What's new in October 2026

1. 31 October 2026CRM

   Calling from the record is withdrawn

   Calling from the record has been taken out of Solstral. It never went live: the phone service it was built on stopped taking new customers before it could be switched on, and we would rather do fewer things well. Nobody was charged for call minutes.

   • Gone: the Call button beside phone numbers and on call tasks, Settings ▸ Calling, the Voicemail view in the Inbox, and call minutes on every plan.
   • Kept: a call task, in a sequence or on its own, is a to-do to phone someone, and a call you log on a record stays on its timeline. The notetaker still records conversations in person and reads Zoom transcripts.
   • For AI connections: the read-only calls.history tool is removed. Everything else Claude and ChatGPT can do is unchanged.
2. 30 October 2026AI Assistant

   Background AI no longer uses your AI credits

   AI work that runs in the background, without you asking for it each time, is now free:

   • What’s Next: the assistant reading each suggestion in context, and its regular reviews.
   • Bot tests: grading your website chat’s test answers.
   • Website import: naming the sections and styles of a site you import.

   They still pause while a workspace has no AI credits left. Everything you ask the assistant for uses credits as before.

3. 25 October 2026CRM

   The browser extension logs the whole email

   • The whole email, as received. With your inbox connected in Solstral, Log this email takes the email straight from the mailbox, layout and all; without it, from what the page shows.
   • Text emails open in full on the timeline with Show more.
   • You choose where people go. The first time you press Add, pick the object (any with an email field) and its email field; the extension remembers it, and Change picks again. LinkedIn’s Save to Solstral uses it too.
   • Capture’s target, on the Capture page. An admin picks where capture and the notetaker add the people they find (New people go to).
   • ChatGPT’s connection steps in Settings ▸ AI connections follow ChatGPT’s current menus.
4. 25 October 2026Marketing

   Send files with a campaign

   A campaign can now carry files from your Library: a brochure, a price list, an invitation. On the Recipients step, Files lets you pick or upload them and choose, per campaign, how they go.

   • Download cards (the default): each file appears under the email with its name, size and a Download button. Any size, and the safest for deliverability.
   • Attach to the email: up to five PDF, Office, CSV, text or image files, 5 MB together, inside the email itself.

   The Review step and the schedule check say if a file can’t go as chosen. Claude and ChatGPT can add files to a campaign too.

5. 25 October 2026AI Assistant

   Claude and ChatGPT: fewer wrong turns

   • Linked records are fields. “Which company has the most pipeline?” is one report: a deal’s company can be listed, filtered and grouped by.
   • A wrong field name is said, with the right ones, instead of an empty answer. “deals” means Deals.
   • Consent you state is recorded for people already on a list, not only new ones.
   • A campaign that can’t send yet says why when it’s created, and is never offered for confirmation until it can.
   • Files from your computer: Claude or ChatGPT gives you a one-time Solstral link; pick the files and they land in your Library, and on the campaign you named.
   • Documents from a web address (admins): PDF, Word, Excel, PowerPoint, CSV and more, as well as images.
6. 24 October 2026CRM

   The browser extension: Log this email, and what’s going on with them

   The Solstral panel beside Gmail and Outlook now finds the sender by their exact address and shows their company and deals, the next meeting and task, and the latest activity. Log this email puts the email on their timeline once (if your inbox is connected and it’s already there, it says so). Add a task with a due date, add a note, or draft a reply. It works with Outlook on the web for work and personal accounts, in Chrome and Edge, and only on your mail tabs.

7. 24 October 2026AI Assistant

   Claude and ChatGPT can do everything the assistant can

   A connected Claude or ChatGPT now reaches whatever Solstral’s own assistant can: records, lists and campaigns, tickets and the inbox, meetings, forms, sites, reports, flows and settings, as the person who connected it, with their role and the records they can see.

   • Build and send a campaign from Claude. Make a list, add people, give it your own HTML email (made safe exactly as the builder’s HTML import makes it), and send it. Sending still asks first and meets every check the Schedule button does.
   • One more box when you connect. Deleting, bulk changes and changes to fields and settings are off until you tick them, like sending, and each asks first.
   • Signing in from Chrome works. Pressing Allow now takes you back to Claude, ChatGPT or the extension every time.
8. 24 October 2026AI Assistant

   Slack and Teams: cards, /solstral, Save to Solstral and link previews

   • Cards under every answer, in Slack and Teams: the contact, list, campaign or report the assistant looked at, with Open in Solstral.
   • /solstral anywhere in Slack: ask a question and only you see the answer.
   • Save to Solstral on any Slack message logs it on the record it's about.
   • Link previews: paste a Solstral link in Slack or Teams and a card for the record appears, showing only what the person who posted it can see. In Teams you can also search Solstral from the message box.

   Already added Slack? An admin presses Update permissions in Settings ▸ Slack and Teams.

9. 22 October 2026CRM

   Mistakes shown where they are

   When something can't be saved, Solstral now says what is wrong under the field it is about, such as This isn't an email address., and puts your cursor there. Fields are checked as you leave them too, by the same rules the save uses. The billing details form is the first to work this way, with more forms following.

10. 22 October 2026Marketing

    Website builder: a public help centre from your knowledge base

    Being switched on with collections, workspace by workspace.

    • Your knowledge base, published. Choose the knowledge bases a site shows and add a help centre: a page for each article, a page for each topic, the latest articles and search. Only published articles in the bases you choose ever appear.
    • An Ask box. Your bot answers visitors' questions from your articles, with links to them.
    • The miss loop. "Was this helpful?" on every article, and questions the Ask box couldn't answer join the Gaps page and your weekly AI report.
11. 22 October 2026CRM

    Technical terms explained once, in plain words

    Terms you meet in Solstral without being expected to know them, such as DKIM, bounces, warm-up, smart sending, holdouts and text message segments, now have one short explanation each behind the ⓘ beside them, the same wherever they appear, with a link to the help article where there is one. Settings descriptions are one sentence each, and the date format choices read Day first (dd/mm/yyyy) and so on.

12. 22 October 2026CRM

    Settings: find one by name, see who changed it, put it back

    Settings are easier to find and safer to change.

    • Search finds the setting itself. Type a setting's name in the search bar, say smart sending or auto-join, and Solstral opens the right screen and tab and highlights it. The assistant's links do the same.
    • Who changed it, and when. Admins see "Changed by Dan, 3d ago" under a setting, and a number or choice that has been changed offers Reset to default.
    • Risky switches ask first. Requiring single sign-on, making members read-only, turning on team permissions or domain auto-join and the like say what will happen and wait for you to confirm.
    • Three settings you couldn't change before. How many hours smart sending waits before emailing someone another campaign (Settings ▸ Email ▸ Marketing), approval for members' social posts (Settings ▸ Modules) and holding every booking page to your brand colour (Settings ▸ Branding).
13. 22 October 2026CRM

    A tidier sidebar, and pages that say where they sit

    The sidebar now sorts everything into four groups: Work (Home, Inbox, Tickets, Tasks, Meetings and the Assistant), your records under your own headings with Opportunities beneath them, Grow (Campaigns, Flows, Sequences, Forms, Sites, Chat, Social and the Library) and Insight (Reporting).

    • Fold what you don't use. Click a group's heading to fold it away; click again to open it.
    • Icons only. Press Icons only at the bottom of the sidebar for a narrow one, with each name on hover. Both choices are remembered in your browser.
    • Where am I? A record, a list, a text campaign or a site now shows the page above it over its title (Lists / Spring newsletter), each part a link back.
14. 22 October 2026CRM

    Settings: show the technical ones only if you want them

    Each person can now choose how much Settings shows. Turn off Show advanced settings at the top of Settings, or under How much to show on your profile, and technical settings are kept out of the way. Nothing is removed: search still finds every setting, and a link to one opens it. New members start with the simpler view; everyone already in Solstral keeps seeing everything.

15. 22 October 2026Marketing

    Website builder: a blog in one step

    Being switched on with collections, workspace by workspace.

    • Add a blog. One button makes a Blog posts object and draft pages for the blog, a post, and each tag, category and author.
    • Write posts in the CRM, or ask the assistant to draft one. A post shows once it's published and its date has come, so you can schedule it.
    • Found and followed. Each post has its own title, description, share picture and date for search engines and social cards, is listed in your sitemap, and the blog has RSS and Atom feeds.
16. 22 October 2026Marketing

    Website builder: a Simple editor, content-only members, and records from your CRM on your site

    Both are being switched on workspace by workspace.

    • The Simple editor. Build a page from a library of ready-made sections (16 kinds, 33 layouts), change their words, pictures and links, and switch a section's layout without losing what it says. Switch to the Designer and back: it's the same page.
    • Who edits what. Choose the mode the builder opens in, and let members edit a site's content only: they can't change its design, settings or code, and Solstral holds them to it.
    • Collections. Show a team, a blog or listings from your CRM on a page, with a template you style, an order, a filter and pages of results. Each published record can have a page of its own at an address you choose, listed in your sitemap. Only the objects and fields you allow ever reach the site, and only records you mark published.
17. 22 October 2026Marketing

    Website builder: import a website you already have

    Being switched on workspace by workspace, for the owner and admins.

