Changelog
New updates and improvements to Fortifiers.
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 Frank 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 & Frank
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 Frank—the tenant-safe operations agent for records, custom fields, playbook drafts, and approval-gated automation drafts. Team mode now coordinates Freya, Felix, and Frank by specialty.
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.
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.
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.
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
Introduced the HiFi Payments Engine for secure, compliant contractor payouts via Polar.sh. Added comprehensive Admin Analytics with real-time revenue tracking and per-client financial performance metrics.
API Stability & Multi-Persona Agents
Resolved critical 401 Unauthorized issues with robust relative path handling. Introduced the Agent Persona Selector (Freya, Felix, Collective) to both full and mini-chat interfaces for specialized AI assistance.
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
Full OAuth integration with QuickBooks Online. Seamlessly sync invoices, customers, and payment data between Fortifiers and your QuickBooks account.
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. New dashboard UI, faster processing pipeline, and real-time collaboration features.
API Access
Public API release for integrating Fortifiers with your existing ERP and CRM systems.