Product Changelog
What's New in CortexaOS
We ship fast. Here's everything we've built.
10 releases·113+ improvements
v1.9.0April 26, 2026Latest
The Depth Release — 4 Verticals Expanded
- 1Auto Repair: Estimate Builder, Tech Time Tracker, Appointment Scheduler (7-state workflow), and AI Diagnostic Assistant — full shop workflow now covered end-to-end.
- 2Bookings: Class Schedule Manager, Member Check-In, Package Tracker, Revenue Dashboard (MRR/MoM/YTD), and AI Client Engagement Analyzer — Mindbody parity and beyond.
- 3Cybersecurity: Incident Response with AI IR Playbook, Security Policy Generator (7 types), Vulnerability Tracker with AI Remediation, Compliance Checker (SOC2/ISO/HIPAA/NIST/PCI-DSS), and AI Awareness Training with interactive quiz.
- NewAuto Repair: Estimate Builder — two-panel form with labor + parts lines, live totals, shop fee/tax, status pipeline (draft → sent → approved → converted)
- NewAuto Repair: Tech Time Tracker — efficiency leaderboard with progress bars and flagged vs actual hours chart by week or month
- NewAuto Repair: Appointment Scheduler — day-view hourly slots with service-type color coding and 7-state status workflow
- NewAuto Repair: AI Diagnostic Assistant — Cortexa AI-powered diagnosis from symptoms + DTC codes: probable causes, recommended tests, repair range, urgency, parts needed
- NewBookings: Class Schedule Manager — weekly Mon–Sun grid with fill-rate progress bars (green/amber/red), cancel with reason, room utilization summary
- NewBookings: Member Check-In — live check-in feed with hourly bar chart, KPI cards for total check-ins and peak hour, date picker for history
- NewBookings: Package Tracker — sessions-remaining progress bars, expiry countdown badges, active/expired tabs, total active session value KPI
- NewBookings: Revenue Dashboard — MRR + MoM trend, YTD total, avg transaction KPIs, donut chart by category, 6-month bar chart, top revenue days table
- NewBookings: AI Client Engagement Analyzer — Cortexa AI retention scoring, risk segment cards, quick wins checklist, retention script with copy button
- NewEvent Planning: AI Timeline Generator — Cortexa AI generates complete day-of timeline, scrollable table, setup/breakdown accordions, critical path highlighting
- NewEvent Planning: Vendor Hub — vendor cards by category with payment/contract/insurance status toggles, CSV export, contracted/paid/outstanding KPI bar
- NewEvent Planning: Guest List Manager — RSVP summary cards, bar chart by response status, meal/table assignment, add guest modal, CSV export
- NewEvent Planning: Run of Show — inline-editable table with live clock mode (auto-refreshes during event), break rows highlighted, duration calculator, print view
- NewEvent Planning: Floorplan & Seating — drag tables to position, round/rect shapes, guest assignment panel, fill indicator per table
- NewEvent Planning: Event Debrief — star-rating vendor rows, Cortexa AI generates post-event report with executive summary, vendor ratings, action items, next-year template
- NewCybersecurity: Incident Response — severity-sorted incident list with MITRE-style 6-stage pipeline, expandable timeline, AI-generated 5-phase IR playbook
- NewCybersecurity: Security Policy Generator — 7 policy types (AUP, access control, IR, data classification, BYOD, remote work, vendor risk), AI-generated structured output
- NewCybersecurity: Vulnerability Scanner — CVE/finding tracker with age-in-days column, AI Fix button generates AI remediation: CVSS analysis, mitigations, IOCs, fix steps
- NewCybersecurity: Compliance Checker — multi-framework tracking (SOC 2, ISO 27001, HIPAA, NIST, PCI-DSS), gap report with export, evidence collection per control
- NewCybersecurity: AI Awareness Training — Cortexa AI generates modules with key points, interactive 5-question quiz, audience adaptation (technical/non-technical/executive)
v1.8.0April 7, 2026
The Agents Release
- 1154 AI Specialists — 9 new vertical experts added including Transportation Operations, Auto BDC, Bookings Manager, Franchise Ops, and more.