    • Import from a website. Type the address of a site you own and Solstral rebuilds it as draft pages made of the builder's own sections, elements and classes: its layout at desktop, tablet and phone widths, its text, images (brought into your Library), colours and fonts, its navigation and footer.
    • Check before it's yours. The import screen shows each original beside its draft, with Open in builder, Import again and Remove; Finish keeps the drafts and sends the old addresses to the new ones.
    • Named for you. If you like, the assistant names the sections and styles so they say what they are.
    • Careful with other people's sites. The import reads a site from its own isolated service, obeys robots.txt and names itself, and only what you confirm you own or may copy.
18. 21 October 2026CRM

    Forms, booking pages and chat ask for a human check when bots pile in

    When bots start getting through to a form, booking page or chat widget in numbers, Solstral now turns on Cloudflare Turnstile for it for a day and tells your admins. Turnstile is invisible for most people. Each form, page and widget can also be set to always ask, or never.

19. 21 October 2026Marketing

    Bounces in plain words, and mail paused per receiving domain when it pushes back

    Solstral now reads why an email didn't arrive and acts on it per receiving domain.

    • Every bounce has a reason on the campaign report: mailbox full, no such mailbox, blocked, rejected as spam, being rate-limited and more.
    • Microsoft blocks pause that domain for a day. Campaigns and flow emails to it wait instead of deepening the block, admins are told, and the people who bounced stay on your list.
    • Throttling backs off one domain. When Gmail or another receiver says you're sending too fast, mail to that domain alone waits 15 minutes, doubling up to 4 hours.
    • See it on the Marketing page: the Receiving domains card shows what's paused and why, with Send again now.

    A person's own email from a record is never held.

20. 21 October 2026Automation

    Flows: safer branches, testing that asks first, flows that hand records to each other

    A round of fixes to the flow builder.

    • No more false "someone else saved" warnings. Autosaves now wait their turn, so editing alone never looks like a clash with another admin.
    • Branches always show where non-matching records go. New branches have a visible Otherwise connector, and a record that matches no route never runs a route's steps.
    • Test, then run for real. Test shows the path a record would take; Run test for real does it, behind a confirmation, optionally without waiting at delays. Test runs ignore "enrols only once" and are marked in Runs.
    • Sent from another flow. The trigger lists the flows that send records to it and which kind of record they send, so later steps offer the right fields. Records sent to it become its test data.
    • Runs show where they are. A run waiting at a delay says when it carries on and what runs next, with a Continue now button, and the run shows every field of its record.
    • Easier to set up. The email template picker searches and browses your template folders, a template's personalisation updates when you change it, the email step says when a connected Gmail or Outlook inbox logs replies, "Only when these fields change" is a searchable dropdown, the flows list sorts by name, date created, last edited or last run, and the back arrow returns to the flow's folder.
21. 21 October 2026CRM

    Mailbox rules: auto-replies, skip the inbox, mark as spam

    A shared mailbox's rules can now look at who an email was sent to and whether it has an attachment, and can answer with a saved reply, archive it so it skips the inbox, or send it to Spam. Rules that label or archive can also be run over the conversations already in the mailbox.

22. 21 October 2026CRM

    Notifications group themselves, and you can mute a record or a flow

    Several notifications about the same record within ten minutes now arrive as one ("5 updates on Acme - deal"), with one email at once and one for the rest. More than 30 of a kind in an hour are gathered into one. Hover a notification to mute its record or its flow; unmute in Settings, Notifications.

23. 21 October 2026CRM

    Inbox: what you send from Solstral can appear in your Gmail or Outlook Sent folder

    If your work address is both a Solstral sender and a connected Gmail or Outlook, tick Copy emails I send from Solstral … into its Sent folder in Settings ▸ Email ▸ Inboxes. Every email you send yourself from Solstral as that address then gets a copy in the mailbox's Sent folder, dated when you sent it, so replies thread onto it and your mailbox and the CRM show one history. Gmail asks once for permission to add messages; flow and bulk emails are never copied.

24. 21 October 2026CRM

    Inbox: always let a trusted sender past spam, and files with a virus set aside

    Two improvements to how Solstral handles what your mail server flags.

    • Never treat as spam. Add an address or a company's domain in Settings ▸ Email ▸ Inboxes, for one inbox or all of them, or press Always allow… on a message in Spam. Their email skips the spam check from then on, as long as it proves it came from them (DMARC).
    • Files with a virus are set aside, not lost. The email is kept; each attachment shows on the record as blocked and can't be opened, and your admins are told.
25. 21 October 2026Marketing

    Website builder: a Navbar that follows your pages, a site-wide header and footer, components you edit in place, and a Pages panel

    • Navbar. A navigation bar with your brand, links, dropdowns and a button that folds behind a menu button on tablets and phones. Choose where it collapses and whether the menu drops down, slides in from either side or fills the screen, and style the open menu on the canvas. It can stay at the top as the page scrolls, sit over the first section, and shrink as you scroll. It works from the keyboard and with screen readers.
    • Links that follow your pages. By default its links are your site's pages, in your order, with folders as dropdowns; hide a page from navigation, or give its link a label, in its settings. The live site only lists published pages.
    • A header and footer for every page. Right-click a Navbar or section and choose Use as site header (or footer): every page shows it, and pages that had their own copy can drop it in one go. Hide it on a page from Page settings.
    • Edit components in place. Double-click a component to edit it on the canvas; Done updates every copy. On sites that use the site stylesheet, component changes go live when you publish.
    • A Pages panel in the builder. Reorder pages and folders by dragging, add a blank page or a copy of this one, set the home page, hide a page from navigation, open its settings, or delete it.
26. 21 October 2026Marketing

    Website builder: classes shared across your whole site, variables and tag styles

    On sites that use the new site stylesheet, a class now means the same thing on every page.

    • Style once, everywhere. Restyle a class on one page and every page follows. Class changes go live when you publish the site, all at once.
    • Styling gives an element a class. The first change to an element with no class creates one named after it (.hero, .heading-2), so the next element can reuse the look. Switch to This element only to style just the one.
    • A Classes panel. Every class with where it's used, search (by name or by property), rename everywhere, duplicate, delete, and clean up unused classes in one go.
    • Tag styles. Style All H1 to All H6, All paragraphs, All links, lists, buttons, inputs and the page body for the whole site, at any breakpoint and state.
    • Variables. Name your colours, fonts, sizes and spacing once and pick them from every colour, font and unit menu. Rename one and every use follows.
    • Blocks built on classes. Dropped sections and elements use a shared set of classes and pick up the ones your site has already styled.
    • Copy and paste between pages and sites, classes included: a class styled differently on the other site comes in renamed, so nothing changes look.

    We're moving sites onto the site stylesheet workspace by workspace, checking each page looks exactly the same before and after.

27. 21 October 2026Marketing

    Websites: publish later, password pages and preview links

    Website pages can now be scheduled to go live at a time you pick, or protected with a password. You can send a link to your site's draft to someone outside your team that stops working after a day, a week or a month. Pages without a share image get one made from their title, and the Publish dialog warns about images without alt text and links to missing pages.

28. 20 October 2026Marketing

    Website builder: menus that open, pasted colours, heading levels, images and a Publish that says where

    A round of fixes to the website builder.

    • Menus and pickers open. Dropdowns, the image picker, date pickers and tooltips opened from the builder now appear on top of it instead of behind it.
    • Paste any colour. Colour fields take #8A8F98, 8A8F98, rgb(), hsl(), a colour name or var(--name). Press Enter or click away to apply it; anything that isn't a colour is outlined in red and never reaches the page. Paste anywhere in the open picker to apply a colour straight away. The picker shows your site colours (kept linked to the site's colour variables if you like), your brand colours, and HEX, RGB or HSL.
    • Heading levels. Settings now shows an element's tag. Switch a heading from H2 to H3, a paragraph to a quote, or a box to a section, header, footer or nav, and keep its classes and styles. Headings are named Heading 1 to Heading 6 in the Navigator, and you're warned when a page has more than one H1.
    • Images. Select an image for an Image group in Settings: choose or replace it from the Content Library, upload, write alt text or mark it decorative, choose lazy or eager loading, and add or remove a link. A picked image gets its width and height, so the page doesn't jump while it loads. Click an empty image on the canvas to choose one. Background image layers show a thumbnail with Replace and Remove.
    • Forms. A Form block now has a Form group: search your published forms, open the form to edit it, or create a new one. Its internal settings no longer appear under Custom attributes.
    • Publish says where, and proves it. Publish opens a short dialog showing where the page goes live, lets you publish other pages with changes at the same time, and on a site that isn't live yet, publishes the site too. It ends on the live address with View site and Copy link. The top bar shows Draft, Published and when, or Unpublished changes.
    • Desktop is always Desktop. With both side panels open on a laptop, the canvas used to be narrower than Desktop and showed Tablet styles. It now shows Desktop scaled to fit, and says so.
    • Adding a class does something. When you add a class to an element that has its own styles, the builder says those styles override the class and offers to move them into the class, remove them, or keep them.
29. 19 October 2026Marketing

    Email templates: drag into folders and a menu on every row

    Email templates now work like Campaigns and Lists.

