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Enhancing Our Botdoc API With New Features and Capabilities

Enhancing Our Botdoc API With New Features and Capabilities

Planned Maintenance for May 12th, 2024

Hello API Developers,

On Sunday May 12, 2024 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Ability to enable or disable the Acuant Auto Capture. Added new atrribute to Acuant object: use_auto_capture
  • Ability to reply to a Message inside a P2 Container. Added two new attributes to Message object (enable_reply and force_reply_first). The attributre force_reply_first will disable the general chat while the user does not reply to the Message.
  • Added new attribute to MessageReply object (reply_to). Foreign Key to the Message object this reply is for.
  • Ability to define “tags” inside a P2 Pull. Allows the integrator user to define the desired files he/she would like to collect inside the P2-Pull (such as Drivers License, Bank Statements etc)
  • Added a new endpoint for P2 Pushes that allows users to append Raw Binaries files to a P2 Push
  • Added new configuration that allows users to change the behavior of the TFA screen page, swamping the 6 text inputs with a single input text

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of May 3, 2024)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We apologize for any inconvenience this may cause and appreciate your patience.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

 

Botdoc API SANDBOX Planned Maintenance

Botdoc API SANDBOX Planned Maintenance

Hello Botdoc Developers,

Botdoc will have a new update running in our SANDBOX environment TOMORROW May 3, 2024 @ 3am MST!

This update will hit our production servers Sunday May 12, 2024 at 2am MST. We will send another email next week confirming.

Here is the NEW feature to Botdoc’s API Developers SANDBOX platform:

  • Ability to enable or disable the Acuant Auto Capture. Added new atrribute to Acuant object: use_auto_capture
  • Ability to reply to a Message inside a P2 Container. Added two new attributes to Message object (enable_reply and force_reply_first). The attributre force_reply_first will disable the general chat while the user does not reply to the Message.
  • Added new attribute to MessageReply object (reply_to). Foreign Key to the Message object this reply is for.
  • Ability to define “tags” inside a P2 Pull. Allows the integrator user to define the desired files he/she would like to collect inside the P2-Pull (such as Drivers License, Bank Statements etc)
  • Added a new endpoint for P2 Pushes that allows users to append Raw Binaries files to a P2 Push
  • Added new configuration that allows users to change the behavior of the TFA screen page, swamping the 6 text inputs with a single input text

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API SANDBOX Planned Maintenance

Botdoc API SANDBOX Planned Maintenance

Hello Botdoc Developers,

Botdoc will have a new update running in our SANDBOX environment SUNDAY March 31, 2024 @ 3am MST!

This update will hit our production servers estimated Sunday April 7, 2024 at 2am MST. We will send another email next week confirming.

Here is the NEW feature to Botdoc’s API Developers SANDBOX platform:

  • Allow users to provide a custom transport method on the send_notificaiton endpoint, so users can also use a different one when required

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API LIVE/PRODUCTION Planned Maintenance

Botdoc API LIVE/PRODUCTION Planned Maintenance

Hello API Developers,

On Sunday March 3, 2024 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Ability to enable or disable the Acuant Auto Capture. Added new atrribute to Acuant object: use_auto_capture
  • Ability to reply to a Message inside a P2 Container. Added two new attributes to Message object (enable_reply and force_reply_first). The attributre force_reply_first will disable the general chat while the user does not reply to the Message.
  • Added new attribute to MessageReply object (reply_to). Foreign Key to the Message object this reply is for.
  • Ability to define “tags” inside a P2 Pull. Allows the integrator user to define the desired files he/she would like to collect inside the P2-Pull (such as Driver’s License, Bank Statements etc)

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of Feb 25 2024)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc NOW Product – What’s New From Our Feb 25, 2024 Update? See Details!

WHATS NEW?

On Sunday February 25, 2024 we deployed some new features.

CLICK on the picture below to view an interactive demo of these updates.

  • Allow custom domain users, to login into their custom domains via app.botdoc.io
  • Add language on Dashboard that sending “as Queue” is Optional
  • (DR) Direct Request Improvement – Ignore 2-Factor if logged in – If a user is logged in and receives a PUSH from another verified user, and that request is linked via the “Direct Request”, feature will ignore the 2fa even if it’s enabled.
  • Add Badge/Count number of pending actions on the queue tab
  • Bug fixes to Refresh SMTP oAuth token (Office365 and Google)
  • P1/P2 Custom Fields Improvements
  • P2 ID Capture – Add expiration date countdown inside the feature
  • P2 Personal URL Automation (Magic Wand) page fixes
  • P2 Contact Search and filtering fixes
  • P2 Archive/unarchive fixes

Note:  Features and updates are no longer supported by Internet Explorer

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc API SANDBOX Planned Maintenance

Botdoc API SANDBOX Planned Maintenance

Hello Botdoc Developers,

Botdoc will have a new update running in our SANDBOX environment SUNDAY February 25, 2024 @ 3am MST!

This update will hit our production servers estimated Sunday March 3, 2024 at 2am MST. We will send another email next week confirming.