- 2AI Agents with 17 action types — agents now execute real actions across every field service vertical: dispatch crews, book appointments, generate estimates, send follow-ups.
- 3SOS Lead Finder rebuilt — free open-data APIs for 5 states with Apollo.io enrichment (email, phone, LinkedIn, decision-maker) in one click.
- NewAI Agents: 17 agentic action types across HVAC, Plumbing, Roofing, Landscaping, Fleet, and more
- New9 new AI Specialists: Transportation Ops, Bookings Manager, Auto BDC, Restaurant Ops, Marketing Agency Account Lead, Accounting Tax Lead, Franchise Ops, Staffing Account Manager, MSP vCIO
- NewBookings vertical: appointment management, customer scheduling, reminders, and calendar sync
- NewBDC Tool (Auto Dealership): Business Development Center lead tracking and follow-up automation
- NewApollo.io enrichment for SOS leads: email + phone + LinkedIn + decision-maker in one click
- NewDemo account: auto-seeds industry-specific data when changing industry from the dashboard
- ImprovedVertical specialists are now action-aware — each maps to specific executable agent actions
- ImprovedSOS Lead Finder: replaced broken state HTML scrapers with free Socrata JSON APIs (CO, NY, OR, CT, IA)
- FixedNeon HTTP driver: replaced all db.transaction() calls with sequential inserts across invoices, quotes, conversations, projects, fleet billing, and more
v1.7.0March 17, 2026
The Scale Release
- 1HIPAA compliance module — full PHI encryption, immutable audit logs, BAA management, inactivity timeout, and consent records. Enterprise-ready for healthcare customers.
- 280+ integrations — OAuth routes live for 18 verticals. Keep your existing tools and add CortexaOS as the AI intelligence layer on top.
- 3Metered media billing — all image and video generation is metered and tracked, with a 15 images/seat/month Flux Schnell included pool.
- NewHIPAA compliance module: AES-256-GCM PHI encryption, immutable audit log, BAA manager, inactivity timeout, consent records
- NewPhotos & Files app: folder tree, drag-and-drop upload, file grid — 5 GB/seat/month included, overage at $0.03/GB
- NewMedia billing system: all image/video generation metered and tracked (Replicate, DALL-E 3, Runway)
- NewPhoto pool quota: 15 Flux Schnell images/seat/month pooled — overage metered at $0.004/image
- NewAI Boardroom access control: enforced 1 session/quarter, team owner only
- NewFocus Group monthly quota: 1 session/month included on all plans; additional sessions $19/session (50 AI personas, "Fifty" depth tier)
- NewBYOK Anthropic key: bring your own API key via Settings → Integrations to bypass the TEU pool
- New2FA login-lock: after 3 grace logins, accounts without 2FA are gated to the setup flow
- NewEvent & Wedding Planning vertical (21st industry hub)
- NewReal Estate vertical + Private Equity landing page
- NewVertafore AMS360 OAuth integration for insurance agencies
- NewSolo operator landing pages: 9 new pages for independent professionals (attorney, CPA, physician, therapist, trucking, HVAC, wedding planner, and more)
- NewSolopreneur Impact Report whitepaper at /resources/solopreneur-whitepaper
- NewUsage & Billing page: TEU consumption, media usage, storage, and overage costs in one view
- ImprovedResources hub at /resources — central page for all whitepapers and guides
- ImprovedSitemap completed — all public pages indexed; submitted to Google Search Console
- ImprovedTEU weight for Sonnet raised 5 → 6 to reflect Anthropic pricing update
- ImprovedCTA buttons standardized to violet across entire site
v1.6.0February 24, 2026
The Connectivity Release
- 1Business approval system — deal close gates, configurable approval rules, and a split Approval Queue. Nothing goes out without sign-off.
