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What’s new in Spacebrain.

Product improvements, new features, and fixes. Browse the latest releases or search for a specific change.

Feature

Connect your AI assistant to Spacebrain

Give outside AI assistants controlled access and follow Orbit's work more easily.

Read the update
  • Create access tokens in Settings under AI Agents to connect compatible AI assistants through MCP.
  • Choose what each token can do, and revoke it at any time.
  • Open Orbit to a new header with Activity, Needs you, and Memory views.

Feature · Improved

Forecast sales and act on suggestions

Plan the month from your pipeline and let Orbit prepare the next step.

Read the update
  • Build monthly forecasts from your deals in a new sales forecast workspace, with review history.
  • Prepare a suggested next step from Home in one tap, then review it in Orbit before anything runs.
  • See which saved memories shaped an Orbit answer in its sources.
  • Set up Memberships with guided steps and simpler member access reviews.

Feature

Research that sharpens your social content

Ground new posts in what has already worked for you.

Read the update
  • Save research sources into collections and compare them with how similar posts performed.
  • Review a recording and apply suggested Brand Kit updates one field at a time.
  • Lay out your research on an optional canvas.

Improved · Feature

Linked records and repeatable client setup

Connect your data more precisely and roll out client accounts with fewer surprises.

Read the update
  • Link CRM records to custom objects and see which lead sources brought in retained revenue.
  • Preview client setup kit upgrades and recover an installation that stopped partway.
  • Correct a saved Orbit job and resume it from where it stopped.
  • Share readable links for membership offers.

Feature

Verify email lists before you send

Check addresses in bulk and keep bad data out of your campaigns.

Read the update
  • Check pasted lists or CSV files in the new Email Verifier, with results marked Valid, Risky, Unknown, or Invalid.
  • Verify an audience directly from its list, and update CRM records from the results.
  • Watch progress live, export results, and see the credits each run uses.

Improved · Feature

Simpler plans and free AI classifiers

Get more from the Agency plan and sort incoming work without spending credits.

Read the update
  • Get SaaS Mode included in the Agency plan.
  • Contact us about Enterprise for larger teams; it replaces the Scale plan for new purchases.
  • Add AI classifier steps to automations, then set them up and test them in one click at no credit cost.
  • Create carousels from a playbook gallery and edit every slide.

Improved

A simpler Orbit chat and affiliate portal

See what Orbit uses as you go and help affiliates get started faster.

Read the update
  • Chat with Orbit in a simpler layout that shows your live credit balance.
  • Track enquiries with Orbit and jump straight to the related rows.
  • Help new affiliates start with first steps and a Referrals view in the affiliate portal.

Feature · Improved

Orbit remembers and follows through

Save what matters, track longer tasks, and pick up where you left off.

Read the update
  • Save pages, procedures, and personal notes to Orbit memory for later answers.
  • Follow Orbit's progress on longer tasks and open saved results in the right editor.
  • Switch between conversations from a Work list without losing your place.
  • Open the dashboard faster, with less background refreshing.

Feature · Improved

Describe an automation and get a tested draft

Go from an idea to a working automation, and connect tools the same way everywhere.

Read the update
  • Describe an automation to Orbit and get a tested draft you can open in the editor.
  • Connect every provider through the same new-window sign-in flow.
  • Build affiliate links with a link builder, with referrals credited for 60 days.
  • Check workspace phone safety and confirm funding before calls start.

Improved

Guided Gym setup and safer payouts

Get set up faster and avoid payout surprises.

Read the update
  • Set up Gym with a guided wizard that saves your progress and offers Orbit help.
  • Choose a payout country before connecting Stripe for affiliate payouts.
  • Return to the Spacebrain homepage from the logo on sign-in pages.

New

Use customer context for the next step.

Deal briefs, reviewed AI fields and approved sales material bring more of the customer story into daily work.

Read the update
  • Open a sourced deal brief, review stakeholder roles and follow up on a recovery watch with Deal Intelligence.
  • Sample and review proposed values with AI Fields. Manually entered values stay protected.
  • Approve current sales material in Knowledge Hub and use eligible material in a reviewed follow-up draft.
  • Explore Add-ons for Gym Operations, Home Services and Real Estate. Review the workspace catalog and setup before activation.

Feature

Meeting notes that prepare the next step

Capture meetings, prepare for the next one, and keep follow-ups on track.

Read the update
  • Take notes in a meeting notepad and preview suggested improvements before applying them.
  • Prepare from past meetings or reusable templates, and ask Orbit questions with sources shown.
  • Import notes from Granola and sync external calendars.
  • Review commitments from a meeting and turn them into tasks.

Feature · Improved

Guided texting registration and social drafts

Register for business texting with clear costs and plan social posts with less rework.

Read the update
  • Complete A2P 10DLC registration step by step, with an exact credit quote and the option to buy missing credits.
  • Review saved, on-brand social drafts before they move to Publisher, and plan the week from a queue.
  • Recover saved social generations without paying for the same run again.
  • Schedule LinkedIn posts for customer accounts with delivery controls.

Improved

Easier migrations and conversion tracking

Move in from other tools and measure what your pages achieve.

Read the update
  • Start a GoHighLevel or HubSpot migration from one place in Integrations, and review its scope before cutover.
  • Add conversion tracking to any Sites page and during webinar setup.
  • Find Orbit AI settings on their own page, next to a simpler General settings page.
  • Choose a form button color and see it in the editor preview.

Feature · Improved

Razorpay checkout and more flexible agreements

Take payments through more providers and send agreements that fit each deal.

Read the update
  • Accept customer payments through Razorpay, where available, alongside your existing providers.
  • Offer buyers a choice of quote options, and include sections only when their conditions apply.
  • Discuss changes in review threads, send agreements in bulk with progress, and share templates with client accounts.
  • Move around Payments, Agreements, and Memberships more easily on smaller screens.

Feature

Recurring billing for agreements and memberships

Turn signed terms into ongoing revenue with less manual follow-up.

Read the update
  • Create recurring invoices from signed agreements and collect a card on file.
  • Publish reusable agreement links that collect verified responses.
  • Share one payer across several members and run membership promotions.
  • Add sample data to an empty Companies list to explore the CRM.

Improved

Better feedback and a clearer path to launch

Get clearer support feedback and build funnels around your goal.

