Changelog

All relevant changes are recorded here in reverse chronological order. API breaking changes are highlighted with ⚠ Breaking.

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July 2026 (Jul 1–21)

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Datagrids

• Kanban view in datagrids: switch between table and board, group records by column, and drag cards between stages.
• Redesigned table with column sorting, pagination, and full-row drag to reorder.
• Column reordering by dragging the header, both in the table and in Kanban.
• New Select field type, with an options editor, search by option name, and export/import that preserves labels.
• File columns: upload images and PDFs straight into the table.
• Add items per stage or through the global button in Kanban, with side-panel editing and board configuration.
• Import and export datagrids in XLSX.
• Kanban cards show creation and update dates, with a tidier footer.
• Various visual and usability refinements to forms, cards, hover, and row selection.

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Orion

• Autonomous agent building: Orion plans and creates agents end to end, including missing connections as a step in the plan, with approval and safe resume on failure.
• Redesigned composer and a cleaner conversation, with a new reasoning block and web search results.
• Orion creates agents with an HTTP request tool and configures agent tools directly.
• App connection flows resume where they left off after authorization, without repeating steps.
• More consistent responses: no more duplicated blocks, infinite spinners, empty replies, or repeated preliminary messages.
• Clearer error messages when an integration is missing to complete the task.
• The Orion conversation list loads much faster.

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Conversations & Support

• Ticket info panel next to the chat, open by default and integrated into the layout.
• Leaner conversation list and a wider chat, making better use of the screen.
• Conversation tags consolidated in the panel’s Tags tab, without the top bar.
• Removed the “Take over conversation” button and the warning banner at the top of the conversation.
• Fixed the ticket panel showing up empty for users who belong to multiple workspaces.
• Conversations reconnect on their own when you return to the browser tab.

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Agents & Workers

• New Assign Tag tool: the agent tags conversations automatically based on context.
• Proactive WhatsApp sending by the agent, without waiting for a customer message.
• In the Workers chat, you can now cancel an in-progress response and edit/resend the last message.
• No more duplicate messages on rapid sends or repeated clicks.
• Google Calendar: full reading of calendars with many items.
• Faster, smoother “thinking” indicator in Orion and Workers.

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Pipeline & CRM

• Tag-based Kanban replaces pipelines, with a simpler, more flexible flow for organizing opportunities.
• Fix: cards no longer disappear when moved outside a column.

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Workflows & Automations

• On-demand webhook testing, working directly in the draft, with no need to publish.
• Revamped automation engine, with more reliable execution and new execution modes integrated with agents.
• Webhook trigger URL corrected to the permanent address.

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Channels & Integrations

• Web Page channel: an evolution of the on-site chat, with more security, cost control, and audio transcription.
• Slack per channel: connect different agents to distinct channels in the same workspace, including private channels.
• New native integrations: Google Drive, Google Docs, Discord, Zoom, Intercom, GitLab, Todoist, Resend, Mailchimp, SendGrid, ActiveCampaign, Pipedrive, HighLevel, Figma, Confluence, Box, Coinbase, Hugging Face, Algolia, Lusha, Tavily, ZenRows, DataRobot, and tldv.
• Public chat page fixed and more stable.

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Navigation & Interface

• New Rovax visual identity, applied across the platform, emails, widget, and materials.
• Redesigned global search in command palette style, also available inside Builder, CRM, and Settings.
• Smart sidebar: collapses on detail screens and reopens on hover, with a floating panel and smooth animation.
• New user button, notifications shortcut, and quick access to Help and Support in the sidebar.
• Illustrated empty states across the platform and a new animation and transition system.
• Refreshed icon set and various alignment, spacing, and scrolling refinements.

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Settings

• Profile page rebuilt with cards.
• Workspace grouped with Organizations, Members, and Notifications in a single area.
• Preferences replaced by a dedicated Language page.
• Standardized settings page layout, with no duplicated titles or spacing.

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Notifications

• Email notifications for 6 operational events.
• In-app notification center, with non-repeating WhatsApp disconnection alerts.

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Builder & Publishing

• Redesigned version selector, with an animated Deploy button, loading indicator, and early validation.
• Deploy is disabled when there are no pending changes.
• Publish dialog with a clearer change comparison.

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Connections

• Connection listing with pagination, filters, multi-select, and bulk delete.
• Significantly faster connection loading.

