Connected services can request consent
You can provide the required consent before connected services run.
Product updates
Changelog
Product updates, fixes, and improvements.
Confirm quick-add record creation
Quick-add now shows a confirmation message when a record is created.
Show date-only calendar events on the correct day
Events without a time now appear in the detail panel for the day they belong to.
Return smoothly to the desktop app after signing in
Desktop sign-in now returns you to the app more reliably.
Review access before using connected workflows
Connected workflows now let you review and approve access before continuing.
Recover more gracefully from unexpected errors
The app now reports unexpected problems more clearly and can recover in more situations without interrupting your work.
Meeting options stay out of the way during setup
Meeting options no longer appear while you complete account setup, keeping the experience focused.
Long conversations load more efficiently
Long conversations remain responsive as they grow.
Tasks are less likely to run more than once
Tasks are now less likely to run more than once, improving completion consistency.
Stale connections recover automatically
Connections that become stale can recover without requiring the workspace to be reconfigured.
Handle unfinished table edits more safely
Table edits are preserved when you click away, saved when you press Enter, and discarded when you press Escape.
Keep the title visible while adding a row
The title column stays in view when adding a row and moving across the table.
Improve creator selection in records
Creator selections and the selection list are now easier to view and navigate.
Preserve meeting recorder state after restarting
The meeting recorder now remembers its state after the app is restarted.
Move the meeting recorder control when needed
You can now reposition the recorder control so it does not cover important content.
Keep assistant tasks controllable
You can stop and guide assistant tasks while they are in progress.
Clear completed activity indicators
Activity indicators now clear when work finishes and do not remain after refreshing.
Restore available actions and history previews
Past activity again shows its available actions and previews.
Prevent onboarding loops after deleting a workspace
After you delete your last workspace, onboarding now ends correctly instead of returning you to the same screen.
Focus mobile view search automatically
On mobile devices, view search is ready for typing as soon as it opens.
Sort charts correctly by date and time period
Charts now follow date order and provide clearer controls for sorting by time period.
Save mobile filter changes reliably
Filter changes on mobile now provide dependable save actions.
Show related values while editing table rows
Related values remain visible as chips while you edit a table row.
Capture and find related records from your browser
The new browser extension lets you capture information and find related records from your browser.
Promotional codes now match available plans correctly
Promotional codes now apply more reliably to the plans they support.
Accounting records can be synchronized
You can now synchronize accounting records along with contact and customer data.
Scheduled tasks recover more safely after interruptions
Scheduled and event-triggered tasks resume more reliably after interruptions.
Highlight views only when active or hovered
View highlighting now appears only for the current view or the view under your pointer, making navigation clearer.
Simpler payment plan selection during onboarding
Choosing a payment plan during onboarding is now clearer.
Apply promo codes across payment options
Promo codes and updated prices now work consistently across available payment and pricing screens.
Keep billing dialogs usable on small screens
Billing content now fits narrow screens more reliably, with actions staying within their plan cards.
Make monthly and annual plan selection clearer
It is now easier to switch between monthly and annual pricing.
Improve scrolling in dialogs
Long dialogs now let you scroll their content while keeping controls in place.
Make signing out more reliable during payment
You can now sign out more reliably during a payment flow.
Coupon redemption and trial billing now work more consistently
Eligible discounts and trial periods now apply more reliably.
Improve onboarding checklist display
Checklist completion marks no longer collapse during onboarding.
Keep billing status in sync
Active plans no longer continue to show a payment-required state, and the plan selector clearly identifies the current workspace.
Manage table columns from the full header
The hide-column option can now be opened from anywhere on the table header.
Connect related chart dimensions
Analytics charts can now use related dimensions to build more connected views of your data.
Complete sign-out reliably
Signing out now fully ends the active sign-in session.
Keep selection badges readable
Choice badges now stay consistent in read and edit views and truncate long values without breaking the layout.
Complete sign-out redirects
Signing out now completes correctly and takes you to the expected page.
Remember workspace referral codes
Referral codes entered during onboarding are now retained for the workspace.
Select multiple search results by dragging
You can now drag across search results to select multiple records at once.
Improve mobile sidebar controls
Mobile sidebar menus, folder labels, and panel sizing now display and respond correctly.
Restore records from the bin
Records in the bin are now read-only and include a restore option.
Copy links to the correct record location
Copied record links now open the record in its correct group and location.
Include grouped records in ungrouped results
Record searches without grouping now include records that belong to groups.
Make workflow activation clearer
Saving a workflow now clearly confirms whether it should be enabled, and choosing not to enable it keeps it turned off.
Improve search results and scrolling
Search now includes the appropriate grouped and ungrouped records, keeps results while opening details, and loads more results reliably as you scroll.
Prevent deletion of records in the bin
Records in the bin can no longer be deleted through search.
Keep linked records connected
Links between related records now remain connected in both directions.
Keep pasted images as attachments
Images pasted into the editor are now saved as attachments instead of being lost.
Improve workflow run history
Empty run histories now open correctly, and workflow statuses and skipped runs are displayed more accurately.
Improve empty-field and record editing controls
Empty-field controls are hidden when there are no empty fields, and new multi-value fields focus automatically for faster entry.
Load connector choices across long lists
Connector option lists now load correctly when there are many available choices.
Make record mentions easier to edit
The cursor stays in the right place after adding a record mention, so you can continue typing immediately.
Improve mobile onboarding and downloads
Onboarding dialogs have better spacing on mobile, and mobile users can now see the download version.
Improve mobile record navigation
The record panel now stays accessible on mobile devices.
Switch workspaces during payment setup
You can now change workspaces while completing payment setup.
URL links stay beside their text fields
URL fields now keep their link control aligned with the text input instead of moving it out of place.
Install the Softsync browser extension
The Downloads area now links directly to the Softsync browser extension.
Keep record mentions intact in chats
Record mentions now retain their names in chat messages and chat list titles.
Improve chat layout and message entry
The chat page is more compact, and the message composer stays in place while suggestions are open.
Stop retries when a chat is unavailable
Unavailable chats no longer retry continuously.
Correct view configuration dialog behavior
The view configuration dialog now works as expected.
Use workspace dates in analytics
Analytics can now use dates from your workspace to group and compare results.
Use dates and funnel data in reports
Reports can now use date fields and funnel data when building report views.
Open a group from a chart
Select a chart bar to go directly to the related group.
Navigate overflowing tabs more easily
A scroll control now appears when the tab strip has more tabs than can fit on screen.
Nested formatting displays correctly in rich text
Rich text now preserves and displays formatting correctly when styles are nested.
Make agent workflows more reliable
Agent-driven workflows now handle longer-running tasks more reliably and can continue through interruptions.
Workflow editing works better on mobile
Workflow settings, test runs, history, actions, and configuration panels now fit more reliably on small screens.
Country fields save and display selections correctly
Country selections now remain consistent when saved and when viewed or edited.
Conversation activity remains visible
Conversation activity is now preserved so you can continue reviewing it after it is generated.
Manage subscriptions consistently
Subscription management now provides a consistent experience across supported billing options.
Manage subscriptions from billing settings
Subscription management is now available directly from the billing area.
Subscription setup is included in onboarding
New workspaces can complete subscription setup as part of the onboarding flow.
Move through table views with the keyboard
Tab and arrow keys can now take you directly to the first table cell and help you navigate the table.
Discover available agent skills
You can now view the skills available to agents.
Localize CRM starter content
CRM starter content is now available in additional languages.
Make meeting summaries more reliable
Meeting summaries now continue reliably when processing is delayed or interrupted.
Meeting recordings stay separated between sessions
Recordings and session history no longer get mixed together after a meeting ends or when a new meeting begins.
Meeting summaries remain available after recording
Meeting summaries remain available more reliably as a meeting is recorded and completed.
Create analytics charts from templates
Analytics now provides chart templates and presentation options to help you build and share visual summaries.
Onboarding steps remain usable in compact layouts
Onboarding content can now be scrolled when space is limited, so all steps remain accessible.
Improve text field validation
Text fields now accept valid values more consistently and provide more reliable validation.
Add links directly while composing emails
Email composers now include a button for adding links to messages.
Links in messages are easier to use
Links in message content are styled clearly and open in a separate browser tab when selected.
Email recipient selection is more consistent
Returning to recipient selection now restores the group selection view correctly.
Meeting history can be deleted
You can now remove entries from meeting history.
Members can leave groups more easily
Group members can now leave a group from its actions. Administrators can also leave unless they are the group’s last administrator.
Long report names no longer disrupt the dashboard
Long report names now fit cleanly in dashboard controls and layouts.
Repair outdated one-time reminders
Older one-time reminders can now run and be updated normally.
Preserve workflows waiting for input
Workflows paused for an answer are now retained until they are ready to resume.
Clean up unused workflows after disconnecting
Unused workflows are now removed automatically after a connection is disconnected.
Show a helpful empty dashboard state
Dashboards without charts now show a clear empty-state message instead of a blank area.
Keep past chat titles within the layout
Long titles in past chats no longer overflow their available space.
Pricing comparisons are easier to read on small screens
The pricing comparison table adapts to mobile devices and narrow windows without becoming difficult to read.
Make reminder controls clearer while loading
Reminder controls now show a more accurate loading state and avoid displaying edit actions before they are ready.
Hide unavailable actions
The view no longer shows actions when there are no available tasks to run.
URL fields in records work correctly
URL fields now accept and display website addresses correctly.
Improve mobile group headers
Group headers now fit more reliably on smaller screens.
Choose calendars for meeting conflicts
You can now select which calendars should be checked for meeting conflicts.
Notify selected workspace members about reminders
Reminder notifications can now be sent to selected members of your workspace.
Choose meeting calendars and reminder recipients
Workspace settings now let you select which calendars to use and who should receive reminders.
Place newly added records at the top
Records added from the table footer now appear at the top of the list.
Restore one-time reminder updates
One-time reminders can once again be edited and updated successfully.
Improve reminder scheduling
Reminder scheduling is now more reliable and handles reminder timing more consistently.
Keep reminder status accurate
Reminder statuses now update correctly as reminders are created, sent, or completed.
View delivered reminders that are still open
Reminders that were delivered but remain open are now visible, making follow-up easier.
Share meeting views across a workspace
Meeting views can now be shared with other members of your workspace.
Open the meeting calendar in its own window
The meeting calendar can now open in a dedicated window for easier access while you work.
Share meeting bookings with others
Meeting bookings now have a shareable view that makes it easier for others to see available information.
View meeting bookings in a table
Booking lists are now displayed in a clearer table layout.
Load complete details for related contacts
Opening a related contact now shows its full available information.
Prevent record details from overlapping
Field values and labels in record details now remain separated and readable, including long labels and relation badges.
Keep new columns at the end of a view
Newly added columns now appear at the end of the column list instead of changing the existing order.
Keep the contacts import controls visible
The contacts import action remains available at the bottom of the onboarding screen while scrolling.
Improve mobile settings navigation
On smaller screens, the settings sidebar now collapses after you choose a destination.
SFTP file feeds are now supported for connectors
People can now connect to file-based feeds over SFTP and turn them into queryable rows.
Audience workspaces can now be synced and monitored
Workspace audience data can now be synchronized more directly, and admins can see more workspace metrics.
Unauthenticated MCP requests now return a proper sign-in challenge
When a request is not signed in, the response now includes the information needed to start authentication.
File-based connector feeds can now be read over SFTP
Connectors can now read file feeds from secure file locations as well as web sources.
PowerOffice, Tripletex, and Fiken connector coverage has been expanded
Several connector catalogs and sync flows have been broadened for these accounting tools.
Workflows can now pause for user input
A workflow can now wait for a person to respond before continuing.
Workspace monitoring now includes audience sync and metrics
Workspace monitoring now includes audience sync activity and additional metrics.
Unauthenticated connections now return a proper sign-in challenge
When a connection is not signed in, it now returns the information needed to start the sign-in flow.
File-based connector feeds can now be read over SFTP
Connectors can now import file feeds from SFTP as well as HTTP.
PowerOffice, Tripletex and Fiken connector catalogs are expanded
More connector actions and sync flows are now available across these accounting integrations.
Workflows can now pause for user input
A workflow can now wait for a person to answer before continuing.
Workspace metrics and audience sync are now available in admin
Admin tools now include audience workspace syncing and additional workspace metrics.
Unauthenticated connections now return a sign-in challenge
When a client is not signed in, it now receives the information needed to start authentication.
File-based connector feeds now support SFTP
Connector feeds can now be read from file transfers as well as web requests.
PowerOffice, Tripletex, and Fiken connector coverage expanded
Several accounting connector workflows now cover more records and sync paths.
Manual workflow steps can now pause for user input
Workflows can now stop and wait for a person to respond before continuing.
Workspace audience sync and metrics improved
Workspace audience syncing and monitoring now provide more complete status information.
Unauthenticated requests now return a proper sign-in challenge
Requests that are not signed in now return the information needed to start authentication.
File-based connector feeds can now be read over SFTP
Connectors can now read file feeds from secure file locations as well as web sources. Large daily feeds are handled more efficiently so lookups stay responsive.
PowerOffice, Tripletex, and Fiken connector coverage expanded
Several connector catalogs and sync flows have been expanded and refreshed. This improves the available actions and keeps contact and customer sync paths up to date.
Workflows can pause for user input and track step origin
Workflows can now wait for a person to respond before continuing. They also keep better track of where each step’s data came from, and installed workflows stay in sync with updates.
Workspace audience sync and metrics improved
Audience workspaces can now be synced more directly, and workspace monitoring shows more useful metrics. This gives admins better visibility into workspace activity.
Unauthenticated requests now return a proper sign-in challenge
When access is missing, the system now returns the information needed to start sign-in instead of a blank failure. This makes recovery from an unauthenticated request much smoother.
File-based connector feeds can now be read over SFTP
Connectors can now ingest file feeds from secure file locations as well as web requests. Large feeds are handled more efficiently so lookups stay responsive.
PowerOffice, Tripletex, and Fiken connector coverage has been expanded
More connector operations and sync paths are now available across these accounting integrations. This broadens what can be synced and managed from the app.
Workflows can now pause for user input and keep step history
A workflow can now wait for a person to respond before continuing. Runs also keep better track of where each step’s data came from.
Audience workspace sync and workspace metrics are now available to admins
Admins can now sync audience workspaces and view additional workspace metrics. This gives a clearer picture of workspace activity and health.
Unauthenticated requests now return a proper sign-in challenge
When a client is not signed in, it now receives the information needed to start authentication. This makes connection setup work more smoothly.
File feeds can now be read over SFTP
Connectors can now fetch file-based feeds over SFTP as well as HTTP.
PowerOffice, Tripletex, and Fiken connector coverage has been expanded
Several connector catalogs and sync flows have been expanded and refreshed.
Workflows can now pause for user input and keep step history
A workflow can now wait for a person to respond before continuing, and it keeps better track of step history.
Workspace audience sync and metrics are now available to admins
Admins can now sync audience workspaces and view additional workspace metrics.
Unauthenticated requests now receive a proper sign-in challenge
When a client is not signed in, it now gets the information needed to start the sign-in flow.
File-based connector feeds can now be read over SFTP
Connector feeds can now be fetched from secure file transfers as well as web requests.
Tripletex, PowerOffice, and Fiken connector coverage has been expanded
Several accounting connectors now cover more records and sync flows. This broadens what can be imported and synchronized from those systems.
Manual workflow steps can now pause for user input
Workflows can now wait for a person to respond before continuing. Installed workflows also stay in sync with updates.
Workspace metrics and audience sync are now available in admin
Admin tools now include workspace audience syncing and more workspace metrics. This gives administrators better visibility into workspace activity.
Unauthenticated requests now return a proper sign-in challenge
When a client is not signed in, it now receives the information needed to start authentication.
Read file feeds over SFTP
File feeds can now be read over SFTP as well as HTTP, with better handling for large daily feeds.
Expanded accounting connector catalogs
More customer and contact sync options are now available across several accounting connectors.
Pause workflows for user input
Workflows can now pause until someone provides the needed input.
Workspace sync and metrics improved for admins
Admin tools now sync workspaces and show more workspace metrics, giving a clearer view of activity and status.
OAuth challenges now prompt sign-in correctly
Unauthenticated requests now return the proper sign-in prompt, helping clients start the login flow successfully.
File feeds can now be read over SFTP
Connectors can now read file-based feeds over SFTP as well as HTTP.
PowerOffice, Tripletex, Finago, and Fiken connector coverage expanded
Several accounting connectors now include broader coverage and updated sync flows.
Manual workflow steps and step tracking added
Workflows can now pause for user input and record where step data came from.
Workspace audience sync and metrics expanded
Workspace audience syncing is now available, along with more workspace monitoring data.
Unauthenticated requests now return a proper sign-in challenge
When a client is not signed in, it now receives the information needed to start authentication.
File-based connector feeds can now be read over SFTP
Connectors can now read file feeds from secure file locations as well as web sources.
PowerOffice, Tripletex, and Fiken connector coverage has been expanded
More connector operations and sync flows are now available across these accounting services.
Workflows can now pause for user input
A workflow can now wait for a person to respond before continuing.
Workspace audience sync and metrics are now available to admins
Admins can now sync workspace audiences and view more workspace metrics.
Read file feeds over SFTP
Connectors can now read file-based feeds over SFTP as well as HTTP. Large feeds are handled more efficiently so lookups stay responsive.
Expand connector coverage
Connector coverage has been broadened across several services. Customer and contact sync flows are now more complete.
Pause workflows for user input
Workflows can now pause and wait for a person to respond before continuing. This makes it possible to build steps that require manual approval or input.
Track where workflow data came from
Workflow steps now keep better track of where their data originated. This makes runs easier to understand and troubleshoot.
Refresh installed workflows when definitions change
Installed workflow copies now update when the shipped version changes. This helps customers stay aligned with the latest workflow behavior.
Sync audience workspaces and show workspace metrics
Audience workspace syncing and workspace monitoring have been expanded further. Admins can see more workspace metrics and keep audience data up to date.
Return a sign-in challenge for unauthenticated requests
Unauthenticated requests now receive the proper sign-in challenge instead of a bare error. This helps clients start the login flow correctly.
Connect file-based feeds
You can now connect file-based feeds, including large daily feeds, for fast lookups.
Pause workflows for manual input
Workflows can now pause and wait for someone to provide an answer before continuing.
Installed workflows stay up to date
Installed workflows now receive available updates, so they do not remain locked to an older version.
Improved translations across the app
More interface text is now translated consistently across supported languages, including meetings, workflows, settings, records, and dialogs.
Tell us how you found Softsync during onboarding
New users can share how they discovered Softsync as part of the onboarding process.
Run an automation for a group from the bulk bar
You can now select records in a group and run an automation without leaving the view.
Restore display tabs
Display tabs now work correctly and use a layout suited to the available controls.
Pause workflows for an answer
Workflows can now stop at a manual step and resume after someone provides the requested information.
Installed workflows stay up to date
Installed workflows can now receive updates instead of remaining on an older version.
Accounting connections cover more records and actions
Accounting connections now support more records and actions, giving workflows more ways to manage financial data.
Authorized assistant connections stay active longer
Assistant connections can now renew access automatically, reducing the need to sign in again after access expires.
Connect structured file feeds
Connections can now retrieve and search structured file feeds, including large daily snapshots.
Pause workflows for manual input
Workflows can now pause and wait for someone to provide an answer before continuing.
See where workflow data came from
Workflow steps now retain information about the source of their data, making results easier to understand and review.
Connections prompt you to sign in when needed
When a connection needs sign-in, it now clearly prompts you to begin the sign-in process.
Wait for a person's response in a workflow
Workflows can now pause and wait for someone to provide information before continuing.
Pause workflows while waiting for information
Workflows can now wait for someone to provide requested information and then continue.
Workflow and workspace monitoring now show more useful status information
Admins can now see broader monitoring details for workflows and workspaces. This makes it easier to spot issues and track system health.
Mailbox sync now recovers from gaps and expired sessions
Mailbox syncing is now more resilient when a session expires or data falls behind. This reduces missed updates and failed syncs.
Email branding now follows the correct workspace provider
Emails now use the right brand for the workspace that triggered them.
Workflow runs are now more durable
Workflow runs are now less likely to be lost or interrupted during processing.
Mailbox sync now recovers from missed updates and expired sessions
Mailbox syncing now handles gaps and expired sign-ins more gracefully, helping keep inbox data up to date.
Scheduling and booking delivery have been improved
Meeting scheduling now handles more cases smoothly, and booking messages are delivered more reliably.
Connector setup and definitions are more robust
Connector setup now handles more cases safely during connection and configuration.
Write access and view permissions are now enforced more consistently
The app now protects record updates and view access more reliably.
Workflow and workspace monitoring now shows more useful status information
Admin monitoring now includes broader workflow and workspace visibility.
Email branding now follows the request workspace
Email-related actions now use the correct workspace branding more consistently.
Tool listings are now more consistent across the app
The same tools now appear more consistently across different parts of the app.
Workflow runs are now more durable
Workflow runs are less likely to fail or disappear during processing.
Mailbox sync now recovers from gaps and expired sessions
Mailbox syncing is now better at recovering when messages are missed or a session expires.
Meeting scheduling and delivery are more reliable
Scheduling and booking delivery for meetings have been improved.
Connector setup and connection flows are more robust
Connector setup and connection steps have been improved to reduce setup issues.
Write and view permissions are now enforced more consistently
Users are less likely to be able to make changes or view data they should not access.
Workspace monitoring now shows more workflow and usage insight
Admin monitoring now includes broader workflow and workspace visibility.
Email branding now follows the request source
Email-related actions now use the correct brand for the request that started them.
Workflow runs are more durable
Workflow runs are now less likely to fail because of temporary system issues.
Mailbox sync recovers from missed updates and expired sessions
Mailbox syncing now stays connected and up to date more reliably.
Scheduling and booking delivery improved
Meeting scheduling now handles bookings more reliably and sends messages more consistently.
Connector setup and connection flows are more reliable
Connector setup and connection steps now work more reliably.
Write access and view permissions are better protected
Access checks now block unauthorized changes and restricted views more consistently.
Workspace monitoring now shows more activity details
Workspace monitoring now includes more useful status information for admins.
Email brand selection now follows the request context
Email-related actions now use the correct workspace branding.
Workflow runs are more durable
Workflow runs are now handled more safely so they are less likely to be lost or interrupted. This improves reliability for active and long-running workflows.
Mailbox sync recovers from missed updates and expired sessions
Mailbox syncing now recovers better when updates are missed or a session expires. This reduces the chance of messages stopping unexpectedly.
Scheduling and booking delivery improved
Meeting scheduling now handles bookings more smoothly and delivers them more reliably. This reduces missed or delayed booking updates.
Connector setup and definitions are more robust
Connector setup flows and definitions have been strengthened to reduce setup issues. This makes integrations more reliable to connect and maintain.
Write and view permissions are better protected
Access checks now better protect content changes and view access. This reduces the chance of users seeing or changing things they should not.
Email brand selection now follows the request source
Email-related requests now resolve to the correct brand more consistently. This prevents users from being routed to the wrong brand experience.
Workflow and workspace monitoring expanded
Admin monitoring now shows more information about workflows and workspaces. This gives a clearer view of system health and activity.
Workflow runs are now more durable and safer to start
Runs are now better protected from being lost or started in an invalid state. This reduces the chance of interrupted workflows and hard-to-recover failures.
Mailbox sync now recovers from missed updates and expired sessions
Mailbox syncing is now more resilient when updates are missed or a session expires. This helps keep inbox data current without manual intervention.
Scheduling and booking delivery have been improved
Meeting scheduling now handles more cases smoothly, and booking messages are delivered more reliably. This helps reduce missed or delayed confirmations.
Connector setup and definitions are more robust
Connector connections and definitions now handle more edge cases during setup. This makes integrations less likely to break during configuration or sync.
Write access and view permissions are now enforced more consistently
The app now blocks unauthorized writes and restricted views more reliably. This helps keep workspace data and access controls protected.
Workspace monitoring now shows more useful operational insight
Admins can now see broader workflow and workspace monitoring information. This makes it easier to spot issues and understand system health.
Email branding now follows the request workspace
Email-related actions now use the correct workspace branding more consistently. This prevents messages from showing the wrong brand when teams manage more than one workspace.
