Release history

What's new

The latest features, improvements, and platform updates shipped to OfficeHubb from day one to today.

PackagesNew FeatureImprovement

Three packages for three kinds of office

  • OfficeHubb now comes in three packages built for three kinds of office, not a ladder. Basics gives you AI that helps you run the office. Solo and The Full Package add AI that talks to your customers
  • Basics is for an agency with staff, getting organized: the pipeline, sales tracking, dashboards, commission plans, team chat, leaderboards and Agency AI, for up to 10 people. It leaves out the AI that talks to customers on purpose
  • Solo is for one owner, or a husband-and-wife shop, tied to the phone: the AI chat intake on your landing page, the AI's own outreach suggestions and the instant first touch on new leads, live join, and Agency AI, for up to 3 people. No commissions, team chat or leaderboards. You would never use them
  • The Full Package is for a staffed agency that wants all of it: the team tools and the customer-facing AI together, with 10 seats included. It costs less than the old Full Package did, and agencies already on it keep the price they signed up at and their 15 seats; nobody's bill rises without adding something
  • Seats are no longer a wall. Every package includes its seats, and when seat add-ons are enabled for your account you can add more to any package from Billing
  • The AI receptionist is an optional add-on on Solo and The Full Package. Pick the minutes you want on the pricing page or in Billing; Solo gets the Standard assistant, The Full Package gets Elite. Basics has no AI that talks to customers, so the receptionist starts with Solo. Add it later in one click, no new contract
  • Every package includes Agency AI, the landing page, intake forms, email and texts sent by hand from a lead card, Google Reviews, custom boards, spreadsheet import and the mobile app
  • The outreach queue is on every package too: stage triggers and win-back proposals line up for your approval whatever you pay. The AI's own nightly suggestions and the instant first touch on new leads are Solo and The Full Package
  • The free trial is 14 days on every package, and the setup checklist is worth $100 off your first bill
  • Agencies on the old Growth plan keep everything they had: their subscription lands on Basics with the same tools and more seats, and the price does not change until they change package
  • The support assistant, Agency AI, the help guides and the plan finder on the OfficeHubb page all describe the three packages the same way
Phase 37New FeatureImprovementFix

Real-time achievements + a cleaner upgrade flow

  • Achievement toasts now appear on any /hubb page — not just home. Log a sale, send a comment, click Call, or hit a 10th / 25th / 50th milestone and the celebration pops on whatever screen you're on
  • Office-wide celebrations — when a teammate hits a big milestone (50+ calls, 100 sales, etc.) the rest of the office sees a quick "Way to go, Sarah" toast too
  • Three new rewards: Search for a person (Solo, $10), Jot in the Notepad (Growth, $15), Save your first bookmark (Growth, $10). Solo and Growth pools redistributed to keep the same totals
  • Trial honesty — your trial now uses the plan you actually subscribed to, not a temporary Full upgrade. No more "wait, where did Forms go?" surprises on day 31. The Rewards panel and feature gates now match what you're paying for
  • Upgrades and downgrades during your trial are seamless — switch plans at any time without ending your trial early or being charged today. Just a "Plan updated" confirmation and you're on the new tier
  • "Your Plan" badge on the active tier card on /hubb/billing, "Switch to <plan>" labels on the others — clear which plan you have at a glance
  • Reviews panel empty state now has a "Connect Google Business" button that deep-links you straight into Settings with the right section already open
  • Onboarding got a brighter visual treatment — colorful ambient gradients on the background and a richer purple card. Less dungeon, more product
  • Removed the stale "1 of 6 milestones / second month free" copy on the onboarding done screen — rewards now credit your Stripe balance live as you earn them
  • Fixed: card comments now correctly attribute to you in the activity heatmap and trigger the "first comment!" toast
  • Fixed: new signups were sometimes getting stamped as Full in the database while paying for Starter — every new agency now lands on the correct tier
  • Fixed: deleting an agency from /support used to fail at random foreign-key constraints (pool numbers, form sessions). Cleanup is now reliable end-to-end
  • Fixed: the Realtime connection on chat and notifications used to drop every 45 seconds, silently losing pushes. Connection now stays alive across token refreshes
Phase 36New FeatureImprovementFix