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Access & Security

• Email and password sign-in and sign-up on new, clearer screens.
• Improved data isolation between companies and workspaces.

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June 2026

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White Label

• Full White Label: customize the platform with your brand — logo, colors, visual identity, and a login screen of your own, all applied automatically for your customers.
• Custom domain: add your own domain, track DNS records and SSL certificate status in real time, and set which domain is primary.
• Automatic subdomain: every brand gets its own ready-to-use address, with no manual setup.
• Emails with your brand: transactional messages and invitations sent from your verified domain, with customizable templates.
• Members and Billing tabs inside the White Label environment, with billing and subscription kept on your own domain.
• Customer logo and name shown in the workspace selector, plus an option to remove the “powered by” badge.
• Logo and image uploads are saved automatically while editing the visual identity.

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Orion

• New Orion: redesigned chat with a centered, more spacious layout, bubble-free messages, and a revamped home page with an animated greeting.
• Platform actions: Orion creates and edits agents, squads, workflows, datagrids, knowledge bases, connections, and campaigns directly from the conversation.
• Audio recording: talk to Orion using your microphone and the transcription appears right in the message field.
• Connect integrations from the conversation: Orion opens the connection dialog without you leaving the chat.
• Live reasoning: follow the agent’s step-by-step work during a response, with descriptive labels per action; the history collapses at the end.
• Planning before acting: Orion builds a plan and shows it in the activity trail before executing complex tasks.
• Web search and platform documentation lookup as native tools, for more current and accurate answers.
• Manage an agent’s integrations and publish changes just by talking to Orion.
• Conversation history loads faster, switching between conversations no longer loses messages, and the back button no longer leaves ghost conversations behind.

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Agents

• Builder versioning: work in a draft and publish when you’re ready, without affecting the agent in production.
• Generative UI: agents respond with charts, cards, tables, and forms inside the conversation — catalog expanded to 33 components, with incremental editing of the interfaces.
• Presentations: agents create HTML decks, with PDF export that preserves slide layout.
• Terminal: a new native tool that runs commands in an isolated per-conversation environment.
• Code execution: a new tool for calculation and processing in a secure environment, available on all plans.
• File sending by URL in agent responses.
• Contextual memory: agents remember user information across conversations.
• New language models in the catalog, with revised badges.
• Various visual refinements in the agent editor (more compact side menu, avatars, buttons, and spacing).

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Workers

• Audio recording with transcription in the Workers chat as well.
• Long runs (5 to 20+ minutes) are no longer interrupted by timeouts.
• No more stuck runs or infinite loading after refreshing the page.
• Switching between sessions no longer loses messages or typing indicators.
• Contextual memory available on the Workers page.

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Conversations & Support

• Global multi-select filter by attendants, agents, and squads in the conversation list.
• All / Waiting / Mine tabs redesigned as pills, with inline counts.
• More compact conversation list with a cleaner look (revised borders, searches, and headers).
• Fixed two distinct follow-up semantics and improved message delivery.

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Channels & Integrations

• Manual WhatsApp Cloud API: connect an official number directly, without needing to sign in through Facebook.
• When to reply: a new per-channel filter to define whether the agent responds to text, audio, or both.
• Telegram: native transcription of audio and voice messages, typing indicator on the official channel, and a fix for response delivery.
• WhatsApp: responses quote the received audio when configured, message quoting fixed, and lower response time.
• Instagram: permissions restored (messaging, publishing, and insights) and connection fixes.
• New shortcut to open the add-channel dialog and a responsive channel selector.
• WhatsApp connection status checked more reliably, and connections saved to the correct active workspace.
• Many new integrations available: Salesforce, Monday, Typeform, Dropbox, OneDrive, Google Tasks, YouTube, Facebook, Meta Ads, PostHog, Cal.com, Reddit, Firecrawl, Gamma, OpenWeather, and more.

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Connections

• New table-based connections page, following the platform’s visual standard.
• Redesigned new connection dialog: integration overview, listing in horizontal rows, and animated transitions between steps.
• Simplified credential collection for API key integrations.
• Various visual refinements to icons, sizes, and spacing in the connection flow.

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Marketplace

• Agent marketplace by vertical: ready-made templates with pre-configured tools and direct handoff to Orion.
• Traffic Squad: a new ready-made package for paid media management.
• Minimalist card redesign, with 3D covers per template, light and dark theme versions, and real integration logos.
• Marketplace promoted to a top-level item in the Studio section.

