v0.21.3October 9, 2026

New Features

Lead routing: the rule editor now catches "not A OR not B" Exclude rules. When two negative conditions on the same field are joined with OR, the editor explains with an example that the rule matches everything, blocks saving and switching it on, and rewrites it in one click to exclude only what is none of them.

Improvements

Lead routing: each source now states what happens to submissions that match no rule, impact examples say which condition excluded them, and Lead Routing texts are English only.

Bug Fixes

After an outage ends, the red/amber "Application Issue" banner at the top clears on its own within about 10 minutes and no longer comes back falsely a few minutes later.
The internal health check no longer reports a false outage on accounts with very many leads.

v0.21.2October 9, 2026

New Features

Lead routing: an Exclude rule now shows its impact before it goes live. Under the conditions, the editor shows how many of the source's latest real leads the rule would have excluded, with examples; a rule that would stop most real leads needs an explicit confirmation to save or to switch on.

Improvements

Exclude rules now count their exclusions in MATCHED, and Test rules fills the real email subject and body and reports the rule that would really win.

v0.21.1October 8, 2026

New Features

Returning leads are now visible: a Repeat lead badge, the new form submission in the activity log, and the full Previous journey with every stage and comment in time order.
Routing rules can match returning leads, and rule previews read as full sentences.
The Clients page account manager filter lets you tick several teams at once and see the clients of all of them.

Improvements

Long form questions and values no longer run into each other in Lead Notes.
Cosmos understands Romanian greetings.
When a role hides client money or billing, those values no longer appear anywhere for that role: dashboard revenue, billing schedules, invoice reminders, invoices, documents and Cosmos answers.
The AI knowledge store can no longer be read or written directly from a browser.

Bug Fixes

Email leads from website forms built as tables (for example Sky Garden) now show one "Label: value" line per field in Lead Notes instead of one long paragraph.
Lead Notes keep the traffic-source details from the email again (source, medium, campaign, click IDs, pages); only empty fields are left out, so you can check routing rules against them.
Website form emails with no email or phone (for example a Black Friday participation form) now create one lead per submission, named after the company, instead of piling every submission onto one lead.
Forwarded emails that match none of your routing rules no longer become leads; you find them under Lead Routing, Excluded ("No rule matched"), so nothing is lost.
Task search (tasks page, Ctrl+K and Cosmos) now finds tasks by words in their notes and comments, and Cosmos lead search matches company names and phone numbers written with spaces.
Cosmos chat no longer shows "Failed to get response" or blank replies on long answers; replies stay after the panel reloads, saved-item counts are exact and switching chats no longer mixes up messages.
Exporting clients while a team filter is on now exports exactly the clients shown.
Changing two filters on the Clients page quickly no longer drops the first one; the controls show your choice immediately.
Task comments that fail to send stay in the thread marked "Not sent / Netrimis" with Retry and Delete, and survive a reload.
Task and lead notes save reliably: failed saves retry, colleagues' notes no longer overwrite yours, and edited comments show the new text to everyone.
Unsent comment drafts are private per user on a shared browser, and notes on tasks opened from a client's Tasks tab are editable again.
Editing a custom field directly in the Clients list no longer erases custom fields hidden from your role.
Filtering clients by a custom field with "equals" or "contains" now works; unsupported operators are no longer offered.

v0.21.0October 7, 2026

New Features

Team members can now belong to several teams, with one primary team, and team-scoped access to clients, tasks and leads covers all of a member's teams.
Lead Routing: new Exclude lead rules keep unwanted submissions (for example job applications) out of the CRM, and a new Excluded view shows every excluded submission with when, who, which rule and why.
Romanian companies are now billed in lei at the BNR rate, invoices show Romanian service names and prices, and e-Factura documents are held for 3 working days before they are sent to ANAF.
Leads converted to clients keep their full conversation history in Chat.
New client identity setting: choose whether your clients are people, companies or websites.

Improvements

Lead Routing rules now read form answers from website forms (WordPress Fluent Forms, Gravity Forms, WPForms) sent as email tables, and the lead page shows the questions and answers.
The lead reminder keeps your draft (title, date, time and status) for each lead when you close it or switch leads, and arrow keys no longer jump between leads while it is open.
The Convert dialog has a clearer layout, and client search now matches websites too.
Custom permission restrictions now replace the role's value, and reserved role names can no longer be reused.

Bug Fixes

Reordering lead pipeline stages no longer fails with an error.
After a CRM update, tasks typed in the calendar quick-add box or a Kanban column's 'New task' box are no longer lost: after the refresh the Quick Add window reopens with the task filled in.
Permissions now apply immediately after a member's role changes, and members stay manageable after a role change.
Excluded emails are no longer re-sent over and over by the Gmail forwarding script.

v0.20.4October 5, 2026

New Features

See where your leads come from: Google Ads, Meta, TikTok and website forms are identified from click IDs and UTM tags. A new Acquisition channel card in Insights shows the breakdown, leads show a channel badge, and older leads are filled in where the data allows.
The lead modal has a new collapsed Traffic source row with the campaign, source, medium, click IDs and landing page.
Kanban cards returning from the archive show one clear 'back' indicator, with the arrival time on the card and the first-arrival date on hover.
Flow edits, including changes made by Cosmos AI, stay as drafts until you publish them.
Changing alert thresholds now requires the "configure" permission.

Improvements

Stored documents, PDF offers, meeting recordings and WhatsApp media can now only be opened by the company that uploaded them.

Bug Fixes

The WhatsApp AI bot no longer sends duplicate replies to the same lead.
Handing a conversation to a colleague now sends an immediate alert and assigns the lead to them.
Automatic business replies and away messages are no longer answered by the bot.
PDF documents now arrive after the bot's reply message, never on their own.
The bot can answer photos that leads send on WhatsApp again.
Leads are no longer told "we can't send this PDF" when offer sending is turned off.
A flow handoff set to "notify only" no longer tells the lead that a colleague is taking over.
Email forwarding now honors 'Ignore lead' rules, so spam and phishing no longer become leads.
Leads page KPI cards now count what they say: the conversion rate reflects leads that reached a win stage or became a client in the period.
Insights Ad Performance now counts website-tracked leads from Meta and TikTok through their UTM tags, the UTM-attributed leads card no longer double counts, and form imports no longer pick up source labels from empty fields.
Leads from forwarded form emails now keep the person's whole message in Lead Notes (it used to be cut off mid-word), without the tracking dump, and Lead Routing rules on the email body see the whole email. Gmail backfill now saves notes; the Outlook flow and Gmail script send the full email (re-import needed).

v0.20.3September 25, 2026

Bug Fixes

Disconnecting WhatsApp now stays disconnected. The CRM no longer re-labels it as "connection expired" or shows the red alert banner afterwards.

v0.20.2September 25, 2026

New Features

Admins can switch which WhatsApp number the bot sends from ("Use this number" in WhatsApp settings).

Improvements

If Meta refuses to register your number or deliver messages after connecting, the CRM now shows a clear alert instead of pretending everything is connected.

Bug Fixes

The red WhatsApp alert banner is now shown only to admins who can fix it, and once dismissed it stays dismissed on every page.
Reconnecting WhatsApp now picks your real business number instead of Meta's +1 555 test number.
The banner button now reads "Reconnect WhatsApp" and opens the reconnect flow in the same tab.

v0.20.1September 15, 2026

Improvements

The campaign picker in routing rules has a Refresh button that pulls the current list from TikTok or Meta on the spot, instead of waiting for the overnight update.
Campaigns that have not delivered a lead yet are now marked as such in the picker, so a quiet campaign is no longer mistaken for a broken connection.

Bug Fixes

Routing rules now list every campaign from your connected TikTok and Meta ad accounts, including ones launched moments ago. Before, a campaign only appeared after it had already delivered a lead, so a campaign your media buyer had just published was impossible to pick.
A routing rule on a campaign, ad, ad set or form now refuses a name typed in place of the ID, and tells you where to copy the ID from. Before, typing the campaign name saved a rule that looked correct in the list but could never match a single lead, and nothing warned you.
Campaign names in the rule picker are no longer cut off mid-name. Long names wrap onto a second line with the ID underneath, so campaigns that begin with the same words can finally be told apart.
TikTok Ads no longer reports a blanket failure when only ad spend reporting has stopped. The warning now names what actually stopped, confirms your leads are still arriving normally, and links straight to the reconnect screen.
WhatsApp now warns you when the connected number is one of Meta test numbers, which can only message a handful of pre-approved contacts. Before, everything looked healthy while not a single customer could be reached.
If someone writes to a second number on your WhatsApp account, the message is now saved and your team is notified. Before, it was discarded without a trace.
WhatsApp also flags a number whose verification has expired, so you know which line still needs confirming before it can be used.
When the assistant cannot answer at all, the apology it sends a customer is now matched by an actual alert to your team. Before, the customer was told a colleague would follow up and nobody was ever told.
A lead from a TikTok advertiser that is not connected in the CRM is now kept and can be replayed once you connect it. Before, it was accepted and silently dropped.
A slow reply from the assistant no longer burns the whole turn: it moves on to the next option instead of leaving the customer with silence.

v0.20.0August 29, 2026

New Features

You can now log a call or an email directly on a lead or a client. It records the direction, the outcome (connected, no answer, voicemail, wrong number, callback requested), how long it lasted, and your notes. It appears immediately in that record's activity trail.
Weekly targets per KPI card, set in Edit Layout on a department. Each card then shows a progress bar against its target. Targets can be set for a person, a department, or the whole organisation — the most specific one wins.
Click a teammate to open their profile and see what they did today — their own numbers and their activity for the day.
Meetings now carry a scheduled time and an outcome, so no-shows can be counted. Meetings recorded before this change are left blank rather than being guessed at.
New "Already done" action next to Create task and Dismiss, for work that was finished before anyone reviewed the meeting. It records who marked it and when, without inventing a task for work nobody still has to do.
A meeting can be re-analysed on demand from its own dialog, so an older meeting can pick up the new context and speaker handling. Anything you already accepted, dismissed or marked done is kept.
A checklist being completed can now trigger an automation rule, so finishing a client's checklist can move the lead on by itself. It is off unless a rule opts into it.

Improvements

On a phone each lead in the List is a compact two-line card — name and status on top, phone number, source and age underneath — so nothing needs sideways scrolling.
Every stage section shows its true total and loads the first 30 leads with a "Show all" button, so a section never looks complete when it is not.
Company and Website are hidden by default in the List. Either can be switched back on from the columns button, per person.
A stage you have hidden on the board still appears in the List, marked as hidden there, so a lead is never findable in one view and missing from the other.
Every item under Next Steps has a "See it in the transcript" link that jumps to the exact line it came from, with the timestamp. This works on meetings recorded before this change too.
Once you create a task from a meeting item, the item now links to that task. Before, it just said "Task created" and left you to go find it.
An owner the AI names who does not match anyone in the CRM is now marked "not in CRM" on the card — that is exactly the case where the task would be created with nobody assigned.
Logging a call counts as human contact, so response time and response rate finally see phone work instead of only counting WhatsApp.
Every KPI card now states the window it covers ("This week", "Right now") underneath the number.

Bug Fixes

The leads List view now groups leads by stage, one section per stage from top to bottom, and hides any stage that has nothing in it. Before, the list was one flat pile and the board put matches in columns you had to scroll sideways to reach, past empty ones.
Search in the List view no longer loses your place after every letter. You can type a full name, or delete it, without clicking back into the box each time.
Moving a lead to another stage from the List now shows up straight away on the board as well, and the other way round. Before, a lead moved in one view could still sit in its old stage in the other, or disappear from the list a moment later.
A meeting no longer shows a name for a speaker unless that name was actually said in the recording or already exists in the CRM. Before, the AI could put a name on a voice that nobody in the call ever mentioned, and there was no way to see where it came from.
When the AI has a name guess it cannot back up, it now says so instead of applying it: the guess appears with the reason it was made, and you confirm it or reject it in one click. A rejected guess stays rejected the next time the meeting is analysed.
A guessed name is trimmed to the part actually spoken. If the recording only ever says "Ion", the speaker is "Ion" — no surname the AI added on its own.
If someone renames a speaker while a meeting is still being analysed, the rename now survives. Before, the analysis finished and quietly put its own name back.
Tasks created from a meeting now explain themselves: what the request was about, the exact words that created it, the part of the conversation around them, and a link straight back to that moment in the recording. Before, a task said only who owed it and roughly when it was promised.
"This week" now means the same Monday-to-Sunday window everywhere on the Team page, in Romanian time. Before, three parts of the same screen each used a different week, and any work done before 3am on a Monday morning fell into the previous week.
The "Call / Email Volume" card was counting WhatsApp messages, because nothing in the CRM ever recorded a phone call. It now counts calls and emails that people actually log.
Department cards were showing whole-organisation numbers under a heading that said "Department". Each card now shows the department's own number, and says so when a figure can only be given for the whole organisation.
Cards whose number had no source used to show 0 or a dash, which reads as "a quiet week". They now say why the number is not available.
Revenue and Active Hours were reading one day off — they took their day boundary from UTC rather than Romanian time, so "today" showed yesterday's figures and a Monday-to-Sunday week was really Sunday-to-Saturday.
Weekly targets could not be saved at all — every attempt failed silently. They save now.
Task Completion could read above 100%, and the conversion figure covered no fixed period, so it could not be compared with anything.
A number the browser could not read — pasting `12,5` with a comma, for instance — was silently discarded instead of being flagged, both when logging a call's duration and when setting a target. On a target, an unreadable value would have removed the target entirely.

v0.19.15August 29, 2026

New Features

Orders from an online shop can now arrive in the CRM as leads. Each lead source in Settings gains its own WooCommerce address and secret — paste them into the shop's webhook settings and every new order creates or updates a lead carrying the customer's name, email, phone, what they bought and what they paid. The source panel says when the last order arrived, so a shop that has gone quiet is visible without leaving the page.

Bug Fixes

The first column of the leads board can now be reordered. The stage sitting in first place was pinned there and could be neither dragged nor moved, so a board whose first column belonged to a finished campaign could never be rearranged — the exact change one agency needed and could not make. The same restriction is lifted on the task board.
Alerts about a stopped lead source no longer fade away the longer the problem lasts. They compared the last day against a recent average that already included the silence, so an intake that had been dead for two weeks looked normal and the alert closed itself. Each channel is now measured against the period before its own last delivery, a continuing problem stays one open alert instead of being closed and reopened every day, and a source silent past a long threshold is reported as stopped rather than quietly forgotten.
Reordering stages, and reordering or deleting departments, now name the organisation on every write instead of trusting the row identifier alone. A rejected write in the middle of a reorder used to look exactly like a successful one.

v0.19.14August 20, 2026

Improvements

Kanban columns sorted by date now order by when a lead last ARRIVED — first capture, resubmission, or return from the archive — instead of when it was first created, so a lead that comes back today no longer sits at the bottom of the column. Moving a card between columns still never changes the order.
In a lead's Form Q&A the newest submission now appears first, with the original kept below it.
The "Back from archive" marker on Kanban cards shrank from a full-width label to a compact mark with the day count, with the full wording on hover.
If a newly converted client still cannot be shown to you, the app now returns you to the Clients list and says so, instead of opening a dead page.

Bug Fixes

A routing rule's target stage is now applied when an archived lead resubmits. Before, the rule's tags and assignee landed but its stage was silently skipped, so a lead the rule meant for another column stayed where it was and that column stayed empty. Leads that were never archived are deliberately left where they are, so a lead you are already working is never pulled backwards by a new form.
Converting a lead to a client no longer sends you to a "page not found" with the record missing from both lists. The new client is now filed under a team the moment it is created — the team you pick in the conversion form, or your own — so it appears in Clients straight away. Before, it was created with no team at all, which made it invisible to anyone who only sees their team's clients, and the app's attempt to fix that afterwards was blocked by the same rule that hid it. Every client stranded that way has been filed under its account manager's team.
The same gap is closed on the paths that shared it: CSV and bulk client imports, recurring tasks and their generated occurrences, and the follow-up task raised when someone accepts or rejects an offer — all of these used to create records that the person responsible for them could not see.

v0.19.13August 19, 2026

New Features

Correction requests now ask the member when they actually stopped working. Reviewers see "Member says: stopped at 16:00 (−2h)" and can apply the member's claim in one click, or resolve the request after fixing the day by hand. Clock-out reminders now state the exact rule that triggered them and the deadline to respond.
The timesheet now meets Romanian labour-law requirements (Codul Muncii art. 119). CSV, PDF and Excel exports carry the employer header — company name, CUI, month, and who generated the file — a Break column, a daily start/end section, and signature lines on the PDF. The on-screen grid gains a Times view with trust marks and a legend explaining them.
The phone Kanban gains an "All stages" view — tap the selected stage to deselect it, searching automatically widens to every stage, and bulk actions work across the whole board.

Improvements

Attendance rules are rewritten in plain language and grouped by what they govern — when the day ends, review flags, payroll export. The grace period gains a "None" option, late-arrival tolerance is now its own setting instead of silently reusing the grace period, and "pontaj" now reads "timesheet" throughout.

Bug Fixes

The sidebar clock timer no longer keeps running after you clocked out somewhere else. It now re-checks itself every couple of minutes, when you return to the tab, and instantly when you clock out from another tab.
The Team page no longer goes blank when a permissions check fails in a long-open tab — it now offers "Try again" and "Reload". Attendance tabs show a reload card instead of an empty screen when an update replaced the app underneath you.
A lead's Source now reflects the ad platform it actually came from — Meta Ads, TikTok Ads or Web Form — based on its campaign tracking data, instead of the channel that happened to deliver it. Existing leads were corrected, each with a timeline entry explaining the change.
Assigning teammates to a lead no longer overwrites a colleague's simultaneous change. Concurrent assignments now merge, everyone sees the update in real time, a stuck assignment times out cleanly instead of hanging forever, and every change leaves a full activity trail.

v0.19.12August 15, 2026

New Features

Tasks can now be linked to a lead. The Quick Add dialog has a picker to attach the task to a lead or client, and a "+ Task" button on the lead page creates a task already linked to that lead. When a lead tells the AI assistant when they want to be contacted, the assistant now schedules a follow-up task for that date, assigns it to the lead's owner, and notes why that date was chosen. A new optional setting lets the assistant ask leads for their preferred contact time.
A lead's timeline now says when a routing rule changed after the lead arrived. A "Rule applied" entry whose rule has since been edited carries a notice — when it was edited, what changed, and that what follows is how the rule applied at the time, not how it reads now. Every rule's "…" menu gains "View history": each recorded change, who made it, when, and the rule's exact conditions and actions at that moment.
The Insights page can now break leads down by their campaign tracking parameters — campaign, source, medium, content and term — with leads, qualified, clients and share per value, filterable by traffic source, by channel and by text search. A custom date range picker for any range up to a year, interpreted in Romania time, joins the Last 7/30/90 days presets.

Bug Fixes

The Ad Performance panel no longer shows "No ad spend in this period" when the real problem is a dead platform connection. An expired Meta connection or a TikTok connection missing its reporting permission now shows an explicit warning with a reconnect link and the exact date spend data runs through, and connection health is now recorded on every nightly update so a silent failure can no longer hide for weeks.
When a WhatsApp welcome message fails to send, the notification and toast now say so — "Welcome message failed — Not delivered", with the reason — instead of claiming the message was sent.
The AI-contacted marker no longer appears on the lead detail page for organisations without an active Business AI Assistant module, and its tooltip now shows "Awaiting qualification" on every surface — lead detail and the leads list included, not only the Kanban board.
Controls that promised dragging that never existed have been corrected. The rule-reorder hint now points to the arrows that actually do the job, decorative drag grips were removed from the rule builder, the AI setup wizard, Client Properties and the Cosmos pipeline preview, and the Cosmos assistant no longer tells anyone to reorder tags by dragging — that control does not exist.
Building a checklist template no longer loses your work while you type. Clearing an option on a "Choice" step used to make every option on that step disappear at once, leaving a step that could not be saved and an error on every keystroke. Options now stay on screen while you type, and the step tells you in place what is still missing.
The template builder now says whether it has saved. A status next to the template name reads "All changes saved", "Saving…", or "Not saved — fix the step marked in red", and the step that is holding things up is outlined so you can find it.
The confirm button on the Apply Checklist window is readable again. Its label was rendered in a colour meant for a different background, which left it nearly invisible on the dark theme. The same problem was fixed on the Google Calendar connect button and the AI test panel.
Creating a task from a checklist step now asks who it is for and when it is due, instead of creating it silently with neither. The step then keeps a "Task" link that opens it, so the task can be found again and a second click no longer creates a duplicate.
Inactivity alerts now count only working days. A member last seen on Friday evening is no longer reported as gone for four days by Tuesday — weekends, public holidays and approved leave are days nobody was expected online, so none of them count towards the alert. Each alert states the working-day figure and the calendar span beside it, so the two can be compared. A gap made entirely of days off raises nothing at all, and an organisation that does work Saturdays still gets the full count.
The Daily attendance view now opens on the member you asked for. A link from a correction request or from the exceptions badge selects that person straight away instead of leaving you to find their row, and the selection stays in the address bar, so the page can be shared and survives a reload.
Attendance hours can now be corrected from the Daily view. The selected member panel gains an "Edit times" button that opens the correction window already filled in with the hours on record and the member's own note, so the day can be fixed where it is read instead of only from the monthly view or the timesheet.
The member panel on the Daily view now shows the note the member wrote about that day, with whether it is still awaiting review. It stays visible after the request is settled, so a corrected day still explains why it was changed.
The attendance table on the Daily view has moved above the day timeline, and the selected member panel now follows the page as you scroll. Picking someone from the table no longer means scrolling back to the top of the page to read the result.
Correcting a member's attendance hours now actually saves. The correction window reported a generic failure and left the day unchanged, on every screen that offered it — the month view, the timesheet and the new day view alike. Nobody could fix a wrong clock-out anywhere in the system.
After hours are corrected, the day view updates immediately instead of continuing to show the old times until a page reload.
A day whose hours were corrected by hand now says so. It previously kept reporting only "Auto-close applied", so a manual correction left no trace on the one screen that shows the day.

v0.19.11August 14, 2026

New Features

KPI values that hold money now carry their own currency selector. Each currency-type KPI on a client's "Fields & KPIs" tab can pick euro, pound, dollar, leu, or another supported currency, so different fields don't have to share the organisation's default. A new "Default currency" card in Settings sets what appears on client cards when a KPI or deal value carries no currency — euro is the default. The right symbol now appears next to every amount: 40 lei shows as "40 lei", not "40 EUR".

Bug Fixes

The "Copy" and "Shared email" markers on the clients list are no longer shaped like buttons. "Copy" is now plain text beside the client name, and "Shared email" is a small icon you can hover for the explanation. They used to be two bordered pills sitting one above the other on the same edge of the row, which read as a pair of stacked buttons and squeezed the company name until it was cut short. "Copy" keeps its word, so you can still tell at a glance which record is the duplicate.
The Deal Estimate card's "unreadable" count is now a link. Clicking it lists every client whose Deal Value we couldn't read — including clients who already have an invoice schedule set up — shows why for each (an unclear format like "40 + 50", or a currency the system does not convert), and links straight to the client so you can correct it. Before, you were told how many needed fixing but not which ones, and clients with an invoice set up were left off the list entirely.
The Deal Value currency picker now offers only the currencies the system actually converts (euro, US dollar, pound, leu, and a few others). It used to list yen, yuan and rupee, which have no exchange rate here, so a deal priced in one of those quietly dropped out of the Deal Estimate with no explanation. Amounts in the supported currencies already convert to your organisation's currency automatically at the daily rate.
Searching the leads board now works even when you put quotation marks around what you type. A search like "albert" "abe" used to return nothing at all, so a lead sitting right there in a column looked like it had vanished — most confusingly just after the app told you that lead already exists and you went to find it. Quotation marks around each word are now ignored, so the search finds the same leads whether or not you use them; an apostrophe inside a name is left untouched.
Ticking an alert as seen no longer reshuffles the list. Alerts raised in the same automatic check share a moment in time, and acknowledging one of them moved it — and the ones around it — somewhere else in the list, so the row you had just dealt with jumped ahead of rows you had not. The order is now fixed, and an alert you have acknowledged drops below the ones still waiting on you instead of holding its place among them.
An inactivity alert now says when it turns into a suggestion to remove the account: 30 days. Under that mark it asks for a check-in and names the 30-day point, so you can see what comes next; past it, it says to remove the member or reassign their work and stops escalating. Accounts already long past that mark are no longer marked critical, so they stop burying the absences you can still do something about.
An open alert now keeps its wording current. Long-running ones were frozen at the moment they first appeared, so one could still read "167 days" on day 168, and reworded alerts never reached the ones already sitting on your list.
The small red number beside a person's attendance status now says what it counts, and you can click it. It was a bare "1" with no label and nothing to open, so a column of them read as stray digits; it now reads "1 exception" and takes you to that member's day, where the hours it refers to are.
A clock-correction request now shows the hours it is about. Each one lists what the day currently records — start, end and total worked — marks the member's own note as theirs, and offers "Open the day" to go straight there and correct the times. Before, you were asked to Resolve or Dismiss with only a note in front of you, and that note is optional, so a request often carried nothing to judge it by.
Editing a KPI or custom number field on a client's "Fields & KPIs" tab now opens a clean numeric editor. The currency symbol or percentage sign sits outside the field where you cannot edit it by accident. Numbers save exactly as you type them, including decimals like 2.375. An invalid entry will not overwrite a value you have already saved — you see an error message instead. Pressing Escape cancels the edit, and a failed save now tells you so instead of failing silently.
On a phone, the Key Insights row at the top of Leads and Clients is now a single row you swipe sideways instead of a block four rows deep. Every insight is still there, but the first lead and the first client now appear on the first screen — before, both sat below the fold and you had to scroll past the insights to reach your own data. The more insights an organisation switched on, the worse this got.
The client page tabs — Offers, Meetings, Documents, Fields & KPIs, Tasks, Activity — now sit directly under the client's name and stay pinned to the top while you scroll, so you can switch tab at any point on the page. They used to sit near the bottom, reachable only after scrolling through everything above them, and they slid away again as soon as you carried on scrolling.
The calendar now opens on Day view on a phone instead of inheriting whichever view you last chose on your computer. Week view on a narrow screen shows three readable days you page through, rather than squeezing seven columns into the width of a phone, and the week's title is no longer cut short. The view buttons at the top of Tasks no longer run off the edge of the screen.
Lead cards on a phone now show a compact summary — name, stage, tags and the footer — with the rest one tap away on the card itself, so a column of thirty leads takes a fraction of the scrolling. Cards on a computer are unchanged.
The "Show archived" button has been removed from the clients list. Archived clients still appear in search with an "Archived" marker, and the archived view is still reachable from the page menu.
Converting a lead to a client is now a short sequence of steps with the confirm button always visible at the bottom, instead of one long form you had to scroll to the end of before you could find the button.
The stage bar on the leads board fits a phone screen properly and scrolls to the stage you are on. Its counts are now exact for organisations with more than a thousand leads — they were being worked out from a partial list and quietly came out short.
A task you send to Google Calendar now tells you the truth about what happened. The confirmation used to appear as soon as the app saw that syncing was switched on, before Google had accepted the event, so a failure left you with a success message and nothing in your calendar. Failures are now recorded, shown under Settings → Integrations, and retried. Two related faults were fixed at the same time: a slow or expired Google connection could leave syncing stuck part-way and silently stop syncing that account from then on, and an event you deleted in Google Calendar yourself could be put back by the next sync.
Every currency KPI and money field now shows its currency as a small chip — on the client's "Fields & KPIs" tab and in Settings → Client Fields & KPIs — so you can see whether a field uses its own currency or the organisation default. Clicking the chip opens that field's editor with the currency picker ready, and the settings list names each field's currency instead of just "Currency". The currency is set per field and applies to that field on every client.

v0.19.10August 13, 2026

New Features

The billing repeat list now has "Every N months…" — you type the number of months (2, 3, 4, 5, 6, 7 and up to 24), so a contract billed every two or every five months is no longer forced into Monthly or Quarterly. It is available both in the Next Invoice popover on the clients list and in the full Invoice Schedule card on the client, and the popover previews the next two billing dates so you can see the cadence before saving.
Checklists now support three kinds of step: a checkbox to tick, a note you fill in, and a choice that applies a tag to the lead or client when you pick an option (picking a different option swaps the tag instead of stacking both).
Checklist templates moved to their own page under Settings, with visible Create / Archive / Delete buttons and a step editor that fits.
Incoming leads are now matched against your existing clients by phone or email and carry a "Repeat customer" badge that links straight to the client record. The leads list has a matching filter, and lead routing has a new condition, so someone who has bought before can be handled differently from a first-time enquiry.

Improvements

A checklist step can be marked Required, so a checklist cannot reach 100% while the note is empty or no option is picked.
Answering a tag-linked checklist step now confirms which tag was applied, and the change appears in the lead's history.
Bulk actions now accept up to 5,000 leads at a time — ten times the old ceiling. Albert's largest column alone held 828, so the previous limit would have rejected the very selection the fix makes possible.

