YXAI.August26.01
YXAI.August26.01
Release period: August 10 – August 24, 2026
Summary
This release introduces Form Concierge: a hybrid form-and-chat agent for structured lead capture. It also adds shared Knowledge Base videos—upload, auto-transcribe, and publish a branded page where viewers can watch and ask questions about the content. CRM workspace tooling expands for desktop users, and website activity now links to leads across booking and browsing pathways.
Form Concierge
Form Concierge is a new agent type that combines a structured web form with an optional help chat drawer. Visitors fill out configured fields on your site; a pull-handle drawer opens a concierge chat for questions without leaving the form. Form fields support placement on the form itself or concierge-only collection, and values pre-fill from information already given in chat. Q&A pairs are editable in Forms admin, links in answers are clickable in the chat drawer, and the form scrolls to confirmation after submit.
After submit, the conversation hands off to chat with the collected lead context. Forms admin includes a Test tab for previewing the full experience before publishing.
PDF uploads. Form Concierge supports a PDF field type for document collection—applications, spec sheets, RFPs, and similar. Visitors upload directly to secure storage; files are scanned, text is extracted, and an AI summary is written to the lead record. Home and timeline alerts notify the assigned rep when a form with attachments is submitted, including when a returning visitor resubmits.
Shared Knowledge Base videos
Upload MP4 or WebM videos into the Knowledge Base, choose a transcription language, and YouEx.ai automatically generates a transcript. Once the transcript is ready, publish a shareable public link with a custom URL slug.
Viewers open a branded page where they can watch the video, open the transcript, and ask questions about the video—answers are grounded only in that transcript. Workspace branding (logo and colors) carries through to the share page. You can also deliver the share link through Web Agent offers, and Knowledge admin shows engagement analytics such as views, play and completion rates, transcript opens, and chat questions.
Shared videos are available on Team and higher plans, with per-workspace limits on how many videos you can store and how large each file can be.
See Shared Knowledge Base videos.
CRM expanded record dialog
On laptop and desktop viewports, Leads, Contacts, Companies, and Opportunities gain an Expand action that opens a full record dialog. Details sit on the left; the right pane shows tabbed content—Research, Actions, History, Email, and Routing for leads, with analogous tabs for other record types. The side panel remains for quick scanning; Expand is for deep work on a single record.
Website activity linked to leads
Anonymous visitor page views attach to leads across booking and browsing pathways—after a public booking, when a lead is captured mid-session, and across your site and YouEx-hosted booking pages. Reps see a fuller picture of what a lead looked at before and after identifying themselves.
Lead research
Lead research uses stronger identity signals—placeholder names no longer skew results, and structured identity from web search surfaces more reliably on the research panel.
Book It scheduling
Book It reads scheduling session state to decide when to appear, and understands relative date cues like "next Tuesday" or "this Friday" when the agent proposes a booking.
Trial and billing emails
Workspaces whose trial ends without a payment method receive a weekly reminder to add a card, with Start Plan Now surfaced in Settings. Payment confirmations send a single receipt email per invoice.
Embed widget customization
Embed chat font size can go as low as 10px, and font styling is scoped per widget instance so multiple embeds on one page don't interfere with each other. Form file pickers receive consistent styling across host sites.