Changelog

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added EngageDesk Campaigns, a new email campaign module with guided steps (Setup, Audience, Design, Review, and Send/Schedule), per-campaign reports (sent, opens, clicks, replies, bounces), company templates with 6 starter templates, unsubscribes, settings, and per-contact history.
• Added campaign sending from your own Gmail or email account, with an unsubscribe link, suppression list, bounce detection, and reply tracking. Sending limits apply per sender and per company.
• Added A/B subject testing, campaign approval, categories, saved audiences, campaigns shared between users, and edit locking so only one person edits at a time.
• Added automations that send emails automatically when an event happens, and subscription forms. Customers can manage their email preferences from the client portal.
• Added a drag-and-drop email editor with text, image, button, product, coupon, and social media blocks, undo/redo, mobile/desktop preview, versions, test sends, save as template, and 31 fonts.
• Added a Cybix AI command bar (Ctrl/Cmd+K) in the campaign editor to create a full email or edit a single section while keeping its format and language. Uses Bits.
• Added AI-generated images for campaigns (up to 3 per email), with clear status indicators and a Buy Bits shortcut when your balance is low.
• Added campaign reply cards in the inbox showing the original email, on web and mobile.
• Added campaign viewing in the mobile app (list, details, recipients, pause, and resume).
• Added live mailbox updates in EngageDesk, live mobile sync, and instant Gmail notifications.
• Added the ability to reference files from Notes & Files in Cybix AI without switching screens or downloading, respecting user permissions.
• Added formatted Cybix AI responses, with a copy button on code blocks.
• Added the ability to pin and archive Cybix AI chats, view archived chats, search, and load older messages by scrolling up.
• Added editable starter prompts per user in new Cybix AI chats (title up to 36 characters, with reset).
• Added tracking and analytics per experience in Site Builder.
• Added tracking pixels per event in Booking Hub.
• Added a holiday form and list for the ClockEase calendar.
• Added filters and notes to "Latest Notes" in Booking Hub.
• Added a quick-edit option to the Notes list.
• Module access now follows the Cybix Portal catalog.

Improved

Improvements to existing features or general system performance.

• Improved the Tasks project filter, now a multi-select.
• Improved the CRM services and products filter with a built-in search box.
• Improved guided onboarding so data, services, and addresses are captured without interruptions.
• Improved website scanning and file classification for Cybix AI in guided onboarding.
• Improved Sales & Operations with website links in Work Orders and Purchase Orders, with larger text and a clearer link color.
• Improved image handling in Phone Hub, including thumbnails for faster loading.
• Improved the SMS right-side panel in Phone Hub.
• Improved Cloud File Manager in Notes.
• Improved Booking Hub to show who booked each appointment and to show whether a meeting is being recorded.
• Improved scrolling in the Tasks Gantt view and faster loading in Tasks.
• Added permanent translation of text messages in Phone Hub.
• Improved Cybix AI chat with a copy button for responses and smooth transitions when switching conversations.
• Removed the "This event has no public questions yet" message in Booking Hub.
• Improved change history so only credential fields that actually changed are recorded (never their values).
• Improved EngageDesk with a "replied" icon on emails, colored contact labels, and a status filter for audience contacts.

Updated

Updates to existing files, languages, templates, configurations, or content.

• Improved the Tasks project filter, now a multi-select.
• Improved the CRM services and products filter with a built-in search box.
• Improved guided onboarding so data, services, and addresses are captured without interruptions.
• Improved website scanning and file classification for Cybix AI in guided onboarding.
• Improved Sales & Operations with website links in Work Orders and Purchase Orders, with larger text and a clearer link color.
• Improved image handling in Phone Hub, including thumbnails for faster loading.
• Improved the SMS right-side panel in Phone Hub.
• Improved Cloud File Manager in Notes.
• Improved Booking Hub to show who booked each appointment and to show whether a meeting is being recorded.
• Improved scrolling in the Tasks Gantt view and faster loading in Tasks.
• Added permanent translation of text messages in Phone Hub.
• Improved Cybix AI chat with a copy button for responses and smooth transitions when switching conversations.
• Removed the "This event has no public questions yet" message in Booking Hub.
• Improved change history so only credential fields that actually changed are recorded (never their values).
• Improved EngageDesk with a "replied" icon on emails, colored contact labels, and a status filter for audience contacts.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Changed the in-progress task icon in the Tasks list and table views.
• Changed Studio Flow in Phone Hub to show the original call date instead of the registration date.
• Changed Cybix AI to notify you privately when a response finishes.

UI/UX

Visual, interface, or user experience improvements.

• Enlarged the requested icons in text messages in Phone Hub.
• Fixed a minor visual issue where a dropdown was partially hidden.
• Redesigned the Agentic Ailune page as an org chart that distinguishes the Manager from AI employees.
• Redesigned the "Ask Cybix AI" widget with a wider layout, AI icon and effects, and the ability to place widgets beside it.
• Redesigned the Cybix AI conversation list: compact rows, grouping by date (Today, Yesterday, Last 7 days, Last 30 days, Older), title search, and a resizable panel.
• Gave Cybix AI chat a more minimalist design with a centered layout and time shown on hover.
• Added a green pulse on in-progress chats and a blue dot for unread responses in Cybix AI.
• Added smooth animation to hide/show conversations, a smaller confirmation notice, and support for pasting multiple images at once.
• Replaced browser pop-ups in EngageDesk with Cybix confirmation windows that show estimated cost and Bits balance.
• Improved the campaign list with Grid/List views and an "Open Filter" button (both remembered).
• Contained the "Share with us" form styles to its own window.
• Improved EngageDesk design and settings pages: reorganized reader, list, and account views, animated icons on Campaign cards, collapsible open mailbox, a two-line inbox header, starred button style, and attachments shown above the message.

Performance

Optimization of system speed, loading, or efficiency.

• Improved Cybix AI initial load time by removing repeated and unnecessary requests.

Security

Changes related to security, permissions, data protection, or access.

• Passwords and keys entered in forms are no longer kept in your session.
• Securely stored email, phone service, and payment gateway passwords and keys.
• Kept Stripe keys stored securely instead of deleting them.
• Required permission to save payment gateway credentials.
• Validated credential form fields and rejected unauthorized fields.
• Hid saved passwords and keys in credential forms (leaving a field empty keeps the saved value).
• Securely stored the system email password and the reCAPTCHA secret key.
• Allowed the security key to be rotated without losing access to saved credentials.
• Prevented credential restore from leaving unreadable or incomplete values.
• Prevented activating a payment gateway with no keys for its selected mode, and prevented deleting the keys of a gateway in use.

Fixed

Fixes for reported errors or bugs.

