Changelog
Recent product updates across Ask Fortifiers, connected workflows, activity tracking, and the service-business workspace.
A Clearer Fortifiers Profile and Activity Timeline
Fortifiers now presents one assistant profile for its coordinated skills. The Activity Ledger groups recent work by day, makes status and outcome easier to scan, and opens each action for its timeline, recorded result, related work, and safe undo when available. The compact profile activity view uses the same details and review controls.
Start SMS from Saved Contacts and Business Lines
Start a Dials SMS conversation from a saved contact, lead, quote, job, or task, or search contacts while composing a new message. Fortifiers sends customer texts only from an SMS-enabled line assigned to the active workspace, keeps linked record context with the conversation, and reserves its separate number for platform notifications. The full-screen composer keeps the dashboard behind a proper blurred overlay.
Safe Undo for Future-Event Call Campaigns
Undo an unchanged Fortifiers-created campaign for new leads or sent quotes from its chat receipt or the Activity Ledger while every contact is still awaiting permission review. Fortifiers locks and verifies the campaign and its targets together before deleting them. If the event cursor moves, a target is discovered or reviewed, the campaign changes, or a call starts, undo is refused and the campaign is preserved.
Review Workspace Time Zone Changes in Approvals
Ask Fortifiers can prepare an administrator-reviewed workspace time-zone change. The approval card now shows the current and proposed IANA time zones, explains the workspace impact, and links to the existing Time & location settings. Fortifiers verifies the current value still matches the reviewed request and checks the approver's permission again before saving and recording the audit event.
Linked Follow-up Tasks in Fortifiers Workflows
Reviewed Fortifiers workflows can now create a follow-up task linked to one explicitly identified lead, quote, or job. The server resolves the source from the original request, checks workspace visibility before queueing and again in the worker, and creates the task through the existing idempotent related-work action. The workflow receipt links to the task, and task-only runs include linked tasks in guarded safe undo. This does not send customer messages or run automations.
Draft Quotes from Existing Jobs in Fortifiers Workflows
Reviewed Fortifiers workflows can now include a draft quote from one explicitly identified, unquoted job alongside follow-up tasks. Fortifiers resolves the job from the user's request, checks workspace visibility and required customer details, and rejects jobs already linked to a quote. The worker repeats those checks and uses the existing idempotent related-work action. Quotes remain drafts; pricing review and customer sending stay separate.
Draft Quotes in Reviewed Fortifiers Workflows
A reviewed background workflow can now include one internal draft quote from an explicitly identified lead, alongside registered follow-up tasks and other supported workflow steps. Fortifiers resolves the lead inside the authenticated workspace, applies the user's lead visibility rules, and checks required contact details before queueing and again when the worker runs. The quote is created through the existing idempotent related-work action, remains a draft, and is not emailed, published, or followed up automatically.
Search Logged Customer Conversations in Ask Fortifiers
Ask Fortifiers search now includes short matching summaries from logged calls, emails, and SMS alongside contacts and operational records. Results stay in the active workspace, omit interactions linked to leads or task lists the user cannot access, and link to the contact history. Only a bounded subject and summary excerpt are surfaced; addresses and provider metadata remain private. When workspace context is enabled, its settings disclosure now explicitly includes logged interaction summaries.
Private CPU Voice Transcription
Voice-intake audio and authenticated voice dictation now use a pinned, quantized whisper.cpp model running on FortiCore CPU. Audio is processed in bounded, temporary files and removed after transcription. The browser no longer receives an external speech-provider token, and AssemblyAI is no longer used for transcription.
Voice Synthesis Usage Attribution
Successful OpenAI and Edge-TTS synthesis in authenticated and public voice intake, plus tenant-authenticated speech endpoints, now records the actual provider and the number of characters sent. Intake usage is tied idempotently to its saved transcript turn; TTS dollar cost remains unknown, not zero. Voice transcription now runs locally on FortiCore. Platform-admin previews and provider-invoice reconciliation remain open.
Voice Intake Usage in Provider Economics
The platform-admin provider economics ledger now attributes Fortifiers voice-intake decisions, coordinated scope and pricing reviews, and spoken-response rewrites to the saved transcript and organization. Model-client charges remain estimates; Twilio carrier amounts remain separately reconciled. Local whisper.cpp transcription has no external speech-provider charge; FortiCore infrastructure costs are not separately attributed.
