- New — brand-new capability, product surface, or integration.
- Enhancement — improvement, expansion, or refinement of something that already exists.
- Fix — bug fix or correctness/stability repair.
July 2026
Enhancement
ACORD 25 — certificate number field. Certificate number is now editable on generated liability certificates.
Fix
PDF header/footer logo border artifact. Removed a stray border artifact around header and footer logos on generated PDFs.
New
Application file generation (XLSX). Generate exportable application spreadsheets from a Copilot workspace — a Pro capability. See Document Generation.
New
Voice AI — account and policy question answering on live calls. Voice 3.5 can now answer inbound account and policy questions in real time using synced AMS context (Applied Epic, AMS360, NowCerts). See Voice AI.
New
Cara inbound email reference on Emails tab. The Emails tab now surfaces your agency’s dedicated Cara inbound email address with one-click copy for forwarding rules. See Emails.
Enhancement
Searchable, alphabetized template pickers. Custom Forms, Word, and HTML template selection now support type-to-filter, with entries sorted A→Z.
Fix
Encrypted custom-form PDF rejection. Encrypted custom-form PDFs are now rejected at ingestion with a clear error instead of failing silently downstream.
June 2026
Enhancement
Unarchive workspaces. You can now restore archived workspaces from the workspace list — the archive is no longer terminal. See Workspaces.
Fix
ACORD 80 Y/N fix. Corrected inverted Yes/No mappings on ACORD 80 (Homeowners Application) so generated forms match applicant intent.
New
Warm, cold, and agentic transfer routing (Voice 3.5). Voice 3.5 now dispatches each transfer through the correct base pipeline — warm hand-off with two-way call summary, cold direct hand-off, and agentic hand-off between Voice AI agents. See Phone Transfers.
New
Applied Epic — write commercial and personal application data (Phase 2). Cara can now write back ACORD 125/126/127 commercial application data and ACORD 80/81/82/83/84 personal-lines application data to Applied Epic. See Applied Epic.
New
Applied Epic — claims reads with enrichment. Phase 1 completes with claims data, including adjuster and additional-party enrichment on retrieved claim records.
Enhancement
HubSpot — Sync Accounts toggle. HubSpot integrations now respect the
EnableSyncAccounts toggle in getIntegrationActions, letting agencies opt in to account-level syncing separately from task and call sync. See HubSpot.Fix
Voice 3.5 stability fix. Initial fix that stabilizes conversation flow and reduces early hang-ups on Voice 3.5.
New
COI/EOI settings — Milestone 1. Data model and persistence for agency-level Certificate of Insurance / Evidence of Insurance defaults (holder templates, signature scoping, producer info).
New
Applied Epic — personal application reads (ACORD 80/84). Phase 1 adds personal application reads for Homeowners (ACORD 80) and Dwelling Fire (ACORD 84), plus stronger knowledge-graph sentinel filtering.
Enhancement
Self-service Applied Epic credentials. Agencies can rotate and update their Applied Epic SDK / API credentials directly from the Integrations tab without contacting support.
Enhancement
Code execution tool description refresh. Sharpened the tool description so Cara picks code execution over shell tools for data-manipulation and calculation tasks.
Enhancement
V2 workspaces are the only execution path. Removed the legacy V1 workspace execution flow — every new workspace uses the V2 pipeline (Messages / Execution / Artifacts tabs, code execution, PDF append/prepend). See Workspaces.
Enhancement
User column in admin workspaces. Admin app now shows the workspace owner in the browse table.
Enhancement
New Cara workspaces default to V2 and Zapier-created workspaces are routed to V2.
New
PDF append/prepend on generated files. Ad-hoc append or prepend of PDFs to any Cara-generated document — attach a cover letter, addendum, or supporting exhibits without a second workspace. See Document Generation.
New
Styled document preview toggle. Preview generated documents with the selected style applied inline, before download. See Document Generation.
New
Analytics launch. Workspace and Voice AI analytics dashboards go live — preset performance, tool-failure breakdown, call volume trends, disconnection reasons, and abandonment analysis. See Analytics.
Enhancement
ACORD 101 overflow for ACORD 28. Multi-location Evidence of Property forms now spill into ACORD 101 supplemental pages automatically.
New
Word Template Builder. Author reusable Word templates directly in Cara with Simple or Sectioned layouts, Static / Repeatable / Required section types, and preview-time validation. See Templates.
Enhancement
ACORD 137 state variants — batch 3. Added AR, DE, ID, IA, KY, LA, ME, MS.
New
Call analytics dashboard. Volume trends, disconnection breakdown, and abandonment analysis for Voice AI. See Analytics.
