What’s New in Optix: June 2025

June was all about making member communication easier and more impactful.

This month, we introduced Public Group Conversations to help your community connect more organically, along with a bulk add option to simplify onboarding into group chats. We also launched Support Chat for direct admin messaging, and added a new setting to tailor your inquiry flow—giving you more control over how leads engage from the very first step.

Read on and discover how each feature can help you better serve your community.

Document Storage and Document Signing is now available to all users

Document Storage and Document Signing is finally here in Optix—and available to all users!

This powerful new functionality enables you to collect and track signed agreements directly within your Optix dashboard, helping reduce risk and streamline operations. Whether you’re signing private office agreements, managing event space bookings, or onboarding new members, you can now automate the entire process using Optix Automations, ensuring the right document goes to the right person at the right time.

Check out the full Document Signing blog to learn all about this exciting new feature.

Introducing: Public Group Conversations

Say goodbye to Slack channels or WhastApp groups! With Public Group Conversations, your community can now join conversations in open groups without needing admin approval. Whether it’s an interest-based group, a local event, or a casual networking thread, users can jump in simply by sending a message or interacting with the group.

Admins or members can create Public Groups in the app. From there, members can explore and engage with any public group directly in the user app. This can help drive engagement, encourage faster community involvement, and make it easier for new members to feel at home right away.

Learn more about Public Group Conversations

Bulk add users to Public Group Conversations

Getting members plugged into your community faster just became a whole lot easier. You can now also bulk add users to Public Group Conversations, directly from the Users tab in the admin dashboard.

It’s as simple as selecting your users, choosing “Add to Group Conversation,” and either creating a new group or adding them to an existing one. This can help you get a group up and running in your community right away.

Check out this FAQ to learn how to bulk add users to Public Group Conversations.

Customize the Inquiry Widget flow by disabling the Plan or Pass selection page

With a new toggle in the Inquiry Widget settings, admins can now choose whether potential members are prompted to select a plan or pass they’re interested in when submitting an inquiry. By disabling the final Plans or Pass selection page, you can now ask more tailored questions via User Properties to match your onboarding strategy.

This simple setting gives you the flexibility to test different approaches, optimize for conversion, and collect the right level of lead detail based on your goals.

Learn more about customizing your inquiry flow

Connect admins and users directly with Support Chat

Need a quicker way for members to reach out when they have a question or issue? With the new Support Chat, when users tap “Contact Admin” in the app, it will automatically create a conversation between that user and all admin in your organization.

Even better, all admin replies are stored in the same conversation thread—so any future admins assigned to that location can view past messages and internal notes left in the conversation by admins, as well. This means your team can easily see a member’s history, preferences, or unresolved issues, helping maintain a consistent and informed support experience across your team. It’s a simple but powerful way to improve response times and build stronger member relationships.

Learn more about Support Chat

New features are coming to Optix

We can’t wait to bring you more features to help improve your member experience and help you succeed with Optix.

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