> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> New Nexor features, improvements, and fixes

This page tracks what changed in Nexor. New editions are published on Mondays
when there is something useful to share.

<Update
  label="August 10, 2026"
  description="Agent creation with NexorGPT, real channel testing, and more operational control"
  tags={["Product", "Agents", "Channels", "Developers"]}
  rss={{
title: "Agents, channels, and operations",
description: "New ways to create and test agents, more control over email, voice, and Inbox, and improvements for integrations and Developers."
}}
>
  ### Create agents with NexorGPT

  From the standard **Create agent** buttons, teams can choose between NexorGPT
  and the manual flow. NexorGPT collects the brief in chat, creates the agent,
  and keeps the same conversation open for further adjustments; Instagram and
  Messenger automations keep the manual flow.

  ### Custom goals in Settings

  Under `Settings → Goal`, an agent can use a custom objective written by the
  team. The objective becomes part of its instructions for processes that do not
  fit the predefined goals.

  ### Test an agent in WhatsApp

  Before connecting a dedicated number, eligible accounts can open **Test my
  agent**, scan a QR code, and talk to the agent from WhatsApp. The test session
  stays isolated and does not contact real leads.

  ### French for agents

  `fr-FR` is now available as an agent language. Text channels and conversation
  rules use French, the Paris time zone, and the corresponding regional format;
  calls require a compatible French voice and the Nexor interface keeps its
  selected language.

  ### Clone voices from a recording

  For agents with the phone channel, the voice selector can create a private
  voice from uploaded audio samples. Processing continues in the background, the
  resulting voice is available only within the same account, and each account
  can keep up to 10 cloned voices.

  ### More control over calls

  In the phone channel, teams can choose who speaks first and how the agent
  behaves when it detects voicemail. If a Playground call does not connect, the
  chat shows the outcome and offers a retry.

  ### Human escalations with automatic routing

  Escalations are available across WhatsApp, SMS, Instagram, Messenger, email,
  web chat, and calls; for voice, the handoff continues through a compatible text
  channel. Configure the responsible team in Pipeline and Nexor distributes cases
  across its members with round-robin assignment.

  ### More operational context in Inbox

  For Coexistence conversations and escalated cases, Inbox includes Resolved and
  Discarded tabs with the person who closed each case. The Details and NexorGPT
  rail can now collapse and adapts to smaller screens.

  ### Send SMS manually from a conversation

  For compatible United States or Canada SMS configurations with the required
  consent recorded, a person can send messages from the lead conversation.
  Delivery errors appear next to the message so the team can see what happened.

  ### Custom email signatures

  Agents with email can use a signature with text, links, and images. The
  signature is added to agent-generated emails, replies, manual sends, and
  Playground tests.

  ### An exact template for the first email

  Agents with email can define the exact subject and body of the first message,
  including lead variables. Replies and later emails continue to be written by
  the agent.

  ### Multiple Google Sheets tabs per agent

  A Google Sheets connection can use multiple tabs with the same agent. Each tab
  keeps its own connection, and editing one no longer changes another connected
  tab by mistake.

  ### Catalogs ready to use and kept current

  After creating a manual, Shopify, or API catalog, teams can choose the agents
  that will use it. For API catalogs, sync runs in the background, reads paginated
  sources, and shows the last successful sync. Removed products become inactive
  only when the source response is complete; Nexor preserves current items after
  an incomplete response.

  ### Team notes the agent can use

  A note marked **Visible to AI** becomes part of the lead context across text,
  email, WhatsApp, social channels, web chat, SMS, and calls. Notes can be edited,
  deleted, or made private again from the lead detail.

  ### Attribution in the lead detail

  When a lead includes campaign data, the lead detail shows UTMs, click IDs,
  platform, and source in a dedicated section. Opening it from Pipeline uses the
  correct agent activity, even when the lead is active in more than one agent.

  ### More flexible Pipeline stages

  The **Escalated to executive** stage is now optional, and an agent's goal stage
  can be marked or unmarked as final. When NexorGPT deletes a stage that contains
  leads, it first asks where those leads should move.