Premium Chat — trust, reactions, typing, replies

  • Reactions on every message — 👍 ❤️ 😂 🎉 🤔 picker on hover, pill counts under the bubble, click to toggle
  • Reply to a specific message — quote bar above the input, inline ↩ preview header on the reply, click to scroll back to the original
  • Typing indicators in team chat and DMs — "Bob is typing…" with a fixed-height slot so the input never jumps
  • Read receipts on DMs — "Read at 3:24 PM" under your most recent message when the recipient catches up
  • Server-side unread tracking — badges across the topbar, ChatPanel tabs, and the DM sidebar all match exactly
  • "─── New ───" divider before the first message you have not seen, plus a "↓ New messages" pill that scrolls you there
  • Delivery checkmarks under your messages: clock while sending, ✓ when confirmed, ⚠ + Retry if the send failed
  • "Reconnecting…" chip in the chat header when the realtime connection hiccups
  • Auto-catch-up on tab focus / visibility change — messages received while you were on another tab no longer go silently missing
  • Bubble shadows cleaned up — consistent across every theme (gold, dark, blue, light)
Phase 35New FeatureImprovement

Mobile-friendly form, Update Notices, Form History

  • Public landing-page form chat redesigned for phones — full-screen on mobile, no iOS auto-zoom on the input, real Send key on the soft keyboard, safe-area padding for notched iPhones
  • Conversation now persists across refresh and back-swipe — a refreshed tab resumes the chat instead of starting over
  • Connection-lost banner with Retry on AI failure, so a flaky network does not silently drop the prospect
  • OG/Twitter meta tags on agency landing pages — agent-sent SMS link previews now show the agency logo and a clean call-to-action
  • New "What's new" pop-up across /hubb — explains shipped changes and points users at support if anything looks off
  • New /support → Tools → Update Notices admin form — platform staff can publish a release note in two clicks
  • New "Form History" tab on /hubb/forms — every smart-form and AI-chat intake your agency has received, with a Q&A drilldown modal
  • Abandoned smart-form intakes and AI chats are auto-recovered into the pipeline by a safety-net cron — contactable leads no longer fall through if a prospect bounces
Phase 34New FeatureInfrastructure

Email + SMS Campaigns

  • Co-pilot model — AI proposes the follow-up, you approve. Per-user opt-in for auto-approval; never default-on
  • Per-card Quick Actions — Call (tel:), Email (mailto:), Text (in-card thread). ComposeModal with preview, edit, send, ✨ Draft with AI, 🧪 Test send to me
  • Branded email signature — agent avatar + name, agency logo, contact row, CAN-SPAM unsubscribe footer
  • Daily proposal queue at /hubb/messaging — Today / Snoozed / Missed tabs, bulk approve / reject / snooze
  • Reports dashboard at /hubb/messaging/reports — outbound volume, delivery, opens, clicks, replies, attributed sales + premium
  • Self-serve Telnyx provisioning — pick your own SMS number in ~60 seconds, three-phase wizard
  • Five defensive layers around SMS: explicit-consent default, STOP-rate auto-suspend, soft-launch volume cap, spam-keyword content gate, per-agency STOP dashboard for platform support
  • Compliance gate (canSend) is the single chokepoint for every outbound — TCPA consent, opt-out, dedupe, quiet hours, daily and monthly caps, pacing, unanswered-lockout, content flagging
  • Inbound + delivery webhooks — Telnyx (Ed25519 verified) and Resend (Svix HMAC verified); inbound SMS surfaces a persistent toast and bell badge for the card owner
Phase 33New FeatureImprovementFix

Pricing, trials, demo & onboarding

  • Sign-up CTAs route through /pricing for plan pre-selection — the chosen plan + period carries through to Stripe checkout
  • Updated Terms of Service + signup acceptance + a re-acceptance modal that locks the hub when terms change
  • 14-day trial wired through onboarding — the trial actually applies on the first paid month
  • Stripe-style order summary panel on the billing step — collapsed plan card with totals always visible
  • Per-promo Stripe duration support — partner / discount codes can carry their own length
  • Side-by-side scenario comparison in the commission plan wizard — see two plans against each other before saving
  • Service credit editing + visibility on sale records — adjust who gets credit after the fact
  • Demo agency with staged feature reveals — five users, richer seed data, banner pill consolidated in the bottom-left
  • Partner attribution panel in /support — track which partner referred which agencies + which agencies are on a discount
  • Delete Agency tool with full JSONB backup — every wipe is recoverable from the backup table
  • Pipeline: rename a card from the detail modal — the board updates in place instead of disappearing on save
  • Hub stability: persistent online presence across navigations + DM unread reliability fixes
Phase 32New FeatureImprovement

Universal Migration Import

  • XLSX and PDF file import with AI-powered table extraction via Claude Haiku
  • Duplicate detection during import preview — flags existing records and within-batch duplicates
  • Dry-run mode for full import validation without saving any records
  • Lead import revert alongside existing sales revert — delete all records from a specific import job
Phase 12New Feature

