Product Changelog
What's New in CortexaOS
We ship fast. Here's everything we've built.
11 releases·125+ improvements
v2.0.0June 26, 2026Latest
The Experience Release — Allison, A+ Grade Depth & Command Center
- 1Allison AI Guide — the first business OS with a live customer success layer built in. Floating widget on every dashboard screen: voice guidance, live highlighting, guided tours for all 35 verticals, and proactive coaching. No onboarding calls. No manual. Day one productivity.
- 2A+ Grade Industry Depth — 5-day sprint hardened every vertical at the form level. 57 practitioner fields across 15 verticals, dynamic line items at service creation (Auto, Roofing, Restaurant, GC), and returning customer lookup wired to 7 verticals. Every form now reflects how specialists actually work.
- 3Command Center — top-tab navigation mode replaces the sidebar. 8 functional tabs (Home, AI, Analytics, Sales, Marketing, Ops, Industry, Settings) with role-based visibility. Less complexity, faster execution, cleaner onboarding.
- NewAllison AI Guide: floating widget on every dashboard page — voice, text, live highlighting, and proactive step-by-step coaching
- NewAllison: guided tours for all 35 verticals — industry-specific onboarding built in, zero external help docs needed
- NewAllison: live screen highlighting — real-time spotlight on the exact button or field the user needs next
- NewAllison: voice guidance — hands-free walkthroughs for field teams, technicians, and mobile-first users
- NewCommand Center: top-tab navigation mode — 8 functional tabs replace the sidebar for a cleaner dashboard UX
- NewCommand Center: role-based tab and tool visibility — team members see only what their role needs
- NewA+ Grade: dynamic line items at service creation — Auto RO (labor + parts), Roofing estimates, Restaurant POs, GC initial budget lines
- NewA+ Grade: returning customer lookup — unified search by name/phone/email wired to HVAC, Auto, Plumbing, Electrical, Dental, Vet, Bookings
- NewA+ Grade: 57 practitioner fields across 15 vertical tables — referring physician, technician assignments, consent checkboxes, referral source for Auto, HVAC, Dental, Medical, Vet, Legal, Staffing, PM, Wedding, GC, Accounting, Cyber, Insurance, Gym, PE
- NewForm Depth Sprint: emergency contact, DOB, allergies/meds critical fields — Gym, Dental, Event Planning, Insurance, Legal, Medical
- ImprovedAll 26 verticals now at A+ grade depth — forms built to what industry specialists actually fill out, not a generic CRM approximation
- ImprovedCustomer lookup unified component: pre-fills all customer fields on match, reducing duplicate entry and data errors across 7 verticals
v1.9.0April 26, 2026
The Depth Release — 4 Verticals Expanded
- 1Auto Repair: Estimate Builder, Tech Time Tracker, Appointment Scheduler (7-state workflow), and AI Diagnostic Assistant — full shop workflow now covered end-to-end.
- 2Bookings: Class Schedule Manager, Member Check-In, Package Tracker, Revenue Dashboard (MRR/MoM/YTD), and AI Client Engagement Analyzer — Mindbody parity and beyond.
- 3Cybersecurity: Incident Response with AI IR Playbook, Security Policy Generator (7 types), Vulnerability Tracker with AI Remediation, Compliance Checker (SOC2/ISO/HIPAA/NIST/PCI-DSS), and AI Awareness Training with interactive quiz.
