Changelog #11

Here is what we shipped for customers on July 21, 2026 — focused on smarter AI, self-service support, admin data tools, and the permission and reliability work that keeps every module trustworthy in production.

AI & voice

Meeting voice that keeps up

• AI V3 meeting voice — fixed voice getting stuck on “Listening”; speech recognition and text-to-speech are more reliable in AI meetings and Connect executive panels.
• Executive meetings — voice meetings use a faster direct path so responses are not blocked by heavy tool loops.
• Microphone and camera — microphone is enabled on /ai/* routes; camera and microphone permissions work on /call/*.

MCP integrations across AI surfaces

• External tool connections — AI can now connect to Stripe, Sentry, Notion, Slack, Linear, and warehouse Postgres across Salestrics AI surfaces — not only inside Insight.

Longer, smarter conversations

• Raised token budgets — Assistant, embedded panels, and App Studio handle longer threads (v2 Assistant up to roughly 24K tokens; App Studio builder up to roughly 32K).
• Smarter v2 answers — v2 uses light reasoning on final answers while keeping tool calls fast.
• Planning UX — Assistant shows a “Planning approach” step before running tools so you can see what it is doing.

AI Dashboard (Beta)

• New launcher entry — AI Dashboard appears in the application launcher for teams exploring the next generation of workspace intelligence.

Digital Executives & Situation Room

• Digital Executives — better governance, meeting session deduplication, pause/resume, and insight deduplication.
• Situation Room — company and agent collaboration events are saved in the database instead of living only in memory.

Support (new)

• Support AI Agent — self-service chat at mysalestrics.com/support for product help, troubleshooting, password reset, and human escalation.
• Signed out or signed in — works without an account for docs and tickets; signed-in users get account, usage, and permissions context — billing questions for organization administrators.
• Separate from Assistant — Support does not use your organization’s Assistant AI token allowance.
• Customer documentation — published guides for how to use Support, when to escalate, and what each access level can ask.
• Clearer workspace states — signed-out and error states in the support workspace are easier to understand.

Admin & data

Data Import/Export

• Admin → Data Import/Export — organization administrators can import and export CSV data across all record modules — built-in modules plus custom organization modules.
• End-to-end workflow — CSV templates, field mapping, validation preview, duplicate detection, background jobs, and email notifications on completion or failure.

Signup & onboarding

• Welcome email — new accounts receive a welcome message after signup and organization provisioning.
• Day-7 follow-up — a second check-in email for new accounts one week after signup.
• Signup wizard fix — the register flow no longer breaks when browser translation extensions (for example Google Translate) are active.
• Launcher status — Resolve, Connect, Ledger, Insight, and Auto now show Live in the app launcher with no early-access or beta badges.

Permissions & access

• Ledger and finance — revenue, expenses, budgeting, invoices, forecasts, and transactions require finance permissions; the dashboard hides finance metrics when you do not have access.
• App gates — Momentum, Insight, Auto, and Connect respect organization app permissions like other modules.
• Admin area — organization settings, user directory, and admin quick view are organization-administrator only; the admin shield is hidden for non-administrators.
• Insight schema — finance and revenue datasets stay hidden from the schema explorer without finance access.
• Plan gates — Connect plan features no longer fail open when a tenant subdomain is missing.
• Finance gate reliability — finance permission checks no longer spin forever when organization context is missing.

CRM, Mail, Connect, Ledger, Resolve

Resolve

• New case shortcut — /cases/new redirects correctly (fixes AI executive 404); default case list improvements.

Momentum & CRM

• Lead to opportunity — contact linking from leads to opportunities is more reliable.
• Record loading — CRM record views load more consistently under load.

Mail

• Reply from sent — reply-from-sent addressing works correctly again.
• Archive and trash — errors surface clearly instead of failing silently.

Connect

• Meeting join errors — meeting join and WebRTC signaling show real error messages on network or server failures instead of silent crashes.
• Plan gate and chat URLs — Connect plan checks and chat channel URL persistence behave correctly.
• Spotlight layout — layout toggle reflects the actual meeting layout state.

Ledger

• Invoice print — print invoices with a more dependable load-and-print flow.
• Bank transactions — plan gates apply consistently on bank transaction surfaces.
• Forecasts — legacy forecast URLs redirect to the canonical routes.

Insight, Workspace, Slides, Orbit

Insight

• SQL editor — comment stripping and validation on load; metric links open the correct destinations.
• Admin layout — standardized admin layout across Insight surfaces.

Workspace

• Draft restore — restoring a draft now triggers auto-save as expected.
• Plain text files — .txt file persistence works reliably.

Slides

• Present mode — presentation mode no longer infinite-loads.
• Corrupt decks — corrupt or HTML-wrapped deck JSON is handled more gracefully.

Orbit

• Simpler sharing — external Share was removed from posts; Repost remains for amplifying teammates.
• Activity links — record activity links route to the correct module instead of hardcoded Momentum paths.

Auto

• Catalog loading — fixed error handling when the automation catalog fails to load.

Reliability & polish

• Production deploy — database migration fix so Situation Room events, signup emails, and Data Import/Export reached production as intended.

Questions?

Get support or try the new Support AI Agent at mysalestrics.com/support. Email support@salestrics.com or read docs.salestrics.com. Open the app for MCP-connected AI, Data Import/Export, and everything else in this release.