- Company Profile Brand Research — Admins can now enter a company website and have the platform automatically extract logo, brand colors, and visual identity, then review and apply them to the platform theme in a single guided flow.
- Document AI from a URL — AI features across RFP Desk, Policy Hub, SOP Hub, Contracts, and Ask AI now accept a public URL as a source alongside file uploads, so users can point to existing web content instead of exporting and re-uploading.
- Wiki Bookmarks — Wiki pages are now part of the platform-wide bookmarks system, so pages saved in Wikis appear in the shared bookmarks list, sidebar, and mobile toggle alongside bookmarks from other apps.
Release Notes
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Recognition Approvals & Nominations API — Reviewers and integration partners can now approve, reject, and bulk-review recognition nominations programmatically via the REST API.
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COBRA Notification Controls — Benefits admins can now turn individual automated COBRA participant notices on or off, without affecting any other benefits email.
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Service Desk AI Reply Drafting — AI-generated reply drafts can now be enabled independently of AI intake triage, so agents get draft suggestions even when automated categorization is turned off.
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Milestone Gift Experiences — Anniversary and new-hire milestones now trigger a personalized gift landing page where employees can browse and redeem from a curated store collection, with personalizable items (such as engraving) captured at checkout.
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AI Notepad Transcription Policy — Admins can now set organization-wide capture policies for AI Notepad — enabling or disabling recording, requiring consent acknowledgments, configuring audio retention windows, and setting language defaults — with per-user preferences inheriting admin settings automatically.
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Context-Aware Contracts AI — Ask AI now reads the specific contract you are viewing, delivering instant answers about terms, obligations, redlines, and renewal deadlines without having to search your entire contract library first.
- Leader Rounds — New app for structured manager check-ins: customizable round templates, a stoplight issue ledger that tracks every item raised to closure, coverage reporting rolled up the reporting hierarchy, mobile voice capture, and industry-specific starter packs.
- COBRA Household Management — HR can now enroll an entire family in continuation coverage from a single qualifying event, with a full grid of people × plans × pricing shown before committing — no more submitting the same event once per person.
- Survey Archive — Surveys with responses can now be archived, preserving all results while removing the survey from active take lists — closing the gap where a completed survey could neither be deleted nor retired.
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Mango Spend Pre-Approvals — Employees can now request approval before spending; managers approve in one tap, and the trip or purchase collects its own expenses against the pre-approved budget.
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Contract Drafting from Intake — Teams that do not already hold a signed document can now answer a short questionnaire and receive a first draft, ready for editing and e-signature, without needing to start from an uploaded PDF.
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Visit Log Dashboard Widget — A new dashboard card surfaces the most recent agency visits with status, finding count, and a direct link to log a new visit, with overdue plans of correction surfaced at the top.
- Break Compliance Enforcement — Meal and rest break law requirements are now actively enforced at scheduling and punch time, with a new Break Compliance report and employee attestation flow for statutory and policy-based break rules.
- Visit Log Redesign — The regulatory visit register is rebuilt as a compliance tracking tool, adding a Deficiencies cross-site reporting lens, filter-aware stat cards, and a live import queue for batch-filed inspection reports.
- Jurisdiction-Scoped Leave Types — HR teams can now restrict leave types by jurisdiction so employees in each location only see the leave options available to them under local law.
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Loop: AI Improvement Decision Lifecycle — Admins can now record a formal decision (keep, adjust, expand, retire, or roll back) for every measured AI change, with a rationale attached and a recheck scheduled automatically for anything marked "keep."
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Knowledge Base Website Indexing — Add any public URL to the Knowledge Base and it is crawled, chunked, and embedded automatically; a link-discovery mode finds sub-pages in one step, and a bulk URL paste lets you import an entire list at once.
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Classifieds: Carpool & Rideshare Category — A new built-in category lets employees post or request shared commutes directly inside the company marketplace.
- CRM Deals Pipeline — Sales teams can now track deals from first contact through to proposal, with automatic stage progression when demo requests or RFP responses move forward.
- RFP Response Review & Approval — RFP responses now move through a formal review workflow — each section must be reviewed and signed off before a response can be approved and submitted.
- Smart Import: Recurring Schedules and Historical Mode — Data imports can now run on a recurring schedule and backdate records into history, making it practical to migrate years of existing data without disrupting live operations.
- RFP Desk Reference Library — Admins can now upload source documents to a reference library, and RFP responses automatically cite those documents when answering requirements.
- Job Board Rejection Email Templates — Businesses can create a library of customizable rejection email templates with merge fields, and recruiters can personalize each message before it sends.
- Contracts: AI Form Fill from Uploaded Document — Uploading a contract document now pre-fills the new-contract form — including counterparty, dates, and custom fields — with highlighted indicators showing which fields were extracted automatically.
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Corrective Action Detail Page — Assigned corrective actions now have a dedicated page showing the original finding in full — severity, photos, location, damage detail, and the inspector's notes — alongside a work order field and a completion photo upload.
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Manual QR Code Check-In — Event attendees who cannot scan a QR code can now enter the 6-character code displayed on the check-in screen to record their attendance manually.
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Duplicate Department Merge — Admins can now detect and merge duplicate organizational departments, with all references — goals, recruiting jobs, succession plans, budgets, and audience scopes — automatically repointed to the surviving record.
