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Weekly updates

What we build.
And when we ship it.

Our engineering team is moving at full speed to build the future of consulting with AI. Every week, we show here what changed in the product — no fluff.

New update every Friday
Latest week

Updates for Sep 14 – Sep 18, 2026

Accessibility improvements, read-only permissions, new pages, and important fixes for your daily work.

  • new

    New product pages

    You can now explore Project Management, CRM, and Intelligence features on dedicated pages with real usage examples.

  • improved

    Organized meeting integrations

    Google, Read.ai, and Granola integrations are now in a single list, with connection status and settings in one place.

  • new

    Import meeting transcripts

    You can paste or upload a transcript file and automatically turn it into a meeting with notes, tasks, and insights.

  • improved

    Integrations tab open to members

    Team members can now access the Integrations tab, even though some actions remain restricted to admins.

  • improved

    Read-only mode across areas

    Users with read-only permission no longer see write buttons that would be blocked later, preventing frustration and errors.

  • fix

    Instant updates without refreshing

    Screens now update automatically when Consultor AI makes changes, with no need to press F5.

  • fix

    Consultor AI reply notifications

    You get a notification when an agent reply is ready, even if you're browsing another part of the system.

  • improved

    Clearer charts and tables

    Visual tweaks to funnels, contact lists, and dashboards make information easier to read and navigate.

September 2026

Updates for Sep 7 – Sep 11, 2026

New support features with real-time indicators and file library, fixes in the agent chat and improvements in methodologies and HR.

  • new

    New support features

    You now see when the customer is typing, can annotate specific messages and access a file library in the support conversation.

  • new

    Renewed support team

    The agents screen gained search, photo, last access and conversation statistics per person.

  • new

    Support notification sound

    Play a sound when a new customer message arrives in support, with options to choose the sound and turn it on or off.

  • improved

    Support queue cards

    The cards and the customer side panel were redesigned with avatar, urgency stripe and company logo.

  • new

    Edit SOP in Structure

    The SOP fields generated by AI can now be edited in the activity details modal.

  • fix

    Fixes in the agent chat

    We fixed layout problems on mobile, clipped responses and questions that were saved without text.

  • fix

    No more text confirmation for the agent

    Deleting or changing data will never ask for text confirmation again, the approval card is the confirmation.

  • new

    Create project from offering

    You can create a project directly from a methodology offering using the agent.

August 2026

Updates for Aug 31 – Sep 4, 2026

This week brought improvements to HR, CRM, meetings, projects, and permissions, plus fixes for forms, mobile, and accessibility.

  • new

    Reading history by instrument in HR

    You can now see the reading history by instrument (RIASEC, DISC, etc.) and the counter shows how many submissions are pending.

  • improved

    HR tabs grouped into Recruitment and Team

    HR tabs are now organized into two groups: External recruitment and Internal team, making the distinction visible on screen.

  • fix

    Generic internal team link no longer becomes a candidate

    Anyone responding through a link without a job opening now joins as an internal collaborator, not as a candidate.

  • fix

    Create contact button hidden for read-only users

    Users with read permission in CRM no longer see the create contact or organization button.

  • improved

    Confirmation before deleting pillar, deliverable, or stage

    When deleting an item from Structure, a confirmation modal explains what will be deleted.

  • improved

    Meetings with compact sources and simplified card

    The sources panel became a compact bar, and meeting cards show actions only when expanded.

  • improved

    Analytics reorganized into tabs

    The Analytics screen now has Team, Hours, and Clients tabs, with descriptions and clicking on consultants.

  • fix

    Mobile and accessibility fixes

    Several screens (courses, blog, projects, settings) were adjusted for better mobile navigation and text contrast.

Updates for Aug 24 – Aug 28, 2026

Improvements to Calendar, Meetings, CRM, member area and checkout. See what changed for your daily work.

