| Last Update | Changes |
|---|---|
| 2026-10-05 | Agent-delegated signup (live in production; CLI 0.8.0 published 2026-10-05): UPDATED: integrations/connect-ai-tools.mdx - new “New to Every? Sign up from your assistant” section (connect, one browser authorization, get_signup_status suggestions, confirm organization name, complete_signup, signup_incomplete until finished). UPDATED: cli/every-cli.mdx - new “Sign up for Every from the CLI” section (every signup, signup status, signup complete --org-name ... --yes, no TTY needed, NDJSON for agents, exit 3 on denial/timeout); exit-code table, command list and agent rule now point at every signup. UPDATED: cli/agent-skill.mdx - signing a user up and the skill refresh. UPDATED: changelog.mdx - October 2026 entry. |
| 2026-09-30 | LinkedIn/Instagram sync, Auto mode, stage criteria, multiple Gmail accounts (release 1.28.0): NEW: integrations/linkedin-and-instagram.mdx - connect from Agent → Connections → Communication via the hosted secure browser (password never stored, encrypted session only, Google/Apple sign-in unavailable in the LinkedIn window), per-person connections with workspace-shared results, Connections / Following + Messages / DMs sync rows (20 most recent conversations), the two switches (Sync deal-related messages, Find new people, companies & deals), ⋯ menu, deals (Send via Every on LinkedIn, Copy message on Instagram), FAQ, troubleshooting. NEW: prospecting/auto-mode.mdx - per-deal Auto mode: owner-only enable, anyone disables, confirm dialog, Gmail/LinkedIn/Instagram only (never X), existing conversations with the deal’s contact only, two-follow-up limit, holds, few-minute cancellable wait with Cancel / Send now, business hours and daily pacing, Pause agent pauses it, contact change turns it off. UPDATED: prospecting/pipeline.mdx - new Stage criteria section (Deal settings → Stage criteria, per-deal Stage criteria chip, What Every learned in Deal settings), LinkedIn/Instagram sending, “Reply detection” rewritten as Conversations keep deals current, FAQ no longer says Every never sends on its own. UPDATED: integrations/google-workspace.mdx - “Google Workspace card → Connect Google Account” replaced with the Gmail & Calendar row; new “Connecting more than one Gmail account” section; Managing Scopes / status / reconnect / disconnect paths; Auto mode exception in the send-without-review FAQ. UPDATED: ai/every-agent.mdx, teams/teams.mdx - Auto mode as the one exception to “unattended runs never send”; owner-gated Auto mode; personal connections with shared results. UPDATED: network/people.mdx, prospecting/prospecting-agent.mdx, quickstart.mdx, index.mdx - connect LinkedIn/Instagram as an import path and relationship source; integrations card; prospecting-agent’s “you review the message before it is sent” lines now name the Auto mode exception. UPDATED: docs.json - added integrations/linkedin-and-instagram and prospecting/auto-mode to navigation. UPDATED: changelog.mdx - September 30 entry. NEW images: images/features/communication.png, linkedin-sync.png, instagram-sync.png, auto-mode-dialog.png, linkedin-connect-flow.gif. |
| 2026-09-29 | Prospects page: Prospecting moved off the Deals board onto its own /prospects page (rail item after Deals, Deals header “Prospects · N”); targets replace the retired scheduled Prospecting routine and the Deals “Find prospects” control. UPDATED: prospecting/prospecting-agent.mdx - rewritten around the page: per-target scoring with no lead count, Add target (Business DNA suggestions or custom audience + services), target cards / All prospects / Min scores / Target details, row actions (Approve, Add to deal, Reject with feedback, bulk Actions), What Every learned in Prospecting settings, Open Prospects card, two FAQs. UPDATED: prospecting/pipeline.mdx - four-column board, Prospects row removed, review section reduced to a link. UPDATED: network/people.mdx, integrations/google-workspace.mdx - Prospects -> Add target instead of Deals -> Find prospects; Ask-Every prompts no longer name a lead count or the scheduled routine. UPDATED: scheduled-tasks/scheduled-tasks.mdx, scheduled-tasks/daily-brief.mdx, plans/what-is-a-credit.mdx, index.mdx - removed the retired Prospecting scheduled task / prospecting scan. UPDATED: changelog.mdx - September 2026 entry. Deferred: a Prospects page screenshot (images/features/prospects-page.png) is not captured yet. |
