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Changelog

What’s new in AgencyTitan. Entries cover customer-visible features and major fixes only, not every internal change.

The latest 30 digests are below. Older updates live in the year and month archives.

August 27, 2026

Workflow and form automation updates

We shipped improvements to workflow handling, form settings, and the agent dashboard experience.

  • Improved: Workflow actions now return more consistent results, improving reliability across workflow runs and related automations.
  • Improved: Form settings and workflow shortcode handling were updated to make automation setup smoother in the Forms Management area.
  • New: The agent dashboard and orchestration tools received a broad refresh to improve day-to-day agent operations and visibility.

August 24, 2026

AI assistant and media workflows got broader support

This release expands the AI assistant’s capabilities and improves media and workflow handling across the product.

  • New: Expanded the AI assistant’s access to more workspace context, including my day, activity logs, time entries, and tenant AI settings.
  • Improved: Improved internal MCP and AI tool handling so assistant actions can work with a wider set of connected data and prompts.
  • Improved: Added and refined cloud file and image media operations, including public API support for media-related workflows.
  • Improved: Improved workflow relationship filtering and condition configuration behavior for more reliable workflow setup.

August 21, 2026

Workflow builder and list views got smarter

Today’s release improved workflow scheduling, relationship-based list queries, and several connected views across the app.

  • New: Workflow scheduling and query setup now handle more cases in the builder, making it easier to configure scheduled automations and related filters.
  • Improved: Relationship-based list views were improved so grouped and filtered results render more reliably across clients and process lists.
  • Improved: Google Ads customer browsing and related integration screens were updated for smoother navigation and data loading.
  • Fix: Several background health checks and token refresh flows were hardened to reduce integration and automation interruptions.

August 20, 2026

Builder, onboarding, and integrations got a major refresh

Today’s release adds new builder field options, improves onboarding and integration setup, and fixes several workflow and assignment issues.

  • New: Added new builder field controls, including a Todo field and updated color/background styling options.
  • Improved: Improved onboarding and integration setup flows, including Google Ads browsing, website analysis, and logo persistence.
  • Improved: Bulk assignment now supports clearer assignment modes and a preference to keep the creator when eligible.
  • Fix: Fixed several workflow and process issues, including button bindings, stage requirements, and return navigation.
  • Fix: Improved AI and message processing reliability for drafts, queues, and pending operations.

August 19, 2026

AI workflows and onboarding got a major upgrade

This release expands AI-assisted setup, planning, and workflow tools across the product, with several fixes to make them more reliable and visible in the UI.

  • New: Added broader AI support for planning, workflows, fields, layouts, processes, and views, giving teams more places to use AI-assisted setup and editing.
  • Improved: Improved onboarding and setup experiences, including a refreshed setup flow and updated guidance for getting departments and team access configured.
  • New: Expanded support for client imports, notes, escalations, and ticket AI policies so these workflows are easier to use and more consistent.
  • Fix: Fixed realtime updates and related UI behavior so changes appear more reliably in areas like processes, escalations, and chat-driven workflows.

August 17, 2026

Workflow, portal, and help experience upgrades

A broad set of customer-facing improvements landed across workflows, portal permissions, AI-assisted building, and help content.

  • Fix: Workflows now handle charge idempotency, scheduled-run safeguards, and business-hours delays more reliably.
  • Improved: Portal and billing permissions were tightened and aligned so access checks behave more consistently across the app.
  • Improved: AI builder and chat experiences improved with better session parity, asset links, publish guidance, and more reliable receipts and evidence.
  • New: Help and docs were expanded with a new help center, API docs, screenshot lightbox, and navigation polish.
  • Improved: File uploads and pasted attachments now preserve filenames more consistently, and storage handling is more predictable.

August 16, 2026

AI authoring and access controls got a major cleanup

We tightened how AI tools, SOPs, and help content behave, while also fixing a few visible access and read issues.

  • New: Added SOP and training shortcodes to make guided content easier to reuse in the product.
  • Improved: Improved AI tool access and permission checks, including clearer gating for chat and builder actions.
  • Fix: Fixed member read behavior for custom objects and agency display data so records show up correctly.
  • Fix: Cleared agency-switch UI state more reliably when changing agencies.

August 15, 2026

Workflow filters, MFA, and AI controls improved

Today’s release tightened workflow filtering, added/expanded MFA and session handling, and improved AI generation controls and ticket insights.

  • New: Workflow filters now support trigger identity more consistently, including editing, publishing, and backfilling existing filters.
  • Fix: Staff sign-in is more reliable with MFA support and better session handling, including a fix for live sessions being lost after a hard refresh.
  • Improved: AI generation now uses clearer budgets and safeguards, with improved handling for long-running streams and visual generation limits.
  • Improved: Ticket AI Insights and linked-task cards received usability polish.
  • Improved: Billing markup tiers now auto-arrange more cleanly.

