Candidate Coach: Google Calendar Integration
Google Calendar integration is now available for Candidate Coach, giving franchise development teams using Google Workspace the ability to automate candidate appointment scheduling through SMS.
Candidate Coach uses real-time Google Calendar availability to offer meeting times, book appointments, send calendar invites, and block the lead owner’s calendar once a meeting is scheduled.
What's New
- Google Calendar Connection: Lead owners can connect their Google Calendar through a one-time setup process.
- SMS-Based Appointment Scheduling: Candidate Coach can schedule meetings directly with candidates through SMS conversations.
- Calendar Invite Creation: Once a meeting is booked, a calendar invite is sent and the lead owner’s calendar is blocked for that time.
- Real-Time Availability Sync: Candidate Coach uses connected calendar availability to present accurate meeting options and help avoid scheduling conflicts.
- Google and Outlook Support: Automated scheduling is now supported for teams using either Google Calendar or Outlook.
Get Started
- Contact your Customer Success Manager to enable and configure the integration.
- Once enabled, lead owners can connect their Google Calendar and begin scheduling candidate meetings through Candidate Coach.
Candidate Coach: Scheduling and Meeting Configuration Enhancements
Candidate Coach now includes additional scheduling and meeting configuration options, giving franchise development teams more flexibility in how candidate meetings are presented, booked, and managed.
These updates help teams align Candidate Coach scheduling with their sales process, preferred lead owner titles, meeting formats, and follow-up workflows.
What's New
- Custom Lead Owner Title Support: Candidate-facing messages can now reflect the title your organization uses for franchise development contacts. For example, if lead owners are referred to as “Director of Franchise Development” instead of “Sales Manager,” Candidate Coach can display that title in candidate communications.
- 15-Minute Meeting Support: Users can now schedule shorter 15-minute meetings for quick qualification calls, follow-ups, or introductory candidate conversations.
- Offline Meeting Support: Meetings can be scheduled without requiring a Microsoft Teams link, supporting phone calls, in-person meetings, and other offline meeting formats.
- Configurable Meeting Descriptions: Meeting descriptions can be configured so candidates receive consistent appointment details when meetings are booked.
- Automated Lead Status Updates: Lead status can automatically update once a meeting is successfully booked, helping keep candidate records and pipeline reporting current.
Get Started
- Contact your Customer Success Manager to review Candidate Coach configuration settings for meeting duration, meeting type, meeting descriptions, title display, and lead status automation.
Agreements Assist: OCR Support for Scanned Agreements
Agreements Assist now supports scanned agreements, expanding document compatibility for customers working with image-based PDFs.
Users can upload scanned franchise or lease agreements and receive AI-powered extraction and analysis without first converting the document into a native-text PDF. This helps legal and operations teams reduce manual agreement data entry in Info Manager and use extracted agreement data for reporting and agreement-related questions.
What's New
- Scanned Agreement Support: Users can upload scanned franchise and lease agreements in image-based PDF formats.
- OCR-Powered Text Extraction: Agreement text is automatically detected and extracted from scanned documents.
- AI-Powered Analysis for Scanned PDFs: Scanned agreements can receive the same AI-powered extraction experience available for native-text PDFs.
- Reduced Manual Data Entry: Teams can reduce the effort required to manually enter agreement details into Info Manager.
- Better Reporting and Agreement Q&A: Extracted agreement data can support reporting and help users ask questions about agreement terms, clauses, dates, obligations, and other key details.
Get Started
- Navigate to Frannie>Agreements Assist.
- Upload a scanned franchise or lease agreement.
- Review the extracted agreement details and AI-generated analysis.
Platform: User Impersonation
Authorized Corporate and Field users can now securely emulate eligible users within their permitted hierarchy and assigned area.
This gives support teams a controlled way to review user experiences, troubleshoot access or workflow issues, and validate configurations. Access is governed by assigned permissions, role hierarchy, and area restrictions.
Key Updates:
- Permission-Based Emulation Access: Corporate users with Admin access can assign impersonation rights using the Manage Emulate User option.
- Role and Area-Based Access: Corporate, Divisional, Regional, and Franchise users can emulate eligible users based on hierarchy and assigned area.
- Defined Impersonation Rules: Corporate users can emulate all users; Divisional users can emulate Regional and Franchise users within the same area; Regional users can emulate Franchise users within the same area; Franchise users can emulate Employees within the same area.
- Audit and Tracking: All emulation sessions are logged under Admin > Access Control > Login Logs. Emulator details are visible through the Comment Name field.
- Optional Email Notifications: Email notifications for impersonation activity can be configured at both the system level and user level.
Get Started:
- Corporate users with Admin access can assign impersonation rights through Manage Emulate User.
- Once enabled, authorized users can emulate eligible users based on the configured hierarchy and area restrictions.
Hub: Configurable Side Navigation for Desktop
Hub desktop navigation can now be configured to make important Hub applications and sub-modules easier to access.
This update gives desktop users better visibility into frequently used Hub areas while keeping the mobile experience unchanged.
What's New
- Side Navigation for Hub Sub-Modules: Hub sub-modules can now appear in a left-side navigation menu on desktop.
- Top + Side Navigation Mode: Customers can keep the existing top navigation while adding side navigation for easier access to Hub sub-modules.
- Side Navigation Only Mode: Customers can move Hub sub-modules fully to the left-side navigation on desktop. In this mode, Hub entries are removed from the top navigation.
- No Change to Mobile Navigation: Mobile navigation remains unchanged.
- Current Experience Remains Available: If side navigation is not enabled, Hub continues to work as it does today using top navigation and the Apps Launcher.
- Flexible Adoption: Customers can adopt side navigation alongside the existing top navigation or move fully to a side-navigation-only model based on their team’s needs.
Get Started
- Hub side navigation requires backend configuration.
- Contact Helpdesk to enable either Top + Side Navigation or Side Navigation Only for desktop.