- NewAuto Repair: Estimate Builder — two-panel form with labor + parts lines, live totals, shop fee/tax, status pipeline (draft → sent → approved → converted)
- NewAuto Repair: Tech Time Tracker — efficiency leaderboard with progress bars and flagged vs actual hours chart by week or month
- NewAuto Repair: Appointment Scheduler — day-view hourly slots with service-type color coding and 7-state status workflow
- NewAuto Repair: AI Diagnostic Assistant — Cortexa AI-powered diagnosis from symptoms + DTC codes: probable causes, recommended tests, repair range, urgency, parts needed
- NewBookings: Class Schedule Manager — weekly Mon–Sun grid with fill-rate progress bars (green/amber/red), cancel with reason, room utilization summary
- NewBookings: Member Check-In — live check-in feed with hourly bar chart, KPI cards for total check-ins and peak hour, date picker for history
- NewBookings: Package Tracker — sessions-remaining progress bars, expiry countdown badges, active/expired tabs, total active session value KPI
- NewBookings: Revenue Dashboard — MRR + MoM trend, YTD total, avg transaction KPIs, donut chart by category, 6-month bar chart, top revenue days table
- NewBookings: AI Client Engagement Analyzer — Cortexa AI retention scoring, risk segment cards, quick wins checklist, retention script with copy button
- NewEvent Planning: AI Timeline Generator — Cortexa AI generates complete day-of timeline, scrollable table, setup/breakdown accordions, critical path highlighting
- NewEvent Planning: Vendor Hub — vendor cards by category with payment/contract/insurance status toggles, CSV export, contracted/paid/outstanding KPI bar
- NewEvent Planning: Guest List Manager — RSVP summary cards, bar chart by response status, meal/table assignment, add guest modal, CSV export
- NewEvent Planning: Run of Show — inline-editable table with live clock mode (auto-refreshes during event), break rows highlighted, duration calculator, print view
- NewEvent Planning: Floorplan & Seating — drag tables to position, round/rect shapes, guest assignment panel, fill indicator per table
- NewEvent Planning: Event Debrief — star-rating vendor rows, Cortexa AI generates post-event report with executive summary, vendor ratings, action items, next-year template
- NewCybersecurity: Incident Response — severity-sorted incident list with MITRE-style 6-stage pipeline, expandable timeline, AI-generated 5-phase IR playbook
- NewCybersecurity: Security Policy Generator — 7 policy types (AUP, access control, IR, data classification, BYOD, remote work, vendor risk), AI-generated structured output
- NewCybersecurity: Vulnerability Scanner — CVE/finding tracker with age-in-days column, AI Fix button generates AI remediation: CVSS analysis, mitigations, IOCs, fix steps
- NewCybersecurity: Compliance Checker — multi-framework tracking (SOC 2, ISO 27001, HIPAA, NIST, PCI-DSS), gap report with export, evidence collection per control
- NewCybersecurity: AI Awareness Training — Cortexa AI generates modules with key points, interactive 5-question quiz, audience adaptation (technical/non-technical/executive)
v1.8.0April 7, 2026
The Agents Release
- 1154 AI Specialists — 9 new vertical experts added including Transportation Operations, Auto BDC, Bookings Manager, Franchise Ops, and more.
- 2AI Agents with 17 action types — agents now execute real actions across every field service vertical: dispatch crews, book appointments, generate estimates, send follow-ups.
- 3SOS Lead Finder rebuilt — free open-data APIs for 5 states with Apollo.io enrichment (email, phone, LinkedIn, decision-maker) in one click.
- NewAI Agents: 17 agentic action types across HVAC, Plumbing, Roofing, Landscaping, Fleet, and more
- New9 new AI Specialists: Transportation Ops, Bookings Manager, Auto BDC, Restaurant Ops, Marketing Agency Account Lead, Accounting Tax Lead, Franchise Ops, Staffing Account Manager, MSP vCIO
- NewBookings vertical: appointment management, customer scheduling, reminders, and calendar sync
- NewBDC Tool (Auto Dealership): Business Development Center lead tracking and follow-up automation
- NewApollo.io enrichment for SOS leads: email + phone + LinkedIn + decision-maker in one click
- NewDemo account: auto-seeds industry-specific data when changing industry from the dashboard
- ImprovedVertical specialists are now action-aware — each maps to specific executable agent actions
- ImprovedSOS Lead Finder: replaced broken state HTML scrapers with free Socrata JSON APIs (CO, NY, OR, CT, IA)
- FixedNeon HTTP driver: replaced all db.transaction() calls with sequential inserts across invoices, quotes, conversations, projects, fleet billing, and more
v1.7.0March 17, 2026
The Scale Release
- 1HIPAA compliance module — full PHI encryption, immutable audit logs, BAA management, inactivity timeout, and consent records. Enterprise-ready for healthcare customers.
- 280+ integrations — OAuth routes live for 18 verticals. Keep your existing tools and add CortexaOS as the AI intelligence layer on top.
- 3Metered media billing — all image and video generation is metered and tracked, with a 15 images/seat/month Flux Schnell included pool.
