Changelog.

Built-in Invoicing & Payment Automation

Connect your Stripe account to automate invoicing directly from signed proposals.

• Native Stripe Integration: Generate and send invoices automatically from your blueprints.
• Dynamic Payment Schedules: Auto-generate structured milestones (e.g. 50% deposit, 25% mid-point, 25% completion) based on project value.
• Real-time Payment Tracking: Monitor invoice status (Sent, Paid, Overdue) from your dashboard.
• Unified Client Workflow: Clients sign and pay in a single flow.

The Execution Bridge (Platform Exports)

Export your blueprints for direct use in your project management tool of choice.

• Platform-Aware CSV Exports: Optimized exports for Linear, ClickUp, and Asana with proper hierarchy mapping.
• Enhanced Markdown Exports: Full GFM checklists for Notion, GitHub, and internal docs.
• Precision Hour Scaling: Exported estimates reflect your risk buffers and investment tiers.

UI/UX Improvements

• Consolidated export actions into a unified "Export Scope" sidebar module.
• Enhanced glassmorphism effects across sidebar and project panels.
• Mobile-optimized scoping sidebar.

The latest update focuses on the initial user experience, ensuring that every architect can hit the ground running with a clear understanding of the platform's core workflow.

1. New 3-Step Onboarding Flow

We've introduced a streamlined, high-speed onboarding sequence to help you configure your studio's baseline logic in seconds.

• Agency DNA Basics: Set up your core agency profile, brand identity, and foundational pricing models.
• Guided First Generation: A hands-on walkthrough of the full scoping lifecycle, starting a project, configuring presets, defining the brief, and generating your first high-fidelity scope.
• Architectural Edits: Learn to use the AI Architect chat and manual precision controls to refine your generated SOW.

2. Guided Scope Generation

To help you get familiar with the "Engineered" approach to project definitions, the onboarding flow now includes one free scope generation. This allows you to experience the full power of Architect, from presets to AI-driven refinements, before you start your first billable project.

3. Minor Bug Fixes & Refinements

Ongoing stability improvements and minor UI refinements to ensure a seamless experience across the platform.

The latest update introduces three massive upgrades designed for teams and power users.

1. Real-Time Collaborative Editing

Every field in a project scope is now live-collaborative. When a teammate is editing a field, you see their avatar and name appear directly on that field in real time, no page refresh needed.

• Presence Tracking: Works across the main scope view and the expanded feature drawer.
• Infrastructure: Built on Supabase Presence (pure WebSocket, no database overhead) for zero-latency sync.
• Global Config Sync: The agency DNA settings and custom presets also sync live across all open tabs the moment changes are saved.

2. Customize Your Project Presets

You can now create, edit, and delete your own custom scope presets alongside the built-in library.

• Custom Library: Each preset has a name, description, category, effort tier, and default tasks, giving your team a reusable library of your most common deliverables.
• Deep Integration: Custom presets feed directly into scope generation exactly like the built-in ones.
• Team Management: Managed from your team settings and available instantly across all projects.

3. Edit Everything with Architect Chat

The AI chat is now an editing interface, not just a Q&A tool.

• Declarative Changes: Describe a change: "add a module," "add a deliverable to an existing feature," "adjust task risk levels," or "update the project summary."
• Smart Previews: Architect proposes a structured change plan with a preview of exactly what will change.
• One-Click Application: Apply changes directly to your scope with a single click. No copy-pasting, no manual re-entry.
• Persistent Context: Conversations are automatically titled and saved per project.

The latest update is a massive leap forward in both business intelligence and deep editing precision.

1. New Command Center (Dashboard)

We’ve introduced a central hub to manage your entire agency pipeline and production.

• KPI Suite: Track core business metrics in real-time, including Active Scopes, In-Review Proposals, Pipeline Value, and Closed Sales.
• Visual Analytics:
  • Scope Value Trend: A weekly chart visualizing the total value of your quotes.
  • Stage Mix Breakdown: A proportional view of your projects from Draft to Delivered.
  • Engagement Heatmap: A 28-day activity grid showing your team's editing consistency.

2. Expanded Editing View (The "Architect's Canvas")

The core scoping engine has been completely redesigned for high-fidelity technical work.

• The Focused Drawer: A dedicated, full-screen editing environment for deep-diving into complex deliverables without losing context.
• Architectural Blueprint Tree: A more intuitive, hierarchical view of projects and tasks that allows for instant reorganization.

3. Precision Controls & Risk Mitigation

• Visibility Toggles: Instantly flag individual tasks as "Internal Only" (eye icon) to keep sensitive implementation details hidden from client-facing proposals.
• High-Risk Buffer: One-click "Shield" icon that automatically applies a 20% budget uplift to high-risk tasks, ensuring your team is covered for technical uncertainty.
• Investment Tier Switcher: Instantly preview and toggle between Foundation, Studio, and Signature tiers (1.0x to 1.5x multipliers) to see real-time impacts on pricing and timelines.

4. Advanced Project Lifecycles

• Revision History & Snapshots: You can now take manual "snapshots" of your scope and restore them with one click. We also added a safety auto-save that takes a snapshot before every restore.
• Search & Archive: A hardened projects list with global search, filtering by stage, and archival capabilities for completed work.

UI/UX Polish

• Refined the "AI Decomposition" view with smoother parallax transitions.
• Hardened the "Edit & Calibrate" interface for better tablet and laptop responsiveness.
• Added intersection "blueprint nodes" to the pricing grid for better architectural alignment.

Functional Fixes

• Resolved clipping issues on high-fidelity proposal screenshots.
• Improved the e-signature simulation demo for higher authenticity.
• Standardized typography across the "Blueprint" grid system.

Released

• Core scoping workflow: discovery → blueprint → proposal.
• Tiered outputs to frame client decisions (Foundation / Studio / Signature).
• Shareable proposal links and PDF export.

Notes

This is the first public beta release. Expect rapid iteration.

Added

• Compare: Capsole vs. manual scoping, side by side.
• Changelog: shipped updates collected in one place.
• Footer: subtle System Online status indicator.

Notes

We’ll keep posting highlights here as we ship.