Safe Undo for Scope Revisions
Undo the latest Revenue Context scope revision from its action receipt or the Activity Ledger while the revision is unchanged, remains the newest version, and has no pricing decision. Fortifiers restores the prior scope by appending a new version, preserving the full history. A newer revision or downstream pricing use blocks the undo.
Notifications for Long Task Plan Runs
The person who starts a Fortifiers task plan now receives a preference-aware in-app notification when it completes, fails, or is stopped. The notification includes the outcome and links to tasks created so far. It is tenant-scoped and emitted only while the requester remains a workspace member; existing chat controls remain available for retry and run management.
Step-by-Step Progress for Long Task Plans
Fortifiers' background task-plan run card now expands to show every step's status, retryable failures, and a direct link to each created task. Live progress, pause, resume, stop, retry, and verified safe undo remain in the chat. These runs still create internal tasks only; they do not call, message, assign people, or schedule jobs.
Safe Undo for Untouched Jobs
Undo a direct job created by Fortifiers while it remains unchanged, unassigned, unscheduled, and unlinked. Fortifiers locks and fingerprints the full job, checks for linked tasks, activity, communication, expenses, schedules, and other work, then records the deletion and audit event together. Jobs created from quotes and jobs that gained downstream work cannot use this undo.
Verified Fortifiers Guidance in Companion Chat
The dashboard Companion now receives the same curated Fortifiers product reference as Command. It covers verified agent roles, major product areas, call prompts, task-plan review, settings, and exact routes. For how-to questions it can provide a direct link while keeping the user in chat. Product knowledge remains separate from tenant company data and does not widen record retrieval permissions.
Review and Edit Task Plans Before Saving
Fortifiers task plans are now editable in Ask Fortifiers and Companion chat. Rename phases, revise task titles and priorities, and add or remove tasks before creating the task batch. The server checks the edits against the plan saved in that conversation, rejects duplicate task titles, and makes repeat submissions of the same draft idempotent. The action still creates internal tasks only.
Request-Grounded Operational Plan Drafts
Fortifiers now builds phased task plans from the user's request and recent chat context instead of returning a fixed trade-specific template. The server validates each title, priority, phase, and suggested capability before showing the draft. Creating the plan saves internal tasks only; it does not schedule jobs, assign people, place calls, or send messages. Invalid or unavailable model output now returns a retry message rather than fabricated tasks.
Quote Send Receipts in the Activity Ledger
Dashboard quote emails now create a Fortifiers action receipt alongside their durable delivery attempt. The Activity Ledger links directly to the quote and follows the send through approved and queued, sending, provider-confirmed sent, failed, or delivery-unknown states. Message bodies and PDF contents are not copied into the ledger, and uncertain sends are still never retried automatically.
Safe Undo for Unused Manual Call Campaigns
Undo a Fortifiers-prepared manual call campaign from its chat receipt or the Activity Ledger while it is paused, unchanged, and every contact is still awaiting review. Fortifiers verifies the campaign and all targets together before deleting them. If a contact is confirmed, the campaign resumes, or calling starts, the entire undo is refused.
Safe Undo for Untouched Checklist Runs
Undo an interactive checklist run started by Fortifiers from its chat receipt or the Activity Ledger while it remains unchanged and in progress. Fortifiers verifies the original steps, completion state, notes, and timestamps before removing it; a run that has progressed cannot be undone.
More Room and Useful Controls in Agent Chats
Removed user and agent profile-avatar gutters from Fortifiers and Companion agent chats to give messages more usable width on mobile. Existing controls remain available for editing, copying, emailing, reading aloud, feedback, and regenerating responses. Swipe a message sideways to reveal its timestamp on touch screens; the timestamp then tucks away. Email actions show a chooser for Gmail, Outlook, or the device's default mail app.
Contact-Aware Search in Ask Fortifiers
Ask Fortifiers can now find CRM contacts alongside leads, quotes, jobs, and tasks. Open a contact profile to review its contact details, linked operational records, and logged interaction history. Search cards reveal only the contact name and company; existing workspace and model-context controls still govern access.
