Send onboarding to existing members
- You can now send (or resend) the workspace welcome message to someone who is already a member, instead of only being able to invite new people.
- ProHQ sends to the best available channel (email or WhatsApp) and lets you include an optional note.
Contacts show the full workspace (everywhere)
- The contact workspace view is now used consistently, including inside the contact dialog opened from pickers.
- The Files tab now also includes documents filed in processes that are tagged to that contact, so you do not miss evidence just because it was uploaded elsewhere.
- Files pulled in from other places are marked as linked.
Meetings respect the process calendar setup
- When scheduling a meeting from process pages, the meeting form now uses the same meeting types and channels configured for that calendar tool.
Smarter process handover and grouping
- Processes can be configured to automatically add the relevant contact to a selected CRM group when that contact attribute is set.
- If a process is configured with a handover, each instance shows a “Hand over” action that starts the next process and carries the contact across.
Checklist runtime groups
- Checklist groups can now be created, renamed and deleted at runtime (not only predefined groups).
Session recovery improvements
- If your session expires and your local profile data is missing, the recovery screen now still renders correctly, with a “Reset browser” option available.
AI waiting message readability
- AI auto-waiting explanations now wrap, so the full reason stays readable.