Changelog

    New features, improvements, and fixes shipped to ActiveLens.

    Follow up by text, not only by email

    • •Send a text message: a call now drafts the follow-up text alongside the email, and it goes out from your own number on whichever phone system the workspace connected — RingCentral®, Phone.com or Quo. A call that arrived on one system is answered on that same system, and the action appears only for people whose own number can send texts.

    Sample calls on day one, participants, and new call sources

    • •First run: a new workspace now opens with sample calls that already have audio, summary, tasks and drafted actions, so the Active Hub is never empty. The first-run page is a single step and speaks all nine UI languages.
    • •Participants: the participants pane and the transcript's speakers are one list — correct a name in place, or remove a participant.
    • •Chapters: a saved call opens with its chapters already there, and transcript exports carry them as headings.
    • •Quo: connect a Quo workspace with an API key, map Quo users to ActiveLens users, import call history and sync new calls automatically.
    • •RingCentral: one admin-authorised connection per workspace, with call sync and history import.
    • •My Preferences moved into the app's own page frame, with a profile card and password management. WhatsApp voice memos and email forwarding pages now explain what they do.

    Call folders, calendar view and bulk task actions

    • •Call folders: file calls into personal folders from a folder strip, drag calls onto a folder, or select several and move them at once.
    • •Organize with AI: propose a folder structure for your calls, preview it, apply it and undo it.
    • •Trash and Private: two system folders, with owner-only restriction on a call.
    • •Merge calls: combine 2–10 of your own calls into one, with the originals moved to Trash.
    • •Calendar view for calls with month, week and phone agenda layouts, plus a day panel.
    • •Tasks: select many tasks to change status or delete, with one digest email per recipient, newest-first sorting and the created date in the panel. Ask Anything can analyse every call in scope and hand the matching set back to the hub.
    • •Sign in with Microsoft, with admin consent for Entra tenants.
    • •Directory import: bring people in from Microsoft Entra or Google Workspace with a people picker, instead of retyping a staff list.

    Buy, upgrade and pay for a plan in the app

    • •Checkout: pick a plan and pay in the app, with saved cards offered at checkout and a Billing Portal for invoices, payment methods and the billing contact.
    • •Annual billing on the plans grid, and a workspace already paying monthly can move to yearly.
    • •A plan change is priced before you confirm it: the receipt shows what the proration comes to.
    • •Seats: buy and hold a pool of seats in advance, so inviting someone does not wait on a purchase. Invites bill as they are sent, and renewals push the current count.
    • •The trial is named on the plan cards, so what you are on and what it becomes are both visible.

    Knowledge base and the new Call Intelligence tabs

    • •Knowledge base: upload PDF, Word, text or Markdown documents that Ask Anything and Call Intelligence search, with its own Settings page.
    • •Call Intelligence — Sales assistant: a methodology scorecard, objections, compliance flags and coaching, live and on saved calls.
    • •Call Intelligence — Dynamics: talk share, a speaker timeline, and tone and interaction gauges.
    • •Call Intelligence — Chapters: the call's sections, each jumping to its place in the transcript.
    • •Every insight card names its sources, Insights has a refresh, and the panel opens full-page. Cards drawn from your own documents surface the products, plans and terms those documents cover.
    • •Ask on a transcript selection: the pill opens Ask Anything with the selection quoted as a ready question.

    Suggested tasks from calls, voice tasks and richer answers

    • •Suggested tasks: every call proposes its tasks, reviewed in one inbox — keep or dismiss individually, or all at once. On by default.
    • •Voice tasks: record a voice note on the Tasks tab, in the browser or the desktop app, and it becomes one or more tasks, with a live transcript while you record.
    • •Sub-tasks with assignee, due date and status; sub-task assignees find their tasks and delegators are told when one moves.
    • •Ask Anything: inline charts, aggregations and stat cards, per-user chat history, export and an expanded view.
    • •Transcript translation now runs as a server job — leaving the call no longer loses it — and a saved translation becomes the call's default.
    • •Sign in with Apple, including the native sign-in sheet on Apple devices.
    • •Phone.com: sign in with your Phone.com account, map extensions to ActiveLens users, import call history and sync new calls automatically.
    • •Self-service account deletion, and a new transcription engine option for calls.

