Guides
  1. Release-Notes

June 2026

Updates shipped to Sophie in June 2026.

June 2026

New capabilities, fixes, and improvements shipped to Sophie in June 2026.

Added

  • Sophie Super Search — anchored topbar design (Jun 30)
  • Configurable, scrollable clients roster with contact columns and CSV export (Jun 30)
  • Financial value-provenance breakdowns, shared primitives, collapsible Sophie panel (Jun 30)
  • Bulk client import (Jun 30)
  • Background bulk client import (CSV/XLSX) with mapping, preview, and shelving UI (Jun 29)
  • Broadcast pacing (token bucket) + rollup dedup (Jun 29)
  • Email ChannelAdapter (SES/SMTP/Nango config-selected) (Jun 29)
  • Audience Resolver + per-recipient broadcast fan-out (Jun 29)
  • Broadcast CRUD + estimate + confirm gate (Jun 29)
  • Agent notification class + needs_human advisor bridge (Jun 29)
  • Slack/Teams ChannelAdapter wrappers — Phase 2 unification (Jun 29)
  • In_app ChannelAdapter — SSE push + read receipt (Jun 29)
  • Push/sms/voice ChannelAdapter stubs — interface-complete, disabled v1 (Jun 29)
  • Summarize conversations into titles and show full title on hover (Jun 29)
  • Delivery-guarantee FSM + ChannelAdapter port (Jun 29)
  • Broadcasts + consents + notification_preferences schema (0057) (Jun 29)
  • Needs-attention ranked page (Jun 29)
  • Postgres idempotency store for PlatformBus (Jun 29)
  • Read API + SSE + ranking + receipts + DLQ redrive (Jun 29)
  • Urgent screen-block + restrained sensitive mode (PRODOLD-437) (Jun 29)
  • Notification settings — anti-mute controls (529-530) (Jun 29)
  • Bell + Center slide-over (PRODOLD-434) (Jun 29)
  • Scheduled_messages timer + leader-elected sweeper (Jun 29)
  • CommSvc producer core — emit + dispatch + routing cache + audit (Jun 29)
  • PlatformBus port + NATS JetStream adapter + worker refactor (Jun 28)
  • Notification design-system primitives (Jun 28)
  • Expose channel/language prefs in client_profile_read + Communication Backbone prompt uses formatter tools (Jun 27)
  • Layer-1 channel formatter tools bound to the Communication Backbone (Jun 27)
  • Layer-1 render contracts + generic base card for new comms channels (Jun 27)
  • Configurable, scrollable clients roster with contact columns and CSV export (Jun 26)
  • Add /add-nango-connector-to-sophie (Jun 23)
  • Integrate Google Docs, Google Sheets & NetSuite (Batch 3) (Jun 23)
  • Sophie Readiness redesign — senses, readiness meter, security center (Jun 23)
  • Show only Nango connectors on /connectors page (Jun 23)
  • Continuous-improvement loop (capture, curate, re-run) (Jun 23)
  • Activation-ladder artifact (865) + companion-home service (867) (Jun 23)
  • Golden-set regression harness (release-gating) (Jun 23)
  • Adversarial and safety test suite (Jun 23)
  • Day-zero turn behaviors — empty-state (864), nudge rules (866), continuity (868) (Jun 23)
  • Add 13 Nango integrations (CRMs, doc sources, Microsoft, Granola) (Jun 23)
  • Wire day-zero regulatory corpus into the coaching shelf (Jun 23)
