Maintenance Release · May 2026

Patch Notes

A fleet-wide audit of every account and workflow, a deliverability and sending-domain overhaul, and a voice agent refresh — turning last month's new infrastructure on and fixing what it revealed.

Release Window May 2026
Theme Audit
Upgrades 8 enhancements
Coverage Full agency roster

April built the infrastructure; May turned on the lights and walked the whole estate. The month opened with a full audit of every agency's CRM sub-account — and fixing what the audit surfaced.

Fleet-Wide Account Audit

What
Audited every agency's CRM sub-account for outdated workflows, stale confirmation links, and drifted configuration, using a scripted pass to flag the outliers for hands-on repair.
Why
Sub-accounts drift. A confirmation link that broke during a January change goes unnoticed until a client complains — and by then the appointment is already lost. An audit is the only way to find the silent failures before they cost a booking.
Impact
A ranked list of every sub-account needing attention, with the systemic issues (not just the one-offs) pulled out for a standardized fix.

Standardized Workflow Set — Rebuild

What
Rebuilt a single, standardized set of appointment and pipeline workflows to replace the divergent per-agency copies accumulated over time.
Why
Years of one-off tweaks meant every agency ran a slightly different workflow, which made every fix an N-times job. A standardized set means one change ships to everyone, and new agencies inherit a known-good baseline.
Impact
One canonical workflow set. Fixes are now O(1) instead of O(agencies).

The voice integration got a refresh, and the reminder workflows that were doing quiet damage got contained.

Voice Agent

Voice Agent API — Refresh

What
Refreshed the voice agent API integration across every agency's booking flows.
Why
The integration had accumulated drift since the last pass. Refreshing it keeps voice calls flowing through current, monitored credentials.
Impact
Voice booking calls run on a clean, current integration across the roster.

Workflow Engine

Misfiring Reminder Workflows — Contained

What
Identified appointment-reminder workflows that were firing incorrectly and moved them to draft until the standardized rebuild replaced them.
Why
A reminder workflow that double-sends or messages the wrong contact isn't just noisy — it actively burns the agency's sending-domain reputation, which quietly degrades every future email. Containing the bleed came first; the rebuild came second.
Impact
Stopped the bad sends at the source. Reminder logic folded into the standardized workflow set.

The month's biggest theme: separate every agency's outreach sending identity from its transactional sending identity, so one can never poison the other.

Dedicated Sending Domains + Warmup

What
Stood up dedicated sending domains per agency with a structured warmup program, isolating cold-outreach sending from the transactional/appointment sending path.
Why
When outreach and appointment confirmations share a domain, a bad outreach run drags confirmations into spam alongside it. Splitting the identities means a reputation hit on one side never lands appointment confirmations in the junk folder.
Impact
Outreach and transactional mail now travel on separate, independently-warmed identities.

Outreach Pause — Reputation Protection

What
Temporarily paused cold outreach on the identities where misfiring workflows had been degrading domain reputation, resuming only once warmed domains and standardized workflows were in place.
Why
Sending more mail from a damaged domain digs the hole deeper. A short, deliberate pause lets reputation recover instead of compounding the problem.
Impact
Domain reputation given room to recover before outreach resumed on the new infrastructure.

Sender Identity — White-Label Fix

What
Fixed outbound messages that were going out under the platform's brand instead of the agency's own brand.
Why
A message that says the wrong company name breaks the white-label promise and confuses the recipient. The agency's clients should only ever see the agency.
Impact
Outbound messaging now carries the correct agency identity end to end.

A clear read on the health of every account's backend, feeding the systemic fixes rather than a pile of one-off tickets.

Backend Infrastructure Review

What
Ran a per-account review of workflow configuration, domain health, and deliverability settings across the roster, feeding the findings into the standardized rebuild and the deliverability program.
Why
The audit found the symptoms; the review traced them to root causes. Reviewing configuration, domain health, and deliverability together is what turns a pile of tickets into a systemic fix.
Impact
A clear read on the health of every account's backend, and a prioritized queue of the systemic issues worth fixing once for everyone.
Cross-Month Theme

Infrastructure, then the audit

April was infrastructure — the deliverability, observability, and dashboard work that made the platform provable. May was the audit — turning on that new infrastructure, walking every account, and fixing the deliverability and workflow hygiene the light revealed. Correctness, then infrastructure, then the audit that proves the infrastructure was worth building.