Read the update
  • Rate Help responses, preview screenshots, and spot unread support replies.
  • Start the funnel wizard with your goal, then choose a template and review your brand.
  • Guide visitors from a funnel's main call to action to its form, with attribution validation.

Improved

Small details that make work clearer

More consistent forms, easier chat navigation, and clearer help visuals.

Read the update
  • Find chat destinations in a dedicated list.
  • Apply designed form fonts consistently to headings, buttons, and inputs.
  • Read Help diagrams with consistent blue styling.

Improved

A more expressive Orbit

Smoother help conversations, with practical improvements behind the scenes.

Read the update
  • Chat with a more expressive Orbit and smoother streaming responses in Help.
  • Manage gym reception workflows and edit or delete classes.
  • Recover from multi-factor authentication interruptions within the same session.

Improved

Automation, email, and help in reach

Move between building workflows, preparing email, and getting support.

Read the update
  • Use native module steps in the shared automation editor.
  • Access email warm-up from inside the Email module.
  • Ask Help AI, contact support, or report a bug from the Help panel.

Improved

Shape your dashboard and plan your day

Bring reporting, daily planning, and email setup closer to the way you work.

Read the update
  • Arrange dashboard widgets on a resizable 12-column grid.
  • Connect daily planning with Home, Calendar, and end-of-day routines.
  • Set up managed customer email and select the sender for your messages.

Improved

Forms that keep the conversation going

Connect responses to your data without interrupting the visitor.

Read the update
  • Connect landing-page forms to an existing table with explicit field mapping.
  • Preserve typed answers when a form rerenders.
  • Keep visitors on the landing page after they submit a form.

Improved

More control over your landing pages

Build and preview pages with fewer surprises.

Read the update
  • Drag sections and blocks from the builder rail onto your page.
  • Keep inserted sections consistent with your page colors.
  • Preview the correct mobile layout while editing.

Improved

Build workflows you can reuse and inspect

Spend less time rebuilding steps and more time understanding each run.

Read the update
  • Reuse workflow blocks across automation setups.
  • Set up automation templates while keeping unfinished work in draft.
  • Inspect individual steps with a visual automation-run debugger.

Improved

Easier voice setup, clearer webinars

Pick the right voice and recover your setup without starting again.

Read the update
  • Restore saved voice-agent drafts and recover incomplete setup.
  • Choose a language and see compatible voice options.
  • Navigate webinar settings with more readable labels and stronger contrast.

Improved

A more dependable Inbox

Keep conversations moving, even when messages need a second try.

Read the update
  • Preview attachments and fill in WhatsApp message templates directly in Inbox.
  • Read incoming messages with more stable conversation history and scrolling.
  • Find messages that need attention in Outbox and retry them with consistent message IDs.

Improved

Automations that start where you work

Build workflows with more context and give your pages a new publishing format.

Read the update
  • Create automations from the module you are working in, with relevant starter workflows.
  • Build advertorial pages through a dedicated Sites workflow.
  • Review billing plans with clearer visual hierarchy and consistent blue accents.

Feature · Improved

Payments, affiliates, and better webinars

New revenue tools and smoother webinar operations across Spacebrain.

Read the update
  • Added a Payments module for reviewing payment activity and managing the surrounding customer workflow in one place.
  • Improved affiliate operations with clearer referral activity, commission visibility, and account-level controls.
  • Improved webinar setup, registration, attendance, and follow-up so teams can run sessions with fewer handoff gaps.

Feature · Improved · Design

Richer publishing and clearer account preferences

More control across social publishing, Creative Studio, onboarding, navigation, and language.

Read the update
  • Expanded supported Social Media workflows with a calendar planner, Media Library publishing, multiple attachments, and clearer publishing outcomes.
  • Improved Creative Studio editing and export so media can be prepared more faithfully before it moves into Publisher.
  • Improved onboarding with clearer signup paths and persistent getting-started guidance across product areas.
  • Added independent submenu expansion plus a globe-and-language-code selector in navigation, with language preferences also available in General Settings.

Feature · Improved · Fixed

Faster CRM, smarter email, and more reliable SEO

More dependable customer operations across records, campaigns, audiences, and search.

Read the update
  • Made CRM work faster and more resilient across large record lists, Notes, Deals, activity timelines, mobile layouts, and background refreshes.
  • Added collaborative CRM views, a data quality workspace, duplicate and relationship suggestions, reusable audiences, and clearer customer and revenue signals.
  • Expanded email operations with better campaign tooling, lifecycle controls, delivery safeguards, send-time optimization, and clearer administration for automated and platform email.
  • Improved SEO setup and reliability across Search Console, Bing, AI visibility, organic research, reports, and domain-scoped provider data.

Design · Improved · Fixed · Foundation

CRM, audiences, and email improvements

More context for teams, more control over audiences, and better email experiences.

Read the update
  • Improved CRM workspace flows for reviewing customer context, lead progress, ownership, and the next action without losing the surrounding record.
  • Added a dedicated Notes page so teams can capture, organize, and revisit account, lead, and workspace context in one place.
  • Added Audiences for building reusable contact groups that support segmentation, targeting, and follow-up work.
  • Improved email creation and follow-up, including email popups, clearer editing and publishing flows, and more dependable campaign handoffs.

Improved · Feature

CRM workspace and campaign operations

Lead management and campaign work gained a more connected operating surface.

Read the update
  • Refined CRM workspace views for reviewing customer context, lead progress, ownership, and the next action.
  • Expanded campaign-oriented email work so approved templates, customer segments, and follow-up could remain connected to the record.
  • Improved the path from a campaign response into qualification, booking, task ownership, and reporting.

Feature · Improved

Social publishing, listening, and performance

Social work became easier to plan, monitor, and connect with the wider customer workflow.

Read the update
  • Expanded the foundation for publishing, scheduled social activity, and performance review across supported connected channels.
  • Added clearer listening and response workflows so relevant signals could be reviewed with a defined owner and next action.
  • Kept social operations close to campaign, customer, and reporting context instead of isolating them in another tool.

Improved · Feature

Calendar operations and connected meetings

More dependable scheduling from availability through the meeting and follow-up.

