June 2nd, 2026

🛠️ Weekly Update June 3, 2026 – Platform Reliability, AI Tools & Data Accuracy

This week covered a lot of ground — from deep data integrity fixes across Revenue, Health, and Contacts, to a significant expansion of the GoCSM AI/MCP connector toolset. We also shipped meaningful UX improvements to onboarding and trial activation. Here's everything fixed and improved:

❤️Health dashboard & sub-account health

  • Fixed A major CPU freeze on the Health page caused by an infinite re-render loop and runaway animation frame — the page now loads and scrolls smoothly.

  • Fixed Account trend data now shows real 7-day deltas instead of a false 0% across the board.

  • Fixed Login trend graph now correctly respects the selected time range on sub-account health views.

  • Fixed True period-over-period trends and window-scoped active user counts are now calculated correctly.

  • Fixed AI insights are now preserved when recompute is skipped, preventing hero-account insights from being wiped after trial activation.

  • Fixed The Last Updated tooltip now shows the real insight computation timestamp.


💰Revenue, churn & payments

  • Fixed Untracked churned accounts on the Revenue page now correctly display owner, churn date, and subscription duration.

  • Fixed Revenue Intelligence metrics and auth were stabilized; risk-tag auditing is now wired in correctly.

  • Fixed Dashboard demo ordering now correctly differentiates top spenders from low spenders.

  • Fixed Payment dashboard boundary spikes were eliminated by calculating order deltas per location and product.

📊Adoption, login activity & time spent

  • Fixed Login Activity Users tab now re-fetches on mount, so key-user toggles from other views always reflect correctly.

  • Fixed Custom date range trend dates and pagination totals in Login Activity are now accurate.

  • Fixed Deleted agency users are now excluded from active-user counts.

  • Fixed Time-spent totals now add up correctly — the artificial +2 min/login-day bonus has been removed so account totals equal the sum of features.

  • Fixed Sub-account adoption plan filter was broken and is now working again.

  • Fixed Calendar booking spikes resolved with per-location, per-calendar delta calculations.

  • Fixed Contact dashboard spikes fixed with per-account-aware delta logic.

MCP / Claude connector / GoCSM AI tools

  • Fixed Field mapping inconsistencies across get_account, search_accounts, and agency_overview have been reconciled.

  • Fixed Next renewal date and active users (30d) are now pulling from the correct data source.

  • Fixed Churned and cancelled accounts now surface correctly with honest scope reporting.

  • Fixed Lifecycle, engagement deltas, health/MRR enrichment, NRR, revenue deltas, failed-payment tags, and upcoming-renewal flags all corrected across multiple data phases.

  • Fixed Priority-account and plan filters are now applied correctly in list_inactive_users.

  • Fixed MRR renewing in 30 days now resolves correctly via the plans collection with self-healing sync.


Trigger engine & GHL automation

  • Fixed Adoption trigger payloads now pass GHL filter equality correctly, fixing silent trigger drops.

  • Fixed Assets-empty trigger now fires only when a section was never explored, using inventory semantics instead of outcome semantics.

  • Fixed We've fixed the issue where missing snapshots triggered false engagement spikes.

  • Fixed Conversations and Phone engagement labels are now aligned with updated label semantics.

Have a feature request or spotted a new bug? Let us know on our Ideas Board or submit a ticket through our Chat Widget — we're here to help!