- 2CRM → Project conversion — one click turns a won deal into a live project with all context carried over.
- 3Pin apps to your sidebar — star any app in the App Hub and it appears in your left nav for instant access.
- NewBusiness approval system: deal close gates, approval rules by role/amount, split queue (pending vs. history)
- NewCRM → Project conversion: one-click deal-to-project with pre-populated fields
- NewExpense reports workflow: full submit → approve → reimburse flow with manager routing
- NewLive dashboard counts: pipeline value, active projects, and pending approvals on dashboard home
- NewPin apps to sidebar from App Hub — starred apps appear in left nav (max 5)
- NewDemo account (demo@cortexaos.ai) with industry-specific seed data for all 17 industries
- NewPer-customer Twilio + WhatsApp Business integrations with BYOK API keys
- NewMicrosoft 365 integrations: Outlook, Teams, OneDrive, SharePoint, Excel, Calendar, Dynamics 365, Power BI
- NewPublish to YouTube directly from Video Studio
- NewPlatform-safe social media infrastructure: rate limits, token refresh, attribution, webhooks for all 11 platforms
- NewFull industry suite coverage: all verticals expanded to complete feature sets (22 new tool pages)
- ImprovedPricing redesigned with 5-year lock-in framing, strikethrough promo prices, month-to-month +10% clearly shown
- Improved"My AI Team" renamed to "Dashboard"; sidebar nav restructured
- FixedCRM bidirectional sync: contact ↔ deal updates now reflect in both directions
- FixedFocus Group depth tiers (15/25/40 personas) replace broken 500-persona run
- FixedDemo onboarding bypass + OAuth connect endpoints no longer strand users after auth
v1.5.0February 3, 2026
The Design Release
- 1Apple-style UI system — universal AI output component, clean typography, and standardized design tokens across the entire dashboard.
- 2Content Calendar gets a Campaign Generator — one click builds a full multi-channel campaign with topic chips for direction.
- 3Roofing industry hub — 5 specialists + 4 apps: Project Manager, Permit Wizard, Measurement Estimator, and Insurance Supplement Manager.
- NewUniversal AiOutput component: consistent Apple-style typography for all AI-generated text across every app
- NewContent Calendar: one-click Generate Campaign button + topic chips for campaign direction
- NewMy Shortcuts: pinnable quick-action shortcuts on dashboard home
- NewEditable agent duties: customize each specialist's responsibilities from their profile
- NewPool Builder: material cost calculator with estimate margins and profitability analysis
- NewRoofing hub: 5 specialists (Estimator, Insurance Claims, Permit Coordinator, Sales Coach, Production Manager)
- NewRoofing apps: Project Manager (8 phases), Permit Wizard, Measurement Estimator, Insurance Supplement Manager
- ImprovedSocial Publisher: auto-fills brand voice and context from Company Brain
- ImprovedAll industry suite cards use the CortexaBrain mascot icon with Cortexa product names
- FixedService worker cache: Vercel CDN was serving stale sw.js — fixed with Cache-Control: no-cache
- FixedApproval queue: reject preserves record, single-step approve, image sync, auto-delete on reject
- FixedPhoto Studio + Video Studio: generated assets now persisted to Vercel Blob for permanent URLs
- FixedFavicon: purple brain SVG, Safari-compatible ICO, cache-busted on every deploy
v1.4.0January 13, 2026
The Growth Release
- 1Public landing page, /pricing, and /blog — CortexaOS is now fully live on the web with SEO-optimized marketing pages.
- 2Annual billing option launched — save 15% by switching to yearly, manageable directly from the Billing settings.
- 3API Keys for integrations — generate and manage API keys from your dashboard to connect CortexaOS to your own tools.
