Release 2025.11.14: Chat Revolution
Our floating chat has finally learned to swim. Like a good workout routine, we've made persistence optional but highly recommended.
Chat: Floating Communication Hub
The new floating chat interface brings seamless Base communication directly into Hub, allowing instant messaging without losing your current workspace context.
- Messenger-style interface stays conveniently accessible
- Account-specific channels appear automatically
- Five most recent conversations stay handy
- User-controlled toggle prevents workspace clutter
AI Toolkits: Persistent Intelligence
Toolkit conversations now maintain continuity across sessions while offering flexible restart options, making your AI interactions more contextual and efficient.
- Persistent chats remember your conversation history
- Restart functionality provides fresh toolkit instances
- Historical restart points allow conversation branching
- Chat continuity improves AI context understanding
Back Office: Interface Evolution
Updated UI components modernize the back-office experience while maintaining classic functionality for users who prefer traditional workflows.
- New UI tabs improve navigation flow
- Classic interface remains fully functional
- Visual updates enhance user experience
Fund Management: Dashboard Intelligence
Start fund and recency dashboards now offer enhanced search capabilities and improved data visualization, helping you track engagement patterns and fund performance more effectively.
- Multi-field search finds accounts faster
- Real-time tag updates eliminate page reloads
- Activity charts reveal engagement patterns
- FI status tracking monitors program participation
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Thanks for reading! We'd make a joke about floating chat, but we're afraid it might drift away before you see it.
Need help? Partners can reach their VA, and everyone else can join the party in the Hub Support Channel. Our floating chat is great, but human support still floats our boat.
