YXAI.September26.02

Release period: September 22 – October 5, 2026

Summary

This release refreshes the signed-in YouEx app, adds lead pipeline stages with a kanban board, and expands how teams sell and schedule. Hosted Buy Pages connect Stripe Checkout to lead capture. The Digital Executive Assistant gains a first-class email address, multi-calendar booking, morning briefings, and calendar meeting lead import. Company research is richer, and emailed files report when they are opened.

New YouEx app look and navigation

The signed-in app moves to a light shell: desktop sidebar, Customer Relationships / Agent Studio switcher, refreshed CRM cards and list/detail layout, and Outreach navigation as Email Topics → Email Sequences → Email Lists. Mobile primary navigation moves under the header with icons; the bottom tab bar is removed. Home reminders and scheduled actions use the new row treatment. Workspaces with Custom Branding still replace the default accent colors.

Lead pipeline stages (kanban)

Leads gain lifecycle stages—New → Engaged → Sales Ready → Converted, plus Disqualified—separate from Cold / Warm / Hot / VIP tier. The Leads page adds a list/kanban toggle, stage filters, column visibility, and drag-and-drop. Moving a lead into Converted can prompt full contact, company, and opportunity conversion, or leave the stage as Converted if you choose Not now.

Buy Pages

On Team and higher plans, admins connect Stripe, configure a branded hosted offer in Agent Manager, and publish at /buy/.... A buy button, Form Concierge, or web agent can open Stripe Checkout on the connected account; paid checkouts create or update a lead with source Buy Page.

Email your Digital Executive Assistant

Each workspace gets a first-class assistant address on the shared or custom domain (for example {workspace}@mx.youex.ai). CC or To the assistant to book meetings or log leads; invitees on an active thread can pick times. Workspace Settings shows the copyable address when receiving is live. Anyone on a thread can send END RUN as the first sentence to permanently stop replies; a configurable assistant signature explains the beta and how to stop the thread.

Book times that work for the whole team

Same-workspace scheduling intersects connected teammate calendars inside the host’s working hours, names people without calendars, and can negotiate times with another workspace’s assistant on the same thread without double-booking. Attendees or calendar owners can ask the assistant to add guests to an existing Google or Outlook meeting from email.

Leads from your calendar meetings

A morning job scans connected Google and Outlook personal calendars, finds external guests not already in YouEx, and creates Leads with source Calendar Meeting—with caps and filters for colleagues and rooms. When the workspace enables the feature, new and unchosen calendars default on; users still control opt-in per calendar in Profile.

Morning briefing for your day

When calendar lead import is enabled and the user opts in, YouEx sends one morning email at the CRM reminder time: a day overview, today’s meetings with guest research snippets and links, and due CRM reminders. Empty days send nothing; users without the gates keep reminder-only mail.

Richer company research

Company research targets headquarters, year founded, headcount, ownership, revenue estimates, and fundraising. Automatic company create, Salesforce sync, and MCP refresh use the dedicated company pipeline instead of person-shaped research.

See when emailed files are opened

Opening a file from a CRM email logs a File opened action—time on page, scroll, clicks, video progress, and share-page chat. Lead Converter uploads also accept Word, Excel, and PowerPoint for download attachments (not AI-indexed).

Kit on your website chat

Optional Deploy toggles perch Kit on beckons and/or the open chat panel—live settings, no snippet recopy. Clicking Kit plays a short seasonal animation; reduced-motion visitors skip it.

Connect Salesforce from Integrations

Admins and owners on a Salesforce-entitled plan can connect, inspect, and disconnect Salesforce from Workspace Settings → Integrations. Sync filter language gains is not blank for presence-style filters.

Clearer Workspace Settings

Settings split into General, Billing, Digital Executive Assistant, Integrations, and Custom Fields, with clearer assistant-address copy and Billing deep links that open the right tab.

Manage email lists from ChatGPT (MCP)

MCP tools can create, update, and delete email lists and add or remove members—including by tags or date range—using the same membership rules as the CRM UI.

Post-submit chat can send visitors elsewhere

The Form Concierge Post-submit chat message can include markdown links (for example to Stripe Checkout). Visitors see the label; the URL opens in a new tab—in Test, Deploy preview, and the public embed.

One-email sequences and delayed re-engagement

Sequences can be a single email (still with a wait). Returning Visitor Send Email playbooks gain an optional Send delay so the alert is immediate but the email waits.