Release Notes

Call-E release notes, newest first. These notes focus on notable changes you can see or act on in the product. Smaller maintenance updates are omitted unless they change what you experience.

June 3, 2026

What's improved

• Navigation sidebar takes up less space — The main sidebar is narrower by default, you can drag its right edge to make it wider or narrower, and the collapsed sidebar now keeps an Expand sidebar button visible at the top.
• Dashboard insights have cleaner headers — The Performance, Coaching Insights, and Your Top Focus cards no longer show small AI badges in their headers.
• Dashboard calendar has simpler view switching — The dashboard calendar now has one control for Agenda, Day, Week, Work Week, and Month. Agenda lists the selected day's appointments, Day shows one day's vertical schedule, Week keeps the full Sunday through Saturday layout, and Work Week shows Monday through Friday.
• Dashboard appointment cards are easier to scan — Scheduled, in-progress, completed, cancelled, and no-show appointments now use distinct subtle card colors. Appointments happening now still show In Progress next to the time.
• Dashboard Agenda separates live appointments more clearly — Appointments that are still happening stay below the Now line until they end, so the line separates finished appointments from live and upcoming ones.
• Dashboard calendar rail is quieter — The small appointment-count cards under the mini calendar have been removed so the left rail stays focused on date navigation.
• Dashboard appointment creation moved out of the calendar toolbar — Create Appointment now lives at the top of the dashboard, so the calendar toolbar can focus on date navigation and view switching.

June 2, 2026

What's changed

• Client archiving has been removed — Call-E no longer supports archiving or restoring clients. Clients remain visible unless they are deleted, so you do not need to restore a client before scheduling appointments or enrolling them in a program.
• Client deletion has a stronger warning — Deleting a client now explains that the action cannot be undone, that the client's appointments will no longer be associated with any client, and that the client's Client Memory and timeline will no longer be available.

June 1, 2026

What's improved

• More Zoom calls appear under client names — When a Zoom call title clearly names the client, Call-E can now create or link that client even when Zoom did not provide an invitee email.

May 29, 2026

What's improved

• Clearer appointment details — Appointment pages now separate who the appointment was with, when it happened, and the call type from the client's program and phase information.

May 24, 2026

What's improved

• Quieter appointment processing notifications — Call-E now sends one appointment-level notification when appointment results are ready, and one appointment-level notification if processing is blocked. You no longer get separate notifications for transcript readiness, Call Notes, Call Guidance, Call Scorecard, or memory updates.
• Less receipt noise after routine actions — Routine visible changes such as cancelling or deleting an appointment, archiving or restoring programs, changing enrollment state, updating Zoom or GoHighLevel connection cards, and saving visible settings now rely on the page update, closed dialog, or card state instead of an extra success notification. Errors still notify you when something needs attention.
• Scheduling validation appears where you need it — Missing appointment date/time and invalid duration messages now appear inline on the scheduling form instead of as separate notifications.

May 22, 2026

What's new

• Zoom recording enforcement with a consent toggle — When you connect Zoom, Call-E now turns on a Zoom recording preference by default so cloud recording and transcription are set as account defaults. This helps meetings created directly in Zoom get recorded even if they start before Call-E syncs them. If a Zoom admin has locked recording settings, Call-E now shows a clear amber alert.
• Redesigned recording playback — The recording player has a new layout with a waveform timeline, 15-second skip-back and skip-forward buttons, and a cycling playback-speed control. When timing data is available, pressing Play jumps to the first spoken words. You can still use the timeline to reach any part of the full recording.
• Sign-in methods visible in Preferences — The Profile card now shows which sign-in methods are linked to your account: Email, Google, or both.

What's improved

• End Call now ends the meeting for everyone — Ending a call in Call-E from the overlay button, picture-in-picture, or the Esc key now shows a confirmation prompt and then ends the Zoom meeting for all participants, which helps recording processing start on time.
• Dashboard calendar joins respect in-app Zoom — Joining a meeting from the dashboard calendar popup now keeps you in Call-E when in-app Zoom is enabled.
• Reused Zoom meetings process more reliably — When the same Zoom meeting link is reused across appointments, Call-E now keeps each session's recording and transcript processing separate more consistently.
• Scorecard visibility is more consistent — Call Types without scorecard instructions now hide the scorecard area entirely, and scorecard availability is consistent across appointment views.
• Post-meeting processing updates are clearer — The processing banner now shows an estimated time based on the appointment duration instead of a vague "this usually takes a few minutes" message. If processing takes longer than expected, it switches to a neutral "taking a bit longer than usual" message.
• Team invitations are more reliable — New team members invited to older accounts can complete their first sign-in without seeing an invite-list error.