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Analytics & Dashboard

• Rebuilt analytics page with four fixed cards covering the last 6 months.
• Peak hours: a new heatmap by day and hour.
• The channels chart now shows the exact name of each integration.
• Faster charts, with brand colors and correct readability in dark mode.

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Billing & Usage

• Redesigned usage page: billing cycle period, daily chart, and plan depletion forecast.
• The chart now shows runs instead of credits.
• Fixes in the plan change and checkout flows.
• Resource limits corrected on active plans.

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Navigation & Interface

• New visual system for the platform, with a more modern, consistent finish across the entire application.
• Redesigned workspace selector and smoother sidebar transitions.
• Global search (⌘K): the current page appears as the first option.
• New global shortcut to sign out (Option+Shift+Q) and a support button in the sidebar footer.
• Light mode fixed across the entire interface.
• Agents, Datagrids, Knowledge, and Workflows tables unified under the same layout.
• Menus, fields, and tooltips with standardized sizes and behaviors.

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Mobile

• Mobile responsiveness across the platform (first phase).

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Settings

• Preferences becomes the Settings home page.
• Providers: a new page for managing AI providers.
• Standardized settings routes, with correct highlighting of the active menu item.

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Other

• Link invitations now work with passwordless sign-in (email code and Google).
• Blocked numbers system removed.

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May 2026

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Orion

• Full spreadsheet capability: read, analyze, modify, and create spreadsheets, including chart generation.
• Campaigns from a spreadsheet: upload a lead spreadsheet (CSV, XLSX, and XLS) in the chat and Orion assembles a campaign proposal ready for review.
• Campaign approval: approve, edit, or reject the proposal in a dedicated card, with full editing of message, segmentation, and scheduling before sending.
• Real-time campaign control: start, pause, resume, or cancel campaigns and track sends, replies, and opt-outs.
• Automatic opt-out: replies containing opt-out keywords (also in Spanish and French) remove the contact from the campaign; lead replies are routed to the right agent and become conversations.
• Multiple conversations in parallel: Orion keeps processing tasks even if you navigate to another conversation, and restores the history when you return.
• @ mentions and a ”+” menu in the message field: reference agents, channels, and integrations, attach files, and reach connectors in one click.
• New connector catalog: a dialog with search, real app icons, an indication of what’s active, and a details page with overview, connections, and capabilities.
• Resizable floating window on all edges, so you can use Orion on top of any screen.
• Reworked history: automatically generated conversation titles, a reorganized sidebar, and quick actions per message.
• Create connections within the flow itself, with an automatic return after authorization.
• Action confirmations in natural language, friendly names for each action, and reasoning shown in real time.
• More reliable answers: data checked against the real database, no made-up information, and correct use of the current date and time.
• Company memory feature removed.

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Agents

• Native image generation: agents create images in the conversation, with thumbnail preview, full-screen view, and download.
• Image editing: upload an image and ask for changes — the agent uses the latest image in the conversation as the base.
• Self-scheduling agents: the agent schedules its own follow-up and resumes the conversation at the right time.
• New conversational panel with real-time field updates as the configuration is assembled.
• Faster and more reliable web search for agents.
• More consistent responses on long tasks: the agent reviews its own reasoning, runs tools in parallel, and recovers from failures on its own.
• Long conversations retain important context, and long responses with integration content are no longer truncated.
• New reasoning indicator, more informative than the old “thinking”.
• Removed the “Channels” and “Blocked numbers” tabs from agent settings.

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Broadcasts (Campaigns)

• Redesigned campaign builder with numbered steps, option cards, channel tables, a date/time picker, and clearer helper text.
• Message variables: automatic suggestions as you type, colored highlighting in the editor, and a new first name variable.
• Word rotation: use {{option1||option2||option3}} to automatically vary the text on each send.
• Block protection: progressive warm-up per number, randomized intervals with human-like pacing, typing simulation, an exact daily limit, pauses between batches, and blocking of identical messages.
• Delivery and read receipts reflected in campaign metrics.
• A single time zone per campaign, applied to scheduling, sending windows, and end time.
• Sends start more gradually, with no burst at the beginning of a broadcast.
• The campaign name is now required to save or send.

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Human Support

• New Human Support module: teams, tags, segments, groups, and tickets in a complete support structure.
• Ticket creation without requiring a defined team, and a full listing of available tags.
• New design for the open-ticket action configuration panel.

