Product Updates

What's New

Track the latest features, improvements, and bug fixes to the Whizo AI platform. We're constantly building to make agency management smarter.

Major Release

May 23, 20261.33

Chatbots & Embeddable Chat Widget

Launch a live chat widget on any website in minutes. Captures leads automatically, routes them into your CRM, and gives you a full chatbot management hub inside Whizo.

Embeddable Chat Widget — Add a branded live chat widget to any website with a single script tag. Fully customizable colors, welcome message, and avatar — no-code deployment.

Automatic Lead Capture to CRM — Visitors who chat are captured as leads and routed directly into your workspace CRM pipeline as opportunities — zero manual work.

Chatbots Hub — New dedicated Chatbots section with sidebar navigation across Conversations, Customize, and Settings tabs for full control over each bot.

Chatbot Conversations Inbox — View and reply to all widget conversations in one place. Real-time updates, read/unread tracking, and full message history per visitor.

Opt-In Activation per Workspace — Each chatbot must be explicitly enabled before going live — prevents accidental public deployments during setup.

Major Release

May 18, 20261.32

Contact Management — Lead Types, Multi-Phone & Merge

A complete overhaul of how contacts are stored and organised. Leads are now typed as Companies or People, can have multiple phone numbers, link to each other with relationships, and duplicates can be merged cleanly.

Lead Types — Company & Person — Every lead is now classified as a Company or a Person. Company leads hold business-level data; Person leads hold individual contact details and can be linked to a parent company.

Multiple Phone Numbers per Lead — Store as many phone numbers as needed per contact. Each number carries a label (Mobile, Work, Direct, etc.) and one is set as the primary for calls and SMS.

Company–Person Relations — Link people to their company and vice versa. Navigate between related records directly from the contact detail page.

Duplicate Contact Merge — Merge two or more duplicate leads into a single record. All associated conversations, notes, and pipeline stages are preserved under the winning contact.

Contacts as Standalone Navigation Section — Contacts has moved out of Lead Finder into its own top-level nav section for faster access from anywhere in the app.

Enriched Contact Profiles — Contact detail page now shows social links, tags, and pipeline stage alongside communication history — everything about a lead in one view.

Major Release

May 10, 20261.31

Voice Calls & SMS — Full Twilio Integration

Make and receive phone calls directly inside Whizo with a global dialer, handle inbound SMS in the Conversations inbox, and get full call logs with recordings and voicemail — all without leaving the platform.

Global Phone Dialer — A persistent dialer in the app header lets you call any number outbound, view active call status, and manage microphone/speaker — no separate softphone needed.

Inbound & Outbound Call Handling — Receive incoming calls routed to the right team member based on phone number assignment. Accept, reject, or let calls roll to voicemail — all from the browser.

Call Logs in Conversation Thread — Every call (inbound and outbound) appears as a card inside the lead's conversation thread. Includes duration, recording playback, voicemail audio, and auto-transcription.

SMS Conversations — Send and receive SMS messages from your Twilio numbers in the Conversations inbox. Inbound texts auto-create leads if no match is found and trigger real-time notifications.

Phone Number Assignment & Ring Strategy — Assign each Twilio number to one or more team members. Set ring strategy (sequential, simultaneous) per number so calls always reach the right person.

One-Click Twilio Auto-Configuration — Connecting a Twilio account now auto-creates the TwiML App, configures all webhook URLs, and sets up voice/SMS routing with a single save — no manual Twilio console work.

Inbound SMS Notifications — New inbound SMS messages appear in the global notification bell and as browser toast notifications with a direct View link to the conversation.

May 2, 20261.30

Platform Improvements — Bulk Actions, New Platforms & Workspace Safety

A set of quality-of-life improvements across the platform: bulk operations now cover every major module, YouTube and X.com are available as content platforms, workspace deletion now has a safety window, and task management got a nudge workflow.

Bulk Actions Across All Modules — Threshold-based bulk delete for contacts, content bank items, CRM leads, and media library. Calendar bulk approve, reject, and delete are processed via job queue for large batches without timeouts.

YouTube & X.com Content Platforms — YouTube and X.com are now available as platform options in the Content Calendar and Content Bank for planning and tracking content across more channels.

Deferred Workspace Deletion — Deleting a workspace now enters a 24-hour grace period before permanent removal. The workspace is locked during this window and can be restored if deleted by mistake.

Task Nudge Button & Activity Timeline — Send a one-click nudge to the assignee on any overdue task. The task detail dialog also now shows a full activity timeline — status changes, comments, assignments.

Media Library Share Links — Generate a shareable link for any file in your media library to send to clients or collaborators without giving them access to the full platform.