• Tasks: Fixed completed tasks in the timeline showing another status; the submit button being hidden when many images were attached; other users seeing projects not assigned to them; reject observations not saving; an error when deselecting all statuses; task reminder emails failing; and the project filter list closing when selecting projects.
• Contacts: Fixed adding a phone number, last name not appearing, and label changes affecting all related contacts when editing; incorrect states listed from other countries; label not changing when assigned; editing a business from the Customer role; linking when creating a contact from Users; and limited bulk selection to the current page. Added editable Label and Source selectors.
• CRM: Fixed contact editing from the CRM.
• Agentic Ailune / Ailune Agent: Fixed a pagination offset error and website scanning so repeated content is not charged and results stay within the 500k character budget.
• Booking Hub: Fixed the order and saving of tracking pixels, isolated tracking between logged-in sessions and simultaneous conversions, and fixed cut-off names. Added form feedback for missing required fields.
• Site Builder: Fixed truncated imported HTML, added a source code editor, kept imported styles in revision history, restored imported-page settings (including from published revisions), and reinforced tracking and analytics edge cases and the HTML import process.
• Phone Hub: Fixed Studio Flow report styling, safer Bits handling for SMS/MMS billing (reservations, retries, repeated charges, pending reviews, and provider limits), the SMS campaign second step blocking, an error in SMS tasks, and contact search in SMS now shows people and businesses and their relationships. Shows a clear notice on web and mobile when the call service key cannot be read.
• Cybix AI: Fixed revoked-access handling in web, mobile, and the widget; model selection unified across web, mobile, and dashboard; model and rate validation; reading of referenced files with safe previews; remote images without an extension; rejecting BMP images; avoiding attaching historical files to unrelated queries; preventing duplicate responses or charges for the same turn; billing and history of stopped responses; CRM-related failures; and missing Spanish translations.
• Video Meeting: Fixed syncing and access to Google Meet recordings and transcripts (links are now saved so they keep working after 30 days, with a clear message for older meetings); automated Zoom syncing and fixed access by owner and creation from Booking Hub; secure Zoom downloads; and made recording and transcription optional for Google Meet and Zoom.
• EngageDesk: Fixed unsubscribe links being lost after recipient cleanup; scheduled campaigns being re-checked before sending; bounces linked to the correct email; test email links; campaign steps' "Next" button and toolbar layout; reply order; contact status; test preview personalization; sharing campaigns with Super Administrators; code showing on reload; the audience label window loading too many contacts; the editor layout after releasing editing; and an error when viewing a sent campaign without open tracking. Fixed "Summarize thread" charging twice, long threads keeping the most recent messages, and Gmail notifications during an ongoing sync. Added a campaign replies page and the ability to exclude contacts by label.
• Notes: Fixed errors when opening a file from "Cloud Files Activity".
• ClockEase & Payrolls: Fixed an error when generating a draft payroll after running payroll.
• Billing: Added a notice at card checkout when payments are not configured, and avoided errors on the payment gateway page when no keys are saved.
• Base System: Fixed module access and catalog handling (including showing locked modules in the paid catalog), Cloud Files improvements (create folders for everyone, rename files, folder sizes), the new-user notification email, missing icons, showing the workspace's own email configuration, saving keys exactly as typed (including special characters), the client portal after merging contacts (showing all businesses and merged records across invoices, quotes, notes, and files, and joining "Emails we sent you" into "Email Preferences"), and a visual error when no card exists for purchasing a module.

Removed

Definitive removal of features, routes, options, or modules.

• Removed the default Stripe test keys that were installed in new workspaces.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added close punch-in without punch-out button in ClockEase for quick attendance closure.
• Added partial payment breakdown view in Billing for unpaid invoices.
• Added contact lightbox accessible from the Billing invoice list.
• Added Block Availability feature in Booking Hub to manually block time slots.
• Added Appointment Templates in Booking Hub for faster event scheduling.
• Added workspace company name to mobile push notifications.
• Added Home and Apps page position saving — the app now remembers layout preferences per user.
• Added Help and Portal quick-access buttons.
• Added Cybix AI for Onboarding to guide new users through setup.
• Added AI import consumption billing via Bits for Cybix AI.
• Added Product filter in CRM for filtering deals by product.
• Added a powerful new AI engine to support future AI capabilities.
• Replaced Ailune's conversational engine with a smarter, more capable AI assistant (Agentic Ailune), with conversation memory, handoff capabilities, and secure actions.
• Added the Agentic Ailune module with a phased rollout: AI Workforce Foundation, Expanded AI Capabilities, AI Manager with Smart Skills, and Full Platform Integration.
• Added Cybix AI integration with a powerful new AI engine, replacing the previous system.
• Added Customer portfolio in CRM to differentiate current lead owner, historical salesperson, and commercial account owner.
• Added period selector by year in CRM including All Years for contextualizing orders and revenue.
• Added Recurring vs. one-time payment filter in CRM.
• Added Omnichannel activity analysis in CRM using calls, SMS, voicemail (Phone Hub), WhatsApp, and EngageDesk emails to evaluate Sales Agent activity.
• Added Omnichannel work verified indicator in CRM with separate totals for Phone Hub, WhatsApp, and EngageDesk.
• Added Bulk reassignment of Leads in CRM with agent selection, reason, and scope validation.
• Added Gerencial alert to Sales Agent via platform notification system when a lead shows inactivity.
• Added Compensation plan effective dates in Sales & Operations to track plan changes historically by Team.
• Added Revert invoice to Unpaid option in Billing.
• Added Change invoice date action in Billing.
• Added Daily automated recurring invoice generation in Billing.
• Added Quick dial button on the dashboard call widget.
• Added Maintenance page shown during workspace updates.
• Added Module capability application to workspace (Phase 2).
• Added Booking calendar by event type with separate views per event.
• Added Quick appointment form in Booking Hub events.
• Added Google Workspace / Gmail integration and email log registration.
• Added Workspace Access from Portal integration with operational account protection.
• Added File attachments in Tasks.
• Added Lead conversion to Won sends system access to the contact.
• Added Convert contact to Customer with option to grant system access with Customer role.
• Added Convert contact to Lead button from contact profile or edit view.
• Added Job title display in Business contact view.
• Added Resend Work Order button in Sales & Operations.
• Added HTML import in Site Builder — attach an HTML file or paste raw HTML.
• Added Ailune Skill levels (Essential/Professional/Expert) with Auto mode instead of manual model selection.
• Added individual AI team member autonomy settings — each user can decide how much freedom their AI team has.
• Added import of legacy chat history into Agentic Ailune website channel.
• Added branch-specific knowledge selection for Ailune to read only selected information per branch.
• Added PDF, Excel, and Word upload to the Ailune Knowledge tab for the Website Widget.

Improved

Improvements to existing features or general system performance.

• Improved Billing with full-screen contact lightbox, repositioned partial payments, and print/PDF inclusion.
• Improved Booking Hub shared event list and lightbox with copy feedback.
• Improved Booking Hub time display from military to AM/PM format.
• Improved Booking Hub appointment management with video call link or Google Maps address link.
• Improved Booking Hub scheduling engine to validate overlapping times, shared calendar conflicts, Google/Outlook busy events, and manual blocks.
• Improved Booking Hub to preserve event colors and exclude rescheduled event from conflict check.
• Improved Booking Hub shared team scheduling with individual visibility and access modes.
• Improved Agentic Ailune with improved sales behavior and secure website context.
• Improved Cybix AI with instant message display, streaming response format, and voice dictation.
• Improved Cybix AI composer redesign with responsive layout and file drag/drop support.
• Improved CRM lead reassignment with a single shared modal across Board and List views.
• Improved CRM gerencial evaluation to consider real omnichannel communication activity.
• Improved CRM customer portfolio with billing cycles, accumulated value, period, salesperson, and acquired services.
• Improved CRM commercial signals to show one coherent recommendation among recent purchase, cross-sell, possible repurchase, and stable customer.
• Improved Sales & Operations commission and bonus calculations to apply correct plan, leader, and rules based on each operation's historical date.
• Improved Billing filters in reports.
• Improved Contacts timeline — now more complete as part of Contacts, not just CRM, with descriptive activity logs.
• Improved Contacts statement tab with new filters and print button.
• Improved Notes & Files with folder rename option and conditional restriction when modules are not installed.
• Improved report filters for Notes, Quotes, Online Estimates, Tasks, ClockEase, Phone Hub, and Billing.
• Improved ClockEase punch-in/out editing experience.
• Improved payroll history view with two new filters and default filter to show only approved payrolls for the current year.
• Improved Customer role experience: restricted permissions, improved dashboard cards, notes access, file visibility, and lightbox behavior.
• Improved Cybix AI suggestions to reflect the user's modules and previous questions.
• Improved Sales & Operations compensation plan management with effective dates, reload/edit for past or current plans, and idempotent bonus generation.
• Improved Booking Hub team scheduling engine for shared availability validation.

