Changelog #10

Here is what we shipped for customers between July 16 and July 19, 2026 — focused on intelligence, collaboration, analytics, and the day-to-day polish that keeps revenue work moving.

Remaining apps graduate to Live

The last five modules still marked Beta in the app launcher moved to Live this period — production-ready for every workspace on eligible plans:

• Connect — meetings and team chat
• Resolve — service desk and cases
• Ledger — invoicing, revenue, and finance
• Insight — analytics and BI
• Auto — workflows and automations

Every module in the Salestrics launcher is now Live. Platform-wide status and shipping updates stay on the System Status Center.

Salestrics AI & Assistant

Intelligence on your dashboard

• Morning Brief — start the day with a personalized summary on your dashboard: what moved yesterday, what needs attention today, and how confident the briefing is.
• Proactive insights — an insights feed surfaces risks, wins, and opportunities; dismiss what you have handled or tap “I’m feeling lucky” for one surprising, actionable suggestion.
• Explain your business — ask what changed, why pipeline shifted, or what to investigate next without leaving the dashboard.
• Workspace memory — tell Assistant to remember facts about your org so future sessions stay in context.

Richer Assistant experience

• Confidence indicators — see when a reply is grounded in live data versus partial context.
• Follow-up chips — one-tap next questions so you do not have to rephrase.
• Action buttons — run suggested workflows directly from Assistant replies.
• Fresh greetings — rotating, time-aware hellos instead of the same static opener.

Executive Companion

• Conversational executive assistant — a voice-reactive AI companion for leaders who want answers and follow-through in natural conversation.
• Plan-based usage — limits scale with your subscription so teams get the right level of access.

Connect → Assistant

• Meeting follow-ups saved automatically — after Connect video calls, AI-generated summaries land in your Assistant history so nothing from the meeting is lost.

Organization AI Instructions

• Org-wide guidance — administrators set how AI should represent your company under Admin → AI Guardrails — tone, priorities, terminology, and boundaries.

Clearer errors

• Plain-language messages — when AI cannot complete a request, you see a helpful Salestrics message — not technical jargon from upstream systems.

Custom Applications AI

• Reliable app drafting — AI drafting for custom apps returns complete results again, with stronger suggestions for data models, views, and automations when you describe what you need.

Connect (meetings & chat)

• Meetings that work end-to-end — voice, listening, and end-meeting flows behave reliably in live calls.
• Connect dashboard — see live activity and collaboration signals at connect.salestrics.com.
• Meetings list — browse past and upcoming meetings with pagination so long histories stay fast.
• Executive virtual tile — a clearer presence tile in meeting layouts for remote executives.
• Camera and microphone — WebRTC audio and video work consistently; org members can join active internal meetings without friction.
• Layout toggle — spotlight and gallery controls match what you actually see on screen.
• AI in Connect — overview summaries, thread-level summarize and draft in chat, and meeting follow-ups surfaced on insights and in Assistant.

Mail & Threadmail

• AI-native email — reply suggestions, tone controls, smart subjects, action items, and CRM-aware drafting in Mail and Threadmail.
• Mail AI panel — an in-app side panel for summarize, draft, and analyze without leaving your inbox.
• Threadmail on records — AI tools on the email UI attached to CRM records.
• Connected context — Mail, CRM contacts, and Assistant share the same picture of each relationship.
• Service request routing — emails to Service Requests land on the correct records.
• Shared attachments — teammates can open attachments from shared and organization mailboxes.

Insight (analytics & BI)

• Modern analytics workspace — SQL editor with schema browser, autocomplete, join suggestions, query history, saved queries and folders, and export.
• Data explorer — browse datasets with schema preview and row counts tied to your organization’s live data.
• Visual reports — line, bar, pie, donut, KPI, funnel, and table charts.
• Dashboard builder — start from executive, sales, support, or finance templates.
• Semantic metrics — catalog metrics such as ARR, MRR, churn, CAC, LTV, and win rate out of the box.
• Collaboration — versioning, permissions, and explainability so teams trust what they share.
• External connections — administrators can provision approved data connections for Insight.
• Live landing counts — module home screens show real database counts for transformations, reports, and metrics.
• Finance privacy — revenue and finance datasets stay hidden from users without finance permissions.

Workspace

• Slides present mode — Open Presentation loads reliably instead of spinning indefinitely.
• Corrupt decks — better recovery when a presentation file is damaged.
• Document save — draft restore no longer blocks auto-save; plain .txt and .md files save as text.
• Docs, Sheets, and Slides — continued reliability improvements across the native editors.

Ledger & Finance

• Invoice printing — print invoices with a more dependable load-and-print flow.
• Cleaner URLs — legacy Ledger paths such as /ledger/invoices redirect to the canonical routes you bookmarked.
• Finance permissions — Ledger modules, dashboard finance KPIs, and Insight finance data respect Finance Agent and Finance Manager profiles.
• Transactions — the same finance permission gate applies consistently across all Ledger surfaces.

Momentum & CRM

• Application access — permission profiles (for example Sales Agent) control who can open Momentum.
• New case shortcut — /cases/new routes to the Cases list instead of a dead end.
• Record security — CRM records respect organization membership boundaries.

Orbit

• Simpler sharing — external Share was removed from posts; Repost remains for amplifying teammates.
• Activity links — links from the activity panel open the correct lead and record URLs.
• Orbit-only plans — teammates on Orbit-focused plans see Orbit without unrelated apps cluttering navigation.

Auto (workflows & automations)

• Bulk automations — run workflows across many records again; bulk runs are enabled by default with sensible guardrails.
• AI automation form — module and list view stay in sync when you pick a workflow or record type.
• Scheduled runs — if the person who created a scheduled automation loses access, the org administrator can still keep it running.
• Monthly limits — bulk automation limits apply consistently so usage stays predictable.
• Permission profiles — Auto respects the same app access rules as the rest of the platform.

Admin & permissions

• Roles that stick — updating a role or profile syncs permissions across the apps that person uses.
• Admin-only areas — Admin, user management, roles, profiles, billing overview, and SSO/MFA settings require an organization administrator.
• Admin indicator — the shield icon in the top bar appears only for administrators.
• Org customization — branding and customization changes require admin approval.
• App profiles enforced — Momentum, Insight, Auto, Connect, Resolve, Flow, Workforce, Orbit, Comms, and Ledger each honor permission profiles at the route level.

Salestrics Resume (free at app.salestrics.com/resume)

• No sign-in required — build a resume for free; anonymous sessions keep your work between visits.
• AI assistance — career prompts, improvement suggestions, and job-match analysis.
• Export — print to PDF, including a fix for mobile PDF export.
• PDF upload — start from an existing PDF when creating a new resume.
• Redesigned experience — charcoal theme and UX polish throughout the builder.

Dashboard

• Morning Brief & insights — see the intelligence section above; your home dashboard is now the front door for AI.
• Finance KPIs — revenue metrics on the dashboard appear only for users with finance view permission.

Billing & AI usage

• Token pack purchases — bonus AI credits apply once even if a payment confirmation is retried.
• Accurate balances — bonus token balances and streaming usage track more reliably.
• Plan limits — production rate limits on AI and automation usage; Executive Companion limits follow your plan.

Plan gating

• Connect and Orbit access — plan checks work correctly on custom domains and hosts without a tenant subdomain, so the right features stay available on the right plans.

Questions?

Get support, email support@salestrics.com, or read docs.salestrics.com. Try the public AI demo at ai.salestrics.com or build a free resume at app.salestrics.com/resume.