Hide or reopen the left menu for more room; daily brief audio waits until approvals have loaded.
What changed
Add an accessible desktop menu toggle that slides the sidebar away and expands workspace content.
Remember the menu preference per sign-in and remove hidden navigation from keyboard focus.
Wait for approvals before enabling brief playback; show separate loading and failure messages rather than speaking an incomplete brief.
Where to find it: Top-left header control and Today → Your daily brief.
Action required: Use Hide left menu / Show left menu. Play brief becomes available after Today and its approval count are ready.
Known limits: Menu preference is remembered for this sign-in on this browser. Mobile navigation retains its existing open/close controls. If approvals fail to load, Refresh Today to retry.
The written and spoken Today brief now use the same queues and counts as the Today summary.
What changed
Replace the separate relationship-intelligence feed in the Today brief with Today’s actual loaded lists and unified review count.
Use one shared count mapping for Today’s summary and brief, and describe task scope and queue meanings explicitly.
Do not narrate unloaded reviews as zero; stop old audio when the list content changes.
Where to find it: Today → Your daily brief and Play brief.
Action required: Refresh Today or switch the task assignment filter; the brief follows the same loaded lists.
Known limits: Only the task queue follows Assigned to me / Entire workspace. Other queues cover the current workspace. Search and tabs can show subsets. Audio voices depend on your device.
Optional scheduling approval and extended Fathom search
Coordinate scheduling directly or request approval with a question; keep routine Fathom imports to 30 days and search up to 180 days.
What changed
Make coordinator approval optional per request, with a note required when approval is requested.
Remove Bookings from new scheduling requests and simplify coordinator instructions.
Use 30 days for routine Fathom reconciliation and Today; search 30, 60, 90 or 180 days without automatically importing older meetings.
Preserve automatic sync continuation while selectively importing older search results.
Where to find it: Schedule meeting → Scheduling desk; Today → Find / import from Fathom.
Action required: Leave Request host approval unchecked to proceed directly. Choose a Fathom search window, search recordings and select meetings to import.
Known limits: Microsoft calendar permissions and availability still apply. Fathom searches check ten provider pages at a time; Continue search checks the next pages.
Reuse saved Google authorization and improve Microsoft calendar imports.
What changed
Use saved renewable Google connections after an access token expires.
Correct Microsoft Calendar incremental import requests and allow Microsoft silent renewal when supported.
Show saved Gmail sending authorization without an unnecessary reconnect.
Where to find it: Connections & Sync and email composition.
Action required: Run Sync all connected services; reconnect only if the provider requests it.
Known limits: Microsoft sync runs while the CRM is open and may require sign-in when provider sessions or browser privacy policies prevent silent renewal. Live provider access must be verified separately.
Find the brief and planning assistant directly on Today.
What changed
Placed the readable and spoken workspace brief at the top of Today.
Fixed the handoff from Plan my day to the assistant and added back-to-top controls for long dialogs.
Where to find it: Today → Your daily brief and Plan my day.
Action required: Select Play brief or open Plan my day; use Back to top on long pages and dialogs.
Known limits: Spoken voice quality depends on device voices. The planning assistant provides suggestions and does not independently verify external services.
Review the last 60 days and search pending and filed meetings together.
What changed
Fathom imports, reconciliation and Today use a 60-day lookback.
Search all meetings combines Needs attention and Meeting history, with a clearly labeled Fathom search field.
Previously saved older meetings remain available through workspace search.
Where to find it: Today → Fathom → Search all meetings.
Action required: Search by meeting title, attendee or words in the meeting notes.
Known limits: The Fathom view searches imported meetings in the last 60 days. Use workspace search for older saved meetings; provider import search covers loaded pages.
Create a task or file meeting notes once, then find them in history.
What changed
Today Fathom separates pending meetings from searchable history and links existing tasks. Workspace search also finds saved meeting text and CRM notes.
File a meeting without creating a task, or edit meeting text and save it as a CRM activity note.
