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To Do

๐Ÿ“ Coming Soon: Notepad in EchoBase

We're introducing Notepadโ€”a simple, built-in space where you can jot down ideas, draft content, take notes during chats, or store quick thoughts without leaving EchoBase. Think of it as your personal scratchpad, always accessible and always tied to your workflow. โœ๏ธ What is Notepad? Notepad will provide a lightweight, persistent space for freeform writing. You can use it to: Take notes while chatting or working on a project Store ideas or to-do lists Draft messages or responses before submitting Keep track of key info across sessions ๐Ÿงช Planned Features ๐Ÿ“ Create and edit text notes within EchoBase ๐Ÿ“Œ One global Notepad accessible across chats and projects ๐Ÿ“‚ Optional project-specific notepads for focused note-taking ๐Ÿ’พ Autosave your notes in real-time ๐Ÿ“„ Rich text formatting (bold, bullets, headers, etc.) ๐Ÿ” Copy or move notes into a chat, prompt, or project ๐Ÿ‘ฅ Enterprise & Collaboration Support ๐Ÿง‘โ€๐Ÿ’ผ Enterprise users will have the ability to: Create shared notepads within Projects Enable team notes visible to project members ๐Ÿ” Permissions: choose between private, shared view, or shared edit ๐Ÿšซ Not Included in Initial Release No version history or note syncing with third-party apps (e.g. Google Keep, Notion) No note linking/tagging in phase one No mobile editing support initially (view-only) ๐Ÿง  Why Notepad? We know that thoughts donโ€™t always arrive in orderโ€”and switching apps to capture them breaks flow. Notepad will give users a dedicated space to think, sketch, or planโ€”without cluttering chats or losing context. ๐Ÿ“… Timeline Notepad is in the concept phase with design exploration underway. Development is expected to begin this quarter, with release targeting mid-2025. Want to know how Notepad works? Stay tuned here for updates.

TechOps 11 months ago

๐Ÿ’ก

Feature Request

To Do

โœ… Coming Soon: Tasks & Task Sharing

Weโ€™re introducing Tasks to EchoBaseโ€”bringing lightweight task management and collaboration directly into your workflows. Tasks are designed to help you and your team track action items, assign responsibilities, and follow through on work across chats, prompts, and projects. ๐Ÿ—‚๏ธ What Are Tasks? Tasks are simple, actionable items you can create, organize, and track across your workspace. Youโ€™ll be able to: ๐Ÿ“ Create to-do items linked to chats or projects ๐Ÿ“Œ Attach tasks to prompts, chats, or files for context โœ… Mark tasks complete as you make progress ๐Ÿ“… Optionally assign due dates or priorities ๐Ÿ‘ฅ Task Sharing & Collaboration ๐Ÿ”— Share tasks with team members or collaborators ๐Ÿ‘ค Assign tasks to specific users (Enterprise only) ๐Ÿ”” Notify others when a task is created or updated ๐Ÿงฉ View task activity inside related Projects or chat threads ๐Ÿงช Planned Features โž• Add tasks manually or through slash command (/task) in chats โฑ๏ธ Set deadlines, priorities, or tags ๐Ÿง‘โ€๐Ÿ’ผ Assign tasks to yourself or others ๐Ÿ—ƒ๏ธ Filter by project, status, or due date ๐Ÿ“ค Share tasks or lists with a public or team-only link ๐Ÿ” Track task progress within Projects or your dashboard ๐Ÿšซ Not Included in Initial Release No Kanban or drag-and-drop board view (planned later) No recurring tasks or dependencies in the first release No third-party sync (e.g., Notion, Asana, Trelloโ€”coming in future integrations) ๐Ÿง  Why Tasks? EchoBase is evolving from a reactive AI chat experience into a proactive workspace assistant. Tasks help you: Stay organized across long chats or ongoing projects Assign and delegate action items to reduce follow-up Maintain momentum between sessions or teams ๐Ÿ“… Timeline Task functionality is in early planning. Design and development are scheduled to begin in the next quarter, with phased testing to follow. Join the waitlist or follow this changelog for updates.

