New features and improvements in WorkBOS, written in plain English and grouped by the week they shipped, so you can see what changed and when.
Switch it on in Chief ▸ Today. Each morning Chief reads where things stand and hands a few pieces of work to your heads of department; at midday it retries anything stuck and reminds you about suggestions waiting for you; in the evening you get a short report. Nothing your AI team suggests happens until you approve it, and the day stops at the spending limit you choose. It is off until you turn it on.
When you write a request with reasons, questions or several parts, Chief thinks it through instead of jumping at a keyword. Quick commands like "create an agent called Ava" still work instantly. Approving a suggestion from the chat now carries it out straight away and tells you the result.
Each agent has a sponsor who answers for it, a check-up every 90 days and a Quarantine button that stops it at once and cancels what it is waiting to do. If a check-up is two weeks overdue, an agent that was acting on its own goes back to asking first. Agents also stop repeating themselves: a suggestion that is already waiting for you is not filed again.
Chief reads only the pages a person's role includes, offers to create or change something only where their role allows it, and offers AI team actions only to people allowed to manage the team. Guests do not use Chief. If a member keeps asking for things their role does not include, the audit officer tells owners in its review.
When you approve a task change an agent suggested, the change is made and the window closes with a short confirmation. If something stops it from running, the window still closes and tells you plainly, and the item waits under Approved with a "Run now" button. Chief also now understands requests about organising your AI team or handing out work, instead of mistaking them for a request to create a new agent.
Every AI employee belongs to a department and is a head of department, a specialist reporting to a head, or the audit officer. The new Org chart view on the AI Team page shows who reports to whom, what is waiting for you and when each one last ran, and "Who talks to whom" shows the agents' own conversations. Ask Chief how the team is doing, ask one agent a question, hand an agent a piece of work, or tell Chief to hire a specialist for a department: everything an agent proposes still waits for your approval, exactly as before. The audit officer reviews the team's work every night and sends you a weekly review.
Chief learns a skill the moment you approve it. An approved skill draft becomes a note Chief recalls on the next matching question.
A warning before AI credit runs out. Owners and admins are told once a week when the balance is low, with a link to top up.
Chief answers in time or says so. If the AI service does not answer within about a minute, Chief tells you to try again instead of leaving you waiting.
When someone you emailed from WorkBOS writes back, says no, or the address bounces, the lead is updated for you: a "Wrote back to us" filter on Leads, the reply on the lead's timeline, owners notified, and "no" means no more mail. Works for any workspace with a connected Gmail.
The website has a cleaner design with the real product front and centre, the 2-minute tour on the home page, and the free Pro month easier to find.
Platform owners can ask "list every workspace that has never paid" or "which of all our tenants joined before October" and Chief answers from the whole list, not the first fifty. And when you tell Chief to read the page you are on, it reads the page, even when it could have looked the answer up another way.
Ask "who in this list joined in August?", "how many of these are overdue?" or "what is in the third row?" and Chief reads the whole page first: it scrolls down and loads the rest, then answers from every row and every field, not only the first few. Say "scroll down", "search for August", "switch to the All tenants tab", "sort by Joined", "filter to overdue", "next page" or "open the third one" and it does that on the page, exactly as you would with the mouse. It never reads your secrets or sign-in security pages, and Save, Send, Pay, Delete and Approve stay yours to press.
The About, Story and Team pages now give the right time difference between our founders, and the Features page says plainly that calling a colleague is free on every plan.
If you run the platform, ask Chief "who joined this week and on which plan", "how many tenants signed up in August" or "what is our MRR": it answers from the real list with names, dates and counts. For everyone: an expert skill is used only when you ask for a professional's judgement, never on a look-up; and when you tell Chief how to behave from now on ("from now on answer in Urdu", "always put the date in the task title"), it replies "Noted: ..." and follows it on every later turn. Your standing instructions are listed first under What Chief knows, each with a Forget button.
The website has a new design, shows the parts of WorkBOS most people never hear about, and introduces the WorkBOS Academy and its certified specialists.
Your workspace is your company, so the Companies page now opens on the Free plan too. You can see and update your own company's details there. Adding client companies, entities and portfolios is part of Pro.
The home page now shows what WorkBOS does in one screen, with a narrated tour of signing up and letting Chief set up your workspace. Every page has the same "Start free" button, and pop-ups no longer cover what you are reading on a phone.
The savings calculator now covers 22 kinds of tools with real list prices, and our solutions pages show exactly how WorkBOS runs a day for your kind of business, including law and accounting firms.
Start with 30 days of Pro, no card. We email you before it ends, you choose to keep Pro or carry on free, and nothing is ever deleted.
She looks where she is walking, and turns to point at the page and her speech bubble when she stops.
The banner at the top of every page now highlights the 30 days of Pro, free with no card, and a coupon card reminds you once if you close it. Chief walks around the edges of the page as you read, and you can drag her anywhere.