    • Drag to file. Drag a template onto a folder in the rail to move it there, or onto Unfiled to take it out.
    • A menu on every row. The ⋯ button has Open, Duplicate, Archive, Delete and Move to folder.
    • Archived templates. Archiving hides a template from the library and the template picker without deleting it. Tick Archived to see them and unarchive.
    • Duplicates stay together. A copy lands in the same folder as the original.
30. 19 October 2026Marketing

    Verify that contacts' email addresses are real

    You can now ask a contact to confirm their email address. They get an email with a button, the button opens a page, and pressing Yes, this is my email marks the address as verified. Opening the email alone never counts, because email security scanners open links too.

    • On the record. Every email field shows whether it's verified, with Send verification or Resend verification beside it.
    • On forms. Tick Send a verification email on an email field. It is off until you switch it on.
    • In flows. A Send verification email step, a Wait for verification step that continues down Verified or Not verified after the days you choose, and an Email verified trigger.
    • In conditions. Email is verified works in lists, segments, campaign audiences, flow branches, goals and dynamic blocks. To mail only verified people, add it to a segment.
    • In any email. The Verify email link merge tag adds a working link for each recipient.
    • Your words, your page. Change the default email and the confirm page in Settings ▸ Email ▸ Verification, or send people to a page of your own.

    Verification belongs to the address, so every record with that address shows as verified. It doesn't expire, but an address that later hard-bounces stops being verified. The AI assistant and AI connections can check an address and send a verification email too.

31. 17 October 2026CRM

    Inbox: see which Messenger and Instagram replies went out as a human agent

    Facebook and Instagram let a business reply freely for 24 hours after a customer's last message. After that, a person on your team can still answer for up to 7 days, as long as it is to help with what the customer asked. Solstral already sends those replies the way Meta requires, and shows a notice above the reply box when the 24 hours are up. Now each of those replies is also labelled in the conversation, under the message: Sent as a human agent. Automatic replies are never sent after the 24 hours, so you will only ever see the label on replies a person wrote.

32. 16 October 2026CRM

    The assistant in Slack and Teams

    Ask your CRM without leaving Slack or Teams. Message the Solstral app, and the assistant answers as you: your role, your records.

    • Your briefs and digests there. Meeting briefs, the agents' digest, approvals, mentions and tasks arrive in your direct messages too.
    • Approve with a button. A change waits for Confirm, a plan for Run the plan, and an approval for Approve or Reject: the same steps as in Solstral, with the same undo.
    • Linked by you. Each person links their own account once, from the app's link, signed in to Solstral.
33. 16 October 2026CRM

    Solstral in Gmail, Outlook and LinkedIn

    The Solstral extension for Chrome and Edge puts the CRM next to your mail.

    • The record for the email you're reading, in a side panel in Gmail and Outlook on the web.
    • One click to add the sender, give yourself a task, or draft a reply from the email and their record (nothing is sent).
    • Save to Solstral on a LinkedIn profile: one press, one contact, nothing automatic.
    • As you: it signs in through Solstral like any AI connection, with your own access.
34. 16 October 2026CRM

    Call from any record, from any phone

    Press Call beside a phone number: Solstral rings your own phone, and when you answer it rings the contact from your workspace number. No app, no headset, from the desk or the car.

    • It logs itself. Every call lands on the record's timeline with its length, and how it went is one click.
    • Recorded only after the notice. With recording on, the contact hears that the call is recorded first; the notetaker writes the notes, which can update the deal, and the audio is deleted once read.
    • Voicemail in the Inbox. Calls to your number ring the person you choose; a message left is transcribed into the Inbox and onto the caller's record.
    • Do not call. A number on your list can't be dialled by anyone, and UK users are reminded to screen sales calls against the TPS.

    Calling starts once your workspace has a calling number: ask for one in Settings, Calling.

35. 16 October 2026CRM

    Contact data from the provider you already pay for

    Connect your own Apollo, Hunter, People Data Labs or Clay account and Solstral fills in job titles, phone numbers and company details for you. You stay the controller of the data and pay the provider directly; Solstral signs no data contract.

    • A waterfall in your order. Each record goes to your first provider, then the next, until one gives an answer it vouches for. The company's own website and the person's email signature are always used too, at no cost.
    • Nothing typed is replaced. What is found waits on the record with the provider, the date and how sure it is. Filling in only touches empty fields; a disagreement is shown, never applied.
    • Many at once. Select records in a list and look them all up; review what came back in one place.
    • Find people. Search Apollo by job title at the companies you choose; the people found wait in Capture, and their email is looked up only when you add them.
    • Clay. Send a record to a Clay table, and its answer comes back for review.
36. 16 October 2026CRM

    Conversations update the deal

    Stop retyping what was said. After a recorded meeting, or a reply on an email thread about a deal, Solstral works out the next steps, a new stage, amount or close date, and people who matter, each with the words it rests on.

    • Suggest or Auto. Suggestions wait on the deal and on each attendee's record to be accepted; in Auto they are made at once, each with an Undo and a Why?.
    • Only the fields you allow. Tick "Conversations may update this field" on stage, amount, close date or any other ordinary field.
    • Your values stand. Auto never changes a value someone set in the last 30 days, and a stage's required fields still apply.
    • New people. A CFO who signs off is found by their address, or added, and linked to the deal.
    • A follow-up in one click. A draft email to each attendee, from the notes, in the composer. Nothing is sent by itself.
37. 16 October 2026Reporting

    Forecasting a manager can defend

    A new Forecast tab in Reports answers what will we close this quarter? twice: once as the team sees it and once as history does.

    • Categories on every deal. Commit, Best case, Pipeline or Omitted, from the deal's stage unless someone sets it on the deal, beside what is already won and weighted pipeline.
    • A weekly number from each rep. Their commit and best case, with a Monday reminder if you want one. The opening number of each period is kept.
    • History's own number, with its range. Learned from the pipeline's stage-to-win rates and how long won deals took, for every open deal whatever its close date says, with the range 8 in 10 likely outcomes fall in. Every rate is shown with the deals behind it.
    • Where reps are optimistic. Each rep's number against history's range for their deals, and how their opening numbers compared with what they won.
    • Forecast against actual for the last four periods, and a Forecast snapshot source in the report builder.
38. 16 October 2026CRM

    Google Meet and Teams know who turned up

    Allow it once under Settings, Calendar, and Solstral reads who joined your Google Meet and Microsoft Teams meetings after they end, just as it hears from Zoom.

    • Held or a no-show, by the call. You both joined: held. The booker never came: a no-show, even if the meeting had already been assumed held.
    • Their transcripts too. With the notetaker on and transcription on in the call, the transcript Meet or Teams made becomes notes on every attendee's record, at no cost in notetaker minutes.
    • Only when you choose. The read-only permission is asked for when you press Allow, and never before.
39. 16 October 2026CRM

    Meetings know who turned up

    On a Zoom call, Solstral now hears from Zoom who joined. A meeting you both joined is marked held; one where the booker never came is a no-show fifteen minutes after its end, with no clicking. The meeting's panel shows who joined and for how long, and flows triggered by a held meeting or a no-show know whether the call confirmed it. Google Meet and Teams follow once their permissions are in place.

40. 16 October 2026CRM

    Passkeys: sign in with your fingerprint, face or PIN

    Add a passkey in your Profile and sign in with your phone's or laptop's fingerprint, face or PIN, or a security key.

    • No password, no code. On the sign-in page, choose Sign in with a passkey.
    • Or as your second step. After your password, use the passkey instead of typing a code. A workspace that requires two-factor accepts a passkey in place of an authenticator app.
    • It can't be phished. A passkey only works on Solstral's own address, so a look-alike page gets nothing.

    Also new: if a signed-in session suddenly comes from another browser or country, we email you and ask you to confirm it's you before any sensitive change. And signing in with Google or Microsoft only joins an existing account when they confirm the email address is yours.

41. 16 October 2026CRM

    Senders can't track you through images

    Images in the emails you receive now come through Solstral, so a sender's tracking image sees our servers, never your address, mail app or location. An admin can choose to have images hidden until someone presses Show images (Settings, Email, Inboxes).

42. 16 October 2026CRM

    Sequences that call, connect and text

    A sequence is now a full outbound cadence, not just emails.