Workflow runs are now more durable
Runs are now less likely to be lost or rejected during processing.
Mailbox sync now recovers from missed updates and expired sessions
Mailbox syncing now catches up after gaps and can recover when a session has expired.
Scheduling and booking delivery are more reliable
Meeting scheduling now handles more cases correctly and booking messages are delivered more consistently.
Connector setup and connection flows are more robust
Connector setup now handles more edge cases safely, reducing connection failures.
Permission checks now better protect writes and views
Access rules for writing data and viewing records are now enforced more consistently.
AnalystX is now available as a workspace provider
A new workspace provider is now supported for AnalystX.
Email branding now follows the request source
Email sign-in and messaging now use the correct brand for the request that started them.
Workflow and workspace monitoring now show more detail
Admin monitoring now includes more visibility into workflow and workspace activity.
Workflow runs are now more durable and safer to admit
Workflow runs are less likely to be lost or interrupted once started. Admission checks are also stricter, which helps prevent invalid runs from entering the system.
Mailbox sync now recovers from missed updates and expired sessions
Mailbox syncing is better at catching up after gaps. It also handles expired sign-ins more reliably so sync can resume.
Scheduling and booking delivery have been improved
Meeting scheduling now handles more cases smoothly, and booking messages are delivered more reliably.
Connector setup and definitions are more robust
Connector definitions and connection flows are now more consistent and reliable. This helps reduce setup issues across supported connectors.
Write access and view permissions are now better protected
The app now enforces write access and view permissions more consistently. This helps prevent users from changing or seeing data they should not access.
AnalystX is now available as a workspace provider
A new workspace provider is now available for AnalystX.
Email branding now follows the request’s provider
Email-related flows now use the correct brand for the request that started them. This prevents messages and consent flows from showing the wrong brand.
Workflow and workspace monitoring now shows more useful status information
Admin monitoring now includes more detail about workflow and workspace health. This makes it easier to spot issues and track activity.
Workflow runs are more durable
Workflow runs are now less likely to fail during processing, especially for longer or busier runs.
Recover mailbox sync after gaps and expired sessions
Mailbox syncing now recovers more gracefully after missed updates or expired sign-ins, reducing the chance of messages stopping unexpectedly.
Scheduling and booking delivery improvements
Meeting scheduling now handles bookings more reliably and delivers them more consistently.
Connector setup is more reliable
Connecting and configuring integrations is now more reliable.
Protect writes and view access
Write actions and view access are now enforced more carefully to help prevent people from seeing or changing data they should not access.
Workspace and workflow monitoring expanded
Admins now have more useful information about workflows and workspaces, with better visibility into system health and activity.
Email brand selection now follows the request
Email-related sign-in and routing now use the correct brand for each request, helping users reach the right workspace experience.
Workflow runs are more durable and safer to start
Runs are now handled more reliably, and invalid starts are blocked more consistently.
Mailbox sync now recovers from missed updates and expired sessions
Mailbox syncing is more resilient when updates are missed or a session expires, helping mail stay current without manual recovery.
Scheduling and booking delivery have been improved
Meeting scheduling now handles more cases smoothly, and booking messages are delivered more reliably.
Connector setup and use are more reliable
Connector connections now handle more cases correctly, reducing failures when connecting or syncing supported services.
Write and view permissions are enforced more consistently
Users are less likely to be able to make changes or view data they should not access.
AnalystX workspace provider added
A new workspace provider option is now available for AnalystX branding.
Sign-in and session handling are more reliable
Sign-in and session behavior has been improved to reduce authentication issues.
Workflow and workspace monitoring now shows more detail
Administrators now have better visibility into workflow activity and workspace health.
Email branding now follows the request source
Email-related sign-in and messaging now use the correct brand experience more consistently.
Workflow runs are now more reliable and easier to manage
Runs are now more durable, and workflows are less likely to fail because of invalid inputs or missing data.
Mailbox sync now recovers from missed updates and expired sessions
Mailbox syncing is now better at catching up after gaps and reconnecting when a session expires.
Scheduling and booking delivery have been improved
Meeting scheduling now handles more cases smoothly, and booking messages are delivered more reliably.
Connector setup and connection flows are more robust
Connector setup now handles more cases smoothly, reducing issues when connecting supported services.
Workspace monitoring now shows more useful activity data
Admin monitoring now includes more workspace and workflow visibility.
Email brand selection now follows the request source
Email actions now use the correct brand for the request that started them.
Use a shared tool catalog across assistants
Assistant tools now come from a single shared catalog. This makes available actions more consistent across different assistant experiences.
Make workflow runs more durable
Workflow runs are now less likely to be interrupted after they start, which reduces the chance of a run failing partway through.
Recover mailbox sync gaps and expired sign-ins
Mailbox syncing now recovers more gracefully from missed updates and expired sign-ins. This helps keep mail data current without manual repair.
Improve scheduling and booking delivery
Meeting scheduling and booking delivery have been strengthened. This makes booking-related messages and scheduling behavior more dependable.
Strengthen connector setup and connection flows
Connector setup and connection flows are now more robust. This reduces setup issues and makes integrations easier to connect successfully.
Protect writes and view permissions
Write operations and view access are now more carefully guarded. This helps prevent users from seeing or changing data they should not access.
Add AnalystX workspace branding
A new workspace branding option is now available for AnalystX.
Tighten sign-in and session handling
Sign-in and session handling have been improved to reduce authentication problems. This helps keep users connected more reliably.
Expand workflow and workspace monitoring
Admins now have broader monitoring coverage for workflows and workspaces. This makes it easier to spot issues and track system health.
Resolve email branding from the current request
Email branding now follows the brand associated with the current request. This prevents the wrong brand from appearing in email-related flows.
Keep automation runs reliable during interruptions
Automation runs now handle interruptions more safely, reducing the chance of lost or incorrectly started work.
Recover mailbox synchronization after gaps
Mailbox synchronization now recovers more reliably after missed updates or expired connections.
Sign-in emails use the correct branding
Sign-in emails now consistently use the branding associated with the sign-in method being used.
Improved meeting and workspace preferences
Meeting setup and workspace preferences are easier to configure.
Keep pending task notifications visible
Notifications for tasks that are still pending no longer disappear prematurely.
Show how to recover a disconnected inbox
When an inbox is disconnected, the app now provides clearer guidance for restoring it.
Edit long text fields more reliably
Editing multi-line text in records now provides a smoother experience.
More dependable meeting scheduling and booking delivery
Scheduling and booking now handle availability and confirmation delivery more reliably.
Workflows better withstand interruptions
Workflows are less likely to be interrupted or duplicated when starts overlap.
Mailbox updates recover after interruptions
Mailbox updates can now recover after missed changes or expired access.
Meeting scheduling and booking confirmations are more reliable
Meeting scheduling and booking confirmation delivery have been improved for a smoother booking experience.
Meeting scheduling and booking delivery are more reliable
Scheduling improvements help bookings complete more consistently, with confirmations delivered more reliably.
Email synchronization recovers missed changes
Email data now stays current after missed updates or expired sign-ins.
Workflow runs retain progress more reliably
Workflow runs now recover more safely from interruptions and avoid starting when required prerequisites are unavailable.
Workflow runs are more durable
Workflow runs now recover more reliably from interruptions and are less likely to start incorrectly.
Mailbox sync recovers missing updates
Mailbox synchronization now recovers from gaps and expired sign-ins more reliably, helping keep messages and related data up to date.
Workflows recover more reliably from interruptions
Workflows now handle interruptions more reliably, reducing lost or duplicated work.
Mailbox updates recover after missed changes or expired sign-ins
Mailbox updates now catch up on missed changes and recover when a sign-in expires.
Meeting scheduling and booking confirmations are more reliable
Scheduling now handles bookings and confirmation delivery more consistently.
Mailbox sync recovers missed updates
Mailboxes now catch up on changes missed during interruptions and reconnect automatically after authorization expires.
Record details no longer scroll sideways on mobile
The Details tab now fits mobile screens without unwanted horizontal scrolling.
Confirm when a record link is copied
Copying a record link now shows a confirmation message so you know the link is ready to share.
Meeting booking confirmations are now sent automatically
People who book a meeting now receive a confirmation message.
Booking confirmations are now sent automatically
When someone books a meeting, they now receive a confirmation message automatically.
Workspace audience syncing is now available for providers
Workspace audience data can now be synced for the supported provider setup.
Pending platform updates now complete more reliably
Previously pending platform updates are now applied as part of the release process.
Booking confirmations are now sent for meetings
Meeting bookings can now trigger confirmation emails automatically.
Audience workspaces can now be synced by provider
Workspace audience data can now be synced in a provider-specific way.
Booking confirmations are now sent automatically
Meeting bookings now trigger confirmation messages automatically.
Booking confirmations are sent automatically
Meeting bookings now trigger confirmation messages without extra manual steps. This helps attendees know their booking was received.
Meeting bookings now send confirmation emails
When someone books a meeting, they now receive a confirmation email automatically.
Booking confirmations are now sent for meetings
Meeting bookings can now trigger confirmation emails automatically.
Booking confirmations now send automatically
Meeting bookings now send confirmation messages automatically, so attendees know their booking was received.
Booking confirmations are now sent automatically
Meeting bookings can now trigger confirmation messages for attendees.
Booking confirmations are now sent automatically
Meeting bookings now trigger confirmation messages without extra manual steps.
Send meeting booking confirmations
Meeting bookings can now trigger confirmation emails automatically. Attendees receive a confirmation after a booking is made.
Sync audience workspaces and workspace metrics
Workspace audience data can now be synchronized more reliably, and workspace monitoring includes additional metrics. This gives admins better visibility into workspace activity.
Complete pending platform updates
Several pending platform updates were completed to keep the product current.
Send booking confirmations for meetings
People who book a meeting can now receive a confirmation message with their booking details.
Restore the conversation thread sidebar
The conversation thread sidebar is available again and retains its open or closed state.
Review forms support complex fields
Review forms can now display and edit more complex field structures correctly.
Booking confirmations are sent automatically
People who book a meeting now receive a confirmation with the details of their booking.
Send booking confirmations automatically
People who book a meeting now receive a confirmation message with the relevant booking details.
Send booking confirmations automatically
People who book a meeting now receive a confirmation message automatically.
Schedule team meetings and send booking confirmations
Meeting scheduling now supports team bookings and sends confirmation messages after a booking is completed.
Invoice payment status is now shown in connectors
People can now see invoice payment status in connector views. This makes it easier to tell which invoices are paid, pending, or overdue.
Team scheduling is now available for meetings
Teams can now manage scheduling for meetings in the product.
Invoice payment statuses are now shown in connectors
Invoice records now include payment status information where available.
Team scheduling is now available
Teams can now manage scheduling in the product.
Invoice payment status is now shown in connectors
Invoice records now include payment status information where available, so you can see whether an invoice has been paid.
Team scheduling is now available for meetings
Teams can now manage scheduling for meetings in the app.
Invoice payment statuses are now shown
Invoice records now display payment status information, making it easier to see which invoices are paid, pending, or overdue.
Team scheduling is now available
Teams can now manage scheduling for meetings in the product.
Invoice payment statuses are now shown
Invoice lists now include payment status information. This makes it easier to see which invoices are paid, pending, or overdue at a glance.
Team scheduling is now available
Teams can now manage scheduling in the product. Booking confirmations are also sent automatically after a booking is made.
Invoice payment status is now visible in connectors
Invoice records now show payment status information. This makes it easier to see whether an invoice has been paid without checking elsewhere.
Team scheduling is now available for meetings
Teams can now manage scheduling in the meetings area. Booking confirmations are also sent automatically after a meeting is booked.
Invoice payment status is now visible in connectors
Invoice records now show whether an invoice has been paid or is still outstanding.
Team meeting scheduling is now available
You can now create and manage team scheduling in the app.
Invoice payment status is now shown in connectors
Invoice records now include payment status information where supported. This makes it easier to see whether an invoice has been paid without leaving the connector view.
Team scheduling is now available for meetings
You can now set up team scheduling for meetings.
Show invoice payment status in connectors
Invoice records now show payment status, making it easier to see whether an invoice has been paid or is still outstanding.
Team meeting scheduling is now available
Teams can now set up meeting scheduling, and booking confirmations are sent automatically after a meeting is booked.
Invoice payment status is now visible in connectors
Invoice records now show payment status information where supported, so it is easier to see whether an invoice is unpaid, partially paid, or settled.
Team scheduling is now available
Teams can now manage scheduling for meetings in the product.
Invoice payment status is now visible in connectors
Invoice records now show payment status information where supported, making it easier to tell which invoices are paid, pending, or overdue.
Team scheduling is now available
You can now set up team scheduling and send booking confirmations.
Show invoice payment status
Invoice records now include payment status information. This makes it easier to see whether an invoice is unpaid, partially paid, or settled.
Block email from unsupported chat actions
Chat actions can no longer send email unless that option is allowed. This prevents messages from being sent from the wrong place.
Add team scheduling for meetings
Teams can now manage scheduling for meetings in the product. This lays the groundwork for booking availability and coordinated scheduling.
See invoice payment statuses
Invoice views now show whether invoices have been paid and their current payment status.
Schedule and book meetings from your workspace
Workspace scheduling and booking pages are now available for setting up meetings and allowing invitees to book time.
Calendar week view displays more reliably
The week view layout, time area, and controls now display correctly.
View invoice payment statuses
Invoice views now show whether invoices have been paid, making payment tracking easier.
See invoice payment statuses
Invoice lists now show payment status so you can quickly tell which invoices are paid, pending, or outstanding.
Schedule meetings with your team
You can now create team scheduling options and coordinate bookings from Softsync.
View invoice payment statuses
Invoice lists now show payment statuses so you can see which invoices have been paid or remain outstanding.
Invoice payment statuses are easier to track
Invoice lists now show payment status so you can quickly see which invoices are paid, pending, or unpaid.
View invoice payment statuses
Invoice lists now show payment status, making it easier to see which invoices are paid, unpaid, or otherwise awaiting action.
See invoice payment statuses
Invoice views now show whether invoices have been paid, helping you track outstanding balances.
Schedule meetings with your team
You can now schedule team meetings through Softsync.
View invoice payment statuses
Invoice lists now show whether invoices have been paid, making it easier to track outstanding payments.
Tripletex, PowerOffice, and Fiken connector catalogs have been expanded
More connector actions are now available across the accounting integrations, giving people more ways to sync and manage records.
Workflow runs can now pause for user input
Workflows can now wait for a person to answer before continuing. Runs also keep better track of where each step’s data came from, and installed workflows stay in sync when their definition changes.
Workflow runs are more durable and easier to recover
Runs are now less likely to fail partway through or accept invalid updates. The builder also better handles cases where a tool returns an answer that can still be used.
Tripletex is now available as a connector
You can now use Tripletex alongside the other accounting connectors.
Email sending and campaigns are now available through the public API
Email sending, templates, and campaigns can now be used through the public API.
Connections now stay signed in longer and tool descriptions are clearer
Long-lived connections now stay signed in longer without requiring manual reauthorization. Tool descriptions are also presented more clearly.
Contact enrichment now saves details in the right place
Enriched contact details are now saved in the correct fields, and duplicate contacts are handled more reliably during enrichment.
Connector definitions now handle larger imports more reliably
Large connector definitions are now processed more reliably, reducing the risk of oversized imports failing.
Tripletex is now available as a connector
You can now connect Tripletex for customer and contact sync, invoices, product creation, and list views.
Email sending and campaigns are now available through the public API
Workspace mailboxes can now be used to send email, manage templates, and run campaigns.
Connections now stay signed in longer
Connections now remain active for longer and can refresh automatically instead of stopping after a short timeout.
Contact enrichment now saves details in the right place
Enriched contact details are now saved in the correct fields, and duplicate contacts are less likely to be created.
Tripletex connector added
A new accounting connector is now available for syncing customers, contacts, invoices, products, and list views.
Public email sending and campaign tools
Email sending, templates, and campaigns are now available in the product.
OAuth access now refreshes automatically
Approved connections can now stay working longer without needing to be re-authorized as often.
Contact enrichment now fills the right fields
Enriched contact details are now saved in the correct contact fields, and duplicate contacts are less likely to be created during enrichment.
Tripletex connector added
You can now use Tripletex for customer and contact sync, invoices, product creation, and list views.
Email sending and campaign tools are now available
You can now send emails, use templates, and manage campaigns. Campaigns keep the selected template when they are sent.
Long-lived access now stays connected more reliably
Long-lived connections no longer stop working after the initial access period. Access is kept within the right brand experience.
Enriched contact details now save in the right fields
Enriched contact details are now written into the correct contact fields instead of the description. Duplicate contacts are also handled more safely so the original record is updated instead of left empty.
Connector definitions handle larger and more complex integrations
Large connector definitions are now processed more reliably, including ones with nested references and path parameters.
Workflow runs are more resilient and easier to validate
Runs are less likely to fail from oversized history during long sessions. The system also catches more workflow setups that would compile but fail at runtime.
Tripletex is now available as a connector
You can now use Tripletex for customer and contact sync, invoices, product creation, and list views.
Email sending and campaigns are now available
Workspace mailboxes can now be used to send email, manage templates, and run campaigns. Campaigns now keep the selected template when they are sent.
Connections now stay active longer and tool descriptions are clearer
Long-lived connections now stay active longer instead of stopping after a short session. Tool descriptions are also presented more clearly so they read like real actions.
Contact enrichment now saves details in the right place
Enriched contact information is now written into the correct fields instead of ending up in the description. Duplicate contacts are also less likely to be created during enrichment.
Connector definitions now handle larger integrations more reliably
Large connector definitions are processed more safely, which helps prevent oversized imports from failing. Path parameters and date-based templates are also handled more consistently.
Tripletex is now available as a connector
You can now use Tripletex for customer and contact sync, invoices, product creation, and list views.
Email sending and campaigns are now available through the public API
You can now send email, manage templates, and run campaigns from the email area.
Sign-in and session refresh now work more reliably
Users are now sent through the correct sign-in flow, and sessions can refresh automatically instead of expiring too quickly.
Contact enrichment now saves details in the right place
Enriched contact details are now saved to the correct fields, and duplicate contacts are handled more safely.
Connector setups now handle more common request patterns
Connector setups can now work with path values and date-based values more naturally, so more integrations work without extra steps.
Tripletex is now available as a connector
You can now use Tripletex for customer and contact sync, invoices, product creation, and list views.
Email sending and campaigns are now available through the public API
You can now send email, manage templates, and run campaigns through the public email tools. Campaigns now keep the selected template attached when they are sent.
Connections can stay signed in longer
Connections can stay signed in longer without manual reauthorization. Tool descriptions are also easier to understand.
Contact enrichment now writes details to the right fields
Enriched contact details are now saved in dedicated fields instead of the description. Duplicate contacts are also less likely to be created during enrichment.
Connector definitions now handle more web-style request patterns
Connector setup now supports more common request formats, including path parameters and date-based templates. This makes more integrations possible without extra workarounds.
Workflow and connector results are now easier for the system to use
Several cases that previously looked valid but failed later are now caught earlier or returned in a more usable form.
Added Tripletex connector support
Tripletex is now available for customer, contact, invoice, and product workflows, with list views for invoices and products.
Public email sending and campaign tools
Email sending, templates, and campaigns are now available in the product. Campaigns now keep the selected template when sent.
Improved sign-in and token renewal for workspace tools
Workspace tools now keep users signed in longer and renew access more reliably when possible.
Store enrichment details in the right fields
Contact enrichment now saves details in the correct fields and avoids creating duplicate contacts when a match already exists.
Support more connector definitions and date shortcuts
More connector setups are now supported, including paths with variable parts and date shortcuts like today.
Tripletex connector added
Tripletex is now available for syncing customers, contacts, invoices, and products, with list views for invoices and products.
Email sending and campaigns are now available through the public API
You can now send email, manage templates, and run campaigns from the public email surface. Campaigns now keep the selected template when they are sent.
Sign-in now refreshes automatically for long-lived connections
Long-lived connections are less likely to stop working after the initial sign-in period ends.
Contact enrichment now fills the right fields
Enriched contact details now appear in the correct fields, and duplicate contacts are handled more safely.
Connector actions support more flexible request patterns
Connector actions now handle path values and date-based templates more reliably, which reduces manual workarounds.
Tripletex is now available as a connector
You can now connect Tripletex to sync customers and contacts, create invoices and products, and view lists.
Email sending and campaigns are now available
You can now send email, manage templates, and run campaigns from the public interface.
Connections now stay signed in longer
Connections now refresh automatically instead of expiring quickly, so sign-in lasts longer.
Contact enrichment now saves details in the right place
Enriched contact information is now saved in the correct fields, and duplicate contacts are less likely to be created during enrichment.
Add Tripletex support
Tripletex is now available for customer, contact, invoice, and product workflows. It also includes list views for invoices and products.
Send email from the email tools
Email sending, templates, and campaigns are now available in the email tools. Campaigns now keep the selected template when they are sent.
Keep assistant connections signed in longer
Assistant connections now stay signed in longer and can refresh access without requiring a full sign-in again. This reduces interruptions after long periods of use.
Keep contact enrichment data in the right fields
Enriched contact details are now saved into the fields meant to hold them. The system also avoids creating duplicate contacts when an exact match already exists.
Support larger connector definitions and date shortcuts
Connector definitions now handle larger specifications more reliably, including path parameters and date shortcuts like today. This makes more integrations work without custom steps.
Improve connector and workflow responses when tools fail
Several responses were tightened up so the app returns clearer, more usable results. This reduces cases where a request appeared to succeed but produced nothing helpful.
Connect another accounting service
Softsync now supports customer and contact sync, invoices, products, product creation, and product and invoice lists for an additional accounting connection.
Send emails and manage campaigns from external tools
Email sending, templates, and campaigns are now available outside the Softsync interface, with accounts selected from your workspace mailboxes.
Use an external assistant with your workspace
Settings now provide the guidance needed to use an external assistant with your workspace.
Connection setup completes consecutive steps
Connection setup no longer hangs when two steps run one after another.
Contact details are saved correctly without duplicates
Contact details are now saved in the appropriate fields, and matching contacts are updated instead of creating duplicates.
Automation searches return clearer, more reliable results
Automation searches now return more useful results, so the assistant is less likely to miss usable options or treat them as unavailable.
Automation steps can reshape lists of records
Automation steps can now reshape lists of records, making it easier to work with groups of data.
Send emails and campaigns through connected tools
You can now send individual emails, use templates, and launch campaigns through connected email accounts.
Connected tools stay available after access expires
Connected tools now remain available after access expires without requiring repeated sign-in.
Contact enrichment keeps details in the right fields
Enriched contact details now appear in their intended fields, existing contacts are updated instead of duplicated, and records without enough identifying information are not created.
Workflow searches and data updates are more reliable
Workflow information and results are now clearer. Field updates are checked more consistently, and you can apply changes to records in batches.
Assistant connections refresh automatically
Connected assistants can now refresh access automatically, reducing the need to reconnect after access expires.
Assistant options have clearer descriptions
Assistant option names and descriptions are now more consistent, making it easier to understand what each option does.
Contact details save correctly
Contact details now appear in the intended fields, and matching contacts are updated instead of duplicated.
Custom connections handle more values reliably
Custom connections now handle more types of values reliably.
Assistant searches return more complete results
Searches can now find actions, saved workflows, and workflow lists more accurately.
Bulk updates validate fields correctly
Bulk updates now validate fields correctly before applying changes.
Data can be mapped across records more reliably
Data can now be mapped across records more reliably.
Keep connected tools working without repeated sign-in
Connected tools can now refresh access automatically, so you are less likely to be asked to authorize them again after access expires.
Enriched contact details are saved correctly
Enriched contact details are now saved to the correct fields. Existing contacts are found before a new contact is created, and contacts without enough identifying information are not created.
Search and list results are easier to use
Searches and lists now return clearer, more usable results, and valid results are less likely to be omitted.
Apply changes to multiple records at once
You can now apply the same changes to each record in a list, making it easier to reshape collections of data.
Batch updates validate record fields consistently
Batch record updates now apply the same field checks as individual updates, helping prevent invalid data from being saved.
Assistant searches and workflow lists return usable results
Searches and workflow lists now return usable results, while actions involving connections provide clearer results instead of appearing empty or ending without an answer.