Here is the NEW feature to Botdoc’s API Developers SANDBOX platform:

  • Ability to enable or disable the Acuant Auto Capture. Added new atrribute to Acuant object: use_auto_capture
  • Ability to reply to a Message inside a P2 Container. Added two new attributes to Message object (enable_reply and force_reply_first). The attributre force_reply_first will disable the general chat while the user does not reply to the Message.
  • Added new attribute to MessageReply object (reply_to). Foreign Key to the Message object this reply is for.
  • Ability to define “tags” inside a P2 Pull. Allows the integrator user to define the desired files he/she would like to collect inside the P2-Pull (such as Driver’s License, Bank Statements etc)

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc Now Product Planned Maintenance

Botdoc Now Product Planned Maintenance

On Sunday February 25, 2024 at 2am MST there will be scheduled downtime to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • Allow custom domain users, to login into their custom links via app.botdoc.io
  • Add language on Dashboard that sending “as Queue” is Optional
  • (DR) Direct Request Improvement – Ignore 2-Factor if logged in – If a user is logged in and receives a PUSH from another verified user, and that request is linked via the “Direct Request”, feature will ignore the 2fa even if it’s enabled.
  • Add Badge/Count number of pending actions on the queue tab
  • Bug fixes to Refresh SMTP oAuth token (Office365 and Google)
  • P1/P2 add Custom Variables Improvement
  • P2 ID Capture – Add expiration date countdown inside the feature
  • P2 SMD Links – Magic wand/link, fixes
  • P2 Contact Search and filtering fixes
  • P2 Archive/unarchive fixes

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Privacy Policy Update

Privacy Policy Update

Important Notice

Hello Botdoc Users

We’re making updates to our Privacy Policy effective January 1, 2024 for all users who continue to use Botdoc, so please take time to review them.

These updates aim to provide you with more information and control over how your data is used.

If you have any questions you can reach us at support@botdoc.io.  As always, thanks for being a part of the Botdoc community.

Thanks,
Botdoc Team

Botdoc API SANDBOX Planned Maintenance

Botdoc API SANDBOX Planned Maintenance

Hello Botdoc Developers,

Botdoc will have a new update running in our SANDBOX environment SUNDAY December 17, 2023 @ 3am MST!

This update will hit our production servers estimated Sunday January 7, 2024 at 2am MST. We will send another email next week confirming.

Here is the NEW feature to Botdoc’s API Developers SANDBOX platform:

  • Add ability to define a default Email Subject on Email Templates
  • Added new endpoint to create a Container with all it’s relationships with a single call
  • Added “Tag” feature to P2-Pull. When enabled, the “ADD FILE” button on a P2-Pull will become a dropdown button and each file sent using one of the Tags will be tagged as that respectived tag.
  • Added ability to create Pull and it’s related entities (PullTag) in a single call
  • Added a new configuration to automatically cast the attribute name of a PullFile once the user sends. The casting will keep only the following characters when enabled:
    • Characters from A-Z (lower and upper case)
    • Numbers
    • Underscores
    • Dashes
    • Dots

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Important Message – Additional IP Address Required for SMTP and P2

Important Notice – Action Items

Hello IT Team users /Technical POC’s,

When using SMTP and P2, you will need to add another IP to the allowlist of your IP addresses on the Email server to prevent delays in email-generated requests. The new IP is: 52.154.221.72.

In addition, please note that the complete list of IP addresses that should be added to your allowlist is as follows: 
52.154.221.72, 52.165.168.40, 52.165.227.9, 52.165.224.93, 13.89.185.131, 13.89.186.120, 13.89.191.30, 13.89.185.138, 52.173.147.98

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io.

Thanks,
Botdoc Team

Botdoc NOW Product – What’s New From Our Oct 8 2023 Update? See Details!

WHATS NEW?

On Sunday October 8, 2023 we deployed some new features.

CLICK on the picture below to view an interactive demo of these updates.

  • User to User “Direct Requests”.  You can now send requests (Pushes or Pulls) to a confirmed Botdoc user and that user will receive a notification directly inside their Botdoc dashboard that a file is either waiting to download or needs to be uploaded.
  • The Default Email notification template is getting a new look.  The email that a recipient receives when they get a Pull or Push request will now be more defined.
  • Users can now collect a Transcript of the P2 container. Chat history, features etc
  • Misc Bug fixes on the P1 Queue timeline view and SMTP configurations.

Note:  Features and updates are no longer supported by Internet Explorer

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc Now Product Planned Maintenance

Botdoc Now Product Planned Maintenance

On Sunday October 8, 2023 at 2am MST there will be scheduled downtime to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • User to User “Direct Requests”.  You can now send requests (Pushes or Pulls) to a confirmed Botdoc user and that user will receive a notification directly inside their Botdoc dashboard that a file is either waiting to download or needs to be uploaded.
  • The Default Email notification template is getting a new look.  The email that a recipient receives when they get a Pull or Push request will now be more defined.
  • Users can now collect a Transcript of the P2 container. Chat history, features etc
  • Misc Bug fixes on the P1 Queue timeline view and SMTP configurations.

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc Now Product Planned Maintenance

Botdoc Now Product Planned Maintenance

On Sunday August 27, 2023 at 2am MST there will be scheduled downtime to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • Dealership short code automation flow has a verbiage change:

Current flow:  
Prompt #1:  Thank you for accessing “dealerships” secure portal. To access your secure account, please respond to this message by providing your first and last name.
Prompt #2:  Thank you for providing your name. Please tap the link below to upload your documents.

New flow:  
Prompt #1:  Thank you for accessing “dealerships” secure portal.
Prompt #2:  What is your first and last name?
Prompt #3:  Thank you. Please tap the link below to upload your documents.

  • P2 My View & Organization View searching and filter updates – search by “my conversations”, “Queues”, and “Users”
  • P2 My View & Organization view filter by remote users is now alphabetical.
  • Pre-Select Queues when sending user invites – Owners/Admins have the option of pre-selecting a queue or multiple queues when sending a user invites.
  • Duplicated contacts have been mitigated.

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

What’s New from our July 9, 2023 deploy? See details!

What’s New?

On Sunday July 9, 2023 at 2am MST Botdoc deployed some new features.!

