Skip to content

Changelog

Ask about this page ChatGPT Gemini Claude

Weekly summaries of what shipped in Halyard, from most recent to oldest.


Week of Sep 14 — Team plan repriced, work streams and weekly digests arrive

Section titled “Week of Sep 14 — Team plan repriced, work streams and weekly digests arrive”

The Team plan gets a new price, and two new admin tools round out a busy week. Free plan limits are now enforced and annual billing is live, workspace admins can now group ongoing work into “work streams,” and everyone can get a weekly email recap of what they and their team worked on.

  • The Team workspace band moves from $349 to $449 per month ($379/mo billed annually, previously $299). Nothing else about the band changes: still up to 25 people, unlimited human members, all source connectors, full graph history, 25,000 agent queries a month, and teammate routing included.
  • Existing Team subscribers keep their price — if you’re already paying $349/mo, your subscription is grandfathered and nothing changes on your invoice.
  • Free, Growth and Business prices are unchanged — $0, $999/mo and from $2,499/mo respectively.
  • The Free plan’s limits are now real. They were always on the pricing page; now the product honours them. Free workspaces get 2 source connectors, search over the last 90 days of the graph (older entries are kept, just not searched), 2,500 agent queries a month (a warning at 80%, agents pause at 100%), and 10 teammate resolutions a month. Every limit shows an upgrade path where it bites — in Settings → Billing, on the Integrations tab, and inside the MCP response your agent sees. Paid plans are unchanged: their quotas stay fair-use and nothing is cut off.
  • Usage meters in Settings → Billing now show where you stand against each limit, and warn when your workspace has outgrown its band (a nudge, never a block).
  • Annual billing is live — Growth and Business can be bought annually at the prices the pricing page has quoted since July; Team annual follows once its new price is set up.
  • Honest plan cards — SSO and SCIM have come off the Growth and Business feature lists until they exist. The audit log, which does exist for every workspace admin, is now listed on Growth.
  • Work streams (admin) — workspace admins can now define named “work streams” (a project, a team, an initiative) and set rules for which repos, Linear teams/projects, Slack channels, or PR labels roll up into each one. Halyard suggests rules based on recent activity and lets you dry-run a rule before saving.
  • Weekly email digest — everyone can now get a “Your week” email summarizing what they touched, and admins can opt into a “team’s week” wrap-up for the whole org. Both send Friday afternoon, with a one-click unsubscribe.
  • New admin analytics — the admin “What’s working” page now charts knowledge base growth over time and how many distinct people and tools (MCP, API, CLI) are actively using Halyard.
  • Summary-only Slack thread capture (opt-in) — workspace admins can now let Halyard summarize public Slack channel threads into searchable knowledge without ever storing the raw messages. Off by default — turn it on per channel from the Channels page.
  • Sharper, more accessible design — text throughout the app now follows a more consistent type scale, and dark mode’s secondary and tertiary text has been brightened to meet accessibility contrast standards, so it’s no longer too faint to read comfortably.
  • General page polish — property panels, filters, and other compact controls got a visual tidy-up across the app.
  • Fixed: names showing as “Unknown” — team members without a display name (common for magic-link sign-ups) now show their email everywhere a name would otherwise appear blank — team page, billing, calendar, mentions, and more.
  • Fixed: calendar privacy and permissions — Google Calendar now discloses its data use up front when you connect, and calendar sync more strictly enforces which scopes and privacy settings actually apply.

Week of Sep 7 — Agents save their own work, calendar syncs in real time

Section titled “Week of Sep 7 — Agents save their own work, calendar syncs in real time”

Your coding agents now write themselves into the knowledge graph. Every supported coding agent uploads its session automatically when it finishes, agent skills sync in as searchable knowledge, and calendar sync moved from periodic polling to instant, real-time updates.