May 14, 2026

What's new

• Google sign-in — You can now log into Call-E using Sign in with Google instead of entering an email code.

What's improved

• "No speech detected" appears for silent recordings — Silent or muted recordings now show the dedicated No speech detected experience instead of a generic error.
• Zoom history imports use more meeting timing details — Imported Zoom meetings now keep more accurate start and end timing, which helps Call-E understand recording duration and appointment context.

May 12, 2026

What's new

• Invitation emails for new team members — When organization administrators invite new people to your Call-E organization, the people they invite now receive an email.
• Client and appointment redesign — Call-E added a refreshed client page, appointment detail view, dashboard "This week" section, and appointment timeline slide-out.
• Better Zoom client matching — Call-E now links more Zoom appointments to the right client when the meeting topic includes recognizable client information.

What's improved

• Call Notes generation is more reliable — Call Notes now generate more consistently after appointments.
• Real-time AI updates reach every viewer — Owners, admins, and partner coaches watching the same appointment now see Recording, Transcript, Call Notes, and Call Scorecard updates appear live instead of waiting for a page refresh.
• GoHighLevel conversation threads load more reliably — The CRM panel now opens client message threads more consistently.

May 8, 2026

What's new

• GoHighLevel conversation summary on call surfaces — When available, the latest GoHighLevel conversation summary appears near the top of client timelines, prep views, in-progress call views, and the Zoom overlay so you can see recent client messages without leaving the call.

What's improved

• Call Mode works without a linked client — You can now join a Zoom-synced appointment even when Call-E has not linked a client yet. The call view shows a No client linked banner with a quick way to link an existing client or create a new one.
• Call Notes recover for short recordings — Short or voicemail-style recordings can now generate Call Notes more reliably, even when there is only a small amount of content.

May 6, 2026

What's improved

• Transcript messages are clearer — When Call-E cannot transcribe a recording because there is not enough detectable speech, the appointment now explains that clearly instead of telling you to check your mic. The recording panel also shows Why no transcript? when the transcript cannot be generated.
• Old "Live" appointments clear from dashboards — Appointments that stay Live long after they end no longer stay in the Now section forever. Fresh and genuinely long-running live appointments are unaffected.

May 5, 2026

What's improved

• Interrupted in-person recordings are clearer — If an in-person recording upload is interrupted for more than 2 hours, Call-E now shows a clear notification on the appointment.
• Zoom-connected accounts recover more reliably — If a Zoom connection needs attention, Call-E now resumes background checks more reliably after you reconnect.
• Client lists and timelines are more accurate — Client lists and timeline summaries now show the right available actions and generated content.

May 4, 2026

What's new

• Redesigned appointment page — The appointment page now reorganizes itself based on where the appointment is in its lifecycle, instead of using the same four-tab layout for every state. Before and during a call, you'll see Call Guidance on the left and Client Memory + the past-session timeline on the right; during a live call the timeline shows a Live label. After the call ends, the page reorganizes around the recording: the recording sits at the top with an attached Show transcript button that expands the transcript inline (collapsed by default so it doesn't take over the page). When the transcript is open, a search box lets you jump to any word or phrase — type at least three characters and matches highlight automatically. Below the recording, Call Notes and Call Scorecard sit side-by-side, with Client Memory under them. Cancelled appointments show a brief "this appointment was cancelled" notice with no AI content.

April 29, 2026

What's new

• Live appointments on the dashboard — When a Zoom meeting starts, the appointment no longer disappears from your Upcoming tab. It moves into a new Now section at the top of the tab, with a pulsing green Live badge.

April 25, 2026

What's new

• TL;DR and collapsible sections for AI Assistance — Call Notes, Call Guidance, and Call Scorecards now open with a short TL;DR at the top so you can read the highlight in seconds. The rest of the content is broken into collapsible sections so you can scan section titles, then open just the parts you need. Use Expand all in the top right when you want everything open at once. For Call Scorecards, each criterion's score sits inline with its title so you can see how you did across the rubric without expanding anything. Older Call Notes, Call Guidance, and Call Scorecards still render the way they always have — the new layout only applies to ones generated after this release.
• Redesigned client Timeline — Open any client to see the new Timeline. Past appointments now appear as low-density cards with a colored stripe and icon per call type, the person who ran the call, the duration and date, and a short TL;DR pulled from the AI Call Notes. Click any card to read the TL;DR, action items, and full call notes in a quick-view modal that keeps you on the client page. Upcoming sessions live in their own compact section above the Timeline, and a Filter dropdown above the feed lets you narrow to specific call types, CRM messages, or program events. Older appointments without TL;DRs read Notes pending until they're regenerated or replaced.

