Release Notes & Updates

Updates, improvements and new releases for CleanDesk AI may be found here.

Versions & Release Dates

1. Version: 1.4.17: dated 29-3-2025

2. Version: 1.4.16: dated 25-3-2025

3. Version: 1.4.14: dated 28-2-2025

4. Version: 1.3.88: dated 15-2-2025

5. Version: 1.3.83: dated 13-2-2025

Version: 1.4.17

Dated: 29th March 2025

For CleanDesk AI's RecruitAssist, we are introduce new enhancements and fixes in this release to streamline your recruitment workflow and improve candidate engagement. Below are the key updates on New Features & Enhancements:

1. Enhanced Candidate Communication – Email & WhatsApp Notifications. To ensure seamless communication, candidates will now receive email notifications alongside WhatsApp messages for:

   • Job screening updates

   • Interview scheduling

   • Interview reminders

   This dual-channel approach improves engagement and reduces the risk of missed communications.

2. Improved Job Reporting – Assessment Tracker. We’ve enhanced the Job Report (Assessment Tracker) functionality based on your feedback

   • Additional columns have been incorporated into the Excel export for better data tracking.

For any questions or support, feel free to reach out to the CleanDesk AI Team.

Version: 1.4.16

Dated: 25th March 2025

We are happy to announce these new features & enhancements in Settings, CustomerAssist & PartnerAssist:

1. Settings

   1. Accounts

      • Geo Management – Enables the management of geographical settings, including the definition of geo-hierarchies, area mapping, and regional organization to enhance business operations and location-based planning.

      • Departments – Facilitates the administration of all departments within the organization. Users can add, edit, and organize department details to maintain a structured organizational hierarchy.

      • Branches – Supports the configuration of branch-related settings, ensuring a well-structured and maintained record of all business locations.

   2. Team

      • Team Invitations:

        • Bulk invitation functionality introduced.

        • Sample CSV file provided for user reference.

        • Added capability to invite users with First Name and Last Name.

      • Designations: Allows for the management of organizational designations and roles, ensuring clarity and consistency within team structures.

   3. Loyalty

      • Loyalty Tiers Management – Enables the creation and modification of loyalty tiers, facilitating the assignment of companies and contacts to appropriate loyalty and rewards programs.

   4. CustomerAssist Settings - Leads are now categorized into Customer and Partner categories, with automated classification-based assignment into respective relationship types.

      • Lead Sources – Leads now transition through predefined stages, each with unique status identifiers.

      • Relationship Type – Default relationship types introduced:

        • Business Customers (B2B)

        • Retail Customers (B2C)

        • Educational Institutions

        • Government Customers

        • Non-Profit Organizations

        • Associations and Professional Bodies

      • Lead Lifecycle Management – The system now systematically manages lead progression through various qualification and conversion stages.

      • Stage: Closed - Won

        • A lead successfully converted into a customer will be automatically transferred to Contact and/or Company based on its category:

          • Customer Category → Moved to Contact/Company as a Customer.

   5. PartnerAssist Settings

      • Partner Hierarchy – Establishes a structured framework for organizing external partnerships across primary, secondary, and tertiary levels to streamline collaboration and distribution.

      • Relationship Type – Supports single or multiple relationship sub-types per partner.

      • Lead Lifecycle

        • Leads will be automatically assigned to Contact and/or Company based on their category:

          • Partner Category → Moved to Contact/Company as a Partner

1. Dashboard (Leads)

   1. Customer Dashboard

      • Displays the count of Active, Inactive, and Closed leads for customer management.

   2. Partner Dashboard

      • Displays the count of Active, Inactive, and Closed leads for partner tracking.

2. CustomerAssist Module: Manages all customer-related interactions through an enhanced UI/UX designed for seamless customer engagement workflows.

   1. Sub Modules Included:

      • Leads – Prospective customer management

      • Contacts – Existing customer records

      • Companies – Business entities engaged as customers

   2. Leads: A lead represents a potential customer who has shown interest in products or services. Users can create and manage lead details, including name, contact information, source, and status, to track and nurture sales opportunities.

   3. Contacts: A contact refers to an individual or organization representative with whom the business maintains an ongoing relationship. This section enables structured management of contact details such as name, email, and phone number. Dashboard displaying Active and Inactive contacts added. Pie chart depicting Relationship Type is also introduced.

   4. Companies: A company represents an organization engaged in business interactions. Users can manage company-specific details, including industry, address, and contact information, ensuring easy accessibility and structured record-keeping. Dashboard displaying Active and Inactive companies added. Pie chart depicting Relationship Type is also introduced.

3. PartnerAssist Modules: Partner Assist focuses on managing strategic partnerships and collaborations with an interface designed for efficient partner engagement. It supports tracking partnership leads, managing partner contacts, and maintaining structured records of partner companies.

   1. Sub Modules Included:

      • Leads – Potential partner management

      • Contacts – Registered partners

      • Companies – Businesses categorized as partners

   2. Leads: A lead in this context refers to a potential partner, such as a vendor, distributor, or affiliate, expressing interest in collaboration. Users can capture and manage details such as name, contact information, and partnership potential to assess and qualify future business relationships.

