Changelog #8

Salestrics AI

Public demo

• Try before you sign in — ai.salestrics.com offers a signed-out demo chat so prospects can experience Salestrics AI with a generous free allowance per visit.
• Upgrade path — when the demo allowance is used, visitors are prompted to sign in for full Assistant access on their org’s plan.

Admin guardrails

• Per-app AI controls — organization administrators configure which apps can use AI, workflow limits, bulk automation caps, token ceilings, and approved tools from Admin → AI.
• Unified runtime — embedded AI in Workspace, Mail, and Orbit now shares the same guardrails and token metering as the main Assistant.
• Cross-app intelligence — Assistant can summarize and answer questions using live data from Resolve, Ledger, Workspace, Insight, and Connect where your org allows it.
• Embedded AI panels — summarize, draft, and analyze shortcuts on Momentum, Resolve, Ledger, Insight, and Dashboard home screens (Flow and Workforce coming soon).

Assistant reliability

• Session safety — replies and streamed tokens stay tied to the active chat; the composer blocks while a session loads so nothing lands in the wrong thread.
• Guardrails in the UI — Assistant surfaces honor org token limits and policy settings, not only the chat API.
• Faster sidebar — chat history loads from lightweight summaries instead of fetching every message up front.
• Streaming polish — plain text while a reply generates, formatted markdown after; smoother scrolling during long responses.
• Module preferences — which modules you show in Assistant now syncs to your account, not just this browser.

Applications & launcher

• Custom applications — org-built custom apps appear in the desktop and mobile launcher with pin and recent tracking.

Dashboard

• Faster home dashboards — Momentum and Ledger dashboards load summary metrics without pulling entire CRM tables into the browser.

Momentum & CRM

• Server-side list pagination — standard CRM lists fetch one page at a time with search, list views, and owner scope handled efficiently.
• Quotes & files — quote and file modules use the same paginated list shell as core CRM objects.
• Trash auto-purge — soft-deleted records in Admin → Trash are permanently removed after the 30-day retention window.

Workspace

Docs

• Google Docs–style editor — AI panel, find & replace, CRM data references, status bar, print layout, and template gallery.
• Word-grade formatting — H4–H6 headings, subscript and superscript, line spacing, manual page breaks, table merge and split, headers and footers in print, view-only lock, and richer DOCX export.

Sheets

• Google Sheets–style UI — formulas, sort and filter, freeze panes, conditional formatting, find & replace, and XLSX fidelity.
• Expanded formulas — SUM, AVERAGE, MIN, MAX, COUNT, ROUND, IFERROR, CONCAT, MATCH, INDEX, SUMIFS, COUNTIFS, TODAY, and more; literals and expressions evaluate correctly.
• Excel-grade editing — fill down, right, and to-end; column filter dropdowns; data-validation lists; relative references adjust on insert, delete, paste, and fill.

Slides

• PowerPoint-style editor — AI assist, find & replace, presenter mode v2, export, and template gallery.
• Deck tools — hidden slides, per-slide transitions, slide numbers and footer, sectioned outline, shapes overlay, tables, AI full-deck generation, and presenter laser pointer with audience window.

Drive, Calendar & home

• Modernized Drive — refreshed Drive UI and workspace home.
• Calendar upgrade — Month, Week, Day, and Agenda views; mini-month sidebar; upcoming list; day detail panel; modal create and edit; week hour grid; and N keyboard shortcut.
• Editor fixes — Docs print layout, Sheets tab and save stability, Present mode unsaved edits, keyboard shortcuts, undo and redo, and export feedback.

Threadmail™ org email

• Default org inbox — new organizations receive a {org-slug}@mysalestrics.com inbox for CRM record threads on signup.
• Reply routing — ref replies carry correct HTML bodies and threading headers.
• Shared mailboxes — Email to Case and Email to Lead shared inboxes configurable in Mail Admin.
• Send As — send from org, Email to Case, or Email to Lead addresses on CRM records.

Orbit (in Salestrics)

• In-app search — search posts, people, and hashtags from /orbit/search.
• Mobile navigation — bottom navigation with Search on tenant Orbit routes.
• @mention notifications — teammates receive notifications when mentioned in a new post.

Connect

• Meeting recordings — recording stops cleanly when the meeting room ends.

Pricing

• Resolve on every plan — pricing page reflects Resolve availability across all tiers.

UI

• Fixed scrolling — sidebar and utility bar stay fixed while main content scrolls.

Docs & sharing

• Customer docs refresh — docs.salestrics.com focuses on setup and product guidance customers need day to day.
• Social preview image — Salestrics and Orbit! sharing cards use the updated Open Graph image sitewide.

Questions?

Get support, email support@salestrics.com, or read docs.salestrics.com.