November 10, 2026
A complete guide to the freight workspace
The landing page and sales downloads now cover guided first use, Today, account preparation, Core and Pro, per-seat teams and optional toolpacks. Account agents, reusable knowledge and the read-only MCP connection are clearly identified as controlled previews requiring separate activation.
Feature
Read-only MCP connection preview
Compatible AI clients such as Codex can use saved account, signal and follow-up context through expiring, revocable read-only access. Assisted setup and workspace activation are required. The connection cannot edit records, send outreach or collect payments.
APIAISecurity
Add Pulse saves spot-rate evidence
Add Pulse now assumes Spot, so reps can save a rate without a missing spot-or-contract choice. Carrier pay and Customer quote remain separate rate-side choices.
Fix
Clearer reasons on Today account cards
Repeated signal reasons now appear once, leaving room for other reasons to contact an account. The expanded count reflects unique reasons, while ranking and supporting evidence are preserved.
FixSignalsMobile
Reusable account knowledge preview
Controlled preview requiring workspace activation, separate from standard trial access. Account summaries retain original source references, reuse unchanged revisions, and bind stewardship proposals to the version reviewed. Initial coverage includes account profiles and permitted review events; incomplete or changed evidence blocks execution pending review.
FeatureAI
Account stewardship preview
Controlled preview requiring workspace activation, separate from standard trial access. Queued account reviews prepare a proposed next action and follow-up date for human approval, with configured workspace budgets. Approval saves the account update, follow-up task, and receipt together, while repeated approval recovers the saved receipt without duplicating the task.
FeatureAI
Updated freight product guide and workflow preview
The landing page and downloadable product materials now explain the freight offering and illustrate forthcoming human-approved account workflows. Account stewardship and reusable account knowledge remain unavailable previews and are not included in the current demo or trial.
Feature
May 12, 2026
Public changelog page
Track what's shipping at /changelog — curated, no login required.
Feature
Referral program
Every workspace now has a unique share link at /admin/referrals. Track who you've referred and watch them convert from trialing to paid.
Feature
CSV prospect import wizard
Drag-drop a CSV, map columns, preview, import. Auto-dedup on company name. Up to 5,000 rows per upload.
Feature
Transactional email
Welcome emails on signup, trial-ending nudges (daily cron), trial-expired notices, and payment-failed alerts now fire automatically via Resend.
FeatureBilling
Marketing landing + pricing pages
Public pages at /welcome and /pricing. Cold traffic now has somewhere to land that isn't a login screen.
Feature
May 11, 2026
Terms / Privacy / DPA pages
Template legal docs live at /terms, /privacy, /dpa. Includes sub-processor list and template values flagged for review with counsel.
Feature
Hard lockout when trial expires
Workspaces past their trial with no active subscription now get 402 (Payment Required) on AI generation and broker writes. Read access stays open so data can still be exported.
BillingSecurity
Demo data on signup
Fresh workspaces auto-seed ~10 industry-matched sample prospects, contacts, and recent activity. Clear or re-seed from /admin/settings.
Feature
Stripe billing + 14-day trial
Self-serve checkout, Customer Portal for cancel/update payment, webhook-driven subscription state. New workspaces get 14 days to try things before paying.
Billing
Self-serve signup
New workspaces can be created without manual SQL. /signup creates an auth user, workspace, owner membership, and profile atomically; rollback on any step's failure.
Feature
May 8, 2026
Sentry across runtimes
Error tracking + performance monitoring for the Next.js app (browser + server + edge) and the Python workers (signals worker, PACA enrichment).
Security
Staging + env-banner + healthz
Public /api/healthz returns env-var presence checks; STAGING / PREVIEW / DEV pill renders in non-prod deploys.
Security
Primary contact on Overview
The prospect modal now surfaces the primary contact (name, title, email, phone) right on Overview — no need to click into Outreach > Contacts first.
Feature
Intent grade chip on Call Today
Every queue row now shows an A/B/C/D letter grade. Click the chip → popover lists every contributing factor (callbacks, signals, stage, staleness) with weights.
Feature