Bug Fixes

A comment or chat message you send is now saved once, even when the app has to resend it. If your message reached the server but the confirmation never made it back, the app quietly sent the same thing again and it appeared twice on the task — this happened three times in the past month. Every send now carries a one-time key the server recognises, so a repeat of the same send is ignored instead of becoming a second message. This covers task comments, lead and client notes, and department chats.
A send that genuinely fails now tells you, instead of being retried silently in the background. That silent retry is what produced the duplicates, and it applied to every save in the app, not just comments.
Editing a task comment now lets you remove an image you already posted — each attachment shows a remove control in edit mode, and removing one deletes the file from the task's attachments as well. Comments that hold only an image stay editable, and Cancel restores anything you removed.
A billing schedule set to repeat every few months now keeps its billing day. Schedules stored that way slid onto the 1st of the month from the second cycle onwards, and a schedule set on the 31st now falls back to the last day of a short month and returns to the 31st afterwards instead of drifting earlier every time.
Saving a client no longer quietly turns a schedule that repeats every few months into a monthly one. The same silent rewrite happened when duplicating a client and when the assistant changed the next invoice amount.
Editing a billing schedule no longer changes how often it repeats. A schedule set to repeat daily could be turned into an every-two-months one just by opening it and changing the amount; the card now shows the existing repeat and leaves it alone unless you change it yourself, including repeat patterns the quick editor cannot draw.
Asking the assistant to change a billing day now keeps the rest of the schedule. It used to wipe how often the schedule repeats, which quietly stopped that client being billed at all.
Recurring revenue now counts contracts billed every few months. They were being left out of the recurring total on the client revenue card, which made the figure lower than the amount actually invoiced.
A reminder set to repeat monthly or quarterly from the 31st now lands on the last day of a short month instead of jumping into the following one, and reminders that repeat on a custom pattern now save instead of failing with an error.
Monthly charts no longer skip a month when the period starts on the 29th, 30th or 31st.
Repeating tasks: checking one day no longer marks every other day as done. Future occurrences stay unchecked and only the day you tick gets completed.
The attendance clock dialog now stays in step across browser tabs and across different browsers — it updates the moment you clock in or out elsewhere, and closes when the state changes.
An inactivity alert now tells you exactly which team member it means. It shows their full name, their email, and a link straight to them in Team — before, it used whatever short nickname the account had, so "Alex hasn't been online for 8 days" was unanswerable in a company with three people named Alex.
The same inactive person no longer generates a new critical alert every single night. You now get one alert after 2 days, one more if they pass a week, and a final one at 30 days — after that the account is marked Dormant and stops alerting, with a note suggesting you remove the member or reassign their work. One account had been re-alerting nightly for 166 days.
Dismissing an alert now sticks. Previously an alert you dismissed could come back on the next automatic check.
Inactivity and lead-volume alerts now show up in the notification bell, not only on the Alerts page. Until now the bell counted ad-spend alerts only, so every other kind was easy to miss entirely.
Alerts naming a colleague's absence are only visible to people who can already see the team's presence, matching how the rest of the Team area works.
Selecting every lead in a pipeline column now actually selects every lead in it. Ticking the column header used to select only the ~30 cards that happened to be loaded, and the "Select all" shortcut hid itself the moment those 30 were ticked — so on a column of 828 leads the only way through was to press "Load more" and re-tick, over and over. One click now covers the whole column, and the toolbar offers the real board-wide total.
The column checkbox no longer shows a full tick over a partly-selected column. It stays half-filled until the selection genuinely covers every lead in that column, and its label switches to "Deselect all" once it does.
The delete confirmation now states the exact number being deleted and, when the batch reaches past the visible board, says how many of them are not on screen.
If a large delete or update fails part-way through, the message now says how many records were already changed instead of implying nothing happened — and the history trail, search and cached lists are updated for the records that did change.
Selecting all tasks in the list view now covers every task matching your filters rather than just the current page, and the count shown matches what the action can carry. Paging through to check a selection no longer clears it.

v0.19.9August 12, 2026

New Features

You can now open the full lead card straight from the Archived leads tab — press Open on any archived lead, or double-click its row. Once it is open, the left and right arrow keys move you through the archived list without closing it.
You can now delete any column of the leads pipeline, including the four every organisation starts with: New, Talking Stage, Qualified and Lost. Deleting one asks first where its leads should go, tells you how many will move, and writes a line into each of those leads' history saying which column was removed and where it went.
The pipeline editor now says what each mark on a column means and what reads it. A legend above the columns shows how many columns count as Entry, Contacted, Qualified, Meeting booked and Lost, and hovering any of the small icons explains the difference — for instance, a lead is Contacted only once somebody has actually reached it, so New and freshly imported leads are not.

Bug Fixes

The bin icon on a pipeline column no longer does nothing. It was drawn on every column except the first, but the four columns every organisation starts with were locked against deletion, so pressing it produced no change, no error and no explanation. Emaar's pipeline was made entirely of those four, so none of them could be removed.
A pipeline can no longer be left in a shape the rest of the system cannot read. Deleting is refused, with the reason written out, if nothing would be left for new leads to land in, if no column would count as Qualified, or if no column would count as Lost — those three feed the Qualified figure, the Lost Leads figure and the conversion rate. When the column you are removing is the last one of its kind, you are asked which column takes over that role before the deletion goes through.
Deleting a pipeline column no longer moves its leads without telling you. Previously the leads were pushed into whichever column happened to be first — which could be Lost — with no confirmation and nothing recorded on the leads themselves.
Scrollbars no longer appear inside rows of buttons. The Pipeline / Sharing / Archived switcher on the Leads page had a scrollbar running down its right-hand edge, inside a control barely taller than the buttons themselves. The same fault was present in fifteen other places — the Kanban boards, the client tabs, the settings menu, filter chip rows, the notification tabs and the assistant panels — and all of them are fixed. Six of those places were also asking for a slim scrollbar using a style this app has never defined, so they had been showing the thick one instead.
Expanding an archived lead now shows only what tells you how it got there: who owned it, which stage it was in, when it was created, when it was last active, when it was archived and why. Tags and notes were taken out of that view — open the lead card when you want them.
Every archived row now names the reason next to the date, so it reads "Archived Jul 22, 2026 · Inactivity rule" without expanding anything.
An archived lead no longer reports a negative number of inactive days when something happened on it after it was archived.
A lead whose stage cannot be loaded now shows a readable stage name instead of the internal shorthand.

v0.19.8August 4, 2026

New Features

Changing a client’s status now offers to pause — or resume — that client’s billing schedules at the same time. The choice is recorded on the client’s timeline and can be reversed.

Improvements

The invoice-schedule card now says why a client’s reminders are paused, instead of showing schedules that look like they still run.
Filters, the column sort and the export columns no longer offer AI fields to organisations without the AI module — they could only ever come back empty.
Your saved lead-card settings are kept if the AI module is added later; nothing is reset.

Bug Fixes

Everything to do with the WhatsApp AI assistant is now hidden unless your organisation actually has that module. Until now the “AI Qualification” and “AI Bot Indicator” switches were on by default for everyone, and “Start AI” appeared on the leads board, inside a lead, in the CSV import and in the export options — even for organisations that had never bought the module. Twelve of twenty organisations were in that position.
Starting an AI conversation is now refused by the system itself, not just hidden. An organisation whose module had lapsed kept its approved WhatsApp templates, so pressing “Start AI” still sent real, chargeable messages that could not be recalled. Every route that starts or schedules an AI conversation now checks first, including scheduled sends picked up in the background.
A lead card no longer shows two AI markers at once. Leads the assistant had contacted but not yet scored displayed the same thing twice, in two different styles; 2,166 leads were affected. The remaining marker carries the exact contact time, and says “Awaiting qualification” when there is no score yet.
A CSV import that was asked to start AI conversations now tells you if they did not start, instead of reporting a clean import with nothing sent.
The WhatsApp AI bot now reliably hands a conversation to a human when it says it will. The alert reaches the team, the message the customer receives matches what actually happened, and a customer who sends several messages in a row no longer gets duplicate replies.
Billing reminders now respect the client’s status: a client set to Inactive, Churned, Archived or On Hold no longer receives “Billing Due”, “Invoice Due” or “Contract Ending” reminders.
A dismissed “Contract Ending” reminder no longer reappears the next day.
A routing rule that excludes an answer — “does not contain”, “is not” — now reads correctly when a question was answered with more than one choice. Previously, as soon as a second choice was present the exclusion was treated as satisfied, so a lead that did pick the thing you were excluding was still routed as though it had not.
Matching an answer no longer reads the text that follows the form in a forwarded email. Signatures and automatic footers sit under the last field, and their wording was being treated as part of that field’s answer.
Timesheet exports now mark every day the system closed for you, in all three formats (PDF, Excel and CSV) — previously only the CSV showed it, so an assumed day could look identical to one you clocked yourself.
Clocking back in later the same day no longer erases that day’s auto-close record, your confirmation of it, or an approved overtime request.

v0.19.7August 1, 2026

New Features

Bulk send operations — AI qualifications, scheduled AI conversations and WhatsApp campaigns — now show a confirmation screen with the recipient count and template details before anything goes out, plus a five-second window to undo.
You now choose which pipeline stages count as "Qualified", with a new toggle in the pipeline editor.
Lead routing rules for email sources can match a single answer from the form someone submitted, instead of searching the whole message. Pick "Answer to a question" in the rule builder and, optionally, the question to anchor it to.
A new Settings → Clients → Client Lifecycle switch, off by default, lets an organisation opt in to an automatic status change when a contract ends, and choose which status to apply.

Improvements

A lead that came back from the archive now carries a "Back from archive" mark on its card, with how long it had been archived, and it stays there until someone actually works the lead. A lead that had been deleted by hand rather than archived automatically is marked differently, so you know somebody had already turned it down.
You can now choose which column a returning lead lands in, under Pipeline settings — Re-submission handling. Left alone, it goes to your first column.
Meetings now pick up what the other side asked for, not only what your team promised out loud. A requested feature, a missing connection to another tool, or data the client needs is captured as work to do instead of being buried in the meeting summary.
A meeting now opens on Next Steps: everything that has to happen after the call, grouped by whether your team committed to it, the client asked for it, or it follows from a decision that was made. You can turn them all into tasks in one click.
A deadline said out loud in a meeting, such as "by Monday", now becomes a real due date on the task.
Each item is listed once. The same commitment used to appear twice, in two different tabs — once as an action item and again as a follow-up.
Clicking an Undo notification for a lead, task or client now opens that record so you can see what changed before deciding. Notifications for something being deleted stay non-clickable — navigating away is what confirms a pending delete, so opening the record would have committed the very thing you were about to undo.
Archived leads show assignment history in the list view with team member avatars, and the expanded details are organised into clear sections — Contact, Assigned To, Lifecycle, Tags and Notes.
Every client status change — yours, a bulk edit, or one made by the AI assistant — is now written to the client’s activity timeline.
An assignment made by a routing rule now lists the rules that matched the submission, so an owner who looks unrelated to the form someone filled in can be traced back to the rule that produced them.
When the same person submits your form a second time, their later answers are now shown. Previously only the first submission was kept on screen, so a tag or an owner that came from the second form had no visible cause anywhere on the page. This works on leads that already re-submitted — nothing needs to be re-sent.
Clicking a verdict tile on Ad Performance now filters the table to those ads, opens them so they are visible, and recalculates the campaign totals to cover only the matching ads.
Writing a rule that searches the whole email for a short single word now shows a note explaining that field labels are part of that text, and points at the answer field instead. It is a note, not a restriction — searching the whole email is still the right tool for free text that is not a form field.
The question and answer suggestions offered while writing an email rule are read from real submissions your organisation has received.

Bug Fixes

The AI now only messages a lead when one of your routing rules says to. Until now, whether a new lead was contacted by the AI was decided by a single switch for the whole organisation — your rules could choose which conversation flow to use, but never whether to start one at all. So a rule that only added tags, assigned an owner and set a column still resulted in the lead receiving an AI qualification message. Your existing rules have been updated to keep working exactly as they do today; remove the new "Start AI" action from any rule where you do not want the AI to reach out.
The WhatsApp conversation is now visible on the lead as soon as the AI writes. Previously the lead page only counted typed messages, and the AI's first contact is a template — so between the AI messaging someone and that person replying, the lead showed "no conversation history" and offered no way to open the chat, even while the activity log said the AI had been in touch.
A lead that comes back after being archived is now restored to your board instead of arriving as a second, separate record. Until now the system could not see archived leads at all when checking whether a contact already existed, so someone who filled in your form again months later turned into a brand-new lead — and everything you already knew about them stayed behind in the archive. On 22 leads this had already happened, and one of them went on to become a client under the duplicate record.
A returning lead is re-assigned by the rules it comes back under, rather than staying with whoever owned it before it went quiet. It also leaves the column it was archived from — including Lost and Slab — because someone filling in your form again is a fresh opportunity, not an old one. A lead archived out of a won column stays where it is.
Adding a lead by hand whose phone or email already belongs to an archived record now tells you so and takes you to the archive, instead of quietly creating a duplicate.
The Deal Estimate card now reads the amount out of deal values written as free text. Entries like "3% minim 800 euro", "800 eur, 4%" or "2000RON" now count as 800, 800 and 2000 — the percentage is treated as a commission and the real amount is used. Previously only plain numbers were counted, so most deals were left out and the estimate looked far too low. Values that are genuinely ambiguous, such as "40 + 50" or "20%", are still shown as unreadable so you know which ones to tidy up.
A task created from a meeting now keeps the deadline and the person responsible that were identified in the recording, and stays linked to the client or lead the meeting was with. Both used to be thrown away, and a meeting held with a lead produced a task connected to nobody.
Tasks created from a meeting now show up on your task board. They were being filed under a status none of your columns use, so they were invisible everywhere except the task list.
Names are filled in properly on anything created from a meeting — you no longer see a placeholder where a participant's name should be.
A meeting can now be deleted straight from the list on a client or a lead, and from the Meetings page, instead of only from inside the meeting itself. If a delete does not go through you are now told, rather than the meeting appearing to disappear and then coming back.
Notifications that offer an Undo now say which record they are about. Moving two leads one after the other used to produce two identical "Moved lead to Lost" messages stacked on top of each other, with no way to tell which Undo button belonged to which lead. Each one now names the lead, task or client — and when the action covered several records at once, it lists the first names and how many more.
Being mentioned in a note or a comment now takes you to the exact lead, client or task when you open the notification. The link pointed at an address the app does not read, so it left you on the plain list with nothing selected. Your recently viewed leads had the same problem.
Opening the same lead a second time from a notification now works. The second click used to do nothing at all.
Any window opened on top of another window is now solid instead of see-through. The Templates window inside a lead's checklist was the worst case — the board behind it showed through so strongly that its own text was hard to read. Windows opened on their own keep the frosted glass look.
A checklist template can now be deleted outright. Until now the only thing you could do was archive it, and the delete button appeared only after archiving and only if you had found the hidden Archived toggle — so deleting a template you no longer wanted was effectively impossible. Deleting a template does not touch checklists already created from it; those keep every step.
If a delete of a checklist template or one of its steps is refused, you are now told. It used to look like it worked and the item came back on the next refresh.
Lead routing rules that search an email for a short word no longer match the form’s own labels. A forwarded submission repeats every question label in its text, so a rule looking for a word like "Website" also matched people who had picked something else entirely — and quietly gave them that rule’s tag and its owner.
The question a routing rule is anchored to is now visible and editable in the rule builder. Rules saved with an anchor kept it while running but showed nothing on screen, so opening one and saving it widened it to match any answer, with nothing to show what had changed.
Clients no longer change status on their own. When a client’s last contract ends, the system records that the contract ended and leaves the status exactly as you set it.
Every tag the system applies to a lead now says who applied it and why, on the lead’s own timeline. Until now tags added by a routing rule, by the AI, by an automation, by a bulk edit or by the WhatsApp assistant were written to an internal table that nothing in the app displayed — so a lead could arrive carrying tags nobody could account for, and tag-based reports counted them as though a person had chosen them. Each change now appears as its own entry, naming the source, and a tag the AI removes is recorded too.
The AI is now blocked from applying tags that name a traffic source — Meta, Google, TikTok, WhatsApp and similar — no matter how those tags are filed in your settings. It had been adding them by reading the wording of an email, which quietly changed where leads appeared to come from. Tags for the services you sell are unaffected.
Insights now uses one definition of "Qualified" everywhere. Leads sitting in a lost stage are never counted as qualified, and the trend chart, Lead Sources and the email-attributed table all follow the same definition.
Booked meetings and real clients are shown as their own numbers on the Insights KPI row instead of being reported as "qualified".
Leads assigned to a team member who has since left now show "+N former member" on the archived-leads list instead of a blank space.
Template text in the bulk-send box is now readable in light mode.
Duplicating a client now lets you name the copy properly. The Duplicate window asks for the company name — the name you actually see in the client list — instead of only the contact person, and shows you a live preview of how the copy will appear before you create it. Until now you could rename the copy and see no change anywhere, because the list and the client page both show the company name. Two clients ended up looking identical, and the original was edited by mistake.
Every duplicated client now carries a Copy badge, in the client list and at the top of its page. The badge links back to the client it was copied from, so you can always tell which record is the copy — including for copies made before this change.
Client names now read the same everywhere. The list, the client page, search results, invoice reminder emails, task links, notifications and meeting notes all resolve a client name the same way, so a client cannot appear under one name in the list and a different one in an email.
Changing someone's team now works for everyone whose role is allowed to manage the team. Until now only the owner and members carrying the old built-in Admin marking could actually make the change — for everybody else the app offered the Change Team menu, said the move had gone through, and nothing happened, no matter how many times you tried or refreshed. Seven people across five organisations were in that position.
"Unassign from team" no longer claims to have worked when it has not. If a change to teams is refused, you are told why instead of being shown a success message over a member who never moved.
Someone who belongs to more than one team now shows all of their teams instead of one picked at random. The team filters count them under each team they are in, so they no longer disappear from one of their own teams' lists.
Moving someone to another team now tells you which teams it takes them out of, before and after you do it. A move replaces every team a person is in, and until now the ones being removed were never mentioned.
A team lead stays a team lead after being moved to another team. Every move used to quietly reset the person to an ordinary member of the new team.
The Team page now updates by itself when someone else changes a member's team, instead of showing the old teams until you reload. If the member list fails to reload, you are told rather than left looking at out-of-date rows.
Deleting a role, or changing what a role is allowed to do, now tells you if the change was refused. Both used to report success and leave everything as it was.

v0.19.6July 28, 2026

Bug Fixes

Gmail import now forwards only the emails your import rules actually target. Rules that filter on the sender were not being applied inside the Gmail script, so every message in the connected mailbox — including personal and unrelated mail — was being sent to the CRM to be checked. Only matching mail leaves your mailbox now.
The "CRM-Imported" label in Gmail is now placed only on emails that genuinely became a lead. It was previously also added to messages the CRM had deliberately skipped, such as automated notifications, receipts and password resets, which made it look as though personal email had been imported.
Importing past emails from Gmail now searches only for messages matching your rules, instead of scanning the whole mailbox.

v0.19.5July 22, 2026

New Features

Lead collection is now monitored daily — you are alerted if a lead source stops delivering or a connected ad account needs to be reconnected.

Improvements

The Insights dashboard now shows a truthful lead-source breakdown, separating leads captured directly on the ad platform from those that arrived by email or a tracked link.

Bug Fixes

Lead collection from TikTok instant forms is fixed — new TikTok leads are captured reliably again.
Importing CSV files with many leads (900+ rows) now works reliably — the import no longer fails with an error about checking for duplicates.
CSV imports now automatically recognize and combine the First Name and Last Name columns into a single name field. Previously, the Last Name column could be mistakenly mapped to the Stage field instead. When you map multiple columns to the Name field, a hint shows the order they will be merged.
The Company column now imports correctly from CSV files instead of being silently skipped.

v0.19.4July 20, 2026

Improvements

The re-contacted indicator on lead cards is now a compact icon, so it no longer clutters the card or gets mistaken for the duplicate-lead warning. Hover over it to see the full re-contact details.
Tall photos opened from a task's chat are now shown in full, instead of having the top and bottom cropped off.

Bug Fixes

Pressing Ctrl+A to select the text you are writing in a task's detail view no longer selects every task on the board behind it. The same problem affected the tasks list and the leads board. Pressing Escape now closes the dialog without also clearing the selection you had made on the board.
Failed card payments now have a clear, enforced 15-day window. The banner shows the real date access ends, and once that date passes you land on a page that lets you settle the outstanding invoice straight away instead of having to start a new subscription.
Pop-up windows that are taller than your screen can now be scrolled. Previously the top and bottom of a tall pop-up were simply cut off with no way to reach them, so the action buttons at the bottom could be impossible to click. This was most noticeable on smaller laptop screens, for example when starting an AI conversation for a large group of leads.
Dropdown lists now always show everything you have created. Previously, if you added a conversation flow, tag, pipeline stage, custom field or team member while another window was already open, that window kept showing the older, shorter list until you reloaded the page — which made it look like the item you had just created did not exist.

v0.19.3July 19, 2026

New Features

You can now mark a lead as already contacted without moving it off its pipeline stage — tick "Already contacted this lead" in the reminder popover, or just send it a WhatsApp message and it is marked automatically. Contacted leads show a green Contacted badge on the Kanban card, the leads table, and the lead detail panel, and drop out of the Uncontacted count.
Clicking a billing or invoice reminder on the Tasks calendar now opens a quick-actions popup right where you are — mark it as done (invoice sent) or postpone it by a day, a few days, a week, or to a specific date — instead of jumping you away to the client page and losing your place.
The In Onboarding card on the Clients page can now be shown or hidden like the other Key Insights cards.
Meetings can now be attached to a lead, not just a client. The link picker on a meeting lists your clients and your leads together, and each lead now has its own Meetings section where you can see and upload recordings for that lead. A meeting belongs to either a lead or a client, so picking one automatically replaces the other.

Improvements

Meta Ads and TikTok Ads integration pages now hide the help and troubleshooting information once the connection is fully set up, so the page stays short and focused on the controls you use day to day. It comes back automatically if the connection needs attention again.
The Deal Estimate card now flags how many deal values could not be read (from mixed entries like "800 eur, 4%"), so the total stays traceable instead of silently skipping them.
Archiving a lead now automatically completes its open reminders, so the overdue reminders count no longer fills up with dead entries.
Inactive and churned clients no longer clutter the Clients list. They move into an archive that search reaches on its own — type a name and they show up next to your active clients, dimmed so you can tell them apart at a glance, and still fully clickable if you want to reactivate one. Their status is never changed behind your back: churned stays churned. The old toggle is still there, now called Show archive, for browsing everything at once.

Bug Fixes

Recurring tasks no longer disappear from future weeks — a repeating task now shows on the calendar in every week and month after its start date, not just its first one. Older repeating series that had stopped showing up are working again too.
Archived leads now always show how they ended up archived. Leads archived before this tracking existed are clearly labelled as pre-tracking instead of appearing blank.
Team activity alerts no longer say "A team member" instead of the person's actual name, and are no longer sent for people who have left the organization.
Google Calendar events no longer pile up as duplicate far-future tasks, and synced calendar tasks now land in a visible column on the board instead of a hidden status.
On the Clients page, hiding a Key Insights card such as Annual Value or Monthly Recurring now keeps it hidden instead of sometimes reappearing.
Leads Response Time now counts only genuine follow-up contact — assigning or creating a lead no longer counts as a response.
The Start AI Qualification popup keeps its contents — the conversation-flow selector, template box, and action buttons — neatly inside the dialog instead of spilling past the edge on narrower windows.
Voice dictation in comments works again — recording a note and pressing Done now adds the transcribed text instead of failing with "Transcription failed".
The red stop button next to the comment box now actually stops a voice recording and adds the text, exactly like pressing Done in the recorder. Clicking it used to do nothing at all.
Duplicating a client now keeps you on the Clients list instead of jumping you to the new copy's page, and the copy appears directly below the original — briefly highlighted so you can spot it — rather than above it. Rows that tie on whatever you sorted by, such as two clients with the same company name, now keep a stable, predictable order on the Clients, Tasks and client documents lists.
Uploading a meeting recording no longer leaves you stuck on a "Done" screen. The upload window now closes on its own once the recording is submitted, and you get a notification when the transcription is finished — or if it failed — so you can carry on working instead of waiting in front of it.
When a recording cannot be transcribed, the reason is now written in plain language — for example that the file appears corrupted and should be exported again — instead of the raw technical message from the transcription service. The original details are still there behind a "Technical details" toggle, and there is now a Retry button so a recording that failed for a temporary reason can be run again without re-uploading it.
Picking a file that is not a playable recording is now caught immediately, before the upload starts, with a message saying what was detected. Previously the file uploaded and only failed several minutes later during transcription.
Routing rules can now recognise ads that send people to your website. Until now only ads using an instant form could be matched by name, so website-ad leads could not be routed to a specific person or tag automatically.
The suggestion lists in the routing rule builder work again for email sources. Choosing a custom field, loading a real lead as an example, or checking whether a field has ever been seen all returned an empty list for every email rule, no matter how many leads had arrived.
The ad picker in the routing rule builder now explains itself when it has nothing to show, instead of appearing empty. It lists only ads that have already delivered a lead through an instant form, so website ads never appear there — the picker now says so and points to the right way to route them.

v0.19.2July 19, 2026

New Features

A lead's activity log now records when and how it first entered the CRM — the source and ad campaign it came from — so a newly-arrived lead no longer shows an empty history. Existing leads were filled in with their entry event as well.
Repeat leads now stand out: a "Repeat lead" badge shows how many times someone has come back, and a "Previous journey" section recaps their earlier history at a glance — when they first entered, whether the AI qualified them, if they were moved to Lost, and the tags they had before. Tags from the newest submission take over from old automatic ones, while any tags you added by hand are always kept.

Improvements

You can now hide the all-day row at the top of the Tasks calendar's week view. Click the arrow next to "all-day" to collapse it into a slim row showing how many all-day items each day has, and click again to expand it. Your choice is remembered.
The Leads board has a new "All / My leads" switch next to the Segments button. Pick "My leads" to see only the leads assigned to you, and "All" to see everyone's again. Your choice shows as a removable "Assigned to Me" filter and clears together with your other filters.

Bug Fixes

The Tasks calendar no longer shows the same follow-up task twice — when the AI assistant flags the same lead for follow-up more than once, you now get a single task instead of duplicate copies.
Leads that arrive a little later than usual from Meta or TikTok Ads are no longer mistaken for old imports — they now get the full AI follow-up and their true arrival time, just like any fresh lead. Only genuinely old leads (over a day) are marked as historical, and now always with a clear note in the lead's history explaining why.

v0.19.1July 18, 2026

New Features

Traffic analytics got a full visual overhaul: a live "mission control" view showing visitors arriving in real time with their journey trails, a city presence map, revenue by marketing channel, and a full week's activity heatmap.
Repeating tasks now ask how a change should apply — just that occurrence, this and future ones, or the whole series — when you delete, reschedule, or drag one on the calendar.
Client activity logs now show who converted a lead into a client and when, plus the date the lead first entered the CRM. The lead's own timeline also gets a closing "Converted to client" entry.
Insights ad performance now separates booked meetings from actual clients — an ad that only booked a meeting no longer shows as a conversion. Added a "Booking, not closing" verdict, clickable summary tiles that filter the ads table, and a short reason on each top-burner ad.

Improvements

Delete confirmations for duplicated clients now show "(Copy)" next to the name, so you can always tell which record you're removing.

Bug Fixes

Archived leads: cards now clearly show the archive date and reason (manual, automatic, or by the AI assistant), every archive or restore action is recorded in the lead's history, the archived count matches what each team member can actually see, and archiving during settings changes reports if it fails instead of silently doing nothing.
Repeating tasks: opening a future occurrence no longer wrongly shows it as a one-off task, and a deleted occurrence no longer comes back after refreshing.
Traffic sources are now grouped under the correct marketing channel instead of showing up as referrals, and returning visitors who accepted cookies before this update are asked once more so their visit history counts again.
Website leads that arrive by email now count under your configured source instead of "Email Forward".

v0.19.0July 16, 2026

New Features

Traffic Analytics got a major upgrade: see who's on your site right now with a live view of active visitors — their traffic source, device, and a real-time activity feed that refreshes every 10 seconds.
New engagement numbers show how visitors actually behave: average time on page, how far they scroll, bounce rate, and how often they click your call-to-action buttons — plus a visits-by-hour chart and a device/browser breakdown.
The conversion funnel now includes a "clicked call-to-action" step, and the traffic-source and recent-visits tables show engagement details for each visit.

v0.18.5July 14, 2026

New Features

You can now delete a client directly from the clients list — open the row's menu and choose Delete, confirm, and undo within 10 seconds if you change your mind. Available to team members with permission to delete clients.
The lead activity log now shows exactly what changed in a note edit, with added and removed text highlighted, instead of just dumping the full new text.

Improvements

Redesigned the lead detail card: empty sections (Tasks, AI Summary, Offers, Custom Fields) now collapse into a slim row of chips instead of taking up space with big empty blocks — click a chip to expand that section inline, with a one-click way to collapse it back.
The lead Activity Log is now full-width and shows status changes, tag updates, and note previews right in the timeline without an extra click.
Client detail tabs (Offers, Documents, Quick Links, Tasks, Activity) now show how many items are in each one, including a 0 when a section is empty, so you know what to expect before opening it.
Increased the row height in the Tasks calendar's week and day views so short tasks are easier to read.

