Release history

What's new

The latest features, improvements, and platform updates shipped to OfficeHubb from day one to today.

Phase 37New FeatureImprovementFix

Real-time achievements + a cleaner upgrade flow

  • Achievement toasts now appear on any /hubb page — not just home. Log a sale, send a comment, click Call, or hit a 10th / 25th / 50th milestone and the celebration pops on whatever screen you're on
  • Office-wide celebrations — when a teammate hits a big milestone (50+ calls, 100 sales, etc.) the rest of the office sees a quick "Way to go, Sarah" toast too
  • Three new rewards: Search for a person (Solo, $10), Jot in the Notepad (Growth, $15), Save your first bookmark (Growth, $10). Solo and Growth pools redistributed to keep the same totals
  • Trial honesty — your trial now uses the plan you actually subscribed to, not a temporary Full upgrade. No more "wait, where did Forms go?" surprises on day 31. The Rewards panel and feature gates now match what you're paying for
  • Upgrades and downgrades during your trial are seamless — switch plans at any time without ending your trial early or being charged today. Just a "Plan updated" confirmation and you're on the new tier
  • "Your Plan" badge on the active tier card on /hubb/billing, "Switch to <plan>" labels on the others — clear which plan you have at a glance
  • Reviews panel empty state now has a "Connect Google Business" button that deep-links you straight into Settings with the right section already open
  • Onboarding got a brighter visual treatment — colorful ambient gradients on the background and a richer purple card. Less dungeon, more product
  • Removed the stale "1 of 6 milestones / second month free" copy on the onboarding done screen — rewards now credit your Stripe balance live as you earn them
  • Fixed: card comments now correctly attribute to you in the activity heatmap and trigger the "first comment!" toast
  • Fixed: new signups were sometimes getting stamped as Full in the database while paying for Starter — every new agency now lands on the correct tier
  • Fixed: deleting an agency from /support used to fail at random foreign-key constraints (pool numbers, form sessions). Cleanup is now reliable end-to-end
  • Fixed: the Realtime connection on chat and notifications used to drop every 45 seconds, silently losing pushes. Connection now stays alive across token refreshes
Phase 36New FeatureImprovementFix

Premium Chat — trust, reactions, typing, replies

  • Reactions on every message — 👍 ❤️ 😂 🎉 🤔 picker on hover, pill counts under the bubble, click to toggle
  • Reply to a specific message — quote bar above the input, inline ↩ preview header on the reply, click to scroll back to the original
  • Typing indicators in team chat and DMs — "Bob is typing…" with a fixed-height slot so the input never jumps
  • Read receipts on DMs — "Read at 3:24 PM" under your most recent message when the recipient catches up
  • Server-side unread tracking — badges across the topbar, ChatPanel tabs, and the DM sidebar all match exactly
  • "─── New ───" divider before the first message you have not seen, plus a "↓ New messages" pill that scrolls you there
  • Delivery checkmarks under your messages: clock while sending, ✓ when confirmed, ⚠ + Retry if the send failed
  • "Reconnecting…" chip in the chat header when the realtime connection hiccups
  • Auto-catch-up on tab focus / visibility change — messages received while you were on another tab no longer go silently missing
  • Bubble shadows cleaned up — consistent across every theme (gold, dark, blue, light)
Phase 35New FeatureImprovement

Mobile-friendly form, Update Notices, Form History

  • Public landing-page form chat redesigned for phones — full-screen on mobile, no iOS auto-zoom on the input, real Send key on the soft keyboard, safe-area padding for notched iPhones
  • Conversation now persists across refresh and back-swipe — a refreshed tab resumes the chat instead of starting over
  • Connection-lost banner with Retry on AI failure, so a flaky network does not silently drop the prospect
  • OG/Twitter meta tags on agency landing pages — agent-sent SMS link previews now show the agency logo and a clean call-to-action
  • New "What's new" pop-up across /hubb — explains shipped changes and points users at support if anything looks off
  • New /support → Tools → Update Notices admin form — platform staff can publish a release note in two clicks
  • New "Form History" tab on /hubb/forms — every smart-form and AI-chat intake your agency has received, with a Q&A drilldown modal
  • Abandoned smart-form intakes and AI chats are auto-recovered into the pipeline by a safety-net cron — contactable leads no longer fall through if a prospect bounces
Phase 34New FeatureInfrastructure

