Changelog

Contact enrichment and mobile closed beta

• Review enrichment suggestions directly on a contact and choose the order of sources
• MCP connection approval now stays in one browser tab
• The mobile closed beta has updated mail replies, capture reading, and integration settings

Connected contacts and clearer settings

• Contact mentions and interactions now share one Connected feed
• Integration settings adapt to smaller windows with clearer account controls

Restore contacts and choose recording storage

• Restore contacts from the Deleted filter for up to 30 days after deletion
• Desktop recordings stay on your Mac by default, with optional cloud backup and a Back up now action
• Send personalized mail merges through WhatsApp

Bulk actions and desktop dictation

• Select multiple captures to pin or delete, and journal entries to export or delete
• Pause, resume, or stop multiple sequence recipients at once
• Hold the dictation shortcut to speak on Mac, then release it to finish
• A guided welcome tour introduces the web and desktop apps

Mention menus, best send times, and profile pictures

• Mention menus were redesigned, and companies can now be mentioned with a [[ trigger
• The contact detail page shows the best time to email, and send-time hints now reach beyond the mail merge preview
• Profile pictures can be picked from a gallery, and avatars no longer stretch
• Contact-update settings were rewritten for clarity, and Delegate Access now explains what it grants

Company-aware Live AI and lower credit prices

• Extra usage credits now cost 10 cents, half the previous price
• Live AI weaves company insights about the people you are meeting into its assistance
• Recording summaries gained chapters
• Screen capture now explains the permission it needs, and declining cleanly cancels the request
• Recording now lives fully in the desktop app

Browser extensions in the stores

• The browser extension is now listed in the extension stores
• Captures can be renamed, extracted task suggestions can be accepted or dismissed, and desktop AI hints show term cards
• Extra usage is now visible right next to your credits

Web-search enrichment and desktop polish

• Contact enrichment can draw on Web Search, with a clear hint when a dataset is temporarily offline
• Live AI shows an out-of-credits badge before sessions run dry

On-device speaker identification and Pro at 300 credits

• Speaker identification now runs entirely on-device on desktop and mobile, and can be scoped to individual contacts
• Ambiguous contact matches import as new contacts instead of guessing a merge
• Pro now includes 300 credits a month

The new capture library

• The capture library was rebuilt: paragraph transcripts, hint-to-transcript anchors, notes, pinning, deletion, and an expiring filter
• Live AI sessions you keep forever now back up to the cloud and read right in the web app
• Transcripts attribute every word to its speaker using timing marks
• Company enrichment streams a live preview and prefers official websites
• Low-credit warnings escalate by tier and open credit purchase in one click

Clearer billing and a clearer website

• Feature, pricing, and homepage copy was rewritten, with pricing aligned to in-app credits and an interactive Live AI demo
• Extra usage and credits share one set of controls, and credit purchases now email a receipt
• The Live AI session detail was rebuilt as a two-pane view with audio
• Desktop live transcripts identify speakers with stable numbering
• On iOS, recordings transcribe entirely on-device
• Purchased credits now outlive the plan cycle

Calendar control and privacy-first transcription

• Calendar events gained full create, edit, and delete with provider-safe sync
• Expiring Live AI sessions warn three days ahead, with a last-chance rescue for anything past due
• The web app streams live transcription as it speaks, with macOS echo cancellation
• AI features were consolidated onto Gemini 3.1 Flash-Lite, with agent flows folded into MCP integrations
• WhatsApp now keeps profile photos and display names for your contacts
• Credit purchases now start at $10, with clearer extra-usage terms

Live AI, everywhere

• Inspector is now Live AI across every surface, with a selectable Luna meeting assist
• The mobile app gained a full Live AI overhaul: threaded sessions, a definitions sheet, and hint frequency controls
• A new Devices section shows online status and real device names, with sign-out everywhere
• Captures ride a server-side index, so audio and transcripts appear on every device with cloud playback
• Live transcription now starts from Apple Speech with a fast on-device fallback
• Sequences gained CSV mail merge with uploads, variable tokens, and per-recipient previews
• Contact enrichment no longer consumes credits