  ### Clearer contact settings

  Contact hours, recontact attempts, and meeting settings now separate presets,
  general configuration, and per-stage exceptions. If a cadence includes
  WhatsApp but the agent has no assigned number, Settings warns that those
  attempts will be skipped.

  ### Filter meetings by agent

  The Meetings page now includes an agent filter in addition to the host filter.
  Results and counters update together with date, status, and search filters.

  ### Faster file organization

  File Library supports uploading multiple files at once and renaming them after
  upload. Knowledge Base documents can also be renamed without uploading them
  again.

  ### Billing from the sidebar

  Billing now has its own entry in the sidebar. Period usage, payment method,
  invoice history, and the next charge when applicable are together under
  `/billing`.

  ### Real progress while training an agent

  Agent training shows how many files have been analyzed and how many proposals
  have been generated. The flow also accepts Markdown files and shows a clear
  error if processing stops responding.

  ### Play audio at 1x, 1.5x, or 2x

  WhatsApp voice notes and call recordings can be played at `1x`, `1.5x`, or
  `2x` from the lead detail.

  ### Connect HubSpot with OAuth

  New HubSpot connections use the official OAuth flow from Nexor. Existing
  private app token connections continue to work.

  ### Rebuilt self-serve onboarding

  For new accounts, onboarding saves progress, validates required steps, and
  prepares the agent configuration while the flow is completed. At the end, it
  opens the created agent and provides a direct path to test it in Playground.

  ### NexorGPT corrections stay recorded

  For admins reviewing agent messages, corrections applied from `?` stay linked
  to the lead. Previous findings can be marked resolved or dismissed so they do
  not return in later analyses.

  ### Undo prompt changes in NexorGPT

  For prompt changes applied from NexorGPT, the confirmation card can undo the
  modification. If later edits exist, teams can revert only the original change
  or restore the complete earlier version.

  ### More lead control through the API

  For Developers, the public API can set `assigned_to` while creating leads,
  patch metadata in bulk, create and list notes, and configure `goal_statement`
  for agents with a custom goal. The bulk update remains account-scoped and
  reports unmatched values and any records it could not process.

  ### Secrets and effects for automations

  For Developers, HTTP tool configurations can reference sensitive values as
  `{{env.KEY}}` and resolve them on each run. Event Cloud Functions can assign
  leads, change stages, add tags, enroll leads into agents, and replace existing
  environment variables through `ctx.effects`.
</Update>

<Update
  label="July 29, 2026"
  description="A major Inbox and Pipeline rework, safer WhatsApp, and more channel controls"
  tags={["Product", "Inbox", "WhatsApp", "Channels"]}
  rss={{
title: "Inbox, WhatsApp, and channels",
description: "A bigger Inbox and Pipeline, WhatsApp management and safety controls, clearer email setup, Zoho, and Instagram automations."
}}
>
  ### Inbox for Coexistence and escalated cases

  Inbox brings together conversations from WhatsApp Coexistence numbers and
  cases where the agent escalated to an executive. The team can take ownership,
  reply, and close the case from one place.

  ### Automatic lead assignment

  Choose the members responsible for each Pipeline stage. When a lead enters
  that stage, Nexor assigns it automatically across the selected team instead
  of leaving the lead unassigned.

  ### NexorGPT now has its own page

  NexorGPT moved into the main navigation instead of taking space across the
  rest of the product. The full-page chat keeps its context and actions while
  leaving more room for day-to-day work.

  ### WhatsApp is managed from Nexor

  Change a number's display name and profile photo, check its health, and
  reconnect it from Nexor without depending on the provider's dashboard.

  ### Safer WhatsApp warm-up

  Nexor spreads contacts throughout the day, follows each number's Meta limit,
  and stops when it detects blocking signals. The dashboard shows the current
  limit, usage, and remaining capacity.

  ### WhatsApp templates ready from day one

  For clients with one agent, connecting WhatsApp creates a starter set of
  greeting, follow-up, and appointment templates. When delivery is blocked,
  Nexor links the alert to the affected number and makes the next step clear.