Email + SMS Campaigns

  • Co-pilot model — AI proposes the follow-up, you approve. Per-user opt-in for auto-approval; never default-on
  • Per-card Quick Actions — Call (tel:), Email (mailto:), Text (in-card thread). ComposeModal with preview, edit, send, ✨ Draft with AI, 🧪 Test send to me
  • Branded email signature — agent avatar + name, agency logo, contact row, CAN-SPAM unsubscribe footer
  • Daily proposal queue at /hubb/messaging — Today / Snoozed / Missed tabs, bulk approve / reject / snooze
  • Reports dashboard at /hubb/messaging/reports — outbound volume, delivery, opens, clicks, replies, attributed sales + premium
  • Self-serve Telnyx provisioning — pick your own SMS number in ~60 seconds, three-phase wizard
  • Five defensive layers around SMS: explicit-consent default, STOP-rate auto-suspend, soft-launch volume cap, spam-keyword content gate, per-agency STOP dashboard for platform support
  • Compliance gate (canSend) is the single chokepoint for every outbound — TCPA consent, opt-out, dedupe, quiet hours, daily and monthly caps, pacing, unanswered-lockout, content flagging
  • Inbound + delivery webhooks — Telnyx (Ed25519 verified) and Resend (Svix HMAC verified); inbound SMS surfaces a persistent toast and bell badge for the card owner
Phase 33New FeatureImprovementFix

Pricing, trials, demo & onboarding

  • Sign-up CTAs route through /pricing for plan pre-selection — the chosen plan + period carries through to Stripe checkout
  • Updated Terms of Service + signup acceptance + a re-acceptance modal that locks the hub when terms change
  • 14-day trial wired through onboarding — the trial actually applies on the first paid month
  • Stripe-style order summary panel on the billing step — collapsed plan card with totals always visible
  • Per-promo Stripe duration support — partner / discount codes can carry their own length
  • Side-by-side scenario comparison in the commission plan wizard — see two plans against each other before saving
  • Service credit editing + visibility on sale records — adjust who gets credit after the fact
  • Demo agency with staged feature reveals — five users, richer seed data, banner pill consolidated in the bottom-left
  • Partner attribution panel in /support — track which partner referred which agencies + which agencies are on a discount
  • Delete Agency tool with full JSONB backup — every wipe is recoverable from the backup table
  • Pipeline: rename a card from the detail modal — the board updates in place instead of disappearing on save
  • Hub stability: persistent online presence across navigations + DM unread reliability fixes
Phase 32New FeatureImprovement

Universal Migration Import

  • XLSX and PDF file import with AI-powered table extraction via Claude Haiku
  • Duplicate detection during import preview — flags existing records and within-batch duplicates
  • Dry-run mode for full import validation without saving any records
  • Lead import revert alongside existing sales revert — delete all records from a specific import job
Phase 12New Feature

Advanced Audit Tooling

  • Multi-select event type filtering in the audit log
  • Actor user ID and metadata text search filters for granular event lookup
  • Saved audit views — per-user save, load, and delete custom filter combinations
  • Pagination increased to 200 events per page in Support Console
Phase 11New FeatureInfrastructure

Partner Royalty Tracking

  • Partner royalty tracking with commission ledger — automatic earnings on every agency invoice
  • PayPal Payouts API integration for automated batch partner payouts
  • Partner portal with magic-link access showing pending, YTD paid, and full ledger history
  • Stripe webhook integration for earnings calculation and automatic clawback on refunds/disputes
  • Promo code to partner attribution at signup — durable link between referring partner and agency
Phase 31New FeatureImprovementInfrastructure

Support tooling and ops

  • Platform Support: CSV export of audit events (filters: agency, event type, date) from the Support Console
  • Support AI (hub chat) enriched with bounded excerpts from docs/guides for more accurate answers
  • GET /api/build-info — package version, git SHA when available, and environment label
Phase 10New Feature