Bug Fixes

Fixed a cluster of rendering and interaction bugs in the Tasks calendar's week and day views: short tasks (as brief as 15 minutes) now render at their true, readable size instead of being squashed down; back-to-back tasks tile flush against each other with no fake gaps or diagonal overlap; the preview shown while dragging a task to reschedule it now matches the saved task exactly; every task can be resized from its bottom edge no matter how short it is; and hovering an overlapping task now brings it to the front so it's clickable and resizable.
Fixed the top loading bar getting stuck partway and never finishing after opening a task from a notification or mention link. Any loading bar that can't complete now clears itself automatically within a few seconds.
Fixed recurring tasks (daily, weekly, etc.) set from Quick Add or the task detail view disappearing from the Tasks calendar after a refresh — repeats now stick around like they should. Task colors on the board and calendar also stay put after background refreshes.
Reminders you set or change on a lead now show on the Kanban card immediately, without needing to refresh the board.
Fixed an issue where PDFs and other documents could not be attached to task comments or task notes — large files silently failed with no error. You can now drag & drop, paste, or use the file picker to attach documents up to 200MB, with a clear message if a file is too big.
Fixed "Notes updated" entries appearing in the lead activity log for edits that didn't actually change anything visible.
Notification bell now shows newest notifications on top — overdue reminders were sorted oldest-first; the timeline now always reads newest first, with upcoming reminders still closest-to-now first.
Fixed clearing a task's date sometimes leaving its Google Calendar event stretched across multiple days — dates now clear cleanly in one step.

v0.18.4July 11, 2026

Improvements

Updated the Conversions API setup instructions to match Meta's current interface and added a tip on watching test events arrive live; team members without settings-edit permission now see the controls clearly disabled instead of hitting a permission error.

Bug Fixes

Fixed the Meta Ads → Conversions API "Verify" button failing even for correctly-configured accounts — it now runs a real sandboxed test through Meta (a test event that never touches live pixel data) and shows green when your setup works, with clear next-step guidance instead of a raw error code when it doesn't.

v0.18.3July 10, 2026

Improvements

Cosmos answers faster and no longer hangs on "Thinking…" when a knowledge lookup is slow.

Bug Fixes

AI-escalated follow-up tasks for unassigned leads no longer land on every team member's board — they're now routed to your organization's default escalation team.
The Default Escalation Team setting in AI Bot Settings now saves correctly (it previously appeared to save but didn't).
Cosmos chat no longer closes when you send the first message in a new chat.
Asking Cosmos for response-time or response-rate trends by month now works correctly instead of showing the wrong report.
Background Tasks: the header bell no longer gets stuck showing a task as running, completed reports show accurate progress, task names read clearly instead of raw codes, and a finished report shows a clean summary instead of a wall of raw data.
Cosmos can now find and read your sent offers (search, details, public link, stats) when you ask, limited to people who already have permission to see offers.
Fixed the shift auto-close notification to clearly distinguish a normal scheduled close from an emergency safety cutoff, so you know when to submit a time correction instead of assuming the displayed time is accurate.
Fixed an issue where changing a task's start date or time could cause its synced Google Calendar event to appear split across two different days — schedule edits now always keep the calendar event showing one correct time.

v0.18.2July 9, 2026

Improvements

Meta Ads → Conversions API settings now reassure you that turning on ad optimization never changes or deletes your existing Facebook pixel — it only adds CRM lead events. A new FAQ in the setup guide answers common questions about how it works.
Forwarder connection status on the Settings page now stops checking after about 5 minutes instead of polling indefinitely.

Bug Fixes

Fixed Meta Ads integrations getting stuck on an old "last synced" time when a page had no new leads — sync status now always reflects reality, and affected accounts self-heal automatically after this update.
Fixed the Email Forwarder badge staying on "Awaiting" forever even while leads kept coming in — it now correctly flips to "Active" once emails are received.
Fixed Email Import stats (leads created, last activity) freezing for some organizations — the numbers update again.
Fixed the inbound activity feed not showing emailed-in or form-detected leads — they now appear alongside other lead sources.
Fixed the shift-end clock-out reminder and auto clock-out to consistently honor each org's "auto-stop at schedule end" setting — turning it off now only applies the safety hard-cap instead of silently force-clocking staff out with no reminder.
The Kanban "new lead" indicator now clears as soon as anyone on the team opens a lead or takes a manual action on it, instead of staying lit for every teammate until you personally opened it.
Fixed dragging or rescheduling a task on the calendar in quick succession sometimes creating a duplicate copy that stuck around after refresh.
Changing a lead's assignee from the lead detail panel now updates the Kanban card immediately, in both the main pipeline and the triage column, instead of showing the old assignee until you refreshed.
Fixed the AI assistant giving inaccurate lead counts when asked "how many leads" for a specific period — it now returns the exact count and correctly honors the requested date range.
Fixed the dashboard's Total Leads count undercounting for organizations using custom pipeline stages — it now shows the true count of active leads across all stages.
Deleting clients is now reliable and definitive: you'll see a clear "Deleted N clients" confirmation when it completes, refreshing or closing the tab during the undo countdown now warns you instead of silently canceling the delete, Undo works exactly once, and changing a client's status no longer leaves a duplicate Undo button behind.
Duplicating a client now has separate First name / Last name fields, so the copy's name is exactly what you type — no more compounded names like "Toro Nero Nero".
Clients sharing an email or phone number now show a quiet "Shared email"/"Shared phone" note instead of an alarming "DUPLICATE" warning — sharing contact info across clients is supported.
Fixed a rare failure where creating or duplicating a client during a brief sign-in refresh could silently do nothing — you'll now see a clear "session expired — refresh" message instead.

v0.18.1July 4, 2026

New Features

Lead export now lets you choose which leads to export — Active, Archived, or Both — with an Export button added directly to the Archived leads view and an optional Archived date column in the CSV.
Setting up Meta Conversions API is now guided instead of guesswork: the app automatically finds the ad datasets connected to your ad accounts, with a Scan datasets button to look them up on demand, and shows which ad account each dataset belongs to.

Bug Fixes

Lead routing now applies every matching rule's tags and assignees — not just the highest-priority rule — including on re-submitted leads. Leads that matched more than one routing rule (for example, both a website rule and a video-content rule) no longer come up missing tags or an assignee.
Billing, invoice, and contract reminders no longer show at 03:00 in the Tasks calendar — they now appear correctly as all-day markers on the right day.
The Tasks calendar week view no longer has its day-column dividers drift out of alignment as your eye moves from Monday through Sunday.
The "Previous shift auto-closed" reminder now clears on all your open tabs at once — dismiss it in one tab and it disappears in the others, instead of re-asking you tab by tab.
The back arrow when viewing a lead's WhatsApp chat now takes you back to that lead's card, instead of jumping to the full conversations list.
AI-escalated WhatsApp leads now create a follow-up task assigned to the lead's owner (and their team) so it shows up in Tasks and My Tasks — previously these tasks were unassigned and easy to miss.
The Meta Conversions API Dataset ID field now accepts only a valid ID, so a stray typo (or an email pasted by mistake) can no longer quietly break your setup.

v0.18.0June 30, 2026

New Features

Duplicate any client in one click — open a client's ⋯ menu, choose Duplicate, pick what to carry over (contact, company, tags, custom fields, notes), and you land in the new copy. The invoice schedule is left off by default so you never double-invoice by accident.
The Lead Routing rule editor now lists every Meta lead form on your connected pages, not only forms that have already produced a lead — so you can build a routing rule for a brand-new form right away.

Improvements

The red 'current time' line in the Tasks calendar and the team day timeline now moves in real time on its own — no page refresh needed to see the current moment.
Upgraded the WhatsApp assistant's backup AI model so replies are faster and better when the main model is busy.

Bug Fixes

The WhatsApp assistant no longer sends a lead its first message outside your business hours and then goes quiet. New conversations that arrive after hours are now held and sent when you next open, and the assistant always replies to anyone who writes to it.
Leads no longer show a bogus website (an email provider such as gmail.com) when the contact form's website field was left empty — across email, Meta, TikTok, and web forms, an email address is never mistaken for a website.
The WhatsApp assistant no longer occasionally sends two different replies when you send it several messages in quick succession — rapid messages are now combined into a single answer.
Team presence now updates automatically (Active / Away / Offline) instead of staying frozen, and an all-day or out-of-office calendar event no longer keeps someone stuck on 'In Meeting' all day — only real, short meetings show that. It also works for flexible-schedule members who haven't clocked in.
You can now add clients that share an email address or phone number — the old 'already has this email' block is gone. A gentle note quietly flags when a contact is already in use, but it never stops you saving.

v0.17.3June 28, 2026

New Features

Connecting your Meta ad dataset for conversion tracking now takes its access token directly, with a one-click Verify that confirms the connection is working before any leads are sent.

Improvements

The notifications panel now has a single 'Clear all' button — the duplicate second button that did exactly the same thing has been removed.

Bug Fixes

The leads board's per-lead 'unopened' marker (the amber dot) now appears as soon as the board loads. Previously it could stay hidden until you opened and closed selection mode.
Reconnecting your Facebook account for Meta conversion tracking no longer gets stuck repeating the connect step.

v0.17.2June 25, 2026

Bug Fixes

AI Automations no longer shows as locked with an upgrade prompt on the dashboard while it's actually active and running — a temporary sign-in hiccup could leave a stale 'no access' result stuck for up to a day. The assistant page and the sidebar now always agree, and Enterprise plans (which include the AI assistant) no longer see a conversation limit or overage warning.
Fixed the whole left-hand navigation occasionally disappearing after the page finished loading — the same kind of stale access result could blank the menu until a hard refresh. The sidebar now reliably stays visible.
Fixed lead routing so a returning lead reaches the right person: when a lead comes in a second time and matches a rule that assigns a specific teammate, that teammate is now added even if someone is already assigned. Previously the rule's tag was applied but the assignment was silently skipped.
Fixed a clock-in reminder that could pop up in the middle of the night for shifts that run past midnight. The 'clock in?' prompt now only appears around the start of your shift and won't nag you when your shift is nearly over.

v0.17.1June 23, 2026

New Features

Cosmos can now show how your WhatsApp response times have changed month by month — ask for your response-speed trend (how quickly people reply, how quickly the assistant replies, how much the assistant handles, and how many conversations get a reply) and it answers with an honest note about when each measurement started. A new Monthly Response Trend chart is also available in the AI analytics view.
Turning on Meta ad optimization is now a guided one-click setup — switch it on for all your Facebook pages at once, with a built-in check that confirms each connection is working.

Improvements

The WhatsApp assistant now replies noticeably faster.
The Tasks calendar now consistently opens at 7 AM with a tighter hourly layout, so the full workday is visible without scrolling.
The Tasks section in a lead's detail view now matches the look of the other sections (Notes, AI Summary, Activity Log) — no more boxed-card style.

Bug Fixes

Setting Business Hours no longer triggers an unexpected English auto-reply after hours. The WhatsApp assistant now stays quiet by default outside business hours and saves messages for the next morning, and the after-hours 'Send Message' option only replies when you've written your own message.
Clicking Clear all (or Clear ALL tabs) in notifications now clears your entire backlog of follow-up reminders, not just the first screenful — the count drops to zero and stays there after a refresh, even with hundreds of pending items.
Follow-up tasks created by the assistant now respect team permissions: they're visible only to the assigned owner, their team, and admins — not to every colleague — and the calendar follows the same rule.
The WhatsApp assistant no longer occasionally misses a customer's reply — every incoming message now gets an answer.

v0.17.0June 22, 2026

New Features

Meta Ads — automatic quality signals to Facebook & Instagram. When a lead moves to a Qualified or Won stage, the CRM now sends a conversion signal back to Meta so your ad campaigns can optimize toward higher-quality, converting leads instead of just raw form-fills. Connect once with the Facebook button, then choose which pages send signals.

Improvements

Lead activity log now records when an import rule places a new lead directly into a pipeline stage at intake — the timeline shows 'Placed in <Stage> by rule <name>' instead of leaving the stage move unexplained.

Bug Fixes

Search filters now stay in place when you use the browser back button on the Clients and Leads pages — you return to your filtered view instead of the full unfiltered list.
Recent searches and suggestions in the filter box now register reliably on the first click.
Invoice and billing reminders now respect each role's financial permissions: team members whose role cannot access client finances no longer see 'Billing Due' reminders on the Tasks calendar or in the notification center.

v0.16.17June 22, 2026

New Features

The WhatsApp assistant now waits for you to finish sending a quick burst of messages before it replies, so you get one complete answer instead of a half-answer to the first message.

Bug Fixes

The WhatsApp assistant occasionally did not see a message you sent and asked again as if you had not answered — every message now reliably reaches the conversation.

v0.16.16June 21, 2026

New Features

Roles: a Save/Discard bar now docks at the bottom of the window the moment you change a role — no more scrolling to the bottom to save.
Clients: the Churn Rate card now has a timeframe selector — view churn for this month, last month, last quarter, last year, or all time.

Improvements

Lead activity history now lists the most recent action at the top (newest-first), with the lead's creation as the bottom foundation row — matching the tasks and dashboard activity views.
Tasks Calendar now fills the screen like a real calendar app: the Week and Day views fit most of the day without scrolling the page, open centered on the current time, and use denser hour rows. The search box and filters collapse into one compact bar, and day headers stay pinned while the grid scrolls.

Bug Fixes

Task comment images no longer appear broken for the person who uploaded them — attached images now show reliably for everyone.
Team members now appear in the Members list the instant their invite is accepted — no waiting or page refresh.
Clients page: the Edit Layout panel for the Key Insights cards now only lists the cards your role is allowed to see, matching what appears on the page.
Assigning a lead from its detail panel now updates the Kanban card instantly — no refresh needed.
The roles list in Team & Roles settings now loads reliably — it no longer shows empty when roles actually exist.
'Clear all' and 'Clear all tabs' in the notification bell now clear everything, including reminders and follow-up suggestions, which previously stayed on screen even after a refresh.
The unread indicator on lead cards now clears reliably — it refreshes when you return to the Leads board instead of waiting for a manual page refresh.
Attendance: overnight shifts (for example 09:00 to 00:30 the next day) now record real worked hours instead of zero.
Attendance: the 'previous shift auto-closed' notice no longer reappears after you have already clocked out.
Attendance: idle time no longer silently shortens your recorded hours — you are credited up to now and flagged for review instead.
Attendance: the worked hours shown on screen now match the totals in the exported timesheet.
Attendance: clock-correction requests now reach admins through the in-app notification bell and a push notification.

v0.16.15June 18, 2026

New Features

Activity history now spells out status changes in full — for example "Status changed from Cold to Resunat", with who made the change — instead of a generic "Status changed" line, across the leads, clients, and tasks activity logs.
Landing page: the demo bot form now detaches into a floating bar that follows you as you scroll, then smoothly re-homes into place when you scroll back to it (desktop and mobile).

Improvements

Landing page: added premium scroll-in motion across the marketing sections.

Bug Fixes

The WhatsApp AI assistant now delivers an offer PDF with a single message instead of a duplicate, near-identical follow-up right after it.
Clock-out reminder: dismissing the "your shift has ended" prompt now keeps it minimized — it no longer reappears in other tabs or after a reload.
Clock-out reminder: the auto clock-out countdown now shows the real time you will be clocked out.
Attendance: idle time after your scheduled shift end is no longer counted as overtime, so your recorded hours stay correct when you step away once your shift is over.
The reminder Title field on a lead or task card now accepts typing while the detail view is open — previously it silently refused keystrokes.
Permissions: team members no longer see clients, billing reminders, or follow-ups outside their role's access on the calendar, the notification bell, and the client and billing pages. Each member now sees only the records their role permits.
The client page now shows the Next Invoice you set from the Clients list. Every way of setting a Next Invoice — Clients list, New Client, lead conversion, CSV import, and the Cosmos AI assistant — now saves it as one billing record, so it shows the same on the list and the client page, and clearing it works too.

v0.16.14June 16, 2026

Bug Fixes

The WhatsApp AI assistant now reliably applies your configured status tags (such as HOT, Warm, or Cold) during a qualification conversation. Previously, when a flow was set up to apply one of these status tags, it could be silently skipped even though the assistant routed the lead down that path — so some qualified leads were never marked.
The WhatsApp AI assistant now reliably sends the attached presentation or offer PDF when a lead qualifies through a tagged path (for example, when they are marked HOT or Warm). Previously the PDF could silently fail to send even though the assistant tagged the lead and replied.

v0.16.13June 15, 2026

New Features

The "Continue (1h)" overtime button is now a "Continue for…" picker: when your shift ends you can choose 15, 30, or 45 minutes, or 1, 1.5, 2, 3, or 4 hours of extra time.

Bug Fixes

The overtime prompt no longer contradicts itself: you will no longer see "Your shift has ended" immediately followed by "Previous shift auto-closed". The auto-closed alert now appears only for a shift that was genuinely closed and never reopened.
Overtime worked after your shift ends is now counted. If you keep working past your scheduled end without clocking out, your hours are recorded up to your last activity instead of being cut back to the scheduled end time, and those shifts are flagged for admin review.
The Pontaj timesheet now totals hours correctly on days with more than one work session — a gap between sessions (such as a lunch break) is no longer counted as worked time, both on screen and in the export.
Clocking in twice at the same instant (a double-tap, or two open tabs) can no longer create two overlapping open shifts.
Fixed a background issue that could leave a shift's activity tracking open after an automatic clock-out.

v0.16.12June 14, 2026

New Features

Invoice schedules now show a contract countdown ("Ends in 5 days", "Ends today", or "Ended") so the team can see at a glance when a contract is wrapping up without opening the financials section.

Improvements

The Clients page is dramatically faster: selecting clients, sorting columns, and editing fields inline no longer freeze the page, opening the list no longer makes a separate request for every client, and bulk actions (status, tags, manager, team, delete) apply instantly instead of reloading the whole list.
Removed the non-functional "Tagged Clients" stat card from the Clients page — it always showed 0 because it read a deprecated tag field that no longer reflected live tag data.

Bug Fixes

Setting a client's Next Invoice date from the Clients list now shows up immediately on that client's page and in the list (no brief blank flash) — previously it only appeared after refreshing the page.
Ending a contract on a client's invoice schedule now marks the client as Churned and stops its billing reminders right away when the end date is today or in the past, instead of waiting for the overnight job.
Editing only the End Date of an invoice schedule no longer accidentally shifts the next invoice date.

v0.16.11June 13, 2026

New Features

Client contracts now wind down automatically on their billing schedule's End Date: invoicing and reminders stop when a contract ends, and a client is marked Inactive once all of its contracts are over. A new 'Give 30-day notice' shortcut on a client's billing schedule makes it easy to start the wind-down.
Members can now request a correction for an auto-closed shift directly from the alert, with an optional note explaining what happened. Admins review and resolve these requests in the Team Hub Overview.

Improvements

Stat cards now default to Today and list it first in the period picker across Dashboard, Leads, and Clients, with real Today views for Conversion Rate (today's converted vs created) and Onboarded (clients acquired today).
Contract-expiry reminders — and all other client reminders — now appear on the calendar.
The team filter option "Unassigned" has been renamed to "All-Teams only" so it's clearer what it shows.
Cleaned up duplicate member colors and made the color palette consistent across the app.

Bug Fixes

Team member colors now save reliably for everyone, including users on a custom-named role — previously the new color would preview on screen but quietly revert, so it never stuck. Your color now shows consistently everywhere: avatars, chat, and calendar.
Tasks assigned to "All Teams" now appear in every team's kanban, calendar, and list view. Previously they were hidden unless the board filter was set to "All Teams", so shared tasks could go unnoticed by individual teams.
The Checklists template editor now keeps your changes: dragging a step to reorder it saves instead of snapping back, renaming a step is kept, and a newly added step shows up immediately. Reordering and nesting are applied in one safe step, so rapid edits can no longer scramble the list.

v0.16.10June 12, 2026

Improvements

Attendance and presence tracking are now clearer and more reliable: the sidebar displays live working hours when clocked in, shift reminders use Romania timezone regardless of your device setting, and auto-close alerts tell you when the system closed your shift. Clock-out confirmations now warn you if you forget to confirm, and duplicate clock-outs show a helpful message instead of silence. The Status menu is labeled 'Presence' to stop confusion with time tracking.

Bug Fixes

The Scheduled stat card now counts reminders by their due date, so Today / This Week / This Month show distinct, correct numbers instead of repeating the same count across every window.
Fixed the Tasks board freezing when you create a new task before the board has finished loading. Previously a fast New Task click could leave the board stuck showing only the new card with no other tasks; the task list now always loads correctly.
Cosmos AI assistant no longer freezes on complex requests. When it runs into the same problem over and over, it now stops quickly and tells you exactly what went wrong, instead of going blank after about a minute and a half.
AI WhatsApp qualification now also reaches foreign leads (US, Canada, UK, Spain, and similar) whose phone number was saved with its country code but missing the leading "+" — for example a Canadian number stored as 15149994044. The system now recognizes these as international numbers and sends to them correctly instead of rejecting them as invalid. Numbers that are genuinely missing their country code are still flagged for review rather than guessed, so a message never goes to the wrong country.
The WhatsApp AI assistant no longer goes silent on leads. When a lead asks for the sales/team contact, the assistant now shares it and keeps the conversation going instead of shutting itself off. It also reliably answers the last message in a chat (previously a final message sent right after the bot's reply could be left unanswered), and follows up more naturally on short or unexpected answers.
Leads whose qualifying details arrive in a follow-up email now correctly pick up their automatic tags and assignment. Previously the routing rules ran only on the very first email, so when a lead was created first and the message with the matching details — for example a request for video content — arrived a moment later, that lead could stay untagged and unassigned. The rules now also apply when a later email updates a lead that already exists.

v0.16.9June 12, 2026

New Features

The Partner Program page can now travel back in time: a new time-range selector — This Month, Last Month, Last 3 Months, This Year, All Time — rescopes the whole page so your earnings and your referred-client list show just the period you pick. You can see exactly what you earned last month, for example.

Improvements

Referred-client filtering is cleaner and more predictable: the single 'Sort by Status' button that cycled through hidden options is replaced with clear status filters — Active, Trial, Past Due, Canceled, each showing a count — plus a proper sort menu with an ascending/descending toggle. The list also no longer hides clients beyond the first ten.

Bug Fixes

Marking a follow-up reminder as Done now clears it for good. Previously the reminder would briefly disappear and then snap back to its old date, so it looked like it was never completed — this happened both inside a lead and on the lead's own page.
Changing the company brand colour now works for every administrator — previously the new colour would preview on screen but quietly revert for team members on a custom role, so only the main account owner could make it stick. Anyone allowed to manage settings can now update it.
Searching leads with more than one word now narrows correctly to leads that match every word, instead of only the last one. Before, adding a second search word could surprisingly show more results instead of fewer — and the order you typed the words in changed what you got. Now the order no longer matters and each extra word makes the search more specific.
Leads that arrive by forwarded email now get the same automatic tags and assignment as leads coming straight from Gmail. Previously a forwarded contact form could land untagged and unassigned because the routing rules were never applied to it — so a lead asking for, say, video content would not pick up its matching tag. Forwarded leads now run through the exact same routing rules as every other email lead.
Partner Program earnings now match the real payments behind them — two referred clients were showing €100 more in total earnings than their payments justified, which inflated the headline figure; both have been corrected so the totals line up exactly with payment history.

v0.16.8June 11, 2026

Bug Fixes

Insight stat cards now keep a single active time window — picking This Month, This Week, Today or All Time switches the others off instead of stacking them, and any card saved with several windows on is automatically corrected to one

v0.16.7June 11, 2026

New Features

Quick Next Invoice picker now accepts an optional amount, counted in client revenue totals
The AI assistant can set a client's next-invoice amount
Admins can correct clock-in/out times with a full audit trail

Improvements

Leads search now also matches notes content and applies smoothly as you type instead of firing on every keystroke
Clearer labels distinguishing quick Next Invoice reminders from the full Invoice Schedule
Worked time and active time are now tracked separately in team attendance

Bug Fixes

Leads search no longer hangs or loads forever — searching is now fast across pipeline, list, orphan, archive and export views
Invoice reminders no longer interfere between billing systems — clients with both quick Next Invoice and Invoice Schedule reminders receive correct notifications
Navigating between leads with the on-screen arrows is now instant — the next lead opens immediately instead of showing a blank loading card
Team attendance: worked hours are no longer lost on auto clock-out (sessions close at shift end, not last activity), clocked-in members show as Present immediately, and all times follow Romania timezone
The AI assistant no longer sends generic placeholder replies or switches language mid-chat — it always answers with a real, on-topic message in the customer's own language
AI Automations settings now save reliably — an incomplete automation condition could previously block the Save button with a 'Failed to save' error and lock you out of changing any setting on the page; saving works again and the stray condition is cleaned up automatically

v0.16.6June 9, 2026

New Features

Lead card display settings — the Card Title (Name / Company / Website), which fields appear on each card, and their order — now save to your account and follow you across every device and browser, instead of being remembered in just one browser.

Improvements

Clearly invalid phone numbers (such as all zeros) coming from ad platforms are no longer saved on a lead.

Bug Fixes

Edits the AI assistant makes to your conversation flows now appear in the flow builder right away and stay visible after refreshing the page.
The WhatsApp "Fix in Meta" and "Open Meta Billing" buttons now open the correct Meta billing page instead of a "content isn't available" error; stale states self-heal on load, and billing-alert emails carry the corrected link.
Contact-form leads whose phone field contained a stray character (for example a "/" typed in place of a digit) no longer get an unrelated tracking number saved as their phone — the real number is now captured, and affected leads have been corrected.
Lead activity history now shows events in true chronological order — the "Lead created" entry was being timestamped seconds after later events and read out of order; it now appears first, with later events in sequence (existing leads corrected too).

v0.16.5June 9, 2026

Improvements

WhatsApp Usage Insights now show live messaging metrics without asking you to reconnect, restoring visibility on accounts that are already connected.

Bug Fixes

Website and form leads that Gmail grouped into a single email conversation are now all imported — previously some submissions inside a grouped thread could be missed.
Leads that ended up in a pipeline stage that no longer exists are now always placed in a real stage instead of disappearing from the board, with a quiet 'needs attention' alert if one ever slips through.
WhatsApp Account Health spam-rate warnings now reflect your account's actual quality rating, removing false alerts based on outdated history.

v0.16.4June 8, 2026

Improvements

Client money cards now show an honest recurring run-rate (Monthly Recurring + Annual Value) until real invoices exist, instead of repeating the same amount under three different labels.
The Deal Estimate now counts only active clients and ignores invalid free-text amounts, so the figure is trustworthy.
Removed the unfinished 'NPS Score' placeholder card.

Bug Fixes

Fixed the long-standing navigation glitch where the app could jump back to a previous page while you were on another page or typing — pages now stay where you put them.
One-time invoice schedules can now be created — setting up a one-off charge previously failed to save.
Revenue figures are no longer visible to team members who don't have revenue access.

v0.16.3June 6, 2026

New Features

Contract-end tracking for clients: set the date a client's contract ends (or enter notice date + period and it fills in automatically), receive a reminder 7 days before and on the end day, and the client automatically moves to Inactive when it expires.
Clients page now shows Monthly Value, Annual Value, Deal Estimate, and One-Time stat cards — recurring revenue, one-time charges, and deal estimates are tracked separately and never mixed.
Billing schedule form: added a Recurring / One-time toggle so one-time charges can be recorded directly without needing a separate setup.
Lead details panel: one-tap copy button next to phone number, email address, and website — copies to clipboard with a quick checkmark confirmation.
WhatsApp Phone Details now lists every phone number on your Meta account, each showing its name, quality rating, and which number the bot currently sends from.
Signup now asks new users for their name so teammates appear by name in the team list instead of only their email address.
Checklist Template Manager redesigned: each step's name fills the full row width, steps can be reordered by drag-and-drop, and nest/promote controls appear on hover for a cleaner layout.

Improvements

Leads page loads significantly faster for large accounts — the list now loads 50 leads at a time with infinite scroll instead of all at once, reducing the initial payload by up to 80%.
Cosmos AI: the chat panel stays open while you work in it; a prompt is no longer lost if sending fails; flow edits made via Cosmos now appear on the canvas immediately without a page refresh; Cosmos can now insert a question between two existing steps in a flow.
AI assistant now automatically moves a lead to the Qualified stage when they book a call or ask to speak with the team. It also understands timeframes in any language or format, no longer re-asks questions the lead already answered, and only applies interest tags when the lead shows real intent.
Notifications now respect role permissions — team members whose role cannot access Leads or Clients no longer receive "New lead" or "New client" alerts for records they are not allowed to view.
Email-forwarded leads that carry ad UTM parameters (from TikTok or Meta campaigns) now appear under their correct ad platform in Insights and Campaign Performance instead of generic "Email Forward".
Activity log entries now show the exact time of each change (not just the date) and the rows are more compact and easier to scan.
WhatsApp Usage: the Conversations count now shows the real number of bot conversations in the selected period instead of always showing 0.
Google Calendar now reflects task and reminder date changes within seconds instead of waiting a few minutes.

Bug Fixes

Back buttons (from a lead, client, conversation, or form) now always return to the list you came from — a long-standing bug could send you to a completely different, older page instead.
Lead detail navigation arrows (◀ ▶) are now clickable — previously only keyboard arrow keys moved between leads; clicking the on-screen arrows closed the card.
WhatsApp "Payment overdue" banner clears immediately once your account is active again instead of staying stuck for up to a day.
Revenue stat card no longer shows €0 for clients who have deal values but no recurring billing schedules.
Currency amounts on the Clients page and revenue cards now display correctly for organizations using RON or GBP instead of EUR.
Biweekly billing schedule: the date preview now shows the correct next billing date on first save.
Sign-in and sign-up page links (Forgot password, Terms, Sign up) no longer appear in the wrong brand color after switching away from a custom-themed account.

v0.16.2June 4, 2026

Bug Fixes

Lead cards no longer cut off the contact's name when there's no website — the "(no website)" note now sits on its own line underneath, so the name is always fully readable. The same fix applies when a card shows company or name and that field is empty.
The Report an Issue feedback panel is now clearly readable in light mode — the severity options (Low/Medium/High/Critical) and the "what's included" info box no longer appear washed-out, and the selected severity stands out clearly.
The lead Activity Log now shows who or what assigned each lead — a person, a routing rule, an ad-form rule, the AI assistant, a bulk action, or an import. Previously, automatically-assigned leads showed no trace of what triggered the assignment.
Pasted formatted messages no longer lose their bullet lists in task comments and notes — indented bullet points are now kept instead of silently disappearing, and previously-affected comments were restored.

v0.16.1June 3, 2026

Improvements

The lead detail panel now shows an "Add company" option when the Company field is empty, matching the Email, Phone, and Website fields — previously it was a blank line.
Notification toasts (info and Undo) now use your organization's brand color instead of a fixed blue, matching your theme automatically.
Leads dashboard: the Response Time card now shows a shorter, cleaner label under the number, with the "awaiting" count shown as its own badge when a period has no replies yet.
Checklist template editor now has clear Promote and Make sub-item buttons (instead of tiny arrows), and promoting a step sends it straight to the top as a main category.