Updated

Updates to existing files, languages, templates, configurations, or content.

• Updated the core platform to a newer, faster version for improved performance and stability.
• Added Sign in with Apple ID for the Cybix mobile app.
• Added per-user incoming call settings in Phone Hub.
• Added missed call push notification when a call is not answered.
• Updated EngageDesk email sync engine for improved reliability and compatibility.
• Added new partial payments system for Billing in the mobile app.
• Added email notifications for new mail (web bell + mobile push) in EngageDesk.
• Updated the mobile app with Block Availability support for Booking Hub.
• Added the ability to configure custom AI settings for Cybix AI.
• Implemented Agentic Ailune dashboard interface and complete website channel.
• Added translatable welcome message by language for Agentic Ailune website channel.
• Implemented real business context sharing for Agentic Ailune.
• Added weekly schedule configuration for Agentic Ailune.
• Added independent conversations and prospect capture in Agentic Ailune.
• Added WhatsApp outgoing message attribution per Sales Agent for activity tracking.
• Updated Cybix AI to work independently from Agentic Ailune for better performance.
• Updated Cybix AI to fully support PDF, TXT, CSV, and MD file uploads in conversations.
• Updated platform to allow purchasing module capabilities from the workspace (Phase 3).
• Redesigned Booking Hub team event sharing flow.
• Updated background processing to ensure smooth workspace updates without interruptions.
• Removed the Prompts page from Cybix AI; Terms & Conditions moved to a dedicated page.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Renamed payroll card labels and updated list styles and text in ClockEase.
• Changed Portal URL to https://portal.cybix.us/login.
• Reorganized Booking Hub templates into new internal folders.
• Clarified "Acquired by" in CRM as the first-sale salesperson, preserved independently from the current lead owner.
• Changed CRM gerencial default view to show only Active leads, with option to toggle between Active, On Hold, and All.
• Replaced the previous attention classification with the scale: Upcoming, In Progress, Alert, Analyze, Critical based on days of delay.
• Incoming communications now count as Lead responses — not incorrectly credited as salesperson activity.
• Changed CRM report default stage from Prospect and Leads to All Stages, with Active as initial status.
• Commissions and bonuses are now generated exclusively from fully paid invoices (partial, unpaid, or voided invoices are excluded).
• Bank receipt in compensation payments and Payroll History is now optional (still stored privately when attached).

UI/UX

Visual, interface, or user experience improvements.

• Improved overall dashboard styles.
• Improved responsive layout for Contacts card views.
• Added "answered by another user" message in app when multiple users respond to the same call simultaneously.
• Improved Phone Hub so numbers assigned to users without the app go directly to voicemail instead of ringing for 30 seconds.
• Improved and reduced the Phone Hub dial pad.
• Added new filter in Phone Hub contact list.
• Improved Ailune Agent UI/UX for conversations, analytics, integrations, Google Analytics, Cybix Actions, and the widget.
• Improved Agentic Ailune UI/UX on all pages, including speech-to-text for testing.
• Improved Cybix AI — new chat icon, cover, and avatars; new chat composer design; messages appear instantly with streaming format.
• Improved CRM reassignment with a single shared modal across Board and List views.
• Improved CRM gerencial view — removed Sales Agent summary and replaced with blue KPI cards, icons, and improved visual hierarchy.
• Improved CRM unified Actions column with a compact dropdown for Timeline, reassignment, and Sales Agent alerts.
• Improved CRM table to show compact chips per channel, incoming responses, last verified contact, and source system.
• Improved CRM filters into a single compact row positioned before KPIs and results.
• Improved CRM customer view with compact action menu, sales history lightbox, and visual differentiation for complex or banned customers.
• Improved Sales & Operations product/service selector with green labels, highlighted selections, and continuous multi-select.
• Improved Booking Hub shared form to allow individual visibility and access mode per user.
• Improved Phone Hub call report with executive hero and compact KPIs.
• Corrected Site Builder UI/UX for connected domains so deleted domains disappear from the list.
• Improved Agentic Ailune UI/UX with permission for Halley website channel agent.

Performance

Optimization of system speed, loading, or efficiency.

• Improved Customer role dashboard experience with notes creation, file access, and lightbox capabilities.
• Improved CRM lead communication collection to run in batches, avoiding individual queries per Lead.
• Improved Contacts to prevent duplicate family relations when saving repeatedly.
• Standardized report layout pattern across all modules: Contacts, Notes, Billing, Quotes, Online Estimates, Tasks, ClockEase, Phone Hub — compact KPIs, empty states, executive print, and dynamic export names

Security

Changes related to security, permissions, data protection, or access.

• Improved Phone Hub call settings permissions and moved App Call Settings to Sales Manager in the module.
• Improved CRM security protections for form submissions.
• Restricted gerencial reassignment access based on organizational hierarchy and authorized Sales Agent scope.
• Protected the historical salesperson of each Work Order to prevent future lead reassignment from changing who made the sale.
• Blocked CRM access for contacts classified as Banned Client or Challenging Customer with additional security checks.
• Maintained Work Order filtering within authorized scope even when the selector shows the full service catalog.
• Outgoing activity only credited to the identified Sales Agent who is the current responsible for the Lead.

Fixed

Fixes for reported errors or bugs.

