Invent
Changelog

#12: Referral Tracking, Sessions & Leaner Assistants

What's new in Invent #12: referral tracking, stronger account security, lower assistant costs, WhatsApp CSV sharing, and catalog browsing.

Mar 27, 2026

#12: Referral Tracking, Sessions & Leaner Assistants
Blog/Changelog/#12: Referral Tracking, Sessions & Leaner Assistants

Hey there, it’s almost April, and today we’re rolling out some fresh updates to help your business shine.

Here’s what’s new:

Smarter Referral tracking across channels

Now you can see where every new conversation comes from: Messenger, WhatsApp, Instagram, and even your website (with UTM support). Perfect for keeping tabs on all your marketing channels and knowing what’s working.

A screenshot of a client chat detail displays a profile (JO, phone +1234567890), a CSAT badge marked “5 Very Good,” and a Referral section with a WhatsApp Product card. The card shows a photo of blue shoes, their price ($34.99), SKU (SKU-456), and catalog number (catalog-123) on a modern dark UI. A “Show less” toggle is visible below the product details.
Product referrals meet customer satisfaction: After sharing product details in WhatsApp chat, instant CSAT feedback confirms a “Very Good” experience, all in one view.

Session management for security and control

Manage your account logins across devices. See all your active sessions, log out remotely, and keep your data secure.

A screenshot of a “Sessions” settings page for a user account, showing a list of active Chrome on Mac OS logins, each with device info, country, IP address, and last activity time. One session is marked as “Current session” and others show activity from 8 days or 3 months ago. Sidebar options include General, Account, Sessions, Customize, Data Controls, and Membership. The interface is modern, with a dark theme and rounded corners.
Session management puts you in control: Instantly view, manage, and terminate any active login for enhanced security and seamless activity—wherever you are.

AI Assistants now use fewer tokens

Our AI Assistants and Knowledge Base are more efficient, saving you up to 50% on token usage. More automation power, lower costs for your business.

You can now share CSVs on WhatsApp

Send CSV files back and forth right in your WhatsApp chats. Data sharing just got a whole lot simpler.

A conversation screenshot shows a user sending a file named “product_catalog_sample.csv.” The assistant immediately recognizes the CSV, confirms receipt, explains it can now answer questions using the file, and demonstrates by replying with product details. The design is clean, set on a soft pink background, showcasing seamless in-chat CSV file support.
CSV support, built-in: Instantly share and process CSV files during chat—your assistant reads, understands, and responds to product data on the spot.

Your WhatsApp catalog, powered by AI

Your AI Assistant can now help customers browse your WhatsApp catalog, find products, and place orders, in real time.

A WhatsApp business chat screenshot shows a conversation about “Invent Business” selling blue shoes (XL, $20.00). The message sequence includes a customer inquiry (“Is available?”) and a business reply (“Yes! What a great selection! Are you ready to order or want to know more about it?”). The interface is familiar and secure, highlighting easy product engagement within the chat.
Frictionless product discovery: Customers see product details directly in WhatsApp and can quickly ask about availability or order, and your AI Assistant will attend the customer with the context.

Boost engagement with Auto CSAT and Auto Follow-ups

Auto CSAT keeps collecting valuable customer feedback through chat and recover missed leads with Auto Follow-ups. Check out our blog to learn how businesses are driving higher engagement with these features.

Ready to explore?

Dive in and let these new features help you grow.

For dedicated support, unlimited scale, and custom workflows, visit Invent Enterprise

With love,
The Invent Team

Written by

Alix Gallardo
Alix GallardoCo-Founder

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