Commit Graph
9 Commits
Author SHA1 Message Date
Mahdi 17638786a8 feat(automations): parallel branch canvas, simple/advanced level per org, rules list UX 2026-10-11 14:48:12 +03:30
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
Mahdi 51ca23b398 docs: update user guide, roadmap and progress; add comprehensive features catalog 2026-10-11 11:54:08 +03:30
MahdiandCursor b4ffef9b6f rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-06 20:51:50 +03:30
MahdiandCursor c079295ff4 Add standalone Leads module for prospect outreach before customers.
Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-27 17:05:11 +03:30
MahdiandCursor 22980e5152 Add Didar-style conversion rate to sales reports.
Show won-over-incoming deals for the selected period with time, user, and source breakdowns alongside the existing win-rate metric.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-27 15:36:34 +03:30
MahdiandCursor c5c903d4b4 Add automatic VoIP call summaries and sync progress checklist.
When a PBX webhook includes recordingUrl or transcript, queue STT and AI to create a call_result note; mark API, bulk SMS, WooCommerce, and VoIP as done and defer online payments.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-27 15:06:41 +03:30
Mahdi 00f8b91d78 Add personal/team note visibility and edit history.
Notes can be marked personal or team, with revision snapshots and restore from the notes UI.
2026-09-27 13:19:08 +03:30
MahdiandCursor 48d3469eea Rebrand the product to Montact and point local UI at production API.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-07 11:49:54 +03:30