 Matthew Meszaros
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40740e17a3
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feat: document the campaign lead statuses (queued, processing, done, replied, bounced, unsubscribed) in the campaigns guide
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2026-07-15 17:54:03 +02:00 |
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Matthew Meszaros
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7f895f0f42
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docs: document the inbox agent grounds drafts in the contact's CRM record and skips trivial one-line replies so users understand when a draft appears and what it is based on
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2026-07-14 07:33:47 +02:00 |
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Matthew Meszaros
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1dd1bf7098
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docs: cross-link the inbox agent from the unibox reply-drafts guide so users discover the automatic-drafting option from the manual Draft reply flow, noting it still never sends on its own
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2026-07-14 07:32:46 +02:00 |
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Matthew Meszaros
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56de65380b
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feat: inbox agent that drafts a suggested unibox reply on inbound human replies for human approve/edit/discard - paid + per-org opt-in (organizations.inbox_agent_enabled) feature where the consumer's reply hook, on a non-automated reply, detaches a goroutine (panic-contained, never blocks ingest) that checks entitlement, dedupes via ai_thread_drafts partial unique indexes (one pending per thread, unique source_message_id), pre-checks balance, grounds a reply in the thread history + org voice + skills via generation.Provider.Complete, reserves a draft row then charges 5 credits (idempotency inbox_agent:<draft.ID>, row unwound on a fresh context if the charge fails so no unpaid draft lingers), and emits an org-scoped AI_DRAFT_READY event gated on access_unibox; the agent never sends - only a human POST to /unibox/agent-drafts/:id/approve sends through the normal reply path, claiming pending->approved before send with an approved->pending revert on send failure, alongside list + discard endpoints; plus the unibox awaiting_agent_draft badge + agent_drafts search scope, an AgentDraftCard in the thread view with inline-editable approve-and-send/discard, the workspace settings opt-in toggle, CanUseInboxAgent paid gate, migration 000065, and docs (inbox-agent guide, endpoints, realtime)
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2026-07-14 06:13:27 +02:00 |
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Matthew Meszaros
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a067bf5922
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feat: AI action nodes in automations - ai_classify/ai_extract/ai_generate run one generation.Provider completion per node over the event data and merge the result back as a variable (ai_class, output_keys[], ai_text) so downstream conditions branch on it, charging 1 credit per node with a run_id+node_id idempotency key, refund on provider failure, out-of-credits fails only that node while the run continues, and a per-automation ai_credit_failures counter (migration 000064) auto-pauses a flow after 20 consecutive credit misses; classify/extract run deterministic (temperature 0), dry-run executes AI nodes for real and is charged but never touches the auto-pause lifecycle, provider + credit ledger wired into both backend and consumer integration services, plus the reply-classifier Layer 3 ported off its bespoke OpenAI client onto the platform provider via an injected ModelClassifyFunc (platform-paid, deterministic), a CompletionRequest.Temperature primitive threaded through the OpenAI and Anthropic providers, the flow builder palette/config panels/validation for the three AI steps, and a new AI-steps-in-automations guide
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2026-07-14 05:30:55 +02:00 |
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Matthew Meszaros
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24a932c439
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feat: Warmbly MCP server exposing the tool registry to any MCP client at /api/v1/mcp - a streamable-HTTP JSON-RPC endpoint (initialize/tools/list/tools/call/ping) authenticated by API key, where tools/list reflects only the static tools the key's permission mask allows and tools/call runs them gated by each tool's RequiredAPIPerm, send-class tools are never exposed or callable, per-key rate limits and usage logging apply, and the org's own connected MCP tools are not re-exposed; plus api/mcp.mdx documenting the connection url, bearer auth, the tool catalog, and Claude Code/Desktop and Cursor client configs, linked from endpoints and authentication
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2026-07-13 20:11:21 +02:00 |
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Matthew Meszaros
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2aec6745fa
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feat: connect external MCP servers whose tools the AI assistant can use - ai_mcp_servers table with bearer tokens sealed by the org DEK cipher (never returned) and SSRF-validated https urls, a dependency-free streamable-HTTP JSON-RPC client (initialize/tools/list/tools/call over safehttp dial-time IP blocking with SSE+JSON handling and body caps), an mcp service that discovers tools on connect and contributes only enabled servers' tools to the dashboard agent as namespaced mcp_<server>_<tool> defs that are always write-class and never auto-allowed, a registry DynamicToolSource hook so per-org tools join the agent's tool set and resume executes them through ToolDefs, /ai/connections CRUD gated on manage_settings with an mcp_server audit entity and spine, a Connections settings page to add servers and review/enable discovered tools, and docs
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2026-07-13 20:05:24 +02:00 |
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Matthew Meszaros
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a2f50b6572
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feat: org AI skills (playbooks) that every AI feature loads and follows - ai_skills table (org-scoped, unique name per org, 32KB content cap) with a skills service exposing CRUD plus an enabled-skills preamble injected into the dashboard agent, contact research, and reply-draft prompts and a load_skill read-tool that returns a playbook's full content by name, /ai/skills CRUD gated on manage_settings (JWT) or the AI_AGENT scope (API) with an ai_skill audit entity and spine entry, an AI skills settings page (list rows opening a right-side drawer with name, one-line description, enable toggle, and a markdown body), and docs with two example playbooks
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2026-07-13 19:46:25 +02:00 |
