Bug Report: "vs last month" delta is inverted / miscalculated ?
The number contradicts reality and undermines trust in the dashboard. A new onboarded client (Salon le W /) flagged it during a review meeting: he collected far more reviews this month than last, yet every Time Period filter shows a large negative delta. Likely cause The current window counts only dated reviews (48 in 2026, avg 5.0), but the baseline seems drawn from the full All Time set (179, avg 4.6, inflated by undated imported Google reviews). A small numerator over a large baseline yields a negative percentage on every window. Not confirmed — a plain inverted sign or a wrong reference month would also fit. Summary The "% vs last month" delta shown under "Total Reviews" is wrong for every Time Period filter. It displays large negative percentages while the underlying data shows strong positive growth. The sign appears inverted and/or the comparison baseline is incorrect. Notably, the "Great Momentum! You're collecting more reviews than last month" banner in the same UI shows the correct positive direction, so two components are reading the same data with opposite results. Ground-truth data (from API) Monthly review counts, 2026: Jan: 1 Feb: 4 Mar: 1 Apr: 0 May: 3 Jun: 32 Jul (1-6): 7 Correct month-over-month delta, June vs May: +966% (32 vs 3). This matches the "Great Momentum! / 1200% increase" banner (Last 30 Days: 39 vs Previous 30 Days: 3), which uses the correct direction.
Jean-Gabriel 2 days ago
General
🐛 Bug Reports
Bug Report: "vs last month" delta is inverted / miscalculated ?
The number contradicts reality and undermines trust in the dashboard. A new onboarded client (Salon le W /) flagged it during a review meeting: he collected far more reviews this month than last, yet every Time Period filter shows a large negative delta. Likely cause The current window counts only dated reviews (48 in 2026, avg 5.0), but the baseline seems drawn from the full All Time set (179, avg 4.6, inflated by undated imported Google reviews). A small numerator over a large baseline yields a negative percentage on every window. Not confirmed — a plain inverted sign or a wrong reference month would also fit. Summary The "% vs last month" delta shown under "Total Reviews" is wrong for every Time Period filter. It displays large negative percentages while the underlying data shows strong positive growth. The sign appears inverted and/or the comparison baseline is incorrect. Notably, the "Great Momentum! You're collecting more reviews than last month" banner in the same UI shows the correct positive direction, so two components are reading the same data with opposite results. Ground-truth data (from API) Monthly review counts, 2026: Jan: 1 Feb: 4 Mar: 1 Apr: 0 May: 3 Jun: 32 Jul (1-6): 7 Correct month-over-month delta, June vs May: +966% (32 vs 3). This matches the "Great Momentum! / 1200% increase" banner (Last 30 Days: 39 vs Previous 30 Days: 3), which uses the correct direction.
Jean-Gabriel 2 days ago
General
🐛 Bug Reports
Staff-facing default text option for Opt-in/Consent form
Use case: I use the Opt-in Page as a staff-entry tool, not a customer self-serve form. My clients' staff enter the customer's name and number themselves (after verbally asking permission), rather than the customer filling in their own details. The issue: The default welcome message and consent checkbox wording are written as if the customer is filling the form in themselves (e.g. "Enter your details below to receive...", "I agree to receive text messages..."). I've edited the welcome message to be staff-facing ("Enter the customer's details below..."), but the GDPR consent checkbox label is fixed and can't be edited — it still reads as if the person submitting the form (staff) is the one agreeing to receive texts, rather than confirming the customer agreed. Suggested fix: An option to toggle between "Customer self-serve" wording and "Staff-entry" wording for the consent checkbox — e.g. staff-facing version could read something like: "I confirm the customer has agreed to receive review request texts." This would remove the mismatch for anyone using the form the way I am, without affecting the self-serve use case for those who use it that way.