All-Workspaces Access Flag — Grant a team member permanent access to all client workspaces without needing to add them workspace by workspace. Managed from the team member detail page.

Major Release

April 28, 20261.29

Conversations Inbox + Email Workflow Upgrade

Lead Finder Conversations is now fully live with a modern inbox, threaded email experience, rich compose, and improved email service controls.

Lead Finder Conversations Inbox — Enabled the new Conversations hub with list + thread layout, unread handling, starring, and cleaner navigation from Lead Finder.

Threaded Email Experience — Email cards now support inline expand/collapse, full-view modal, message details, forward email, and forward full thread actions.

Rich Compose (Inline + Modal) — Added Gmail-style compose controls with formatting, links, attachments, and full compose modal support for replies and forwards.

Provider-Aware Email Settings — Upgraded email service settings and API wiring for platform, Gmail, and custom SMTP flows to support more reliable agency email operations.

Conversation UI/UX Polish — Improved alignment, spacing, card hierarchy, responsive behavior, and removed unstable compose interactions for a smoother inbox workflow.

Major Release

April 24, 20261.28

Lead Finder UX Refresh: AI Prospecting + Contacts

Lead Finder now uses a cleaner, unified prospecting flow with one create button, compact usage indicator, list-first tabs, and a dedicated contacts hub.

Unified AI Prospecting Create Flow — Create Audit and Create Pitch now sit under one action menu, each opening a modal flow instead of fragmenting creation across tabs.

List-First Pitch Tab — The AI Pitch tab now focuses on recent generated pitch shares with open, copy, and delete actions, while creation happens from the primary create menu.

Lead Finder Contacts Hub — Added a contacts-first view for managing leads from scraped, manual, imported, and audit-linked sources in one place.

Cleaner Header Actions — AI Prospecting header now keeps usage visible with a compact indicator (for example 5 / 5,000) and aligns actions for faster access.

Navigation & Naming Consistency — Updated navigation labels and pricing copy to use AI Prospecting consistently across Lead Finder workflows and limits.

Major Release

April 17, 20261.27

Lead Finder Revenue Protection & Usage Limits

Hard monthly limits on all lead finder actions to prevent API cost runaway. Every tier now has transparent, generous caps for scrapes, enrichments, verifications, exports, and AI pitches.

Usage Limits for All Lead Finder Actions — Monthly hard caps on scrape tasks, enrichments, email verifications, CSV exports, and AI pitch generation. Limits are enforced before each action — no silent overages.

Usage Dashboard with Progress Bars — Real-time usage bars for all 5 categories (scrapes, enrichments, verifications, exports, AI pitches) with color-coded warnings at 70% and 90% consumption.

Email Classification Badges — Every lead email now shows Valid, Invalid, Risky, or Unverified status based on Reoon verification results. Quick verify button on lead detail.

Shareable AI Pitch Links — Generated pitches can be shared via a unique URL with a premium dark-themed public page. View tracking, 30-day expiry, one-click copy.

Expanded Gap Detection Filters — Hot Opportunities page now filters by 9 gap signals (no website, no tracking, no funnel, no Instagram, no CRM, no ads, no landing page, no form, no booking) with color-coded badges.

Agency Data Isolation in Opportunities — Fixed a vulnerability where stage updates and deletes were not scoped to the agency — any authenticated user could mutate another agency's pipeline stages.

Credit Loss on Pitch Failure — Pitch generation now uses atomic flow — if AI generation fails, credits are not deducted and no orphan records are created.

Major Release

April 3, 20261.26

KPI Performance, Goals & Export System

Complete employee performance tracking with customizable KPIs, goals & OKRs, visual analytics, and multi-format data export.

Unified KPIs & Performance Dashboard — Single unified page with Team Performance and My Performance tabs. Managers see direct reports only, admins see all team members. Click any employee to view their detailed performance report.

Goals & OKR Tracking — Set agency-level objectives with key results. Track progress with automatic status updates, comment threads for collaboration, and progress history over time.

Performance Data Export — Export performance data in multiple formats — CSV for spreadsheets, XLSX with styling, or PDF reports. Perfect for performance reviews and client reporting.

Visual Performance Charts — Linear-style minimalist charts including score trends, productivity gauges, task completion bars, hours heatmaps, and KPI progress indicators.

Permission-Based Access Control — Regular team members only see their own performance. Managers see their direct reports. Admins and owners see all team members.

Major Release

April 3, 20261.25

SOP System & Time Tracking

Document and execute standard operating procedures with a rich editor, plus clock-in/clock-out time tracking with automatic duration calculation.