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Matthew Meszaros
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f48d51bf16
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feat: AI contact research agent that gathers cited web findings per contact with sync and background-batch runs - contact_research_runs table plus a strict save_research schema (every signal and public_artifact must carry a url, confidence high/medium/low, signals<=5 hooks<=3, reject-and-reprompt once then fail), a text/template runtime prompt injecting org voice, contact record, objective, and 5-search/6-fetch budgets, a research service that drives search_web/fetch_url through the provider loop and charges 2 credits on save (billable even for nothing_found, refund-free since charged only on save, balance and abuse-cap pre-checked so a capped org never does free work), POST/GET /contacts/:id/research plus a 500-cap /contacts/research/batch draining through a bounded pool of 4 workers over FOR-UPDATE-SKIP-LOCKED claims (no new Kafka), an org-scoped AI_RESEARCH_PROGRESS realtime event gated to view_contacts, APIPermAIResearch bit 23, a ContactEdit Research tab and a ContactsTable bulk Research action, and docs; also org-scopes every credit and research idempotency key so a client-supplied Idempotency-Key can never replay across tenants
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2026-07-13 19:34:11 +02:00 |
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Matthew Meszaros
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8d208d8c41
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feat: org voice profile grounding every AI writing surface plus context-grounded unibox reply drafts - organizations gains product_description/icp_notes/voice_profile (000059) with a manage_settings workspace settings section, generation.BuildVoiceRules and BuildReplyRules fold the humanizer rules and org grounding into every prompt, WritingGenerator.GenerateWriting now takes a VoiceContext and a provider.Complete primitive powers single completions, POST /unibox/reply/draft assembles thread history plus the counterpart contact (custom fields and campaigns) plus the voice profile into a reply-tuned prompt that charges 2 credits with refund-on-failure and a client idempotency key and never sends, a Draft reply button fills the composer, and docs cover the voice profile and AI reply drafts
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2026-07-13 19:04:57 +02:00 |
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Matthew Meszaros
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7f425c1624
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feat: dashboard-wide AI assistant with streamed tool-use runs, per-action approvals, and per-iteration credits - agent_sessions/agent_messages/ai_tool_policies migration, aiagent service runs the M2 registry through the provider loop over a resumable jsonb transcript, streams text/tool-step/approval/done events over SSE, gates write tools behind approve/deny/always-allow (send always per-action) and charges 1 credit per iteration (budget 20, refund on provider failure, out-of-credits 402 insufficient_credits, cap 429 usage_cap_exceeded) with a resume-safe idempotency namespace, provider PreIteration budget hook, /ai/sessions endpoints (cursor list + two SSE runs) gated by membership with tools bound to the member's org-permission bits, APIPermAIAgent bit 22, ai_session audit entity + spine, and a right-side resizable panel (Cmd+I / sparkle button) with streamed text, collapsible tool steps, inline approval and draft-artifact deep-link cards, stop, new chat, and a credits/budget meter; tenancy enforced at the SQL layer and docs for the assistant, endpoints, permissions, and error codes
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2026-07-13 18:46:43 +02:00 |
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Matthew Meszaros
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5d6ed2a068
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feat: AI credit economy with monthly plan grants, non-expiring purchased top-ups, and Stripe billing - two-pool credit_ledger (monthly allowance reset each cycle on invoice.paid, purchased pool via checkout mode=payment fulfilled webhook-only), consume drains monthly-then-purchased, 3 fixed top-up packs, /subscription/credits balance+checkout+paginated transactions gated on manage_billing, one-time trial grant, billing credits card with balance ring and pack buttons, credit_purchase/credit_grant audit entities and spine, wired plan.monthly_credits through pg_plan reads/writes, retry-safe webhook idempotency, and an AI credits guide
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2026-07-13 17:40:20 +02:00 |
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Matthew Meszaros
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d6b7885e8b
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feat: mobile push notifications end to end - APNs provider-token client, device_tokens table with session-scoped register/delete endpoints, a push channel in notification preferences (web + iOS toggles), and Redis-backed immediate-then-digest batching (first event pushes now, bursts summarize when the 5h window closes) wired in backend and consumer, with iOS registration/badge sync and docs for the channel, endpoints, and APNS_* deploy env
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2026-07-13 16:11:15 +02:00 |
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Matthew Meszaros
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9a3551c5ea
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feat: document the sandbox at /development/sandbox/ (quick start, seeded data, architecture of the simulation, env vars, demo script, troubleshooting) and refresh /development/local-development/ with dovecot, the sandbox target, and the emulator host.docker.internal callback note
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2026-07-11 17:31:58 +02:00 |
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Matthew Meszaros
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c3b99e598b
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Merge pull request #64 from warmbly/feature/ios-dashboard-app
Native iOS dashboard app: browsers, onboarding flows, mailbox connect, analytics, branding
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2026-07-11 10:59:59 +02:00 |
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Matthew Meszaros
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07a6777536
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feat: email OAuth callback page gains a native-app fallback - when there is no web opener to postMessage (an ASWebAuthenticationSession has no popup parent) it redirects to warmbly://email-oauth with provider/code/state/error so the iOS app can finish the connect; web popup behavior is unchanged and the docs describe both delivery paths
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2026-07-11 10:13:10 +02:00 |
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Matthew Meszaros
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cc0871d1b8
