Ichimai
Release stage: Alpha

Product changelog

A list of updates we've been doing behind the scenes.

Version: v0.13.0-alpha

1 March 2026

New

  • Added customer phone number support in Quotes, so each client profile can now store and show a phone contact.
  • Added organisation email branding controls in Settings, including dedicated logo upload and brand colour selection for quote PDFs.
  • Added a dedicated Database area in the dashboard, with separate sections for Services and Clients.
  • Added a new actionable Dashboard home with KPI cards and activity widgets for clients, services, quotes, and conversations.
  • Added per-user dashboard layout preferences, so KPI and widget order can be saved and reused.

Improved

  • Improved proactive draft matching for WhatsApp by using phone-based matching, so incoming messages are more likely to map to the right client automatically.
  • Improved pricing insights to work across both Xero and Ichimai clients, with smarter fallback to quote history when needed.
  • Improved quote editing with a searchable category picker, making service and category selection faster in larger lists.
  • Improved send flow clarity with better disabled-state guidance, so users understand exactly what is missing before sending.
  • Improved send-action persistence reliability (draft, send, email mode), including safer handling of older stored values.
  • Improved navigation clarity by moving Services and Clients out of Quote tabs and into the new Database section.
  • Improved quote setup guidance links so add Services and Clients actions now route directly to the new Database pages.
  • Improved sidebar active-state behaviour across Quotes, Database, and Knowledgebase routes.
  • Improved the landing Latest updates cards with more relevant release highlights and stronger small-screen button layout.
  • Improved dashboard usability with reorder mode (drag and drop), saved layout, and quick reset to default order.
  • Improved login and onboarding entry flow by routing authenticated users directly to the new Dashboard home.
  • Improved discover chat navigation so opening a conversation by URL query reliably loads the correct thread.
  • Improved freshness of dashboard and quote data by revalidating cached views after key actions (discover messages, quote updates, and Xero sync/connect/disconnect).

Fixed

  • Fixed inconsistencies around "last charged" wording by aligning insights with quote history behaviour ("last quoted" context).
  • Fixed organisation email asset naming and storage consistency by standardising logo paths and bucket usage across settings, SMTP, and PDF generation.
  • Fixed edge cases in Xero-connected endpoints by checking connection state earlier and returning clearer no-connection behaviour.
  • Fixed old routes by redirecting /dashboard/quotes/services and /dashboard/quotes/clients to the new Database pages.
  • Fixed stale dashboard states after Xero integration changes by forcing cache invalidation and status revalidation.
  • Fixed outdated quote routes by consolidating services and clients access through the Database section with consistent redirects.

Version: v0.12.0-alpha

28 February 2026

New

  • Added a full manual quote catalogue in Ichimai, so teams can create and manage their own Services and Clients even without external integrations.
  • Added a new History area for Quotes, with detailed delivery records and line-item breakdowns.
  • Added native Send via email (SMTP) for quotes, including PDF generation and company logo support.

Improved

  • Improved quote workspace onboarding with a clearer setup checklist (Services, Clients, Integrations) before Proactive AI unlocks.
  • Improved quote operations with new admin tabs for Services, Clients, and History, plus faster filtering and paging across larger lists.
  • Improved organisation settings with dedicated billing details, SMTP configuration, and test email flow in one place.
  • Improved instruction policy defaults and auto-populate behaviour to make quote guidance setup faster.
  • Improved quote editor responsiveness, especially on larger quotes, with faster line-item editing and smoother typing.
  • Improved mobile and desktop layout switching in Quote Generate to reduce UI flicker and make transitions feel more reliable.

Fixed

  • Fixed duplicate-send risk in quote email delivery with stronger idempotency handling.
  • Fixed secret handling for SMTP credentials with encrypted storage and safer validation paths.
  • Fixed consistency gaps in quote, service, and client lifecycle by adding archive and restore support with stronger audit traceability.

Version: v0.11.0-alpha

27 February 2026

New

  • Added WhatsApp Business integration in Quotes, including connect/disconnect and business number selection.
  • Added proactive quote draft creation from inbound WhatsApp messages, so quote requests from WhatsApp now flow into the same drafting workflow.
  • Added Meta webhook and callback endpoints required for WhatsApp message ingestion and platform compliance.

Improved

  • Improved Integrations UX with clearer WhatsApp connection states, guided number selection, and better error feedback.
  • Improved Proactive AI to handle message-based intake across Gmail, Outlook, and WhatsApp in a more unified way.
  • Improved proactive draft messaging in the UI to reflect cross-channel input (email and WhatsApp).

Fixed

  • Fixed edge cases in proactive draft refresh for non-email providers.
  • Fixed provider handling across proactive quote flows to include WhatsApp safely.
  • Fixed integration uniqueness constraints so one WhatsApp phone number cannot be linked to multiple organisations.

Version: v0.10.0-alpha

24 February 2026

New

  • Added full Outlook integration for Quotes, with connect, sync, and disconnect controls directly in Integrations.
  • Added proactive quote drafting from Outlook emails, so draft quotes can now be prepared from Outlook inbox activity as well.
  • Added a scheduled Outlook proactive sync, so new Outlook quote requests can be processed automatically each day.

Improved

  • Improved the Integrations page so Gmail and Outlook statuses, sync actions, and connection feedback are clearer and easier to manage.
  • Improved proactive draft handling to support both Gmail and Outlook messages in the same quote workflow.
  • Improved password reset flow reliability across recovery link formats, reducing failed reset attempts.

Fixed

  • Fixed edge cases where Outlook accounts without a valid mailbox produced unclear connection outcomes.
  • Fixed auth callback handling for recovery links, including token and code variants, for more consistent reset access.
  • Fixed quota tracking coverage to include Outlook usage in proactive email processing.