TechOps 11 months ago

๐Ÿ’ก

Feature Request

To Do

๐Ÿง  Coming Soon: Prompt Library & Prompt Sharing

Weโ€™re working on a new Prompt Library and Prompt Sharing system to help users create, organize, reuse, and share their most effective prompts. This feature is designed for both individual power users and enterprise teams looking to standardize workflows or speed up repetitive tasks. ๐Ÿ“š What Is the Prompt Library? The Prompt Library is a centralized space to: ๐Ÿ’ก Save reusable prompts for personal or team use ๐Ÿท๏ธ Tag and categorize prompts for better organization โœ๏ธ Edit and refine prompts over time ๐Ÿ“Œ Quickly insert saved prompts into any chat or project ๐Ÿ”„ What Is Prompt Sharing? Prompt Sharing enables collaboration by letting users: ๐Ÿ”— Share prompts via link (public or private) ๐Ÿ‘ฅ Share with your team (for enterprise plans) ๐Ÿงช Clone shared prompts into your own library for personal use or modification ๐Ÿ› ๏ธ Set access levels (view-only or editable) ๐Ÿงช Planned Features โœ… Save any prompt from chat to your Library โž• Create new prompts manually with a title, description, and tags ๐Ÿ” Search, sort, and filter prompts ๐Ÿ”— Generate shareable links to prompts ๐Ÿข For enterprise: share prompts across your org with controlled access ๐Ÿ” Set permissions: public, private, team-only, editable/view-only ๐Ÿšซ Not Included in Initial Release No AI-powered prompt generation or suggestions (planned for later) No analytics on prompt usage or effectiveness (future roadmap) No version history or rollback for prompts (initially) ๐Ÿง  Why Prompt Library & Sharing? Users often repeat tasks or structure responses in similar ways. This feature will: Reduce manual repetition Speed up workflows Improve consistency across users or teams Enable prompt discovery and inspiration within the community or org ๐Ÿ“… Timeline This feature is in the planning and early design phase. Development will begin later this year. A beta release is expected in the upcoming quarter. Want to help shape this feature or get early access? Follow this changelog for updates.

TechOps 11 months ago

๐Ÿ’ก

Feature Request

To Do

๐Ÿท๏ธ Coming Soon: Tags in EchoBase

Weโ€™re introducing Tags to help you better organize, filter, and navigate your chats, prompts, and projects inside EchoBase. ๐Ÿ“Œ What Are Tags? Tags will allow users to label and categorize content across the platformโ€”making it easier to group related items, search by topic, and stay organized. Youโ€™ll be able to apply custom tags to: ๐Ÿ’ฌ Chats โ€“ Tag conversations by topic, client, use case, or workflow ๐Ÿ’ก Prompts โ€“ Group reusable prompts by theme or function ๐Ÿ“‚ Projects โ€“ Add tags to better organize and filter your project list ๐Ÿงช Planned Features โž• Create and assign tags to chats, prompts, and projects ๐Ÿท๏ธ Multi-tag support per item ๐Ÿ” Filter by tag on relevant dashboards (e.g. โ€œshow all chats tagged โ€˜marketingโ€™โ€) โœ๏ธ Edit or delete tags across your workspace ๐ŸŒˆ Color-coded or styled tags for visual clarity (design under review) ๐Ÿ‘ฅ Enterprise Considerations Tags will be user-specific in the first release Enterprise-wide shared tags and tag management are planned for a future release ๐Ÿšซ Not Included in Initial Release No automated tagging based on content (may be added later with AI assistance) Tags will not yet be available for file uploads or analytics dashboards No tag-based permissions or access control (tags are organizational only) ๐Ÿง  Why Tags? As your workspace grows, staying organized gets harder. Tags help by: Allowing quick filtering by project or purpose Supporting non-linear organization (items can belong to multiple categories) Improving discoverability of older or related work ๐Ÿ“… Timeline Tags are currently in the design phase. Development is expected to begin soon, with rollout to early testers later this year. Join the waitlist or stay tuned to this board for updates.

