Product updates

Recent Workspace369 product momentum.

A current snapshot of major product areas added or expanded through 2026 across automations, inventory, proposals, AI, inbox, voice, requests, and reporting.

Release map
AIknowledge and writing
Voicecalling and voicemail
Opsautomation and reporting

Automation engine, inventory hardening, and profitability work

Workspace369 expanded the operational backbone with automation execution, logs, test runs, inventory tracking, low-stock alerts, and project profitability foundations.

  • Automation execution engine with logs and test runs
  • Inventory stock adjustments, low-stock alerts, reporting, and reconciliation
  • Project profitability and AR aging foundations

Products catalog overhaul and task board improvements

The product catalog and task board experience were modernized for teams that quote, invoice, and deliver from the same data.

  • Products and services catalog overhaul
  • Product activity notes and detail polish
  • Kanban zoom, scroll controls, and board status management

Proposal editor and AI knowledge base

Workspace369 added richer proposal workflows and stronger AI-assisted knowledge features.

  • Proposal editor with themes and engagement tracking
  • Deposit-on-accept proposal workflows
  • AI knowledge base, semantic search, and Ask AI expansion

Unified inbox, VoIP calling, and communications upgrades

The communications suite grew into a shared inbox with email, SMS, voice, voicemail, analytics, compliance, and routing work.

  • VoIP calling, call routing, and transfer improvements
  • Mailbox connections and SendGrid provisioning
  • SMS compliance, campaign registration, inbox analytics, and contact detail panels

Requests, lead capture, and embeddable forms

The website and public intake side of the product gained stronger request capture and embedded form flows.

  • Lead capture requests module
  • Multi-form embed support
  • Public form handling through the workspace public website

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