    • Call steps. A call task for the record's owner, with the Call button on it: your phone rings first, then theirs.
    • LinkedIn steps. A task to view, connect or message, with their profile one click away. Nothing is sent on LinkedIn for you.
    • Text steps. A text from your workspace number, to people who agreed to texts, outside quiet hours. A text back counts as a reply.
    • Booked a meeting. Someone who books through one of your booking pages leaves the sequence at once, and the report counts them.
    • One rule across sequences and campaigns. Nobody gets a sequence email on a day a campaign reached them, or a campaign on a day a sequence email did: the later one waits for tomorrow.

    New sequences start from an outbound cadence with all four, ready to edit.

43. 16 October 2026CRM

    A notetaker with no bot in the room

    Record a call in another browser tab, or a meeting across a table on your phone, and Solstral puts the transcript and notes on every attendee's record: a summary, the decisions, the next steps, each with the moment it was said.

    • No bot, no install. The call's sound and your microphone are recorded in your own browser; in person, just the microphone.
    • Notes you accept. Next steps become tasks and proposed changes to the deal (amount, stage, close date) are applied only when you tick them.
    • Consent built in. Booking confirmations and invites say a meeting may be recorded, the booking page offers "Please don't record", and a booker's no is final. You are reminded to tell everyone before each recording.
    • Private by default. Off until an admin switches it on and each person opts in. Audio is never kept; the transcript is encrypted and readable only by who recorded it, the hosts and admins.
    • Zoom's own transcripts will arrive by themselves once the Zoom permission is in place.
44. 15 October 2026CRM

    Quarterly access reviews

    Once a quarter the owner is asked to go through every way into the workspace: each member and their role, each team, API key and AI connection, and whether Solstral support or an agency may come in. Each is confirmed or revoked, and revoking takes effect at once. A reminder follows after two weeks. The finished review is sealed in the audit log and prints as a record, the evidence a SOC 2 auditor asks for. Settings, Access reviews.

45. 15 October 2026Marketing

    Leads from your ads, and what each one cost

    People who fill in a Facebook or Instagram lead ad, or a Google lead form, now arrive in Solstral by themselves, and you can see what the ads cost against what they brought.

    • Leads become contacts. Each lead is matched to an existing contact by email (only empty fields are filled) or added, with the campaign, ad set and ad it came from. It shows on the contact's timeline, counts as paid social or paid search in where they came from, and can start a flow.
    • Consent kept as evidence. What the form's consent boxes said is kept with the lead. Only a list you choose adds anyone who ticked one to your marketing.
    • Spend and results. Settings, Ad leads shows each campaign's spend, leads, cost per lead, the deals those leads became, cost per won deal and the return on the spend. Facebook and Instagram spend is read daily from your ad account; Google Ads spend is pasted from a campaign report.
    • On any dashboard. Two new reports in the library: Cost per lead by ad campaign and Ad leads by campaign.
46. 15 October 2026CRM

    For agencies: every client from one console

    An agency running many client workspaces can now work across them from one place.

    • The console. Every client's new contacts and failed flows this week, bounce rate, AI use and any payment trouble, with one click into each. A client's owner lets the agency's team in with one button and can take it back; agency people appear in the client's members list and audit log and don't use the client's seats.
    • Snapshots. Capture one client's setup (objects and fields, pipelines, flows, templates, forms, booking pages, bots, reports and dashboards, never records) and apply it to new or existing clients. A re-apply previews every change and leaves anything a client edited alone unless you tick it.
    • Your brand in front of your clients. Your own help centre and support email on their Help page, and no "Powered by Solstral" on their booking pages.
    • A monthly report to each client. Last month's numbers by email under your agency's name, now including what their ads cost and brought.
47. 15 October 2026AI Assistant

    See where your AI credits go, what the AI wrote, and a weekly AI report

    • Where the credits went. Settings, AI assistant now shows your AI use by what it was for and by which model, and what people asked the assistant to do that it couldn't.
    • What is sent, and when. Beside it, a plain statement of what goes to the AI provider and when, with a link to who that is and what they keep.
    • AI drafted. Help articles, quick answers, email templates and social posts the assistant writes for you are labelled, so whoever publishes them knows to read them first.
    • A weekly AI report. Each Monday morning, owners and admins get the questions the chat bot couldn't answer that week, each one click from a new answer with the question already filled in. Nothing to fix, nothing sent.
    • Asks first, every time. The assistant now also asks before adding a webhook or adding someone to a team, and a background task runs with the rights of the person who asked for it.
48. 15 October 2026AI Assistant

    Lead triage assigns and offers a meeting; follow-ups leave sequences alone

    Two of the assistant's scheduled tasks do more of the job.

    • Lead triage assigns new leads. Pick the members new leads may go to, and each hot or warm lead with nobody in its Owner field goes to whoever has had the fewest new leads this week. It never replaces an owner a person set, and undo takes back the owner with the tier.
    • Lead triage offers a meeting. Pick a booking page, and each hot lead with an email and no meeting yet gets a short email with your booking link, left as a draft for someone to send. The task never sends it itself.
    • Follow-up drafts leave sequences alone. Anyone a running sequence is already following up is skipped.

    Assistant tasks are being switched on one workspace at a time; the Assistant tasks page says when yours is ready.

49. 15 October 2026CRM

    Usage counted in your own month, invites in your own time zone, and a store that counts stock

    A round of fixes to the parts of Solstral that count things.

    • Usage counts in your month. On a paid plan your monthly allowances now run with your invoice (the 15th to the 14th, say); on Free they run with the calendar month. Either way the month starts at midnight where your workspace is, not midnight in London, and the Usage tab says which dates it is counting.
    • Meeting invites show the host's time. Calendar invites now carry the host's time zone, so Outlook, Google and Apple show the meeting at the host's local time and keep it right across a daylight-saving change. All-day events stay all-day.
    • Your own email signing key is renewed for you. If your domain signs with its own key, we now prepare a new one each year, tell you the record to add, switch only once it is published, and tell you when the old one can go.
    • The store counts stock. Set how many of a product you have and the last one can only be sold once; at zero the product shows Sold out.
    • API limits by plan. How many requests a minute an API key may make, and how many it may have running at once, now follow your plan (60 to 1,200 a minute).
50. 15 October 2026CRM

    Sequences, lead scores, duplicate rules, hierarchies and stage requirements

    The things a sales team sets up in its first week, now built in.

    • Sequences. A few emails, tasks and waits a contact is taken through, from your own inbox. A reply or a bounce stops it for that person straight away. Enrol people by picking them, from a list or from a saved view; anyone emailed in the last few days is left out unless you say otherwise. An email can have two versions, and the report shows who replied, bounced, finished or was stopped. Sequences in the sidebar.
    • Lead scores. A new field type adds up points for what a record says ("job title contains Director") and for recent replies, meetings, forms, clicks and opens, which can fade over time. It is kept up to date for you, sorts and filters like any number, and a Why? button shows which rules gave the points.
    • Duplicate rules. Say what makes two records the same (Same or Similar, per field). They are checked every few hours, and likely duplicates wait on the Duplicates page with a percentage and a side-by-side preview of the merge. A rule you trust can merge on its own.
    • Hierarchies. A company can have a parent and subsidiaries; its record shows the tree and everyone linked across the group, and rollups can add up across it.
    • Stage requirements. A stage can need fields filled in before a deal moves into it, and won or lost can ask for a reason. The board asks on the drop; flows, imports and the API keep the same rule.
    • Address fields in six parts, written the way each country writes them, and default values for any field (today, the person creating it), with a quick-create form of the fields you choose.
51. 15 October 2026Email Infrastructure

    Told when Gmail users mark your mail as spam

    Solstral now watches what the receivers say about your mail, not only what was delivered.

    • Gmail spam reports. When Google Postmaster Tools reports that more than 0.1% of the mail from one of your domains was marked as spam, owners and admins are told, in the app and by email. Over Google's 0.3% line, marketing email is paused as well, until you resume it in Settings, Email.
    • DMARC failures. A sudden jump in the share of your mail failing DMARC, usually something new sending as your domain or a changed DNS record, is flagged with the domain it is on.
    • A stricter start. A campaign whose first thousand emails hard-bounce at 5% or more now stops itself and waits for you, instead of carrying on to 8%.
52. 15 October 2026AI Assistant

    Goals that run themselves: programs, a weekly review, and tasks in your own words

    A goal can now do more than show a number.