Clips, captures, and credit flexibility

• Saved pages became Clips with a rebuilt viewer, faster capture, and a sandboxed reading experience
• Mobile gained one unified Captures tab across every capture source
• Custom credit amounts, plus a small live-meeting credit buffer so a session never cuts off mid-call
• Sequences gained a CRM-style results grid with reply notifications
• Clips gained storage quotas, offline reading, and clip-to-note conversion
• TitleDock University and quick-start guides launched

A guided product tour and predictable retention

• The website was redesigned around a scripted product tour, with rebuilt feature pages, new pricing, and a changelog you can subscribe to
• AI usage is priced in credits, with credit packs, an auto-reload toggle, and clear suspension banners
• Recording retention is now predictable: cloud audio keeps for 30 days
• The macOS disk image is now notarized

Outlook arrives

• Outlook integration: mail and calendar listing with optional write access
• Usage credits became first-class across web, desktop, and mobile
• Cloud audio streams and seeks without a full download, and capture lists load much faster

Replayable transcripts and tidy groups

• Capture transcripts now replay in sync with the recording, with replayable history converged across platforms
• Contacts show provider source badges, with provenance preserved in history
• Groups gained a single-modal create flow with a group-type picker and reliable membership edits

Offline-first contacts

• Contacts work offline across web, desktop, and mobile, hardened at 50,000-contact scale
• WhatsApp pairs, relinks, and syncs predictably, with docked contacts that keep no message history
• Mobile gained an identify-speakers toggle metered against your AI budget
• The website now leads with Contact Management, and Live AI got its own solution page

Delegate Access and booking

• Collaboration became Delegate Access: a scope matrix with presets, editable grants, and enforcement across web, API, and mobile
• Published pages gained availability booking with a public booking flow
• The mobile recorder records with a live transcript and honest state
• Onboarding was redesigned with tour vignettes, a connect showcase, and a privacy pledge
• The browser extension manages contacts through the web app, with screenshot-to-contact capture and Facebook birthdays import
• Every contact gained a unified interaction timeline

Contact Updates and a navigation refresh

• Contact Updates: request refreshed contact info through a shareable page, review what comes back, and auto-apply what you trust
• Slack DMs became an outreach channel, with mail-merge sequence sends and rich formatting
• The mobile contact detail was rebuilt around a jump rail spanning Network, History, Mentions, and Sync
• Navigation was renamed around your day: On Deck for meetings, Docket for notes, and Outreach for sending
• Contact groups gained tabbed details, @-mentions, and a sync toggle
• Ask grounds its answers in the text of the capture you are viewing

Zoom meetings, sequence sending, and the notes editor

• Zoom cloud recordings and Google Meet transcripts ingest automatically and become meeting notes
• The browser extension captures screenshots into contacts, saves pages as rich notes, and autofills forms from your contacts
• The notes editor gained a formatting toolbar, AI modules, task mentions, and images, with web and mobile at parity
• Sequence campaigns send through verified SES sending domains with per-recipient mail merge and safe scheduling
• Published pages gained a sortable hub, pop-out live previews, and a published notes directory
• Meetings went offline-first on the shared sync engine, and universal search moved into the top bar
• The free plan now includes 5 mail-merge sends a month, integration limits are gone, and overage bills through Stripe meters with monthly invoices

Today, connected meeting notes, and contact convergence

• In the mobile development preview, Home became a time-aware Today view with meetings, people, recent notes, reminders, inbox context, and saved widgets
• Meeting prep and meeting notes gained the full editor plus AI-assisted task extraction that preserves meeting provenance
• Company chips now open details on web, while the mobile development preview gained company details and follow-up sequence creation

Local-first notes, mobile workflow parity, and usage clarity

• Notes gained a shared local-first sync engine for offline browse, search, create, edit, and delete flows on web and mobile
• The mobile development preview moved contacts, meetings, notes, outreach, and search onto shared data and native interaction primitives
• Settings gained Usage & Billing meters with plan limits, grace state, and clearer upgrade paths