TechOps 11 months ago

๐Ÿ’ก

Feature Request

To Do

๐Ÿ› ๏ธ Coming Soon: Projects in EchoBase

Weโ€™re excited to announce an upcoming feature: Projects, designed to help users better organize their work across chats, prompts, and tools. ๐Ÿ“Œ What Are Projects? Projects will introduce a powerful new way to group your workโ€”ideal for managing multi-step tasks, ongoing research, or keeping your workspace clean and focused. Each Project will act as a dedicated space where you can collect: ๐Ÿ’ฌ Related chats ๐Ÿ’ก Saved prompts ๐Ÿงฐ Reusable workflows and tools ๐Ÿ“„ (Coming later) Uploaded files tied to the context of the project ๐Ÿงช Planned Features Hereโ€™s what weโ€™re planning for the initial release: โž• Create and name new Projects from your dashboard ๐Ÿ”„ Move existing chats into a Project โœ๏ธ Set custom instructions specific to a Project (tone, format, focus) ๐Ÿ“Œ Keep Projects contextualized, so content and prompts influence only whatโ€™s inside ๐Ÿง‘โ€๐Ÿ’ผ Enterprise support for individual-use Projects (team sharing planned for future) ๐Ÿšซ What Wonโ€™t Be Available (Yet) No file uploads or Drive/OneDrive integration in the first release Projects will be individual-use only โ€“ not shareable across team members (initially) Mobile and macOS will offer view-only access; creating/editing will be web + Windows only ๐Ÿ“… Timeline Projects are in early planning and design. Development is expected to begin soon. Weโ€™ll share progress updates here and invite early testers when ready. ๐Ÿง  Why Projects? As your workflows grow, managing chats and prompts becomes harder. Projects will help you: Keep related work bundled together Reuse structured prompts and tools more efficiently Maintain clarity and context across sessions Join our waitlist or follow this changelog for updates.

TechOps 11 months ago

๐Ÿ’ก

Feature Request

In Review

๐Ÿงฉ Active Directory (AD) Integration Setup

Weโ€™re introducing support for Active Directory (AD) integration to help enterprise teams streamline user management and access control. ๐Ÿข Whatโ€™s Coming? With AD setup, organizations will be able to: Sync users and groups from their internal Active Directory Manage access and permissions centrally through their existing identity provider Enable single sign-on (SSO) for faster and more secure login experiences โš™๏ธ Setup & Access Available for Enterprise plans only Admins will be able to configure AD via the organization settings page Requires initial configuration of: Directory connection (LDAP/SAML or SCIM support) Admin credentials Sync frequency preferences ๐Ÿ” Benefits: Simplifies user provisioning and de-provisioning Ensures role-based access is aligned with org policies Improves security and compliance for enterprise customers Weโ€™re currently finalizing setup instructions and integration support. More details and a setup guide will be shared soon!

TechOps 11 months ago

๐Ÿ”ง Functionality Improvements

To Do

๐Ÿ’ฌ Chat Enhancements: Editable Chat Names + Prompts Button

Weโ€™re improving the chat experience to make it easier for users to organize and navigate conversations. โœ๏ธ User-Editable Chat Names Current Behavior: Chat titles are auto labeled with the agentโ€™s name, which can make it difficult to locate a specific conversation. Whatโ€™s Changing: Users can now rename chats by clicking an โ€œEditโ€ button next to the Delete option. Enterprise Users: Members can edit only the chats they own If no custom name is provided, the agent's name will continue to display by default. ๐Ÿ’ก New โ€œPromptsโ€ Button Weโ€™re also adding a โ€œPromptsโ€ button within each chat, giving users quick access to relevant or saved prompt templates for smoother interactions. These updates will make managing, finding, and working within your chats faster and more intuitive. Let us know what you think once it goes live!

TechOps 11 months ago

๐Ÿ’ก

Feature Request

In Review

๐Ÿ” Investigating Google Doc Integration Warning

We're currently investigating a warning users see when attempting to use our Google Docs integration: "Google hasnโ€™t verified this app. The app is requesting access to sensitive info in your Google Account. Until the developer verifies this app with Google, you shouldn't use it." โš ๏ธ Whatโ€™s Happening? Google displays this message when an app has not yet completed its OAuth verification process. This is standard for new integrations requesting access to certain types of Google data. ๐Ÿงช Temporary Workaround: To proceed if you trust the app: On the warning screen, click "Advanced" Then click "Go to echobase.ai (unsafe)" Follow the remaining steps to authorize access โš ๏ธ Only proceed if you are comfortable continuing with this unverified integration. We are actively working to resolve this. ๐Ÿ”ง Next Steps: Submit the app for Google OAuth verification Review and minimize requested scopes where possible Keep users informed once the app is fully verified Weโ€™ll remove this warning as soon as Google completes the verification process. Thank you for your patience and understanding!

