Changelog

New

• Stage flow on the Deals report — Once you pick a pipeline, the Deals report shows a diagram of how deals moved between its stages in the period.
• Deals sitting too long — A card on the deals board now shows a day count once the deal has been in the same open stage for two weeks or more.

Improved

• Deals board — The deals board has a new design that stays pinned to the window while each column scrolls its own cards, and Card layout now lives only in the pipeline's settings.
• Tasks panel — The header Tasks panel has a new design where you complete a task with a checkbox and can undo it for a few seconds.
• Notifications panel — The bell opens a redesigned Notifications panel whose unread number matches the badge, and Mark all read can be undone for a few seconds.
• AI settings — Every tab under Settings → AI has a new design, and Behavior, Voice, Marketing flow, Support flow and Idea capture now save each change as you make it.
• App updates — A new release no longer asks you to refresh; an open tab picks it up the next time you change page.
• Empty pages — Web forms, Meeting schedulers, Sequences and Marketing chat show a new starting page when there is nothing in them yet.
• Stage moves on the deal timeline — A deal moved to another stage through the API or an MCP connector now shows on the deal's timeline.

Improved

• List tables — Companies, People, Leads, Deals, Tickets, Projects and Feedback now share one new table with its own page heading and count, filters as chips with counts, sorting from the column headers and a density switch.
• Scrolling instead of pages — These lists no longer have pages or a page-size picker and instead load 250 more rows as you scroll.
• Opening a record from a list — Clicking a row opens the record, so the Open item is gone from the row menu.
• Undo after archiving — Archiving a company, person, lead, deal or feedback entry now shows an Undo option for a few seconds.
• Search on Tickets and Deals — Search on the Tickets and Deals lists now matches every word you type in any order instead of the exact phrase.

Fixed

• Online and Last seen — A teammate now shows as online, and their Last seen moves, only while they are using the app, not while a tab is left open untouched.
• Switching workspaces — Switching workspace or entering View as is no longer undone by a request that was still loading from the previous one.
• Signing out — Signing out now ends the session for good even when a page was still loading at that moment.

New

• Broadcasts on one page — Broadcasts now has its list, the message composer and the review step on one page instead of a three-step drawer, with a live preview and a summary of who each channel will reach.
• Broadcast names — A broadcast can now have its own name, separate from the email subject.
• Delete a sequence for good — A sequence's Settings now has a Delete that removes it with its enrollments and numbers, after you type its name.

Improved

• Email sequence editor — A sequence is now edited in one editor with five sections, and changes to its steps, sending, name and note are a draft until you press Publish.
• Task steps in a sequence — A Task step in a sequence now creates a real task.
• Scheduler editor — The scheduler editor is rebuilt as six sections with no Save button: changes are a draft until you press Publish, while Live / Paused still applies at once.
• Questions in the embedded scheduler — Dropdown, paragraph, checkbox and consent questions now appear as those controls in the embedded scheduler widget instead of plain text boxes.
• Cancelling a scheduled broadcast — Cancelling a scheduled broadcast now returns it to Drafts instead of deleting it.
• Banner broadcasts — A new banner broadcast shows the first line of its message, up to 140 characters, with no headline; banners already live are unchanged.

Fixed

• Merge fields in chat broadcasts — A chat broadcast containing a field such as the first name now fills it in for each person instead of sending the placeholder text.

New

• Team presence and kudos on Home — Home now has a Team card showing who is online or away, with a Kudos button beside each person and your own Online / Away switch.

Improved

• Home dashboard — Home is rebuilt in three columns: your tasks, mentions and conversations in one My work list on the left, the team feed in the middle, and Needs attention and Recap Radar on the right.
• Team feed — The feed's share box now posts an Update, Kudos or a Win, the feed filters to All, Posts or Activity, repeated activity by the same person folds into one row, and one Celebrate button replaces the separate reactions.
• Less on the Home page — Quick actions, Saved posts, the setup checklist and the Pulse cards are no longer on Home.
• Web form editor width — The web form editor now uses the full width of the window.

Fixed

• Form name cut off in the editor — The name box at the top of the web form editor now fits the form's name instead of clipping wide letters or leaving a gap.