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feat: contacts search gains an additive lead_status filter plus per-status lead_counts on the first page when exactly one campaign_id is set - the SQL predicates reproduce the read-time status derivation exactly (unsubscribed > bounced > replied > active > pending via LATERAL bool_or rollups), invalid lead_status or multi-campaign combinations return 400, and the web types/table pick up the new lead_counts shape
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2026-07-11 10:11:36 +02:00 |
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Matthew Meszaros
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3acb51df6c
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feat: add server-side status-bucket filtering to GET /campaigns (draft/active/paused/completed, paused matches every paused_* variant, invalid values 400) and a new GET /campaigns-overview endpoint returning status and per-folder counts, with the campaigns API reference and endpoint scope map updated
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2026-07-07 09:40:27 +02:00 |
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Matthew Meszaros
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13f193d91e
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feat: unibox list filters - from now matches sender addresses by case-insensitive substring as documented, and a new uncategorized=true param returns only threads with no labels, documented in the unibox API reference
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2026-07-07 05:56:47 +02:00 |
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Matthew Meszaros
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a20ba926cb
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feat: add native Apple/Google sign-in to the backend - POST /auth/apple and /auth/google exchange provider-signed ID tokens for sessions, GET /auth/providers exposes configured providers for app discovery, with a JWKS-verifying idtoken package, auth config, stable error codes, and API/security docs
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2026-07-07 05:56:35 +02:00 |
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Matthew Meszaros
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6df48f626e
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chore: update the README top banner to the new Figma branding export (1600x533 JPG, ~108KB, smaller than the previous banner)
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2026-07-06 06:28:11 +02:00 |
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Matthew Meszaros
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041ae5afd5
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feat: resolve inbound bounce events back to the original campaign send by message id and record them idempotently through the deliverability pipeline (suppression, campaign progress, breaker), and document permanent-only bounce detection
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2026-07-04 11:36:47 +02:00 |
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Matthew Meszaros
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1e8236d685
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feat: only reply to warmup messages received between 45 minutes and 7 days ago so replies follow a plausible read, and document the human-behavior timing model in the warmup guide
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2026-07-04 11:27:36 +02:00 |
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Matthew Meszaros
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4fe0689d50
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feat: document the Graph-backed Outlook connection and the recipient-side warmup folder categorization in the mailboxes and warmup guides
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2026-07-04 08:07:50 +02:00 |
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Matthew Meszaros
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36bfaf2e71
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Merge pull request #55 from warmbly/automation-realtime-editing
Dashboard-wide real-time collaboration: live cursors, collaborative canvases, sticky positions, and live CRM
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2026-07-02 20:43:36 +02:00 |
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Matthew Meszaros
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76d7e09c29
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feat: document the cursor-chat permission gate and the live:select keep-alive and expiry semantics in the realtime API reference and the collaboration guide
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2026-07-02 20:33:44 +02:00 |
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Matthew Meszaros
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6d1944a19c
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feat: mention live selection outlines and the / cursor chat in the automation builder and sequence editor guides so the builder docs match the shared-canvas behavior
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2026-07-02 20:00:50 +02:00 |
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Matthew Meszaros
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b00e307d6a
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feat: document cursor chat, the live:select selection event, and jump-to-teammate in the realtime API reference and the collaboration guide
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2026-07-02 07:40:07 +02:00 |
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Matthew Meszaros
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d87ada8b92
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feat: document end-to-end live CRM collaboration (deal moves, task changes, pipeline edits, in-progress drag highlight) in the collaboration guide
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2026-06-30 19:18:55 +02:00 |
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Matthew Meszaros
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49ffcec432
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feat: document the live:patch event, cursor avatars, and live CRM deal-board moves in the realtime reference and collaboration guide
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2026-06-30 10:34:14 +02:00 |
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Matthew Meszaros
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7237a7500c
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feat: document dashboard-wide live cursors, collaborative builder canvases, and sticky card positions across the collaboration, automations, and sequences guides
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2026-06-30 10:06:58 +02:00 |
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Matthew Meszaros
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8ff5d173ba
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feat: document the live-collaboration channel events and the automation/sequence layout endpoints in the realtime and endpoints API reference
