Windows-wide SOP recording
Browser recording is live. A broader Windows recorder for actions across desktop applications is planned for a later phase.
Roadmap
Coming soon
These are planned or exploratory items. Anything listed here is intentionally separate from the live feature list so users can tell what is available now.
AI insights and recommendations
Future reporting ideas include AI-assisted summaries and suggested next actions. These are not part of the live CRM yet.
Expanded SOP publishing controls
More controls for customer-facing SOP links, branded views and permission rules are being shaped around real support usage.