GeauxIQ New Feature Releases — Week of December 12

We’ve been busy 😄
This week delivered a strong set of updates inside GeauxIQ, and these releases aren’t just cosmetic—they directly impact conversion rates, automation, reporting, and team efficiency.

Below is a quick, practical rundown of what’s new, why it matters, and how to put it to work.

📝 Forms, Surveys & Quizzes (Major Upgrades)

If you use forms (and you should), these are real wins:

✅ New: Margin Controls

You can now control top margins in Forms, Surveys, and the Quiz Builder—meaning you can finally eliminate awkward spacing without custom CSS hacks.

Why it matters: cleaner designs = more trust = higher conversion.

✅ New: Rich Text Editor for Text + Terms & Conditions

You can now format text inside forms with a much better editor:

• Rich formatting (bold, bullets, links, etc.)

• Merge fields / custom values

• Better Terms & Conditions (T&C) control

• Ability to add multiple T&C checkboxes

Why it matters: clearer messaging and smoother compliance.

✅ New: Better Post-Submission Message Control

If you use a “success message” instead of redirecting to a new page, you now have far more control over how it looks—including styling options like background blur for a polished “glass” effect.

Why it matters: your form confirmation finally matches your brand experience.

📊 Social Planner Enhancements

✅ New: Analytics for Threads & BlueSky

Threads and BlueSky analytics are now supported, giving you more complete visibility inside Social Planner.

Why it matters: better data = better content decisions.

✅ New: Multiple Watermarks (Per Channel)

You can now set different watermarks per platform (example: a wide watermark for YouTube and a square version for Instagram/Reels).

Why it matters: your brand stays consistent across formats without extra editing work.

✅ New: UI/UX Improvements for Posts + Reels

Social Planner got a series of usability upgrades—especially around selecting the right media type during post creation.

Why it matters: fewer upload errors and a faster posting workflow.

📞 Voice AI Updates (This Week’s Headliners)

Voice AI continues to level up fast.

✅ New: Multi-Calendar Appointment Booking

Voice AI can now book appointments across multiple calendars and uses the conversation context to determine the right one.

Example:

• “I’d like a demo” → routes to your demo calendar

• “Can I talk pricing?” → routes to your sales calendar

There’s also improved fallback handling if the AI isn’t sure.

Why it matters: fewer missed opportunities and smarter routing—automatically.

✅ New: System Prompt Access (Advanced Users)

Power users can now access the system prompt for Voice AI to customize behavior at a deeper level (with a reset-to-default safety option).

Why it matters: more control for teams that want advanced tuning.

✅ New: Folders for Voice AI Agents

You can now organize Voice AI agents into folders and move them between folders.

Why it matters: cleaner management as your AI library grows.

🔄 Workflow Enhancements (Automation Gets Easier)

✅ New: Inbound DND Support (Workflows)

You can now automatically apply DND (Do Not Disturb) based on inbound messages and logic—perfect for filtering spam or unwanted message types.

Why it matters: less noise, more signal, and a cleaner inbox.

✅ Improved: Copy Actions UI

Workflow copy/paste actions now have better visual cues and a cleaner user experience.

Why it matters: faster building and fewer mistakes.

✅ Improved: First-Time Workflow Experience

New users now get onboarding content, examples (“recipes”), and workflow AI guidance more prominently.

Why it matters: easier adoption and faster time-to-value.

✅ New: Faster Workflow Switcher

A fast sidebar switcher lets you jump between workflows quickly, with improved speed and options (open, clone, etc.).

Why it matters: huge productivity boost for teams managing many automations.

💳 Wallet, SaaS Mode & Payments Improvements

✅ New: Historical Wallet Usage + Invoices

You can now download wallet receipts/invoices by month going back to January 2024, including tax details.

Why it matters: easier accounting and reporting.

✅ New: In-App Upgrade for SaaS V2 Subscriptions

Subscription upgrades/downgrades for SaaS V2 can now be handled in-app as functionality catches up to V1.

Why it matters: smoother client management and billing operations.

✅ New: SaaS Analytics Dashboard (Agency View)

A dedicated SaaS analytics dashboard now exists in the agency view with key metrics and graphs.

Why it matters: better visibility into recurring revenue performance.

✅ New: CSV Export for Payments

You can now export CSVs for:

• Transactions

• Orders

• Subscriptions

Why it matters: faster reconciliation and backups.

👥 Communities & Platform Enhancements

✅ New: Optional Profile Photo Requirement

Communities can now toggle off mandatory profile photo prompts—helpful for privacy-oriented groups.

Why it matters: better privacy control and member comfort.

✅ More Improvements (Quick Hits)

• Option to issue usage credits after trial ends (prevents “free trial credit abuse”)

• Platform language support improvements

• System email fallback templates if a custom template breaks

Why it matters: fewer edge-case failures and better platform stability.

🧪 Labs: Reputation Management — Manual Reviews

Manual review input has arrived in Labs, letting you add legitimate offline reviews (handwritten notes, letters, etc.) into your review system.

Why it matters: many businesses receive praise that never makes it into digital review platforms—now you can capture it.

👀 Coming Soon (Sneak Peek)

A few items highlighted as “coming soon” include:

• Improvements to contacts UX (including tag + opportunity organization)

• Duplicate pipelines

• Continued speed and interface refinements across core areas

🚀 Want to Put These Updates to Work in Your Business?

These features are powerful on their own—but the real ROI comes from setting them up to match your sales, follow-up, marketing, and client journey.

If you want, our team will walk you through the updates and help identify quick wins you can activate immediately.

👉 Call-to-Action: Book a Meeting to Learn More

Written by Brandon Foreman
Geaux Grow | Family Resource Group Inc.
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