> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/general-guidelines/roadmap.md).

# Roadmap

## How We Build and Ship

We're constantly building new features to make our platform more powerful and useful. Here's an overview of how we develop, test, and release new capabilities.

We follow a quarterly release cycle, delivering major feature updates throughout the year. At the end of each development cycle, we publish a stable release that brings together thoroughly tested features into a production-ready version.

Our roadmap is driven by customer feedback, industry trends, technological advancements, and evolving market needs. Because of this, feature priorities, timelines, and release plans may change. Some initiatives may be delayed, redesigned, or discontinued if customer demand shifts, priorities change, or emerging AI innovations require us to focus on higher-impact opportunities.

#### Release Stages

* **In Progress** – Actively under development. Closed Beta is expected by the end of **September 2026**.
* **Closed Beta** – Available to a limited group of selected customers for early validation and feedback.
* **Beta** – Available for broader customer testing before general availability.
* **Planned** – Approved for development and targeted to enter **Closed Beta on or before March 2027**.

We're committed to shipping high-quality features rather than rushing releases. Every milestone is designed to ensure reliability, gather meaningful customer feedback, and continuously improve the product before wider availability.

## New Products 

Products that are planned to be added in the upcoming version of Picky Assist 5.0 

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Appointment Booking  </td><td>Helps to manage appointments effectively without any 3rd party apps like Calendly</td><td>Planned</td></tr><tr><td>Instagram Comment Automation</td><td>Ability to auto-reply to Instagram comments and start direct messages </td><td>Planned</td></tr><tr><td>Agentic AI  </td><td>Agentic AI Integration with Picky Assist to Support the Entire Product Ecosystem, Powered by a Vector-Based Knowledge Base and Embedding Integration</td><td><mark style="color:$danger;">In Progress</mark></td></tr><tr><td>Mini Agentic AI Inside Flow Builder</td><td>Mini Agentic AI block inside the Flow Builder (Chatbot, Workflow &#x26; Funnels(</td><td><mark style="color:$danger;">In Progress</mark></td></tr><tr><td>Ecommerce Website </td><td>Provides a ready-to-use e-commerce website for business owners to showcase products, manage orders, and sell online efficiently.</td><td>Planned</td></tr></tbody></table>

## Modular CRM

Below are the features that are planned in the Modular CRM

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Invoicing &#x26; Line Items </td><td>Ability to create invoices or add line items into a module </td><td>Planned</td></tr><tr><td>Formula </td><td>Formula in module builder to calculate any data fields and show prefill </td><td>Planned</td></tr><tr><td>Dynamic Field Validations</td><td>Validate fields based on the data input and show/hide make mandatory or not based on the value in the data fields </td><td>Planned</td></tr><tr><td>Calendar View</td><td>New View to show records in a calender </td><td>Planned</td></tr><tr><td>Print Layouts</td><td>Create different layouts for printing data from modules </td><td>Planned</td></tr><tr><td>Meeting Module</td><td>Inbuilt Meeting module to sync all your calender</td><td>Planned</td></tr><tr><td>Mass Actions from Reports</td><td>Take quick actions from the analytics and reports section like Send Email, Send WhatsApp Message or Assign chat etc</td><td>Planned</td></tr><tr><td>Business Hours Settings against Project with Multiple Schedule</td><td>Abillity to create and manage multiple shifts for team members and handle automated task as per the shift of each team member</td><td><mark style="color:$danger;">In Progress</mark></td></tr></tbody></table>

## Flow Builder

Below are the features that are planned in the Flow Builder

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Web Channel Integration</td><td>Integrate chatbots into any webpage </td><td><mark style="color:$danger;">In Progress</mark></td></tr><tr><td>Facebook Channel</td><td>Build and publish a bot for Facebook Channel</td><td>Planned</td></tr><tr><td>Instagram Channel</td><td>Build and publish a bot for Instagram Channel</td><td>Planned</td></tr><tr><td>Omni Channel</td><td>Build once and publish in all channels with the Autotransformation feature with Omni Channel</td><td>Planned</td></tr><tr><td>Generative AI</td><td>Generate a Flow with a prompt like "Create a chatbot for sales funneling that collected name, email, company name, mobile number, and requirements" <br><br>Based on the prompt system will automatically generate a chatbot flow </td><td>Planned</td></tr></tbody></table>

