Product updates

Changelog

New features, improvements and fixes we've shipped. Follow along to see how the product evolves.

August 29, 2026

Apps from outside developers

New Apps from outside developers — The integrations directory can now list apps built by developers outside ElloCharlie: they write a listing, submit it, and it only appears once our team has reviewed and approved it, so expect more integrations to show up over time.
August 28, 2026

Dashboard focus list links

Fixed Dashboard focus list links — Clicking an item in My Focus now opens the right place — an email notification takes you straight to that email thread on the contact instead of just their record, and a mention in a knowledge base article opens the article instead of dropping you on the dashboard.
Fixed Notifications about deleted contacts — Deleting a contact now stops incoming email from being filed against them, so your focus list no longer shows notifications that lead to a "Person not found" page.
Fixed Opening focus and task items in a new tab — Cmd-click, Ctrl-click or middle-click on a row in Tasks or My Focus now opens it in a new tab like every other list in the app.
August 28, 2026

Your own Granola or Fireflies account

New Your own Granola or Fireflies account — Everyone on your team can now connect their own Granola or Fireflies account, so each person's meeting notes import onto the matching contacts and deals — previously only one account could be connected for the whole company, and connecting yours meant disconnecting a colleague's.
Improved Shared integrations are now admin-only — Connecting or disconnecting a company-wide tool like Slack, QuickBooks or Stripe now needs the Manage settings permission, so one person can no longer remove an integration the whole team depends on — connecting your own personal account, like Granola, still needs no special permission.
Fixed Granola meetings that stopped importing — Meeting notes could stop importing after the first sync, with every later sync reporting zero meetings; syncing now picks up everything it should, including meetings whose notes were still being written the last time we checked.
Fixed The same meeting appearing twice — When two colleagues both record the same call, it now appears once on the deal instead of once for each of them.
August 28, 2026

Full screen in the support chat widget

New Full screen in the support chat widget — Your customers can now open the support chat full screen from a button in its header, which makes long replies far easier to read — the text stays in a comfortable reading column instead of stretching across the whole window.
Improved More room to read in the chat widgets — The "Ask a question" box now starts as a single line and opens up as someone writes, so the conversation gets the space that an empty text box used to take.
August 28, 2026

Chat widget header and full-screen layout

Fixed Chat widget header and full-screen layout — The conversations button at the top of the support chat no longer wraps onto two lines, and in full screen the quick questions now line up with everything else instead of sitting against the left edge.
August 28, 2026

Image settings in the knowledge base editor

New Image settings in the knowledge base editor — Click an image in an article and the right-hand panel now opens its settings, where you can write alt text, add a caption that appears under the image, set how wide it is and line it up left, centre or right — and all of it now shows on the published page, which the width and alignment previously did not.
New Alt text guidance — While you write alt text the editor points out the things that make an image unreadable to someone using a screen reader — a blank description, one that is really a filename like IMG_4821.jpg, or one that runs too long — and there is a Decorative switch for images that are purely visual and should simply be skipped.
August 28, 2026

Connecting Claude to your CRM

Fixed Connecting Claude to your CRM — The setup steps under Developer settings had fallen behind the Claude apps and now match what you will actually see, including the separate path for Team and Enterprise accounts where an admin adds the connector for the whole organisation before anyone can use it.
Fixed Setup steps for Claude Code, Cursor and Windsurf — Claude Code now has a one-command setup that signs you in without needing an API key at all, the Cursor and Windsurf examples name the exact file each one belongs in, and a self-hosted option that pointed at a package we never released has been removed.
August 28, 2026

Connected apps

New Connected apps — Developer settings now lists every app someone has connected to your workspace — which app, who connected it, what it is allowed to reach, and when it was last used — and you can disconnect any of them, which previously was not possible from the app at all.
New Approval for new app connections — Anyone on your team can still connect an app such as Claude, but it cannot read anything until an administrator approves it from Connected apps; administrators approve their own, existing connections keep working untouched, and approving takes effect straight away with no need to reconnect.
Improved Who is using your API — The usage breakdown named every connected app the same anonymous “OAuth Client”, so several people looked like one; it now names the app and the person behind each one, and the credentials count includes connected apps instead of only API keys.
August 27, 2026

Raise a ticket from a conversation

New Raise a ticket from a conversation — Open the contact panel beside any help desk conversation and the new Tickets section will create a ticket already attached to that thread — prefilled from the customer's first message, so one click is usually enough.
New Attach a conversation to a ticket you already have — The same Tickets section can link the conversation to an existing ticket, which previously could only be done from the ticket itself.
New Choose how your ticket numbers read — Portal Settings → Tickets now has a Ticket reference field, so your tickets can read TKT-01026, ACME/01026, or whatever suits your team — everywhere they appear, including your customers' portal.
Improved One way to create a ticket — Every New ticket button now opens the same step-by-step panel, and it has gained the watchers and file attachments that were previously only on the older form.
Fixed Tickets no longer look like conversations — Tickets and conversations were both numbered CV-00000 despite being unrelated records, so a ticket could appear to be a conversation. Tickets now read TKT-00000 by default.
Fixed Linked tickets were missing from the conversation — A ticket linked from the ticket page appeared there but not on the conversation it was linked to. Both sides now show the same links.
August 27, 2026

Restrict a project to specific people while creating it

New Restrict a project to specific people while creating it — The new-project panel can now limit portal access to chosen people at the company, which previously could only be set after the project already existed.
Improved Creating a project no longer takes over the page — Project setup opens in a side panel over your project list — the same way new tickets are created — with its Back and Next buttons pinned to the bottom of the panel.
Improved See who a project is restricted to — The people a project is restricted to now appear as tags you can remove with one click, both while creating the project and when editing it later.
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