  • new

    Meetings all in one place

    You now find all your meetings on a single page, with project and lead association, minutes, critique and next-meeting suggestions.

  • improved

    Clearer calendar on mobile

    The member filter becomes a compact selector and each consultant's color stays fixed, making it easier to read on your phone.

  • new

    Documents attached to contacts and deals

    You can attach the same file to contacts, companies and deals, keeping everything organized without duplicating the document.

  • new

    Checkout with payment choice

    Your customers can choose between card and Pix, with installment options on card and a customizable thank-you page.

  • improved

    Member area with carousel and news

    The member area home now has a content carousel, a news banner and resumes where you left off.

  • fix

    WhatsApp audio transcribed

    Voice messages received on WhatsApp are now transcribed so the agent understands and replies correctly.

  • fix

    Fixes in chat and on mobile

    Chat no longer zooms on mobile, the skills and mentions menu no longer gets cut with the keyboard open, and save buttons appear on any screen.

  • improved

    Integrations organized by category

    The integrations screen now has tabs with real logos, making it easier to find Google, Read.ai, Payments and WhatsApp.

Updates for Aug 17 – Aug 21, 2026

New calendar views, permissions and customization in the Client Portal, plus fixes in WhatsApp and projects.

  • new

    Agenda with Day, Week, Month views

    The Agenda tab now has a grid calendar with day, week and month views and a current-time line.

  • improved

    Agenda filter and new event

    The Agenda filter is simpler and the create-event modal was fixed.

  • new

    Pick multiple meeting folders

    You can select and track several Google Meet folders at once, not just one.

  • new

    Filter meetings by attendee

    Now you filter meetings by who attended, not only by who synced them.

  • new

    Client checks off to-do items

    People with collaborative access can check and uncheck the checklist items of their own task.

  • improved

    Checklist visible in Client Portal

    Task checklists now appear for the client in the Portal.

  • improved

    Customize Portal invite email

    You can customize the Client Portal invite email with blocks, colors and preview.

  • fix

    Fixes in projects, profile and WhatsApp

    We fixed errors when creating projects, deleting tasks, saving profile photos and sending WhatsApp messages and files.

Updates for Aug 10 – Aug 14, 2026

News in the client portal, project planning and WhatsApp automation, plus important fixes for deadlines and security.

  • new

    Portal with email login

    Clients can now access the portal with an email login, in addition to the public link, and you can resend the invite whenever needed.

  • new

    Google attachments and multiple files

    Attach Google Drive, Docs and Sheets links to activities and send more than one file per activity.

  • new

    Planning through the AI agent

    Ask the agent to create, rename and delete phases, deliverables and stages in the plan directly in the conversation.

  • new

    Self-service WhatsApp automation

    Set up your WhatsApp CRM connection on your own with a guided tutorial and describe your funnel in text for the AI to adjust the automation.

  • new

    Portal theme editor

    Customize the colors and look of the client portal with a complete editor and real-time preview.

  • new

    Multiple services per project

    A single project can now accumulate the services the client purchases over time.

  • improved

    Portal and dashboard improvements

    Task filters, list view, responsive board and a more organized portal menu on mobile.

  • fix

    Deadline and filter fixes

    Deadlines no longer show a day early, completed tasks leave the overdue list and filters reset when switching projects.

Updates for Aug 3 – Aug 7, 2026

Improvements to WhatsApp, CRM, projects, and the AI Consultant to make your day simpler and more reliable.

  • new

    WhatsApp agent per funnel stage

    You can now set a different WhatsApp agent for each funnel stage, such as one for first contact and another for negotiation.

  • new

    Test the agent without sending messages

    You can simulate WhatsApp conversations to validate the agent's behavior without actually sending anything to the lead.

  • new

    WhatsApp tab in lead detail

    The lead's WhatsApp conversation now appears in its own tab in the detail view, in the same style as the inbox.

  • new

    Additional emails on a contact

    You can link secondary emails to a CRM contact, besides the main one, on the record or during creation.

