Release Notes

November 2026

Features

Professional Search Notes and Messages. The new Search page finds any message or note across your mailboxes in one place. The Messages tab looks up messages by date, subject, person, company domain, sent or received, status, owner, attachments, tags, or conversation ID — one click opens the message in Outlook or its full conversation history. The Notes tab searches the text of your team's conversation notes and jumps straight to the conversation a note belongs to. Both tabs export results to a spreadsheet. Search works on message details only; email content continues to stay in Exchange Online.
Professional Move or copy messages between mailboxes, right from Outlook. A message landed in the wrong shared mailbox? Agents can now move it, or copy it and keep the original, from the Emailgistics add-in. Pick the destination mailbox, choose whether to keep the original, and click Move. Administrators decide which mailboxes are allowed as destinations, and every move or copy appears in the conversation history so everyone can see where a message came from.
Professional Moved In and Moved Out report columns. The Mailbox, Domain, and Tag Performance reports now count messages moved or copied into and out of each mailbox — whether by rule, add-in, or Outlook drag-and-drop — with drill-down into the details, so you can see where work is flowing between teams and whether it is being routed correctly.
Professional Per-message SLAs using tags. Any tag can now carry its own Reply SLA and Close SLA. When a message has that tag, it is measured against the tag's SLA instead of the mailbox default, and if several tagged SLAs apply, the tightest one wins. One mailbox can hold "Urgent", "VIP", and "General inquiry" under different commitments, and your SLA reports and dashboards reflect the promise that applied to each message. Tag SLAs apply going forward; past results are not recalculated.
Professional Note @mentions. Type @ in a note in the add-in, pick a teammate, and write your message. They get an email with a link to a page showing the note, the rest of the conversation's notes, and a link back to the conversation — no forwarding the email and writing a second explanation. Each mailbox has an Allow @mentions switch on its Notes settings tab.
Rearrange add-in sections. Every add-in section — Availability, Message, Tags, Notes, Conversation Details, and more — now has a drag handle. Drag sections into the order you prefer, in both the read and compose panes. Your order is saved to your account and follows you every time you open the add-in.
Switch from mailbox password to App Registration. Mailboxes originally connected with a mailbox password can now be switched to App Registration from the mailbox's Authentication tab, with no re-onboarding. The sign-in password can then be removed from the shared mailbox, as Microsoft recommends, and access is governed by a security group and a client secret your IT team can rotate or revoke at any time. Email processing may pause briefly during the switch, so we suggest doing it outside business hours. See our knowledge base for instructions on making this change.
Invoices tab. Billing now has an Invoices tab listing every posted invoice with its details and a PDF download, available on every plan.

Enhancements

Only System Administrators can add or remove mailboxes. Billing Administrators keep their billing access, but can no longer onboard or offboard mailboxes.
Removing a mailbox now takes real intent. You choose a reason, see how many team members and rules will be affected, and type "delete for everyone" to confirm. Anyone who only wants to stop working on a mailbox is guided to remove themselves from it instead.
System Administrators are emailed whenever a mailbox is removed, with who did it, when, and why.
Conversation history in the Outlook add-in loads noticeably faster.
Outlook drag-and-drop between mailboxes. Dragging a message from one onboarded mailbox into a specific folder of another — Inbox, a user's folder, Snooze, Sent Items, Archive, Deleted Items, or Junk — is now tracked as a move with the matching outcome. Dropping into a user's folder assigns it, and dropping into Snooze snoozes it until 8 a.m. the next day.
Shared Application ID warning. When an Application ID is already used by other mailboxes, onboarding and the Authentication tab warn that a new client secret and expiry will apply to all of them.
Reorderable lists in Admin — Rules, Priority tags, Custom fields, and Dashboard sets — use the same grip-dot drag handle as the add-in.
Professional Scheduled reports highlight missing required fields, such as name or recipients, on save, and warn before leaving with unsaved changes.
All CSV exports are now UTF-8 with a byte-order mark, so accented and non-English characters display correctly in Excel.
Template content pasted from Word or other sources keeps its font styling instead of reverting to the system font.
Alert emails are reworded to be more precise, especially per-owner alerts.
Professional Users can select up to 31 days when adding schedule events and up to 30 events when deleting (previously 25).
Professional Cost center billing snapshot and allocation history tabs are now paginated, so long histories load quickly. Adding or editing a cost center happens in a side panel, and users can be assigned while creating it.

Bug Fixes

Fixed sign-in redirect loops that could stop the Outlook add-in (notably on Mac) from loading data, or leave a browser cycling endlessly.
The Outlook add-in now refreshes when the user switches between Outlook accounts.
Replies from mailboxes without the Emailgistics BCC transport rule are now picked up by the sent-items sync and recorded as replies.
Automatic replies (auto-responders) are no longer counted as agent replies, which had inflated reply counts and SLA statistics.
User reply times could exceed elapsed reply times when Microsoft notifications were missed or delayed; they are now calculated correctly.
A reply sent from a shared mailbox to an email that isn't tracked in that mailbox's conversation is now counted as an initiated message. Previously it was missing from both reply and initiated counts, or matched to the wrong message.
"Assign to previous owner" now works when an agent replies from a personal mailbox by changing the From address to a shared mailbox, or after moving the original into it.
Inbox sync now counts open assignment slots only for users with a team folder, so roles such as Mailbox Supervisor and Reports Viewer no longer inflate capacity.
Professional Messages still in the Snooze folder no longer show as Open or Closed with no unsnooze details.
Permanently deleted messages (emptied from Deleted Items or Shift+Delete) were marked Moved. They are now Closed-Unknown, and Moved is used only when the message arrives in another of your mailboxes.
Rule and webhook move actions no longer add duplicate "moved in" entries to conversation history.
Offboarding a mailbox now removes it from other mailboxes' move and copy destination lists.
Professional Mailbox Performance no longer shows negative Existing Conversations for mailboxes that receive messages by move.
Enterprise The receivedMessageDetail API endpoint with a "closed" status filter now returns all closed messages, including Closed-unknown and Closed-pending, and no longer drops rows at page boundaries.
Pasting a list of domains into a rule condition no longer causes an error on save or loses the pasted values.
In a rule's Tag action, the tag search text now clears after a tag is selected, so the rule saves without manual cleanup.
Professional %%ConversationId%% is now replaced in templates regardless of letter case; uppercase versions could appear as literal text in sent messages.
Professional Template variable autocomplete now triggers when %% is typed straight after text, not only at the start of a line or after a space.
Per-owner alerts now go to the owner's current email address rather than the address on file when the message was assigned.
Users who belong to several Emailgistics customers now see the Select Customer page in alphabetical order instead of a random order on each sign-in.

