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

# May 2026

> AI dashboards, customer health configurations, and scheduled account attributes.

export const ChangelogNavigation = ({year = "2026", month = "latest", counts = {}}) => {
  const periods = ["2026-10", "2026-09", "2026-08", "2026-07", "2026-06", "2026-05", "2026-04", "2026-03", "2026-02", "2026-01", "2025-12", "2025-11", "2025-10", "2025-09"];
  const years = [...new Set(periods.map(period => period.slice(0, 4)))];
  const [selectedYear, setSelectedYear] = useState(year);
  const [selectedMonth, setSelectedMonth] = useState(month);
  const [selectedKind, setSelectedKind] = useState("feature");
  const destination = selectedMonth === "latest" ? "/changelog" : `/updates/${selectedYear}-${selectedMonth}`;
  const kinds = {
    feature: "Feature Releases",
    improvement: "Improvements",
    fix: "Fixes"
  };
  useEffect(() => {
    const requestedKind = new URLSearchParams(window.location.search).get("type");
    if (["feature", "improvement", "fix"].includes(requestedKind)) setSelectedKind(requestedKind);
  }, []);
  useEffect(() => {
    const groups = Array.from(document.querySelectorAll(".mdx-content .update-container"));
    const visible = groups.filter(group => group.querySelector(`[data-release-kind="${selectedKind}"]`));
    groups.forEach(group => {
      group.toggleAttribute("data-release-first", group === visible[0]);
      group.toggleAttribute("data-release-last", group === visible[visible.length - 1]);
    });
  }, [selectedKind]);
  return <>
    <nav className="release-browser" aria-label="Browse product updates" data-release-filter={selectedKind}>
      <a href={selectedKind === "feature" ? "/changelog" : `/changelog?type=${selectedKind}`} aria-current={month === "latest" ? "page" : undefined}>Latest updates</a>
      <label className="release-kind-filter">
        <span>Update type</span>
        <select value={selectedKind} onChange={event => setSelectedKind(event.target.value)}>
          {Object.entries(kinds).map(([value, label]) => <option key={value} value={value}>{label}</option>)}
        </select>
      </label>
      <form action={destination} className="release-period-form">
        <input type="hidden" name="type" value={selectedKind} />
        <label>
          <span>Year</span>
          <select value={selectedYear} onChange={event => {
    const nextYear = event.target.value;
    setSelectedYear(nextYear);
    setSelectedMonth(periods.find(period => period.startsWith(nextYear)).slice(5));
  }}>
            {years.map(value => <option key={value} value={value}>{value}</option>)}
          </select>
        </label>
        <label>
          <span>Month</span>
          <select value={selectedMonth} onChange={event => setSelectedMonth(event.target.value)}>
            {selectedYear === years[0] ? <option value="latest">Latest updates</option> : null}
            {periods.filter(period => period.startsWith(selectedYear)).map(period => <option key={period} value={period.slice(5)}>{new Date(`${period}-01T12:00:00Z`).toLocaleDateString("en-US", {
    month: "long",
    timeZone: "UTC"
  })}</option>)}
          </select>
        </label>
        <button type="submit" aria-label="View selected updates">View</button>
      </form>
    </nav>
    {counts[selectedKind] === 0 ? <p className="release-empty" role="status">No {kinds[selectedKind].toLowerCase()} in this period. Choose another update type or month.</p> : null}
    </>;
};

export const ReleaseReadButton = ({children}) => <div className="release-read-button">{children}</div>;

export const ReleaseLabels = ({tags}) => <span className="release-labels" data-release-kind={tags.includes("Feature release") ? "feature" : tags.includes("Bug fix") ? "fix" : "improvement"}>{tags.map(tag => <span key={tag} className={`release-label release-label-${tag.toLowerCase().replaceAll(" ", "-")}`}>{tag}</span>)}</span>;

<ChangelogNavigation key="2026-05" year="2026" month="05" counts={{"feature": 3, "improvement": 10, "fix": 3}} />

<div className="release-feed" hidden />

<Update label="May 27, 2026" rss={{ title: "Updates for May 27, 2026", description: "Refresh customer attributes with AI: Add AI-generated fields to customer records for information such as account summaries or risk assessments.\n\nRefine dashboard layouts in a conversation: Ask Quivly Chat to add, edit, or rearrange dashboard widgets." }}>
  ## [Refresh customer attributes with AI](/updates/releases/2026-05-27-refresh-customer-attributes-with-ai) <ReleaseLabels tags={["Feature release"]} />

