Inbox & calls updates

Workspace369 shipped 13 Inbox & calls updates; the latest, on November 4, 2026, is Send email from your own app with the Workspace369 email API.

  1. Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time

    October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM

    Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup.

    • Get paid more ways: Flash Pay, payment methods, tips, retainers and autopay
    • No-show fees and tips for online bookings
    • A new proposal builder, pick-one packages and Write with AI
    • Pick a cover for your proposal
    • Google events, Meet on every plan, no-show status and services on events
    • Deeper online booking: approval by day, team members, limits, one-time links and a clearer setup
    • Set up your CRM with AI and turn client notes into follow-ups
    • AI lead scoring labels new requests hot, warm or cold
    • AutoPilot chat, approvals for connected AI apps and the ChatGPT plugin
    • Client emails in your brand, a calmer Emails inbox and AI writing help
    • Reusable text messages with a default for each message type
    • Workflows with decisions, drafts and project triggers, and webhooks on every plan
    • Messages on the client portal, and an easier way to style it
    • Appointments on the client portal
    • Hide the Powered by Workspace369 credit
    • A new Home, guided setup, linkable settings and clearer plan prompts
    Read the release notes
  2. Billing & paymentsInbox & callsProposals & contracts

    Client emails now arrive in your brand, and signatures get a proper editor

    Invoice reminders, proposals, receipts and e-signature emails go out in your workspace's look from your mailbox, with a richer signature editor and a clearer reply box.

    • Client emails in your own look, from your own mailbox
    • Choose your email layout and signature card
    • A signature editor that does the work for you
    • A reply box with a real Send button and shortcuts
    Read the release notes
  3. Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM

    August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view

    Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.

    • Connect Claude, ChatGPT or any AI app to your workspace
    • AI AutoPilot chat shows what it will change before it changes it
    • A Gantt timeline for your boards
    • Your own task order
    • Better email in the inbox: several recipients, quoted replies and forwards
    • Workflows that stop when the job is done
    • Give team members access to specific projects
    • Richer client profiles, and an archive instead of delete
    Read the release notes
  4. Inbox & callsWorkspace & team

    May 2026: email in your inbox, multiple phone numbers and clearer team permissions

    Write and preview email from the inbox, run several email addresses and phone numbers, delete and block safely, and set team permissions with role presets.

    • Write, preview and send email without leaving your inbox
    • Several email addresses, each with its own auto-reply
    • Delete, mute and block without losing anything by accident
    • Use more than one phone number for texts and calls
    • Set what each team member can do with role presets
    Read the release notes
  5. Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time

    March and April 2026: a new proposal builder, intake forms and project profitability

    A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.

    • Build several intake forms, each with its own design and follow-up
    • A visual proposal builder with themes, deposits and tracking
    • See what each project earns and who owes you, by how late they are
    • Texts, calls and voicemail next to your email, with transfer and analytics
    • Teach Workspace AI about your business with a knowledge base
    • A rebuilt products and services catalog
    • Faster task boards: filter chips, search and kanban zoom
    Read the release notes

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