For the complete documentation index, see llms.txt. This page is also available as Markdown.

Roadmap

Explore the features we're building for you and what's coming next.

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

Feature
Info
Status

Appointment Booking

Helps to manage appointments effectively without any 3rd party apps like Calendly

Planned

Instagram Comment Automation

Ability to auto-reply to Instagram comments and start direct messages

Planned

Agentic AI

Agentic AI Integration with Picky Assist to Support the Entire Product Ecosystem, Powered by a Vector-Based Knowledge Base and Embedding Integration

In Progress

Mini Agentic AI Inside Flow Builder

Mini Agentic AI block inside the Flow Builder (Chatbot, Workflow & Funnels(

In Progress

Ecommerce Website

Provides a ready-to-use e-commerce website for business owners to showcase products, manage orders, and sell online efficiently.

Planned

Modular CRM

Below are the features that are planned in the Modular CRM

Feature
Info
Status

Invoicing & Line Items

Ability to create invoices or add line items into a module

Planned

Formula

Formula in module builder to calculate any data fields and show prefill

Planned

Dynamic Field Validations

Validate fields based on the data input and show/hide make mandatory or not based on the value in the data fields

Planned

Calendar View

New View to show records in a calender

Planned

Print Layouts

Create different layouts for printing data from modules

Planned

Meeting Module

Inbuilt Meeting module to sync all your calender

Planned

Mass Actions from Reports

Take quick actions from the analytics and reports section like Send Email, Send WhatsApp Message or Assign chat etc

Planned

Business Hours Settings against Project with Multiple Schedule

Abillity to create and manage multiple shifts for team members and handle automated task as per the shift of each team member

In Progress

Flow Builder

Below are the features that are planned in the Flow Builder

Feature
Info
Status

Web Channel Integration

Integrate chatbots into any webpage

In Progress

Facebook Channel

Build and publish a bot for Facebook Channel

Planned

Instagram Channel

Build and publish a bot for Instagram Channel

Planned

Omni Channel

Build once and publish in all channels with the Autotransformation feature with Omni Channel

Planned

Generative AI

Generate a Flow with a prompt like "Create a chatbot for sales funneling that collected name, email, company name, mobile number, and requirements" Based on the prompt system will automatically generate a chatbot flow

Planned

Smart Replies

Below are the works that are planned in Smart Replies

Feature
Info
Status

Condition Wise Messaging

Send smart replies only if the contacts meet certain conditions like tag is help, VIP etc

Planned

Auto learn from Webpages

Auto learn from any given webpages

Planned

Teambox

Below are the features that are planned for Teambox

Feature
Info
Status

Email Channel

2 Way email integration as a channel into Teambox

Planned

Group & Tag Conversations

Group and tag conversations to easily track them later

Planned

Chat PDF Export

Export Chat as PDF and share via email

Planned

Star Messages

Star messages to quickly refer and reply

Planned

Internal Chats

Chats with internal team

Planned

Mentions

Mentioning Internal team members in the chat, CRM records

Planned

WhatsApp E-commerce (Catalog)

Feature

Delhivery Integration/Logistics

Seamless integration of Delhivery and logistics services with Picky Assist

Closed Beta

Shopify Integration

Integrating Shopify with Picky Assist

In Progress

India Post Logistic Integration

Integrates India Post API for seamless logistic integration

Planned

Inbuilt New Apps

Feature
Info
Status

SIP

Connect any SIP account to make and receive calls from the Picky Assist platform

Planned

Google Sheets

Google Sheet as inbuilt App

Planned

Calendly

Calendly as Inbuilt App

Planned

Zoom

Zoom as an inbuilt App

Planned

Calenders

Google, Microsoft & Apple as inbuilt app

Planned

Facebook Form (Update)

Automatic Lead Handling from Facebook forms

Closed Beta

Broadcaster

Below are the features that are planned in the Broadcaster

Feature
Info
Status

Email Channel

Email will be available as channel to send mass personalised email campaigns

On Hold

Repush from Report page

Option to repush the messages again from the report page

Planned

Option to Track template Website Call to Action buttons

Give the stats on how many users clicks and redirects to an external webpage from WhatsApp

Planned

General Features

Feature
Info
Status

Notification Centre

A new notification center to see and manage notifications from any apps inside Picky Assist

Planned

Call Blaze

Android based SIM call tracking

Beta

Call Blaze

Android-Based SIM Call Tracking with Call Recording, AI Transcription, and Sentiment Analysis

In Progress

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