Contact enrichment avoids duplicates
Enriched contact details now appear in the correct fields, and existing contacts are updated instead of creating duplicates.
Automate email sends and campaigns
Email sending, reusable templates, and campaigns can now be used from automated workflows for more flexible customer communication.
Contact enrichment avoids duplicates and stores details correctly
Enrichment now updates the intended contact, keeps details in the correct fields, and avoids creating duplicates.
Assistant searches and actions return clearer results
Searches, connection actions, and workflow lists now provide cleaner results so the assistant can act on them more reliably.
Connected assistants stay signed in longer
Connections can renew themselves automatically, reducing interruptions caused by expired sign-ins.
Contact details update correctly without duplicates
Updated contact details are placed in the intended fields, and existing contacts are checked before a new contact is created.
Assistant searches and workflow lists return usable results
Searches and workflow lists now return clearer, more complete results so you can continue with the requested task.
Map values between records
You can now map values across records, making it easier to reshape and prepare information in bulk.
Send emails and manage campaigns through integrations
Email sending, templates, and campaigns are now available through integrations, and campaigns keep their selected template.
Contact enrichment stores details in the right fields
Enriched contact details now appear in the appropriate fields, and existing contacts are matched first to help avoid duplicates.
Workflow assistant searches return more useful results
Searches for available actions and workflows now return clearer, more relevant results instead of empty or incomplete responses.
Transform multiple records in a workflow
You can now apply changes to multiple records at once in a workflow, making bulk updates easier to build.
Connect multiple email accounts
You can now connect more than one email account to your workspace.
OAuth consent now opens on the correct branded site
People signing in through a branded workspace are now taken to that brand’s consent page instead of landing on a page that cannot finish sign-in.
Workflow runs now explain failures in plain language
When a run fails, it now shows a short, readable explanation instead of a raw error. This makes it easier to understand what went wrong and what to do next.
Invoice and product forms now have searchable currency and account pickers
Currency and account selection is now easier to use on invoice and product forms. People can search by name and see more valid choices.
Workflow builder is more reliable when a turn gets complex
The builder is less likely to lose progress on large or complicated turns. It also catches more workflow setups that would appear valid but fail to work correctly.
Tripletex is now available as an accounting connector
People can now connect Tripletex for customer and contact sync, invoices, product creation, and list views.
Email sending and campaigns are now available through the public API
Workspace mailboxes can now be used to send email, manage templates, and run campaigns. Campaigns now keep the selected template when they are sent.
MCP connections now stay signed in longer and route to the right brand
People no longer need to sign in again as often after a session expires. Sign-in and access now stay within the correct brand.
Contact enrichment now fills the right fields and avoids duplicate records
Enriched contact details are now written into the correct fields. The system also avoids creating a duplicate contact when one already exists.
Connector definitions now handle larger imports more safely
Very large connector definitions are less likely to fail or produce unusable results. Path parameters and date-based values are also handled more consistently.
Connector sessions are now shared more reliably across processes
Signed-in connector sessions are now reused instead of being recreated each time. If a session is no longer valid, the connection is re-established automatically.
Expanded workflow and connector coverage
Softsync now supports more finance, CRM, email, and workflow automations, helping more teams keep connected systems up to date.
Improved record syncing and search reliability
Record updates are handled more consistently, reducing missed changes and duplicate data. Search and reading records are also more dependable in large workspaces.
Added more workspace monitoring and admin insights
Workspace health and sync monitoring now provide broader visibility into activity and status, making it easier to spot issues across connected workspaces.
Improved email and notification delivery
Invitation, meeting, and notification emails are now handled more reliably, reducing the chance that important messages fail to reach users.
Refined billing and plan handling
Billing and plan behavior now better reflects workspace access and subscription status, helping keep account features aligned with the current plan.
Connector sessions now stay shared across processes
Connector logins are now reused more consistently, and if a sign-in expires the app reconnects and retries automatically.
Failed workflow runs now explain what went wrong
When a run fails, it now shows a short plain-language explanation instead of a raw error. Where possible, it also includes a hint for what to do next.
Invoice and product forms now have searchable account and currency pickers
Invoice and product forms now make it easier to find supported accounts and currencies. Currency options are also shown more clearly.
Improved customer record search
Searching records now returns better matches in more cases, making it easier to find the right customer or contact when names or details are incomplete.
Fixed message sending for mentions and special characters
Messages now handle mentions and text with special characters more reliably, reducing cases where a message could fail or appear incorrectly.
Improved email delivery reliability
Email notifications and invitations are now more reliable, helping reduce missed or delayed emails for common account actions.
Expanded accounting and finance integrations
More accounting and finance data can now be used in workflows, giving customers broader coverage for customer, invoice, product, and related records.
Expanded mail connector support
Mail-based workflows now support a wider range of mailbox checks, improving setup and making email automations more dependable.
Improved workflow monitoring and admin visibility
Workspace and workflow monitoring now provides better visibility into sync and job health, helping teams spot issues sooner and keep automations running smoothly.
Improved billing and plan handling
Plan and billing behavior has been refined for customer accounts, helping keep subscription status and access in sync more reliably.
Improved workspace sync reporting
Workspace sync metrics and reporting have been expanded, giving administrators clearer insight into sync activity across connected workspaces.
Connector sessions now recover after a provider reset
If a connection is reset, the app can reconnect and try again automatically so other connections keep working.
Failed workflow runs now explain what went wrong
When a run fails, you now see a short plain-language explanation instead of a raw error message.
Invoice and product forms now have searchable pickers
Currency and account choices are easier to find on invoice and product forms, with clearer labels and search.
Expanded connector coverage
More connectors are now available across accounting, mail, CRM, and related business tools. This broadens the systems you can sync and automate in Softsync.
Improved record syncing reliability
Record syncing is now more resilient when handling incoming data and updates. This reduces cases where synced information could be incomplete or incorrect.
Refined sync monitoring
Sync monitoring has been improved for clearer status visibility. This helps keep sync status and related metrics more dependable.
Updated email and meeting notifications
Email and meeting-related messages have been refreshed for a more consistent experience. Important notifications are now presented more clearly.
Improved service stability
Background processing and request handling are now more stable under load. This helps prevent slowdowns and intermittent failures during busy periods.
Shared connector sessions across processes
Connector logins now stay signed in more reliably when multiple workers run at once.
Failed workflow runs now explain what went wrong
When a run fails, it now shows a short plain-language explanation instead of only a raw error.
Searchable currency and account pickers on invoice and product forms
Currency and account fields on invoice and product forms are now easier to search and browse.
Expanded accounting and CRM sync coverage
More customer records, invoices, products, and related accounting data can now be synced across supported systems. This helps keep connected workspaces more complete and up to date.
Improved email and meeting workflows
Email sending and meeting-related workflows were expanded so more common customer communication tasks can run reliably. This reduces manual follow-up when coordinating with contacts.
Added more workspace monitoring and admin visibility
Workspace monitoring and sync status tools now provide broader coverage for connected accounts. This makes it easier to spot issues and keep integrations healthy.
Improved record search and message handling
Searching records and working with messages is now more reliable in edge cases. This helps users find the right information and avoid unexpected failures.
Improved billing and access checks
Plan and access checks were tightened so customers are less likely to run into incorrect permission or billing behavior. This makes account access more consistent.
Improved connector setup and data import reliability
Several connector setup and import flows were updated to handle more real-world data variations. This reduces sync interruptions and failed imports.
Connector sessions recover more reliably
Connector sessions are now less likely to interrupt other open connections, and reconnects recover automatically when a session is no longer valid.
Failed workflow runs now explain what went wrong
When a run fails, it now shows a short plain-language explanation instead of a raw system error. This makes it easier to understand the problem and what to do next.
Search is easier in invoice and product pickers
Currency and account fields on invoice and product forms are now easier to search and browse. The lists are better ordered and show readable names alongside codes.
Improved record search relevance
Search results are now ranked more accurately, so the most relevant records appear first.
More reliable message sending
Messages are now less likely to fail unexpectedly, so emails and notifications send more consistently.
Better handling of imported records
Imported records are now saved more consistently, which helps reduce formatting issues and keeps records cleaner.
Expanded workflow and connector coverage
More workflow and connector options are now available for supported business systems, giving teams more ways to automate recurring tasks.
Improved admin workspace monitoring
Administrators now have better visibility into workspace health and sync issues.
Updated email and invitation templates
Invitation, meeting confirmation, and notification emails have been refreshed for clearer, more consistent messages.
Connector logins are reused and recover automatically
Connector logins are now reused more consistently, and if a connection is interrupted the app can reconnect and try again so syncs keep working.
Failed workflow runs now explain what went wrong
When a run fails, you now see a short plain-language explanation instead of a raw system error. This makes it easier to understand the problem and what to do next.
Currency and account pickers are easier to search
Invoice and product forms now show searchable pickers with clearer currency names. The available options are ordered to make common choices easier to find.
Expanded connector and workflow coverage
Softsync now supports more business apps and workflow automations, giving you more data and processes you can sync and automate.
Improved record syncing and search reliability
Record syncing is more reliable, reducing missed or inconsistent updates. Search and message handling also work more consistently in everyday use.
Refined admin monitoring and workspace sync tools
Workspace monitoring and sync visibility have been improved, making it easier to track account health and sync status.
Improved email and meeting notifications
Invitation, sign-in, group invite, meeting confirmation, and notification emails have been refreshed for more consistent delivery.
Better handling of rate limits and service interruptions
Softsync now handles busy or unavailable services more gracefully, helping reduce interruptions during syncs and other automated tasks.
Connector sessions recover after a provider reset
If a connected service resets a session, the app now reconnects automatically so other work can continue without interruption.
Failed workflow runs now explain what went wrong
When a run fails, you now see a plain-language explanation instead of a raw system error, with guidance where available.
Currency and account pickers are easier to search
Invoice and product forms now include searchable lists, making it easier to find the right currency or account.
Workflow runs stay active during large responses
Long-running runs are now less likely to time out when they receive very large results.
Expanded accounting and business app integrations
Softsync now supports more connected business systems and more kinds of data, making it easier to keep additional records up to date.
Improved email workflow support
Email-related workflows now cover more common tasks, so you can automate more email-driven work with fewer gaps.
Added more CRM workflow templates
New CRM workflow options are available for common customer engagement tasks, including birthdays, nominations, and revenue-based follow-ups.
Improved meeting workflow templates
Meeting templates now cover more common scheduling and confirmation flows, making it easier to reuse consistent meeting automations.
Improved record syncing reliability
Record syncing is now more reliable when data needs to be matched across systems, reducing the chance of missing or inconsistent records.
Improved workspace monitoring and sync visibility
Workspace monitoring and sync status handling have been refined, making sync issues less likely to go unnoticed.
Improved message and mention handling
Messages and mentions are handled more consistently across the product, reducing formatting and delivery issues in conversations and notifications.
Improved billing and plan handling
Plan and billing behavior is now more reliable, reducing issues when checking access or managing subscription features.
Connector sessions now recover when a provider invalidates them
If a sign-in expires, the app reconnects and tries again automatically so one connection does not interrupt another.
Failed workflow runs now explain what went wrong
When a run fails, you now see a short plain-language explanation instead of a raw error. The message can also include a next step when one is available.
Invoice and product forms now have searchable account and currency pickers
It is now easier to find the right account or currency by name in invoice and product forms. Currency choices are also shown in a more useful order.
Workflow runs are more resilient during long turns
Long-running workflow interactions are less likely to fail when they involve large search results or connector lists.
Expanded support for accounting and mail workflows
More customer data can now be used in accounting and mail-related workflows, helping teams automate contact, customer, invoice, product, and mailbox tasks more reliably.
Expanded meeting and CRM workflow templates
Meeting and CRM workflow templates now support more customer scenarios, helping teams automate more recurring outreach and follow-up work.
Improved record syncing and search reliability
Record syncing and search now work more reliably, reducing missed or inconsistent results across the app.
Improved email and notification delivery
Outgoing emails and notifications are now more consistent, helping reduce issues with invitations, confirmations, and other customer messages.
Expanded workspace activity visibility
Workspace activity reporting now gives better visibility into usage and sync activity.
Shared connector sessions across runs
You should see fewer repeated sign-ins when using the same connector across runs, and fewer failures when a provider ends an older session.
Show workflow failures in plain language
Failed runs now include a short explanation in plain language, making it easier to understand what went wrong and what to do next.
Improved invoice and product pickers
Invoice and product forms now have easier-to-search currency and account pickers, with clearer names and better ordering.
Prevent workflow turns from timing out on large results
Long-running workflow steps are now less likely to time out when they involve large searches or large lists of connector items.
Improved record search relevance
Search results now better match the records you are looking for. This makes it easier to find the right item when names or details are similar.
Refined message handling in workflows
Messages used in workflows are now handled more reliably. This reduces cases where a message could be processed incorrectly or not appear as expected.
Expanded email and meeting notifications
Email and meeting notifications have been improved so more messages are sent with the right details. This helps recipients get clearer, more complete updates.
Improved workspace monitoring and sync visibility
Workspace monitoring and sync tracking are now more reliable. This makes it easier to spot when data is up to date and when something needs attention.
Improved billing and plan handling
Plan and billing information is now handled more consistently. This helps reduce issues when checking access or subscription status.
Expanded connector coverage for business systems
More connected systems and data types are now supported across workflows and syncs. This gives you broader coverage when moving information between tools.
Connector sessions are reused across app processes
Signing in through connectors is less likely to interrupt other active sessions, and failed sessions recover more smoothly.
Failed workflow runs now explain what went wrong
When a run fails, it now shows a plain-language explanation and, when possible, a suggested next step.
Searchable currency and account pickers on invoice and product forms
Currency and account fields now show searchable, human-friendly names, making them easier to choose on invoice and product forms.
Workflow runs stay alive during large tool responses
Large searches and connector lookups are less likely to interrupt a run partway through.
Expanded connector coverage and workflow support
More business systems and data types are now available for syncing and automation. This broadens the range of records and workflows you can connect in Softsync.
Improved record syncing reliability
Syncing is now more reliable when handling larger or more complex records. This helps reduce missed updates and failed imports.
Improved message and email handling
Email-related workflows and notifications are now more reliable. This reduces cases where messages or confirmations could fail to send.
Expanded admin monitoring and workspace insights
Workspace and workflow monitoring now provide broader visibility into sync health and activity. This makes it easier to spot issues and understand what is happening across connected workspaces.
Connected accounting sessions now recover after a reset
If a connected accounting service resets your sign-in, the app reconnects automatically so your work can continue.
Failed workflow runs now explain what went wrong
When a run fails, you now see a short plain-language explanation instead of a raw system error.
Invoice and product forms now have searchable pickers
Currency and account fields on invoice and product forms are now easier to search and browse, so you can find the right option faster.
Expanded accounting and email integrations
Softsync now supports more ways to connect accounting and email tools, making it easier to sync contacts, customers, products, and invoices.
Improved CRM workflow coverage
More CRM automations are now available, including birthday follow-ups, high-value deal handling, and case study nomination requests.
Added more meeting and email automation options
Meeting and email templates now cover more common communication flows, so you can automate more follow-up and outbound messages.
Improved workspace monitoring and admin visibility
Workspace activity and sync tracking now give teams better visibility into workflow health, making it easier to spot issues and keep automations running smoothly.
Improved reliability of record syncing and search
Record syncing and search are now more reliable, reducing the chance of missing or inconsistent results while data is being processed.
Improved message handling and mention formatting
Mentions and related text in messages are now handled more consistently, helping shared messages and notifications stay readable.
Expanded billing and plan handling
Billing and plan management now better support workspace access and subscription changes, helping keep account access aligned with the right plan.
Improved invite and notification emails
Invitation, meeting confirmation, and notification emails have been refreshed so recipients get clearer messages.
Expanded support for finance data
Softsync now supports more finance-related data across connected systems, giving customers more ways to move accounting information into their workflows.
Improved platform reliability and monitoring
Background processing and health handling were updated to make the platform more dependable and reduce interruptions during normal use.
Make connector sessions more reliable
Connections are now less likely to interrupt each other, which helps reduce failed sign-ins when traffic is spread across multiple app instances.
Retry connections after a sign-out
If a connection is ended unexpectedly, the app now tries again automatically so it can recover without manual steps.
Show workflow failures in plain language
Failed runs now show a short, human-readable explanation instead of a raw system error. When possible, the message also suggests what to do next.
Search currencies and accounts in forms
Currency and account pickers on invoice and product forms are now searchable and easier to scan. The lists are also ordered more naturally so common choices are easier to find.
Keep long workflow runs from timing out
Large runs are now less likely to stop partway through, which makes long, tool-heavy workflows more reliable.
Catch more invalid workflow setups before they run
The system now blocks a few more workflow configurations that would fail later. This helps prevent broken runs from being saved in the first place.
Search all supported currencies in billing forms
Invoice and product forms now offer searchable currency pickers with the full set of accepted currencies.
Keep long assistant requests from failing
Large searches and catalogues are handled more reliably so the assistant can complete the request instead of stopping when the request contains too much information.
Prevent unusable automations from being submitted
The builder now catches missing recipients, invalid step references, unreachable endings, and other configurations that would otherwise save successfully but never work.
Workflow results now explain what happened
Completed workflows now show the same clear outcome and explanation in the task list and record history, including cases where nothing was changed.
Long selection lists are searchable
Long selection lists now switch to a searchable picker, making it easier to find an option without scrolling through the entire list.
Onboarding now ends on the correct welcome screen
The welcome screen and onboarding dialog now display the correct content after setup is complete.
Accounting connections recover automatically
Accounting connections now recover automatically after a session expires, reducing interruptions to accounting tasks.
Automation failures now explain what went wrong
Failed automations include a short plain-language explanation and, when possible, a suggested next step.
Forms now offer searchable currency and account pickers
Invoice and product forms make it easier to find the right currency or account by searching names as well as codes.
Long automation interactions are less likely to fail
Long automation interactions are now less likely to end unexpectedly, so tasks can continue more reliably.
Automation checks catch invalid logic earlier
The automation builder now flags steps that depend on unavailable results or do not handle all possible outcomes.
Connections recover automatically after access expires
Connections now recover automatically after access expires, reducing interruptions when the same account is used in more than one place.
Workflow failures now explain what went wrong
Failed runs now show a short, plain-language explanation and, when possible, suggest what to do next.
Find currencies and accounts faster in forms
Invoice and product forms now offer searchable pickers with clearer currency names and a broader set of supported currencies.
Large workflow requests are less likely to fail
Large workflow requests now complete more reliably.
Workflow checks catch invalid logic
Checks now flag steps that rely on unavailable information or results that are not checked.
Connections recover after access expires
Connections now reconnect automatically after access expires, reducing failed actions.
Failed workflows explain what went wrong
Failed workflows now show a short, plain-language explanation and, when possible, a suggested next step.
Search currency and account pickers on forms
Invoice and product forms now offer searchable currency and account pickers, with clearer currency names and codes.
Large assistant tasks are less likely to fail
Assistant tasks that use large catalogues or search results can now continue more reliably.
Workflow checks catch more unusable steps
The workflow builder now flags steps that rely on unavailable results or lookups whose outcomes are not used.
Accounting connections recover from expired access
Accounting connections now reconnect automatically when access expires, reducing failed syncs and actions.
See clearer explanations when a workflow run fails
Failed workflow runs now include a short explanation of what went wrong and, when possible, what you can do to fix it.
Search currencies by name in invoice and product forms
Currency pickers now include the full supported currency list and can be searched by currency name or code.
Large workflow runs are less likely to fail
Workflows with large catalogues or search results are now less likely to fail.
Workflow validation catches more invalid configurations
The workflow builder now identifies more invalid configurations before you run them.
Accounting connections recover automatically
Accounting connections now recover automatically after access expires, reducing failed requests and unnecessary reconnects.
Failed workflows explain what to do next
Failed workflows now show a short, plain-language explanation of the problem and, when possible, a suggested next step.
Searchable pickers for currencies and accounts
Invoice and product forms now let you search currencies and accounts by name or code, making it easier to choose the right option.
Long assistant requests complete more reliably
Assistant requests involving large searches or catalogs are now less likely to fail.
Workflow validation catches more invalid setups
Workflows now identify more setup problems before they run.
Accounting connections recover when sign-ins expire
Accounting connections now recover more reliably after a sign-in expires, reducing failed syncs and actions.
Failed workflow runs now explain what went wrong
Workflow failures now include a short plain-language explanation and, when possible, guidance on how to resolve the problem.
Find currencies and accounts faster on financial forms
Currency and account pickers on invoice and product forms are now searchable and show clearer names, making it easier to select the right option.
Large assistant tasks are less likely to stop unexpectedly
Long tasks involving large catalogs or multiple searches are now less likely to stop unexpectedly, so the assistant can continue working.
Workflow validation catches unavailable results
The workflow builder now flags steps that rely on unavailable results before the workflow runs.
Workflows now require decisions from lookup results
The workflow builder now warns when a lookup result is not used to determine what happens next, helping prevent workflows from proceeding without a meaningful result.
Accounting connections recover automatically
Connections can recover after a sign-in expires, so workflows are less likely to fail unexpectedly.
Failed workflows now explain what went wrong
When a workflow fails, it includes a short, plain-language explanation and next steps when available, making problems easier to resolve.
Search currencies and accounts in invoice and product forms
Invoice and product forms now offer searchable pickers with clearer currency names and account choices.
Large assistant tasks are less likely to time out
The assistant now completes work more reliably after large searches.
Workflow builder flags steps that need attention
The workflow builder now flags steps that may never produce a result or whose results are not handled.
Connections recover after authorization expires
Connections now recover automatically after authorization expires, reducing unexpected authorization failures.
Failed workflow runs explain what went wrong
Failed runs now include a short plain-language explanation and, when possible, guidance on how to resolve the problem.
Currency and account pickers are easier to search
Invoice and product forms now offer searchable pickers with clearer currency names and a broader set of supported currencies.
Large workflow runs no longer fail unexpectedly
Workflows handling large catalogues or multiple searches can now continue instead of failing without a useful result.
Workflows warn about unavailable results
Workflows now identify steps that depend on results that cannot be reached before they cause a failed run.
Workflows warn when search results are not checked
Workflows now flag searches whose results are never used to make a decision, helping prevent incorrect assumptions.
Fiken, Finago and PowerOffice now support products and disconnects
These accounting connectors now include product catalog views, product creation, and list workflows alongside invoicing. You can also disconnect them cleanly when they are no longer needed.
Conversation assistant keeps more context in view
The assistant is better at keeping earlier parts of a conversation in mind, so follow-up questions are less likely to lose important details. It is also less likely to repeat itself or answer from the wrong source.
Connected data questions use the right source
Questions about connected information are now more likely to use the correct connection. You’ll also see clearer guidance when a connection belongs to someone else.
Email sequences stop for bounced addresses
If an email address bounces, that recipient is removed from the rest of the sequence while everyone else continues as normal. Bounce notices are no longer treated as replies.
Prevent invalid workflows from being saved
Workflows with missing recipients, invalid field updates, or steps that depend on values they just changed are now blocked before saving. The error points to the step that needs attention, so problems are caught earlier.
Improve transform and notification steps
Transform steps now support the workflow mode needed for connector-based workflows. Notification steps now send messages to the person who triggered the workflow instead of the author.
Keep queue processing steadier under heavy load
Queue processing is now more balanced when one workspace sends a large burst of jobs. This helps other workspaces keep moving and reduces stop-and-start processing.
Workflow builder now gives clearer results
The workflow builder is less likely to stop partway through setup. It now gives clearer feedback when a requested action is not available and avoids blocking submission because of unused connection slots.
Clearer feedback when something goes wrong
Messages are now clearer and more helpful when a connection fails, making it easier to understand what happened and what to do next.
Release notes updated for version 1.33.0
This release includes the latest customer-facing improvements and fixes.
Browse products and create products from accounting connections
Accounting connections now include product catalogues, product creation, invoice lists, and sales-order lists, with consistent currency handling.
Disconnect an accounting connection cleanly
You can now disconnect an accounting connection through its connection controls, with clearer feedback when a connection is not usable.
Keep assistant conversations in context
The assistant now retains useful results from earlier turns, so follow-up requests such as choosing an item from a previously shown list work more reliably.
