Create company-wide or book-specific SMS templates under Settings → Data customizations → Templates. Add variables for contacts, households, senders, and custom fields, then apply a template from the Phone tab and personalize it before sending.
Connect Claude, ChatGPT, or another MCP-compatible client to Slant’s remote MCP server. Sign in with your Slant account instead of creating or copying an API token.
Open project type chat to describe changes to settings, milestones, tasks, outcomes, and form inputs. Chat follows the part of the editor you are viewing and can reuse milestones from other accessible project types. The project types page now combines company and book project types in one searchable table.
Public-link submissions can now be linked to an existing client or prospect, or used to create either record type. Before applying, choose which household member receives each group of answers, match or add submitted people, and map other answers to the right record fields.
RingCentral calls with RingSense transcripts now show a Transcript badge on the Phone tab, even when no recording is available. Open the call to search the transcript; RingSense call notes also appear on the call card when Slant can identify the record.
Slant admins can connect an eligible Vonage Business Communications account and choose which extensions sync call history and recordings into each book. Vonage creates the required VBC API application only for clients with more than 50 users.
When you manually link a custodian account to a household, Slant can suggest other unlinked accounts with the same primary related-party name. Review the preselected accounts and link the ones that belong to the same household.
When enrolling a household, add team members and choose To, CC, BCC, or None for each recipient. Automation actions can use the same recipient mapping.
Recurring automations can now run once for every record in a selected report. Slant refreshes the report when the schedule fires and starts a separate run for each matching record.
Zoom Scheduler is now available under Settings → Scheduling. Connect a licensed Zoom user, choose compatible event types, and let intake-form respondents book an available time.
Company members can now manage more everyday configuration without an admin, including templates, project types, pipelines, labels and tags, meeting types, nudges, document filler templates, and shared record layouts. Full company data exports are now limited to admins; list-page CSV downloads are unchanged.
Import current Redtail opportunities with their pipeline and stages, and preserve Wealthbox event comments on imported event notes. You can also require DocuSign phone verification, start a new form-builder chat, delete never-used sequences from the sequence list, and save the two engagement sections independently.Outgoing replies now remain visible while they send, and Slant prevents deletion of email templates that are still in use.
