What's New

Latest releases and changes, newest first. Mirrors the What's New card on your dashboard — bookmark this page to keep up with what's landed.

v1.28 — You decide where every column goes

2026-09-17

A mapping step before anything is written. Contact and list imports now open a Map columns step: every column of your file with sample values and a target — a contact field, a company field, a consent column, one of your custom fields, or Skip. Known columns are pre-filled and say so; columns nothing matched get an AI suggestion you confirm. The CSV separator is detected for you.
Custom fields from a file. Pick + Create custom field… on any column and the field exists and is mapped without leaving the page.
Import profiles. Save the mapping once and the next file with the same columns opens already mapped.
Fill or overwrite. Choose whether a matched contact keeps its values (the default) or takes this file's. Consent is only ever tightened.
Consent columns. SMS Opt-in, Unsubscribed, Do Not Contact and similar columns record the opt-outs they state, each with the column it came from on the consent card.
Vouch for your own list's mobiles. Tick These mobile numbers belong to the people listed for a customer or sign-up export and campaigns may text them at once; the attestation is recorded under your name. Lists also show an Unconfirmed mobiles tile with Confirm all. See Importing Data.

v1.27 — Contact imports keep everything the file knows

2026-09-17

Every useful column lands. A contact import now reads the direct line and the mobile as two numbers, the LinkedIn URL, seniority and departments, city / state / country, the source's email verification status, and Do Not Call (which sets the voice opt-out). Apollo exports are recognised automatically. Columns with no field of their own stay visible under Imported data on the contact. An imported mobile is marked from import, unconfirmed — campaigns text it only once the contact texts from it or you confirm it on the contact.
Companies come with the people. The new Companies option on the contact and list import forms creates or matches each row's company by website domain, links the contact, and copies the company's industry, headcount and country onto the contact for filtering — so "VP-level contacts at 51-200 person fintechs" is a saved view.
Richer company records. Short name (the one emails say), exact headcount with a derived size range, keywords, technologies, revenue, funding, founding year, SIC / NAICS codes and buying-intent topics — all on the company page and all filterable.
Lists show readiness before you send. A list now opens with verified emails, bounces, contacts without a phone and opt-outs counted across the whole list, and its table shows title, company, verification and phone type. The CSV export carries every one of these fields.
Details: Importing Data.

v1.26 — Google Ads: leads from every campaign type, several accounts per workspace

2026-09-16

Message assets text your SMS agent. Point a Search or Performance Max message asset at your SMS agent's number and the conversation arrives as an ordinary text, answered like any other. KarmaFlow attributes it to the ad by the starter message you copied into Settings → Channels → Google Ads · Local Services or by a number marked Google Ads destination number under Phone Numbers. Calls forwarded from a call asset or a Local Services campaign to such a number are attributed the same way.
Lead forms are imported. Each submission on a Search, Performance Max, Video or Display ad becomes a contact, a follow-up task and a notification. On by default for every linked account.
Several Google Ads accounts per workspace. Add accounts with + Add another account, switch between them at the top of the page; the lifecycle report combines them.
The per-lead message cap is no longer a dead end. Approving a draft, replying yourself, or Resume AI on this lead lifts it, and admins are told when a lead is paused — opt out under notification preferences.
Details: Google Ads setup and Answering leads.

v1.25 — Transcript retention, per agent

2026-09-09

Set how long transcripts are kept. A new page under Settings (the gear icon) → Access & security → Transcript Retention lets a workspace admin set a window, in days, after which the content of chat sessions, calls, text threads, email threads and imported meetings is removed. The conversation record stays — dates, participants, outcome, counts — and each one shows when its content was removed.
Nothing changes until you set a window, and nothing is removed until you say so. Retention is Off for every workspace, and a blank window anywhere means kept indefinitely. Turning it on lands in Report only: once a day the page lists what the windows would remove, and removes nothing. Review the list under Review and remove, tick conversations or take the whole report, and type REMOVE to confirm — every removal is re-checked against its window as it runs and lands on the Audit Trail with your name.
Automatic removal is a deliberate second step. Automatic — daily removal without asking — can only be chosen from Report only, after at least one report exists, and by typing AUTOMATIC. Stepping back down never needs a confirmation.
Per channel and per agent. Give a channel its own window on the same page, or open an agent (chat, SMS, voice or mail) and set Transcript Retention on its form: inherit, a custom window, or Keep forever.
Choose what removal means. Content only removes the messages, transcripts, recordings and attachments and keeps the AI summary; Content, summaries and quotes also removes the AI-written prose and the quotes extracted into CRM signals, mentions, commitments and training threads.
Preview before you save. The page counts what the settings on screen would flag, and every hand removal and automatic run leaves a row on the Audit Trail. Details: Transcript Retention.