Stop email sequences after a bounced address
Permanent and temporary delivery failures now stop the sequence for that recipient only, while the rest of the campaign continues. Out-of-office replies are not treated as bounces.
Explain automation errors in plain language
Failed runs now include a short explanation of what went wrong and, when possible, what you can do next.
Keep busy workspaces from slowing one another down
Activity in one busy workspace is less likely to delay automation processing for other workspaces.
Make enrichment update the right contact
Enrichment now stores contact details in their intended fields and checks for an exact match before creating a new contact.
Bulk actions explain their limits and automation effects
Bulk actions now show when they apply only to the first 200 selected records and warn when large changes will not trigger automations.
Use connected data for invoice and product selections
Invoice and product workflows can now populate accounts, categories, currencies, templates, and other selections from connected data. Product prices update to reflect the chosen currency, and displayed rows can be opened to review invoice lines.
Connections from Settings now set up syncing
Connecting a service from Settings now also sets up the features needed for syncing and viewing record details. Setup errors identify the list and field that need attention.
Scrolling no longer changes focused number fields
Scrolling over a focused number field no longer changes its value, helping prevent accidental changes to prices and quantities.
Workflow automation and evaluation coverage improved
Workflow automation behavior has been expanded and made more consistent.
Keep the new view button visible
The button for creating a new view is now available consistently in the view selector.
Open records directly from copied links
Copied record links now open the record panel at the intended location.
Scoped record searches and sorting are more reliable
Record lists and searches now respect scope and sort rules more consistently.
Assistant can safely manage groups and views
The assistant can now help manage groups and views with safer guardrails.
Keep record filtering and sorting consistent
Record lists now apply scoped filters and sorting more reliably.
Manage groups and views safely with the assistant
The assistant can manage groups and views while respecting workspace visibility and permissions.
Sort relation and multiple-value fields in views
Views can now sort records using relation fields and fields containing multiple values.
Clarify scheduling and unread notification limits
Hourly is now clearly shown as the shortest available schedule interval, and unread counts display as 99+ once they reach the limit.
Keep file selections after rejecting extra files
Selecting a sixth file now explains the limit without clearing the files you already selected.
PowerOffice imports no longer duplicate companies on re-sync
PowerOffice company syncs now match existing records more reliably during repeat imports.
Workflow run details now show clickable record and group mentions
Run details now turn bare record and group IDs into clickable mentions where possible.
Control variables now work correctly
Control variables now behave as expected in the interface.
Toggle controls now use the correct default size
Toggle controls now start with the intended small size.
Sidebar buttons now match the updated styling
Sidebar buttons have been updated to use the corrected styling and spacing.
DoneAI controls now use the correct corner radius
DoneAI controls now match the intended rounded style.
Theme colors now stay in sync across views
Theme colors now update consistently across the app.
Rich text links are easier to edit
The link input in the rich text editor now behaves correctly. This makes it easier to add or change links while editing content.
Workflow examples load correctly again
Workflow example screens now open without breaking. This restores the example content used during workflow setup.
Control variable selection now works correctly
The control variable picker now behaves as expected.
Email schedule picker icons are aligned
The schedule picker in email setup now shows properly aligned icons.
Pagination now looks and behaves consistently across screens
Pagination controls were standardized so they match across the app.
Workflow trigger setup is now conversational
The workflow editor now starts with a conversational setup flow instead of the older setup form.
Workflow starter examples now open from the renamed panel
Workflow starter examples now point to the correct screen, preventing them from breaking when opened.
Fix the link input in the rich text editor
The rich text editor’s link input now behaves correctly.
Keep control variables working
Control variables now behave correctly again.
Use the correct default size for toggles
Toggles now use the expected default size.
Show DoneAI tabs correctly
DoneAI navigation tabs now display in the intended style.
Improve AI progress indicator styling
AI progress indicators now use the correct visual style.
Align schedule picker icons
Icons in the email schedule picker are now aligned properly.
Fix the default button radius
Default buttons now use the correct corner radius.
Keep DoneAI controls visually consistent
DoneAI controls now use the correct corner radius and styling.
Keep CSS styling consistent across themes
Theme styling now stays in sync across areas of the app, reducing visual differences.
Restore workflow example imports
Workflow examples now load correctly again.
Fix rich text links and control styling
Link entry in the rich text editor now behaves correctly. Other small control styling issues were also corrected so buttons, toggles, and tabs display more consistently.
Restore workflow editor imports after the starter rename
Workflow example screens now load without errors after the starter panel was renamed, preventing the editor from breaking on open.
Fix the link input in the rich text editor
The link input now behaves correctly when adding or editing links. This makes rich text editing more reliable.
Keep control variables and toggles working correctly
Control variables and small toggle controls now use the intended defaults. This prevents inconsistent behavior in forms and settings.
Improve the importer selection controls
Importer tables now use a clearer selection control. This makes it easier to choose values while importing data.
Restore the DoneAI chip and progress styling
DoneAI chips, progress indicators, and related controls now render with the correct appearance. This keeps the interface consistent in branded areas.
Keep styling consistent across themes
Theme styling now stays in sync across providers. This reduces visual differences between screens and themes.
Fix workflow example imports
Workflow example screens now load correctly after a component rename. This prevents the example content from breaking in the editor.
Improve workflow control spacing and alignment
Several workflow controls, including tabs, progress indicators, and radius styling, have been visually adjusted. The workflow interface should now look more polished and consistent.
Fix the link input in the rich text editor
The rich text editor link field now works reliably.
Keep control variables working
Control variables now behave correctly again.
Keep the schedule picker icons aligned
The email schedule picker icons are now aligned properly.
Use the correct size for toggles
Toggles now default to the intended small size.
Rich text links now accept pasted URLs correctly
The link input in the rich text editor now behaves more reliably.
Control variables now work correctly
Control variables now behave as expected in the editor.
DoneAI tabs and controls now match the new design
DoneAI navigation and controls now use the updated tab and button styling.
Progress indicators now render correctly in AI views
AI progress indicators now display with the intended styling.
Schedule picker icons now align properly
The icons in the email schedule picker are now aligned more cleanly.
DoneAI control radius now matches the rest of the app
DoneAI controls now use the same corner styling as other interface elements.
Theme styling now stays in sync
Theme styling now updates more reliably when switching between themes.
Workflow examples load correctly after the starter rename
Workflow example content now opens correctly after the starter panel update.
Rich text links now accept input correctly
The link field in the rich text editor now behaves properly, making it easier to add or edit links in formatted text.
DoneAI tabs and controls now render correctly
DoneAI navigation and controls have been adjusted for a cleaner layout.
Schedule picker icons now align properly
The email schedule picker now shows aligned icons, making the scheduling controls easier to scan.
Checkboxes now use the filled style consistently
Checkboxes now match the intended filled appearance across form controls.
Toggle controls now use the correct default size
Toggle controls now default to the expected compact size, keeping form controls aligned more consistently.
Workflow examples load correctly after a rename
Workflow example content now opens without breaking after the starter panel was renamed. This fixes a load issue that could block example workflows from appearing.
Control variables now behave correctly
Control variable handling has been corrected. This fixes an issue that could interfere with workflow or form behavior when using variable controls.
Control variables now behave correctly
Control variables now work as expected in the interface. This prevents incorrect behavior when configuring variable-driven content.
Workflow examples now open correctly
Workflow example content now loads without broken references after the starter panel rename. This prevents example workflows from failing to open.
Workflow examples and starter screens load correctly
Workflow example screens now open without broken references after the starter screen rename.
Control variables and toggles now display correctly
Control variable fields and small toggles now use the intended default sizing and appearance.
Pagination now looks and behaves consistently
Pagination controls now share the same component and styling across screens.
DoneAI tabs and controls now keep the intended layout
DoneAI tab groups and related controls now use the correct layout and corner radius again.
Link editing and workflow examples no longer break on load
The rich text link editor and workflow example screens now load reliably.
Stop repeated accounting imports from duplicating companies
Scheduled company imports now update existing companies instead of creating duplicates. Contacts with multiple roles retain all of their categories.
Show group and record references in run details
Automation run details now turn group and record references into readable, clickable links where available.
Rich-text links are easier to add
The link field in the rich-text editor now works correctly when adding links.
Add links in rich-text fields
The link input in the rich-text editor now works correctly.
Adding links in rich text works correctly
Links can now be added and edited as expected in the rich-text editor.
Add links more reliably to formatted text
Adding links to formatted text now works correctly.
Rich-text links can be added correctly
The link editor now accepts and saves links as expected.
Adding links in the rich-text editor works reliably
The link input now accepts and saves links correctly.
Adding links in rich-text messages works correctly
The link input in the rich-text editor now accepts and applies links properly.
Fiken connections now confirm access before finishing
A Fiken connection now checks that it can read data before reporting success.
Imported values are handled more safely
Connector imports now skip problem values and continue with the rest of the import.
Workflows can declare required fields
Workflow templates can now declare which record fields they need before installation. Missing fields are created automatically, and conflicting fields are flagged before the workflow is installed.
Workflows can add and remove records from groups
You can now use workflow steps to place existing records into a group or remove them from one.
Workflow setup now gathers requirements through guided questions
The workflow builder now asks guided questions instead of relying on a setup form.
Email composer tools now work from the bulk bar
The variable selector can now be opened from the bulk bar while composing email.
Sidebar colors and shortcut buttons were simplified
The sidebar now uses a cleaner color treatment, and shortcut buttons have a more consistent shape.
Bulk actions bar uses the updated layout
The bulk actions bar has been adjusted to match the new layout.
Email variable picker now opens from the bulk actions bar
You can now open the variable picker from the bulk actions bar while editing email content.
Rich text links are easier to edit
The link input in the rich text editor now behaves correctly.
DoneAI tabs and controls now render correctly
Several DoneAI interface elements have been corrected so their tabs, buttons, and controls display properly.
Checkboxes now use the filled style consistently
Checkboxes now display the intended filled appearance.
Schedule picker icons now line up correctly
The email schedule picker icons are now aligned consistently.
Set up workflow triggers with guided questions
Workflow trigger setup now walks you through the needed choices step by step instead of using a dense form. This makes it easier to define what records to watch and when a workflow should run.
Workflow setup now keeps your wording intact
The workflow starter now uses your prompt as written instead of rewriting it first. This helps prevent setups from being saved incorrectly or failing to run.
Workflow templates and connection errors are easier to understand
Template installation and workflow history now use clearer wording, and connection errors show the full message instead of being cut off. This makes setup and troubleshooting easier.
Workflow feedback is now easier to review
Problem reports from workflow runs now appear in a dedicated review page. Support can see the related run and conversation details in one place.
Onboarding preview text now appears correctly in all languages
The onboarding preview dashboard no longer shows placeholder text in supported languages. It now displays the intended translated labels and descriptions.
Record display now handles multi-value text fields correctly
Text values in multi-value fields now display properly in record views. This prevents broken or confusing text from appearing in those fields.
Group selection now loads reliably in imported data
Imports that use grouped relation data now route records correctly. This reduces the chance of records landing in the wrong group during import.
Workspace selector no longer flashes when joining an invite
The workspace selector now stays stable when you accept an invitation. This removes the brief flash that could appear during the join flow.
Bulk actions panel uses a new layout
The bulk actions bar has been reorganized for a cleaner layout, making the controls easier to scan and use.
Extra action buttons no longer cast a shadow
Secondary action buttons in dialogs now render more cleanly.
Email variable picker now opens from the bulk actions bar
The variable selector in email editing now opens correctly from the bulk actions bar.
Sidebar colors and shortcut buttons were simplified
The sidebar now uses a simpler color treatment and cleaner shortcut button styling.
Rich text links now accept input properly
The link field in the rich text editor now works as expected, so you can enter and edit links without issues.
Workflow setup examples and library content were refreshed
Workflow examples, the library, and related preview content were updated to match the latest setup flow.
Workflow examples now load correctly
Workflow example content now opens without failing to load.
Tidy the bulk action bar layout
The bulk action bar has a cleaner layout, making multi-select actions easier to use.
Remove the extra shadow from dialog actions
An extra shadow was removed from dialog action buttons, making dialogs look cleaner.
Let email variables open from the bulk action bar
Variable selection now works from the bulk action bar in email flows.
Simplify sidebar colors
Sidebar colors have been simplified for a cleaner appearance.
Adjust sidebar shortcut button shape
The sidebar shortcut button now has a better corner radius.
Use the filled checkbox style consistently
Checkboxes now use the filled style where expected, making selection states easier to recognize.
Improve rich text link entry
Link entry in the rich text editor now works more smoothly.
Build workflow triggers with guided setup
Workflow triggers can now be set up through a step-by-step question flow instead of a dense form.
Start workflows with a more natural setup flow
The workflow starter now uses a conversational setup, making it easier to fill in missing details and save workflows correctly.
Improve workflow templates and connection errors
Workflow templates now install with clearer wording, and connection setup shows the full error message so problems are easier to diagnose.
Keep workflow setup and install messages translated
The new workflow setup questions and install conflict message are now translated across supported languages.
Build workflow triggers with guided setup
The workflow editor now walks you through trigger setup with simple questions instead of a dense form, making it easier to choose what records to watch, when to run, and which filters to apply.
Improve workflow library and connection error details
Template installs and workflow history now reflect the latest workflow experience. Connection errors also show more of the original message, making setup issues easier to understand.
Keep workflow examples and setup screens working
Workflow starter and example screens now load correctly after recent editor changes, preventing broken workflow setup pages from appearing.
Show workflow feedback in the admin review page
Problem reports submitted from workflow history now appear in the admin review area with the related run attached, making it easier to triage workflow issues.
Use the correct group list source throughout the app
Group-related screens now use the current group list consistently, helping prevent missing or outdated group choices in places that depend on group visibility.
Improve workflow trigger and history translations
Several workflow and onboarding screens now show the intended text in more languages instead of raw placeholder text, making the setup experience clearer for non-English users.
Keep the workspace selector from flashing on invite
The workspace selector no longer briefly flashes when you open an invite, making the transition into a workspace feel smoother.
Polish buttons, tabs, and sidebar styling
Several shared controls now render with more consistent spacing, shape, and disabled states, improving the look and feel across the app without changing how the controls work.
Add step-by-step trigger setup in the workflow editor
Workflow triggers can now be configured through a guided step-by-step flow. This makes it easier to choose what to watch, when to run, and how to narrow the trigger.
Use a conversational workflow starter
The workflow starter now lets users begin with a simple prompt instead of a rigid setup form. This reduces confusion when creating new automations.
Improve workflow library and preview details
Workflow templates, history, and previews now show clearer information. Connection errors also surface more of the original message.
Keep workflow example screens working
Workflow example screens now open correctly after a recent rename. This prevents broken example links in the workflow area.
Fix the workspace objects settings text
Objects settings now show the correct translated text instead of falling back to English. This improves the settings experience in all supported languages.
Update the DoneAI branding and controls
DoneAI icons, tabs, and control styling now display correctly again. This keeps the branded experience consistent across the app.
Simplify sidebar and dialog styling
Sidebar shortcuts and dialog action buttons now use cleaner styling. This improves visual consistency in common navigation and dialog flows.
Set up workflow triggers with guided questions
Workflow trigger setup now walks you through a step-by-step question flow instead of a dense form. This makes it easier to choose what to watch, when to run, and which filters to apply.
Use a conversational workflow starter
The workflow starter now lets you begin with prompts and a composer instead of a rigid setup form. Your input is passed through more reliably, which helps workflows save and run correctly.
Improve workflow library, history, and connection errors
Template installs, workflow history, and the copilot panel now reflect the latest workflow changes. Connection errors also show the full message instead of cutting it off.
Keep workflow setup text consistent across languages
Missing workflow setup and install conflict text has been added across all supported languages. This prevents untranslated fallback text from appearing during setup.
Show group names correctly in imported records
Imported records now route group information more reliably when relation tables are involved. This helps group values appear in the right place after import.
Open workflow variable selection from the bulk bar
The variable picker now opens correctly from the bulk action bar while composing email actions. This makes it easier to insert variables during bulk edits.
Tighten sidebar and button styling
Several sidebar, button, checkbox, and tab controls have been visually corrected. These updates make the interface look more consistent and easier to use.
Fix the rich text link input
The link input in the rich text editor now behaves correctly. Adding or editing links is more reliable.
Keep the checkbox filled style consistent
Checkboxes now use the intended filled appearance, making selected states easier to recognize.
Fix the default button variant
Buttons now use the correct default style in more places.
Restore the DoneAI tab layout
The DoneAI section now uses the intended tab layout again.
Adjust button tab spacing and radius
Button tabs now have cleaner spacing and rounded corners.
Fix the disabled button state
Disabled buttons now display correctly, making it clearer when an action is unavailable.
Fix the DoneAI control shape
DoneAI controls now use the correct corner radius.
Repair the workflow starter flow
Workflow setup now opens correctly after the starter screen update.
Use a conversational workflow starter
The workflow starter now asks for missing details in a more natural back-and-forth flow.
Browse workflow templates and history from the workflow area
The workflow area now includes updated template browsing and history views.
Show workflow setup and install messages in all languages
Workflow setup questions and install conflict messages now appear in the correct translated text.
Use the correct workspace settings text
Workspace settings now show the intended labels and messages instead of default text.
Bulk actions panel uses the updated layout
The bulk actions panel now uses a cleaner layout.
Email variable picker now opens from the bulk actions bar
The variable picker in email editing now opens from the bulk actions bar as expected.
Sidebar colors are easier to read
The sidebar now uses a simpler color treatment.
Sidebar shortcut buttons have a cleaner shape
Shortcut buttons in the sidebar now have a more consistent corner radius.
Checkboxes now show the filled style correctly
Checked boxes now display the filled version as intended.
Disabled buttons now look disabled
Disabled buttons now have a clearer inactive appearance, making it easier to tell when an action is unavailable.
Notification cards no longer show an extra border
Notification items now render with cleaner spacing and no extra border.
Bulk actions now use the updated layout
The bulk action bar has been adjusted to fit the current interface better.
Email variable selection now opens from the bulk action bar
The email composer now opens variable selection from the bulk action bar correctly, making it easier to insert variables while editing messages.
Workflow setup now uses a conversational starter
The workflow starter now begins with prompts and a composer instead of a rigid setup form, making it easier to describe what you want the workflow to do.
Workflow library and history views are more polished
Workflow template browsing and history views have been updated to match the new workflow experience.
Workflow examples now open correctly
Workflow example content now links to the renamed starter panel correctly.
Build workflow triggers with guided setup questions
The workflow editor now guides you through trigger setup with simple questions, making it easier to define what to watch for, when to run, and any extra filters.
Make workflow setup and library screens easier to follow
Workflow setup, template install, history, and connection screens now use clearer text and more complete error details, making setup and troubleshooting easier.
Prevent duplicate workflow versions from running at once
Saving a workflow now reliably stops older enabled versions so only the latest version keeps running.
Show the correct workspace and onboarding text in more languages
Onboarding and workspace screens now show the intended translated text instead of placeholder strings in supported languages.
Improve workflow trigger setup reliability
Workflow trigger setup now keeps selected values intact so automations save correctly and run as expected.
Keep workflow examples and starter screens loading correctly
Workflow example and starter screens now open correctly after the setup redesign.
Keep the workflow variable selector working from the bulk bar
The variable selector now opens correctly from the bulk action bar, making it easier to insert variables while editing email content.
Tighten the DoneAI tab and control styling
DoneAI tabs, chips, and controls now keep a more consistent shape and appearance.
Sync theme colors across app sections
Theme colors now stay consistent when moving between different parts of the app.
Bulk actions panel has a new layout
The bulk actions panel has been reorganized for easier use. Controls are now arranged more clearly when working with multiple items.
Email variable picker opens from the bulk actions bar
The variable picker now opens correctly from the bulk actions bar while editing email content. This makes it easier to insert dynamic values while composing.
Rich text links now accept input correctly
The link field in the rich text editor now accepts and keeps your entry properly. This fixes a frustrating issue when adding or editing links.
Notification cards no longer show an extra border
Notification items now render without the extra border that appeared around them. This makes the notification list cleaner.
The rich text editor link field is usable again
The link input in the rich text editor now works properly. This restores normal link editing while composing content.
DoneAI tabs and controls now display correctly
Several DoneAI interface elements, including tabs, progress states, and control shapes, now render as intended. This improves the consistency of the DoneAI experience.
Schedule picker icons now line up correctly
The email schedule picker now shows aligned icons. This makes the scheduling controls easier to read and use.
Bulk actions now use a cleaner layout
The bulk action bar has been rearranged for a clearer layout, making multi-item actions easier to use.
Email variable selection works from the bulk action bar
You can now pick email variables from the bulk action bar as expected.
Sidebar colors and shortcut buttons are more consistent
The sidebar now uses a simpler, more consistent color treatment, and shortcut buttons keep the intended shape.
DoneAI controls now render with the correct shape
DoneAI tabs, chips, icons, and control spacing now display more consistently.
Make accounting connections verify access before completing
A connection is no longer shown as ready when it can sign in but cannot read company data. The connection flow explains what needs to be enabled and lets you retry.
Keep imported values accurate and complete
Imports now convert values according to their field type and skip only values that cannot be converted. Completion messages report skipped values instead of failing the entire page or hiding missing data.
Install automation fields automatically
Automation templates now create required record fields during installation. Installation stops with a clear explanation when an existing field has the wrong type.
Add and remove records from groups in automations
Automations can now add existing records to groups or remove them from groups, including records received from an event or an earlier step.
Catch automations that cannot trigger before they are saved
Invalid trigger values, unknown fields, and unavailable fields are now identified before an automation is activated instead of leaving it unable to run.
Build automations through guided questions
The automation builder now asks focused questions using choices from your workspace, including whether a field changed from any value or a specific value.
Set up workflow triggers step by step
A guided setup helps you choose which records to watch, when the workflow should run, and any additional filters.
Start workflows with a conversational setup
The workflow starter lets you describe what you want in your own words and guides you through the missing details.
Email variables work from bulk actions
You can now choose email variables correctly when sending messages through bulk actions.
Set up automation triggers step by step
A guided setup helps you choose which records to watch, when the automation should run, and any additional filters.
Describe automations conversationally
You can start building an automation by describing what you want in your own words, then answer questions to complete the setup.
Show settings text in your selected language
Settings now display text in your selected language.
Translate the chart “Others” label
The “Others” chart category now uses your selected language.
Improve record details on mobile
Record details are easier to read and scan on small screens.
Choose variables from bulk actions
The variable selector now works correctly when creating bulk email actions.
Set up when workflows start step by step
Workflow setup now guides you through choosing records, timing, and additional conditions with a simpler question-based flow.
Start workflows with a conversational setup
You can describe what you want a workflow to do in your own words, and the setup guides you through any details that are still needed.
Connection setup shows complete error details
Connection setup now displays the full error message so you can better understand and resolve a problem.
Select variables from the bulk action bar
You can now choose values from the variable selector when applying actions to multiple records.
Set up workflow triggers step by step
A guided setup now helps you choose which records to watch, when the workflow should run, and which conditions should narrow it down.
Describe workflow starters in your own words
You can begin creating a workflow with a plain-language request. The setup then asks for any missing details using the options available in your workspace.
Show complete connection error messages
Connection setup now displays the full error message, making it clearer how to resolve a failed connection.
Choose email variables from the bulk editor
The email variable selector now works when editing multiple records at once.
Set up workflow triggers step by step
A guided setup asks which records to watch, when the workflow should run, and which conditions should narrow it down.
Describe what you want a workflow to do
You can describe what you want in your own words and get guidance through any missing details.
Choose email fields when sending to multiple records
The email field selector now works when creating email content for multiple records.
Workflow trigger setup is now step by step
Workflow setup guides you through choosing records to watch, when to run, and optional filters.
Start workflows with a conversational setup
Workflow setup now lets you describe what you want in your own words and guides you through the missing details.
Workflow connection errors show the full explanation
Connection failures now provide the complete explanation so you can better understand what needs attention.
Email variable selection works from the bulk editor
You can now select email variables correctly while editing multiple records at once.
Set up workflow triggers step by step
A guided setup now helps you choose which records to watch, when the workflow should run, and any additional filters.
Start workflows with a conversational setup
Describe what you want a workflow to do in your own words, then answer follow-up questions to complete the setup.