Every page of our website now shows the offer: start a workspace and use everything in Pro for 30 days without entering a card.
The home page now shows eight new screenshots of the product as it is today: the dashboard, the sales pipeline, the drag-and-drop call flow builder, invoices, the books, the project timeline and your AI team.
Wherever you are on workbos.com, Chief explains that page and can book you a call with our founder. The features page now follows the app's own menu, so you can read about every module, from the phone system and call flows to banking, recruiting and AI agents.
Accounting agents can now draft invoices and bills, add vendors and plan the chase of an overdue invoice. Support agents can mark a ticket resolved and plan a follow-up. People agents can suggest moving work to someone with room and book a 1:1. HR agents can schedule interviews and draft offer letters. Every agent can also draft follow-ups, log calls and notes, draft meeting briefs and flag someone who is overloaded. Invoices, bills and offer letters are always drafts that you approve, and anything an agent does can be undone.
QuickBooks is now live in Connected apps. An owner or admin clicks Connect, signs in to QuickBooks, picks the company, and WorkBOS reads your recent invoices with totals and balance due, so Chief can answer questions about them. Access is read-only.
On the home, features and AI agents pages, Chief walks from corner to corner as you scroll, highlights what she is explaining and answers when you rest your mouse on a part of the page. Drag her anywhere you like; double-click to send her back.
Importing contacts now keeps each person's company. When you send an invoice or a quote, the message says it is on its way, which it is. Payment and invoice dates now follow your own day rather than the time in London. Ask Chief for "an invoice for Acme Bakery for $1,200 due in 14 days" or "a task to call Ava, assigned to me" and it fills in the client, the due date and the owner correctly. For white-label partners, more of the app now shows your own name to your clients, and "View as" explains why it is not available instead of showing an error.
When a line on your bank statement is the same amount as an open bill or invoice, the bank screen now offers it, and one press records the payment and ticks the line off. Payments recorded on invoices and bills now go to your bank account unless you choose cash. Clients you invite as guests are no longer counted as employees, importing contacts copes much better when things are slow, and several screens were tidied: names instead of codes on the Users page, a proper loading state on Billing, and a profile reminder that stays closed once you skip it.
Chief explains the plans as you scroll the pricing page and answers questions about cost, cards and setup. Not sure which plan fits? Book 20 minutes with Tariq, our founder, right from the page. The home page's plan comparison now opens one group at a time, so it is quicker to read.
Rest your mouse on a button, tab, column or field for a couple of seconds and the assistant walks over and offers to explain it. Say yes and you get a short explanation right there, with a suggestion if there is something worth doing, and an offer to do it for you. You can turn this off in the assistant's settings under Explain what I point at.
The agent editor now has tabs: Profile, Skills, Tools, Automation and Try it. On Skills you pick from the expert skills for that agent's area. On Tools you see every tool for its area and can choose them all at once. A CRM agent gets CRM skills and tools, an accounting agent accounting ones, and every agent can create tasks, post updates and set reminders. Every agent card now has Edit and Delete buttons.
As you scroll the home page, Chief explains each part in a sentence or two, tells you what WorkBOS would do for your kind of business, and answers questions about prices, cards, importing your data and security. Want to talk it through first? She books a 20-minute video call with our founder right from the page.
Multi-step forms now always show their last page before sending. Adding a line to an invoice, bill or estimate no longer clears a client or due date you hadn't saved yet. The dashboard's revenue and cash figures now come from your general ledger. Clients in the portal only ever see invoices you have sent.
When the assistant explains a page or answers next to its character, the answer now opens as a clear message card: full-width text in paragraphs, follow-up questions as tidy rows, and a link to the full answer. The character no longer stands in front of the text.
The home page now shows the businesses and charities we run on WorkBOS as logo tiles around the WorkBOS mark. Hover any logo to see what the organisation does, and use the "Yours next" tile to start your own workspace free.
When you set your industry, website or address for your workspace, your own company on the Companies page picks them up, without overwriting anything you typed there yourself. On a phone, the assistant no longer pops up over the buttons you are trying to press, and the sign-in and invitation pages show your logo once. Job role cards say plainly whether a role sees every page or only the ones its job needs.
Team members of a reselling workspace now see that the reseller console is for owners and admins, instead of being told the workspace doesn't resell. A wrong two-step sign-in code now tells you what to try. Beta features that no plan includes no longer appear in the menu.
When you invite someone as a Project Manager, Support Agent, Team Member or any other ready-made job role, they now see the pages that job needs - a Project Manager sees projects and tasks, a Support Agent sees support - and the pages it does not need stay out of their way. Nobody who already holds a role lost a page. Each role card says in one sentence what it shows. Every password and key box in the app now has the eye to check what you typed, including Change password in Settings. The workspace owner now appears under their own company in the people list.
The home page now shows our own companies and nonprofits that use WorkBOS every day, with their logos sliding past, a short line on what each one does and a link to its website.
