Every month we add new features and improve the ones teams already use. Here is everything we have shipped, newest first, with who each feature is for.
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Ask Dan to log a call, add a note, update a contact or move a stage. He shows exactly what will change, and nothing happens until you press the button.
A microphone in notes, Send to Dan and every Dan and Caroline chat, and a Talk to Dan page made for your phone.
Dan reads a list with you, plans how to work it, and releases a few contacts each morning with the first message ready.
Customer meetings you put straight into Google Calendar appear on Meeting Prep, matched to the contact. Outlook is in pilot.
Every Monday morning, a coaching report on your team's week, with every number counted from your own records.
One search finds anyone, every column sorts, and the closed columns fold away so the stages you are working stay in view.
From any Dan chat, ask Dan to log a call, add a note, change a contact's details, add, dismiss or delete a task, move a contact to another stage, or tick Budget, Authority, Need or Timeline. Several things at once go on one card. Nothing changes until you press the button.
Talk to Dan, in the menu, is one page made for your phone: press the big button, talk, and Dan answers with the same cards as anywhere else. He repeats back any name, number or day he heard, so you can check it. Reading his answers aloud is off until you tick it.
Press the microphone, talk, and press Stop: your words appear in the box for you to check and edit. In Add Note, Send to Dan and every Dan and Caroline chat. For your own notes after a meeting or call, never for recording a customer.
Ask Dan to email you a draft, a summary or your task list, or to remind you by email at a time you choose. It only ever goes to the address on your own profile, and nothing is sent until you press Send or Set reminder.
Ask Dan to set up a meeting, or to move or cancel one, and he prepares it on a card for you to confirm. He never does it himself. Needs Set Meeting.
On a contact's record, tell Dan what you have done and he offers to mark those tasks complete.
In Dan's chats and the emails he drafts for you, links come only from your own library, pages and website. Any other link is taken out.
Your dashboard chat with Dan comes with you when you open a record or follow one of his links.
Send to Dan now opens over the record you are on, with that contact already chosen. Where your team uses Send to Dan.
Dan, Sally and Caroline now follow Plan Grow Do's own master knowledge on how buyers research suppliers, choose and buy, word for word, in their standing instructions.
When you import a contact list, Dan reads it with you and helps your team work it a few contacts at a time. Dan proposes; your managers decide. Switched on per company.
Who looks worth pursuing, who fits the customers you sell to, where they are and who should own them.
The order to work the list in and a first move for each contact, with Dan's reasons. Nothing becomes a task until a manager approves it.
Each working morning a set number of contacts become tasks. You are never handed the whole list. Managers set the daily pace for the team.
Dan prepares the first message and each chase, using only the facts on record, in your company's own tone, which managers can set.
Each morning Dan makes at most one call on each released contact: move them on, chase, park or bin, with his reasons. You accept or override. After three chases with no reply he proposes parking them for 90 days rather than a fourth chase.
A list's page shows what is working across the list as results come in. Every figure is counted from your records; Dan only puts them into words.
Caroline suggests campaign themes for a list and points out gaps in your library. Contacts gone cold, or never worked, can go to her email campaigns once a manager approves, and nothing is sent until you press Send.
Give Dan contacts you added one at a time, as a list of their own, without importing them again.
Contacts on an imported list with no owner yet have their own place on the dashboard, apart from new enquiries nobody owns.
Set Meeting sends the calendar invite to the contact, you and any colleagues you pick, and the record shows who was told. Where your manager has Set Meeting on.
Changes the meeting in the calendars of everyone who was invited, not just in Always On.
Once a meeting finishes, its card offers Add notes and Mark as complete, so the write-up is one click away. With How did it go? switched on, Dan helps turn your write-up into the note and a lesson for your Scrapbook.
Connect your Google calendar and the customer meetings in it appear on Meeting Prep, matched to the contact by guest email, every 15 minutes. It only reads, never writes, and never reads meeting notes. Outlook (Microsoft 365) calendars are in pilot.
One search box narrows every column as you type. Every column has a sort menu, and your choices are remembered on your account. Sent to CRM, Disqualified and Parked fold into slim strips. New leads sit at the top of their column for their first day and carry a New tag for three days. Back to Pipeline returns you to the board as you left it.
The contact page is laid out for a phone screen, with its tabs wrapping to fit.