Smarter published pages

• Published pages gained captured-lead connections, custom domains for eligible plans, live card sync, and an AI SEO/GEO audit panel

Reply-aware sequences and completion summaries

• Follow-up sequences now stop on genuine replies, pause for out-of-office responses, and resume around detected return dates
• Campaign runs auto-complete and send a per-run summary after the final recipient finishes

Native mobile foundation and My Page publishing

• The mobile development preview moved to a native route tree with authentication, deep links, tabs, search, and shared app providers
• My Page gained live preview, theme presets, cover photos, field controls, publishing, and automatic republishing from the source contact

AI-assisted writing and company context

• AI drafting and rewriting landed in email and note editors, including subject suggestions and structured relationship mentions
• Contacts and notes gained company pages, company mentions, and direct navigation through company relationships
• Meeting reminders gained configurable lead times and native notifications

Local-first Gmail inbox and richer sending

• Added a Gmail-backed local-first inbox with account and folder navigation, thread triage, quoted-text cleanup, and attachments
• Sending gained CC/BCC, reply threading headers, attachments, and safer idempotent mail-merge checkpoints

Live AI history and digest previews

• Live AI captures now persist with a Captures view, session modes, and after-the-fact recording assignment
• Digest email previews now load live data

OCR and live assist controls

• Added selectable OCR capture text plus Normal and Realtime live assist controls
• Live assist now keeps a concise digest and feed with better source grounding

Realtime assistant polish

• Assistant answers now include glossary and questions rails, keyword highlights, and click-to-locate sources
• The Ask box now pulls bounded local meeting context

Recording management and local meetings

• Recordings can be pinned, deleted, revealed, deep-linked, and shown locally in meeting details
• Live AI can listen to system audio, accept dropped images, and show live transcript assistance

Meetings and prompter updates

• Meetings gained calendar filters, recurrence labels, RSVP tooltips, and a resizable prompter
• Desktop recordings now use M4A files with encrypted cloud backup support

Better empty states and group details

• Contacts and messages now show sample empty states, while meetings get clearer calendar setup actions
• Contact groups can open spreadsheet-style details with modal contact previews

Daily dashboard and meeting navigation

• Dashboard now has a daily ritual view with relationship signals, day timeline, and today tasks
• Meetings gained real-data rails with today-first, month, and year jump modes

Live transcripts and collapsible lists

• Meeting transcripts can save as notes and display in an always-on-top live transcript window
• List/detail pages now support compact collapsed rails across the app

Agents, images, and integrations

• Agent chat moved to a faster thread experience with tool execution, approvals, and contact actions
• Added private editor images, Slack contact import, unread Slack messages, and Google Calendar CRUD

Outreach and sequence upgrades

• Sequences now support timezone-aware send windows, variant routing, completion estimates, and CRM tracking
• Message compose gained subject mail-merge fields, image upload support, and scheduling previews

Activity history and website refresh

• Added note and group history panels
• Launched the new homepage, blog, pricing, changelog, and solution pages

CRM and live-sync workspaces

• CRM pipelines now include kanban and spreadsheet views with editable stages
• Tasks, notes, and groups moved to faster live-sync storage

Sequences and system status

• Settings now includes System Status with sync health, storage, and debug info
• Sequences moved under Messages with stats, recipient timelines, and launch controls

Spreadsheets and task extraction

• Notes gained collaborative spreadsheet blocks with typed cells, column menus, and keyboard-friendly editors
• Notes can extract task suggestions and keep linked tasks in sync

Meeting prep and linked notes

• Meetings gained a Prep tab, Join & Record action, URL extraction, and linked prep notes
• Notes now show linked meetings and project meeting links into local search

Universal search

• Added universal search across contacts, notes, groups, and messages
• Messages gained a mobile recipient strip for mail merge

