Portal
Release notes
These are the changes in GothiaAI Portal, the latest first. Portal is updated often, so each entry summarises several small releases and is labelled with the last version in the period.
Updated
Version 1.1.57
Released
Latest version- Compass uses a new, faster language model by default.
- The Compass button has a new icon and is translucent until you point at it.
- Tables now share one pagination control with a choice of rows per page.
Version 1.1.56
Released
Covers 1.1.53–1.1.56
- Flows can be started by events in Calendar, LeadRadar, CommsHub and other modules, and by webhook.
- A new step for sending data to other systems (HTTP call), and a step that can write text.
- Light and dark theme, which you choose in the user menu.
- The weekly report "deals to watch" is included for all ClientDesk customers.
- You can drag the split between columns in the flow view, and it is remembered.
Version 1.1.52
Released
Covers 1.1.42–1.1.52
- Parallel branches in flows now run at the same time.
- A vault for secrets that flows and Compass can use.
- Email reminders when the trial period is about to end (30, 7 and 1 days before).
- Sortable columns in the administrator views.
- Fewer repeated notifications from SLA monitoring.
Version 1.1.41
Released
Covers 1.1.33–1.1.41
- Step-by-step debugging of flows, with debug runs kept apart from real ones.
- The flow editor has colour choices, copy and paste, Swedish menus and loops with sub-processes.
- Compass can build and control flows directly in the editor.
- The notification bell updates immediately when something new arrives.
- Compass summarises older parts of long conversations so they are not lost.
- The company register in LeadRadar is updated every week.
Version 1.1.32
Released
Covers 1.1.22–1.1.32
- CommsHub: folders, search in the message text too, replies to all participants and links to customers and contact persons.
- Your own templates for system messages, in Swedish and English.
- Notifications for new messages in CommsHub and settings for which notifications you want.
- A new support plan: Pilot, three months free of charge.
Version 1.1.21
Released
Covers 1.1.08–1.1.21
- New: CommsHub, a shared inbox for email.
- The email settings now apply to all modules.
- You can export all of your company’s data yourself.
- JavaScript steps in flows, run in a secure sandbox.
- A date picker on the LeadRadar overview.
Version 1.1.07
Released
Covers 1.1.00–1.1.07
- LeadRadar gets company details from its own register and copies more fields to the customer record when you approve a lead.
- A settings page for LeadRadar with default search, suppression list and role mapping.
- Calendar and To-do have a list view with sortable columns.
- Compass understands which page you are looking at.
Version 1.0.41
Released
Covers 1.0.37–1.0.41
- New: LeadRadar, which finds and qualifies companies, people and contact details, with scoring and approval.
- New: FlowEngine, workflows with a visual editor, timers and follow-up.
- Deleted deals can be restored by an administrator.
- Addresses for companies and contact persons are now separate.
Version 1.0.36
Released
Covers 1.0.30–1.0.36
- Integration with Fortnox and Visma eEkonomi: customers and invoice drafts.
- Sync with the Outlook calendar.
- Company details are fetched from the organisation number.
- Date filters on the overview pages.
Version 1.0.29
Released
Covers 1.0.21–1.0.29
- Compass has a long-term memory on three levels: company, customer and user.
- Compass uses credits according to actual use.
- One shared To-do across all modules.
- Connect Slack and Teams through a webhook.
- A built-in user guide.
Version 1.0.20
Released
Covers 1.0.1–1.0.20
- A guided tour inside the program.
- Automatic sign-out after inactivity.
- A warning before you leave unsaved changes.
- An import can be undone, and names are split into first and last name.
- Services can be booked directly from the calendar.
Version 1.0.0
Released
- The first version of Portal: Calendar, customer register, deals and tasks.
- Compass, the assistant that can search and change your data.
- Payment through Stripe, a trial period and purchase of extra credits.
- Sign-in with SSO and two-factor, password rules and an audit log.
- Swedish and English, GDPR tools and data export.