Setup that researches first and asks in real forms #
Adding a workspace opens with research instead of an intake form, and its questions are proper form fields — dates, amounts, pickers, even file answers.
29 Jul 2026
Improvement
Workspace setup was rebuilt around momentum:
- Research first — the up-front intake form is gone. Setup opens by researching the client on the web and comes back with findings, then asks about the gaps.
- Real form fields — questions render as native form controls: choices, numbers, amounts, date ranges, checkboxes, service-line pickers, and file answers you attach with a paperclip.
- It keeps going — a non-stop flow that stops interrogating and gets on with it; answers persist, so nothing is asked twice.
- A live brief — the client brief builds beside the conversation and is populated before you confirm.
- Resume anywhere — leave and return with the session and its full history intact.
- The progress bar and completion percentage were removed — they measured the form, not the work.
Skills
- Soft delete — a deleted skill stays deleted instead of resurrecting on the next reseed, with a Deleted view to restore from.
- Version history and the workflow bridge surfaced in the skill builder.