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September Summary: Skills, product recommendations, a visitor funnel report, and more

4 min readUpdated

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Sylwia Kocur

Content Marketing Specialist

I joined Text to help introduce our products to companies looking for a reliable and forward-thinking partner in global communication. With experience as both a Product Expert and now a Content Writer, I understand what businesses need and help them discover how Text can support their goals.

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Do you want to know which Text updates help you earn more? September brought ten. The biggest are a unified Skills feature, product recommendations that start from your catalog, and a visitor funnel report. Each gives affiliate and solution partners something concrete to promote or build, and this post shows who each update fits best.

Everyone has AI. Sell and promote AI that actually does something. These updates are the proof.

Quick answer for busy partners

Lead with the updates that match how you earn.

  • Affiliates should start with Recommend Products setup and the Product Questions widget. Both tie straight to sales, so they’re easy to explain to your audience.

  • Solution partners should start with Skills and the visitor funnel report. One gives you something new to build, and the other gives you proof for every client review.

Three updates to lead with

Skills overhaul

Workflows and custom skills now live under a single feature called Skills. You build one by chatting, then edit every step in a visual builder, even after it’s live. Skills act in Salesforce, HubSpot, Shopify, and Slack, so the AI Agent does real work instead of only answering questions.

For solution partners, that means one place to build and adjust automations on client accounts. For affiliates, it answers the question every prospect asks: what does your AI actually do?

Recommend Products setup

Customers can now connect a product catalog to the AI Agent straight from AI Agent Skills. The skill switches on once the agent has learned every product, then starts recommending items in chats. Catalog upload launched in August, so you can catch up in the August summary.

For solution partners, it’s a short setup that leads to a revenue feature on client stores, which makes it easy to package as a service. For affiliates, it gives you a concrete feature to point to when you recommend Text.

Visitor funnel report

A new report tracks each visitor’s path from first visit to purchase and shows where they drop off. It covers chats handled, leads captured, and sales made, and it recommends fixes to win visitors back.

For solution partners, it’s proof of impact for every client review and a natural reason to keep optimizing. For affiliates, it helps the customers you refer see results and stay, which protects your recurring earnings. Want to see it in action? Test the AI Agent free.

Updates that sharpen your pitch

  • Product Questions widget - Shopify stores can add a button to product pages that starts a conversation about that product. Store owners adjust spacing, colors, and alignment to match their store. It’s in beta, and chats make visitors 325% more likely to buy.

    Best for affiliates. That stat is a strong opener with Shopify merchants. Solution partners can start testing it on client stores now.

  • Auto-collected emails - The widget now picks up emails visitors type into any site form, like newsletter sign-ups. Agents see each one as a Suggested email and accept or reject it. No developer setup is needed.

    Best for both. Affiliates can promise faster lead capture from day one, and solution partners skip a setup task.

  • AWS Marketplace listings - Text, LiveChat, ChatBot, and HelpDesk are now listed on AWS Marketplace. The basic listings send traffic to Text websites, so prospects who search there can find the products you promote.

    Best for affiliates. Solution partners with AWS-based clients also get a familiar place to point them.

  • VIP customer badge - Teammates mark important customers as VIP from the conversation menu, Inbox card, or Details sidebar. A crown badge shows everywhere in Text, so teams spot priority customers fast.

    Best for both. It’s easy to show in a demo and simple for client teams to adopt.

Updates that speed up client work

  • Saved report views - Save report filters as a Saved View with its own spot in the navigation. Weekly client reports take less time to run, leaving more time for strategy. Company-wide sharing is coming next.

    Best for solution partners. Customers referred by affiliates also get value faster.

  • Bulk availability settings - Set chat availability per teammate from their profile, or change several teammates at once. Bulk editing for chat limits and roles comes next.

    Best for solution partners setting up client teams. Affiliates get a simpler story to tell busy support crews.

  • Docs login and tokens - Log in to the docs and create personal access tokens right in the API playground. One token works for a whole API, so you make your first calls without switching between the app and the docs.

    Best for solution partners and the developers in an affiliate’s network.

How to put these to work this week

Pick one move and make it this week.

  • Affiliates: Share one update in your next post or email, and link to its changelog entry.

  • Solution partners: Test Skills on a demo account, then add the visitor funnel report to your next client review.

  • Both: Try the AI Agent yourself. It takes a few minutes and gives you a firsthand story to tell.

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