New

• Marketing chat inbox — Sales chat is now a three-column inbox that shows who is on your site right now, lets you say hi to a visitor, keeps a history of each visit and where it came from, and gives each teammate an Online / Away switch.
• Sites and away behaviour for the chat widget — The marketing chat widget's settings now list the sites it runs on and let you choose what each one does while nobody is around: let the AI answer, ask for an email, or hide.
• Hidden fields and help text on web forms — A web form can now carry its own title, a line of help under any field, hidden fields filled from the page address, and a note for your team.

Improved

• Web form editor — The form editor is rebuilt as six sections with no Save button: changes to a form's fields and look are a draft until you press Publish, while Live / Paused and spam settings apply at once.
• Marketing chat widget settings — The marketing widget's settings are rebuilt as four sections beside a live preview, with one Publish in place of a Save button on every tab.
• Proactive messages that open the widget — A proactive message set to open the widget now shows as the opened widget's headline instead of not being shown at all.
• Ticket types in Custom fields — Custom fields → Tickets now has one page per ticket type where everything saves as you make it, and deleting a status, priority or severity moves its tickets to the default.
• Project types in Custom fields — Custom fields → Projects now has one page per project type where everything saves as you make it, and deleting a type moves its projects and templates to the default type.
• Wider Custom fields pages — Every Custom fields section now uses the full width beside the left menu.
• Tickets list — On the tickets list the page title and column titles now stay in place while the rows scroll, as they do on Companies.

Fixed

• Embedding a form on your site — The embed code for a web form now shows the whole form on your site, with every field type, help text, CAPTCHA and the meeting scheduler.
• Add buttons in Custom fields — The dashed add buttons on the Custom fields pages show their border again.

New

• Automations for project steps — An automation can now start when a step on a project changes status.
• Project started and Project completed automations — Automations on the Project started and Project completed triggers now run when a project starts or finishes.
• History for the automation AI assistant — People with Settings access can reopen their earlier conversations with the AI assistant in the automation editor from a new clock button.
• Change ticket type in bulk — You can now change the type of several tickets at once from the tickets list, which resets their status, priority and severity to the new type's defaults.
• Pipeline choice when creating a deal — In a workspace with more than one pipeline, the Create deal window now asks which pipeline the deal belongs to.
• Slack channel on a conversation — The help desk details panel now shows which Slack channel a Slack conversation came from.

Improved

• Bulk edits on the tickets list — A bulk edit now shows on the selected tickets straight away instead of after the save finishes.
• Severity on the tickets list — The tickets list now shows a Severity column by default, and the column that used to be labelled Type is now correctly labelled Severity.
• Ticket type list — The portal switch has moved off the ticket type list and is now set on each type's own page.
• People added from Slack — Running /ello in a Slack channel linked to a company now adds the customer who ran it to that company, and your own teammates are no longer added as contacts from Slack.
• Cards for objects attached to a record type — On the object model, you can now set how an attached object's card looks from the panel of the record type it is attached to.

Fixed

• Custom fields on imported deals and people — Custom field values brought in by a CSV import now show in list tables, filters and exports, not only on the record page.
• Creating a new object type — A newly created object type now opens reliably on the object model as soon as it is made.

New

• Group by on an object's records table — People with Settings access can now group an object's records by a column, so rows that share a value sit together under one heading with a count.

Improved

• Tabs on the object model — An object's panel on the object model is now split into Details, Fields, Records and Queries tabs, and its records open in a panel over the page instead of taking you away from it.
• Adding a field to an object — A new field on an object is now created only when you click Add field, so you can name it and pick its type first.
• How many times a query automation runs — On an automation that watches a saved query, the choice between running once for every record found or just once for all of them now sits with the actions, with an example of what each would create.

New

• Saved queries on an object's records table — People with Settings access can now run one of an object's saved queries from a Queries button on its records table.
• Preview for query automations — When an automation watches a saved query, you can now see the records it matches right now and preview what its actions would send, without anything being sent.

Improved

• Query conditions in plain language — The condition on an automation that watches a saved query now reads as a sentence, and the description of a saved query on the query list and query page is worded the same way.
• Origin label on object records — A record somebody created themselves is now labelled "Added manually" in the records table and its Origin filter.

Fixed

• Blank record page after a first pick — Choosing the first value in an empty dropdown on a record page, such as a company's Type or a status, no longer blanks the page.

Improved

• Google group steps in email forwarding setup — The Email Forwarding Setup instructions now include the steps for a support address that is a Google Workspace group.

Fixed

• Help desk email forwarded through a Google group — When your support address is a Google Workspace group, an email it forwards now arrives under the customer who sent it instead of under your own support address.