v1.24 — Voice and Mail Agents get their own URLs

2026-09-08

The URL now says what the page says. Voice Agents moved from /campaigns to /voice — the list at /voice, and each agent's view, edit, calls and use pages under /voice/<id>/…. Call detail stays at /calls/<id>. Mail Agents moved from /strategy to /mail — the list at /mail, the quick-start wizard at /mail/wizard, and each agent's view, edit and list-settings pages under /mail/<id>/…. Nothing else about the pages changed.
Every old link keeps working. Bookmarks, notification emails and in-app notification links to /campaigns/… redirect to the new address, including the call you were sent to. There is nothing to update on your side.
The last "Campaign" and "Strategy" labels on those pages are gone. Voice pages now read Edit Voice Agent, Back to Voice Agents, Use Voice Agent and Agent Name; mail pages read New Mail Agent, Edit Mail Agent, Back to Mail Agent and Agent Name — matching the menu entries (Agents → Agent Types → Voice Agents / Mail Agents).
Send Campaign is unchanged. The one-off email/SMS wizard stays at Agents → Workflows → Send Campaign (/campaigns/send).

v1.23 — Workiz bookings tell both sides

2026-09-03

Your team hears about every agent booking. Two new events under Settings → Notification preferences — An agent booked a Workiz job and An agent moved a Workiz job — fire the moment the write to Workiz succeeds, with the customer, the time window, the address, the crew notes, a link to the job and which conversation produced it. On for email by default for anyone who can manage settings; add a dispatch inbox as an extra recipient.
Your customer gets a confirmation — in your words. Workiz does not reliably confirm a job created through its API. In Settings → Integrations → Workiz (section 6) choose a sender identity or send as an agent that already has a from address (its signature comes along unless you pick another), edit the Booked and Moved templates with tags like {{when}} and {{address}}, watch the live preview, send yourself a test, and turn it on. Sent by the platform with the values written to Workiz; no AI in the loop; never a price. See Workiz → Step 7.
Platform emails are now in the Sent Emails report. Booking confirmations, billing and verification mail used to be reachable only by direct link; they now appear under the Platform filter in Sent Emails.

v1.22 — Send a campaign in five steps

2026-09-01

A campaign wizard for one-off sends. Agents → Workflows → Send Campaign (also + New → Campaign) sends an email or SMS campaign to a list: write the message yourself with personalization tags such as {{first_name|there}} and a fallback for missing fields, or let an existing email strategy or SMS agent write one message per contact. Add timed follow-ups, choose a sender identity or borrow an agent's, and schedule it now, once, recurring, metered, or manual. The wizard compiles to an orchestration, so pause, stop, log, and builder all work as usual.
Start from wherever the audience is. Select contacts or leads and click Send campaign; use the megaphone on any list or the Send Campaign button on a list page; or take the Send a campaign to this list next step straight after an import.
A Recipients tab on every campaign. Per-person outcomes — suppressed, skipped, failed, sent, delivered, opened, clicked, replied, with bounced and opted-out flags — in a funnel per step. One click turns non-responders, clickers, or repliers into a list and opens the wizard on it. Opted-out contacts never travel into a cohort, and the tab says how many were held back.
Honest engagement numbers. Unsubscribe clicks are never counted as engagement, plain URLs in your body become clean links whose text is the URL itself, and the funnel carries a caption explaining that some providers register opens at delivery — opens are an upper bound; clicks and replies are the firmer signals.
SMS campaigns pace themselves. Sends are rate-limited per sending number (default 0.8 messages/second on a long code, adjustable per number under Settings → Channels → Phone Numbers), carrier rate-limit responses are retried rather than failed, and multi-part messages are an explicit opt-in with a live segment counter — recipients still get one continuous text.
One row per SMS conversation on the timeline. A campaign send, the agent's replies, and the customer's replies now appear as a single Activity Timeline row on the contact and the company, with a You: / Them: summary of the latest message and counts of sends and replies. The reply count on the contact's vitals includes campaign-thread replies.

v1.21 — Google Ads: Local Services leads, answered and attributed

2026-08-19

Connect Google Ads and every campaign type reports in one place — Local Services, Search, Performance Max and Display — with spend, conversions, impression share and top search terms where each applies.
Local Services goes further: an SMS agent answers your message leads through Google's own channel, usually within one poll interval. Every lead — message and phone alike — becomes a CRM contact you can filter, list and enrol in campaigns. Connecting is self-serve — your Google Ads account ID and one button at Settings → Channels → Google Ads · Local Services, with approval inside 24 hours.
Reply yourself from the conversation. Local Services threads now carry a Reply via Google button that appends to the conversation the consumer is actually reading, rather than sending a separate text.
Human takeover is yours to configure. When you reply by hand, choose whether the agent keeps replying, drafts for your approval, or stands down — per lead, with a one-click undo on the thread. A reply typed in Google's own dashboard is detected too, and an account-wide setting decides what it means. It arrives unset and changes nothing until you choose.
Attribution that names its own method. The Google Ads Lifecycle page joins daily spend to leads, jobs and paid invoices, and shows which rung matched each record — a stamped identifier, a person's confirmation, or an email or phone match. Cards whose data does not exist say so instead of showing zero.
Response time measured from Google's timestamp, which is the metric Google ranks advertisers on — not from when KarmaFlow noticed the lead.
Answering message leads is generally available. Connecting is self-serve and it runs on customer accounts today.
Private beta: calls answered by a voice agent — Local Services call leads, and call extensions on Search and Performance Max. In development, not available yet. Request early access.
Five guides, starting with Google Ads & Local Services.