August 14, 2026

Workflow builder and website updates

Workflow automation gained new trigger and output options, while website forms and public contact handling were improved.

  • New: Workflows now support broader trigger families, trigger-scoped fields, and new action output handling for more precise automation logic.
  • Improved: The AI workflow builder was improved to ground requirements more reliably and better align generated workflows with available triggers and fields.
  • Improved: Table widgets now support nested sub-fields, making complex data easier to view and configure.
  • Fix: Website contact and consent flows were updated for A2P compliance, with mobile formatting and contact form fixes.
  • New: Public pages now hide the support email where appropriate, and MCP gateway tools can run through machine-auth impersonation.

August 13, 2026

Workflow branching and marketplace import safeguards

Workflows gained more flexible branching, and marketplace imports now have stronger protections against bad mappings and duplicate reimports.

  • New: Workflows can now branch based on action results, with added support for moved tickets and merged processes.
  • Improved: Marketplace imports now better prevent duplicate reimports and block unconfirmed mappings before running Import Now.
  • Fix: Ticket records now include SLA catalog fields, and soft-deleted items are purged from AI retrieval data.

August 12, 2026

AI chat drawer and workflow tools land

Today’s release adds a new AI chat drawer experience and strengthens AI/auth reliability.

  • New: Added a new AI chat drawer with page and pop-out modes, plus a cleaner header.
  • Improved: Improved AI and auth reliability with better 429 retry handling, faster JWT verification during bursts, and protection against retry storms.
  • Improved: Expanded workflow AI coverage with a larger harness of test scenarios to improve stability.
  • Fix: Clarified the public privacy policy for Google Workspace API data use, sharing, retention, and deletion.

August 11, 2026

AI builder and workflow reliability improvements

We shipped several customer-visible fixes to AI-assisted building, workflow execution, and field rendering.

  • Improved: AI-assisted builder flows are now more reliable, with improved tool routing, better fallback handling, and broader support across builder domains.
  • Improved: Workflow runs now keep the correct trigger/root record context, reducing cases where actions or conditions pointed at the wrong entity.
  • Fix: Required fields, numeric bounds, and field-layout rendering were tightened up to prevent completion and display issues in forms and process views.
  • Fix: Process and todo details now refresh more consistently, and checklist toggles are more dependable.

August 10, 2026

AI field layouts and task handling got smarter

We improved how AI-assisted field layouts and task completion behave, with safer button handling and clearer labels.

  • New: AI can now better look up and persist field layouts, including refreshed media links and soft-deleted layout handling.
  • Improved: Manual AI action buttons now fail closed, and stage detection is more reliable for cleaner handoffs.
  • Improved: Task completion now waits for pending saves and enforces required-field checks before finishing a stage.
  • Improved: Updated task-facing labels and AI Instructions naming to better match what users see in the product.

August 9, 2026

AI Builder and automation workflows got smoother

This release focused on making AI Builder, automations, and custom object tools more reliable and easier to use.

  • Improved: AI Builder now handles more workflow and field-writing cases more reliably, including draft republishing and recovery from interrupted runs.
  • Improved: Custom object reference pickers and table views now support better paging and sorting for larger datasets.
  • Fix: Automation schedules stay in sync more consistently, and publish/manual execution is more robust.
  • Improved: Process and builder screens now show clearer labels and validation feedback in a few key places.

August 8, 2026

Marketplace updates and smarter widget picklists

Marketplace upgrades are easier to manage, and several widget and workflow picklists now surface the right options more consistently.

  • New: Added a marketplace update wizard with better upgrade handling, including UUID remapping and clearer version status after upgrades.
  • Improved: Improved widget and filter picklists so relationship, entity, and process options are easier to choose across builders and filters.
  • Improved: Create Ticket now defaults to the tenant’s default inbox, reducing setup friction for new tickets.
  • Fix: Fixed several widget and marketplace issues that could cause incorrect previews, publish false positives, or validation problems.

August 7, 2026

Workflow and AI builder updates

Today’s release adds new workflow conditions and AI builder capabilities, plus several customer-facing website and auth improvements.

  • New: Workflows now support custom-field change conditions, improved For Each array handling, and clearer condition names.
  • Improved: The AI builder gained new linking and vocabulary improvements, making it easier to connect tickets to processes and work with widgets and filters.
  • Improved: Create Entity Forms can now clear after submission, and the form experience was refined.
  • Improved: Website legal and consent pages were updated, including consent audit and request-access improvements.
  • Improved: Auth redirects now send legal pages to the marketing site.

