Take Sales

Changelog

What changed, month by month

Every platform release, with what arrived, what improved and what was fixed.

New

  • Full platform documentation, with getting-started guides, channel setup, integrations and the API
  • FAQ and troubleshooting, covering the most common questions and the steps that resolve each one
  • Feature guide with dedicated documentation for Dashboard, Sessions, Analytics, hand-off queue, approval queue, knowledge base and notifications

Improved

  • Analytics loads charts and filters faster
  • The workspace settings interface was redesigned

New

  • Automations, with event triggers (conversation started, lead captured, negative sentiment) and email and webhook actions
  • Approval queue for tools marked `approval_required`, so a human reviews high-risk actions before they run
  • Lead export to CSV straight from the leads page, respecting the filters in place

Improved

  • The sessions page was redesigned, with filters by channel, sentiment, agent and period
  • The RAG pipeline gained semantic caching and re-ranking, for faster and more accurate answers
  • Knowledge base indexing got faster

Fixed

  • Webhooks with custom headers were not sending the Content-Type correctly
  • The sentiment chart broke on periods longer than 30 days

New

  • JavaScript SDK (`@takesales/sdk`) to drive the widget from code, listen to events and pass metadata in
  • Client variables: data from the visitor’s browser (URL, UTM, localStorage, cookies) as tool parameters
  • cURL import for custom tools: paste the command and the platform fills in endpoint, headers and parameters

Improved

  • Whitelabel with colours, logo, favicon and a custom domain per workspace
  • Support for Twilio Voice, so the agent takes phone calls with synthesised voice
  • Automatic detection of the visitor’s language got more accurate

Fixed

  • The widget failed to reconnect after a brief loss of connection
  • Optional fields were being shown as required in lead capture

New

  • Instagram channel, for direct-message conversations with text and images
  • Telegram channel, with bot creation and setup in a few clicks
  • Test scenarios, to validate the agent’s answers before publishing a change

Improved

  • The dashboard was redesigned, with new metric cards and interactive charts
  • Voice response latency dropped below one second
  • A new system prompt interface, with templates and suggestions

Fixed

  • A timeout on conversations longer than 50 messages
  • An encoding error on PDFs with special characters in the knowledge base

New

  • Native [HubSpot](/en/integrations/hubspot) integration, syncing leads and conversation data
  • [Webhooks](/en/integrations/webhooks) with multiple events, automatic retry and delivery logs
  • [Public API](/en/integrations/rest-api) with bearer token authentication and full documentation

Improved

  • Real-time notifications, including browser notifications
  • A more responsive widget on mobile devices
  • A more accurate sentiment analysis model

New

  • [WhatsApp](/en/integrations/whatsapp) channel, through the Twilio integration, for WhatsApp Business
  • SMS channel through Twilio, to send and receive text messages
  • [Hand-off](/en/glossary/handoff) to pass a conversation from the agent to a human

Improved

  • Adaptive chunking based on document structure, improving retrieval
  • A new sessions page, showing which RAG sources fed each answer

New

  • Platform launch, with the chat widget, the AI agent and a RAG knowledge base
  • Web chat with configurable colours, avatar, position and welcome message
  • Real-time voice in the widget, for voice conversations straight from the browser
  • Dashboard with conversation, lead and agent performance metrics
  • Lead capture with configurable forms and automatic extraction of data from the conversation

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