Changelog

#13: Consolidated Billing, Contact Activity & Notes

Whitelabel billing, contact activity timelines, notes & 5x faster inbox. Ideal for your agency ops & CRM.

Apr 3, 2026

 #13: Consolidated Billing, Contact Activity & Notes
Blog/Changelog/ #13: Consolidated Billing, Contact Activity & Notes

Today, we’re rolling out fresh upgrades for your business operation experience.

Consolidated billing for agencies & partners

The feature every agency has been waiting for is here!
Now, all charges and auto-reloads across client sub-accounts are billed directly to the parent organization. This streamlined solution gives your agency:

  • A single, unified invoice across all client accounts
  • Full control over spending limits and invoicing settings
  • Whitelabel-ready billing that scales seamlessly

Where to find it:
Parent Organization → Settings → Sub-Orgs → Org → Billing

Invent dashboard displays the “Sub-Organizations” and “Billing” sections for a Travel Agency account, highlighting the “Consolidated Billing” feature. The interface notes that usage charges are billed to the parent organization, with the option to enable or manage this setting. The sidebar includes key navigation links like Members, Billing, Plans, and Sub-Organizations, all styled on a soft pink background.

Easily manage costs across teams: Enable consolidated billing to centralize payment and usage charges for all your sub-organizations.

Contact Activity timeline

Gain full visibility into every client interaction.
See the most relevant actions, who performed them, and when, helping your team deliver accountable, high-touch service that builds trust.

A black contact “Activity” panel on a soft pink background shows a timeline where team members assign colored tags like Negotiation (purple), VIP (yellow), and Enterprise (red) to a contact. Team member names and profile icons are shown, along with timestamps (“9s ago”, “3m ago”, “13m ago”). There’s an “Add a note…” input at the top, making team collaboration seamless and organized.

Track contact progress with real-time activity, see when teammates assign tags like Negotiation, VIP, or Enterprise at a glance.

Manual Contact Notes

Manually add notes directly to any contact, and watch them appear instantly in the unified Activity timeline. Keep every teammate on the same page, every time.

Invent: A profile details panel on a soft pink background lets users view and edit contact info. Displayed is a WhatsApp phone number, country (United States with flag), and a WhatsApp link. A “+ Add field” button is clicked, showing options to add an email or phone number. The interface is secure and intuitive, ideal for managing multichannel contact data.

Quickly add and manage contact information, manually enter email or phone details straight from the profile view.

Enhanced Contact editing

Edit or add emails and phone numbers for any contact right from the profile screen, ensuring your records remain accurate and up to date.

Improved handling for Unnamed Contacts

No more confusing “Contact XX” placeholders.
All unnamed contacts are now clearly labeled as Unnamed”.

Performance & Bonus updates

Go further with Invent Enterprise

Ready to take things to the next level?
Explore Invent Enterprise for unlimited scalability, custom automations, and dedicated support, designed for fast-growing agencies and partners.

With love,
Invent Team


Start Building Your Assistant For Free

No credit card required.

Keep reading

Unlocking the Full Value of Your Facebook Ads: How AI Can Bridge the Gap When You’re Too Busy to Answer Every DM
Product

Unlocking the Full Value of Your Facebook Ads: How AI Can Bridge the Gap When You’re Too Busy to Answer Every DM

Discover how AI-powered messaging tools like Invent help small businesses convert every Facebook Ads lead, even when you're too busy to reply. Never miss a DM again.

Alix Gallardo
Alix Gallardo
Apr 16, 26
Conversational AI in Banking: Real Use Cases, Best Apps, and How to Implement It (2026)
Industry

Conversational AI in Banking: Real Use Cases, Best Apps, and How to Implement It (2026)

How natural language banking interfaces eliminate friction, speed up emergency actions, and improve accessibility for every customer. The future is Conversational AI in Banking and beyond.

Alix Gallardo
Alix Gallardo
Apr 14, 26
How to Configure and Master Invent AI Assistants and Agents: Knowledge, Instructions & Context Engineering Guide 2026
Product

How to Configure and Master Invent AI Assistants and Agents: Knowledge, Instructions & Context Engineering Guide 2026

Master Invent AI assistant setup: Natural language instructions, knowledge base, context engineering (structured prompts). Step-by-step 2026 guide, no training needed. Boost CSAT with conversational AI!

Alix Gallardo
Alix Gallardo
Apr 13, 26
Why Expensive Leads Fail Without an Structured Sales Pipelines
Industry

Why Expensive Leads Fail Without an Structured Sales Pipelines

A well-structured sales pipeline ensures no lead is wasted. Learn how to organize your sales process, improve ROI, and build a healthy pipeline that converts more leads into paying customers.

Alix Gallardo
Alix Gallardo
Apr 11, 26
#14: Contact Tabs, Assistant Auto-Updates, Analytics and Heatmaps Now Live
Changelog

#14: Contact Tabs, Assistant Auto-Updates, Analytics and Heatmaps Now Live

Explore Invent’s latest upgrades to power your conversational AI workflows, from smarter contact management and automated assistant updates to enhanced analytics and real-time customer experience insights.

Alix Gallardo
Alix Gallardo
Apr 10, 26
Multiplayer Intelligence: Invent's Vision for AI-Human Support
Product

Multiplayer Intelligence: Invent's Vision for AI-Human Support

Invent multiplayer intelligence vision: Hybrid AI-human collaboration measured by multiplayer metrics to optimize enterprise conversational AI support.

Alix Gallardo
Alix Gallardo
Apr 10, 26