What’s New: See September 2024 FuseBase Updates

Ready to elevate your client experience and streamline your workflows with FuseBase’s latest feature releases? From AI-powered assistance to enhanced customization options and automation capabilities, September brought a lot of tools to transform the way you work and interact with your clients.

In this article, we’ll explore the exciting new features and show how you can use them in your workflow.

Custom Widgets

Craft visually stunning widgets that align with your brand. You can select from various field types, such as text, links, avatars, images, and buttons, to present information in the most impactful way possible.

• Tailor fonts, colors, spacing, and every detail to fit your style.
• Deliver a cohesive brand experience to your clients.
• Utilize custom portal widgets to feature your team, portfolio, or any content you need, like branded Kanban boards.

Cards Group

The new “Cards Group” widget is designed to enhance your client portal navigation and resource sharing. It’s perfect for creating visually appealing blocks of links in a compact and organized format.

• Present multiple links without cluttering your portal pages.
• Improve the flow and usability of your client portals.
• Showcase key resources, internal links, or important pages within your portal.

Streamlined presentation and a more user-friendly experience for your clients!

AI Assistant

This month, we released the long-awaited AI Assistant — your ultimate productivity sidekick. It’s here to revolutionize how you work in your workspace.

• Ask questions about your workspace content and receive immediate, accurate responses.
• Keep your AI interactions organized with separate conversation threads.
• Get data-driven insights extracted from project-related docs and knowledge bases.

This is just the beginning! Future updates will connect your AI Assistant to your client portals, CRM systems, and more, making it your central hub for information and action.

HTML/CSS/JS Blocks

We’ve expanded our support for HTML, CSS, and JavaScript, giving you full control over the look and feel of your client portals. Time to build better custom widgets! No coding skills? No problem! You can easily insert pre-made code snippets or let our AI help you build those blocks.

• Design unique elements like charts, pricing tables, interactive tools, presentations, and more.
• Embed widgets and code snippets from platforms like Codepen to add functionality and style.
• Ask our AI Assistant for help if you’d like it!

Transform your portals into truly unique and engaging experiences that perfectly reflect your brand and cater to your clients’ needs.

Task List Permissions

We’ve also introduced new permission settings for client task lists in FuseBase! Now you have more control over how clients interact with tasks, ensuring smoother collaboration and preventing accidental changes.

• Choose whether clients can fully edit tasks, only comment on them, or simply change their status (e.g., marking tasks as complete).
• Work seamlessly with clients on shared tasks while maintaining control over critical information.
• Easily see how task lists appear to your clients, ensuring a clear and user-friendly experience.

Try out the new task list permissions today and optimize your workflow.

Workflow Automation

FuseBase’s new Workflow Automation feature empowers you to automate repetitive processes, connect your favorite tools, and free up valuable time for more strategic work.

• Automate internal processes such as client onboarding, project setup, and task management.
• Connect FuseBase with your CRM, Slack, and other essential tools to create a unified workflow.
• Eliminate time-consuming manual tasks and focus on what matters most.

Got an idea for a new automation or integration? We’d love to hear it! Contact our support team and share your suggestions.

Closed Portal Page Customization

Even when your client portal is closed, you can still make a positive impact. FuseBase now allows you to customize the welcome page that clients see when they request access.

• Greet clients with a warm, personalized message that reflects your brand identity.
• Communicate with clients in their preferred language, creating a more inclusive experience.
• Provide upfront instructions or details about the access request process.

It’s always a great idea to make your portal more welcoming.

New “Send Email” Action

We’ve added a new “Send Email” action, allowing you to automate personalized email communication with your clients and team members.

• Automatically send emails based on specific events or conditions within your workflows, such as task completion, project updates, or client onboarding milestones.
• Tailor your email content to specific audiences, ensuring relevant and engaging communication.
• Send emails to specific groups like clients, team members, or those with access to certain portal folders.

You can also include clear CTAs to drive engagement, such as visiting a portal page, completing a task, or scheduling a meeting. Streamline your communication and boost productivity with automated emails!

Summing Up

That’s a wrap on FuseBase’s September updates! We’re committed to continuously improving FuseBase to provide you with the tools you need to succeed. Stay tuned for more exciting updates and enhancements in the future!