> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> New features, improvements, and fixes shipped in Cara

Follow along as Cara evolves. Entries are grouped by month, newest first. Feature areas link to the relevant guide.

Every entry is tagged so you can filter what matters to you:

* **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.

<Tip>
  Use the filter chips at the top of this page to view only **New**, **Enhancement**, or **Fix** entries.
</Tip>

## July 2026

<Update label="July 14, 2026" tags={["Enhancement"]}>
  **ACORD 25 — certificate number field**. Certificate number is now editable on generated liability certificates.
</Update>

<Update label="July 14, 2026" tags={["Fix"]}>
  **PDF header/footer logo border artifact**. Removed a stray border artifact around header and footer logos on generated PDFs.
</Update>

<Update label="July 13, 2026" tags={["New"]}>
  **Application file generation (XLSX)**. Generate exportable application spreadsheets from a Copilot workspace — a **Pro** capability. See [Document Generation](/copilot/documentgeneration/overview).
</Update>

<Update label="July 12, 2026" tags={["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](/communication/voice_overview).
</Update>

<Update label="July 9, 2026" tags={["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](/communication/emails).
</Update>

<Update label="July 8, 2026" tags={["Enhancement"]}>
  **Searchable, alphabetized template pickers**. Custom Forms, Word, and HTML template selection now support type-to-filter, with entries sorted A→Z.
</Update>

<Update label="July 8, 2026" tags={["Fix"]}>
  **Encrypted custom-form PDF rejection**. Encrypted custom-form PDFs are now rejected at ingestion with a clear error instead of failing silently downstream.
</Update>

## June 2026

<Update label="June 30, 2026" tags={["Enhancement"]}>
  **Unarchive workspaces**. You can now restore archived workspaces from the workspace list — the archive is no longer terminal. See [Workspaces](/copilot/getstarted#workspaces).
</Update>

<Update label="June 26, 2026" tags={["Fix"]}>
  **ACORD 80 Y/N fix**. Corrected inverted Yes/No mappings on ACORD 80 (Homeowners Application) so generated forms match applicant intent.
</Update>

<Update label="June 23, 2026" tags={["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](/communication/voice_transfers).
</Update>

<Update label="June 22, 2026" tags={["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](/integrations/appliedepic).
</Update>

<Update label="June 18, 2026" tags={["New"]}>
  **Applied Epic — claims reads with enrichment**. Phase 1 completes with claims data, including adjuster and additional-party enrichment on retrieved claim records.
</Update>

<Update label="June 18, 2026" tags={["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](/integrations/hubspot).
</Update>

<Update label="June 17, 2026" tags={["Fix"]}>
  **Voice 3.5 stability fix**. Initial fix that stabilizes conversation flow and reduces early hang-ups on Voice 3.5.
</Update>

<Update label="June 17, 2026" tags={["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).
</Update>

<Update label="June 16, 2026" tags={["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.
</Update>

<Update label="June 16, 2026" tags={["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.
</Update>

<Update label="June 15, 2026" tags={["Enhancement"]}>
  **Code execution tool description refresh**. Sharpened the tool description so Cara picks code execution over shell tools for data-manipulation and calculation tasks.
</Update>

<Update label="June 15, 2026" tags={["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](/copilot/getstarted#workspaces).
</Update>

<Update label="June 10, 2026" tags={["Enhancement"]}>
  **User column in admin workspaces**. Admin app now shows the workspace owner in the browse table.
</Update>

<Update label="June 10, 2026" tags={["Enhancement"]}>
  **New Cara workspaces default to V2** and Zapier-created workspaces are routed to V2.
</Update>

<Update label="June 10, 2026" tags={["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](/copilot/documentgeneration/overview#append-and-prepend-pdfs).
</Update>

<Update label="June 9, 2026" tags={["New"]}>
  **Styled document preview toggle**. Preview generated documents with the selected style applied inline, before download. See [Document Generation](/copilot/documentgeneration/overview).
</Update>

<Update label="June 9, 2026" tags={["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](/admin/analytics).
</Update>

<Update label="June 9, 2026" tags={["Enhancement"]}>
  **ACORD 101 overflow for ACORD 28**. Multi-location Evidence of Property forms now spill into ACORD 101 supplemental pages automatically.
</Update>

<Update label="June 8, 2026" tags={["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](/copilot/documentgeneration/template-generation).
</Update>

<Update label="June 6, 2026" tags={["Enhancement"]}>
  **ACORD 137 state variants — batch 3**. Added AR, DE, ID, IA, KY, LA, ME, MS.
</Update>

<Update label="June 5, 2026" tags={["New"]}>
  **Call analytics dashboard**. Volume trends, disconnection breakdown, and abandonment analysis for Voice AI. See [Analytics](/admin/analytics#voice-ai).
</Update>

<Update label="June 3, 2026" tags={["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](/knowledge/knowledgebase#kb-2-1).
</Update>

<Update label="June 3, 2026" tags={["New"]}>
  **Admin analytics dashboard**. Workspace-level metrics for admins — preset volume, active users, integration health.
</Update>

<Update label="June 1, 2026" tags={["New"]}>
  **Voice 3.5 Transfer Backend**. Backend routing for warm / cold / agentic transfers on Voice 3.5.
</Update>

## May 2026

<Update label="May 29, 2026" tags={["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](/copilot/codeexecution).
</Update>

<Update label="May 28, 2026" tags={["New"]}>
  **Workspace detail rebuild — Messages / Execution / Artifacts tabs**. New three-tab layout separates conversation, tool runs, and produced files. See [Workspaces](/copilot/getstarted#workspaces).
</Update>

<Update label="May 28, 2026" tags={["Enhancement"]}>
  **ACORD 137 state variants — batch 2**. Added 21 additional state supplements to ACORD 137.
</Update>