Dewayne Black 6 days ago
💡 Feature Request
Staff-facing default text option for Opt-in/Consent form
Use case: I use the Opt-in Page as a staff-entry tool, not a customer self-serve form. My clients' staff enter the customer's name and number themselves (after verbally asking permission), rather than the customer filling in their own details. The issue: The default welcome message and consent checkbox wording are written as if the customer is filling the form in themselves (e.g. "Enter your details below to receive...", "I agree to receive text messages..."). I've edited the welcome message to be staff-facing ("Enter the customer's details below..."), but the GDPR consent checkbox label is fixed and can't be edited — it still reads as if the person submitting the form (staff) is the one agreeing to receive texts, rather than confirming the customer agreed. Suggested fix: An option to toggle between "Customer self-serve" wording and "Staff-entry" wording for the consent checkbox — e.g. staff-facing version could read something like: "I confirm the customer has agreed to receive review request texts." This would remove the mismatch for anyone using the form the way I am, without affecting the self-serve use case for those who use it that way.
Dewayne Black 6 days ago
💡 Feature Request
Sales Agent Monthly Tracking _Revised
Please provide a way to adjust the monthly goals for sales agents. The ability to change the goal would allow us to have consistency across the board when it comes to our Sales Agents This request was submitted and completed prior to this. However, I realize now that I could have better articulated my specific requirements regarding goal settings. While the ability to adjust team goals on a global level is a great feature, I am looking for a way to set individual goals for each agent. This would allow us to assign loftier targets to certain team members based on their specific experience and job titles. Additionally, regarding SI reports, it would be beneficial if the system could automatically disable the ability to run new reports once a set limit has been reached. Implementing this restriction would be a significant help in managing our operational costs.
Review Pulse 360 6 days ago
💡 Feature Request
Sales Agent Monthly Tracking _Revised
Please provide a way to adjust the monthly goals for sales agents. The ability to change the goal would allow us to have consistency across the board when it comes to our Sales Agents This request was submitted and completed prior to this. However, I realize now that I could have better articulated my specific requirements regarding goal settings. While the ability to adjust team goals on a global level is a great feature, I am looking for a way to set individual goals for each agent. This would allow us to assign loftier targets to certain team members based on their specific experience and job titles. Additionally, regarding SI reports, it would be beneficial if the system could automatically disable the ability to run new reports once a set limit has been reached. Implementing this restriction would be a significant help in managing our operational costs.
Review Pulse 360 6 days ago
💡 Feature Request
Restrict Sending Limits if too many errors triggered
Recently, I encountered with a user (premium plan) who uploaded a random downloaded list of emails to send requests. Due to that my Brevo account is temporarily restricted from sending transactional emails. This affected all my users. At EMR we also monitor error logs. So this could be a possible solution. The idea is: Restrict user accounts from sending emails, if too many errors occur linked to their account. Show a warning message/banner “Your account is temporarily restricted from sending Email requests. Contact support to reactivate your account. We can lift the restriction and reactivate from the customer management page. Make hourly sending limits as default setting for every customer, or with a modification option in the customer management page setting.
Arun Saini 6 days ago
💡 Feature Request
Restrict Sending Limits if too many errors triggered
Recently, I encountered with a user (premium plan) who uploaded a random downloaded list of emails to send requests. Due to that my Brevo account is temporarily restricted from sending transactional emails. This affected all my users. At EMR we also monitor error logs. So this could be a possible solution. The idea is: Restrict user accounts from sending emails, if too many errors occur linked to their account. Show a warning message/banner “Your account is temporarily restricted from sending Email requests. Contact support to reactivate your account. We can lift the restriction and reactivate from the customer management page. Make hourly sending limits as default setting for every customer, or with a modification option in the customer management page setting.
Arun Saini 6 days ago
💡 Feature Request
"No Search Results" returns as error for end user on Sales Intelligence Form/Page
The attached photo is shown when a user searches for their business and has no results. JSON shows this is a normal search that just found nothing. Can we have the ability to edit this message so end users do not see it and think there is an error? Even the icon / color changing would be a nice touch. Thank you!
