Feature Updates 12.4.25
On-call Scheduler Escalation - Calls technicians for emergency notifications in the on-call scheduler sequentially until one acknowledges, with drag-and-reorder priority
*New follow-up cadence UI - For Speed to Lead there are now 3 customizable templates (standard, aggressive, persistent) with AI prompts and voicemail settings per touchpoint. Users can also create their own custom cadence. (*Requires add-on feature)
Optional email collection - now available in the online scheduling widget. Users can toggle this setting to enable email collection from new customers
Optional issue description field - now available in the online scheduling widget. Reduces booking friction by making issue description optional.
Online Widget query parameters - Pre-select phone number and service type for text campaigns in the online scheduling widget
Feature Updates - 11.20.25
*Email leads without phone numbers - System automatically sends follow-up emails instead of attempting calls when no phone number is extractable. Leads still appear in speed to lead history. (*Requires add-on feature)
Agent settings toggles - Voice settings renamed to agent settings with new toggles for cancel and reschedule capabilities. Enabled by default once feature flag is active, customers can disable to trigger callbacks instead. Works with chat agents and includes automatic appointment confirmation.
*QA outbound filter - QA page now has filtering option to view only outbound calls. (*Requires add-on feature)
*Outbound notes in Service Titan - Available via feature flag. AI leaves notes on customer records after outbound interactions (calls and texts). (*Requires add-on feature)
Feature Updates - 11.13.25
*Call reclassification to booked - Users can now mark excused calls as booked in QA history by connecting them to jobs via search for customer name, phone number, or job ID. (*Requires add-on feature)
Billing portal - Self-service portal added to settings where users can update payment methods and view past invoices without contacting support.
Widget service editing - Widget now auto-regenerates when users add or remove services in their profile. Users can also edit which job type gets selected for specific customer choices.
Lead provider caller ID customization - Users can set different verified caller IDs for specific lead sources like Angie or email leads, and customize voicemail messages through business guidelines.
Feature Updates - 11.6.25
*Email lead source integration - Forward leads from any source to a Broccoli-monitored email address and we'll automatically call them, with AI parsing any format and handling follow-ups over 1-3 days (*Requires add-on feature)
*Abandoned call follow-up - Automatically sends SMS within 5-10 minutes to customers whose calls went unanswered, with smart filtering to avoid texting people who already spoke to someone (*Requires add-on feature)
Feature Updates - 10.30.25
*Partner lead integration UI updates - Multiple configurations per provider now supported (Yelp, Angie, Google LSA). SMS setup is required in order to complete Angie and Google LSA signup (*Requires add-on feature)
*Call scoring edits - Users can now override call scores in the UI with a reason for change (*Requires add-on feature)
Widget job type customization - New UI lets customers view and edit job types and business units for each widget flow step
Shows errors when job type IDs are deleted from Service Titan but not updated in Broccoli
Displays full flow visualization showing questions, options, and resulting job types
*Audience builder using reports - New method for creating outbound static audiences using Service Titan reports (*Requires add-on feature)
Supports inclusions/exclusions and customer tag exclusions
Enables workflows like "expiring memberships" that weren't possible before
New Lead Aggregator integrations - Modernize and Networks