Workflow setup problems are explained clearly
When a workflow cannot be set up because required information is missing, the message now explains what needs to be fixed.
Connection errors now show the full message
Connection setup now displays the complete error message so you can better understand and resolve the problem.
Set up workflow triggers step by step
A guided setup helps you choose which records to watch, when the workflow should run, and any additional filters.
Start workflows with a conversational setup
Describe what you want a workflow to do in your own words, then answer follow-up questions to complete the setup.
Choose email details from bulk actions
Bulk email actions now let you select which details to insert.
Set up automated task triggers step by step
A guided setup helps you choose which records to watch, when the task should run, and any additional filters.
Start automated tasks with a conversational setup
Describe what you want an automated task to do in your own words, then answer follow-up questions to complete the setup.
Setup conflicts are explained clearly
When setup details conflict, the message now explains what needs to be fixed.
Email variables work from bulk actions
You can now select email variables when creating bulk actions.
Inbound email links match addresses regardless of case
Incoming mail now links to the right contact even when email addresses use different capitalization.
Gmail webhooks update every connected mailbox
A Gmail notification now updates all matching mailbox connections instead of only one of them.
Search steps now fail clearly when data is unavailable
When a record or message search cannot reach its source, it now reports a failure instead of looking empty.
Message searches stay scoped to the requester
When you search for your own messages, the search now stays limited to your scope even if no other people are named.
Message search results favor newer matches
When several messages match equally well, the newest one can now be shown first.
Workflow deletes no longer switch behavior unexpectedly
Message deletion workflows now behave consistently instead of sometimes using a different delete style than intended.
Cancelled workflows now stop their child runs too
Stopping a workflow run now also stops any runs it started underneath it.
New workflows default to workspace scope
New chat-built automations now default to workspace-wide scope instead of only running for one person. They still narrow to a single user when the trigger is tied to a personal mailbox or user-specific connection.
Workflow run audit logs are available
You can now open an audit log for a workflow run to review completed and failed steps.
You can report workflow problems from run history
Users can now flag a workflow that is not behaving correctly directly from run history.
Edited workflows now run only the latest version
When a workflow is updated, only the newest enabled version now runs.
Connector imports can be run again without duplicating records
Re-running a connector import now updates matching records instead of creating a second copy.
Email notifications stay off by default
New email notifications now start disabled unless you turn them on.
Sidebar sharing and appearance were refined
The sidebar share button and color styling now look and behave more consistently.
Buttons and checkboxes now match the updated design
Buttons now render with the intended shape, disabled state, and icon styling. Filled checkboxes also display correctly.
Workflow history now includes run logs and problem reporting
You can now open a run log from workflow history to see what happened in a run. You can also report a workflow problem with the failing run attached.
Workflow run scope is clearer and easier to understand
The run scope control now stays visible and explains whether a workflow runs for the whole team or just you.
Older workflow versions no longer keep running in the background
When a workflow is updated, older enabled versions are now retired more reliably.
Workflow feedback is now available for admins
Admins can now review problem reports submitted from workflow run history.
Campaigns can now be stopped while they are running
You can now stop a queued campaign run before it finishes.
Campaign failure counts are labeled more clearly
The campaign results column formerly labeled Bounced is now called Failed.
Workspace settings text now displays correctly in all languages
Several workspace settings screens now show translated text instead of falling back to English.
Mobile record properties and chart labels are easier to read
Record properties now display more cleanly on small screens. The chart Others label also now appears correctly in every supported language.
View workflow run history and report problems
You can now open a run history entry to see the steps that ran and the records they affected. If something goes wrong, you can send a problem report with the failed run and related conversation for context.
Control who a workflow runs as
The run-as setting is now always visible in the workflow editor. It shows whether a workflow will run for the whole team or only for you, and explains when the choice is locked.
Stopped older workflow versions from running twice
Saving a workflow now cleanly retires older enabled versions. This prevents duplicate background runs from being created.
Review workflow problem reports in admin
Administrators can now review problem reports submitted from workflow run history in one place. Each report includes the related run and conversation context.
Stop a running email campaign
You can now stop queued campaign runs before they finish sending. Removing someone from a sequence now cancels their remaining sends instead of leaving them active.
Renamed failed email sends for clearer reporting
The email results table now labels failed sends as Failed instead of Bounced.
Workflow setup is now guided step by step
The visual workflow editor now walks you through trigger setup with simple questions instead of a dense form. This makes it easier to choose what to watch, when to run, and how to narrow the trigger.
Workflow templates and connection errors are easier to understand
Template installs and workflow history now use clearer wording throughout the setup flow. Connection errors also show the full message instead of cutting it off.
Import confirmations now match how imports behave
The import confirmation message now reflects that records can be updated without being duplicated.
Record display now handles multi-value text fields correctly
Text values in record views are now shown consistently even when a field can contain multiple values. This prevents broken or confusing text in record details.
Chart labels now show correctly in all languages
The chart view now displays the correct label for the Others slice in every supported language.
Notification settings now start with email disabled
New notification settings now default email notifications to off.
Sidebar sharing button works again
The sidebar share button now behaves as expected.
View workflow run history and report problems
You can now open a run history entry to see what happened during a workflow run. If something goes wrong, you can send a problem report with the related run and conversation to help support investigate.
See who a workflow runs as
The run-as setting is now always visible and clearly shows whether a workflow runs for the whole team or only for you. When the setting is locked, you can see why.
Older workflow versions are turned off automatically
Saving a newer workflow version now turns off older enabled versions automatically. This helps prevent duplicate background runs after an update.
Stop a running email campaign
You can now stop queued campaign runs instead of waiting for every remaining send to finish. Removing someone from a sequence now cancels their remaining steps.
Failed email sends are labeled more clearly
The campaign results view now uses Failed for sends that did not complete. The label now matches what the column measures.
View workflow run logs and report problems
You can now open a workflow run to see what happened and which records were affected. If something looks wrong, you can send a problem report with the run and related conversation so support can investigate faster.
See who a workflow run will act as
The workflow run scope is now easier to understand, so you can tell whether it applies to your whole team or only to you. It also explains when the setting cannot be changed.
Stopped duplicate workflow runs from being created
Saving a workflow now no longer causes the same automation to run twice.
Review workflow problem reports in admin
Admins now have a place to review problem reports submitted from workflow runs, along with the related run and conversation context.
Stop a running email campaign
You can now stop a queued campaign run instead of only removing someone from the sequence. Remaining sends for that person are cancelled when you use stop.
Renamed failed email sends for clearer reporting
Campaign results now label these sends as Failed instead of Bounced, which better matches sends that did not go out successfully.
Workflow setup is now guided step by step
The workflow editor now guides you through trigger setup with simple questions instead of a dense form. This makes it easier to choose what to watch, when to run, and any extra filters.
Workflow starter now keeps your setup intact
The workflow starter now uses a conversational flow, which makes trigger setup more reliable and reduces cases where workflows were saved but never ran.
Workflow library and connection errors are easier to understand
Template installs, history, and the assistant panel now reflect the latest workflow changes. Connection errors also show the full message instead of cutting it off.
Record titles now handle multi-value text fields correctly
Text values in multi-value fields now display properly in record views, preventing broken or missing text.
Chart date buckets now group data correctly
Charts now place records into the right date groups, improving the accuracy of time-based reporting.
Importer now routes grouped relation records correctly
Imports now keep related records in the right group, preventing records from landing in the wrong place.
Onboarding preview now shows translated text
The onboarding preview dashboard now displays the intended text in all supported languages.
Notification email settings now default to off
New notification email settings start disabled by default, helping prevent unexpected emails until you turn them on.
Sidebar sharing button works again
The share button in the sidebar now works as expected.
Buttons and controls now match the current theme
Several buttons, tabs, checkboxes, and progress indicators were visually refined to better match the app's theme.
Profile upload button styling is cleaner
The profile upload button now uses the updated button styling.
Default email notifications stay off until enabled
Email notifications now start turned off by default, so users only receive them after enabling them.
Make the share sidebar button work reliably
The share button in the sidebar now works as expected.
Keep button styling consistent across the app
Buttons now use more consistent sizing, shape, and disabled states.
Restore the correct sidebar color treatment
The sidebar color styling has been corrected to stay consistent with the rest of the app.
Improve profile upload button styling
The profile upload button now has cleaner styling.
Show workflow run history and problem reporting
Users can now open run history to review what happened in a workflow run and report a problem with the related run attached.
Make workflow run scope clearer
The run scope control is now always visible and explains whether a workflow runs for the whole team or only for the current user.
Stop duplicate workflow versions from running
Older enabled workflow versions are now retired more reliably when a new version is saved, helping prevent duplicate runs.
Review workflow feedback in admin
Admins now have a page for reviewing problem reports submitted from workflow runs.
Stop queued email campaigns and rename failed sends
Queued campaigns can now be stopped before they finish sending. The send status label has also been renamed to Failed.
Show full connection errors during setup
Connection setup now shows the full error message instead of cutting it off, making connection problems easier to understand.
Show mobile record properties more clearly
Record properties on small screens now use clearer spacing and dividers, making record details easier to scan on mobile.
Translate the Others chart label correctly
The Others slice in charts now uses the correct translated label.
View workflow run logs and report problems from history
You can now open a run log from workflow history to see the steps that ran and the records they affected. If something goes wrong, you can report it with the failing run attached so support has the right context.
Control who a workflow runs as
The run-as setting is now always visible in the workflow editor. It clearly shows whether a workflow will run for the whole team or only for you, and explains when that choice is locked.
Stop a running email campaign
You can now stop queued campaign runs instead of waiting for every remaining send to finish. Removing someone from a sequence now cancels their remaining steps.
Rename failed email sends for clearer reporting
The email list now labels the affected column as Failed instead of Bounced, which better matches what the count measures.
Keep email notifications off by default
Email notifications now start disabled unless a user turns them on. This prevents unexpected notification emails.
Make the share sidebar button work again
The share button in the sidebar now behaves correctly. Users can access sharing from the sidebar without the previous issue.
Make workflow run scope clearer
The run scope control is now always visible and explains whether a workflow runs for the whole team or only for the current user. It also explains when the scope is locked.
Stop older workflow versions from running twice
Saving a workflow now cleanly replaces older enabled versions. This prevents duplicate background runs.
Show workflow feedback reports in admin review
Admins now have a page for reviewing workflow problem reports. Each report includes the related run and conversation context.
Allow stopping a running email campaign
Queued email campaigns can now be stopped before they finish. Removing someone from a sequence now cancels their remaining sends.
Rename failed email sends for clarity
The email results view now labels failed sends as Failed instead of Bounced. The label now matches what the column actually measures.
Improve workflow setup with guided questions
Workflow setup now walks users through a simpler question flow instead of a dense form. This makes it easier to define what should trigger a workflow.
Make workflow templates and connection errors easier to understand
Template installation and workflow history now use clearer wording, and connection errors show the full message. This helps users understand what went wrong and what to do next.
Show the correct chart label for other values
Charts now display the correct translated label for the Other slice. This prevents an English fallback from appearing in other languages.
Improve mobile record property layout
Record properties now use a cleaner layout on small screens. Labels are easier to read and the section is less visually crowded.
Keep the bulk bar layout consistent
The bulk action bar now uses an updated layout. This improves spacing and makes bulk actions easier to use.
Make the variable picker available from the bulk bar
Users can now open the variable picker from the bulk bar while editing email content. This makes it easier to insert variables during bulk actions.
Restore the correct sidebar colors
Sidebar colors now render consistently again. This keeps the workspace navigation looking as expected.
Fix button and checkbox styling issues
Buttons, icon buttons, disabled states, and filled checkboxes now render with the intended styling. This improves consistency across the app.
Align the rich text link input
The link input in the rich text editor now aligns properly. This makes editing links easier and more polished.
Correct the schedule picker icon alignment
Schedule picker icons now line up properly. This makes the email scheduling controls look cleaner.
Update the workspace selector and group controls
Workspace and group controls now use cleaner layouts and spacing. This makes navigation and grouping controls easier to scan.
Improve notification card spacing
Notification cards now have cleaner borders and spacing. This makes notifications easier to read.
View workflow run logs and report problems from history
You can now open a run log from workflow history to see the steps that ran and the records they affected. If something goes wrong, you can report it from the failed run.
Make workflow run scope clearer
The run scope control is now always visible and explains whether a workflow runs for the whole team or only for you. It also shows why the scope is locked when needed.
Stop older workflow versions from running twice
Saving a workflow now prevents older enabled versions from continuing to run in parallel. This removes duplicate background activity.
Track workflow feedback in an admin review page
Problem reports from workflow runs now appear in a dedicated review page for admins. Each report includes the related run so it is easier to understand what happened.
Stop email campaigns in progress
You can now stop a queued campaign run before it finishes sending. Removing someone from a sequence now cancels their remaining sends instead of leaving them active.
Rename failed sends for email campaigns
The campaign results view now labels failed sends as Failed instead of Bounced. The label now matches what the column actually measures.
Keep campaign sends from continuing after stop
Stopping a queued campaign now cancels the remaining sends, and removing someone from a sequence now behaves as expected.
Rename bounced sends to failed sends
The campaign results view now uses a more accurate label for failed sends.
View workflow run history and report problems
You can now open run details from workflow history and report a problem from a failed run.
Make workflow run scope clearer
The run scope control is now always visible and makes it clearer whether a workflow runs for the whole team or only for you.
Review workflow feedback in admin
Admins now have a page for reviewing workflow problem reports.
Improve workflow setup with guided questions
Workflow setup now uses a step-by-step question flow to make it easier to define what should trigger a workflow.
Show full connection errors during setup
Connection setup now shows the full error message, making connection problems easier to understand and fix.
Keep onboarding and settings text readable in all languages
Several screens now show the correct translated text instead of falling back to English placeholders.
Improve mobile record property layout
Record details on small screens now use a cleaner layout with clearer labels.
Show the chart Others label in the right language
The chart slice labeled Others now appears in the correct language.
Keep the sidebar share button visible and consistent
The sidebar share button and related styling were adjusted for a more consistent appearance.
Default email notifications stay off
Email notifications now start disabled by default.
Make the rich text link input work correctly
Adding or editing links in the rich text editor is now more reliable.
Keep the bulk bar layout stable
The bulk action bar now has a cleaner layout, reducing visual glitches when selecting multiple items.
Align email variable selection with the bulk bar
The email variable picker now works correctly from the bulk action bar.
Simplify sidebar colors
Sidebar colors were adjusted for a cleaner, more consistent appearance.
Update button styling across the app
Buttons now look more consistent across the app, including shape, spacing, and disabled states.
Fix notification card borders
Notification cards no longer show an extra border.
View workflow run logs
You can now open a workflow run to see the steps that ran and which records were affected.
Report workflow problems from run history
You can now send a problem report directly from a workflow run.
See workflow run scope more clearly
The run scope control is now always visible and explains whether a workflow runs for your whole team or only for you.
Stopped duplicate workflow runs from older versions
Saving a workflow now prevents older enabled versions from continuing to run at the same time.
Review workflow problem reports in admin
Administrators can now review problem reports submitted from workflow runs in one place.
Stop a running email campaign
You can now stop queued campaign sends before they finish. Removing someone from a sequence now cancels their remaining sends.
Rename failed email sends for clarity
The email results table now labels failed sends as Failed instead of Bounced.
Workflow setup now asks questions step by step
The workflow editor now guides you through trigger setup with a simpler question flow.
Workflow starter now keeps your input intact
The workflow starter now passes what you type through without changing it first.
Workflow library and connection errors are easier to understand
Template installation and workflow history now use clearer wording, and connection errors now show the full message.
Objects settings text now displays correctly in all languages
The objects settings pages no longer fall back to raw English text in translated languages.
Record properties and chart labels display better on mobile
Record details now read more cleanly on small screens, with clearer spacing and larger labels.
Notification and sidebar controls look more consistent
Several buttons, tabs, and sidebar controls now use a more consistent appearance.
Email notification settings now start disabled
New email notification settings now default to disabled.
Campaigns can now be stopped while they are running
You can now stop a campaign run before it finishes sending, and removing someone from a sequence cancels their remaining sends.
Failed email sends are now labeled more clearly
The email list now uses Failed for messages that did not send successfully, which better matches the status shown.
Workflow run history now shows step details
You can open a run history entry to see which steps ran and which records were affected.
You can report workflow problems from run history
A new problem report option lets you send a failing run to support with the related conversation attached.
Workflow run scope is easier to understand
The run scope control is now always visible and explains whether a workflow runs for the whole team or only for you.
Workflow setup now guides you step by step
The workflow editor now asks guided questions instead of showing a dense setup form, making it easier to choose what to watch, when to run, and which records to include.
Workflow templates and connection errors are easier to understand
Template installs now address the right person, and connection errors show the full message instead of being cut off.
Workflow history no longer creates duplicate background runs
Saving a workflow now avoids creating duplicate background activity from older enabled versions.
Admins can review workflow problem reports
Administrators now have a page for reviewing workflow problem reports, including the related run and conversation details.
Onboarding preview now shows the right dashboard labels
The onboarding preview now displays the intended dashboard text in all supported languages.
Record properties now display better on mobile
Record property views are easier to read on small screens, with larger labels and a clearer layout.
Chart labels now show the correct translated name for Others
The chart slice for smaller values now uses the proper localized label instead of an English fallback.
The share button in the sidebar now works correctly
The sidebar share action has been corrected, restoring access to the sharing control from the sidebar.
Notification settings now default email alerts off
Email notifications now start disabled by default, helping prevent unwanted messages until you turn them on.
Button styling is now more consistent across the app
Buttons and icon buttons now use a more consistent look and feel across the interface.
Profile uploads now keep the correct button styling
The profile upload button now matches the rest of the interface more closely.
View workflow run details and report problems from run history
You can now open a workflow run to see the steps that ran and the records they affected. If something goes wrong, you can report it from the run history with the related conversation attached for support.
See workflow feedback in an admin review page
Admins now have a dedicated place to review problem reports submitted from workflow runs, with the related run and conversation details included.
Stop queued email campaigns before they finish
You can now stop a running campaign from the queue. Removing someone from a sequence now cancels their remaining sends.
Rename failed email sends for clearer reporting
Failed email sends now appear as Failed in the email results view, making the status easier to understand.
Keep the share button visible in the sidebar
The sidebar share button now appears consistently.
Improve notification defaults and spacing
New email notifications now start disabled by default, and notification panels have cleaner spacing and borders.
Make buttons and controls render consistently
Buttons, checkboxes, tabs, progress indicators, and related controls now follow the same visual style across the app.
Update sidebar and profile styling
Sidebar colors, shortcut buttons, and profile upload controls now render more cleanly.
Improve rich text link editing
The rich text editor's link input now behaves more reliably, making it easier to add or edit links while composing content.
Align email scheduling icons
The email schedule picker now uses aligned icons, making the scheduling controls easier to read.
Show the correct record property layout on mobile
Record property screens now use a clearer layout on small screens, with easier-to-read labels and more consistent spacing.
Display the chart Others label correctly in all languages
The chart slice labeled Others now shows the proper translated text instead of a fallback string.
Keep the bulk action bar layout stable
The bulk action bar now uses a cleaner layout, reducing visual shifting when bulk actions appear.
View workflow run logs
You can now open a workflow run to see the steps that ran and which records were affected. This makes it easier to understand what happened in a workflow run.
Report workflow problems from run history
You can now send a problem report directly from a workflow run. This helps support investigate faster.
See who a workflow will run as
The run-as setting is now always visible and explains whether a workflow runs for the whole team or only for you. When the setting is locked, it now tells you why.
Stopped duplicate workflow versions from running
Saving a workflow now cleanly disables older enabled versions. This prevents duplicate background runs from being triggered.
Review workflow problem reports in admin
Admins now have a page for reviewing problem reports submitted from workflow runs.
Stop a running email campaign
You can now stop queued campaign runs before they finish sending. Removing someone from a sequence now cancels their remaining sends.
Renamed failed sends for email campaigns
The campaign results table now labels failed sends as Failed instead of Bounced. The label now matches what the column actually measures.
Workflow setup now guides you step by step
The visual workflow editor now walks you through trigger setup with clearer questions. This makes it easier to choose what to watch, when to run, and any extra filters.
Workflow starter now keeps your prompt intact
The workflow starter now uses a conversational setup instead of turning your choices into a sentence first. This reduces setup mistakes and helps workflows save and run correctly.
Workflow templates and connection errors are clearer
Template installs and workflow history now use clearer wording, and connection errors now show the full message instead of a shortened version. This makes setup and troubleshooting easier.
Object settings now show translated labels correctly
The objects settings page now displays the intended text in all supported languages. It also shows a clearer import confirmation message.
Record properties and charts now display labels correctly
Record properties now render more cleanly on small screens, and the chart label for other values now appears correctly in every language. This fixes several display issues in workspace views.
Sidebar sharing button works again
The sidebar share button now behaves as expected. This restores a control that could stop responding.
Buttons and controls have a more consistent look
Several buttons, tabs, checkboxes, and progress indicators were visually refined. The app now has more consistent spacing, shape, and disabled states across screens.
Workflow runs now show a readable history and problem reports
You can now open a run to see the steps that executed and the records they affected. If something goes wrong, you can send a problem report with the failed run attached.
Workflow run scope is now always visible
The run scope control now clearly shows whether a workflow runs for the whole team or only for you. When the scope is locked, it explains why.
Older workflow versions no longer keep running in duplicate
Saving a workflow now retires older enabled versions automatically. This prevents duplicate background runs from being triggered.
Workflow feedback now has a review page for admins
Admins can now review problem reports submitted from workflow runs in one place. Each report includes the related run and authoring thread for easier follow-up.
Campaigns can now be stopped before all sends finish
You can now stop a queued campaign run and cancel the remaining sends. This helps when someone is removed from a sequence or a campaign needs to be halted.
Failed email sends are now labeled more clearly
The email list now uses Failed instead of Bounced for sends that failed inside the system. The label now matches what the column actually measures.
Objects settings now show translated text correctly
The objects settings pages now use the correct translated labels instead of falling back to English. This makes the settings experience consistent across languages.
Import confirmation now matches how re-runs behave
The import confirmation message now reflects that re-runnable imports update existing records instead of duplicating them. This makes the result of an import clearer before you continue.
Record properties now display better on mobile
Record property rows are easier to scan on small screens, with clearer separators and larger labels. This improves readability on mobile devices.
Chart labels now show the correct translated text
The chart slice labeled Others now uses the proper translated label. This removes an English fallback that could appear in other languages.
Workflow setup now guides you step by step
The visual workflow editor now asks guided questions about what to watch, when to run, and how to narrow the trigger. This makes it easier to set up a workflow without filling out a dense form.
Workflow starter now keeps your prompt wording intact
The workflow starter now sends your prompt directly instead of rewriting it into a sentence first. This helps the setup flow understand your intent more reliably.
Workflow library and connection errors are easier to understand
Template installs and workflow history now use the updated workflow experience, and connection errors now show the full message instead of cutting it off. This makes setup and troubleshooting clearer.
Workflow setup and install messages are now translated correctly
The new workflow setup questions and install conflict messages now appear in all supported languages. Retired setup text has been removed so users no longer see outdated wording.
Bulk email controls now work from the new layout
The bulk action bar now uses the updated layout, and the email variable picker works from that bar. This keeps bulk editing and email composition usable together.
Sidebar sharing and appearance are more consistent
The sidebar share button and related styling have been cleaned up. This makes the sidebar look and behave more consistently.
Buttons now render with the intended shape and disabled state
Default buttons, icon buttons, and disabled buttons now follow the updated visual style. This keeps controls looking consistent across the app.
Notification settings now default to email off
New notification settings now start with email notifications disabled. This avoids sending email alerts before a user turns them on.
View workflow run logs and report problems
You can now open a run log from workflow history to see the steps that ran and the records they affected. If something goes wrong, you can send a problem report that includes the failed run and related conversation for support.
See and understand who a workflow runs as
The run-as setting is now always visible and clearly shows whether a workflow runs for the whole team or only for you. When a personal mailbox or connection affects the setting, the reason is shown too.
Stopped duplicate workflow versions from running
Saving a workflow now correctly retires older enabled versions, so duplicate background runs no longer happen after updates.
Review workflow problem reports in admin
Admins now have a page for reviewing problem reports submitted from workflow runs, with the related run and conversation details included for follow-up.