Chet Bohley 7 days ago
📥 Feedback
"No Search Results" returns as error for end user on Sales Intelligence Form/Page
The attached photo is shown when a user searches for their business and has no results. JSON shows this is a normal search that just found nothing. Can we have the ability to edit this message so end users do not see it and think there is an error? Even the icon / color changing would be a nice touch. Thank you!
Chet Bohley 7 days ago
📥 Feedback
Before / After — UI dashboard exploration for Embed My Reviews
Exploring an alternative design direction This document presents a UI exploration intended to spark discussion and gather feedback. EMR already delivers a comprehensive set of features. This idea simply explores whether a different visual hierarchy, information architecture and visual language could make the experience feel calmer, easier to scan and more distinctive. Current experience The current dashboard surfaces a rich amount of information and gives visibility to many aspects of review management from the first screen. This exploration looks at an alternative way of presenting that information by adjusting visual hierarchy and reducing the number of elements competing for the user's attention at any given moment. Proposed direction The concept is organized around a single primary focal point—the overall rating—followed by three sections that reflect a salon owner's natural workflow: Where I stand — overall rating and milestone progress. How I'm collecting reviews — conversion funnel, review pace and AI insights. How I'm performing on Google — listing performance, trends and search visibility. Rather than introducing additional components, the proposal focuses on clarifying hierarchy and making it easier to understand what deserves attention first. The existing gamification experience is still present but expressed through a quieter circular progress indicator, allowing it to support the experience without becoming the dominant visual element. Why explore warm neutral tones? One aspect of this exploration is the use of a warm taupe/off-white background instead of a pure white canvas. I don't know if you've noticed : For exemple Granola (AI Note taker)
Jean-Gabriel 7 days ago
General
📥 Feedback
Before / After — UI dashboard exploration for Embed My Reviews
Exploring an alternative design direction This document presents a UI exploration intended to spark discussion and gather feedback. EMR already delivers a comprehensive set of features. This idea simply explores whether a different visual hierarchy, information architecture and visual language could make the experience feel calmer, easier to scan and more distinctive. Current experience The current dashboard surfaces a rich amount of information and gives visibility to many aspects of review management from the first screen. This exploration looks at an alternative way of presenting that information by adjusting visual hierarchy and reducing the number of elements competing for the user's attention at any given moment. Proposed direction The concept is organized around a single primary focal point—the overall rating—followed by three sections that reflect a salon owner's natural workflow: Where I stand — overall rating and milestone progress. How I'm collecting reviews — conversion funnel, review pace and AI insights. How I'm performing on Google — listing performance, trends and search visibility. Rather than introducing additional components, the proposal focuses on clarifying hierarchy and making it easier to understand what deserves attention first. The existing gamification experience is still present but expressed through a quieter circular progress indicator, allowing it to support the experience without becoming the dominant visual element. Why explore warm neutral tones? One aspect of this exploration is the use of a warm taupe/off-white background instead of a pure white canvas. I don't know if you've noticed : For exemple Granola (AI Note taker)
Jean-Gabriel 7 days ago
General
📥 Feedback
Subscription progress bar retains old plan quota after Stripe plan change
Summary On the agency dashboard, the Subscription progress bar continues to show the original plan's quota after a customer is moved from Free to a paid plan (Solo/Pro) via the native Stripe integration. The bar does not pick up the new plan's limits, while the "Available" figure displays correctly. Workflow context (how affected accounts are created) Demo accounts are created on the Free plan (50 SMS / 200 email credits) to avoid limits during demos. No freemium is offered. On signing, the client is switched to Solo (150 SMS/month) or Pro (250 SMS/month) through the native Stripe integration in EMR. Affected clients all followed this Free → paid path. Expected behavior After a Stripe plan change, the Subscription bar should reflect the new plan's quota (e.g. 150 or 250 SMS). Actual behavior The Subscription bar keeps the original plan's quota (Free = 50, or a previously higher quota), shown in red as "maxed out", even though credits remain available. The "Available" tooltip confirms it includes subscription credits + top-ups, and customer-level limits are correct (Solo/Pro limits apply, sending works). The issue appears purely on the agency-side display. Likely root cause (hypothesis) The Subscription progress bar's denominator is cached/persisted from the original plan and is not refreshed when the Stripe subscription transitions to a new plan. Related question Could this be linked to accounts simultaneously showing "Trial Expired" and "Active Subscription"? This combination appears on some of the same clients (e.g. Le W / William Rubinstein), which may share the same plan-transition state. Impact No functional impact — sending is unaffected. The inconsistency makes credit monitoring confusing on the agency side.