Read the update
  • Improved calendar availability, invitation, connected-provider, and meeting-readiness behaviour for supported booking workflows.
  • Kept guest, appointment, CRM, and automation context connected as a meeting moved from scheduling through completion.
  • Strengthened the operational controls that help teams manage changes, cancellations, and the next customer step.

Feature · Improved

AI visibility and search intelligence

Search evidence broadened from technical findings into more practical visibility research.

Read the update
  • Expanded the SEO workspace with connected research for search performance, authority, competitors, and AI-surface visibility.
  • Made the evidence easier to connect with a priority, owner, and reporting narrative rather than leaving it as a disconnected audit finding.
  • Improved the path from a crawl or search signal to a repeatable next action for the team or client.

Design · Improved · Fixed

A stronger public platform foundation

A faster, more dependable way to explore Spacebrain.

Read the update
  • Strengthened public-site delivery and navigation across the product catalogue.
  • Improved the shared visual system and accessibility treatment across key public pages.
  • Added resilience work around localized journeys and the free SEO audit experience.

Feature · Improved

Templates, localization, automation, and collaboration

More reusable starting points for customer journeys and shared work.

Read the update
  • Expanded professional starting templates and reusable journey structures in supported builders.
  • Improved localization for supported customer-facing experiences and languages.
  • Extended lifecycle automation, collaboration, and performance work across affected product surfaces.

Feature · Foundation

Public Help Center and operating guides

Searchable, practical guidance for operating Spacebrain.

Read the update
  • Launched public documentation with role-based onboarding, operating guides, and troubleshooting.
  • Made product guidance easier to search, link to, and read in AI-friendly Markdown.
  • Published the original public changelog that this timeline now carries forward.

Feature · Improved

Task planning, collaboration, and dependencies

Projects gained richer views, ownership, dependencies, and recurring work.

Read the update
  • Added sections, workflow columns, fields, labels, filters, and saved views for shared planning.
  • Expanded Kanban, Calendar, and Timeline views for flow, schedule, overlap, and milestone planning.
  • Added richer task context, dependencies, milestones, and recurring-work support where available.

Feature · Improved

Advanced SEO crawler and reporting

Deeper crawl evidence and more repeatable SEO reporting.

Read the update
  • Expanded the bounded Site Audit into deeper inventories for supported pages, links, and images.
  • Connected technical findings with crawl coverage, page evidence, and incomplete-snapshot warnings.
  • Broadened connected research and reporting for visibility, rankings, keywords, competitors, and authority.

Feature · Improved

Funnels, commerce, quizzes, and Chat Widget

More complete multi-step customer journeys, from quiz to conversion.

Read the update
  • Expanded multi-step funnel building with templates, quick starts, generated proposals, and blank flows.
  • Added supported commerce patterns and native quiz journeys for question-led visitor flows.
  • Improved launch-readiness checks and customer-facing Chat Widget configuration.

Feature · Improved

Search intelligence, journeys, and operations

Search evidence, lead capture, lifecycle messaging, and task ownership move closer together.

Read the update
  • Extended SEO from technical audit work into connected search evidence, research, authority, and reporting.
  • Added quiz-oriented Funnel starting paths and Webinar lifecycle messaging around registration through replay.
  • Made landing-page outcomes easier to route into shared task operations.

Design · Feature · Improved

A more useful first experience

Choose a useful next step before setting up everything.

Read the update
  • Added outcome-led onboarding and clearer paths to the first useful workflow.
  • Improved the foundation for a more reliable first Spacebrain interaction.

Feature · Improved

Free SEO Audit, built for the next step

Turn a domain into a practical SEO starting point.

Read the update
  • Made the audit journey reusable and locale-aware from a first domain check through to the report.
  • Improved report guidance so teams can turn findings into an informed next action.
  • Expanded multilingual conversion support around the public audit experience.

Feature · Foundation

Landing Pages, analytics, and experiments

Build, publish, measure, and improve focused campaign destinations.

Read the update
  • Introduced a focused Landing Pages builder with draft autosave and explicit publishing.
  • Added lead review and supported traffic, conversion, goal, and call-to-action evidence.
  • Added controlled experiment tools for comparing intentional page variations where available.

Feature · Improved

Client Connections and Google Ads access

A safer, guided way for agencies to request customer-authorized access.

Read the update
  • Expanded guided provider and asset access requests for agency client connections.
  • Added supported Google Ads access requests alongside eligible workspace assets.
  • Kept the handoff client-authorized rather than asking agencies to collect reusable credentials.

Feature

Reputation Management launches

Ask for honest reviews and, where enabled, manage Google review operations.

Read the update
  • Introduced neutral review-request destinations through eligible channels.
  • Added link-only mode for merchant-supplied public review URLs without synchronization.
  • Enabled supported Google Business Profile review monitoring and deliberate owner replies where approved.

Feature · Improved

Forms Pro, recovery, uploads, and sharing

Safer form revision, richer questions, and more ways to share.

Read the update
  • Expanded eligible Forms with presentation controls, version history, and recovery-oriented editing.
  • Added file-upload questions within configured limits.
  • Added compact public sharing while preserving the draft-first, explicit-publish model.

Feature

Workflows, Power Dialer, Forms, and Chat Widget

More operating surfaces for automation, assisted calling, collection, and website conversation.

Read the update
  • Expanded multi-step Workflow building with supported triggers, conditions, actions, and executions.
  • Added Power Dialer for working through approved calling lists with contact context and outcomes.
  • Added dedicated Forms and customer-facing Chat Widget building experiences.

Feature · Improved

Free SEO audits and richer content builders

Bounded site auditing plus more control when creating customer-facing work.

Read the update
  • Added a bounded Spacebrain crawl that can inspect a site without a paid third-party request.
  • Made technical findings easier to review alongside crawled page evidence.
  • Expanded editing choices across supported content builders while retaining draft-first review.

Feature · Improved

SEO intelligence, SMS Trust Center, and Client Connections

Broader search evidence, messaging-compliance preparation, and secure client access requests.

Read the update
  • Expanded SEO intelligence across crawling, search evidence, rank review, research, authority, AI visibility, and reporting.
  • Added SMS Trust Center for preparing and tracking supported compliance or carrier-registration work.
  • Added structured agency-to-client connection requests and authorization-progress tracking.

Feature · Improved

Webinar readiness and Funnel operations

More confident launches and richer attendee journeys.

