Product updates
Changelog
Everything we've shipped across EnOpSy — Billing, Support, Tasks, HR, Drive, Email, and more — newest first.
October 2026
Clients
- Added a visible Trash button on the All Clients page for soft-deleted clients.
Account & Login
- Added a read-only Enterprise ID field to tenant login pages.
Raluca Workspace (AI assistant in the dashboard)
- Merged the AI assistant directly into the main dashboard (previously a separate site) and renamed it Raluca.
- Added a “Morning Briefing” that summarizes what you usually check when you open the assistant.
- Expanded Raluca’s reach to Support, Logs, Clients, Calendar, Email Service, Settings, and Profile, so it can help with more of the product.
- Added self-service tools so you can ask Raluca about your pending work and calendar.
Billing
- Added more billing cycle options for extended payment plans.
- Added a desktop-to-phone handoff for completing PhonePe recurring payments on your phone.
- Razorpay recurring payments now let you choose Card or UPI Autopay.
Support Chat
- Added push notifications for new visitor messages.
Team / HR
- Added the ability to cancel a submitted leave request.
September 2026
Leads
- Launched the Leads module — import and export leads via CSV, enrich records with company domain data, track opportunities, assign agents, and log activity.
Raluca Support (AI in the website chat widget)
- AI conversations are now saved and visible in the agent dashboard.
- Redesigned the chat widget with a dedicated AI identity, tabbed settings, and a visitor page-history view.
- Added an AI avatar in chat bubbles and rebuilt visitor analytics with real data.
- Added visitor identification — recognized visitors are shown as “Name from City” everywhere in the widget.
- Added a sound notification when a new visitor message arrives in the agent inbox.
- Agents can now jump into an AI conversation and reply live.
- Added separate branding images for your business and your AI agent.
- Added a Knowledge Base for the AI assistant, with “talk to a human” and suggested replies always available.
- High-scoring chat visitors are now automatically turned into sales leads.
Support
- Added a profanity/abusive-language filter for incoming tickets, toggleable in settings.
- Launched an embeddable support ticket widget for your website (Ticket Widget 2.0).
Platform
- Added interactive onboarding walkthroughs/tours across several modules.
- Added customizable signup fields for new tenant sign-ups.
Billing
- Added a free-plan reminder banner on the profile page.
- Added the ability to request a refund directly when cancelling a subscription.
- Added the ability for admins to assign complimentary (free) subscription plans.
- Added a full coupon system — preview discounts before checkout, restrict coupons to specific plans, pause/resume coupons, and track usage.
- Added support for several Indian payment gateways (Razorpay, PayU, PhonePe, BillDesk, Paytm), including UPI Autopay recurring payments.
- Added an onboarding progress tracker for new accounts.
Account & Login
- Added magic-link (passwordless) signup for clients.
- Added a “keep me logged in” option for 30 days.
Tasks
- Fixed Calendar bookings being wrongly blocked by the task plan limit.
Website
- Added Raluca Assist live chat throughout the public website, restructured pricing into Free/Startup/Enterprise tiers, and added a comparison page vs. Zoho.
August 2026
Platform
- Added plan-based usage limits across modules (storage, clients, tickets, email sending, and more), with clear in-app messages when a limit is reached.
Account & Login
- Added Google and LinkedIn sign-in/signup.
Billing
- Added self-service subscription plan changes/upgrades, with automatic prorated or zero-cost handling.
- Added low-wallet-balance alerts.
- Added handling for payment disputes and chargebacks.
- Added “Hot Leads” tracking with visit session details and a visitor activity timeline.
Profile
- Fixed an issue that let the same meeting slot be booked by two clients at once.
Team / HR
- Added a badge/achievement system for employees.
- Added overtime calculation.
July 2026
Career
- Launched a new Career module — job listings, candidate applications, skills quizzes, and certificates.
Billing
- Added complimentary (free) subscription assignment and prorated billing for plan changes.
- Added wallet management directly from a client’s profile.
- Added full multi-currency billing — pricing, invoices, and wallets in multiple currencies.
- Added webhooks for subscription lifecycle events, for integrating with external systems.
- Added dedicated detail pages for orders, invoices, and transactions, plus card management and coupon creation.
- Added website visitor tracking with UTM-based lead source attribution.
- Added the ability to add or complete leads directly from a running campaign.
Drive
- Added email invites for new members, with a self-service password setup page.
