Connected AI assistants can now read envelope status and prepare signature
Sending or withdrawing a live agreement still requires an admin-enabled permission, and signature-envelope access remains clearly marked during connector…
Fix · AI ·
Sending or withdrawing a live agreement still requires an admin-enabled permission, and signature-envelope access remains clearly marked during connector reviews.
September 2026 · Releases & improvements
Changing an order's status no longer fails · Keyboard shortcuts in the website editor now match your computer
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