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2026-06-30 10:06:58 +02:00 |
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Matthew Meszaros
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cbd465eba0
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feat: add the customer-facing Make integration guide (triggers, actions, searches) and register it in the guides navigation
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2026-06-30 06:14:03 +02:00 |
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Matthew Meszaros
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d5bce77123
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feat: document the resource-based layout and the full Zapier trigger/action/search catalog in the README and customer guide
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2026-06-29 06:37:20 +02:00 |
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Matthew Meszaros
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f2f13e8a90
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feat: document the new Zapier edit and delete actions, widened scopes, and destructive-action caution
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2026-06-29 06:21:41 +02:00 |
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Matthew Meszaros
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f6d3ff600a
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feat: document the GET /v1/me credential-verification endpoint in the API authentication guide
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2026-06-28 19:28:04 +02:00 |
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Matthew Meszaros
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34fb2a77d6
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feat: add customer-facing Zapier guide covering triggers, actions, searches and register it in the guides nav
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2026-06-28 19:10:18 +02:00 |
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Matthew Meszaros
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90aab1acee
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feat: document the GET /v1/me identity endpoint in the API endpoint scope map
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2026-06-28 19:09:37 +02:00 |
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Matthew Meszaros
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0baa48991b
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Publish development docs to docs.warmbly.com
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2026-06-28 13:25:08 +02:00 |
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Matthew Meszaros
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7813d173b1
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Move development docs to docs/development/
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2026-06-28 12:25:08 +02:00 |
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Matthew Meszaros
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8e3445e4b8
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Refresh README with mailboxes screenshot and warmup focus
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2026-06-28 12:02:02 +02:00 |
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Matthew Meszaros
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a1cb25fc1d
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Update README and assets with new banner and dashboard screenshots
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2026-06-28 11:43:47 +02:00 |
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Matthew Meszaros
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4187d15dd0
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feat: document the referral program guide and the referral and applied-discounts API endpoints in docs
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2026-06-28 05:10:04 +00:00 |
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Matthew Meszaros
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ce45ba02d9
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docs: document the webhook platform and OAuth app webhooks, add the webhooks guide, and update the endpoint scope map
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2026-06-15 08:11:53 +02:00 |
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Matthew Meszaros
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2c910dcdeb
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feat: make a campaign step's Original a first-class weighted A/B arm driven by a single draggable traffic-split bar, persisting the control share as an is_control variant row
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2026-06-15 08:11:53 +02:00 |
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Matthew Meszaros
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c5dfa5e4e7
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feat: remove the HTTP-request action from campaign steps and automations in favor of signed webhooks, keep fire_event for custom payloads, and drop the now-unused outbound quota plumbing
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2026-06-15 08:11:35 +02:00 |
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Matthew Meszaros
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c1bd391ceb
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docs: add a dependency-free realtime gateway reference client (connect, HELLO, heartbeat loop, seq resume, intents incl CUSTOM), a close-codes table, and OAuth-access-token auth
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2026-06-14 11:02:12 +02:00 |
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Matthew Meszaros
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ab24d8bbc8
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feat: add a 'Fire event' action and campaign step that publish custom events to the realtime gateway (no public URL), an HTTP-request campaign step, a configurable automation dry-run test with per-step toggles, and fix the false 'updated by a teammate' toast on your own save
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2026-06-14 09:52:49 +02:00 |
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Matthew Meszaros
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fcdb31cda7
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feat: OAuth apps always issue a client secret (drop the public/PKCE-only client type, secret required for the token exchange), add an app-logo upload endpoint, and align the docs to OAuth2 with optional PKCE
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2026-06-14 09:52:49 +02:00 |
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Matthew Meszaros
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0fe1401f8b
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feat: document the OAuth 2.1 authorization server (new api/oauth.mdx flow guide, authentication + permissions + endpoints scope-map updates, meta registration)
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2026-06-13 14:10:11 +02:00 |
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