July 2026

Updates for July 2026.

Versions

Version	Date	Highlights
2026.7.20	07/30	Quick filters with multiple channels — select several WhatsApps (and other channels) in the same filter
2026.7.19	07/28	Task project automations and templates — Kanban with rules, templates on create, and default stage
2026.7.18	07/27	Rename folders in the AI Agent — edit file folder names with immediate effect for the organization
2026.7.17	07/27	Tax ID in shortcuts — {{customer.document}} variable filled automatically on send
2026.7.16	07/27	Move appointments between schedules — transfer bookings without deleting and recreating, including recurring ones
2026.7.15	07/27	Automatic audio transcription — text in the chat and AI context, with per-channel controls (customer, agent, and WAHA groups)
2026.7.14	07/27	Customer data in documents & schedule — tax ID, contact, and address auto-filled in templates and notifications
2026.7.13	07/18	Research websites — AI Agent tool with Firecrawl or plain HTML, allowlist, and optional web search
2026.7.12	07/18	WhatsApp WAHA — passkey verification when connecting the channel
2026.7.11	07/17	HR / Time clock — punches, schedule, calendar, absences, daily payroll, and push
2026.7.10	07/16	Query API — external API tool, generate routes with AI, and test before publishing
2026.7.9	07/15	Contact, address & CRM — contact/address tools (with GPS), addresses on the record, and first-message context
2026.7.8	07/14	Internal chats — audio, mark read/unread, seen status in DMs, and settings permission fix
2026.7.7	07/10	Funnel search — search customers by name, see stage/position, and open the record
2026.7.6	07/10	Hide closed in the Funnel — checkbox to hide customers whose last conversation is closed/resolved
2026.7.5	07/10	Restrict channels when starting a conversation — control by role or user, hide auxiliary channels, and server-side validation
2026.7.4	07/08	Sequence Shortcuts — multiple messages with configurable interval per shortcut, admin step builder and review modal in chat before sending
2026.7.3	07/07	Checkpoint Node — explicit volume and response rate tracking in flows, with filterable report (period, channel, agent) and sales funnel indicator
2026.7.2	07/03	DeepSeek Support — new AI provider (V4 Flash/Pro models) available with your own key, in the AI Agent, Test Prompt, and Improve Text, with configurable Thinking Mode
2026.7.1	07/01	Flow Test Chat — side panel in FlowBuilder to simulate conversations in real time, with active node indicator, debounce override and split mode with agent view

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Month Summary

New Features (45)

• Quick filters with multiple channels (v2026.7.20) — select multiple channels (e.g. several WhatsApps) in the same quick filter or filters panel
• Templates when creating task projects (v2026.7.19) — Free, By status, By priority, and Simple sprint with ready columns (and rules)
• Task project automations (v2026.7.19) — event/condition/action rules with history and notifications
• Project default stage (v2026.7.19) — pre-selected column when creating tasks in the project
• Rename file folders in the AI Agent (v2026.7.18) — change folder names in the Files tab, with immediate effect for all members
• Customer tax ID variable in message shortcuts (v2026.7.17) — {{customer.document}} inserted in the shortcut and replaced automatically in chat
• Move appointments between schedules (v2026.7.16) — change schedule on edit without delete/recreate; one-off and recurring (this / this and future / all)
• Automatic audio transcription (v2026.7.15) — text on the message and AI context, with customer, agent, and WAHA group toggles
• Customer data in document templates (v2026.7.14) — tax ID and address (plus name/contact) as native template variables
• Customer data in schedule notifications (v2026.7.14) — document, email, phone, WhatsApp, and address in appointment reminders
• Research information on websites (v2026.7.13) — AI Agent tool to read web pages and use the content in replies
• Firecrawl integration (v2026.7.13) — organization API key under Settings → Integrations, with validation and encryption
• Plain HTML engine (v2026.7.13) — scrape without a Firecrawl key for static sites
• Allowlist and subpages (v2026.7.13) — allowed sites, query params, and follow-up on subpages under the same path
• Free web search (v2026.7.13) — optional Firecrawl search beyond the site list
• Passkey verification for WhatsApp WAHA (v2026.7.12) — passkey flow with browser extension and optional 4-digit confirmation
• HR / Time clock module (v2026.7.11) — clock-in, break, return, and clock-out with photo, GPS, and audit trail
• Workplaces and geofence (v2026.7.11) — sites with radius and per-employee rules (including home office)
• Weekly schedule per employee (v2026.7.11) — variable days and hours (e.g. Mon–Fri 8h, Saturday 4h)
• HR calendar (v2026.7.11) — holidays and non-working days (optional yearly recurrence)
• Medical certificates and individual days off (v2026.7.11) — absences with attachment reflected in payroll
• Hour bank and managerial payroll (v2026.7.11) — balance, preview, hours per day, and period/daily CSV
• Push on punch (v2026.7.11) — configurable recipients per employee (OneSignal)
• My HR profile (v2026.7.11) — employee view without photo/IP/notifications
• Punch details with on-demand photo (v2026.7.11) — light list; photo/IP/GPS in the Details modal
• Query API (v2026.7.10) — ready-made AI Agent tool to query/run operations on external APIs (encrypted key + allowlist)
• Generate API routes with AI (v2026.7.10) — builds routes from description, docs, or curl; only the routes you need
• Test API routes (v2026.7.10) — server-side test with OK/Error/Untested status before publishing
• Update Customer Contact (v2026.7.9) — ready-made AI Agent tool to save/update phone, WhatsApp, or email
• Update Customer Address (v2026.7.9) — ready-made AI Agent tool to save/update address (text or GPS) during the conversation
• Addresses on the customer record (v2026.7.9) — CRM section to list, create, edit, and delete addresses with coordinates
• Audio in internal chats (v2026.7.8) — record and send audio in internal DMs and groups via the message field microphone
• Mark as read / unread in internal chats (v2026.7.8) — list menu and automatic mark when opening the conversation
• Seen status in internal DMs (v2026.7.8) — received messages show as read for the sender when opening a direct chat
• Customer search in the Sales Funnel (v2026.7.7) — search by name at the top of the funnel, see stage and position, and open the edit modal
• Hide closed customers in the Sales Funnel (v2026.7.6) — funnel checkbox to hide customers with a closed/resolved last conversation, keeping history intact
• Restrict channels when starting a conversation (v2026.7.5) — who can see each channel when starting a conversation (everyone, by role, or users), no auxiliary channels in the list, and server-side block
• Message Shortcut Sequences (v2026.7.4) — shortcuts with up to 10 messages, configurable interval per step (0.5s–30s), list badge, and compatibility with legacy shortcuts
• Sequence Composer in Chat (v2026.7.4) — review modal when using a sequence shortcut: edit texts, remove attachments, adjust intervals, and send with one click or Enter
• Checkpoint Node (v2026.7.3) — non-blocking node in the Statistics category to measure passage volume and/or response rate, with per-node configurable window (default 48h) and optional variable snapshot
• Follow-up Analytics Report (v2026.7.3) — refreshed panel with filters (period, channel, agent), manual refresh, design system, and per-checkpoint scoped report
• DeepSeek Support (v2026.7.2) — new AI provider (DeepSeek V4 Flash/Pro) available with your own key, with configurable Thinking Mode (High/Maximum)
• Flow Test Chat (v2026.7.1) — complete environment in FlowBuilder for testing flows with a real customer, side panel, split view, real-time node indicator, and debounce override
• Test Channel Badge (v2026.7.1) — amber visual identifier in the chat header when the conversation is on a test type channel
• Floating active node indicator (v2026.7.1) — badge below the flow button in the agent header showing node name, debounce state, and time tooltip