  • new

    Internal projects and hidden tabs

    You can now create internal projects without a client and hide the Calendar tab when it doesn't make sense.

  • improved

    Rename AI Consultant chats

    You can change the title of any AI Consultant conversation in the sidebar.

  • fix

    More reliable WhatsApp scheduling

    We fixed issues that made the agent confirm wrong times or repeat the greeting on every reply.

  • fix

    Easier tapping on mobile

    We improved tapping on goal cards, CRM fields, and other intelligence screens on mobile.

July 2026

Updates for Jul 27 – Jul 31, 2026

This week, consultants gained more control over phases, client links, and the client portal, plus improvements to the agent.

  • new

    Custom phases per project

    You can now create, rename, and remove task phases to match each client's workflow.

  • new

    Link CRM contacts and companies

    Link CRM contacts and companies to a project and manage these links at any time.

  • new

    Assign CRM contacts as owners

    You can set CRM contacts as owners of tasks, phases, deliverables, and steps.

  • new

    Client portal with more tabs and controls

    The portal now shows KPIs, Calendar, and other tabs, with per-tab permissions.

  • new

    Multiple contacts per portal link

    A single portal link can be shared with multiple contacts, who will see and update their tasks.

  • improved

    Clearer and safer project creation

    The project creation wizard now links CRM contacts/companies and better explains what will be created.

  • improved

    More reliable and transparent agent

    The agent now asks for confirmation before proposing changes and shows exactly what was done.

  • fix

    Portal and project list fixes

    We fixed board scrolling, task sorting, and client display on the project card.

Updates for Jul 20 – Jul 24, 2026

Improvements to CRM, projects, methodologies, and the agent experience. Now you can import contacts, link companies to projects, and approve actions more clearly.

  • new

    Import lead lists from Excel/CSV

    You can now import contact and company spreadsheets directly into the CRM, with column mapping and automatic header detection.

  • new

    Link a contact to multiple companies

    Each contact can be linked to more than one company at the same time, with a companies tab on the contact detail.

  • new

    Person or company in New Project

    In the new project modal, choose to link a person (CPF) directly or a company (CNPJ) with its contacts.

  • new

    Assign tasks to client contacts

    When creating a task or deliverable, you can assign it to a client employee, seeing only that company's contacts.

  • improved

    Approval with editable values and clear labels

    The approval card now lets you edit proposed values, shows readable labels, and executes the action on click, without depending on the model.

  • improved

    Phases, projects and activities in planning

    The Configure Phases modal was redesigned for the Phase → Project → Activity hierarchy, with fixed saving and clearer fields.

  • improved

    Generate from Brain brings full SOPs

    Generating a methodology from the Brain now includes SOP steps, inputs, outputs, and tools for each activity.

  • fix

    Fixes in the task board and projects

    Card dragging, infinite loading, and sticky header covering navigation have been fixed.

Updates for Jul 13 – Jul 17, 2026

New features in task management, integrations, and usability improvements.

  • new

    Custom tag colors

    You can now choose any color for task tags, beyond the fixed options.

  • new

    Complete task creation

    When creating a task, you can already add tags, checklist, and formatted description.

  • new

    Confirm before deleting task

    Task deletion now requires confirmation, preventing accidental loss.

  • improved

    Task creator info

    The task details panel shows who created it and the creation date.

  • improved

    Rich formatting in comments

    Task comments now support headings, lists, and links, just like the description.

  • improved

    Period targets in Farol

    Set period targets for your KPIs and export data in CSV.

  • new

    Zoom link in events

    Create Zoom meeting links directly in project calendar events.

  • fix

    Task sync in large projects

    Fixed the display and count of tasks in projects with many tasks.

Updates for Jul 6 – Jul 10, 2026

Improvements to the member area, blog, projects, and support to make consultants' daily work easier.

