Changelog

Improvements

• Speed-to-Lead Dashboard: Comprehensive metrics tracking time from lead creation to first contact.
• Event enrichment for accurate response time calculations.
• Visual analytics showing team performance and trends.
• Short call processing and display improvements.

Improvements

• Library Folder Organization: Create custom folders to organize starred calls with filtering, tab navigation, and easy call management.
• Move calls between folders with drag-and-drop interface.
• Folder filtering for quick access to specific call collections.
• Automatic Task Creation: Configure triggers to automatically create tasks in GoHighLevel when calls complete.
• AI extraction of task details from call transcripts.
• Task automation settings in account preferences.

Fixes

• Fixed calendar dropdown clipping in date range selector.

Improvements

• Salesforce OAuth Authentication: Secure connection setup with automatic token refresh.
• Lead & Contact Support: Full support for Salesforce Lead, Contact, and Opportunity objects.
• Custom Field Mapping: Import and map Salesforce fields to custom datasets with AI-generated extraction prompts.
• Automatic Sync: Call data, transcripts, and insights sync to Salesforce automatically.
• Manual Sync with ID Support: Manually sync calls using Salesforce Lead, Contact, or Opportunity IDs.
• Task Creation: Automatically create tasks in Salesforce for call follow-ups.
• Dataset Creation from Salesforce Fields: AI-powered dataset generation using your Salesforce custom fields.
• Custom Field Updates: Update custom fields on Leads, Contacts, and Opportunities.

Fixes

• Improved Salesforce OAuth error handling with better token refresh logic.
• Enhanced error parsing for multiple Salesforce API response formats.
• Added fallback dataset generation when AI parsing fails.

Improvements

• Editable Caller Names: Edit caller names directly from call headers with drag-and-drop support.
• Enhanced filter state management with proper reset handling.
• Improved scorecard template UI with better sorting and management.
• Call reassignment API and UI for reassigning calls to different users.

Fixes

• Fixed call filters getting stuck after resets.
• Fixed call pagination and filter persistence when navigating between calls.
• Fixed scorecard success rate calculation for binary questions.
• Fixed calls being hidden when email delivery fails during post-processing.

Improvements

• AI-Powered User Identification: Automatically identify the correct user from GHL inbound calls using AI analysis of call introductions.
• Token-optimized analysis that examines only the call opening where introductions typically occur.
• Confidence-based assignment only assigns calls when AI is >70% confident.
• Non-blocking workflow that doesn't prevent call processing if identification fails.

Improvements

• Ask Aila Contact Feature: AI-powered Q&A interface analyzing all calls for a specific contact with streaming responses and conversation history.
• Added OpenPhone integration.
• Personal Calendar Connections: Team members can now connect their own calendars for meeting bot access.
• Contact Information Display: Enhanced Call QA page to show contact details for better context.
• OpenPhone Webhook Enhancement: Added phone number and OpenPhone-specific IDs to webhook events for improved tracking.
• Standardized purple gradient styling for Ask Aila button across all pages.
• Added detailed console logging to track and debug AI prompts sent to the gateway.

Fixes

• Fixed contact information display on Call QA page.

Improvements

• Centralized React Query keys and mutations for coaching features.
• Added tooltips to resolve action buttons for better UX.
• Enhanced agent response filtering to include acknowledged items.
• Improved coaching review panel with optimistic UI updates.

Improvements

• External OAuth flow for marketplace installs with embed/revoke endpoints.
• Wallet-based billing with trial handling and automatic charge blocking.
• Monthly reconciliation workflow with Slack summaries and audit logging.
• Short-lived JWT tokens for secure embedded portal access.
• Typed pipeline/opportunity models with failure surfacing.
• Enhanced Recall calendar bot handling with fallback connection logic.

Improvements

• Unified browser extension endpoint supporting all three platforms.
• Calendar meeting lookup for Teams integration.
• Comprehensive webhook logging for debugging bot failures.

Fixes

• Fixed integration ID bug that mislabeled all recordings as Zoom.

Improvements

• Structured scorecard reviews with 5-star ratings and typed comments (praise, coaching, question, warning).
• Inline transcript commenting with precise timestamps.
• Action items with due dates and tracking.
• Manager Coaching Inbox showing all agents needing attention.
• Agent My Coaching Dashboard with score trends.
• Feedback request system with email notifications.
• Review acknowledgment workflow.