Inex
- Added a Trash view with restore for deleted records.
- Added Balance Sheet and Profit & Loss financial reports, downloadable as PDF, with TDS tax support.
Profile
- Added Google Calendar sync — cancellations and reschedules now reflect on your Google Calendar.
Team / HR
- Added Work From Home tracking.
- Added analytics to help HR spot unusual leave patterns.
- Added joining and exit (onboarding/offboarding) checklists.
- Added configurable statutory deduction rates (PF/ESI) in payroll settings.
June 2026
Billing
- Added PDF download for invoices and receipts.
- Added online invoice payment with receipts, and support for choosing which unpaid invoice to pay when an order has several.
- Added subscription renewal reminder emails and automatic renewal invoicing.
- Added email notifications for orders, invoices, transactions, and refunds.
- Added a confirmation step before cancelling a plan.
- Added wallet freeze and manual balance adjustment, plus wallet export and an approval workflow.
- Added inline editing for orders.
- Added company name and tax registration fields to the payment form.
- Added invoice-paid notification templates for admins, employees, and clients.
- Added SMTP sending pools with warm-up tracking.
- Added a campaign queue view and a suppressed-recipients list, with the ability to reschedule a campaign.
- Added lead segments and list management.
- Added the ability to snooze and follow up on leads.
- Added resumable lead imports — pick up a large import where you left off.
- Added per-template compliance settings.
Support
- Added CC and BCC options when replying to tickets.
Tasks
- Added daily morning and evening status report emails.
Team / HR
- Added an e-copy (digital copy) of salary slips.
- Added monthly performance tracking and a Trash for deleted assets.
- Added employer PF and ESI payroll calculations.
- Added document expiry reminders.
- Admins can now apply leave on behalf of employees.
May 2026
Billing
- Added detailed order, invoice, and transaction pages, a Wallet page, and card management and coupon creation in the dashboard.
- Added support for multiple payment gateways.
Account & Login
- Added WhatsApp OTP as a login option.
Client Portal
- Added an invoice detail view for clients.
- Added SMTP pool management (weighted/ranked sending) with bulk actions.
- Added a library of pre-made email templates you can browse and clone.
- Added campaign management — create, approve, and track campaigns with recipient and event details.
- Added a compliance checklist for campaigns.
- Added lead list import and management.
Drive
- Added custom document templates.
Team / HR
- Added document downloads for employee records, a configurable document checklist, and a profile-completion score.
- Added a Trash view for removed employee records.
April 2026
Account & Login
- Added a full self-serve signup/onboarding flow, including phone login, forgot password, and a welcome screen.
Client Portal
- Added a domain and WHOIS lookup tool with registrar, country, and TLD information.
- Added a data-removal request feature for records in the lookup database.
Support
- Added image attachment uploads for tickets from the client portal.
- Added the ability for support admins to view a client’s account for troubleshooting (login as client).
Dashboard
- Unified more tools directly into the main sidebar via embedded views.
- Added default templates that can’t be accidentally deleted, plus the ability to restore templates.
- Added template preview.
Tasks
- Achieved full toolbar parity with a spreadsheet application in the built-in Sheets tool, including formula autocomplete.
- Added charts within task tables.
Inex
- Added “Sources” for tracking where expenses and income originate, with bill photo capture.
- Added an Invoices page and an Assets tracking module.
Team / HR
- Launched an employee directory with detailed profile pages (documents, designation, skills).
- Added a Payroll module with a salary calculator and payslip requests.
- Added leave request submission directly from employee profiles.
- Added a Performance tracking page with incident/proof attachments.
- Added role-based feature group permissions.
March 2026
Billing
- Added Quotations — create, view, and track quotation status.
- Added custom/negotiated subscription plans for individual clients.
- Added a dedicated payment methods management page.
- Added an account credits system and improved refund handling.
Client Portal
- Added a data feed/pricing page, CSV export, an API usage dashboard with charts, API documentation, an open-ticket count, a “My Downloads” page, and a “Report Scam” feature.
Support
- Redesigned the ticket reply interface and added ticket reassignment between agents.
Dashboard
- Added per-module enable/disable toggles in settings.
Drive
- Added the ability to star/favorite files and folders.
Tasks
- Added a built-in spreadsheet tool with real-time collaboration, common formulas (SUM, IF, VLOOKUP, COUNTIFS, and more), undo/redo, and charts.
