Changelog #13

Here is what we shipped for customers between July 28 and August 3, 2026 — faster navigation, clearer plans, operations and mail you can trust day to day, and documentation that matches how the product actually works.

Getting around faster

• New app launcher — Search-first command palette on desktop and mobile. Find and open any app quickly, with keyboard navigation and your pinned apps still there.
• Dashboard layout — Fixed overlapping widgets below the AI section. Shortcuts, calendar, pipeline, and activity now sit in a cleaner layout.

Pricing & plans

• Clearer pricing page — Plan details are written in plain language (teammates, storage, AI credits, integrations) instead of technical labels.
• Plan-based API limits — Connected app usage limits are now tied to your plan, from Free through Enterprise, and shown clearly on pricing.

Help & documentation

• Rewritten help center — All guides on docs.salestrics.com updated for customers: simpler language, accurate workflows, and fewer internal terms.
• New Flow guide — Step-by-step help for inventory, warehouses, purchase orders, and shipments.

Flow (operations)

• Flow is available on all plans — No longer gated behind a separate unlock.
• More reliable day-to-day use — Fixes across inventory, procurement, fulfilment, and record pages: line items save correctly, shipment timelines behave as expected, and list views refresh properly after changes.
• Smarter landing page — Module cards and AI summaries reflect live counts and context.

Connect (meetings & chat)

• Meeting recordings library — Recordings are saved to your Workspace Drive in organized folders, with a dedicated browse page in Connect.
• Automatic meeting summaries — After a call ends, Salestrics AI can generate a recap from the transcript (including late-arriving recordings).
• Meeting history — Review past meetings in one place, including archived sessions.

Mail

• Shared inbox delegation — Admins can give teammates read or send access to shared mailboxes; delegated inboxes appear in the Mail sidebar.
• Email signatures — Create rich signatures for Salestrics Mail and Gmail, with preview and per-account control.
• Better compose & reply — Multiple To/Cc/Bcc recipients, Reply All, pasted recipient lists, and improved threading with Gmail.
• Undo send — Cancel a sent message within the undo window.
• Safer sending — Drafts and sends are handled more reliably; failed sends stay as editable drafts instead of disappearing.
• Fuller mailbox control — Mark read/unread, flag, archive, and trash from Salestrics for synced IMAP mailboxes.
• Search in custom folders — Find messages inside your custom folders, not just the defaults.
• Record-linked email — Send and track email on deals, cases, and other records with proper To/Cc/Bcc and attachments.
• Improved reliability — Fixes across delivery, retries, duplicate prevention, and shared mailbox permissions.

CRM & reporting

• Insight reports run more reliably — Charts and custom reports handle larger datasets and complex filters more consistently.
• Safer rich text in CRM — Notes and formatted content are cleaned up for security without breaking normal formatting.

Security & reliability (sitewide)

• Stronger sign-in and webhook protection — Sensitive endpoints fail safely when misconfigured, instead of accepting bad requests.
• Improved content security — Tighter protections around embedded scripts and user-generated HTML across the app.
• Fair-use API limits — Organization-wide rate limits help keep the platform stable under heavy integration use.

Questions?

Get support or open Support from the app launcher at app.salestrics.com/support. Email support@salestrics.com or read docs.salestrics.com. Sign in for Flow, Mail delegation, and everything else in this release.