Release notes

What changed in CuboidPilot

A detailed changelog for product owners, admins, and support teams. Use this page to explain new modules, operational changes, and safety improvements during client handover.

Latest product updates

Newest changes are listed first with practical details for implementation, demos, and support.

2026.05

Backup, documents, and export safety release

May 2026

This release adds a proper safety layer for company data and important business files.

New Assets / Documents dashboard page with folder-style file manager UI.

Company Admin can create folders, upload assets, add notes, and protect sensitive files with optional passwords.

Safety backup generator can package selected business modules into one downloadable JSON backup.

Instant export supports JSON and CSV downloads for contacts, leads, conversations, messages, reports, campaigns, templates, automations, products, bookings, team, support, and workspace data.

Backup library shows file type, size, lock/open status, notes, generated backup state, and download/delete actions.

2026.04

Dashboard experience and theme stability

April 2026

The dashboard shell was polished for daily team usage across desktop and mobile.

Persistent dark theme now remains active across reloads and page navigation.

Theme is applied before the page renders to reduce light/dark flicker during reload.

Collapsible sidebar state is saved locally for repeat dashboard sessions.

Quick command search helps jump to Bookings, Automation, Lead CRM, Settings, Templates, and Inbox.

Mobile navigation, install prompt, profile avatar, notifications, and dashboard filters were improved.

2026.03

CRM, products, quotes, and ERP workflow

March 2026

Sales and operations workflows were expanded beyond chat into lead and quotation management.

Lead CRM modules include all leads, pipeline, follow-ups, products, and CRM settings.

Product catalog supports price, category, SKU, unit, HSN/SAC, GST rate, currency, image URL, and product URL.

ERP workspace includes GST pages, quote editor, invoice and quotation PDF flow, internal notes, and payment/expense reports.

Quote settings support business customization for proposal documents and customer-facing CTAs.

CSV product import helps teams quickly load product catalogs for quote and campaign usage.

2026.02

AI growth studio and automation expansion

February 2026

AI tools were added around lead qualification, conversation understanding, and campaign preparation.

AI Growth Studio can score leads, assign grade, explain reasons, and list missing qualification questions.

Conversation summary extracts customer need, objections, buying signals, and agent notes.

AI can suggest tags, next best action, follow-up priority, and owner note.

Campaign template generator prepares category, body, variables, and audience hints.

Automation rules support keyword triggers, exact/contains matching, channel selection, and text/template/product-card responses.

2026.01

Messaging, campaigns, and admin foundation

January 2026

The core SaaS foundation connects company messaging, campaign operations, and tenant administration.

WhatsApp Cloud API setup supports phone number ID, WABA ID, display number, access token, and webhook verification.

Unified Inbox handles WhatsApp and Instagram-ready conversation workflows with customer context.

Contacts, templates, campaigns, message logs, analytics, billing, employees, and support tickets are available from the dashboard.

Super Admin can manage tenants, plans, onboarding status, WhatsApp/Instagram configuration, and billing readiness.

Company Admin and Employee dashboards use role-based access and employee permissions.

Quality and rollout notes

Important details for admins before enabling features for a live client.

Security and access

Backup, workspace, and dashboard APIs stay behind authentication, tenant checks, and company-admin permissions where required.

Data portability

Exports are designed for recovery, audit, migration, and offline review using JSON for complete structure and CSV for spreadsheet workflows.

Operational polish

Pages include loading, empty, locked/open, selected, toast, confirm, and responsive states so teams can use them without guessing.

Compatibility

Public pages, dashboard routes, backend routes, and type checks are kept aligned with the existing Next.js and Express structure.

Run WhatsApp sales with AI, CRM, quotes, and bookings in one place

CuboidPilot is built for teams that need practical operations, not disconnected tools.

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