  • Coding agent sessions save themselves — Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and Grok Build now upload their session transcripts automatically when a session ends, correctly attributed to the right project and organization, with no manual sync step required.
  • Agent skills become searchable knowledge — skills your coding agents already use (SKILL.md files) now sync into your knowledge base automatically, with a dedicated page showing what each one does and which files it includes. Agents can also save a skill they just wrote straight from chat.
  • Agent time and spend, on the record — sessions from these agent clients now show up on /calendar and in weekly reports with duration, turn count, and estimated cost, right alongside PRs and meetings. The old activity feed on /metrics is gone, fully replaced by /calendar.
  • Related work surfaces alongside knowledge — search and explore results, in the web app and for AI agents, now show how much related activity (PRs, tasks, meetings) is linked to a knowledge entry, so it’s obvious at a glance what’s actively being worked on.
  • Set your availability and opt out of routing — Settings → Notifications now has a real “Route teammate questions to me” switch and an Online / Away / Do not disturb status. Turn routing off or mark yourself away and Halyard stops sending you Slack questions. AI agents and the CLI can set this on your behalf too, just by you saying so.
  • Teammate answers save themselves, and reach more people — when a colleague answers a question routed to them in Slack, their reply is now automatically written up as a knowledge entry instead of just relayed once. Unanswered questions now fan out to up to 3 reachable teammates instead of just one.
  • Calendar sync moved to real time — Google and Microsoft Calendar now sync the moment something changes instead of on a periodic poll, alongside a simplified calendar connection card.
  • Notion shows its work — the Notion connection card now shows how many pages have been imported and its current sync status, plus a “Sync now” button.
  • A friendlier home page — the home screen now greets you by name and time of day instead of leading with a keyboard-shortcuts slogan.
  • Fixed: false “no microphone” warnings — the desktop app no longer warns that your mic isn’t picking up sound just because you were quietly listening rather than talking.

Week of Aug 31 — Multi-calendar sync, and Haly learns the product

Section titled “Week of Aug 31 — Multi-calendar sync, and Haly learns the product”

Calendar syncing got a lot more capable, and Haly stopped guessing about Halyard itself. You can now choose exactly which calendars sync (not just your primary one), meeting links and details carry through to recording, and the AI assistant answers product questions from real documentation instead of making things up.

  • Pick which calendars sync — Settings now has a “Manage calendars” picker for both Google and Microsoft, so you can sync any of the calendars you own instead of only your primary one.
  • Meeting join links, right where you need them — desktop and mobile recording now show an accessible “Join” button pulled straight from the calendar event, and synced events carry richer details (time, response status, video-call link).
  • More reliable calendar sync — sync failures caused by an expired sign-in or misconfiguration now fail clearly and stop retrying forever, instead of quietly hanging.
  • Haly knows Halyard — the AI assistant now checks real Halyard documentation when you ask how something works, instead of inventing features that don’t exist. The same lookup is available to MCP-connected coding agents as a new tool.
  • Faster answers from Haly — swapped the chat model under the hood from Kimi K2.6 to GPT-5.6 Luna, which streams responses roughly 4x faster at the same quality.
  • Fixed: Slack “connect your account” false alarms — teammates whose Slack workspace had accidentally gotten linked to two different Halyard orgs could get a “please connect your account” reply from Haly even though they were already linked correctly. Fixed, and re-linking a workspace that’s already claimed elsewhere is now blocked outright.
  • Cleaner calendar cards — Google and Microsoft Calendar now show their real logos and tidier two-line descriptions in Settings, and the manual “Sync now” button is gone since syncing now happens automatically in the background.

Week of Aug 24 — Inbox goes fully automatic, plus a Workspace redesign

Section titled “Week of Aug 24 — Inbox goes fully automatic, plus a Workspace redesign”

The inbox review queue is gone — AI now triages everything instantly. Alongside that, every knowledge entry moved into one filterable Workspace view, you can now link a second account and switch between organizations, and meeting transcripts learned to use people’s actual names.