Standard Operating Procedures Library — Create reusable SOP definitions that can be run multiple times. Rich editor with drag-and-drop step reordering, video embedding, and image uploads.

SOP Categories & Organization — Organize procedures by department — Onboarding, Content, Client Management, and more. Filter by category and status (Draft, Published, Archived).

Interactive SOP Execution — Run SOPs as interactive checklists with progress tracking. Mark steps complete, add notes, and track completion status across team members.

Clock-in/Clock-out Time Tracking — Header widget with live elapsed timer that persists across page refreshes. One active session per user with PostgreSQL-generated duration calculation.

Time Tracking History — Full time tracking page with timeline view, weekly heatmap, and team view for managers. Manually edit entries to correct mistakes.

KPI Settings Management — Full CRUD interface for agency-level KPI definitions at /team-performance/kpi-settings. Set targets, types, frequencies, and applicable roles.

Major Release

March 22, 20261.24

AI Credit System & Multi-Provider Support

A complete overhaul of how AI usage is tracked and billed. Credits replace raw token counts for a fairer, model-agnostic system. Claude (Anthropic) and Gemini are now fully wired up as providers. Add-ons let you expand any resource without upgrading your plan.

Normalized AI Credits — AI usage is now measured in credits — a model-agnostic unit. 1 credit = 1,000 tokens at the GLM 4.7 baseline. Premium models (Claude Sonnet, GPT-5) consume more credits per request, reflecting their actual cost. Plan limits: Starter 10K, Pro 50K, Enterprise 200K credits/month.

Claude (Anthropic) Provider — Claude Haiku 4.5, Claude Sonnet 4.6, and Claude Opus 4.6 are now fully supported as AI agent models. Full streaming, tool call support, and credit accounting included.

Add-Ons — Expand Without Upgrading — Purchase extra resources a la carte: workspaces ($10–$19/mo), AI credits ($5/1,000), storage ($0.50/GB), social accounts ($5/mo), AI agent slots ($3/mo), and post packs ($2/100 posts). Manage and cancel from the new Add-Ons dashboard page.

Credit Usage in Chat Header — The AI chat interface now shows your current credit usage inline in the header. A warning banner appears when you've used more than 80% of your monthly credits, with a direct link to upgrade.

Model Badge in Chat — Each AI chat conversation now shows the model being used (e.g. GLM 4.7, Claude Sonnet 4.6) as a badge next to the agent name.

Accurate Limit Errors — When you hit a subscription limit (credits, workspaces, etc.), the UI now shows a specific message explaining exactly what limit was hit and how to resolve it, instead of a generic error.

Major Release

March 20, 20261.23

Workspace CRM & Facebook Lead Ads

Each client workspace now has its own CRM with a kanban pipeline, contacts management, custom fields, and automatic lead capture from Facebook Instant Forms.

Workspace CRM — A full CRM for each client workspace — create pipelines, stages, and leads. Drag-and-drop kanban board, list view, and a contacts tab to manage all leads in one place.

Facebook Instant Forms Lead Sync — Connect Facebook Lead Ads instant forms directly to your workspace CRM. Map form fields to CRM fields, fetch existing leads on connect, and auto-sync new leads every 15 minutes.

Contacts Tab — Permanent contacts store with search, status filtering (active, won, lost, archived), bulk select, and options to archive, reactivate, or permanently delete leads.

Custom Fields — Add workspace-specific custom fields (text, number, date, select) to capture any data unique to your client's pipeline.

Pipeline Management — Create multiple pipelines per workspace, rename or delete them. Deleting a pipeline safely archives all its leads to the Contacts tab.

Major Release

March 18, 20261.22

MCP Connections — Connect Claude, Cursor & More

Whizo AI now supports the Model Context Protocol (MCP), letting you connect Claude Code, Claude Desktop, Cursor, and any MCP-compatible client directly to your agency workspace with 32 tools available.

MCP Server with 32 Tools — Connect any MCP-compatible AI client to your Whizo agency. Access tasks, calendar, knowledge base, influencers, team members, campaigns, media library, and more — all from your AI client.

OAuth 2.0 Authentication for Claude Code — Claude Code users can authenticate via browser OAuth — no API keys to copy or manage. A single command connects your client securely.

API Key Authentication for All Clients — Generate scoped API keys to connect Claude Desktop, Cursor, Windsurf, VS Code, and any other MCP-compatible client. Keys are stored AES-256-GCM encrypted and visible in your dashboard.

MCP Connections Dashboard — New MCP page with ready-to-copy config snippets for every major AI client, OAuth vs API Key toggle, and full API key management with granular permission scopes.