 

Click the GIF below to view the details:

Other updates coming this week!

Updating Team Contacts that have merged into the P2 conversations and creating duplicates. We are working on a fix this week!

We appreciate your patience and understanding. If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc Now Product Planned Maintenance

Botdoc Now Product Planned Maintenance

Please see REVISED deploy date!

On Sunday July 9, 2023 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • P2 Conversations: Downloading documents – you can now visually see on the left conversations navigation toolbar and inside the conversations container how many documents are pending download via a download icon.  You can also verify how many times a document was downloaded and by what user inside the conversation details.
  • P2 Conversation Filter: You can now filter any conversation that still has documents needing to be Downloaded.  (Filter by: Download pending, Archived or Favorites)
  • Ability to pre-select a Queue in Team invites. A team admin can now invite the user, then pre-select the queues this user is assigned to. When the user creates their account, it will automatically assign the queue to this user vs you manually adding the user to the queue.
  • P2 Conversations: Unarchive a conversation automatically when and if a customer interacts or re-engages with an expired conversation.
  • P2 Conversations: Organization users now have the ability to see all Teams inside the P2 Conversations as well as set up remote users for all their teams.
  • When creating a Queue, we are now defaulting you as a user to that queue (so you don’t forget to add yourself to the queue)
  • Allow organization admins to assign a remote user to a conversations.  You have the option to change the remote user based on the fact that multiple salespersons shared this lead but ultimately belongs to one salesperson, or the customer could have come with a remote user via a general queue link vs automation link per the salesperson or the salesperson is terminated.
  • P1 Queues: Ability to view details of the Push and Pull timeline inside a Queue before you assign to a user or to yourself.

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc Now Product Planned Maintenance

Botdoc Now Product Planned Maintenance

On Sunday July 2, 2023 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • P2 Conversations: Downloading documents – you can now visually see on the left conversations navigation toolbar and inside the conversations container how many documents are pending download via a download icon.  You can also verify how many times a document was downloaded and by what user inside the conversation details.
  • P2 Conversation Filter: You can now filter any conversation that still has documents needing to be Downloaded.  (Filter by: Download pending, Archived or Favorites)
  • Ability to pre-select a Queue in Team invites. A team admin can now invite the user, then pre-select the queues this user is assigned to. When the user creates their account, it will automatically assign the queue to this user vs you manually adding the user to the queue.
  • P2 Conversations: Unarchive a conversation automatically when and if a customer interacts or re-engages with an expired conversation.
  • P2 Conversations: Organization users now have the ability to see all Teams inside the P2 Conversations as well as set up remote users for all their teams.
  • When creating a Queue, we are now defaulting you as a user to that queue (so you don’t forget to add yourself to the queue)
  • Allow organization admins to assign a remote user to a conversations.  You have the option to change the remote user based on the fact that multiple salespersons shared this lead but ultimately belongs to one salesperson, or the customer could have come with a remote user via a general queue link vs automation link per the salesperson or the salesperson is terminated.
  • P1 Queues: Ability to view details of the Push and Pull timeline inside a Queue before you assign to a user or to yourself.

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc API LIVE/PRODUCTION Planned Maintenance

Botdoc API LIVE/PRODUCTION Planned Maintenance

Hello API Developers,

On Sunday June 11, 2023 at 2:00am MST there will be a scheduled service update to Botdoc API. We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Updated notifications flows. As of this deployment, all communications with a given Servicer Provider for Email, Sms and Voice will be performed asynchronously.
  • Add a new endpoint to retrieve Sms and Email events directly from the Servicer. From this endpoint, communication may be performed with the Email/Sms Servicer to retrieve the most recent data on a message which may result in higher response times according to the Servicer availability.
  • Ability to import and export Automation steps.
  • Updated Transport Method integration with Google Gmail and Microsoft Office 365.
  • Added endpoint to paginate entities Message and MessageReply from a single call.
  • Added integration with new Vendor to send emails, Sendinblue

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of May 28, 2023).

 

Expected Behavior:

Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications. However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:

Botdoc is expanding NEW features to our developers. These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

 

We appreciate your patience and understanding. If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API SANDBOX Planned Maintenance

Botdoc API SANDBOX Planned Maintenance

Hello Botdoc Developers,

Botdoc will have a new update running in our SANDBOX environment SUNDAY May 28, 2023 @ 3am MST!

This update will hit our production servers estimated Sunday June 11 2023 at 2am MST. We will send another email next week confirming.

Here is the NEW feature to Botdoc’s API Developers SANDBOX platform:

  • Updated notifications flows. As of this deployment, all communications with a given Servicer Provider for Email, Sms and Voice will be performed asynchronously.
  • Add a new endpoint to retrieve Sms and Email events directly from the Servicer. From this endpoint, communication may be performed with the Email/Sms Servicer to retrieve the most recent data on a message which may result in higher response times according to the Servicer availability.
  • Ability to import and export Automation steps.
  • Updated Transport Method integration with Google Gmail and Microsoft Office 365.
  • Added endpoint to paginate entities Message and MessageReply from a single call.
  • Added integration with new Vendor to send emails, Sendinblue

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Services Back to Normal

Services Back to Normal

Dear Botdoc Users,

Botdoc had to make some emergency (hot-fixes) updates that may have effected some user’s experience while using Botdoc NOW product.

Botdoc is 100% back to normal and there are no current disruptions.

Sorry for this inconvenience.