Advanced Audit Tooling

  • Multi-select event type filtering in the audit log
  • Actor user ID and metadata text search filters for granular event lookup
  • Saved audit views — per-user save, load, and delete custom filter combinations
  • Pagination increased to 200 events per page in Support Console
Phase 11New FeatureInfrastructure

Partner Royalty Tracking

  • Partner royalty tracking with commission ledger — automatic earnings on every agency invoice
  • PayPal Payouts API integration for automated batch partner payouts
  • Partner portal with magic-link access showing pending, YTD paid, and full ledger history
  • Stripe webhook integration for earnings calculation and automatic clawback on refunds/disputes
  • Promo code to partner attribution at signup — durable link between referring partner and agency
Phase 31New FeatureImprovementInfrastructure

Support tooling and ops

  • Platform Support: CSV export of audit events (filters: agency, event type, date) from the Support Console
  • Support AI (hub chat) enriched with bounded excerpts from docs/guides for more accurate answers
  • GET /api/build-info — package version, git SHA when available, and environment label
Phase 10New Feature

Storefront & Marketing Site

  • Public marketing landing page with hero, social proof bar, feature highlights, and competitive positioning
  • Features page showcasing all 10+ platform capabilities with detailed breakdowns
  • Pricing page with monthly/annual toggle, categorized feature list, and competitive comparison table
  • About Us page — mission, origin story, company values
  • Changelog page — full release history with category badges
  • Shared storefront shell with sticky nav, branded footer, and responsive layout
  • "How It Works" 3-step onboarding flow on home page
  • "Stop Paying for Six Different Tools" replacement grid on home page
Phase 9New Feature

OfficeHubb Support Console

  • Platform Support role — internal OfficeHubb staff tool for managing agency support
  • Ticket management: agency name, user name, status, time open, last message, tags
  • Click any ticket to open the full chat thread with that user
  • AI-first triage — the support assistant handles initial responses using OfficeHubb support knowledge
  • Support rep can take over live or respond async; minimizable chat window
  • Close ticket when resolved; internal notes on tickets (not visible to client)
  • Tags: billing, bug, question, feature request, escalated; escalate-to-developer flag
  • Admin actions: view agency details, extend trials, reset onboarding, adjust subscription, view audit logs
  • Separate support assistant instance from the public intake AI
Phase 8New Feature

Unified Chat System

  • Chat button in top bar opens a slide-out chat panel
  • Team Chat — all agency members in one channel with permanent retention
  • Direct Messages — 1:1 conversations between any two agency members
  • Online/offline status per user (green dot = active in last 5 min, gray = offline)
  • Unread count badges per conversation
  • Persistent message history across sessions and devices
  • OfficeHubb Support Chat — agency staff contacts support directly from the app
  • AI-first support triage with live handoff when needed
  • Thread persists until closed by support rep
Phase 7New FeatureImprovement

Commission Dashboard

  • Per-user commission dashboard accessed via "See Dashboard" on each plan
  • Current Rate Card — active plan model and current rate in plain English
  • Visual indicator of position in bracket/growing tiers
  • Earnings Projections — uses 30-day average; shows +1, +5, +10 policy projections
  • Commission Calculator — input hypothetical premium and policy count, see estimated earnings in real time
  • Sale History — full table of sales records with date, product, carrier, premium, commission, policy #
  • Month/year filtering on sale history
  • Achievements & Highlights — total premium, total policies, best month, streaks, milestone badges
  • Plan Explainer — plain language breakdown of commission scale for all three models
  • Agent role sees all dashboards + overall agency view; other roles see personal only
Phase 6New FeatureImprovement

Top Bar & Navigation Overhaul

  • Unified app header above all /hubb pages with account-level tools
  • Bookmarks bar — agency bookmark folders displayed as tabs (like Chrome bookmarks bar)
  • Agent + Management can create/edit/delete folders and links; all staff can view and click
  • Notifications bell moved to top bar with unread count badge
  • Chat button opens the unified chat drawer
  • Notepad button placeholder (built later in Phase 14)
  • Settings icon for app settings
  • Profile dropdown: picture upload, username, email update, password update, agency name + role, notification preferences, theme toggle, billing link, sign out
Phase 5.5New FeatureImprovement

Sales System Overhaul

  • Sales form redesigned — multi-policy, carrier selection, policy #, effective date, service team credit
  • Sale Records page — inline filters, edit modal, delete, CSV export
  • Sales page tab switcher between form and records
  • Commission auto-calculation triggered on every logged sale
  • Commission Setup redesigned — modal-based, start date, no more periods, agent-only access
  • Commission plans list with Delete and See Dashboard buttons
Phase 5New Feature

