What's new

See the latest features, fixes, and improvements we’ve shipped to Every.

v1.18.0

Prospecting & Pipeline, now generally available

Prospecting and Pipeline are out of beta and open to every account. Prospecting finds leads in your network; Pipeline tracks them from first contact to paying client, with an agent working each deal. Plus new dashboard widgets, a background-jobs tracker, and a referral program for paid plans.

Prospecting agent

Prospecting & Pipeline (now generally available)

Out of beta and available to everyone. Prospecting finds leads; Pipeline turns them into clients.

  • Prospecting scans your connected contacts (LinkedIn, Google, direct) and surfaces qualified leads from your business context
  • Pipeline tracks each deal through Lead → Opportunity → Won/Lost, with an agent drafting outreach and next steps on every card
  • Marking a deal Won creates the client for you — or link one that's already in your book
  • No more access request — it's on for every account
Pipeline kanban with deals across Lead, Opportunity, and Won
Pipeline tracks each deal from lead to paying client.

Prospecting agent

Prospecting controls

Decide how wide Every scans and who you're after before each run.

  • Choose scan size — 100, 200, 500, or 1,000 contacts. Wider scans find more leads and use more credits.
  • Set who you're targeting and what you're selling so results match your focus
  • See available contacts by source (LinkedIn, Direct, Google) before you scan
Prospecting controls — targeting, what you're selling, and scan size
Scan size options: 100, 200, 500, or 1,000 contacts

Dashboard widgets

The home dashboard now leads with the work you do most.

  • Daily Brief — your morning read on what needs attention, with one-click actions
  • Pipeline and Prospecting — deal stages and lead status at a glance
  • Proposals — active drafts and their status
  • Customize which widgets show
Dashboard with Daily Brief, Prospecting, Pipeline, and Proposals widgets

Background jobs widget

A live tracker for the agent work running in the background.

  • See jobs in progress and recently finished — prospecting scans, deal plan updates, message analysis
  • Jump straight to the result, or dismiss finished jobs to clear the list
Background jobs widget showing completed agent jobs

Referral program (paid plans)

Historical offer from May 2026; referral rewards have since changed.

  • Current terms: paid workspace admins earn 25% cash revenue share, up to $300 per referral; valid referred signups get a 30-day free trial with normal credits. See docs.every.ai/plans/plans-and-pricing.
  • At launch, Settings → Refer & earn let you send an email invite or share your link
  • The original offer gave you and your friend 2,500 credits each when they joined; this offer is retired
  • The original offer was capped at 10 rewards
Historical May 2026 Refer & earn screen showing the retired credit offer
Historical screenshot; current referrals offer cash earnings and a 30-day trial, without new referral credits.
v1.17.0

Sales Pipeline (Beta) — AI Sales Agents

We've launched Sales Pipeline in beta — bringing AI-powered prospecting and deal management into Every with an agent inside every card. Contact us to request access for your account. Plus a smarter Daily Brief and a workflow-focused navigation refresh. Historical booking references below describe launch state; booking was retired on July 24, 2026.

Deal agent

Sales Pipeline (Beta)

Find leads, manage deals, and let an AI agent run plays inside every card. Sign-up for Every and contact us to get access.

  • Import your Google, LinkedIn, and other contacts and Every's prospecting agent surfaces leads worth pursuing with tailored sales plans, based on your business context, services, and past deals
  • Every's pipeline agent works inside every deal to continuously update your sales strategy — add more context or questions anytime to refine the plan
  • Manage all your deals across an intuitive visual pipeline (opportunity → qualified → won → lost), and add deals yourself to keep everything in one place
  • One-click generate high-context proposals, emails, invoices, and more, tailored to each deal and ready to send

Daily Brief

A morning briefing that cross-references everything happening across your business and Google Workspace, so you know what matters today and what's ahead.

  • Surfaces the most important work for the day, prioritized so you know where to focus first
  • Flags invoices, proposals, payments, and meetings that need attention or moved overnight
  • Take action straight from the email — reply to Every with anything and the agent picks it up inline
Daily Brief morning email cross-referencing invoices, proposals, payments, and calendar

Reorganized navigation

The app is now organized around your workflow — Sales, Billing, and Agent — with AI more deeply embedded throughout.

  • Navigation is now grouped into Sales (clients, contacts, pipeline, proposals), Billing (invoices, recurring, services, payments), and Agent (chat, context, automations, skills)
  • New home for your client-facing portal and, at launch, booking pages; booking was later retired
  • Email previews for every notification Every sends to your clients — see exactly what they'll receive before it goes out
Reorganized top navigation grouped by Sales, Billing, and Agent
v1.16.0

Redesigned Proposals

We've completely overhauled how proposals work in Every to help you close deals faster and present your services flawlessly. Head to Proposals in your dashboard and click Add Proposal to try the new features today.

Billing

Drag-and-drop editor

Build proposals exactly how your clients will see them using modular blocks — text, estimates, and media. Save your favorite layouts as reusable templates.

