We ship continuously. Major features and improvements land here. Newest first.
A dedicated home for your existing-customer book: coverage, ownership, dormant-account check-ins, open-quote and revenue rollups, and a churn-risk score. Draft AI customer updates and copy, log, or email them — plus bulk reassign/schedule, saved views, and CSV export.
Track what's shipping at /changelog — curated, no login required.
Every workspace now has a unique share link at /admin/referrals. Track who you've referred and watch them convert from trialing to paid.
Drag-drop a CSV, map columns, preview, import. Auto-dedup on company name. Up to 5,000 rows per upload.
Welcome emails on signup, trial-ending nudges (daily cron), trial-expired notices, and payment-failed alerts now fire automatically via Resend.
Public pages at /welcome and /pricing. Cold traffic now has somewhere to land that isn't a login screen.
Template legal docs live at /terms, /privacy, /dpa. Includes sub-processor list and template values flagged for review with counsel.
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.
Fresh workspaces auto-seed ~10 industry-matched sample prospects, contacts, and recent activity. Clear or re-seed from /admin/settings.
Self-serve checkout, Customer Portal for cancel/update payment, webhook-driven subscription state. New workspaces get 14 days to try things before paying.
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.
Each workspace has its own display name, tagline, industry template, brand color, support email, and optional system-prompt override — wired into the AI pipeline so prompts identify with the workspace.
Bottom navigation, floating action button, phone-optimized broker modal, stacked card view for the prospect table, and swipe-to-snooze gestures on rows.
Weekly Claude + web_search scan for live freight RFP opportunities. Scored results go into ps_signals; cron runs Sunday 20:00 UTC.
Per-workspace and per-rep daily AI cost caps with friendly 429 responses when over. Live spend chip on admin overview. Tunable in /admin/settings.
Daily cron purges ps_audit_log rows older than 90 days (workspace-configurable). Keeps the audit table from dominating write volume at scale.
Scoring runs server-side via /api/produce/call-queue with the same lib/queue.js rules. Client falls back to in-memory compute if the route is unreachable.
Error tracking + performance monitoring for the Next.js app (browser + server + edge) and the Python workers (signals worker, PACA enrichment).
Public /api/healthz returns env-var presence checks; STAGING / PREVIEW / DEV pill renders in non-prod deploys.
The prospect modal now surfaces the primary contact (name, title, email, phone) right on Overview — no need to click into Outreach > Contacts first.
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.