  • new

    New member area homepage

    The home page now has search, My Courses section with slider, More Courses and recent posts, all easier to navigate.

  • new

    Access blocked for inactive subscriptions

    Members with canceled or expired subscriptions see an explanatory screen instead of accessing content.

  • new

    Hierarchical tag-based access control

    Courses, blog and lives are now unlocked by tags with subtags, replacing the old enrollment.

  • new

    Participant management

    You can now deactivate accounts, view action history, send welcome emails, and check emails in deletion modals.

  • improved

    Copy Prompt button on blog

    The button appears only on posts marked as AI prompt and also at the end of the post.

  • improved

    Reorder and edit course tags

    In the course list, you can drag to reorder and add or remove tags directly in the row.

  • improved

    Projects with colored tags and reorderable checklist

    Cards show colored tags, tag filter in the toolbar, and checklist items can be dragged to reorder.

  • fix

    Fixes in signup, profile and support

    Warning for already registered email, profile photo change in member area, and configurable support contact.

June 2026

Updates for Jun 29 – Jul 3, 2026

Fixes and improvements to task creation, courses, chat, and the AI Consultant.

  • fix

    Meeting tasks are now created

    When you create tasks from a meeting, they are actually saved to the project.

  • improved

    Lesson editor reorganized

    Editing a lesson is simpler, with content, media, and resources tabs, and audio and text lesson types now have fields to fill in.

  • fix

    Lesson videos upload without freezing

    Video upload shows progress and no longer freezes the screen.

  • new

    Pick up where you left off

    Your lessons resume at the exact point where you stopped watching.

  • new

    Saved lessons in the members area

    You can mark lessons as favorites and access them quickly.

  • new

    Insights on the overview dashboard

    The overview shows prospecting, project, and conversion numbers in real time.

  • improved

    Improved lesson comments

    Grouped replies, filters, sorting, and inline editing make conversations more organized.

  • fix

    More consistent AI Consultant

    The AI Consultant responds better from the first message and completes tasks more reliably.

Updates for Jun 22 – Jun 26, 2026

Improvements to the member area, notifications, and forms to make consultants' daily work easier.

  • improved

    Celebration for module and course completion

    You now see a congratulatory modal when finishing each module and a special confetti celebration when completing the entire course.

  • new

    Next lesson preview in video

    In the last 20 seconds of the video, a card appears with the next lesson's title so you can get ready.

  • improved

    Lesson completed and automatic CTA

    When the video ends, the lesson is marked as completed and you get a countdown button to advance.

  • fix

    Comments with reactions and mentions

    You can now react with emojis and mention colleagues in lesson and post comments.

  • improved

    Sidebar with visible icons

    The sidebar icons are now more visible and organized, including in dark mode.

  • improved

    Customizable notification sounds

    Choose the notification sound and enable or disable it anytime in settings.

  • new

    Custom status in inbox

    Set a status with emoji and text, and see colleagues' presence on avatars.

  • new

    Form sharing with preview

    Customize how your forms appear when shared on WhatsApp, LinkedIn, and other networks.

Updates for Jun 15 – Jun 19, 2026

This week brought improvements to the form editor, member area, and overall product visual experience.

  • new

    Edit and delete custom themes

    You can now edit or delete your custom themes directly from the cards.

  • new

    Custom logo on forms

    Upload your logo and choose where to display it: intro, header, or both.

  • improved

    Live theme preview

    See how your form will look with the theme applied in real time, including one-click color palettes.

  • improved

    New visual identity

    Landing pages and authentication screens have been redesigned with a cleaner, more modern look.

  • improved

    Clearer results

    The results screen now has better visual hierarchy, standardized colors, and more readable badges.

  • new

    Manage members and permissions

    We improved the interface to manage members, roles, and teams, with item transfer when removing a member.

  • improved

    Issues list with inline editing

    Edit status, priority, due date, and assignees directly in the list, create and manage issues without leaving the screen.

