Changelog
Releases, platform upgrades, and connector updates for Strategent.
Syra answers from your data
Every answer is now grounded in the records of the business, cited by source, and traceable to the thread, contact, or file it came from. Multi-step work still runs as a full agent task with final approval at the end.
Grounded retrieval
Syra retrieves context across inbox, calendar, tasks, CRM, documents, and connected knowledge sources before it responds. Routine questions resolve in a single retrieval pass with source chips on the answer.
Zero-retention model routing
Every Syra request runs through a zero-retention path to the model provider. Prompts and completions are not stored or used for training outside the workspace. The retrieval index stays inside the tenant boundary.
Action ledger
Each action Syra proposes carries structured metadata: the trigger, the sources consulted, the draft produced, who approved it, and when. Queryable per contact, per matter, and per user. Exports on request.
Voice input
Dictate directly into the Syra composer. Audio streams to transcription in real time and lands in the input as editable text. Nothing is retained after the transcript is written.
Persistent drafts
Reply drafts autosave as you type. Leave the thread, refresh, or close the session. The draft is there when you return.
Also in this release
- Mobile parity across the dashboard, inbox, and Syra on iOS and Android.
- Adaptive navigation on small screens that stays out of the way of content.
- Light Mode moved to a warm neutral palette.
Syra as a working session
Multi-turn tasks hold their context across the session. Refine a draft, redirect a search, or reprioritise a task list without restating the request.
Full conversation surface
A scrollable transcript, source chips on every grounded answer, and a docked composer built for back-and-forth work.
Actions inside the thread
Reply, forward, and compose live in the reading pane, scoped to the open thread. Syra drafts appear inline with the original message. Send and Edit remain the only two exits. Nothing leaves the workspace without a person choosing to send it.
Thread utility rail
Convert any message into work: create a task, book a meeting, or ask Syra about the thread. Each action inherits the sender, the subject, and the relevant contact record.
Workload
A capacity view for the whole team. Hours committed against hours available, per person and per week, with a five-band status from Light to Maxed. Syra reads Workload when it proposes assignments.
Also in this release
- Loading states across inbox and thread transitions.
- Calendar events created from a thread carry the attendee list and a Join link.
Daily Brief
Each morning Syra assembles a brief from the calendar, inbox, task list, and market data: what matters today, what is waiting on you, and what changed overnight. It reads in under a minute.
Insights
Live market context on the home screen. Equity indices, commodities, and rates update through the trading day, positioned next to the client work that depends on them.
Day-scoped calendar
Meetings resolve per selected day with confirmation status and a direct Join link. Prep blocks and client meetings sit in the same view as the inbox threads that led to them.
Microsoft 365 calendar and Zoom
Microsoft 365 calendars sync through Graph delta queries, so each run pulls only what changed. Zoom connects over OAuth and posts past and upcoming meetings into the same timeline as email and calendar. Re-running a sync never creates duplicates.
Mobile dashboard
The full dashboard, Team, and Billing run on phone-sized screens as an installable app with correct safe-area handling on iOS Safari.
Also in this release
- Consistent contact identity across Team, CRM, Inbox, and signatures.
Call handling and the connector framework
Inbound calls now run through Strategent, and every integration plugs into one capability-based framework so adding a provider no longer touches the sync pipeline.
Call handling
While a call is live, Syra transcribes, captures name, email, phone, and intent, and stages a CRM record. The record posts on approval. Nothing is written to the CRM until a person confirms it.
Connector framework
Connectors declare capabilities: mail, calendar, and meeting today. A shared OAuth and sync runner handles scheduling, cursoring, encryption, de-duplication, and feed projection for every provider.
Encrypted credential storage
Every stored OAuth token is encrypted with AES-256-GCM, with a unique initialization vector and authentication tag per token. Keys are supplied through environment configuration and never live in the database.
Gmail, Outlook, and Google Calendar
Mail syncs incrementally into the shared inbox with de-duplication by provider message ID. Google Calendar keeps a per-connection watermark and performs a clean full re-sync automatically when Google expires it.
Channels and Team
Internal channels threaded by topic with unread counts on the home screen. Team shows who is online and what each person is working on, sourced from Tasks and Calendar rather than manual status updates.
Also in this release
- Dark mode is now the default, with a system-aware light mode.
- New icon set, Open Graph assets, and page metadata.
Inbox, CRM, and the activity feed
A production-grade inbox, one record model for every relationship, and a single write path that makes the activity feed structurally unable to drift from the data behind it.
Inbox
Full header structure, threaded conversation cards, and attachment handling. Long client conversations stay scannable. Syra drafts appear alongside the original with a single Send or Edit decision.
Focused view
Client and colleague conversations are separated from vendor and system notifications. The default view shows the work.
CRM
Contacts, households, matters, and pipeline stages in one record model. Every inbox thread, call, and calendar event is linked to the contact it belongs to. Syra reads the full history of a relationship before it drafts anything.
Documents
Proposals, statements, agreements, and client files indexed for retrieval. Documents connect to the matter and the contact, and are available to Syra as grounded sources.
Unified activity feed
Every external write flows through one projection that commits the feed entry in the same transaction as the underlying data. Live updates fire only after the commit succeeds. AI-generated activity uses the same path and is not a special case.
Real-time streaming
A per-workspace event stream over server-sent events. Authentication and workspace scope are enforced on the stream itself. Sync jobs are idempotent, so overlapping runs and retries never produce duplicates.
Strategent
The first release of the operating layer. One workspace for inbox, calls, CRM, tasks, documents, calendar, and team, with Syra running across all of it.
Syra
An agent trained on the data of each business. Syra reads across connected systems, drafts the next action, and waits. Every send, every CRM write, and every scheduled event requires final approval from a person. This is the architecture, not a setting.
Modules
Inbox, Calls, CRM, Tasks, Documents, Calendar, Team, Channels, Billing, Support, and Settings ship together.
Multi-tenant authentication
Every request is verified against a signed session and the workspace is resolved server-side from the organization claim. Client-supplied workspace identifiers are rejected outright. Each business is fully isolated at the database level.
Production data model
A typed API across six product domains on a Postgres schema covering workspaces, users, households, inbox, calls, calendar, documents, CRM, billing, activity, and integrations. Workspace isolation is verified with direct database tests.
Connectors
Platform
Installable as a progressive web app on desktop and mobile. Light and dark themes.
Outbound scheduling, CRM automation with approval queues, multi-account connectors, and Syra memory across sessions.