Safe Undo for Agent-Created Call Prompts
Fortifiers-created call prompts can be undone from their chat receipt or the Activity Ledger while the original version-one prompt remains unchanged, active, and unused. Fortifiers checks for revisions, phone-line assignments, call runs, campaigns, and business-source references before removing the prompt; if it has been changed or used, the entire undo is refused.
Safe Undo for Agent-Created Playbooks
Undo a Fortifiers-created playbook draft from its chat receipt or the Activity Ledger while it remains unchanged, unpublished, at version zero, and unused. Fortifiers verifies the saved draft and checks for saved versions, checklist runs, or business-source links before deleting it; if anyone edited or used it, the entire undo is refused.
Safe Undo for Agent-Created Tasks
Undo one task or a Fortifiers-created plan batch from the chat receipt or Activity Ledger while every task is still unchanged and unused. Fortifiers checks the whole batch before removing anything, and refuses undo if a task was edited, assigned, shared, commented on, linked to an interaction, or given subtasks.
Safe Undo for Approved Schedule Changes
The Activity Ledger can now restore an approved single-job or small-batch schedule change once. Fortifiers verifies that every job and assigned resource still matches the saved after-state, then rechecks that all original time slots remain available. If any job changed or any conflict appeared, none of the schedules are restored.
Approval-Gated Batch Job Rescheduling
Ask Fortifiers can prepare one all-or-nothing schedule change for two to five explicitly selected jobs. Workspace administrators review every current and proposed time before approving once. Fortifiers rechecks every job, team, technician, and schedule conflict at approval; if one move is no longer safe, none are applied. Batch changes update internal schedules only and do not notify customers or run automations.
Approval-Gated Job Rescheduling from Ask Fortifiers
Ask Fortifiers can prepare a move for one scheduled job using the workspace time zone, preserving its local start time and duration when you only change the date. Workspace administrators review the current and proposed schedule; Fortifiers checks assigned-team and technician conflicts before proposing and again at approval. The action updates the internal schedule only and does not notify customers or run automations.
Verified Quote Email Receipts
Dashboard quote emails now move through queued and sending states. Fortifiers marks a quote sent only after the email provider returns a message ID, stores the provider and email receipt, and surfaces uncertain outcomes without automatically retrying. Duplicate requests and worker deliveries are guarded by a persistent send attempt.
Approval-Gated Quote Sending from Ask Fortifiers
Ask Fortifiers can prepare an email for one already-approved quote using the saved customer address and quote PDF. A workspace administrator reviews the customer, quote details, message, and attachment first. Fortifiers rechecks the quote snapshot before sending, records the quote and provider receipt together, and never retries an uncertain delivery.
Ask Fortifiers Approved Email Drafts
Ask Fortifiers can prepare a single-recipient customer email as an editable draft. Sending requires a workspace administrator to review and approve the exact recipient, subject, and message; Fortifiers records a verified provider receipt and does not automatically retry uncertain delivery.
Ask Fortifiers & Call Playbooks
Refreshed Ask Fortifiers as a conversational workspace with workspace-aware search and source links back to the dashboard. Added one-time and reusable inbound/outbound call prompts, prompt version history and simulation, inbound phone-line assignment, and reviewed outbound call workflows. Call campaigns retain contact-permission review, calling windows, daily limits, and stop controls.
Dynamic Vertical Trade Pages
Launched purpose-built landing pages for HVAC, Electrical, Plumbing, and Roofing contractors at /solutions. Each vertical page features a live Software Cost Consolidation calculator, an interactive Decision Loop walkthrough showing how Fortifiers coordinates intake, scope, pricing, and job dispatch, and a trade terminology safeguards section. The demo page now reads a vertical URL parameter and renders trade-personalized simulations.
Fortifiers Dials Production Hardening
Removed browser-based softphone simulation from Dials and the floating call widget, defaulting all calls to Phone Bridge mode through the user's cell. Added provisioning lockout guards that direct users to set up a phone line before accessing the dialer or SMS. Wired the End Call and Mute buttons to real Twilio REST API endpoints with full backend test coverage.