TechOps 11 months ago

๐Ÿ”ง Functionality Improvements

๐Ÿšง Downgrade Experience: Query Blocked by โ€œToo Many Requestsโ€ Error

We're currently investigating an issue affecting some users after they downgrade their subscription plans. ๐Ÿงพ What Happened? A user downgraded from an Enterprise plan to a Professional plan and was unexpectedly blocked from running queries โ€” even after just a single request. The error displayed: โ€œToo many requests, try again laterโ€ The user also reported confusion around when their downgrade would take effect, expecting continued access to the higher-tier features until their billing cycle ended โ€” since they had already paid for it. โœ… Expected Behavior: Users who downgrade should still: Retain access to their original (higher-tier) plan limits until the end of their billing cycle. Be able to run queries according to the correct current plan limits. โš ๏ธ Current Behavior: Users may be rate-limited incorrectly right after downgrading. Downgrade timing and access changes are not clearly communicated. This creates confusion and may lead to loss of trust or churn. ๐Ÿ”ง Proposed Fixes: โœ… Investigate and correct rate-limiting logic for downgraded users. โœ… Ensure users retain functionality from their previous plan until the billing cycle ends. โœ… Improve in-app messaging during plan changes to clearly explain: What features are retained When the new plan limits take effect Weโ€™re working to resolve this ASAP and will post an update here once fixed. Thanks for your patience! ๐Ÿ™

TechOps 11 months ago

๐Ÿž Bug Fix

๐Ÿ’ณ Price Card Updates & Button Verbiage Improvements

Weโ€™re refining the billing page experience to better reflect a userโ€™s current plan and provide clearer actions based on their plan status. โœ… Whatโ€™s Changing? For Enterprise Members/Admins: Main Price Card CTA: The current enterprise plan card will now have a disabled grey button labeled โ€œCurrent Plan.โ€ This helps eliminate confusion and accidental clicks. Secondary CTA: A new โ€œLeave Groupโ€ button will appear below the Current Plan button. Styled like the "Cancel Subscription" button. Clicking it will prompt a confirmation dialog before leaving the organization. For All Users: Plan Tier Labeling Logic: On the billing page: For higher-tier plans, the CTA will say โ€œUpgradeโ€ For lower-tier plans, the CTA will say โ€œReduce Planโ€ The label โ€œSelectโ€ will be removed for better clarity These changes help users understand their plan status at a glance and make more informed decisions around billing actions.

TechOps 11 months ago

๐Ÿ”ง Functionality Improvements

โธ๏ธ Account โ€œOn Holdโ€ Functionality

Weโ€™re introducing new logic to gracefully handle accounts with billing issues or manual holds. ๐Ÿ“ Whatโ€™s Changing? Accounts that enter a billing lapse or are manually flagged will be placed โ€œon holdโ€ for a short period, during which all product features will be temporarily disabled. โœ… Key Behavior: Temporary Hold Periods: Enterprise accounts: 7-day hold after failed billing Individual users: 5-day hold after failed billing After the hold period ends, if billing is still unresolved, accounts will be moved to the Starter (free) plan. User Experience: On-hold users will see a dialog notification preventing feature access. Enterprise org members/admins will be notified when their organization is put on hold. This improves how we handle failed payments or paused accounts, giving users time to recover before losing access.

TechOps 11 months ago

๐Ÿ”ง Functionality Improvements

๐Ÿ› ๏ธ Upcoming Plan Management Improvements

Weโ€™re making plan changes smoother and fairer! Here's whatโ€™s coming soon: โœ… Better Cancellation Handling Current: Cancelling your plan drops you to the free tier immediately. Coming Soon: If you cancel your plan, you'll keep your current plan limits until the end of your billing cycle. โžก๏ธ No more sudden downgrade! ๐Ÿ“ฆ Smart Plan Switching (Upgrade/Downgrade) Whether you're upgrading or downgrading, your unused limits will follow you. Example Upgrade: Youโ€™re on the Individual plan with: ๐Ÿ—จ๏ธ Chats used: 10/30 ๐ŸŽจ Images used: 10/10 You upgrade to Professional. Instead of starting fresh, youโ€™ll get: ๐Ÿ—จ๏ธ Chats: 10/75 (30 + 45) ๐ŸŽจ Images: 10/30 (10 used + 20 new) These rolled-over limits last until the end of your new billing cycle. After that: your usage resets based on your new plan. โณ Status: In Progress Weโ€™re currently: Exploring Supabaseโ€™s support for automated limit resets ๐Ÿ” Building a new system to track and carry over limits ๐Ÿ’ก Youโ€™ll see this rolled out in the next few weeks. We'll keep this board updated!

TechOps 11 months ago

๐Ÿ”ง Functionality Improvements