• Fixed Sales & Operations: team edit type error from Human Resources resolved.
• Fixed Sales & Operations: Expenses now support longer descriptions.
• Fixed Sales & Operations: all Expenses filters (Status, date range, Vendor, Branch, Financial Account, Search) corrected with combined filters, persistence, and Clear.
• Fixed Sales & Operations: commission generation for Sales Manager receiving commissions both as salesperson and team leader corrected.
• Fixed Sales & Operations: approval blocking when salesperson and Sales Manager commissions from same sale resolved.
• Fixed incoming call notifications for the mobile app.
• Fixed Mobile API: Google Sign-In for the app configured correctly.
• Fixed mobile app push notification bug resolved.
• Fixed Mobile API: sign-in with Google app flow fixed.
• Fixed mobile app: tapping a notification on iPhone now opens the correct screen.
• Fixed Mobile API: EngageDesk email list no longer fetches full email body for each message (performance improvement).
• Fixed Mobile API: email dates appearing hours in the future corrected.
• Fixed Mobile API: contact open was triggering phone module queries even when module was not installed.
• Fixed EngageDesk: sent emails now correctly appear in the Sent folder.
• Fixed EngageDesk: email dates now display correctly for sent messages.
• Fixed EngageDesk: email sync now runs more reliably in the background.
• Fixed EngageDesk: file attachment issue fixed; deletion before send is now allowed.
• Fixed Site Builder: custom domain deletion now properly removes domain from the list.
• Fixed Site Builder: www connection improved and safe custom domain rendering.
• Fixed Booking Hub: lightbox for sharing events between users corrected.
• Fixed Booking Hub: calendars now compare availability correctly.
• Fixed Booking Hub: shared booking permissions corrected.
• Fixed Booking Hub: historical participants preserved when rescheduling.
• Fixed Booking Hub: booking conflicts at reschedule resolved.
• Fixed Booking Hub: video provider eligibility and team reassignment corrected.
• Fixed Ailune Agent: multiple behavior and training corrections including human handoff stability, auto-refresh in conversations, real business hours, web scraping review, visitor data capture, and model/Bits selection from shared catalog.
• Fixed Agentic Ailune: widget contact form was incorrectly rejecting all submissions — corrected.
• Fixed Agentic Ailune: analytics channel filter, lead count per person, and service controls hidden from unauthorized users.
• Fixed Fleet Hub: new vehicle registration errors corrected.
• Fixed Fleet Hub: issue registration error corrected.
• Fixed Fleet Hub: GPS limits devices by provider permissions.
• Fixed Fleet Hub: Fleet role could not see related modules — corrected.
• Fixed Chat/Connect: other roles could not access the module — corrected.
• Fixed Contacts: SMS tab was mixing messages between phone numbers — corrected.
• Fixed Contacts: contact list filter where counts were resetting to 0 — corrected.
• Fixed Base System: login redirect for Customer role on production servers corrected.
• Fixed Base System: Company Owner login bug corrected.
• Fixed Base System: email sending in Forgot Password flow corrected.
• Fixed Base System: password confirmation field showing mismatch error when passwords matched — corrected.
• Fixed Base System: notifications now only visible to Company Owner.
• Fixed Base System: role inheritance corrected.
• Fixed Base System: roles escalability and ability for a role to create similar roles corrected.
• Fixed Base System: Google Send As alias and test email corrected.
• Fixed Base System: Bits purchase reconciliation with Portal and credit classification in ledger.
• Fixed Base System: update marked as failed if emergency file is not restored.
• Fixed Base System: operational account login restriction now applied to mobile login as well.
• Fixed WhatsApp: removed internal debugging code for improved stability.

Removed

Definitive removal of features, routes, options, or modules.

• Removed "Run" text from the "Pay Payroll" button in ClockEase.
• Removed responsive SMS/voicemail/call buttons that were redundant on desktop.
• Removed the inactive customer signal from regular customers to avoid ambiguous red alerts and redundant commercial recommendations.
• Removed the legacy Ailune Agent module — replaced by Agentic Ailune.

Overview

Updated

Updates to existing files, languages, templates, configurations, or content.

• Updated the core platform to a newer version, improving overall performance, stability, and long-term support.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added Banks and Financial Accounts administration to track company bank accounts, credit cards, and payment methods. Includes 20 common US banks with logos.
• Added Financial Account selector in Expenses and Receipt Upload so each payment is linked to the card or account used.
• Added Financial Account field in Approved for Payment to specify which bank account was used for commission payouts.
• Added Payroll History as a separate view for approved, paid, or locked payroll runs.
• Added recipient email field in Site Builder Contact Forms so messages go directly to the right destination.
• Added Gmail OAuth connection for EngageDesk, allowing direct connection to Gmail mailboxes with full folder sync.
• Added AI writing assistant inside EngageDesk to help compose and improve emails.
• Added contact search when composing an email in EngageDesk.
• Added Simplified Inbox for Gmail in EngageDesk — all messages appear in a single unified inbox.
• Added QR Code import for Contacts to capture contact information from QR images.
• Added Linked PO/WO selector in Billing when creating an invoice, to manually link it to a Work Order or Purchase Order.
• Added visible and editable invoice issue date with today's date as default (no future dates allowed).
• Added Invoice Date field when generating an invoice from a Work Order.
• Added visible PO/WO column in the Billing list for quick order identification.
• Added CRM action in Referrals to convert a referral directly into a CRM prospect.
• Added filter in CRM to differentiate New Lead, Referral, and untagged records.
• Added Cybix AI actions for Tasks, Contacts, CRM, and Connect so the AI assistant can take actions across those modules.
• Added Tips registration in ClockEase with amount, date, employee, and notes — integrated into Payroll gross pay.
• Added Overtime Rules configuration in Module Manager for federal and state-level overtime settings.
• Added Receivables & Payables section in Sales & Operations to manage accounts receivable and payable from one place.
• Added Manual payment history for accounts receivable with date, branch, financial account, reference, amount, and private receipt.
• Added Bank Reconciliation module replacing the Coming Soon placeholder — import bank statements, compare against Cybix ledger, and resolve discrepancies.
• Added Missing in Cybix classification for bank charges not found in the ledger, with option to create an Expense directly.
• Added Mark as Matched action to manually confirm reconciliation matches.
• Added Sales Team Structure tool for Sales Managers to visualize their commercial team from Workforce.
• Added Payroll to Payables flow — approved net payroll can now be sent to Accounts Payable from Payroll History.
• Added Bulk role change in user administration to replace a role across multiple selected users at once.
• Added lead creation from SMS in Phone Hub — available to Sales Managers only.
• Added Scope administration with create, edit, code, description, and active/inactive status.
• Added configurable default scope for Positions integrated with Role Access.
• Added Get Access request forms for Cybix (available in English and Spanish).
• Added a template gallery in Site Builder organized by Landing Pages, Websites, and Hybrids with preview modal and direct selection.
• Added custom domain connection to Site Builder with domain/subdomain management, connection status display, and a global domains overview.
• Added a built-in icon library in Site Builder for quick access to icons without external dependencies.
• Added Recipient email to the Site Builder Contact Form with tamper-proof security protection.

Improved

Improvements to existing features or general system performance.

• Improved Contacts import with AI assistance and better handling of duplicates.
• Improved 1099 summary with monthly adjustment columns (Month, Payroll Snapshot Payments, Monthly Adjustments, 1099 Summary Amount) and a totals row.
• Improved Payroll Review redirect: after approving a run, the system now goes directly to Payroll History.
• Improved EngageDesk sync to detect and sync real IMAP folders (Inbox, Sent, Drafts, Archived) and load older messages from any folder.
• Improved Ailune Agent conversational engine to reliably confirm human handoff when a visitor asks to speak with a person and provides contact details.
• Improved Ailune Agent response formatting to preserve product and service lists on separate lines instead of running text.
• Improved Ailune Agent setup path grouping into clear blocks: Settings (steps 1–5) and Training Center (steps 6–12).
• Improved Billing invoice creation form with a cleaner layout in four cards: Bill To, Invoice Details, Payment Method, and Purchase & Work Orders.
• Improved Billing payment flow with visual tab options for Card, PayPal, Venmo, Zelle, CashApp, and Cash.
• Improved Billing to show PO/WO relationship in the invoice list and invoice detail view.
• Improved Sales & Operations commission breakdown — results grouped by salesperson with subtotals per block for easier review and payment.
• Improved Commissions & Bonuses — sales totals now calculated per unique sale to avoid duplication when multiple Workforce members participate.
• Improved Expense detail view to show associated commission payment lines.
• Improved Site Builder card alignment, icon categories (General, Business, Services, Tools, Media, Social), responsive fixes, and template organization.
• Improved Site Builder background position with visual presets and Custom mode with X/Y percentage.
• Improved Site Builder Command Center to show the primary public URL when a custom domain is configured.
• Improved CRM Assigned To selector with a visual hierarchical dropdown based on Positions and Workforce.
• Improved CRM quick actions bar with compact buttons, consistent colors, and contextual phone menu.
• Improved Phone Hub character counter and block indicator with better visibility and compact layout.
• Improved Phone Hub SMS composer to allow manual text expansion for reviewing long messages.
• Improved Phone Hub Recent Calls actions with consistent colors, hover states, and tooltips for Call, Text Message, Timeline, Edit, and Notes.
• Improved Human Resources Workforce view to fix overflow at 90% zoom and resize column widths, badges, and action buttons.
• Improved ClockEase & Payroll dashboard adopting the visual style of Billing with clearer cards and layout.
• Improved Payroll & 1099 Workspace section with taller, aligned cards and reduced empty space.
• Improved Expense filter with a Financial Account filter to search expenses by account.
• Improved Billing ledger with cleaner debit/credit detail per transaction.
• Improved Extra Work & Tips view with type filtering and a filter alongside Search.
• Improved login error message when database is unavailable — shows a clear authentication message instead of a technical trace.