- Added the ability to import tasks directly from documents.
- Added a dedicated bug-tracking sheet view.
- Added global search across tasks, projects, and modules.
Account & Login
- Added login via phone number and a self-service forgot-password flow.
Team / HR
- Launched employee master data, attendance tracking, leave summary, and a peer performance leaderboard.
February 2026
Account & Login
- Added magic link (passwordless) login.
Client Portal
- Added a domain availability and WHOIS lookup tool, with registrar, country, and TLD data.
Billing
- Added the ability to generate shareable payment links, with coupon support on payment links and notifications.
- Added more flexible trial-to-paid billing interval options.
Support
- Added SLA tracking on tickets.
Team
- Added time-limited department assignments.
- Added the ability to invite multiple team members at once.
Dashboard
- Added a Polls feature for team polling.
Drive
- Added email notifications for document creation, updates, and deletion, plus daily and monthly summary emails.
- Added soft-delete (trash) for documents and folders.
- Added charts/analytics on the Drive home page.
Tasks
- Added a performance points system to track team member evaluations.
- Added project summary reports and charts.
Inex
- Added tax calculation support.
- Added daily email reports and bar-chart visualizations for income and expenses.
January 2026
Billing
- Added a Wallet for storing account balance/credit.
- Added export for invoices, and drag-and-drop reordering in the invoice table.
Support
- Added CSAT (customer satisfaction) ratings for tickets, with a leaderboard view.
Drive
- Launched the Drive module — upload, organize, and move files and folders, with a recent-files view.
- Added a spreadsheet tool for creating and editing sheets.
- Added template variables/merge fields, plain-text email support, and template preview.
Tasks
- Added a team timeline and time-tracking view.
- Added lunch in/out time tracking.
- Improved recurring task rescheduling around leave and holidays.
Inex
- Added multi-currency support for expenses and income.
- Added charts for financial data.
- Added budgeting (budget heads).
December 2025
Billing
- Added onboarding, welcome, and payment-confirmation email templates.
- Added the ability to delete a saved card and set a default card.
Dashboard
- Added an early AI chat assistant pilot to the client dashboard.
- Added an API usage/monitoring details page.
Support
- Added a leaderboard for support agent performance.
- Added predefined/canned reply templates.
- Added ticket categories management.
- Added phone number lookup with call analytics for tickets.
Profile
- Added calendar search by email and meeting cancellation, including bulk cancel.
- Launched the Email module — bulk delete, a rich text editor for templates, and filtering.
Tasks
- Added an embedded spreadsheet (Sheets) tool within projects.
- Added bulk/batch task creation with progress tracking.
- Added bulk delete across checklists, documents, modules, projects, tasks, and releases.
- Added the ability to migrate/reassign users between projects.
- Added task templates.
- Added CSV export for tasks.
Inex
- Added a budget tracking feature.
November 2025
Billing
- Added a Wallet page.
- Added an activity log for invoices and a dedicated refund flow.
Support
- Added the ability to merge duplicate support tickets.
- Added labels for tickets.
- Added snooze/reminders for tickets.
- Added phone number lookup for tickets.
Team
- Added departments with configurable permissions.
- Added bulk status change and bulk delete for user accounts.
Payment
- Added fields for discount and tax ID at checkout.
Tasks
- Added a Release Management panel to track release versions and progress.
- Added settings to control task-related email notifications.
- Improved document attachments (upload and management) for tasks.
- Added a Form Builder for creating custom forms.
- Added keyboard shortcuts.
Drive
- Added like/dislike reactions and content suggestions on documents.
- Added an AI content-quality score and Flesch readability score to the publishing checklist.
Inex
- Added draft transactions and bulk upload for transactions.
October 2025
Billing
- Added a subscriptions list and detail view.
- Added the ability to download invoices directly from the invoices table.
- Added support for free/complimentary plans.
Support
- Added a live chat logs view in the dashboard.
Dashboard
- Added module-level permission management.
Tasks
- Added recurring/repeating tasks.
- Added checklists for tasks, including bulk, compliance, and termination templates.
- Added document attachments management.
- Added trash/restore (soft delete) for projects, modules, and tasks.
- Added a team status page.
- Added task sets (grouped tasks).
- Added a shared activity log view with filtering.
- Improved leave management with automatic rescheduling of overlapping leave requests.
September 2025
Team
- Added roles and permissions management.