Read the update
  • Added pre-launch Webinar readiness checks for required configuration and provider lifecycle checks.
  • Expanded confirmation, waiting-room, live, replay, and ended attendee experiences.
  • Improved Funnel starting points, readiness checks, preview, publishing lifecycle, and step-level evidence.

Feature · Improved

Passkeys and protected authentication

A simpler security option for eligible users and stronger abuse prevention.

Read the update
  • Added passkey management through account security settings on supported devices and browsers.
  • Strengthened public sign-up and sign-in paths against automated abuse.
  • Clarified the relationship between passkeys, password recovery, and other account-access paths.

Feature

Task Manager launches

A shared place to assign, schedule, and complete operational work.

Read the update
  • Introduced personal and team task workspaces with projects and shared planning views.
  • Added list, Kanban, calendar, and timeline views over the same underlying work.
  • Added task context including descriptions, dates, subtasks, comments, followers, attachments, dependencies, milestones, and recurring work where available.

Feature · Foundation

Forms, reports, AI Chat, and guided onboarding

Collect evidence, explore the workspace, and start from a useful outcome.

Read the update
  • Introduced Forms for building, publishing, sharing, and analysing response workflows with supported CRM mapping and destinations.
  • Expanded shared reports with supported datasets, measures, filters, visualizations, drill-downs, and exports.
  • Added workspace-level AI Chat and guided first-run onboarding for navigating evidence and preparing an initial agent.

Improved · Feature

CRM voice intelligence and operator actions

Interpret voice activity in customer context and control what agents can do.

Read the update
  • Connected voice activity more closely with CRM customer and pipeline context.
  • Added clearer operator controls for configuring supported agent actions and reviewing outcomes.
  • Brought recordings, analytics, ownership, and follow-up together as separate evidence for operators.

Feature · Improved

AI Copilot, webhooks, and automation controls

More deliberate assisted work and automation across connected systems.

Read the update
  • Introduced AI Copilot for drafting and, with saved guardrails, selected lead-related actions.
  • Expanded outbound webhooks plus control and observability around automated decisions.
  • Kept automated decisions visible to operators so they could be reviewed in their workspace context.

Feature · Improved

Knowledge sources, retrieval, and answer controls

Agent knowledge became more deliberate, reviewable, and reusable across the workspace.

Read the update
  • Expanded the handling of approved knowledge sources, retrieval context, and response guidance for conversational agents.
  • Kept the source material, answer boundaries, and escalation expectations visible to the people operating the workspace.
  • Made it easier to reuse a governed knowledge configuration across eligible agent and client-workspace setups.

Feature · Foundation

Webinar registration journeys

A more connected path for turning event interest into useful customer context.

Read the update
  • Added foundations for branded registration pages that keep registrant details with the customer record.
  • Connected event registration with the reminders and follow-up that can continue after an attendance decision.
  • Made the event journey easier to operate as part of a wider customer workflow.

Feature · Foundation

Connected funnel paths

Multi-step lead journeys gained a clearer link to the customer record and the next action.

Read the update
  • Expanded foundations for no-code funnel paths that can capture a customer before a manual handoff is needed.
  • Kept conversion context close to the CRM record and the follow-up that should happen next.
  • Made it easier to think about a funnel as a customer journey rather than a disconnected campaign page.

Feature · Foundation

Quiz qualification flows

Question-led lead capture began to guide customers toward a more relevant next step.

Read the update
  • Added foundations for question, score, and result paths that can surface the right recommendation for a lead.
  • Connected quiz answers and outcomes with the customer context used in later follow-up.
  • Made the captured result usable for routing, booking, assignment, or an approved workflow.

Foundation · Feature

Power Dialer foundations

Outbound teams gained a more deliberate way to work through approved calling lists.

Read the update
  • Established foundations for working from an approved calling list with the relevant customer context available.
  • Connected call outcomes with a follow-up path rather than treating a dialing session as isolated activity.
  • Kept the customer record and the next operational step visible to the person making the call.

Feature · Improved

Sub-account knowledge and automations

More governed knowledge and workflow operations inside client workspaces.

Read the update
  • Expanded agent knowledge operations inside client sub-accounts.
  • Extended workflow and automation operations inside governed client tenants.
  • Improved the operating context for agency teams supporting client workspaces.

Improved · Design

Localized customer journeys

More customer-facing experiences could be prepared for supported locales.

Read the update
  • Expanded localization foundations for supported product and customer-facing experiences.
  • Improved the path to present relevant pages and communications in a supported locale.
  • Kept customer-facing language choices tied to the workspace configuration that owns the journey.

Feature · Improved

Client record enrichment in sub-accounts

Agency teams gained more context while working inside a client workspace.

Read the update
  • Expanded CRM enrichment inside governed client sub-accounts.
  • Kept client records and enrichment work within their intended workspace boundary.
  • Made it easier to review customer context before using it in a follow-up or automation.

Feature · Improved

Client sub-account configuration

A clearer way for agencies to set up and support separate client workspaces.

Read the update
  • Expanded sub-account creation, configuration, and authorized client-tenant support flows.
  • Improved management of multiple workspaces without merging records, configuration, or connections.
  • Kept the active client workspace clear when teams moved between accounts.

Feature · Improved

Email lifecycle automation

More deliberate email journeys around new leads, bookings, replies, and follow-up.

Read the update
  • Expanded triggered email foundations around customer events and the next appropriate message.
  • Kept the contact, owner, and intended next action visible alongside the automated journey.
  • Made it easier to review a customer’s communication context before the team continues the conversation.

Feature · Improved

Agency starter kits and reusable client paths

Teams could begin client delivery from more complete, repeatable operating patterns.

Read the update
  • Expanded reusable starting points for client workspaces, lead journeys, and approved follow-up structures.
  • Made it easier to adapt a proven configuration to a client without losing the separation of their records, brand, and work.
  • Connected starter patterns with the templates, onboarding, and capability controls already available to eligible agencies.

Feature · Improved

Sub-account membership and capability controls

More deliberate boundaries around who can do what in a client workspace.

Read the update
  • Added clearer controls for client membership, enabled capabilities, limits, and billing context.
  • Helped agencies operate several client workspaces without merging their records or access paths.
  • Kept the responsible client workspace visible when moving between operational surfaces.