Fortifiers Dials Command Center
Introduced the Fortifiers Dials workspace for configured calling and SMS workflows, with call history, phone-line controls, and a floating call widget. Call availability, routing, and carrier-dependent features require the relevant provider setup and permissions.
Voice Intake Guardrails
Added intelligent conversation completeness detection to Voice Studio. AI phone agents now only transfer intake data to the chat companion when the caller has provided enough actionable information, preventing incomplete or abandoned calls from generating noise in the workflow.
Chat Deletion & Notification Improvements
Added instant one-tap chat deletion on hover and long-press with separated touch targets. Chat titles are now automatically inferred from the first message. Introduced auto-clearing chat notifications and enforced project-level tier limits for chat history.
Chat Prompt Polish
Fixed trash prompt display to show on first press with un-nested modal placement. Improved instant one-tap open and delete interactions with properly separated touch targets for mobile and desktop.
Connected Workflows
Added a universal Related Work experience across leads, quotes, jobs, and tasks. Users can preview inherited customer and scope context, create linked work, and ask Fortifiers to perform the same safe operation. Related Work now also identifies disconnected records through explainable exact and probable contact matches, highlights conflicting identifiers, and provides persistent Link, Review, and Not a match actions. Quote-to-job conversion remains approval-gated, duplicate-protected, tenant-validated, and audited.
Shared Contact Operations & Fortifiers
Connected leads, quotes, jobs, and tasks to one canonical customer record and truthful communication timeline. Added external call handoff, Fortifiers Mail and SMS quick actions, manual lead creation, persisted task and job column ordering, an Overview lead count, and Fortifiers operations for records, custom fields, playbook drafts, and approval-gated automation drafts. Fortifiers coordinates the relevant skills automatically.
Fortifiers Prospector on the Chrome Web Store
Published the verified Fortifiers Prospector extension for one-click Chrome installation and automatic browser updates. Dashboard Settings now links directly to the official listing, keeps manual installation secondary, and includes a guided install-and-connect workflow.
Least-Privilege Google Workspace Access
Replaced broad Gmail IMAP authorization with the read-only Gmail API for Connected Inbox monitoring. Google permissions now match the exact user-facing features, and disconnecting Gmail revokes the associated Google token.
Lead Workspace & Google Sheets Import
Made the saved Lead List the primary CRM workspace with persistent filters and collapsible discovery tools. Added tenant-safe CSV and JSON import/export, read-only Google Sheets connection and import, responsive lead actions, and compact metrics controls across Jobs and Quotes.
Native Browser Spelling & Legal Trust Center
Added browser and operating-system spelling assistance to eligible Fortifiers prose fields, including native desktop corrections and mobile keyboard suggestions. Dashboard Settings now provides independent Fortifiers-suggestion and browser-spelling controls with Canadian, US, and UK English hints. Added a canonical legal-document hub and redirected legacy privacy and terms URLs to their current policies.
Reliable Reddit Prospecting
Replaced blocked public Reddit JSON scraping with a company-managed OAuth Data API integration. Prospector now searches Reddit-wide for general buying intent, supports configured communities, and reports source access failures directly instead of presenting blocked searches as legitimate zero-result searches.
Private Writing Assistance & Smarter Intake
Introduced Fortifiers Writing Assist across dashboard data-entry surfaces, including task rich-text descriptions. Its offline spelling engine now detects ordinary typos beyond the initial correction list, while the compact field badge counts improvements and provides clear no-issues or unavailable results. Added accept, dismiss and undo controls, a persistent Settings toggle, and schema-aware correction while protecting credentials, contact values, financial fields, dates, IDs and URLs.
Playbooks & Interactive Automations
Launched the completely interactive Automation Visual Builder for drag-and-drop workflow configuration. Introduced the Companion Capture and Playbooks system with auto-saving, rich-text editing, and modal interfaces. Refactored Process Analytics to deeply track Quoting, Operations, Tasks, and Handover leakage.
Unified Chat & Picture-in-Picture
Completely refreshed the dashboard interface and introduced Unified Chat. Added Browser Picture-in-Picture (PiP) Chat capabilities, enabling persistent agent access across the entire app. Released the standalone Email Template Studio and Chat Media Sticky Notes.
