6.0 Office Hours - Oct 5 - 6 PM ET

On Monday, October 5, 2026, Sharad Mehta hosted the office hours call at 1:00 PM PT / 4:00 PM ET, the first week of the new one-call-per-day schedule. The session ran approximately one hour and 18 minutes.

The call closed with Sharad previewing Tuesday's solopreneur and small team setup masterclass.

Sharad opened with the announcement that the bulk automation limit was updated from 100 to 500 records per day, effective the same day. The cap applies only to records added manually, including bulk selection from list stacking. New leads entering the system through campaigns, web forms, or Zapier are not subject to the limit and will all be enrolled in their assigned automation regardless of volume. Sharad recommended keeping outbound text frequency to no more than 2 to 3 texts per lead per day to avoid carrier flagging (00:02:10).

​Q: What is the bulk automation limit in REsimpli 6.0? A: 500 records per day for manually added records. New leads coming in through campaigns have no cap.

​Q: Does the 500-record automation limit apply to new leads coming in from Zapier or web forms? A: No. The limit applies only to records added manually. Incoming leads from campaigns, web forms, and Zapier are enrolled automatically with no daily cap.

​Q: How many texts per day should I send per lead to avoid carrier flagging? A: No more than 2 to 3 outbound texts per lead per day.

A user reported that his list stacking CSV upload has failed three times. Each attempt shows 100 percent new leads even though it should be updating existing records. Sharad asked for the CSV file to be emailed directly for investigation. He noted that MacBook users sometimes encounter issues when a file downloads as a Numbers format and is then converted to CSV, which can corrupt the file structure (00:04:23).

​Q: Why does my list stacking CSV upload show 100 percent new leads instead of updating existing ones? A: This can be caused by a corrupted CSV file, particularly if it was converted from MacBook Numbers format. Email the file directly to Sharad or support for investigation.

​Q: Can MacBook file format cause list stacking upload issues? A: Yes. Files downloaded as Numbers format and converted to CSV can have formatting issues that prevent the system from matching existing records. Verify the file is a clean CSV before uploading.

Sharad confirmed that the phone system was down for approximately 45 minutes to an hour that morning due to extremely high load that crashed the database. The system was restored in coordination with the DB provider. Users who missed calls during the outage can email Sharad for a log of missed calls during the downtime window (00:05:49).

​Q: Were REsimpli phones down on October 5, 2026? A: Yes, for approximately 45 minutes to an hour due to a database crash caused by high load. The system was restored the same morning.

A user demonstrated that the leaderboard's column selection, column order, and hidden columns all reset after a page refresh. He also requested filtering the leaderboard by team member role (lead managers only, dispo only) instead of seeing the entire team on one view, and freezing the header row so column labels stay visible while scrolling through team members. Sharad confirmed all three improvements would be added: column persistence as a quick fix, role-based filtering as a saved view, and a frozen header row (00:11:53).

​Path: Dashboards > Leaderboards > Column Selection (does not persist currently)

​Q: Do leaderboard column selections save in REsimpli 6.0? A: Not yet. Column selections, ordering, and visibility reset on page refresh. A fix to persist these settings is planned.

​Q: Can I filter the leaderboard by team member role? A: Not yet. Currently the leaderboard only filters by time period. A role-based filter (lead managers, acquisition, dispo) is being added.

A user reported that moving leads to "underwriting and BPO" status was not marking them as qualified. Sharad walked through the automation setup live and demonstrated it working: the lead was marked qualified within one minute of the status change. In 5.0, this was automatic because pipeline stages were fixed. In 6.0, the user must create a status-change automation because all stages are now customizable (00:15:59).

​Path: Automations > Lead Status Change > [select trigger status] > Mark as Qualified

​Q: Why are my leads not being marked as qualified when I move them to underwriting in REsimpli 6.0? A: In 6.0, pipeline stages are customizable, so the system no longer auto-qualifies on fixed stages. Create a status-change automation that marks the lead as qualified when it moves to your underwriting status.

​Q: Did REsimpli remove the automatic qualified lead feature? A: The fixed-stage auto-qualification from 5.0 was removed because stages are now customizable. The replacement is a status-change automation, which gives more flexibility.

Sharad explained that the current 1-minute minimum delay between automation steps exists because thousands of leads and list stacking records are going through automations simultaneously under the new 500-record limit. Once the system stabilizes and the team confirms it can handle the volume, the delay will be reduced. No specific timeline was provided (00:17:20).

​Q: Why is there a 1-minute minimum delay between automation steps in REsimpli 6.0? A: The delay exists to manage system load as thousands of records process through automations simultaneously. It will be reduced once the system stabilizes under the new 500-record daily limit.

A user reported that filtering active leads by campaign name throws an "argument passed does not match accepted types" error. The same error appears when filtering by tags. Sharad logged into the user's account and could not reproduce the error from his end, seeing 289 leads returned correctly. A hard refresh (Ctrl+Shift+R) did not resolve the issue on the user's browser. A ticket was created for the dev team (00:33:43).

​Q: Why do I get an "argument passed does not match accepted types" error when filtering by campaign name? A: This is a known bug affecting some accounts. Hard refresh may not resolve it. Submit a support ticket with your email and the specific filter you are using.