  • Inbox is now fully automatic — AI-suggested knowledge no longer waits in a 24-hour human review queue. An AI librarian reviews it immediately and either files or dismisses it. In its place, a new activity view shows everything the AI filed or dismissed and why, with one-click restore for anything wrongly dismissed.
  • Workspace view — every knowledge entry now lives in one filterable table (by type, owner, or tag) with a toggle to switch to a visual graph of how entries relate to each other. Replaces the old scattered document tree in the sidebar.
  • Switch between organizations — link a second Halyard account (say, a second company you work with) from Settings, then switch between workspaces from the sidebar or a quick ⌘K dialog — on web, desktop, and iOS.
  • Meeting transcripts use real names — recordings now automatically resolve “Speaker 1” or “Them” into actual names, using the recorder’s identity and the calendar event’s attendee list, with the desktop app showing who’s on the call as you record.
  • Microsoft (Outlook) Calendar now syncs, alongside Google Calendar — connect it the same way from Settings.
  • Notion activity now counted — page creates and edits in your connected Notion pages now show up in Calendar and metrics, including two months of retroactive history that was previously invisible.
  • Downloadable brand kit — logos, app icons, and lockups are now available for press/media use on the /brand page.
  • Groundwork: connecting Atlassian — an early, admin-only setup flow let a workspace owner link an Atlassian site and choose which Jira projects and Confluence spaces to include. At the time, content did not flow into Halyard; selected Confluence knowledge and content-free Jira activity were added later.
  • Fixed: archived documents leaking into search — an archived knowledge entry could still turn up in search results and the knowledge graph. Now properly excluded everywhere.
  • Fixed: garbled meeting summaries — some meetings got a summary that just complained the recording was “too fragmented to summarize” instead of an actual summary. Meeting summaries now always produce a proper write-up. Also fixed: desktop app “View in app” links pointing at a dev address instead of the real site in shipped builds.
  • Fixed: duplicate people in Calendar and metrics — accounts that weren’t linked up could show the same person as several separate rows. Linear activity now auto-links to your account by email, and a monthly cleanup job resolves lingering duplicates automatically.

Week of Aug 17 — Custom MCP connectors and a new Calendar view

Section titled “Week of Aug 17 — Custom MCP connectors and a new Calendar view”

Halyard can now talk to almost any tool. A Beta connector lets you plug in any custom MCP server and hand its tools to Haly, and a brand-new /calendar page shows your team’s daily work laid out alongside their meetings.

  • Connect any MCP server (Beta) — workspace admins can connect a custom MCP server (an internal tool, another SaaS product, anything that speaks the protocol), and its tools become available to Haly in both the web app and Slack, right alongside Halyard’s built-in ones.
  • New Calendar page — /calendar shows a month grid and a people-by-day matrix of what work happened when: PRs, tasks, and notes overlaid with meetings. Includes a report generator with CSV export, handy for R&D or performance write-ups.
  • Ask and Properties panels push instead of cover — opening the Haly chat panel or a document’s Properties panel now shrinks the page to make room instead of floating over it, so nothing gets hidden underneath. On phones, Page and Ask become two tabs you flip between.
  • Contact and Company added to the create menu — the ⌘⇧N “new” menu now includes Contact and Company alongside the other document types.
  • Browse recent work on mobile — the iOS app gained a read-only view of recent org activity, and remote (desktop-recorded) meeting summaries now open right in the app instead of linking out to the browser.
  • Haly can write knowledge directly from chat — the in-app and Slack chat agent can now create and correct knowledge documents mid-conversation, not just record a summary of work just done.
  • Cursor setup got simpler — the Cursor connect guide now leads with one-click plugin install instead of manual config file editing.
  • Fixed: editor background wasn’t quite white — light mode’s document editor now renders as clean white instead of a warm off-white.

Week of Aug 10 — Team rename, safer sign-in, and a self-updating desktop app

Section titled “Week of Aug 10 — Team rename, safer sign-in, and a self-updating desktop app”

“Experts” became “Teammates” throughout the app. Alongside the rename, Microsoft sign-in got a security fix, new documents now open instantly, and the desktop app learned to update itself.

  • “Experts” are now “Teammates” — renamed throughout the app, Slack, docs, and tool descriptions (Ask an Expert is now Ask a Teammate). Wording only — nothing about how it works changed.
  • Microsoft sign-in hardened — fixed a security issue in how managed Microsoft accounts were validated at login.
  • New docs open instantly — creating a document now drops you straight into the editor instead of waiting on a server round-trip first.
  • “Ask about this page” links — every docs page now has a one-click link that opens Haly with a question about that page already queued up.
  • Desktop app updates itself — it now checks for updates in the background and offers a one-click restart, instead of requiring a manual redownload.
  • Redesigned meeting report on desktop — the saved-summary screen now puts the report front and center, with proper formatting instead of raw markdown symbols; the meeting chat moved into a popover instead of sitting permanently visible (and empty) alongside it.
  • Private knowledge entries from Haly — work summaries Haly writes on your behalf can now be filed as Private instead of only workspace-visible.
  • Small fixes and groundwork — sidebar filter and search icons were slightly off-center, now fixed; Codex CLI session syncing, which previously failed outright, actually works now; a background sweep makes sure every knowledge entry stays searchable; new MCP tools let agents set a document’s privacy or share it directly; the admin usage dashboard gained a 30/90/180-day view selector; and new Linear and Notion pages landed on the integrations section of the marketing site.