Load Fathom transcripts on demand and reconcile a 180-day window with resumable pages.
Collapse long meeting details and hide competing review panels while a provider inbox is open.
Project sync diagnostics distinguish current delivery receipts, missing deliveries and competing shared IDs; accepted receipts update the matching registry revision.
Where to find it: Today → Fathom; Connections & Sync → diagnostics.
Action required: Use Needs attention for new work, Meeting history for reference, and Find / import from Fathom for older recordings.
Known limits: Fathom access depends on recording access and workspace import policy. Transcript excerpts are saved explicitly, up to 24,000 characters. Conflicting Compass identities require review; no projects are automatically merged.
Resume the latest email receipt check and see a persistent verified result.
What changed
Restore the latest receipt test for your signed-in account and workspace after reopening settings.
Show the destination, expiration and remaining code attempts.
Accept pasted codes with spaces and clearly explain when a new test is needed.
Preserve successful verification and prevent concurrent submissions from bypassing the attempt limit.
Where to find it: Work → Tasks → Write email and Task assignment emails.
Action required: Open Task assignment emails and enter the code from the restored test, or send a new test if it expired.
Known limits: No automatic sending or sharing of internal task materials. Assignment email receipt still requires sender authorization and a real inbox test.
See who owns the task, where its notice goes and whether that specific email was sent.
What changed
Each task workspace shows its assignment email recipient and current delivery state.
Task creation reports the actual notice status separately from saving the task and attachments.
Reassignment feedback uses the selected tasks, not unrelated deliveries in the workspace queue.
Task lists keep source titles compact; full context remains in the task workspace.
Completion and waiting actions have clearer labels; assignee choices show notification address overrides.
Connect a Gmail notification sender directly from task email settings, then enable delivery and verify inbox receipt.
Where to find it: Work → Tasks → Write email and Task assignment emails.
Action required: Open a task to inspect its assignment email status. Configure and authorize a background sender, then verify actual inbox receipt.
Known limits: No automatic sending or sharing of internal task materials. Assignment email receipt still requires sender authorization and a real inbox test.
Receive assignment notices at your business address while keeping your existing sign-in.
What changed
Save your own workspace-specific task notification email.
Pending notices use the current preference; delivery history records the address used when sending.
Receipt tests use the same notification address. Sign-in, permissions, task ownership and outgoing sender accounts remain unchanged.
Where to find it: Work → Tasks → Write email and Task assignment emails.
Action required: Open Task assignment emails and save your notification address. An authorized sender is still required.
Known limits: No automatic sending or sharing of internal task materials. Assignment email receipt still requires sender authorization and a real inbox test.
Reuse task attachments and see where files and email notices are saved.
What changed
Attach an existing task file or photo directly to an email draft.
Insert selected task notes and links into the email body.
Download saved email attachments or save a separate copy to the linked task.
Tasks show when assignment email setup is incomplete; pending notices are explicitly labeled as not sent.
Updated task and notification guides explain storage, recipient addresses and actual receipt checks.
Where to find it: Work → Tasks → Write email and Task assignment emails.
Action required: Choose files to send explicitly; configure an authorized sender to enable background notices.
Known limits: No automatic sending or sharing of internal task materials. Assignment email receipt still requires sender authorization and a real inbox test.
Coordinator approvals and task assignment at creation
Coordinate scheduling with host approval while preserving the primary account workflow.
What changed
Choose an assignee and deadline when creating a task; self-assignment remains the default.
Every coordinator scheduling request needs current host approval, including legacy routine requests.
Coordinator entry defaults to Central Time, with daylight-saving validation.
Request rescheduling, cancellation or attendee changes with an existing appointment reference.
Filter active requests and host approvals; follow the embedded coordinator guide.
Where to find it: Tasks, contact quick tasks and Scheduling desk.
Action required: The owner saves the scheduling guide. Configure a sender in Settings → Task assignment emails and verify actual receipt.