Jean-Gabriel 8 days ago
🐛 Bug Reports
Subscription progress bar retains old plan quota after Stripe plan change
Summary On the agency dashboard, the Subscription progress bar continues to show the original plan's quota after a customer is moved from Free to a paid plan (Solo/Pro) via the native Stripe integration. The bar does not pick up the new plan's limits, while the "Available" figure displays correctly. Workflow context (how affected accounts are created) Demo accounts are created on the Free plan (50 SMS / 200 email credits) to avoid limits during demos. No freemium is offered. On signing, the client is switched to Solo (150 SMS/month) or Pro (250 SMS/month) through the native Stripe integration in EMR. Affected clients all followed this Free → paid path. Expected behavior After a Stripe plan change, the Subscription bar should reflect the new plan's quota (e.g. 150 or 250 SMS). Actual behavior The Subscription bar keeps the original plan's quota (Free = 50, or a previously higher quota), shown in red as "maxed out", even though credits remain available. The "Available" tooltip confirms it includes subscription credits + top-ups, and customer-level limits are correct (Solo/Pro limits apply, sending works). The issue appears purely on the agency-side display. Likely root cause (hypothesis) The Subscription progress bar's denominator is cached/persisted from the original plan and is not refreshed when the Stripe subscription transitions to a new plan. Related question Could this be linked to accounts simultaneously showing "Trial Expired" and "Active Subscription"? This combination appears on some of the same clients (e.g. Le W / William Rubinstein), which may share the same plan-transition state. Impact No functional impact — sending is unaffected. The inconsistency makes credit monitoring confusing on the agency side.
Jean-Gabriel 8 days ago
🐛 Bug Reports
Sales Intelligence Free reputation report API Endpoint
Can we have this as an API endpoint please so we can have this on our main site and link through
Daniel Fawcett 9 days ago
💡 Feature Request
Sales Intelligence Free reputation report API Endpoint
Can we have this as an API endpoint please so we can have this on our main site and link through
Daniel Fawcett 9 days ago
💡 Feature Request
Urgent - Check a trader fails. I've connected a few of these & all fails.
screencast: https://a.cl.ly/12un5q9O Thanks
Bhupinder Kahlon 9 days ago
Review Sources
🐛 Bug Reports
Urgent - Check a trader fails. I've connected a few of these & all fails.
screencast: https://a.cl.ly/12un5q9O Thanks
Bhupinder Kahlon 9 days ago
Review Sources
🐛 Bug Reports
Rename Stop Negative Feedback to "Show Private Feedback" or similar
As per title: Can we rename Stop Negative Feedback to "Show Private Feedback" or similar?
Daniel Fawcett 13 days ago
📥 Feedback
Rename Stop Negative Feedback to "Show Private Feedback" or similar
As per title: Can we rename Stop Negative Feedback to "Show Private Feedback" or similar?
Daniel Fawcett 13 days ago
📥 Feedback
AI Reply Generator fails frequently
Been happening very frequently, and I can't find a way to replicate it... sometimes it happens, sometimes it doesn't. Here is the video: https://dashboard.konvey.app/share/aa3aab86-3675-4db2-8fa4-06126c8f7cfa If you can, please test this on your side and tell in the comments if this also happens to you. Thank you!
