New
Partner analytics is generally available. The partner portal now has a request-time, tenant-scoped 90-day view of order volume, current lifecycle funnel, paid-to-completed turnaround, service mix, revenue, and the evidence artifacts attached to the cohort. Evidence counts lead the product view and keep their exact semantics: sealed/notarized document rows and delivered shipment rows, not an inferred coverage percentage. Open Partner analytics, or read the complete analytics API contract for a selectable 1–366-day window and every funnel status.Playbooks API (limited release). Partners with access can list registry-owned automations and start them with typed form parameters. Callers select a registered key but can never submit workflow source or inject steps; values are validated and passed only as runtime arguments. The first playbook,approval_gate, waits up to 30 days for a human decision and resolves expired waits as expired. Playbooks are disabled by default, and both endpoints return 404 until enabled for the account. See the Playbooks API.New
Live carrier rates at checkout. Shipping is now rate-shopped against the destination address at order time: customers pick a speed tier with the real price and the carrier’s delivery date, postage is passed through at the quoted rate, and a disclosed handling fee is added on top. On the Order API this changed the quote shape — shipping is now two lines,ShippingCarrierRate + ShippingHandlingFee, and the postage amount varies by address. Flat-rate shipping is gone.Print & mail evidence tiers. “We print and mail it” now offers three mail classes, described by the proof they produce: Standard (no delivery proof), Certified (USPS proof of delivery), and Certified + return receipt (signed receipt returned to your record).Discount codes. Percentage and fixed-amount codes, applied at quote time and redeemed exactly once when payment clears. They appear on quotes and orders as a negative-amount Discount line.Standalone fax. A fax with a sealed transmission certificate can now be ordered on its own — supplying a destination number selects the service, and a fax-only order is priced as fax only.Fixed
GET /api/partner/mewith no credential now returns401(previously403).403is reserved for a valid session that has not linked a partner yet — the two cases were indistinguishable before.- The documented
linesexample and theservicesfield shape in the API reference were corrected to match what the API actually returns (PascalCase line types;servicesis a comma-separated flags string on order responses).
New
Order API. Partners can now place full sign / notarize / ship orders with their API key.POST /api/partner/orders takes the client’s own completed PDF (or a fill-online fill_token), prices the order server-side from the B2B price book with the partner’s subscription-tier discount applied automatically, and can mint the Stripe hosted-checkout session in the same call. List orders with GET /api/partner/orders, fetch one with GET /api/partner/orders/{code}, and mint checkout later with POST /api/partner/orders/{code}/checkout. Order state advances only via the verified Stripe webhook — minting a checkout session or landing on the success page never changes state. See the Order API guide.Order webhooks. Four new subscribable topics — order.created, payment.cleared, signature.completed, and shipment.delivered — deliver for orders created through the Order API, signed exactly like existing deliveries and echoing the partner’s external_reference for correlation. See webhooks.API-key webhook management. The /api/partner/webhooks management routes now also accept the bearer partner API key (previously dashboard-session only), so subscriptions can be managed server-to-server — from your own provisioning code or a Zapier zap.Updates
- New
POST /api/partner/webhooks/{id}/rotatereissues a subscription’s signing secret — shown exactly once — with a 24-hour dual-signature overlap so endpoints cut over without dropping verification. - New
GET /api/partner/webhooks/{id}/deliveriesreturns a metadata-only feed of recent delivery attempts.
AdminTrust & Safety
New
Agent actions review queue. The admin hub has a new Agent actions page that lists every action an AI agent has proposed on a Closing Room, with Approve or Reject on each one. Approve confirms before anything goes out (with an extra prompt when the action would send a partner update), and drafted content is displayed safely — never rendered as HTML.Pending actions on the admin hub. The admin home now shows an Agent actions tile with a live pending count, so reviewers can see at a glance whether anything is waiting.Updates
- When the concierge flags a Closing Room as needing human attention, the room is now automatically surfaced in the review queue as an internal note. Nothing is sent externally — it just makes the flagged closing easy to find and act on.
- Approving a partner update from the queue continues to use server-resolved recipients and the once-only delivery guarantee shipped earlier this week, so agents still can’t choose who a message goes to.
Trust & SafetyConcierge
New
Human review before anything leaves a Closing Room. When the concierge or another agent wants to take an outbound action on a room — for example, sending a partner update — that action is now proposed to an admin queue first. A human approves or rejects it, and only approved actions are executed. Agents never send on their own and never choose the recipient.Server-resolved recipients for partner updates. For approved partner updates, SignSealShip resolves the destination from the Closing Room itself — not from anything an agent supplied. Partners keep receiving updates the same way; the recipient is just guaranteed to be the room’s partner contact of record.Updates
- Approved partner updates are sent exactly once. Retrying an approval will not resend the message.
- Every partner update includes a compliance note so recipients can tell it went through review.
- Internal-only notes are supported as a separate action type, so admins can capture context on a room without sending anything externally.
ConciergePartner API
New
AI concierge, in every Closing Room. A first-party AI assistant is now available directly inside Closing Rooms. Signers and partners can ask about e-signing, notarization, shipping, and order status — and hand off to a human at any time. No third-party scripts, no cookies.Closing health advisory (partner-only). Partner dashboards now show a Closing health pill on each room — green (“On track”), amber (“Needs attention”), or red — with a short headline and detail. It’s AI-drafted from live room state (order stages, signer progress, whether a Closing Passport is sealed) and clearly labeled as a working note, not legal advice. Rooms without an advisory yet simply don’t show the card, so nothing changes for existing views.Updates
- The concierge is now grounded in live room data. It reads room status, every attached order with its live stage and requested services, and whether a Closing Passport is sealed, so its answers match what partners see in the dashboard.
- Every advisory carries a timestamp and a “needs human review” flag when the concierge is uncertain, so nothing gets over-claimed.
- Order stages surfaced in concierge replies now use plain-English labels (for example, “Awaiting signatures”, “Notarization scheduled”, “Shipped”) instead of internal status codes.
Fixes
- Room-level questions no longer fall back to per-order guesses when a room code is available. The concierge now reads the room directly and reports the full attached order set, including whether the room’s Closing Passport has been sealed.