Changelog

Follow up on the latest improvements and updates.

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Bulk Edit / Update Settings
Dealer Admins can now manage commonly used team and VoiceHub settings from a centralized Company Defaults section in the Admin page. Company Defaults give Dealer Admins a faster way to standardize settings across teams. Instead of updating each team one at a time, admins can define shared defaults and decide whether those settings apply to new teams only or to all teams.
What Dealers Can Do
  • Set team defaults for work order field visibility, auto archive, auto close, and ticket closure criteria
  • Set VoiceHub defaults for call routing, missed-call ticket creation, notifications, call silencing, transferred-call assignment, ring time, and dial tone options
  • Use a familiar setup experience that matches the controls already available on team pages
  • Choose whether defaults apply only to newly created teams or are rolled out to existing teams as well
Setup
Go to Admin → Team Defaults, adjust your settings, then choose whether to:
  • Apply to new teams only, or
  • Apply to existing teams (select specific teams or all)
A confirmation setup will appear before changes are saved so admins can review the scope of impact before applying updates.
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Why It Matters
Company Defaults help reduce repeated administrative work and keep common settings consistent across the dealership organization.
Dealers can still review and adjust team-specific settings when certain locations, advisor groups, or workflows need a different setup.
Ring Schedule Templates
Admins can now create reusable ring schedule templates and apply them to selected ExpertConnect teams from the Admin page. Ring Schedule Templates make it easier to plan and reuse temporary or shared call routing schedules across multiple teams, such as holidays, closures, shutdowns, or other special coverage needs.
The initial release introduces core functionality, with additional enhancements planned for future updates.
What Dealers Can Do
  • Create reusable templates for holidays, closures, shutdowns, or other temporary schedule changes
  • Search for and select individual teams, or apply the template to all teams
  • Select advisors from the organization’s advisor list
  • Apply schedules to team calendars with a distinct color for easier identification
  • Allow each team to edit its own copy without changing the original template or impacting other teams
  • View and manage saved templates from the Ring Schedule Templates list
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Setup
Go to Admin → Ring Schedule Templates, build the schedule, select advisors from your organization’s advisor list, choose a greeting or voicemail, then search for and select individual teams or apply to all teams.
How Advisor Selection Works
When a template is applied, advisors are only added to teams they already belong to.
For example, if a template includes two advisors and is applied to multiple teams:
  • Each advisor is added only to the teams they belong to
  • Advisors are excluded from teams where they are not a member
  • Each team receives only the advisors who are already members of that team, ensuring schedules remain aligned with team assignments
Additional Details
  • Each team receives its own editable copy, so local updates do not affect the original template or other teams
  • Templates can be applied to team calendars in a distinct color for easier identification
  • Users can delete a templated schedule. Before removal, ExpertConnect will display a confirmation message explaining that deleting the template will remove it from all teams where it currently exists
Why It Matters
Ring Schedule Templates reduce repeated setup by letting admins create a schedule once and apply it across multiple teams.
Each team receives its own copy, so local updates can be made without changing the original template or affecting other teams.
WhatsApp Onboarding and Management Improvements in ExpertConnect™
ExpertConnect's partnership with Meta (WhatsApp) has evolved significantly. ExpertConnect is now a verified participant in the WhatsApp Tech Provider Program, recognized by Meta for the WhatsApp capabilities and support provided to John Deere dealers through ExpertConnect.
Previously, WhatsApp activations and onboarding were handled primarily through our communications supplier. With Meta's updated requirements, ExpertConnect now plays a direct role in helping dealers onboard and activate WhatsApp.
What does this mean for dealers?
  • A simpler and more streamlined experience:
    ExpertConnect now has greater direct integration with WhatsApp, allowing us to manage messaging, templates, and communications more efficiently on behalf of dealers.
  • Faster self-service onboarding:
    Dealers can begin onboarding and activating WhatsApp numbers through a self-service process, reducing reliance on manual setup. This capability is being rolled out gradually and will be available to more dealers over time.
  • More flexibility when activating WhatsApp:
    Dealers can use either a VoiceHub number or their own business phone number for WhatsApp messaging, with little to no assistance required from the ExpertConnect Dealer Success team.
  • Self-service profile management:
    Dealers will be able to update and manage their WhatsApp business profile information directly through the ExpertConnect portal, giving them more control and reducing support requests.
Rollout Plan
Since the launch of this new integration, these capabilities have been available for new dealers and new WhatsApp activations. As our integration with Meta and WhatsApp continues to mature, we will begin rolling out these enhancements to existing WhatsApp-enabled dealers so that all ExpertConnect customers can benefit from the same improved experience.
Mobile Payments Transition to John Deere Financial Payment Solutions (JDFPS)
Regional Availability Note: While most ExpertConnect enhancements are released globally, the JDFPS transition will initially focus on U.S. and Canadian dealers.