Leandro Teixeira 15 days ago
🐛 Bug Reports
AI Reply Generator fails frequently
Been happening very frequently, and I can't find a way to replicate it... sometimes it happens, sometimes it doesn't. Here is the video: https://dashboard.konvey.app/share/aa3aab86-3675-4db2-8fa4-06126c8f7cfa If you can, please test this on your side and tell in the comments if this also happens to you. Thank you!
Leandro Teixeira 15 days ago
🐛 Bug Reports
Include Review Responses in Widgets
Personally, I don't like widgets that show only 4 and 5-star reviews. They must have disclaimers, and displaying only positive reviews feels fake and artificial. Having some negative reviews builds trust, but what really adds value are the responses to those negative reviews. Having the possibility to read those responses within the widgets would be excellent. Also, I have never seen widgets that display responses to reviews, so we would be pioneers.
Leandro Teixeira 19 days ago
💡 Feature Request
Include Review Responses in Widgets
Personally, I don't like widgets that show only 4 and 5-star reviews. They must have disclaimers, and displaying only positive reviews feels fake and artificial. Having some negative reviews builds trust, but what really adds value are the responses to those negative reviews. Having the possibility to read those responses within the widgets would be excellent. Also, I have never seen widgets that display responses to reviews, so we would be pioneers.
Leandro Teixeira 19 days ago
💡 Feature Request
Feedback From "contact us directly" toggle off
The Problem: Currently, the “Contact us directly” (private feedback) section is always visible in the Review Sites funnel. While this works for some setups, it creates significant UX and legal challenges for agencies: 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 & 𝗨𝗫 𝗙𝗿𝗶𝗰𝘁𝗶𝗼𝗻:: When review gating is turned off, this button is often unnecessary and visually too dominant. It draws valuable customer attention away from public review platforms (Google, Trustpilot, etc.), which are usually the primary action we want customers to take. 𝗦𝘁𝗿𝗶𝗰𝘁 𝗟𝗲𝗴𝗮𝗹 & 𝗚𝗗𝗣𝗥 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 (𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲/𝗘𝗨): For larger clients, enterprise chains, and EU-based companies, their internal legal teams strictly enforce GDPR. Because private feedback data is stored on the platform's/agency's backend, the platform is viewed(by them) as an un-audited third party. Many legal departments strictly forbid any private user data from being captured or stored here unless the platform passes a their security audit. 𝘾𝙎𝙎 𝙒𝙤𝙧𝙠𝙖𝙧𝙤𝙪𝙣𝙙𝙨 𝙖𝙧𝙚 𝙐𝙣𝙧𝙚𝙡𝙞𝙖𝙗𝙡𝙚: While the button can be hidden using custom CSS, it is nor a scalable or reliable solution. Non-technical DIY clients cannot do this, and agencies managing multiple templates find that users frequently forget to copy the CSS over, accidentally exposing the private feedback form and triggering legal/compliance risks. 𝗦𝘂𝗴𝗴𝗲𝘀𝘁𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Add a possibility for the agencey to toggle of using this button option from a client, which would hide this feature completly from the client. When the button is show, the client could toggle it on / off is they want. Expected Behavior when Toggled "OFF": Hide the “Your experience was not great?” text. Hide the “Contact us directly” button completely. Automatically collapse the layout to remove empty spacing so the design remains clean. 𝗞𝗲𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: 𝗟͟𝗲͟𝗴͟𝗮͟𝗹͟ ͟𝗖͟𝗼͟𝗺͟𝗽͟𝗹͟𝗶͟𝗮͟𝗻͟𝗰͟𝗲͟:͟ Allows agencies to instantly onboard larger clients and corporate chains with strict legal/GDPR requirements without undergoing lengthy, non-negotiable technical security audits with agency (->EMR). Improved Conversion: Focuses 100% of the user's attention on public review platforms when private feedback is not desired. Agency Scalability: Removes the friction of relying on custom CSS, ensuring consistency across Feedback Form templates and preventing accidental template breaks by non-technical users. Flexibility: Keeps small businesses happy (who may want the option) while protecting agencies serving larger (enterprises, chain businesses) compliance-heavy/savvy clients.