The summary on a contact is rewritten after a BANT tick that moves their stage, a task email, a WhatsApp message, or an email you link to them.
One line at the top of your dashboard says what came in or changed since you last opened Always On.
Sally answers on your website and WhatsApp at any time. Your working hours only change what she says when she hands a visitor to your team.
Sally can give visitors links to your own pages. Your managers choose which kinds, in Settings, AI Agents, What Sally can link to.
Sally can offer a visitor a short email summary of the conversation, with the links she gave. Only to visitors who say yes, once per conversation.
Scrape & Index reads your whole site in the background, main pages first, and reads it again every month so Sally stays up to date.
See whether each WhatsApp message from your business number was delivered and read, whoever sent it.
Once Sally hands a WhatsApp chat to your team she stops replying, and you are emailed when the customer writes again, at most once every four hours, or straight away if they say it is urgent.
Every WhatsApp chat that has not become a contact is listed in Visitor Chats, marked WhatsApp, with the customer's number.
In the portal, Sally can show the sources behind her answer.
Every new lead Sally creates from your website chat, and WhatsApp if you use it, can be copied to an address you choose, as your forms already can.
Choose which fields each enquiry form shows and drag them into order. A change to one form never changes another.
Send everything from a form, such as a partner's landing page, to one person, with others copied in, whatever the visitor's region or sector.
Each form's acknowledgement email can have its own subject, opening, response time, phone number and next steps, or leave any of them out.
Word the marketing opt-in tickbox on a download form your own way.
One extra line in the embed code makes a form exactly as tall as its content: no scrollbar, no white gap.
Completed forms, downloads and chats that become real enquiries are reported to your own Google Analytics, credited to wherever the visitor came from.
People who tick the opt-in on your forms are added to your own mailing list in Mailchimp, HubSpot, Klaviyo and others.
Add a case study to your resources as a link to a page on your own website.
One switch in Settings, Integrations turns off the automated email Always On sends for your company, and you can send yourself a test email.
Acknowledgements, Sally's follow-ups and resource downloads can come from your own domain, under a name you choose. Ask and we set it up with you.
For Microsoft Dynamics 365, HubSpot and Sales Eye, pick the stage a pushed opportunity starts in by name, read live from your own CRM.
Cancel a campaign scheduled for later until its emails start going out. A rep can cancel their own; a manager can cancel anyone's.
Set up a whole team before anyone is invited or hears about leads, then send the invites when you are ready. A newly connected shared mailbox starts paused until a manager sets it going.
When someone puts a task on your list, you hear about it by email straight away.
Every Monday between 07:30 and 10:00 your time, a coaching report on your team's week, Monday to Sunday. Every number is counted from your own records, with its definition. Managers choose who receives it, anyone can stop it, and every week's report is kept in Always On with the contacts behind each number.
A written review of each person's activity over the dashboard's date range, with Recognise and Nudge buttons. Every number is counted by Always On, and nothing is credited to anyone on a guess.
Choose trade publications, industry bodies and other websites for Caroline to follow, so her content and campaign ideas reflect what is happening in your sector.
Every date and time on screen, the dashboard's figures and charts, and what Dan, Caroline and the emails say all go by your company's own clock.
A Help button answers questions from the User Guide, takes problem reports and ideas in your own words, and shows Plan Grow Do's replies under Things I've raised.
Agent chats show tables and clickable links, and Dan's suggestions appear as buttons.
Hand Dan a LinkedIn, WhatsApp or text conversation, a screenshot, a PDF or a page of event notes, and he sets up what came out of it.
Prep for any meeting from a blank WOPPA, and see at a glance which meetings in your diary still need prep.
Enquiries to support@, sales@ or info@ land in your pipeline with the right person told, and replies go from the address the customer wrote to.
A rep's "South East" and an enquiry from Maidstone now meet, in any country, with a coverage light and a routing test.
Record each contact's lead source, and see what every source produced, and whether it is worth it, on the Sources panel.
The portal works on a phone, and the pipeline has its own touch layout on phones and tablets.
For the conversations that happen outside Always On. When your manager has switched it on, it appears in the left menu and as a button on every contact record.
Add screenshots, paste the text, or add a PDF such as an email thread, and Dan sets up what came out of it: the contact, the note and the next steps.
Back from an exhibition or a day of visits with notes on several people? Hand Dan the whole page and he sorts it into one card per person, and asks where you met them.
