Transparency
Feature board
What's planned — filled by us and from user feedback. We deliberately name phases instead of dates and separate "planned" from "shipped".
As of: 2026-10-12 (version 1.1.32) · Source: 👥 Team · 🙋 User feedback · Phase: Alpha
📋 Planned Beta
- Auto-routing / queues (rule-based ticket distribution)
- CSAT across all channels (not just email)
- Meta channels: choose your setup (via us or your own app)
- Deal pipeline & weighted forecast (expansion)
- Custom-field validation · import expansion
- Owner transfer (bulk)
- Telephony: multi-DID per brand · holidays · video calls over the internet
- Native Gmail/Outlook connection (OAuth)
- API keys: scopes/expiry/rotation · webhook signatures/retry
- Security log: search/filter/export
- Session/device management · regenerate 2FA recovery codes
- Report export / email digest
- Formal availability/failover guarantee (backup guarantee)
- Push notifications for new messages (app on your phone)
- Telephony on the phone: key tones (DTMF) during a call
- E-invoicing: ZUGFeRD/Factur-X as output
🔄 In progress
- Detailed step-by-step guides (docs expansion, DE + EN)
- Stability & cloud operations — ongoing maturing toward Beta
✅ Shipped
- Phone: changes to the phone system take effect within a few seconds — greetings, menus, extensions, number destinations
- Phone: every number reaches its own destination (with Zadarma the dialled number is recognised, otherwise the topmost number applies)
- Phone: greeting while it rings in ring groups, then forwarding after the set time (e.g. to your mobile) · greeting on entry for queues
- Another WhatsApp number: continue verifying, and put the verification call straight through to your own extension (10 min)
- Instagram replies (Direct messages, private replies, “Get started”) through the linked Facebook Page
- Fix undelivered messages yourself: “Connect channel →” and “Send again”; the 24-hour window explained clearly
- Confirmation windows in the CRM's own design instead of browser pop-ups — deleting works everywhere, also in embedded browsers
- “Connect Facebook & Instagram” creates the Page and the Instagram account as separate channels
- Facebook and Instagram comments also fetched directly: automatically every 5 minutes and with “Fetch now”
- Meta hub: WhatsApp profile, welcome message & conversation starters, QR codes, display name, PIN, blocking, costs according to Meta, another number, Messenger menu, Page info and Instagram conversation starters right in the CRM — a direct link with a guide for the rest
- Messenger and Instagram replies from the inbox are delivered; sending problems shown on the message
- One sign-in on crm.the-y.at: sign-in finds your workspace, switch between workspaces, “Forgot password”, sign-in address to copy
- VAT in the right month: accrual/cash basis and VAT return period per country, “Supplement to MM/YYYY”, date of receipt on receipts
- Finance up to your tax advisor: invoices locked on issue (number when issued, PDF with checksum), payments, open items, dunning, bank statement (camt.053/CSV), receipts + incoming e-invoices, journal, VAT preview, export (ZIP, DATEV, BMD), XRechnung, Swiss QR-bill
- Month-end close with a correction path: credit note and reversal
- WhatsApp templates: builder with phone preview, gallery of 14 templates (EN/DE/TR), status in plain language and real time
- WhatsApp status: traffic light per number, warning emails to admins, dashboard notice
- Posts for Facebook & Instagram: preview, format check, content calendar, templates
- Comments: view by post, reply publicly/privately, hide, delete, mark done
- Mobile: bottom navigation bar, chat view, softphone, installable as an app
- Demo = your own test environment (no sign-up, 24 h, nothing goes out)
- Consent for WhatsApp/SMS campaigns + STOP/START
- Inbound SMS: replies in the inbox (receiving address at your provider)
- Connect WhatsApp with one click, keep the Business app, stays connected, “We'll help you” (for customers once Meta has approved our app, Known Issues)
- Delete a contact permanently (GDPR) + trash
- Honest campaign numbers (sent, delivered, read, failed)
- Lifetime licence: perpetual self-hosting licence as a one-time purchase (€240 in Alpha/Beta, €480 from Live)
- Redeem partner/promo codes (e.g. AppSumo) → licence key instantly in the app + by email
- Built-in phone system for all plans (Free up to 200 min/month)
- Self-hosting: license key + guide (available now)
- 2FA (TOTP) + QR + remember device
- Edit your own profile (name/email/password, self-service)
- Personal brand-visibility filter (focus on chosen brands)
- Security log (audit log)
- AI: auto-triage · KB deflection bot
- Account reset/delete · data export (CSV)
- Global fuzzy search · SLA pause
- Marketing + tracking · booking .ics
- HTML email frame · inbox channel switch
Have a wish? Submit it as a logged-in user via the feedback widget in the app (category "Feature") — feature requests from feedback appear here with 🙋. For general questions or security reports, reach us at office@the-y.at. We deliberately don't give dates; the order may change.