    • Goals on any event. Count meetings booked, forms sent in, orders placed or anything else Solstral records.
    • Programs. From a goal's menu, Plan a program works out who to work on, a first email (with your booking link for a meetings goal), a holdout to show what it actually caused, and which assistant task helps, and shows how many people would be emailed before anything happens. One approval starts it; one button pauses, stops or undoes it.
    • A weekly review. Each program looks at its numbers once a week: it pauses when a budget is used up, stops an email that is doing harm, and drafts more of what works. How much it does by itself is up to you, from suggest only to act within the budget.
    • Limits per goal. AI credits a month, emails a week, and how often one person may hear from it, on top of your contact policy.
    • Tasks in your own words. "Every Monday, review our top flows and flag anything slipping" becomes an assistant task that reports what it finds.
53. 15 October 2026CRM

    Campaigns ride out an email outage, and safer API keys

    A round of work that keeps Solstral steady when something around it goes wrong.

    • Campaigns wait out an outage. If the email service is briefly unreachable, the people a campaign was sending to are shown as waiting and are sent automatically when it is back, instead of being marked as failed.
    • API keys. Each key now shows who made it, and when that person is removed or deactivated the keys they made stop working, like the keys that act as them already did.
    • Formula fields stop at 32,767 characters of text, the same limit as a spreadsheet cell.
    • Flows. A Format data step's regular expression now runs in time that can't run away, whatever the pattern; back-references and look-arounds aren't supported, and the builder says so as you type.
    • Booking pages on a workspace whose sending hasn't been reviewed yet count their emails to bookers toward the daily allowance, and use the standard wording until the review.
54. 15 October 2026CRM

    Personal and sensitive data, protected field by field

    Every field now says what kind of data it holds, and Solstral treats it accordingly.

    • Classify each field. Not personal, personal data, or sensitive. A contact's name, email, phone and address are personal data from the start; change any field in Settings, Objects & fields.
    • Sensitive fields are encrypted. A salary or an ID number is stored encrypted with your workspace's own key, so the database and its backups hold only scrambled text. Admins and the record's owners see it; it is never searched, reported on, put in an email or sent to the AI.
    • Hide personal data from members. Turn it on in Settings, Members & access, Access & visibility and members see j•••@acme.com on records they don't own, unless their team may see personal data.
    • Out of the logs. Classified fields are hidden in Solstral's own logs too, and platform support never sees personal data.
55. 15 October 2026CRM

    Solstral on your phone: a layout that fits, notifications that reach you, and an app to install

    Solstral now works properly on a phone.

    • Built for a small screen. The inbox shows one thing at a time, the list or the conversation with a Back button, and its folders slide in from the top. The calendar becomes a list of days. On a touch screen, buttons and fields are big enough for a finger.
    • Push notifications. Turn them on for each browser in Settings, Notifications, and mentions, new bookings, conversations assigned to you, customers writing back, approvals and texts reach you even with Solstral closed. A new Push column says which kinds come through.
    • Install it. Add Solstral to your home screen or dock from the browser, and it opens like an app, with a proper page when you're offline.
56. 15 October 2026CRM

    Rollups, field history, flow versions, reply times and Slack

    The tools teams moving from GoHighLevel or HubSpot look for on day one.

    • Rollup fields. Count, total, average, smallest, largest or most recent of a field across linked records: total open deal value on a company, number of tickets on a contact. Optionally only the linked records that match a condition.
    • Field history. Every field on a record shows who changed it, when, from what, and whether it was a person, a flow, an import or the API.
    • Views. Private, team and everyone views, pinned to the top; totals and averages in a list's footer over every matching record; boards split into swimlanes by a second field.
    • @mentions in record notes tell the teammate, but only if they can open the record.
    • Notification summaries. Each kind of notification email can come as it happens, in a daily summary or a weekly one, and quiet hours hold email until they end, in your own time zone.
    • Flows. Ten starter flows on New automation. Every publish is kept with what changed, and an older version can be restored as a draft. A run can be replayed with the same event to check a fix. A wait can follow a date on the record when it moves.
    • Campaigns. A/B results now say whether the leading variant is really ahead, the gap is within chance, or there isn't enough data yet. Review has a Check links button that finds links leading to an error page.
    • Inbox. A mailbox can promise a reply time: when a customer waits past it, whoever has the conversation is told and it shows under Reply overdue. Assignment rules (words in the subject, the sender's domain, the channel) decide who a conversation goes to and can label it. Customer messages and your replies can be translated.
    • Slack, Zapier and Make. Post deals won, new tickets, meetings booked and more to Slack channels, or post your own message from a flow. Zapier and Make can subscribe to any CRM event.
57. 15 October 2026CRM

    Search everything at once, and a faster app under load

    One search box for the whole workspace, and a round of work so Solstral stays quick for big teams.

    • Search everything. The search at the top (or Cmd-K) now finds records, conversations, tickets, meetings, flows, email templates, Library files and notes, emails and calls on records, ranked together. Accents and spaces don't matter: "nguyen" finds "Nguyễn". It only shows what you could open anyway.
    • Instant clicks. Starring, assigning, closing or archiving a conversation, and editing a field in place on a record, show the change the moment you click and put it back if it can't be saved. Hovering over a conversation or a record's name starts loading it, so it opens straight away.
    • Big jobs wait their turn. When an import or a bulk edit sets off thousands of flow runs, a flow started by someone filling in a form or booking a meeting goes to the front of the queue. Exports, backups and clean-ups take turns so they can't slow everything else down.
    • Changes reach every server at once. Renaming a field, changing a plan or switching a feature on now shows everywhere within a second.
    • Long lists keep going. The activity log's Load more no longer stops at 200 entries, flow run history has Show older runs, and a very busy record's timeline says when it is showing its latest 1,000 items.
58. 15 October 2026Reporting

    Share a report or dashboard outside the workspace

    Share outside on a report or a dashboard makes a link for someone without an account: a client, a board member, an accountant.

    • It stops working after a day, a week, a month or three months, and you can turn it off at any time.
    • It can ask for a passcode and for the viewer's email.
    • They see plain tables, as you see them, with emails, phone numbers and personal fields masked.
    • Every opening is in the audit log.
59. 15 October 2026AI Assistant

    A chat bot that finds the right answer more often, and a way to test it

    Your website chat bot got better at finding answers, and you can now check it keeps finding them.

    • Better search. The bot now searches your knowledge by meaning and by the exact words a visitor uses, and merges the two. On our test set it put the right article first 90% of the time, against 57% before.
    • Test your bot. Under Chat, Knowledge, Tests, write down the questions your customers ask and which article answers each, what the answer must say, or both. They run again whenever your knowledge changes, and admins are told if one that passed now fails.
    • Checked before you save. Editing an article now checks your test questions first, and names any the change would break before anything is saved.
    • What the bot read, in your Inbox. Under every bot answer, a line says how it answered (a quick answer, from your articles, or why it handed over) and names every article it read, internal ones included.
60. 15 October 2026CRM

    The CRM that fills itself

    Less typing: Solstral now finds the people you work with and keeps their records up to date.

    • Capture from your mail and calendar. Connect Gmail or Outlook and Solstral reads a year back, from the headers alone, to find the people you have actually written to and met, their companies, and threads that look like deals. They wait on the new Capture screen for a yes (or are added for you in Auto mode), matched against what you already have so nobody is added twice, and every batch can be undone.
    • AI fields. Make any text, number, date, checkbox, dropdown or link field one the AI fills: say what to work out and what it may read (other fields, linked records, recent emails and meetings, their website). It fills new records and runs again when what it reads changes; Fill this column does the rest, with the cost shown first. A dropdown stays inside its options, every value shows what it rests on, and a value someone typed is never replaced.
    • Meeting briefs. Half an hour before each meeting (you choose 15 minutes to an hour) you get a brief by email, push and the bell: who is coming and their role, your history with them, open deals with days in stage, open tickets, what they clicked and visited lately, what they said when booking, and questions to ask. Every line opens its record.
    • What's happening on every deal. A short summary at the top of each deal with its risks (a slipped close date, one contact only, stuck longer than won deals were, gone quiet), why each matters, and the next step. It is worked out again only when something on the deal changes. After a meeting, draft a recap for the guest in one click.
61. 15 October 2026CRM

    Under the hood: a lighter Home page and steadier connections

    Work you mostly won't see, but will feel.

    • Home opens with less work. The day-by-day numbers on Home (new records, emails delivered, opens, meetings, form entries) are now kept as daily totals, so opening Home counts only today instead of the last sixty days. The numbers are the same.
    • Steadier connections. Calls to payments and to the AI now give up after a set time instead of hanging, and when a service is failing Solstral pauses calls to it for a moment rather than making everyone wait.
62. 15 October 2026CRM

    Booking pages, forms and their emails in your customers' language

    The people who book with you and fill in your forms can now read them in their own language: English, Spanish, French, German, Portuguese, Italian, Dutch or Vietnamese.

    • Per page. Each booking page and form has a Language setting. It starts as your workspace's language.
    • Everything they read. The page's own words, the month and day names, the booking confirmation, reminders, changes and cancellations, the form's buttons and messages, and the finish-later email all follow it, dates included. Your own copies stay in English.
    • The subscription page answers in the language the visitor's browser asks for.
    • What you typed yourself, such as event titles and questions, stays as you wrote it, and your own wording in Public wording still wins.
63. 14 October 2026Marketing

    A consent history for every address, and an evidence pack

    Solstral now keeps one dated history of what each person has said about being emailed, so you can show exactly when and how they agreed, and when they asked you to stop.

