← Changelog
v1.15

Shared conversations in real time

Share a conversation with your advisor, see messages and typing activity live, and include mentions and attachments.

ChatCollaborationFiles

Now you can

  • Share an existing conversation with your advisor
  • See new messages and typing activity without refreshing
  • Mention people and include attachments in shared notes

New

  • Share a conversation with your advisor while keeping its full history and context together
  • Mention participants directly in a shared conversation when you need their attention
  • Add files and references to messages written by you or your advisor

Updates

  • Shared conversations now update live as messages arrive and show when another participant is typing
  • Chat combines the steps for a running response into one clear activity bubble
  • Mentions notify only the people you tag, keeping shared-conversation alerts more focused

Bug fixes

  • Chat waits for an uploaded file's processed content before trying to read it, making new attachments more dependable

Tax and financial planning in one place