Client call recordings on the client record

Onboarding, check-in and monthly calls live on the client, with a written recap your team and Claude can read.

NewRecorded calls on every client

Each client has a Calls tab for onboarding, check-in and monthly status calls, each with a written recap.
Your team and Claude read the same record, so anyone can catch up on a client in minutes.
That record matters. If a client ever disputes what was agreed, the recording settles it.

Learn how: Adding call recordings and notes to a lead →

NewCalls at a glance

Open a client card from the list and see the most recent calls, read only. Add new ones from the Calls tab.

Every change in this release window

The smaller updates we shipped from Sep 24, 2026 to Oct 6, 2026, until the next release. See the full changelog for everything.

Oct 5, 2026

ImprovedTasks: Only a comment's author can edit or delete it. Comments get a thumbs-up reaction, and each comment sends one notification, not several.

Oct 2, 2026

ImprovedReporting: The Search Console report compares the last 3 months with the previous 3, and its KPIs and trend use the last complete week.

FixedBilling: Paying customers are never told to subscribe, and a failed account claim points to the fix on screen.

Oct 1, 2026

NewClaude: Add client call recordings, a new Library prompt, attaches your Zoom and Google Meet client calls to the right client automatically, with a recap.

Sep 30, 2026

NewToday: A status dashboard on the Me view.

NewClients: Recent calls show on the client's Overview tab.

NewTasks: An Import from Asana or ClickUp card to bring an existing project board across.

Sep 25, 2026

NewReporting: Export any performance report to PDF.

NewLinks: A month filter on the Links tab. Completing a link-building task logs its link automatically.

ImprovedClients: A new client's onboarding is created from your Onboarding plan template.

Sep 24, 2026

FixedClients: If a client's Google Drive folder is deleted, Agency OS rebuilds the folder tree instead of failing.