v1.20 — Workiz: agents that book field-service jobs

2026-08-14

Connect a Workiz account and your agents can look up jobs and leads, check who is free, book appointments, reschedule, assign technicians, capture leads and record payments — on voice, chat, SMS, email strategies and task agents alike. Setup is a five-step checklist at Settings → Integrations → Workiz.
Booking is guarded. Workiz accepts a double-booked time without complaint, so KarmaFlow re-checks the slot against a freshly pulled schedule immediately before writing. A repeated booking returns the original rather than creating a second job.
A readiness banner tells you what is still off, and what it costs — not just which steps are incomplete. Because Workiz has no delete, an unguarded booking is permanent, and the banner says so.
Payments require explicit confirmation with the customer before an agent records one: no API can void a payment, and Workiz cannot reverse one at all after 60 days.
On voice, agents now speak while they work — "let me check the calendar" — instead of going silent during a lookup.
Two guides: connecting your account and what your agents can do, including the platform limits worth designing around.

v1.19 — Reply from your inbox, with AI attachment analysis

2026-08-13

Reply directly from a group inbox thread — correct threading in the recipient's mail client, CC, signatures, and file attachments. Each inbox carries a Reply from default (set via Edit on the inbox page), so replies go out from the address the sender originally wrote to, with the full sender-profile dropdown available per message.
Attachments are stored privately and open from the thread — served through an authenticated download, never a public link.
Analyze any attachment on demand — one click returns a document-type badge, a one-line summary, and extracted fields for financial documents (images, PDFs to 8MB, .docx). Billed per analysis, saved on the attachment so you only pay once.
Optional auto-analysis for inbound attachments — tenant admins can opt in under Tenant Settings → Agents & AI → Attachment Intelligence, with file-size, file-type, per-inbox, and daily-cap brakes. Off by default.
Group Inboxes moved to the CRM menu — find it under CRM → Daily work, next to My Day.

v1.18 — Route your own email addresses into KarmaFlow

2026-08-13

A new step-by-step guide for getting mail in — point an address on your own domain at a contact timeline or a shared inbox, with separate recipes for Google Workspace and Microsoft 365, and for the two cases that need different handling: a shared address like support@, versus an existing person's mailbox that must keep working normally. See Routing Your Email Into KarmaFlow.
Attachments now arrive with inbound mail to a group inbox. Previously the message body was captured and its attachments were silently dropped.
Group inboxes are open to every workspace, no longer hidden behind the Data Analyst feature, and each inbox can now be renamed, deleted, and loaded with mailbox history (mbox import) from its own page.

v1.17 — Spend limits you set yourself

2026-08-12

Cap usage charges, account-wide or per service — a new Spend limits card on your billing page sets a ceiling on what the workspace can run up in a period. Reaching it refuses the work it governs until the next period or until the limit is raised; fixed subscription fees are never counted.
You can always see which limit is binding — where your limit and your plan's ceiling both apply, the tighter one wins, and the card says which in plain words rather than leaving you to compare two numbers.
Alerts at 80% and 100%, separately for the account-wide cap and for each service that carries its own limit.
Billing Admins can reach the page. The seeded Billing Admin role (billing:read + billing:manage) now has its own way in via your user menu → Billing & Spend Limits; a viewer with billing:read alone sees the same figures read-only. See Spend Limits.

v1.16 — Phone system integration for voice agents

2026-07-26

PBX pre-call context (3CX-style) — inbound voice agents get a new Phone System tab: your phone system POSTs caller context (like IVR selections) to a per-agent webhook right before bridging the call, and the mapped fields are injected into the agent's context and available as {{placeholders}} in its instructions.
Collected call values with a hang-up gate — define the values the agent must gather during the call (text, number, yes/no, or picklist, each optionally required); the agent can't end the call while required values are missing, and caller hang-ups still deliver partial results flagged incomplete.
Post-call telemetry, pull or push — your phone system can POST after the hangup and receive call telemetry plus collected values in the response (with a safe-to-retry pending state), or KarmaFlow can push the results to your URL — HMAC-signed, with retries and a Send test button. See Phone System Integration.

v1.15 — Page-targeted widget messaging

2026-07-22

Page-targeted user instructions — the chat widget greeting's guidance line can now change per page. Add instruction variants under Widget → Page-Targeted User Instructions: the first enabled variant matching the visitor's page is shown, and everything else falls back to your default Static User Instruction.
Point-and-click URL rule builder — nudge (attention message) rules and instruction targeting are now built from dropdowns — Page URL / Page Path / Hostname with operators like contains, does not contain, starts with, ends with, and glob patterns (/blog/**) — in the style of Google Tag Manager, replacing the old raw-JSON rule fields. Existing rules keep working and open right in the builder.
Clearer nudge controls — per-message "only show" / "never show" page rules with a condition-count badge on each message, a Never Show On (Global Block Rules) builder that per-message rules can't override, and readable rule summaries on the agent view page. See Widget Greeting & Nudges.

