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What's New

Changelog

We ship features in days, not quarters. Here's what's new in the platform.

3.6.1

Workflow Reliability and Delivery Feedback

Improved Paused and delayed workflows now resume more reliably, including approval branches and multi-step runs
Fixed Email delivery failures stay visible and can be retried without losing the saved action
Fixed Failed workflow actions now report an error instead of appearing complete
3.6.0

Advisor Co-Pilot and Managed Approvals

New Advisor Co-Pilot is now available to advisor teams
New Eligible advisor teams can route Closed Won deals for approval before project creation
Improved Commission import history remains available after later imports
3.5.0

Commissions and Workflow Approvals

Improved Commission imports recognize common Avant, Telarus, and Intelisys files more consistently
Fixed Commission imports no longer report success when no usable rows were imported
New Workflow builders can add a human approval step with in-app and email decisions
New Advisor firms can manage NDA settings and signing experiences from the portal
Improved Portal surfaces and notification emails now share a more consistent visual system
3.4.0

Platform Consistency and Performance

Improved Large import tools, PDF tools, and hidden charts now load only when needed
Improved CRM, commission, and team management screens use more consistent formatting and access controls
Fixed Interactive panels now show a helpful error state instead of disappearing when rendering fails
3.3.0

OAuth Logins & CRM Integrations

New Google OAuth login - sign in with your Google account
New Microsoft OAuth login - sign in with your Microsoft account
New Google Contacts connection for CRM - sync contacts from Google
New Microsoft 365 connection for CRM - sync contacts from Outlook/Microsoft 365
3.2.0

Intelligence & Automation Sprint

New Cost Savings Tracker - track realized and projected savings per client
New Vendor Scorecard - rate suppliers on performance, pricing, and support
New Renewal Playbook - AI-powered negotiation strategies for upcoming renewals
New Actionable Insights - AI recommendations surfaced on the dashboard
New Contract Timeline - visual Gantt-style view of all contract dates
New Executive PDF Report - one-click export for QBRs and client reviews
New Bulk Invite API - onboard multiple clients at once
New Client Health Dashboard - engagement scoring and churn indicators
New In-app changelog - 'What's New' announcements inside the portal
New Quick Actions FAB - floating action button for common tasks
New Business Metrics dashboard - MRR, growth rate, client churn
New Onboarding Progress tracker - guided setup for new clients
New Email notifications for contract renewals and alerts
Improved Mobile responsive audit across all portal pages
Improved Dark mode polish - consistent theming throughout
Fixed Green button text contrast fixed for accessibility
3.1.0

Network & Security Tools

New Network Topology builder - visual drag-and-drop network mapping
New Connectivity Monitor - daily health checks on all circuit IPs
New Network Monitoring dashboard with real-time status
New Help Desk - client-facing service request system
New IP address tracking for connectivity contracts
Improved Contract detail view with circuit ID and account number fields
3.0.0

Ace AI & Document Intelligence

New Ace AI assistant - natural language queries across all client data
New AI-powered PDF contract extraction (vendor, pricing, dates, terms)
New Circuit ID and account number auto-extraction from contracts
New Date signed tracking separate from contract start date
New Document management with inline editing and categorization
New Document types: contract, invoice, quote, roadmap, bill, LOA, amendment
Improved Contract categories expanded: cloud, connect, cyber, CX, AI, mobility, managed IT
2.5.0

CRM Pipeline & Commissions

New Visual Kanban deal pipeline with drag-and-drop stages
New Commission tracking per deal - upfront, residual, and blended
New Supplier directory with partner program tiers
New Deal source tracking and attribution
New Weighted pipeline forecasting
New Activity timeline and deal history
2.0.0

Spend Analytics & Multi-Location

New IT spend dashboard with category breakdowns
New Spend trend charts - monthly, quarterly, annual views
New Interactive donut and bar chart visualizations
New Location-based spend mapping with interactive map
New Vendor concentration analysis
New Multi-location organization support
1.5.0

Contract Management & Projects

New Contract management with document upload and storage
New Project tracking with status workflows
New Organization profiles with employee count and industry
New Contact management with role-based profiles
New Dark/light theme toggle
Improved Dashboard cards with real-time data
1.0.0

Platform Launch

New Advisor OS platform launched
New Executive dashboard with real-time client metrics
New Role-based access control - admin, advisor, and client roles
New Magic link authentication
New Row-level security across all data
New Invite-only registration model