Stop a running email campaign
You can now stop queued campaign runs instead of waiting for every remaining send to finish. Removing someone from a sequence now cancels their remaining sends.
Rename failed email sends for clearer reporting
The email results table now labels failed sends as Failed instead of Bounced, so the label matches the result being shown.
Workflow setup now guides you step by step
The visual workflow editor now asks guided questions about what to watch, when to run, and what filters to apply, making trigger setup easier to follow.
Workflow templates and connection errors are easier to understand
Template installs now use clearer wording, and connection errors show the full message instead of cutting it off.
Record titles now display text values correctly
Text values in multi-value fields now appear properly in record views instead of causing display issues.
Chart date buckets now group data correctly
Charts now place data into the correct date buckets, improving the accuracy of time-based reporting.
Importing related records now routes groups correctly
Imports now handle related-record group routing more reliably, helping prevent records from landing in the wrong place.
Onboarding preview now shows translated text
The onboarding preview dashboard now displays the intended text in all supported languages instead of raw key names.
Sidebar sharing and appearance are more consistent
The sidebar share button and related styling now render more consistently.
Buttons and controls now match the current theme
Several buttons, tabs, checkboxes, and progress indicators now use the updated styling consistently.
Profile upload button styling is cleaned up
The profile upload button now uses the intended spacing and appearance.
Notification settings now start with email disabled
Email notifications are now disabled by default where expected.
Rich text links are easier to add
The link input in the rich text editor now behaves correctly, making it easier to add and edit links while composing content.
Match incoming mail regardless of email casing
Incoming messages now link to the correct contact even when the email address uses different capitalization.
Sync all mailboxes sharing one address
Notifications for a shared address now update every connected mailbox instead of only one.
Keep private group names visible only to members
Private group names and views are no longer shown to workspace members who do not belong to those groups.
Show search failures instead of empty results
Record and message searches now clearly report when data could not be reached, rather than appearing to return no matches.
Keep message searches limited to the requested person
Requests such as “my latest email” now stay limited to the requester instead of widening to every mailbox the person can access.
Find the latest messages about a topic
Message searches can now prioritize the most recent matching messages while keeping relevance as the first filter.
Stop related automation runs when you cancel a run
Cancelling an automation run now also stops runs it started, preventing unexpected work from continuing.
Build automations for the whole workspace by default
Automations created through chat now run for the workspace by default and remain personal when they use personal connections or messages.
Send “email me” requests as notifications
When you ask the assistant to email you, it now sends a notification instead of setting up an additional mailbox connection.
Review the steps in an automation run
Run history now includes a readable record of the steps taken, the affected records, and useful details about the run.
Report problems with automation runs
You can now flag an automation that is not behaving as expected directly from its run history.
Prevent older automation versions from running twice
When an automation is edited, only its latest enabled version now responds to triggers, manual runs, and webhooks.
Re-import connector data without creating duplicates
Connector imports can now update matching records on later runs instead of creating a second copy.
Inspect workflow runs step by step
Open a run from workflow history to see which steps ran and which records they affected.
Report workflow problems with useful context
Report an issue directly from a failed run, including the run and the conversation that created the workflow.
See clearly who a workflow runs for
Workflow scope is now always visible and explains whether a workflow runs for the whole team or only for you, including why the setting may be locked.
Prevent duplicate workflow runs
Older enabled workflow versions are now retired correctly when a workflow is saved, preventing the same event from triggering multiple versions.
Stop campaign runs and sequence sends
You can stop queued campaign runs, and removing someone from a sequence now cancels their remaining scheduled sends.
Use clearer failed-send reporting
The Bounced column is now called Failed, accurately showing sends that could not be completed.
Email notifications are disabled by default
New notification settings no longer enable email notifications unexpectedly.
Improve mobile record details
Record properties are easier to read on small screens. Chart labels for the Others category are also translated correctly.
View detailed workflow run history
Open a run from your workflow history to see which steps ran and which records were affected.
Report workflow problems with run details
You can now report a problem directly from a workflow run with relevant details about what happened.
See and control who runs a workflow
Workflow settings now clearly show whether a workflow runs for the whole team or only for you.
Workflows no longer run more than once after updates
Saving a workflow now prevents duplicate runs from previous settings.
Stop queued email campaigns
You can stop a queued campaign, and removing someone from a sequence now cancels their remaining scheduled sends.
Campaign results use clearer failure labels
The Bounced label is now Failed, identifying sends that could not be completed.
Settings show translated text
Settings now use the correct translated labels and messages instead of falling back to English.
Import confirmations explain repeat imports accurately
Import confirmations now clearly explain what happens when you run the same import again.
Record properties are easier to read on small screens
Record properties now use clearer dividers and larger labels on mobile screens.
Chart labels are translated correctly
The Others category in charts now displays in the correct language.
Connection errors show complete details
Connection setup now shows the full error message so you can better understand and resolve the problem.
Email notifications start disabled by default
New notification settings no longer enable email notifications unexpectedly.
Stop queued campaigns and scheduled sends
You can stop queued campaign runs, and removing someone from a sequence now stops their remaining scheduled sends.
Rename bounced messages to failed
Email results now use “Failed” for sends that could not be completed, making the status clearer.
View automation steps and affected records
Each automation history item now opens a detailed view of the steps that ran and the records they affected.
Report automation problems from history
You can report an issue directly from an automation run and include the relevant details.
Choose who an automation runs for
You can see whether an automation runs for the whole team or only for you, along with any restrictions.
Prevent duplicate automation runs after updates
Updating an enabled automation no longer causes older versions to run alongside the new version.
Show complete connection error messages
Connection setup now displays the full error message so you can better understand and resolve failed connections.
Share from the sidebar
The sidebar share action now works as expected.
Keep new email notifications disabled
New email notification settings now begin disabled until you choose to enable them.
Email notifications start disabled by default
New email notification settings now begin disabled until you choose to turn them on.
Inspect workflow runs step by step
Open a workflow run from your history to see which steps ran and which records were affected.
Report workflow problems with details included
You can now report an issue directly from a workflow run with the relevant details included.
Workflow scope is clearer
Workflow setup now clearly shows whether a workflow applies to the whole team or only to you, including why a scope may be locked.
Older workflow versions no longer run twice
Updated workflows no longer cause duplicate actions from older versions.
Stop queued campaigns
You can now stop a queued campaign before its remaining messages are sent.
Removing someone from a sequence stops future sends
Removing a person from a sequence now cancels their remaining scheduled messages.
Campaign failures are labeled more accurately
The Bounced label is now Failed for messages that could not be processed.
Settings display translated text
Labels and messages in settings now display correctly in supported languages.
Imports can be safely run again
You can rerun an import without creating duplicate records.
Mobile record properties are easier to scan
Record properties now use clearer separators and larger labels on small screens.
Charts translate the Others label
The Others category in charts now uses the selected language instead of always displaying English.
Inspect the steps and records affected by each workflow run
Each run-history entry now opens a detailed view of the steps that ran and the records they affected.
Report workflow problems with run context
You can report an issue directly from a workflow run. The report includes relevant run details and conversation context to make troubleshooting easier.
See who a workflow will run as
The workflow settings now clearly show whether a workflow runs for the whole team or only for you, including why a setting may be locked.
Prevent duplicate runs after workflow updates
Updating a workflow no longer causes duplicate runs.
Stop queued campaign runs
You can now stop a queued campaign run, and removing someone from a sequence stops their remaining scheduled sends.
Use clearer failed-send reporting
The campaign results column now uses the label Failed to accurately describe sends that did not complete.
Show settings text in your selected language
Settings pages now use the correct translations instead of falling back to English.
Improve record details on small screens
Record details are easier to scan on mobile with clearer labels and separators between fields.
Translate chart categories correctly
The Others category in charts now appears in the selected language.
Keep email notifications disabled by default
New notification settings no longer enable email notifications automatically.
View workflow steps and affected records
Workflow history now shows which steps ran and which records they affected.
Report workflow problems from run history
You can report a problem directly from a workflow run with the relevant run details included.
See who a workflow will run as
The workflow scope clearly shows whether it applies to the whole team or only to you, with an explanation when access is restricted.
Updating a workflow no longer causes duplicate runs
Updating a workflow no longer causes both the previous and latest behavior to run.
Stop queued email campaign sends
You can now stop a queued campaign run. Removing someone from a sequence also stops their remaining scheduled sends.
Email failure counts now use clearer wording
The Bounced label is now Failed, making it clear that the count covers sends that could not be completed.
Workflow installation messages are clearer
Installation messages now show the correct installer and explain when required information is missing.
Settings labels now use the selected language
Settings labels now use the selected supported language instead of falling back to English.
Record properties are easier to read on small screens
Record properties now use clearer separators and larger labels on mobile screens.
Chart category labels are translated
The Others category in charts now uses the selected language instead of always displaying English.
Import confirmations accurately explain duplicate handling
The confirmation shown before importing records now more accurately describes how existing records are handled.
Connection errors show the full message
Connection setup now displays the complete error message, making connection problems easier to understand.
Sharing from the sidebar works correctly
Sharing from the sidebar now works as expected.
Workflow runs now show their completed steps
Open a run from your workflow history to see which steps ran and which records they affected.
Report workflow problems from run history
You can now report a problem directly from a workflow run, with the relevant run details included in your report.
Workflow scope is clearer
The workflow editor now clearly shows whether a workflow runs for the whole team or only for you, including why a scope may be locked.
Stop queued campaign runs
You can now stop a queued campaign run. Removing someone from a sequence also stops their remaining scheduled sends.
Campaign failure labels are more accurate
The campaign results column now uses “Failed” for sends that could not be processed.
Workspace settings are fully translated
Labels and messages in workspace settings now display correctly in supported languages.
Import confirmations explain repeat imports accurately
Import confirmations now clearly explain that running an import again will not create duplicate records.
Record properties are easier to read on small screens
Record properties now use clearer separators and larger labels on smaller screens.
Chart category labels are translated
The “Others” category in charts now displays correctly in supported languages.
Workflow runs now include step details
Open a run from workflow history to see what happened at each step and which records were affected.
Report workflow problems from run history
You can now report an issue directly from a failed workflow run with the relevant details included.
Workflow run scope is easier to understand
The run scope control now explains whether a workflow applies to the whole team or only to you, including why an option may be unavailable.
Stop queued campaign runs
You can now stop a queued campaign run. Removing someone from a sequence also stops their remaining scheduled messages.
Campaign failures are labeled more clearly
The Bounced label is now Failed to more accurately describe messages that could not be sent.
Workspace settings now use your selected language
Text in workspace settings now displays correctly in your selected language.
Repeated imports no longer duplicate records
Re-running an import now updates existing records without creating duplicates.
Record properties are easier to read on small screens
Record properties now use clearer separators and larger labels on mobile devices.
Chart labels are translated correctly
The Others chart category now uses your selected language instead of always appearing in English.
Inspect workflow runs step by step
Open a run from workflow history to see which steps ran and which records were affected.
Report workflow problems with run details
You can now report a problem directly from a workflow run and include its details.
See who a workflow will run as
Workflow scope is always visible, showing whether a workflow runs for the whole team or only for you.
Updated workflows no longer run duplicate actions
Updating a workflow no longer causes older versions to run the same actions again.
Stop campaign sends before they begin
You can stop a campaign run while its messages are still waiting to be sent.
Removing someone from a sequence stops scheduled sends
Removing someone from a sequence now stops their remaining scheduled messages.
Campaign failures are labeled more clearly
The Bounced label is now Failed to more accurately describe messages that could not be sent.
Connection errors are easier to understand
Connection setup now shows clearer error messages to help you resolve problems.
Settings text is translated consistently
Settings pages now use the correct localized text instead of falling back to English.
Record properties are easier to read on small screens
Record properties now use clearer separators and larger labels on mobile screens.
Chart labels are translated
The Others category in charts now uses the selected language.
Sharing from the sidebar works correctly
The sidebar sharing control now opens and behaves as expected.
Automated task history now includes step-by-step activity
Open an item from its history to see which steps ran and which records were affected.
Report problems from failed automated tasks
You can report a problem directly from a failed item in its history.
Automated task scope is easier to understand
You can now see whether an automated task applies to everyone or only to you.
Updated automated tasks no longer run twice
Updating an automated task no longer causes duplicate activity.
Stop queued campaign sends
Stop a queued campaign run, or remove someone from a sequence to cancel their remaining scheduled sends.
Failed campaign sends are labeled more clearly
The results column now says Failed when a send could not be completed, making campaign results easier to interpret.
Settings use the selected language
Labels and messages in settings now display correctly in the selected language.
Chart categories are translated correctly
The Others category in charts now uses the selected language.
Email notifications start turned off by default
New notification settings no longer enable email notifications unless you choose to turn them on.
Connection errors show the full message
Connection setup now displays the complete error so you can understand what needs attention.
Connector actions are more reliable
Connector actions now complete more consistently, reducing failures in connected workflows.
Icon picker and workflow status display were corrected
The icon picker now behaves more reliably when choosing an icon. Workflow status badges and display panels also render more consistently.
Mailbox group selection is easier to use
The email group selector now behaves more smoothly in mailbox settings.
Workflow connector actions and trigger selection work more reliably
Workflow setup now handles connector actions and trigger selection more consistently.
Workspace invitations no longer flash the wrong selector
Inviting someone to a workspace no longer causes the selector to flash unexpectedly.
Workspace selector no longer flashes when joining an invite
The workspace selector now stays stable when you accept an invite.
Workspace selector no longer flashes when joining an invite
The workspace switcher now stays stable when you accept an invite.
Stop the workspace selector from flashing on invite
The workspace selector no longer flashes when opening an invite, making the transition into a workspace feel smoother.
Stop the workspace selector from flashing on invite
The workspace selector no longer flashes when opening an invite. This makes the transition into a workspace feel smoother.
Stop the workspace selector from flashing on invite
The workspace selector no longer flashes briefly when opening an invite.
Invite flow no longer flashes the workspace selector
Opening an invite no longer causes the workspace selector to flash briefly.
Workspace selector no longer flashes when joining an invite
Joining a workspace invite now opens more smoothly, without a brief flash of the workspace selector.
Prevent the workspace selector from flashing on invite
The workspace selector no longer briefly flashes when you accept an invite.
Invite flow no longer flashes the workspace selector
Joining a workspace from an invite is now smoother. The workspace selector no longer flashes briefly during the transition.
Workspace selector no longer flashes when inviting people
The workspace selector now stays stable during invite flows. This removes a distracting flash when adding someone to a workspace.
Workspace selector no longer flashes when joining an invite
The workspace selector now stays stable when you accept an invitation.
Workspace selection no longer flashes during invitations
The workspace selector now stays stable while you accept an invitation.
Workspace selection stays stable during invitations
The workspace selector remains stable while accepting an invitation.
Keep workspace selection steady when accepting invitations
The workspace selector no longer briefly flashes or changes unexpectedly while accepting an invitation.
Workspace selection no longer flashes during invitations
The workspace selector no longer briefly appears while you accept an invitation.
Remove the workspace selector flash when accepting invites
The workspace selector now loads smoothly when joining a workspace from an invitation.
Workspace stays selected when accepting invitations
The selected workspace remains stable while accepting an invitation.
Invitations open in the correct workspace
Inviting people to a workspace now opens with the correct workspace selected without briefly showing another workspace.
Workspace selection no longer flashes during invitations
Inviting a member now keeps the workspace selector stable instead of briefly showing incorrect content.
Workspace selection no longer flashes during invitations
The workspace selector stays stable while you send an invitation.
Inviting members no longer briefly shows the wrong workspace
The workspace selector stays stable while inviting someone to join.
Email audience selection is clearer
When creating an email or sequence, choosing recipients now uses a step-by-step group and object picker with clearer labels, search, favourites, and automatic skipping when there is only one possible choice.
Integrations show available actions and easier imports
The integrations page now lets you review an integration's available actions and start supported data imports from a connected account. Returning to the page now refreshes in the background without clearing the list.
Workflow setup keeps trigger choices more reliably
Workflow creation and trigger selection now handle available actions and object choices more consistently, reducing cases where a setup step could appear incomplete or lose the selected trigger.
Mailbox reconnects more reliably
Mailbox connections now recover more consistently after a disconnect or expired session. This reduces cases where email syncing would stop until the connection was repaired.
Added a Fiken connector
You can now connect Fiken to work with its accounting data in Softsync.
Sequence lists and assistant branding were cleaned up
Sequence lists now display more consistently, and the assistant logo shows correctly.
Connect your accounting workspace to Fiken
You can now connect Fiken to Softsync and use it with your workspace data.
Reconnect mailboxes more reliably
Mailbox connections recover more reliably after a temporary connection problem.
Expired mailbox shows a Reconnect option
When a connected email account's sign-in expires, a Reconnect button now appears in mailbox settings. Clicking it takes you straight to your email provider's sign-in without changing any of your existing import settings.
Email sign-in from the workflow AI now opens correctly
When setting up a workflow that uses an email account, the correct sign-in dialog now opens from the workflow AI assistant and the workflow builder. Previously, an empty or non-functional dialog could appear instead.
Large file imports are now faster and more stable
The data preview when importing large spreadsheets is now fully virtualized, keeping the page responsive regardless of how many rows or columns your file contains.
Right-click menu no longer appears unexpectedly in record fields
Opening a dropdown, popover, or command palette inside a record no longer accidentally triggers the field removal option when right-clicking.
Duplicate merge progress screen and selected items display correctly
The loading overlay shown while merging duplicate records now covers the full screen as expected. Selected duplicate groups in the list are also visually clearer.
API documentation link now available in API Keys settings
The Settings > API Keys page now includes a direct link to the API documentation, making it easier to find developer resources without leaving the app.
Faster results
Results are now available faster, reducing the time you wait.
Filter sent emails by engagement
The sent emails list now includes an engagement filter, letting you quickly view emails that were opened, clicked, replied to, bounced, or not yet opened. The same filter is available when reviewing emails in detail, making it easier to follow up with specific groups of recipients.
Workflow list shows only the current version of each automation
When multiple saved versions of the same workflow exist, only the most recent version now appears in the list. This removes duplicate entries and makes it easier to find and manage your automations.
Workflow name and version fields are now read-only in settings
In the workflow settings panel, the name and version fields are clearly labelled as read-only. These values are managed automatically and can no longer be changed accidentally.
Edits made in the visual canvas now carry through to the AI chat view
When building a workflow using the visual canvas and then switching to the AI chat, changes made in the canvas are now reliably reflected. Previously, these edits could be lost on the switch.
Back button available after opening a past conversation
When opening a previous conversation from history in the workflow AI chat, a back button now appears so you can return to the main view without losing your place.
Confirmation appears after saving a workflow
After saving a workflow, a success notification now appears. If the save fails, an error message with details is shown straight away — previously a save failure could occur without any visible feedback.
Sequence editor resets correctly after saving
After saving an automated sequence, the page header and back button now return to their normal state immediately.
Desktop app downloads page shows feature previews
The desktop app downloads page in settings now includes feature highlight cards for Meeting Capture and Instant Summary, giving a clearer picture of what the desktop app offers.
More reliable mailbox connections
Mailboxes now connect more reliably during setup and use.
More condition types in workflow branch steps
When setting up branch conditions in a workflow, you can now choose from additional operators — including text matching (contains, starts with, ends with, matches a pattern), range comparisons (between two values), and empty-state checks. This makes it easier to build precise routing rules without workarounds.
More ways to handle different conditions
You now have more choices for handling different conditions.
More consistent language preferences
Your selected language preference is now followed more consistently.
Automatically generate ticket IDs
Assigned tasks can now receive automatically generated ticket IDs.
More reliable email-triggered tasks
Tasks started by email now begin more reliably.
Onboarding preview text now appears in all supported languages
The onboarding preview now shows translated text instead of raw placeholder keys.
Fixed missing onboarding preview text
The onboarding preview now shows readable translated text instead of placeholder text.
Onboarding preview now shows translated text
The onboarding preview now shows the intended text in supported languages instead of placeholder text.
Onboarding preview now shows translated labels
The onboarding preview now displays the intended translated labels instead of raw text, making first-time setup clearer in supported languages.
Translate onboarding preview content
The onboarding preview now shows proper localized text instead of placeholder text.
Translate onboarding preview content correctly
The onboarding preview now shows the intended text instead of placeholder text.
Onboarding preview now shows translated labels
The onboarding preview dashboard now displays the intended text instead of raw translation keys.
Improve onboarding preview text
The onboarding preview now shows the intended labels and text instead of placeholder text.
Fix missing onboarding text in multiple languages
Onboarding screens now show the intended translated text instead of placeholder text. This improves the first-time experience for users in supported languages.
Onboarding preview now shows translated text
The onboarding preview now displays the intended labels and descriptions in supported languages.
Onboarding preview text is now translated correctly
The onboarding preview now shows proper localized text instead of raw placeholder keys. This makes the first-time setup experience readable in supported languages.
Translate onboarding preview text correctly
The onboarding preview now shows translated text correctly instead of placeholder text.
Onboarding preview now shows translated text
The onboarding preview dashboard now displays proper localized labels instead of raw placeholder keys. This makes the first-time setup experience readable in all supported languages.
Onboarding preview now shows translated text
Onboarding text now appears correctly in supported languages instead of showing raw key names.
Onboarding preview now shows translated text
The onboarding preview now uses the correct translated labels instead of raw text, making setup readable in all supported languages.
Onboarding preview now shows translated text
The onboarding preview dashboard now displays the intended labels instead of raw placeholder text.
Onboarding preview now shows translated labels
The onboarding preview now shows the intended text instead of placeholder text, making first-time setup easier to read.
Onboarding preview now shows translated text
The onboarding preview dashboard now displays the intended text in supported languages instead of placeholder text.
Onboarding dashboard text now appears in all supported languages
The onboarding preview now shows translated labels instead of placeholder text. This makes the first-time setup flow readable in every supported language.
Fixed missing onboarding preview text
The onboarding preview now shows the intended text instead of placeholder text.
Restore onboarding preview text
Fixed missing text in the onboarding preview dashboard. The preview now shows the intended labels instead of raw placeholder keys.
Onboarding text displays correctly
Onboarding screens now show the intended labels and descriptions instead of untranslated placeholder text.
Onboarding dashboard labels display correctly
The onboarding dashboard now shows readable labels instead of untranslated text.
Show readable text during onboarding
The onboarding dashboard now displays its intended labels instead of untranslated text.
Onboarding text is translated correctly
Translated labels now appear correctly in the onboarding experience for supported languages.
Onboarding dashboard labels display correctly
The onboarding dashboard now shows readable labels instead of untranslated text.
Show readable text throughout onboarding
The onboarding dashboard now displays its intended labels and descriptions instead of untranslated text.
Onboarding previews show readable labels
Onboarding previews now display the intended labels instead of untranslated placeholder text.
Onboarding dashboards now show translated text
Onboarding dashboard labels and values now appear in the selected supported language.
Onboarding dashboard text displays correctly
The onboarding dashboard now shows translated labels instead of placeholder text.
Onboarding dashboard labels display correctly
The onboarding dashboard now shows readable labels instead of untranslated text.
Onboarding dashboard text is translated correctly
The sample dashboard shown during onboarding now displays translated labels instead of untranslated text.
Onboarding dashboard labels are translated
The onboarding dashboard now shows labels in the selected language.
Onboarding preview labels display correctly
The onboarding preview now shows readable labels instead of untranslated text.
Onboarding dashboard text is translated correctly
The sample dashboard shown during onboarding now displays translated labels.
Notify multiple mailboxes
Notifications can now be sent to multiple mailboxes, helping keep everyone informed.
Start intake from email requests
Email requests can now start an intake.
More reliable PDF reading
PDF files are now read more reliably during document processing.
Smoother service setup
Connecting services now prompts for required information and returns you to the right place after sign-in.
Charts support related data
Charts can now use related data for more detailed reporting.
Use workflows to read connected data
Workflows can now retrieve information from connected services as part of an automated process.
Imports link to existing records
Imported data now connects to matching records instead of creating unnecessary duplicates.
Older imports are assigned to the correct group
Older imported data is now assigned to the correct group.
Add tags to workflows
Workflows can now include tags to help organize and identify them.
Importer correctly places related data in your chosen destination
When importing records that include linked tables or relationships, all related data is now routed to the correct destination you selected. Previously, records from relation tables could be misrouted if a destination was not explicitly configured for each table.
