What's new

New features and fixes in Shadows, newest first. Step-by-step guides for everything below are in the Help Center.

November 2026

NewYour Slack direct message with your Shadow is now one continuous conversation, and it keeps the latest card in view as context. Starting a new topic is more reliable, including short and Hebrew requests.
NewSend a message to a group of a deal's stakeholders from Copilot, and see the groups a deal already has.
NewThe Copilot panel now shows your full conversation history, loading older messages as you scroll.
FixCopilot answers in Slack now link to each record in its own workspace.

NewA message templates editor in Settings: adjust your workspace's templates and pin files to them.
FixDrafted messages no longer repeat the greeting or signature, and no longer open with "Thank you for your question" when nobody asked one.

NewMicrosoft Teams works across several workspaces, and you link your WhatsApp number once for all of them.

FixA batch of scheduling, invitation, RSVP, call-logging and booking-page fixes.
FixWhen a notification goes to several people and one delivery fails, it's now retried for that person.

NewWhatsApp is now a channel for sellers. Link your number from your Profile with a toggle, a confirmation tap and a 4-digit code, then receive deal alerts and talk to Copilot from WhatsApp.
NewVoice notes: send your Shadow a voice note on WhatsApp. It's transcribed and answered like a typed question.
NewConfirm or cancel an action Copilot has prepared, right in the WhatsApp chat.
NewUse one WhatsApp number across several workspaces, with clear labels showing which workspace a message is about.
FixClearer messages when a WhatsApp send fails, and meeting times shown in your own time zone.

NewChoose where your instant notifications go: Slack, Microsoft Teams or WhatsApp.
NewA Notification Center in Settings, with notifications in groups. You can turn email off for individual groups.
NewThe Deal Room team-chat digest reaches you on Slack, Teams or WhatsApp.
NewYou're notified when a buyer names their price or uploads a competing offer.
FixThe daily digest is sent in your own time zone, including daylight-saving changes.
FixSlack messages now come from your own Shadow.

NewTwo-factor authentication now offers a WhatsApp code as a second factor at sign-in, alongside an authenticator app. Turn it on under Settings › Profile.

NewCopilot can add notes and log meetings that already happened.
NewMeeting debriefs: after a meeting, your Shadow asks how it went. Answer in a Slack thread, by replying to the email, or in Copilot. Your Shadow then drafts a recap for the buyer.
NewInternal updates, such as creating a deal, editing deal fields or adding a competitor, now happen straight away. Anything buyer-facing, pricing or commercial still waits for your approval.
NewPricing changes you ask Copilot for are saved to the quote draft. Publishing still needs your confirmation.
NewReplies in a Slack thread take their context from the card that started the thread.
NewCopilot can work with promotions, sub-stage approvals, the Deal Room team chat and sending the quote.
FixMany accuracy fixes: quote edits do exactly what you asked ("add 5 seats" adds five), extending a quote's expiry adds to the current date, and Copilot tells you when something exists but you don't have access, instead of saying it doesn't exist.

NewBuyers can review, e-sign and purchase inside the Buyer Space, then download the signed agreement.
NewGo live straight from configure mode. Going live doesn't email anyone; the buyer is emailed only when you share the link.
NewA guided "Why am I here?" tour for buyers, with a banner that adapts to their role.
NewA redesigned widget editor with a live preview, a new FAQ widget (choose sections and questions), and inline editing of widget text on the card.
NewAn actionable "Your next step" for buyers, and a People rail buyers can message.
FixA deal shows as signed once the buyer completes the purchase.
FixWord signing documents are converted to PDF instead of blocking checkout.
FixLayout fixes on mobile and for the sticky header, confirmation bar and file rows.

NewDownload a PDF of the quote from the Pricing tab, whether it's published or not. Drafts carry a DRAFT watermark.
NewSet payment terms on a quote, from the Pricing tab or through Copilot.
NewLine-item discounts are approved line by line.

NewDelete contacts and companies.
NewImport Google Calendar meetings with a deal's stakeholders, kept up to date automatically.
NewThe Deals list has a status filter that defaults to Open, plus Closed won and Closed lost badges.
FixAdding a contact by an email you already have links the existing contact instead of creating a duplicate.
FixA visible "New company" button on the contact form's Company field.

NewA new Revenue dashboard with role-based metrics, goals, a Baselines tab, a ranked Insights queue with suggested next moves, Shadow statistics, and exports you can email to yourself.

Questions about a change? See the Help Center or email [email protected].