v1.8.5 · Feature release
v1.8.5 adds a dedicated Help mode in Coach and expands the financial, Project and Growth questions users can ask. No breaking changes. No partner migration is required for existing hosted v1.8 integrations.
Release overview
This release adds product Help inside Coach and expands the financial and business context available in conversations. Users can ask financial questions across explicit periods, request longer cash-planning scenarios and get answers that separate recorded facts from estimates. Coach can also use exact saved Project, Growth and transaction context. Breaking changes: None. Deprecations: None.Coach Help
Coach now includes a dedicated Help option directly below Attach. Selecting it keeps the normal conversation experience while adding a visible@help marker, so users can see that they are asking about how the platform works.
Help answers use maintained guidance for the deployed product version. Supported behaviour, unsupported requests and unknown information stay distinct, and Help conversations remain available in normal chat history.
Financial questions
Users can ask Coach more detailed financial questions across longer time periods.- Users can ask about explicit transaction periods across all available history. Detail lists state their coverage and when more matching records exist.
- Rolling and trailing periods preserve the dates the user requested, including accurate treatment of partial boundary weeks.
- Cash-planning scenarios can extend beyond 12 weeks when current cash and enough transaction history are available. Longer horizons are labelled as assumption-based planning estimates with lower confidence further out.
- Recorded balances remain separate from projected balances. When current cash or transaction history is insufficient, Coach explains the limitation rather than creating unsupported figures.
- Coach keeps relevant public sources, requested answer formats and transaction-detail coverage clear in the final answer.
- Coach explains what information it could check and where gaps remain.
Projects and Growth
Users can ask Coach about a specific saved Project. Answers can include Project status, completed and total progress, the immediate next step, and the stored task hierarchy and completion criteria. When users compare saved Growth opportunities, Coach can also preserve their recorded impact, upfront cost, timing and uncertainty.Onboarding and Money
When onboarding cannot infer a supported country from tenant, website or registration context, the bank connection starts with Ireland and EUR. Explicit country choices and existing account currency still take precedence. Money actions and Active projects now expose distinct accessible names for their expansion controls while keeping the familiarView all and Show less labels.