## Smart Replies

Below are the works that are planned in Smart Replies

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Condition Wise Messaging</td><td>Send smart replies only if the contacts meet certain conditions like tag is help, VIP etc </td><td>Planned</td></tr><tr><td>Auto learn from Webpages</td><td>Auto learn from any given webpages</td><td>Planned</td></tr></tbody></table>

## Teambox

Below are the features that are planned for Teambox

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Email Channel</td><td>2 Way email integration as a channel into Teambox</td><td>Planned</td></tr><tr><td>Group &#x26; Tag Conversations</td><td>Group and tag conversations to easily track them later</td><td>Planned</td></tr><tr><td>Chat PDF Export</td><td>Export Chat as PDF and share via email</td><td>Planned</td></tr><tr><td>Star Messages</td><td>Star messages to quickly refer and reply </td><td>Planned</td></tr><tr><td>Internal Chats</td><td>Chats with internal team </td><td>Planned</td></tr><tr><td>Mentions</td><td>Mentioning Internal team members in the chat, CRM records</td><td>Planned</td></tr></tbody></table>

## WhatsApp E-commerce (Catalog)

| Feature                         |                                                                            |                                                 |
| ------------------------------- | -------------------------------------------------------------------------- | ----------------------------------------------- |
| Delhivery Integration/Logistics | Seamless integration of Delhivery and logistics services with Picky Assist | <mark style="color:$danger;">Closed Beta</mark> |
| Shopify Integration             | Integrating Shopify with Picky Assist                                      | <mark style="color:$danger;">In Progress</mark> |
| India Post Logistic Integration | Integrates India Post API for seamless logistic integration                | Planned                                         |

## Inbuilt New Apps

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>SIP</td><td>Connect any SIP account to make and receive calls from the Picky Assist platform</td><td>Planned</td></tr><tr><td>Google Sheets</td><td>Google Sheet as inbuilt App</td><td>Planned</td></tr><tr><td>Calendly</td><td>Calendly as Inbuilt App</td><td>Planned</td></tr><tr><td>Zoom</td><td>Zoom as an inbuilt App</td><td>Planned</td></tr><tr><td>Calenders</td><td>Google, Microsoft &#x26; Apple as inbuilt app</td><td>Planned</td></tr><tr><td>Facebook Form (Update)</td><td>Automatic Lead Handling from Facebook forms</td><td><mark style="color:$danger;">Closed Beta</mark></td></tr></tbody></table>

## Broadcaster&#x20;

Below are the features that are planned in the Broadcaster

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Email Channel</td><td>Email will be available as channel to send mass personalised email campaigns </td><td>On Hold</td></tr><tr><td>Repush from Report page</td><td>Option to repush the messages again from the report page</td><td>Planned</td></tr><tr><td>Option to Track template Website Call to Action buttons</td><td>Give the stats on how many users clicks and redirects to an external webpage from WhatsApp</td><td>Planned</td></tr></tbody></table>

## General Features

<table><thead><tr><th width="216.66666666666666">Feature</th><th width="345">Info</th><th>Status</th></tr></thead><tbody><tr><td>Notification Centre</td><td>A new notification center to see and manage notifications from any apps inside Picky Assist </td><td>Planned</td></tr><tr><td>Call Blaze </td><td>Android based SIM call tracking </td><td><mark style="color:$danger;">Beta</mark></td></tr><tr><td>Call Blaze </td><td>Android-Based SIM Call Tracking with Call Recording, AI Transcription, and Sentiment Analysis</td><td><mark style="color:$danger;">In Progress</mark></td></tr></tbody></table>


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