A member's own SI Assistant voice, for email triage drafts
POST **************** answers the assistant's name and how it sounds, resolved from SI Assistant Settings through the same waterfall the chat reads. Email triag...
A Sales Floor kind members can mute on its own
SALES_FLOOR mirrors the Java kind (kamo-shared-library 3ea204a5): gated on VIEW_LEADS like EmailService, listed just before the lead callback, drawn with a head...
The System User reaches the SI floor's setup, as automation-service now allows
automation-service (5a6a287) lets god mode and the System User read and change SI settings and briefings, recorded each time. God mode already reaches the tab t...
A report scoped by the reporting line gets the caller's line, whatever their rights
Owner, 2026-11-02: a generic right opens a report about people's activity and never widens its rows. For a definition marked scopedByReportingLine(), the resolv...
One org SI record, and drafts take their voice from an SI, never a typed profile
The org's SI is si_floor_settings.si_member_id alone: automation_outreach_settings no longer maps its own copy, so the Automation Streams page and SI settings c...
Floor Activity, each person's calls on their reporting line
A Report Studio report over the dial ledger, counted by DialTally so it can't disagree with the scoreboard: dials, conversations, confirmed conversations, conne...
The reporting line decides whose calls a screen shows
Owner, 2026-11-02: a generic right such as Manage the Call Floor opens a screen and never widens its rows. Adds the pieces both Report Studio and the floor pane...
A new role on a deal is a Sales Floor notice
The deal-role bell card goes out as SALES_FLOOR (kamo-shared-library 3ea204a5) instead of GENERAL, so a member who mutes the floor mutes it too, and one who mut...
Sales Floor notices are gated on the Leads right
SALES_FLOOR (kamo-shared-library 3ea204a5) is gated on VIEW_LEADS: every owner, floor worker and deal-role holder holds it today, where a floor right would sile...
The sales floor gets its own notification kind
SALES_FLOOR, appended last, so a member can silence the floor (review items, stopped runs, the send queue, a stream's Notify step, deal roles, briefings and cap...
Start leads in a stream, stream settings, state rules and people not to start
Start In Stream on the lead grid and on an import, stream settings on the canvas, the new step fields, State Rules and People Not To Start in Contact Rules, the...
Stream emails print the sender's and the org's NMLS and the equal housing mark
Saved and written stream emails alike, above the address and unsubscribe. Only for an org with an NMLS number.
Select leads by view or import, state rules, and a stream sets a lead field
An import records the leads it made. A read gives the ids a saved view, source or import stands for, under the grid's own floor, capped and timed. Contact rules...
A line for bulk starts, stream settings, state rules and a list of people not to start
New tables for the line, per-stream settings, state contact rules and the people list, a record of the leads an import made, a current rate on the lead, and new...
Spoken words and notes for the caller look nothing alike, on every surface
ScriptBlockView is the one rendering: Say This is large in a solid frame, For You Only is small and set in, in a dashed tinted panel, with its own icon and word...
Every script block says whether it is spoken or for the caller alone
The kind column was added by hand first. Only an explicit SAY is speech; anything unset reads as agent only, so a block nobody classified can never pass for wor...
The fix pass, one Media socket, and help that matches
A card drags by touch and lands under the pointer. Every MediaService hook shares one socket. A cockpit org starts each member on a short set for their role. A ...
Stage events, per-loan money on the own-loans rule, and deal role notices
A stage move writes its own stream event, so a stream can tell stages that share a status. Loan money, its rollups, goals and report reach only a member's own d...
Stream outbox for claims, status frames, and a report's own-records rule
A credit claim writes LEAD_ASSIGNED, a status change reaches floor panes, a run can be asked about by lead and stream, and a report can name a second right that...
Kamo Help lives in the article browser, and articles open in the page
The separate help shelf is gone. Kamo's articles sit at the bottom of the left tree on a tinted panel, drawn by the same rows and read only. The console and an ...
Fill the one merge field list, so a saved email reads the same in a drip
Sales scripts on the canvas, the call floor and the Interaction Center
A call step picks a script and variants, shown on the card with a link to edit. The call floor and the Interaction Center open that script, stay in step, and a ...
One merge field list, a script on the call list and dial ledger, and duplicate
MergeFields is the one list a script, stream step or saved template fills from, with older spellings kept as aliases. script_id on call_list_entries and dial_le...
A help popup on every sales floor page, switch and feature
HelpArticleLink opens one popup in place: a short summary first, then the full article from the knowledge base, with search, related articles, Back, deep links,...
Group the Automation tab's lead and other-system switches
Two new groups: Leads and pipeline, and Your other loan system. Labels only. A switch is stored and checked by its own name, so what it does is unchanged. The r...
Any organization may read the platform's published help
KbReaderScope gets one exception to its organization rule: a reader in any other organization may read a platform article that is active, published and open to ...
The board fills its width, and the lead and loan cards follow the org's colours
The streams list and the canvas panels fill their room, in the org's colours
The send queue, briefing, captures, triage and review as full-width workspaces
The Tasks tab is the lead's action plan, and SI calling picks a real SI
SI calling lists the org's own SIs with the voice set on each, where it asked for a voice in a text box, and each SI call and text step on the canvas can name o...
The sales floor lives under the apps that own it
One nav item per app, paired with one group in Settings. Five floor options left the top level: Call floor, Scoreboard and Send queue are rows under Leads, Emai...
A provider's voice agent answers to the SI's call gate, by the SI's own name
A stream no longer reaches JustCall's voice agent directly. kamoai-service decides a call, and only an SI with no line of its own takes this path, to the voice ...
A stream's SI, a voice channel for the outreach gate, and a stream step as a run
The org chooses an SI for its stream calls, where it used to type a provider's voice name. The voice is the SI's.
A lead's stream on every screen, and the canvas's new steps
The lead page, board cards and grid show a lead's stream, with a filter. A person sets a return date on the lead. The canvas offers starting and leaving a strea...
A lead's stream, a reactivation date, and a role through its deals
Reads a lead's live stream from its run, for the grid, board, lead page and a filter. A reactivation date is a LeadCallback, moved in place and cancelled quietl...
Stream state, org fields, reactivation dates and a role on a lead's deal
Neutral pieces the engine needs: three trigger events, a reactivation purpose on LeadCallback with its time as an org setting, a lead filter on live runs, a dea...
Reports and Gamification are included in Business and up
Owner, 2026-11-01. They were on Enterprise alone.
A new callback reaches Waiting on Me at once, and the panes' contract joins the brief
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