Changelog

Over the past few weeks, we’ve focused on making everyday ParlyReply workflows more reliable, predictable, and polished.

This release includes improvements across case labels, the Case List, Triage, Inbox, email handling, Settings, and onboarding. The result is a smoother day-to-day experience, with fewer confusing states, clearer feedback, and more dependable behaviour across the product.

Highlights

• Improved case labels, with fixes for adding, creating, renaming, searching, and updating labels.
• A smoother Case List, with better due date handling, clearer row icons, improved filters, avatar fixes, and better responsiveness.
• More predictable Triage behaviour, including fixes to navigation, filtering, and case creation.
• Improved Inbox and Case Detail flows, with clearer dialogs, better empty states, more reliable counts, and smoother deletion behaviour.
• More robust email handling, including improvements to bulk sending, message deletion, and failure handling.
• Better Settings and team management, including invite handling, mailbox uniqueness checks, and improved loading and error states.
• Improved constituent, recipient, and note flows with better error handling and more reliable save and search behaviour.
• Backend and reliability fixes covering database stability, import performance, search and recipient matching, authentication and session handling, and general hardening.
• Continued first-user readiness work, including onboarding, launch flows, and public-facing polish.

Exporter

We’ve added a new exporter in ParlyReply, making it much easier for you to get case, constituent, and label data out of the platform when you need it.

Exports can now be requested directly from settings, and the resulting CSV files are sent to your email address so data can be shared, reviewed, or moved into other workflows with less effort.

Add constituents from triage

When you are working in triage, ParlyReply can now extract constituent details directly from the email to help prefill the add constituent flow.

That makes it faster to create a constituent record from incoming correspondence without retyping details already in the message.

Other fixes and improvements

• Smoothed first-run setup for new workspaces so onboarding is clearer and key setup steps are easier to complete.
• Made bulk actions more reliable, reducing the chance of stale selections or inconsistent behaviour during larger case updates.
• Fixed a range of smaller UX issues across inbox and case flows, including polish improvements that make everyday actions feel more consistent.
• Strengthened reliability and security across case actions, bulk operations, and account protection.

We’ve improved the first-time user experience in ParlyReply so new teams can get oriented faster and start working with more confidence.

ParlyReply now does a better job of explaining the core workflow, making key setup tasks easier to discover, and reducing the amount of guesswork involved when a workspace is being used for the first time.

Other fixes and improvements

• Improved inbox and constituent pages so expired sessions are handled more cleanly, reducing broken or blank screens when you need to sign in again.
• Fixed editing flows across inbox and constituent pages so save failures now show clearer feedback instead of failing silently.
• Improved case lists so loading and empty states are clearer, and bulk actions no longer keep stale selections after filters or views change.
• Fixed My Cases filtering so assignee results are more reliable.
• Improved case creation and member invites with clearer validation and error feedback.
• Fixed sent-mail search and case-detail drafting issues so common actions behave more reliably.

We’ve introduced new importer tools in ParlyReply, making it easier to bring constituents and labels into your workspace from CSV files.

The new import flow gives teams a clearer setup path with column mapping, validation before import, and better handling for duplicate records so bulk data setup is easier to review and control.

Other fixes and improvements

• Improved case move handling so moving a case to a different constituent now works more reliably and keeps related case updates more consistent.
• Fixed case creation notifications so assigned cases now notify the right teammate more reliably.
• Improved case lists so filters stay in sync more reliably and loading states no longer briefly show an empty list message.
• Fixed inbox drafting so attachments are included properly, failed sends keep the draft open, and saved drafts retain the right case and reply context.
• Improved constituent pages with clearer empty states, better error handling, and more reliable loading if your session runs out.
• Simplified member invites so teams can now invite colleagues using just an email address.

We’re introducing the Archive to help keep case workspaces focused and free of bloat, making it easier to move completed or inactive cases out of the way without deleting them. This gives teams a cleaner view of active work, while keeping older cases accessible when they still need to be referenced.

Archived cases remain safely available, searchable, and can be restored at any time, so information stays easy to find without cluttering day-to-day casework.

Other fixes and improvements

• Fixed a bug that could stop some case lists from loading properly when extra preview information was shown.
• Improved title-sorted case lists so results load more reliably as you scroll.
• Fixed an issue where restored cases did not always appear where users expected.
• Fixed case priority so you can now set or clear it more reliably when creating or updating a case.
• Strengthened workspace protections so users can only update cases that belong to their own team.
• Fixed an issue where some constituent pages could fail to load correctly.
• Improved how our public website appears in search results and link previews.
• Made our Privacy, Terms, and DPA pages easier to find online.

Contacts are now available in ParlyReply, giving teams a clearer way to keep track of the people and organisations behind their casework.

Each contact now has a dedicated record where your team can keep core details and useful background in one place.

This makes drafting emails much easier, because your team can find the right person faster and work from the right context straight away.

Other fixes and improvements

• Fixed a bug with the AI Prompt page, which meant prompts were not creating or saving properly.
• Fixed email drafts so they no longer save as duplicate sent items. Email replies can now also be saved properly as drafts while keeping the original email context.
• Fixed the insert-original-message line in the email composer so replies are formatted more cleanly.
• Fixed sender details in email drafting, so the send-from address and label are no longer stuck on the test office.
• Fixed a bug where creating a case could fail.
• Fixed a bug that could stop documents uploading to cases.
• Fixed an issue where case status icons could appear empty in search results.
• Fixed the label last applied timestamp so it reflects when the label was actually applied, rather than when the case was last updated.
• Improved toast messages so they are clearer and better formatted.

We're rolling out AI Search in ParlyReply, giving teams a faster way to find answers across their casework.

Instead of relying on exact keywords or clicking through multiple records, you can ask questions in natural language and quickly surface the most relevant information in ParlyReply.

That makes it easier to pick up context, check previous work, and respond to constituent queries without losing time switching between pages.

AI Search is an important step towards making ParlyReply easier to work with at speed, and we’ll keep improving it over time.

Standard Lines

We’ve also introduced Standard Lines, giving your team a better way to create, manage, and reuse approved responses.

They come with a polished rich-text editor, so it’s easy to format content properly and keep commonly used replies clear, consistent, and ready to use.

Other fixes and improvements

• We’ve added Create case to the sidebar, so you can start a new case from anywhere in ParlyReply using the 'C' key.

This week, we’re launching the Global Command Menu.

It’s the fastest way to navigate ParlyReply and run actions from anywhere in the app. Open the menu, type what you need, and jump straight to the right place.

It’s designed to reduce clicks, speed up navigation, and help you get more done without breaking flow.

We’ll be adding more actions and shortcuts over time.

Other fixes and improvements

• We’ve added a Keyboard Shortcuts dialog to make shortcuts easier to discover and use across ParlyReply. You can also open the Global Command Menu at any time with Ctrl + K for faster navigation and actions.
• We’ve updated the Add Constituent dialog to make it easier to use, helping your team create constituents faster and capture more detail.
• We’ve added label merging, so you can now combine duplicate or overlapping labels more easily.
• We’ve fixed a grouping issue in My Cases that meant some cases were not always grouped correctly.
• We’ve fixed an issue on the Labels page where changes made in the Due Date dropdown were not being applied.
• We’ve also made UI improvements to the Standard Lines page.