Major Release

March 18, 20261.21

AI Chat Redesign & New Tools

Completely redesigned AI chat with real-time streaming, tool approvals, and new influencer management capabilities.

Real-Time AI Chat Streaming — See AI responses appear in real-time with live progress indicators for tool execution.

Tool Approval System — Approve or decline tool requests before AI executes sensitive actions like creating influencers or sending emails.

Influencer & Collaboration Tools — AI can now create, update, search, and manage influencers and collaborations directly from chat.

Real-Time Tool Visibility — See all tools being called in real-time, including intermediate steps.

Major Release

March 15, 20261.20

Free AI Tools & Faster AI Agents

New free AI-powered tools for everyone and significantly faster AI responses.

8 Free AI Tools — Caption generator, hashtag finder, bio generator, content ideas, emoji picker, engagement calculator, best time to post, and prompt generator - all free without signup.

Contact Support — Easy way to reach our support team directly from the website.

Lightning Fast AI — AI chat now responds up to 5x faster. Get instant answers from your AI assistant.

Better Task Management — Notion-style multi-select with keyboard shortcuts and visual box selection.

Improved Dark Mode — Better contrast and visibility across the entire platform.

Marketing Email Preferences — Control which marketing emails you receive in your profile settings.

Major Release

March 3, 20261.19

Employee Management & Smart Notifications

Track your team's performance with employee dashboards and stay updated with smart notifications.

Employee Management — Add employees, assign managers, and track performance with detailed dashboards.

Smart Notifications — Get notified about tasks, mentions, and activities via email and in-app.

Major Release

March 2, 20261.18

Client Requests & Content Bank

Let clients submit requests directly and save reusable content templates.

Client Request Portal — Clients can submit content requests, track revisions, and receive deliverables.

Content Library — View all your content including videos and carousels with performance data.

Content Bank — Save and reuse content templates across campaigns for faster creation.

Major Release

March 1, 20261.17

Launchpad

Get started faster with intelligent quick actions and guided onboarding.

Quick Actions — One-click access to common tasks with AI-powered suggestions.

Guided Onboarding — Step-by-step workspace setup to get you started quickly.

February 28, 20261.16

Knowledge Base

Organize and share knowledge across your agency.

Knowledge Base — Create, organize, and share documentation with your team.

AI-Powered Search — Find anything in your knowledge base with intelligent search.

February 27, 20261.15

WhatsApp Live Monitoring

Monitor WhatsApp conversations in real-time.

WhatsApp Live Logs — Real-time monitoring of WhatsApp conversations with connection status.

Top Performing Posts — See your best content with Instagram-style insights dashboard.

February 26, 20261.14

Reporting Dashboard

Generate beautiful reports for your clients.

Report Builder — Create custom reports with drag-and-drop widgets.

Scheduled Reports — Auto-send reports to clients on your schedule.

White-Label Reports — Brand reports with your logo and colors.

Major Release

February 25, 20261.13

Influencer CRM

Manage influencer relationships and collaborations.

Influencer Database — Store influencer profiles, rates, and collaboration history.

Campaign Tracking — Track influencer campaigns and deliverables.

February 24, 20261.12

Campaign Management

Plan and execute marketing campaigns across channels.

Campaign Builder — Create campaigns with goals, timelines, and deliverables.

Campaign Analytics — Track campaign performance in real-time.

February 23, 20261.11

WhatsApp Integration

Connect WhatsApp for client communication.

WhatsApp Connect — Connect multiple WhatsApp numbers for different clients.

Message Templates — Create reusable message templates for quick responses.

Auto-Replies — Set up automated responses for common queries.

February 22, 20261.10

Custom AI Agents

Create specialized AI agents for different tasks.

Agent Builder — Build custom AI agents with specific tools and knowledge.

Agent Categories — Organize agents by category for easy access.

MCP Server Integration — Connect external tools via Model Context Protocol for extended capabilities.

February 21, 20261.9

AI Content Generator

Get help with content creation using AI.

AI Content Generator — Generate posts, captions, and content ideas with AI.

AI Chat Assistant — Chat with AI for help with tasks and questions.

Brand Voice Training — Train AI on your brand's tone and style.

Major Release

February 20, 20261.8

Analytics & Daily Digest

Track performance and get daily summaries delivered.

Unified Analytics — View analytics from all social platforms in one dashboard.

AI Insights — Get actionable insights from your data with AI.

Daily Digest — Receive daily email summaries of your agency's activities.

Best Time to Post — Know when your audience is most active.

Major Release

February 19, 20261.7

Content Suite

Create content and get approvals before publishing.