v1.14 — Helpdesk, Tenant Brain & a CRM comms upgrade

2026-07-17

Helpdesk — a full AI-native support desk — a new Helpdesk module with a ticket queue (triage, assignment, SLA response/resolution timers, and round-robin routing to teams), a branded customer portal where your customers sign in to open and track their tickets, and multi-channel intake so inbound email, SMS/MMS, voice, chat, and web forms all become tickets. AI triages incoming tickets and drafts replies, with a human approval queue so nothing goes to a customer unreviewed.
Support Knowledge Base & the Knowledge Flywheel — publish help-center articles that serve both your customers and your AI agents. Solved tickets are distilled (PII-scrubbed) into insights that feed a Recommendations review queue surfacing what's worth writing or fixing, and an approved recommendation can be turned into a KB article in one step.
Helpdesk reports & CSAT — ops, CSAT, SLA, and AI-performance reporting with Trends, Impact, and Team tabs, a custom report builder, and post-resolution CSAT surveys.
Helpdesk automations (journeys) — milestone-driven outbound over SMS, email, and voice, governed with confidence gates and human-above-the-loop, including in-call confidence routing and voice CSAT.
Tenant Brain — versioned business knowledge your agents share — a new per-tenant knowledge base in the Open Knowledge Format that every agent type (voice, chat, SMS, task, email, document) can read, search, and propose additions to. Brain Genesis seeds it by crawling your site and scanning uploaded documents and your CRM on a schedule, and published knowledge is embedded across your vector stores so agents answer more consistently.
Brain browser, graph view & trust controls — browse and edit the Brain under Knowledge → Tenant Brain, see how concepts connect in a graph view, and govern agent-proposed knowledge with graduated autonomy and a trust ledger so proposals earn their way to auto-publish. A content-quality check gates what's allowed in.
Send emails and texts by hand from the CRM, with AI compose-assist — reply, follow up, or start a new email or SMS straight from a contact, with an AI assistant that drafts the copy for you. A new call dialer adds a slide-over keypad, in-call notes, and DTMF tones.
Schedule sends for later — queue reply and follow-up emails or texts to go out at a chosen time, track them under CRM → Scheduled Activities, and get alerted if a scheduled send fails.
CRM attachments & financial records — quick-upload files to any record (with opt-in AI document analysis), mass-upload contacts and companies, and promote uploaded estimates and invoices into first-class financial records on contact, company, deal, and lead pages.
Agent Prompt Studio — an AI creator/optimizer that writes and refines your agent instructions, plus one-click starter-instruction examples on every agent form and a cleaner, progressively-disclosed Tools tab with a shared recommended tool set across channels.
Agent performance monitoring — a cross-channel performance rollup on the dashboard with per-agent drill-down (KPIs and lowest-scoring conversations) and periodic AI insight reports on your weakest performers.
AI access governance & per-surface billing — control which members can use which AI features, with AI usage now metered per surface and consolidated governance visibility.
Smarter chat & voice agents — a new get_weather tool for chat agents, overridable inactivity check-in and session-ended messages, transcripts that cross-link as a conversation is handed between agents, and Widget Identity Verification so a signed-in visitor's identity is confirmed in the chat widget.
Reliability & polish — create/save actions are now idempotent and guard against double-click duplicates, orchestrations flag misconfigurations when you save them, list views surface load failures with a retry instead of showing empty, and an in-app Help Center is now reachable from the top navigation.