Sync workflow reliability

Desktop recording and safer syncs

• Added desktop sign-in, transcription, and recording support

Dashboard and notification fixes

Bug Fix

• Improved error reporting UI

AI-powered contact import and safer deletions

• New AI-assisted contact import flow that can auto-map CSV headers and extract fields from unstructured notes during import
• Updated CSV import prompts and routes for more reliable auto-mapping and field extraction

Dashboard, tasks, and notes overhaul

• 2-way sync now faster and more reliable with improved contact matching logic and automatic conflict resolution
• Notes support comments and threads with real-time sync, plus @mentions to link contacts directly in your notes
• Tasks redesigned with workspaces, unified view across all boards, and offline-first sync
• New customizable dashboard with drag-and-drop widgets for tasks, notes, contacts, calendar, and RSS feeds

Faster syncs and clearer history

• Contact history now shows field-level value diffs so it's obvious what changed
• Raised cron frequency to every 5 minutes for faster sync turnarounds

Tasks and notes refinements

• Tasks list now shows every workspace with an alphabet quick jump for long backlogs
• Notes editor highlights comments, tags, and offline banners accurately again
• Settings page refresh streamlines frequently used toggles for quicker tweaks

Workflow reliability and notes polish

• Unified the contact downstream scheduler with vendor ack merging for smoother multi-account merges
• Notes now ride the updated Yjs backend, keeping live edits and sidebar auto-shrink responsive
• Transactional email templates and shared graphics keep system notifications consistent

Notes UI and sidebar cleanup

• Notes route now keeps dedicated backlinks so you can hop between threads faster
• Sidebar remembers your preferred width, keeping navigation steady across sessions
• Message template drawer shows refreshed previews with quicker stats and actions

Integrations and calendar updates

• Refreshed calendar routes and UI so calendar data has a dedicated home
• Renamed Accounts to Integrations and surfaced better sorting so primary accounts stay on top
• Improved contact matching with vendor field timestamps and updated auth secret handling per integration

Gmail auth hardening

• Account detail page now surfaces the new variables layout for quicker debugging
• User data keys are always encrypted, improving security for every connected account
• Added richer Gmail auth logging so you immediately see what step needs attention

Contact matching and integration polish

• Contact list now decodes website and social links plus matches on email/name across prospects for better search
• Remote API list sorts by creation with disabled accounts at the bottom, making multiple connections clearer
• Progress toasts and integration loading states now mirror actual status during bulk operations

Onboarding and auth proxy updates

• Apple sign-in now uses a redirect-based flow that works in Safari and locked-down browsers
• Auth proxy handles POST and redirect flows consistently, making integrations connect on the first try
• Contact matching now versions field timestamps so regenerated merges stay accurate

Merge experience and UI stability

• Merge ledger now tracks sorted contact IDs and who merged what, giving clearer audit trails
• Dedupe preview highlights the selected main contact again so it's obvious what will remain
• New merge store metadata lays the groundwork for future automations while keeping history tidy

Contact list UX tune-up

• Locations and dates pages now share a standardized layout with refreshed styling
• Toast notifications stay pinned with the updated implementation, so status messages are easy to follow
• Sidebar highlighting and contact selectors now stay in sync even on large datasets

Data refresh and spreadsheet tooling

• Introduced an early spreadsheet-style triage view with user-data filters for bulk review
• Contacts and groups now auto-refresh whenever the window regains focus for real-time context
• Accounts page now uses a cleaner Google redirect-based OAuth flow

Mid-June quality pass

• Upgraded the sqlite schema so large contact sets load without hiccups
• Email recipient search is now instant even with thousands of contacts
• App now surfaces clearer status if the local DB isn't ready, so you know when to retry

Better dedupe and conflict resolution

• Added a strict full-name index for name-only matches, boosting dedupe accuracy
• Auto conflict resolution now pushes fixes back upstream so remote data stays aligned
• Refreshed contact field pickers so it's easier to choose the exact data you want to sync

Dedupe worker and snapshot tooling

• Contact-group mappings now show who last updated them for clearer collaboration