Content Composer — Create posts with images, videos, and carousels.

Multi-Platform Support — Prepare content for Instagram, Facebook, and more.

Content Approvals — Get client approval before publishing content.

Media Preview — Preview how content will look on each platform.

February 18, 20261.6

Media Library & Integrations

Organize media and connect your favorite tools.

Media Library — Upload images, videos, and files with drag-and-drop.

Folder Organization — Organize media into folders by client or campaign.

Google Drive Integration — Connect Google Drive for seamless file management.

February 17, 20261.5

Social Account Connections

Connect your clients' social media accounts.

Instagram Connect — Connect Instagram Business and Creator accounts.

Facebook Connect — Connect Facebook pages for content management.

Auto Sync — Automatically sync insights and performance data.

February 16, 20261.4

Content Calendar

Plan and visualize your content schedule.

Calendar View — See all content in a beautiful calendar view.

Spreadsheet View — View calendar as a spreadsheet for detailed planning.

Drag & Drop Planning — Easily plan content by dragging and dropping.

February 15, 20261.3

Task Management

Assign and track tasks across your team.

Task Board — Kanban-style board to manage tasks with drag-and-drop.

Task Assignments — Assign tasks to team members with due dates and priorities.

Tags System — Organize tasks and content with custom tags.

Major Release

February 14, 20261.2

Client Management & White-Label

Manage clients and brand the platform as your own.

Client Profiles — Create client profiles with branding and preferences.

Client Portal — Dedicated portal for clients to view progress and approve content.

White-Label Branding — Custom logo, colors, and domain for your agency.

Password Vault — Securely share client credentials with your team.

February 13, 20261.1

Team & Collaboration

Add team members and collaborate on work.

Team Members — Invite team members to your agency with role-based access.

Roles & Permissions — Control what each team member can access and do.

Activity Log — Track all activities across your agency for accountability.

Major Release

February 12, 20261.0

Welcome to Whizo.ai

The complete agency management platform is here.

Agency Dashboard — Overview of all your clients and activities in one place.

Secure Authentication — Secure login with two-factor authentication.

Multi-Workspace — Manage multiple client workspaces from one account.

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Product Updates

What's New

Track the latest features, improvements, and bug fixes to the Whizo AI platform. We're constantly building to make agency management smarter.

Major Release

May 23, 20261.33

Chatbots & Embeddable Chat Widget

Launch a live chat widget on any website in minutes. Captures leads automatically, routes them into your CRM, and gives you a full chatbot management hub inside Whizo.

Embeddable Chat Widget — Add a branded live chat widget to any website with a single script tag. Fully customizable colors, welcome message, and avatar — no-code deployment.

Automatic Lead Capture to CRM — Visitors who chat are captured as leads and routed directly into your workspace CRM pipeline as opportunities — zero manual work.

Chatbots Hub — New dedicated Chatbots section with sidebar navigation across Conversations, Customize, and Settings tabs for full control over each bot.

Chatbot Conversations Inbox — View and reply to all widget conversations in one place. Real-time updates, read/unread tracking, and full message history per visitor.

Opt-In Activation per Workspace — Each chatbot must be explicitly enabled before going live — prevents accidental public deployments during setup.

Major Release

May 18, 20261.32

Contact Management — Lead Types, Multi-Phone & Merge

Multiple Phone Numbers per Lead — Store as many phone numbers as needed per contact. Each number carries a label (Mobile, Work, Direct, etc.) and one is set as the primary for calls and SMS.

Company–Person Relations — Link people to their company and vice versa. Navigate between related records directly from the contact detail page.

Duplicate Contact Merge — Merge two or more duplicate leads into a single record. All associated conversations, notes, and pipeline stages are preserved under the winning contact.

Contacts as Standalone Navigation Section — Contacts has moved out of Lead Finder into its own top-level nav section for faster access from anywhere in the app.

Enriched Contact Profiles — Contact detail page now shows social links, tags, and pipeline stage alongside communication history — everything about a lead in one view.

Major Release

May 10, 20261.31

Voice Calls & SMS — Full Twilio Integration

Global Phone Dialer — A persistent dialer in the app header lets you call any number outbound, view active call status, and manage microphone/speaker — no separate softphone needed.

Inbound & Outbound Call Handling — Receive incoming calls routed to the right team member based on phone number assignment. Accept, reject, or let calls roll to voicemail — all from the browser.

SMS Conversations — Send and receive SMS messages from your Twilio numbers in the Conversations inbox. Inbound texts auto-create leads if no match is found and trigger real-time notifications.