Known limits: Microsoft execution and delegation remain separate. Unrestricted Microsoft write access bypasses CRM approvals. No notification receipt is claimed without verification.
Email drafts and their associated work can be managed without sending.
What changed
Delete saved drafts with confirmation and restore them from Recently deleted drafts.
Mark a linked task complete from the composer without sending an email.
Resolve AI suggestions independently from existing tasks and saved drafts.
Where to find it: Email composer → bottom action bar.
Action required: Choose Delete draft, Mark task complete or Resolve suggestion and confirm the intended action.
Known limits: Deleting a draft does not complete a task or resolve an AI suggestion. Submitted, sending or uncertain emails cannot be deleted as drafts.
Saved contextual reply and invoice reminder suggestions now open in the email editor.
What changed
Edit suggested text, request an AI rewrite with source context, save a draft, and review before sending.
Recipient uses the linked CRM contact when available; missing recipients must be supplied.
Original source notes are kept out of the outgoing body.
Where to find it: Today → AI workflows → Saved suggestions → Edit / rewrite / send.
Action required: Expand a contextual reply or invoice reminder suggestion and open the email editor.
Known limits: Sending requires mailbox authorization and explicit confirmation. Emails are composed as new messages, not provider-thread replies. AI rewrites use the normal daily allowance.
Email review, draft conflicts and provider submission now have separate instructions.
What changed
Review email explicitly requires a separate Confirm and send email action.
Submitted and uncertain emails show a prominent status and explicit close button.
Draft conflicts preserve local edits and provide a deliberate reload action; clicking outside the composer no longer prompts an accidental discard.
Where to find it: Tasks → Write email, and shared email composer.
Action required: Review the message, then confirm sending. Close after the provider submission confirmation. For an uncertain result, check Sent mail before retrying.
Known limits: Provider acceptance is not confirmation of recipient delivery. No real email was sent during validation.
Reviewable AI workflows and verified operations tools
Six focused AI workflows prepare useful work without sending messages or changing customer records automatically.
What changed
Prepare follow-ups, meeting commitments, contextual reply drafts, pipeline next steps, contact-data checks and invoice reminder drafts from Today.
Previously suggested sources are skipped; failed AI responses release the daily allowance reservation.
Verify notification receipt using a code sent only to your signed-in email address.
Authenticated CRM plugin tools run workspace-scoped jobs and read back their recorded results.
Where to find it: Today → AI workflows; Settings → Task assignment emails → Verify actual email receipt; CRM operations plugin.
Action required: Review AI suggestions in Today. Authorize a sender before testing receipt. Connect the CRM plugin before scheduling unattended jobs.
Known limits: A published tool is not a verified schedule. Actual email receipt and full isolated hosted database/file restoration remain pending their live prerequisites.
Read.ai, Zoom and Otter text exports now use the CRM meeting review and task context workflow.
What changed
Import meeting notes from a text file or pasted content, with a stable provider and meeting ID.
Review commitments before creating tasks; reuse their meeting context in email drafts.
Fathom reconciliation now looks up selected source IDs beyond the 500-item review display window.
Sender review scans skip filed and dismissed email activities.
Where to find it: Connect accounts → Import Read.ai, Zoom or Otter meeting notes; Today → review.
Action required: Import an authorized meeting export and review the proposed actions. Use the same meeting ID for updates.
Known limits: Native Read.ai, Zoom and Otter API sync is not activated. Notification receipt, unattended execution and isolated hosted recovery remain unverified pending infrastructure access and configuration. No customer enrollment is enabled.
Added nine release-specific workflow acceptance scenarios with observed results, provider and role context.
Added stale and interrupted background-job states, backup due status, and interrupted notification recovery without automatic resend.
Readiness now requires the current data policy to be explicitly approved; old release evidence cannot pass current gates.
Task workspace resets safely between tasks and displays due date, priority and source date when available.
Added editable template proposals that work without AI and preserve the business description.
