Platform documentation

June 2026

Team chat includes servers, channels, direct messages, and threads. The desktop app and workspace search are available, along with updates to tasks and integrations.

New

  • Team chat - servers, channels, DMs, threads, @{{aiName}} mentions, and rich messaging in Team Chat.

  • Elevale desktop app - install the desktop app, receive updates automatically, and clear app data from profile settings.

  • Workspace search - command palette to jump to tasks, wiki, KPIs, OKRs, and team members.

  • QuickBooks Online KPIs - revenue, expenses, and cash metrics from Integrations.

  • Wiki knowledge graph - backlinks from @mentions, smart embeds, and wiki hyperlinks.

Improved

  • Task context menu, activity timestamps, completion warnings, and copy-ID for support.

  • Update with {{aiName}} for wiki pages, SOP generation, and process map change proposals.

  • AI assistants can work with wiki folders, planning sessions, and the rest of the workspace.

  • Zapier and HighLevel can create and update key results.