| 2026-09-10 | People & Companies replace Clients & Contacts: the product rename that went live in production 2026-09-09 - the old Contacts list and Clients list are gone, replaced by one Network of People and Companies; a Person can now be billed directly (invoices, proposals, recurring plans, expenses, time) with no company required; document delivery and portal sign-in are one unified Document access control (Primary/Copied/Portal/None) per party. NEW: network/people.mdx, network/companies.mdx - replace clients/contacts.mdx and clients/clients.mdx, covering direct Person billing, “Works At” affiliations, and merging/undoing duplicate People. RENAMED: clients/client-portal.mdx → network/client-portal.mdx - rewritten around the unified Document access model and Portal as the new 4th access level. DELETED: clients/clients.mdx, clients/contacts.mdx (content moved to network/). UPDATED: docs.json - “Clients & Contacts” nav group renamed to “Network”; added redirects from the old /clients/* slugs. UPDATED: index.mdx, quickstart.mdx, ai/every-agent.mdx, billing/expenses.mdx, invoices-and-proposals.mdx, payments.mdx, recurring-billing.mdx, services-and-products.mdx, integrations/connect-ai-tools.mdx, google-workspace.mdx, hubspot.mdx, slack.mdx, xero.mdx, prospecting/pipeline.mdx, prospecting-agent.mdx, reference/approvals.mdx, reports-and-export.mdx, scheduled-tasks/daily-brief.mdx, scheduled-tasks.mdx, scheduling/time-tracking.mdx, teams/teams.mdx, troubleshooting.mdx, cli/every-cli.mdx, plans/what-is-a-credit.mdx - replaced stale Client/Contact record-type language with People/Companies/affiliation wording site-wide; kept “client” as the generic customer synonym and kept every verified API/CLI/MCP identifier (client_id, contact_id, the everyai-cli --client/--client-id flags, CSV export “Client”/“Client ID” column headers, HubSpot/Xero/Google’s own “Contacts” terminology) unchanged. UNCHANGED: changelog.mdx - dated entries are a historical record. Flagged, not a docs issue: the standalone everyai-cli package (main, v0.6.4) has not been updated for the rename and still calls the retired list_clients MCP tool internally; the CSV export builder (export_routes.py) has not been extended past Company-only; notification_service.py’s heartbeat routine is still named “Clients & Deals” internally though the web UI presents it as “Network & Deals”. |
| 2026-09-06 | Support accuracy audit: Corrected production invoice editing, expense/payment requirements, contact roles, financial settings, reports, scheduled defaults, team controls, timer behavior and Undo limitations. Staging-only deal links, cascades and historical import changes remain in the release audit rather than live feature claims. UPDATED: ai/every-agent.mdx; billing/expenses.mdx, invoices-and-proposals.mdx, payments.mdx, recurring-billing.mdx; clients/clients.mdx, contacts.mdx; integrations/slack.mdx, stripe.mdx; quickstart.mdx; reference/reports-and-export.mdx; scheduled-tasks/scheduled-tasks.mdx; teams/teams.mdx; troubleshooting.mdx; README.md. |
| 2026-08-31 | Google Workspace data deletion: UPDATED: integrations/google-workspace.mdx — added the user-facing deletion paths required for Marketplace/OAuth review: targeted Google-data requests through support, personal-account deletion in shared workspaces, full solo-workspace deletion, the 24-hour organization cancellation window, and the distinction between disconnecting access and deleting data. |
| 2026-08-23 | Pricing and AEO authority truth repair: Replaced retired Free / Every Core / Every Pro language with the current 14-day free trial / Solo / Team / Custom model; corrected the trial grant to 10,000 credits; documented Solo and Team’s real member, shared-work, credit, and support boundaries; corrected authenticated billing links and the Prospecting Agent link; removed the retired Client MCP approval caveat. Added contextual links between the product documentation and Every’s canonical pricing, AI CRM, AI lead-generation, AI business-assistant, AI invoice-generator, AI proposal-generator, and client-portal guides. UPDATED: plans/plans-and-pricing.mdx, plans/what-is-a-credit.mdx, plans/credit-usage-and-errors.mdx, reference/approvals.mdx, prospecting/prospecting-agent.mdx, ai/every-agent.mdx, billing/invoices-and-proposals.mdx, clients/client-portal.mdx. |
| 2026-08-19 | Email send approvals documented (live in prod since 2026-08-06): reply-to-approve for outbound sends (emails, invoices, proposals) over the email agent — one-time SEND <code> / CANCEL SEND <code> commands, single-use, 24h expiry, crash-safe never-sent-twice delivery. UPDATED: reference/approvals.mdx — new “Sending by email” section; closing Note now says sends + invoice deletion (was “invoice deletion only”). UPDATED: ai/every-agent.mdx — “Using Every Agent by email” mentions send approvals. UPDATED: changelog.mdx — August 2026 entry. Staged/flag-dark families (13-tool destructive set, social sends, external-MCP email approvals) deliberately NOT documented until live in prod. |
| 2026-08-18 | AI-search authority and product-truth audit: Strengthened answer-first documentation for warm-network discovery and scoring, human review before outreach, AI CRM and accounting boundaries, proposal-to-invoice conversion, reminders and payment claims, receipt capture, billable time, CRM migration, Google permissions, MCP approvals, and HubSpot/Xero connection boundaries. Removed stale prospecting, pipeline, receipt-accuracy, file-format, client-rate, and integration-write claims; corrected authenticated links to app.every.ai; aligned documentation social metadata with Every’s canonical X and LinkedIn profiles. Bookings cleanup: DELETED: scheduling/bookings.mdx and removed its navigation/redirect plus all remaining live Bookings claims from the home, plans, Client Portal, Services, pipeline/prospecting, MCP, CLI, and Daily Brief pages; dated changelog.mdx history remains unchanged. UPDATED: ai/every-agent.mdx, prospecting/prospecting-agent.mdx, prospecting/pipeline.mdx, billing/invoices-and-proposals.mdx, billing/payments.mdx, billing/expenses.mdx, billing/services-and-products.mdx, scheduling/time-tracking.mdx, clients/contacts.mdx, clients/client-portal.mdx, integrations/google-workspace.mdx, integrations/connect-ai-tools.mdx, integrations/hubspot.mdx, integrations/xero.mdx, index.mdx, plans/plans-and-pricing.mdx, cli/agent-skill.mdx, scheduled-tasks/daily-brief.mdx, docs.json. |