Updated

Updates to existing files, languages, templates, configurations, or content.

• Updated Payroll to add route /clock-ease/payroll/review with /clock-ease/payroll/reports as a compatibility redirect.
• Updated Ailune Agent translations for new response rules, handoff messages, widget verification, and Setup Path text in English and Spanish.
• Updated EngageDesk to show timezone and specific error when email sync fails.
• Updated EngageDesk with an expandable/collapsible inbox section and a resizable panel between mail accounts and folders.
• Updated Site Builder with translations for domain management, subdomains, DNS states, background position controls, and icon interface.
• Updated ClockEase translations for Extra Work & Tips, Tips, Overtime Rules, and 1099 monthly adjustments.
• Updated Sales & Operations translations for Banks, Financial Accounts, and reconciliation flow.
• Updated Mobile API finalized Contacts migration supporting Person and Business types plus client profile.
• Updated Mobile API with new Roles/Permissions integration.
• Updated Cybix AI to support improved editing of missing fields in AI actions.
• Updated Site Builder installer to open Templates from /site-builder/templates.
• Updated Roles navigation label to "Roles Access & Scopes" in the side menu.
• Updated base positions for CEO/Owner, General Manager, Office Administrator, Sales Agent, Finance Manager, and Customer/Client Contact.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Renamed Payroll Reports to Payroll Review (pending drafts only). Added separate Payroll History for approved runs.
• Renamed Employees & Contractors to Workforce in the ClockEase & Payroll dashboard.
• Renamed Payroll & 1099 to Payroll & 1099 Workspace for clarity.
• Separated 1099 Adjustments and External Services Adjustments into their own flows — each type only allows adjustments for its corresponding worker type.
• Moved Referrals from Sales & Operations into CRM, with legacy routes maintained for existing links.
• Changed Blank templates in Site Builder to create a truly empty canvas with no pre-loaded demo content.
• Moved the Receivables & Payables card to the first position in the financial modules row of the Sales & Operations dashboard.
• Reorganized Payroll & 1099 navigation to show: Run Payroll, Payroll Review, Payroll History, Remittances, 1099 Contractors, External Services, Annual Forms — in that order.
• Reorganized Commissions & Bonuses table into blocks by salesperson, team, and role for clearer LED/MEM commission identification.
• Simplified base departments to Management, Operations, Sales, and Finance.
• Adjusted Ailune Agent billing configuration without any changes to pricing.
• Changed SMS sending in Phone Hub to respect manual line breaks defined by the user and preserve the full message order.
• Defined credits from bank statement (deposits without match) as Needs Review — they do not automatically create Billing Payments.
• Defined receivable payments as income entries in the ledger — they do not create Expenses.

UI/UX

Visual, interface, or user experience improvements.

• Redesigned ClockEase & Payroll dashboard cards with taller layout, better alignment, and reduced empty space.
• Redesigned Billing invoice creation form with four clean cards and modern payment flow.
• Redesigned Commissions & Bonuses view into blocks per salesperson with subtotals and visual sum of selected commissions.
• Redesigned Expense detail view with compact layout showing commission lines.
• Redesigned Sales & Operations Approved for Payment as blocks per salesperson for clearer individual payment processing.
• Redesigned Bank Reconciliation with a two-step flow: Step 1 Load Cybix Ledger, Step 2 Upload Bank Statement.
• Improved Site Builder template cards with skeleton previews, badges, description, Preview and Select actions.
• Improved EngageDesk mail account cards for compact display and better usability with many accounts.
• Improved EngageDesk with modern scrollbars and updated email account view.
• Improved Ailune Agent widget scroll — no longer jumps to latest message while visitor reviews previous conversations.
• Improved Phone Hub block summary positioned below action buttons for better use of message space.
• Improved Human Resources Workforce card label and subtitle for clarity.
• Added Banks and Financial Accounts to the Sales & Operations Module Manager.
• Added Domains submenu inside the Site Builder Module Manager.
• Added permission audit view per user at /admin/users showing roles, positions, access level, scope, allowed actions, and overrides.
• Added visual preview of bank logo in Create/Edit Bank before saving.
• Improved Expense action bar — reordered as: Vendors first, then Upload Receipt / AI Extract, then Expense.
• Improved CRM dashboard with Referrals access card and Approved for Payment card replacing the Sales card.
• Improved CRM list view with Timeline, AI, Call, and Text Msg buttons alongside Action, Edit, and Notes.
• Added Sales Team Structure card to the CRM hub dashboard.
• Improved Password reset/set link error message to show a user-friendly notice instead of a generic "invalid token."
• Added Extra Work & Tips button with separate actions for registering Extra Work and Tips.

Performance

Optimization of system speed, loading, or efficiency.

• Improved Phone Hub navigation between conversations and filters, reducing unnecessary renders and repeated loads.
• Improved CRM lead counters calculated via aggregation to avoid scanning full lists individually per user.

Security

Changes related to security, permissions, data protection, or access.

• Fixed critical vulnerability: WhatsApp webhook could leak Twilio credentials via a controlled URL (CYBIX-GEN-CRIT-001).
• Removed debug endpoint from Blesta integration and its public routes (CYBIX-GEN-HIGH-002).
• SMS webhook now requires mandatory Twilio signature validation to prevent message forgery (CYBIX-GEN-HIGH-006).
• Fixed Super Administrator mobile role assignment protection (CYBIX-GEN-HIGH-001).
• Fixed Task action permissions and scoped ID validation for mobile (CYBIX-GEN-HIGH-007).
• Fixed file download/move ownership and scope checks for mobile (CYBIX-GEN-HIGH-004).
• Fixed Google SSO to block already-blocked users (is_active = false) at login (CYBIX-GEN-HIGH-005).
• Added mandatory secret/header requirement for Bouncie webhook before accepting payloads (CYBIX-GEN-MED-001).
• Added quarantine and safe recovery mechanism for Twilio-rejected SMS.
• Hardened Ailune Agent widget verification to require exact match of script, public key, and domain before marking as Verified.
• Secured Ailune Agent billing log to exclude raw prompts and responses, using safe metadata only.
• Protected Site Builder Contact Form recipient email with HMAC signature to prevent browser-side field manipulation.
• Protected Site Builder domain sync and custom domain removal.
• Added permission clock-ease.admin.overtime-rules to control access to overtime configuration.
• Protected unpublishing of active departments and positions to avoid inconsistencies with Workforce and Organization Chart.
• Protected private bank statement storage — files are never exposed publicly.
• Added scope-based restriction so Sales Managers only see Sales Agents within their authorized hierarchy.
• Added file access validation for private folder files.
• Added role scalability improvements to the permissions system.

Fixed

Fixes for reported errors or bugs.

