Product Update — 20 – 21 April 2026

Two-day sprint shipping a second dialler provider option, modular workspaces where tenants toggle features on/off, campaign wizard cut from 9 steps to 5, hot lists for curating contact collections, multi-tenant isolation enforced across every data route, personal email sync across the contact graph, and comprehensive UX streamlining across settings, integrations, navigation, and onboarding.

Multi-Provider Dialler

• Second dialler provider — Full integration of an additional dialler option alongside the native browser dialler. Switch between providers per tenant from Settings.
• Post-call AI analysis — Automatic transcription and AI-powered call summary with sentiment analysis and next-step recommendations. Progress bar tracks processing stages.
• Webhook integration — Secure webhook integration for call events, recording availability, and transcription completion.
• Permissions resolved — Microphone, camera, and notification permissions handled seamlessly. Security headers updated for full compatibility.
• Settings UI — Provider toggle on integrations page with dual dialler cards. Setup with API key fields, test button, and masked keys on reload.
• Dialler always visible — Permanently in sidebar for all tenants. Landing page shown when no provider is configured.

Modular Workspace

• Per-tenant module toggles — Toggle optional modules on/off from Settings. Available to all plans. Sidebar navigation updates instantly — no page reload.
• Inline checklist toggles — Setup checklist includes module activation switches so new users can configure their workspace during onboarding.
• Data isolation default changed — New tenants default to “Separate” isolation. Switching to Shared or Pooled requires explicit confirmation modal.

Campaign Wizard Overhaul

• 9 steps → 5 steps — Simplified to Configure (AI + preset vertical + MPC/offer), Sending (inbox + settings), Email Steps, Enrol Contacts, and Activate. Active campaigns show dashboard only.
• Preset-driven verticals — Campaign vertical auto-detected from workspace preset. Vertical-specific fields (MPC, offer details) show contextually.
• Hot list enrolment — New tab in Step 4 to enrol contacts directly from hot lists with dedup and feedback for unlinked members.

Hot Lists

• Curated collections — Create named lists of contacts and companies. Bulk add from any list page, remove individually from detail view.
• Campaign integration — Enrol an entire hot list into a campaign in one click. Deduplicates against existing campaign contacts.
• Field display fixes — Fixed 5 attribute-mapping bugs across contact display in hot list detail views.

Contact Sync & Data

• Personal email on prospects — New personal email field. Changes sync bidirectionally to linked contact records automatically.
• Prospect edit form expanded — Added work email, personal email, phone, and LinkedIn URL fields that were previously missing.
• Data integrity — Automatic linking of orphaned records to their contact records.
• Admin data view — Default changed to “My Data” instead of “All Team Data”. Confirm modal required to switch to team-wide view.

Security Hardening

• Data isolation enforced everywhere — Full user-level isolation now enforced across prospects, dashboard stats, e-sign documents, and ICP profiles.
• E-Sign user scoping — Documents and ICP profiles scoped to individual user, not just tenant.
• Dialler security — Trial plans blocked from dialler access. Activation requires an active subscription.
• Rate limiting tuned — Rate limits rebalanced across all endpoints for optimal performance and abuse prevention.

UX Streamlining

• Settings consolidated — Restructured into collapsible accordion sections: Profile, Email, Blocklists, API Tokens.
• Integrations redesigned — CRM/ATS cards with brand colours, collapsible Dialler/Enrichment sections. Dedicated CRM setup page for onboarding flow.
• Sidebar reordered — Navigation matches product hierarchy. API Tokens and Chrome Extension moved from Integrations to Settings.
• Dashboard cleaned up — Removed Overdue Follow-ups and HOT Leads sections. Welcome banner removed.
• Lead scraper streamlined — Search configs moved from standalone page to inline modal. CSV import removed.
• Onboarding refined — Skip onboarding for non-admin team members. Email Schedule step removed (6→5 steps). Checklist step 10 rewritten as “Start Scraping Leads”.
• E-Sign submit UX — Button always active, red highlights + shake on missing fields, auto-scroll to first incomplete.

Scraper Tuning

• Optimised query limits — Scraper query caps rebalanced for better cost-to-coverage ratio.
• Smooth progress bars — Fluid animation for scrape progress display.
• ICP rename — “Ideal Clients” renamed to “Ideal Client Profiles”. LinkedIn boolean search capped to 5 titles with industry prefix.
• Phone verification paused — Temporarily removed from signup flows while a provider issue is resolved.

Infrastructure & Stability

• Distributed caching — Scheduler dedup, funnel cache, and rate limiter backed by distributed cache for improved performance and consistency.
• Automated code quality — Pre-commit hooks for linting, formatting, and large file guards.
• Migration resilience — Database migration system hardened with automatic rollback protection during deployments.
• Research parallelisation — Research queries run in parallel with AI response caching. ~50% faster research enrichment.
• Expanded test coverage — Comprehensive tests across provider abstraction and webhook handling.