Storefront & Marketing Site

  • Public marketing landing page with hero, social proof bar, feature highlights, and competitive positioning
  • Features page showcasing all 10+ platform capabilities with detailed breakdowns
  • Pricing page with monthly/annual toggle, categorized feature list, and competitive comparison table
  • About Us page — mission, origin story, company values
  • Changelog page — full release history with category badges
  • Shared storefront shell with sticky nav, branded footer, and responsive layout
  • "How It Works" 3-step onboarding flow on home page
  • "Stop Paying for Six Different Tools" replacement grid on home page
Phase 9New Feature

OfficeHubb Support Console

  • Platform Support role — internal OfficeHubb staff tool for managing agency support
  • Ticket management: agency name, user name, status, time open, last message, tags
  • Click any ticket to open the full chat thread with that user
  • AI-first triage — the support assistant handles initial responses using OfficeHubb support knowledge
  • Support rep can take over live or respond async; minimizable chat window
  • Close ticket when resolved; internal notes on tickets (not visible to client)
  • Tags: billing, bug, question, feature request, escalated; escalate-to-developer flag
  • Admin actions: view agency details, extend trials, reset onboarding, adjust subscription, view audit logs
  • Separate support assistant instance from the public intake AI
Phase 8New Feature

Unified Chat System

  • Chat button in top bar opens a slide-out chat panel
  • Team Chat — all agency members in one channel with permanent retention
  • Direct Messages — 1:1 conversations between any two agency members
  • Online/offline status per user (green dot = active in last 5 min, gray = offline)
  • Unread count badges per conversation
  • Persistent message history across sessions and devices
  • OfficeHubb Support Chat — agency staff contacts support directly from the app
  • AI-first support triage with live handoff when needed
  • Thread persists until closed by support rep
Phase 7New FeatureImprovement

Commission Dashboard

  • Per-user commission dashboard accessed via "See Dashboard" on each plan
  • Current Rate Card — active plan model and current rate in plain English
  • Visual indicator of position in bracket/growing tiers
  • Earnings Projections — uses 30-day average; shows +1, +5, +10 policy projections
  • Commission Calculator — input hypothetical premium and policy count, see estimated earnings in real time
  • Sale History — full table of sales records with date, product, carrier, premium, commission, policy #
  • Month/year filtering on sale history
  • Achievements & Highlights — total premium, total policies, best month, streaks, milestone badges
  • Plan Explainer — plain language breakdown of commission scale for all three models
  • Agent role sees all dashboards + overall agency view; other roles see personal only
Phase 6New FeatureImprovement

Top Bar & Navigation Overhaul

  • Unified app header above all /hubb pages with account-level tools
  • Bookmarks bar — agency bookmark folders displayed as tabs (like Chrome bookmarks bar)
  • Agent + Management can create/edit/delete folders and links; all staff can view and click
  • Notifications bell moved to top bar with unread count badge
  • Chat button opens the unified chat drawer
  • Notepad button placeholder (built later in Phase 14)
  • Settings icon for app settings
  • Profile dropdown: picture upload, username, email update, password update, agency name + role, notification preferences, theme toggle, billing link, sign out
Phase 5.5New FeatureImprovement

Sales System Overhaul

  • Sales form redesigned — multi-policy, carrier selection, policy #, effective date, service team credit
  • Sale Records page — inline filters, edit modal, delete, CSV export
  • Sales page tab switcher between form and records
  • Commission auto-calculation triggered on every logged sale
  • Commission Setup redesigned — modal-based, start date, no more periods, agent-only access
  • Commission plans list with Delete and See Dashboard buttons
Phase 5New Feature