• Fixed EngageDesk: removed invasive loading indicator when switching between Inbox, Sent, Drafts, and Archived folders.
• Fixed EngageDesk: enabled "Load older messages" in Sent, Drafts, and Archived using the correct folder as source.
• Fixed EngageDesk: resolved an issue where emails from different folders could overlap or appear duplicated.
• Fixed Ailune Agent setup to avoid creating duplicate training rules when updating.
• Fixed Financial Accounts and Banks views to display correctly during initial setup.
• Fixed Payroll Review/History: resolved a display error when separating the two views.
• Fixed Payroll: redirect after approving a run now navigates to Payroll History.
• Fixed ClockEase: prevented 1099 and External Services monthly adjustments from being included in future Payroll Runs.
• Fixed ClockEase: the system now prevents saving 1099 adjustments against W-2 or other profile types.
• Fixed 1099 adjustments: incorporated into the correct annual summary without affecting existing Annual Forms.
• Fixed Billing: corrected invoice status display, partial payment handling, invoice creation errors, and payment gateway validation.
• Fixed Billing: payment redirect after approval now points to Payment History.
• Fixed Phone Hub: SMS respects manual line breaks; message order is fully preserved.
• Fixed Phone Hub: added block guide every 320 characters for manual cut points without splitting words.
• Fixed Site Builder: corrected display errors, page access, website icon support, contact form settings, and panel drag behavior.
• Fixed CRM: Assigned To filter now shows Sales Managers and their Sales Agents correctly per organizational hierarchy.
• Fixed CRM: Board and List views now show the same set of Leads for all active filters.
• Fixed CRM: Referrals sent to CRM are placed in the Not Assigned category with a yellow Referral chip.
• Fixed mobile app: resolved errors when creating, editing, cloning tasks, or adding subtasks from the app.
• Fixed mobile app: role verification now correctly filters by company, preventing incorrect module access denials.
• Fixed mobile app: attendance and time-off actions now correctly enforce editing restrictions based on user role.
• Fixed login error display when the system is temporarily unavailable — shows a clear error message instead of a confusing technical screen.
• Fixed language and translation files across all modules.
• Fixed multiple issues in Human Resources, Workforce, Positions, and Organization Chart synchronization.

Removed

Definitive removal of features, routes, options, or modules.

• Removed Draft Period to Update field from 1099 and External Services adjustments, as it does not apply to draft payrolls.
• Removed Tax Setup from the operational Payroll flow — fiscal configuration now belongs to Module Manager.
• Removed the Modules & Actions view for not providing operational utility.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added BitsWallet, a new usage wallet for AI services, SMS, MMS, calls, voicemail, Studio Flow, and other usage-based features.
• Added EngageDesk, a new email workspace and support desk experience.
• Added Ailune Agent, an embeddable AI assistant for websites with human handoff and training center.
• Added Site Builder for landing pages, websites, templates, SEO settings, and public publishing.
• Added Booking Hub with public booking links, calendar-based workflows, and AI Copilot foundations.
• Added HireFlow as a dedicated applicant intake and hiring management module.
• Added new Task views, including List, Kanban, Calendar, Table, and Gantt.
• Added payroll foundations for W-2 employees, 1099 contractors, external services, remittances, reports, and annual forms.
• Added Cybix AI features, expanded with multiple LLM providers, PDF/DOCX/TXT reading, shared chats, contextual module access, and foundations for operational actions.
• Added Compensation Runs, commission and bonus approval, invoice generation from Work/Purchase Orders, and initial recurring service support.
• Added expanded mobile app support for authentication, contacts, messages, Billing, Connect, Cybix AI, Notes & Files, Tasks, Fleet Hub, Booking Hub, HireFlow, ClockEase, and administration.

Improved

Improvements to existing features or general system performance.

• Improved Billing with new dashboard metrics, invoice actions, payment tracking, quick filters, reports, and QuickBooks workflows.
• Improved CRM with better lead filtering, timeline access, sales executive history, email workflows, and AI assistance.
• Improved Sales & Operations with Work Orders, Purchase Orders, Expenses, Vendors, Commissions, Bonuses, Referrals, and operational reporting.
• Improved Phone Hub with AI-assisted messaging, voicemail personalization, Bulk SMS improvements, Studio Flow reporting, and usage tracking.
• Improved Fleet Hub with GPS tracking, maintenance workflows, vehicle cards, driver assignment, and import/search improvements.
• Improved ClockEase & Payrolls with stronger links between worked hours, worker classifications, payroll processing, and reporting.
• Improved Notes & Cloud Files with better file handling across notes, tasks, text messages, and client-uploaded documents.
• Improved Quote Flow with quote validity, tabs, previews, email templates, translations, Online Estimates, and language-specific copy links.
• Improved EngageDesk with synchronization, a global composer, personal IMAP/SMTP accounts, folders, local Sent, attachments, Reply/Reply All/Forward, and validations.
• Improved Ailune Agent with a real public widget, language selection, domain installation verification, visitor conversations, tests, and stability.

Updated

Updates to existing files, languages, templates, configurations, or content.

• Updated several interface texts and workflows for better bilingual support.
• Updated email templates, status labels, module descriptions, and workflow messages across multiple areas.
• Updated workspace setup, company information fields, branches, business hours, and tax-related configuration fields.
• Updated module access, entitlement, and workspace configuration behavior through the Cybix Portal.
• Updated payroll reports and snapshots to separate drafts from official totals, improve remittances, and preserve approved calculations.
• Updated Fleet Hub integrations and settings for Bouncie, Zubie, Samsara, and Tesla Fleet, including Portal connection and GPS Tracker improvements.
• Updated templates, dashboards, and views in Booking Hub, HireFlow, Site Builder, EngageDesk, Quotes, and Billing to reflect the new workflows.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Changed Phone to Phone Hub to reflect its expanded scope across calls, messages, voicemail, Studio Flow, AI assistance, and usage tracking.
• Changed Chat to Connect to align with a modernized messaging experience featuring better link handling, voice notes, private file sharing, and AI integrations.
• Changed Notes to Notes & Cloud Files to highlight its transformation into a centralized document repository for notes, attachments, and module-based shared storage.
• Changed Sales to Sales & Operations to better represent the integration of operational workflows like Work Orders, expenses, vendors, and automated commission tracking.
• Changed Google Meet to Video Meetings to support more meeting providers.
• Changed and moved Applicants Intake from Human Resources into HireFlow as a standalone hiring module to provide a dedicated, metrics-driven funnel experience for applicant management.
• Moved several third-party connections and integrations into the Cybix Portal for centralized management, improving administrative control, workspace scalability, and security.

UI/UX

Visual, interface, or user experience improvements.

• Redesigned the main navigation structure for easier access to modules and tools.
• Added menu search to help users find sections faster.
• Improved dashboard layouts, cards, empty states, tabs, filters, badges, and action menus across the platform.
• Improved responsive layouts for better use on different screen sizes.
• Improved public forms, booking views, estimate forms, file views, message views, and admin screens.
• Improved visual editor panels, templates, previews, public rendering, and element controls in Site Builder.
• Improved user experience and stability in Billing, CRM, Tasks, Phone Hub, Fleet Hub, HireFlow, Booking Hub, Site Builder, and EngageDesk.

Performance

Optimization of system speed, loading, or efficiency.

• Improved performance in task creation, editing, cloning, and task board interactions.
• Improved EngageDesk email synchronization and message loading reliability.
• Improved Ailune Agent real-time message delivery and public conversation handling.
• Improved several responsive list views and dashboard loading patterns, reducing unnecessary page reloads.