- NewPublic landing page with hero, features, testimonials, and pricing sections
- New/pricing page with monthly/annual toggle and plan comparison table
- New/blog with three long-form articles on AI executive strategy
- NewAnnual billing option (15% savings) on all paid plans
- NewAPI Keys page — generate, name, and revoke keys from /dashboard/api-keys
- NewChangelog page (/changelog) — public release history with timeline UI
- NewHelp & FAQ page at /help with searchable accordion-style content
- NewOpenGraph image generation for social sharing previews
- ImprovedNavigation updated with Changelog and Blog links across desktop and mobile
- ImprovedFooter links reorganized into Product, Company, and Legal sections
- ImprovedPricing section now shared between landing page and /pricing — single source of truth
- FixedMobile nav menu no longer overlaps fixed header on scroll
v1.3.0December 23, 2025
The Admin Overhaul
- 1Impersonate any user from the Admin panel — debug issues by viewing the app exactly as a customer does.
- 2Feature flags system — roll out new capabilities to specific users or teams before going wide.
- 3Admin broadcast announcements — send system-wide messages that appear as notifications for all users.
- NewAdmin: Impersonate user — log in as any account for debugging and support
- NewAdmin: Feature flags manager with per-team and per-user targeting
- NewAdmin: Broadcast announcements — push notifications to all active users
- NewAdmin: Audit log with full event history (logins, AI executions, settings changes)
- ImprovedAdmin overview page now shows active user count, team count, and revenue stats
- ImprovedNotification bell improved — broadcasts appear as pinned top notification
- ImprovedImpersonation banner persists across all dashboard pages during an active session
- FixedAdmin users list now correctly paginates beyond 50 records
v1.2.0December 2, 2025
The CRM Power-Up
- 1AI contact enrichment — for any CRM contact, generate pain points, conversation starters, and deal risks with one click.
- 2Deal AI Coach — get real-time coaching on any open deal: objection handling, next steps, and competitive positioning.
- 3CSV import — bulk-import contacts and companies from any spreadsheet or CRM export.
- NewCRM: AI Enrichment panel on contact detail pages — pain points, openers, and risk flags
- NewCRM: Deal AI Coach on pipeline cards — deal-specific objection responses and close strategies
- NewCRM: CSV import for contacts and companies with column mapping UI
- ImprovedPipeline board now supports drag-and-drop stage transitions
- ImprovedContact detail page redesigned with activity timeline and linked company panel
- FixedPipeline deal totals now update immediately on stage change without page reload
v1.1.0November 11, 2025
The Reliability Release
- 1Critical auth bug patched — a missing tenant check on 22 API routes was exposing cross-tenant data. All routes now enforce tenant isolation.
- 2Redis rate limiter with automatic in-memory fallback — the app no longer errors if Redis is unreachable.
- 3Company Brain save fixed — large brain documents (>16KB) were silently truncating on save.
- FixedCritical: enforced tenant ID check across all 22 authenticated API routes
- FixedCompany Brain: large documents no longer truncate silently on save
- FixedInvitation email delivery restored — SMTP config was failing for non-Gmail senders
- ImprovedRate limiter now falls back to in-memory counter if Upstash Redis is unavailable
- ImprovedJWT session refresh now correctly extends expiry on every GET request
v1.0.0October 21, 2025
Launch
- 1Cortexa CEO with 4-phase streaming UX — Present, Deliberate, Synthesize, Recommend
- 249+ AI specialists covering every business function: CFO, CMO, COO, Legal, HR, Sales, and 43 more, each with deep domain prompts.
- 3CRM + Pipeline — contacts, companies, and deal pipeline management built into the core platform.
- NewCortexa CEO chat with 4-phase streaming boardroom experience
- New49+ AI specialists, each with expert-level system prompts and frameworks
- NewCRM module: contacts, companies, pipeline, and call notes
- NewCompany Brain — persistent business context shared across all AI specialists
- NewStripe billing integration with free trial, Starter, and Pro plans
- NewMulti-tenant architecture with JWT auth and team-scoped data isolation
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