Version: v0.9.0-alpha

23 February 2026

New

  • Added AI proofreading actions for quote subject, email body, and line descriptions, so users can quickly clean up text before sending.
  • Added a detailed Xero quote log view in Logs, including quote recap, line items, totals, and source status.
  • Added a direct Sync email list action in Proactive AI to refresh incoming quote emails on demand.

Improved

  • Improved Proactive AI draft handling with clearer action labelling and smoother behaviour when refreshing and applying drafts.
  • Improved quote workspace continuity by remembering the selected desktop layout between sessions.
  • Improved consistency of generated quote content by applying instruction rules more uniformly across subject, body, and descriptions.

Fixed

  • Fixed edge cases where proactive drafts could produce confusing placeholder line items.
  • Fixed reliability issues in proactive category matching and refresh flows to make draft preparation more predictable.
  • Improved quote activity traceability by logging richer Xero quote recap data after send and save actions.

Version: v0.8.0-alpha

22 February 2026

New

  • You can now get better quote suggestions from Xero data, with smarter matching of services and VAT.
  • The landing page now includes demo videos for both Knowledgebase and Quotes, so it's easier to understand how each area works.
  • You can now choose the AI model used in Quotes (Standard, Analysis, or Fast) directly from the quote workflow.
  • Added a new quote instruction policy schema focused on AI writing rules (language, tone, subject, body, and line-description guidance).
  • Added central quote AI policy constraints to keep generated content safer and more consistent.

Improved

  • Quote pricing suggestions are now more accurate, especially when checking what you last charged a customer.
  • Renamed "Complex mode" feature to "Advanced Quoting".
  • Subject, message, line description, category matching, and proactive quote generation now follow the same selected model for more consistent results.
  • Creating quotes is now smoother, with an easier date picker, smarter VAT defaults, and clearer Proactive AI actions.
  • The landing page is clearer and easier to explore, with stronger feature explanations and smoother language switching.
  • Improved quote generation endpoints to apply organisation instruction policy and client historical style more consistently.
  • Improved proactive draft regeneration and Gmail sync to include richer context (RAG + instruction policy) when generating draft content.
  • Improved the quote instructions page with clearer policy-oriented fields and a starter policy preset.

Fixed

  • Improved reliability when loading pricing history, even when customer matching is not perfect.
  • Proactive quote actions now show clearer labels (for example, regenerate vs populate) based on refresh timing.
  • Fixed small mobile layout and wording inconsistencies across Quotes and landing pages.
  • Minor consistency fixes in quote AI generation flows make behaviour and output more predictable.
  • Fixed consistency issues between live and proactive quote generation paths so subject and body rules are applied more uniformly.
  • Fixed minor UI consistency details in quote panels and instruction-related flows.

Version: v0.7.0-alpha

21 February 2026

New

  • Added a public changelog page in both English and Italian.
  • Added Gmail and Outlook integrations for proactive quote workflows.
  • Added team invitation and organisation settings management in the dashboard.
  • Added a new Action command in the dashboard sidebar, available by click and via Cmd + K / Ctrl + K, including the New discover chat quick action.

Improved

  • Improved proactive quote generation with richer client-style context, better draft refresh logic, and more controlled regenerations.
  • Improved quote drafting and dashboard navigation consistency across longer sessions.
  • Improved Discover chat with source attributions persisted across streaming and conversation history.
  • Improved roadmap and changelog access from dashboard navigation.

Fixed

  • Fixed source metadata handling to keep source references consistent between live responses and saved conversations.
  • Fixed draft pagination edge cases to reduce duplicate proactive quote entries while browsing.
  • Fixed knowledgebase source limit guardrails for clearer handling near usage limits.

Version: v0.6.0-alpha

18 February 2026

New

  • Knowledgebase is now a dedicated area with clearer sections for discovery, instructions, and sources.
  • Contact and legal pages are now available publicly in both supported languages.

Improved

  • The landing experience and navigation now make key information easier to find.

Fixed

  • Unfinished dashboard areas are now hidden to keep day-to-day usage focused and reliable.

Version: v0.5.0-alpha

17 February 2026

New

  • The public experience now supports both English and Italian.
  • Quote workflows now include clearer steps and richer guidance when preparing content.

Improved

  • Integrations and quote flows are now more consistent from request to draft.
  • Dashboard access and sign-in checks are now stronger for safer account handling.

Fixed

  • Mobile chat now works more reliably, with better text input readability on smaller screens.

Version: v0.4.0-alpha

16 February 2026

New

  • A full early access journey is now live, including email confirmation.
  • New home page sections provide clearer product direction and frequently asked questions.

Improved

  • Sign-in and account security checks are now stronger across access flows.
  • Landing and form design are now clearer and more consistent.

Fixed

  • Session flow and access behaviour are now more stable.

Version: v0.3.0-alpha

15 February 2026

New

  • Knowledgebase sources now support more connected tools and clearer source management.
  • Quote drafting now includes richer editing support to improve output quality.

Improved

  • Source organisation, sorting, and status visibility now make large libraries easier to manage.
  • Team and activity views are now clearer when reviewing work across members.

Fixed

  • Connected tools now remain stable for longer sessions.

Version: v0.2.0-alpha

14 February 2026

New

  • Dashboard structure and the first Knowledgebase chat experience are now available.
  • Upload and source processing flows are now available for building shared company knowledge.

Improved

  • Overall responsiveness and loading feedback are now better during chat and source tasks.

Fixed

  • Early layout and navigation edge cases are now resolved for a more consistent experience.

Version: v0.1.0-alpha

13 February 2026

New

  • Ichimai alpha foundations are now in place, including the first dashboard and account access flow.

Improved

  • The base experience is now set up for faster weekly iteration.