Botdoc Team

Disruption of Botdoc NOW product and API Service

Disruption of Botdoc NOW product and API Service

Botdoc Status: 100%

At roughly 6PM Mountain time today (Friday 7 April 2023), Botdoc experienced what we believe to be a DDoS attack.  Our services were down from roughly 6:10PM MT to 6:25PM MT due to our own efforts to appropriately address the issue and solve it quickly.

Our environment scaled appropriately and we were notified.  Internal network measures were taken per our incident response plan.

At roughly 6:35PM MT everything was brought back online 100%.  Based one the sequencing of geographic servers some of our customers may have experienced downtime, others may not have.

As of this update, since 6:35PM MT there have been no anomalies, no degradation of service nor any other attempts of attacks.  This event has passed and we do not expect any more issues.

Our team is watching this and our services closely and will continue to do so over the coming weeks.

Thanks,
Botdoc Team

Botdoc NOW Product – Planned Maintenance Updates for April 2, 2023

Botdoc Now Product Planned Maintenance

On Sunday April 2, 2023 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • P2 automation page custom URL fixes (for dealerships)
  • P2 – downloading pull files fixed on the automation pages (for dealerships)
  • P2 – Automation duplicates messages removed on customer side/UX (for dealerships)
  • P2 Page scrolling fixes (UX) via mobile
  • P1 – ability for Team owners to set Two factor login for all users on team (global feature) bug fixes

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Disruptions of Botdoc NOW product and API Services (EMAIL service)

Disruptions of Botdoc NOW product and API Services

Hello Botdoc Users

Our email service (Mailgun) is having intermittent connection issues which is causing some of our clients, who do not have their own SMTP, to experience connection issues.

Mailgun continues to work on the issues and we will have more information to you ASAP. We appreciate your patience and understanding.

Sorry for this inconvenience.

Botdoc Team

Botdoc API – IMPORTANT NOTICE “New IP’s to add”

Botdoc API Important NOTICE

IMPORTANT NOTICE:

*Please implement by 1/18/2023 for Sandbox deploy and 1/22/2023 for Live production deploy!

Hello Botdoc developers,

Botdoc will be adding a few new Public IPs to it’s pool in the API product.

Customers that have strict firewall rules will be required to add the new IPs to the whitelist accordingly.
If you strict the outbound of your network, you will be required to add our additional inbound to your whitelist.
If you do restrict the traffic received from the internet (This would be the Botdoc API Webhooks), you will be required to add our additional outbound IP to your whitelist.

The new IPs are:
– Inbound: 20.62.143.104
– Outbound: 20.246.242.252

If you have any questions regarding this addition, you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io.

Thanks,
Botdoc API Team

Botdoc API Planned Maintenance (LIVE/PRODUCTION) – Sunday January 22, 2023

Botdoc API LIVE/PRODUCTION Planned Maintenance

Hello API Developers,

On Sunday January 22 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Scheduler –  With this scheduler feature, you are now able to book and schedule meetings/appointments during business hours via the P2 container with the added ability to customize dates and times.
              Automotive Industry developers:  Allow your customers to set a time to test drive or service maintenance.
              Financial Industry developers: Allow your customers to set a time to discuss investments, tax preparations or any financial related meeting.

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of December 21, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API – IMPORTANT NOTICE “New IP’s to add”

IMPORTANT NOTICE:

*Please implement by 1/18/2023 for Sandbox deploy and 1/22/2023 for Live production deploy!

Hello Botdoc developers,

Botdoc will be adding a few new Public IPs to it’s pool in the API product.

Customers that have strict firewall rules will be required to add the new IPs to the whitelist accordingly.
If you strict the outbound of your network, you will be required to add our additional inbound to your whitelist.
If you do restrict the traffic received from the internet (This would be the Botdoc API Webhooks), you will be required to add our additional outbound IP to your whitelist.

The new IPs are:
– Inbound: 20.62.143.104
– Outbound: 20.246.242.252

If you have any questions regarding this addition, you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io.

Thanks,
Botdoc API Team

POSTPONEMENT – Botdoc API Planned Maintenance (LIVE/PRODUCTION) – Sunday January 8, 2023

Hello API Developers,

POSTPONEMENT MESSAGE:
The turn of the new year requires a few more technical aspects to be in place before we deploy to production.

We will be sending out a follow up email with more details as of when this patch will hit our production servers.  Thanks for the understanding, and Botdoc wishes a great 2023 to everyone!

On Sunday January 8 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Scheduler –  With this scheduler feature, you are now able to book and schedule meetings/appointments during business hours via the P2 container with the added ability to customize dates and times.
              Automotive Industry developers:  Allow your customers to set a time to test drive or service maintenance.
              Financial Industry developers: Allow your customers to set a time to discuss investments, tax preparations or any financial related meeting.

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of December 21, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API Planned Maintenance (LIVE/PRODUCTION) – Sunday January 8, 2023

Hello API Developers,

On Sunday January 8 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Scheduler –  With this scheduler feature, you are now able to book and schedule meetings/appointments during business hours via the P2 container with the added ability to customize dates and times.
              Automotive Industry developers:  Allow your customers to set a time to test drive or service maintenance.
              Financial Industry developers: Allow your customers to set a time to discuss investments, tax preparations or any financial related meeting.

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of December 21, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API SANDBOX update December 21, 2022

Hello Botdoc Developers,

Botdoc will have a new update running in our SANDBOX environment TOMORROW December 21, 2022 @ 7am MST!

This update will hit our production servers estimated Sunday January 8 2023 at 2am MST. We will send another email next week confirming.

Here is the NEW feature to Botdoc’s API Developers SANDBOX platform:

  • Scheduler –  With this scheduler feature, you are now able to book and schedule meetings/appointments during business hours via the P2 container with the added ability to customize dates and times.

