Product Update - November 04, 2026

Policy Acknowledgment for New Hires Only — require only new employees to acknowledge an existing policy

When you publish a policy everyone has already worked under, asking the whole company to sign it again creates noise. A policy can now apply to everyone but ask only new hires to acknowledge it. Everyone in the audience can still read it and find it through Search and Ask AI. New hires are asked through their onboarding plan. The next Major or Legal change ends the hold on its own and asks everyone it applies to once. Compliance figures, rosters, reminders and handbooks count only the people who are actually being asked, so acknowledgment reports stay accurate.

Use case: An HR team moves its long-standing code of conduct into Policy Hub and asks only incoming employees to sign it during onboarding, while the next legal revision asks the whole workforce.

Available in: Policy Hub → Policy form → Acknowledgment → Who is asked to acknowledge now → Only new hires, until the next update

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Meeting Action Items Become Tasks — turn meeting action items into assigned tasks automatically

When AI Notepad finishes a meeting's notes, each action item owned by someone in the meeting becomes a task for that person in Tasks, due on the item's date. Each colleague also gets a direct chat message from the note's owner naming the task, so follow-ups reach people where they already work instead of staying in the notes. The task and the action item are linked, so ticking either one marks both done. Each item is sent once, and you can turn this off from the ⋯ menu on the AI Notepad list.

Use case: After a weekly operations meeting, each store manager finds their follow-ups in Tasks with a chat message from the meeting lead, and the lead sees every item ticked off in the meeting note.

Available in: AI Notepad → Meeting notes → Action items, with tasks in Tasks

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Call Recording Retention — automatically delete call recordings and transcripts after a set period

Admins can now choose how many days Live Assist keeps call recordings and verbatim transcripts. Each day, recordings and transcripts of calls that ended before that window are deleted, including copies saved on the related work order, inspection or incident. The AI summary is kept, and calls involving people under a legal hold are left alone. The call's page says when its recording was removed. Leaving the setting blank keeps everything, as before. This helps organizations meet their data retention and privacy policies without cleaning up by hand.

Use case: A field service company sets a 90-day retention period, so technicians' support-call recordings are deleted after three months while supervisors keep the AI summary of each call.

Available in: Live Assist → Settings → Access, notifications & retention → Delete call recordings and transcripts after (days)

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