Imported records now route to the right group
Imports now place records into the correct group more consistently.
Fixed relation table imports
Imports now bring in grouped relation data with the right structure.
Imported grouped records now route correctly
Records imported into grouped tables are now placed in the correct group more reliably.
Imported related records appear in the right place
Imports now place related rows in the correct group, so imported data appears where users expect it.
Import related records into the right groups
Imports now place related rows into the correct groups more reliably.
Improve relation imports for grouped data
Imports now place related records into the correct group more reliably.
Imported grouped records now route to the right relation tables
Imports now handle grouped relation data more reliably.
Import related records into the right groups
Imports now place related table data into the correct groups.
Improve relation table imports
Imports now handle grouped related records more correctly. This reduces import errors when bringing in related records.
Imported grouped records route to the right group
Imports now place related records in the correct group more reliably.
Imported related records now appear in the right place
Imports now place related table data into the correct group automatically. This helps imported records appear where users expect them.
Import related records into the right group
Imported related records are now placed in the correct group more reliably.
Imported grouped records route to the right group
Records brought in through import now land in the correct group more reliably. This prevents grouped data from appearing in the wrong place after import.
Imported grouped data now routes correctly
Imports with related groups now complete more reliably.
Imported related records now route to the right group
Imports now place related records into the correct group automatically, preventing records from ending up in the wrong place.
Imported related records now route to the right group
Imports now place related table data into the correct group more reliably.
Import related records into the right groups
Imports now place related records into the correct groups more reliably.
Imported relation groups now route correctly
Imports now place grouped relation data in the right destination, reducing failed or misfiled records.
Imported grouped records now route correctly
Imports now place grouped relation records in the right group.
Imported relation records now route to the right group
Imports now place related records into the correct group more reliably. This reduces misfiled records after bringing data into the app.
Fixed relation table imports
Imported relation tables now route grouped data correctly.
Improve relation table imports
Fixed an issue that could route grouped data incorrectly during imports. Relation table imports are now more reliable.
Related records import into the correct groups
Imports involving related records now follow the correct group structure.
Related records import into the correct groups
Imported related records now appear in the appropriate groups.
Place imported related records correctly
Imported records with relationships now appear in the correct groups.
Imported related data goes to the correct groups
Imported related data is assigned to the appropriate groups more reliably.
Imports organize related records correctly
Imports involving related records now assign them to the correct groups.
Related-record imports assign groups correctly
Imports that include related records now place them in the correct groups.
Place imported records in the correct groups
Imported records now appear in the appropriate groups.
Imported related records go to the correct groups
Imports now place related records in their intended groups more reliably.
Related records import into the correct groups
Imported related records now appear in the correct groups.
Related records import into the correct groups
Imports now place related records in the correct groups.
Related records import into the correct groups
Imports now place related records in the appropriate groups.
Imported related records go to the correct groups
Imports now assign related records to the correct groups.
Related records import into the correct groups
Imports now place related records in the appropriate groups.
Imports place related records in the correct groups
Imports now place records in the correct groups when records are related.
Imported relationships appear in the correct groups
Imported relationship data now appears in the correct groups.
Related imports are assigned to the correct groups
Imported related records now appear in the expected groups.
Related records appear in the correct groups
Imported related records now appear in the appropriate groups.
Clearer guidance in the workflow builder
Improved text hints make workflow steps easier to understand and configure.
Preview workflow changes safely
Preview a workflow without applying its changes so you can review the results safely.
Invitation emails show the correct sender name
Invitation emails now show the correct name for the person sending the invitation.
Charts can now group dates by period
When configuring a date axis on a chart, you can now choose how dates are grouped — by day, week, month, quarter, or year. This gives you more control over the resolution of time-based data in your dashboards.
Charts now group dates into the right buckets
Date-based charts now place data in the correct time bucket.
Fixed chart date grouping
Charts now group dates into the correct time buckets.
Chart date grouping is now more accurate
Charts now group dates more accurately for time-based reporting.
Chart date grouping is more accurate
Charts now group dates correctly, improving the accuracy of date-based trends and summaries.
Correct chart date grouping
Charts now bucket dates into the right time periods. This makes trend charts and summaries line up with the dates people expect.
Correct chart date grouping
Charts now group dates more accurately, so time-based charts line up with the expected day or period.
Charts now group dates into the correct buckets
Date-based charts now place records in the right time bucket.
Correct chart date grouping
Charts now group dates into the right buckets.
Correct chart date grouping
Charts now group dates more accurately. This makes time-based charts line up with the expected periods.
Chart dates group into the correct buckets
Charts now place dates into the right time buckets.
Chart date grouping is now correct
Charts now group dates into the right time buckets. This makes trend views line up with the dates users expect.
Correct chart date grouping
Charts now group data into the correct date ranges, so time-based charts match expected dates.
Chart date buckets are grouped correctly
Charts now place dates into the correct time buckets. This makes trend views line up with the dates users expect.
Chart dates now group correctly
Time-based chart data is now grouped in the right periods, making totals and trends more accurate.
Charts now group dates into the correct buckets
Date-based charts now place records in the right time bucket, so totals and trends match the selected date range.
Charts now group dates into the correct buckets
Date-based charts now place records into the right time periods.
Correct chart date grouping
Charts now group dates more accurately, improving how time-based data is displayed.
Chart dates now group into the correct buckets
Charts now place dates into the right time buckets, keeping trend views and summaries accurate.
Charts now group dates into the correct buckets
Date-based charts now place data in the right time buckets, keeping totals and trends accurate.
Charts now group dates into the correct buckets
Date-based charts now place records in the right time bucket. This makes chart totals and trends line up with the selected date range.
Fixed chart date grouping
Charts now group dates into the correct buckets, making time-based charts easier to read.
Correct chart date grouping
Fixed chart date buckets so data is grouped into the right time periods. Charts should now show more accurate trends.
Charts group dates correctly
Date-based charts now place values in the correct time periods.
Charts use the correct date ranges
Chart data is now grouped into the correct date periods for more accurate reporting.
Correct chart date grouping
Charts now place dates in the correct time periods.
Charts group dates correctly
Date-based charts now place data in the correct time periods.
Charts use the correct date ranges
Chart data now appears in the appropriate time periods.
Charts use the correct date periods
Charts now group data into the correct date periods for more accurate reporting.
Correct chart date grouping
Charts now place data into the correct date ranges for more accurate reporting.
Charts group data by the correct dates
Date-based charts now place data in the correct time periods.
Charts group data into the correct date periods
Date-based charts now place values in the appropriate time periods.
Charts use accurate date groupings
Charts now place data in the correct date periods, making time-based trends more accurate.
Charts use the correct date groupings
Chart data is now grouped by the correct dates for more accurate time-based views.
Charts use the correct date groupings
Chart data is now grouped by the correct dates, making time-based trends more accurate.
Charts use the correct date ranges
Chart data is now grouped into the correct date ranges for more accurate time-based reporting.
Chart dates are grouped correctly
Charts now group and display dates correctly for more reliable time-based reporting.
Charts use the correct date groupings
Date-based charts now place data in the correct time periods.
Charts use the correct date ranges
Chart data is now grouped into the appropriate date ranges for more accurate reporting.
Charts group dates correctly
Date-based charts now place data in the correct time periods.
Email template drafts appear immediately
Saved email template drafts now appear as soon as they are created.
Workflow library
A workflow library is now available, letting you browse and apply pre-built workflow templates as a starting point for your automations.
Shared links
Records and views can now be shared via a link, making it easier to collaborate with people outside your workspace.
Automated and manual workflows shown separately
Automated workflows and manually triggered workflows are now displayed in separate lists, making it clearer how each one runs.
Preview button on workflow library cards
You can now preview a workflow from the library before adding it to your workspace.
Chat and sequence wizard redesign
The agent chat and sequence wizard has been redesigned for a cleaner, more streamlined setup experience.
Workflow connector name display
Fixed an issue where workflow connector names appeared incorrectly in certain views.
Chat wizard "Start over" button
A "Start over" button has been added to the email chat wizard, letting you restart the setup flow when needed.
Workflow wizard example handling
Fixed an issue with how example content was separated in workflow wizards.
Kanban row height for columns without a primary value
Kanban columns that have no primary value set now display rows at the correct height.
Default title for new records in table view
New records created in table view now correctly show the table name as the default title placeholder instead of a raw template string.
Dark mode colour consistency
Fixed a muted colour inconsistency in the app interface when using dark mode.
Workflow builder supports more steps
You can now create workflows with additional steps for more flexible automation.
Excel-like inline editing in table view
You can now edit table cells directly, like a spreadsheet. New records can also be drafted quickly without leaving the table view.
Live preview while configuring Kanban boards
Setting up a Kanban board now shows a live preview as you adjust the configuration.
Keyboard shortcut hints in table view
Shortcut hints are now visible in the table view, making common actions easier to discover.
Copy and paste in table cells
Copying and pasting cells in table view now works more reliably, including better handling of rapid paste actions and correct option formatting after paste.
Inline select shows "Create" option correctly
The option to create a new entry is now correctly shown when editing a select field inline inside a record.
Option labels no longer overflow their container
Option labels in records are now capped at the correct length so they display cleanly.
Connector images now display correctly
Thumbnails and images in connectors are now loaded from the correct source and display as expected.
Accounting integration compatibility
Fixed an issue that prevented certain manual actions in an accounting integration from completing correctly.
Record row field spacing
Spacing between fields in record rows has been tightened for a cleaner layout.
Mailbox review now available for all record statuses
You can now review records in the mailbox even when their status is failed or pending.
Connection setup flow naming
Fixed a naming error in a connection setup flow that could cause confusion during onboarding.
Multi-select is hidden when bulk actions are not available
The checkbox for selecting multiple linked records is now hidden when you do not have permission to perform bulk actions, reducing confusion.
Bulk unlink respects relationship-aware permissions
Unlinking linked records in bulk now correctly checks edit permissions based on which side of the relationship you are managing.
Active record tab stays selected after changes to linked records
When you add, replace, or remove a linked record, the tab you were viewing stays selected instead of resetting.
Multi-value text fields display correctly
Text values in fields that hold multiple entries now render correctly in record views.
Meetings now have pause and resume controls
A pause and resume button is now available in the meeting control bar, making it easier to temporarily stop and restart a meeting session.
Clickable mentions in meetings show a dropdown indicator
Mention tags in meetings that open a dropdown now display a small caret, making it clearer that they can be expanded.
Record titles now show many-value text correctly
Text fields that can contain multiple values now display as readable text in record views.
Fixed avatar fallbacks in records
Record avatars now fall back more reliably when an image is missing or unavailable, helping prevent broken record views.
Fixed text values in record displays
Text fields that can contain multiple values now display correctly in records.
Record details now display multi-value text fields correctly
Text in multi-value fields now appears clearly in record views.
Text in multi-value fields displays correctly
Record details now show text from multi-value fields correctly, making linked and repeated field content easier to review.
Prevent avatar fallback crashes
Profile images now fall back safely when an avatar is missing or invalid. This avoids a crash that could interrupt viewing records or people lists.
Show multi-value text fields correctly in records
Text values in multi-value fields now display as readable text instead of breaking or showing the wrong format.
Prevent avatar fallback crashes
Fixed a crash that could happen when an avatar fallback was shown, so profiles load more reliably.
Show text values correctly in record details
Text fields that allow multiple values now display properly in record views.
Record titles now display text values correctly
Text values in record titles are now shown consistently when a field can contain multiple values.
Show text values correctly in record details
Text fields that allow multiple values now display correctly in record views.
Show text values correctly in record details
Text fields that allow multiple values now display as readable text in record views. This prevents raw or broken values from appearing.
Text fields in record views display correctly
Multi-value text fields now appear as readable text in record views.
Multi-value text fields now display correctly
Text values in multi-select style fields now display as readable text in record views. This prevents raw or broken values from appearing.
Show text values correctly in record details
Text fields that contain multiple values now display correctly in record views.
Text values in multi-value fields display correctly
Records now show multi-value text fields as readable text instead of the wrong type. This fixes confusing display issues in record details.
Text fields now display correctly in records
Some multi-value text fields now show correctly in record views.
Avatar fallbacks no longer crash
Profile images now fall back safely when an avatar is missing, preventing a crash in places that show user avatars.
Text fields now display multi-value content correctly
Record views now show multi-value text fields as readable text instead of breaking the display.
Record details now show many-value text fields correctly
Text values in fields that can contain multiple items now display correctly in record views.
Show multi-value text fields correctly in records
Record views now display text from multi-value fields in a readable format.
Record titles now display text values correctly
Text values in multi-value fields now appear properly in record views.
Record titles now display text values correctly
Text values in multi-value fields now appear properly in record views.
Text fields now display correctly in record views
Multi-value text fields are now shown as readable text in record details. This avoids blank or malformed values in the record view.
Fixed text values in record displays
Text fields that can hold multiple values now display correctly in record views.
Show text values correctly in record details
Fixed record details so multi-value text fields display as readable text. This prevents confusing blank or malformed values in records.
Missing profile images now show a fallback
Profiles reliably show a fallback image when the original image is missing or unavailable.
Multiple values display correctly
Text with multiple values now appears correctly in record views.
Multiple-value fields display correctly
Records now show text values correctly in fields that can contain multiple values.
Display multi-value text correctly
Text values containing multiple items now appear correctly in record views.
Multiple-value fields display correctly
Text in fields that support multiple entries is now shown consistently in records.
Multiple-value fields display correctly
Titles and values now display correctly when a field contains multiple text values.
Multi-value text fields display correctly
Multi-value text fields now show their contents correctly in records.
Display multi-value field text correctly
Fields with multiple values now display text correctly.
Profile images fall back gracefully
Missing or invalid profile images no longer cause the interface to crash.
Multiple-value fields display correctly
Records now show text values from fields that contain multiple entries correctly.
Multiple-value fields display correctly in records
Text values in fields that can contain multiple items are now shown correctly in record views.
Multi-value text fields display correctly
Text values in multi-value fields now appear correctly when viewing records.
Multi-value fields display correctly
Records now show multi-value text fields correctly in their titles and details.
Multiple-value fields display correctly
Records now show text values correctly in fields that allow multiple entries.
Multi-value text fields display correctly
Records now display text values correctly when a field allows multiple entries.
Multiple-value fields display correctly
Fields with multiple values now display their text correctly.
Multiple-value fields display correctly
Records now show text values correctly when a field contains multiple values.
Multi-value fields display text correctly
Text values in fields that support multiple entries now appear correctly in records.
Multi-value text fields display correctly
Text values in multi-value fields now appear correctly in record views.
Speed up large record updates
Large record changes now complete more efficiently, reducing the time required for bulk updates.
More reliable record relationships
Relationship changes now keep replaced records visible, prevent invalid links when a field is full, and support unlinking without errors.
Relationship actions respect permissions
Relationship actions now appear only when you have permission to use them, and the current record remains open after changes.
Accurate Kanban column totals
Kanban columns now show the correct number of records.
Select all results
Selecting all records now selects the complete result set instead of only the currently visible items.
More reliable record creation updates
New records now appear correctly even when they take a moment to appear.
Safer record linking
Linking records in both directions now asks for confirmation before changes are made.
Meeting controls are easier to use
Meetings now include pause and resume controls, and the compact view toggle remains available when the panel is collapsed.
Clearer meeting mention controls
Mention controls now make clear when more options are available.
Single-relation fields prevent over-linking
Attempting to link a record to a field that only allows one connection is now blocked when that connection already exists.
Swapping a linked record shows the change immediately
When you replace a linked record, the new connection appears straight away without needing to refresh the page.
Bulk actions on linked records now include an unlink option
You can now bulk unlink records from a relation — removing the connection without deleting the records themselves.
Bulk deletions in linked tables check edit permissions
The bulk delete option in linked record tables now verifies that you have edit permission before allowing the action.
Profile pictures display a correct fallback image
User profile pictures now show an appropriate placeholder when the usual image cannot be loaded.
Deletion confirmation message corrected
The message shown when permanently deleting items has been updated to read clearly and accurately.
The app remembers your last group view
Returning to a section now restores the group view you were last using, so you continue from where you left off.
Avatar fallbacks no longer crash
Profile pictures now fall back more reliably when an avatar cannot be shown.
Profile avatars now fall back safely
If a profile image is missing or invalid, the app now shows a fallback image instead of failing to load the profile view.
Missing profile images no longer cause a crash
Profile images now fall back safely when an image is missing or invalid, so viewing people or records without a usable image no longer crashes.
Profile avatars no longer crash on fallback images
Some profiles that use a fallback avatar image no longer trigger a crash.
Prevent avatar fallback crashes
Profile images now fall back safely when an avatar is missing or invalid.
Prevent avatar fallback crashes
Avatars now fall back safely when a type is missing. This avoids a crash that could interrupt normal browsing.
Avatar placeholders no longer crash
Screens now handle missing avatars safely instead of breaking.
Profile images now fall back safely
Profile images now fall back safely when an avatar is missing or invalid. This avoids a crash that could interrupt normal browsing.
Prevent avatar fallback crashes
Fixed a crash that could happen when a profile image falls back to a default image.
Avatar fallbacks no longer crash
Profile images now fall back safely when an avatar is missing or invalid. This prevents a crash when viewing people with incomplete profile data.
Avatar placeholders no longer crash
People without a profile image now display safely instead of breaking the page.
Profile avatars no longer crash on fallback images
If a profile image is missing, the app now falls back safely instead of failing.
Prevent avatar fallback crashes
Profiles now handle missing avatar images more safely, preventing a crash when a fallback image is shown.
Profile avatars no longer crash on fallback images
If an avatar image is missing, the app now falls back safely instead of crashing.
Profile avatars no longer crash on fallback
If a profile image is missing, the app now falls back safely instead of crashing.
Avatar fallbacks no longer crash
Profile pictures now fall back safely when an avatar type is missing. This prevents a crash that could interrupt normal browsing.
Fixed avatar fallback crashes
Avatars now fall back safely when a profile image is missing or invalid.
Prevent avatar fallback crashes
Fixed a crash that could happen when an avatar image was missing. Profiles now fall back more reliably instead of breaking the page.
Profile images now fall back gracefully
Missing or invalid profile images no longer cause an error when displayed.
Show fallback avatars reliably
Profiles continue to display a fallback image when an avatar cannot be loaded.
User avatars now load reliably
User avatars now display reliably when an image is unavailable.
Avatar fallbacks now display reliably
When a profile avatar is unavailable, you now see the fallback image instead of an error.
Profiles without pictures display correctly
Accounts without profile pictures now display correctly instead of causing an error.
Keep avatars visible when profile images are unavailable
Avatars now fall back gracefully instead of causing an error when an image cannot be displayed.
Profile avatars now show a fallback image
Profiles without a usable avatar now display a fallback image reliably.
Avatars now fall back safely
Avatars now display a safe fallback when an image cannot be loaded, preventing display errors.
Unavailable avatars no longer cause errors
User avatars now display a fallback when an image is unavailable, instead of causing the page to fail.
Avatar images now fall back reliably
Profiles and records continue to load when an avatar image is missing or cannot be loaded.
Profile avatars now display a fallback reliably
Profiles without a usable avatar no longer show an error and now display the expected fallback image.
Profiles load correctly when no avatar is available
Profiles and other user areas now continue to load correctly when an avatar is unavailable.
Profile avatars no longer cause display errors
Profiles now show a fallback image when an avatar is missing or cannot be loaded.
Profiles without avatars no longer cause display errors
Users can view profiles and records even when an avatar is unavailable.
Profile avatars now fall back reliably
Avatars display a fallback instead of an error when the image cannot be loaded.
Select all records at once
You can now select all records in a list for bulk actions.
Images in notes download correctly
Images attached to notes can now be downloaded as expected.
Record values display correctly
Multiple-value text fields now display their contents correctly in records.
Groups reopen to your last view
Returning to a group now restores the view you used most recently.
Avatar fallback display
Profiles without a usable avatar now display a fallback instead of causing an error.
Microphone and audio are released after a failed meeting connection
When a meeting connection fails during setup, the microphone and audio resources are now properly released so they do not stay locked in the background.
Workspace settings editing is restricted to administrators
Editing workspace information is now limited to administrators, preventing unintended changes by other members.
Notes action menu styling
The action menu on notes now displays with the correct styling.
Workspace editing permissions
Only workspace administrators can now edit workspace information.
Records reflect changes made in other sessions when you switch back
Returning to a tab now loads any structural changes made in another browser session, so the view stays accurate without a manual refresh.
Meeting microphone access is more reliable
Microphone permission handling has been improved so that access errors are less likely to occur when joining a meeting.
Starting a meeting recording works after a failed setup
If a recording setup attempt fails, starting a new attempt now works correctly instead of remaining stuck.
Meeting history now shows transcript sections
Past meetings now include transcript sections alongside other history content, making it easier to review what was discussed.
Regenerating a meeting summary starts with a clean slate
Regenerating a meeting summary now clears the previous content first, so old text no longer appears in the refreshed output.
Speaker assignments are preserved in meeting notes
When speakers are reassigned during a meeting, those labels now persist correctly in mentions and notes.
Meeting suggestions are cleaner
Empty meeting suggestions are now hidden, and selecting multiple context notes works more reliably.
More reliable meeting capture
Meeting capture now handles permission issues and failed starts more gracefully, allowing you to try again without restarting the app.
Safer meeting summaries
Regenerating a meeting summary no longer carries over content from an earlier summary.
Better meeting history and context selection
Transcripts from meeting history are displayed correctly, and multiple context notes can be selected when preparing a meeting.
Meeting windows stay hidden until you are signed in
Meeting panels now only appear after your session is confirmed. This helps prevent blank or inaccessible meeting windows from showing up before you have access.
Improve meeting generation and usage tracking
Meeting generation is more reliable, and meeting usage is now counted against the correct allowance.
Meeting records generate more reliably
Fixed an issue that could prevent meeting records from being generated.
Windows desktop navigation is more reliable
The Windows desktop app now keeps you on the right screen more consistently during sign-in and other redirects. The app icon was also updated so it appears correctly in Windows.
More consistent search controls
Search buttons are now available and behave consistently across workspace views.
Improved mobile workspace navigation
The workspace menu and group actions are easier to navigate on smaller screens.
Add CC and BCC recipients to emails
You can now include carbon-copy and blind-carbon-copy recipients when sending emails.
Restore multiple records reliably
Restoring multiple records at once now completes correctly.
Keep record links when updating records
Updating records no longer unintentionally removes their existing links.
Show deleted records with the correct group filter
Deleted-record views now apply group filters correctly.
Restore deleted items from the Bin
Deleted items can now be restored from the Bin.
Expanded table views stay current
Expanded table views no longer show stale information after changes made elsewhere.
Clearing rich-text formatting
You can now remove formatting from selected rich text as expected.
Deleted records remain accessible
Deleted records can now be opened while you review them.
Keep delayed workflow steps on track
Delayed workflow steps now resume more reliably when it is time for them to continue.
Apply email sending limits consistently
Email sending limits and schedules now work together more reliably to help prevent over-sending.
Correct subscription and trial status
Subscription and trial status are now recognized correctly, preventing incorrect billing states.
Add attachments to email templates
Email templates can now include attachments.
Meeting history can be scrolled
Long meeting histories are now scrollable, making it easier to review older meetings.
Keep the active workspace synchronized across open windows
Changing the active workspace in one window now updates other open windows automatically.
Edit fields directly in tables
You can now edit certain fields directly from tables when you have permission to make changes.
Onboarding language changes apply immediately
Changing the language during onboarding now updates the page without requiring an additional step.
Scrollable widgets
Widgets remain usable when their content is taller than the available space.
More reliable single-email sending
Sending a single email now correctly enrolls the recipient in the selected sequence.
Accurate sent-email recipient details
Recipient information in sent-email reviews now matches the saved message and template.
Attachments persist in sequence templates
Attachments added while enrolling someone in a sequence are now retained with the template.
Attachments visible in email threads
Email attachments now appear in the corresponding conversation thread.
Clearer email composer controls
Email composer actions are now simpler to understand and use.
Better sequence loading feedback
The mailbox now shows progress while sequence information is loading.
Choose the account for mailbox connections
You can now select which connected mailbox account to use when setting up a mailbox connection.