August 6, 2026

AI Builder, beta access, and consent updates

Today’s release adds new AI and website capabilities, plus several fixes to keep builder layouts and admin flows working smoothly.

  • New: Added xAI Grok Imagine image and video generation, plus xAI web search for AI workflows.
  • New: Launched the website beta access request flow with admin approval tools.
  • Improved: Improved the AI builder so clear-row layout behavior is preserved when placing elements.
  • Improved: Added a nightly AI model health sweep and better handling for generated image uploads.
  • Improved: Hardened public access and consent handling, including stricter public table access rules and updated cookie/privacy behavior.
  • Fix: Fixed the beta access admin requests view so reviewed requests load correctly.

August 5, 2026

Billing, widgets, and workflow fixes land in production

A set of visible fixes and improvements went live across billing, widgets, signatures, and workflow handling.

  • Improved: Billing retries and payment handling were improved, including public payment branding updates.
  • Fix: Widget filters now resolve host-context shortcodes correctly, so embedded dashboards and charts load the right data.
  • Fix: Custom-object forms and workflow screens now render submissions and stage changes more reliably.
  • Improved: AI escalation notes now distinguish system actions from human actions more clearly.
  • Improved: Signature management and the user setup wizard received usability updates.

August 4, 2026

List views moved fully to the new engine

AgencyTitan finished the switch to the new relationship-query list engine and fixed a worker outage that affected background processing.

  • New: Task, process, and client lists now run entirely on the new list engine, with legacy list RPCs removed and list filtering, sorting, and unassigned views corrected.
  • Improved: List screens now use a faster execution path, improving performance and keeping permissions and grouped counts in sync with the old behavior.
  • Fix: The production worker fleet was restored after a workflow bundle issue prevented workers from starting.
  • Fix: AI shortcode history now returns the correct process history in production instead of only the current instance.

August 3, 2026

Reference pickers, SMS intake, and health checks land in production

Today’s release adds new workflow and inbox capabilities, plus broader reliability monitoring across integrations and widgets.

  • New: Reference picker v1 now supports direct execution, making it easier to select related records in workflows and builders.
  • New: Ticket message filters and shortcodes are now available, along with an SMS inbox phone picker for faster inbound message handling.
  • Improved: Integration credential health checks and worker watchdog monitoring were added to catch broken integrations and stalled background processing sooner.
  • Improved: Widget drift and ticket SMS reply checks were expanded to help prevent visible data and inbox issues.
  • Fix: Frontend deploy retries were improved so temporary GitHub 503 errors are less likely to break production releases.

August 2, 2026

Workflow, security, and reliability updates

A broad production rollout improved workflow building, tightened security and rate limits, and fixed several customer-facing reliability issues.

  • Improved: Workflow filters and related labels now handle more cases correctly, including case-insensitive matching and better filter value display.
  • Improved: My Day and workflow builder screens received several fixes, including schedule banners, Return node configuration, and callable sub-workflow parameters.
  • Improved: Security and platform protections were tightened with fail-closed workflow and billing checks, stricter CORS, and stronger rate limiting.
  • New: Marketplace updates now support rollback and more reliable repinning/restamping during imports and duplication.
  • Fix: Fixed several customer-facing reliability issues around form privacy, ticket attachments and locks, payment webhooks, oversized uploads, and readiness checks.

August 1, 2026

Filters, workflows, and AI attachments got a major polish

Today’s release focused on making filters, workflow triggers, and AI file handling more reliable and easier to use.

  • Improved: Improved filter builders and operators, including better support for compatible operator switching, contains-style filters, and resource pickers.
  • New: Hardened workflow triggers and integrations with updated Drive/Gmail v1 filters, integration event payloads, and Return node support.
  • Fix: Fixed AI attachment handling, including Gemini Files API routing and more reliable attachment metadata across providers.
  • Improved: Improved timezone-sensitive calendar and billing behavior, plus faster validation paths for date-based views and RPCs.
  • Fix: Fixed several workflow editor and kanban issues that could make filters, drafts, or board views behave inconsistently.

July 31, 2026

AI, billing, and marketplace updates shipped

Today’s release focused on AI workflow improvements, marketplace reliability, and a few customer-facing fixes across billing and integrations.

  • New: AI-assisted workflows now have better relationship lookup and entity linking, improving how the product finds and connects related records.
  • Improved: Marketplace imports and updates are more reliable, with safer rollback behavior and better handling of dependency changes.
  • Improved: Billing and webhook-related flows received updates to improve stability and reduce failed or inconsistent actions.
  • Fix: Integration-trigger filters and legacy task scoping compatibility were restored, fixing issues that affected some widgets and automation flows.

July 29, 2026

Relationship queries cut over to v1, with hotfixes for lists and kanban

We completed the new relationship-query platform rollout across major product surfaces, then shipped follow-up fixes for list and kanban regressions.