  • fix

    Member area fixes

    We fixed the onboarding flow and participant password reset.

Updates for Jun 8 – Jun 12, 2026

This week we brought improvements to project management, CRM, tasks, and the consultancy brain. Now you have more control and powerful visualizations.

  • new

    New permissions and teams system

    Create hierarchical teams and set custom permissions for each member, controlling access to modules and data.

  • new

    Video and file attachments in tasks

    You can now attach videos and files to tasks, view them in a lightbox, and reply to comments with preview.

  • new

    AI-powered offering planner

    Use the offering planner to distribute activities with intelligent suggestions and configure methodologies.

  • new

    Revenue and sales cycle charts

    Track monthly revenue and average time to close with new charts in the CRM.

  • new

    Consultancy brain visualization

    Explore the interactive knowledge graph with clusters, minimap, and PNG export.

  • improved

    CRM design improvements

    CRM cards, lists, and analytics now follow a unified design system, cleaner and more professional.

  • improved

    New task actions

    Quick actions on cards, popovers for dates and assignees, and smart sorting in the task list.

  • fix

    Fixes in projects and meetings

    We fixed automatic folder creation in Drive, meeting association, and visibility of methodology drafts.

Updates for Jun 1 – Jun 5, 2026

Improvements in CRM, projects, meetings, and AI to optimize your daily work.

  • new

    Deal health in kanban

    See colored badges indicating which deals have been stalled the longest and prioritize actions to revive them.

  • new

    AI funnel analysis

    Generate on-demand analyses of your sales funnel with insights on bottlenecks and historical comparisons.

  • improved

    CRM-suggested adjustments

    Receive automatic suggestions to adjust stage probabilities based on actual conversion rates.

  • improved

    Organized completed projects

    Completed and canceled projects are now in a separate section, keeping your active projects in focus.

  • improved

    Project association in meetings

    Link projects to your meetings directly from the data sources overlay or manual correction.

  • new

    Skills as AI employees

    Create and manage reusable AI assistants to automate specific tasks in your workflow.

  • improved

    Enhanced mobile experience

    Full-screen modals and more intuitive navigation on mobile for better usability on the go.

  • fix

    Pipeline and meetings fixes

    We fixed issues that prevented associating Drive imports and correctly displaying completed projects.

May 2026

Updates for May 25 – May 29, 2026

This week we shipped improvements to goals, CRM, Studio and AI chats. We also polished the mobile experience and how meetings link to leads.

  • new

    AI chat per project

    You can now organize your conversations with the AI by project, with isolated history and dedicated memory for each one.

  • new

    Meeting intelligence in CRM

    Detected meetings are automatically linked to your CRM leads, even with generic emails, and show up on the contact's tab.

  • new

    Pipeline rules per stage

    You can define rules in plain language for each funnel stage and the AI evaluates leads automatically when they enter that stage.

  • new

    Studio with history and versions

    Studio now keeps a chat history, versions of your skills, and lets you test before publishing, plus duplicate and organize with search and sorting.

  • new

    Automatic memory in chats

    The AI automatically extracts key facts from the conversation and you can review and edit them before saving as memory.

  • new

    Full-screen editor on mobile

    On mobile, the editor opens full screen with easier back and delete buttons and more discreet actions.

  • improved

    Channel for finished projects

    Finished projects are automatically moved to an archived section, keeping your active channel list cleaner.

  • fix

    Fixes for goals and back button

    Creating a goal for the same period now updates values instead of failing, and the back button on analytics screens returns to where you were.

Updates for May 18 – May 22, 2026

Improvements to calendar, CRM and project management to make your daily work smoother.

  • new

    Assign team to events

    You can invite team members to events and they receive the invitation by email.

  • new

    Confirm attendance from inbox

    You can now respond to event invitations right from your inbox, without leaving the platform.

  • improved

    Clearer calendar

    The week view and event details were redesigned to make reading and navigation easier.