Bug Fixes

Lead-routing rules now correctly assign inbound-email leads to the chosen team member — previously the leads landed in the right stage with the right tags but stayed Unassigned. Assignment now applies across all inbound-email paths.
Partner Income Opportunity page: Lifetime Earnings now shows total commission earned across your referrals instead of 0, each referred client row shows the date they started, and all amounts display consistently in EUR.
The "Qualified Leads" KPI now counts only leads qualified within the selected period instead of all qualified leads in the organization, and its percentage is measured against the period's lead volume.
Google Calendar sync now keeps tasks in the correct all-day vs timed format and converts cleanly between the two, instead of getting stuck or shifting times.
The WhatsApp AI assistant now applies the HOT / Warm / Cold lead labels during keyword-branching qualifying questions (e.g. "when are you looking to start?") — previously it answered conversationally but left qualified leads unlabeled.
WhatsApp usage dashboard: Meta message totals now load across This month / Last month / Last 3 months (previously showed 0 everywhere), the CMG conversation count reflects the selected period instead of always the current one, and accounts on an unlimited plan show "Unlimited" instead of a 200-conversation cap.
The AI assistant no longer freezes with a blank response when editing conversation flows — it now responds reliably, reports errors instead of going silent, and auto-repairs flows containing a question that was missing a saved answer-key.

v0.16.0June 2, 2026

New Features

Client KPIs and custom fields are now managed in one place — a single "Client Fields & KPIs" settings area with two sections (KPI Fields and Profile Fields). KPIs can now be typed, including range values like CPA "15–20 €" or ROAS "4–5", and are edited directly on each client. Existing KPI values are preserved.
Added a Usage section to the WhatsApp Business page: see how many template messages were sent (by type) with an estimated Meta cost, your included-vs-extra conversation usage, a usage trend, and quick links to your billing.
Added a Smart Tagging setting that controls whether the AI assistant may apply tags beyond those defined in your conversation flow. Available per-organization (AI Settings → Quick Toggles) and as a per-flow override in the Flow Builder. On by default — turn it off to restrict the assistant to only the tags placed in your flow.
Pasting formatted text (headings, bullet and numbered lists, quotes, bold/italic) into comments, chat boxes, and notes now keeps its formatting automatically instead of showing raw symbols like ** or >. Use Ctrl+Shift+V to paste as plain text.
The AI escalation handoff message is now editable in AI Settings, with automatic translation into the customer's language.
Checklist template steps can now be moved out of their group level by level back to the top with the up arrow, instead of being stuck among their siblings.

Improvements

Unified all in-app notifications to a consistent glass-style design with icons, Undo buttons where relevant, and proper dismissal.
The "template has an unmapped variable" warning in the WhatsApp AI conversation-flow routing editor is now a clear red warning with an icon, instead of dim text that was easy to miss — so you can't accidentally save a template that would fail to send.
In the offer setup, the Price field now accepts longer text with a live character counter, and the Done button is no longer cut off when a PDF is attached.
Added a clarifying note that WhatsApp header and body template variables are independent (for example, {{1}} in the header is not the same as {{1}} in the body).

Bug Fixes

You can now add a phone number, email, or website to a lead that was created without one — previously those empty fields showed only a dash with no way to fill them in.
Offers sent by the WhatsApp assistant that were arriving up to 5 minutes late now send instantly, and larger offer PDFs are delivered reliably.
Partner referrals now link at signup instead of only at paid checkout, so referred customers on a trial (or a manually-granted trial) are correctly credited to the partner and stay credited when they convert to paid.
Fixed the AI bot continuing to reply after a conversation was escalated to a human, and removed a false "display name not approved" warning shown on verified WhatsApp numbers.
Eliminated duplicate notifications on single actions (for example, creating a lead no longer shows two messages).
Fixed the @-mention and /-command menus in comment and notes boxes losing the cursor position when you backspace and retype — the menu no longer breaks or jumps while you edit.
Removed a duplicate error message shown when a WhatsApp template body starts with a variable.
Checklist step reordering now safely undoes itself and warns you if a save fails.

v0.15.12June 1, 2026

Bug Fixes

Extended the page snap-back and ghost-flash fix to every page where the AI assistant updates data in the background (Leads, Clients, Dashboard, and Tasks) — previously only the Tasks page was covered.

v0.15.11May 28, 2026

New Features

Starter plan now includes 3 team members (up from 2).
Tasks calendar quick-add: click the date in the popup to change the day, wider layout prevents text wrapping, and drag the event block to reschedule across days.
New Total Qualified Leads card on the Leads page — cumulative count of leads that ever reached a qualified stage, with day / week / month / all-time toggle (defaults to All Time).
New 'Range' custom field type for interval KPIs like CPA (15–20 €) or ROAS (4–5). Configure an optional unit symbol (€, %, x, or blank) and capture min/max bounds on lead and client fields; displays uniformly across widgets, tables, inline editors, and kanban chips.
WhatsApp Business page got a new Account Health section showing your messaging-limit tier and a drill-down of recent failed sends. Account health updates also now arrive in real time from Meta (template paused, quality drop, account under review) — no more waiting up to an hour for a refresh.

Improvements

Clearer wording for the lead-source automation setting in Settings → Lead Routing — it now explains in plain language what happens when you turn it on or off.
The option to color a stage's tasks on the calendar is now clearly visible in stage settings — easier to turn on.
AI flow builder question and fallback message fields now accept much longer text, with a live character counter so the length limit is always visible while you type.
WhatsApp template builder: 'Add Variable' now inserts numbered placeholders ({{1}}, {{2}}) instead of long auto-generated names (which Meta rejected). A mapping table below the body lets you set a sample value, pick a CRM field, and add a fallback per variable; live preview shows the substituted samples. Header supports 1 variable max (60 chars); legacy named-variable templates are flagged as unmailable and must be recreated.
WhatsApp / Meta account-status alerts now show the real reason when something is wrong instead of a generic 'possible billing issue' guess.
Removed dead or unused stat cards and toggles: stale Team Hub KPIs that were always showing 'No Data' or duplicating other KPIs, the Clients Churn-Rate period toggle that never actually changed the figure, and two unused scaffolding components.

Bug Fixes

The "awaiting first response" lead count no longer includes Lost leads — only genuinely open leads still waiting on a first reply count toward the response-time KPI.
Fixed the team-member assignment menu in the lead detail view that was opening off the left edge of the card.
AI WhatsApp assistant now applies the tags configured in your conversation flows again (for example tagging leads HOT or Warm based on when they want to start) — these had stopped firing. The flow builder also reliably remembers which answer leads to which step.
Fixed random page snapbacks and ghost page flashes during navigation; tasks and bot activity no longer trigger unexpected jumps or loading glitches.
Leads page totals are now accurate: Volume and Performance Insight cards were silently capped at 1,000 and now show real totals (one workspace's Volume jumped from 1,000 to 1,552). Clients stats are no longer capped either.
Stat cards now respect role-based access — members with restricted scope ('own' or 'team') no longer see org-wide totals on the Leads, Dashboard, and Clients pages, and the Recent Activity widget no longer leaks colleague lead details. Team Hub per-member performance can only be read by users with team-management permission.
Removed contradictory WhatsApp status indicators (banner saying CRITICAL while the card said 'no issue') — one source of truth now drives every WhatsApp surface across the app.

v0.15.10May 27, 2026

New Features

The Revenue insight on the Clients page now shows your true monthly recurring revenue — every active recurring client counts toward the month, and amounts in RON, EUR, USD and other currencies are converted into your account's currency using daily exchange rates. The figure still respects your team, status and tag filters.
Task stages can now use their own color on the calendar view. When enabled in task-stage settings, tasks in that stage display in the stage's color instead of creator/assignee color, so key stages like meetings or events stand out consistently.
Checklist template steps can now be organized into indented sub-levels with clear indent and move controls and a visible hierarchy; indenting no longer triggers errors or moves the wrong item.
Redesigned the lead-routing rule condition builder for clarity. Conditions are now organized into groups: everything inside a group must match (AND), and a lead matches the rule if it falls into ANY group (OR), shown with clear "OR" separators between group cards. A plain-English summary under the builder shows exactly what each rule matches. Existing rules were automatically simplified into the new structure with no change to which leads they match.

Improvements

WhatsApp template previews now show the configured buttons (including link buttons) in the variable-mapping screen, and link buttons are clickable so you can check where each link goes.

Bug Fixes

Moving a task now shows the proper team icons in the picker instead of internal icon code-names.
Active filters now display tag names and team-member names instead of internal ID codes, and a lead's "Assigned To" field now shows the person's name.
Pasting an image into a task's notes no longer interrupts your typing the moment the upload finishes — you can keep typing while an image uploads.
Meta and TikTok ads leads are no longer silently lost when a returning contact (same phone number, no email on file) submits a new form — the existing lead is now updated with the new submission instead of the form being dropped.
WhatsApp message templates — the variable picker now works correctly: choosing Name, Email, Phone or a form field inserts a valid variable, incompatible mixed variable styles are blocked, and example values are requested up front so Meta approves the template instead of rejecting it.
Cosmos AI assistant now edits the conversation flow you're currently viewing in the Flow Builder instead of a different one, and no longer reports success when an edit actually fails.
Fixed the app unexpectedly jumping back to a previous or wrong page while navigating between sections.
Opening a task and changing its date or time on a busy calendar day no longer freezes the screen; scheduling conflicts are still shown as an inline warning.

v0.15.9May 25, 2026

New Features

AI WhatsApp — phone numbers that can't be safely converted to international format are now flagged for review with inline edit and skip, plus a new "Phone numbers needing review" list. A per-organization default phone region setting controls how local numbers without a country code are interpreted.
Offers — the Resend Offer dialog now lets you save the intro message as a reusable template and pick from your saved templates, matching the main Send panel.
TikTok and Meta historical lead import now lets you choose which connected ad account(s) to import from.

Bug Fixes

AI WhatsApp qualification now reaches leads whose phone numbers were saved without a country prefix — the system auto-corrects them to proper international format before sending.
Creating or editing a client, creating a lead, and bulk actions on leads and tasks (status, priority, assign, team, tags) now show a single confirmation toast instead of two stacked ones — the undo toast is the single source of truth.
The Leads "Response Time" insight now measures how long until a real person first works a lead — automatic actions taken by the AI assistant no longer count, and leads only the bot has touched show as "awaiting response" instead of already handled.
WhatsApp assistant offers — when an offer PDF is sent, the configured price now appears alongside it (previously only the file name showed); the price label follows your offer language (RO/EN).
WhatsApp templates now check personalization variable mappings before sending, preventing silent send failures and giving clear feedback when a required variable is left unmapped.
TikTok and Meta "Import Historical Leads" no longer gets stuck on "Importing…" forever — imports now run in the background and finish reliably.
Calendar week and day views now show overlapping events in a cascading stack (like Google Calendar) instead of side-by-side slivers; shorter tasks layer on top of longer ones so they stay readable, and completed tasks show with faded text.

v0.15.8May 24, 2026

New Features

Offers now have a free-form description field above the items list — write anything (for example "3% from NET sales, min 1000 EUR + VAT/month"), and leu / EUR / $ amounts auto-format on the public offer page and in the email.
AI Conversations now shows a Lead Stage column with an in-place dropdown to move a lead to a different pipeline stage, on both the Active and Completed tabs (desktop).
Checklist items now support up to 4 levels of nesting with familiar Office-style bullets — indent child items under parents, and the nesting is preserved when the checklist is applied to a lead or client.
Images inside task, lead, client, and team chat comments can now be clicked to open the full-size viewer with zoom, download, and swipe between images — previously they were stuck as small, non-clickable previews.

Improvements

Offers — the auto-generated greeting and item list have been removed from the email and WhatsApp message bodies, so you fully control the wording (the offer card still shows the items visually in the email). The WhatsApp send dialog no longer has a separate template box — a single Intro Message field now controls both email and WhatsApp.
Task kanban cards assigned to you now have a stronger highlight, so "your task" reads as deliberate emphasis instead of a barely-visible tint.

Bug Fixes

Dismiss, "Mark as read", and "Clear all" in the notification panel now save reliably. Clicks had been silently failing for weeks — the buttons looked like they worked, but the change never reached the server, so items reappeared on refresh.
Task comments now keep a pasted image when you close the comment or the browser tab before sending — previously the text was kept but the image was silently dropped.
The confirmation after creating a task now reads "Task created" instead of "Created: Untitled".
TikTok leads flow into the CRM again — the integration was updated for TikTok's new lead-form identifier format (Lead Gen 2.0). The integration card now also warns you when TikTok forms can't be found, so a future break won't silently lose leads for days.
Leads — Card Display Settings: when Card Title is set to Website or Company and a lead doesn't have that field, the card now shows the lead's name with a small "(no website)" / "(no company)" tag, instead of silently showing the name as if the setting were ignored.
Resend Offer — the intro message you type now replaces the whole WhatsApp message body (it was being dropped), so what you write is what the recipient sees, plus the offer link. Copy Message now warns you to send the offer first when no link exists yet, instead of copying an empty message. Duplicating an offer to a new recipient now also copies the description, intro message, language, and uploaded PDF — not just the items.
Leads — switching the Card Title option (Name / Company / Website) now updates every kanban card instantly, without a page reload.
Calendar week view — the reminder pill now appears on top of task blocks, and completed tasks have readable text on their faded backgrounds.
Leads page — the Lost Leads and Conversion cards no longer show impossible percentages (such as 1325%). The Today / This Week / This Month figures now count only leads created in that period; All-Time figures are unchanged.
Shared views (tasks, leads, clients, meetings) no longer show stale data — when a teammate updates an item, everyone now sees the new state without clearing their browser cache.
Flow Builder — Offer node pricing now works in both Upload-PDF and Select-Service modes, the Question node's "Required" toggle now saves correctly, and creating a new flow now switches to it automatically.
Historical lead imports (Meta Ads, TikTok Ads, CSV) now keep each lead's original submission date, so the board shows and sorts by when the lead actually arrived. Historical leads are tagged "historical-import" and skipped by welcome messages and AI auto-flows.
Checklists — archived templates can now be restored or permanently deleted with a two-step confirmation, saving a template now shows a "Template updated" confirmation, and the Apply Checklist button is now clearly readable when no template is selected.
Pipeline stage editor — marking a renamed default stage (such as "Qualified" or "CALIFICAT") as qualified or lost now saves, instead of snapping back off after the confirmation appeared.

v0.15.7May 23, 2026

New Features

Comment edit now supports image paste, rich formatting, and @-mentions on both lead and task comments — the same toolbox available when typing a new comment.
Lead Routing — switching a rule's source no longer blocks when existing conditions are incompatible. A confirm dialog ("Clear N conditions and switch?") appears, letting you proceed or cancel.
Account ID is now shown under each connected Meta Page and TikTok Advertiser in Settings → Integrations, on its own line in monospaced digits for easy copy.
Create Lead now shows the welcome WhatsApp message delivery status (sent or failed) in a toast so you know immediately whether the lead received it.

Improvements

Notification toasts now stack expanded — when two undoable toasts fire back-to-back (e.g., move-to-stage then archive), both cards stay fully readable instead of the newer one covering the older.
Form answer picker (lead routing): accessibility labels now reflect answer context instead of question context.

Bug Fixes

Notification dismiss, "Mark all as read", Resolve, and Complete actions now show a red error message at the top of the screen if the server rejects the action (typically because your login session is old). Previously the buttons looked like they worked but nothing actually changed — items would reappear on refresh with no warning.
TikTok leads now process reliably regardless of whether the integration tile shows "connected" — the lead is accepted as long as the webhook is signed and the advertiser is yours.
Meta lead-routing rules now match all events reliably. If a form ID is missing, the event is queued for automatic retry instead of being silently skipped.
TikTok Lead Routing form picker now populates within seconds of connecting TikTok instead of waiting for the next overnight sync.
Form answer condition (TikTok and Meta lead routing) now suggests actual answer values from prior leads instead of question labels.
Editing a comment no longer silently strips its formatting and inline images. Plain-text edits now preserve any image or formatting in the original.
Pressing Enter on an empty comment in edit mode now shows a "Comment cannot be empty" toast instead of silently doing nothing.
Lead detail modal now shows "Source: Manual" for leads added manually — previously showed "Source: Unknown".
Create Lead modal — buttons are no longer clipped on tall forms.
Task and chat comment drafts: pasting an image and closing the browser tab before pressing send now persists the draft. If the upload was interrupted, a clear "image was interrupted, paste it again" marker appears where the image was.

v0.15.6May 23, 2026

New Features

Lead Routing — opening "Create rule" now starts on the first integration your account has linked (Meta, TikTok, or Gmail in that order) instead of always defaulting to Meta. Deep links from the in-list filter chevron still pre-select the intended source.
Lead Routing — when you create or edit a rule, the position chip is now a dropdown so you can pick exactly which slot the rule lands at (1 to N+1), instead of always defaulting to 1.
Lead Routing — the kebab menu ("…") on each rule gains a "Duplicate rule" action that clones the rule (conditions, actions, ELSE actions, source) as a disabled copy named "<Original> (Copy)", so you can tweak it without competing for leads.
FitActive can now receive up to 800 leads per month while staying on the Starter plan. The Starter plan's default monthly cap is unchanged for everyone else.

Improvements

Offer send and resend — PDF fetch failures (expired link, deleted file) now surface to monitoring instead of silently dropping the attachment.

Bug Fixes

Task comment drafts — if an image you pasted fails to upload before you switch tabs or close the modal, the draft now shows a clear "image was interrupted, paste it again" marker where the image was, instead of a silent gap when restoring an unsent comment.
Default view in Tasks now honors "All Teams" reliably — the dropdown and the board always match, including the rare case where a teammate had a team saved but later lost membership.
Dismissing an AI alert or escalation from the notification bell now persists. Previously the X and "Mark all as read" looked like they worked but the rows came back on refresh. Single-row dismiss, mark-as-read, and "Mark all as read" are all covered.
Resend Offer now prefills the recipient phone, includes the offer link in the WhatsApp message, and re-attaches the uploaded PDF to the resend email.
The Reject link on the public offer page now reads "Refuză oferta" in full instead of the truncated label.
WhatsApp send now aborts with a clear toast if the offer link cannot be prepared, instead of silently opening WhatsApp with a broken message.
Cross-organization PDF reads in the offer send and resend flows are now blocked — a teammate of another organization can no longer trigger a read of your offer PDF.
Undoable actions (create task, AI conversation mode toggle, clock-in / auto-stop / retroactive clock-in toggles, conversation assignment) no longer fire two notifications — you now get exactly one toast per action, with the Undo button intact.
WhatsApp template variable mapping (Configure Variables dialog) now actually saves — clicking "Save Mapping" persists the field and fallback selection, so reopening the dialog shows what you saved.

v0.15.5May 22, 2026

Improvements

The Source label on a lead now shows the channel it came from automatically — Gmail and forwarded email leads show "Email", and API-imported leads show "API". Before, these could render as "Unknown" even when the system knew the source.
Lead Routing settings has a new "Auto-set Source from channel" toggle (on by default) — leave it on and the Source label is set for you, or turn it off if you want routing rules to control it via tags.
The "Default source" text field has been removed from the routing rule editor — the source is now detected from the channel itself, so there is nothing to fill in.

Bug Fixes

Saving a new email-routing rule no longer fails with a generic "Failed to create rule" message when the integration's existing rules have packed their priority numbers to the top of the allowed range — the priorities are silently renumbered down and the save succeeds.
When a routing rule save does fail for a different reason, the error banner now shows the actual reason (rule name too long, invalid status, etc.) instead of a generic message.

v0.15.4May 22, 2026

Improvements

Lead Routing rule editor — each condition row now shows small always-visible Field / Condition / Value labels above the pickers, making rows easier to scan.
Pricing — the Starter plan now includes five hundred leads per month (up from four hundred), at the same price.

Bug Fixes

Lead Routing — adding a condition now defaults to a field that fits the selected integration (Subject for forwarded email, Lead name for API, Form answer for Meta/TikTok), so new conditions no longer start on a placeholder you had to manually change.
Lead Routing condition builder — operator options now match the underlying field type (numbers, dates, true/false, dropdowns each show only the operators that make sense), and matching on phone numbers ignores formatting differences (+40 / 0040 / leading zero all match).
WhatsApp AI bot — when a chat flow's offer step has a PDF attached and the lead's reply matches the offer keyword, the bot now sends the PDF with your custom pitch as the message caption (previously it could skip the PDF and ask another question instead).
AI Bot Settings — typing, clicking to position the cursor, selecting, copying, and deleting in the Custom Instructions and Business Description fields now line up exactly with the visible text (previously the cursor and selection were off by a few pixels).
Lead Routing — opening the Create rule form right after saving another rule no longer pre-fills the form with the previous rule's data (covers the page-reload save path that an earlier fix missed).

v0.15.3May 22, 2026

Bug Fixes

Fixed an issue where opening the Create rule form could pre-fill the form with the most recently saved rule's data after a successful save.

v0.15.2May 22, 2026

Improvements

Gmail Apps Script setup screen has been streamlined — the historical import option that was not actually supported has been removed so the page now reflects what the integration really does.
Integrations list now says "No leads yet" for a connected Gmail forwarder that has not received mail, instead of the misleading "Setup Required" label.
Saving an offer intro template now shows a clear error message when something goes wrong, instead of silently failing.

Bug Fixes

Saving a new lead routing rule now reliably returns you to the rules list — previously the page could stay on the editor with a green "Saved" badge even though the rule was already created.
Changing the source on a lead routing rule that has no conditions no longer shows an incorrect "conditions are incompatible" warning — empty rules switch cleanly.

v0.15.1May 21, 2026

Bug Fixes

Fixed an internal build issue that was blocking new updates from going out — improvements now ship to the live app normally again.

v0.15.0May 21, 2026

New Features

Refuz oferta direct din linkul primit — clientul poate acum sa refuze oferta din pagina, sa scrie un motiv, iar tu primesti o notificare si un task de follow-up creat automat.
Vezi PDF-ul ofertei direct in pagina, fara descarcare — pagina cu oferta afiseaza acum documentul inline, alaturi de butoanele de acceptare si refuz.
Salveaza mesaje de introducere ca template — poti salva orice mesaj de intro si sa-l refolosesti la trimiterile urmatoare, fara sa rescrii de la zero.

Improvements

Ofertele pleaca acum intr-un singur eveniment — nu mai apar doua randuri in activitatea lead-ului la fiecare trimitere.
Statusul ofertei se actualizeaza singur in card cand clientul accepta sau refuza — nu mai e nevoie de refresh.
Activity log-ul primeste si trimiterile, nu doar acceptarile — ai o imagine completa a fiecarei oferte.

Bug Fixes

PDF-ul atasat la oferta nu se mai pierde la trimitere — documentul ajunge corect la client de fiecare data.
Acceptarea ofertei nu mai poate fi suprascris de un refuz trimis simultan — statusul final este intotdeauna cel corect.

Security

Imbunatatiri de securitate in modulul de oferte.

v0.14.69May 21, 2026

Bug Fixes

Notifications you clear from the bell panel now stay cleared. The links at the bottom of the panel were replaced with a Clear button — one click empties the open tab, and on the All tab a second button can clear every notification at once (with a confirm prompt). For escalations, the AI assistant won't re-alert you on the same lead after you clear it. The pile of old escalations that had built up on some accounts was also wiped in one go.

v0.14.68May 21, 2026

Bug Fixes

Your draft comment is now kept when you close a task without sending — and if an image upload was interrupted, you'll see a clear note telling you to paste it again.

v0.14.67May 21, 2026

Bug Fixes

Images pasted into Task Notes are no longer cropped or squished. Previously every image you uploaded — screenshots, photos, anything wider than tall — was getting silently center-cropped (about 8% sliced off each side) by the image optimizer, and even the full-screen preview showed the cropped version. Now every image keeps its original proportions all the way through, in the editor and the preview.

v0.14.66May 21, 2026

Bug Fixes

The Tasks page now truly respects your "All Teams" default view. The earlier fix made the setting savable but anyone whose preference was still on the old default kept landing on a single team's board even though the dropdown read "All Teams". The board now matches the dropdown for everyone — no re-clicking needed.

v0.14.65May 20, 2026

New Features

Lead Routing rule editor: form-value picker is now searchable for TikTok Ads. The list of TikTok forms refreshes automatically every day, and any new form auto-appears the next time a lead arrives from it.

Improvements

Lead Routing operator menu now hides options that don't apply to the field you picked (form question/answer, lead source, email sender), and the searchable question/answer picker stays visible when 'contains' is selected.

Bug Fixes

Task notes no longer briefly show the ugly literal text `[image]` while a pasted image is loading — you now see a soft pulsing placeholder until the image renders.
Start AI Qualification now sends the WhatsApp template you actually configured on the flow, even right after you just edited it. Previously an out-of-date local copy could make the dialog send the old welcome template instead of your new campaign template. Now the dialog pre-selects the lead's assigned flow (not the org default), the flow list refreshes after any flow edit, and the server double-checks the chosen template against the flow before sending — silently correcting any mismatch.

v0.14.64May 20, 2026

Bug Fixes

Editing an overdue reminder on a lead now actually saves — the card no longer reverts to the old date after closing the dialog.

v0.14.63May 20, 2026

Improvements

Behind-the-scenes: one canonical helper now wraps every internal AI worker dispatch with the safety guards we learned this week — including the Windows-specific compatibility fixes — so future internal worker launches inherit those protections automatically instead of having to remember each one.

v0.14.62May 20, 2026

Bug Fixes

Behind-the-scenes: rare branch-merge conflicts where one side adds or deletes a file the other modified are now correctly handed to the auto-resolver instead of silently slipping through and confusing the next gate step.
Behind-the-scenes: new task-branch worktrees now safely re-create shared package links even if a previous run left a stale or wrong-target link, refusing to overwrite real directories so user data is never destroyed.

v0.14.61May 20, 2026

Bug Fixes

Behind-the-scenes: prevented a recurring case where merging a finished task branch could wipe a handful of installed packages from the main workspace — the merge clean-up now safely detaches every shared link inside the worktree (including nested build-cache shortcuts) before removing it, so completing a merge no longer eats packages and needs a manual reinstall.

v0.14.60May 20, 2026

Improvements

Added a runtime safety guard: any future caller that mistakenly asks for a permanent account ban during a routine flow (password reset, member removal, role change, logout) is automatically downgraded to a session-only revocation and reported to error monitoring, so the same class of bug cannot silently recur.

Bug Fixes

Password reset no longer locks users out of their own account. A bug in the session-revocation step was treating routine password resets as full account suspensions; affected users (cecilia@skygardenresidence.ro, albert.stefanescu@entreprenation.ro) have been restored and the flow now correctly invalidates existing sessions without banning the account.
Removing a team member from an organization no longer permanently bans that user from logging in elsewhere; their sessions are invalidated, but the account stays active for any other org they belong to.
You can now add images anywhere in task notes — pasted images drop in right where your cursor is, instead of always jumping below the text.
Images in task notes can now be moved up or down — hover over an image to find the new move buttons.
Tasks board no longer shows a task under the wrong team's filter — tasks now stay on their correct team's board without needing a refresh.

v0.14.59May 20, 2026

Improvements

Behind-the-scenes: workflow now automatically resolves trivial line-overlap merge conflicts during integration, so simple branch collisions no longer block work for days; genuine design conflicts still surface a single in-session prompt so the operator can pick the right merge in seconds instead of reopening the work later.

Bug Fixes

Behind-the-scenes: branches previously parked for human review can now be re-queued directly once fixed, removing a needless intermediate step that was occasionally leaving work stuck.

v0.14.58May 20, 2026

Bug Fixes

Behind-the-scenes: improved the internal task-completion review so deeper issues are caught before a task is closed instead of resurfacing days later.

v0.14.57May 20, 2026

Bug Fixes

Behind-the-scenes: stopped a recurring internal-pipeline issue that was leaving background processes running after automated checks.

v0.14.56May 20, 2026

Bug Fixes

Behind-the-scenes: re-restored a couple of internal build pieces that went missing during a routine merge.

v0.14.55May 20, 2026

Bug Fixes

Behind-the-scenes: refreshed internal build dependencies to restore a couple of missing pieces.

v0.14.54May 20, 2026

Bug Fixes

Behind-the-scenes: fixed a false stop in the internal release process that could needlessly halt routine updates.

v0.14.53May 19, 2026

Bug Fixes

Behind-the-scenes: improved the internal release process so routine version updates no longer collide when several changes are prepared at the same time.
Screenshots and images pasted into a task comment are now kept if you reload the page before sending.

v0.14.52May 19, 2026

Bug Fixes

Behind-the-scenes: hardened the internal code-integration pipeline so routine maintenance updates no longer block automated merges.

v0.14.51May 19, 2026

New Features

When you convert a lead into a client you can now choose the client's status — Onboarding, Active, In Process, On Hold and more — right in the conversion window. Previously every converted client was always set to Active.

v0.14.50May 19, 2026

Bug Fixes

The assigned team member now appears immediately on the lead card and inside the lead window when you assign them — no page refresh needed. This also applies when you assign from one place and then open the lead from another.
Fixed a problem where the Leads board could fail to load with an error for some team members.

v0.14.49May 19, 2026

Bug Fixes

Creating a task no longer shows a false "failed to create" error when the task was actually created and saved.
Adding a task from the calendar can no longer create it twice if you press Enter or click Save in quick succession.

v0.14.48May 19, 2026

Bug Fixes

Fixed the AI WhatsApp assistant occasionally applying the wrong kind of tag to a lead during a conversation — for example labelling a brand-new lead as a returning customer. The assistant now only adds tags that describe what the customer is interested in, and no longer touches status or source tags, which stay under your team's control.

v0.14.47May 19, 2026

Bug Fixes

Escalation notifications you clear from the bell panel now stay cleared — they no longer reappear while the assistant keeps chatting with that lead.

v0.14.46May 18, 2026

Improvements

When WhatsApp rejects one of your message templates, the Template Library now shows the reason it was turned down — so you know what to fix before resubmitting.

v0.14.44May 17, 2026

New Features

The notification bell now opens into six tabs — All, Escalations, Mentions, Tasks, Alerts, and History — each with its own unread count badge, so you can jump straight to what matters without scrolling past everything else.