No user-facing changes shipped this week.


Week of Jul 27 — Meeting recording gets a major upgrade

Section titled “Week of Jul 27 — Meeting recording gets a major upgrade”

Meeting recording got a full rebuild across desktop and mobile. Recording now shows a live mic meter, catches microphone problems as they happen, links up with your calendar, and turns your typed notes into part of the summary — with a new way to chat about any meeting afterward.

  • Redesigned recording surface — Recording a meeting on desktop or mobile now opens a focused window with a live audio level meter and a notes pane, so you can see your mic is picking up sound and jot notes in the moment instead of after the fact.
  • Mic health warnings — Both apps now watch for a silent or disconnected microphone while you’re recording and show a warning banner. Recording keeps going either way — you just won’t be surprised by a blank transcript afterward.
  • Calendar-aware summaries — Meetings now link to the right calendar event automatically (or let you pick one manually), and that event’s title and attendee list feed straight into the AI summary instead of being guessed from the transcript.
  • Your notes make it into the summary — Anything you type in the notes pane while recording is preserved word-for-word in the final summary, and the AI writes a noticeably better summary when you’ve left good notes even if the audio transcript is thin.
  • Ask about this meeting — A new in-app chat on mobile lets you ask follow-up questions about any meeting you’ve recorded, right from its summary.
  • Easier to find and share meetings — Mobile’s meeting list is now grouped by day (Today, Yesterday, and so on), summaries render as properly formatted text instead of raw markdown symbols, and you can share a meeting’s link directly from the app.
  • Expert answers relayed correctly in Slack — Fixed a bug where a human expert’s answer to a routed question sometimes got pasted back word-for-word instead of being turned into a proper, contextualized reply.
  • Metrics timeframe selector — The metrics page (and the matching tool available to AI agents) now let you pick 8 weeks, 3, 6, or 12 months of history, with trends bucketed to match.

Week of Jul 20 — Chat with your meetings, plus Microsoft sign-in

Section titled “Week of Jul 20 — Chat with your meetings, plus Microsoft sign-in”

Meetings became conversational. Open any captured meeting in the desktop app and chat with it — ask for a follow-up email, a list of action items, or a TL;DR, pulled straight from the transcript. Alongside that, sign-in got a new option, and quiet groundwork began on a mobile app for capturing meetings on the go.

  • Chat with your meetings — The desktop app now has a dedicated pane for any recorded meeting where you can ask questions and get answers grounded in the transcript, plus one-click prompts for a follow-up email, action items, or a TL;DR. Your conversation is saved, so you can pick it back up later.
  • Recent meetings pane — The desktop app now keeps a running list of your past captures, so recordings stay reachable after you close the review window instead of disappearing.
  • Microsoft sign-in — You can now log in to Halyard with your Microsoft account — the first step toward broader Microsoft 365 integration.
  • Definitions as a knowledge type — Halyard can now store and surface glossary-style definitions (like what a company-specific term or acronym means), alongside decisions, work notes, and other knowledge.
  • Smarter expert routing — Questions routed to a colleague via Halyard no longer bounce back to you if you happen to be the closest match, and Halyard now automatically resumes the conversation and correctly credits the right person once an expert replies in Slack.
  • Quieter navigation and editor chrome — The sidebar’s home button and knowledge-browsing toggle merged into a single control, the docs editor’s two toolbars combined into one header row, and the “live” connection indicator now only shows up when something’s actually degraded — less visual noise throughout.
  • Tidier Types browsing — The Types section in the knowledge browser now stays pinned in place and lists entries in a cleaner table layout.
  • Mobile app groundwork — Early work started on a companion iOS app for capturing meeting audio from your phone, with secure sign-in and background recording. It’s not available yet, but the backend plumbing (audio upload and transcription) is already in place.

Week of Jul 13 — Live docs and document sharing

Section titled “Week of Jul 13 — Live docs and document sharing”

Docs now update live, and conflicts between editors are handled gracefully. Real-time updates replaced most of the app’s background polling, a new review flow keeps simultaneous edits from clobbering each other, and documents got proper sharing controls.