  Add AI-generated fields to customer records for information such as account summaries or risk assessments.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-27-refresh-customer-attributes-with-ai)
  </ReleaseReadButton>

  ## [Refine dashboard layouts in a conversation](/updates/releases/2026-05-27-refine-dashboard-layouts-in-a-conversation) <ReleaseLabels tags={["Improvement"]} />

  Ask Quivly Chat to add, edit, or rearrange dashboard widgets.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-27-refine-dashboard-layouts-in-a-conversation)
  </ReleaseReadButton>
</Update>

<Update label="May 19, 2026" rss={{ title: "Make the customer overview fit your team", description: "Make the customer overview fit your team: Customize the customer overview to put the information you use most at the top." }}>
  ## [Make the customer overview fit your team](/updates/releases/2026-05-19-make-the-customer-overview-fit-your-team) <ReleaseLabels tags={["Improvement"]} />

  Customize the customer overview to put the information you use most at the top.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-19-make-the-customer-overview-fit-your-team)
  </ReleaseReadButton>
</Update>

<Update label="May 13, 2026" rss={{ title: "Saved customer views are easier to edit", description: "Saved customer views are easier to edit: The Edit View panel now stays open when you launch it from a saved customer view, so you can update the view without the editor immediately closing." }}>
  ## [Saved customer views are easier to edit](/updates/releases/2026-05-13-saved-customer-views-are-easier-to-edit) <ReleaseLabels tags={["Bug fix"]} />

  The Edit View panel now stays open when you launch it from a saved customer view, so you can update the view without the editor immediately closing.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-13-saved-customer-views-are-easier-to-edit)
  </ReleaseReadButton>
</Update>

<Update label="May 12, 2026" rss={{ title: "Updates for May 12, 2026", description: "Open records directly from dashboard tables: Click customer and project rows in dashboard tables to open the corresponding record.\n\nConnect the call recorder needed for your question: Ask Quivly also gives clearer guidance when a required call-recording integration is not connected, with a connection prompt instead of a failed search." }}>
  ## [Open records directly from dashboard tables](/updates/releases/2026-05-12-open-records-directly-from-dashboard-tables) <ReleaseLabels tags={["Improvement"]} />

  Click customer and project rows in dashboard tables to open the corresponding record.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-12-open-records-directly-from-dashboard-tables)
  </ReleaseReadButton>

  ## [Connect the call recorder needed for your question](/updates/releases/2026-05-12-connect-the-call-recorder-needed-for-your-question) <ReleaseLabels tags={["Improvement"]} />

  Ask Quivly also gives clearer guidance when a required call-recording integration is not connected, with a connection prompt instead of a failed search.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-12-connect-the-call-recorder-needed-for-your-question)
  </ReleaseReadButton>
</Update>

<Update label="May 11, 2026" rss={{ title: "Updates for May 11, 2026", description: "Organize projects and finish milestones faster: Project Settings now brings saved views, grouping, and columns together.\n\nSimpler connections for AI assistants: More AI assistants can now connect to Quivly through MCP, the connection that lets an assistant use your Quivly data." }}>
  ## [Organize projects and finish milestones faster](/updates/releases/2026-05-11-organize-projects-and-finish-milestones-faster) <ReleaseLabels tags={["Improvement"]} />

  Project Settings now brings saved views, grouping, and columns together.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-11-organize-projects-and-finish-milestones-faster)
  </ReleaseReadButton>

  ## [Simpler connections for AI assistants](/updates/releases/2026-05-11-simpler-connections-for-ai-assistants) <ReleaseLabels tags={["Improvement"]} />

  More AI assistants can now connect to Quivly through MCP, the connection that lets an assistant use your Quivly data.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-11-simpler-connections-for-ai-assistants)
  </ReleaseReadButton>
</Update>

<Update label="May 8, 2026" rss={{ title: "Use Quivly data in your AI assistant", description: "Use Quivly data in your AI assistant: Connect a compatible AI assistant through MCP to ask about customer health, usage, revenue, calls, support, projects, and opportunities without leaving that assistant." }}>
  ## [Use Quivly data in your AI assistant](/updates/releases/2026-05-08-use-quivly-data-in-your-ai-assistant) <ReleaseLabels tags={["Feature release"]} />