Improvements

Escalation alerts that need your attention are highlighted in orange and pinned to the top of the Escalations tab, making it immediately clear when a lead has been assigned to you.
A new toggle in My Account → Notifications lets you turn escalation alerts on or off independently of other notification types.

v0.14.43May 16, 2026

New Features

The date filter on the Leads page now opens a real calendar where you pick a start and end date across two months side-by-side. One-click presets — Last 7 Days, Last 30 Days, This Week, This Month, and more — are listed on the left for quick access. The old 'on or after / on or before' option chips have been removed.

v0.14.42May 16, 2026

Bug Fixes

Fixed automatic lead tags sometimes being applied from ad-campaign tracking data instead of the lead's real details — imported leads no longer pick up tags like "Website" or "Leads" that came from the campaign name rather than what the customer actually wrote.

v0.14.41May 16, 2026

Bug Fixes

Clicking a reminder in the calendar now opens that lead's card right there on the calendar, instead of taking you away to a separate page.

v0.14.40May 16, 2026

Bug Fixes

Tags on the Clients page now update instantly. Previously, turning a tag on or off made the page pause with a loading cursor while it refreshed the entire client list — now the change appears immediately and the list stays in sync in the background.

v0.14.39May 16, 2026

Bug Fixes

The schedule-conflict warning popup now also appears when you edit an existing task — previously it only showed when creating a new task, so edits that caused an overlap went unnoticed.
Schedule-conflict detection now checks whether a task is assigned to a team and flags any team-wide overlap, not just conflicts with the individual assignee.
Tasks created by clicking a slot on the calendar now automatically set you as the assignee and fill in your primary team — previously the task was saved with no owner and no team, even if your Task Settings had auto-assign defaults turned on.

v0.14.38May 16, 2026

Bug Fixes

Fixed Ctrl+Z undo when moving a lead between Kanban columns. If you right-clicked a lead, picked another stage, then pressed Ctrl+Z to undo, the lead sometimes looked stuck in the new column with the wrong counts — you had to refresh the page to see it back where it started. Now the board updates instantly the moment you undo a move.

v0.14.37May 16, 2026

Bug Fixes

Fixed the 'Send WhatsApp welcome message' option in the Create New Lead window. Previously, if your AI bot had no conversation flow set up, the form got stuck — the Create Lead button stayed greyed out and you couldn't save the lead at all. Now creating a lead always works: when no AI flow exists the option clearly points you to AI Settings to set one up, and when you do tick it the welcome message is reliably sent.

v0.14.36May 16, 2026

Bug Fixes

Assigning a team member to a lead from inside the lead detail window now updates the lead card on the board behind it right away — no page refresh needed. Previously the card kept showing 'Unassigned', and reopening the lead also still showed the old assignee until you reloaded the page.

v0.14.35May 16, 2026

Bug Fixes

Notifications you dismiss now stay dismissed; they no longer briefly reappear when you reopen the notifications panel.

v0.14.34May 15, 2026

Bug Fixes

Fixed a glitch where switching quickly between browser tabs could make the app jump back to a page you had just left.
Fixed a rare glitch where switching between pages very quickly could briefly show a faint leftover of the previous page.

v0.14.32May 15, 2026

Improvements

Press Ctrl+Z to undo many more actions across the app — task tag and assignee changes, bulk status and priority updates, assigning tasks to a team, marking tasks complete in bulk, saved view favorites and deletions, client team changes, WhatsApp conversation assignments, enabling or disabling the AI assistant per lead, and org-level settings like clock-in popup, retroactive clock-in, and auto-stop schedule. All of these now undo within 30 seconds, no save button needed.

v0.14.31May 15, 2026

Bug Fixes

Checklist template editor: the 'Save Changes' button is now clearly visible on dark theme. Previously it blended into the background and looked like an empty space.
Checklist template editor: item names now have room to breathe — wider editor with more space for the step label, so longer names like 'Acces platforma' aren't cut off mid-word.
Checklist template editor: the small button to add a new step now reads 'Add' instead of just a tiny icon, so it's obvious what to click after typing a new step name.
Checklist template editor: the small '+1d', '+2d' pills next to each step are now a clearly clickable chip with a one-click 'clear' option that shows up on hover — so you can remove a due-date offset without opening the editor.
Checklist template editor: the color you pick for a template now tints the left edge of the selected row in the templates list, so the color picker actually communicates which template you're working on.

v0.14.30May 14, 2026

Bug Fixes

Improved reliability of permission checks during brief authentication refresh windows — eliminates rare cases where pages like Meetings or Offers would briefly load then snap back to the dashboard.
Pages with restricted access now redirect to a dedicated permission-denied screen instead of silently returning to the dashboard.

v0.14.29May 14, 2026

New Features

Added a 'Custom Date Range…' quick filter on the Leads page, right next to the 'Last Weekend' shortcut. Click it, pick any start and end date, and the leads list narrows to leads created in that range — no need to dig through the field picker.

v0.14.28May 14, 2026

Bug Fixes

Task scheduling conflict popup now fires reliably when you create a task that overlaps another team member's existing task. Previously, if you clicked Create Task very quickly after picking the date and assignee, the warning could be skipped and the task created silently. The conflict check now happens at the moment you click Create, so the warning appears every time there is a real overlap. Bonus: cancelling the new task while the check is still running no longer accidentally creates the task in the background.
When a task is automatically synced to Google Calendar at creation time, you now see a single 'Added to Google Calendar' notification instead of two overlapping notifications in the corner.

v0.14.27May 14, 2026

New Features

AI Settings → Behavior now has a new 'Pre-Flight Lead Routing' section. When a new lead writes your WhatsApp bot for the first time, the bot can now use what the lead already told you on the form (plus their notes, tags, AI summary, and custom fields) to figure out which conversation branch fits — and skip straight to the relevant follow-up question. Previously the bot always asked the routing question again, even when the lead had already answered it on the form (e.g. a lead who wrote 'I'm opening an online store for eyelash extensions' was still asked 'do you sell products online, offer services, or just starting out?').
Pre-Flight Lead Routing is off by default. To enable: open AI Settings → Behavior, toggle it on, pick a confidence threshold (75-85% recommended), choose which lead context to use (form responses, notes, AI summary, tags, custom fields), and pick an acknowledgment style (off / brief / full). Only kicks in for the first message of a new conversation — never overrides an existing routing slot.
Each conversation now records the pre-flight routing decision (which branch was matched, how confident, what context was used) as a lead activity, so you can audit why the bot started on a particular branch.

v0.14.26May 13, 2026

Bug Fixes

Lead reminders now show up inside the Tasks calendar alongside your tasks — you no longer have to switch to Google Calendar to see them. They appear as amber pills (red if overdue), and clicking one opens the lead directly.
The 'Open in CRM' link inside reminder events in Google Calendar now opens the specific lead detail page instead of dropping you on the leads list with no card selected.

v0.14.25May 13, 2026

Bug Fixes

When you assign a team member to a lead from inside the lead detail card, the Kanban column behind now updates instantly — previously the card kept showing 'Unassigned' until you refreshed the page. Assigning from the Kanban card chip or the bulk assign toolbar was already working; the lead detail card now matches.

v0.14.24May 13, 2026

Bug Fixes

The AI Conversations page now shows specific outcomes for completed and timed-out chats instead of labelling everything 'Expired' or 'Completed'. You can tell at a glance which leads were qualified, marked not qualified, told you they were not interested, handed off to a human, failed mid-conversation, or simply never replied.
The status filter on the Active and Completed tabs only offers options that actually apply to that tab, and every option you pick now changes the list — previously several options silently did nothing.

v0.14.23May 13, 2026

Bug Fixes

The 'Check Your Email' verification page no longer shows a misleading 'email sent' success when the address is already verified or doesn't have an account — the resend button now responds consistently and you won't sit waiting for a message that was never going to arrive. If you land on that page while already signed in to a verified account, you are taken straight to the dashboard.

v0.14.22May 13, 2026

Improvements

Bulk AI dialog now explains why a WhatsApp send failed - categorized reasons like "Not linked to a WhatsApp account", "Invalid phone number", "No phone number", "WhatsApp Business account suspended", and "Rate-limited by Meta", so you know exactly which leads need a data fix vs. attention from Meta.
Single-lead "Start AI" button shows the same per-phone failure reasons when sending to multiple numbers, instead of only the last error.

v0.14.21May 13, 2026

Bug Fixes

Toggling tags on the Clients page now stays toggled — previously the checkbox could flip back on a moment after you turned it off (and vice-versa) because the background data refresh was overwriting your click. Pressing Undo also no longer flips it again.

v0.14.20May 13, 2026

Bug Fixes

Editing a lead or task reminder via 'Change reminder time' now updates the existing reminder — previously it silently created a second reminder alongside the old one, and the title field came up blank so you couldn't tell what you were editing

v0.14.19May 13, 2026

Improvements

The meeting details popup is now noticeably wider on large screens, so the transcript and summary breathe instead of being squeezed into a narrow column

v0.14.18May 13, 2026

Bug Fixes

Typing a space while the @mention search is open now closes it and keeps what you typed — previously the search dropdown stayed open even when you clearly moved past it
Following a task link from another task's comments now opens it with the correct notes — previously the title and date would switch but the previous task's notes could remain visible, and a repeat click on the same link sometimes appeared to do nothing

v0.14.17May 13, 2026

Bug Fixes

Hitting the sign-in rate limit now shows a clear message asking you to wait before trying again, instead of displaying a confusing technical error

v0.14.16May 13, 2026

Bug Fixes

Opening a task no longer shows empty search dropdowns over the notes — this happened when notes contained incomplete mentions or commands left over from a previous editing session

v0.14.15May 13, 2026

Bug Fixes

Escalation notifications no longer reappear in the notification panel after you dismiss them when the lead continues the conversation

v0.14.13May 13, 2026

Bug Fixes

Lead names from booking form submissions now extract correctly — previously the entire form body was placed in the name field for booking-request emails sent by the FluentForm plugin. New leads also show the correct source when the plugin is detected.

v0.14.12May 12, 2026

Bug Fixes

Forwarded emails with only an HTML body now produce readable lead notes — fixes form notifications from Elementor, Contact Form 7, and similar plugins where the message was previously dropped

v0.14.11May 12, 2026

Bug Fixes

Emails forwarded from external addresses now correctly extract message body and sender info — fixes garbled notes appearing on forwarded leads

v0.14.9May 12, 2026

Bug Fixes

Forwarded emails from cPanel no longer get incorrectly rejected as duplicate messages — only genuine loops (where an email passes through the same address twice) are blocked

v0.14.8May 12, 2026

Improvements

Forwarded emails from cPanel are now correctly matched to the right inbox address, preventing silent failures when the forwarding rule preserves the original recipient instead of the CRM token address

v0.14.7May 12, 2026

Improvements

Email forwarding diagnostics expanded with detailed step-by-step tracing to pinpoint exactly where a forwarded message stops when it doesn't reach the CRM

v0.14.6May 11, 2026

Improvements

Email forwarding diagnostics improved for faster issue detection when forwarded leads aren't arriving

v0.14.5May 11, 2026

Bug Fixes

Contact form leads from email were silently ignored for several days due to a misconfigured import rule — all affected leads have been recovered and the rule now matches correctly
Saving an import rule with conflicting filters on the same field now shows a clear error instead of silently dropping all matching leads

v0.14.4May 11, 2026

Bug Fixes

Lead activity entries (status changes, assignment changes) now record correctly when processed by background jobs — previously some entries were silently dropped due to a permissions gap
AI email lead processing now reports a single detailed error after all retries fail, instead of flooding error reports with one entry per attempt
Fixed a rare blank sidebar flicker on slow connections when first loading the app

v0.14.2May 9, 2026

Bug Fixes

Email forwarding via Amazon AWS now activates automatically — the one-time verification step completes on its own so forwarded leads start arriving without any manual setup.

v0.14.1May 9, 2026

Bug Fixes

Inbound lead processing for Meta and TikTok ad forms, and forwarded emails, now runs reliably end-to-end — restores the shared pipeline that captures lead details, applies routing rules, and assigns the lead to the right team member.
Forwarder settings page — error reporting on the address card, settings panel, sender allowlist editor, and rotate-token button now records issues correctly instead of swallowing them silently.
Lead-routing rules with conditions saved in the older format are now safely converted on read in one more edge case (extra surrounding whitespace and mixed casing).

v0.14.0May 9, 2026

New Features

Email forwarding for leads — each organization now gets a unique forwarding address. Forward any sales inquiry from your inbox (or set up auto-forwarding from Gmail/Outlook) and the lead is captured automatically with the source attributed to the original sender.
Cosmos can now help you set up, rotate, or revoke your organization's lead-forwarding address in conversation.

Improvements

Faster Leads page — date-preset and filter handling rewritten for snappier filter switches and fewer redundant queries.
Affiliate and Referral pages — stats cards and tables share a tighter data path; numbers refresh as soon as a referred client subscription changes.
Settings → Integrations — clearer status indicators and a dedicated Forwarder tile.

Bug Fixes

Lead-routing rules now evaluate in a stable, predictable order on inbound emails — fixes a class of bugs where rules with the same priority could fire in different orders for similar leads.
Lead-routing rule conditions saved in the older format are now safely converted on read, so legacy rules keep firing exactly the same way after the cleanup migration.
Lead-routing rule list — the source filter tabs and dedup-settings panel now refresh together when you add or remove a source.
Meta lead forms — name, phone, and email fields are now extracted reliably across more localized field labels.
TikTok lead capture — fixed an edge case where leads from a paused ad still hit the inbox but were missing the ad-set attribution.
Inbound email — duplicate-email retry protection no longer accumulates stale entries over time.

v0.13.45May 8, 2026

Bug Fixes

Lead cards now show the AI Contacted indicator instantly when the AI bot reaches a new lead — previously the icon only appeared after opening the lead's detail panel.

v0.13.44May 8, 2026

Bug Fixes

Your profile name and color now update instantly everywhere in the app — no more needing to reload the page to see your changes take effect

v0.13.42May 8, 2026

Bug Fixes

Affiliate Partner Program — progress counter now reflects only currently-paying clients, so trial and cancelled referrals no longer inflate your tier progression
Affiliate Partner Program — commission column split into 'Monthly' (what you earn now per client) and 'Total Earned' (your cumulative payout history per client)
Affiliate Partner Program — commission amounts now display in EUR, matching the actual plan currency
Affiliate Partner Program — 'Next Payout' estimate excludes referrals whose subscription is past-due or unpaid

v0.13.41May 8, 2026

Improvements

Cleaner team management — the standalone Revoke sessions button has been folded into Remove Member, so the members table has one less red button on every row.

Bug Fixes

Removing a team member now also signs them out everywhere — no more lingering access for up to an hour after removal.

Security

Security improvements

v0.13.40May 8, 2026

Bug Fixes

Meta lead forms in French and other languages now correctly capture lead name and phone number — leads from localized forms no longer show as 'Unknown Lead'.

v0.13.39May 8, 2026

Bug Fixes

Tasks scheduled back-to-back (one ending exactly when the next begins) no longer trigger a false 'Schedule Conflict' warning. The warning now only appears when tasks actually overlap.

v0.13.38May 8, 2026

New Features

Added a 'Last Weekend' quick filter on the Leads page. Click it on Monday morning to instantly see all leads that came in during the most recent Saturday and Sunday.

v0.13.36May 8, 2026

Bug Fixes

Internal stability improvements.

v0.13.35May 8, 2026

Bug Fixes

Removed team members no longer appear as ghost entries in attendance tables.
Lead assignment and routing rules now apply tags, stages, and assignees more reliably.

v0.13.34May 8, 2026

Bug Fixes

Users with two-factor authentication can now reset their password from the email link

v0.13.33May 8, 2026

New Features

Tasks can now have their own color. Pick from a color palette or enter a custom hex value — the color appears on the task's calendar pill. Tasks without a custom color still use your personal member color.

Bug Fixes

The calendar week now starts on Monday. Month view and week view both show days in Mon–Sun order.
Dropdowns for team, priority, status, and multi-assignee can now be scrolled when the list is long. Previously the list was cut off with no way to reach items further down.
Typing quickly in the task description or notes field no longer drops or scrambles characters.

v0.13.32May 8, 2026

Bug Fixes

Fixed false "forgot to clock in" prompts that appeared shortly after a successful clock-in.
Auto clock-out no longer triggers for shifts that were already closed the previous day.

v0.13.31May 8, 2026

Bug Fixes

Reassigning a lead from inside the lead detail panel now updates the lead card immediately. Previously the card could keep showing the old assignee until you refreshed the page.

v0.13.30May 7, 2026

Bug Fixes

Pricing and Smart Tax setup is more reliable. Fixed an issue where percentage-plus-fixed billing rules could appear without their full child structure, blocking onboarding for some new accounts.
Background sync is more resilient. Temporary network timeouts during integration syncs are now retried silently instead of surfacing as error notifications.
Login, password reset, affiliate signup, and team invitation screens now handle navigation events cleanly — internal redirects no longer flash as red error banners.

v0.13.29May 5, 2026

Bug Fixes

Account signup is now more reliable. Fixed an issue where the email verification step could fail with a confusing technical error after submitting the signup form.
Onboarding steps for agency profile, services, and tags are now more resilient. Additional safeguards prevent internal navigation events from briefly appearing as error messages.

v0.13.28May 5, 2026

New Features

Pricing has been simplified to Basic and Pro plans. Pro is now the top tier across the pricing page, plan selection, comparison tables, and upgrade prompts. Sales contact remains available for custom needs.

Bug Fixes

Onboarding now completes reliably when moving from agency setup to plan selection. Fixed an internal control-flow error that occasionally surfaced as a raw error message right after signup.
Error reporting is now cleaner and more reliable. Internal navigation events are no longer reported as errors, and client-side error delivery is more consistent.
WhatsApp chat interface now recovers more gracefully from temporary connection drops and stale page bundles after a deploy.

v0.13.27May 4, 2026

New Features

Enhanced security headers including clickjacking prevention and strict HTTPS enforcement. Voice dictation in team chat now works — the browser permission for your microphone has been enabled for that feature while camera and location access remain locked.

Bug Fixes

Team Hub sidebar performance improved. Page prefetching now loads only when you navigate or hover instead of preloading all pages in the background.
Team member KPI metrics now compute correctly. Weekly activity counts (tasks, leads, calls, meetings) reflect actual member contributions without gaps.

v0.13.26May 4, 2026

New Features

Task comments and attachments now support video uploads. You can add video files directly to task discussions.

Bug Fixes

The admin panel user move function now works reliably. Moving a user between organizations completes without errors, and you'll see success or error notifications.
Team Hub member activity counters now correctly reflect the work done this week across all metrics.

v0.13.25May 3, 2026

Bug Fixes

The Team Hub member detail card now shows real activity numbers this week — Task Activity, Lead Activity, and the full breakdown (Lead Work, Calls, Meetings) were all showing 0 for every team member. Task completions, status changes, and assignments are now counted correctly. The Lead Activity counter now reflects how many leads in that person's pipeline were active this week, rather than always being zero.

v0.13.24May 3, 2026

Bug Fixes

Clicking between sidebar pages no longer snaps back to the previous page mid-load. The app was silently loading several pages in the background as soon as you opened any dashboard screen — this background loading was racing with your active navigation and occasionally winning. That background pre-loading has been removed; pages now load only when you click or hover over them.

v0.13.23May 3, 2026

Improvements

Cosmos AI conversation usage is now tracked against your billing period — limits are applied accurately and reset automatically at the start of each new billing cycle.
Your team will now receive email notifications when Cosmos AI conversation usage reaches 80%, 95%, and 100% of the plan limit, giving you time to act before conversations are paused.

Bug Fixes

WhatsApp conversations are now only counted toward your usage quota after the message is successfully delivered — failed sends no longer consume quota.

v0.13.21May 1, 2026

Improvements

Changelog entries that would cause a page crash are now caught automatically before they can be published.

Bug Fixes

Task comments and chat panels now catch up on missed messages after a connection drop. Messages sent during a brief disconnection are fetched automatically when the connection recovers.
Role permission changes now reach all team members reliably even after an extended session — previously, refreshed sessions could miss permission updates until the page was reloaded.
Fixed an intermittent error when updating conversation status.

v0.13.20May 1, 2026

Improvements

WhatsApp bot stage transitions now use a single, consistent pipeline — the previous redundant path that could cause inconsistent behavior has been removed.
Database schema changes are now automatically verified before deployment, reducing the risk of mismatches between code and database reaching production.

Bug Fixes

WhatsApp bot escalations and stage transitions are now consistently recorded in the lead activity log. Previously, these events were silently dropped due to a database constraint, leaving the lead history incomplete.
Lead detail activity log now shows the original 'created' event for older leads. A one-shot backfill repopulates the missing entries so every lead's history starts from creation, not from the day activity tracking shipped.

v0.13.19May 1, 2026

Bug Fixes

Custom field columns and visibility settings now update instantly for all team members when an admin changes role permissions — no page reload needed
Permission changes now take effect immediately for everyone on the affected role instead of being delayed until manual refresh

Security

Security improvements

v0.13.18May 1, 2026

Bug Fixes

Removed team members no longer appear in the Team Hub. Their stats, status, and clock state stop showing up the moment you remove them, instead of lingering in the team view until the next refresh.

v0.13.17May 1, 2026

Bug Fixes

Clicking quickly between sidebar pages no longer flashes back to the previous page mid-load. The page you click now loads cleanly without snapping back to where you were before. Most visible on Team, Automations, and Settings — fixed across the whole app.

v0.13.16May 1, 2026

Bug Fixes

Lead routing rule save no longer flashes an empty form during navigation — your rule stays visible until the page transition completes.

v0.13.15May 1, 2026

Bug Fixes

Typing a slash mid-sentence in task notes and comments no longer opens the formatting menu. The menu now appears only when '/' is typed at the start of an empty line, so writing things like 'go / to chat' or URL-like text inside a paragraph stays as plain text.

v0.13.14April 30, 2026

Improvements

Added a Default Escalation Team setting under AI bot configuration so escalations triggered without an explicit team always have a fallback owner.
The Tasks board now exposes an 'Unassigned' team option so tasks with no team are reachable in the filtered view instead of disappearing.
Internal improvement: added a static analysis check that detects the query pattern responsible for the team-scope leak, preventing it from recurring.

Bug Fixes

Tasks page team filter no longer leaks cross-team tasks. Filtering by a team now returns only that team's tasks — previously, every task without a team assignment was bleeding into every team's filtered view, so other teams' orphan work appeared as if it belonged to whichever team was selected.
AI escalation tasks now resolve team ownership from the escalation flow node's explicit configuration. Escalations from flows without a configured team fall back to the new Default Escalation Team setting instead of being created with no team and silently leaking into other teams' filters.
WhatsApp bot escalations now correctly assign the team on the resulting tasks, matching the team-resolution rules applied everywhere else.

v0.13.13April 30, 2026

Improvements

The AND / OR logic selector in the rule builder now shows both options as a segmented control so the active logic mode is always visible at a glance.
Regex matching in rule conditions is now hardened against inputs that could cause severe slowdowns on complex patterns. Legitimate alternation patterns still work.

Bug Fixes

Rules that were assigned to stages, flows, or custom fields that no longer exist will no longer silently apply stale assignments — orphaned IDs are now dropped before the action bag is applied.
Rules with status 'shadow' (testing mode) no longer fire their actions against live leads. Shadow rules are now strictly isolated from the live routing pipeline.
Switching the source condition type in the rule builder now correctly detects when all existing conditions become incompatible with the new source. The builder refuses the switch and warns instead of silently converting the rule into a catch-all that would match every lead.
Stage and tag names in the rule list now display correctly instead of showing raw IDs — the list view now fetches the extra fields needed to resolve them.
Webhook and API ingestion now behave consistently when a duplicate lead is found: tags are merged (union), flow and stage use first-wins — matching the behaviour that was previously only applied on one ingestion path.
Form answer and form question conditions no longer show a red validation ring when no field key has been entered yet.

Security

Security improvements

v0.13.12April 29, 2026

Improvements

Database migration tracking is now more accurate — known legacy objects that were never created are excluded from false-positive alerts.
Database health checks now work correctly in all environments.
Internal stability and reliability improvements.

Bug Fixes

Database migrations now apply automatically on every deployment — a missing manual step can no longer leave production running code that references columns that don't exist yet.
Fixed a database maintenance script that was attempting to create indexes on columns that had already been renamed, causing it to fail silently.

v0.13.11April 29, 2026

Improvements

Database migrations now apply automatically on every deployment.
Database migration records now include a content fingerprint — any file modified after deployment is detected and flagged.
Pre-deployment database checks now cover columns, indexes, enum types, triggers, views, and access policies — catching a wider class of deployment mismatches.
Database migration checks now run automatically on every pull request and main branch push.
Internal improvement: added a build-time check that prevents server-only code from being accidentally imported by client components.

Bug Fixes

Fixed a production build failure that was causing documents in the financial module to not render correctly. The error was caused by a code boundary issue that has been resolved.
Fixed a code structure issue that prevented some UI components from building correctly.

v0.13.10April 28, 2026

Improvements

Schedules now support two modes: 'Fixed schedule end' (legacy — day ends at the configured time) and 'Floating from clock-in' (day ends N hours after the worker clocks in). Set per schedule in the Schedule Editor. Defaults to fixed-end so existing schedules behave exactly as before.
Cron auto-stop is now race-tolerant via atomic compare-and-set. If you click 'Continue' the same second the cron tick fires, the cron correctly skips you instead of double-acting.

Bug Fixes

Clock-out reminder — clicking 'Continue (1h)' now actually keeps you clocked in for the full hour. Previously the cron auto-stopped you within minutes because it didn't know about the extension. The dialog now writes the extension to the database so the cron honors it.
Overtime accuracy — when the system auto-stops a forgotten clock-in, the recorded clock-out time is now your last activity moment, not the cron tick time. A 5-minute overrun no longer credits as a full hour of overtime.
Overtime threshold — days with under 15 minutes past schedule no longer flag as 'overtime days' in the month report. The actual minutes are still recorded accurately; only the binary 'overtime' day flag respects the 15-min minimum.
Romania timezone fix — overtime totals on production were computed against UTC instead of Europe/Bucharest. Schedules defined as '22:00' Romania time were being interpreted as UTC. Fixed forward — historical totals are not backfilled.

v0.13.9April 28, 2026

Bug Fixes

Fixed scrolling not working in the assignees and client dropdowns inside the Quick Add Task modal

v0.13.8April 28, 2026

Improvements

Month and Timesheet day cards now have a 'View in Daily' button — jumps straight to the Daily tab on that exact date in one click.

Bug Fixes

Timesheet (Pontaj) Daily Grid — clicking a day cell no longer opens the Override Attendance dialog by default; instead it opens the same inline day-card you already see in the Month tab (status, hours, clock-in, clock-out). Override is now behind an explicit button in the card footer.

v0.13.7April 28, 2026

Improvements

Week tab — arrow navigation (‹ ›) in top-left to surf through weeks of the year, matching Daily tab behaviour
Month tab — added Today jump button and disabled Next arrow when already on current month (matches Daily/Week)
Removed dead 'This Week' / 'This Month' single-option dropdown from Week and Month tabs; Range selector now only appears on tabs that need it (Pontaj keeps its 3-option filter)

Bug Fixes

Active mid-shift now shows 'Ongoing' (emerald) instead of 'Incomplete' (blue) — Incomplete is now reserved for past days where the member forgot to clock out

v0.13.6April 28, 2026

Improvements

Activity log now shows what actually changed — note updates display a content preview (e.g., 'Added to notes: Cliente interesat de…'), and assignment entries no longer truncate names mid-word.

v0.13.5April 28, 2026

Improvements

Pre-deployment checks now verify that every recorded database migration was actually applied — catches the class of issues where a migration was tracked by name but never executed.
Internal improvement: added a static analysis check that detects database functions referencing tables that were later removed.
Database schema consistency is now verified before every deployment, preventing unexpected configuration mismatches from reaching production.
TikTok advertiser sync: temporary errors during discovery and download are now retried silently without generating unnecessary alerts.
Internal stability improvements to the test infrastructure.