v1.13 — CRM command center, power-user lists & smarter agents

2026-07-03

Redesigned CRM detail pages — every contact, lead, company, and deal now opens with a full-width hero (avatar, inline-edit name, inline email/phone, status chips, and grouped action buttons), a deterministic vitals strip below it (last touch, inbound vs outbound responses, a blended cross-channel engagement rate, and a Warming / Steady / Cooling / Dormant trend with a plain-English reason), and collapsible sections your browser remembers.
Recommended next move — an AI-chosen, prefilled action card sits atop each record, grounded in your own conversation history. The AI picks only fitting actions from a fixed catalog (create task, draft email, log note, new deal, add tag, set lifecycle) and one click opens the right surface already filled in — or shows nothing when there's no clear next step.
Engagement cadence setting — vitals windows are now tenant-configurable, because cadence is business-model-specific (B2B runs slow, B2C/support fast). Pick a B2B (60d) / B2C (21d) / Custom preset or set explicit base / cooling / dormant day thresholds, with per-pipeline and per-lifecycle overrides.
Power-user list views — an inline Filter / Sort / Columns toolbar on Contacts, Companies, Deals, and Leads, so you can shape a list ad-hoc without leaving for the Views page. AND/OR/nested filter groups, removable filter chips, your tenant custom fields as filterable/sortable columns, and Save as view / Update view.
Activity & intent filters — filter records by a related record ("has an email sent after…", "no open task", "has a deal in stage X") and by AI signals (buying intent, sentiment, relationship temperature, confidence) surfaced from Relationship Intelligence.
Ask AI to build a filter — describe the segment in plain English and the AI turns it into a structured filter, validated against the allowed fields and operators, loaded into the toolbar for you to tweak.
Segment actions (Organize) — act on the whole filtered segment, not just the visible rows. A select-all-matching banner unlocks add-to-list, new list, tag / untag, assign owner, enroll in a sequence, create a task per record, and delete across everything that matches — not just the current page.
Your list layout follows you — filter, sort, and column preferences now save server-side per user, so your working view is the same on every device.
Complete record timelines — every action taken on a contact, lead, or company (not just deals) now writes to that record's activity log: notes, tags, owner changes, contact ↔ company links, lifecycle changes, merges, and more. A unified engagement & activity timeline spans all detail pages, with slide-in drawers to open any row in place, and processed web-form submissions now appear on the contact timeline too.
Mobile-optimized CRM — below tablet width, list pages render a mobile-native experience: compact rows with activity chips, sticky A–Z headers with a scrubber, filter chips, a thumb-reachable bottom tab bar, and a floating add button. The desktop UI is untouched.
Refreshed look — dark and light themes realigned to the Karmaflow palette (neutral-charcoal dark mode with clearer surface elevation, a deeper indigo accent, higher-contrast link text), plus a decluttered list-page toolbar with a single primary action and calmer secondary/cleanup buttons.
Live chat-agent preview — the chat agent editor now previews against the real engine using a sandbox copy of the agent, including your unsaved edits, so replies have full production fidelity — tools, RAG / vector stores, MCP, and memory. A live tool-call inspector shows each call's parameters and result as it runs.
Agent-to-agent chat handoff — configure, per chat agent, which agents it may hand a conversation to and the circumstances for each. Ownership transfers on the session and every handoff is recorded, so a conversation can move through a chain of specialists with a full history.
Cross-agent enrichment — give any voice, chat, SMS, or task agent context from a contact's most recent interactions with your other agents, with the set of agent types configurable per agent, plus a tool to pull a full transcript on demand.
Pick vector stores from a list — agent forms now show your vector stores with name, description, and file count to check off, instead of typing comma-separated IDs. Already-referenced stores are preserved even if they're not in the list.
Analytics dashboard refresh — a readable AI Account Overview briefing that stitches your sentiment, channel volume, and CRM signals into a short written summary (role-scoped: admins and analytics managers see all accounts, everyone else sees the accounts they own), period-over-period comparison pills on metric cards, a richer landing-pages table, polished zero-data empty states, and hardened chart rendering.
Per-agent usage in billing — the tenant billing screen now breaks agent-attributable usage down by the agent that generated it, with an Unassigned / unattributed rollup so the totals still reconcile.
Voice IVR & extensions — a new send-DTMF tool lets voice agents navigate phone menus, and outbound calls dial a contact's extension automatically (from the contact field or trigger context).
Full prompt for super admins — call and chat detail pages now expose the exact assembled LLM prompt (super-admin only) for debugging.
Cleanup & fixes — the Apollo (apollo.io) enrichment integration was removed end to end; the CRM activity filter no longer reports Chat and SMS sent as 0; orchestration batch-email no longer reports partial sends as full successes; and several smaller crashes and edge cases were fixed.

v1.12 — Cal.com scheduling, the data analyst over MCP & safer controls

2026-06-17

Cal.com integration — connect one or more Cal.com accounts so agents can check availability and book meetings. KarmaFlow connects through Cal.com's hosted MCP server over OAuth 2.1 and manages token refresh for you, so there are no API keys to copy. Configure it under Settings > Cal.com, then point an MCP server at a specific account.
Multiple Cal.com accounts per workspace — give each account a name (per team, calendar, or brand), pick a default, disconnect or remove independently, and pin individual MCP servers to the account they should use.
Ask the data analyst over MCP — a new ask_data_analyst tool on the built-in MCP server lets external AI agents ask natural-language questions about your communication activity. It's the same analyst behind the embedded chat on the analytics dashboard and returns a written answer, the query it ran, and any chart it generated.
Hard Stop for orchestrations — alongside the existing soft Pause, you can now Stop a workflow to immediately cancel its spawned-but-not-yet-run work: pending jobs, queued (not-yet-dialed) calls, and a recurring workflow's self-reschedule loop. Calls already in progress finish naturally. Use it to halt a campaign that's actively sending or dialing.
Global rules always apply — the per-agent opt-out has been removed, so workspace-wide guardrails are now enforced consistently across every agent.
Permissions enforced end to end — navigation menus, create/edit/delete action buttons, and the underlying routes and APIs now hide and block consistently based on each member's agent and CRM permissions, so members only see and do what their roles allow.

v1.11 — Granular roles & permissions

2026-06-05

Custom roles — define your own access levels with fine-grained, per-feature permissions, so each teammate gets exactly the access they need.
Suggested defaults out of the box — start from ready-made Manager, Member, Viewer, and Billing Admin roles (alongside the full-access Admin), then tweak them or build your own.
Per-object CRM permissions — grant view, create, edit, and delete independently for Contacts, Leads, Companies, Deals, Tasks, and custom objects. Let a rep edit Deals but only view Contacts.
Per-channel agent permissions — scope access to specific agent types, so you can have, say, a chat specialist who only sees Chat Agents and nothing else.
Multiple roles per member — stack roles on a person; their access is the combination of everything their roles allow.
Menus adapt to each role — navigation now shows only the areas a member can actually use and hides the rest.
Assign roles from the Users page with a simple multi-select.
No disruption for your team — existing members keep their current access until you assign them roles, so you can roll permissions out at your own pace.