- NewHIPAA compliance module: AES-256-GCM PHI encryption, immutable audit log, BAA manager, inactivity timeout, consent records
- NewPhotos & Files app: folder tree, drag-and-drop upload, file grid — 5 GB/seat/month included, overage at $0.03/GB
- NewMedia billing system: all image/video generation metered and tracked (Replicate, DALL-E 3, Runway)
- NewPhoto pool quota: 15 Flux Schnell images/seat/month pooled — overage metered at $0.004/image
- NewAI Boardroom access control: enforced 1 session/quarter, team owner only
- NewFocus Group monthly quota: 1 session/month included on all plans; additional sessions $19/session (50 AI personas, "Fifty" depth tier)
- NewBYOK Anthropic key: bring your own API key via Settings → Integrations to bypass the TEU pool
- New2FA login-lock: after 3 grace logins, accounts without 2FA are gated to the setup flow
- NewEvent & Wedding Planning vertical (21st industry hub)
- NewReal Estate vertical + Private Equity landing page
- NewVertafore AMS360 OAuth integration for insurance agencies
- NewSolo operator landing pages: 9 new pages for independent professionals (attorney, CPA, physician, therapist, trucking, HVAC, wedding planner, and more)
- NewSolopreneur Impact Report whitepaper at /resources/solopreneur-whitepaper
- NewUsage & Billing page: TEU consumption, media usage, storage, and overage costs in one view
- ImprovedResources hub at /resources — central page for all whitepapers and guides
- ImprovedSitemap completed — all public pages indexed; submitted to Google Search Console
- ImprovedTEU weight for Sonnet raised 5 → 6 to reflect Anthropic pricing update
- ImprovedCTA buttons standardized to violet across entire site
v1.6.0February 24, 2026
The Connectivity Release
- 1Business approval system — deal close gates, configurable approval rules, and a split Approval Queue. Nothing goes out without sign-off.
- 2CRM → Project conversion — one click turns a won deal into a live project with all context carried over.
- 3Pin apps to your sidebar — star any app in the App Hub and it appears in your left nav for instant access.
- NewBusiness approval system: deal close gates, approval rules by role/amount, split queue (pending vs. history)
- NewCRM → Project conversion: one-click deal-to-project with pre-populated fields
- NewExpense reports workflow: full submit → approve → reimburse flow with manager routing
- NewLive dashboard counts: pipeline value, active projects, and pending approvals on dashboard home
- NewPin apps to sidebar from App Hub — starred apps appear in left nav (max 5)
- NewDemo account (demo@cortexaos.ai) with industry-specific seed data for all 17 industries
- NewPer-customer Twilio + WhatsApp Business integrations with BYOK API keys
- NewMicrosoft 365 integrations: Outlook, Teams, OneDrive, SharePoint, Excel, Calendar, Dynamics 365, Power BI
- NewPublish to YouTube directly from Video Studio
- NewPlatform-safe social media infrastructure: rate limits, token refresh, attribution, webhooks for all 11 platforms
- NewFull industry suite coverage: all verticals expanded to complete feature sets (22 new tool pages)
- ImprovedPricing redesigned with 5-year lock-in framing, strikethrough promo prices, month-to-month +10% clearly shown
- Improved"My AI Team" renamed to "Dashboard"; sidebar nav restructured
- FixedCRM bidirectional sync: contact ↔ deal updates now reflect in both directions
- FixedFocus Group depth tiers (15/25/40 personas) replace broken 500-persona run
- FixedDemo onboarding bypass + OAuth connect endpoints no longer strand users after auth
v1.5.0February 3, 2026
The Design Release
- 1Apple-style UI system — universal AI output component, clean typography, and standardized design tokens across the entire dashboard.
- 2Content Calendar gets a Campaign Generator — one click builds a full multi-channel campaign with topic chips for direction.
- 3Roofing industry hub — 5 specialists + 4 apps: Project Manager, Permit Wizard, Measurement Estimator, and Insurance Supplement Manager.
- NewUniversal AiOutput component: consistent Apple-style typography for all AI-generated text across every app
- NewContent Calendar: one-click Generate Campaign button + topic chips for campaign direction
- NewMy Shortcuts: pinnable quick-action shortcuts on dashboard home
- NewEditable agent duties: customize each specialist's responsibilities from their profile
- NewPool Builder: material cost calculator with estimate margins and profitability analysis
- NewRoofing hub: 5 specialists (Estimator, Insurance Claims, Permit Coordinator, Sales Coach, Production Manager)
- NewRoofing apps: Project Manager (8 phases), Permit Wizard, Measurement Estimator, Insurance Supplement Manager
- ImprovedSocial Publisher: auto-fills brand voice and context from Company Brain
- ImprovedAll industry suite cards use the CortexaBrain mascot icon with Cortexa product names
- FixedService worker cache: Vercel CDN was serving stale sw.js — fixed with Cache-Control: no-cache
- FixedApproval queue: reject preserves record, single-step approve, image sync, auto-delete on reject
- FixedPhoto Studio + Video Studio: generated assets now persisted to Vercel Blob for permanent URLs
- FixedFavicon: purple brain SVG, Safari-compatible ICO, cache-busted on every deploy
v1.4.0January 13, 2026
The Growth Release
- 1Public landing page, /pricing, and /blog — CortexaOS is now fully live on the web with SEO-optimized marketing pages.
