Plan

Roadmap

Priorities change with customer feedback. This page tracks themes we are working on now, what comes next, and longer horizons we are exploring.

Technical detail and setup live in Documentation. Influence what we build: send roadmap feedback or discuss on GitHub.

In progress

Actively shipping to early teams.

  • Role-based permissions

    Granular access for reps, managers, and admins across deals, inbox, and AI settings.

  • CRM ↔ calendar sync

    Two-way sync for meetings and reminders tied to deals and contacts.

  • Mobile-friendly approvals

    Review and approve AI-drafted messages from phone without losing context.

Next up

Committed themes after the current milestone.

  • Playbooks

    Sequences that combine human steps and AI assists with clear entry and exit criteria.

  • Deeper CRM integrations

    Bi-directional sync with the CRM you already use for accounts that run hybrid stacks.

  • Evaluation mode for AI

    Shadow drafts and side-by-side scoring before turning autopilot on for a segment.

Exploring

Problems we care about; timing depends on customer demand.

  • Industry packs

    Templates, fields, and policy defaults tuned for agencies, SaaS, and professional services.

  • Partner ecosystem

    Verified connectors and referral workflows with implementation partners.

  • Regional data residency

    Options for hosting and processing in specific regions for regulated buyers.

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