  • Coaching-quality rubric (five dimensions, thresholds) (Jun 22)
  • Coaching corpus taxonomy, shelf schema, and jurisdiction tagging (Jun 22)
  • Sophie Coaching Agent Core — backbone agent, degradation bus, classifier, ethics/redaction, tools+memory (Jun 22)
  • Wire ImportShell to live API behind NEXT_PUBLIC_IMPORTS_LIVE (Jun 22)
  • Internal-bypass X-Internal-User-Id + web SDK upload method (Jun 22)
  • Collapsible Rail + Workspace mega-flyout (Jun 22)
  • Widen the conversation column (Jun 22)
  • Typed web API client SDK for /api/imports (Jun 22)
  • Nine imports.* LLM calls on the gateway, each with a tested deterministic fallback (Jun 22)
  • Nango integration — Redtail CRM sync (v1) (Jun 22)
  • GenerateObject — structured-output helper on the gateway adapter (Jun 22)
  • Shelve + Sophie finish — Step 4 (Phase 1 screens complete) (Jun 22)
  • Preview flip-through — Step 3 (Jun 21)
  • Teach by example — Step 2B (Jun 21)
  • Catalog table — Step 2A (default match direction) (Jun 21)
  • Route + ImportShell chrome + Dock screen (Step 1) (Jun 21)
  • Typed session reducer + localStorage persistence (Jun 21)
  • Handoff + shared deterministic core (Phase 1 foundation) (Jun 21)
  • Add Nango hosted MCP server (Jun 19)
  • Migrate left nav to The Rail (takeover model) (Jun 18)
  • Redesigned engagement workspace (Jun 16)
  • Rename Projects to Engagements at the UI/API boundary (Jun 16)
  • Surface briefings in the workspace (Jun 16)
  • Wire Try-with-AI suggestion (Jun 16)
  • Inject engagement memory + knowledge into chats (Jun 16)
  • Thread projectId into inference state (Jun 16)
  • Link new chats to their engagement (Jun 16)
  • CreateConversation persists projectId (Jun 16)
  • Per-firm S3 document layout + inline viewer (Jun 16)
  • Animated engineering onboarding guide (Jun 16)
  • Rich contextual wait indicator during tool→response gap (Jun 16)
  • Inject behavioural guidance into every question (Jun 16)
  • Idempotent re-chunking + admin reprocess endpoint (Jun 16)
  • Animated indicator + elapsed counter for post-tool generating phase (Jun 16)
  • Show thinking dots before Sophie's first token (Jun 16)
  • Wire org name editing and workspace rename (Jun 16)
  • Explicit dd-trace injection opt-in — dev+stage values (Jun 10)
  • Provision-test-user runbook skill (Jun 10)
  • Full profile card + redaction guard on Sophie output (Jun 10)
  • Emit chart attachments for portfolio_read and market_data tool results (Jun 9)
  • Route BH chunk to Sophie Behavioral Agent (Jun 9)
  • Seed Sophie Behavioral Agent (BH chunk) (Jun 9)
  • Financial_profile aggregation tool (Jun 9)
  • Behavioral_score builtin tool (Jun 9)
  • V1.2 model scoring runner (Jun 9)
  • Client communication corpus fetcher (Jun 9)
  • SCD Type 2 behavioral profile writer (Jun 9)
  • Advisor-level communication seed + client-aware ingestion (Jun 9)
  • Vendor Sophie v1.2 model + prompt loader (Jun 9)
  • Mission Control knowledge seed from fixtures (W4) (Jun 9)
  • Wire acquisitions upload UI (W1) (Jun 9)

