Add Sidekick Nav, Improve Transcription

Improved

6
  • Portal tabs are easier to scan and manage with rounded tab cards, clearer active and inactive states, flexible tab sizing, and updated close controls.

  • Sidekick now lives in the left nav, with quicker access to Policies, AI Chat, Help, and Active Policies.

  • Audio attachment transcripts now auto-scroll during playback, pause when scrolled up, and let you resume auto-scroll.

  • Live transcripts stay visible while switching between navigation tabs during a call.

  • Conversation side-panel requester and assignee pickers now use a more consistent selection experience.

  • Automated revenue sharing payouts for new connected accounts now default to the 2nd of the month with a two-day settlement delay.

Fixed

3
  • Company details can now be saved without an office phone number, as long as the other required fields are valid.

  • Partner email routing and branding now fall back more reliably when a support address is missing, preserving the correct reply address, sender branding, and support contact details.

  • Scheduled trial phases now carry automatic tax correctly before the first paid invoice.