Feature · Improved

Agency billing foundations

More control over managed client plans and commercial relationships.

Read the update
  • Expanded agency billing foundations for client plans and commercial relationships.
  • Clarified the separation between agency-managed and supported self-serve billing.
  • Connected billing context more clearly to the client workspace it governs.

Feature · Design

Branded customer email configuration

More control over the identity customers see in supported email journeys.

Read the update
  • Added broader customer-facing email branding and sender-configuration controls.
  • Connected sender identity more clearly with the workspace and customer journey it supports.
  • Kept delivery and sender readiness distinct from assuming an email was received or acted on.

Foundation · Design

White-label client workspace foundations

Agency teams gained more control over the client operating experience they deliver.

Read the update
  • Expanded foundations for keeping a client’s brand, customer work, and workspace context distinct from another account.
  • Made it easier to reason about a repeatable agency delivery experience without sharing records or workflow ownership.
  • Connected the white-label experience to the client workspace where its real work happens.

Feature · Improved

Guided agent setup

A clearer path from initial agent configuration to controlled launch.

Read the update
  • Improved guided agent creation with clearer configuration stages.
  • Made the setup path more explicit before teams test an agent with real customer scenarios.
  • Connected initial configuration to the workspace and operational context that owns the agent.

Feature · Improved

Agent language and voice choices

More appropriate configuration options for supported agent experiences.

Read the update
  • Expanded language and voice-related choices for supported agent experiences.
  • Made those choices part of the deliberate agent-setup path rather than an afterthought.
  • Kept operators responsible for testing how the chosen configuration behaves in their use case.

Improved · Foundation

CRM data quality and lead context

Customer records gained clearer context for the person responsible for the next conversation.

Read the update
  • Improved how source details, qualification inputs, ownership, and recent activity could be reviewed alongside a customer record.
  • Made the CRM a stronger handoff surface for agents, Inbox operators, booking owners, and follow-up workflows.
  • Prepared the record model for later enrichment and governed client-sub-account work.

Feature · Foundation

Email builder foundations

Teams gained a more connected place to draft, approve, and prepare customer email.

Read the update
  • Added foundations for drafting on-brand customer email with workspace context close at hand.
  • Kept the editable message and customer record connected rather than separating campaign work from CRM context.
  • Made review and approval part of preparing a message for the intended journey.

Feature · Improved · Fixed

Workflow templates and everyday reliability

Faster automation setup and sturdier everyday operations.

Read the update
  • Introduced workflow-template foundations for common automations.
  • Improved execution, error handling, recovery behaviour, and fixed reliability issues across relevant operations.
  • Made common automated work easier to start from a reviewed baseline instead of a blank canvas.

Feature

Promotional-code flows

Eligible subscription and billing actions gained promotional-code support.

Read the update
  • Added eligible promotional-code flows for applicable subscription and billing actions.
  • Kept available promotions tied to the workspace and commercial context where they apply.
  • Clarified that plan and billing screens remain the source of truth for a specific account.

Feature · Foundation

Calendar routing and booking workflows

Qualification and availability could guide a customer toward the right appointment path.

Read the update
  • Expanded scheduling foundations around availability, customer context, and the booking outcome.
  • Made it easier to route a customer to the relevant calendar, person, or next step based on configured rules.
  • Connected appointment details to confirmation, reminders, follow-up, and the customer record.

Feature · Improved

Dashboard templates and conversion reporting

Teams could start from useful lead-flow views instead of building every report from scratch.

Read the update
  • Added more reusable reporting perspectives around lead source, response, booking, pipeline movement, and work ownership.
  • Kept reporting tied to the underlying customer and activity context so operators could investigate a signal rather than only observe it.
  • Made common operating views easier to adapt across workspace and client delivery scenarios.

Feature · Improved

Connected accounts and Inbox synchronization

More reliable connected accounts and shared workspace workflows.

Read the update
  • Improved the lifecycle for connecting supported external accounts to a workspace.
  • Improved sending, synchronization, reconnect, disconnect, and use of connected events across modules.
  • Clarified the account and workspace context for a connected integration.

Feature · Improved

Conversations across connected channels

More message activity could be reviewed in one shared workspace context.

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  • Expanded Inbox behaviour for messages arriving through supported connected channels.
  • Improved shared conversation context as activity moved between automated and human handling.
  • Kept connection health and the underlying channel as evidence for operators to verify.

Feature · Improved

Live pipeline dashboards

More lead, response, booking, and task signals could be reviewed in one operating view.

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  • Expanded reporting foundations for reviewing lead-flow signals without separating evidence from the workspace that owns it.
  • Connected operational signals with the customer, task, and next step that may need attention.
  • Made it easier to spot where a lead journey was waiting before deciding how to act.

Feature · Improved

Reusable AI agent templates

Start agent setup from a reusable configuration instead of a blank canvas.

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  • Added reusable AI template foundations instead of requiring every setup to start blank.
  • Made it easier to carry a reviewed agent structure into a new workspace use case.
  • Kept reusable setup distinct from the final instructions and guardrails for a live agent.

Feature · Improved

Form templates and qualified intake paths

Lead capture could begin with more purpose-built questions, routing, and follow-up.

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  • Expanded reusable form patterns for inquiries, service requests, qualification, and customer intake.
  • Kept submitted answers connected to the customer record, the intended owner, and the next approved action.
  • Made it easier to use a consistent capture experience across campaigns, landing pages, and client workspaces.

Feature · Improved

Unified communications Inbox

More customer conversations could stay together in the workspace.

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  • Expanded Inbox handling across supported communication channels.
  • Improved shared conversation context and transitions between automated and human handling.
  • Made it easier to see the conversation alongside the customer and the next operational step.

Feature · Foundation

Form capture to CRM

Form responses could begin their life as useful customer context instead of an isolated submission.

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  • Expanded foundations for connecting a captured response with the built-in customer record.
  • Kept response details, source context, and the next action available for a person or workflow to use.
  • Made a form-driven handoff easier to review before starting an automated follow-up.

Feature · Improved

CRM custom fields and record migration

Better control over the customer records around shared customer work.

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  • Expanded CRM custom fields for business-specific customer attributes.
  • Improved record import mapping and validation, plus supported export and reconciliation paths.
  • Made customer-record transitions easier to review before they were relied on in a workflow.

