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.
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.
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.