v1.10 — Meetings, smarter enrichment & a wave of refinements

2026-06-03

Meetings — import meeting audio or paste a transcript (auto-transcribed) and associate it to contacts, leads, and companies with AI-suggested matches. Linked meetings appear on CRM timelines as interactions, alongside calls, emails, and chats.
Self-service onboarding — sign up, request to join an existing workspace by its URL, and track your request status, with a cleaner request history and resend-invite flow.
AI web-search enrichment — the Enrich action now pulls live web results for contacts, leads, and companies, on top of your own data.
Company detail editing — edit a company inline from its detail page, with AI-ranked suggestions for which contacts to attach. New companies seed their name and domain from the originating contact.
Saved Views, more consistent — switching a view reliably applies its sort and columns across Contacts, Companies, and Deals, plus a new Last updated option for filtering, sorting, and columns.
Stronger email deliverability — outbound sends flow through a fair-share rate limiter with warm-up ramping and adaptive backoff to protect your domain reputation during big campaigns.
Streamlined agent models — every agent type (voice, mail, chat, SMS, task, document) offers the Gemini Flash 3 / 3.5 lineup, with new agents defaulting to Gemini 3 Flash.
Faster voice-agent setup — outstanding configuration items surface as jump-links right in the header so you can finish telephony setup in fewer clicks.
More reliable orchestrations — recurring triggers no longer self-stall, post-wait steps schedule correctly inside for-each and branch containers, and for-each items carrying a phone or email auto-create or update the matching contact.
Forecast leaderboard shows owner names instead of IDs.
Meetings moved into the CRM menu (from Data) for quicker access.
Duty Schedule fixes — the Notifications tab and SMS delivery no longer break on hidden characters pasted into phone numbers, and on-call replies now include the customer contact so the responder can call back directly.
Document polish — set tenant default values for document template tokens, manage a replacements dictionary, and drag signing fields across page boundaries.
Quality-of-life fixes — forgot-password emails now send reliably, the register form no longer loses focus while typing, and the date/time picker icon is visible in dark mode.

v1.9 — Document Agents & built-in e-signature

2026-05-25

Document Agents — configure AI generators for any business document type (contracts, proposals, quotes, invoices, offer letters) with their own prompt, tools, model (default Gemini 3.5 Flash), output formats, hardcoded boilerplate sections, and signer roles.
Ten built-in templates ship out of the box and install with one click: Mutual NDA, One-Way NDA, MSA, SOW, Consulting / Independent Contractor Agreement, Sales Proposal, Sales Quote, Invoice, Employment Offer Letter, Letter of Intent. Every template is fully editable once installed.
Streaming AI generation — pick a template, fill in context, watch sections land one at a time in the editor. Renders simultaneously to PDF, DOCX, and HTML.
Hardcoded "carbon-copy" sections — paste legal boilerplate (governing law, severability, force majeure) that gets inserted verbatim on every document of that type and is locked from AI edits.
Global sections library — reusable headers, footers, clauses, and signature blocks shared across many document types, with {{variable}} substitution at render time.
Visual signing-field placer — drag and drop signature, initial, date, text, and checkbox fields onto the rendered PDF preview. Per-signer color coding, drag-to-resize, click-to-delete.
Self-hosted e-signature — no DocuSign, no per-envelope fees. Each signer gets a unique tokenized link and signs in an ESIGN/UETA-compliant portal that captures consent, IP/UA, and either a drawn-on-canvas signature or a typed name.
Sequential or parallel signer routing — pick per document or lock at the template level.
Recall + Reset actions for stuck documents — pull an in-flight document back to Approved (resets signers, invalidates old links) or all the way back to Draft for a full rework. Old signing links stop working immediately.
Final stamping with Certificate of Completion — every signed PDF gets stamped signatures, a cert page with the full audit trail (timestamps, IPs, user agents per signer), and a SHA256 integrity hash so any future tampering is detectable.
Attach to CRM — Document Agents declare which entity types (contacts, leads, companies, deals) they apply to. Each CRM detail page gets a Documents card with a filtered template picker, and the counterparty signer auto-populates from the attached record.
Editor with embedded PDF preview tabs (Draft / Place fields / Signed), per-signer status pills, reminder buttons, audit trail, and integrity-hash badge — plus a Documents list filterable by status, agent type, or attached CRM record.

