Changelog

What’s new in GuardenerAI

Latest release: October 2026

Every entry is a release that reached the product, dated the day it went out. Small fixes and behind-the-scenes work are left out.

October 2026

  1. Meetings and booking links

    Share a booking link with your own availability, and connect Google or Outlook calendars with two-way sync, so a booked slot lands on the right calendar and a busy one never gets offered.

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September 2026

  1. API keys and an MCP server

    Admins can create API keys in Settings and connect your own tools to records, invoices and payments. The same API is available as an MCP server, so Claude and other agents can work in your workspace.

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  2. WhatsApp through the Cloud API, and a dashboard of your own

    Connect WhatsApp directly through Meta’s Cloud API: set up the sender, build templates, send them and receive replies. Each person can now arrange their own insights dashboard, reports are renamed Custom Reports, and the email designer takes image uploads.

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August 2026

  1. Store customers in your CRM

    Customers from Shopify, WooCommerce, BigCommerce and Squarespace sync into the CRM, and abandoned Shopify checkouts arrive as leads you can follow up. Marketing emails now carry a plain-text version too.

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  2. Tabs that remember where you were

    Workspace tabs keep their filters and show the record’s name, so moving between several records stays easy. The healthcare layout became an opt-in starter kit.

  3. Customer portal and industry starter kits

    Give customers a portal with announcements, files and forms. Starter kits set a workspace up for an industry with ready-made objects, fields, views and sample data.

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  4. Spanish and French, and your own wording

    The app and its help are available in Spanish and French. Admins can change the wording people see and rename objects to match how the business talks.

  5. Marketing: journeys, segments and three channels

    Build segments from your CRM, send campaigns by email, SMS or WhatsApp, and set up journeys that move each person along at their own pace.

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  6. Choose and change your plan in the app

    Pick a plan, pay and renew from inside the app.

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July 2026

  1. Reply from a list, and more for the assistant

    Reply to an email straight from a list. The AI assistant can now work with workflows and marketing, campaigns can add members by filter, and every user has a login history with lockout after repeated failed attempts.

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  2. Gmail and Microsoft 365 mailboxes

    Connect a Gmail or Microsoft 365 mailbox with a secure sign-in instead of a password, and add images and attachments to email templates.

  3. Works on your phone, and richer chat replies

    The CRM is usable on a phone browser. Assistant replies are formatted, and records it mentions appear as cards you can open.

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  4. Visual workflow builder and pipeline boards

    Lay out workflows on a canvas, step by step. Opportunities get a board view with pipeline stages you configure.

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  5. Letterheads for documents you send to sign

    Put your letterhead on documents sent for signature, and signers get a preview that works on a phone.

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  6. E-signatures

    Send documents from a template, let customers sign without creating an account, countersign, and keep a sealed copy with its evidence trail. Email one-time codes arrive as a second sign-in factor.

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  7. More of the ledger, and help inside the app

    Accounting adds payables, periods, statements, bank reconciliation and tax. A user manual and a setup assistant now live inside the app.

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  8. Test copies of your workspace

    Make a test copy of a workspace to try changes safely, and reset business data when a trial setup is done.

  9. Data migration, guided

    A migration wizard and chat assistant map an older system’s fields onto yours, with suggested mappings, a plan you check, and results you can review. Workspace configuration can be exported and imported too.

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June 2026

  1. Card payment links on invoices, and your own mailbox

    Customers can pay an invoice by card from a payment link you send them. Teams can also send through their own SMTP mailbox.

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  2. Import jobs you can track

    CSV imports can insert, update or match existing records by External Id, and every import job keeps its history and a row-by-row result file. The assistant can run imports too.

  3. Multi-factor policy per workspace

    Admins can require multi-factor authentication for everyone in the workspace.

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  4. Files in chat

    Preview files in the app and attach them to a chat with the assistant by typing #.

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  5. A faster grid and new record pages

    Lists move to a modern data grid, and record pages are redesigned.

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  6. Reports

    Build reports across your records.

  7. Cases for customer support

    Track support requests as cases alongside the customer’s other records.

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May 2026

  1. Accounting

    A double-entry ledger, switched on per workspace, so invoices and payments post to real books.

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  2. Invoices and time tracking

    Raise invoices from the CRM, and track time against tasks.

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  3. Workspace tabs

    Open several records side by side in tabs, the way you work in a browser.

  4. Field history

    Every record gets an Activity tab showing who changed which field, from what, to what, and whether the change came from a person, an import, the API or the system.

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  5. Validation rules

    Stop a bad record being saved with rules you write for your own data.

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  6. The core CRM

    Leads, persons, companies, opportunities and tasks, with custom objects for whatever else your business tracks.

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April 2026

  1. Duplicate management

    Duplicate rules flag or block a likely match, and flagged pairs wait in a review queue to merge.

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