changelog

feature updates

September 19, 2025

PRODUCT ROUNDUP: September 19, 2025

This release cements Clientell AI’s evolution into a robust, enterprise-grade Salesforce automation platform. From secure role-based team collaboration to mobile-first design and data visualization at scale, every update directly contributes to efficiency, autonomy, and growth at the enterprise level.

Key Highlights

  • Enterprise Workspace Management
    Complete multi-organization collaboration with role-based access control (Admin, Member, Viewer). This enables true team-based Salesforce automation while supporting workflows that save 1,800 hours per quarter.
  • Self-Service Billing & Subscriptions
    Tiered plans with ROI calculator and full Stripe integration allow seamless upgrades, cancellations, and usage tracking. This empowers teams to self-manage subscriptions, accelerating quote-to-cash cycles by 40%.
  • Platform-Wide Mobile Excellence
    Optimized fully for iOS and Android. Field sales and mobile-first users can now access the entire Clientell AI platform with no compromises.
  • Advanced Data Visualization
    A dynamic table renderer supports pagination, interactive filtering, and virtualization for massive Salesforce datasets. Teams can analyze thousands of records directly in chat without performance drops.
  • Salesforce OAuth Resolution Center
    A proactive in-app guidance system now simplifies resolving Connected App authorization challenges—reducing support requests and speeding up onboarding.
  • Production & Sandbox Support
    Enterprise teams can now connect both production and sandbox Salesforce environments in the same workspace. This ensures proper testing pipelines while keeping live data protected.

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July 10, 2025

PRODUCT ROUNDUP: July 10, 2025

This release delivers significant enhancements to workspace management, data processing capabilities, and security controls—enabling enterprise teams to manage larger Salesforce environments more efficiently while maintaining compliance standards.

Key Highlights:

  • 🏢 Easier Access to Organization Details
    • Easy access to organization details view
    • Detailed view of your organization information including organization ID, profile ID, and more
  • 🤝 Newsletter & Slack Help Support
    • Launched monthly newsletter to keep you informed about new features
    • Added "Join us in Slack" button in the Help section for instant community support
  • ⚡ Enterprise-Scale Data Processing
    • Salesforce Bulk API support handles 10x larger data volumes
    • Improved caching reduces API calls by up to 40%
  • 🔒 Enhanced Security Controls
    • Strengthened HTTPS detection for complex network environments
    • Improved CORS configuration for secure integrations
  • 📊 Formula Field Reliability
    • Fixed multiple calculation issues affecting data accuracy
    • Better handling of rollup summary fields for enterprise reporting

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PRODUCT ROUNDUP: June 25, 2025

This release delivers practical workflow improvements that reduce friction in daily Salesforce automation tasks while strengthening enterprise security standards.

Key Updates:

  • 📁 Direct File Paste in Chat
    • Paste files directly without upload steps
    • Saves time on document sharing during conversations
  • 🔒 Restricted File Upload Security
    • Only standard file types allowed. Eg: PDF, images, documents etc.
    • Meets enterprise compliance requirements
  • 🚀 Fixed All Scrolling Issues
    • Eliminated chat/navigation conflicts
    • Smoother user experience across platform
  • 🧠 Enhanced AI Prompt Suggestions
    • Smarter automation recommendations
    • Faster discovery of platform capabilities
  • 📊 Fixed JSON Data Rendering
    • Accurate business intelligence reports
    • Reliable structured data for analysis
  • ⚡ Optimized API Performance
    • Faster loading times
    • Reduced server errors and interruptions

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