What we shipped.

A rebuilt calls workspace for agents and managers

Calls now have a proper home: an assignable inbox, a permanent dialer, wrap-up notes, voicemail, and a full 360 view of every caller. Managers get their own overview while agents work their own desk. Open the Calls area in Comms HQ.

A smooth handoff from AI chat to a person

When a customer conversation needs a human, the AI assistant steps back cleanly and hands over full context to your team, across web chat and WhatsApp. No more crossed wires or duplicate replies once someone takes over.

AI Marketing Manager

A new always-on cockpit reads your live marketing boards and calendar to surface what needs attention and what to do next. Ask it anything about your marketing through its built-in assistant bar.

An AI Scrum Manager for your sprints

The old Automations area in Projects became the AI Scrum Manager, an always-on cockpit wired to live sprint data. It recommends what to plan next and can approve work, carry story points, escalate blockers or schedule a retro. The command bar is now sprint-aware and answers planning questions in place.

Analytics Studio: build any view of your data

The analytics builder is now the Studio, one place to create pivots, charts, tabular reports, funnels, and correlations with the same guided controls and a richer chart library. Publish any report to the HQ where your team works, and find everything under a single Insights heading in every HQ.

Ask your data a question and get an answer

NearSync AI now answers metric questions in plain English straight from the command bar, returning a clear number or chart instead of a form to fill in. It is trained on your full catalogue of measures, keeps context across a conversation, and is aware of the HQ you are working in.

Automated outbound calling with call lists

Build call lists from your Sales leads and work through them with a preview dialer, so your team can call continuously without hunting for the next contact. Start a list from the Leads page or the Calls area.

Boards that sync live as your team works

Engineering boards now update in real time as teammates create and move cards. Updates pause while you drag so nothing jumps under your cursor, and your history view stays put.

Brief Designer: from brief to live campaign

Compose a campaign brief with audience targeting and channels, generate a structured production plan, then activate it into a real campaign with content tasks and a timeline in a single step. Everything routes through your workspace AI settings.

Call your leads with one click from Sales

Click a phone number anywhere in Sales HQ to place the call, with a call dock that follows you from any screen. Every call is logged as activity on the contact's CRM timeline so the history stays in one place.

Click to call from anywhere, logged automatically

Call any contact with one click from Sales HQ, lead tables and quick actions, using a floating dialer that follows you across the app. Every call is written to the customer timeline for you.

Connect Canva, Figma, and Adobe

Link your Canva, Figma, and Adobe Lightroom accounts from Apps and Connections to bring creative assets into your marketing work. Connections are scoped to your workspace.

Cycle health and a learning ledger

Projects HQ now captures sprint learnings and flags hotfixes as they close, feeding a cycle-health board and a scan that surfaces where your development cycles keep breaking. Every retro reads from one shared ledger.

Email marketing with lists, blasts, and cadences

Build audiences, send campaign blasts, and run per-contact drip cadences that wait for opens and clicks, all with consent tracking and one-click unsubscribe built in. Email and WhatsApp opt-in are tracked separately so contacts only receive what they signed up for.

Every call recorded, transcribed and scored

Calls are recorded, transcribed and scored for sentiment automatically, then flow into your intelligence and analytics. New reports like missed-and-not-called-back help you spot follow-up gaps. Review calls in the Calls area and in Analytics.

Every ticket opens the full customer picture

Open a ticket and you see the full account alongside it, with the conversation as an expandable history and the customer's identity resolved for you. Support handles the person in front of them with the whole relationship in view.

Export and schedule reports by email

Export any board or report to CSV, Excel, or PDF on demand, or schedule automatic delivery to inboxes on a recurring cadence. Anyone with Board Management access can set up a schedule.

GitHub activity, built in

Connect GitHub through Apps and Import to bring pull requests, reviews and commits into a live engineering Activity dashboard. No browser tokens required, and contributors show with their real names.

Governed measures across every HQ

Every HQ now ships with a curated set of trusted, currency-aware measures like revenue, win rate, cycle time, and completion rate, all managed by NearSync so the numbers stay consistent wherever you use them. A redesigned Measures surface groups them by department.

Live agent roster, availability and duty

See who is available in real time, control your own status, and manage an agent roster wired to your real workforce and working hours. Calls only ring agents who are on duty and eligible to take them. Manage agents in the Calls area.

Meeting intelligence in your analytics

Meeting and call intelligence now feed governed metrics you can chart and report on, so meeting activity sits alongside the rest of your business data. Find the new measures in the Analytics studio.

Redesigned marketing boards and Brand Identity

The content and campaign boards get a cleaner design with a standard toolbar, list views, live sync, and real channel logos. A new Brand Identity system lets each workspace define its brand guide once and have it flow through marketing work.

Roadmap Gantt with two-way calendar scheduling

The Roadmap is rebuilt as a sprint timeline where issues appear as dated bars you can expand from each sprint. Scheduling flows both ways with your calendar, so dates stay in sync wherever you change them.

See revenue by marketing campaign

Campaigns now carry first-touch attribution from lead to won deal, so ROI insights show real sourced revenue and deal counts instead of estimates. Campaign spend flows into Finance as rate-locked expenses for a true return on ad spend.