Improvements

• Map AI-extracted call data to custom fields in GoHighLevel CRM for both contacts and opportunities.
• Auto-create opportunities when contacts don't have one.
• Skip-if-exists behavior preserves original values in CRM fields (e.g., first contact date).
• Added opportunities.write OAuth scope for full CRM integration.
• Inbound calls automatically route to organization owner.
• Token refresh tooling with manual and automatic verification.

Fixes

• Fixed contact names not appearing on calls (required both first AND last name).
• Fixed metadata overwrite where opportunity data was clearing contact info.
• Fixed opportunity retrieval API using wrong parameter format (snake_case vs camelCase).
• Fixed opportunity field mapping filtering out valid falsy values.
• Fixed createdAt type error when selecting organization owner for inbound calls.
• Fixed Temporal workflow Date serialization for field mapping.

Improvements

• Automatic language detection for all transcription requests.
• Support for Spanish and other non-English language calls.
• Detected language codes logged for monitoring and analytics.

Improvements

• GoHighLevel Users accordion in organization settings.
• One-click invite or copy shareable link for GHL users.
• Manual invite link copy available when email send fails.
• Reuses pending invites instead of creating duplicates.
• Shows current membership and pending invite status for each user.

Improvements

• AI-aware editing that merges suggestions into your existing structure.
• Sidebar navigation with accordion sections for quick field access.
• Base fields CRM mapping with per-field visibility controls.
• Track which fields were updated by AI with visual indicators.
• Larger dialog layout for better editing experience.
• Improved database connection handling with timeout mitigations.

Improvements

• N+1 Query Fix: Eliminated N+1 patterns in insight generation. Processing 100 calls improved from 4s to 40ms (100x speedup).
• Call QA Dashboard: Reduced page load from 884ms to 350-400ms (55-60% faster).
• Admin Impersonation: Optimized queries from 10+ seconds to milliseconds.
• Global Admin Model Configuration: Comprehensive panel for per-organization AI model settings.
• Bulk Organization Settings: Select and update multiple orgs at once.
• Mixpanel Analytics: Comprehensive tracking for user lifecycle, errors, revenue, and product usage.

Fixes

• Fixed database connection timeouts and PostgresError in listTags query.
• Fixed Stripe schema mismatch causing new user signup errors.
• Fixed listTags query performance with optimized SQL.
• Fixed JSON parse error handling for empty AI responses.
• Fixed contact timestamp normalization.
• Fixed empty yarn file breaking Docker deployments.

Improvements

• Streamlined contact header with customer timezone timestamps.
• Numeric speed-to-lead filtering with max threshold input.
• Auto-apply filters without requiring Apply button.
• Fixed SLA badge colors: gray pending, green ≤5min, red >5min.
• Contact metadata syncs even for short calls, voicemails, or empty calls.
• Improved action items UX with AI-powered suggestions.
• Compact call table status display with split Processing Status and Review columns.
• DeepSeek v3.1 as default model for all new account creation.
• Claude models enabled for insights generation.
• Added reasoning model detection for o-series models.
• Model logging to call data generation for better tracking.

Improvements

• Batch upload API supporting 1-100 calls per request.
• Intelligent S3 file handling that auto-detects bucket location.
• Automatic user and contact creation during import.
• Batch status tracking with individual call error handling.
• Real-time progress monitoring via status endpoint.
• Partial batch success support.

Improvements

• AI-assisted routing criteria generation.
• Bulk rule creation capabilities.
• Custom prompt selection per routing rule.
• Automatic checklist template selection based on call classification.
• Organization-level prompt forking for customization.
• Visual management interface showing active prompts.

Fixes

• Fixed checklist template selection to use routing rules instead of always using org default.

Improvements

• FNMA loan data export with detailed calculations (monthly payments, MI premiums, closing costs).
• Property details export (county, year built).
• Split liquid assets (checking/savings) with enhanced liability structure.
• Timestamp seeking functionality using word-level timestamps.
• Advocate terminology option for healthcare and senior living organizations.
• Optimized payload sizes with word timestamps interface.