April 24, 2026

What's new

• "No speech detected" for silent recordings — If you recorded a call with a muted or inactive mic, Call-E now shows a clear amber No speech detected warning instead of a misleading red processing error. The Retry button is hidden because retrying a silent recording cannot produce notes. Your appointment stays completed; Call-E determined there was nothing to transcribe. You'll also see guidance to check that your mic was active and unmuted during the call.
• Safer role management for teams — Admins can no longer promote team members above their own role level, and you cannot change your own role. Role dropdowns across invite and edit forms now show only roles you're allowed to assign. Transferring ownership now clearly lists what the outgoing owner gives up — billing access, the ability to delete the organization, and how to reverse the transfer — and requires typing transfer ownership before the button activates.

April 17, 2026

What's new

• Past-due appointments auto-close — Appointments that stay Scheduled for more than 24 hours past their end time are now automatically moved to Ended. They appear in the Past section of the client timeline and flow through Call-E like any other completed call, with no manual cleanup required.

What's improved

• GoHighLevel Preferences loads cleanly — Organizations without a GoHighLevel connection no longer see a Couldn't load calendars error when they open Preferences.

April 13, 2026

What's new

• Team management — Organization owners and admins can now invite, deactivate, and reactivate team members directly from Call-E. Invited team members receive an email code to log in, with no passwords to remember or manage. Owners can also transfer ownership to another admin in a single step.
• GoHighLevel CRM integration — Organization admins can now connect a GoHighLevel sub-account to Call-E from the CRM settings page. Once connected, Call-E syncs messages, payments, and calendar events from GoHighLevel. CRM messages get an AI-generated relevance summary and appear on your client timeline, and GoHighLevel calendar events automatically import as Call-E appointments every 15 minutes. Sync Now lets you trigger syncs on demand.
• Automatic call type prediction — New Zoom-synced appointments now get a predicted call type automatically. Call-E checks whether the call matches a recurring series, uses AI classification when needed, and falls back to your organization default. AI-predicted types show a purple sparkle icon. If you manually change the type, the sparkle disappears.
• Older behavior, now superseded: Call-E briefly showed a Transcript received toast 5–10 minutes after a Zoom call ended. Current behavior uses one appointment-level processing notification when appointment results are ready.
• Inline New Client creation — A + New Client option now appears at the top of every client dropdown, including Quick Record, Appointment Workspace, Appointment Summary, and Schedule Appointment. You can create a client without leaving your current flow.

What's improved

• Transcript status is clearer when speech is unavailable — When transcription cannot produce speech, the appointment now shows Transcript could not be generated with actionable guidance instead of spinning.
• Very long Zoom transcripts complete more reliably — Transcripts from extra-long meetings now finish more consistently.
• Zoom history imports link client names more reliably — When importing individual meetings from Zoom history, Call-E now creates or links the client name it inferred from the meeting topic.
• Call Guidance uses the right prior appointment — Call Guidance and prior-session context now reference the correct prior call.
• Appointment notifications include meeting times — Appointment notifications now show the actual meeting time when no scheduled time exists.
• In-person recording handles expired sessions more clearly — If your session expires during a long in-person recording, Call-E marks the recording as interrupted and prompts you to sign back in.
• First sign-in is more reliable — People invited by email code can complete their first sign-in more consistently, with no extra steps required.

April 2, 2026

What's new

• In-person recording — You can now record face-to-face meetings directly from your phone or laptop browser. Open an appointment, tap Record In-Person, and Call-E handles transcription, Call Notes, and Scorecard the same way it does for Zoom recordings. Audio uploads every 30 seconds to protect against browser crashes, and built-in safeguards handle mic disconnections, accidental page navigation, and a 2-hour recording limit with a warning at 1 hour 55 minutes.
• Quick Record — A new Quick Record button on the dashboard lets you select a client and call type, create an appointment, and start recording without pre-scheduling. It's designed for impromptu in-person sessions.
• Older behavior, now superseded: Call-E briefly batched Call Notes, Scorecard, and Call Guidance into a single AI assistance ready notification. Current behavior uses one appointment-level processing notification when appointment results are ready.