Feature · Foundation

Inbox foundations

A shared place to review and respond to customer conversations.

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  • Added Inbox foundations for reviewing and responding to customer conversations in one workspace view.
  • Kept the customer record and relevant conversation context close to the response surface.
  • Created a clearer starting point for responsible follow-up when a conversation needs an owner.

Improved · Feature

Managed knowledge for conversational agents

More confidence in the information an agent can use in a customer interaction.

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  • Expanded managed knowledge foundations for conversational agents.
  • Made approved information easier to organize as part of agent configuration.
  • Kept knowledge preparation distinct from an assumption that a live agent always has the right answer.

Improved · Feature

Appointment reminders and recovery paths

Booking workflows gained more deliberate preparation, reminders, and next steps when plans changed.

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  • Expanded the operating path around a confirmed appointment, from customer confirmation through preparation and follow-up.
  • Kept reminder, reschedule, no-show, and owner context connected to the booking and customer record where configured.
  • Prepared the calendar and automation surfaces for the routing capabilities that followed later in the year.

Improved

Usage-credit visibility

Operators gained a clearer view of relevant workspace consumption.

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  • Improved usage-credit visibility for operators monitoring consumption.
  • Connected usage context more clearly to the active workspace and its enabled capabilities.
  • Kept plan, billing, and current in-product usage details as the source of truth for availability.

Feature · Improved

Real-time workspace notifications

Relevant changes and activity became easier for teams to notice.

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  • Added real-time notifications for relevant workspace changes and activity.
  • Gave operators a clearer signal that work may need review or a next action.
  • Kept notifications as prompts for review rather than proof that a downstream task was complete.

Feature · Foundation

Missed-call recovery workflows

An unanswered call could trigger a clearer path back to a useful customer conversation.

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  • Added foundations for acknowledging an unanswered call and capturing the context needed to continue the conversation.
  • Connected the recovery path with qualification, booking, human handoff, or approved follow-up work.
  • Kept recovery activity attached to the customer record rather than losing it in a standalone text thread.

Feature

Calendar-aware agent actions

Agents could work with appointment availability and booking flows.

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  • Added calendar-aware actions for supported appointment availability and booking flows.
  • Connected availability checks and booking work to the appropriate workspace resources.
  • Brought scheduling into the same operating context as calls and follow-up.

Feature · Improved

Inbound calling operations

More control over how workspace-associated inbound calls are handled.

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  • Expanded inbound calling behaviour for calls associated with workspace resources.
  • Improved the operational path from an incoming call to its intended handling and follow-up.
  • Kept the voice experience connected to the wider workspace model.

Improved

Recordings and call evidence

More useful call records for review and next-step decisions.

Read the update
  • Improved recording and call-evidence flows for review and follow-up.
  • Made it easier to use the recorded call context when deciding what should happen next.
  • Kept call evidence distinct from an assumed completion of downstream work.

Feature · Foundation

Voice events in workflows

Customer and call events became building blocks for repeatable automation.

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  • Expanded Workflow building so supported customer and call events could trigger repeatable operations.
  • Connected voice outcomes with the broader automation surface.
  • Created a stronger foundation for structured handoffs after a call.

Foundation · Improved

Workflow patterns and reusable operating paths

Teams began reusing deliberate next-step patterns instead of rebuilding routine follow-up from scratch.

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  • Early workflow patterns brought together an event, decision, owner, and customer outcome in a repeatable structure.
  • The work established a basis for later templates across lead response, booking, agent handoff, and client delivery.
  • It made common operational work easier to explain, test, and adapt without hiding important decisions.

Improved · Feature

Connected calling readiness

A clearer setup path between voice agents, calling resources, and integrations.

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  • Improved connections between voice agents, workspace calling resources, and supporting integrations.
  • Expanded calling readiness and configuration behaviour for supported workspaces.
  • Made it easier to assess whether a workspace was ready for the intended calling workflow.

Feature · Improved

Workspace trials and plan evaluation

More context for teams evaluating enabled modules before committing.

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  • Added trial-aware workspace and subscription flows.
  • Improved onboarding context for teams assessing enabled modules.
  • Connected plan evaluation more clearly with the active workspace configuration.

Feature · Foundation

AI receptionist qualification playbooks

Common inbound-call jobs gained clearer questions, routing rules, and handoff expectations.

Read the update
  • The team shaped reusable conversational paths for intake, qualification, booking, and handoff around the needs of service businesses.
  • Each path kept the caller’s answers and intended next action close to the customer and workspace context.
  • These early playbooks informed the templates and guided agent setup that followed.

Foundation · Improved

CRM activity foundations

More structured customer and prospect context in the workspace.

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  • Expanded CRM records and the data used to organise customer and prospect activity.
  • Improved the relationship between contacts, calling activity, and next-step work.
  • Created a clearer operational record for outreach and follow-up.

Feature · Foundation

Controlled outreach campaigns

A more deliberate way to work through approved audiences.

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  • Added campaign-oriented outreach foundations for controlled customer and prospect audiences.
  • Connected campaign work with customer records, calling activity, and follow-up.
  • Gave operators a more structured surface for repeatable outreach operations.

Feature · Improved

Subscriptions and usage controls

More visibility and control for workspace operators.

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  • Expanded subscription and usage controls for workspace operators.
  • Improved the connection between commercial settings and the active workspace.
  • Made plan-related operations easier to understand alongside enabled capabilities.

Foundation · Improved

Account access and recovery

More complete creation, sign-in, recovery, and session foundations.

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  • Expanded account creation, sign-in, recovery, and session-related flows.
  • Established a stronger basis for individual account ownership instead of shared access.
  • Prepared the workspace for role-aware team collaboration.

Foundation · Feature

Calendar availability and booking routes

Appointment scheduling started becoming a connected decision, not a standalone link.

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  • Early calendar work brought availability, qualification, the intended owner, and customer context into the booking path.
  • The design considered how confirmed appointments, reminders, follow-up, and a changed plan should remain connected.
  • This established the scheduling direction later expanded into calendar routing and booking workflows.

Foundation · Improved

Workspace separation

A clearer tenant boundary for records and configuration.

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  • Improved separation between workspaces so records and configuration stay in the intended tenant.
  • Established the active workspace as an important context for customer data and connections.
  • Reduced ambiguity in multi-workspace operations.