Security

Changes related to security, permissions, data protection, or access.

• Strengthened role-based access control and permissions across several modules.
• Improved private storage handling for AI files, chat files, email attachments, uploaded documents, and shared files.
• Improved protection of credentials, public keys, tokens, SMTP errors, and integration secrets.
• Added safer handling for public widgets, public forms, public pages, and shared components.
• Improved security protections for Site Builder HTML, CSS, embeds, and public submissions.
• Added stronger controls around Ailune Agent public access, allowed domains, conversation tokens, and privacy-safe analytics.
• Added strict sender validation, ownership checks, active personal SMTP account validation, and safer error handling in EngageDesk.

Fixed

Fixes for reported errors or bugs.

• Fixed multiple issues reported during the beta cycle across Billing, CRM, Tasks, Phone Hub, Fleet Hub, Booking Hub, EngageDesk, Site Builder, Ailune Agent, and mobile API foundations.
• Fixed inconsistencies in filters, dashboard counters, form validations, public links, permissions, imports, exports, and responsive views.
• Fixed several edge cases related to payment workflows, file uploads, message handling, AI usage tracking, payroll calculations, and third-party integrations.
• Fixed specific cases in Payroll, including worked hours, state withholding, remittances, reports, W-2 calculations, and approved compensation data.
• Fixed and stabilized the Compose, Reply, Reply All, and Forward flow in EngageDesk to reduce context loss, duplicates, and sending errors.

Removed

Definitive removal of features, routes, options, or modules.

• Removed or replaced older workflows that were no longer aligned with the new Cybix Portal and module management.
• Removed outdated interface elements, buttons, submenus, views, and debug outputs that were replaced by newer dashboards, cards, filters, and action menus.
• Removed outdated Ailune access points, establishing a clearer separation between the public widget and the admin interface.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added strict administrative controls to filter application-wide data sets by specific User Roles.
• Integrated an automated cryptographic Password Generation engine coupled with a real-time password strength security indicator.
• Added robust secure Profile Password enforcement mechanisms directly into the user settings panel.
• Added a direct click-to-call action shortcut button straight from the tabular Contact List interface.
• Added automated data migration steps when transitioning records from **Add Contact to CRM** and **Clients to CRM**.
• Added a quick-access utility within Phone Hub to launch the interactive Dial Pad instantly from any active SMS thread view.
• Created automated configuration seeders for spinning up standalone **Cybix Demonstration** user sandboxes.

Improved

Improvements to existing features or general system performance.

• Improved message processing to automatically block duplicate messages.
• Improved the size and clickability of drop-down arrow buttons.
• Improved system notifications to show clear error messages when a file import fails.
• Improved loading speed of the Notes List by optimizing how images are displayed.
• Improved the layout, access metrics, and analytics cards on the Super Admin Dashboard.
• Improved contact filtering accuracy.
• Improved automatic handling of multiple phone numbers when a lead is identified as a Business Contact.
• Improved chronological workflow visibility by introducing a structured Events tracking module.

Updated

Updates to existing files, languages, templates, configurations, or content.

• Updated internationalization dictionaries and Language Files across all supported locales.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Changed the display overlay position for interactive Password Change Feedback response text.
• Fixed Voicemail List to display voicemails correctly.
• Fixed the page from reloading unexpectedly at the end of a phone call.
• Fixed layout accessibility blocks affecting the contextual "More" options button inside the Phone List module.
• Changed color settings so administrators can now customize all pipeline status colors freely.
• Changed pipeline workflow rules to allow operators to freely **Rename Steps** and modify their respective kanban visual colors.

UI/UX

Visual, interface, or user experience improvements.

• Improved user interaction ergonomics within **Customers** profiles by relocating the active "Add Note" action button directly to the right panel.

Performance

Optimization of system speed, loading, or efficiency.

• Optimized visual asset layouts and rendering speeds for Notes and Buttons within the Customers module interface.

Fixed

Fixes for reported errors or bugs.

• Fixed critical data fetching boundaries inside the primary Invoices Tab ledger.
• Fixed image rendering restrictions and row alignment blocks within the corporate Receipts View.
• Fixed Related Contacts to require a relationship type when linking two contacts.
• Fixed Work Order resending for specific phone numbers.
• Fixed issues with unassigned phone numbers not being handled correctly.
• Fixed Excel exports where some cells showed "processing complete" text instead of the actual content.
• Fixed text message delivery status to stop showing false errors on successfully sent messages.
• Fixed the Save Draft feature to work reliably.
• Fixed the Services Order field to accept only valid values.
• Fixed rendering breaks and missing user rows across the primary Teams List View.
• Fixed Module Manager to correctly load components when selected.
• Fixed errors when purchasing or creating Bits from the admin panel.
• Fixed phone number duplicate detection to work instantly when adding new contacts.
• Fixed schedule allocation requirements, forcing the system to explicitly assign **Schedules to an Employee** before unlocking the physical punch in/out buttons.
• Fixed duplicate field issues when merging contacts.
• Fixed name translations being lost during bulk renaming.
• Fixed a security issue to ensure all outgoing emails are safe and properly formatted.
• Fixed validation in the Resend Work Order form.
• Fixed the security check on the Registration form and improved the mobile layout.
• Fixed rounding errors in the Worked Hours Report.
• Fixed a data retrieval issue affecting image display.
• Fixed the Edit Status button not displaying correctly in certain views.
• Fixed tracking duplication and visibility leaks within the Group Deals kanban pipelines.
• Fixed reporting bounds to eliminate unintended mathematical **Negative Numbers** inside data analysis exports.
• Fixed searching capabilities by embedding an instant type-ahead Search Function when dynamically loading complex product catalogs.
• Fixed tracking boundaries and accurate overtime summation inside the Timesheet Report engine.
• Addressed and resolved various minor system performance anomalies and bugs across selected task views and main platform modules.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added an interactive Mute button and real-time Dial Pad functionality directly inside the active Phone interface.
• Added automated live call duration tracking and logging metrics within the Phone system.
• Added a summary notification counter showing the exact number of new leads, alongside optimizing the background logic to ensure no errors occur during CRM lead assignments or staff reassignments.
• Added a comprehensive interactive Tasks Timeline view alongside modernized structural data entry forms.

Improved

Improvements to existing features or general system performance.

• Improved the CRM sales architecture by granting representatives the flexibility to process an established "customer as lead" or a single "contact as lead."
• Improved stage integrity within the CRM pipeline by engineering database state-locks that prevent accidental deal stage changes when dropping a note, modifying a calendar event, or editing a timeline activity.
• Improved data tables, filtering speed, and status badges across the primary CRM work order list view.
• Improved access security within Tasks by restricting the visibility and execution of specific task buttons based on precise user role permissions.
• Improved typography, spacing styles, and chronological connections within the interactive Tasks Timeline layout.
• Improved communication analytics by integrating additional filtering parameters into the Phone SMS reporting engine.

Fixed

Fixes for reported errors or bugs.