  • Live-updating docs — Docs, inbox, questions, and activity feeds now update instantly when something changes elsewhere in your workspace, instead of waiting on a periodic refresh. A small status dot shows whether you’re live, reconnecting, or offline.
  • Conflict-safe editing — If someone else edits a doc while you’re mid-edit, Halyard now pauses your autosave, shows you what changed, and lets you review the other version or overwrite it with yours — no more silently losing work to a race with a teammate.
  • Document sharing & visibility — Set any doc to Private, Restricted, or Workspace-visible right from its properties panel, and share it with specific people through a new Share dialog.
  • Notion contacts — People referenced on Notion pages are now pulled into your People directory as contacts, keeping it in sync with Notion automatically.
  • Ask an expert, fixed — Slack questions routed to human experts no longer show the question twice, and a bug that could cause some expert answers to fail when they included related knowledge suggestions has been fixed.
  • More resilient database connections — The API now recovers automatically from dropped idle database connections instead of crashing, improving uptime.
  • Visual polish — Softer, more neutral glass panel styling and a reworked hint chip in the docs view.

Week of Jul 6 — New navigation, document permissions, and Notion linking

Section titled “Week of Jul 6 — New navigation, document permissions, and Notion linking”

Halyard’s navigation got a top-to-bottom rebuild. The sidebar is gone, replaced by a slim command bar with instant search and a slide-out browse panel, plus quick-access panels for chat and document details. Alongside that, knowledge entries gained real privacy controls, Notion accounts can now be linked for attribution, and Halyard links pasted into Slack show a proper preview.

  • New top command bar — The sidebar has been replaced by a compact bar at the top of the screen with a jump-to-anything search field, a “New” button, your inbox, and your profile menu — freeing up screen space for your documents, and topped with a new Halyard sail logo.
  • Slide-out browse panel — Open a side panel to see your recently viewed documents, the full knowledge tree, and every document type as a one-click filter (e.g. “show me all Decisions”) — without leaving the page you’re on.
  • Quick chat and details panels — Open a chat about the document you’re viewing, or see its properties, in a panel that slides in from the side instead of navigating away from what you’re reading.
  • Refreshed visual style — Panels, popovers, and cards now use a softer, translucent “glass” look, and light mode got a cleaner, more consistent color pass.
  • Document permissions — Knowledge entries can now be set to private, restricted to specific people, shared with the whole workspace, or fully public, so you control exactly who can see what.
  • Halyard links preview in Slack — Paste a link to a Halyard document into Slack and it now unfurls into a rich preview card, the same way Notion links do. If your Slack account isn’t linked yet, you’ll get a private prompt to connect it instead of a broken preview.
  • Link your personal Notion account — Connect your Notion account from Settings so pages and edits you author there get attributed to your Halyard profile.
  • Signed desktop installer & fixes — The macOS desktop app now ships as a properly signed, notarized installer, so opening it no longer trips Apple’s “unidentified developer” warning. Also fixed: checklist items in the document editor rendering broken across multiple lines, and long titles overflowing on mobile.

Per-seat pricing is gone. Halyard is now one flat monthly price per workspace, sized by company headcount — with unlimited human members on every plan and agent usage included.

  • Four workspace bands — Free ($0, up to 10 people), Team ($349/mo, up to 25), Growth ($999/mo, up to 100), and Business (from $2,499/mo, 100–250). Annual billing brings Team to $299/mo and Growth to $849/mo.
  • Unlimited human members — Adding teammates never changes your bill. Bands are a fair-use guide by company size, not a per-seat meter.
  • Agent queries included — Every plan ships with a monthly MCP query quota (2,500 to 500,000 depending on band), visible on the billing page. Quotas are display-only for now — nothing gets cut off.
  • Existing customers grandfathered — If you’re on a per-seat plan today, nothing changes. Your plan is labelled Legacy in billing settings and you can move to a band whenever you like.

Week of Jun 9 — Search quality overhaul & inbox moderation

Section titled “Week of Jun 9 — Search quality overhaul & inbox moderation”

Search gets a serious upgrade. Three search-quality phases shipped in parallel — proper vector indexing, hybrid keyword + semantic, and opt-in query expansion — backed by a real evaluation harness. Inbox got a moderation queue, and the API now deploys with zero downtime.