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API Planned Maintenance (LIVE/PRODUCTION) – Sunday November 20, 2022

Hello API Developers,

On Sunday November 20, 2022 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Sending email out when certificates are about to expire.
  • Added the ability to set a redirect to after a P2 Container completes.
  • Add SMS templates ability
  • Minor visual bug fixes on Secure Session page
  • Update Acuant, customer can now click to send ID vs automatically sending after customer takes second photo of their Id.
  • Moving user to the Complete page after a Container is killed.
  • Added a new entity, LiketimeMeta. This entity holds Container EVent Values that happen during the lifetime of a Container. Check our documentation to read more on the events that are stored currently
  • Allowing the P2 session to be embeded into iframes

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of November 13, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API SANDBOX update November 13, 2022

Hello Botdoc Developers,

Botdoc will have some new updates running in our SANDBOX environment on November 13, 2022 @ 2am MST!

These updates will hit our production servers estimated Sunday November 20, 2022 at 2am MST. We will send another email next week confirming.

Remember, we are changing our LIVE deployment process.

A week or two before a Production deployment, we will make the new version available in our Sandbox environment. This will give developers/clients the opportunity to perform tests with a new version if they feel they need based on the changelog of the new version.  Any tweaks and changes found by developers will take place during this testing phase in Sandbox if needed before rolling to Production.

Here are the features to Botdoc’s API Developers SANDBOX platform:

  • Sending email out when certificates are about to expire.

  • Added the ability to set a redirect to after a P2 Container completes.

  • Add SMS templates ability

  • Minor visual bug fixes on Secure Session page

  • Update Acuant, customer can now click to send ID vs automatically sending after customer takes second photo of their Id.

  • Moving user to the Complete page after a Container is killed.

  • Added a new entity, LiketimeMeta. This entity holds Container EVent Values that happen during the lifetime of a Container. Check our documentation to read more on the events that are stored currently (https://sandboxapi.botdoc.io/documentation/#section/Objects/LifetimeMeta). (documention will show on this URL AFTER the sandbox deploy)

  • Allowing the P2 session to be embeded into iframes

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API Planned Maintenance (LIVE/PRODUCTION) – New Version Sunday August 28, 2022

Hello API Developers,

On Sunday August 28, 2022 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Added assets manager. Allow users to send images in order to use them as assets on their Custom CSS
  • Added a new Configuration where users can change the behavior of the Features when a Container completes. Currently, any Feature on a pending state is moved to a completed state once the Container itself completes. This configuration allows users to control the state change of the Feature(s) of all Containers in that Apikey, controlling if the Features should transition to a “complete” state or “expired” state.
  • Added a new Configuration where users can enable or disable HTML tag stripping from the Webhooks Payload data.
  • Added a “Download All” functionality to P2 Pushes and, PushPull Pushes. When enabled, a “download all” button will appear as the first item in the file list received by an user. This functionality will be disabled on the Push if the size of all files exceeds 30 Megabytes. In this case, the files on that Push must be downloaded individually.
  • Updated typos in Documentation
  • Updated Two Factor Authentication page on the Secure Session. We will now display to the user all of its TFA receiving methods on the same page. This will allow users to request the code again through the same page.
  • Added new CSS classes to Secure Session HTML elements, so users can select different buttons using CSS selectors according to the Feature(s) states of that Container.
  • Updated the file removal behavior on a Pull. Users were able to remove files only after its upload was complete. Now, users can cancel the upload of the files both on a P2 Pull and PushPull Pull.
  • Increased valid window of the TFA codes to 600 seconds. Each code sent on the TFA had a valid window of 180 seconds. This means, the user had to input the code in a maximum of 3 minutes, otherwise he/she would get a “wrong code” error. However, emails may delay according to different providers, this window was not large enough in a few scenarios. Now the TFA codes will be valid for approximately 10 minutes. After the first valid code is used, all previous codes sent (if the user sent more than one) are invalidated.
  • Updated accessibility elements on the Secure Session page
  • Adde new attributes to Acuant Feature to control the process mode of the IDs and, the authentication sensitivity of the validation
  • Create a new entity called “LifetimeMeta”. This entity relates directly with the Container and, it will hold custom metadata about the Container and its related Entities during its lifecycle. Check our API docs in order to see all data stored as LifetimeMeta.

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of August 21, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc NOW Product – Planned Maintenance Updates for August 21, 2022

On Sunday August 21, 2022 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • Adding a searchable subject line column to the Push and Pull details page
  • Updated the file removal behavior on a Pull. Users were able to remove files only after the upload was complete. Now, users can cancel the upload of the files during upload if needed.
  • Updates on white-label syncing on the P2
  • Bug fixes

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc API SANDBOX update August 21, 2022

Hello Botdoc Developers,

Botdoc will have some new updates running in our SANDBOX environment on August 21, 2022 @ 2am MST!

These updates will hit our production servers estimated Sunday August 28, 2022 at 2am MST. We will send another email next week confirming.

Remember, we are changing our LIVE deployment process.

A week or two before a Production deployment, we will make the new version available in our Sandbox environment. This will give developers/clients the opportunity to perform tests with a new version if they feel they need based on the changelog of the new version.  Any tweaks and changes found by developers will take place during this testing phase in Sandbox if needed before rolling to Production.

