Product updates to the Agentic front office. Newest first.
2026.09.25
New
Access and change log. Workspace admins can see who did what in their workspace, and when, for the last 90 days.
Download any table. Follow-ups, Escalations, Revenue, Activity and Calls each download as a CSV. Calls can first be filtered by business hours and call length.
Why a lead didn't book. The reason now appears on screen, grouped by whose problem it was.
Where revenue slipped away. Revenue shows missed value by reason.
Improved
Spam and test calls are labeled and still visible, but never counted as customers or included in your numbers. Your own test calls no longer use plan minutes.
One booking rate everywhere: booked calls out of real leads. Every headline number explains how it was calculated and opens the calls it counted.
A cleaner interface on every screen. The items that need you now appear as a single band on Today and Overview.
Fixed
Dashboard periods now start at your business's midnight instead of a rolling window.
Small display issues, including a "+0%" shown when nothing had changed.
Security
Stronger browser security headers.
2026.09.21
New
Inbox. Open a text conversation, reply, and take over from or hand back to your assistant, with three views of your conversations.
Improved
A deletion request now covers text-message data as well as calls.
Faster dashboard pages.
Fixed
Layout issues on phone-width screens.
A few places that showed times in the server's clock instead of yours.
Removed
The weekly summary email. The same information is on Today and Overview.
2026.09.14
New
Today. The screen to keep open during the day: what's happened so far compared with a typical day by this time, and what needs you, including texts waiting for a reply.
Follow-ups. Missed calls worth a callback, as a worklist ordered by what's most worth a call. Record what you did and the item moves off the open list.
Call detail. Everything that happened with each customer, as one timeline.
Overview insights. What stands out this period, in plain sentences, plus when your calls come in by hour and by weekday.
Take your data. Export everything from your account.
Set your own time zone from Account. Your day and your reports follow it.
Texting counts on Overview and Today.
Improved
Choose a 7-, 30- or 90-day period on Overview.
Revenue shows each confirmed job value beside the call that produced it.
Systems shows your own connected tools and whether updates are landing in them. Activity is now part of Systems.
Escalations and Coach now sit under Calls, and Usage is now Account › Plan.
Account is rebuilt around what you come for, with a way to reach a person.
A clear first screen before your assistant has taken its first call.
The portal uses your industry's own words.
Fixed
Every time in the portal is shown in your time zone.
2026.09.07
New
Calls. Filter, switch between tabs, and search by reference, outcome or automation.
Revenue, Call Recovery and Coach (the quality of your assistant's calls) screens.
Improved
A redesigned portal: sidebar navigation, light by default with a dark mode toggle, and a chart-led Overview with change against the prior period.
Overview adds a containment rate and a call-outcome funnel.
2026.08.31
New
The Agentic client portal: Overview, Calls, Systems, Escalations and Usage, behind your own sign-in, with each business's data kept separate.
