Changelog

What's new.

Release notes for the people using Momentum. Newest first. Deep links to the docs for anything worth exploring further.

Phase 37IntegrationFeature

Admin KB import for Confluence + GitBook

Workspace admins can now import a full Confluence space or GitBook project as a knowledge-base source in a single flow.

  • —Confluence space export parser with link + image rewrite
  • —GitBook project export parser with page-hierarchy preservation
  • —Both imports run as background jobs with per-article progress
  • —Re-import is idempotent (composite unique on workspace + URL)
Knowledge base docs →
Phase 36FeatureImprovement

Split onboarding + welcome notes refresh

Workspace setup is now split from per-user onboarding. New seed notes cover the current feature surface — WikiLinks, callouts, canvas, CaseAIde, KB search, runbooks, meetings, and more.

  • —Owner/admin wizard: workspace identity, default visibility, AI connection, KB sources, ticket integrations
  • —Member wizard: 2FA prompt, notifications, theme, calendar connect, daily-notes opt-in
  • —What's New note auto-created on first login and regenerated after 30-day absences
  • —Workspace-level AI disable toggle honors per-workspace policy
Phase 35FeatureAI

Customer intelligence + escalation handoff

Customer detail pages now aggregate open/closed counts, common issues, and most-used runbooks. New Escalate to L2 flow generates a structured handoff doc from case context.

  • —Handoff doc pulls what's been tried, current state, customer background, linked runbooks
  • —Escalation templates per tier (L1→L2, L2→L3, engineering)
  • —Handoff archived on the case for audit
  • —Customer detail aggregations built on the existing activity log
Case docs →
Phase 34Integration

Zendesk ticket integration

Bi-directional Zendesk sync ships with OAuth (recommended) and API-token auth. Status, comments, requester enrichment — all round-trip.

  • —OAuth authcode flow with per-subdomain state storage
  • —API-token fallback for workspaces that can't register OAuth clients
  • —Webhook + reconciler safety net (same as Freshdesk)
  • —Help Center ingestion via public /api/v2/help_center endpoint
For Zendesk teams →
Phase 33SecurityFeature

SAML SSO

Workspace-scoped SAML 2.0 SSO via @boxyhq/saml-jackson. Team plan and up. Verified domain ownership, JIT provisioning, account-takeover defense.

  • —Tested against Okta, Azure AD, Google Workspace, OneLogin
  • —Domain verification via DNS TXT with constant-time compare + rate limit
  • —Replay guard on top of jackson's NotBefore/NotOnOrAfter enforcement
  • —Two-step corporate login: email → continue → SSO or password reveal
SSO setup guide →
Phase 32Improvement

Public docs, blog, per-vertical landing pages

Docs site with seven sections, blog with long-form support-engineering content, per-vertical pages for Freshdesk / Zendesk / Jira SM / Intercom.

  • —Dynamic sitemap + robots + OG images
  • —JSON-LD structured data per page (SoftwareApplication, Organization, WebSite, BlogPosting, Product)
  • —Opt-in telemetry with allowlisted events + property sanitization
Open docs →
Phase 31AISecurity

CaseAIde PII defense-in-depth + voice control

Regex redaction for emails, phones, cards, SSNs, IPs, API keys, JWTs, and addresses. Optional Claude-based second pass masks names, companies, and identifiers.

  • —Luhn-validated credit card detection
  • —Area/group/serial-validated SSN detection
  • —Overlap deduplication via longest-span wins
  • —Tone selector: direct, formal, friendly, technical
  • —Reply templates: first response, resolution, escalation, follow-up
CaseAIde guide →
Phase 28FeatureAI

Runbooks as first-class objects

Runbooks now carry structured metadata — symptoms, preconditions, steps, resolution, tags. Semantic suggestions fire on every case.

  • —Five generic runbooks seeded on every new workspace
  • —Save case as runbook — Claude converts resolved cases to reusable procedures
  • —/runbooks list + structured editor with per-field editors
  • —Matches ranked by MAX cosine similarity + symptom-token overlap heuristic
Runbooks guide →
Phase 27IntegrationSecurity

Freshdesk ticket integration

First ticket-system integration ships. Bi-directional sync, webhook-driven, AES-256-GCM credential vault, loop prevention in two layers.

  • —Ticket-provider abstraction at src/lib/tickets/providers/
  • —Explicit source argument (user / import / webhook / reconciler)
  • —10-second dedup check before any outbound push
  • —Reconciler ticks every 10 minutes to catch dropped webhooks
For Freshdesk teams →
Phase 26Feature

Cases + Customers + case activity

Support-specific data layer lands. Cases, customers, case activity timeline, linked notes, SLA + escalation tiers, kanban + table views.

  • —Full CRUD for cases and customers with role-based scoping
  • —Activity timeline with typed events (status_changed, note_linked, escalated, etc.)
  • —Customer detail with open/closed cases split
  • —One-time migration adds Cases + Customers to existing users' sidebars
Cases docs →
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