Here are the features to Botdoc’s API Developers SANDBOX platform:

  • Added assets manager. Allow users to send images in order to use them as assets on their Custom CSS
  • Added a new Configuration where users can change the behavior of the Features when a Container completes. Currently, any Feature on a pending state is moved to a completed state once the Container itself completes. This configuration allows users to control the state change of the Feature(s) of all Containers in that Apikey, controlling if the Features should transition to a “complete” state or “expired” state.
  • Added a new Configuration where users can enable or disable HTML tag stripping from the Webhooks Payload data.
  • Added a “Download All” functionality to P2 Pushes and, PushPull Pushes. When enabled, a “download all” button will appear as the first item in the file list received by an user. This functionality will be disabled on the Push if the size of all files exceeds 30 Megabytes. In this case, the files on that Push must be downloaded individually.
  • Updated typos in Documentation
  • Updated Two Factor Authentication page on the Secure Session. We will now display to the user all of its TFA receiving methods on the same page. This will allow users to request the code again through the same page.
  • Added new CSS classes to Secure Session HTML elements, so users can select different buttons using CSS selectors according to the Feature(s) states of that Container.
  • Updated the file removal behavior on a Pull. Users were able to remove files only after its upload was complete. Now, users can cancel the upload of the files both on a P2 Pull and PushPull Pull.
  • Increased valid window of the TFA codes to 600 seconds. Each code sent on the TFA had a valid window of 180 seconds. This means, the user had to input the code in a maximum of 3 minutes, otherwise he/she would get a “wrong code” error. However, emails may delay according to different providers, this window was not large enough in a few scenarios. Now the TFA codes will be valid for approximately 10 minutes. After the first valid code is used, all previous codes sent (if the user sent more than one) are invalidated.
  • Updated accessibility elements on the Secure Session page
  • Adde new attributes to Acuant Feature to control the process mode of the IDs and, the authentication sensitivity of the validation
  • Create a new entity called “LifetimeMeta”. This entity relates directly with the Container and, it will hold custom metadata about the Container and its related Entities during its lifecycle. Check our API docs in order to see all data stored as LifetimeMeta.

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc NOW Product – Planned Maintenance Updates for June 26, 2022

On Sunday June 26, 2022 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • P2 – Improving Synchronization between NOW prodcut and API (SMTP, CSS and others)
  • Bug fixes on expired files
  • Improvement on UX on PULL request pages.  Send/Finish button now has animation.

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc API Planned Maintenance (LIVE/PRODUCTION) – New Version Sunday June 12, 2022

Hello API Developers,

On Sunday June 12, 2022 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Changed the text “uploading” to “encrypting” on a P2 Pull file status upload
  • Added ability to define a custom favicon to be used on the Secure Session page
  • Added ability to define the Page Title on the Secure Session
  • Added a new attribute to the Recipient entity which tells if that Recipient is online (has the Secure Session page open). Note: It may take up to 5 minutes to have a Recipient transition back to an “offline” state after being marked as online. The online status does not have any delays, as soon the Secure Session is open, the status is updated to online.
  • When removing Recipient(s) from a P2 session, they will be redirect to a page that says “This session is no longer available”
  • Added a few new endpoints to the API in order to retrieve data in bulk.
  • Navbar on a P2 Session updated
  • Added a NEW Feature, Acuant. With Acuant you will be able to securely collect IDs and, validate them with Acuant. Acuant will ensure its authenticity and, extract all the data via OCR.
  • Allowance of HTML tags on the Feature Title and Description attributes.
  • Added ability to enter custom initials for Requesters
  • Removed previous code related to the previous Secure session version.
  • Updated the HTTP Status a QR code returns

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of June 3, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API SANDBOX update June 3, 2022

Hello Botdoc Developers,

Botdoc will have some new updates running in our SANDBOX environment on June 3, 2022 @ 2am MST!

These updates will hit our production servers estimated Sunday June 12, 2022 at 2am MST. We will send another email next week confirming.

Remember, we are changing our LIVE deployment process.

A week or two before a Production deployment, we will make the new version available in our Sandbox environment. This will give developers/clients the opportunity to perform tests with a new version if they feel they need based on the changelog of the new version.  Any tweaks and changes found by developers will take place during this testing phase in Sandbox if needed before rolling to Production.

Here are the features to Botdoc’s API Developers SANDBOX platform:

  • Changed the text “uploading” to “encrypting” on a P2 Pull file status upload
  • Added ability to define a custom favicon to be used on the Secure Session page
  • Added ability to define the Page Title on the Secure Session
  • Added a new attribute to the Recipient entity which tells if that Recipient is online (has the Secure Session page open). Note: It may take up to 5 minutes to have a Recipient transition back to an “offline” state after being marked as online. The online status does not have any delays, as soon the Secure Session is open, the status is updated to online.
  • When removing Recipient(s) from a P2 session, they will be redirect to a page that says “This session is no longer available”
  • Added a few new endpoints to the API in order to retrieve data in bulk.
  • Navbar on a P2 Session updated
  • Added a NEW Feature, Acuant. With Acuant you will be able to securely collect IDs and, validate them with Acuant. Acuant will ensure its authenticity and, extract all the data via OCR.
  • Allowance of HTML tags on the Feature Title and Description attributes.
  • Added ability to enter custom initials for Requesters
  • Removed previous code related to the previous Secure session version.
  • Updated the HTTP Status a QR code returns

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc NOW Product – Planned Maintenance Updates April 17, 2022

On Sunday April 17, 2022 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 30 minutes to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • P2  updates:  Botdoc can now sync your P1 white-label configurations to your P2 containers.  This includes:
    • Logo
    • background color
    • profile photos
    • email templates including custom email templates
    • Disclaimer message
    • SMTP configurations (SPF configurations not included)
  • Queue – UPDATE: Email notification, will include visibility into some details of the request.  Notify selected users or all users of incoming requests into your Teams Queue. Owners and Admins of the Team can select any user or all users in a Queue to receive an email notification when incoming requests arrive. This feature is defaulted as disabled until the Owner/Admin checks the box/users.  Once this notification box is checked, those users will receive an email notification of all incoming requests to this Queue where the user can then assign to themselves or to another user. 

