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December 2024

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Client Contacts System

Manage multiple contacts per client with smart email routing. What’s new:
  • Add unlimited contacts per client (name, email, phone, job title)
  • Set different recipients for invoices vs proposals - send invoices to billing while proposals go to the CEO
  • Assign roles: Primary (TO), CC, or excluded from emails
  • Each contact can have their own social links (LinkedIn, Twitter, website)
How to use it: Open any client → Edit → Add Contact → Set their invoice and proposal roles
Ask Every Agent: “Add a contact John Smith to ACME Corp as the primary invoice recipient”

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Enhanced Client Enrichment

AI-powered enrichment now discovers more data from multiple sources. What’s new:
  • Discovers additional contacts at a company by scanning your Gmail (last 180 days) and Google Contacts
  • Pulls social profiles (LinkedIn, Twitter) automatically
  • Choose enrichment mode: “Fill Empty” (preserve your data) or “Overwrite” (update everything)
  • Auto-converts individual clients to business type when multiple contacts are found
How to use it: Open a client → Click Enrich Client → Choose your mode → Review and approve
Ask Every Agent: “Enrich ACME Corp and find additional contacts from my emails”

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Google Contacts Sync

See at a glance which contacts already exist in your team’s Google Contacts. What’s new:
  • Sync indicator badge appears on contacts that match entries in your Google Contacts
  • Know when colleagues have already worked with a contact
  • Daily background sync keeps status current
  • Email autocomplete pulls suggestions from your Google Contacts as you type
How to use it: Connect Google Workspace → Create or view contacts → Look for the sync indicator

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Payment Notifications & Reminders

Keep clients informed with professional payment communications. What’s new:
  • Batch confirmations: Select multiple manual payments → Send confirmation emails to all at once (up to 100)
  • Payment reminders: Send reminder emails for overdue invoices with one click
  • Emails include invoice details, amount, payment link (if online payments enabled)
How to use it:
  • Confirmations: Payments page → Select payments → Send Confirmation Emails
  • Reminders: Open invoice → Send Payment Reminder
Ask Every Agent: “Send payment reminders to all invoices overdue by more than 7 days”
Add LinkedIn, websites, and other links to clients and contacts. What’s new:
  • Attach links to clients or individual contacts
  • Supported: Website, LinkedIn, Twitter, Facebook, Instagram, YouTube, GitHub
  • Often populated automatically during enrichment
How to use it: Open client or contact → Links section → Add Link

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November 2024

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Agent Scheduled Tasks

Automate recurring AI workflows on your schedule. What’s new:
  • Daily Inbox Summary: Get a digest of emails and calendar with priorities
  • Check for New Clients: AI scans your inbox for potential leads
  • Find Missing Calendar Events: Detect commitments mentioned in emails that aren’t on your calendar
  • Custom Prompt Tasks: Create your own scheduled AI workflows
How to use it: Settings → Every Agent → Scheduled Tasks → Enable routines or create custom tasks

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Organization Prompt

Customize how Every Agent understands your business. What’s new:
  • Write custom instructions that shape every agent interaction
  • Include your services, pricing philosophy, communication style
  • Agent references your prompt before every response
How to use it: Open Agent chat → Settings → Business Context → Edit Organization Prompt
Have feedback? We’d love to hear what features you’d like to see next. Contact us at [email protected]