Bug Fixes

Lead routing: email rule statistics no longer crash for leads coming in through the email import path.
WhatsApp bot: auto-created leads no longer fail to save when no name is available — the bot now uses the contact's phone number as a placeholder until a real name is provided.
Team invitations: re-clicking an already-accepted invite link now shows an actionable 'already accepted, please log in' screen (with pre-filled email) instead of the generic 'Invalid Invitation' page. Email-mismatch when logged into the wrong account also routes to the correct UI.
Cosmos AI: document analysis, email extraction, and email lead processing are now more robust against unusual response formats. Parse failures are logged with enough detail to diagnose future issues.

v0.13.4April 27, 2026

Improvements

Webhook processing: events stuck in a processing state for more than 10 minutes are automatically requeued for retry, with a cap to prevent infinite loops on consistently failing events.
Lead routing: retried events now always land on the same assignee — consistent round-robin behavior across Meta, TikTok, and email sources.

Bug Fixes

Lead routing: round-robin slot assignment is now safe to retry — the same incoming lead always resolves to the same assignee even if the background job runs more than once.
Lead ingestion: duplicate leads from replayed events are now blocked at the database level, preventing duplicate entries even under high-volume webhook traffic.
Webhook processing: concurrent background jobs no longer double-process the same incoming event.

v0.13.3April 27, 2026

Bug Fixes

Lead routing: round-robin assignment is now race-safe under concurrent webhook deliveries. Two leads arriving at the same moment could previously both be sent to the same assignee — this is now fixed with an atomic counter update.

v0.13.2April 26, 2026

Improvements

Team chat voice/multi-speaker tooltips: cleaned up redundant styling so they render with the standard tooltip theme.

Bug Fixes

Lead routing: round-robin rotation now correctly cycles through every assignee in the pool. A data storage bug caused the per-rule counter to silently stay at zero, so every matched lead was assigned to the first user. All existing round-robin rules are backfilled so rotation continues from where it left off.
Voice transcription: multi-speaker mode now returns text with 'Speaker 1: ... Speaker 2: ...' prefixes mapped by first-appearance order, instead of a flat unattributed transcript.

v0.13.1April 26, 2026

Bug Fixes

Voice transcription: improved robustness of the transcription pipeline with better error handling and edge-case coverage.
Media recorder: refined recorder state management and improved stability during recording session transitions.

v0.13.0April 26, 2026

New Features

Voice dictation in team chat: a new microphone button on chat and comment inputs records and live-transcribes your voice straight into the editor — including a multi-speaker chooser when more than one person is talking.
Transcription pipeline now keeps speaker metadata end-to-end, so dictated text can be attributed correctly when multiple voices are detected.
Voice dictation usage is now tracked for billing and audit purposes.

Improvements

Internal improvement: added a pre-publish check that detects missing real-time channel authentication handlers before they reach production.

v0.12.19April 26, 2026

Improvements

Pontaj Daily view: the redundant 'Today' dropdown (which had only one option) is now a calendar button — click it to jump to any past date.
Pontaj Daily view: the duplicate 'Daily view — {date}' header is gone; the date already shows prominently in the toolbar.
Pontaj Daily view: when you're viewing a past day, a small 'Today' shortcut appears next to the date arrows for one-click reset.

Bug Fixes

Fixed: in Pontaj, the week-range subtitle and month label could be off by one day/month for users in non-UTC timezones (Romania included). All date helpers now use consistent local time.
Fixed: in Pontaj, the new calendar picker no longer lets you select future dates — matches the behavior of the date arrows.

v0.12.18April 26, 2026

Bug Fixes

Member Stats Modal now surfaces task work (assignments, status changes) as a separate "Task Activity" metric so task-heavy roles see their actual contribution instead of an empty Client Activity card.

v0.12.17April 26, 2026

Bug Fixes

Custom field names now show above their inputs in the Create Client and Edit Client modals — required fields are marked with a red asterisk.

v0.12.16April 26, 2026

Bug Fixes

Fixed: 'Percentage of Revenue + Fixed Fee' invoice schedules now keep the percentage value when saving. Previously the rate was lost on save, leaving the schedule card showing only the fixed fee.

v0.12.15April 26, 2026

Bug Fixes

Fixed: real-time updates for tasks and comments no longer require page refresh after extended sessions.

v0.12.14April 26, 2026

Improvements

Activity log entries for notes are now cleaner — the character count detail (e.g., '451 → 430 characters') was unhelpful noise and has been removed. The 'Notes updated' title and timestamp tell you everything you need.

v0.12.13April 26, 2026

Bug Fixes

ASCII table paste now works correctly on Windows — line endings from the Windows clipboard are normalized before detection.
Fixed a paste detection bug where non-keyboard-composition pastes (e.g. right-click Paste) were incorrectly ignored.
Pasted code blocks no longer collapse into inline text.

v0.12.12April 26, 2026

New Features

Rich text editor in task notes now detects pasted ASCII / Unicode box-drawing tables and markdown pipe tables, wrapping them in a code block for monospaced rendering.
New `autoDetectAsciiArt` opt-in prop on `RichTextEditor` keeps detection off everywhere except where explicitly enabled (currently task description and internal notes).

Bug Fixes

Multi-line code blocks in task notes now preserve their line breaks when saved as plain text — fixes search results and AI summaries that were collapsing code into a single line.

v0.12.11April 24, 2026

New Features

New instrumentation client for performance monitoring and trace collection.
Flow PDF sender action enables AI-driven PDF generation and delivery through WhatsApp and other channels.
Welcome message PDF pipeline integration test validates end-to-end PDF delivery for welcome automation.

Bug Fixes

Error-reporting system refactored with typed error categories and improved client-side capture patterns.
Type safety enhanced across error-reporting infrastructure with strict enum and category validation.

v0.12.10April 24, 2026

Bug Fixes

Meta Ads test webhook now uses the correct integration context, matching the behavior of the live webhook.

v0.12.9April 23, 2026

New Features

Internal improvement: added a check that prevents a class of data structures from being stored in the browser cache where they would cause a crash on page reload.

Bug Fixes

Fixed a crash that occurred when reloading a page with certain data cached in the browser — affected lead reminder state.
Lead reminder state now persists correctly across page reloads.

v0.12.8April 23, 2026

New Features

Internal improvement: added three pre-publish checks for email format validation, null-safety enforcement, and background job registration — preventing a class of production data loss bugs.

Bug Fixes

Background job processors now register reliably on startup.
Lead email ingestion now validates email format before saving, preventing leads from being silently dropped when an email address has an unusual format.
Internal improvement: null-safety issues in webhook and background job processors are now detected before deployment.

v0.12.7April 23, 2026

New Features

Pages now reload faster — the browser cache survives a full refresh so previously loaded data appears instantly without waiting for the server.

v0.12.6April 23, 2026

Improvements

Internal stability improvements to lead-routing rule validation and background job registration.

Bug Fixes

Webhook processors for Inbound Email, Meta Ads, and TikTok Ads now register with the background job system reliably — previously they failed to install silently, dropping all incoming events.
Task 'Created' timestamps now show a precise duration (e.g. '1 month 3 days') instead of fuzzy 'about 1 month' phrasing that masked recent activity.

v0.12.5April 23, 2026

Bug Fixes

Moving a lead between stages no longer disrupts the column's chronological order. Leads in each stage now stay ordered by when they were created by default.
Clicking a lead card on the Kanban board now opens the detail view reliably on the first click.

v0.12.4April 23, 2026

Improvements

The clock-out popup can now be minimized to a small corner banner — keeps the countdown visible while you finish work, click it to reopen the full dialog
Countdown timer survives page reload — refreshing during the grace period restores the banner with the correct remaining time

Bug Fixes

Fixed: clock-out reminder popup now appears at the actual shift end time — it was showing 15 minutes early with misleading 'Your shift has ended' text
Fixed: auto clock-out countdown now uses the Grace Period setting configured in Admin (15/30/45/60 min) instead of a hardcoded 15 minutes

v0.12.3April 22, 2026

Bug Fixes

Multi-line comments on tasks, leads, clients, and department chat now preserve line breaks after posting. Before, pressing Shift+Enter created a visible break in the compose preview but collapsed to a single space once sent.

v0.12.2April 22, 2026

New Features

Lead Routing rule builder: new Test Rules sheet replaces the legacy Dry Run panel — choose a real lead from the org or build a sample payload via structured per-field form, then see the rule match + downstream payload side-by-side
Test Rules preview uses the same engine as live webhook ingestion, so what you see in preview is exactly what runs in production.

Improvements

Internal improvement: added a pre-publish check that verifies every background job processor is properly registered — prevents the class of silent event-drop issues fixed above.
Lead routing evaluator refactored for improved maintainability and reuse across the live and preview paths.

Bug Fixes

Fixed a critical background job registration gap where six processors — handling inbound email, Meta leads, TikTok leads, calendar events, and WhatsApp messages — were silently not processing any events after a recent mode switch; all are now registered and operational.

v0.12.1April 22, 2026

New Features

Lead Routing rule builder: new ad/form/campaign/adset condition fields populated from connected Meta Ads and TikTok Ads accounts — rule authors can target specific ad entities instead of matching on free-text source names
Internal improvement: three new pre-publish checks prevent ghost database column references, swallowed query errors, and partially-applied string changes from shipping to production.
Department chat messages now support rich text formatting and mentions, matching the capabilities already available in lead chat.
TikTok API integration now retries automatically on transient errors instead of generating unnecessary error alerts.

Improvements

Internal improvement: pre-publish checks now detect partially-applied code changes before they reach the main branch.
Error logging now records whether an error is transient or permanent, making it easier to distinguish recoverable failures from real bugs.

Bug Fixes

Lead Routing rule save was broken for many organizations — a database query referenced a column that doesn't exist, returning zero results and silently breaking rule saves, the AI flow dropdown, and member pickers.
Fixed a missing database column that was causing department chat messages to fail in production with a database error.

v0.12.0April 20, 2026

New Features

Per-source dedup settings at the top of the Lead Routing rule list — choose Email, Phone, Both, or Off independently for Meta Ads, TikTok, Gmail, Outlook, and API sources
AI Contacted badge on lead cards, list view, and detail panel — replaces the previous auto-stage-change behavior after a first WhatsApp send; leads stay in their current pipeline stage and the badge signals AI contact history
Lead Routing rule builder: conditions Key field now autocompletes from source-compatible field names instead of free-text entry
Lead Routing rule builder: Set AI Flow and Set Pipeline Stage actions now use real combobox dropdowns populated from the org's configured flows and pipeline stages — previously showed empty free-text fields
Lead Routing rule builder: custom field picker replaces the free-text key/value pair — fields are selected from the org's field registry
Lead Routing rule builder: round-robin assignee pool redesigned as a chip-toggle grid for fast multi-select
Lead Routing rule builder: Test mode panel redesigned as a structured per-field form instead of a raw text input
Lead Routing rule builder: rules now display their index as 'Rule N of M' and can be reordered via Up/Down arrow buttons — raw priority value is hidden

Improvements

Lead Routing: 'Test mode' label renamed throughout for consistency with the rest of the rule builder UI
Lead Routing: ignore-lead rule actions now display a tooltip explaining the reason for ignoring
Lead Routing rule builder: sticky action bar replaces the previous footer layout — always visible without scrolling
Source dedup settings: each organization's deduplication configuration is fully isolated and protected from access by other organizations

Bug Fixes

Lead Routing rule builder: save was silently no-oping on validation failures — now surfaces an inline error banner and blocks the save button until all conditions are complete
Lead Routing rule builder: Set AI Flow and Set Pipeline Stage dropdowns were empty when the rule builder opened — now populated correctly on mount
Lead Routing rule builder: action bar moved from a sticky footer to a sticky top bar — footer was clipped on smaller screens
AI WhatsApp template no longer auto-transitions leads to a pipeline stage after the first send — eliminates a CDM-class incident where the bot was silently moving leads into wrong stages; the new AI Contacted badge carries the signal instead

Security

Lead deduplication settings are protected with defense-in-depth access controls, preventing any possibility of one organization's dedup configuration being visible to another.

v0.11.3April 19, 2026

Improvements

Lead routing rule statistics now count all match types — tag-only, stage-only, and fixed-assign — across TikTok, email, and API sources. Previously only round-robin matches were counted.
Password reset now forces a full session rotation on completion, ensuring all old sessions are invalidated immediately.

Security

Session revocation system — owners and admins can now force-logout teammates from all devices; password resets and role changes also revoke all existing sessions, with an immutable audit trail.
Sign-out everywhere action lets users terminate every active session for their own account from Settings
Session token verification is now more secure — validates all standard claims and recovers automatically from authentication key rotations without any disruption.
Sensitive authentication actions are now rate-limited to protect against brute-force attempts.

v0.11.2April 19, 2026

New Features

Lead Routing rule builder now validates source↔field compatibility and surfaces inline coverage warnings when selected conditions reference fields unsupported by the rule's integration source
Dry-run panel and test-rule action gained richer diagnostics for inspecting rule evaluation against sample payloads

Improvements

Flow builder attachment sender, image/PDF config, and routing dialog hardened against header drift and invalid state
Meta Ads, TikTok, and Gmail inbound pipelines tightened around process-lead and ingest flows
Inline assigned-user editor and WhatsApp welcome-message job cleaned up for reliability

v0.11.1April 18, 2026

Improvements

Rule evaluation error logging now distinguishes between terminal ignore actions and evaluation failures for better debugging

Bug Fixes

Lead ignore action in unified routing is now terminal — leads matched to an ignore rule are rejected immediately instead of being created with empty assignments
Webhook handlers now fail closed when unified rule evaluation throws an error — errors surface to TikTok/Meta for retry instead of silently falling back to legacy rules, preventing leads from being misrouted

v0.11.0April 17, 2026

New Features

New Lead Routing mode switcher — owners and admins can now switch the active rule engine between legacy, shadow-test, and unified modes with a type-to-confirm safety gate and readiness checks before switching.
Regex-based routing conditions are now protected against catastrophic backtracking, preventing rule evaluation hangs on malformed patterns

Improvements

Rule engine now fails safely under unexpected errors — requests are rejected with a retryable error instead of silently routing to the wrong assignee.
Lead stage transitions now fire automations and write an activity log entry so downstream workflows trigger correctly
Tag sanitization now drops cross-org and deleted tag IDs before saving, preventing phantom tags from appearing on leads
Welcome-message job falls back to a generic template when no org-specific template is configured, eliminating silent send failures

Bug Fixes

Round-robin assignment is now atomic and org-scoped, fixing a race condition where two simultaneous leads could receive the same assignee
Email import rules now correctly transition when migrating from legacy to unified routing

Security

Security improvements to webhook handling — replay attack prevention and stricter payload validation added across all integrations.

v0.10.1April 15, 2026

New Features

Per-hour usage rollup enables smooth hourly analytics in the AI cost dashboard.
Dashboard charts now label tiers with real provider + model names instead of stale placeholder text

Improvements

Dashboard chart for the Tokens metric now stacks input and output series so verbose-prompt orgs are visually obvious
Period comparison dropped red/green semantics — rising cost is reported neutrally with up/down arrows (growing AI usage isn't automatically bad news)
Peak-hour analysis now labelled UTC so non-US admins don't misread their own busiest window
Admin allowlist extracted to a single source (no more drift between the admin layout and API routes)
Failed AI usage writes now retry automatically via a background queue instead of silently dropping on database errors.
Charts now carry proper ARIA labels for screen readers

Bug Fixes

AI Cost Monitor now reflects real spend — WhatsApp AI traffic, GPT-5.4 fallback, and 55 other previously-untracked AI calls (lead summaries, document intelligence, embeddings, meeting analysis, auto-tagging) are now recorded with per-provider pricing
Cost math no longer rounds up every request to the next whole cent — fractional cents preserved end-to-end (schema + code), fixing systematic overcount of small requests
Dashboard hourly and daily views now read from the same ledger — switching granularity keeps totals consistent instead of silently dropping WhatsApp traffic
Admin dashboard no longer silently caps at 1,000 rows — aggregation is now handled efficiently on the server, so totals stay accurate as the number of organizations grows.
Hidden test orgs no longer inflate global totals — "Show test orgs" toggle now round-trips to the server so all cards, averages and Top 5 lists stay consistent with the visible list
Prompt cache savings are now displayed as a real rate (based on uptime) instead of multiplying current-instance counters by 30
Budget status is now informational — budget overruns are visible in the dashboard without blocking AI features unexpectedly.

v0.10.0April 14, 2026

New Features

Save reusable email templates for offers — pick a template when sending, customize subject and body with the new rich-text editor, and reuse them across your team
Offer emails now show your organization's logo, brand colors, and a signature block with the sender's name and contact details
Use {{recipientName}}, {{senderName}}, and {{orgName}} placeholders in email subject and body for automatic personalization

Improvements

Live preview in the Send Offer dialog shows exactly how the email will look before you send it
Email delivery errors now show the specific reason (e.g. 'domain not verified', 'rate limit exceeded') instead of a generic 'delivery failed' message

Bug Fixes

WhatsApp offer send now opens WhatsApp web or app with the offer text pre-filled and also copies it to clipboard — no more silent failures from the 24-hour Business API messaging window
Send Offer dialog no longer shows a false 'sent via email' confirmation when WhatsApp was the only channel and the recipient's phone number was missing

v0.9.46April 14, 2026

New Features

AI Insights in Member Profile generate a Strengths summary, Bottleneck analysis, and actionable Recommendation based on each team member's recent activity — powered by Gemini with a 1-hour cache and a 10 analyses-per-day limit

Improvements

Week and Month tabs in Member Profile now navigate forward and back with left/right arrows; the Month tab displays the month and year as a header label
Member Profile modal is wider, giving content more room to breathe

Bug Fixes

Tasks Completed count in Member Profile now correctly tallies completed tasks instead of always showing 0
Client Activity metric now counts clients created directly, not only those created through leads
Month view no longer marks future dates or days off as Absent — those cells are now correctly left blank
Today badge in Member Profile no longer shows Late or Past-end warnings for team members who have no scheduled hours

v0.9.45April 14, 2026

Bug Fixes

Calendar week view task blocks no longer show a cluttered stage-color dot; the assignee avatar hides on hover so the event time label can appear cleanly without overlapping the title

v0.9.44April 11, 2026

New Features

Flows using PDF, image, or video templates now work out of the box — no manual upload required. Media is provisioned automatically when you save the flow
Leads automatically move to 'AI Contacted' stage when the AI qualification bot successfully reaches them via WhatsApp

Improvements

Template-driven messaging is now more reliable — media files are hosted directly from our servers instead of expiring Meta CDN links

Bug Fixes

Fixed template sends failing with a parameter mismatch error for newly connected accounts
Fixed an edge case where leads could be incorrectly marked as contacted when the fallback greeting template was used
Fixed stage transitions not immediately reflecting in the kanban and dashboard counts

Security

Security improvements

v0.9.43April 11, 2026

New Features

Attendance Month view: click a day to see exact clock-in and clock-out times, whether the check-in was on time or late, and how many minutes late
Attendance Month view: when an admin modifies someone's attendance, the dot now shows a colored ring in that admin's color so you can see who made the change at a glance
Attendance Month view: export the whole month to Excel — ready to hand to the accountant with the daily grid + monthly totals in two sheets

Improvements

Attendance Month view: partial days now count anyone who worked less than their scheduled hours (previously only under 75% counted as partial)
Attendance Month view: removed the confusing 'Leave Code' field from the day detail popup

v0.9.42April 10, 2026

Improvements

AI conversations now only count toward your monthly quota when leads actually reply — sending templates no longer uses your included 200 conversations

v0.9.41April 10, 2026

Bug Fixes

Fixed calendar tasks piling up at 6 PM when dragged to evening times — tasks now land at the correct hour across the full day

v0.9.40April 10, 2026

Bug Fixes

Fixed AI bot sending double replies when leads send multiple messages quickly — now combines all messages and responds once

v0.9.39April 10, 2026

Bug Fixes

Fixed calendar sync creating duplicate events when multiple team members edit the same task — meetings from shared calendars no longer multiply

v0.9.38April 8, 2026

New Features

Universal search (Cmd+K / Ctrl+K) — find any lead, client, task, meeting, offer, or settings page instantly with live results as you type
Recently viewed items now appear in the search palette before you type — jump back to anything you opened in the last few sessions
Cosmos AI can now search across everything with a single command — ask it to find leads, clients, tasks, meetings, or offers by name

Improvements

The search palette no longer darkens the whole screen — lighter backdrop blur keeps the page visible behind the search box (macOS Spotlight-style)
The search bar now covers 5 entity types instead of 2, plus every settings subpage and quick action

v0.9.37April 8, 2026

New Features

Reusable checklists — create checklist templates once (like 'Client Onboarding' or 'Document Collection') and apply them to any client or lead. Items can have assignees and due dates.
Client detail view now has a Checklists section above Tasks — apply templates, check items off, and track progress per client
Lead detail view has a new swappable card — toggle the right panel between Form Answers and Checklists to see whichever is most useful for that lead
Clients table and leads kanban now show a small progress badge on each row — see at a glance which entities have incomplete checklists
Cosmos AI can now manage checklists — ask it to 'apply the Onboarding checklist to client X', 'mark the first item done on lead Y', or 'show me clients with incomplete onboarding'

v0.9.35April 8, 2026

Improvements

Global Undo (Ctrl+Z) now works across more of the app — right-click move a lead to a stage, create a lead, create a client, create a task, or change task assignees, then press Ctrl+Z within 30 seconds to revert the change
Task creation undo now reacts to the Ctrl+Z shortcut, not just the toast button — the toast still appears, but the keyboard shortcut works as well

v0.9.34April 8, 2026

Bug Fixes

Fixed WhatsApp message template uploads with a document, image, or video header — previously failed to attach the sample file to Meta's review; now works for PDFs, images, and videos

v0.9.33April 8, 2026

Improvements

Monthly view simplified — removed confusing person-day KPI cards, streamlined summary table to show Days, Hours, Absent, Leave, and Overtime per member
Deviation display is now contextual: amber 'Arrived Xmin late' instead of red errors, emerald '+Xh overtime' badges for extra work
Weekly and monthly views now correctly preserve the morning's on-time status when someone clocks back in later in the day
On-time streak is no longer reset when a member returns for a second session

Bug Fixes

Clock-in override no longer destroys morning hours — if you accidentally clock out and clock back in within 2 hours, the system now extends your original session instead of starting fresh
Fixed false 'Late' status for everyone — the daily view was ignoring the 30-minute grace period and using 10 minutes instead
Members who work 8h+ but arrive slightly late are now correctly marked Present (with a 'late' badge) instead of Late
Fixed re-clocking case: clocking back in after an accidental clock-out no longer shows inflated late minutes when you actually worked overtime

v0.9.32April 8, 2026

Improvements

Lead AI summary now updates automatically after every bot message — no more manual Generate button. Summary, qualification score, and bot observations stay fresh in the background

v0.9.31April 8, 2026

Bug Fixes

Changing a task's team now correctly removes it from the old team's kanban filter — previously stayed visible in both teams until page refresh

v0.9.30April 8, 2026

Bug Fixes

Task due dates can now be cleared — visible X button on the date row removes the date entirely (previously hidden inside calendar popup)

v0.9.29April 8, 2026

New Features

AI business assistant now sees full lead context — source, location, timeline, template message, and expanded notes (was limited to basic contact info only)

v0.9.28April 8, 2026

Bug Fixes

"All Teams" filter in attendance now correctly shows all team members — previously only displayed the current user's team

v0.9.27April 8, 2026

Bug Fixes

Activity log now shows human-readable details — notes show a content summary, lead creation shows the source, and conversions display cleanly instead of technical data.

v0.9.26April 8, 2026

Bug Fixes

Removing a team member now works correctly — previously the system showed a success message but the member remained in the list

v0.9.25April 8, 2026

Bug Fixes

Lead assignments now persist correctly — previously, editing any lead field (notes, name, etc.) could silently clear the assigned person

v0.9.24April 7, 2026

Bug Fixes

Tasks created via inline Kanban input now appear instantly — previously they could intermittently vanish due to a timing issue with real-time sync

v0.9.23April 7, 2026

New Features

Clock Month view and Timesheet now support navigating to past months — use the arrow buttons to browse attendance history for salary calculation and verification
Timesheet Daily Grid cells are now clickable for admin attendance editing — click any day cell to override a member's status with an audited reason

v0.9.22April 7, 2026

New Features

WhatsApp templates can now be hidden from the Template Library — click the eye icon on any template card to hide it from pickers and default view, toggle 'Show hidden' to reveal them again

v0.9.21April 4, 2026

New Features

KPI values are now editable inline on the client detail page — click any metric to update it without opening a separate form
KPI metrics (ROAS, CPA, CTR, etc.) are now available as sortable columns in the clients list — enable them via Toggle Columns

Bug Fixes

Fixed column width alignment for KPI columns in the clients list table

v0.9.20April 4, 2026

Bug Fixes

Fixed team change on task details — the team now actually updates when you select a new one (previously showed 'Team updated' but kept the old team)

v0.9.19April 4, 2026

Bug Fixes

Fixed color picker not loading — colors and team member names now display correctly
Fixed profile photo upload failing on some devices — added fallback for image processing

v0.9.18April 4, 2026

New Features

User Profile modal now shows clock-in/out times, work schedule, and day status alongside presence info
User Profile modal now has Week and Month tabs showing detailed attendance heatmap per team member
Activity stats now include lead calls, notes, emails, and WhatsApp messages — not just client activities
Cosmos AI can now analyze team member performance with the new Member Insights tool

Bug Fixes

Status badge now shows both presence status and clock state — 'In Meeting' from calendar sync no longer hides that you're clocked in
Activity counts now exclude automated system events for more accurate stats

v0.9.17April 4, 2026

Bug Fixes

Attendance hours now calculated from clock-in/out times instead of activity tracking — fixes false 'Partial' status for full-day workers
Auto-Closed sessions now show real attendance status (Present/Late/Partial) instead of implementation detail
Team department filter now works correctly in Day Timeline view
Overview tab Day Timeline now respects department filter selection

v0.9.16April 4, 2026

New Features

Task notes now support Bold, Italic, and Strikethrough formatting via the / slash command menu

v0.9.15April 3, 2026

Bug Fixes

Calendar task drag-and-drop now places tasks at the correct time slot with a visible drop preview while dragging

v0.9.14April 4, 2026

Bug Fixes

WhatsApp template name now auto-converts spaces to underscores as you type

v0.9.13April 3, 2026

Bug Fixes

Offer email and WhatsApp delivery errors now show specific failure reasons instead of generic messages

v0.9.12April 3, 2026

New Features

Simplified client Activity tab — shows only key events (conversion, status changes, tasks, meetings, notes) with task activities grouped by task name

Improvements

Activity details now show exact date and time instead of relative timestamps

v0.9.11April 3, 2026

Bug Fixes

Revenue insight card toggles (This Month / Last Month / YTD) now work as radio buttons — only one can be active at a time

v0.9.10April 3, 2026

Bug Fixes

Default KPIs now auto-apply to all clients — previously only worked during lead conversion

v0.9.9April 3, 2026

Improvements

Team members can now reassign tasks to their own teams — previously only admins could change task teams

Bug Fixes

Tasks imported from Google Calendar now correctly show their assigned team instead of 'No team'
Google Tasks disclaimer text no longer clutters task descriptions in the CRM

v0.9.8April 3, 2026

New Features

Personal color picker upgraded with full color wheel, HEX input, and unique color enforcement per team

Improvements

Cosmos AI can now change your profile color via chat

v0.9.7April 3, 2026

Bug Fixes

PDF and image attachment settings in AI flow builder now save correctly — typing in caption fields and uploading files no longer produces scrambled text or loses uploads

v0.9.6April 2, 2026

New Features

Cosmos AI now shows real-time progress during tool execution — you see exactly what it's doing instead of a generic 'Thinking...' spinner
New stop/cancel button lets you abort Cosmos AI mid-response instead of waiting for it to finish
Cosmos AI now shows its reasoning process in a collapsible 'Thinking' block before answering

Improvements

AI responses stream word-by-word in real-time instead of appearing all at once after processing completes
Cosmos narrates each step before performing it — 'Looking up leads now...' appears instantly before the search runs

v0.9.4April 1, 2026

Bug Fixes

Fixed a critical bug where editing text in the Flow Builder (like the routing question) could accidentally erase the entire flow configuration

v0.9.3April 1, 2026

New Features

New Revenue insight card on the Clients page — shows monthly revenue calculated from billing schedules with This Month, Last Month, and Year-to-Date toggles
All Key Insight cards now respond to page filters — filtering by team, status, account manager, tags, or search updates the insight numbers to reflect only those clients

Improvements

Client stats moved to server-side computation for more accurate and consistent numbers across all insight cards

v0.9.2April 1, 2026

Bug Fixes

Calendar tasks that overlap in time now correctly stack with newer tasks on top, matching Google Calendar behavior

v0.9.1April 1, 2026

Bug Fixes

Google Calendar tasks no longer appear on everyone's calendar — tasks are now correctly scoped to the creator's team
Fixed team member department assignments showing in wrong teams

v0.9.0March 31, 2026

New Features

Undo support expanded across the entire CRM — leads, tasks, and clients all support Ctrl+Z and toast Undo buttons
Undo now works on: stage changes, assignee changes, tag edits, notes, field edits, deal values, billing config, reminders, attachments, and bulk operations

Improvements

Faster undo via Ctrl+Z keyboard shortcut anywhere in the app — no need to click the toast button

v0.8.18.4March 31, 2026

Bug Fixes

Clock-in/out popup now properly updates sidebar and all UI components
Fixed 'Continue 1h' overtime button reappearing every 10 seconds instead of waiting 1 hour
Attendance table now shows real-time worked hours for active members
Clocked In stat now correctly includes members on break
Auto-close safety net unified to 12 hours across all settings
Timeline 'Present' bar now visually distinct from active work blocks

v0.8.18.3March 31, 2026

Bug Fixes

Fixed crash on Team page when viewing attendance schedules — schedule time fields were causing an 'Invalid time value' error

v0.8.18.2March 31, 2026

Bug Fixes

Fixed random page teleportation — navigating between pages no longer jumps you back to a previously visited page

v0.8.18.1March 31, 2026

Improvements

When you create a follow-up reminder and have Google Calendar connected, you now see a notification confirming it is syncing automatically.