    • Everything in one place. Joining a list (by a form, a confirmed sign-up, an attested import, a flow or by hand), unsubscribing, marking an email as spam, being blocked by your team and that block being lifted. Unsubscribes and confirmations now also record the IP address they came from.
    • Your history comes too. Past sign-ups and unsubscribes are copied in at their original dates, so the history starts with your first contact, not today.
    • See one person's. On a contact's Marketing card, admins can open Consent history.
    • Download the evidence pack. Consent evidence on Marketing ▸ Do not email downloads the whole history as a spreadsheet, ready for an email provider's review or a privacy request.

    Bounces aren't part of it: an address that can't receive mail is a fact about the mailbox, not something the person said.

64. 14 October 2026Marketing

    A contact policy: how often, and when, people hear from you

    Set one rule for how often a person may be contacted, and every automated sender follows it.

    • Frequency caps. At most so many marketing messages, or messages of any kind, in so many days.
    • Quiet hours. Nothing overnight, or on chosen days, in each recipient's own time zone when their record has one.
    • Cool-downs. No marketing for a few days after someone replies, and nothing from a campaign, a flow or an agent for a while after a spam complaint.
    • Nobody is dropped. Someone the policy holds gets the email when it's allowed; a campaign's report shows who is waiting and until when.
    • Your own emails are never held, but they count toward a cap on every message.

    Set it in Settings ▸ Email ▸ Marketing ▸ Contact policy. An admin can send an urgent campaign without waiting; that is recorded in the audit log.

65. 14 October 2026CRM

    Fewer surprises: two people at once, dates and money, unfinished forms

    A sweep of the rough edges that show up once a team uses Solstral every day.

    • Two people at once. Email templates, chat widgets and booking pages say who else has them open, and a save made over someone else's asks first. Board cards dragged by two people at the same moment both stay where they were put. The Inbox says when a teammate is viewing or replying to a conversation, and a second reply within ten seconds asks before it goes.
    • Dates and times. A new Date and time field ("next call at 15:00"), shown on each person's own clock. Typed dates follow your workspace's date order. Schedules fire once across a clock change. Flows can wait weeks, months or years and land on a real day, and "comes round again in N days" makes birthday and renewal flows.
    • Money. Totals on boards and Home add up exactly, and amounts show in their currency's own decimals.
    • Accents. Searching "Nguyen" finds "Nguyễn", in records, duplicates and the Inbox.
    • Meetings. Round robin shares bookings by recent load, with a report on the booking page; everyone-attends pages put the meeting on every host's calendar.
    • Forms. Multi-step forms can offer Finish later, which emails a link back. A form can keep unfinished answers (and says so), list them, and start a Form left unfinished flow. Pressing Submit twice is one submission.
66. 14 October 2026CRM

    What people did, on their timeline

    A record's timeline now shows what the person or company did, beside what you said to them.

    • Orders and subscriptions from your store, Stripe or Shopify, with the total and what was bought.
    • Links clicked, meetings booked, segments joined, stage moves, and the events your own systems send with the track API.
    • Easy to tell apart. Events have a small coloured ring instead of an icon, and an Events filter shows them on their own.
    • The same roll-up as emails. A deal or a company shows its people's orders, marked via their name, and never another person's on someone's own record.

    Personal details your team marked as private on a tracked event aren't shown in the summary.

67. 14 October 2026Automation

    Flows for the Inbox and tasks

    Flows can now start from what your team does in the Inbox and with tasks, and can hand conversations out.

    • Conversation assigned, closed or reopened. Filter by mailbox, channel and who it went to.
    • Task completed, or overdue. Overdue means the day after its due day, in your workspace's timezone, once per due date.
    • Assign conversation. A new step gives a conversation to a person or the mailbox's next person in line, unassigns it, or closes it, as the flow.
68. 14 October 2026Marketing

    Segments on what people do, kept live

    Lists can now be built from what people did, not only from what their record says, and can keep themselves up to date.

    • Something they did. In any dynamic list, campaign audience or flow condition, choose Something they did…: paid at least twice in the last 60 days, never clicked an email in the last 30, booked a meeting, or any event your own systems send. Narrow it with details such as an order total over $100.
    • Keep live. Tick Keep live on a dynamic list and it notices the moment someone starts or stops matching: an order, a click, a change to their record, or a window they fall out of.
    • Start a flow on it. The new Joins or leaves a segment trigger starts a flow for each person who joins (or leaves) a live list. People already in the list when you turn it on don't count as joining.
69. 14 October 2026Marketing

    Machine opens kept apart, and send-time optimisation that proves itself

    Apple Mail Privacy Protection and email image proxies open every message on delivery. Those are now shown as machine opens and never counted as opens, so your open rate, "opened" flows, non-opener follow-ups and send-time optimisation only hear from people. Send-time optimisation learns from opens and clicks, stays out of quiet hours, and is on by default only once an experiment in your workspace shows it helps.

70. 14 October 2026Automation

    Measure what your marketing adds, and rehearse it before it goes live

    Solstral can now tell you what a campaign or flow actually caused, and show you what one will do before you switch it on.

    • Holdouts and lift. Hold back a share of a campaign's audience or a flow's entrants, or a control group from all marketing, and see the difference with an interval that stays honest however often you look.
    • Rehearse. Replay the last weeks of real events through a draft flow, or a campaign through its holdouts and your contact policy, and see who it would reach and when, before anything is sent.
    • Why? On a timeline email, a recipient, a segment member or an agent's action: what produced it, from what was recorded.
    • Where a lead came from. utm tags, click ids and referrers are kept on the records your forms, bookings and chats create, with leads and won revenue by first touch.
71. 14 October 2026CRM

    A calendar of your meetings, tasks and busy time

    Meetings ▸ Calendar shows your week or month at a glance: your meetings, your tasks on their due days, and the busy time on your connected Google or Outlook calendar, in your own timezone. Admins can switch to everyone's meetings. Click a meeting to open it, or a task to open its record.

72. 14 October 2026CRM

    Metric fields: what each person did, worked out for you

    A new kind of field adds up what each record has done. Pick what to work out and from which event, and every record shows it: no formulas over exports, no nightly jobs.

    • Count, total, smallest, largest, first, most recent. Orders paid in the last 90 days, the total a customer has paid, their largest order, when they last clicked an email, the plan they started on.
    • From any event. Orders and subscriptions from your Stripe or Shopify, email clicks, meetings, logged activity, stage moves, and the events your own systems send.
    • Only when. Count only orders over $500, or only in Australian dollars.
    • Up to date within a minute of each event, and right for people added after their events arrived.
    • Works with formulas. A formula can read a metric, for a score or a tier.

    Add one in Settings ▸ Fields: choose Metric (from events).

73. 14 October 2026CRM

    Move from GoHighLevel, HubSpot or Pipedrive, import Excel files, and undo an import

    Bringing your data across from another CRM is now a single import, not a weekend of spreadsheet work.

    • Exports recognised. Choose a GoHighLevel, HubSpot or Pipedrive export and Solstral says what it is and maps its columns for you: email to your email field, phone to phone, first and last name joined into one name.
    • Pipelines and stages. A deals or opportunities file lists its pipelines and stages, and you choose where each goes in your own pipelines. A stage you don't have can be added during the preview.
    • Deals linked to their contacts by email, once they're in.
    • Excel and European files. Import .xlsx directly. Semicolon-separated files, Windows encodings and numbers written 1.234,56 are read the way they were written, and the import shows what it detected so you can change it.
    • Undo an import for 30 days: records it created go to Trash, and records it changed get back what they had, unless someone has changed them since.
    • Carry on an import that stopped half-way by choosing the same file again.
    • Big bulk changes (over 200 records) run in the background with a progress card, and you're told when they're done.
74. 14 October 2026AI Assistant

    One assistant, skills, flows that ask it, and your data in your own bucket

    Solstral now opens properly to AI, its own and yours.

