CMA 25Q4 is now available, bringing a major set of improvements focused on helping teams work faster, communicate more effectively, and operate with stronger reliability and security. This release introduces new AI-assisted capabilities, expands automation and integrations, and includes numerous usability upgrades across the CMA.
A Smarter CMA: AI That Reduces Manual Work
This release adds two new capabilities designed to save time and improve consistency:
Smart Documents (AI-generated content in Document Templates)
Teams can now insert AI-generated content directly into Document Templates. This enables faster creation of polished, client-ready communications—especially for content that benefits from contextual details and a consistent tone.
Smart Notes (automatic note generation from call transcriptions)
CMA can now generate notes automatically from Call Log transcriptions, reducing the need for manual summarization and helping ensure client records are accurate and complete. Smart Notes can also be configured to support more tailored internal workflows when specific conditions are met.
Stronger Automation and Integration Options
CMA makes it easier to connect workflows across systems and reduce repetitive work.
Retell AI Webhook Integration
Organizations using Retell AI can now bring those calls directly into CMA. This includes creating call logs, importing transcriptions, and automatically generating tasks for follow-up—improving continuity from first contact through resolution.
Task Webhooks
CMA can now send outbound webhooks when tasks are created or completed. This enables integrations with external tools and processes—such as downstream notifications, record updates, or workflow triggers—while providing audit visibility and detailed logging for administrators.
Five9 Call Log Import Support
For teams using Five9, CMA now supports importing call records to improve historical visibility and reduce data gaps across systems.
Better Communication Controls for Clients
Client Messaging Preferences
CMA now supports messaging categories (such as Compliance and Marketing) and lets clients control which categories they receive through each channel (Email and SMS). Compliance communications remain consistently deliverable, while organizations gain clearer controls for non-compliance communications and subscription preferences.
A More Flexible, User-Friendly Interface
Tab Reordering (including user-specific tab order support)
Users can now reorder tabs to match how they work—making it easier to move between commonly used areas of the system. This is especially useful for teams with different roles and responsibilities.
Task Priorities
Tasks can now be labeled with priority levels (low, normal, high), helping teams triage effectively and focus attention where it matters most.
Improved Document and Chart Rendering
CMA expands support for charts inside Document Templates, with improvements that make rendered output sharper and more consistent—particularly for PDF and email delivery use cases. This helps organizations produce cleaner, more professional client-facing documents without manual formatting work.
Reliability, Performance, and Security Enhancements
While many changes in this release are behind the scenes, they matter operationally:
- Stronger security hardening across the application, especially around forms, messaging, and administrative workflows
- Modernized platform and dependency updates to keep CMA current and supportable
- Improved operational tooling for system administrators, including better visibility into scheduled jobs
- Continued investment in automated testing and maintainability for long-term stability
Additional Highlights
CMA also includes improvements in specialized areas such as:
- Cass Bank check return file support and processing enhancements
- Expanded support for Hospital Indemnity fields
- Updates to reporting and data consistency across several workflows
Closing
CMA is a meaningful step forward: less manual effort through AI, more integration options through webhooks and call platform support, better client communication controls, and ongoing reliability and security improvements.
We look forward to the continued improvement of the system and providing you with the tools to help as many customers as possible.