New
Knowledge Base 2.1. Chunk-level citations on every answer, hallucinated-citation warnings when Cara references content that doesn’t exist, and version-aware search that prefers the newest document version. See Knowledge Base.
New
Admin analytics dashboard. Workspace-level metrics for admins — preset volume, active users, integration health.
New
Voice 3.5 Transfer Backend. Backend routing for warm / cold / agentic transfers on Voice 3.5.
May 2026
New
Code Execution tool. Cara can now execute Python inside a workspace to compute, transform, or verify tabular data — surfaced in the Execution tab of every workspace. See Code execution.
New
Workspace detail rebuild — Messages / Execution / Artifacts tabs. New three-tab layout separates conversation, tool runs, and produced files. See Workspaces.
Enhancement
ACORD 137 state variants — batch 2. Added 21 additional state supplements to ACORD 137.
Enhancement
Word templates — versioned + sectioned schema. Templates are now versioned and stored under a sectioned document schema, unlocking the Word Template Builder.
Enhancement
AMS integrations gated on BASIC plan. BASIC plan users are blocked from connecting AMS integrations. See Integrations.
New
Workspace analytics dashboard. Preset performance metrics and tool-failure breakdown. See Analytics.
New
Voice AI call analytics dashboard. New Voice AI dashboard is available under Settings → Analytics.
New
Desktop notifications for workspace completion. Cara notifies you when a workspace transitions from Working to Idle — clarified wording confirms notifications require the workspace tab to be open. See Workspaces.
Enhancement
Producer information scoping — user-level via Agency User. Producer info now resolves via Agency User, so each Cara user can carry their own producer identity on generated ACORDs and COIs. See Producer information.
New
Applied Epic — upload documents. Cara can upload documents (COIs, ACORDs, correspondence) directly to Applied Epic accounts.
New
Applied Epic — log activities. Cara can log activities to Applied Epic accounts (EPD-1889).
Fix
UI lift and race-condition fixes across the workspace surface.
Enhancement
ACORD 137 — GA state supplement added.
Enhancement
Support email. Support is now
support@getcara.ai.New
Applied Epic — Certificate of Insurance creation. Cara can create COIs in Applied Epic directly (EPD-1891).
Enhancement
Workspace UI overhaul. Refreshed layout, tabs, and side rail across all workspaces.
Enhancement
ACORD 137 — AZ, MA, PA commercial-auto state supplements.
Fix
Producer information — PUT edits. Editing producer info now uses PUT semantics so partial updates don’t clobber other fields.
New
Private workspaces and Teams. Create private workspaces visible only to you, or Team workspaces visible only to a named team. See Workspaces — visibility.
New
ACORD 84 — Dwelling Fire application integration.
New
Knowledge Graph Explorer. Search and browse entities in your knowledge graph — filterable table view, per-entity detail drawer, and namespace filters. See Graph Explorer.
Enhancement
Applied Epic — attachment upload activity logging. Attachment uploads are now stamped as audit-log entries on the target account.
Enhancement
ACORD 3 (GL notice) and ACORD 4 (WC first report) template integration.
New
Initial PDF append templates. First version of templates that append to generated PDFs (precursor to the June ad-hoc append/prepend release).
New
ACORD 1 and ACORD 2 loss-notice templates.
April 2026
New
Applied Epic — ACORD 25 liability certificates read (Phase 1).
New
ACORD 175 and 146 form generation.
Enhancement
Accounts → Agencies rename across the admin navigation, routes, and labels.
New
Producer information management in Agency Settings — configure agency-wide producer identity used on generated forms.
New
Desktop notification preferences. Opt in per browser for workspace completion notifications.
New
Admin — Integrations & Sync Logs. New admin surfaces for viewing sync history and integration health per agency.
New
Applied Epic — ACORD 125 commercial application read (Phase 1).
New
Producer information and signature management — foundation for per-document producer + signature selection.
New
ACORD 81, 82, 83 personal-lines templates.
New
AMS360 — configurable call and task sync + activity write. Toggle which activities Cara writes back to AMS360 and let Cara post activity records instead of only notes/suspenses. See AMS360.
New
Applied Epic — activities read (Phase 1).
New
Applied Epic — policies, lines, and LOB detail (Phase 1).
New
Agency Information page in agency settings.
New
Applied Epic — contacts read + on-demand account fetching (Phase 1). Cara can pull a specific Applied Epic account on demand rather than waiting for the periodic sync.
New
Append and prepend PDFs to generated files ad-hoc — foundational release that ships to the workspace surface in June.