    • One assistant. The assistant no longer has a name, and the scheduled helpers are now Assistant tasks named for their job: Daily summary, Data tidy-up, Lead triage and the rest. What they do is unchanged.
    • Skills. Write a procedure your team repeats once ("Monthly flow review": its steps, what it needs to be told, the actions it may use) and anyone can ask the assistant to run it. A skill can only narrow what the person running it may change. Settings ▸ AI assistant ▸ Skills.
    • Ask the assistant, from a flow. A new flow step hands the assistant a goal, the actions it may use and a cap on credits. The flow waits for its answer and carries on with it; anything it changed can be undone.
    • Claude, ChatGPT and other AI apps can follow what happens in your CRM from a cursor, make a change safely (once, as a dry run, or by asking an admin), see cards for records and approvals, and be limited per connection to read-only with a daily budget, or undone in one click. Admins can write house rules and notes on objects and fields that every AI reads.
    • Webhooks for CRM events, delivered as CloudEvents: a contact created, a deal won, a form submitted.
    • A sandbox workspace on paid plans: your setup without your records, from which nothing is sent to anyone.
    • A daily export of events and records to your own Amazon S3, Cloudflare R2, Google Cloud Storage or Backblaze B2 bucket. Settings ▸ Data.
    • Live updates. The bell, the inbox and record pages update the moment something changes, and a record shows who else has it open.
75. 14 October 2026AI Assistant

    What's Next reads your orders: bought together, and due again

    What's Next now looks at what your customers buy, from your store and your connected Stripe or Shopify.

    • Bought together. When customers who buy one product go on to buy another far more often than chance, you're told how many have bought the first and not the second yet.
    • Due again. For products people buy repeatedly, it works out the usual gap and tells you who is due now.
    • One click to a segment. Build the segment shows a plan you approve; it creates a live segment of exactly those people, which keeps itself up to date and can start a flow. The assistant can draft the campaign or flow for you.

    Suggestions need enough customers behind them, so a quiet shop isn't told about a coincidence. Admins see them; nothing is created until you approve.

76. 14 October 2026CRM

    Reports: every row one click away, calculated measures and scheduled emails

    Reporting gets deeper and travels further.

    • The rows behind every number. Click any bar or total on any report, including emails, texts, meetings and tickets, to see the rows it counted. Reporting ▸ Explore lists any module's rows for a period, with Make a report from this.
    • Time of day and day of week. Group by the hour, the day of the week, the hour of the day or the month of the year, in your workspace's timezone.
    • The linked record's fields. Report texts, emails or meetings by their contact's or company's own fields: industry, region, size.
    • Calculated measures. Add % of total, a running total, growth on the row before, or one measure divided by another (a win rate) in the editor's new Calculated section.
    • Scheduled emails. Schedule on any report emails it daily, weekly or monthly at the hour you choose, with every row attached as a CSV. Each person gets it as they'd see it in the app.
    • Dashboard filters. A new Team filter, and any tile can keep its own report's filters.
77. 14 October 2026CRM

    Security controls: IP allow-lists, confirm it's you, the DPA in one click

    A round of controls that security reviewers ask about, and a few that protect your AI credits and your website visitors.

    • IP allow-lists. Limit where your workspace can be used from: signing in, the API and AI connections. Each API key can have its own list too. Settings ▸ Security.
    • Confirm it's you. Creating an API key, changing single sign-on or changing someone's role now asks for your password if you signed in more than 15 minutes ago.
    • Legal. Settings ▸ Legal shows which version of the Terms, Privacy Policy and Acceptable Use Policy your workspace accepted, and lets an admin accept the Data Processing Addendum in one click, with a PDF record.
    • Daily AI budgets. The website chat, the text bot, social replies and flows each get a day's AI budget, so a spam run can't spend the month's credits. Settings ▸ AI assistant.
    • Outbound webhooks. A delivery log with Send again, secret rotation that keeps the old secret working for a day, and endpoints that fail for a week are switched off with a notice.
    • Website tracking privacy. Consent mode, Global Privacy Control, shortened IP addresses, your own domains only, and bots left out.
    • API retries. Every API POST accepts an Idempotency-Key, so a retried request runs once.
    • Single sign-on. Each SAML response is accepted once, and sign-in from the identity provider's dashboard can be switched off.
78. 14 October 2026CRM

    Connect your Stripe account or Shopify store

    Orders, payments and subscriptions from the tools you already sell with now arrive in Solstral as events on the right contact.

    • Stripe. Successful payments, refunds, and subscriptions starting, changing and ending. A customer's Stripe id becomes theirs, so later events find them even without an address.
    • Shopify. Orders placed, paid, cancelled and refunded, with what was bought, and customers as they are created and updated.
    • Your store too. Orders placed in a Solstral store are recorded the same way.
    • Nothing missed, nothing twice. A delivery about someone not yet in the CRM waits and joins them when they are added; a resent delivery is recognised and recorded once.

    Connect a source in Settings ▸ Tracked events ▸ Connected sources: paste the address it shows into your Stripe or Shopify webhook settings, and paste their signing key back. Each delivery is checked against that key before anything is read.

79. 14 October 2026CRM

    Text messages: two-way texting, campaigns, flows and a bot

    You can now text your customers from Solstral, on your own numbers, and get their replies in the same place as everything else.

    • From a record or the Inbox. The Text tab sends from a contact, with templates and scheduling; replies arrive in the Inbox's Texts view and on the contact's timeline.
    • Consent handled. STOP, START and HELP work on every number, and consent from your forms, booking pages and imports is recorded with its evidence.
    • Text campaigns. Marketing ▸ Texts shows who a campaign reaches and what it costs before it goes, gives each person their own short link, and reports who got it, clicked, replied and opted out.
    • Flows and reminders. Text from a flow and wait for a YES or NO; meeting reminders go by text, and replying C cancels.
    • A bot that answers first on any number you give one, which steps aside when your team replies.

    Request a number in Settings ▸ Text messages. Texts use your plan's text credits.

80. 14 October 2026CRM

    Send your own events to Solstral with the track API

    Your website, app and other systems can now tell Solstral what people do, with POST /api/v1/events and an API key.

    • Segment-compatible. Send track and identify messages in the shape Segment and RudderStack already use, one at a time or up to 100 in a batch. A resent message is recognised by its messageId and not counted twice.
    • Filed on the right person. An event is matched to its contact by your own user id, an external id such as a Shopify customer, an email address or a phone number. An event about someone not yet in the CRM waits, and joins their record once they identify or are added.
    • Your event types, under your control. Each event name appears in Settings ▸ Tracked events the first time it arrives. Describe it, mark which details hold personal data, say what its details should be, or block it.
    • In flows and the assistant too. A flow's new Track event step and the assistant can record the same events on a record.

    Tracked events count toward a monthly allowance on each plan.

81. 14 October 2026AI Assistant

    Why did this change? and live audits

    Why did this change? on any report with a period splits the change by each dimension, biggest contributor first, and separates a shift in mix from groups really changing. What's Next now audits what is running: broken or redirecting links, offers that have ended, products that can't be bought, and flow emails clicked less than your others, each with a button that opens the exact step.

82. 14 October 2026CRM

    Retention and legal hold, regional settings, a command palette and a status page

    A round of controls for admins and a quicker app for everyone.

    • Data retention and legal hold. Choose how long to keep form answers, chat transcripts, booking details and site analytics; old data is removed each night the same careful way erasing a person removes it. A legal hold stops every automatic or requested deletion until it is lifted. Settings ▸ Data.
    • Regional settings. Pick your country and Solstral suggests your currency, date order and how numbers are written (1.250,50 or 1,250.50), alongside your timezone. New workspaces start in their own country's format.
    • Public wording. Change the fixed words your customers see on booking pages, forms, the chat widget and the subscription page, for example into their language. Settings ▸ Branding.
    • Command palette and shortcuts. ⌘K now lists actions as well as records and settings; press ? for keyboard shortcuts, like g then h for Home.
    • Kinder failures. If you are signed out, offline or going too fast, one notice says so and offers the way back; a page you were editing asks before you leave it.
    • Audit export. Download the audit log as CSV or JSON Lines, or receive each entry by webhook.
    • Service status. solstral.com/status shows whether each part of Solstral is working, from the app's own checks.
    • Accessibility. Dialogs keep keyboard focus and give it back, saving is announced to screen readers, and animations calm down when your device asks for less motion.
83. 8 October 2026AI Assistant

    What's Next now spots meetings, overdue deals and fresh clicks

    What's Next looks for three more things each morning:

    • Meetings nobody followed up. A meeting that ended in the last fortnight with no email, call, task or later meeting since. It goes to the host, with a button that creates the follow-up tasks.
    • Deals past their close date. Open deals whose close date has passed. Each is either a win that slipped or a forecast that is wrong.
    • People who just clicked. Anyone who clicked a campaign email this week and hasn't been contacted since: the warmest calls on your list.

    Home also shows a 30-day summary of what acting on suggestions led to, and closing a plan without building it puts the suggestion straight back on the list.

84. 8 October 2026AI Assistant

    What's Next now reads each suggestion before it reaches you

    The rules behind What's Next find candidates; now the assistant reads each one in context before it reaches anyone: the meeting and what they said when they booked it, the last few notes and emails, and the deal it belongs to.

