YXAI.August26.02

Release period: August 25 – September 7, 2026

Summary

This release expands how teams share documents and compose outreach. Knowledge Base PDFs publish to branded share pages with in-document chat. CRM email drafting gains a rich composer with images, and campaign email topics can send copy as written. On the public side, Deploy settings offer finer control over chat appearance, and visitors can reschedule a booked meeting in the same conversation.

Shared Knowledge PDFs

Publish a ready PDF from the Knowledge Base to a branded public page. Viewers open an in-browser document viewer with an AI summary, document-scoped chat, and download. When sellers attach a published PDF or video to CRM email, the share page is the default link (download remains available as an opt-out). Engagement on the page—views, scroll, chat—feeds workspace analytics.

Find missing lead emails automatically

When a lead has no primary email, research can look one up—preferring a LinkedIn profile when available, otherwise name plus company or domain—and fill the empty email field. Addresses the seller already entered are never overwritten. Manual FullEnrich enrichment remains available separately.

Rich email composer for CRM outreach

CRM email drafting moves from plain text to a rich editor. Sellers can format messages and upload images into email-topic or workspace assets, so outreach from Leads, Contacts, and related flows can include branded visuals without leaving YouEx.

Send your topic copy as written (campaigns)

Email List campaigns gain Email Topic Verbatim: use the topic as written and only personalize the greeting. An optional Personalize intro adds a short AI opener while leaving the topic body untouched—matching the controls already available for one-to-one drafts.

More control over how your chat looks

Deploy settings are grouped into clearer sections—Launcher, Beckons, Hero, Chat panel, and Theme. You can set beckon font size, choose a chat typeface, use a borderless panel, and optionally drop the colored header bar for a typography-led chrome. Existing embeds keep their current look until you change these options.

Change a booked meeting without starting over

After a visitor books in chat, follow-ups like “How about Tuesday?” or “can we change it to 9am” reschedule the existing meeting instead of treating the request as a second booking. Works across Google, Outlook, and Calendly with provider-aware cancel and move behavior.

30-day trial invites with gentle reminders

Workspace-creation trial invites now last 30 days (previously 7) and send a staged reminder series until the invite is redeemed or expires, including a last-chance notice and a clear post-expiry call to action.