Added account/workspace-scoped CSV mapping reuse and row-level import outcomes.
Email draft, card extraction and invoice generation failures return their daily request allowance; setup remains free.
Invoices show the next action without treating paid invoices or unconfirmed sends as overdue reminders.
Expanded daily guides for first use, import recovery, backups and actual AI allowance behavior.
Where to find it: Settings, task workspace, contact import, Sales and production operations.
Action required: Review the new guides and verify the workflows you rely on before inviting customers.
Known limits: Customer enrollment remains on hold. No participant was invited or billed. Live provider delivery, unattended scheduler activation, isolated hosted restore and independent monitoring remain unverified. Monthly credit wallets, self-service top-ups and automatic bank reconciliation are not active.
Consolidated invoice, notification and synchronization workflows while preserving their existing actions.
What changed
Sales now has one workspace with Quotes & services, CRM invoices, and Provider invoices & links.
Removed the duplicate invoice editor from Connections; its shortcuts open the same Sales workspace.
Task assignment email configuration and delivery history now live in Settings, with direct shortcuts from Tasks and Guided setup.
Guided setup links to the existing account connection center instead of mounting a second connection editor.
Sync diagnostics are organized into Connection health, Diagnostics & conflicts, and Records & review.
Workflow panels load on first visit, retain inputs while switching steps, and support bookmarked links and browser Back.
Corrected the Fathom review directions and updated FAQ guidance.
Where to find it: Sales; Settings → Task assignment emails; Connections & Sync.
Action required: Use the workflow selector to choose the job. Save drafts before leaving a workspace; switching steps within Sales preserves visited forms.
Known limits: No customer enrollment, provider authorization, billing activation, sending or data migration was performed. Live external-provider execution remains separately verified.
Settings remember your place, connection shortcuts are more direct, and busy workspaces show manageable review lists.
What changed
Settings categories now support refresh and browser Back; seller operations and related tools are grouped away from daily settings.
Removed a duplicate sync shortcut and consolidated import-policy entry under Guided setup.
Connected email/calendar accounts appear before the connection catalog; the catalog starts with six options and supports Show all.
Social and Canva connection actions open Social media directly when enabled.
Review lists show 50 items at a time with selection limited to displayed reviews; removed a redundant initial review request.
Task attachment forms show one attachment type at a time and preserve other unsaved inputs. Confirmed uploads are removed from the retry selection.
Sales creation forms collapse when not needed; uncertain saves preserve input and require checking existing records before another save.
Assignment controls require an explicit recipient and include accessible names.
Where to find it: Settings, Connections & Sync, Today / review inbox, task attachments, Sales, and Assignment center.
Action required: Refresh the CRM. Open a settings category to bookmark its link. Use Show more for larger review lists.
Known limits: Customer enrollment remains on hold. Provider execution and mobile/multi-role acceptance are separate from source and automated verification.
Commercial pilot acceptance now includes billing, entitlements and customer offboarding.
What changed
Added a step-by-step commercial pilot operating guide in Production and customer operations.
Required billing lifecycle, entitlement and export/offboarding scenarios for both customer tenants.
Fixed acceptance scoring so a result below 90 percent cannot pass through rounding; duplicate tenant identifiers cannot satisfy the two-tenant requirement.
Where to find it: Admin → Production and customer operations.
Action required: Select two independent customer participants, complete live prerequisites, then record the actual fourteen-day pilot.
Known limits: No pilot completion, payment-provider certification, customer enrollment or legal approval is implied. Email delivery, unattended operations and live recovery still require verification.
Backup buttons now consistently describe integrity checking without suggesting that records were restored.
What changed
Renamed the snapshot preparation and verification buttons to integrity checks.
Clarified that the check validates table counts and included file hashes without restoring records.
Where to find it: Settings → Backup & recovery → Recent snapshots and integrity checks.
Action required: No setup change is required. Create and check a workspace snapshot; retain a separate tested recovery procedure.