A user asked about the return of cold calling campaigns from 5.0, where list stacking records could be pushed into campaign-based dialer sessions with separate access for cold callers. Sharad shared Figma mockups showing the upcoming campaign view: records pushed to a campaign, campaign-level stats (records, dialed, connected, converted, DNC), per-record dialing history with call outcomes and dates, and direct access to the single-line or triple-line dialer from the campaign view. Expected this month; exact date to be confirmed by the following week (00:36:46).

​Q: When are cold calling campaigns coming back to REsimpli? A: Expected October 2026. The feature will let users push list stacking records into campaign-based dialer sessions with stats tracking and direct dialer access.

​Q: Can I give my cold caller access to specific list stacking campaigns without access to the full account? A: Yes, this is part of the returning cold calling campaign feature. Cold callers will be able to access assigned campaigns and dial from them directly.

A user reported seeing "no available contacts, add contacts or wait for cooldown cap reset" when loading records into the triple-line dialer. Sharad explained that if phone numbers are marked DNC, they are automatically removed from the dialer session. This can leave zero records if all numbers are flagged. Sharad is considering adding an option that lets users choose whether to include or skip DNC records in a session, rather than removing them silently (00:41:12).

​Q: Why does the triple-line dialer say "no available contacts" when I have records loaded? A: Records with DNC-marked phone numbers are automatically excluded. If all loaded records are flagged DNC, the dialer shows no available contacts. Check your records' DNC status.

​Q: Can I override the DNC exclusion in the triple-line dialer? A: Not yet. An option to let users choose whether to include or skip DNC records is under consideration.

A user reported that filtering list stacking records by number of touches (0 to 5 attempts and 8 to 15 attempts) returns no results, even though the DNC filter on the same list works correctly. Tyler had been consulted in a previous call but had not followed up. Sharad will test the filters directly on the user's account and follow up (00:47:24).

​Q: Can I filter list stacking records by number of call attempts in REsimpli 6.0? A: The filter exists but is not returning results for some users. A ticket is open. Sharad is investigating on affected accounts.

A new user asked whether A2P registration is needed before he can use the system. Sharad clarified that A2P is required only for outbound text messages. Calling, receiving inbound calls, and receiving inbound texts all work without registration. Outbound calls go from a REsimpli-assigned number, not the user's personal cell.
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Call forwarding to a personal cell is configured through the call flow. Sharad walked the user through a live test call to confirm forwarding was working (00:52:02).

Path: Settings > Call Flows > [select number] > Forward to Cell Phone

​Q: Do I need A2P registration before I can make calls in REsimpli? A: No. A2P is only for outbound text messages. You can make and receive calls immediately.

​Q: Will calls from REsimpli show my personal phone number? A: No. Outbound calls display the REsimpli number assigned to you. You can set up call forwarding so inbound calls to that number ring your personal cell.

A user sending thousands of texts per campaign asked about improving deliverability. Sharad recommended the A2P tier upgrade, which is a one-time fee of approximately $45 to $50 (prorated). The upgrade unlocks higher daily SMS volume through Twilio. Without it, users on the lower tier may see deliverability drop at high volumes. Contact Jewel on the REsimpli team to request the upgrade. Recommended for anyone sending more than 5,000 to 7,000 texts per day (01:10:51).

​Q: How do I increase my daily SMS sending limit in REsimpli? A: Contact Jewel on the REsimpli team to request an A2P tier upgrade. It costs approximately $45 to $50 one-time and unlocks higher daily volume through Twilio.

​Q: When should I upgrade my A2P tier? A: If you are sending more than 5,000 to 7,000 texts on any given day. Below that volume, the standard tier is sufficient.

A user reported that out of 17,000 delivered emails, only 250 to 800 were opened. Sharad explained that email open rates reported by SendGrid may not be accurate because email providers run bots that scan incoming emails for viruses and spam.
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These bots can trigger open and click tracking, inflating the numbers in both directions. This is an industry-wide issue, not specific to REsimpli. For dispo outreach to buyers, Sharad recommended texting a link to the dispo website and tracking website visits instead of relying on email open rates (01:13:03).

​Q: Are email open rates accurate in REsimpli? A: Not necessarily. Open rates come from SendGrid, which relies on email providers' tracking. Bot scanning by providers can inflate both opens and clicks. This is industry-wide.

​Q: What is the best way to track buyer engagement on dispo emails? A: Text your buyers a link to the dispo website instead and track website visits. This gives a more accurate measure of actual engagement than email open rates.

A user asked whether unlimited texting and the triple-line dialer are included in all plans. Sharad clarified that the triple-line dialer is available on all plans, including legacy. The difference is that legacy plans include a set number of calling minutes and SMS credits; once depleted, users must purchase more. New plans (Solo, Team, Business) include unlimited calling and texting with no overage charges. Sharad recommended upgrading if average monthly overage spending exceeds $10 to $15, as the unlimited plan eliminates the need to monitor credits (01:16:58).

​Q: Is the triple-line dialer available on legacy REsimpli plans? A: Yes. The triple-line dialer is available on all plans. Legacy plans may require purchasing additional calling minutes once the included allotment runs out.
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Q: Should I upgrade from my legacy plan to the new unlimited plan? A: If you are spending more than $10 to $15 per month on overage calling minutes and SMS credits, upgrading to the new plan eliminates those charges and gives you unlimited calling and texting.