  • Smarter search — HNSW vector indexing for fast similarity lookups, hybrid keyword + semantic ranking, and opt-in HyDE query expansion (where the LLM hypothesizes an answer to improve retrieval). Searches feel faster and more relevant.
  • Search evaluation harness — A proper eval set lets us measure search quality changes scientifically instead of vibes-checking, so future improvements stick.
  • Inbox moderation queue — AI-generated knowledge now sits in a moderation queue for 24 hours with automatic LLM review before going live. You decide what becomes durable knowledge.
  • Zero-downtime API deploys — Rolling Fly.io deploys mean API updates no longer cause brief outages. The MCP and web app stay responsive through every release.
  • Personal founder welcome email — New signups now get a personal note from the founder instead of a generic template.
  • ClickUp self-healing — A reconciliation backstop and webhook self-heal ensure ClickUp ingestion can’t silently die, even if a webhook gets dropped.

Week of Jun 2 — Editor upgrades & reliability polish

Section titled “Week of Jun 2 — Editor upgrades & reliability polish”

Cleaner editing, safer artifacts, more accurate metrics. The docs editor got a slash menu and image insertion, HTML artifacts moved into a sandbox, and bot accounts are now filtered out of engineering metrics.

  • Sandboxed HTML artifacts — Knowledge entries that render HTML now run in a network-isolated sandbox, so untrusted content can’t reach out to external services or leak data.
  • Light-mode color refresh — All surfaces are now unified on an OKLCH lightness axis, giving the app a cleaner, more consistent feel in light mode.
  • Slash menu in the editor — Type / in any knowledge doc to insert images, callouts, and other block types without reaching for the toolbar.
  • Viewport switcher + page actions menu — The docs viewport switcher collapsed into a dropdown, and every page now has a contextual actions menu for quick operations.
  • Agent provenance stamping — Knowledge entries written by Haly are now tagged with their origin, so you can always see whether a doc came from a human or an agent.
  • Bot accounts excluded from metrics — GitHub PR and activity metrics now ignore bot accounts, so Dependabot and Renovate noise doesn’t skew your team’s throughput numbers.
  • MCP token amnesty — A one-time grace period for old-format MCP refresh tokens means CLI users won’t get unexpectedly logged out after the recent OAuth changes.

Week of May 26 — Haly comes alive: Slack, integrations, and rich docs

Section titled “Week of May 26 — Haly comes alive: Slack, integrations, and rich docs”

The biggest week yet. The chat agent (now named Haly) expanded from a side panel into Slack, three major source integrations landed (ClickUp, Linear, Google Calendar), knowledge entries gained rich HTML/CSV artifacts, and the metrics page gained engineering cycle-time tracking.

  • Haly in Slack — @ mention Haly in any channel or send a DM and get the same agent that’s in the web app, with full access to your knowledge base. Includes assistant-pane “thinking” status and proper threading.
  • Chat side panel + write tools — The in-app chat agent can now create work summaries, update person profiles, upsert companies, and refresh your user profile during conversations, turning chat into durable knowledge.
  • ClickUp integration — OAuth connection, webhook ingestion, and historical backfill. Open tasks now flow into Halyard alongside PRs.
  • Linear integration — Same shape as ClickUp: connect once, get your Linear activity ingested as work events.
  • Google Calendar integration — Calendar events are now ingested as work events, giving a fuller picture of where your team’s time goes.
  • Rich knowledge artifacts — Knowledge entries can now embed HTML and CSV content (charts, tables, custom views) rendered inline without card chrome.
  • Cycle time chart — Metrics page now charts engineering cycle time with a moving-average trendline, alongside PR throughput and open tasks.
  • Kimi K2.6 via AI gateway — Haly switched to Kimi K2.6 through the AI gateway, with date/time awareness and timezone localization built into the system prompt.
  • MCP whoami + find_organizations — New tools so agents can identify themselves and discover which workspaces they have access to.
  • Marketing polish — Font loading optimized for faster page loads, refreshed meta descriptions on key pages, contextual cross-linking between marketing pages.

Week of May 19 — Unified people surface & docs overhaul

Section titled “Week of May 19 — Unified people surface & docs overhaul”

One place for everyone you work with. Users and contacts are now merged into a single People view, and the docs experience got a major restructure — your knowledge base is now front and center when you open the app.