More relevant workflow triggers and search results
When creating workflows, trigger information is more relevant, and web searches provide useful information to later steps.
Improve record handling in workflows
Workflows are less likely to pass unusable record information between steps, improving reliability.
See when a record was last interacted with
Records now show the time of the most recent interaction, making activity easier to track.
Upcoming meeting events stay current
Upcoming events now refresh when new meeting activity arrives, helping keep the meeting view up to date.
Meeting summaries show errors clearly
If a meeting summary cannot be created, the meeting page now explains that something went wrong.
Meeting notifications appear in the right position
Meeting notifications are now positioned correctly and are less likely to cover other controls.
Recording status remains visible
The recording indicator now stays visible for the entire time a meeting is being recorded.
Mailbox settings are easier to navigate
Mailbox settings are now separated more clearly, and switching between settings sections no longer jumps to the wrong place.
Control mailbox sending times and hourly limits
Mailbox settings now let you define when messages can be sent and set an hourly sending limit.
Track the last interaction on records
Records now show when each one was most recently engaged.
Kanban records have improved spacing
Record details in Kanban view now have more consistent spacing for easier scanning.
Mailbox settings have a clearer home
Connected inboxes now have a dedicated mailbox settings area with clearer controls for visibility, import rules, and sending limits. It should be easier to find and manage email-related settings in one place.
Chat follow-up questions are easier to answer
When the assistant asks a clarifying question in chat, those choices now stay front and center instead of competing with the main message box. This makes follow-up replies faster and less error-prone.
Meeting suggestions are easier to review
Meeting follow-up suggestions now use clearer labels, expandable record details, and cleaner controls, so it is easier to review proposed updates before applying them.
Meeting recording status is easier to trust
The meeting assistant now keeps its recording indicator visible during active sessions and preserves more context while you review follow-up edits, reducing confusion during live meetings.
Meeting updates appear faster
Upcoming meeting suggestions now refresh more reliably, so newly arriving events show up without extra manual refreshes.
Meeting summaries are easier to review
If a summary cannot be generated, the app now shows a clearer error. Longer meeting histories and summary panels are also easier to scroll and use.
Import mapping is easier to scan
Import field matching now uses cleaner spacing and clearer progress markers, making it easier to review mappings before you continue.
Workspace controls stay aligned
Record linking menus now stay anchored to their button near screen edges, and Kanban cards use cleaner spacing so key details are easier to read.
Invalid meeting entries are prevented
Meeting fields no longer accept invalid input while you are typing.
Inviting members opens the members page
After inviting someone, you are taken directly to the members page so you can confirm and manage the new member.
Simpler billing page
The billing page has been streamlined to make subscription details and billing options easier to understand.
Workspace menu stays aligned near the screen edge
The workspace menu now positions itself correctly when there is not enough room below the menu button.
Improved import field selection controls
Import mapping controls now have consistent spacing and clearer field indicators.
Improved Kanban card spacing
Kanban cards now display their primary values with more consistent spacing.
Kanban boards stay fully visible in Safari
Wide Kanban boards now keep their columns fully visible in Safari, making horizontal scrolling and drag-and-drop more reliable.
Sidebar status cards are easier to read
Task progress and update cards in the sidebar now use clearer styling, so it is easier to spot active work and available updates at a glance.
Meeting controls stay in place
The button used to reopen the meeting panel now stays in a stable position, reducing accidental misses when opening it.
Kanban columns remain fully draggable
Dragging kanban columns now works across the full column area.
Groups and members are easier to manage
Settings now separate group and member management for a clearer experience.
Workflow mentions are easier to read
Mentions of people, records, groups, and files in workflow notifications now appear as labeled badges instead of raw placeholders. This makes notification steps easier to review before you save or send them.
Duplicate review moved into Settings
Duplicate review and merge tools are now available from workspace settings. This gives cleanup tasks a more consistent home and makes them easier to find.
Assistant progress is easier to follow
The assistant now keeps more of its in-progress checklist visible while it works in chat and workflow building. It should be clearer what is happening and when a step has finished.
Pending invitations are clearly marked
Workspace members who have not accepted an invitation yet are now labeled as pending in member settings. This makes it easier to tell who still needs to join.
Record changes feel smoother
Switching between records now uses a gentler transition, and setup choice cards are easier to scan. This helps the workspace feel steadier during navigation.
End subscriptions when workspaces are deleted
Deleting a workspace now also ends its subscription, preventing continued billing.
Populate records from meetings
Meeting information can now fill in records automatically.
Uploaded content becomes available sooner
Uploaded content is now available sooner.
View sorting applies consistently
Sorting choices in views now behave consistently when the view is updated.
Interaction deletion is safer and clearer
Deleting an interaction now includes a confirmation step, and failed deletions provide clear feedback.
Assistant progress is easier to follow
The assistant now gives a clearer view of its progress while working.
Workflow notifications show mentions clearly
Mentions in workflow notifications are now easier to recognize.
Pending members show their status
Members who have not yet joined are now clearly labeled as pending.
Records avoid unavailable groups
Record actions now avoid groups that cannot be used.
Files process faster
File processing now handles more work at once, reducing wait times for larger uploads.
Workflows continue after connected actions finish
Workflows now continue correctly after a connected action is completed.
Capture meeting activity automatically
Meeting workflows can now capture meeting activity automatically.
Keep workspace seats synchronized
Workspace seat counts now stay in sync with membership changes for more accurate billing.
Display times more consistently
Times now display more consistently in records.
Extend the trial period to 60 days
New trials now include a 60-day trial period.
Remove unnecessary meeting panel scrolling
Meeting panels are now cleaner and less distracting to scroll.
Show your microphone state
You can now see whether your microphone is muted or active during a meeting.
Keep audio controls synchronized
Muting the microphone now also mutes system audio when appropriate.
Require a microphone to start meetings
Meetings can’t start unless the required microphone is available.
Get immediate meeting startup feedback
Meetings now show a starting state immediately while they connect.
Keep meeting confirmations with the selected meeting
Meeting confirmations now apply to the meeting you’re working in.
Confirm meeting history deletion in context
Deleting meeting history now asks for confirmation for the selected meeting.
Upcoming events display more reliably
The upcoming events section now displays event information more consistently.
Rich-text editors support scrolling
Long-form content is easier to write and review without losing access to the rest of the editor.
Time-only dates display correctly
Dates that include only a time are now interpreted and shown correctly.
Chat offers better starter prompts
Suggested prompts make it easier to get started with chat.
Make data imports more reliable
Data imports no longer stop unexpectedly because of the previous blocking issue.
Prevent duplicate plan benefits
Billing no longer applies the same plan benefit more than once.
Make meeting device status clearer
Meeting controls now provide a clearer indication of the selected device.
Make billing details easier to review
Payment card details and pricing are now easier to review when updating billing information.
Continue imports after closing the import window
Closing the import window after an import starts no longer interrupts the import.
Keep message mentions in saved chat drafts
Message mentions are restored when you reopen a saved chat draft.
Subscription access is no longer granted twice
Customers no longer receive the same subscription access more than once.
Invalid files no longer block content updates
Invalid files no longer prevent the rest of your content from finishing.
Keep record mentions in saved chat drafts
Record mentions are restored when you reopen a saved chat draft.
Use your workspace currency by default
New currency amounts now use your workspace’s preferred currency by default.
Prevent unwanted folders when creating groups
Creating a group no longer adds an extra folder automatically.
Workspaces now remember more of your personal setup
Softsync now better remembers the page you last used and your personal group folder organization inside a workspace. Returning to the app should feel more consistent from one session to the next.
New groups no longer create extra folders
Creating a new group no longer adds an unintended new folder. Group organization should stay cleaner when setting up a workspace.
New currency fields use your workspace default
When you add a new currency field, it now starts with your workspace's preferred currency. This reduces setup time and helps keep data entry consistent.
Accounting connections are available again
Workspaces that rely on this accounting connection can connect again more reliably.
Meeting view shows microphone status
The meeting view now shows whether a microphone is available before you start. This makes it easier to catch audio setup problems early.
Use custom domains for email inboxes
Organization-specific domains can now be used for email inboxes.
Rename table labels
You can now rename labels in tables.
See when more content is available
Scrollable areas now indicate when additional content is below the current view.
Keep the selected record highlighted
The selected record remains clearly highlighted while its details are open.
Improve company matching
Company matching is less likely to produce incorrect matches.
Search onboarding options faster
You can now search available options more quickly when getting started.
Find groups faster
You can now search for groups directly from the sidebar.
Keep your position while editing
Longer content no longer jumps back to the beginning while you edit.
Make import choices easier to understand
Import choices are now easier to understand.
Fill deal titles from linked companies
A deal title is automatically filled with the name of its linked company when appropriate.
Show labels in a readable format
Labels are now displayed in a clear, readable format.
Rename labels more easily
You can now update a label without the previous restriction.
Make record creation more reliable
Records can now be created more reliably.
Show sequence lists when they are ready
Sequence lists no longer appear before they can be used.
English UK language support
You can now use Softsync in English UK.
Billing pages now show whether your current plan is monthly or yearly
Workspaces on a paid plan now clearly show the active billing cycle on the current plan card. This makes it easier to confirm whether you are billed monthly or yearly without leaving the billing page.
British English is now available
Softsync now includes a British English option across the app. Language updates also made sequence messaging clearer in supported locales.
Email sequences only start when a mailbox is connected
Starting a sequence now consistently requires a connected mailbox. This prevents sequences from failing after launch when no sending account is available.
Creating records is more reliable
A problem that could interrupt record creation has been corrected. Adding new records should now complete more consistently.
Saved chat drafts keep their record mentions
If you save a draft that mentions a record and come back to it later, the mention now restores correctly. This keeps draft messages readable and ready to send.
Editing text no longer jumps back to the start
The rich text editor now keeps your place while you type. Longer notes and messages should feel much more stable to edit.
Group lists are easier to navigate
The sidebar now includes search for groups, making it faster to find the right workspace area in larger setups.
Field and deal names behave more consistently
You can rename fields again, object settings show readable field titles, and new deals can auto-fill a title from the linked company to reduce manual cleanup.
Onboarding and import choices are clearer
Setup selections now use a more reliable picker, and import actions are shown as clearer buttons instead of tab-like controls.
Chat replies stay clean and readable
In rare cases, chat replies could show broken extra content instead of the intended answer. This has been corrected so conversations stay clean and readable.
Record search falls back to text matching more gracefully
When enhanced search is unavailable, record search now falls back more gracefully so people can still find what they need.
Automation runs recover more reliably
Automation runs are less likely to be interrupted by temporary errors.
Automation status is clearer
You can now see clearer status information while automation runs.
Improved AI-generated results
AI-generated results are now more useful.
Choose a workspace language
You can now set a preferred language for your workspace.
Long-running documents are less likely to fail
Documents are less likely to fail when they take longer to complete.
Smoother navigation with page memory and in-app support
Page transitions are now smoother, the app remembers which page you were on when you return, and a support popup is accessible directly from the sidebar.
Sequence enrollment requires a connected mailbox
Starting an email sequence now consistently requires a connected mailbox across the app, preventing sequences from failing silently when no mailbox is configured.
Onboarding correctly initializes new accounts
The onboarding flow now sets the correct initial state for brand-new accounts, preventing issues on first-time setup.
Dropping cards into empty kanban columns
Dragging a card into an empty kanban column now correctly accepts the drop.
Timeline view has a more compact layout
The timeline view now uses a denser design, letting you see more events at a glance without extra scrolling.
Fields can no longer share the same name
Creating a field with a duplicate name in the same table is now blocked, preventing confusing conflicts.
Notes and long-text fields expand to show full content
Notes and long-text fields expand when selected to display their full content, without truncating or requiring manual resizing.
Onboarding flow
A guided onboarding flow is now available to help new users get oriented and set up their first workspace quickly.
Linked sheet import shows a merge review graph
Importing linked spreadsheets now does a better job preserving connections between records and gives you a clearer review step before finalizing changes.
Search bar for interactions and notes on records
Records now include a search bar in the interactions and notes panel, making it faster to find a specific conversation or note.
Email sequence enrollment dialog is consistent
The enrollment dialog for email sequences is now worded consistently and fully translated, regardless of the interface language.
App cache size increased
The storage cache limit has been raised, reducing cases where the browser discards cached data and forces a full reload.
Importer validates data shape before upload
The importer now checks your file's structure before uploading, catching format mismatches early rather than partway through the process.
Release checks expanded
Broader release checks were added across permissions, field setup, views, record actions, imports, and exports to help catch problems earlier.
Timeline tab on record detail view
A timeline tab is now available on record pages, giving you a chronological view of all activity on that record in one place.
CSV import supports draft merge preview
When importing a CSV, you can now review how the data will be merged before confirming, reducing the risk of unintended changes.
Invalid CSV files are detected early
The importer now catches malformed CSV files before the upload step, showing a clear error rather than failing partway through.
Importer mapping labels are localized and scrollable
Table and field names in the import mapping screen now appear in your language, and mouse wheel scrolling in the mapping dropdown has been restored.
Import tabs renamed by data category
Import tabs are now labeled "Documents" and "Spreadsheet" so it is immediately clear which source to choose when bringing in data.
Meeting transcription and demo improved
The meeting overlay now delivers more accurate transcription and includes a demo window to help new users explore the feature.
Notes support searchable mentions with previews
When mentioning interactions in notes, you can now search as you type, hover to preview the referenced item, and navigate results with the keyboard.
Warning when sharing notes with private mailbox content
Sharing a note that references private mailbox items now shows a warning, preventing accidental exposure of private conversations.
Tasks widget shows only your tasks
The tasks widget now filters to display only the current user's tasks, reducing noise from other team members' work.
Hidden fields stay hidden in views
Fields marked as hidden in a view configuration are now reliably hidden so your layout preferences are always respected.
Dropdown search works correctly in all languages
Searching in dropdown pickers now matches against localized labels, so the search works correctly regardless of the interface language.
Billing and sidebar strings fully translated
Missing translations in billing settings and sidebar navigation are now covered for all supported languages, including Nordic locales.
Help center link renamed
The help center link in the sidebar now shows the correct name.
Desktop app rebuilt for broader compatibility
The desktop app has been rebuilt with a new foundation, improving platform compatibility and long-term stability.
Meeting feature with better context and notes
The meeting overlay has a reorganized layout with a clearer flow for attaching notes and managing meeting context.
Select option labels truncated at a readable length
Long labels in select fields are now capped at a reasonable length, keeping dropdown menus tidy.
Chart labels and kanban headers no longer overflow
Chart labels and kanban column headers stay within bounds and no longer shrink or overflow unexpectedly.
Activity tab translated in Nordic languages
The activity tab on records now displays correctly in Norwegian, Swedish, Finnish, and Danish.
Desktop app with meeting overlay
A desktop app is now available, featuring a meeting overlay that lets you capture notes and context from calls directly within the app.
Long text fields expand and wrap correctly
Long text content in records now wraps properly and expands to show the full text instead of overflowing.
Nested folder drag preview is stable
Dragging nested folder groups now shows a reliable preview, making reorganization more predictable.
More formatting options in rich text
The rich text editor and messages now support a broader range of formatting styles.
Record deduplication
A deduplication tool is now available, letting you find and remove duplicate records from your data directly in the app.
Calendar event headers show correct names
Calendar events now display the correct names for linked records and assigned users instead of unclear labels.
Shared calendar views stay consistent
Shared calendar views no longer lose their displayed records when certain filters are disabled.
Folder grouping for sidebar groups
Sidebar groups can now be organized into folders, making it easier to navigate workspaces with many groups.
Record field order matches schema
Fields in the record creation dialog now appear in the same order as defined in the schema.
User field assignments visible while saving
User field selections remain visible while a record is saving, so what you set is always clearly shown.
Group folders can be managed and reordered
Folder management within groups now works reliably, and folders can be reordered without issues.
Sign-in now uses a verification code
Signing in now uses a one-time verification code instead of a magic link, which works more reliably across different email clients.
Accounting workspace connection restored
The accounting integration workspace was added back, so workflows that depend on it can connect again without manual workarounds.
Member invitation dialog
The member invitation dialog works correctly again, letting people with permission send invitations without issues.
Workspace role management improved
Workspace role updates are now more reliable and consistent.
Users can leave a group they belong to
You can now leave a workspace group directly without it being treated like a general member removal.
Workflows carry the correct workspace and user context
Workflow steps now stay tied to the correct workspace and user context, reducing automation mix-ups.
Workflows are easier to find in the sidebar
The workflow section now shows in the sidebar for everyone who has access, making it easier to find.
Records update correctly in workflow batch operations
Record updates triggered by workflow batch actions now align properly with the workflow state, preventing stale data from appearing.
Record creation toast shows the display name
Notifications after creating a record now show its proper title instead of an unclear label.
Billing and pricing screens simplified
The billing UI was cleaned up and pricing plan information was simplified, making it easier to understand what is included in the current plan.
Email sequence run naming and execution corrected
Sequence run names and execution handling were fixed so email sequences start and track their progress correctly.
Email sequences always activate the full flow
Email sequences now consistently trigger the complete sequence flow, preventing cases where a sequence would only partially execute.
Workflow notification previews render mentions as badges
User and record mentions in workflow notification previews now display as visual badges instead of raw text, making them easier to read.
Calendar events use local wall-clock time
Calendar events now send the local wall-clock datetime to the server, preventing a double timezone offset that was shifting event times incorrectly.
Interaction editor hidden where it does not apply
The embedded workflow editor is now hidden in contexts where it is not relevant, reducing unnecessary interface clutter.
Accounting client connection available again
The accounting integration client was restored so workflows depending on it can connect.
Template variables appear as badges in sequence titles
Placeholder variables in interaction list titles now display as visual badges, making it easy to see where dynamic values are placed in your sequences.
Record duplication preserves linked relations
Duplicating a record now correctly carries over all linked and populated relation data, so nothing is lost in the copy.
Widgets and field displays are stable when record data is loading
Guards were added so widgets and field display helpers handle missing or partially loaded record data without errors.
Billing interface is clearer
The billing UI was reworked to reduce confusion when reviewing plan details and options.
Both old and new email sequence formats are supported
Old and new email sequence formats are now handled correctly side by side, so sequences created before recent updates continue to work without changes.
View configuration controls are consistent
Local view configuration indicators and actions are now shared across all view types, so the experience is uniform regardless of which view you are using.
Workflow editor shows a fallback for unresolved mentions
Mentions of users or records that cannot be resolved now render a clear placeholder in the workflow editor instead of leaving a blank gap.
Keyboard shortcuts no longer fire inside workflow editor text inputs
The workflow editor now ignores shortcut key events that originate from text fields and contentEditable areas, preventing accidental actions while typing.
Notes are read-only for viewers
Viewer-role users now see a proper empty state on notes with the editor hidden. Write access is correctly restricted to roles that have permission to edit.
Email widget size can be set explicitly
The email interaction widget now accepts a size property, so it renders at the correct dimensions in different layout contexts.
Integration setup simplified
The setup flow for a connected service was streamlined to reduce the number of steps needed to connect and configure it.
Workflow conditions use clearer labels
Workflow conditions now use clearer labels, making automations easier to review at a glance.
Email send step review overlay is available again
The inline review overlay inside workflow email send steps works again after it was temporarily absent.
Billing navigation corrected
Billing navigation and styling were fixed so the right pages open consistently and information displays correctly.
Email send and review flow restored
The email send and review flow was restored so the workflow behaves as expected again.
Workspace menu stays in sync after switching
The workspace switcher now syncs its local state correctly so the active workspace is always reflected accurately after navigation.
Viewers cannot enter edit mode on group fields
Viewer-role users are now correctly blocked from entering edit mode on group fields, ensuring read-only access is enforced.
Workflow steps handle more extension types
Workflow steps now support a wider range of configurations without errors.
Record updates apply to the correct view group
Record changes now use the view's contextual group rather than defaulting to the first available group, so updates land in the right place without manual correction.
More reliable relation field mapping
Import handling now better recognizes related-field mappings, which reduces mismatches when bringing in linked data. This improves trust in imported records.
Better workflow routing
Workflow routing behavior was improved so actions follow the intended path more reliably. This helps teams trust automation outcomes.
More stable notification counts
Notification tab counts load more reliably. This gives a clearer view of what needs attention.
Cleaner export access
CSV export was moved into the overflow menu so workspace actions stay easier to scan. This reduces clutter while keeping export available when needed.
Weekly reliability release
The latest workspace fixes and editing improvements were rolled out together, so teams get a more consistent experience without extra setup.
Smarter CSV exports
Exports now reflect the filters and search already applied in the workspace. This helps teams share exactly what they are viewing without extra cleanup.
Safer field settings updates
Saving field settings no longer unexpectedly changes how those fields are recognized elsewhere in the workspace. This helps views and records stay consistent after updates.
More stable chat table editing
Editing from chat-linked table views is more reliable, with fewer interruptions during updates. This makes quick adjustments feel smoother.
Improved test stability
Release checks were made more dependable, reducing false alarms and helping updates ship more smoothly.
More reliable inline editing
Inline edits now handle edge cases better and avoid stale rollback behavior. People can make quick table updates with fewer unexpected errors.
Better sequence editing flow
Sequence-related email editing interactions were polished for a clearer, less error-prone experience. This helps teams move faster when adjusting outreach steps.
Inline editing in Kanban cards
Kanban cards now support inline edits directly in the board view, shortening the path from reviewing work to making quick updates.
Improved test reliability
Release checks were strengthened across more scenarios, helping catch issues earlier before updates reach users.
Smoother table cell editing
Inline table cell editing behavior was corrected for a more stable editing experience. This reduces friction during frequent data entry.
Improved table popover alignment
Popover positioning in tables was corrected so controls appear where people expect. This makes table actions easier to use.
Preserved relation lookup columns
Automatic view cleanup no longer removes relation lookup columns unexpectedly. Saved views now stay intact more reliably.
Safer import exit handling
Notes import now warns before exiting so unfinished work is less likely to be lost. This protects progress during longer imports.
Better field filter behavior in views
Views now handle lookup-related filters more consistently, reducing confusing results. Teams can trust filtered data more confidently.
Clearer table names
Table displays now prioritize user-facing names over internal labels. This makes navigation and selection easier across shared workspaces.
Workflow setup is more chat-first and easier to start
We simplified the workflow creation experience so teams can begin faster and shape automation with less setup friction.
Usage insights are more accurate
We improved usage tracking so reporting better reflects day-to-day activity. This gives teams a clearer picture of how the product is being used.
Chat behavior is more resilient
We resolved chat edge cases that could create confusing states, improving consistency during everyday use.
Group sorting and option handling are more accurate
We corrected sorting behavior and duplicate option handling so records and list views stay cleaner and easier to trust.
Parallel updates were combined more smoothly across active work
Multiple ongoing updates were integrated more frequently, helping related improvements stay aligned and usable together.
Browser imports now capture richer profile details
We improved imported profile completeness, including avatar handling, so imported records are more useful immediately.
Authentication and session handling are more reliable
We resolved several extension auth and session edge cases, reducing hangs and improving stability when switching tabs or resuming work.
Imported profile data is cleaner and less noisy
We improved merged profile field handling so imported records contain fewer messy values and need less manual cleanup.
Email conversations are now easier to follow
We added threaded email conversations, so replies stay connected in one view instead of being scattered across separate messages.
Navigation and switching between sections are smoother
We improved the workspace selector and sidebar so people can find what they need faster, switch context more easily, and see clearer organization names.
Signup tracking is more reliable
We made signup and onboarding tracking more durable, so important activity is less likely to be lost if someone reloads the page.
The chat welcome screen feels cleaner
We refined the welcome state in chat to make the first screen less cluttered and easier to understand.
Helpful warnings are no longer shown to users
We removed a confusing dialog warning that did not help users and could create unnecessary noise.
Record creation is less frustrating
We improved record creation so users are less likely to run into awkward edge cases while setting things up.
More test coverage was added
We added broader release checks across key flows so updates can be shipped with more confidence.
The extension is getting a better side-panel experience
We continued improving the browser extension with a cleaner side panel, better page detection, more reliable importing, and better handling when sessions expire or pages load in unusual ways.
Extension behavior is more stable across websites
We made the extension more dependable on different sites, including better handling for LinkedIn-related flows and related record previews.
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