Starting July 20, 2026, U.S. dealers currently using ExpertConnect Mobile Payments will begin transitioning to John Deere Financial Payment Solution (JDFPS). Canadian dealer migrations will begin in September 2026. New dealers can begin onboarding to JDFPS starting in October 2026. All dealers currently using Mobile Payments are expected to complete their transition by the end of the fiscal year.
What Dealers Can Expect
  • Lower payment processing costs
  • Additional payment options, including Apple Pay and American Express
  • Simplified reporting and reconciliation
  • Dedicated John Deere Financial Payments support
What Dealers Need to Do
  • Watch for a transition invitation from the ExpertConnect team starting on July 15th
  • Participate in a 30-minute onboarding call
  • Have banking, tax, ownership and authorized signatory information available
Why It Matters
JDFPS provides a more scalable and integrated payments platform for ExpertConnect while laying the foundation for future payment enhancements. This migration is required for all U.S. and Canadian dealers currently using ExpertConnect Mobile Payments. Once existing dealers have completed the transition, new dealer payment onboarding will be available exclusively through JDFPS.
UI Updates
We've introduced a couple of small but impactful user interface improvements to make key actions more visible and reduce the risk of accidental changes.
What's New
  • Team Origin in Calls Tab: Users will now see a green phone icon next to the team name in the Calls tab. When hovering over the icon, users can view the original team the call came from, providing additional context for transferred or routed calls.
Call origin
  • Updated Delete Button Placement and Confirmation: The Delete button in the user profile (under Email Signature) has been moved from the bottom right of the screen to the left side for improved visibility and consistency. A confirmed pop-up has also been added to warn users before an account is deleted, helping prevent accidental deletions.
Delete Account
The Dealership Support View displays all advisor tickets created by your dealership with Deere Internal Teams that use ExpertConnect as their ticketing support system. This gives dealers’ leadership a single, centralized view of ongoing and new support interactions with Deere.
Key Details
  • Dealership‑wide visibility
This view is not team‑specific. Tickets are shown across the entire dealership, regardless of which advisor originally created the ticket.
  • Role‑based access
Only users with the Manager or Admin role in ExpertConnect will see the Dealership Support View.
  • Forward‑looking only
This feature is not retroactive. Only tickets created after the feature flag is enabled will appear in this view.
Why It Matters
The Dealership Support View helps dealership leaders:
  • Monitor and track dealer‑to‑Deere support activity in one place
  • Improve awareness and accountability around open support tickets
  • Gain better insight into support trends
Important Notes
  • This view includes only tickets involving Deere Internal Teams using ExpertConnect as a support system.
  • Historical tickets created prior to activation will not be included.
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We’re sharing these release notes early so you can review what’s coming this week This will be available May 6th, 2026
Several refinements across ExpertConnect improve clarity, consistency, and efficiency.
Image Handling
  • All ticket images now load correctly when viewing attachments
  • You can now scroll through all images in the ticket.
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Smarter Global Search
  • Up to 10 recent searches appear automatically
  • Recent searches can be re‑selected or removed
  • Improved messaging for empty states and no results
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Cleaner UI Details
  • Duplicate team entries removed in customer dashboard search
  • Improved column alignment in Payments
We’re sharing these release notes early so you can review what’s coming this week This will be available May 6th, 2026
Ticket reassignment now includes improved control over Communication Teams, ensuring calls and missed calls route to the correct team and phone number.
What’s Changed
Advisors now have the options to choose the communication team of the ticket.
Confirmation prompts appear when teams have their own phone numbers, helping prevent accidental changes.
A new option to clear the communication team makes it easier to correct routing issues when needed.
Why This Matters
These improvements reduce issues where:
  • Missed calls attach to the wrong ticket or team
  • Outbound calls appear to come from the wrong number
This leads to more accurate call routing, clearer team ownership, and less confusion for advisors and customers.
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We’re sharing these release notes early so you can review what’s coming this week This will be available May 6th, 2026
Saved Audio Device Preferences remembers your selected headset, microphone, speaker, and ring device even when Bluetooth or wireless devices disconnect and reconnect.
While this capability has already been released, this is the first time it’s being formally communicated as part of our feature updates.
What This Feature Does
Previously, users often had to reselect audio devices after:
  • Bluetooth disconnects
  • Wireless headset reconnects
  • Browser or session changes
With Saved Audio Device Preferences:
  • Users can mark audio devices as preferred
  • Calls are never blocked if a preferred device is unavailable
The system remembers preferences across sessions unless you clear your cache or logout.
How It Works
In Device Settings (Speaker, Microphone, Ring Device), users will see:
“Prefer this audio device when available”
When selected, ExpertConnect prioritizes that device for future calls.
If a preferred device cannot be found:
  • The call still connects using the system default
  • The user is informed
  • Inbound calls are never delayed or lost
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Why This Matters
This enhancement improves reliability for users who:
  • Rely on Bluetooth or wireless headsets
  • Move between work locations
  • Frequently dock and undock
Less troubleshooting, fewer missed calls, and smoother customer conversations.
We’re sharing these release notes early so you can review what’s coming this week This will be available May 6th, 2026
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Pause Call Recording – Now Dealer Controlled
Note
: This feature is not available for Region 2 dealerships due to regional legal and regulatory requirements.
