Changelog

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.

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.

Desired Membership has been removed in an effort to simplify the platform.

Clearer push notification toggle text so it’s obvious that turning it on enables notifications on the current device

Dynamic plan ordering in membership settings so custom products appear correctly

Search keyboard shortcuts now keep working when the compact search field is focused, so tabs can be switched without leaving search

Blocked phone numbers are now checked before a client record exists, so blocked senders follow the blocked path consistently

Pre-sold memberships no longer appear registered before a payment method is attached

Mini-search now surfaces open and recently active conversations first, while site, client, and project results sort newest first.

Introducing “Mini Search”

• Users of ProVision can now use search directly within their navigation, allowing them to search for conversations, sites, and clients while looking at an existing record within ProVision. This search functionality makes it easier for users to find related data, and navigate quickly without having to jump back and forth to the full page search pane.
• Still want to use the old path of full page search? Simply click the button next to the search field to pop it out into full page search mode.
• We built this in direct feedback of our users who are working quickly want wanted to search for data in ProVision while on a conversation, but felt it was cumbersome to go back and forth through the various panes.

Enhanced Signal Incident interface within a conversation. Users can now see a notification history and plan on the conversation timeline. This shows who is being notified, when, and by which channel. The purpose of this is to bring better visibility into the notifications within a Signal incident.

Added support for POST /conversation/{id}/message via the API. This endpoint allows users to send an internal note to an existing conversation. Support for public replies is not available at this time.

Added keyboard navigation to assist with switching between left-nav grouping tabs with Control 1 and Control 2, with matching shortcut hints in tab tooltips.

Failed outbound messages in conversations are easier to spot with clearer delivery-failure styling in the timeline.

The subscriptions report now opens with the most commonly reviewed columns first, so less manual sorting and pinning is needed.

Portal.io and D-Tools imports are more reliable when duplicate or soft-deleted client records are involved, preventing import failures and parsing issues.

Signal email and SMS notifications now open the specific conversation directly instead of landing in a broader conversation view.

Newly created conversations now appear in the Associated Conversations sidebar right away without needing a manual refresh.

Scheduled Send Later emails now include attachments such as PDFs when they are delivered.

Bulk site actions now let teams assign one client to multiple sites in a single step.

AI writing assist can now use live call transcripts while a call is still in progress, so draft notes and emails have more context sooner.

Custom views now support rolling 30-, 60-, and 90-day date filters that update automatically over time.

Search results now refresh automatically when records change during an active search, reducing missed updates and duplicate follow-up work.

Complimentary membership and service-level filtering now behaves more accurately, including CPP expiration edge cases that previously produced incomplete results.

Forwarded email loops no longer reprocess outbound messages into new conversations or auto-replies.

Client merges no longer create duplicate follow-up tickets from closed conversation history.

Refreshed left navigation styling, spacing, and partner menu chrome for a cleaner portal layout. We now have tabs across the top for Home and Settings, to better organize the navigation of ProVision. Soon ProVision will also have new navigation options for search, inbox, and sidekick as well to reduce panel bloat and streamline to ProVision interface.

Client custom attributes in client details and custom views, including support for filtering and showing them as columns.

Site custom attributes in site details and custom views, including support for filtering, sorting, inline editing, and visibility rules.

Easier-to-use custom view filters on mobile, with clearer conditions and better small-screen editing.

Browser spellcheck in the conversation composer to catch typos while typing.

Added timezone to Settings > Company > Company Info

Email branding support phone details so signatures use the published partner phone number and extension correctly.

Removed potential for leading and trailing spaces in first and last names when saving users.

A loop that could recreate the same conversation repeatedly after replying to a closed conversation.

Duplicate draft errors in Send Later conversation messages.

Portal.io proposal imports that could fail because of conflict-handling errors.

Bulk actions for client records now support soft delete and restore.

Public API clients can now update existing client records with PATCH /v1/client/{id}.

The conversation side panel now uses a new and improved select menu for status, type, and urgency, with search and keyboard shortcuts.

Quick Actions now includes theme controls for Light, Dark, and Auto modes.

Site creation safely handles malformed or oversized address payloads instead of failing with a raw database error.