Known limits: An integrity check does not prove hosted restoration or unattended backup execution. Release 310 contains the broader operational improvements.
Operational health and stronger production safeguards
Inspect workspace readiness, follow setup progress and distinguish account sign-in from verified imports.
What changed
Added workspace operational health and a getting-started checklist.
Added a configurable product email service, signed delivery events and preserved per-workspace pause controls.
Microsoft connected status now requires server-side account verification and no longer stamps a successful import.
Backup integrity checks validate included files; recovery wording distinguishes checking from restoring.
Task lists initially render 50 rows with a Show more control; direct task links remain available.
Added background-job health records and a protected aggregate monitoring endpoint.
Where to find it: Settings → Workspace operational health; Guided setup; Tasks → Task assignment emails.
Action required: An operator must configure the notification service and webhook, verify background scheduling and run the live acceptance checks described in the production runbook.
Known limits: Microsoft reconnection, independent security review, identity-provider MFA, hosted recovery, external monitoring and signed-in user acceptance remain live verification gates. No production certification is implied.
Release notes and a clearer view of product changes
Find recent changes, how to use them, and any setup requirements in one place.
What changed
Added a searchable release history with links to individual releases.
Added Release notes to the CRM sidebar and customer resource navigation.
Added a build check requiring a new release entry when product code changes.
Where to find it: Select Release notes in the CRM sidebar or open /releases.
Action required: No setup is required. Search by feature or version, or copy a release link to share it.
Known limits: These notes describe released capabilities. Integration permissions, email delivery and pilot readiness require their own live verification.
Product feedback stays saved in CRM and also queues an email to the product owner.
What changed
Suggestions, problems, questions and praise queue product-owner email notices.
Completed product-interview summaries and recommendations also queue notices; individual answers remain in CRM.
Saved feedback shows email status and a refresh control. Uncertain sends are not automatically repeated.
Where to find it: Settings → Feedback & discovery, or Suggest an improvement.
Action required: The product owner needs an authorized Gmail sender with persistent access and send permission in the managing Envisage workspace. Users do not need to connect their mailbox to submit feedback.
Known limits: Pending means queued; Accepted means accepted by the email provider, not confirmed inbox receipt. Older feedback is not automatically emailed.
Manage assignment emails from Tasks and open the assigned task directly from a notice.
What changed
Added assignment-email setup and delivery history under Tasks.
Added direct task links and an explicit Process pending emails control.
Required persistent sender authorization when enabling alerts and cancelled notices superseded by newer assignments.
Where to find it: Tasks → Task assignment emails, also available in Settings → Guided setup.
Action required: An owner or authorized administrator selects a connected Gmail sender and enables assignment emails for each workspace.
Known limits: Recipients may use any email provider. Automatic background sending currently requires Gmail. CRM notifications alone do not establish email delivery.
Routine requests and exceptions create assigned tasks; the host approves exceptions before coordinator handoff.
Added Microsoft Bookings and Outlook handoffs with separate Scheduler opened and Booking reported states.
Where to find it: Schedule meeting → Scheduling desk, including person records and Connect accounts.
Action required: An owner saves scheduling authority and rules. Configure Microsoft calendar delegation and Bookings staff permissions separately, then test the correct organizer and time zones.
Known limits: The CRM does not directly create or cancel Microsoft appointments. Opening a scheduler does not prove a booking; reported confirmation is recorded by a person.
Bring selected Shared Bookings appointments into CRM for review.
What changed
Added separate Bookings consent, account verification and workspace page selection.
Added on-demand appointment intake with duplicate protection and reviewable follow-up proposals.
Preserved existing review decisions when appointment source information is refreshed.
Where to find it: Connections & Sync → Connect accounts → Microsoft Bookings.
Action required: Connect the correct Microsoft account, grant Bookings read access and select the Shared Bookings business for the workspace.
Known limits: Personal Bookings with me is not supported. Intake is on demand; outbound appointment creation and unattended lifecycle synchronization are not enabled.