Improvements

• Deleted unused 128GB volumes and shrunk active volume to 20GB.
• Optimized Temporal worker from 2×2GB machines to 1×1GB.
• Fixed Vercel AI Gateway authentication on Fly.io deployments.
• Adaptive video processing timeout based on file size.
• Parallel video processing reducing worker blocking from 35+ to 8-10 minutes.
• Created snapshots for rollback safety.

Fixes

• Fixed FFmpeg error 255 by using curl pipe for S3 signed URLs.
• Fixed GHL webhook validation to prevent 422 errors.
• Fixed speaker diarization for mono audio files.

Improvements

• CC email functionality for call summaries.
• Voicemail filter with default exclusion.
• Call summary location control for GHL connections.
• Hide short calls as default filter.
• Notification toggle state sync with app state.
• Filter deleted calls from API responses.
• Settings UI consistency with table-based layouts.
• Coupon code support for subscription signup.
• Direct Stripe billing portal link for subscription renewal.
• Stripe seats now reserved when invitations created.
• Removed Anthropic API key dependency (migrated to Vercel AI Gateway).

Fixes

• Fixed ESLint and TypeScript configuration.
• Fixed dialog modal overflow issues.

Improvements

• Team performance metrics and leaderboards.
• Individual team member analytics with performance charts.
• Call quality breakdown integration.
• Tabbed navigation for metrics organization.
• Slack tracking for manager dashboard interactions.
• Slack notifications for user invitations and acceptances.

Improvements

• AI-powered call quality checklist evaluation.
• Custom quality criteria definition.
• Automated compliance scoring.
• JSON response validation with multiple extraction strategies.
• Detailed QA data logging.
• Missed checklist processing for historical calls.
• Manual reprocessing with user feedback.
• Robust participant identification.
• Enhanced JSON response handling.
• Custom prompt for high-ticket coaching sales.
• Standardized terminology (compliance → checklist score).

Fixes

• Fixed leaderboard production errors (malformed returns, null checks).
• Fixed robust participant handling in checklists.
• Enhanced email contact name display (firstName OR lastName).

Improvements

• Calendar integrations for automatic call sync.
• HubSpot CRM integration (POC).
• GoHighLevel agency support for multi-location management.
• Call Quality Monitoring dashboard with risk assessment and compliance tracking.
• Multiple call upload with automatic caller name extraction.
• Custom field mapping with configurable prompts and GHL sync.
• White-label partner branding capabilities.
• Contacts (Beta) for tracking people associated with calls.
• Enhanced settings with account name updates and org selector.
• Subscription ended banner for renewal guidance.
• Improved call summaries with optional URL inclusion.
• Timestamps on transcripts for better navigation.
• Call tagging system for organization.
• Temporal workflow IDs on calls for debugging.
• Slack notifications for Temporal failures and new field mappings.

Fixes

• Fixed Stripe subscription add/remove logic.
• Fixed general prompt defaults.
• Fixed template multi-select issues.

Improvements

• Insights and Analytics Dashboard with multiple metrics and charts.
• Call Library for saving and organizing important calls.
• AssemblyAI integration for improved transcription.
• Zoom integration (POC) for video call analysis.
• Call tagging system.
• Enhanced call details view with new card layout.
• GoHighLevel connection improvements with better error handling.
• Mobile signup optimization.
• Metrics display updates (outbound → total).
• Temporal workflow IDs for better debugging.
• Location ID display in GHL settings.
• Slack notifications for temporal failures.

Fixes

• Fixed caller filter database query issues.
• Fixed expired invitations display.

Improvements

• Password reset functionality with secure email-based verification.
• Enhanced source and destination configuration for CRM integrations.
• Improved authentication settings with platform-specific options.

Improvements

• Audio playback for call recordings with in-app player.
• Redesigned authentication with modern UI and mobile responsiveness.
• Advanced call filtering with date range, caller/user, and duration filters.
• Team invitation and signup flow with automatic onboarding.
• Subscription management UI with per-seat pricing.
• User management for organization owners (delete members).
• Call feedback system with Slack integration.
• Enhanced call list with Uploaded By column and status badges.
• Updated logo and branding.
• Removed dashboard (users land on calls page).
• Improved paywall logic for call limits.

Fixes

• Fixed local timezone display for call timestamps.
• Fixed Terms of Service and Privacy Policy links.
• Fixed Follow Up Boss CRM integration.