S.M 20 days ago
General
💡 Feature Request
Feedback From "contact us directly" toggle off
The Problem: Currently, the “Contact us directly” (private feedback) section is always visible in the Review Sites funnel. While this works for some setups, it creates significant UX and legal challenges for agencies: 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 & 𝗨𝗫 𝗙𝗿𝗶𝗰𝘁𝗶𝗼𝗻:: When review gating is turned off, this button is often unnecessary and visually too dominant. It draws valuable customer attention away from public review platforms (Google, Trustpilot, etc.), which are usually the primary action we want customers to take. 𝗦𝘁𝗿𝗶𝗰𝘁 𝗟𝗲𝗴𝗮𝗹 & 𝗚𝗗𝗣𝗥 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 (𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲/𝗘𝗨): For larger clients, enterprise chains, and EU-based companies, their internal legal teams strictly enforce GDPR. Because private feedback data is stored on the platform's/agency's backend, the platform is viewed(by them) as an un-audited third party. Many legal departments strictly forbid any private user data from being captured or stored here unless the platform passes a their security audit. 𝘾𝙎𝙎 𝙒𝙤𝙧𝙠𝙖𝙧𝙤𝙪𝙣𝙙𝙨 𝙖𝙧𝙚 𝙐𝙣𝙧𝙚𝙡𝙞𝙖𝙗𝙡𝙚: While the button can be hidden using custom CSS, it is nor a scalable or reliable solution. Non-technical DIY clients cannot do this, and agencies managing multiple templates find that users frequently forget to copy the CSS over, accidentally exposing the private feedback form and triggering legal/compliance risks. 𝗦𝘂𝗴𝗴𝗲𝘀𝘁𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Add a possibility for the agencey to toggle of using this button option from a client, which would hide this feature completly from the client. When the button is show, the client could toggle it on / off is they want. Expected Behavior when Toggled "OFF": Hide the “Your experience was not great?” text. Hide the “Contact us directly” button completely. Automatically collapse the layout to remove empty spacing so the design remains clean. 𝗞𝗲𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: 𝗟͟𝗲͟𝗴͟𝗮͟𝗹͟ ͟𝗖͟𝗼͟𝗺͟𝗽͟𝗹͟𝗶͟𝗮͟𝗻͟𝗰͟𝗲͟:͟ Allows agencies to instantly onboard larger clients and corporate chains with strict legal/GDPR requirements without undergoing lengthy, non-negotiable technical security audits with agency (->EMR). Improved Conversion: Focuses 100% of the user's attention on public review platforms when private feedback is not desired. Agency Scalability: Removes the friction of relying on custom CSS, ensuring consistency across Feedback Form templates and preventing accidental template breaks by non-technical users. Flexibility: Keeps small businesses happy (who may want the option) while protecting agencies serving larger (enterprises, chain businesses) compliance-heavy/savvy clients.
S.M 20 days ago
General
💡 Feature Request
Kayak.com - New source
It would be great to add Kayak.com as a new source for collecting reviews. Thanks.
Baud Frédéric about 1 month ago
💡 Feature Request
Kayak.com - New source
It would be great to add Kayak.com as a new source for collecting reviews. Thanks.
Baud Frédéric about 1 month ago
💡 Feature Request
Trivago - new source ?
It would be great to add TrIvago.com as a new source for collecting reviews. Thanks.
Baud Frédéric about 1 month ago
Review Sources
💡 Feature Request
Trivago - new source ?
It would be great to add TrIvago.com as a new source for collecting reviews. Thanks.
Baud Frédéric about 1 month ago
Review Sources
💡 Feature Request
Allow PII access scoping on API tokens for DFY use cases
By default the API returns contacts anonymized, with PII (name, email, phone) excluded unless the token holds a specific reviews.pii ability. For a DFY agencies who legitimately manages the client's own contacts, this means they can't match API results back to the real people my client is asking about. I had to fall back on a manual CSV export to identify contacts. Request: make reviews.pii cleanly grantable on white-label/agency tokens (with appropriate consent and audit), so DFY operators can run contact-level verification programmatically without exporting CSVs.