July 2026

Features

Professional Scheduled reports. Create a schedule for any aggregate report — Mailbox, User, Bucketed, Domain, or Tag Performance — to run automatically and deliver results by email as a CSV attachment, daily, weekly, or monthly. A new Scheduled tab lists your schedules, lets you run one on demand, and keeps 90 days of execution history.
Professional Flexible unsnooze destination. Choose whether unsnoozed messages return to the owner's folder or the Inbox by default — or inherit your reply assignment behavior — with availability options controlling what happens when the owner is away. Optionally let users pick a destination per message from the add-in.
Professional Template variable improvements. Variables now resolve when inserting a template into a reply in the Outlook add-in (previously only in automated sends). The Admin template and Send Message editors now offer an Insert → Variable menu and %% autocomplete. Two new variables — %%userFullName%% and %%userAddress%% — sign off with the acting agent's details in add-in replies, or the message owner's details in rule-driven actions.
Professional Bulk schedule event creation. Create one-time schedule events (holidays, vacation, PTO, and more) across multiple dates at once — enter the details once, click up to 25 dates on the calendar (shift-click to select a range), and save them all in one go. Multiple events can also be deleted at once.
Unanswered alert improvements. Filter the Unanswered Messages alert to trigger only for messages assigned to specific users, and optionally alert each message owner about their own messages — every user gets a personal alert listing just their messages, while other recipients still receive the full summary.
Dark mode for Admin. The Admin app now has a dark theme that follows your system preference automatically, with a header toggle to switch anytime. Your choice is remembered.
Enterprise New conversation API endpoints. GET /api/v1/conversations/search for finding conversations and POST /api/v1/conversations/assign for assigning them programmatically.
Enterprise Webhook Add Note action. Webhook responses can now add notes to a conversation.
Region selection at signup. New customers can choose their data region (Canada or US) when onboarding from the marketplace.

Enhancements

Professional Message Assignment report drill-down. Counts in the Message Assignment report are now clickable, showing exactly which messages were assigned by each method.

May 2026

Features

Enterprise Custom Fields. Associate your own data — customer IDs, order numbers, regions, product lines, or external ticket references — with conversations in Emailgistics. Agents can view and set field values in the Outlook add-in, and fields can be populated automatically via rules or webhooks, including by scanning incoming message bodies for structured data.
Enterprise Webhook enhancements. The received message webhook now supports Send Message and Forward Message actions. The Assign action reaches full parity with built-in rules, allowing round-robin or load-balanced auto-assignment when assigning across multiple agents.
Professional Message Assignment report. See how messages are distributed to mailbox agents — broken down by auto-assignment, Assign to Previous Owner, individual rules, and manual assignment — for any time period.
Professional Oldest Message By User dashboard gauge. Displays the oldest message in each user's folder, including age, received date, and subject, to help teams stay on top of SLAs.
Enterprise New API endpoints for getting attachment information and content.
Enterprise New API key scopes to restrict which functions a key provides access to.

Enhancements

Professional Drill-down on Received values for Mailbox Performance, Mailbox Closed Performance, and Mailbox Tag Performance reports.

March 2026

Features

Professional Dashboard sets. Group dashboards into named sets and cycle through them automatically with configurable timers.
Professional Cost center allocation of users. Create cost centers, assign users, and view billing and allocation history by department.
Professional Admin audit log. View a log of all admin changes, filterable by mailbox, with export support.
Professional Option to start a new conversation when the email subject changes.
Attachment type condition for rules. Filter by predefined file type groups (PDF, Word, Excel, etc.) or custom MIME types and file extensions.
Rule Assign actions now support both round-robin and load-balanced distribution methods.

Enhancements

Onboard and user sync PowerShell scripts now support device code authentication for environments where interactive browser login is unavailable.
Outlook add-in no longer briefly flashes the archive button when loading archived messages.
Reauthentication notifications now always include both system admins and mailbox admins.
G2 Review button in Admin for admins to leave product reviews directly from the application.

Bug Fixes

Enterprise Webhook plain-text message body now preserves line breaks.
Reports user lists and results are now consistently sorted by display name.
Professional Editing and saving a recurring schedule no longer falsely triggers the "unsaved changes" alert.
Professional Unsnoozing a message to the archive folder now correctly removes the user category.
Professional Updating a tag linked to an Outlook category now correctly updates the corresponding rule parameter.
Average user close time in reports now shows "0s" instead of blank when users closed messages outside their schedules.
Enterprise Reporting API now correctly returns reply/close user name and email, including for removed users.
Professional Tag action now displays the correct tag name in rule info.
Assignment tab save button now correctly resets after saving.
Professional Send Message template size validation no longer counts unsaved inline image blob data.