  ### Email DNS is easier to understand

  Existing domains can be recovered from Nexor, with DKIM and Reply-To records,
  per-record progress, and clearer explanations when verification fails.

  ### SMS only where it is supported

  SMS setup now appears only for clients in the United States and Canada.
  Calls remain available in other countries, and existing intentional SMS
  setups keep working.

  ### Zoho CRM is live

  Connect Zoho, map the CRM flow, and keep lead and attribution data moving
  between Zoho and Nexor.

  ### Instagram story replies can trigger a DM

  Create an automation with a keyword and an assigned agent. When someone
  replies to a story with that keyword, Nexor starts the DM automatically.
</Update>

<Update
  label="July 23, 2026"
  description="Branded web chat, Shopify commerce, and Cloud Functions"
  tags={["Product", "Web chat", "Shopify", "Developers"]}
  rss={{
title: "Build branded, connected experiences",
description: "Customize the web chat shown to visitors, bring your Shopify catalog into conversations, and run tenant-owned code with Cloud Functions."
}}
>
  ### Make web chat match your brand

  Configure the widget's colors and appearance from Nexor, preview the result,
  and copy the installation snippet from the same setup flow.

  ### Sell from your Shopify catalog

  Sync Shopify products into Nexor so agents can search the catalog, build carts,
  share checkout links, and use current product information in conversations.

  ### Run custom logic with Cloud Functions

  Create and test isolated server-side functions for integrations and agent
  tools without hosting a separate service.
</Update>

<Update
  label="July 15, 2026"
  description="Reusable client tools"
  tags={["API", "MCP", "Tools"]}
  rss={{
title: "Reusable client tools",
description: "Create one reusable tool in your client catalog, assign it to multiple agents, and keep every assigned copy synchronized."
}}
>
  ### One catalog for reusable tools

  Create, update, and delete tools in a client-level catalog, then assign the
  same definition to multiple agents. Assigned copies stay synchronized when
  the catalog tool changes.

  Use the new `/client-tools` REST endpoints or the equivalent MCP tools.
</Update>

<Update
  label="July 14, 2026"
  description="Reports and safer errors"
  tags={["API", "MCP", "Reports"]}
  rss={{
title: "Reports and safer errors",
description: "Query funnel, field distribution, call, and lead reports through the API or MCP server, with clearer rate-limit errors."
}}
>
  ### Reporting from your API or AI client

  New reporting endpoints and MCP tools cover funnels, field distributions,
  call statistics, and individual lead reports.

  ### Clearer and safer failures

  Rate limits now return an actionable `RATE_LIMITED` error. Backend failures
  return a consistent sanitized message and never expose the raw upstream body.
</Update>

<Update
  label="July 7, 2026"
  description="Instagram, Messenger, and a shared file library"
  tags={["Product", "Channels", "Files"]}
  rss={{
title: "More channels and simpler media",
description: "Connect Instagram and Messenger natively, and reuse approved images and documents from a client-level file library."
}}
>
  ### Connect Instagram and Messenger

  Complete Meta authentication from Nexor and manage direct-message channels
  alongside WhatsApp, email, SMS, calls, and web chat.

  ### Reuse media across agents

  Upload approved images and documents once in the File Library, then select
  them from agent settings instead of re-uploading the same files.
</Update>

<Update
  label="June 26, 2026"
  description="Web chat setup and connected scheduling"
  tags={["Product", "Web chat", "Calendly", "Workflows"]}
  rss={{
title: "Launch and schedule from one place",
description: "Install web chat with a guided setup, connect Calendly, and manage meeting and channel settings in a clearer workflow editor."
}}
>
  ### Launch web chat with a guided setup

  Choose the agent, configure the channel, and copy the embed snippet from a
  single tabbed flow.

  ### Connect Calendly event types

  Connect or re-sync Calendly, select the event type each agent should use, and
  keep custom scheduling links available as a fallback.