Feature · Foundation

Team invitations and collaboration

Bring teammates into the right workspace with more deliberate access.

Read the update
  • Added member invitations and role-aware collaboration controls.
  • Established shared workspace navigation and team administration foundations.
  • Made ownership and access management clearer for growing teams.

Foundation · Feature

Voice-agent builder and testing

The first core tools for designing and evaluating conversational agents.

Read the update
  • Added core voice-agent configuration and testing experiences.
  • Gave teams a starting point for creating repeatable phone conversation behaviour.
  • Established controlled testing as part of preparing an agent for real traffic.

Foundation · Feature

Phone numbers and calling operations

The first phone-based controls for inbound and outbound customer scenarios.

Read the update
  • Established phone-number and calling controls for inbound and outbound scenarios.
  • Connected phone operations with the wider workspace and integration model.
  • Created a foundation for configuring agents around the intended calling context.

Feature · Foundation

Call recordings, transcripts, and analysis

The evidence layer for reviewing what happened on a customer call.

Read the update
  • Added product foundations for call recordings, transcripts, and post-call analysis.
  • Made it possible to review conversation evidence after an agent or operator interaction.
  • Created a basis for informed follow-up rather than relying on a call outcome alone.

Foundation · Design

Shared conversation and handoff prototype

Messages, customer context, and the next owner began to come together in one working view.

Read the update
  • The team explored a common place to review customer conversations beside their history, status, and follow-up.
  • Early handoff behaviour focused on preserving the customer’s context when work moved from an agent to a person or team.
  • This became the foundation for the Inbox and unified-communications work released later.

Foundation · Design

CRM records and pipeline prototype

Early customer context and progress stages moved into one working surface.

Read the update
  • The prior-name product brought a customer record, visible progress stages, and the next action into the same early operating model.
  • This prototype gave the team a shared place to explore customer context before the later CRM foundations were expanded.
  • It marked the start of the record-and-pipeline direction carried into subsequent Spacebrain releases.

Foundation · Feature

Agent scenarios and controlled testing

Early conversational behaviour was shaped around defined scenarios and review.

Read the update
  • The team explored the prompts, call paths, and escalation points needed for a useful customer conversation.
  • Controlled testing made it possible to review agent behaviour before extending it into the dedicated builder experience.
  • This work established the discipline behind the voice-agent capabilities that followed in September.

Foundation · Improved

Workspace setup and operating context

The early product gained a clearer home for customer work and configuration.

Read the update
  • The prior-name product separated customer context, setup decisions, and active work into a more deliberate workspace model.
  • This established the operating context that later supported account access, team collaboration, and workspace separation.
  • It was a foundational step toward keeping customer work organized as the product expanded.

Design · Foundation

Introducing Spacebrain

Rebranding to Spacebrain.

Read the update
  • Spacebrain became the new identity for our connected operating system.
  • The product brought demand capture, customer context, follow-up automation, and operational work closer together.
  • The development history before this date remains part of the product story.

Foundation · Improved

Product readiness and operating safeguards

The connected product was prepared for more dependable real-world operations.

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  • Product work strengthened recovery paths, operating boundaries, and the ownership model around connected customer work.
  • The team focused on making routine operations more dependable.

Foundation · Design

Agency workspaces and white-label foundations

Early multi-client work began to separate each customer’s operating system from the agency’s delivery process.

Read the update
  • Product development explored separate client workspaces, customer context, and delivery ownership.
  • The foundation made it possible to think about branded client experiences without blending records or active work between accounts.

Foundation · Improved

System integration prototype

Customer context, agent outcomes, and operational tasks began sharing a common flow.

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  • Product work connected customer context, agent outcomes, and the next action in the same operating flow.
  • The prototype focused on continuity between conversations, records, follow-up, and the person responsible for the work.

Foundation · Design

Workflow decision design

The early system began to make the why and when of follow-up explicit.

Read the update
  • Development work explored decision points, ownership, and a repeatable next action around customer events.
  • The aim was to make work reviewable instead of hiding important handoffs inside informal process.

Foundation · Feature

Email lifecycle foundations

Early lifecycle work connected a customer event with the next deliberate email or follow-up.

Read the update
  • Product development explored triggered communication around a lead, booking, reply, or handoff.
  • The goal was to keep the message, customer record, responsible person, and next action connected.

Foundation · Feature

Workflow and automation foundations

Repeatable next steps begin to take shape around customer events.

Read the update
  • Early workflow work explored how a customer event could create an owned, repeatable next action.
  • The focus was on connecting triggers, decisions, and follow-up rather than leaving handoffs to memory.
  • These foundations informed the automation capabilities that followed.

Foundation · Design

Customer pipeline model

Customer progress gained a clearer, shared path from signal to outcome.

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  • Product work explored visible stages, ownership, and an explicit next step for each customer.
  • The emerging model made it easier to understand where work was waiting and who should act next.

Foundation · Design

Landing pages and funnel paths

Campaign entry points began to connect a visitor’s conversion with a useful next step.

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  • Product work explored focused lead-capture pages, multi-step journeys, and source-aware customer records.
  • The early model linked a conversion to qualification, ownership, booking, or follow-up rather than a disconnected form submission.

Foundation · Design

Customer journey maps and stage design

A clearer model for the decision, owner, and next step at each customer moment.

Read the update
  • Product work mapped the moments where a customer moved from initial interest through qualification, booking, and follow-up.
  • The underlying goal was to make the decision and handoff visible at every transition, before those moments became an operating pipeline.

Foundation · Design

Conversation timeline design

The early experience started preserving the context behind a customer response.

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  • Development work explored a timeline where customer history, messages, and decisions could be understood together.
  • The intent was to prevent a conversation from becoming a dead end when responsibility changed hands.

Foundation · Feature

Appointment qualification and booking paths

The early product began to treat booking as a connected outcome, not an isolated calendar link.

Read the update
  • Product work explored the questions, routing, ownership, and available next step that determine whether a customer should book.
  • The intended flow preserved conversation and qualification context for the person receiving the appointment.

Foundation · Improved

Conversations and follow-up context

The conversation starts becoming part of the customer record, not a dead end.