  Connect a compatible AI assistant through MCP to ask about customer health, usage, revenue, calls, support, projects, and opportunities without leaving that assistant.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-08-use-quivly-data-in-your-ai-assistant)
  </ReleaseReadButton>
</Update>

<Update label="May 7, 2026" rss={{ title: "Dashboard date filters work consistently", description: "Dashboard date filters work consistently: Dashboard and chart date filters now apply all available presets, including custom ranges, consistently across customer, project, opportunity, and other data." }}>
  ## [Dashboard date filters work consistently](/updates/releases/2026-05-07-dashboard-date-filters-work-consistently) <ReleaseLabels tags={["Bug fix"]} />

  Dashboard and chart date filters now apply all available presets, including custom ranges, consistently across customer, project, opportunity, and other data.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-07-dashboard-date-filters-work-consistently)
  </ReleaseReadButton>
</Update>

<Update label="May 6, 2026" rss={{ title: "Updates for May 6, 2026", description: "Create and refine dashboards with AI: Describe the dashboard you need and Quivly asks clarifying questions, then builds it using your workspace's fields.\n\nHealth scoring for different customer segments: Create separate health-score configurations for different customer segments, with a default configuration for everyone else.\n\nSlack and Salesforce context in notebooks: AI notebooks can now use your connected Slack and Salesforce data, including notebooks created by an agent.\n\nCheck live Stripe billing from the Revenue tab: Inspect live Stripe customer and subscription details from a customer's Revenue tab.\n\nTrack time spent on customer project tasks: Record time spent on project tasks and see the customer total.\n\nSee accurate averages and latest usage values: Product-usage charts now show averages and the latest recorded values correctly, instead of adding them together." }}>
  ## [Create and refine dashboards with AI](/updates/releases/2026-05-06-create-and-refine-dashboards-with-ai) <ReleaseLabels tags={["Feature release"]} />

  Describe the dashboard you need and Quivly asks clarifying questions, then builds it using your workspace's fields.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-06-create-and-refine-dashboards-with-ai)
  </ReleaseReadButton>

  ## [Health scoring for different customer segments](/updates/releases/2026-05-06-health-scoring-for-different-customer-segments) <ReleaseLabels tags={["Improvement"]} />

  Create separate health-score configurations for different customer segments, with a default configuration for everyone else.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-06-health-scoring-for-different-customer-segments)
  </ReleaseReadButton>

  ## [Slack and Salesforce context in notebooks](/updates/releases/2026-05-06-slack-and-salesforce-context-in-notebooks) <ReleaseLabels tags={["Improvement"]} />

  AI notebooks can now use your connected Slack and Salesforce data, including notebooks created by an agent.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-06-slack-and-salesforce-context-in-notebooks)
  </ReleaseReadButton>

  ## [Check live Stripe billing from the Revenue tab](/updates/releases/2026-05-06-check-live-stripe-billing-from-the-revenue-tab) <ReleaseLabels tags={["Improvement"]} />

  Inspect live Stripe customer and subscription details from a customer's Revenue tab.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-06-check-live-stripe-billing-from-the-revenue-tab)
  </ReleaseReadButton>

  ## [Track time spent on customer project tasks](/updates/releases/2026-05-06-track-time-spent-on-customer-project-tasks) <ReleaseLabels tags={["Improvement"]} />

  Record time spent on project tasks and see the customer total.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-06-track-time-spent-on-customer-project-tasks)
  </ReleaseReadButton>

  ## [See accurate averages and latest usage values](/updates/releases/2026-05-06-see-accurate-averages-and-latest-usage-values) <ReleaseLabels tags={["Bug fix"]} />

  Product-usage charts now show averages and the latest recorded values correctly, instead of adding them together.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-05-06-see-accurate-averages-and-latest-usage-values)
  </ReleaseReadButton>
</Update>

<div className="release-pager" role="navigation" aria-label="More product updates">
  <a href="/updates/2026-06"><span>Newer updates</span><strong>June 2026</strong></a>
  <a href="/updates/2026-04"><span>Older updates</span><strong>April 2026</strong></a>
</div>


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