    Onboarding, the action strip and email drafts

    • •New-user onboarding: a guided first-run wizard, with a company name field that renames the workspace.
    • •Standard actions: a fixed action picker with live connection status, an action launcher row, and a how-to-generate dialog you can type or dictate into. Admins can rename and reorder the strip for themselves, a team or everyone.
    • •Email actions open as a draft in Outlook desktop, Outlook web or Gmail.
    • •monday: AI-suggested field values in the record update form, relation-hop phone search and a modernised candidate form.
    • •Active Hub: custom date-range filter with hour precision.
    • •Users: reversible per-client deactivation, with a deactivated badge in user pickers. The sidebar was rebuilt around who each setting belongs to.

    Sharing, exports, translation and nine UI languages

    • •Sharing: invite workspace users to a call, share a revocable link, invite external guests to a public guest view, and auto-share with calendar invitees. A Collaborator tier controls who can download media.
    • •Export a call as TXT, SRT, DOCX or PDF, and download its audio.
    • •Nine UI languages — English, Hebrew, Spanish, French, German, Portuguese, Chinese, Japanese and Arabic — with a plain-language switcher.
    • •Live translation on the in-app live transcript, and translation on the saved transcript.
    • •Ask Anything live mode: ask about the call while it is being recorded, plus an end-of-call notice of the action items generated.
    • •Call Intelligence now runs on self-recordings, and the Participants panel opens as soon as there is data.

    Ask Anything and Google sign-in

    • •Ask Anything: ask questions across your calls and get sourced answers, available from every surface, with follow-up questions and answers that keep working in the background.
    • •Google sign-in on the login page, with per-client and system-level toggles, and a handoff into the desktop app.
    • •Email sign-in with a one-time code, and an identifier-first sign-in form.
    • •Plans and usage: feature limits and usage counters are now surfaced in the app, with a plan status pill in the sidebar and desktop bar, and a 7-day trial on new workspaces.
    • •Board summary email: choose which recipients it goes to.
    • •Client admins can resend a pending user's invitation.

    Record in the browser, mobile web and transcript player

    • •Web recording: record a call straight from the browser with live transcription. It survives navigation, saves in the background and keeps its transcript, and ending a call opens the summary.
    • •Transcript player: click a line to seek, five-second and arrow-key seek, playback speeds, skip silence and in-transcript search.
    • •Mobile web: a responsive app shell, Active Hub, call surface, auth pages and task cards, full-screen dialogs, safe-area insets and larger touch targets.
    • •One recorder settings page shared by web and desktop, and voice notes now work in the browser, not only the desktop app.
    • •Active Hub: Upload File promoted, and a language change applies automatically.
    • •Per-call access levels, so a call is only visible to the people entitled to see it.

    Tasks in the Active Hub and the new meeting form

    • •Tasks: a Tasks tab in the Active Hub with table and kanban views, assignees, statuses, priorities and email notifications when a task is assigned or moves.
    • •Tasks link to the call they came from, open it in-app on web and desktop, and can be created by an action during a call.
    • •Set meeting: one unified form with a calendar picker, live availability, duration chips and Today/Tomorrow range pills, with the organiser kept out of the invitee list.
    • •Calls appear immediately and transcribe and generate in the background, including uploaded recordings, with clear processing and failure states.
    • •Inline-editable call title, and an in-call card in the hub while a call is live.
    • •Filter recovery on the Calls and Tasks tabs, and Hebrew labels across board actions.

    Summary Templates, Outlook calendar and team visibility

    • •Summary Templates: build a template by describing it in chat, set a per-template output language, pick Custom length, format and tone values, add an example summary, and toggle emoji bullets or an action-items section.
    • •Preview a template without a call by pasting a transcript or dropping in an audio sample, and switching templates regenerates the summary.
    • •Refine chat on the call summary, with voice dictation and save-as-template, plus automatic retry when a summary fails or comes back empty.
    • •Outlook and Microsoft calendar: create Teams meetings, read free/busy, and use shared or delegated calendars alongside Google.
    • •Team-based visibility: a visibility selector on a call and a team filter on the calls list.
    • •Hebrew translations and RTL for the Templates page.