Sync and Group Improvements

• Contact sync v2
• More efficient sync conflict resolution
• Better handling of new iCloud custom fields, esp. Linkedin and Fb links
• Faster frontend loading of groups
• Better handling of combo group

Sync Issues

Fix user reported issues

Frontend and Email Backend Enhancements

• Calendar event not indexed correct due to new datetime format
• Make initial data loading faster
• Removed loading spinner in contact edit, contact dedupe, UI appears much faster
• Display and update quota
• Ability to split mail merge recipients into new draft
• Added message stats
• Warns if mail merge will span into next day based on scheduling
• Add setting slider for defining send interval
• Make "Compose" button async and in disable state when db is slow
• Email schedule 2x faster to load
• Ability to interlace schedules so emails are sent as soon and as many as quota allows

Devops, UI, and Backend Improvements

• UI: More efficiency search reindexing
• UI: Faster contact sorting in large lists
• UI: Consolidate iCloud sign-in logic
• UI: With validation and initial password test
• UI: Merging contacts will now retain groups the affected contacts belonged to
• Faster and more accurate contact matching
• Better logic to determine if contacts can be merged
• Better email scheduling
• Better retry of mail merge messages
• Better handling of global rate limits

Onboarding, Backend, UI and Ops Updates

• Signup / Onboarding flow v2: Add better support for csv import as onboarding method
• Signup / Onboarding flow v2: Quick signin via Google one tap
• V3 of pending contact matching logic
• Revamp logic to determine if email should be converted to docked contact

UI bug fixes and improved email deliverability

User onboarding improvements and various bug fixes

• User onboarding wizard v2
• Faster initial contact loading
• Faster and more reliable email sending

Email editor enhancements and bug fixes

• Dedupe algo v3, better matching for sparse contacts
• Contacts and prospects are now combined
• More vibrant color schema for frontend
• Faster contact search indexing
• Added "Insert template" command to email editor

Groups Management v2

• Group bulk actions, copy/move contacts between groups, bulk delete contacts in group
• Group details view with contact list and search
• Improved group sync performance and caching
• Added support for cross-referencing groups

Backend Bug fixes

Bug fixes and performance improvements

Mail merge, email template and more editor commands

• Mail merge enhancements with customizable individual messages.
• Save any draft or message as a template.
• Send any contact as a vCard attachment, select only the fields you want to share.

New Homepage and Building in the Open

• New homepage with improved navigation and layout
• Building in the open with public blog and changelog

Message Search and Unified UI

• Faster search for messages
• Unified UI for email and drafts

Note Editor and Contact Onboarding Improvements

• Note editor with new UI and formatting options
• Experimental backlinking support for notes
• Improved contact onboarding with better handling of missing data

Combo Group Enhancements and UI Improvements

• Combo group enhancements with new UI for managing groups
• Improved group sync performance and caching

Fast Edge Cache and Scalable Email Scheduling

• Cache all user data snapshots at the edge, with live updates
• Scalable email scheduling with option to undo send
• Scheduling and individual tracking for Mail Merge

Email Campaigns and Email Tracking

• Email campaigns for sending bulk mail merges
• Email tracking for open and click rates
• Smart tracking pixel that supports iCloud and Gmail

Scalable Email Queue and UI Improvements

• Scalable email queue for sending large email campaigns
• Fast frontend cache, instant edits while data syncs in the background

Email Templates and Email Scheduling

• Email templates for quick email creation
• Email scheduling for sending emails at a later time

Rich Text Editor and Mail Merge

• V2 rich text editor for notes and email, commands for formatting
• Mail merge preview, with error checking for missing fields

Email Editor

• v1 email editor, Composer UI
• Support sending emails to TD contact groups

Backend Performance and Sync Improvements

• Improved sync performance for large groups
• Auto contact enrichment for new contacts, adds company, missing name and Linkedin url

UI Performance

• Faster search UI with improved caching
• Improved search performance

Group UI and Contact metadata

• Added handling of leap day in Smart Group rotation
• Added metadata for contacts with live update
• Add support for combining and cross referencing groups