  ### Configure workflows with less friction

  Meeting types, reminders, variables, channels, and scheduling options now
  live in a more consistent settings experience.
</Update>

<Update
  label="June 16, 2026"
  description="Faster pipeline work and richer conversation context"
  tags={["Product", "Pipeline", "WhatsApp", "Integrations"]}
  rss={{
title: "Move leads and context faster",
description: "Drag leads between pipeline stages, view inbound WhatsApp media in context, and map Google Sheets data to useful lead fields."
}}
>
  ### Move leads between pipeline stages

  Drag a lead card to another status column to update the workflow stage while
  preserving status history and activity tracking.

  ### See WhatsApp media in the conversation

  Images and files received through WhatsApp appear in the lead conversation,
  so operators no longer need to leave Nexor to understand the message.

  ### Map Google Sheets data clearly

  Map name, phone, email, and client-specific fields when connecting a sheet,
  using the same labels your team sees in Nexor.
</Update>

<Update
  label="May 20, 2026"
  description="Team ownership, Outlook Calendar, and better agent testing"
  tags={["Product", "Teams", "Calendar", "Agents"]}
  rss={{
title: "Collaborate and test with more confidence",
description: "Assign workflow ownership, connect Outlook Calendar, and inspect previous Playground sessions and agent traces."
}}
>
  ### Give teams clear workflow ownership

  Add owners and teams to workflows, and lock sensitive workflows so only the
  listed owners can edit them.

  ### Connect Outlook Calendar

  Use Outlook as the active scheduling calendar, with clear connect, reconnect,
  and provider-switching states.

  ### Revisit and debug agent tests

  Open previous Playground sessions and inspect the underlying trace to
  understand how an agent reached a response.
</Update>

<Update
  label="May 13, 2026"
  description="Human handoffs and easier lead and knowledge management"
  tags={["Product", "Human assistance", "Knowledge", "Leads"]}
  rss={{
title: "Bring people in when the agent needs help",
description: "Pause automation for human assistance, edit knowledge sources in place, and organize leads and workflows more clearly."
}}
>
  ### Step into a conversation

  Pause the AI when a lead needs human attention, let an operator take over, and
  return control to the agent when the conversation is ready.

  ### Edit knowledge without rebuilding documents

  Preview Markdown sources and make inline corrections from the document view
  instead of deleting and uploading the source again.

  ### Organize leads and workflows

  Assign leads more deliberately, group related workflows, and expose pause and
  resume actions directly from the lead detail.
</Update>

<Update
  label="April 29, 2026"
  description="A guided start, a clearer dashboard, and self-service Kommo"
  tags={["Product", "Onboarding", "Dashboard", "Integrations"]}
  rss={{
title: "Get to value faster",
description: "Follow a guided setup checklist, understand results in the redesigned dashboard, and connect Kommo or configure SMS without support."
}}
>
  ### Follow a guided setup

  The onboarding checklist keeps the next important configuration step visible
  and links directly to the place where it can be completed.

  ### Understand performance at a glance

  The redesigned dashboard surfaces conversions, highlights, insights, and
  workflow-level performance in a clearer layout.

  ### Configure Kommo and SMS yourself

  Connect Kommo, choose pipeline mappings, and enable SMS from workflow channel
  settings without waiting for a manual setup.
</Update>

<Update
  label="April 7, 2026"
  description="A simpler daily workspace and broader messaging APIs"
  tags={["Product", "Leads", "API", "Imports"]}
  rss={{
title: "A simpler workspace for daily operations",
description: "Work with leads and pipelines in focused views, import leads from CSV, and send WhatsApp, email, or AI calls through one Messages API."
}}
>
  ### Separate the lead list from the pipeline

  Use a focused table for all leads and a workflow-specific kanban for pipeline
  execution, with stable client and workflow switching.

  ### Import leads and knowledge in bulk

  Upload a CSV with guided field mapping and duplicate handling, and add
  documents to the Knowledge Base from the refreshed workspace.

  ### Send through one Messages API

  `POST /messages` supports WhatsApp text and templates, email, and AI calls.
  Background jobs can also run recurring or deferred agent work.
</Update>