Live Chat & AI Intake

  • Claude AI chatbot on every agency landing page for 24/7 lead capture
  • AI asks product questions first, then personal details — natural conversation flow
  • AI uses each agency's enabled questions per product
  • AI collects: full name, phone, email, DOB, address, marital status, spouse info
  • Closing questions: referral source, preferred agent (if multiple agents)
  • AI matches preferred agent to real user, falls back to round robin
  • Office notified on prospect's first typed reply
  • Live prospect popup for all staff on every page — first to click Claim gets the lead
  • Real-time bidirectional chat between prospect and agent
  • Agent takeover — AI pauses seamlessly when staff joins; full prior conversation visible
  • Pipeline card auto-created on intake completion with round-robin assignment
  • Card detail Transcript tab — AI messages (purple), agent (green), prospect (gray/blue)
  • Agency AI labeled as "[Agency Name] AI" throughout the conversation
  • Full chat transcript saved permanently in agent_messages
Phase 4New Feature

Form System V2

  • 63 system questions across 11 insurance product categories (home, auto, flood, umbrella, renters, golf cart, boat, motorcycle, life, personal info, closing)
  • Agency question toggle UI — enable/disable questions per product
  • Products We Write toggle — agencies select which products they offer
  • FormChatV2 — full conditional logic engine for smart question flow
  • Skip buttons, multi-select, and single-select question types
  • Agent select in closing flow, file upload support, address reuse
  • Round-robin lead assignment from completed forms
  • Form answers linked to pipeline cards via form_sessions
Phase 3New FeatureImprovement

Pipeline V2

  • Card detail popup — form answers, transcript, comments, and full activity log
  • Card age indicator with color coding (green = new, yellow = aging, red = old)
  • Follow-up drop zone — pick a future date, card disappears and reappears on that date
  • Dead lead drop zone — Not Interested (archived) and Bad Info (flagged for vendor refund)
  • Role-based pipeline visibility — Agent + Management see all cards; Sales + Service see own
  • Soft delete + 30-day recovery system
  • Move card to another staff member
  • Per-user pipelines with sidebar switcher
  • Share Settings management panel
  • Round robin settings as modal on Pipeline page
  • Split credit zone — round robin assign, transfer, 50/50 commission split, remove split
  • Source badges on cards: Website, Form, Lead, Manual
  • New badge on unseen cards — clears on first open
  • Full card clickable; newest cards at top of each column
  • Pipeline auto-refreshes on new card insert via real-time subscription
  • Import Leads — CSV upload with Claude-powered normalization + vendor webhook
  • Lead Archive — renewal presets, bulk export, re-import, product filter
  • Report Sale modal on drag to Sold — multi-policy, pre-fill, split credit aware
  • Card detail Answers tab — form answers, imported lead data, AI intake data
Phase 2New Feature

Cohesion — Notifications, Chat, Reviews & More

  • Real-time in-app notifications with notification bell
  • Team chat — internal staff messaging channel
  • Google Reviews — track review requests per staff member, credit on send
  • Agency public landing page — branded page for lead capture
  • Onboarding flow with guided wizard (welcome, profile, goals, theme, invite)
  • Onboarding rewards system — complete six milestones during your trial to unlock Month 2 free
  • Email notifications via Resend (domain: officehubb.net)
  • Full signup flow end to end
  • Stripe billing integration for agency subscriptions
Phase 1.5New Feature

Revenue & Ops — Pipeline, Sold Gating, Commissions

  • CRM pipeline with drag-and-drop kanban board
  • Sold gating rule — cannot move card to Sold without a linked sale report
  • Commission engine with three models: flat rate (set_rate), brackets, and growing tiers
  • Per-user, monthly-period commission plans
  • Only Agent role can create/edit commission plans
Phase 1New FeatureInfrastructure

Launch Core — Auth, Shell, Sales, Forms

  • Login page + Clerk authentication flow
  • Hubb shell — main app layout with sidebar navigation
  • Sales reporting form for logging new sales
  • Sales dashboard with interactive ECharts visualizations
  • Texting-style lead intake forms — one question at a time, chat bubble UI
Phase 0Infrastructure

Foundation

  • Next.js app scaffold with App Router + TypeScript + Tailwind CSS
  • Clerk authentication provider integrated
  • Supabase database provisioned with all initial tables and row-level security
  • Git repository + GitHub remote configured
  • Vercel deployment pipeline — auto-deploys on push to main