June 2026
- Your number, your threads: workspaces now send SMS from their own number, and replies route into the workspace's conversations and household timelines.
- Phone — My Numbers: see your assigned numbers, per-line minutes, plan slots, and your team's lines; set up call forwarding with a click; request a number change (different area code or toll-free) from the page.
- Minutes allowance: usage bars on both softphones, with clear prompts to upgrade or pre-pay phone credits when an allowance runs out.
- Backup Line controls: Silver/Gold can enable a second cloud line; it transparently uses one plan number slot.
- HealthSherpa import: upload your book-of-business CSV and import households, members, and policies — idempotent and re-runnable.
- Agent slots: plans include a set number of agent slots; choosing an agent as AOR assigns a slot automatically.
- Marketplace lead preferences (Gold): pick the categories you serve to receive geo-routed leads from the ChronosCodex network.
- Onboarding fixes: every new workspace starts with its main agent ready; client creation works on every plan from minute one.
Earlier in 2026
- Per-workspace email inbox (send and receive inside the CRM).
- Two-factor authentication for all tenant logins; hardened signup with business verification.
- Team management with per-member web-phone provisioning.
- Tenant fax module, support tickets, and Credits wallet.