    • Only what's worth doing. A routine onboarding call with a customer, a colleague booking time, a supplier using your contact form: The assistant sets those aside, says why, and you can bring any of them back. Meetings with your own team are never suggested at all.
    • Exactly what to do. Under each suggestion, the assistant's picks name the record and the next step, such as Send the proposal she asked for on the call, with the ones for today first and a draft email where an email is the move. The draft is sent only when you press Send.
    • It learns. Tell it something isn't needed, in a click or in your own words, and it remembers. Stop suggesting a booking page or a company entirely in one click. And how long counts as "gone quiet" is now learned from the deals your team actually won.

    An admin can switch the reading off in Settings ▸ AI assistant ▸ What's Next; suggestions then come from the rules alone. Each suggestion the assistant reads uses one AI credit, at most 30 a day and only for suggestions that are new or have changed; with no credits left, suggestions come from the rules alone.

85. 7 October 2026Marketing

    Email builder: one toolbar at a time, Library-only images, and HTML emails imported with their images

    More polish for the email builder, and a proper way in for HTML emails made elsewhere.

    • Only the block you point at shows its toolbar. A block inside a column shows its own actions, not the column block's too; point at the column block's edge or gap to get its actions. The toolbar stays up while you move towards it, even across another block, and you never see more than two: the selected block's and the one you are pointing at.
    • Every image goes through the Content Library. Add image and Replace both open the Library, where you can upload too, so every image in an email is one you can find again.
    • Tidier side panel. Mobile and visibility settings are at the bottom, Delete lives only on the block's own toolbar, and the text block's panel is gone: alignment, line spacing, colour and clean-up are on the toolbar above the canvas.
    • HTML emails are sent as written. Style blocks, media queries, Outlook conditional comments and the doctype are kept; scripts, forms, frames and event handlers are still removed.
    • Import an HTML email with its images. Drop a .zip, a folder, or the .html with its image files. The images are saved to a new Content Library folder, the email is pointed at those copies, and you see what was found, what is missing and what was removed before anything uploads.
86. 7 October 2026AI Assistant

    What's Next: the few things most worth doing today, on Home

    Home now has What's Next: a short, ranked list of the few things most worth doing today, each with a button that does it. An admin turns it on in Settings ▸ AI assistant ▸ What's Next; it is off by default.

    • What it looks for. Each morning at 5am in your workspace's timezone it checks for deals that have gone quiet (no contact and no stage move for 21 days), new leads from forms or chat that nobody has emailed, called or set a task for within 48 hours, goals that are behind pace, and past customers who have gone quiet and can still be emailed.
    • Goals in plain words. Type a goal such as “Book 30 meetings this quarter”. Solstral shows exactly how it will be measured from your own data and saves it only when you press Set goal. It is an ordinary goal you can edit under Reporting ▸ Goals.
    • Do it, Show me, snooze or dismiss. Do it builds a plan of follow-up tasks you approve before anything changes, or hands the job to the assistant, which never sends, schedules or publishes without asking. Show me lists the records behind each number, limited to records you can see. A dismissed suggestion only returns if it gets clearly worse.
    • Who sees what. Members see suggestions about their own records; admins also see team-level ones. Each suggestion has a one-line reason written by AI and checked so it can't invent numbers, and it uses no AI credits.
87. 6 October 2026Marketing

    Email builder: actions out of the way, shortcuts that match the toolbar, and uploads you can file

    A round of fixes to how the email builder feels while you edit.

    • Block actions sit beside the email. Move, duplicate, save, who sees it and delete now appear in the margin next to a block instead of on top of its text.
    • Text is edited on the canvas only. Headings no longer have a second text box in the side panel, and a columns block's panel is styling only: number of columns, gap, padding inside each column, vertical alignment and a background colour per column.
    • The toolbar shows what's on. Click into bold, italic or underlined text, a list or a link and its button lights up. ⌘B / Ctrl+B, I, U and ⌘K / Ctrl+K do exactly what the buttons do.
    • Open links in a new tab. The link dialog has an Open in a new tab option, on by default.
    • Uploads say where they go. Uploading an image (in the email builder, the Content Library picker, forms and social posts) now asks which Content Library folder to save it in, with a progress bar and a confirmation.
    • Scroll while dragging. Hold a block near the top or bottom of the canvas and it scrolls; the mouse wheel works too.
    • Divider padding in columns. The side panel now shows a block's real left and right padding inside a column (0 by default), so changing it does what it says.
88. 3 October 2026Marketing

    Folders for campaigns and lists, and form redirects that work

    Two fixes for keeping marketing tidy and forms behaving.

    • Folders on Campaigns and Lists. Both pages now have a folder rail, like Email templates. Create, rename and delete folders, drag a campaign or list onto one to file it, or use Move to folder in its menu. New campaigns and lists land in the folder you're viewing, and duplicates stay beside the original. Deleting a folder never deletes what's in it.
    • Redirect after submit. Forms and booking pages set to send people to another page now do, when the page is on a domain you've verified (including a sending domain, or any subdomain of one). For any other site, visitors get a clear Continue button instead of the thank-you screen.
89. 3 October 2026CRM

    New workspaces: one daily email allowance until the first review, and a bot check on signup

    More protection for the sending reputation every workspace shares.

    • One allowance for direct email until review. Until our team has reviewed a new workspace's sending (usually within one business day), it can send up to 20 emails a day in total through one-to-one email, Bulk send, the transactional email API and flow notifications addressed outside your team. Replies to emails people send you, notifications to your own team and test sends don't count. Once approved, the limit is gone.
    • Bulk send pauses with marketing. If a workspace's marketing sending is paused, Bulk send from a record list pauses too. Single emails still go.
    • A quick security check on signup. Creating a new workspace now includes a Cloudflare check that most people never see.
90. 2 October 2026CRM

    Import catches more addresses that would bounce

    The import preview's email check now catches more of the addresses that would bounce, before they cost your domain its reputation.

    • Every row is checked for a mail server. On large files, only the first 5,000 rows used to have their domains checked. Now the whole file is. If a very large file can't be fully checked in time, the preview says so.
    • Addresses that bounced recently. An address that recently bounced as undeliverable when emailed from Solstral is flagged as Bounced recently, and campaigns skip it. As soon as any email to it is delivered again, it stops being flagged.
    • More typos. Near misses of the big providers, like gmaol.com or hotmal.com, are flagged as a Possible typo in the domain with the likely correction. If the domain can't receive mail, it is marked as a definite typo.
    • Many more disposable inboxes. The disposable inbox check now knows over 9,000 throwaway email providers instead of a few dozen.
91. 2 October 2026Marketing

    Safer marketing sends: a first-send review, warm-up by default and campaigns watched as they send

    Every workspace shares the reputation of the servers its email goes out from, so one bad list can hurt everyone's deliverability. Four changes protect it.

    • Your first marketing send is reviewed. A workspace's first campaign or flow marketing email waits for a quick review by our team, usually within one business day, then goes out automatically. Test sends, one-to-one email and notifications are never held. Until then, up to 20 emails a day can be sent through the transactional email API, which is plenty to build and test an integration.
    • New sending domains warm up by default. A new domain starts at 20 campaign emails a day and grows to unlimited over four weeks, so mailbox providers see steady growth. Once your sending is approved you can switch warm-up off.
    • Campaigns are watched while they send. A large campaign sends its first 100 emails, waits 10 minutes for bounces, then carries on. If too many hard-bounce or are reported as spam, the campaign stops and you're emailed the reason.
    • Undeliverable addresses are skipped. Malformed addresses, typo'd domains, disposable inboxes and test data are left out of every campaign and shown as skipped in the report.
92. 1 October 2026CRM

    Import CSV files of any size, with a progress bar

    The importer used to stop at 5,000 rows. It now takes a file of any size. The preview and the import both run in batches, with a progress bar showing how many rows are done and roughly how long is left.

    • Very large files are slowed down a little so the CRM stays fast for everyone, and the import carries on by itself. A dropped connection is retried when doing so can't create duplicates.
    • Stop import keeps every row imported so far. If an import stops early, it tells you which rows went in and how to finish.
    • The preview spots duplicate rows anywhere in the file, not only near each other.

    Cells with several values

    When a column has lists in its cells, like vip, newsletter, the mapping step now explains what will happen. For a Tags or Multi-select field, it shows how one cell splits into separate values and which values are new. It also warns when rows will be skipped because a multi-select field doesn't offer one of their values. For a single-choice dropdown, it says the whole cell will be one value. It also flags |-separated lists, which aren't split.

93. 1 October 2026CRM

    Choose which flagged email addresses to import

    The import preview has always warned about email addresses that will bounce or are worth a second look. Now it groups them by reason, with a tick box for each. Untick a reason, such as Shared role address or Typo in the domain, and every row carrying it is left out of the import. The counts and the Import button update as you go, and nothing is left out unless you untick it.

    Show beside each reason lists example rows, and Download flagged rows saves every flagged row from your file with its reason, so they can be fixed and imported later.

    Numeric QQ addresses (like 742981487@qq.com) are no longer flagged as test data, because that is what a real QQ address looks like.