Phone Number Assignment & Ring Strategy — Assign each Twilio number to one or more team members. Set ring strategy (sequential, simultaneous) per number so calls always reach the right person.

Inbound SMS Notifications — New inbound SMS messages appear in the global notification bell and as browser toast notifications with a direct View link to the conversation.

May 2, 20261.30

Platform Improvements — Bulk Actions, New Platforms & Workspace Safety

YouTube & X.com Content Platforms — YouTube and X.com are now available as platform options in the Content Calendar and Content Bank for planning and tracking content across more channels.

Deferred Workspace Deletion — Deleting a workspace now enters a 24-hour grace period before permanent removal. The workspace is locked during this window and can be restored if deleted by mistake.

Media Library Share Links — Generate a shareable link for any file in your media library to send to clients or collaborators without giving them access to the full platform.

All-Workspaces Access Flag — Grant a team member permanent access to all client workspaces without needing to add them workspace by workspace. Managed from the team member detail page.

Major Release

April 28, 20261.29

Conversations Inbox + Email Workflow Upgrade

Lead Finder Conversations is now fully live with a modern inbox, threaded email experience, rich compose, and improved email service controls.

Lead Finder Conversations Inbox — Enabled the new Conversations hub with list + thread layout, unread handling, starring, and cleaner navigation from Lead Finder.

Threaded Email Experience — Email cards now support inline expand/collapse, full-view modal, message details, forward email, and forward full thread actions.

Rich Compose (Inline + Modal) — Added Gmail-style compose controls with formatting, links, attachments, and full compose modal support for replies and forwards.

Provider-Aware Email Settings — Upgraded email service settings and API wiring for platform, Gmail, and custom SMTP flows to support more reliable agency email operations.

Conversation UI/UX Polish — Improved alignment, spacing, card hierarchy, responsive behavior, and removed unstable compose interactions for a smoother inbox workflow.

Major Release

April 24, 20261.28

Lead Finder UX Refresh: AI Prospecting + Contacts

Lead Finder now uses a cleaner, unified prospecting flow with one create button, compact usage indicator, list-first tabs, and a dedicated contacts hub.

Unified AI Prospecting Create Flow — Create Audit and Create Pitch now sit under one action menu, each opening a modal flow instead of fragmenting creation across tabs.

List-First Pitch Tab — The AI Pitch tab now focuses on recent generated pitch shares with open, copy, and delete actions, while creation happens from the primary create menu.

Lead Finder Contacts Hub — Added a contacts-first view for managing leads from scraped, manual, imported, and audit-linked sources in one place.

Cleaner Header Actions — AI Prospecting header now keeps usage visible with a compact indicator (for example 5 / 5,000) and aligns actions for faster access.

Navigation & Naming Consistency — Updated navigation labels and pricing copy to use AI Prospecting consistently across Lead Finder workflows and limits.

Major Release

April 17, 20261.27

Lead Finder Revenue Protection & Usage Limits

Hard monthly limits on all lead finder actions to prevent API cost runaway. Every tier now has transparent, generous caps for scrapes, enrichments, verifications, exports, and AI pitches.

Usage Dashboard with Progress Bars — Real-time usage bars for all 5 categories (scrapes, enrichments, verifications, exports, AI pitches) with color-coded warnings at 70% and 90% consumption.

Email Classification Badges — Every lead email now shows Valid, Invalid, Risky, or Unverified status based on Reoon verification results. Quick verify button on lead detail.

Shareable AI Pitch Links — Generated pitches can be shared via a unique URL with a premium dark-themed public page. View tracking, 30-day expiry, one-click copy.

Credit Loss on Pitch Failure — Pitch generation now uses atomic flow — if AI generation fails, credits are not deducted and no orphan records are created.

Major Release

April 3, 20261.26

KPI Performance, Goals & Export System

Complete employee performance tracking with customizable KPIs, goals & OKRs, visual analytics, and multi-format data export.

Goals & OKR Tracking — Set agency-level objectives with key results. Track progress with automatic status updates, comment threads for collaboration, and progress history over time.

Performance Data Export — Export performance data in multiple formats — CSV for spreadsheets, XLSX with styling, or PDF reports. Perfect for performance reviews and client reporting.

Visual Performance Charts — Linear-style minimalist charts including score trends, productivity gauges, task completion bars, hours heatmaps, and KPI progress indicators.

Permission-Based Access Control — Regular team members only see their own performance. Managers see their direct reports. Admins and owners see all team members.

Major Release

April 3, 20261.25

SOP System & Time Tracking

Document and execute standard operating procedures with a rich editor, plus clock-in/clock-out time tracking with automatic duration calculation.

