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What if your tools could think ahead, guide users, and eliminate manual effort without you even noticing?
In this latest update, we’ve focused on turning up everyday actions—like collecting leads, managing projects, and analyzing data—into smarter, more intuitive experiences. From AI-powered conversations to deeper control over projects and reporting, these enhancements are designed to simplify complexity and give you more clarity, control, and speed across your workflows.
Discover Our Latest Enhancements
AI-Driven Field Processing in YoroAI Chatbot
We’re introducing AI-Driven Field Processing to make lead collection through the YoroAI Chatbot more intelligent and user-friendly.
Instead of static forms, the chatbot now interacts with customers in natural language—asking relevant questions, processing responses, and validating inputs in real time. If a user enters incorrect information, the AI clearly explains the issue and guides them to provide the right value.
Once all fields are completed correctly, the lead is captured seamlessly—no gaps, no manual effort.
This enhancement helps improve data accuracy, reduce incomplete submissions, and deliver a smoother, more conversational experience for your customers.
Enhancement in Project Management
We’ve introduced a Deleted tab in Project Management, alongside the Active and Archived tabs, to give you better visibility and control over your projects.
With this update, users with administrator access can easily view and restore deleted projects—ensuring nothing is lost permanently and recovery is quick when needed.
Additionally, each project now displays the name of the user who created it, bringing more clarity, ownership, and accountability to your project workspace.
Enhanced Team-Level Project Security
We’ve enhanced Project Security with new team-level visibility settings to give you more control over how tasks are accessed and managed.
With this update, teams can define permissions such as self-reassigning unassigned tasks, viewing all tasks, viewing and updating all tasks, and accessing unassigned tasks.
These settings are also available during team creation. While creating teams, you can configure them under Associate Projects, making it easier to set the right access from the start.
These flexible controls help ensure the right level of access for every team, improving collaboration while maintaining better governance.
Add Assignees Directly from Project Settings
We’ve introduced a new Assignee option in Project Settings under Advanced Settings to make task management more efficient.
When this toggle is enabled, users can assign team members directly while creating the task card itself—eliminating the need for additional steps later. This ensures tasks are clearly owned from the moment they’re created.
By assigning responsibilities upfront, teams can improve accountability, reduce delays, and keep workflows moving smoothly from the start.
Account Admins can access Advanced Settings directly from the Project List page to configure options globally across all projects. This makes it easier to apply consistent settings without managing each project individually.
Time Control in Form Fields
We’ve introduced a new Time Control feature in Form Fields to give users more flexibility and precision when capturing time-based inputs.
With this update, users can easily customize the label, time format, and minute intervals based on their specific requirements. This ensures that forms are more aligned with business needs and user preferences.
Whether it’s scheduling, time tracking, or booking scenarios, this enhancement helps create a smoother and more structured data entry experience.
Reusable Subtask Templates Across Boards
We have enhanced subtask management in CRM and Project Management with improved template flexibility.
Previously, users could save subtask formats as templates for reuse within a single project. Now, with the introduction of a new toggle option, you can share these templates across all boards. Simply enable the toggle while saving the template, and it becomes accessible across CRM and Project Management boards.
This update makes it easier to standardize workflows, reduce repetitive setup, and maintain consistency across teams. It also helps teams save time by reusing structured task formats wherever needed.
With shared templates, collaboration becomes more seamless, and teams can scale their processes with greater efficiency.
Contact Fields in Persistence Table
In our latest update, we’ve introduced Contact Fields in the Persistence Table to enhance how customer data is stored and managed.
With this addition, users can now capture and retain contact-related information more effectively, ensuring better data continuity across workflows and interactions. This improvement makes it easier to access relevant contact details whenever needed, without losing context between processes.
By centralizing contact data within the Persistence Table, teams can improve data accuracy, streamline operations, and deliver more personalized customer experiences. It also lays a stronger foundation for automation by ensuring consistent and reliable data is available across the system.
Enhanced Scheduled Reports with More Formats and Customization
We’ve upgraded Scheduled Reports to give you more flexibility and control over how your reports are generated and shared.
With this update, users can now export reports in PDF format, in addition to existing Excel and HTML options. We’ve also expanded customization beyond standard widgets—users can now schedule reports for Advanced Reports and Data Table reports as well.
To make reporting more tailored, users can choose how their reports are generated by enabling toggle options for Source Data or Drilldown Data. Based on the selected preferences, each report is delivered as a separate file, ensuring clarity and better organization.
This enhancement makes it easier to generate detailed, structured reports that match your exact needs—helping teams analyze data more effectively and share insights with confidence.
Multi-sort filter is added to the Process Data Analytics widgets. By enabling the toggle button under filter tab, users can change the normal fields into multi-sort filter and then they choose the filter form the drop-down menu.
Now introduced the Personalized Report option under Advanced Widgets feature. This Personalized Report contains all the reports created from Advanced Widgets. This feature can be accessible only for Admins.
These updates aren’t just feature improvements—they’re steps toward a more intelligent, connected, and effortless way of working.
Whether it’s capturing better data, managing projects with greater control, or generating insights that actually matter, every enhancement is built to help your team do more with less friction.
Explore these updates and see how small changes can create a big impact in the way you work every day.