| 2026-08-13 | Business DNA workspace routes and terminology: UPDATED: ai/context-and-voice.mdx, ai/every-agent.mdx, ai/memory-and-skills.mdx, quickstart.mdx, changelog.mdx — replaced obsolete Context, Voice & Tone, and Preferences app routes with the consolidated Business DNA workspace (/agent/dna, ?tab=voice-tone, ?tab=rules), aligned visible terminology to Business DNA and Rules, and switched authenticated links to app.every.ai. |
| 2026-08-11 | Team invites — seats, plan gate, and agent invites: UPDATED: teams/teams.mdx — the Inviting teammates section documented the path but never the gate, so users (and the support agent) had no way to know why the invite button was missing. Added the exact route (avatar menu → Settings → Organization → Team card), the Team-plan requirement and the “Add teammates with Pro” fallback that links to Settings → Billing, a seat table (Team = 5, Solo/free/legacy = 1), a note that existing over-limit teams are never reduced, and the new agent path (“invite dana@example.com to this workspace”). |
| 2026-07-31 | Email and MCP approvals: NEW: reference/approvals.mdx, images/features/mcp-approval-details.png — documented exact same-thread email approval for invoice deletion, durable single-use Admin MCP approvals, client timing/retry behavior, web-only approval completion, and troubleshooting. UPDATED: ai/every-agent.mdx, integrations/connect-ai-tools.mdx, cli/every-cli.mdx, cli/agent-skill.mdx, docs.json, changelog.mdx — added entry points from each client surface, corrected the CLI safety model, removed the volatile MCP tool count and stale stateless claim, and added the July release entry. |
| 2026-07-27 | Slack attachments: Slack guide + changelog updated — the bot now reads screenshots/images and documents (PDF/Word/Excel/CSV, 10 files, 20MB each) at parity with in-app chat. UPDATED: integrations/slack.mdx, changelog.mdx. |
| 2026-07-26 | Every AI for Slack (Early Access): NEW: integrations/slack.mdx - Full user guide for the Slack bot: admin workspace connection (Agent → Connections → Slack card, one workspace per Every org), per-person identity linking via one-time sign-in link (answers run as the asker with their permissions), DMs as continuous private conversations vs. @mention channel threads visible to all, rich invoice cards with Open-in-Every buttons, Approve/Deny buttons for consequential actions (asker-only), privacy model (bot only sees messages addressed to it, no channel history, no files/images yet), and team access rules (Slack members need an Every org seat to ask; everyone can read channel answers). UPDATED: docs.json - Added integrations/slack to Integrations & MCP navigation. UPDATED: changelog.mdx - Added July 2026 Early Access entry. |
| 2026-07-10 | Every CLI: New section for developers & AI agents covering @everyai/cli install/login, the —json output contract + exit codes, safety flags, command reference, and the use-every agent skill. NEW: cli/every-cli.mdx, cli/agent-skill.mdx. UPDATED: docs.json (nav), integrations/connect-ai-tools.mdx (cross-link). |
| 2026-03-26 | External Docs Audit + Product Surface Cleanup: NEW: features/services.mdx, features/products.mdx, features/client-portal.mdx, ai/voice-and-tone.mdx - Replaced legacy Offerings coverage with separate Services and Products docs, added branded Client Portal/public URL documentation, and documented the new Voice & Tone agent workspace. UPDATED: docs.json, index.mdx - Reworked navigation and landing-page links around Services, Products, Client Portal, and Voice & Tone. UPDATED: quickstart.mdx, getting-started/organization-setup.mdx, workflows/common-workflows.mdx, workflows/tips-for-success.mdx - Replaced stale Offerings terminology with Services/Products, fixed setup paths, and updated AI setup guidance. UPDATED: features/bookings.mdx, invoices.mdx, proposals.mdx, automations.mdx, time-tracking.mdx - Corrected booking paths to /clients/bookings and /book, removed Offerings references, and aligned feature docs with current routes and data model. UPDATED: data/export.mdx, data/csv-import.mdx - Removed deleted QuickBooks export coverage, rewrote export docs for Xero/Wave/Custom, and updated import terminology. UPDATED: ai/every-agent.mdx, ai/business-context.mdx - Rewrote AI docs around Business Context, Voice & Tone, current integration setup paths, and current workspace data. UPDATED: integrations/xero.mdx, integrations/hubspot.mdx, integrations/granola.mdx, troubleshooting.mdx, changelog.mdx - Fixed agent integration setup paths, removed stale HubSpot sync framing, and added March 10 / March 25 changelog entries. |
| 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 |