Group Sync and Search Improvements

• Enhanced Group UI with combo group sync, allowing users to add specific contacts and sync all to clouds
• Faceted search, save search as group, improved search performance

Sync Improvements and Group UI Enhancements

• Deduplication now returns high, mid, and low confidence matches
• Improved handling when names match but contacts lack email or phone
• Faster search and loading with better caching when using combo groups
• Optimized search index and moved data handling out of app state into frontend database
• Significantly reduced memory usage from 400-500MB to 50MB in Contact UI
• Updated database engine on iOS using FTS5 for search
• Upgraded Apple Sign-In and Google Auth to latest versions on iOS

Dedupe Enhancements and New UI Features

• Implemented better string diff logic in deduplication
• Improved dedupe UI for cases with more than two duplicates
• Introduced new format for merge ledger to track matches marked "not dupe"
• Added logic to reduce spouses matched as duplicates
• Exposed mid and low confidence matches on backend

Google Auth Updates and iOS Improvements

• Released new UI on iOS with better handling of JavaScript and main threads
• Fixed memory leak on iOS
• Implemented new sync strategy to avoid duplicates from iCloud and device
• Enabled resumeable background downloads and background upload of device contact snapshots
• Enhanced background task handling to fetch updates on iOS

Web Frontend Performance and iOS Enhancements

• Used multi-threaded web workers to offload compute-heavy tasks in the browser
• Revamped UI elements on iOS

Performance Improvements and Background Workers

• Offloaded compute-heavy tasks to web workers for contact snapshots, prospects, pending contacts, duplicates, and contact metadata
• Moved search indices to worker threads
• Made auto prospect conversion opt-in per account
• Implemented better retry logic for Gmail and Google Calendar

Metadata Search and Group Management

• Fixed group merge during initial import where smart groups were overridden
• Filled missing contact names using Apollo/PDL preview data
• Made metadata searchable, including gender and industry
• Parsed locations in named entities

Sync and iOS Stability Enhancements

• Fixed sync attempting to update Google read-only contacts
• Auto-renamed Google groups if conflicting with iCloud groups
• Adjusted deduplication logic by lowering significance of company and job title fields
• Updated iOS with new SDK and certificate
• Fixed permission issues regarding contact notes on iOS
• Implemented new search API
• Fixed caching of calls to internal services and added authentication
• Fixed metadata filtering on vector store

Prospect Automation

• Prospects are now auto-created as contacts if the user replied
• Auto-enriched contacts with metadata including company name, job title, and LinkedIn URL
• Generated metadata such as gender, industry, and Twitter handle
• Made metadata searchable and used to create smart groups

Sync Hotfixes and Prospect Enhancements

• Finalized background fetch on iOS
• Imported Google "Other Contacts" as prospects with enrichment using PDL preview data
• Added UI to merge prospects into related contacts by name, email domain, or company

iOS Background Fetch and Sync Modes

• Implemented background fetch on iOS
• Device-bound sync can now run in parallel with cloud-bound sync
• Introduced two sync modes: device as backup and device first
• System decides which sync mode to use based on app usage

iOS TestFlight and Release Updates

• Prepared iOS app for TestFlight release
• Resolved issues with duplicates when contacts are created on device
• Adjusted contact matching and auto-resolution logic
• Continued work on Google auth final approval for email and calendar
• Added interactions to Contact UI (list of emails and calendar events)
• Implemented contact metadata including gender, Twitter bio, and last interaction date
• Developed typo-tolerant search on frontend

Prospect UI and Backend Enhancements

• Prospect UI and Contact UI updates
• Experimental device-bound sync and auto-matching on iOS
• Upgraded to latest SDK on iOS for faster search
• Adjusted matching logic to skip auto-mapping via metadata when necessary