  • People & Companies unified — No more separate Users and Contacts pages. Everyone lives under People with type filters to slice by role, contact, or company.
  • Docs is now home — The root / route lands on your knowledge base, making it the natural starting point. Inbox has been folded in as a lifecycle scope (items needing review vs. published docs).
  • PR metrics chart — A new per-person weekly chart with a mean reference line helps teams track engineering throughput at a glance.
  • Connected agents & CLI settings — See which agents and CLI sessions are connected to your workspace, when they last synced, and manage their access.
  • Admin-only billing & metrics — Billing and workspace metrics are now restricted to admins, keeping the sidebar focused for everyone else.
  • Privacy & security — PII is now scrubbed from error reports, and the privacy policy was refreshed to reflect current data practices.

Week of May 12 — Workspace metrics & attribution

Section titled “Week of May 12 — Workspace metrics & attribution”

See what your team is shipping. The home page now shows real workspace metrics — PRs opened, contributors, weekly trends — powered by a new attribution system that ties GitHub and Slack identities back to Halyard users.

  • Workspace metrics home page — Your dashboard now opens with a live snapshot of team output: PRs merged, contributors active, and weekly trends.
  • GitHub historical backfill — When you install the GitHub App, Halyard imports 90 days of PR history so metrics are useful from day one.
  • Identity attribution rework — A cleaner system for linking GitHub and Slack accounts to Halyard users, making cross-tool metrics reliable.
  • Mobile-friendly layout — The app shell now adapts properly to phone and tablet viewports.

Week of May 5 — GitHub account linking & CLI release

Section titled “Week of May 5 — GitHub account linking & CLI release”

Connect your GitHub identity. You can now link your GitHub account directly from Settings, enabling Halyard to attribute your PRs and commits to your profile automatically.

  • GitHub account linking — Link your GitHub account in Settings to enable automatic PR attribution and richer profile context.
  • Contact & Company migration — Contacts and companies are now first-class knowledge entries, meaning they’re searchable, linkable, and enriched the same way as any other document.
  • Session summarizer — Claude Code sessions are now automatically distilled into knowledge entries, capturing decisions and context for future reference.
  • R&D metrics dashboard — An internal tool for generating engineering velocity reports across any GitHub org.
  • CLI v0.1.2 — Bug fixes for OAuth token refresh and a cleaner login experience.

Week of Apr 28 — Sidebar redesign & developer experience

Section titled “Week of Apr 28 — Sidebar redesign & developer experience”

A cleaner, faster workspace. The sidebar got a full redesign, the app gained a polished loading state, and developer tooling improved with portless support in cloud environments.

  • Flat sidebar — A simplified sidebar with grouped sections, cleaner hierarchy, and settings pinned to the footer. Less chrome, more content.
  • Brand loading animation — A subtle pennant animation replaces the generic spinner while the app boots.
  • Smarter MCP error hints — When a tool call fails, the response now includes actionable hints about what went wrong and how to fix it.
  • Seed docs on signup — New workspaces start with an intro knowledge entry and system principles doc, so new users aren’t staring at a blank page.

Week of Apr 21 — Marketing refresh & background job migration

Section titled “Week of Apr 21 — Marketing refresh & background job migration”

A new face and a new engine. The marketing site was rebuilt with a dark theme and competitor comparison pages, while the entire background job system moved to Trigger.dev for better reliability.

  • Marketing rework — New dark theme, problem-led homepage, and comparison pages against Glean, Obsidian, Guru, Confluence, and others.
  • Trigger.dev migration — All background jobs (embeddings, profile insights, mention resolution, analytics) now run on Trigger.dev. Redis dependency removed entirely.
  • @ mention picker — Type @ in the document editor to search and link to any knowledge entry inline.
  • Login redesign — Simplified login with email OTP support and a split-pane layout featuring the marketing message.
  • Design system rebrand — All UI components now use Halyard’s brand tokens (warm neutrals, sail palette) in one pass. Consistent look across the entire app.
  • Admin dashboard — An internal staff dashboard with usage analytics and MCP coverage metrics.

Week of Apr 14 — Inline mentions & search improvements

Section titled “Week of Apr 14 — Inline mentions & search improvements”

Link knowledge naturally. You can now reference any knowledge entry inline using mentions, and the search experience got noticeably better.