   3. Contacts: A contact represents an individual or representative from a partnering organization. This section allows businesses to maintain structured partner records and facilitate effective communication. Dashboard displaying Active and Inactive contacts added. Pie chart depicting Relationship Type is also introduced.

   4. Companies: A company here refers to an organization engaged as a business partner. Users can manage company details, including partnership type, industry, and contact information, ensuring structured and well-documented partner relationships. Dashboard displaying Active and Inactive companies added. Pie chart depicting Relationship Type is also introduced.

For further details or support, please contact CleanDesk AI Team.

Version: 1.4.14

Dated: 28th February 2025

We are delighted to introduce new features and enhancements aimed at streamlining the job application process and improving job activity tracking, in RecruitAssist. Below are the key updates included in this release:

1. Apply for Jobs Directly from the Job Listing Page

Candidates can now apply for jobs directly from the job listing page, eliminating the need to navigate to a separate application page. This enhancement simplifies and expedites the application process, improving user efficiency and experience.

2. Job Report for Assessment Tracker

A new reporting feature has been introduced to enhance job application activity tracking. Users can generate customized reports by applying the following filters:

• Stage Selection: Choose a specific stage (e.g., Applied, Interview) to filter job activities.

• Status Selection: Generate reports based on application status (e.g., Screening Scheduled, Interview Scheduled).

• Application Date Range: Specify a "From Date" and "To Date" to retrieve reports for applications submitted within that timeframe.

These filters can be used individually or in combination for tailored reporting.

a. Full Job Activity Report

• If no filters are applied, clicking on "Generate Report" will display all job application activities associated with the selected job.

• The report can be downloaded in Excel (.xlsx) format for further analysis.

b. Filtered Job Activity Report

• When one or more filters (Stage, Status, Date) are selected, the report will display only the application activities matching the chosen criteria.

• The filtered report can also be downloaded in Excel (.xlsx) format for ease of access and evaluation.

3. Enhanced Report Format & Structure

The downloaded Report has been structured for clarity and comprehensiveness:

Header Section

• "CV Sourced from [Organisation Name]" and "Job Title" for clear attribution and job identification.

Report Columns

The report will include the following key details:

• Recruiter Name – Name of the application submitter

• Date – Application submission date

• Candidate Code

• Candidate Name

• Gender

• Email

• Country Code

• Phone Number

• Skills

• Total Experience (Years)

• Relevant Experience (Years)

• Education Level

• Location

• Current Employer

• Current Position

• Desired Position

• Annual Salary

• Expected Salary

• Notice Period (Months)

• Stage

• Status

• Interview Date – (Applicable only if the stage is ‘Interview’)

• Interview Time – (Applicable only if the stage is ‘Interview’)

Additional Information

• The downloaded Excel report is fully editable, allowing customers to modify and use the data as per their requirements.

These improvements ensure a seamless job application process, enhance job activity tracking, and provide valuable insights for recruitment teams. We are confident that these updates will improve workflow efficiency and user experience.

In order to see a job report creation video, click here.

We appreciate your continued support and feedback. Happy recruiting!

Version: 1.3.88

Dated: 15th February 2025

In CleanDesk AI's RecruitAssit, we are excited to inform you that the Interview Reminder feature has been successfully enabled in your system. This feature is designed to enhance your recruitment process by ensuring timely reminders for scheduled interviews, delivered directly to candidates via WhatsApp.

These are the detailed Steps to use the Interview Reminder feature effectively:

1. Application Stage:

   1. Ensure the application is in the Screening stage.

   2. Once the screening is completed, set the status to Qualified.

2. Create an Interview:

   1. Navigate to the application and click on the More button, then select Create Interview.

   2. Alternatively, go to Jobs > Interview and click on the Create button.

3. Fill in the Required Fields:

   1. Select the Customer Name, Job Name, Job Title, Round Name, and other necessary details.

4. Set Interview Reminders:

   1. Click on Add Notification to configure the timing for interview reminder notifications.

   2. Choose from the following options:

      1. 1 day before

      2. 1 hour before

      3. 30 minutes before

      4. 10 minutes before

5. Set Multiple Reminders (Optional):

   1. To add additional reminders, click on Add Notification again and configure the timing for the second reminder.

6. Submit the Interview Details:

   1. Click on Submit to finalize the interview schedule.

   2. Upon submission, the first notification will be sent to the candidate immediately.

   3. Subsequent reminders will be sent to the candidate via WhatsApp at the set notification times.

Version : 1.3.83

Dated: 13th February 2025

We are excited to announce the latest updates and improvements to RecruitAssist. This release brings a new feature to make your experience even better.

New Feature

1. Job image inclusion

The job image inclusion feature in the WhatsApp template for job screening has been deployed. Now, you can include job images in JPG, JPEG, or PNG formats when sending job screening messages via WhatsApp.

Please also note, if no job image is provided while submitting an application, the system will automatically use the organization's default image to ensure consistency in communication.

These features are designed to streamline your recruitment workflow. If required further assistance, please feel free to reach out to us!