v1.8 — Web Analytics platform

2026-05-22

Web Analytics platform — privacy-respecting, first-party page-view and event tracking for any site you operate. Drop a snippet, see real visitors live.
Realtime dashboard — live event stream with per-tenant capped buffer; visitors appear within seconds of loading your page.
Site Overview powered by daily rollups with auto-fallback to live BigQuery and a freshness pill so you always know when the data was last refreshed.
Web Performance dashboard with Core Web Vitals (LCP, INP, CLS) measured from real visitors, not synthetic monitors.
JS error tracking with grouped dashboard — see which JavaScript errors are hitting real users, with stack traces, browser/OS breakdown, and frequency.
Funnels — multi-step conversion analysis with both event-grouped and user-grouped modes (identity-stitching parity with cohorts).
Cohort retention analysis with a BigQuery-direct heatmap UI.
Tag Manager with multi-draft workspaces, version history, and one-click rollback. Container publish replicates the GTM experience without the third-party blob.
AI tag suggestions (Gemini) — point the AI at your live site, get suggested tags and tracking events, then one-click promote any suggestion to a permanent EventDefinition.
Preview mode + AI element picker for tag-rule construction — click on your page to pick the element a rule should fire on.
Identity stitching — visitor_id ↔ user_id resolution feeds both cohort retention and user-grouped funnels.
First-party CNAME proxy + DNS verification — serve the tracker from your own domain to dodge ad-blockers, with snippet auto-switching when DNS verifies.
Auto-collected events out of the box — scroll depth, form submissions, web vitals — no custom tags required.
Server-side event ingest with HMAC-signed auth for server-to-server tracking.
Live Events debugging table — see every incoming event as it arrives with full payload, useful when wiring up new tags.
IP → geo enrichment via geoip-lite — country, region, and optional city auto-populated on every event.
Persistent sidebar nav on every analytics sub-page, plus Web Analytics moved to the top of the Data menu.

v1.7 — Sales velocity & Relationship Intelligence

2026-05-22

Relationship Intelligence card on every contact, lead, and company detail page — surfaces temperature, intent signals, risks, and the recommended next move grounded in your own conversation history. Extraction now covers signals, snapshots, and lifecycle changes; opt-in backfill rebuilds intelligence for existing records.
Global "+ New" menu in the top bar — create a contact, lead, company, deal, task, or note from anywhere without navigating away.
Drill-downs everywhere — Forecast tiles, CRM dashboard widgets, and "Most relevant context" items are now clickable.
Cross-link actions on every CRM detail page — jump from contact ↔ deal ↔ company in one click with the right context pre-loaded.
Full deal edit from the deal detail page — stages, dates, value, custom fields all editable inline. No more bouncing to a separate edit screen.
Email actions + keyboard shortcuts — quick-reply / forward / archive from inbound-email detail, plus j/k row navigation and g d / g c / g l jumps across the CRM.
"Log note" button pinned to the top bar of every CRM detail page.
Call vs meeting outcomes are now visually distinguished from plain notes in the CRM timeline.
Voice call tool calls render as separate call + result entries in transcripts, easier to scan.
New Deal modal stability — rebuilt to scroll cleanly on short screens, escape backdrop-blur layers, and stop overflowing the viewport.
Notes panel uniform across contact, lead, and company pages; lead notes now surface regardless of which entrypoint created the lead.
Email-related cards on the dashboard grouped into a dedicated "Email & Messaging" cluster.
Platform Assistant default model switched to Gemini 3 Flash for faster in-app AI responses.
CRM Tasks card no longer crashes when subtasks signal a refresh; card-view checkboxes no longer hijack the click and navigate.

v1.6 — CRM Tasks, inbound email & record ownership

2026-05-21

CRM Tasks overhaul — task type, status workflow, recurrence, subtasks, and multi-record associations. A new Task Detail Modal surfaces every field with inline comments and subtasks; a side drawer adds an activity log and Log complete with outcome so closing a task captures what happened alongside done. Tasks now sit above Notes on contact, lead, and company detail pages.
Inbound email — every workspace gets a dedicated address at <tenantId>@sys.karmaflow.ai, with the Mailgun route auto-provisioned (no DNS step). Configure a default owner and a pre-filter agent per inbox. Inbound messages auto-associate to every party in from/to/cc/bcc, surface on the contact and company interactions timeline, and open a dedicated inbound-email detail view when clicked. Senders on a tenant-owned domain no longer spawn phantom contacts.
Email Settings & Notifications — the Mailgun page is renamed Email Settings in the UI and user-visible Mailgun branding is gone. A new Notifications page holds tenant-scoped sender profile settings.
Assign records to users — contacts, leads, deals, and companies now have an owner. Filter and sort lists by assignee.
Link contacts ↔ companies from either side — the Add Contacts modal on a company suggests likely contacts to attach, and the relationship can be created from either detail page.
Limited-time prompts for agents — schedule prompt overrides that activate within a window via {{limited_time_prompts}}. Useful for seasonal pushes, time-bound offers, and short campaigns.
Gemini 3.5 Flash is now selectable on every agent type.
Per-tenant default country code — set once in tenant settings and it's applied across every phone exit point (dialer, voice agents, SMS sends, click-to-call).
Safer contact importer — unmapped email columns now raise a visible error instead of silently dropping rows. Mail-agent sends with an empty subject or body are skipped rather than dispatched.

