Product Updates
SEPT Week 3 product updates
A simpler Clients workspace, clearer Calendar actions, richer Collab attachments, and a more capable Xel experience.
Clients
- The Clients module now centers the essential daily workflow: find a client, understand the next step, update status, and act without navigating a dense CRM dashboard.
- List, Cards, and Stats views, filters, visible fields, row actions, status controls, and client search now use a calmer and more focused layout.
- Long-running active client relationships can display an anniversary badge beside the client name.
Calendar and Collab
- Calendar event saves and deletes now provide visible progress, clear success or failure feedback, and confirmation before destructive actions.
- Images pasted into Collab with Command-V or Control-V now enter a compact upload queue instead of filling the editor.
- Collab image attachments show upload progress, can be removed before sending, appear as compact cards when ready, and open into a closeable expanded preview.
Gmail direct connection
- Gmail now uses direct Sign in with Google through the Gmail API. Users do not need to enter an IMAP password or configure mail servers.
- The Google OAuth flow requests only identity, Gmail read-only, and Gmail send access required for the C5 Mails experience.
- Connected Gmail accounts can sync messages and labels, preserve supported email layouts, and send user-initiated messages and replies through Gmail.
- A public Google OAuth reviewer guide explains the connection, consent, sync, send, and disconnect journey for verification testing.
Xel
- Xel now routes requests more intelligently across chat, research, coding, documents, images, video, Ad Kit, and ClientFive actions.
- Website Canvas opens in a resizable three-panel workspace with smooth transitions, preview and code views, responsive inspection, and a collapsible preview panel.
- Website generation now favors complete, functional, multi-page experiences with working navigation, stronger niche-aware art direction, motion, footers, accessibility, and conversion-focused structure.
- Image and video workflows have clearer progress, aspect-ratio handling, attachment support, and provider fallback messaging.
- Xel threads use denser spacing, background progress and completion indicators, and context menus for rename, archive, and delete actions.
- Voice dictation, response loading, task actions, ClientFive data summaries, and scheduled reports now provide more visible and understandable feedback.