  • New: Relationship queries now run on the new v1 platform across widgets, lists, forms, calendars, reference fields, custom objects, workflows, and AI live datasources.
  • Improved: The shared filter builder and field picker now power more of the product, with cleaner workflow condition editing and improved typed inputs like date, user, status, and entity pickers.
  • Fix: Fixed list and kanban regressions after the cutover, including broken URL behavior, incorrect default columns, and raw values rendering as [object] or unformatted links.
  • Fix: Builder autosave is more reliable, preventing changes from reverting while typing in shared sections, containers, and modal settings.

July 25, 2026

Programs, workflows, and estimates got smarter

This release adds month-based program recurrence, improves workflow recovery, and brings stage estimate overrides into the product.

  • New: Programs can now run on calendar-month intervals, with backfill alignment to keep schedules on track.
  • Improved: Workflows are more resilient with better recovery for stale-running jobs and a fix for duplicate watchdog dispatches.
  • New: Stage instances now support estimate overrides, with editing in the UI and reporting that reflects the overridden values.
  • Fix: The AI preset editor no longer crashes in the common TDZ case.

July 24, 2026

Ticket policy controls and escalation workflow updates

Today’s release adds more control around ticket policy enforcement and expands escalation, workflow, and reporting behavior across the product.

  • New: Ticket policy checks can now block sending by severity, with a clearer Send Anyway override flow and richer HTML signatures in replies.
  • Improved: Escalations now inherit global priorities and tags, with updated settings and improved handling for closed buckets and assignee defaults.
  • Improved: Workflows and layouts gained new conditional logic options, including date and agency-based conditions plus current user department shortcodes.
  • Improved: Forms and client matching were improved with better submission review actions and adapter target matching.
  • Improved: Reports and settings were updated with profitability fees, a Billing section under Clients, and a cleaner settings navigation experience.

July 23, 2026

Escalations, custom objects, and ticket assignment got smarter

This release improves how escalations, custom objects, programs, and ticket assignment behave across the product.

  • New: Escalation settings now support pools and a smoother create/edit experience.
  • Improved: Custom object builders can use conditional fields, default sorting and filtering, and hidden values save correctly.
  • Improved: Ticket assignment is more reliable, with capacity-based auto-assignment and better recovery when an assignment is rejected.
  • Improved: Inbound webhooks and filters are more robust, and program enrollments can pick up tasks more consistently.
  • Fix: The browser extension now better protects impersonation sessions, and client image cropping/proxy handling is more reliable.

July 22, 2026

Privacy, billing, and reporting updates

We tightened access controls, hardened billing flows, and improved time reporting and workflow automation.

  • Improved: Added stronger privacy and access rules for tickets, tasks, records, and AI-assisted actions so content stays scoped to the right client and users.
  • Improved: Improved billing reliability with safer settlement handling, startup fee charge locks, and more accurate revenue reporting for paid accounts.
  • New: Added escalation automation and program scheduling improvements, including start delays, skip conditions, and easier backfill handling.
  • Improved: Time reports now default to active work first, making it easier to review current activity.
  • Improved: AI image and video generation now automatically uses the client’s brand context when available.

July 21, 2026

Auth, permissions, and builder polish across the app

Today’s release focused on smoother login and tenancy handling, clearer permissions and logs, and several builder and date-display improvements.

  • New: Added system log tabs for authentication, client activity, and task audit history, with unified assignment history for tasks and tickets.
  • Improved: Improved login and SSO handling, including better extension/session coordination, public OAuth provider controls, and stronger protection against auth race conditions.
  • Improved: Made agency switching more reliable by redirecting deep links correctly and preventing stale or false redirects after tenant changes.
  • New: Expanded the builder with help panels, better field search and display-field handling, and new font-size controls for supported field types.
  • Improved: Improved date and task displays with relative or full date modes, tooltips, and cleaner archived-process navigation.
  • Fix: Fixed notification and comment assignment behavior so links open correctly and task comment alerts go only to current assignees.

July 20, 2026

Builder and mobile UX improvements across the app

We shipped several customer-facing updates to custom objects, workflows, formulas, and mobile layouts.

  • New: Custom object records can now be inspected in read-only detail views, and linked-record filters are easier to find and use in the builder.
  • Improved: Workflow editors now support inline shortcode toggles, stage start date updates, and other configuration improvements.
  • New: Added calculated formula authoring and testing improvements, including better support for client references and date or agency context.
  • Improved: Improved composite list controls with sorting, max results, and hide-add options.
  • Improved: Polished mobile and drawer layouts across views, settings, escalations, tasks, tickets, reports, and other detail screens.

Archives

Section titled “Archives”