Google Integrations Revamp and Contact Interaction Tracking

• Rewrote Google integrations for Calendar and Gmail
• Implemented fast full sync and real-time partial sync
• Added contact interaction tracking
• Parsed people and organization keywords from notes in Contact UI
• Implemented global cache and enrichment preview support
• Added company data via Wikipedia

Merging Logic and Prospect UI Updates

• Auto-mergeable field for notes based on successful merging
• Processed outstanding contacts not yet mapped
• Completed Prospect UI with bug fixes and UI enhancements
• Aligned Onboarding UI with Dedupe, reducing need for user interaction

Data Enrichment and Bug Fixes

• Integrated data providers for contact enrichment
• Improved caching setup for better performance
• Enhanced stability on iOS with better home screen and faster search

Contact Sync Improvements and Company Data

• Implemented new prioritization logic in production reducing RAM usage by 90%
• Added company data lookup via email address
• Filtered out free/disposable emails for data quality

Auto-Merge Notes and iOS Enhancements

• Implemented auto-merge of notes with better tokenization and sentence structure preservation
• Added company data from multiple sources for fast lookup
• Developed full-text search on iOS for fast on-device search

Scaling Issues and Enrichment UI

• Moved services to Cloudflare for faster performance and cost savings
• Developed new contact enrichment UI supporting additional data fields
• Implemented Prospect search with integration to external data providers
• During initial signup, auto-created user's own contact from enrichment data to reduce onboarding friction

Bug Fixes and Auto-Merge Improvements

• Moved contacts and partial updates to Cloudflare workers to handle load
• Improved diffing to avoid empty change lists in Google integrations
• Batch removing obsolete change lists
• Enhanced auto-merge to preserve the order of contact fields

Group Onboarding Fixes and Logger v2

• Added auto match/merge during onboarding for safe merges
• Improved deduplication logic for contacts without email or phone
• Enhanced relevance scoring including birthday, dates, and relatives

User Onboarding and Google OAuth

• Improved Google OAuth flow and EUA dialog
• Onboarded new users and tested data through latest matching logic

Google OAuth Certification and UI Enhancements

• Added status, last synced time, and disable/remove options in Account UI
• Improved stability and deduplication calculations
• Enhanced UI with user feedback on first-time signup
• Implemented search filters with specific field values and date ranges

Contact Sync Tooling and Frontend Cleanup

• Developed new tooling for contact sync with improved debugging and testing
• Supported multiple Google accounts
• Improved data handling on frontend with instant create, edit, delete actions
• Implemented local cache, remote edge cache, live updates, and cross-tab consistency
• Added preliminary offline support and ability to resume sync
• Optimized search with new local database reducing memory usage by 70%

Mobile Sync and Memory Optimization

• Implemented search layer on device to power contact matching
• Developed two-way transformers to convert contact formats without losing fidelity
• Improved local storage performance by 20x
• Stored copies of device contacts and records for on-device sync
• Auto-switched sync to device when iCloud is throttled

Infrastructure Updates and Dedupe UI Fixes

• Deployed new infrastructure to run sync with dynamic delay on retry
• Enabled faster deployment and testing
• Made the system fault-tolerant and running in production
• Submitted mobile app to TestFlight
• Improved Dedupe UI with options to merge all identical contacts and better matching functions

Contact Fetching Enhancements and Error Handling

• Titledock CardDAV driver separating address propfind calls and vCard fetching
• Improved error handling during throttling and handling large payloads
• Implemented progressive initial fetching and chunked fetching for iCloud
• Handled 503 errors when throttled
• Introduced Sync Lock for operation management and retry awareness
• Added ability to dedupe Google contacts before conversion
• Implemented system-wide exponential backoff with tiered backoff strategies

Auto Conflict Resolution, CSV Bulk Import

• Handles iCloud/Google server-side updates
• More reliable upload to iCloud/Google
• CSV bulk import with auto column matching
• Auto match columns

Core Services Refactor

• Gmail metadata download (subject, to, from, date, headers)
• Automated task for batch downloading historical data