Dashboard
- Added a calendar module.
Support
- Added initial live chat support.
Billing
- Added the ability to save payment cards on file.
Tasks
- Added trash and leave-management features.
- Added estimated end-time tracking for modules.
Inex
- Added bulk delete for records.
August 2025
Dashboard
- Added a general settings page with custom SMTP configuration, logo/branding customization, and automatic timezone and currency defaults based on country.
- Added navigation for the Marketing, Docs, Team, and Inex modules within the main dashboard.
Account & Login
- Added email-based sign-up.
- Added email verification for new accounts.
Team / HR
- Added bulk edit for team members.
Support
- Added the ability to delete tickets.
- Added an action menu and product tagging on support tickets.
Billing
- Added support for marking invoices as paid.
- Redesigned the billing dashboard.
- Added subscription/pricing plans with a purchase flow.
- Added billing activity logs.
Tasks
- Added automatic status updates for projects and modules once all their tasks are completed.
July 2025
Support
- Added a compliance module for support tickets.
Client Portal
- Added self-service sign-up for the client portal.
- Added a profile page for clients.
- Added a billing view (invoices, transactions, payment methods) inside the client portal.
Billing
- Added the ability to download invoices as PDF.
Tasks
- Added the ability to reassign tasks to another team member.
- Added overdue and upcoming task filters.
Profile
- Added initial Google Calendar sync for bookings.
- Added general settings, including custom SMTP configuration, for the booking module.
June 2025
Account & Login
- Added a forgot-password flow for both admin and client accounts.
Team / HR
- Added the ability to edit, delete, and reset passwords for team members.
- Added employee ID and profile photo fields for team members.
Clients
- Added the ability to create client accounts with company details.
Support
- Added BCC support for ticket email replies.
- Added the ability to block/restrict a ticket.
- Added file attachment support for tickets.
- Added activity logs for the support module.
- Added department-level visibility controls for support tickets.
Client Portal
- Launched the client portal, with login, sign-up, and password-reset flows.
- Added a support ticket view for clients.
Billing
- Added OTP verification for first-time billing portal access.
- Added an activity timeline for orders.
- Added the ability to save orders and transactions as drafts.
Tasks
- Added bulk task creation.
- Added activity logs for projects and modules, feeding a dashboard API.
Platform
- Extended the in-app release-notes page to the support dashboard.
Profile
- Added filters for booking status.
- Added activity logs for bookings.
- Added time zone support for meeting scheduling.
May 2025
Account & Login
- Added login alert emails for new sign-ins.
- Added password-reset alert emails.
Team / HR
- Added OTP verification for team member invitations.
Billing
- Added automatic tax calculation for invoices.
- Added inline editing for payments and invoices.
Tasks
- Added recurring tasks.
- Added comments with image attachments and emoji reactions on tasks.
- Added activity logs tracking task name/description changes.
Platform
- Added an in-app release-notes page to the task module.
Profile
- Launched meeting booking/scheduling with real-time slot blocking.
- Added post-meeting ratings.
- Added recurring meeting bookings.
- Added Slack notifications for new bookings.
- Added file attachment support for bookings.
April 2025
Inex
- Added an approval workflow for expenses.
March 2025
Account & Login
- Added OTP verification for sensitive account actions.
Support
- Added email reply support with multi-inbox (IMAP) integration.
February 2025
Team / HR
- Added department-based roles and permissions for admin accounts.
January 2025
Inex
- Added invoice tracking.
- Added opening and closing balance tracking.
December 2024
Inex
- Added duplicate-prevention validation when creating vendors, sources, currencies, categories, and expense heads.
- Added an expense graph/visualization on the home page.
- Added activity logs for the Inex module.
- Added a trash/recycle-bin for deleted expense records.
- Added PDF support for bill uploads (extending the earlier image upload).
- Added category and subcategory organization for expenses.
November 2024
Inex
- Added recurring subscription tracking for expenses.
- Added the ability to upload bill images/receipts for expenses.
- Added date-range filters for expense reporting.
October 2024
Inex
- Added bulk edit for expense records.
- Added CSV upload for importing expense data.
- Added filters by category, currency, source, and vendor.
- Added protection against deleting vendors, categories, sources, currencies, or expense heads that are still referenced by existing expenses.
This page covers major, customer-visible changes. Smaller fixes and behind-the-scenes improvements ship continuously and aren't all listed here.