<Update label="May 27, 2026" tags={["Enhancement"]}>
  **Word templates — versioned + sectioned schema**. Templates are now versioned and stored under a sectioned document schema, unlocking the Word Template Builder.
</Update>

<Update label="May 27, 2026" tags={["Enhancement"]}>
  **AMS integrations gated on BASIC plan**. BASIC plan users are blocked from connecting AMS integrations. See [Integrations](/integrations/overview#plan-requirements).
</Update>

<Update label="May 23, 2026" tags={["New"]}>
  **Workspace analytics dashboard**. Preset performance metrics and tool-failure breakdown. See [Analytics](/admin/analytics#workspaces).
</Update>

<Update label="May 22, 2026" tags={["New"]}>
  **Voice AI call analytics dashboard**. New Voice AI dashboard is available under Settings → Analytics.
</Update>

<Update label="May 22, 2026" tags={["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](/copilot/getstarted#desktop-notifications).
</Update>

<Update label="May 21, 2026" tags={["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](/admin/producer-info).
</Update>

<Update label="May 20, 2026" tags={["New"]}>
  **Applied Epic — upload documents**. Cara can upload documents (COIs, ACORDs, correspondence) directly to Applied Epic accounts.
</Update>

<Update label="May 20, 2026" tags={["New"]}>
  **Applied Epic — log activities**. Cara can log activities to Applied Epic accounts (EPD-1889).
</Update>

<Update label="May 19, 2026" tags={["Fix"]}>
  **UI lift** and race-condition fixes across the workspace surface.
</Update>

<Update label="May 18, 2026" tags={["Enhancement"]}>
  **ACORD 137 — GA state supplement** added.
</Update>

<Update label="May 18, 2026" tags={["Enhancement"]}>
  **Support email**. Support is now `support@getcara.ai`.
</Update>

<Update label="May 18, 2026" tags={["New"]}>
  **Applied Epic — Certificate of Insurance creation**. Cara can create COIs in Applied Epic directly (EPD-1891).
</Update>

<Update label="May 15, 2026" tags={["Enhancement"]}>
  **Workspace UI overhaul**. Refreshed layout, tabs, and side rail across all workspaces.
</Update>

<Update label="May 15, 2026" tags={["Enhancement"]}>
  **ACORD 137 — AZ, MA, PA** commercial-auto state supplements.
</Update>

<Update label="May 13, 2026" tags={["Fix"]}>
  **Producer information — PUT edits**. Editing producer info now uses PUT semantics so partial updates don't clobber other fields.
</Update>

<Update label="May 12, 2026" tags={["New"]}>
  **Private workspaces and Teams**. Create private workspaces visible only to you, or Team workspaces visible only to a named team. See [Workspaces — visibility](/copilot/getstarted#visibility).
</Update>

<Update label="May 11, 2026" tags={["New"]}>
  **ACORD 84 — Dwelling Fire application** integration.
</Update>

<Update label="May 11, 2026" tags={["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](/knowledge/graph).
</Update>

<Update label="May 8, 2026" tags={["Enhancement"]}>
  **Applied Epic — attachment upload activity logging**. Attachment uploads are now stamped as audit-log entries on the target account.
</Update>

<Update label="May 6, 2026" tags={["Enhancement"]}>
  **ACORD 3 (GL notice) and ACORD 4 (WC first report)** template integration.
</Update>

<Update label="May 6, 2026" tags={["New"]}>
  **Initial PDF append templates**. First version of templates that append to generated PDFs (precursor to the June ad-hoc append/prepend release).
</Update>

<Update label="May 4, 2026" tags={["New"]}>
  **ACORD 1 and ACORD 2 loss-notice templates**.
</Update>

## April 2026

<Update label="April 30, 2026" tags={["New"]}>
  **Applied Epic — ACORD 25 liability certificates read (Phase 1)**.
</Update>

<Update label="April 30, 2026" tags={["New"]}>
  **ACORD 175 and 146** form generation.
</Update>

<Update label="April 30, 2026" tags={["Enhancement"]}>
  **Accounts → Agencies rename** across the admin navigation, routes, and labels.
</Update>

<Update label="April 29, 2026" tags={["New"]}>
  **Producer information management** in Agency Settings — configure agency-wide producer identity used on generated forms.
</Update>

<Update label="April 29, 2026" tags={["New"]}>
  **Desktop notification preferences**. Opt in per browser for workspace completion notifications.
</Update>

<Update label="April 27, 2026" tags={["New"]}>
  **Admin — Integrations & Sync Logs**. New admin surfaces for viewing sync history and integration health per agency.
</Update>

<Update label="April 23, 2026" tags={["New"]}>
  **Applied Epic — ACORD 125 commercial application read (Phase 1)**.
</Update>

<Update label="April 23, 2026" tags={["New"]}>
  **Producer information and signature management** — foundation for per-document producer + signature selection.
</Update>

<Update label="April 23, 2026" tags={["New"]}>
  **ACORD 81, 82, 83 personal-lines templates**.
</Update>

<Update label="April 22, 2026" tags={["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](/integrations/ams360).
</Update>

<Update label="April 22, 2026" tags={["New"]}>
  **Applied Epic — activities read (Phase 1)**.
</Update>

<Update label="April 22, 2026" tags={["New"]}>
  **Applied Epic — policies, lines, and LOB detail (Phase 1)**.
</Update>

<Update label="April 22, 2026" tags={["New"]}>
  **Agency Information page** in agency settings.
</Update>

<Update label="April 20, 2026" tags={["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.
</Update>

<Update label="April 20, 2026" tags={["New"]}>
  **Append and prepend PDFs to generated files ad-hoc** — foundational release that ships to the workspace surface in June.
</Update>