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:
| Section | Status |
|---|---|
| What the Sales Assistant does | Published |
| Logging in | Published |
| Quick start — live in 30 minutes | Published |
| Dashboard at a glance | Published |
| Embedding the widget | Published |
| Defining your Ideal Customer | Published |
| Greeting, tone & qualifying questions | Published |
| Connecting Calendly | Published |
| The booking threshold | Published |
| Knowledge base & document ingestion | Published |
| Lead scoring & lifecycle | Published |
| Reading conversation transcripts | Published |
| CRM integration | Published |
| Notifications | Published |
| Theming & branding | Published |
| Monthly ROI reports | Published |
| Settings reference | Published |
| Pricing & billing | Published |
| Frequently asked questions | Published |
| Troubleshooting | Published |
| Legal & data handling | Published |
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