Bug Fixes

Follow-up reminders on leads no longer appear twice in Google Calendar.
Follow-up reminders now sync only to the calendar of the person who created them, not to everyone in the organization.

v0.8.18.0March 31, 2026

New Features

Automation rules now live inside conversation branches — auto-tagging, behavior modifiers, and qualification criteria are placed directly where they apply instead of globally
Flow Builder supports dragging automation nodes into any branch for precise control

Improvements

Landing page fully translated — all sections now support Romanian/English switching
AI bot no longer re-applies tags on every message — smarter duplicate detection

v0.8.17.1March 31, 2026

Bug Fixes

Added sign-out button on the onboarding page — no more clearing cookies if you log in with the wrong account
Dashboard no longer briefly flashes before redirecting new users to onboarding

v0.8.17.0March 31, 2026

New Features

AI Flow Builder now lets you add Auto-Tag, Behavior Modifier, and Qualification nodes directly to conversation branches — giving you full visual control over automation
New 'Mark as Qualified' node type — place it in your flow to automatically mark leads as qualified when they reach that point in the conversation

Improvements

Global Rules panel simplified to just Business Hours and Escalation — the rest moved into the visual flow builder where you can see and edit them
Existing global rules auto-migrate to flow nodes when you open AI Settings — no manual setup needed

v0.8.16.0March 31, 2026

New Features

WhatsApp now detects billing failures automatically — a red banner appears when Meta can't charge your payment method, and the AI bot pauses to avoid wasting resources
New 'Payment Failed' tab in Failed Messages queue lets you bulk-retry all messages that failed due to billing issues
WhatsApp contact matching now supports Meta's upcoming Business-Scoped User IDs (BSUIDs) for the June 2026 migration

Improvements

Payment-related errors are now classified separately from other WhatsApp failures for clearer diagnostics

v0.8.15.0March 31, 2026

New Features

Admins can now control whether team members see the 'clock in from schedule start' option — new toggle in Team Hub → Schedule → Attendance Rules

v0.8.14.2March 31, 2026

Improvements

Quarterly billing date calculation now handles month-end dates correctly

Bug Fixes

Task notes no longer lose text while typing — autosave no longer overwrites what you're actively writing
Fixed billing date showing next month instead of current (e.g., May instead of April for March 20 monthly billing)
Fixed month-end billing dates skipping months (e.g., Jan 31 monthly billing skipping February)
Fixed leap year billing (Feb 29 yearly now correctly goes to Feb 28)
Fixed billing date shifting by one day for certain timezones
Fixed background billing advancement overwriting manual date changes
Fixed editing billing schedule resetting the next billing date even when only changing amount or notes

v0.8.14.0March 31, 2026

Bug Fixes

Weekly and monthly attendance hours now show actual work time (clock in to clock out) instead of platform activity tracking
Late arrivals are now detected correctly — computed from clock-in time vs schedule, not from unreliable database flags
Month view no longer crashes — shows a proper error message if data fails to load
Team filter dropdown now only shows relevant options per view (Daily shows Today, Weekly shows This Week, etc.)
Past dates in Daily view now show all team members — absent members appear with red 'Absent' label instead of being hidden
Weekly view now correctly recognizes public holidays instead of marking them as absent

v0.8.13.9March 31, 2026

Bug Fixes

Bot flow builder no longer deletes nodes when using Ctrl+A, Backspace, or other keyboard shortcuts inside edit dialogs

v0.8.13.8March 31, 2026

Bug Fixes

WhatsApp template preview now shows automatically when creating a new template
Template text box expands as you type — no more scrolling inside a tiny fixed area
Applying bold, italic, or strikethrough formatting no longer jumps the text to the top

v0.8.13.7March 31, 2026

Bug Fixes

TikTok lead sync no longer fails when Smart+ ad endpoints are slow — partial results are preserved instead of losing everything

v0.8.13.6March 31, 2026

Bug Fixes

Document upload now supports files up to 50MB — large files no longer fail with a generic error

v0.8.13.5March 29, 2026

Improvements

Task pages now load significantly faster — reduced data transfer by up to 80% by fetching only essential fields
Images in task notes and comments load progressively with blur placeholders, optimized sizes, and lazy loading

v0.8.13.4March 29, 2026

Bug Fixes

Auto-stop at schedule end now works correctly — system properly detects shift end times and auto-clocks out users who close the browser
Attendance status correctly shows 'Auto-Closed' instead of resetting to 'Present' the next day
Schedule-based attendance now automatically applies to all team members when only one schedule exists

v0.8.13.3March 29, 2026

Bug Fixes

Task comments from other team members now appear correctly in real-time instead of flickering or showing as 'Unknown'
Editing comments and chat messages now auto-expands the text box to show the full content
Inline task drafts in Kanban columns can now be dismissed with an X button on hover

v0.8.13.2March 29, 2026

Bug Fixes

Pressing '?' to open the keyboard shortcuts dialog now works correctly on all keyboard layouts
Task comment indicator (blue dot) on Kanban cards now clears after viewing comments
WhatsApp template name field now auto-converts spaces to underscores as you type
Resending offers via multiple channels now attempts all channels even if one fails, with partial delivery feedback
Task status change toast now shows the stage name (e.g. 'In Progress') instead of the technical slug

v0.8.13.1March 29, 2026

Bug Fixes

Gmail import no longer creates leads from emails that don't match any configured import rule (e.g., career applications, newsletters)

v0.8.13.0March 29, 2026

New Features

Clicking '+ New Task' or pressing N on the tasks page now instantly creates a task and opens the full detail view — no more Quick Add dialog

v0.8.12.2March 28, 2026

Bug Fixes

Cursor now automatically focuses on the task name input after selecting an emoji in the kanban inline task creator

v0.8.12.1March 28, 2026

Improvements

Clear All button renamed to 'Clear all filters' and moved inline next to filter buttons for better discoverability

v0.8.12.0March 28, 2026

New Features

Admin attendance override — click any day in the monthly calendar to manually correct a member's status with a required reason and full audit trail

Improvements

All clock views now use unified status calculation with schedule awareness — consistent across daily, weekly, and monthly
Schedule resolution batched to 3-4 queries total regardless of team size, eliminating per-member query overhead

Bug Fixes

Daily timeline now shows all scheduled team members, not just those with activity
Member names display correctly on past dates instead of showing raw IDs
Team filter now works on all dates in daily view, not just today
Weekly view team filter now correctly filters by department instead of showing everyone
Late arrivals count now accurately reflects members who clocked in after their scheduled start time
Monthly calendar no longer marks members as absent when they have no schedule configured — shows 'Unscheduled' instead
Removed duplicate date navigation arrows in daily view

v0.8.11.5March 28, 2026

Improvements

Team clock week and month views now use schedule-aware status calculation — off days, holidays, and unscheduled members display correctly

Bug Fixes

Short tasks (15 min) in calendar week view can now be clicked to open — previously the resize handle blocked all clicks
Team clock month view now correctly shows pre-approved leave for future dates instead of marking them as absent
Team clock department filter no longer silently shows all-org data when a query error occurs

v0.8.11.4March 28, 2026

Bug Fixes

Tasks no longer disappear from Kanban board after marking a task as done in Calendar view

v0.8.11.3March 28, 2026

Bug Fixes

Chat notification dot on task cards now clears after you open the task and read the messages

v0.8.11.2March 28, 2026

Improvements

Task Configuration settings now auto-save instantly when you change them — no more confusing grayed-out Save button
Cleaned up Task Configuration by removing non-functional settings (Channel Mapping, Auto-Assignment routing, AI Formatting) that were never wired up
Duration dropdown in Task Configuration now matches the dark theme properly

v0.8.11.1March 28, 2026

Improvements

Test Bot now opens as a clean slide-out panel instead of a dropdown — easier to test your AI assistant while viewing settings
You can now choose which conversation flow to test with when testing your AI bot

v0.8.11.0March 28, 2026

New Features

Tasks now auto-save when you click away or press Escape — no more lost work when creating tasks from Quick Add or kanban columns
Every task creation now shows a confirmation toast with an Undo button — click it within a few seconds to undo
Your team is now automatically assigned to new tasks based on your 'My Defaults' setting in Task Configuration

v0.8.10.5March 27, 2026

Security

Security improvements

v0.8.10.4March 27, 2026

New Features

Keyboard shortcuts hint now visible in your sidebar menu — click your name, then 'Shortcuts' to see all available hotkeys

Bug Fixes

Permission checks no longer cache results from fallback paths, preventing stale access after session changes

v0.8.10.3March 27, 2026

Bug Fixes

AI settings now save correctly — fixed a permission check that could falsely deny access when browser session tokens were refreshing
Real-time notifications (lead alerts, mentions, task assignments, urgent messages) now auto-recover after connection drops instead of going permanently silent

v0.8.10.2March 27, 2026

Improvements

Branding changes (logo, colors, theme) now apply immediately across the app without waiting for cache expiry

Bug Fixes

Pipeline stages editing no longer makes leads disappear — renaming, reordering, or deleting stages now instantly updates the view instead of showing stale data for up to 24 hours

v0.8.10.1March 27, 2026

Improvements

Day Timeline shows a 'Present' bar — amber line spanning clock-in to clock-out so you can see when someone was at work even during idle periods
Overtime is now an active choice — 'Continue (1h)' button extends the session explicitly instead of silently allowing 2 extra hours

Bug Fixes

Auto-stop at schedule end now works — shift-end dialog is non-dismissible with visible countdown timer (15 min for overtime, 5 min without). System auto-clocks-out if no response

v0.8.10.0March 27, 2026

New Features

Mention tasks with @ in comments and chat — type @ then search for any task to link it inline, Notion-style with emoji and title

Improvements

Slash command menu simplified — removed the buggy /task flow in favor of the new @ mention system

v0.8.9.3March 27, 2026

Improvements

Team page reorganized — Hub, Members, and Roles are now the main tabs with Attendance views (Overview, Daily, Week, Month, Schedule, Timesheet) accessible from a dropdown button
Pontaj section renamed to Attendance with Timesheet for the admin grid — universal English labels across the interface

v0.8.9.2March 27, 2026

Bug Fixes

Clock-in reminder popup now appears correctly when work schedule starts — previously the popup never showed even with the setting enabled

v0.8.9.1March 27, 2026

Bug Fixes

Comment drafts in task details now persist when closing and reopening the dialog — your unsent text is saved automatically and restored

v0.8.9.0March 25, 2026

New Features

Auto-assign creator and team when creating new tasks — you are automatically added as assignee and your primary team is set
Configurable auto-assign preferences in Task Settings — personal 'My Defaults' section with toggles for self-assignment and team assignment
Three-tier preference system: personal override, organization default, and system fallback — admins set baseline, users customize

v0.8.8.0March 24, 2026

New Features

Complete Team Clock module redesign with 6 dedicated tabs: Overview (live roster + exceptions), Daily (date-navigable attendance + member detail), Week (color-coded grid with drill-down), Month (simplified dot heatmap with detail panel), Schedule (restructured rules + holidays), and Pontaj (admin timesheet)
Global filter bar on Team page — filter by team, member, and date range across all clock tabs with shareable URL links
Daily tab with date navigation — browse any day's attendance, click a member to see schedule vs reality detail panel
Two-layer tracking system — attendance (clock in/out) alongside task metrics (assigned, completed, completion rate) per member
Unified day status model with 10 standardized statuses: Present, Late, Partial, Absent, Leave, Holiday, Off Day, Incomplete, Auto-Closed, Overtime

Improvements

Week view now shows KPI summary cards, color-coded cells matching attendance status, expandable day detail on click, and team totals footer
Month view simplified with cleaner dot colors, clickable dots showing below-grid detail panel, and streamlined summary table
Schedule tab reorganized: templates and holidays side-by-side, attendance rules in dedicated section
Historical daily stats now correctly derive from clock records instead of live status data

v0.8.7.0March 24, 2026

New Features

Blog section with 7 bilingual articles (EN/RO): AI Business Assistant, Lead Centralization, Time Tracking, WhatsApp Flow Builder, Client Management, Team Collaboration, and Meeting Transcription
Landing page secondary feature grid showcasing Pontaj, Analytics, Team Chat, Team Hub, COSMOS Alerts, Meeting Transcription, and Partner Program
EN/RO language toggle on all marketing pages — switch between English and Romanian content instantly
Notion-style inline task creation directly inside Kanban columns without opening a modal
Comprehensive LLM documentation (llms.txt and llms-full.txt) with full product reference for AI search engines

Improvements

Product positioning updated across all marketing touchpoints — landing page, auth pages, structured data, and LLM-facing content
Sitemap expanded with blog pages and refreshed lastModified dates for better search engine crawling
Structured data enriched with a 25-item feature list and accurate product descriptions for search engines.
Privacy policy updated with correct trade registry number

Bug Fixes

Rich text headings, quotes, and code blocks now only apply to the current line instead of converting the entire paragraph
Typing '/' with text selected no longer destroys content — cursor moves to end of selection safely
Date chips in task notes now open a calendar picker instead of only showing today's date
8 production issues resolved across webhooks and AI providers.
5 additional production issues fixed including AI provider bypass and page rendering inconsistencies.

Security

Security improvements

v0.8.6.0March 23, 2026

New Features

Global Ctrl+Z undo system: undo recent changes across leads, tasks, and clients from anywhere in the app
WhatsApp welcome messages can now include a PDF follow-up sent automatically after the template
WhatsApp template creation overhauled: media headers (image/video/document), formatting toolbar, and improved variable handling
AI flows now support up to 10 images per flow (previously limited to one)
Gmail rule cards now display in a 3-column grid for a cleaner, denser layout
Cosmos AI feedback system: users can now rate AI responses, and the full conversation context is saved so the team can review and improve AI quality over time.
Task toolbar now supports department-grouped bulk assign and bulk team change

Improvements

Real-time update security hardened — access controls enforced on all live-update streams, with improved visibility into connection issues.
AI qualification template selection unified — HEADER variable blindness resolved
WhatsApp flow builder enforces a template on the initial routing question

Bug Fixes

13 production errors resolved including proxy auth headers, Meta webhook handling, and cache invalidation edge cases
Calendar sync now correctly performs initial task sync on connect and prevents duplicate calendar event mappings
Task title no longer resets to 'Untitled' while the user is still typing
Rich text editor slash menu auto-dismisses correctly when a space is typed
Lead pipeline insights now correctly uses stage sort order for qualified classification
Campaign table no longer overflows on narrow viewports
Auth fallback added for webhook routes; removed shadowing proxy that was silently discarding auth headers

Security

Security improvements

v0.8.5.0March 22, 2026

New Features

Conversation header now shows a badge indicating which AI flow is active
Interactive time picker added to the calendar quick-add popup for precise scheduling

Improvements

Calendar overlapping events now use opaque backgrounds with white text for better readability

Bug Fixes

Rich text comment editor: stale content no longer shown when editing a comment
Scheduling conflict warning added to task detail view
ANAF company lookup migrated to v9 API after v8 was decommissioned
Rich text editor slash menu no longer accidentally submits on Enter, and images are now supported in comments
Kanban column header is now always clickable for bulk selection regardless of task count
Rich text editor scroll wheel now works correctly inside dialogs
Calendar member event colors updated to match Google Calendar's accessible muted tone palette

v0.8.4.1March 21, 2026

Improvements

AI assistant rebranded throughout the app as 'Business AI Assistant' for clearer positioning

v0.8.4.0March 20, 2026

New Features

Server-side caching added across 26 data functions — significantly faster page loads for frequently accessed data.
Company data auto-populate: type a Romanian CUI or EU VAT number and company details fill in automatically via ANAF/VIES lookup
Integration token health monitoring: expiring or invalid API tokens (Meta, TikTok, Gmail) now trigger email alerts and a dashboard banner
Deployment version skew protection: users on an outdated page version are automatically refreshed after a deploy
Admin analytics dashboard with live org metrics and AI-generated reports powered by Gemini
Kanban bulk selection now supports selecting all tasks in a column with a single click
Task comments now autosave drafts so work is never lost
Task calendar events default to 30-minute duration when no end time is set
Image lightbox zoom and natural-size handling improved

Improvements

Google Calendar events now cascade overlapping entries for readable display of event names
Bulk selection toolbar floats at the bottom of the viewport for easier access
Task scheduling conflict detection repaired with a clear blocking confirmation dialog
Kanban drag-and-drop uses horizontal collision detection for more accurate card placement

Bug Fixes

Fixed a production crash that caused pages to not render correctly after deployments.
Lead search popover now reopens correctly when typing resumes
Gmail import duplicate lead prevention restored via email dedup index
PDF generation no longer causes a Worker crash on the leads page
Task detail modal now stays in sync with real-time updates from other team members
Task end time clamped to start + 15 minutes minimum instead of incorrectly advancing to the next day

v0.8.3.0March 19, 2026

New Features

New interactive onboarding system: owner welcome modal, guided checklist, spotlight tour, and confetti celebration on completion
Invited team members now get a dedicated 3-step onboarding flow
Cosmos AI can now guide new users through onboarding steps, navigate pages, and generate or remove demo data on request
Smart empty states on leads, tasks, clients, and dashboard guide new users to take their first action
Flow builder enhanced with new node types and UI improvements
Push notification service worker and notification settings improved
App now automatically recovers from stale bundle errors after a deployment without requiring a manual page refresh
Undo functionality added to Kanban task stage moves

Improvements

Welcome message flow now enforces a valid approved template before it can be set as default

Bug Fixes

Welcome message template HEADER variable mismatch resolved — fixes silent delivery failures
Onboarding checklist is now correctly positioned relative to the sidebar without layout overlap.
Mention highlighting in chat now correctly handles quoted nicknames

Security

Security improvements

v0.8.2.0March 18, 2026

New Features

Email import now supports Outlook and Power Automate in addition to Gmail, with a unified provider tab UI

Bug Fixes

Gmail toolbar button renamed to 'Mail' to reflect multi-provider support
Mail popover width adjusted to match Meta/TikTok popovers for visual consistency
Google Calendar OAuth scopes narrowed to pass verification compliance requirements
Removed stale disconnectGmail references that were causing build errors

v0.8.1.0March 17, 2026

New Features

Kanban board now loads tasks in pages — scroll to load more with customizable page size
Bulk task operations expanded: reassign, comment, and manage multiple tasks at once

v0.8.0.0March 16, 2026

New Features

Task detail view now shows a saving indicator and supports inline description editing with autosave
Tasks can now include a summary field for at-a-glance context
Rich text editor now supports image insertion in task descriptions
Image lightbox now blocks all background interaction while open, with improved zoom controls

Bug Fixes

Kanban task ordering and task creation behavior corrected

v0.7.8.1March 15, 2026

New Features

Auth: spell check disabled on all email input fields (login, register, profile setup, team invite) — prevents browser interference with email addresses

Improvements

Member role defaults updated — Settings, Team, and AI default to view-only; Referrals defaults to off for new members
Subscription plan names and feature descriptions unified for consistency across all pricing surfaces

v0.7.8.0March 14, 2026

New Features

Onboarding: new profile setup step added to the onboarding wizard
Onboarding: dynamic step progress tracking and currency support during account setup

Improvements

Google Calendar: Disconnect, Sync Now, and Settings buttons work correctly in the Calendar settings panel
Google Calendar: manual sync now runs synchronously with extended timeout for reliability

Bug Fixes

Calendar: renew-calendar-channels cron job now correctly registered and running
Calendar: fixed sync status getting permanently stuck as 'syncing'
Calendar: timezone fallback and missing initial sync issues resolved
Tasks: UTC times no longer display as local time in task detail date/time inputs

v0.7.7.1March 13, 2026

New Features

Google Calendar: added Google Calendar card to the Integrations settings page

Improvements

Platform update with enhanced password validation
Brute-force rate limiting added to the auth proxy

Bug Fixes

Leads: hard-delete now works correctly when clicking Delete (was archiving instead)
Leads: bulk delete now permanently removes leads instead of archiving them
Leads: clear error message shown when unarchiving a lead whose phone number conflicts with an existing record
Leads: Delete button added to the lead modal detail view header
Tasks: Kanban mutations now have an invalidation fallback to prevent stale board state
Calendar: redirects correctly back to tasks after connecting Google Calendar
Calendar: fixed CalendarSyncButton always showing as not-connected

v0.7.7.0March 12, 2026

New Features

Google Calendar and CRM Tasks bidirectional sync — tasks created in the CRM appear in Google Calendar and vice versa
Tasks toolbar: Calendar Sync button to connect and trigger Google Calendar sync
Insights: upgraded KPI cards and charts with visual polish and more accurate funnel calculations
Lead sharing: live stage-filtered lead sharing with field-level data control and a table layout with date column
Multi-flow: smart template selection and default flow picker — set which conversation flow handles new contacts by default
Leads: win/qualified stage toggle in the pipeline editor — mark stages as qualified or won directly from pipeline settings
Cosmos AI: real-time thinking steps UI — watch the AI reason through requests step by step
Cosmos AI: upgraded to Gemini Embedding 2 with contextual retrieval for more relevant memory recall
Cosmos AI: expanded knowledge generation across 15 platform-specific categories

Improvements

Insights funnel: cards now match pipeline stage toggles (contacted / qualified / lost) for consistency

Bug Fixes

Insights: funnel counts now use the date a lead was first qualified for accurate historical reporting, rather than their current stage.
Leads: the qualification date is now automatically recorded when a stage is marked as qualified.
Multi-flow: flow no longer destroyed on create; graceful fallback when no flow is found
Lead sharing: fixed save error and duplicate partner rows appearing in the connections popover

Security

Security improvements

v0.7.6.0March 11, 2026

New Features

Team Hub clock: leave management, public holidays, and work mode tracking (remote, office, hybrid)
Team Hub clock: Pontaj export — download attendance reports as PDF, CSV, or Excel via the Export dialog
Team Hub clock: Day Timeline view, AI-assisted clock tools, leave integration, and overtime calculations
Clients: team assignment features — assign clients directly to team members from the client management view
Demo booking: booked time slots now show as disabled (not hidden) and include phantom bookings for social proof
Demo booking: extended hours 7am–11pm, auto-detects visitor timezone, and adds a timezone picker

Improvements

Performance: replaced slow admin user list calls with org-scoped lookups — significantly faster team-related pages

Bug Fixes

Lead export: fixed cross-organization lookup failures that were blocking admin-initiated exports.
Real-time lead detail: added error handler to prevent silent subscription failures

v0.7.5.0March 10, 2026

New Features

Flow Builder: Meta message templates can now act as flow entry points — customers receive your template and are automatically routed into the correct conversation flow
Team Hub clock: Week View, Month Heatmap, and full Pontaj table for reviewing attendance and hours over time

Improvements

Sidebar user dropdown unified — clock status, account settings, and clock-in/out are now in one consolidated menu

v0.7.4.0March 9, 2026

New Features

Team Hub clock: 'Apply to All' button in the work schedule editor — set one day's hours across the full week in one click
Team Hub clock: activity ring, sidebar clock controls, and a clock-in reminder popup when you forget to clock in

Bug Fixes

Landing page: fixed blank page and scroll performance issues on mobile
Clock status selector now syncs correctly with the database status on page load

v0.7.3.2March 8, 2026

Bug Fixes

Gmail Import: critical fix — email body rules were being incorrectly outranked by subject catch-all rules, causing leads to match the wrong import rule.
Status banner: no longer triggers false error alerts for temporary network blips.

v0.7.3.1March 5, 2026

Improvements

Gmail Import script bumped to v2.7: self-reports version and uses a 3-day search window for more reliable lead capture

Bug Fixes

Gmail Import: critical fix — null hasWords value no longer causes script crash on certain rule configurations
Team invitations: added fallback when user profile update fails during signup, preventing blocked onboarding
Tasks: bulk delete optimized in both Kanban and data table views

v0.7.3.0March 4, 2026

New Features

Team Hub: full Pontaj (time-tracking) system — clock in/out, activity tracking, work schedules, and live dashboard
Team Hub: member roster with live clock-in status, elapsed time display, and activity feed showing only active members
Offers: link expiry feature — set an expiration date on shared offer links
Offers: shareable link generation directly from the Send Offer panel
Offers: PDF editing functionality integrated into offer components

Improvements

Performance: fixed critical INP and LCP bottlenecks on leads, clients, and AI pages for faster interactions
Gmail Import: enhanced script version reporting and config API handling

Bug Fixes

Team Hub clock: correctly fetches live clock state on mount instead of showing stale UI
Team Hub dashboard: consolidated duplicate sections for a cleaner, more compact layout

v0.7.2.0March 3, 2026

New Features

AI Qualifier Bot: usage-based pricing with live conversation tracking — see exactly how many AI conversations you've used
Dashboard: live AI quota usage bar with awareness banner when approaching limits
Integrations settings page redesigned with a uniform card grid — cleaner and easier to navigate
Subscription management and notification settings improvements on the dashboard

Improvements

Removed redundant WhatsApp Messages metric from Usage Metrics to reduce clutter

v0.7.1.0March 2, 2026

New Features

Server error tracking is now fully instrumented — errors are captured with full context instead of silently failing.
AI provider resilience hardening — AI features now recover gracefully from provider outages with fallback logic
Improved tracking and logging for AI operations.

Improvements

Pricing updated: Standard plan now €39.99/month, Pro plan €79.99/month across all pages and SEO schema

Bug Fixes

Auth: improved session recovery — prevents access failures in rare edge cases where session data is incomplete

v0.7.0.0March 1, 2026

New Features

Cosmos AI: complete intelligence overhaul — significantly smarter responses and context awareness
Cosmos AI: per-user memory system that remembers preferences and past interactions across sessions
Cosmos AI: Memory Management panel — view, edit, and delete your saved AI memories
Cosmos AI: role-based memory approval queue — managers can review and approve team AI memories before they persist
Tasks: replaced time picker scroll list with a grid-style hour and minute selector for faster input

Improvements

Optimistic updates and error handling improved across task and message mutations

Bug Fixes

Kanban pipeline no longer shows empty when authentication headers were missing from certain requests
Auth fallback added so authentication works even when middleware headers are not present

v0.6.11.1February 26, 2026

New Features

Billing schedules now support percentage-based entries in addition to fixed amounts
Task calendar overlap layout corrected — overlapping tasks now display side by side like Google Calendar

Bug Fixes

Fixed AI assistant panel errors related to file uploads, action tracking, and team operations
Fixed task end time timezone bug and improved the time picker scroll behavior
Fixed tasks team filter defaulting to All Teams instead of the user's own team
Fixed lead notifications routing to a non-existent page instead of opening the lead modal

v0.6.11.0February 25, 2026

New Features

Chat system unified across leads and clients — shared core with consistent mentions, read receipts, and COSMOS AI integration
Professional branded email templates for all auth flows (invitations, password reset, etc.)
Team Hub gains financial KPI access controls — restrict who can view department revenue data
Presence system hardened — users no longer appear as 'live' after leaving a record

Bug Fixes

Fixed @mention notifications failing due to a database constraint rejecting new message source types
Fixed tasks team view not respecting the saved default filter configuration

v0.6.10.0February 24, 2026

New Features

Task calendar now supports drag-to-resize events, with changes synced in real time across all task views
Full real-time sync for leads and clients — changes made in one browser tab or by a teammate appear instantly everywhere
Leads now track the last activity date for accurate inactivity detection and auto-archive
Currency management settings added with cross-tab sync validation
Legal documents updated with comprehensive liability terms

Improvements

Task stage changes now save instantly across all views

Bug Fixes

Fixed signup flow incorrectly creating duplicate organizations for existing email addresses
Fixed invitation URL inconsistencies and password validation gaps in the invitation acceptance flow

v0.6.9.2February 23, 2026

New Features

Team invitation link is now always available for clipboard copy and manual sharing — Copy Link button added to the invitations table

Improvements

Navigation sidebar reorganized — Organization section now appears above Income Opportunity
Meeting transcription upgraded to PyAnnote AI Precision-2 for more accurate speaker identification

Bug Fixes

Fixed a race condition that could cause a blank screen when converting a lead to a client
Fixed Gmail import silently discarding re-submitted leads instead of enriching existing records

Security

Security improvements

v0.6.9.1February 21, 2026

New Features

Offer PDFs can now be previewed directly in the service modal and send panel before delivery
WhatsApp offer messages are now editable with a saved template per organization
Production-grade notification system for leads, tasks, and due dates — notifications now appear reliably and route to the correct page
Leads gain a configurable 'Contacted' stage flag for accurate Uncontacted metrics

Bug Fixes

Fixed the back button not returning to the correct client or lead when navigating from tasks

v0.6.9.0February 20, 2026

New Features

Offers system fully rebuilt: upload or auto-generate PDFs per service, send offers via WhatsApp or email, track when recipients open them, and view all sent offers in a dedicated tab
Meta Ads integration now shows OAuth scopes and token expiry, with a clear re-authorization flow
AI assistant now handles live approval requests — approve or reject AI actions directly from the panel
Settings forms now show success confirmations after saving

Bug Fixes

Fixed Gmail import rule matching — rules now use full server-side AND logic so all conditions must match
Fixed duplicate or incorrect lead names being imported from email webhooks

v0.6.8.0February 18, 2026

New Features

Schedule AI conversations in bulk — set a date for the AI to start reaching out to selected leads
Pipeline stages can now be marked as win or loss for accurate conversion metric calculation
Billing schedules now support a 'mark as paid' action and show a billing summary
Form response rules are now applied automatically during lead processing
Team Management page redesigned to focus on Roles & Permissions

Bug Fixes

Fixed the Uncontacted leads metric always showing 0
Fixed lead stats not refreshing after a stage change
Fixed TikTok Ads sync not capturing ad and campaign names

v0.6.7.1February 17, 2026

New Features

Meeting transcription now uses voice profiles to identify and merge speakers automatically
Calendar supports click-to-create tasks with automatic due date population
Tasks now support team assignment — assign a task to an entire team, not just an individual

Bug Fixes

Fixed dropdowns, date pickers, and popovers appearing behind modals and the COSMOS AI panel
Fixed Kanban cards stacking incorrectly during drag and drop
Fixed client stats and counts not respecting team-level access restrictions correctly

v0.6.7.0February 15, 2026

New Features

Leads auto-archive system — leads inactive beyond a configurable threshold are automatically archived, with a timeline view of archiving activity
Client management now supports team member prioritization and updated billing schedule options
Meeting recordings can now be linked to a client record directly from the meeting detail view

v0.6.6.0February 13, 2026

New Features

Bulk actions toolbar now dynamically reflects your pipeline stages
Google Calendar integration gains the ability to create events with a Google Meet link

Improvements

Role editing modal redesigned with cleaner permission level selectors and bulk controls
COSMOS alerts now display richer metadata in alert cards

Bug Fixes

Fixed deal value parsing errors on the dashboard metrics cards

v0.6.5.2February 12, 2026

New Features

Kanban board now loads columns progressively with cursor-based pagination — no more missing leads on large pipelines
Team invitations now handle existing users correctly with a dedicated invitation link flow

Improvements

Eliminated duplicate network requests on page load, making the Kanban board noticeably snappier

Bug Fixes

Fixed a bug where the server-side prefetch limit was hiding leads from the Kanban view

v0.6.5.1February 10, 2026

New Features

Task calendar view added — visualize tasks on a calendar alongside the standard views
Lead export now supports advanced filtering options and opens in a dedicated modal

Improvements

Further performance optimizations: faster permission checks, parallel data loading, virtualized leads table for large datasets, and reduced auth overhead

Bug Fixes

Fixed Google Sign-in getting stuck on 'Connecting…' indefinitely
Fixed navigation progress bar not displaying correctly

v0.6.5.0February 9, 2026

New Features

Rich text editor with @mention support for notes on leads and clients
Leads list view now shows phone and website columns with a column visibility toggle
Added inline stage change directly from the leads list — no need to open the lead
Tasks now show completion indicators and support optimistic (instant) completion
COSMOS alerts system is now live — AI-powered alerts appear in the sidebar
Password recovery flow overhauled with improved session management
Integration management links added to lead and client settings sections
Real-time presence system refactored — see who else is viewing the same record

Improvements

Significant performance improvements across the app: faster page loads, reduced network requests, lighter JavaScript bundles, and snappier navigation feedback

Bug Fixes

Fixed deal value and next invoice date not being saved when converting a lead to a client
Fixed missing alert permissions causing alerts page to be inaccessible

v0.6.4.0February 7, 2026

New Features

Added conversation status tracking — see at a glance which conversations are open, waiting, or resolved
AI qualification enhancements for incoming WhatsApp conversations
Onboarding now supports custom field configuration and tracks import job progress

v0.6.3.0February 6, 2026

New Features

Introduced billing schedule management — create, edit, and track billing milestones for clients
Meta Ads and TikTok Ads integrations can now backfill historical leads

Bug Fixes

Fixed live updates dropping when returning to a tab after a period of inactivity
Fixed owner role changes being incorrectly blocked when multiple owners exist
Fixed referral records not activating immediately after a successful payment

v0.6.2.0February 4, 2026

New Features

Gmail import now supports assigning multiple team members to incoming leads
Lead segments now support all available filter types
Bulk lead updates now support managing assignees
Departments can now designate a default department

Bug Fixes

Fixed broken login links that were pointing to the wrong URL
Fixed a crash that occurred during page navigation

Security

Security improvements to data access controls and permission enforcement

v0.6.1.0February 2, 2026

New Features

Complete rebuild of the Offers system with improved structure and dashboard integration

Improvements

Refreshed color palette and visual theme consistency across the app

v0.6.0.0February 1, 2026

New Features

Redesigned dashboard with faster server-side data loading and real-time metric breakdowns by time period

v0.5.10.1January 31, 2026

Improvements

Error reporting coverage expanded across all remaining pages

Bug Fixes

Fixed rendering errors on Google Calendar and WhatsApp settings pages
Fixed Gmail auto-assign not logging validation errors correctly

v0.5.10.0January 30, 2026

New Features

Real-time architecture upgraded to event-driven broadcasts — all live updates (leads, clients, notifications, chat) are now faster and more reliable
Lead import settings consolidated into the Integrations page for easier access
Gmail Apps Script setup guide redesigned with improved step-by-step instructions

Improvements

Subscription plan limits updated to support larger teams
Invite member dialog now loads available roles dynamically with improved loading states
Lead fetching now enforced server-side, ensuring team members only see the leads they are authorized to access

v0.5.9.1January 24, 2026

Improvements

Billing page now loads subscription data server-side for faster display

Bug Fixes

Fixed crash when accepting a team invitation via email link
Fixed duplicate Stripe customers being created during checkout in some edge cases
Fixed team invite acceptance failing after a server action hash mismatch

v0.5.9.0January 22, 2026

New Features

Bulk AI qualification — select multiple leads and run AI qualification on all of them at once
AI lead summaries are now saved and reloaded automatically — no need to regenerate on each visit
GDPR marketing consent checkbox added to WhatsApp lead capture forms
Welcome automation settings now available directly in the AI Settings panel and Quick Toggles sidebar
Qualification criteria can now be managed inside the Flow Builder

Improvements

WhatsApp AI flow guidance unified for more consistent conversation handling
Phone number normalization improved for more reliable lead matching from WhatsApp

Bug Fixes

Fixed Kanban selection mode interfering with lead context menus
Fixed Gmail name extraction failing for certain email address formats

Security

Security improvements

v0.5.8.1January 21, 2026

New Features

WhatsApp Business phone number registration now available directly from the integrations settings page
WhatsApp template variables now support HEADER component mapping

Improvements

AI settings form shows unsaved changes indicator and a reset button
Template variable mapping UI for WhatsApp message templates

Bug Fixes

Fixed WhatsApp OAuth callback failing due to missing scope permissions
Fixed WhatsApp template sync errors and improved user-facing error messages

v0.5.8.0January 19, 2026

New Features

Flow Builder: import and export conversation flows for backup or sharing between organizations
Flow Builder: visual warnings highlight nodes referencing deleted tags or pipeline stages
Flow Builder: broken conditional connections are automatically repaired on load
Duplicate contact detection when creating a new client — warns if a matching phone or email already exists
Client table now shows copyable email addresses with one click

Improvements

WhatsApp AI now links conversations to leads, enabling AI features on lead-sourced chats
Stage action execution now handles flexible target stage references more reliably

Bug Fixes

Fixed AI interaction counts not displaying correctly on Kanban lead cards

v0.5.7.0January 17, 2026

New Features

Referral codes — users can now enter a referral code during onboarding to unlock promotions
Referral tracking captures referrer details and links them to new subscriptions

Improvements

Subscription checkout now correctly applies promotion codes

v0.5.6.0January 16, 2026

New Features

Legacy AI bot rules automatically migrate to the new Flow Builder format with a one-time migration banner
Flow Builder: added Auto-Tag and Behavior Modifier node types with full edit dialogs
Flow Builder: global rules panel now supports live editing of AI behavior overrides

Improvements

Toast notifications now match the glass design system
Clients list filtering now enforces team-level access so team members only see authorized records

Bug Fixes

Fixed task creation cache not updating correctly after adding a task from a client or lead page
Fixed various error handling and UI responsiveness issues across the dashboard

v0.5.5.2January 15, 2026

New Features

Clients can now be assigned to a team for team-based data isolation — members only see their team's clients
Column visibility in the clients table now respects field-level permissions

Improvements

Flow Builder connection management and drag-connect behavior improved

Bug Fixes

Fixed several critical bugs in the Conversation Flow Builder (node deletion, undo behavior, edge-case connections)
Fixed smart login fallback routing for users who don't have dashboard access
Fixed TikTok API errors caused by incorrect page size limits
Fixed task visibility issues on client and lead detail pages for custom pipeline stages

v0.5.5.1January 14, 2026

New Features

Meta Ads integration now fetches ad-level metadata (ad name, campaign, ad set) for richer lead attribution
TikTok Ads sync now supports backfill mode and handles multi-source form discovery in parallel

Improvements

TikTok leads synchronization is now more reliable with improved error handling and detailed logging

Bug Fixes

Fixed Cosmos AI occasionally generating hallucinated responses — switched to Gemini Flash model for accuracy

v0.5.5.0January 13, 2026

New Features

AI Conversation Flow Builder V3 — build multi-step conversation flows with conditional branching, stage/tag actions, behavior modifiers, and auto-tagging nodes
Flows support global rules that override AI behavior across all conversations
Persistent page size preference in client and lead tables — your last-used page size is remembered

Improvements

AI settings form now has dedicated tabs for bot configuration vs. conversation flows

v0.5.4.0January 12, 2026

New Features

AI Bot Settings V2 — comprehensive new configuration panel with advanced conversation options
WhatsApp AI now uses persistent conversation memory, maintaining context across the full conversation history

Improvements

Expanded database configuration fields to support new AI capabilities

v0.5.3.0January 11, 2026

New Features

Kanban board now supports drag-to-reorder tasks within columns, with a visual purple drop indicator
AI tag handling now uses semantic matching — tags are applied even when phrasing differs slightly

Improvements

WhatsApp AI now uses a unified handler for more consistent and reliable responses

Bug Fixes

Fixed task drag-and-drop issues on Kanban board

v0.5.2.0January 10, 2026

New Features

Rate limiting added across all API endpoints to protect against abuse
Comprehensive input validation and filter sanitization applied across the platform

Improvements

Consistent error logging and handling across all server actions and API routes

Security

Security improvements

v0.5.1.1January 5, 2026

New Features

Optimistic UI updates — changes to clients, leads, and tasks appear instantly before the server confirms them

Improvements

Leads page loads significantly faster with optimized data fetching
Error reporting now sends detailed crash reports automatically for faster issue resolution
Loading skeletons now match your organization's brand color

Bug Fixes

Fixed column visibility dropdown not positioning correctly in some views

v0.5.1.0January 3, 2026

New Features

Notifications now update in real time without requiring a page refresh
Lead and client pages prefetch data in the background for instant navigation

Improvements

Navigation no longer shows stale data after switching between leads and clients

Bug Fixes

Fixed authentication issues caused by cookie parsing errors

v0.5.0.1January 2, 2026

New Features

WhatsApp reports can now be copied in full and analyzed with AI
Revamped dashboard with richer data visualization and improved layout

Improvements

AI response timeout increased to 20 seconds for more reliable answers
Onboarding success page now shows a retry option if subscription verification fails

Bug Fixes

Fixed qualification questions not parsing correctly from AI responses
Fixed server errors appearing in browser console during initial page load

v0.5.0.0January 1, 2026

New Features

Improved loading performance with smarter component-level caching and dynamic rendering

Improvements

Faster and more stable data fetching for tasks and follow-up queries

v0.4.10.0December 31, 2025

New Features

Inline Settings UX pattern — settings panels open in context (popovers/dialogs) rather than navigating away to a settings page
Auto-tagging rules enhanced with improved rule validation and normalization

Improvements

AI bot configuration settings normalized for consistency across all configuration surfaces
Validation error messages improved across AI and WhatsApp features — errors are specific and actionable

v0.4.9.0December 30, 2025

New Features

WhatsApp AI bot now uses a scalable background processing queue — messages are processed reliably even under high load
Task Comments — add threaded comments to any task for team collaboration

Improvements

WhatsApp message processing pipeline hardened to prevent dropped messages

v0.4.8.0December 28, 2025

New Features

AI Qualifier Bot overhauled — improved conversation flow, qualification logic, and handoff to human agents
Partner discount code management — generate, regenerate, and manage referral discount codes
Protocol demo and onboarding flow revamped with improved animations and clearer steps

Improvements

Color theme updated to align with brand identity
Agent execution monitoring added for observability into AI bot behavior

v0.4.7.0December 27, 2025

New Features

HSL-based theming system — the entire color palette is now dynamically generated from your brand color, enabling true white-label theming
Reliable background job processing — AI tasks and incoming webhook events now use a durable processing queue
AI Assistant panel repositioning and rendering improvements for better usability across screen sizes

Improvements

AI features and dashboard components optimized for smoother performance

v0.4.6.0December 26, 2025

New Features

Cosmos AI V2 Architecture — multi-provider AI orchestrator with support for multiple AI models and real-time streaming
Notion-style AI Execution Trace UI — see exactly which tools the AI called, what data it used, and how it reached its answer
Real-time AI response streaming — AI replies appear word by word instead of all at once

Security

Security improvements: patched React Server Components CVE vulnerabilities

v0.4.5.0December 24, 2025

New Features

AI Assistant can now read and analyze CSV, Excel, and DOCX file attachments uploaded in chat
File attachments displayed inline in chat message threads
WhatsApp Business template management — create, edit, and delete message templates directly from CRM settings

Improvements

AI chat response handling improved for more reliable message delivery and validation

v0.4.4.0December 23, 2025

New Features

Role-Based Access Control (RBAC) — granular permissions for every page and feature, with data scope enforcement per role
Permission checks added to Offers and Referrals — only authorized roles can create or manage these resources
Billing recurrence management — set and auto-advance billing cycles on client records
Invoice reminder settings on client records — configure automated invoice reminders per client

Improvements

Onboarding flow redesigned with a 'Protocol' theme and Framer Motion animations

Security

Security improvements: role-based data scope enforcement ensures users only access data permitted by their role

v0.4.3.0December 22, 2025

New Features

WhatsApp notification settings — configure which events trigger WhatsApp alerts
React Query performance overhaul — eliminated refetch storms across the app for significantly smoother UI interactions

Improvements

Calendar status sync keeps reminder states consistent between CRM and Google Calendar
Task management error handling prevents crashes on failed operations
URL and input validation tightened across forms

Bug Fixes

Fixed various error handling edge cases in task operations and entity qualification

v0.4.2.0December 21, 2025

New Features

Client reminder system with recurrence options — set one-time or repeating reminders on any client
Google Calendar sync — client reminders and events sync to your Google Calendar
Undo last action — a timed undo option appears after destructive actions so mistakes can be reversed
AI token usage tracking and cost monitoring dashboard for admins
Auto-tagging configuration now supports model-specific settings per tag rule
Ad metadata caching for Meta and TikTok webhooks — ad names and campaign info load instantly on leads

Improvements

Clients table sorting handles mixed deal value formats (currency symbols, text) intelligently
Source map support added for error reporting — stack traces now show original source file and line numbers

Bug Fixes

Fixed Meta Ads standard field matching to avoid false matches on partial field names
Fixed clients table sorting and pagination edge cases
Fixed text overflow in client table cells

v0.4.1.0December 20, 2025

New Features

Meta-style smart filter search for clients — type a filter like 'tag:VIP' or 'status:active' to instantly narrow results
Filter suggestions with recent filter history, clear all, and remove individual recent filters
Duplicate lead detection now shows a user-friendly message instead of a raw error when a duplicate is found
Table column preferences saved per user — your column choices persist across sessions

Improvements

Inline tag selection available directly in the filter bar
Clients page fully server-side rendered for faster initial load

v0.4.0.0December 19, 2025

New Features

Upgraded AI engine to Gemini 3 Flash Preview — faster responses and improved understanding across all AI features
Meta Ads backfill — import all historical leads from before your Meta integration was connected
Task multi-assignee support — assign a task to multiple team members simultaneously
Tasks now support rich notes for detailed context
AI Automation dashboard shows WhatsApp connection details and management actions inline

Improvements

AI data refresh integrated into offer, client, and lead detail views — AI always works with the latest data

v0.3.14.0December 15, 2025

New Features

Offer save and preview features — draft, preview, and finalize offers before sending
Team Hub department management — create departments and organize team members
Optimistic UI updates in Team Hub — member assignments feel instant with no loading delay
AI Team Hub operations — ask the AI to list team members, check assignments, and more

Improvements

Client sorting and filtering options expanded with additional sort fields

v0.3.13.0December 14, 2025

New Features

Task Kanban Board — view and manage tasks in a drag-and-drop pipeline view, in addition to list view
Tasks now support tags for better organization
Products Catalog — manage your products and services catalogue directly in the CRM
Offers and Bundles — create and manage service packages and proposals
AI can now create, update, and manage tasks, pipeline stages, products, and offers via natural language
Cross-organization lead export/import — securely transfer leads between workspaces
Clients page pagination with configurable page size
Meta Ads token auto-refresh cron job — access tokens are refreshed automatically before expiry
COSMOS AI Assistant launched — full AI orchestrator with tool execution visible in the UI

Improvements

Meta Ads integration now lists all connected pages with selection state management
Client import gains deal value parsing from imported data

Bug Fixes

Fixed task creation failing due to database check constraint violation
Fixed clients table sorting by invoice date
Fixed active clients not always appearing first in status-sorted view
Fixed AI chat message persistence and data refresh after AI actions

v0.3.12.0December 13, 2025

New Features

AI Semantic Cache — AI responses for similar queries are cached, making repeated lookups instant
AI Feedback and Bug Report system — report issues with AI responses directly from the AI panel
Design system color tokens implemented — consistent, accessible color palette across the entire app

Improvements

Client import enhanced with custom field mapping and data transformation rules

Bug Fixes

Fixed race conditions in AI chat message display and saving
Fixed AI chat session message loading ordering

Security

Security improvements including GDPR compliance enhancements for AI data handling

v0.3.11.0December 12, 2025

New Features

Dark mode intensity customization — choose how dark the dark mode theme appears
Settings restructured into dedicated sub-pages for easier navigation

Improvements

Kanban drag-and-drop performance significantly improved
Glass effect styles optimized for faster rendering

Bug Fixes

Fixed lead conversion issue when converting leads to clients
Fixed AI response handling edge case during lead conversion

v0.3.10.0December 11, 2025

New Features

Custom client fields — add your own fields to client records (text, number, date, select, and more)
Activity logging for leads and clients — every change, note, and interaction is recorded in an activity timeline
Invite Member flow added to Team Hub
Error reports now support image and video attachments with automatic video thumbnail generation
Team Hub enhanced with real-time presence indicators and TanStack Query for instant data updates

Improvements

Client KPI integration in client detail tabs
Tag picker scrolling improved for long tag lists

Bug Fixes

Fixed Kanban board scrolling behavior regression

v0.3.9.0December 10, 2025

New Features

AI Document Analyzer — upload contracts, proposals, or any document and have the AI extract deal values and key information
Web push notifications — receive browser notifications for important CRM events even when the app is not open
WhatsApp welcome message toggle — choose whether new leads receive an automated WhatsApp greeting
Custom WhatsApp welcome message templates — select or customize the template sent to new leads
Pipeline stage transition rules — define automatic stage changes based on lead activity
Multi-language lead extraction from emails — AI now recognizes lead data in Romanian and other languages

Improvements

WhatsApp AI bot gains a 'casual' personality option for a more conversational tone
AI response guidelines tuned for more natural, human-like interactions

Bug Fixes

Fixed lead stage being reset to default when saving notes

v0.3.8.0December 9, 2025

New Features

AI Q&A extraction from Gmail emails — the AI automatically pulls structured answers from inbound email leads
Client detail page fully redesigned with new tabbed layout and improved information hierarchy

Improvements

Meta OAuth now fetches all Facebook pages including Business Manager accounts with full pagination
Meta OAuth forces reauthorization to ensure all pages are selectable after reconnecting

Bug Fixes

Fixed Meta Ads status panel showing stale 'Connected' state after disconnecting

v0.3.7.0December 8, 2025

New Features

Channel Auto-Tags — automatically tag leads based on which Meta or TikTok ad they came from
TikTok Auto-Discovery for Instant Forms — automatically finds all your TikTok ad forms without manual configuration
Facebook/Meta OAuth integration using two-app architecture for broader page access
Document upload support in client creation and lead conversion forms
Form response data from TikTok and Meta ads now stored and displayed on lead records

Improvements

Meta Ads cron job now applies auto-tags and handles errors more robustly
TikTok lead import CSV parser rewritten to RFC 4180 standard — handles commas in quoted fields correctly

Bug Fixes

Fixed TikTok CSV field extraction for Romanian-language ad forms
Fixed Meta Ads field matching — removed greedy partial matching that incorrectly matched ad names
Fixed website field not being extracted from TikTok lead imports

v0.3.6.0December 7, 2025

New Features

TikTok Ads lead sync cron job — leads are automatically imported from TikTok Instant Forms on a schedule
TikTok lead backfill support — import historical leads from before the integration was connected
Inline notes editor integrated into lead detail view
Performance Insights dashboard cards — customizable stats with lead conversion metrics
Customizable Kanban card display — choose which fields show on each card
Mobile Kanban improvements including drag handles and optimized touch interactions
Client detail page and activity timeline redesigned for improved layout

Improvements

Pipeline stage editor gains a color picker for custom stage colors
Inline tag editing now available directly on client records

Bug Fixes

Fixed TikTok OAuth service field alignment with API requirements
Fixed TikTok lead sync time range for initial imports

v0.3.5.0December 6, 2025

New Features

Unified tag system with categories — organize tags by type (source, status, custom) and track tag history on leads
Comprehensive tag filtering in leads and Kanban — filter by tag category, team member, and date range in one panel

Improvements

Tag display on Kanban cards overhauled with sorted badge list
Tag retrieval performance improved with optimized queries and caching

Bug Fixes

Fixed tag manager not displaying tags due to missing server-prefetched data
Fixed unified tag filter broken by missing team member data flow

v0.3.4.0December 5, 2025

New Features

Gmail integration: connect/disconnect Gmail, auto-create filters from CRM rules, and manage webhook configuration from settings
Website and company fields added to lead management
Kanban board sticky scrollbar for smooth horizontal scrolling on wide pipelines
Scroll position restored when navigating back to leads from a lead detail view
Custom drag-and-drop collision detection on the Kanban board for more precise card placement

Improvements

TikTok Ads integration now includes selected advertiser IDs for more accurate lead attribution

Bug Fixes

Fixed multi-assignment UUID array bug preventing leads from being assigned to multiple team members
Fixed Gmail import label nesting issue
Sidebar and background styles updated for better accessibility and contrast

v0.3.3.0December 4, 2025

New Features

@Mentions support in client notes and Team Hub — tag teammates and get notified
@Mentions notifications appear in the Notification Center
Task management launched — create, assign, and track tasks with full CRUD operations
Lead source options expanded with additional channels

Improvements

Authentication flow strengthened with password validation and clearer error messages
Platform upgraded to the latest framework versions for improved performance and faster builds

v0.3.2.0December 3, 2025

New Features

Referral partner program — generate and share referral links directly from the app
Gmail Apps Script integration for automatic lead import from Gmail
Automation triggers for lead and client creation events
CSV import improvements with better error handling and field validation
Error reports can now be shared via a copy link button, with bulk delete support

Improvements

Sidebar layout and spacing refined for a cleaner navigation experience
Typography system implemented for consistent text sizing and weight across the app

Bug Fixes

Fixed dropdown selects not handling empty 'None' values correctly

v0.3.1.0December 2, 2025

New Features

Team Management page added — invite, view, and manage team members from a dedicated page
Subscription validation and usage limits now enforced across lead and client creation
AI Automation settings redesigned with a cleaner layout and improved bot configuration
WhatsApp AI bot rate limiting to prevent message flooding
Analytics page enhancements with additional data points

Improvements

Error reporting system now captures user context, session stats, and sends email alerts via Resend
Centralized error logging across all API routes and components

Security

Security improvements to webhook signature validation and error report endpoints

v0.3.0.0December 1, 2025

New Features

Advanced tagging system with auto-tagging, color-coded tags, and default tags for new clients
Customizable dashboard stat cards — choose which client and lead metrics appear on your dashboard
Client platform management and target metrics tracking in client detail view
Inline account manager editing directly from the client list
Kanban column sorting — sort leads within each stage by any field
Onboarding flow improvements with clearer success states and smoother auth callbacks

Improvements

Glassmorphic design system rolled out consistently across all components
Dark mode styles standardized — loading skeletons, cards, and inputs now match
TikTok Ads integration settings streamlined with improved OAuth callback handling

Security

Security improvements including hardened HTTP security headers and enhanced session cookie handling

v0.2.9.0November 30, 2025

New Features

Lead priority scoring system — automatically rank leads by importance

Improvements

Development environment scripts for faster local setup and deployment

v0.2.8.0November 29, 2025

New Features

Dashboard metrics now show real data — lead counts, conversion rates, and trends calculated from actual records
Customizable dashboard stat cards — rearrange and personalize which metrics you see
Pipeline settings — configure your pipeline stages directly from the leads page
Lead priority scoring — leads are automatically scored by priority based on activity and data

Improvements

Significant performance improvements across the dashboard, leads, and clients pages
Permissions data cached with React Query to avoid redundant server requests

v0.2.7.0November 28, 2025

New Features

Dynamic organization branding in browser metadata — your organization's name and logo appear in the browser tab
WhatsApp webhook now triggers immediate AI responses with a typing indicator for a natural feel

Improvements

Performance improvements — removed heavy visual filter effects causing GPU slowdowns

v0.2.6.0November 27, 2025

New Features

WhatsApp Cloud API integration — receive and respond to WhatsApp messages directly in the CRM
AI-powered lead qualification via WhatsApp — the AI bot qualifies incoming leads automatically

Improvements

Onboarding flow improved — new users are automatically set up with an organization on first sign-in
Dashboard layout made fully responsive across screen sizes

Bug Fixes

Fixed new-user onboarding getting stuck due to a database permissions conflict
Fixed state management issues causing stale data on the leads and dashboard pages

v0.2.5.0November 26, 2025

New Features

Gmail integration — automatically import leads from incoming emails with AI-powered data extraction
Manual email review queue — review AI-extracted leads before they enter your pipeline
Scheduled Gmail sync — emails are processed automatically on a schedule
Client financial management — track documents, invoices, payment reminders, and reports per client
Client hyperlinks — store and manage important links (websites, social profiles) on client records

Improvements

Faster page navigation with React Query data caching across the dashboard

v0.2.4.0November 21, 2025

New Features

Meta Ads integration — connect your Facebook/Instagram ad account to automatically capture leads
Client import and export — move client data in and out of the system
Lead deduplication — automatically detect and prevent duplicate leads

v0.2.3.0November 17, 2025

New Features

Clients page with full client management — cards, table view, and bulk actions
Segment management system for grouping and organizing clients
Team management with role-based permissions and subscription-based member limits

Improvements

Lead filters redesigned with glassmorphic styling

v0.2.2.0November 15, 2025

New Features

Lead performance statistics cards on the dashboard — see key metrics at a glance
Stripe subscription checkout with intelligent cancellation handling

Improvements

Glassmorphism design applied consistently across all UI components
Sidebar navigation visual consistency improvements
Light mode glass effects fixed for better readability

v0.2.1.0November 10, 2025

New Features

Company branding customization — set your organization's name, logo, and colors
CSV export and import for leads — bulk download your leads or upload a spreadsheet to import them with duplicate detection

Improvements

UI consistency improvements across all pages

v0.2.0.0November 3, 2025

New Features

Lead conversion tracking — mark leads as converted and track progress through the pipeline
WhatsApp and AI integration dependencies added, enabling upcoming automation features

Improvements

Performance improvements to the Kanban board layout and component organization

v0.1.3.0October 23, 2025

New Features

Edit lead details inline directly from the Kanban board
Filter leads by criteria on the Kanban board

Bug Fixes

Fixed modal layering issues where dialogs appeared behind other elements

v0.1.2.0October 22, 2025

New Features

Create new leads using a form with full validation
Landing page and authentication screens redesigned with premium black and gold theme

Improvements

Kanban board now updates immediately after adding a lead — no manual refresh needed

v0.1.1.0October 21, 2025

New Features

Kanban board for lead management — drag and drop leads between pipeline stages
Dark and light theme toggle with black and gold brand aesthetic

Improvements

Smooth drag-and-drop animations across all directions on the Kanban board
Liquid glass visual effects applied to cards and dialogs

v0.1.0.0October 20, 2025

New Features

Multi-tenant authentication system — each organization gets its own isolated workspace
Initial database schema with organization-level data separation

v0.14.3May 10, 2026

Improvements

Live updates now retry indefinitely when the connection drops, instead of giving up after 5 attempts and going silent
New shared reconnect engine: automatic backoff (1s→60s), instant recovery when the network returns or the tab regains focus
Session token is refreshed before every reconnect attempt, preventing stuck connections after long idle periods

Bug Fixes

Notification bell now correctly highlights escalations as the highest-priority signal, separate from other AI alerts
Urgent-message banner subscription fixed — session token was not being applied before connecting, causing occasional silent failures

v0.14.10May 12, 2026

Bug Fixes

Emails forwarded through cPanel or similar systems no longer show a machine-generated address as the sender — the original sender is now correctly identified from the email headers
Contact form submissions and other emails with formatted or encoded content are now correctly read, so the full message body appears in the inbox instead of a blank or garbled body

v0.14.46May 18, 2026

Improvements

Clocking in or out twice in quick succession no longer shows an error — the system recognises the action as already completed

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