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Release 3.4: Smarter Automation, AI & Platform Enhancements

Release 3.4 adds in-app notifications for automations, redelivery management, AI vendor reassignment, German e-invoicing (XRechnung & ZUGFeRD), Arabic locale support, and Voice AI live-agent fallback.

pelcro-team6 min read

Release 3.4 (Tech Release 1.28)

🟢 Platform: In-App Notifications for Automations

Automations can now trigger in-app notifications — banners, toasts, or inline cards — for customers matching an event-based segment, across any Pelcro UI surface.

✅ What's New:
  • Your website will render notifications automatically with brand-aware styling
  • Compose notification content — title, rich-text body, and an optional CTA — directly from the automation builder
  • Notifications are scoped to authenticated customers only, and expire (default 30 days) if not seen within the configured window

🎯 Impact:

You can engage customers in the moment with in-app messaging, without requiring to migrate to a specific UI to support it.

Automation builder's In-App Notification composer with title, rich-text body, and CTA fields, alongside a live preview of the "50% coupon available" card shown on the customer's site


🟢 Platform: Redelivery Management

Fulfillment teams can now track and manage redeliveries for missed, failed, or damaged shipments directly within the standard fulfillment workflow.

✅ What's New:
  • Mark a shipment as requiring redelivery, with a status of Redelivery Required, Redelivered, or Redelivery Cancelled
  • Filter fulfillment lists to show only subscriptions with a pending redelivery, or generate a dedicated redelivery fulfillment list
  • Original fulfillment records remain unchanged for historical accuracy; approving the replacement fulfillment updates the redelivery status automatically

🎯 Impact:

Operations teams can process and track replacement shipments without manual workarounds, reducing missed or duplicate redeliveries.

Request Redelivery dialog with quantity, reason, and notes fields, over the Fulfillments table showing an approved fulfillment with Return and Redeliver actions


🟢 Platform: Bulk Vendor Reassignment via AI Agent

The AI Agent can now reassign addresses between vendors in bulk using natural language, instead of requiring one-by-one manual updates.

✅ What's New:
  • Request bulk reassignments in plain language (e.g. "Move all addresses assigned to Vendor A to Vendor B")
  • The agent identifies the source vendor, destination vendor, and scope of affected addresses, and presents a summary for confirmation before applying changes

🎯 Impact:

Operations teams can update large numbers of vendor assignments in seconds instead of editing addresses individually.

Pelcro AI Agent panel confirming a bulk reassignment of 96 addresses from vendor 11 to vendor 184, with a reversible-action summary and a Reassign All Addresses button


🟢 Platform: Vendor Reassignment Tracking

Addresses reassigned between vendors now retain a record of where they came from, making it easy to restore them later.

✅ What's New:
  • Every individual or bulk vendor reassignment is now recorded
  • A new Previous vendor column shows which vendor an address was reassigned away from
  • A reassign action lets admins restore an address to its original vendor in one step

🎯 Impact:

Operations teams can confidently restore addresses to their previous vendor after a temporary reassignment, without relying on manual records.

Assignment History table showing a vendor reassignment from Natasha Smith to idris tarek, with a Previous Vendor column, a Revert badge, and View/Export actions


🟢 Platform: Email Center Branding & Legal Info

Automated emails can now reflect a publisher's brand and include required legal information.

✅ What's New:
  • Buttons in automated emails now use the account's configured brand color
  • Publishers can add a custom header and footer that renders on all automated emails
  • Configured legal name and address render below the custom footer

🎯 Impact:

Publishers get more consistent, on-brand emails while meeting legal disclosure requirements.

Email Center Header & Footer settings with custom header and footer rich-text fields and a footer logo, applied to every automated email template


🟢 Platform: Separate Confirmation Email for Donations

Subscriptions created on a donation plan now trigger donation-appropriate messaging instead of the standard subscription confirmation email.

✅ What's New:
  • A dedicated donation confirmation email is sent when a subscription is created on a plan marked as a donation
  • Toggle available in the Email Center to enable the donation confirmation email

🎯 Impact:

Donors receive messaging appropriate to their gift, rather than standard subscription confirmation language.

Email Center list showing the Donation Confirmation (donation_created) email with a Preview button and enable toggle, sent instead of the standard subscription confirmation


🟢 Platform: Search in Membership Members View

Finding a specific member within a large membership subscription no longer requires scrolling through the full list.