Send any ticket to the right team with Dispatch

Department Dispatch lets you hand a ticket to Sales, Projects, Finance or People without losing the thread. Everyone the ticket lands on gets notified, so nothing sits waiting for someone to notice.

Service HQ: a customer service desk built in

Service HQ gives your team a real support desk with a triage board you can work as a list, kanban or swimlanes. Create tickets, filter by member, switch between Mine and All, and edit inline as work comes in.

Settings and Explore NearSync

We have completely revamped System settings and introduced Explore NearSync, Your onboarding companion.

The settings are now ordered logically, with clearly defined easy to find sections. We have also moved the hub management, Notifications and Asset Management here. This ensures IT admins can easily configure relevant settings.

The onboarding companion makes it easier than ever before. It maps and explains every surface of NearSync.

Sprint management built for engineering teams

Projects HQ now has a dedicated Sprint Management workspace with Plan, Standups, Retro and Epics tabs. Plan against leave-aware team capacity, run ceremonies that link to your calendar and scribe notes, and turn retro action items straight into issues.

Turn any chat, WhatsApp or email into a ticket

Conversations from webchat, WhatsApp and email can be promoted straight into a Service HQ ticket, matched to the right contact by phone number. When a person takes over a claimed chat, the AI steps back and a ticket opens on the same channel.

Your own call center, built into NearSync

Place and receive real phone calls straight from your browser, on any screen in NearSync. It runs on your own carrier account, so calls, numbers and recordings all live in one place. Find it in the new Calls area of Comms HQ.

A faster, unified calendar

One calendar across Google, Outlook, internal events, tasks, sprints, bookings, holidays, and leave. New keyboard shortcuts, a second time-zone column, drag to create, move and resize, a team availability view, and suggest-a-time that respects leave, holidays, and optional attendees. RSVP inline from invite notifications.

A Home that reads your day

A daily brief with morning and evening editions built from your real schedule and work, new performance views (Gauge, Cores, Bars), and an achievements and badges system.

Booking Engine: public pages and self-serve

Share a brand-themed public booking page or embed it on your website. Bookers can reschedule and cancel themselves. Round-robin and collective distribution, per-agent availability from your hub hours, and automatic CRM write-back on every booking.

Meeting Intelligence, rebuilt

A dedicated workspace tab with Types, Summaries, and Coach. Define the outcomes each meeting type should produce and capture them automatically. Summaries v2 adds participants, talk-share, and recordings. Coach adds a vocal and conversation coach plus coaching-over-time trends, skill-gap views, and a manager training narrative.

NearSync AI in one command bar

Press Cmd-K anywhere to search, ask, and act. The assistant pulls your real CRM, calendar, and inbox data to answer, cites its sources, and can act with a confirm step: approve requests, mark tasks done, reschedule or cancel meetings, snooze reminders. Web results save to Pins in one tap, conversations persist, and six ready-to-use AI agents are summonable from the same bar.

Pins: one place for what matters

Bookmarks and the Pinboard are now one Pins surface: a card grid with link previews and collections, pinnable from the top bar.

Talk to NearSync with realtime voice

Click the waveform in the top bar to speak to the assistant hands-free, anywhere in the app, with live reads of your business as you talk.

Introducing Quick Calls, Call Scheduling & Internal Links

Call your team, schedule meetings and add quick to-do's all from you right panel pulse menu. It hides by default and is always available as a dock. You can access it by clicking your screens on the middle right side. Click your team member's avatar and jump on a quick call.

NearSync now offers select users the ability to schedule meetings on the calendar with a shareable link. Pick your team member, select the time & it's done.

Happy Syncing!

Choose your typeface

Pick the font that reads best for you. Four carefully chosen business typefaces are available: Satoshi, Inter, Poppins and Jakarta. Find it under Appearance in your profile settings, with a live preview as you switch.

Get your notifications by email

You can now receive your notifications in your inbox, not just in the app. Turn it on under Delivery Channels in your profile settings. Quiet hours are respected, and urgent items always come through.

Introducing A Better Dark Mode

We thought a lot & are now introducing a refined version of Pro Slate. Pro Slate is now calmer on the eyes with a more saturated colour scheme, dramatically increases readability.

With Midnight Pro, we have moved away from Pure Black, and introduced Charcoal. Keeps your late night screens calmer & yet improves the contrast by a mile.

Happy Syncing!

Introducing the New WhatsApp By NearSync

Connect WhatsApp in one click using OAuth Credentials. All new analytics & Broadcast Tabs with list Management. Improved Siderail details for a more contextual experience.

Integrated NearSync AI with WhatsApp as a agent, connected to your Knowledge Base. Gated settings screen in WhatsApp to configure Flows, First Interactions and Chat handling.

Automated escalation & human intervention, when explicitly asked or unable to answer questions from the knowledge base.

Topic Routing by Customer Lifecycle Stage. WhatsApp OTP generation templates pre seeded for Documents HQ validation.

And Much More.

Experience WhatsApp By NearSync Today!

Introducing What's New

Every new feature and improvement now shows up here, right inside the app. Open it any time from your profile menu in the top right. We will post updates as we ship them, so you always know what is new and where to find it.