Read the update
  • Early work explored keeping conversation context available to the person or workflow responsible for the response.
  • Follow-up was treated as a connected next action with customer history, rather than an isolated reminder.
  • This became a key principle behind the Inbox, CRM, and task experiences that followed.

Foundation · Improved

Agent testing and human handoffs

Early agent work defined how useful automation should yield to a person.

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  • Product work explored controlled agent testing, fallback behaviour, and clear escalation paths.
  • The product model treated the human responsible for the next action as part of an effective agent experience.

Foundation · Feature

Voice-agent and call-context foundations

Early agent work began carrying a customer call outcome into the shared customer record.

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  • Product development explored how caller context, conversation outcomes, and useful call evidence could be captured together.
  • The focus was on keeping a call outcome useful to the team responsible for the next customer interaction.

Foundation · Feature

Agent instructions and approved knowledge

Early conversational-agent work defined how an agent should use approved business knowledge.

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  • Product development explored how agents could use approved context, clear instructions, and business-specific language in a customer interaction.
  • The work focused on giving an agent reliable boundaries for its answers before broader voice and handoff flows were designed.
  • These early learnings carried into the voice and AI capabilities released later in 2025.

Foundation · Design

Workspace ownership and permissions

The early product model began to distinguish responsibility from shared access.

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  • Development work explored how customer context and next steps could remain visible to the right person or team.
  • The focus was on making handoffs accountable without losing the history needed to continue the work.

Foundation · Feature

Owned follow-up and task foundations

The next customer commitment started becoming work a specific person could see and complete.

Read the update
  • Product development explored owned tasks, a clear status, and the customer context needed to carry a commitment forward.
  • The early model supported a more accountable handoff across teams than an unstructured reminder or shared inbox alone.

Foundation · Design

Shared work and accountable handoffs

The early product model starts to make ownership of the next step explicit.

Read the update
  • Product work focused on making a customer promise, assignment, or follow-up visible to the right person.
  • The emerging model tied work to its context, including the customer, conversation, and intended outcome.
  • This became an important basis for the product’s later team, task, and workflow capabilities.

Foundation · Design

Customer-record data model

The early CRM direction connected the customer record with the work around it.

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  • Product work mapped customer information, conversation context, operational work, and the next action together.
  • The goal was a usable shared record rather than isolated fields or disconnected customer tools.

Foundation · Feature

Lead capture and CRM intake

Early inquiries and form responses began to enter the shared customer record with their source intact.

Read the update
  • Product work explored capturing customer details and source context in the same record used for follow-up.
  • The foundation connected an incoming inquiry with qualification, ownership, and the next action rather than leaving it in a standalone form tool.

Foundation

CRM design begins

A shared system for customer context takes shape.

Read the update
  • Early 2025 product work established the CRM design direction: one shared customer record instead of fragmented tools and context.
  • The foundation linked customer information, conversations, operational work, and the next action around that record.

Foundation · Improved

Agent knowledge governance and human handoff

Early knowledge work made clear what an agent could answer, when it should pause, and how a person could continue the work.

Read the update
  • The team refined answer boundaries, escalation guidance, and the operator context needed after an automated conversation.
  • Knowledge was treated as an operating asset with sources, rules, and a useful route back to a person—not a static document collection.
  • These principles carried into the later Knowledge Hub, conversational agents, and shared Inbox experiences.

Foundation · Feature

Knowledge-base sources and agent grounding

Early knowledge-base work connected approved source material with the answers an agent could use.

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  • Product work explored how policies, service information, and operating guidance could be organized for conversational use.
  • The approach kept source material, retrieval context, and a safe next action close together.
  • This laid the groundwork for the knowledge sources and agent controls that followed.

Foundation · Feature

Retrieval-augmented answer experiments

The team tested how grounded context could make automated customer conversations more useful.

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  • Early RAG experiments paired an incoming question with the most relevant approved context rather than relying on a generic response.
  • The work focused on relevance, answer limits, and knowing when to ask for more context or hand off to a person.
  • It established the retrieval direction that later became part of the platform’s managed agent knowledge.

Foundation · Feature

Connected workflow foundations take shape

The first pieces of a shared customer system come together.

Read the update
  • Early product development focused on keeping customer context, work, and the next action in one connected place.
  • The connected model brought customer progress and operational work into the same flow.

Foundation · Design

CRM pipeline and customer ownership

Customer records began to carry visible progress, ownership, and a deliberate next step.

Read the update
  • The early CRM model brought a customer’s activity, status, and responsible person into the same operating view.
  • The goal was to make handoffs and pipeline movement explainable rather than leave customer work in disconnected tools.
  • This design direction later informed CRM records, tasks, dashboards, and automation.

Foundation · Feature

Customer records and activity timelines

The product shifted from a call outcome to a durable view of the customer relationship.

Read the update
  • Early CRM work linked contact information, conversation context, notes, and the next action around a shared customer record.
  • The timeline made it easier for a new owner to understand what happened before they picked up the work.
  • This was the beginning of the connected customer-context model that later supported calls, forms, messages, bookings, and tasks.

Foundation · Improved

Call review and outcome capture

Early voice work made a customer conversation useful after it ended.

Read the update
  • The product began retaining the key reason for a call, its outcome, and the intended next action for review.
  • This helped operators test whether a voice interaction was useful instead of treating a completed call as the end of the workflow.
  • The work later informed recordings, transcripts, analysis, CRM context, and voice-triggered automation.

Foundation · Feature

Voice-agent scenarios and configuration

The initial voice-agent direction expanded into defined jobs, prompts, and test conversations.

Read the update
  • The team explored the conversational paths for common inbound work: answering, qualifying, routing, booking, and escalation.
  • Configuration work focused on giving each agent a clear job and making its behaviour reviewable before it was trusted with live demand.
  • These ideas became the basis for the voice-agent builder and guided setup that followed under Spacebrain.

Foundation

Voice-agent foundations

The earliest product work focused on making an inbound customer call useful from the first response.

Read the update
  • The product began with conversational-agent experiments for answering calls, understanding a request, and deciding the next step.
  • The core question was practical: could a customer receive an immediate, useful response while their context stayed available to the business?
  • This established the voice and lead-response direction for the product.

Foundation

The product work begins

The product foundations are underway.

Read the update
  • This is the start of the documented Spacebrain product history.