In Add Note, attach a WhatsApp thread, a business card, a whiteboard or a quote, and Dan reads it about this contact and drafts the note.
Answer Dan's questions with a click, and he reads Budget, Authority, Need and Timeline from your notes. Notes go to the person who sent them; a manager is asked whether to hand them on.
Meeting Prep in the left menu is where you prep from a blank WOPPA, whether the person is in your pipeline yet or not. Dan brings everything Always On knows about them alongside while you write.
Meeting Prep lists every upcoming meeting with whether it has a WOPPA yet; managers see the whole team's. The Feed and your Monday email use the same check, so all three agree.
The Prepare button opens the WOPPA for that booked meeting, and your WOPPA is emailed to you when you save it.
Set Meeting books a meeting even when the contact has no email address yet, and sends their invite as soon as one is added. Where your manager has Set Meeting on.
Connect support@, sales@ or info@ with the Microsoft 365 or Google Workspace sign-in you already have, and enquiries sent there land in your pipeline with the right person told, rather than sitting in an inbox.
When your business has a shared inbox connected, a reply from a contact's record can go from that address, so the customer hears back from the address they wrote to. You do not need your own mailbox connected.
Email sync files the emails that belong on a contact's record and keeps nothing else. A review list of unmatched emails is there only if your business chooses it.
For managers: who gets a lead from where, and why.
A rep's region and an enquiry's town are read the same way, in the context of where your company is based, so "South East" on a rep and "Maidstone" on an enquiry meet. Set where your company is based in Settings first.
Create the splits only your business uses, such as Midlands North and Midlands South. Counties, regions and countries work without this.
A traffic light at the top of Settings, Team Members shows where leads are arriving with nobody covering that area.
Answers "who gets a lead from here, and why" without waiting for a real enquiry.
An optional setting, worth turning on if you sell outside your own country.
Set your sectors and regions once in Settings, and every form offers them. Two spellings of one sector count as one, and a region Always On does not understand is flagged where you can fix it.
Switched on per team.
Every contact carries how they reached you (a form, a call, a LinkedIn message) and what generated them: an expo, a campaign, a referral, a partner, a bought list or the website.
Every source sits under one of seven fixed categories, the same for every business so the numbers compare, and each category can have an owner.
On the Team dashboard: what each source produced in the period, and whether each is worth it over its lifetime.
Send a campaign to yourself first, exactly as your contacts will receive it. Campaign emails are switched on by your manager.
Every campaign is recorded, whether it went immediately or was scheduled.
Every figure in Caroline's report is counted from your own enquiries, and you can open any of them to see which ones.
Previous reports are kept so you can compare one period with another, and content ideas can be saved to a content calendar instead of being lost when you regenerate.
Caroline can read the conversation you are having with her, and her replies can be saved as a note or a task.
The portal works on a phone, and the pipeline has its own touch layout on phones and on tablets held upright.
For managers who also sell: switch between everything your team is doing and just your own work, the way a rep sees it.
Pipeline search finds anyone in your pipeline, not just the cards already on screen.
A contact's stage follows their BANT score up and down. One tick makes them a Suspect.
Tick tasks on the Tasks page and a bar appears to act on all of them at once.
Change a contact's company name straight from their record.
When someone adds a contact by hand and gives it to you, you are told.
Push to CRM asks before sending a contact nobody has qualified, and pushing a contact again updates its existing CRM record.
When you import contacts, a column headed Notes becomes a note on each contact.
Ask Dan about a contact and he reads their record, including the notes your team writes on it. He also recognises a note that says a deal is lost, not only one that moves it forward.
The Ask Dan box grows as you type, and you can keep a useful reply on the contact's record.
Add a team member now and send their invite later, and anyone invited who has not signed in is reminded on day two and day five.
Every month. We add features and improve the ones teams already use, then publish what changed on this page. There have been 93 updates since September 2026.
Yes. Every feature on this page is included in Always On. Some are switched on per team, so we turn them on when your team is ready for them.
Some features change how a team works, such as Dan working an imported list or the weekly coaching report, so they are switched on company by company rather than for everyone at once. They are still included; we switch them on when you ask.
Managers and admins. They cover running the team: reporting, how leads are routed, and team and company settings.
Clients get step-by-step instructions for every item in the Always On User Guide.
Tell us how your team handles enquiries today and we will show you which of these would make the biggest difference.