Roadmap
Priorities change with customer feedback. This page tracks themes we are working on now, what comes next, and longer horizons we are exploring.
Technical detail and setup live in Knowledge Base. Influence what we build: send roadmap feedback.
In progress
Actively shipping to early teams.
Role-based permissions
Granular access for reps, managers, and admins across deals, inbox, and AI settings.
CRM ↔ calendar sync
Two-way sync for meetings and reminders tied to deals and contacts.
Mobile-friendly approvals
Review and approve AI-drafted messages from phone without losing context.
Next up
Committed themes after the current milestone.
Playbooks
Sequences that combine human steps and AI assists with clear entry and exit criteria.
Deeper CRM integrations
Bi-directional sync with the CRM you already use for accounts that run hybrid stacks.
Evaluation mode for AI
Shadow drafts and side-by-side scoring before turning autopilot on for a segment.
Exploring
Problems we care about; timing depends on customer demand.
Industry packs
Templates, fields, and policy defaults tuned for agencies, SaaS, and professional services.
Partner ecosystem
Verified connectors and referral workflows with implementation partners.
Regional data residency
Options for hosting and processing in specific regions for regulated buyers.