Standard Operating Procedures Library — Create reusable SOP definitions that can be run multiple times. Rich editor with drag-and-drop step reordering, video embedding, and image uploads.

SOP Categories & Organization — Organize procedures by department — Onboarding, Content, Client Management, and more. Filter by category and status (Draft, Published, Archived).

Interactive SOP Execution — Run SOPs as interactive checklists with progress tracking. Mark steps complete, add notes, and track completion status across team members.

Clock-in/Clock-out Time Tracking — Header widget with live elapsed timer that persists across page refreshes. One active session per user with PostgreSQL-generated duration calculation.

Time Tracking History — Full time tracking page with timeline view, weekly heatmap, and team view for managers. Manually edit entries to correct mistakes.

KPI Settings Management — Full CRUD interface for agency-level KPI definitions at /team-performance/kpi-settings. Set targets, types, frequencies, and applicable roles.

Major Release

March 22, 20261.24

AI Credit System & Multi-Provider Support

Claude (Anthropic) Provider — Claude Haiku 4.5, Claude Sonnet 4.6, and Claude Opus 4.6 are now fully supported as AI agent models. Full streaming, tool call support, and credit accounting included.

Model Badge in Chat — Each AI chat conversation now shows the model being used (e.g. GLM 4.7, Claude Sonnet 4.6) as a badge next to the agent name.

Major Release

March 20, 20261.23

Workspace CRM & Facebook Lead Ads

Each client workspace now has its own CRM with a kanban pipeline, contacts management, custom fields, and automatic lead capture from Facebook Instant Forms.

Workspace CRM — A full CRM for each client workspace — create pipelines, stages, and leads. Drag-and-drop kanban board, list view, and a contacts tab to manage all leads in one place.

Contacts Tab — Permanent contacts store with search, status filtering (active, won, lost, archived), bulk select, and options to archive, reactivate, or permanently delete leads.

Custom Fields — Add workspace-specific custom fields (text, number, date, select) to capture any data unique to your client's pipeline.

Pipeline Management — Create multiple pipelines per workspace, rename or delete them. Deleting a pipeline safely archives all its leads to the Contacts tab.

Major Release

March 18, 20261.22

MCP Connections — Connect Claude, Cursor & More

OAuth 2.0 Authentication for Claude Code — Claude Code users can authenticate via browser OAuth — no API keys to copy or manage. A single command connects your client securely.

MCP Connections Dashboard — New MCP page with ready-to-copy config snippets for every major AI client, OAuth vs API Key toggle, and full API key management with granular permission scopes.

Major Release

March 18, 20261.21

AI Chat Redesign & New Tools

Completely redesigned AI chat with real-time streaming, tool approvals, and new influencer management capabilities.

Real-Time AI Chat Streaming — See AI responses appear in real-time with live progress indicators for tool execution.

Tool Approval System — Approve or decline tool requests before AI executes sensitive actions like creating influencers or sending emails.

Influencer & Collaboration Tools — AI can now create, update, search, and manage influencers and collaborations directly from chat.

Real-Time Tool Visibility — See all tools being called in real-time, including intermediate steps.

Major Release

March 15, 20261.20

Free AI Tools & Faster AI Agents

New free AI-powered tools for everyone and significantly faster AI responses.

8 Free AI Tools — Caption generator, hashtag finder, bio generator, content ideas, emoji picker, engagement calculator, best time to post, and prompt generator - all free without signup.

Contact Support — Easy way to reach our support team directly from the website.

Lightning Fast AI — AI chat now responds up to 5x faster. Get instant answers from your AI assistant.

Better Task Management — Notion-style multi-select with keyboard shortcuts and visual box selection.

Improved Dark Mode — Better contrast and visibility across the entire platform.

Marketing Email Preferences — Control which marketing emails you receive in your profile settings.

Major Release

March 3, 20261.19

Employee Management & Smart Notifications

Track your team's performance with employee dashboards and stay updated with smart notifications.

Employee Management — Add employees, assign managers, and track performance with detailed dashboards.

Smart Notifications — Get notified about tasks, mentions, and activities via email and in-app.

Major Release

March 2, 20261.18

Client Requests & Content Bank

Let clients submit requests directly and save reusable content templates.

Client Request Portal — Clients can submit content requests, track revisions, and receive deliverables.

Content Library — View all your content including videos and carousels with performance data.

Content Bank — Save and reuse content templates across campaigns for faster creation.

Major Release

March 1, 20261.17

Launchpad

Get started faster with intelligent quick actions and guided onboarding.

Quick Actions — One-click access to common tasks with AI-powered suggestions.

Guided Onboarding — Step-by-step workspace setup to get you started quickly.