The first 20 workspaces to move to Enterprise pay $599 a month instead of $999 for as long as they stay. The first year costs less again: pay for the year up front and it is $3,594, half price, or pay monthly and the first 12 months are $449. Choose "Upgrade to Enterprise" or "Enterprise, pay yearly" on your Billing page; the discount is applied automatically.
Ask about cash flow and it answers the way a CFO would; ask about an NDA and it works like a contract reviewer; ask about food costs and it thinks like a restaurant manager. Choosing the expert takes a fraction of a millisecond, so answers are just as fast. Each answer says which skill it used, and you can pick one yourself by starting with "As a CFO, ...".
Expert skills page. AI Team ▸ Expert skills lists every skill by category. Read any skill, ask as that expert, and owners and admins can switch any skill off for the workspace.
Skills for your AI employees. Give an AI employee up to 12 skills on its Profile tab, or ask the assistant: "create a CFO agent with the chartered accountant skill".
Stronger thinking for high stakes. Legal, tax, money and employment questions are answered by the stronger AI model, and these skills say when to involve a licensed professional.
If a role can't create, edit or delete on a page, the server refuses it, even from the API. Covered now: bills, invoice lines, CRM companies, automations, task checklists and statuses, onboarding, project and message templates, sequences, scheduled reports, agents, watches, recording links, form submissions and shared drive folders. Secrets & Keys can now be opened only by owners and admins.
The assistant's character steps aside. when it would cover a button or a field.
Clearer plans. The Free plan's invoices, credit notes and payments are shown as included; bank accounts and the ledger are marked as Pro. Beta features no plan sells no longer appear in the menu.
Sign up and your workspace starts on the Pro plan for 30 days, with everything Pro includes. Your Billing page shows how many days are left. We email you three days before the end; if you do nothing, the workspace moves to the Free plan and keeps all your data. Upgrade any time to keep Pro.
Tell Chief "a form for catering orders with the date, number of guests, menu choice and a phone number", or "a project for the Acme website with tasks for design, build and launch", or "invoice Northwind for 10 hours of consulting at 150", and it draws up the whole thing in one go. You see one card listing exactly what will be created - every question, every task, every line and the total - press Approve, and the finished form, project or draft invoice opens. When you are on a New form, New project or New invoice screen, Chief offers to build it for you.
Forms open ready to edit. Every question has its right type, so names, emails and phone numbers from submissions become leads as before, and the form is a draft until you publish it from the studio.
Invoices are always drafts. Chief never sends an invoice and never marks anything paid; you review and send from the Invoices page.
Ask Chief to explain any page. A short overview of what the page is for and what you can do there, with follow-ups you can tap for the details.
Only when it fits. The offer comes once per page, at most three times a day, never while you are typing or have a window open, and "Not now" keeps it quiet for the day.
Platform owners can now change the words of the "confirm your email", "sign-in link", "email change", "verification code" and "account change" emails in Platform > Email > System emails, the same way as the other system emails. And when you create a project, it now starts under your own company (or the company you are looking at), so you no longer have to pick it every time.
Every question Chief is asked is scored afterwards: answered, could not, not sure, or asked again within minutes. Each night Chief groups the questions it missed and proposes fixes: a phrase your team uses for a page, a short note it should know, or a new skill to build. Harmless wording shortcuts apply on their own; everything else waits on the Learning tab of the Chief control centre for an owner or admin to approve or reject, and a suggestion nobody decides expires after four weeks. Nothing is learned from other workspaces.
See where Chief falls short. The Learning tab shows the miss rate for the last 7 and 30 days, the reasons in plain words, and the latest missed questions.
A Monday report. Owners and admins get a short note each week: the miss rate against last week, the questions missed most, and what was fixed or is waiting.
On a computer, point at a menu in the sidebar and drag it by the small grip. On a phone, press and hold a menu, then slide it. Owners get a one-tap option to use their order for everyone. The switch that lets members arrange their own menu, and arrow buttons for anyone who prefers them, are in Settings.
Clients of a White-label partner read What's new and email settings in the partner's own product and assistant name.
When you invite someone, the email now reads "Asad Ali invited you to join Northwind as a member, working as Accountant", so people know who it is from and why. Resending an invitation now keeps the job role, company and team you chose the first time.
The assistant uses your name, invitation pages show your logo and terms, client invoices carry the client's own name, and clients see your plans and prices. Owners are no longer asked to sign the employee notice.
Chief now has a complete map of WorkBOS, cut down to what you are allowed to see. Ask "where do I change the logo", "how do I turn on two-step sign-in" or "does WorkBOS do call recording" and it answers with the exact path, such as Settings > Appearance > Brand, opens the right page and tab for you, and tells you when something needs a higher plan or an admin. When WorkBOS does not have something under that name, Chief says so and offers the closest thing instead of guessing.
No more dead ends. Chief checks the map before it says it cannot do something.
Pages only you can open. The map Chief uses shows only the menus, pages and tabs your role and plan include.
Start free and every release lands in your workspace the moment it ships.