Fixed

  • Make .next/cache writable for non-root nextjs user (Jun 30)
  • Make .next/cache writable for non-root nextjs user (Jun 30)
  • Use client_needs_attention type + correct Citation shape + DB import (Jun 29)
  • Correct Citation shape, RowList access, and nodemailer types (Jun 29)
  • Use client_needs_attention type + correct Citation shape + DB import (Jun 29)
  • Upgrade nodemailer to v9, fix ESM interop, remove @types/nodemailer (Jun 29)
  • Correct suggestedAction shape to use kind/href per SuggestedAction interface (Jun 29)
  • Correct suggestedAction shape to use kind/href per SuggestedAction interface (Jun 29)
  • Correct Citation shape, RowList access, and nodemailer types (Jun 29)
  • Correct Citation shape, RowList access, and nodemailer types (Jun 29)
  • Use client_needs_attention type + correct Citation shape + DB import (Jun 29)
  • Use client_needs_attention type + correct Citation shape + DB import (Jun 29)
  • Green dev — Next page-export + stale Topbar tests (Jun 28)
  • Bound lock/statement timeout in tenant migrator (deploy-hang regression) (Jun 26)
  • Export only agentic/LLM spans to Arize (Jun 24)
  • Repair Nango integration tests and cover the 8 non-Redtail connectors (Jun 23)
  • Activate next.config + env-aware login-page font host (Jun 22)
  • Keep .nango folder marker so clean checkouts compile/deploy (Jun 22)
  • Open new conversations in a fresh thread (Jun 22)
  • Drop .js extension on relative import (Next build) (Jun 21)
  • Workspace blank — dashboard hook unwrapped wrong key (Jun 17)
  • Route dev->local onboarding drift to reprovision (Jun 16)
  • Stop duplicate client binders in demo seeding (Jun 16)
  • Breathing animation on final label + prominent timer counter (Jun 16)
  • Continuous timer and non-repeating message sequence in GeneratingIndicator (Jun 16)
  • Log hygiene — JSON/info by default, pretty and SQL logging opt-in (Jun 10)
  • Disable admission controller — control plane cannot reach webhook (Jun 10)
  • MutateUnlabelled so admission handlers honor the lib-version annotation (Jun 10)
  • Clear composer on send + auto-grow textarea to 4 lines then scroll (Jun 10)
  • Never surface behavioral_score as a hard error; cached-profile fallback (Jun 10)
  • SSE keepalive heartbeat to prevent HTTP/2 idle reset (Jun 10)
  • Wire acquisitions re-route/override, audit log, and just-shelved (Jun 10)
  • Persist chunk_count when chunking completes (Jun 10)
  • Cached responses pre-create + persist the conversation and emit its id, so cache hits navigate like live answers (Jun 10)
  • Sync mode so updated seed definitions reach existing tenants (Jun 10)
  • Emit conversation id before streaming so the client navigates to the new conversation immediately (no frozen home screen) (Jun 10)
  • Resolve comms by client name, not tenant clients.id (Jun 10)
  • Route post-meeting recaps to CO (summary + warm follow-up) instead of CRM writes (Jun 10)
  • Stop inner scoring LLM from streaming raw JSON into agent output (detach callbacks, streaming:false) (Jun 10)
  • Wire acquisitions approve/shelve flow end to end (Jun 10)
  • Copy v1.2 model .md assets into dist so loadBehavioralModelPrompt works in prod (Jun 10)
  • Return markdown summary from behavioral_score + hard no-JSON output rule (Jun 10)
  • Compact behavioral_score return, prompt discipline (no raw JSON, single call), CRM financial_profile guidance (Jun 10)
  • Route data-asks to data agents + name resolution for Compliance/Data backbones (Jun 10)
  • Keep follow-up turns on the conversation's chunk + history-aware classification (Jun 10)
  • Seed agents with default model_id; copy Sophie Behavioral Agent to tenants (Jun 10)
  • Make client-seed work natively in dev cloud (Jun 10)
  • Make email drafting deterministic — draft first, mandatory intro/outro (Jun 9)
  • Clamp model band/gate strings to varchar limits; add verify script (Jun 9)
  • Bind profile writer to rich tenant-scoped behavioural table (Jun 9)
  • Seed agents with model_id and harden email_draft recipient resolution (Jun 9)
  • Query public documents+knowledge_bases with tenantId for comms corpus (Jun 9)
  • Jsonb params double-encoded by bare ::jsonb casts — broke backbone routing, @> filters, metadata merges (Jun 9)
  • JetStream consumer never attached — add deliver_subject (Jun 9)
  • Unblock signup → onboarding → chat flow (Jun 9)
  • Make demo-client seeding best-effort so onboarding completes (Jun 9)
  • Prevent tenant search_path leak onto pooled connections (Jun 9)
  • Make local/demo tenant provisioning + backbone seeding work (Jun 9)

Improved

  • Migrate remaining claim reads to readAuthClaim (Jun 16)
  • Hash-idempotency short-circuit + first-write test (Jun 9)

Updated about 1 month ago

Did this page help you?