Edge Cache v3 & Dedupe Improvements

• Edge Cache v3 for faster loading of contacts, dates, and locations
• Faster partial indexing with single request loading
• Better handling of real-time updates
• Dedupe v3 with ledger for reversible merges and duplicate ignoring
• Virtualized list for smooth scrolling through 1k+ duplicates
• Better highlighting on hover

Command Panel & Google Calendar Backend

• Command panel with search commands, quick edits, redirects, and chainable commands
• Google calendar backend with real-time updates and channel expiration handling
• Improved search with better memory optimization and modularity
• Data refetch after sleep or network disconnect

New Sidebar and Smart Groups

• New sidebar link matching
• Much faster location search with simplified UI
• Date smart group with daily rotation and user time zone support
• Smart groups auto-update based on contact changes
• Export smart groups to CSV and vCards

Location View and Keep-in-Touch Frequency

• Location view with cities and MSAs
• Sync view as group
• Bookmark contact feature
• Keep-in-touch frequency settings (every week, every 2 weeks, etc.)
• Search by company and location

New Homepage and Bulk Edit

• New homepage, terms of service, and privacy policy
• Security, logging, and monitoring enhancements

Dashboard and CRM View Backend Support

• Dashboard with dates of interest
• Backend support for CRM view with custom contact groups
• Logging and monitoring improvements
• Bulk export/import to CSV and vCards
• Search reindexing on contact creation/update

New Sign-In Experience and Real-Time Websocket Enhancements

• New sign-in experience connected to waitlist
• Better caching for contacts on Cloudflare
• Local cache compatibility checks with auto-clear
• Better handling of real-time websocket connections and keep-alive logic
• Date reminders

Apple Sign-In and Sync Management Onboarding

• Apple sign-in support
• Sync management onboarding page with sync progress display
• More sync badges
• Support for read-only contacts (e.g., importing Google's Other contacts)

Dedupe UI Revamp

• New Dedupe UI with direct editing
• Undo merged contacts feature
• Task to wipe all user data for Google security compliance
• Google contact setup UI
• Incoming webhook for updating Titledock contacts from Zapier

Dedupe v2 and Zapier Search Endpoint

• Dedupe v2 with significant speed improvements
• Fixed issue where v1 missed duplicates with similar names
• Cross-account dedupe 2x faster
• Zapier search endpoint to lookup contacts via email or phone number

New User Onboarding and Delegated User Access

• New user onboarding flow
• Google two-way sync with Gmail contacts and metadata
• Better deduplication with faster processing
• Zapier app with outgoing webhooks for contact events
• Bulk CSV export/import with better formatting for nested values

New User Onboarding and Collaborator UI

• New keyboard shortcut handling with option key tooltips
• Collaborator UI with permissions and expiration settings

Analytics and Functional Testing

• New user signup with SendGrid integration
• Cognito integration for user authentication
• V2 of partial search reindexing reducing CPU load

Export Features and Delegated User Access

• Export to CSV and vCard
• Better handling of edge cache with Cloudflare CDN
• Delegated user access with ability to invite others
• Support for social and web links
• Incremental search reindexing

Bulk Delete and Real-Time Contact Cache

• Bulk delete endpoint
• Bulk group creation endpoint
• Real-time contact cache generation for faster startup
• Contacts list multi-selection for bulk actions
• Draft of auto dedupe with pending table and special search index

Edge Cache and Merge Conflict UI

• Contact edge cache served by Cloudflare CDN with secure auth
• Silent reindexing of search for performance
• Merge conflict UI with banner on contact details page
• Simplified sorting and presentation for default fields

Contact Local Cache and Improved Websocket Support

• Edge cache for contacts with optimized payload size
• Offloaded logic to edge for performance
• Local caching for contacts with auto-refetch
• Merge conflict UI

Local Caching and Smart Input Formatting

• Local caching for contacts to prevent unnecessary data fetching
• Smart input and formatting for date fields
• Support for pasting and parsing entire address strings
• Ability to mark and unmark fields as default
• Added ability to clear search query with escape key or clear button