✅ What's New:
  • Search the Members view by name or email address
  • Search is case-insensitive and supports partial matches
  • Member name now displays directly in the members table

🎯 Impact:

Membership Sales teams can find and manage the correct member quickly, even on subscriptions with many members.

Subscription Members view with a search box filtering members by name, showing a matched member row with name, email, shipping address, and Active status


🟢 Platform: Automatic Shipping Address for New Memberships

Memberships added to a subscription now automatically inherit the customer's default shipping address.

✅ What's New:
  • When a customer is added as an active member, their default shipping address is assigned to the membership automatically

🎯 Impact:

Print memberships are ready for fulfillment as soon as a member is added, eliminating manual address updates and reducing fulfillment failures.


🟢 Platform: Arabic Locale Support

Pelcro now supports Arabic as a platform language across products, paywalls, and the JS SDK.

✅ What's New:
  • Product names, descriptions, and paywall text render in Arabic on sites with <html lang="ar"> configured
  • SDK-triggered error and status messages (e.g. failed charge, invalid input) now return Arabic strings instead of falling back to English

🎯 Impact:

Clients can serve Arabic-speaking subscribers natively, without English fallback text breaking the experience.


🟢 Platform: German E-Invoicing Support (XRechnung & ZUGFeRD)

Pelcro now generates invoices in Germany's required electronic formats, letting customers meet local e-invoicing mandates without external tools.

✅ What's New:
  • ZUGFeRD invoices generated by default — a standard PDF with the required XML data embedded, satisfying e-invoicing rules while remaining human-readable
  • XRechnung standalone XML available as a separate download for recipients and public-sector portals that require pure XML
  • Support for the Leitweg-ID (Routing ID) on XRechnung invoices where required
  • Generated XML validated against the EN16931/XRechnung specification before delivery

🎯 Impact:

Publishers issuing invoices to German customers can now comply with local electronic invoicing requirements directly within Pelcro, removing the need to recreate invoices in third-party tools.

German e-invoicing (XRechnung & ZUGFeRD) settings with enable toggles and a Seller identity form for legal name, VAT identifier, tax number, and electronic address


🟢 Platform: AI Voice Agent — Live Agent Fallback & Configurable Messaging

The AI Voice Agent (beta) can now hand off calls to a live support team and lets clients customize the verification messaging callers hear.

✅ What's New:
  • New Live Agent Fallback section in AI Customer Support settings, letting clients enable/disable transfer and enter a routing phone number
  • Transfers trigger when a caller asks for a live agent, when the AI can't resolve the request after repeated attempts, or when the requested action isn't supported
  • The AI agent announces the handoff before transferring, and gives a clear fallback message if the transfer fails
  • Entered phone numbers are validated before saving, and transfer attempts/outcomes are recorded in call logs
  • Verification and validation messages used during identity checks are now configurable per client rather than hardcoded

🎯 Impact:

Clients can ensure callers always have a path to a human when the AI can't help, and can tailor the verification experience to their own brand voice.

AI Voice Agent Live Agent Transfer settings with an enable toggle, support phone number, and fallback message, above configurable Voice messages fields


🟢 Open API: Payment Method & Password Reset Endpoints via MCP

The Pelcro OpenAPI MCP tools now expose customer payment method and password reset actions, extending what AI agents and integrations can automate.

✅ What's New:
  • Create and update customer payment methods via the OpenAPI MCP tools
  • Initiate customer password reset requests via the OpenAPI MCP tools
  • OpenAPI specification and MCP documentation updated to cover the new endpoints

🎯 Impact:

AI agents and integrations — including the AI Voice Agent — can now handle more customer support actions, such as updating a card on file or resetting a password, without manual intervention.


🟢 Platform: Export Failed Imports

Admins can now export failed records from AI agent customer imports directly from the imports table.

✅ What's New:
  • New export button on the failed imports table, generating the export inline for immediate download

🎯 Impact:

Admins can quickly retrieve and review failed import records without waiting on a background job.


🟢 Platform: Faster API Key & Application Management

Managing API keys and connected applications in Settings → Developers is now faster, with in-page creation and real-time updates.

✅ What's Improved:
  • Creating an API key or application now happens in a modal — no more separate pages or full reloads
  • Revoking, deleting, and reactivating keys or applications updates the table instantly
  • A new Connected Applications table lists AI connectors and integrations authorized via OAuth, along with their status and last-used date

🎯 Impact:

Admins can manage developer credentials and integrations more efficiently, with immediate visibility into what's connected to their account.

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