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Workers

• Chat attachments: send images, PDFs, Office files, and CSVs in conversations with workers.
• Resilient streaming: navigate between screens without losing an in-progress response; errors and interruptions are visible.
• Redesigned “Start conversation” dialog: a single grid of agents and squads, with search and a more compact look.
• Progressive history loading, a button to copy the response, and a balance that updates in real time.

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Conversations & Support

• Conversations screen rebuilt with a more organized layout and smoother navigation.
• Unified customer identity on WhatsApp: no more duplicate conversations for the same contact; the customer’s real name is always preserved.
• Fixes that prevented messages from mixing between conversations on high-volume accounts.
• Faster conversation list with more reliable real-time updates.
• Error messages rewritten in plain language, with standardized notifications across the product.

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Runs & Analytics

• New Runs page, with detailed inspection of each agent run.
• Redesigned run details: a second-by-second timeline, drag to navigate, a collapsible side panel, and a button to copy the entire run.
• Runs interrupted by a failure recover automatically.
• Analytics menu reorganized and positioned below CRM.

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Channels & Integrations

• New WhatsApp foundation, with better connection stability and send-rate control.
• Instagram available both as a channel and as an integration, with 20 actions and localized descriptions.
• Google Ads, Google Analytics 4, and Meta Ads available for agents to use.
• Catalogs for Notion (27 actions), Gmail, Twitter/X, Salesforce, HubSpot, Zendesk, Shopify, Stripe, GitHub, Jira, Linear, ClickUp, Trello, Asana, Airtable, Apollo, LinkedIn, Google Sheets, Mixpanel, Microsoft Teams, Google Maps, and Canva expanded and revised in PT/EN.
• Edit the connection used by a channel directly in the channel settings; the status now reflects the provider’s real health.
• Channel deletion works without errors and is processed in the background; channel error messages fixed.

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Billing & Plans

• New usage-tier plan model: pick your plan with a slider of run tiers, with a single product and direct signup — credits have been replaced by a more transparent usage meter.
• Three-pillar usage view, with real measurement of consumption per run, per internal activity, and by Orion.
• Plan menu in the header, showing run usage in real time.
• Annual billing now displays the full yearly amount; plans show their commercial name and highlight the current plan.
• Warnings and blocks when you hit the plan limit, with a direct shortcut to upgrade.

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Appearance & Navigation

• New dark theme, aligned with the brand design, with better contrast in dialogs and cards.
• Orion as the product home screen, with a restructured sidebar.
• Help button with WhatsApp support in the sidebar and animated icons.
• Various visual refinements to buttons and dialogs, plus adaptations for small screens.

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Settings & Access

• Redesigned API keys page, including the key creation dialog.
• Availability toggle for attendants right in the sidebar, with balanced conversation distribution.
• Workspace permissions aligned between what the screen shows and what is enforced.
• Google sign-up unblocked.

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April 2026 (Apr 20–30)

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Orion

• Agentic Orion: the assistant performs real actions — it creates complete agents (role, prompt, model, steps, planning, and skills), updates settings, and builds workflows from a conversation.
• Confirmation before acting: every write action goes through a clear confirmation that describes exactly what will change.
• Ready-to-apply proposals: draft, validation, and analysis suggestions appear as cards you review and apply with one click.
• Assisted navigation: Orion takes you straight to the screen, record, or filter mentioned in the conversation.
• Real-time responses, showing what the assistant is doing at each step.
• Knowledge Base lookup: Orion searches your documents to answer with your own company’s information.
• Full agent overview: a richer listing and per-agent details right in the chat.
• Support for markdown tables, stop and clear conversation buttons, and various visual refinements in the chat.

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Agents

• Usage per step: each run shows the cost per step, with a new run-tracking experience.
• Agent Studio gained an initial state guiding you through creating your first agent.
• Tool errors now appear explicitly, preventing the agent from wrongly reporting success.
• More consistent responses, with better adherence to the configured persona.

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Knowledge Base

• Hybrid search with intelligent reranking: far more accurate results, combining semantic and text search.
• Automatic document processing: uploaded files start processing on their own, with retries on failure.
• Better compatibility when reading PDFs and a fix for duplicate documents from the same source.