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Botdoc API Planned Maintenance (LIVE/PRODUCTION) – New Version Sunday April 3, 2022

Hello API Developers,

On Sunday April 3, 2022 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • NEW – Automations (Enterprise Level) – Configure custom Automated API calls based on set triggers.
  • Added ContainerMetadata entity. This feature will allow you to send custom key => values entries and have them associated with a Container in order store custom values for your Containers.
  • Secure session UI update. When a Feature is expired in a P2 Session, the go to action button won’t be shown on that Feature card.
  • Secure Session UI update. The TFA “request a new code” message has been replaced. The Request a new code message will now say “request a new email”, “request a new text” and “request a new call” according to the TFA method chosen.
  • Increased interval between TFA code requests on Secure Session page from 60 seconds to 120 seconds.

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of March 23, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

UPDATE – Disruptions of Botdoc NOW product and API Services (SMS service)

Hello Botdoc Users

Our SMS servicer (Twilio) is STILL currently experiencing issues with their infrastructure. This is causing SMS delays from our platform but specifically with US T-Mobile:

  1. SMS and MMS Delivery and Report Delays and Failures to US T-Mobile
  2. SMS Delivery Delays to Safaricom Network In Kenya
  3. Devices using Super SIM may experience degraded service

Twilio continues to work on the issues and we will have more information to you ASAP. We appreciate your patience and understanding.

Sorry for this inconvenience.

Botdoc Team

Botdoc API SANDBOX update March 23, 2022

Hello Botdoc Developers,

Botdoc will have some new updates running in our SANDBOX environment on March 23, 2022 @ 4am MST!

These updates will hit our production servers estimated Sunday April 3, 2022 at 2am MST. We will send another email next week confirming.

Remember, we are changing our LIVE deployment process.

A week or two before a Production deployment, we will make the new version available in our Sandbox environment. This will give developers/clients the opportunity to perform tests with a new version if they feel they need based on the changelog of the new version.  Any tweaks and changes found by developers will take place during this testing phase in Sandbox if needed before rolling to Production.

Here are the features to Botdoc’s API Developers SANDBOX platform:

  • NEW – Automations (Enterprise Level) – Configure custom Automated API calls based on set triggers.
  • Added ContainerMetadata entity. This feature will allow you to send custom key => values entries and have them associated with a Container in order store custom values for your Containers.
  • Secure session UI update. When a Feature is expired in a P2 Session, the go to action button won’t be shown on that Feature card.
  • Secure Session UI update. The TFA “request a new code” message has been replaced. The Request a new code message will now say “request a new email”, “request a new text” and “request a new call” according to the TFA method chosen.
  • Increased interval between TFA code requests on Secure Session page from 60 seconds to 120 seconds.

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc API LIVE/PRODUCTION Planned Maintenance

Hello API Developers,

On Sunday February 20, 2022 at 2:00am MST there will be a scheduled service update to Botdoc API.  We anticipate this planned update will take approximately 1 hr to perform.

Service updates to Botdoc’s API Developers platform, which include:

  • Added voice/audio TFA
  • Requests can now have multiple TFA methods
  • Migrated White Label to Custom CSS
  • Frontend application version update (Drop support for I.E)
  • DocuSign is LIVE

Affected Product/Service: API Production Interface ONLY (Sandbox had this version as of February 11, 2022)

Expected Behavior:
Service updates/maintenance are normal deployments which won’t cause any impact to production or to the development tools. They happen with no impact to the functionality of the platform or customer applications.   However, although this is very rare, if for any reason there may be an interruption of the functionality of deployment workflows and tools, it will be resolved within our expected maintenance window.

Why we’re doing this:
Botdoc is expanding NEW features to our developers.  These new updates and features expand capabilities providing more advancements to our developers regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or 

Thanks,
Botdoc API Team

Botdoc API SANDBOX Planned Maintenance

Hello API Developers,

Botdoc will have some new updates running in our SANDBOX environment on Friday February 11th, 2022 @ 3am MST!

These updates will hit our production servers estimated Sunday February 20, 2022 at 2am MST. We will send another email next week confirming.

Remember, we are changing our LIVE deployment process.

A week or two before a Production deployment, we will make the new version available in our Sandbox environment. This will give developers/clients the opportunity to perform tests with a new version if they feel they need based on the changelog of the new version. Any tweaks and changes found by developers will take place during this testing phase in Sandbox if needed before rolling to Production.

Here are the features to Botdoc’s API Developers SANDBOX platform:

  • Added voice/audio TFA
  • Requests can now have multiple TFA methods
  • Migrated White Label to Custom CSS
  • Frontend application version update (Drop support for I.E)
  • DocuSign is LIVE

Affected Product/Service: Botdoc API Sandbox only

Why we’re doing this:
This will give developers/clients the opportunity to perform tests in the SANDBOX with a new version if they feel they need based on the changelog of the new version.

