Major Highlights
This release rebuilds custom entities around React and a new assistant, adds an insurance calculation trigger, merges pension and life insurance into one recommendation per person with death and disability strategies, lets a live page serve a customer’s uploaded files, and gives Wizflow a single sidebar navigation with a clearer analytics view.Custom Entities in React, with a New Assistant
Custom Entities
Custom entities are now written as React components by default. Wizflow compiles the code and wraps it as a web component, sharing React with the chat page so each entity stays small. Imports are limited to an allowlist of react, react-dom, nanoid and chart.js.The assistant in the editor now works like the live page assistant: it writes and edits code in place, compiles and fixes its own errors, sets the entity’s name and fields, seeds the preview, screenshots its result to check it, and asks you when it needs a decision. Paste a reference image and it will match it.
- Nothing breaks — entities built before this release keep working and can still be uploaded
- Upgrade on request — the assistant offers to convert an older entity to React before editing it
- Response fields — defined with the same field editor used elsewhere in the flow builder
Insurance Calculation Trigger
Insurance Calculation
A new trigger runs Dreamplan’s insurance check on the customer’s saved household and returns their current protection next to a recommended level, for death and disability, with critical illness and accident payouts where present.
- No per-run inputs — everything comes from the stored household data
- Steerable — optional targets for death coverage years, disability coverage ratio and the policy product to price against
- Baseline and recommendation — both sets of figures, plus the monthly cost of each
- Clear failure — a status and message when household data is missing, so a flow can branch on it
One Life & Pension Recommendation per Person
Financial Plan Model
The separate pension and life insurance recommendations are now one Life & Pension Recommendation per person, primary and spouse, each holding a retirement, death and disability strategy and a single policy configuration. Death and disability strategies can goal-seek on a coverage ratio or a disposable income target, or use a specified configuration, and both are now mappable fields in the data model editor. The stored recommendation keeps the death and disability scenarios and each policy product’s risk coverages, so a later flow reads back the same figures.Flows that mapped onto the old recommendation sections need their mappings re-pointed to the new section names.
Uploaded Files on Live Pages
Files, Dates & Locations
Files a customer uploads in a chatflow can be listed on a live page for viewing or download. Each file is served from the Wizflow app, and only the logged-in customer who uploaded it can fetch it.
Improvements
Wizflow App
- One navigation — the top bar is gone; every screen uses the same left sidebar
- Analytics — switch between flows without going back to the list, a redesigned per-question view that also works on mobile, and completion shown as a percentage on a red-to-green scale instead of a Poor/Good/Great label
- Unanswered questions counted — analytics now include questions a customer saw but did not answer, which the old numbers left out
Bug Fixes
- Chatflow extensions — extensions now run on production chats, not only in test environments
- Users dashboard — when the dashboard cannot load because you are signed out, it now shows a sign-in link that returns you to the same view instead of a dead-end message
Questions about this release? Contact our support team at support@wizflow.io.