – Choosing a plan opens the payment form directly, with an optional block above it for company name, VAT number, and a coupon code.
• Nothing typed twice – Details Zeeg already holds are passed through, and company details you enter appear on the invoice.
• Two-column dialog – On desktop, what you are buying sits on the left and the payment form on the right; on mobile the two stack as before.
• A wait that explains itself – After you pay, the dialog names the step it is on and reaches a confirmed result in seconds rather than around fifteen.
• AI minutes credited immediately – Upgrading an AI minutes plan credits the new minutes straight after payment, without waiting on the payment provider's notification.
• Details editable in place – Invoice address and company details can be changed inside the dialog, and the "View billing" link now opens the subscription page.
Why this matters: Being charged and then left watching a spinner, unsure whether the payment went through, is a bad moment to hand a paying customer — and on an AI minutes upgrade it could mean money leaving an account with nothing arriving in return. That gap is closed, and there is one less screen between deciding and being done.
Find it under Settings → Billing.
You can now create an API token when AI minutes are the only thing you pay for.
What's new:
• Token without a standard plan – An active AI minutes subscription is now enough to create a token, where a standard plan or trial used to be required.
• Scoped to outbound calls – The token carries the outbound calls permission only, so it cannot reach features you have not paid for.
• Works for organisation members – A member of an organisation whose owner holds the AI minutes subscription gets the same access as the owner.
Why this matters: Paying for outbound calls and then being told you cannot start one programmatically was an accident of how access was checked, not a deliberate limit. If AI minutes are what you bought, you can now build on them.
Find it under Settings → API access.
You can now hand your AI agent a document directly, instead of copying its contents into a text box.
What's new:
• Upload a file – PDF, Word, EPUB, HTML, Markdown, and plain text files can be added to any agent's knowledge base.
• Named from the file – The file name becomes the knowledge base entry name, and you can rename it at any time.
• Unsupported formats caught early – A file the voice provider cannot read is refused with a message naming the accepted formats, before it leaves Zeeg.
• Clearer overview – Opening a knowledge base shows its name, type, creation date, and how many agents use it, whatever the source.
Why this matters: Your price list or policy document already exists. Retyping it into a text box to teach your agent was the kind of chore people put off, and then the agent answers from something out of date. Now the document you already maintain is the one your agent answers from.
Find it under AI agents → open an agent → Knowledge base.
AI Phone Bot is available from the Professional plan onwards.
You can now decide whether the extra guests on a booking reach Salesforce at all.
What's new:
• Guest sync switch – A toggle on the Salesforce integration page controls whether additional guests are sent to Salesforce as their own records.
• On by default – The switch appears once Salesforce is connected and starts on, so nothing changes until you change it.
• Booker only, when off – Turn it off and only the person who actually made the booking reaches Salesforce.
Why this matters: If your Salesforce turns every new record into a lead, one booking with three guests meant three leads for your sales team to delete by hand. Now the people you never intended to follow up on simply never arrive.
Find it under Integrations → Salesforce.
You can now work with routing forms straight from the API, instead of only hearing about them through a webhook at the moment someone submits.
What's new:
• Full form access – List your routing forms, read one with its questions and rules, and create, update, or delete it with an API token.
• Submissions you can query – Read submissions across every form, narrow them by form, date, or destination, and delete individual entries.
• Account limits – An account can hold up to 100 routing forms; on trial that drops to 5 forms and 100 submissions in total.
• Limits shown before you hit them – At either cap the dashboard stops offering the action and explains why, and trial accounts watch the submission allowance fill up in advance.
Why this matters: A webhook tells you about one submission the moment it arrives, and nothing else — reading back what came in last month, or rebuilding a form, meant doing it by hand. Whatever you have built around Zeeg can now do that work itself.
Find it under Routing forms → open a form → Submissions tab.