• Fixed visual alignment bugs and general editing form constraints inside the core Contacts workspace.
• Fixed cross-filtering criteria conflicts across the main dashboards of the CRM.
• Fixed generation blockages and template parsing anomalies during automated CRM work order creation.
• Fixed critical submission breaks when modifying data parameters inside the CRM lead editing panel.
• Fixed pagination, missing records, and rendering layout errors in the main CRM work order data table.
• Fixed the interactive "Delete Digits" backspace button responsiveness on the virtual Phone keypad.
• Fixed duration counter drift and database synchronization logging errors for completed Phone calls.
• Fixed analytical reporting anomalies and date boundary mismatches on exportable Phone SMS reports.
• Fixed state handling errors where active Tasks status filters failed to apply or refresh automatically.
• Fixed automated database synchronization failures when executing a Tasks bulk status change operation.
• Fixed missing rows, broken query filters, and inaccurate clock-in summaries inside exportable ClockEase report results.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added comprehensive validation rules and structural corrections for international Country Codes on phone numbers across the platform.
• Added organization and categorization labels directly within the Tasks management module.
• Added administrative capabilities to bulk-unpublish active Recurring Tasks simultaneously.
• Added matching bulk-unpublish capabilities for operational CRM Recurring Tasks.
• Added automated CC integration to include an additional salesperson email on dispatched CRM Work Orders.
• Added a responsive vertical pagination layer within the CRM kanban boards to smooth out rapid item drag-and-drop actions.
• Added a dedicated salesperson assignment field directly inside the quick CRM Add Contact and Add Customer input forms.
• Added a prominent notification sticker badge to instantly alert staff of fresh new lead assignments within the CRM.
• Modified and refined the base structural contact type mapping rules inside the CRM Leads funnel.
• Added a direct transaction shortcut action button inside customer profiles to quickly sell something new within the CRM.
• Modified contact type classifications displayed inside the Phone SMS conversation interface views.
• Added phone number validation and configuration checks in Phone Hub.

Fixed

Fixes for reported errors or bugs.

• Fixed amount validation in Turo Sales records.
• Fixed recurring tasks that were not executing on schedule.
• Fixed text display issues in Cybix AI.
• Fixed duplicate entries and improved text formatting in Terms & Conditions.
• Fixed scrolling issues in the WhatsApp panel.
• Changed the phone number label from "Phone Twilio's Number" to "Cybix Phone Number" in Phone Hub settings.

Overview

Fixed

Fixes for reported errors or bugs.

• Fixed a bug where editing one role could accidentally change permissions for other roles.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added new action buttons for Cybix AI to perform tasks directly.
• Added support for Cybix AI to generate and manage images.
• Added a specialized lead source intake form inside the CRM for creating and linking referred contacts.
• Added referral tracking in Contacts to identify which customers referred others.
• Added a quick-access **Unassigned Filter** shortcut within the core CRM operational interface.
• Added deep client distinction criteria and behavioral data filtering layers inside the core Contacts module.
• Added a multi-state status filter to Contacts alongside administrative actions to bulk-unassign active leads when a CRM connection is present.
• Added a usage report within the admin panel of Cybix AI.
• Added an organized **Label Filter** dropdown component inside the primary Contacts tracking list view.
• Added account registration tracking dates to the global user list, alongside designing a brand-new workspace view for Teams management.

Improved

Improvements to existing features or general system performance.

• Improved image quality and loading speed for all attachments across the platform.
• Improved the CRM customer lifecycle by triggering automated data syncs whenever a contact converts into an active client.
• Improved business profiles with an option to mark a business as an active client.
• Improved the CRM client details lightbox experience and integrated a new corporate structure **Type Filter** to separate Persons from Businesses.
• Improved the CRM bulk **Reassign Lightbox** layout with faster rendering and tighter target staff filtering rules.
• Improved data transformation consistency inside Contacts when changing contact records to active clients and vice versa.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Changed the functional action button label text inside the operational CRM Work Orders workflow.
• Fixed ClockEase setup to prevent errors when registering new workers.

Fixed

Fixes for reported errors or bugs.

• Fixed data submission errors on the internal corporate CRM References form.
• Fixed critical submission and state-handling bugs when executing a direct CRM contact edit block.
• Fixed erratic checkbox selection behaviors during bulk staff reassignments within the CRM Deals board.
• Fixed conditional CRM permission matrices to ensure accurate global customer profile visibility.
• Fixed timeline generation breaks when parsing an empty activity stream or unassigned calendar event inside the CRM.
• Fixed system setup to improve Cybix AI responses and expand support email processing.
• Fixed Cybix AI chat connection stability — conversations no longer disconnect unexpectedly.
• Fixed image sending in Cybix AI conversations.
• Fixed the search field to work correctly across all views.
• Fixed field alignment and validation loops inside the **Add Customer** and **Add Contact** data input modals in the CRM.
• Fixed matching structural form alignment issues within the **Add Customer** and **Add Contact** modal layouts inside ClockEase.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Added comprehensive handling and verification functionality for Business Duplicates across the system.
• Added deep merging capabilities for business profiles alongside centralized view and edit management tabs.
• Added web scraping background tasks to supply structured JSON updates directly into the Cybix AI knowledge base.

Improved

Improvements to existing features or general system performance.

• Improved the CRM timeline by linking calendar events directly to interaction notes and dynamically showing business visibility whenever a contact is linked to an organization.
• Improved the CRM click-to-dial interface with a direct dialing action button and refined the automated title layouts for event notes.
• Improved the CRM contact view usability by significantly increasing the interface phone number font size.

Changed

Modifications that alter usage, names, or structure, but are not entirely new features.

• Changed the non-functional static interface text overlay on the Prompt Buttons across AI interaction fields.

Security

Changes related to security, permissions, data protection, or access.

• Enabled transparent operator debugging by exposing real-time User Mail Sending Error technical details to authorized administrators.

Fixed

Fixes for reported errors or bugs.

• Fixed localized Email dispatch blockages when routing notifications or automated system messages directly to internal platform users.
• Fixed the Quick Add Lead form in CRM to correctly save and link business contacts.
• Fixed the CRM outbound calling component so clicking a telephone number instantly triggers and launches the telephony communication modal window.
• Fixed date filtering, dashboard display, and reporting errors in Fleet Hub and Turo Sales.
• Fixed email sending to always include the sender's email address.
• Fixed Contact editing execution errors and introduced an instant status-toggle shortcut execution by clicking directly on the active status badge.
• Fixed Cybix AI chat to maintain stable, uninterrupted conversations.
• Fixed a crash when accessing a company branch with no data, along with minor text corrections.

Overview

Fixed

Fixes for reported errors or bugs.

• Fixed critical visual rendering and layout issues in the Cybix AI workspace interface.
• Fixed core component bugs to restore and stabilize general Cybix AI processing functionality.

Enhancement

New features, modules, or integrations incorporated.

• Added an interactive Tour guide to user profiles.

Fixed

Fixes for reported errors or bugs.

• Fixed logout functionality and improved the profile tour experience.

Overview

Enhancement

New features, modules, or integrations incorporated.

• Incorporated onboarding setup, menu improvements, new animated icons, notification fixes, new email confirmation features, and improved message handling.

Improved

Improvements to existing features or general system performance.

• Improved Fleet Hub language translations.
• Improved the Onboarding View within the Base System.
• Improved the Base System with updates to the Onboarding button and general text modifications.

Updated

Updates to existing files, languages, templates, configurations, or content.

• Updated the platform with a new Spanish language version.
• Updated the platform with new Spanish and English language versions.

Fixed

Fixes for reported errors or bugs.

• Fixed bugs in the Tasks module manager and addressed observations in the core component.
• Fixed bugs in the ClockEase report filter.
• Fixed bugs and enhanced functionality in the CRM module manager.
• Fixed bugs in the Quotes module manager related to Email Templates.
• Fixed bugs in the Online Estimates module manager related to Email Templates.
• Fixed bugs in the Billing module manager related to Email Templates.