Roadmap

What is here, and what is coming.

Everything under Delivered is in the product now and has a page describing how to use it. Everything below that is directional: the sequence is what we intend, not a commitment to a date.

Delivered

In the product today.

Chat, everywhere

Ask where you are working

• AI Assistant — a panel beside any screen, reading the workspace or document you are on
• AI Actions — text assistance in the toolbar of every rich text editor
• Memories — the assistant remembers what you told it, and you can clear it

Data

Ask your data a straight question

• Your reports as tools — the assistant answers from your own data extraction queries, with your own permissions

Documents and processes

Do the work, not the forms

• Create and change documents — jobs, briefs, custom fields, teams, duplicates
• Move a document — without leaving the chat
• Understand and change a workflow — stages, transitions, approval paths
• Briefs that follow your template — nothing starts blank

Building

Idea to set-up, fast

• Workspaces and dashboards from a sentence
• Client Portals — a page of its own, generated with AI, reading live data
• Your own skills, agents and tools

In progress

Partly here, being finished.

Directional · subject to change

Files & contents

Read what is already written

• Attach a file to a request and have it read — available now in the assistant
• Summarize a long discussion, and everything attached and decided on a piece of work

Creation

Beyond one job at a time

• Jobs and deliverables — available now
• Whole projects and estimates from a description or an email
• Suggesting the right people for the work, not only applying who you named

Client portals

Ready for client users

• Publishing a portal without uploading its files by hand
• Scoping a portal to the client it belongs to

Planned

Where we are taking it next.

Directional · subject to change

Reach

Work from your chat

• Talk to Skills Workflow from WhatsApp
• Then from Microsoft Teams

Know

The problem finds you

• Say once what you want warning about — margins, overhead, a slipping deadline — and be told, with the evidence attached
• Client status and sentiment at a glance

Create

Less retyping

• Client reports generated from the work already recorded
• Reading a cost sheet or a scanned document straight into document lines

Have a request?

If there is a workflow you wish AI already handled, tell your Skills Workflow contact — this roadmap is shaped directly by what agencies ask for. Some of it you do not have to wait for: an agent of your own, with your rules and your tools, is something you can build today. See Add your own skills, agents and tools.