February 28, 20261.16

Knowledge Base

Organize and share knowledge across your agency.

Knowledge Base — Create, organize, and share documentation with your team.

AI-Powered Search — Find anything in your knowledge base with intelligent search.

February 27, 20261.15

WhatsApp Live Monitoring

Monitor WhatsApp conversations in real-time.

WhatsApp Live Logs — Real-time monitoring of WhatsApp conversations with connection status.

Top Performing Posts — See your best content with Instagram-style insights dashboard.

February 26, 20261.14

Reporting Dashboard

Generate beautiful reports for your clients.

Report Builder — Create custom reports with drag-and-drop widgets.

Scheduled Reports — Auto-send reports to clients on your schedule.

White-Label Reports — Brand reports with your logo and colors.

Major Release

February 25, 20261.13

Influencer CRM

Manage influencer relationships and collaborations.

Influencer Database — Store influencer profiles, rates, and collaboration history.

Campaign Tracking — Track influencer campaigns and deliverables.

February 24, 20261.12

Campaign Management

Plan and execute marketing campaigns across channels.

Campaign Builder — Create campaigns with goals, timelines, and deliverables.

Campaign Analytics — Track campaign performance in real-time.

February 23, 20261.11

WhatsApp Integration

Connect WhatsApp for client communication.

WhatsApp Connect — Connect multiple WhatsApp numbers for different clients.

Message Templates — Create reusable message templates for quick responses.

Auto-Replies — Set up automated responses for common queries.

February 22, 20261.10

Custom AI Agents

Create specialized AI agents for different tasks.

Agent Builder — Build custom AI agents with specific tools and knowledge.

Agent Categories — Organize agents by category for easy access.

MCP Server Integration — Connect external tools via Model Context Protocol for extended capabilities.

February 21, 20261.9

AI Content Generator

Get help with content creation using AI.

AI Content Generator — Generate posts, captions, and content ideas with AI.

AI Chat Assistant — Chat with AI for help with tasks and questions.

Brand Voice Training — Train AI on your brand's tone and style.

Major Release

February 20, 20261.8

Analytics & Daily Digest

Track performance and get daily summaries delivered.

Unified Analytics — View analytics from all social platforms in one dashboard.

AI Insights — Get actionable insights from your data with AI.

Daily Digest — Receive daily email summaries of your agency's activities.

Best Time to Post — Know when your audience is most active.

Major Release

February 19, 20261.7

Content Suite

Create content and get approvals before publishing.

Content Composer — Create posts with images, videos, and carousels.

Multi-Platform Support — Prepare content for Instagram, Facebook, and more.

Content Approvals — Get client approval before publishing content.

Media Preview — Preview how content will look on each platform.

February 18, 20261.6

Media Library & Integrations

Organize media and connect your favorite tools.

Media Library — Upload images, videos, and files with drag-and-drop.

Folder Organization — Organize media into folders by client or campaign.

Google Drive Integration — Connect Google Drive for seamless file management.

February 17, 20261.5

Social Account Connections

Connect your clients' social media accounts.

Instagram Connect — Connect Instagram Business and Creator accounts.

Facebook Connect — Connect Facebook pages for content management.

Auto Sync — Automatically sync insights and performance data.

February 16, 20261.4

Content Calendar

Plan and visualize your content schedule.

Calendar View — See all content in a beautiful calendar view.

Spreadsheet View — View calendar as a spreadsheet for detailed planning.

Drag & Drop Planning — Easily plan content by dragging and dropping.

February 15, 20261.3

Task Management

Assign and track tasks across your team.

Task Board — Kanban-style board to manage tasks with drag-and-drop.

Task Assignments — Assign tasks to team members with due dates and priorities.

Tags System — Organize tasks and content with custom tags.

Major Release

February 14, 20261.2

Client Management & White-Label

Manage clients and brand the platform as your own.

Client Profiles — Create client profiles with branding and preferences.

Client Portal — Dedicated portal for clients to view progress and approve content.

White-Label Branding — Custom logo, colors, and domain for your agency.

Password Vault — Securely share client credentials with your team.

February 13, 20261.1

Team & Collaboration

Add team members and collaborate on work.

Team Members — Invite team members to your agency with role-based access.

Roles & Permissions — Control what each team member can access and do.

Activity Log — Track all activities across your agency for accountability.

Major Release

February 12, 20261.0

Welcome to Whizo.ai

The complete agency management platform is here.

Agency Dashboard — Overview of all your clients and activities in one place.

Secure Authentication — Secure login with two-factor authentication.

Multi-Workspace — Manage multiple client workspaces from one account.

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