Improvements (16)

• Smoother task board (v2026.7.19) — optimistic drag, loading on start/complete, animation when automation moves a card, and realtime sync without echoing your own action
• Appointment templates with customer data (v2026.7.14) — documents generated from an appointment also load {{customer.*}}
• Punch without a webcam (v2026.7.11) — upload a photo file when there is no camera
• Mirrored camera preview (v2026.7.11) — selfie-style framing; saved photo keeps normal orientation
• Loading on HR screens (v2026.7.11) — avoids an empty flash while loading
• Day status on payroll (v2026.7.11) — work, holiday, certificate, or day-off badge on hours per day
• Dedicated modal and Query API name (v2026.7.10) — own configuration modal and clearer name (was “Configurable API”)
• Address in customer context (v2026.7.9) — saved addresses included in Customer info on the prompt’s first message
• GPS coordinates and reverse geocoding (v2026.7.9) — location pin fills the address automatically (Google Maps or Nominatim)
• Shortcut menu in chat (v2026.7.4) — visuals aligned with the design system, with stable positioning via portal
• Compatibility with existing shortcuts (v2026.7.4) — automatic normalization from legacy format to the step model
• Automatic tracking removed (v2026.7.3) — tracker coupled to Wait for Response timeout and AI Agent reschedule removed; metrics now depend only on explicit Checkpoints
• Test using unpublished draft (v2026.7.3) — testing from the Flow Builder uses draft nodes/edges; via AI Agent, it keeps using the published version
• More thorough test reset (v2026.7.3) — removes the previous flow session from the chat when restarting a test
• Notifications disabled during testing (v2026.7.3) — test messages no longer notify the team
• Visual progress indicator (v2026.7.3) — animated edge leading to the active node during testing

Bug Fixes (6)

• Mark as unread undone while chat is open (v2026.7.8) — auto mark-as-read only when opening the internal conversation
• Organization settings for agents (v2026.7.8) — settings GET allowed without Settings module; avoids errors and repeated chat requests
• Timeout checker performance (v2026.7.3) — batch processing with concurrency, eliminating delays of up to 20-30 minutes
• Node incorrectly highlighted (v2026.7.3) — fixed leftover data that kept more than one node with a green border in the Flow Builder
• FK error when deleting test chat (v2026.7.1) — deletion in correct order to avoid constraint violation between chats and flow sessions
• Debounce override not propagated (v2026.7.1) — debounce override configured in the test is now respected during flow execution

Security (1)

• Validation when creating a conversation (v2026.7.5) — channel permission checked on the server when starting a conversation

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Total

20 releases this month!