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CHANGELOG

What's shipping

We ship continuously. Major features and improvements land here. Newest first.

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
July 16, 2026

Market Update: one-page PDF + social JPEG

Market Update export now fits a single Letter page (dynamic scale), and you can download a social-ready JPEG or hi-res PNG of the live brief. Generation pulls cold-chain field-library theses, USDA setpoints for your commodities, and recent social themes — still never invents rates.

FeatureAI

Prospect QuickView + workspace redesign

Click a prospect row to expand an inline QuickView (who to call, log outreach, latest signal) without leaving the list. Click the company name — or press O — for the full workspace. Enter expands; Esc collapses. The full modal is reorganized around Call / CRM / Deals / Intel / Company jobs.

FeatureMobile
June 8, 2026

Customer Hub

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.

FeatureAI
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 10, 2026

Multi-tenant branding

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.

AIFeature

Track B mobile pass complete

Bottom navigation, floating action button, phone-optimized broker modal, stacked card view for the prospect table, and swipe-to-snooze gestures on rows.

Mobile
May 9, 2026

RFP detection agent

Weekly Claude + web_search scan for live freight RFP opportunities. Scored results go into ps_signals; cron runs Sunday 20:00 UTC.

AISignals

AI spend caps + telemetry

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.

BillingAI

Audit log TTL

Daily cron purges ps_audit_log rows older than 90 days (workspace-configurable). Keeps the audit table from dominating write volume at scale.

Security

Server-side Call Today queue

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.

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