    Summary Templates, Teams, and Playbook engine

    • •Summary Templates: system/client/user-tier templates driving summary generation, dedicated Templates area in sidebar, prompt preview for admins, All/Shared tabs and tier grouping.
    • •Teams: user grouping for assignment and reporting, Users/Teams tabs, team-scoped GET /teams endpoint.
    • •Playbook Engine: server-side CRM auto-execute, enlarge control and AI-refine for prompt fields.
    • •Fixes: transcript editing improvements, notes popper in Meeting Hub table view, Board summary cleanup.

    Meeting participants and live participants

    • •Meeting participants: calendar-source badges, email/source in model, current-meeting recognition endpoint.
    • •Live participants: authoritative roster from calendar invitees, in-call row alignment with post-call view.
    • •Transcript editing localised for English and Hebrew.
    • •Fireflies-style speaker-to-participant matching moved to post-processing.

    Playbook CRM auto-execute and Teams hardening

    • •Playbook CRM: server-side auto-execute on playbook boards.
    • •Teams: GET /teams hardened to admin-only.
    • •Wizard creator: client admins (not only sysadmins) can create wizards.
    • •Live Call button restored to in-call board so actions tab shows the active call.
    • •Call info persisted as board document for finished calls.

    Structured transcripts and Board summary

    • •Structured transcripts: JSON source-of-truth with speaker blocks.
    • •Board summary: repointed server readers to the document, Call status + regenerate + stale-generation guard.
    • •Fixed-header transcript view.
    • •Cleanup of orphaned counterpart objects on format switch.
    • •Pause off-screen CircleSpinner animation to cut idle CPU.

    Playbook engine polish and styles system

    • •Playbook engine: sysadmin Actions page polish, Client/User scope split, fork-on-first-edit fix.
    • •Styles system Phase 2: admin CRUD UIs and auto-generated style menu.
    • •Email and summary step UI rework.
    • •General logs endless scroll with loaded/total badge.
    • •Board polling-driven refetch.

    Calendar integration and Playbook engine

    • •Calendar integration Phase 1–4: CalendarManager provider abstraction, preferences storage with Google OAuth, calendarService orchestrator, provider-agnostic API routes.
    • •Google Contacts integration and invitee suggestions in SET_MEETING.
    • •Playbook engine Phase 11 in-call mode for desktop board tab.

    Playbook engine Phase 1–3 launch

    • •Playbook Engine Phase 1: schema additions.
    • •Phase 2: system-level playbookEngine flag.
    • •Phase 3: playbook-engine lambda with generateDraft worker mode.
    • •New "My Actions" experience for client-scoped playbook page.
    • •Prettier reformat across playbook files.

    CRM UI polish

    • •CRM substep UI polish, sync card status on partial completion.
    • •Hold CRM UI on completed FIND substep so record card stays visible.
    • •Fan out CRM search across profiles with unified display-field policy.
    • •Refactored playbook engine to UUID schema IDs.
    • •Confidence-gated server auto-execute for CRM UPDATE.

    CRM Profiles and Salesforce provider

    • •CRM Profiles + Registry admin UIs.
    • •Monday adapter for CRM engine.
    • •Salesforce CRM provider with OAuth2 auth handler.
    • •Per-profile CRM executionPlanOverride.
    • •OPERATION substep type for non-field CRM verbs.
    • •Text-based manual search and display field auto-discovery.
    Security

