| 2026-02-25 | AI Tokens & Usage Documentation: NEW: ai/tokens-and-usage.mdx - Comprehensive documentation for how AI tokens work in Every: monthly token allocations (included with paid plans, reset each billing period), extra tokens (purchased on-demand, never expire, used after monthly runs out), what actions consume tokens (agent conversations, file processing, client/contact enrichment, scheduled tasks, receipt scanning, business intelligence), what happens when tokens run out (AI features paused, non-AI features unaffected), auto-recharge configuration, and usage monitoring via Settings → Billing. UPDATED: docs.json - Added ai/tokens-and-usage to AI Features navigation. |
| 2026-02-05 | Clients & Contacts Separation + App Links + New Features: NEW: features/contacts.mdx - Contacts now a top-level concept with dedicated page covering contact creation, LinkedIn import, Google Contacts import, AI Scan Contacts, linking contacts to clients with role-based email routing (Primary/CC for invoices and proposals), contact enrichment, managing/archiving contacts, and Contacts vs Clients comparison table. REWRITTEN: features/clients.mdx - Refocused on clients as companies/businesses (not people). Removed inline contact management details (now in contacts.mdx), added cross-links to Contacts page, updated icon from “users” to “building-2”, streamlined enrichment and pipeline sections. UPDATED: docs.json - Added features/contacts to Core Features navigation between clients and offerings. UPDATED: index.mdx - Added Contacts card to Core Features grid, updated Clients card description and icon, changed “Manage clients” to “Manage clients and contacts”. UPDATED: quickstart.mdx - Rewrote Step 2 to separate client (company) creation from contact (person) creation, added import contacts accordion, added app links throughout. UPDATED: ai/every-agent.mdx - Added Contact Management as separate capability, added Voice Input section documenting microphone input and audio transcription, added Learned Preferences section documenting agent memory for business rules with link to agent settings, updated client management wording from “manage CC emails” to “manage contact roles”. APP LINKS ADDED across 20+ pages - Added https://every.ai/[route] deep links throughout all docs: feature pages (clients, contacts, invoices, proposals, payments, automations, timesheet, expenses, offerings), settings pages, agent settings, reporting, export, and integration setup pages. Each feature page now has an “Open in app” card near the top. Navigation instructions like “Go to Clients” now link directly to the app page. UPDATED: integrations/stripe.mdx, google-workspace.mdx, hubspot.mdx, xero.mdx, granola.mdx - Added settings app links. UPDATED: advanced/note-templates.mdx, tax-management.mdx, reporting.mdx - Added app links and “Open in app” cards. UPDATED: data/csv-import.mdx, export.mdx - Added contacts app links and “Open in app” cards. UPDATED: getting-started/organization-setup.mdx - Added settings app link. UPDATED: workflows/common-workflows.mdx - Added app links to setup steps. UPDATED: ai/agent-scheduled-tasks.mdx - Fixed settings navigation to link to agent settings tasks page. |
| 2026-02-06 | Granola Meeting Notes Integration: NEW: integrations/granola.mdx - Full documentation for Granola meeting notes integration via Every Agent (search meetings, browse notes, pull transcripts, chat about meeting content). Includes tool reference table (list_meetings, get_meetings, get_meeting_transcript, query_granola_meetings), OAuth connection flow, common workflows (meeting follow-ups, invoice from meeting context, meeting prep), troubleshooting, and best practices. UPDATED: ai/every-agent.mdx - Added Granola to integration access list, updated example context, added to setup checklist. UPDATED: docs.json - Added Granola to Integrations navigation. |
| 2026-02-05 | Contacts Import Documentation: UPDATED: data/csv-import.mdx - Renamed page to “Import Data” and added comprehensive documentation for LinkedIn Contacts Import (CSV export instructions, import wizard flow, AI relationship summaries from Messages.csv) and Google Contacts direct import (bulk import from Contacts page vs. AI-powered Scan Contacts workflow). UPDATED: integrations/google-workspace.mdx - Rewrote Google Contacts import section to cover all three import methods: Direct Import (bulk from Contacts page), Inline Autocomplete (in forms), and AI-powered Scan Contacts (from Home dashboard). Added guidance on when to use each. UPDATED: features/clients.mdx - Added LinkedIn import to key capabilities list. UPDATED: ai/every-agent.mdx - Added LinkedIn to client management capabilities. |
| 2026-01-28 | Major Integrations & File Support Update: NEW: integrations/xero.mdx - Full documentation for Xero accounting integration via Every Agent (invoices, contacts, payments, financial reports). REWRITTEN: integrations/hubspot.mdx - Complete rewrite to reflect removal of legacy HubSpot sync and new agent-powered MCP integration (search contacts, companies, deals conversationally). UPDATED: data/csv-import.mdx - Renamed to “Import Data (CSV, Excel, Word)” with new sections for Excel (XLSX/XLS) and Word (DOCX) file processing, smart sampling for large files. UPDATED: features/expenses.mdx - Added XLS, XLSX, CSV, DOCX to supported receipt formats. UPDATED: ai/every-agent.mdx - Added Xero and improved HubSpot to integrations list, expanded file format support documentation, updated reference files section. UPDATED: docs.json - Added Xero to Integrations navigation. Note: Fast/Balanced/Thinking chat modes exist in backend but no UI selector yet - not documented until user-facing. |
| 2026-01-10 | Major Documentation Review & Update: Verified all 27 doc files against codebase. Fixed 15 inaccuracies: csv-import.mdx (added “Coming Soon” warning), every-agent.mdx (corrected Plan Mode→Direct Execution), changelog.mdx (fixed 2025→2024 dates), note-templates.mdx (Note Template→Snippet terminology throughout), invoices.mdx (agent tool claims), proposals.mdx (removed non-existent “Rejected” status), quickstart.mdx (enrichment button location), expenses.mdx (10MB→5MB file limit), business-context.mdx (tab names and navigation). Added 2 new features: ai/undo-agent-actions.mdx (comprehensive guide to reversing agent actions), getting-started/install-mobile-app.mdx (PWA installation for Android/iOS with offline access, updates, troubleshooting). Updated docs.json navigation. See DOCUMENTATION_UPDATE_2026-01-10.md for full details. |
| 2025-12-23 | Added Data Management section with new docs: data/export.mdx (CSV export to QuickBooks, Xero, Wave, custom formats with templates and fork-to-customize feature), data/csv-import.mdx (standalone CSV import guide). Refactored CSV import content from every-agent.mdx into dedicated page. Updated docs.json navigation. |
| 2025-12-04 | Major update: Added Client Contacts System (multi-contact with roles), Google Contacts Sync, enhanced Client Enrichment with contact discovery, batch Payment Notifications, Payment Reminders. Fixed offerings.mdx (removed undocumented rate history/categories). Updated clients.mdx, payments.mdx, google-workspace.mdx |
| 2025-11-19 | Updated Organization Setup to include Organization Prompt |
| 2025-11-17 | Added Agent Scheduled Tasks doc |
| 2025-11-11 | Initialized docs |