Live Chat & AI Intake

  • Claude AI chatbot on every agency landing page for 24/7 lead capture
  • AI asks product questions first, then personal details — natural conversation flow
  • AI uses each agency's enabled questions per product
  • AI collects: full name, phone, email, DOB, address, marital status, spouse info
  • Closing questions: referral source, preferred agent (if multiple agents)
  • AI matches preferred agent to real user, falls back to round robin
  • Office notified on prospect's first typed reply
  • Live prospect popup for all staff on every page — first to click Claim gets the lead
  • Real-time bidirectional chat between prospect and agent
  • Agent takeover — AI pauses seamlessly when staff joins; full prior conversation visible
  • Pipeline card auto-created on intake completion with round-robin assignment
  • Card detail Transcript tab — AI messages (purple), agent (green), prospect (gray/blue)
  • Agency AI labeled as "[Agency Name] AI" throughout the conversation
  • Full chat transcript saved permanently in agent_messages
Phase 4New Feature

Form System V2

  • 63 system questions across 11 insurance product categories (home, auto, flood, umbrella, renters, golf cart, boat, motorcycle, life, personal info, closing)
  • Agency question toggle UI — enable/disable questions per product
  • Products We Write toggle — agencies select which products they offer
  • FormChatV2 — full conditional logic engine for smart question flow
  • Skip buttons, multi-select, and single-select question types
  • Agent select in closing flow, file upload support, address reuse
  • Round-robin lead assignment from completed forms
  • Form answers linked to pipeline cards via form_sessions
Phase 3New FeatureImprovement

Pipeline V2

  • Card detail popup — form answers, transcript, comments, and full activity log
  • Card age indicator with color coding (green = new, yellow = aging, red = old)
  • Follow-up drop zone — pick a future date, card disappears and reappears on that date
  • Dead lead drop zone — Not Interested (archived) and Bad Info (flagged for vendor refund)
  • Role-based pipeline visibility — Agent + Management see all cards; Sales + Service see own
  • Soft delete + 30-day recovery system
  • Move card to another staff member
  • Per-user pipelines with sidebar switcher
  • Share Settings management panel
  • Round robin settings as modal on Pipeline page
  • Split credit zone — round robin assign, transfer, 50/50 commission split, remove split
  • Source badges on cards: Website, Form, Lead, Manual
  • New badge on unseen cards — clears on first open
  • Full card clickable; newest cards at top of each column
  • Pipeline auto-refreshes on new card insert via real-time subscription
  • Import Leads — CSV upload with Claude-powered normalization + vendor webhook
  • Lead Archive — renewal presets, bulk export, re-import, product filter
  • Report Sale modal on drag to Sold — multi-policy, pre-fill, split credit aware
  • Card detail Answers tab — form answers, imported lead data, AI intake data
Phase 2New Feature

Cohesion — Notifications, Chat, Reviews & More

  • Real-time in-app notifications with notification bell
  • Team chat — internal staff messaging channel
  • Google Reviews — track review requests per staff member, credit on send
  • Agency public landing page — branded page for lead capture
  • Onboarding flow with guided wizard (welcome, profile, goals, theme, invite)
  • Onboarding rewards system — complete six milestones during your trial to unlock Month 2 free
  • Email notifications via Resend (domain: officehubb.net)
  • Full signup flow end to end
  • Stripe billing integration for agency subscriptions
Phase 1.5New Feature

Revenue & Ops — Pipeline, Sold Gating, Commissions

  • CRM pipeline with drag-and-drop kanban board
  • Sold gating rule — cannot move card to Sold without a linked sale report
  • Commission engine with three models: flat rate (set_rate), brackets, and growing tiers
  • Per-user, monthly-period commission plans
  • Only Agent role can create/edit commission plans
Phase 1New FeatureInfrastructure

Launch Core — Auth, Shell, Sales, Forms

  • Login page + Clerk authentication flow
  • Hubb shell — main app layout with sidebar navigation
  • Sales reporting form for logging new sales
  • Sales dashboard with interactive ECharts visualizations
  • Texting-style lead intake forms — one question at a time, chat bubble UI
Phase 0Infrastructure

Foundation

  • Next.js app scaffold with App Router + TypeScript + Tailwind CSS
  • Clerk authentication provider integrated
  • Supabase database provisioned with all initial tables and row-level security
  • Git repository + GitHub remote configured
  • Vercel deployment pipeline — auto-deploys on push to main