Changelog.

Manual changes by section, newest first.

2026-11-06 — Follow-up sequences, replies and text messages

• Follow-ups can now be a sequence. Choose one email, or a three- or four-step sequence for general services, real estate buyers or real estate sellers. See Follow-ups.
• Replies come back to you. A lead’s reply stops their sequence, is forwarded to your contact email, and gets an AI-drafted answer for you to approve. See When a lead replies.
• Clean drafts can send automatically. This is optional and off by default.
• New: text messages. Your own Canadian number, two-way conversations with leads, quiet hours and a monthly allowance. The sequence’s check-in can go out as a text. See Text messages.

2026-10-14 — Alerts when a visitor asks for a person

• You’re now alerted when a visitor asks to talk to a person. One alert per conversation, by email and in Slack or Teams if connected, with the request, page, transcript and the contact details the visitor gave. The assistant asks for contact details if it doesn’t have them and no longer promises a response time. See the FAQ and Transcripts.

2026-09-11 — New price

• The Sales Assistant is now $100/month CAD, down from $199. No change to what it does: unlimited conversations, leads and bookings, and the same shared 100-document ingestion ceiling.
• The bundle split in two — the Growth Bundle at $325/mo and the Pro Bundle at $375/mo, differing only in which Reputation AI tier comes with them. The old $599 bundle maps to the Pro Bundle.

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: