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Changelog.

Manual changes by section, newest first.


2026-06-14 — Settings moved to a unified hub

  • Settings consolidated — the Embed your widget and Widget configuration cards moved to Settings → Sales Assistant in the new unified Settings hub (top nav). The dashboard’s Settings tab is now a shortcut into the hub; the Knowledge Base stays a dashboard tab. See Settings reference and Dashboard at a glance.

2026-05-29 — v0.5

Initial web publication. Content migrated from P05-USER-MANUAL-v3.docx.

Editorial choices during migration:

  • Section numbering (§1–§22) dropped in favour of section links — every cross-reference now points to the relevant in-site page.
  • Inline “Note:” and “Important:” callouts promoted to structured <Callout> components throughout.
  • Glossary terms inlined where they appear instead of a separate end-page glossary — terms are defined in context where you first meet them.
  • Em-dashes normalised across all step descriptions.
  • The single Quick Start section split out into its own page; the rest of “What the Sales Assistant does” landed in Getting started.
  • Document ingestion (§11) folded into the Knowledge base page rather than its own page — same operator surface, one URL.
  • Lead scoring (§12) and the status lifecycle (§13) combined into a single page — the lifecycle only makes sense in the context of the score buckets.

Sections published:

SectionStatus
What the Sales Assistant doesPublished
Logging inPublished
Quick start — live in 30 minutesPublished
Dashboard at a glancePublished
Embedding the widgetPublished
Defining your Ideal CustomerPublished
Greeting, tone & qualifying questionsPublished
Connecting CalendlyPublished
The booking thresholdPublished
Knowledge base & document ingestionPublished
Lead scoring & lifecyclePublished
Reading conversation transcriptsPublished
CRM integrationPublished
NotificationsPublished
Theming & brandingPublished
Monthly ROI reportsPublished
Settings referencePublished
Pricing & billingPublished
Frequently asked questionsPublished
TroubleshootingPublished
Legal & data handlingPublished
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