  • Stack blocks — cover, text, estimate (line-item table), media, acceptance, divider — and drag to reorder sections and blocks
  • Pick row layouts (full-width, 8-4, 4-8) to put a sidebar next to your scope or estimate
  • Live preview and inspector panel while you edit; the same renderer powers the internal view, the public client link, and the PDF
  • Save any proposal as a template, or start from built-in Standard and Lite templates. Tokens like client name and issue date fill in automatically

Billing

AI writing and image tools

Instantly generate or refine text blocks — like your Scope of Work — using your past business context. You can also generate and edit images directly in the app.

  • Generate or rewrite the body of any text block (summary, scope, notes, terms) with one click — Every uses your past proposals and business voice for context
  • Generate images inline with AI from a text prompt, or upload your own
  • Media library persists assets so you can reuse them across proposals
  • PDF export includes all inline media with correct sizing

Billing

Flexible sign-offs

Easily toggle the client approval button on or off based on your workflow. Clients type their name and email to accept; the signed date renders inline on the document.

  • Turn the acceptance block on or off per proposal — keep it for new clients, skip it for retainers or informal quotes
  • Clients approve on the public page with name and email; signed date appears on the document afterward
  • Admins can also mark a proposal accepted manually from the internal view
  • Works on branded client portal subdomains

Billing

The AI Proposal Agent

Skip the manual work. Just tell the agent what you're pitching, answer a few quick questions, and let it draft a comprehensive, customized proposal for you.

  • Select a client, type one sentence about what you're pitching, press Generate
  • The agent gathers client context (voice, history, past deals), asks a couple of clarifying questions, then drafts every section block by block
  • Prices line items using your historical data and fills in cover, scope, estimate, and acceptance
  • Hands back a finished draft you review and send — no auto-send
  • Works the same from Every Agent in the app and from Claude/ChatGPT via MCP
v1.15.0

New Dashboard & Interface + Connect to Claude & ChatGPT

Historical release: Every launched a configurable dashboard and MCP access for AI assistants. Booking references below describe launch state; booking was retired on July 24, 2026.

New customizable dashboard

Your homepage is now a command center with widgets for metrics, pipeline, calendar, client activity, and automations.

  • Key Metrics widget shows revenue, outstanding balance, and expenses at a glance — no more clicking around to find the numbers that matter
  • Additional widgets for pipeline stages, client activity, and recurring invoice automations provide visibility from one screen; the booking widget from this release was later retired
  • Priority Cards surface smart action items that need your attention
  • Fully configurable: show, hide, or rearrange widgets and customize what each one displays to match how you work
New configurable dashboard with key metrics, pipeline, calendar, and activity widgets

Works with

Connect to Claude & ChatGPT

Every works inside the AI tools you already use. Connect your account and the AI assistant you're already using becomes one that knows your business.

  • Works with Claude Desktop and Claude CoWork, plus any MCP-compatible client (e.g. ChatGPT Developer Mode, Claude Code, Cursor, and Codex)
  • Same tools and live data as Every Agent inside the app — manage invoices, clients, proposals, payments, expenses, and more from wherever you already work
  • OAuth 2.0 authentication, organization-scoped access, stateless — your data stays yours
Connecting Every to Claude and ChatGPT via MCP

Redesigned interface

The entire app has been visually refreshed — cleaner layouts, better information density, and a more polished feel everywhere you look.

  • New layout patterns and enhancements across the app to improve utility, density, and visual consistency
  • Expanded and denser agent chat view with a better experience and easier access to agent settings and features
Redesigned interface with cleaner layouts and improved density
v1.14.0

Services & Products, Voice & Tone, Data Pages

Offerings are split into services and products, your agent now speaks in your brand's voice, and there are dedicated pages for importing and exporting data.

Services and products

Offerings are now two things: services (work you do) and products (things you sell).

  • Services replace the old offerings with the same pricing models (fixed or hourly) and time tracking support; booking support described at launch was later retired
  • Products are new: a parent item with variants, each with its own SKU, price, and options. Modeled after how Shopify and Google Shopping handle inventory
  • Invoice and proposal line items connect directly to services or products, so pricing stays in sync with your catalog
  • At launch, booking pages referenced services only; client booking pages were retired on July 24, 2026
Services and products catalog

Business DNA

Brand voice and tone settings

Tell your agent how to sound across clients, teammates, and external contacts.

  • Set a distinct voice for three audiences: client-facing, internal/casual, and non-client external. Pick tone tags like warm, direct, professional, or playful
  • Add example quotes so the agent has concrete style references
  • The agent applies your voice when drafting proposals, invoices, and emails, and falls back to plain professional writing when unsure
Voice and tone settings with audience tabs and tone tags

Import and export pages

Upload a spreadsheet, match it to a saved script, and run it again. No chat required.

  • New Import page: upload CSV, XLS, or XLSX files and preview the data before anything runs
  • If you've imported the same format before, the page finds your saved script and lets you reuse it in one click
  • New Export page: download invoices or expenses as CSV with field selection and presets like standard, detailed, and accounting
Data import page with file upload and saved scripts
Data export page with field selection and presets

Start turning your network into new business.

Connect your inbox and LinkedIn, and Every builds your CRM and starts finding warm leads.