We appreciate your patience and understanding. If you have any questions or concerns you can reach us on Slack at https://botdoc.io/slack/ or api@botdoc.io

Thanks,
Botdoc API Team

Botdoc Now Product Planned Maintenance

On Sunday January 30, 2022 at 2am MST there will be scheduled down time to perform upgrades to Botdoc. We anticipate this planned outage will take approximately 30 minutes to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • PUSH 2 step authentication (code expires in 3 minutes vs 60 seconds)
  • PUSH 2 step authentication – Pin code and Delivery ID# were listed on the email and mobile notifications. Delivery ID# has been removed to stop any confusion of what the pin code is.
  • Queue – Notify selected users or all users of incoming requests into your Teams Queue. Owners and Admins of the Team can select any user or all users in a Queue to receive an email notification when incoming requests arrive. This feature is defaulted as disabled until the Owner/Admin checks the box/users. Once this notification box is checked, those users will receive an email notification of all incoming requests to this Queue where the user can then assign to themselves or to another user.
  • DocuSign updates
  • Personal URL page/Customer view – Added a more defined “send me files securely” button.

Note: Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance. Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients. These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding. If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Terms of Service Update

Important Notice

Hello Botdoc Users

At Botdoc, we’re constantly working to improve our products and services for you. As our offerings evolve, our Terms of Service (“Terms”) will also evolve accordingly. To that end, we wanted to let you know we recently updated our Terms of Service to reflect changes we have made.  By continuing to use Botdoc, you agree to the updated Terms.

The updated Terms include further information about the rights granted to you through Botdoc’s services, including what you are and are not allowed to do on our platform.  We strongly urge you to use best practices for ensuring the safety and security of YOUR system and devices and how Botdoc prohibits transmitting or otherwise introducing any spyware, viruses, worms, trojan horses, time bombs or bots or any other damaging items which could interfere with our, or anyone else’s, network, device or computer system.

We encourage you to read through the fully updated Terms to make sure you understand the changes and how they affect you. Other than that, you don’t need to do anything else.

If you have any questions or concerns you can reach us at .  As always, thanks for being a part of the Botdoc community.

Thanks,
Botdoc Team

Botdoc Now Product Planned Maintenance

On Wednesday December 29, 2021 at 2am MST there will be scheduled down time to perform upgrades to Botdoc. We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • NEW – Email Subject Line– Replace Botdoc’s Push and Pull default email subject line to recipients by setting a custom Team default subject line or allow users to send their own subject line.
  • NEW – Personal URL Subject Line – When using the personal URL link in your email signature block allow your recipients to enter their own subject line when uploading documents. This subject line will be included in all email notifications to team users.
  • Bug fixes on IP address metadata
  • Security updates on TFA login process (code now expires in 60 seconds)
  • Security updates on Password Reset
  • Security updates

Note: Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance. Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients. These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding. If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Announcing Our Newest Product Launch “The QUEUE”!

Botdoc NOW Product Planned Maintenance

On Sunday, October 24, 2021 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

Botdoc’s newest product launch “the QUEUE”! Its finally here!

The “Queue”
This removes the need for Teams to have multiple users logging into one account with the same passwordThe Queue feature is where Teams: Create a Queue (Loan Department) or multiple Queues (Loan Department; Pre-Approvals; Applications), Owner/Admin can add/invite any or all users on the Team to a Queue or multiple Queues to access Requests, Users can send Requests via the Queue and Users can assign themselves Requests inside the Queue or assign Requests to others in the Queue.Features include: 

  • An Enterprise Level Functionality
  • Each Queue created will be a license (count as a user) however a Queue CANNOT log in
  • Only Owners and/or Admins of the team can create and invite users to the Queue
  • Depending on how many licenses you have for your team, there is no limit to how many users you can invite to a Queue
  • Team public URL link (just like the personal URL link in email signature blocks) with its own personal page tab to make changes
  • Users can send a Pull via the Queue or send a Push via the Queue vs your own user name
  • Assign a Pull to yourself or assign to a another user in the Queue
  • Queue Pull timeline details – “Tori Mills assigned this request to Melinda Price” (assigned to a user) or “Tori Mills assigned this request to Tori Mills” (assigned to myself) or email@yahoodotcom initiated a Pull from the PRE Loan Apps Queue Public URL
  • Assign a Push to yourself or assign to another user in the Queue
  • Queue Push timeline details – “Tori Mills assigned this send to Melinda Price” (assigned to a user) or “Tori Mills assigned this send to Tori Mills” (assigned to myself)
  • All movement/assigning within the Queue Push or the Queue Pull are saved on the audit logs

Note:  Internet Explorer is no longer supported

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team

Important Message – New Inbound IP address for the Botdoc NOW product

Important Notice

Hello Botdoc Users,

Starting November 8, 2021, Botdoc will have a NEW inbound IP address related to app.botdoc.io (The NOW product)

Many of our Users will notice no change however, if you control the IPs in your firewall you will need to allow/add the following NEW IP: 52.154.218.78

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io.

Thanks,
Botdoc Team

Botdoc NOW Product – Planned Maintenance Outage/Security Updates September 19, 2021

On Sunday September 19, 2021 at 2am MST there will be scheduled down time to perform upgrades to Botdoc.  We anticipate this planned outage will take approximately 1 hour to perform.

We’re adding some BIG features to Botdoc’s platform, which include:

  • NEW – Adobe Sign Integration – Added to the P2 for E-Sign capability
  • Bug fixes on monthly Automatic request refills

Note:  Features and updates are no longer supported by Internet Explorer

Affected Product/Service: Botdoc Interface

Expected Behavior:
Botdoc’s interface will be inaccessible during this scheduled maintenance.  Users Requests and Sends (inbound and outbound data/communications) will NOT be processed during this period.

Why we’re doing this:
Botdoc has received great feedback from its USERS therefore our team is expanding NEW features to our clients.  These new updates and features expand capabilities providing more advancements to our users regarding secure transport of data between two points.

We appreciate your patience and understanding.  If you have any questions or concerns you can reach us at support@botdoc.io

Thanks,
Botdoc Team