The assistant and automatic tasks

Sixty changes shipped in this release — the largest to date. A conversational assistant that can act on your behalf, follow-ups written from call transcripts, permissions enforced everywhere, and a product that finally works properly on a phone.

The assistant

• Every action through conversation — search contacts, reply to a lead, send an email or text, analyze a transcript, create a task, configure an agent, provision a number. Anything that writes shows a preview with confirm or cancel first.
• Tools across every module — more than fifty, each permission-gated, so the assistant only offers what you are allowed to do.
• Parallel conversations — draft a reply to one contact while it researches another.
• Sidebar or full screen — expand from a panel to a full-viewport conversation with a keyboard shortcut.
• Page-aware — it knows which screen you are on and answers accordingly.

Tasks and follow-ups

• Extracted from calls — after a call, the transcript produces actionable tasks with due dates, assigned to the contact owner and linked back to the call they came from.
• Time-based reminders — set a due date and time and a notification arrives when it is due.
• A full lifecycle — status, priority, category, source, due date, and assignee, with status filtering.

Permissions everywhere

• Every module enforced — contacts, calls, settings, agents, analyzers, knowledge bases, plans, text agents, messaging, and notifications, at both the endpoint and the interface.
• Scoped visibility — members see the calls and dashboards that belong to the contacts and numbers assigned to them.
• Assistant tools too — every tool is gated by the same permissions, filtered before the assistant ever sees them.

Mobile

• Every view rebuilt — messaging, contacts, tasks, plans, agents, analyzers, knowledge, settings, admin, and notifications all work down to a small phone.
• Native-feeling navigation — a sidebar drawer with a backdrop that closes itself on navigation.
• Infinite scroll — messaging, calls, plans, tasks, and notifications page as you scroll.

Messaging and contacts

• Unanswered workflow — an unanswered filter with a count, direction and time sub-filters, and a shortcut from the dashboard.
• Rich email rendering — emails display their formatting safely inside the thread, with a plain-text toggle.
• A redesigned compose field — inline and expanded modes, a channel toggle, character count, markdown preview, and attachments.
• Custom contact fields — text, number, date, URL, email, boolean, long text, and colored select options, validated on both sides.