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Pipeline / CRM

• Multiple pipelines: create and manage several funnels, with their own pages and dedicated navigation.
• Agents gain CRM tools and can look up records by phone number.
• Attendants can move records between pipeline stages.

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Connections, Channels & Integrations

• Connections hub: a new page to connect accounts once per workspace and reuse them across multiple agents and channels, with a dedicated permission and a usage warning on deletion.
• Outlook Calendar, ClickUp, Calendly, and AbacatePay available as new integrations.
• Connection selection directly in channel and integration forms, with a shortcut to create a new one.
• WhatsApp Business channel type displayed in the interface.

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Plans & Usage

• Usage page: track plan usage and utilization charts over time.
• New plan and limit structure, with rewritten feature descriptions.

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Conversations / Support

• History scrolling fixed: no jumps when opening a conversation and no freezes when loading older messages.
• Fixed duplicate messages in support conversations.

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Public roadmap

• Public roadmap in kanban format, to follow what’s being built, with suggestions submitted right from the page.

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2026-04-19

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Workers

• New Workers — an internal ChatGPT-style workspace for chatting with agents and squads without leaving the platform.
• File and image uploads in chat with multimodal support (vision) for compatible models.
• Refined chat UX: full-height layout, hidden subheader, removed padding, header aligned to 48px, and larger gap in the home navigation.

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Knowledge Base

• New Knowledge Base management UI with dedicated support for document upload and organization.

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Datagrids

• New required description field on columns and support for columns marked as is_required.
• New reprocess_datagrid action to recompute embeddings and a pg_cron job that detects and reprocesses rows with stale embeddings.
• Fixed an issue with updating datagrid settings through the agent.
• Datagrid tool settings now display Name and Description at the top for faster editing.
• ToolCatalogDialog now occupies the full viewport, giving more space for configuring tools.

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Navigation

• New AI category in the dual sidebar, with the Time AI panel integrated.
• Grouped sections in the Builder side panel, making it easier to find agent settings.

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Settings

• API tab moved to a dedicated page in the settings sidebar.
• Fixed user profile loading after switching workspaces.

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Header

• The Time AI button now displays a text label and has a new position in the platform header.

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Pipeline

• Lead temperature scoring feature removed to simplify manual qualification.

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2026-04-18

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Navigation (DualSidebar)

• New dual sidebar: narrow category rail (52px) + contextual panel per category, replacing the old AppSidebar.
• Six main categories with i18n labels and a safe fallback when the category is invalid.
• Hides empty categories by role, respecting the permissions matrix (owner / manager / trainer / attendant / member).
• WorkspaceSelector moved from the panel to the platform header, freeing up space in the navigation.
• Rail and panel styled as cards; panel now sits flush against the content area.
• New MobileDrawer with a hamburger menu on mobile and a referral dialog in the panel footer.
• CMD/CTRL+B shortcut to collapse/expand the sidebar with persistence in localStorage.

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Datagrids — initial feature

• New /datagrids route with a table editor, components, and hooks to create, edit, and organize columns and rows.
• Database migrations with RLS, SECURITY DEFINER RPCs with role checks, and triggers for column type immutability.
• New datagrid-tool-exec edge function integrated with Cloudflare as a tool registry and executor.
• Agent catalog gains 4 datagrid tools (semantic search, similarity search, insert_row, update_row) with configuration dialogs and full i18n.
• always_run instruction injected per tool so the agent uses semantic search when appropriate.

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Time AI

• Legacy side panel replaced by a draggable floating window for Time AI.

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Billing

• /billing route migrated to /faturamento (Portuguese), with layout adjustments, voice tab, and email templates.

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Dashboard

• Consistent tooltip and formatting for the credits pill (formatCredits).
• SEO titles resolved via i18n across all 17 routes.
• Polished empty state in ranking cards.

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Pipeline

• Fixed typos in the tour and a broken add contact button, with cleanup of the legacy tour.

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Removed

• Custom fields system removed entirely (replaced by Datagrids).
• Eight unused pages and routes removed along with dead components.

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2026-04-19 — Documentation

• New documentation structure inspired by modern standards (Mintlify): separate tabs for Get Started, Product Guides, API Reference, Webhooks, AI, and HTTP Collections.
• Complete webhook event catalog with example payloads per event type.
• Technical glossary with the platform’s key terms.
• llms.txt available at /llms.txt for use in AI-powered IDEs (Cursor, Claude, VS Code).

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