  • Inline mentions — Reference people, docs, and companies with links that render as clickable chips in the editor. Broken references are automatically queued for remediation.
  • Cmd+K search UX — Faster, cleaner command palette with better timestamps and less whitespace noise.
  • Docs sidebar rework — The sidebar switched from a nested tree to a flat file list, making it easier to scan and find what you need.
  • Analytics event tracking — Every knowledge entry operation (view, search, create, update) is now tracked, powering the audit log and usage insights.
  • Contact tools — New MCP tools for upserting contacts and finding people by email, so agents can manage your address book.

Your knowledge base, from the terminal. The first release of the Halyard CLI lets you sync Claude Code session logs into Halyard as searchable knowledge entries — decisions, context, and working notes captured automatically.

  • CLI v0.1.0 — Install via npm, authenticate with your Halyard account, and sync session logs. Decisions made in Claude Code sessions become searchable knowledge.
  • Trusted publishing — The CLI publishes to npm via OIDC trusted publishing, no tokens to manage.
  • Infrastructure foundations — Terraform config for R2 storage and a cleaner project bootstrap process.

No user-facing changes shipped this week. The team was heads-down on the CLI and the upcoming marketing + Trigger.dev work.


Section titled “Week of Mar 24 — Navigation overhaul & smarter search”

A new way to move around. The app switched to a vertical ribbon navigation with contextual sidebars, and the knowledge search became more context-aware.

  • Ribbon navigation — A vertical nav rail replaces the old top bar, with contextual sidebars that change based on where you are (docs, team, settings).
  • Smarter search — Search results now surface the caller’s own profile context, and the tool descriptions better route temporal queries (“what did I do last week?”).
  • API key authentication — HMAC-signed API keys for secure programmatic access.
  • Knowledge usage analytics — Every search and view is now counted per entry, so you can see which knowledge is actually being used.
  • Metadata drawer — A slide-out panel showing entry metadata (author, dates, relations, usage count) with consistent patterns across all views.

Week of Mar 17 — Knowledge editor & profile living docs

Section titled “Week of Mar 17 — Knowledge editor & profile living docs”

Edit knowledge like a real document. The knowledge editor was rebuilt with a proper docs layout, sidebar tree, search, and settings — moving from a simple form to a full editing environment.

  • Docs-style editor — A complete rethink of the knowledge editing experience: tree navigation, integrated search, and inline settings. Feels like a proper docs tool now.
  • Profile living documents — User profiles are now continuously updated documents rather than static snapshots, evolving as new signals arrive.
  • Auto-generated URLs — Every knowledge article gets a clean internal URL automatically, making cross-references and sharing easier.
  • Database cleanup — Deprecated tables removed, timestamps added across all models, and legacy fields stripped out.

Week of Mar 10 — Brand refresh & knowledge graph

Section titled “Week of Mar 10 — Brand refresh & knowledge graph”

A new look and a smarter knowledge system. Halyard got its visual identity (warm neutrals, sail logo, Playfair Display) and the knowledge base gained relationship tracking and topology visualization.

  • Brand refresh — New color palette (warm neutrals), sail logo, and Playfair Display headings. Applied across the web app, marketing site, and all assets.
  • Knowledge graph traversal — Agents can now walk the relationship graph between entries, surfacing connections that aren’t obvious from search alone.
  • Source provenance — Every knowledge entry now tracks where it came from (Slack, CLI, MCP, manual), making it easy to trace information back to its origin.
  • Knowledge ingestion overhaul — Smarter deduplication, automatic classification, and profile enrichment on ingest. Less noise, more signal.
  • Markdown editor — Knowledge entries can now be viewed and edited as proper markdown, with rendering and syntax support.

Week of Mar 3 — Halyard rebrand & pricing simplification

Section titled “Week of Mar 3 — Halyard rebrand & pricing simplification”

A new name and a clearer offer. The product rebranded from Ask Expert to Halyard, with a simplified per-seat pricing model and the foundations for self-serve onboarding.

  • Rebrand to Halyard — New domain (usehalyard.ai), updated tooling to support the transition.
  • Per-seat pricing — Pricing simplified to a straightforward per-seat model, replacing the previous usage-based tiers.
  • Investor pitch page — A password-protected page for sharing the pitch deck with prospective investors.
  • CI/CD pipeline — Automated deploy workflow with database migrations, making shipping reliable from day one.
  • MCP install improvements — System color mode support and sandbox documentation for the MCP server install flow.