6.0 Office Hours - Sep 14 - 6 PM ET

On Monday evening, September 14, 2026, Sharad Mehta and Tyler Scott hosted the second office hours call of the day, following a four-and-a-half-hour noon session. The call ran approximately two hours and 30 minutes. Sharad opened with a live walkthrough of drip campaign reactivation and lead assignment setup, then took Q&A on a list stacking deletion bug, legacy pricing and plan transitions, OpenAPI integrations, custom fields and pipelines, outbound phone routing, dashboard and task gaps, and buyer-to-agent bulk transfers.

The call closed with Sharad confirming daily office hours would continue at noon and 6:00 PM Eastern throughout the week, with overnight fixes reviewed at the start of each call.

Sharad opened with a live screen share demonstrating two critical post-migration tasks. First, he showed how to find leads that were on a specific 5.0 drip campaign: go to All Leads, add a filter, search "drip," select the specific drip name, then bulk-select and add to the corresponding 6.0 automation. Second, he walked through setting up a "new lead created" automation with campaign selection, pipeline and status targeting, and team member assignment. Any leads from before or during the transition that were not assigned can be found by filtering for a role that "does not contain" the expected team member, then bulk-assigning (00:08:04).

Sharad said he takes full responsibility for the communication gap. The team assumed the pre-launch webinars (attended by over 2,500 unique users) were sufficient, but should have sent dedicated emails about drip reactivation and lead assignment. He noted that completing both tasks resolved 80 to 90 percent of reported issues (00:13:04).

A user reported that filtering list stacking by a specific tag and "no phone number" and deleting the results removed far more than the expected 2,500 records. After logging out and back in, only properties with an "in leads" status remained visible. Sharad confirmed the team has a full data snapshot and would restore the missing records through a support ticket already in progress (00:12:13).

A user on an annual legacy plan reported that his SMS credits had not reset since June and asked whether everyone now has unlimited SMS. Sharad clarified that existing users who signed up before September 12 stay on their legacy plan with no automatic migration. Only users who choose to switch or new sign-ups get the new pricing. All three new tiers (Solo for up to 4 users, Team for 5 to 12, Business for 12 and above) include unlimited calling, SMS, email, eSign, list stacking records, cash buyer searches, OpenAPI access, and the triple-line dialer. The only difference between tiers is team size; there is no functionality difference. Legacy plans still include OpenAPI access. Sharad created a ticket to investigate the credit reset issue (00:16:03).

A user asked whether the OpenAPI can integrate with Claude and ChatGPT. Sharad confirmed it can with some technical setup, and noted that an MCP server allowing direct app-like integration within Claude and ChatGPT is planned for later. The API currently supports creating new leads only; updating existing leads is coming soon. Sharad shared the OpenAPI docs link in the chat. He then demonstrated custom fields and custom pipelines, showing that date fields are filterable, which a user noted would be useful for tracking foreclosure auction dates in his pipeline (00:19:46).

Sharad described the upcoming routing feature (later formalized as smart routing). When making a call, the system will check for a number assigned specifically to that contact (record number), then fall back to the last number used in communication with the seller, then to the last number the user called from, then to the campaign number, and finally to the personal fallback number. This was previewed at the noon call and is expected within days (00:11:58).

A user asked whether buyer records from 5.0 (where buyers and agents were combined) can be bulk-moved to the new agent section. Sharad confirmed there is no bulk action for this yet. The workaround is tagging the records with a unique tag like "Move to Agent," recording a Loom video, and sending it to Sharad so the team can process the move. A second user asked about vendors stuck without a required campaign. Sharad said to create a placeholder campaign and send him the details for bulk assignment. Multiple users also reported automations sitting in "pending" status without progressing through drip steps. Sharad said the team would investigate and provide an update on the next day's call (02:29:56).

Sharad confirmed the team would be back Tuesday, September 15, at noon and 6:00 PM Eastern, with a rundown of any fixes pushed overnight before opening to Q&A. If needed, the daily calls would extend into the following week.
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