Voice Studio & AI Phone System
Added Voice Studio line provisioning, voice-agent settings, and call intake surfaces. Available call behavior depends on provider routing, permissions, and workspace configuration; test the line and review captured details before relying on it.
Global Referencing & Advanced Tasks
Implemented a global entity referencing system and advanced task comments with inline @mentions and email notifications. Added multi-assignee support for tasks and native OAuth token handoff for the Desktop App.
Fortifiers Voice Assistant
Added voice responses, conversation context, and speech playback controls for configured intake sessions. Captured details and any resulting lead records depend on the configured workflow and require review; voice intake does not guarantee a completed demand-capture workflow.
Platform Notifications & Mobile Responsiveness
Added in-app notification and read-state surfaces for selected workspace events, with responsive dashboard refinements. Notification timing and coverage depend on event delivery and the enabled workspace features.
Connected Email Inbox & Fortifiers Mail
Added Gmail and Outlook Connected Inbox monitoring with keyword-matched email sync, direction filters, and manual history sync. Introduced the in-context Fortifiers Mail composer for sending emails directly from lead, quote, and job records. Emails are parsed by AI to extract project scope, contact details, and intent for lead qualification.
AI Meeting Transcription & Prospector Engine
Wired real Gemini Flash multimodal audio and video transcription to the Meetings feature, generating executive summaries and extractable action items from recorded calls and site walks. Launched the Fortifiers Prospector engine with open-source local business search, deep web crawling, and email permutation for outbound lead discovery.
Lead Intelligence UI & Connective Tunnels
Introduced auto-saving configurations for the AI Prospector, interactive Lead Preview Modals with full deep-linking for Facebook sources, and resolved deeply nested cross-origin constraints across the backend tunnels. Revamped Chat UI with a premium liquid glass aesthetic.
WhatsApp Business Channel
Added a WhatsApp Cloud API intake channel. Incoming messages can be parsed for contact details and intent; matching, lead creation, and review behavior depend on the configured integration and workspace workflow.
ROI Evolution & Referral Program Launch
Introduced the absolute profit control ROI dashboard and the official Fortifiers Referral Program. Refined the landing experience with sleek urgency and new business pilot promotions.
Enterprise Meetings & Dashboard Enhancements
Launched the new Meetings feature for Enterprise plans, including AI-powered transcript analysis and live meeting assistants. Updated dashboard scaling and landing page experience.
Tools & Stability Updates
Released the Shorts Downloader UI with premium dark mode. Improved stability for image generation backend and fixed admin usage limit displays.
HiFi Payments Engine & Admin Visibility
Added payment and admin analytics surfaces. Payment availability and settlement depend on the configured provider and account; analytics reflect the records available to the workspace and are not a payment-compliance certification.
API Stability & Multi-Persona Agents
Resolved critical 401 Unauthorized issues with robust relative path handling. Chat interfaces now route requests through the relevant Fortifiers capabilities automatically.
Organization Settings & Quote Enhancements
Added ability to customize organization details (name, logo). Quotes now default to CAD and support SKU entry. Improved PDF generation reliability.
Cross-Platform Chat Sync
Chat conversations and messages now seamlessly sync between web dashboard and mobile app. Start a conversation on mobile and continue it on web, or vice versa.
Enhanced Security & Performance
Implemented enterprise-grade security middleware including rate limiting, security headers, and request validation. Improved dashboard performance with optimized analytics and metrics endpoints.
QuickBooks Integration
Added QuickBooks Online OAuth and a manual action to create an invoice from an accepted quote. Customer and payment records are not bidirectionally synchronized; review the invoice in QuickBooks after sending.
Team Collaboration
Introduce team management with role-based access control. Create teams, invite members, and manage permissions across your organization.
Enhanced Table Extraction
Improved accuracy for multi-page tables in PDF invoices. Added support for nested line items.
SSO Integration
Added support for Okta and Azure AD for enterprise customers.
Fortifiers 2.0
Major platform overhaul with a refreshed dashboard UI and processing improvements. Collaboration features vary by workflow and connection status.
API Access
Public API release for integrating Fortifiers with your existing ERP and CRM systems.