Mobile-first, filters, and rules

Twenty-six changes across two releases in two days. The first finished the mobile-first pass and unified how filtering works; the second gave the assistant organization-level rules and sharper caller context.

Mobile and layout

• Every screen audited — comfortable touch targets, layouts that adapt, and tap-friendly alternatives wherever a hover was required.
• Sidebar navigation — reorganized into labeled groups with a mobile drawer.
• Settings and admin — fully responsive, with addressable tabs and phone management consolidated onto one page.
• Correct viewport height — mobile browser chrome no longer cuts off the bottom of the app.

Infinite scroll

• Incremental loading — messaging, calls, plans, tasks, and notifications load as you scroll, with faster first paint and lower memory use.
• Older messages on demand — message history loads as you scroll up.

Contact filtering

• One filter bar everywhere — search, sort, tags, status, and custom fields, with a compact popover for narrow sidebars.
• Every custom field type — number, date, email, and URL fields became filterable, completing the set.
• Consistent across views — the contact list, the messaging sidebar, and assignments all use the same filters.

Messaging

• A compact compose bar — a single-row bar replacing the tall multi-row layout, with routing controls behind a chip and drawer.
• A default sender — the composer uses the member’s default number instead of asking every time.

The assistant

• Organization rules — define rules in Settings that are injected into every AI interaction, with a dedicated tab and admin gating.
• Caller context toggle — turn contact injection off for anonymous or public lines.
• Leaner context — agents receive the contact’s name and curated memory notes instead of every annotation, which improved both cost and personalization.

Accounts

• More than one owner — organizations can have several owners, with safe promotion and demotion and a guard against removing the last one.