What's improved

• Zoom meetings now sync automatically — If a Zoom-created meeting does not appear right away, Call-E now catches it during a regular background refresh.
• More reliable transcripts from Zoom — Call-E now asks Zoom to include transcripts alongside cloud recording when possible.
• Mobile appointment tabs are reachable on small screens — The tab row now scrolls horizontally so all tabs are available.
• Mobile recording upload completion is clearer — After a recording finishes uploading, the screen now shows Recording uploaded with an enabled Back to Appointment button.

March 27, 2026

What's new

• In-app support chat — You can now contact Call-E support without leaving the app. A chat widget appears in the bottom-right corner, making it easy to ask a question, report an issue, or get help in the moment.

What's improved

• More reliable processing after Zoom history imports — Large Zoom history imports now catch up more reliably if anything is missed during the initial import.
• Less noisy notifications during large imports — When you import many meetings at once, Call-E no longer sends a rapid stream of ready notifications for every appointment.
• More accurate client matching — Imported meetings are linked to the right client more reliably, helping keep client timelines, notes, and memory cleaner.
• More reliable recordings and transcripts from Zoom — More appointments receive Zoom recordings or transcripts without extra waiting.

March 26, 2026

What's new

• Change call type after a call ends — If you forgot to set the call type before a call, or set the wrong one, you can now correct the call type on completed appointments. If AI assistance already exists and a transcript is available, Call-E asks whether to regenerate with the new call type or keep what you have. AI assistance cards now show an Outdated badge when they were generated for a different call type than the one currently set.
• Collapsible upcoming appointments on client pages — Clients with recurring weekly appointments no longer push Call Notes far below the fold. The first 3 upcoming appointments are visible, with the rest behind a Show N more button. Past appointments also use relative labels like Yesterday, Earlier this week, and Last week instead of flat month headers.
• Call Guidance included in call type change dialog — When you change the call type on an appointment that already has Call Guidance, the regeneration dialog now asks whether to regenerate it alongside Call Notes and Scorecard. Progress steps appear immediately when you click Generate, and if anything needs attention, Call-E shows which output needs review.
• Inline program enrollment on appointments — The Program section on appointment detail pages now uses a compact pencil-icon-and-popover menu for enrolling, changing, or unenrolling a client.

What's improved

• Old ready notifications stay cleared — Opening an appointment page no longer shows stale Call Notes ready and Call Guidance ready notifications from previous sessions.
• Processing banner appears after Zoom calls — After a Zoom call ends with cloud recording, the processing banner now appears immediately so you know notes are on the way.
• Session expiry returns you to your appointment — If your session expires during a long call, logging back in returns you to the appointment you were viewing, including the active tab.
• Zoom import counts match — The Zoom import badge and import dialog now use the same logic, so the numbers agree.
• Zoom Scheduler appointments import more reliably — Call-E now identifies Zoom Scheduler bookings and attaches the invitee as the client.
• Retroactive Client Memory after late client linking — When a client gets linked to an appointment that already has generated Call Notes, Client Memory generation now runs retroactively.
• AI generation notifications reach the right people — Progress notifications are now sent only for appointments that are still available.
• Zoom connection state stays accurate after connecting — After connecting your Zoom account, Call-E remembers that you've connected before.
• Zoom history imports keep moving — Appointments imported from Zoom history are now included in automatic checks for recordings and transcripts.
• Zoom appointments are more reliable — Call-E handles recurring meetings, email matching, transcripts, and cancelled appointments more reliably.
• Session no longer drops after 15 minutes of inactivity — If you leave a Call-E tab open and come back later, your session refreshes in the background when possible. If a full re-login is needed, you're returned to the exact page you were on.
• Appointment enrollment status is more accurate — The Program section on appointment detail pages now displays enrollment status correctly.

March 24, 2026

What's new

• Redesigned AI assistance cards — Call Notes, Call Scorecard, Call Guidance, and Client Memory now use a unified card design with a dot-checklist animation while generating, a footer showing when the output was generated and for which call type, and a badge showing whether the output is private to you or visible to your team.
• Memory provenance — Client Memory cards now show Built from N appointments so you can see how much history has gone into your client's memory.

What's improved

• Zoom import summary stays accurate — After importing Zoom history, the counter keeps the correct meeting total.
• Zoom import dialog is clearer — The import dialog now says N new Zoom meetings and shows how many are already in Call-E.
• Older notifications stay cleared — Stale notifications from old events are now cleared out. You'll also see a maximum of 3 toasts at a time.