  • new

    16-feature checklist

    Track each project's progress with a feature checklist and assignees.

  • improved

    Unified project health

    A single status indicator, with no conflicting information between screens.

  • improved

    Reorganized profile

    Usage, personal data and tour are now in separate tabs for quick access.

  • new

    Website analysis by the agent

    Paste a website URL into the chat and get a pre-meeting briefing right away.

  • fix

    Stable prospects and deals

    We fixed an error that prevented these screens from opening.

Updates for May 11 – May 15, 2026

Improvements in the member area, video player, and CRM to ease consultants' daily work.

  • new

    New member area

    Redesigned visuals, unified search on home, news carousel, and smoother mobile navigation.

  • new

    Video progress and resume

    Lessons automatically save video position and 'Next lesson' button to continue where you left off.

  • new

    Live recordings

    Admins can configure live recordings with direct video or linked lessons; members see full player.

  • new

    Live reminders

    'Create reminder' button with link to Google Calendar or view live details.

  • new

    Member area support

    Members can open bug, question, or suggestion tickets; admins manage in dashboard.

  • improved

    Filters and search in content

    Courses, blog, and lives now have search, sorting, and pagination to quickly find content.

  • improved

    Home section settings

    Admin can choose which sections appear on home and hide blog categories.

  • fix

    CRM fixes

    Drag-and-drop in custom pipelines and linking diagnostics between projects were fixed.

Updates for May 4 – May 8, 2026

This week planning became more detailed, with direct editing inside the project, a Gantt of the whole plan, and closing per level. Diagnostics became more reliable, the public form result got a new screen, and the agent now handles large PDFs better.

  • improved

    Edit the plan inside the project

    You add deliverables, stages, and tasks right in the Plan tab, reorder by dragging, and delete without leaving the screen.

  • improved

    Gantt shows the whole plan

    The 'All' option shows every phase, deliverable, stage, and task, even those without dates yet.

  • new

    Complete and reopen in cascade

    You decide when to close a phase, deliverable, stage, or task, with an optional shortcut to complete everything below at once.

  • improved

    Stages and deliverables with more detail

    They now have description, checklist, people involved, and comments, just like tasks.

  • improved

    Owner separated from involved people

    Each task has a single owner and a list of involved people, so you can track who participates without being the owner.

  • improved

    Clearer project notifications

    The project channel gets a single message per task, with owners, due date, priority, and a quick link to open it.

  • improved

    More reliable diagnostics and results

    Scores are now calculated correctly, the public form completion screen was redesigned, and copying answers is easier.

  • improved

    Large PDFs and agents

    Large files are now accepted, and the agent keeps the document context on follow-up questions without exposing internal reasoning.

April 2026

Updates for Apr 27 – May 1, 2026

You can now organize member area content by tags, preview the student area, and count on a more stable agent when analyzing files.

  • new

    Workspace access tags

    Create tags and link them to plans, courses, modules, and lessons to unlock content based on subscription or student tag.

  • new

    Member area preview

    See how your member area looks on phone, tablet, desktop, and TV before publishing.

  • new

    New file formats in analysis

    Send spreadsheets (XLSX) and presentations (PPTX) along with PDFs and images for the agent to analyze.

  • new

    Unified prospect pipeline

    Switch between Kanban and List in the same tab, with saved preference and email or WhatsApp contact from the card.

  • new

    Models and control panel

    Create projects from ready-made Models, track phases by pillar, and restore previous versions of your blueprint.

  • improved

    Faster, safer checkout

    Your email and name are filled automatically, and payment avoids configuration failures.

  • fix

    More consistent analyses

    Fixes prevent interruptions when analyzing files and keep the conversation context with the agent.

  • fix

    Lessons correctly locked

    Students only access lessons when they have the enrollment and the tags required by the course.

Found a bug or have a suggestion?

We answer every piece of feedback.

contact@consultor.app