Pause Call Recording is now fully managed by the dealership, giving admins and managers direct control over when this feature is available to teams.
What’s Changed
Pause Call Recording is not a new capability in ExpertConnect. Previously, it was enabled only when:
  • Payments were enabled and/or
  • A dealer’s country or region legally required pausing call recordings for sensitive interactions
With this release, Pause Call Recording moves from a system‑controlled capability to a dealer‑managed setting, eliminating the need to work with support to turn it on or off.
New Dealer‑Controlled Settings
Dealers can now manage Pause Call Recording through two levels of control:
Company (Admin) Level
  • Admins can enable or disable Pause Call Recording from Company Settings in the Admin web dashboard.
  • This setting acts as the master control for the dealership.
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Team Level
  • When enabled at the company level, Primary and Manager users can control Pause Call Recording for individual teams.
  • This setting is available on the Team Detail → Call Settings page.
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Availability Requirements
Pause Call Recording is available to teams only when:
  • Call Recording is turned ON at both the company and team level
  • Pause Call Recording is enabled at the company level
A legally approved disclosure message is automatically played when recording is active, supporting transparency and compliance.
Why This Matters
This update gives dealerships flexibility to:
  • Align Pause Call Recording usage with internal processes and training
  • Enable or disable the feature based on operational needs, not just payment workflows
  • Maintain compliance while adapting to real‑world customer conversations
Important Notes
While ExpertConnect now provides full control over Pause Call Recording, dealerships are responsible for proper usage and training.
Dealers should clearly train employees on:
When recording must be paused, including situations involving but not limited to:
  • Credit or debit card numbers
  • Bank account information
  • Internal sensitive conversations
  • When recording should be resumed
  • Applicable legal, regulatory, and internal company policies
Pause Call Recording is designed to support compliance and customer trust, effective use depends on clear policies and consistent execution by dealership staff.
The ExpertConnect mobile app has been updated for iPhone and Android, delivering bug fixes and performance improvements as part of this release.
We’ve enhanced how ExpertConnect manages audio during internet based voice calls on iOS, bringing the app in line with Apple recommended practices and the smooth audio behavior users expect from leading calling apps.
These updates are all about delivering a more consistent, predictable calling experience when using wired headsets, wireless devices, Bluetooth accessories, or CarPlay. Whether audio devices are connected, disconnected, or switched midcall, ExpertConnect now responds with greater reliability, making inapp calls feel more seamless than ever.
To validate these improvements, the team tested the updated audio handling across a variety of commonly used devices, including:
  • Apple wired headsets
  • Apple AirPods
  • Apple CarPlay
  • Parrot C300 MS V1.24
  • Jabra Evolve2 65 Flex
  • Several generic accessories
These tests helped confirm that audio routing and device switching behave as expected during active calls.
While these updates significantly improve overall audio consistency, they are not intended to resolve every possible calling or audio issue across all devices and scenarios.
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Right now, Time to First Response (TTFR) is calculated as a median response time across all tickets created by your default team over the past 14 days.
A “first response” is recorded any time an advisor takes one of the following actions on a ticket:
  • Placing a voice call
  • Starting a video call
  • Starting a manual timer
  • Sending a message to a customer
  • Re-assigning the ticket
Today, this metric applies to every ticket, whether it was opened by a customer or created proactively by an advisor.
To provide a more accurate view of how quickly your team responds to customer-initiated requests, we are updating this calculation to include only reactive support tickets, in other words, tickets that were started by a customer.
With the new metric, only customer-started tickets will affect your TTFR.
The updated calculation will affect the following places:
  • The Dashboard’s Time to First Response metric
  • Insights Reporting
This will not retroactively change any historical data, only data going forward. Insights will reflect the updated data starting March 12th for any data pulled from February 25th onward, anything prior to February 25th will continue to display the old data.
After several months of beta testing and iterative improvements, we’re excited to announce that Search Resolutions will be rolling out to all ExpertConnect dealers.
Search Resolution is designed to drastically reduce the time spent investigating complex machine issues by helping technicians and service teams find relevant answers faster, right from within the ticket experience.
What’s New? You should now see a new option labeled Search Resolution located just above the Resolution field in an ExpertConnect Ticket.
When selected, Search Resolution opens an assistant that helps locate relevant solutions based on your specific machine and question.
How it Works
  1. Select “Search Resolution” in your ticket
  2. You’ll be prompted to enter:
  • Machine Model - Automatically pre-populated if a machine is already listed in the Equipment field
  • Technical Question - Can be pre-populated if existing ticket message contains an identified question
  1. Click “Find Resolution”
  2. The assistant searches:
  • Machine manuals
  • DTAC Solutions
  1. If the results are sufficient, select “Add Resolution”
  • The AI-generated resolution is automatically added to the ticket’s Resolution field.
While this feature is primarily geared towards Service Departments, this is just the beginning. We plan to expand Search Resolution’s capabilities to support additional use cases in the future.
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