What’s new? v4.88 — Your daily summary now covers your sales work too

The chat welcome card said “No upcoming deadlines” while five CRM follow-ups were overdue. The daily summary now includes follow-ups and opportunities that need something today.

v4.88.0 — Your daily summary now covers your sales work too

When you open the chat, a card shows what is ahead of you. It was built looking at project tasks and deadlines only, so for anyone working in sales it told half the story, and the half it told was reassuring.

The real case that exposed it: a card saying “No upcoming deadlines in the next 7 days” while the CRM held five overdue follow-ups and thirteen open opportunities. It wasn’t merely incomplete: it was vouching for a backlog that existed.

What now shows up

The summary includes what needs something today: pending follow-ups (overdue first, then this week’s) and opportunities that need attention: those closing this week, those whose close date has already passed, and those with no activity for two weeks. Healthy ones take no space, just like a task that isn’t due doesn’t appear in the task block.

Everyone sees what they own. If your work lives in the CRM, the summary won’t say “no pending tasks” (that isn’t news, it’s noise); if you run projects and sales, you see both instead of losing half your agenda. The AI recommendation also takes commercial work into account: before, someone who only handles sales got no recommendation at all.

What doesn’t change: nobody sees a colleague’s pipeline. The summary follows exactly the same visibility as the CRM screens.

A follow-up no longer vanishes when it becomes overdue

We also fixed something that had been hiding for a while: a follow-up dropped off your pending list right when it became overdue. The CRM already painted overdue ones red, but the query never returned them, so nobody had ever seen that red.

CRM daily summary sales assistant release

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