Jean-Gabriel about 1 month ago
API
📥 Feedback
Allow PII access scoping on API tokens for DFY use cases
By default the API returns contacts anonymized, with PII (name, email, phone) excluded unless the token holds a specific reviews.pii ability. For a DFY agencies who legitimately manages the client's own contacts, this means they can't match API results back to the real people my client is asking about. I had to fall back on a manual CSV export to identify contacts. Request: make reviews.pii cleanly grantable on white-label/agency tokens (with appropriate consent and audit), so DFY operators can run contact-level verification programmatically without exporting CSVs.
Jean-Gabriel about 1 month ago
API
📥 Feedback
Use the organization name as the default location name
When a new client signs up, they provide their business name, which EMR stores as the organization name. But if they only have one location, that location is saved as "Default location" rather than the business name. Since I can use the MCP to manage clients, this makes locations almost impossible to identify by name. I had to look a client up by organization ID because the location name carried no information. Request: when an organization has a single location, automatically name that location after the business/organization name instead of "Default location." Renaming the org in the UI should ideally propagate to the location too.
Jean-Gabriel about 1 month ago
📥 Feedback
Use the organization name as the default location name
When a new client signs up, they provide their business name, which EMR stores as the organization name. But if they only have one location, that location is saved as "Default location" rather than the business name. Since I can use the MCP to manage clients, this makes locations almost impossible to identify by name. I had to look a client up by organization ID because the location name carried no information. Request: when an organization has a single location, automatically name that location after the business/organization name instead of "Default location." Renaming the org in the UI should ideally propagate to the location too.
Jean-Gabriel about 1 month ago
📥 Feedback
Expose the reason for a "Not sent" status via the API
When asking the MCP, "How many people have been asked to review in the last 30 days?", the API returns the outcome of an invite (e.g., added, invited, opened, clicked, redirected, etc.), which is great. However, when a contact shows as "Not sent", the API provides no reason for this status. It would be helpful to include the reason why a contact was not asked (for example, if they were blocked by the 90-day deduplication filter because they had already been contacted three weeks earlier via a reactivation campaign). Currently, this information is only visible in the EMR contact activity timeline, not through the API.
Jean-Gabriel about 1 month ago
API
📥 Feedback
Expose the reason for a "Not sent" status via the API
When asking the MCP, "How many people have been asked to review in the last 30 days?", the API returns the outcome of an invite (e.g., added, invited, opened, clicked, redirected, etc.), which is great. However, when a contact shows as "Not sent", the API provides no reason for this status. It would be helpful to include the reason why a contact was not asked (for example, if they were blocked by the 90-day deduplication filter because they had already been contacted three weeks earlier via a reactivation campaign). Currently, this information is only visible in the EMR contact activity timeline, not through the API.
Jean-Gabriel about 1 month ago
API
📥 Feedback
Unsubscribed contacts still show "Sending in 1 hour" — should display "Sending cancelled"
When a contact is unsubscribed from a campaign, the scheduled-send label ("Sending in 1 hour") remains visible. This creates confusion: the contact is clearly marked as Unsubscribed, yet the UI still suggests a message is queued. Where it appears: Contact activity timeline (recent activity popup) Per-contact row in the campaign sending list Mockup idea :
Jean-Gabriel about 1 month ago
📥 Feedback
Unsubscribed contacts still show "Sending in 1 hour" — should display "Sending cancelled"
When a contact is unsubscribed from a campaign, the scheduled-send label ("Sending in 1 hour") remains visible. This creates confusion: the contact is clearly marked as Unsubscribed, yet the UI still suggests a message is queued. Where it appears: Contact activity timeline (recent activity popup) Per-contact row in the campaign sending list Mockup idea :
Jean-Gabriel about 1 month ago
📥 Feedback