- 2Annual billing option launched — save 15% by switching to yearly, manageable directly from the Billing settings.
- 3API Keys for integrations — generate and manage API keys from your dashboard to connect CortexaOS to your own tools.
- NewPublic landing page with hero, features, testimonials, and pricing sections
- New/pricing page with monthly/annual toggle and plan comparison table
- New/blog with three long-form articles on AI executive strategy
- NewAnnual billing option (15% savings) on all paid plans
- NewAPI Keys page — generate, name, and revoke keys from /dashboard/api-keys
- NewChangelog page (/changelog) — public release history with timeline UI
- NewHelp & FAQ page at /help with searchable accordion-style content
- NewOpenGraph image generation for social sharing previews
- ImprovedNavigation updated with Changelog and Blog links across desktop and mobile
- ImprovedFooter links reorganized into Product, Company, and Legal sections
- ImprovedPricing section now shared between landing page and /pricing — single source of truth
- FixedMobile nav menu no longer overlaps fixed header on scroll
v1.3.0December 23, 2025
The Admin Overhaul
- 1Impersonate any user from the Admin panel — debug issues by viewing the app exactly as a customer does.
- 2Feature flags system — roll out new capabilities to specific users or teams before going wide.
- 3Admin broadcast announcements — send system-wide messages that appear as notifications for all users.
- NewAdmin: Impersonate user — log in as any account for debugging and support
- NewAdmin: Feature flags manager with per-team and per-user targeting
- NewAdmin: Broadcast announcements — push notifications to all active users
- NewAdmin: Audit log with full event history (logins, AI executions, settings changes)
- ImprovedAdmin overview page now shows active user count, team count, and revenue stats
- ImprovedNotification bell improved — broadcasts appear as pinned top notification
- ImprovedImpersonation banner persists across all dashboard pages during an active session
- FixedAdmin users list now correctly paginates beyond 50 records
v1.2.0December 2, 2025
The CRM Power-Up
- 1AI contact enrichment — for any CRM contact, generate pain points, conversation starters, and deal risks with one click.
- 2Deal AI Coach — get real-time coaching on any open deal: objection handling, next steps, and competitive positioning.
- 3CSV import — bulk-import contacts and companies from any spreadsheet or CRM export.
- NewCRM: AI Enrichment panel on contact detail pages — pain points, openers, and risk flags
- NewCRM: Deal AI Coach on pipeline cards — deal-specific objection responses and close strategies
- NewCRM: CSV import for contacts and companies with column mapping UI
- ImprovedPipeline board now supports drag-and-drop stage transitions
- ImprovedContact detail page redesigned with activity timeline and linked company panel
- FixedPipeline deal totals now update immediately on stage change without page reload
v1.1.0November 11, 2025
The Reliability Release
- 1Critical auth bug patched — a missing tenant check on 22 API routes was exposing cross-tenant data. All routes now enforce tenant isolation.
- 2Redis rate limiter with automatic in-memory fallback — the app no longer errors if Redis is unreachable.
- 3Company Brain save fixed — large brain documents (>16KB) were silently truncating on save.
- FixedCritical: enforced tenant ID check across all 22 authenticated API routes
- FixedCompany Brain: large documents no longer truncate silently on save
- FixedInvitation email delivery restored — SMTP config was failing for non-Gmail senders
- ImprovedRate limiter now falls back to in-memory counter if Upstash Redis is unavailable
- ImprovedJWT session refresh now correctly extends expiry on every GET request
v1.0.0October 21, 2025
Launch
- 1Cortexa CEO with 4-phase streaming UX — Present, Deliberate, Synthesize, Recommend
- 249+ AI specialists covering every business function: CFO, CMO, COO, Legal, HR, Sales, and 43 more, each with deep domain prompts.
- 3CRM + Pipeline — contacts, companies, and deal pipeline management built into the core platform.
- NewCortexa CEO chat with 4-phase streaming boardroom experience
- New49+ AI specialists, each with expert-level system prompts and frameworks
- NewCRM module: contacts, companies, pipeline, and call notes
- NewCompany Brain — persistent business context shared across all AI specialists
- NewStripe billing integration with free trial, Starter, and Pro plans
- NewMulti-tenant architecture with JWT auth and team-scoped data isolation
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