Changelog

✨Introducing Drafts — Your unsent messages are now saved automatically for up to 10 days.

Client → Activity Tab — A brand-new Activity tab shows the full history of a client.

Draggable Create/Update Dialogs — Client and Site dialogs can now be moved around.

ProVision Links Open Natively — Clicking a ProVision link inside a message now opens it directly in-app.

Creating a conversation with an empty subject now properly blocks dispatch until a subject is added.

Merging sites with the same labels no longer causes errors.

Follow-up conversations now only include active participants.

Sites → Activity Tab — A brand-new Activity tab shows the full history of a site.

Improved the visibility of the help and support button in navigation.

UI rollback system for safer/faster deploy rollbacks.

Client data import supports creation a project if a Project Stage is set.

Fixed issue where large "original emails" were not viewable from the UI.

User Profile Tooltips — Hovering over a teammate's avatar shows a clean profile tooltip with name, company, email, groups, status, and local time.

Merge Sites — Sites can now be merged directly from the UI.

Conversations side panel — The Conversations tab now makes full use of the sidebar space.

The AI Summary is now collapsible for a user.

Email Delivery Reliability — If an email fails to send, the system will now automatically retry using an exponential backoff schedule.

Subscriptions Report — Filters return results across the full dataset, downloaded reports show correct dollar values, duplicate entries removed.

Presence Indication across Conversations, Sites, and Clients — You'll now see when teammates are present on the same record you're viewing.

Smarter Quick Actions Search — Quick Actions now supports multi-word search.

Better Business Hours Management — Business Hours now support multiple time windows per day.

Remastered conversation-based searches with faster results and message body search.

Smarter ranking by scoring matches across all related fields at once.

We now support adding labels to sites during the data import process.

Surge event email campaigns will now have the approval process sent to the #announcements channel in Slack.

Added the ability to add a conversation message attachment to site files quickly via action ellipses.

Creation of a client or site now auto-redirects a user to the record when created from quick actions.

Added sort by status in the associated conversations side panel tab.

Fixed issue where context aware dialogs were not always showing the context they were aware of.

The rules engine can now trigger rules when a label is added or removed from a conversation.

Added copy url functionality to client, site, and project.

Updated our AI to the latest GPT-5-mini model for faster, smarter responses.

In-App inbox Site notifications will now open up to the site.

Fixed an issue where typing into search site would skip letters if typing fast.