This release brings more flexibility to how you build forms and a faster, more visual way to route your clients. Here's what's new across Intake, your CRM, and Automations.

Intake Forms

You can now drag and drop fields between question groups, and inline editing is back, so you can adjust a field right where it sits. And when you use the "Add Fields" modal, locked fields are no longer counted in your selection or pushed into the output, so what you pick is what you get.

Control Who Sees Which Forms

A new dedicated page lets you manage Page Form Groups in one place, including visibility controls based on user groups, so the right people always see the right forms.

A few more intake updates:

• Filter forms by completion status: you can now filter Pages Forms by "Missing Required Fields" or "Completed Fields," making submissions easier to manage.
• Special characters in name fields: name fields now support special characters.
• Keep sections tidy: a new option prevents specific customer sections from automatically expanding.
• Clearer error messages: we've improved the messages for Pages intake and missing fields, so they're easier to understand and act on.

CRM

Creating assignment rules no longer means hand-writing JSON. A brand-new guided, visual builder lets you construct complex conditions with dynamic field sources through a simple UI. And because the Target Group is now optional, you can write a rule that assigns straight to a default agent without setting up a group first.

Client Delegates Can Log In Securely

Client Delegates can now sign in to the Client Portal with a one-time passcode (OTP). Delegate access is intentionally scoped: they're restricted from sensitive actions like editing account details, so you get convenience without giving up security.

A few more CRM updates:

• A steadier "All Clients" view: the "Total" chip is now "All Clients," and it always shows the full count and premium for every client, regardless of active filters, for a stable overview at a glance.
• Lifecycle control for API leads: agents can now control lifecycle events for leads submitted via the API.
• Smarter pipeline routing: new submissions are assigned to the right pipeline automatically, prioritizing the pipeline set on the form and falling back to your default.
• A clearer Edit Client dialog: required fields are now marked with an asterisk (*), Pipeline and Stage selections are validated, and both come pre-populated from the client's lifecycle data.
• More flexible stage-change validation: new logic lets you build more powerful, flexible rules for when a client's stage can change.
• A 9-month follow-up: "9 Month" is now available as a follow-up activity action.
• Time-limited support access: org admins can grant XILO's team time-limited access to help troubleshoot.
• Custom Proposal Builder fix: we resolved a bug that was causing session issues in the custom proposal builder.

Automations

Better Integrations and Cleaner Data

• HubSpot sync: we now store the HubSpot DealID and update existing deals, keeping your records in sync.
• EZLynx: the Industry field is now part of the EZLynx integration.
• Truer PDF mappings: PDF mappings now show the selected text value (like "Married") instead of an index number (like "2").
• Filter integrations by User Group: making integration access easier to manage and assign.

A few more automation updates:

• New lines of business for AL3: new AL3 schemas add support for Umbrella, Dwelling Fire, and Excess lines of business.
• Faster job histories: job lists now load in pages, which significantly improves performance and reliability for clients with many jobs.

These updates are live now in XILO. If you have any questions or want to learn more, reach out to your account manager.