    April 2026 security hardening

    • •Scheduled security-hardening release closing all High and Medium severity findings from the 2025 external security review by our independent reviewer, Analyst LTD. No service disruption, no customer action required.
    • •Prompt-injection detection: input-classification layer before every LLM call to detect and reject prompt-injection patterns; every rejection audit-logged.
    • •Session management: HttpOnly and SameSite=Strict on session cookies.
    • •Content Security Policy: tightened frame-ancestors and inline execution.
    • •HTTP security headers: HSTS, X-Content-Type-Options, Referrer-Policy, Permissions-Policy applied consistently.
    • •Middleware: redirect-URL validation to prevent open-redirect abuse.
    • •Cognito: event-payload logging trimmed to prevent sensitive attribute leakage.
    • •PII handling: additional redaction before third-party LLM calls.
    • •Audit log: additional coverage for LLM calls (provider, model, outcome, latency).
    • •Rate limiting: per-tenant throttling refinements on high-cost endpoints.
    • •Access control: additional tenant-isolation test coverage.
    • •Customer data handling, sub-processor list, and privacy commitments unchanged.

    Data retention, audit logging, CRM engine

    • •Data retention: customers can now configure per-tenant retention windows for conversation transcripts, summaries, and recordings through tenant settings. Defaults unchanged (90d transcripts, 30d recordings).
    • •Audit logging: authentication events, user-management actions, and sensitive endpoints now write to a dedicated audit log with tenant identifier, actor, action, and outcome.
    • •CRM engine refactored to per-operation provider architecture.
    • •Meeting Hub active-worker setting surfaces the currently-relevant conversation on incoming calls.
    • •Security & compliance: system-admin password expiration configurable per-tenant, three-layer XSS/HTML-injection prevention across API routes, sensitive endpoints migrated from GET to POST, manager role removed in favour of finer-grained per-permission model.

    Cognito hardening and Amplify updates

    • •Cognito: temporary debug logging added to trigger for password expiration investigation.
    • •Password expiration policy with per-client configuration.
    • •Amplify.yml: CLOUDWATCH_LOGS_REGION and CSP_ALLOWED_FRAME_ORIGINS added.
    • •Meeting Hub phone search: single-row display for popper.
    • •Fix for macOS appcast XML not updating on re-upload.
    • •XSS/HTML injection prevention across API routes.

    Manager role, RBAC and Amplify config

    • •Added canViewOtherUsersData permission and made user-role cookie httpOnly.
    • •Data retention: minimum days lowered to 1, app_id added to log.
    • •Audit logging added to API routes and to authentication/user-management actions in middleware.
    • •Security headers implemented in middleware with redirect URL validation.
    • •Added and later removed manager role after evaluation.

    Style templates and admin features

    • •Ability to see style templates of other users for admins.
    • •Summary step reset button visibility fix.
    • •Temperature setting for desktop activity analyzer.
    • •Timezone selector per wizard flow.
    • •Added contacts phone number to wizard additional context.
    • •Meeting Hub search: default behaviour for system admins now shows all clients.

    MFA and Cognito improvements

    • •Multi-factor authentication: mandatory MFA logic for administrative accounts.
    • •Password recovery: forgot-password workflow with temporary password (shorter validity, first-login change required).
    • •Fix for mandatory/optional MFA logic that occasionally asked accounts to re-enrol unnecessarily.
    • •Cognito Setup MFA via email code/secret logic.
    • •Google OAuth page fix.

    Salesforce and monday integration

    • •Salesforce integration: basic setup and OAuth flow with consent screen.
    • •monday integration: pushing notes to linked items with mirrored fields view.
    • •Coach me reply logic enabled via client-level settings.
    • •Small monday and salesforce integration updates.
    • •Wizard link table view with notes support and MUI X Data Grid Pro.

    Bulk wizard delete and full-screen wizards

    • •Bulk wizards delete UI.
    • •Full-screen wizards in search results on desktop.
    • •Meeting Hub phone-number search improvements.
    • •Tiptap extensions packages for email step HTML tables support.
    • •Trello auth flow fix, icon update.
    • •Meeting Hub search scroll fix.
    • •Salesforce integration basic setup.

    monday.com integration launch

    • •monday.com integration: client-level configuration is now available with per-client credentials and board mappings.
    • •Additional field types supported; suggested values appear for status fields during item creation.
    • •Google OAuth sign-in: edge case where callback occasionally failed after idle session resolved.
    • •Added copy buttons to summary, email and meeting steps.
    • •Salesforce integration added OAuth flow.