v1.5 — Sales OS — pipelines, forecast & AI-grounded sales

2026-05-18

Forecast page — commit / best / pipeline / weighted tiles, funnel by stage, win-rate by source, and a per-owner leaderboard. Filter by pipeline, owner, and close-date window.
CRM Dashboards with eight preset widgets (forecast, leaderboard, funnel, win rate, activity per rep, lifecycle ladder, stuck deals, hottest deals). Pin the ones you want — selection persists per browser.
Configurable pipelines per workspace, each with their own stages, colors, probabilities, and won/lost flags. The Deals kanban gains a pipeline picker so the board renders the stages of whichever pipeline you select.
Saved views with a visual builder — filter rows where the operator dropdown adapts to the field type (text gets contains, dates get between, selects get is any of), sort by up to three fields with Asc/Desc toggles, choose visible columns and reorder them. Private or shared, with a default-view toggle. An Advanced JSON toggle preserves the raw editor for power users.
View picker on Contacts, Companies, and Deals lists applies any saved view in one click.
Spreadsheet view on Contacts, Companies, and Deals — toggle from the toolbar. Inline edit on click (Enter commits, Esc cancels, Tab moves to the next column), sticky header, drag-to-resize columns, multi-select with Shift-click range, and a bulk-action bar with Edit (set one field on every selected row) and Delete selected.
Global semantic search — the Cmd/Ctrl+K bar searches across calls, chats, emails, SMS, notes, activities, contacts, companies, and deals. Match by meaning, not just keyword.
Find similar panel on Contact, Company, and Deal detail pages — closest neighbours from your own data. Lookalike accounts, similar deals, similar contacts.
Most relevant context panel — the top semantically-relevant historical interactions for the current record. Cold-opening a deal? It points you straight at the conversations that matter.
AI-research custom fields auto-populate from a record's own history plus optional web search, with cited sources. No third-party enrichment account required.
Conversation-grounded sales coaching — call-by-call comparison against your top-performer transcripts. Returns strengths, gaps, and concrete coaching drills.
Real-time multiplayer — avatar chips show who else is viewing the same record. Live edits propagate to other open tabs without a refresh.
Recently Deleted — single feed across contacts, companies, deals, and tasks with filter chips and one-click restore.
Detail-page upgrades — paginated Notes timeline with inline add (no more page-load slowdowns on records with hundreds of notes), field-level validation errors inline on every CRM form, redesigned CRM + Agents top-nav as four-column megamenus with per-item descriptions, and a Contact Cleanup merge dialog that scrolls cleanly even for large duplicate groups.

v1.3 — Voice campaigns, editor polish & smarter pacing

2026-05-09

Self-service verified caller ID for outbound voice agents
Streamlined campaign editor with tabbed layout across chat, voice, mail, task, and SMS agents
Voice previews directly on voice campaign create/edit screens
Automatic language detection for voice agents
Card-based agent list view replacing dense tables
Redesigned Tenant Settings with categorized sections
Per-day pacing schedules and a redesigned send-window editor for email campaigns
Pronunciation dictionary with per-agent opt-in packs
Voice billing now split by direction (phone vs voice chat)

v1.2 — Wizards, integrations & a smarter Curator

2026-04-23

Mail Campaign Wizard — 4-step Quick Start for outbound email campaigns
Platform Assistant — persistent AI chat widget available across the app
Google Workspace integration: Gmail, Calendar, Drive, Sheets, Docs, Slides
Microsoft 365 integration: Mail, Calendar, OneDrive
The Curator — per-agent feedback review with a tenant-editable prompt
Tenant-scoped prompt components with sandbox / push-to-live workflow
Sensitive content redaction (Gemini-powered) configurable per API key
Email tracking domains with TLS certificate management and DMARC checks
Contact memories on profile and list pages, plus cleanup, merge & duplicate detection
Orchestration dashboard redesign with operational metrics
Cold transfer for direct SIP call transfers

v1.1 — MCP, billing, duty schedules & widget health

2026-03-14

MCP server with OAuth 2.0 (Claude.ai compatibility) — orchestration builder, agent CRUD, and reporting tools
Duty Schedule with SMS confirmation escalation, voice-agent duty-check, and Rules & Preferences
Tenant Billing — packages, per-contract overrides, and a tenant-facing billing page
Admin tax management with province / state lookup
For-each iterator and recurring / looping workflow primitives in orchestrations
AI spam scoring for form submissions plus daily call budget controls
Widget Health dashboard with hero cards and FAILING / DEGRADED / HEALTHY status
Tenant P&L screen and platform cost configuration
Effort / verbosity controls for all agent types; Gemini 3 Flash support
Tenant-scoped user management and agent revision history
Configurable dead-air timeout for voice campaigns

v1.0 — Initial release — orchestrations, search & analytics

2026-02-18

Canvas-based orchestration flow builder with full-screen editing
Hybrid search engine (exact + fuzzy + semantic) with global Cmd+K search
Public help center with 39 documentation articles
Email-to-form submission with AI field extraction and discovery mode
Campaign-style dashboard with channel delivery stats (opens, clicks, answer rate)
Orchestration analytics dashboard and Escalations Drill-Down Explorer
Background-audio toggle for voice campaigns
Trigger context passed to voice, email, and SMS agents in orchestrations
CRM contact linking on chat and voice pages