Changelog

What's new in Perpetuus

The biggest releases of the AI and WhatsApp CRM: sales copilot, AI agents, campaigns, automations and integrations.

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v2026.10.4

AI sales copilot: ask your CRM and it builds the board for you

  • A new Perpetuus CRM copilot always one shortcut away in a side panel (⌘J): ask about cards, contacts, campaigns and automations and get the answer without leaving the screen you are on.
  • Answers that become interface: instead of a wall of text, the copilot shows boards, card lists, reports with charts, automations, segments, campaigns and contacts as visual cards.
  • Describe your sales process and the AI builds the structure: boards, stages, fields and tags arrive as a change plan you review and approve before applying, with the option to undo later.
  • It understands context: it knows which screen you are on, supports /commands and @board mentions, and you can stop, regenerate or edit any question.
  • Runs on GPT-6.1 Sol, with usage paid through your own AI key or directly on your Perpetuus invoice.
ai copilotai crmboards
v2026.10.3

No billing surprises: plan, power-ups and AI costs on a single screen

  • New Plan and billing screen with your current plan, a side-by-side feature comparison and power-ups of +10,000 automations or contacts, activated instantly with prorated billing.
  • Variable costs made clear: choose between your own AI key (BYOK) or paying for usage on the Perpetuus invoice with a spending limit, and track AI spend for the cycle.
  • Usage and payment alerts, plus a warning before switching to a smaller plan when your usage exceeds its limits.
  • Every WhatsApp channel now has its own page, with tabs for linked boards, configuration, number health, preferences and templates.
  • Settings reorganized into My Organization, Members and Artificial Intelligence, with screens that use the full width of large monitors.
plansbillingchannels
v2026.10.2

Scheduled campaigns with A/B testing: bulk WhatsApp, email and SMS without burning your list

  • Up to 5 audiences (segments) per campaign, with priority and weight: anyone in more than one audience is contacted only once.
  • Send schedule by weekday and time window, daily cap and spaced-out rounds: the campaign releases sends gradually, in your organization's time zone.
  • A/B testing with two message variants, results by audience and variant (sends, WhatsApp replies, email and SMS deliveries, opt-outs) and promotion of the winning variant to everyone still in the queue.
  • List protection: a cool-down period between campaigns for the same contact, and contacts who opted out, have no valid destination or are duplicates are skipped automatically.
  • An execution panel shows how much went out today, how many contacts are still queued, when the next round runs and how many days are left.
campaignsa/b testingwhatsapp
v2026.10.1

Faster WhatsApp team inbox: snooze, prioritize and reply with voice notes

  • An action menu on every conversation: resolve, mark as pending, snooze (for 1 hour, until tomorrow, until next week or until the customer replies), set priority and mark as unread.
  • Drafts kept per conversation and a sound alert for new messages, so your team never leaves a lead waiting.
  • Voice notes recorded in the chat reach the customer in the voice message format WhatsApp accepts, without losing the recording along the way.
  • The chat now displays shared contacts, locations, quoted messages, messages that came from ads and deleted messages.
  • Files received in a conversation can go straight into a card's file field, with attachments up to 20 MB.
whatsappteam inboxconversations
v2026.09.2

LinkedIn Ads leads straight into your pipeline, and the AI steps aside when a rep takes over

  • New LinkedIn Lead Sync integration: leads from ad forms, events and your company page automatically become cards on the right board.
  • One route per LinkedIn form, with question-to-field mapping, a history of received leads and automatic connection renewal.
  • A new automation action pauses a card's AI agent and cancels the follow-ups it had scheduled, ideal for when a sales rep takes over the deal.
  • New WhatsApp Link field: builds the chat link from the contact's phone number and a preset message.
  • People who belong to more than one company on Perpetuus open links from another organization directly in the right workspace, instead of hitting an error page.
linkedinlead captureautomations
v2026.09.1

No Facebook or Instagram lead left behind: Meta Lead Ads now flags forms without a route

  • The Meta Lead Ads integration shows which forms have no route yet and how many leads are waiting to be routed.
  • Create the route from the pending form and the stalled leads are reprocessed into the board automatically.
  • WhatsApp templates warn you before submission to Meta when a variable sits at the start or end of the message, and examples follow every edit: fewer rejected templates.
  • Server-side conversation search by contact name, fast even in large inboxes.
meta lead adswhatsappconversations
v2026.08.2

Integrations under control and forms that power your Meta and Google ads

  • Dedicated permissions per integration, with a read-only mode for people who only need to look.
  • Consistent connection status across every integration and a test send in the email integration before you launch campaigns.
  • Perpetuus forms embedded on your website can fire the Lead event to the Meta Pixel and to Google after submission, feeding ad optimization.
  • Meta ad account selection with search, including Business Manager accounts.
  • New text list field to store multiple values in the same card or form field.
integrationspermissionsforms
v2026.08.1

SMS campaigns and automations with your own provider, plus Omie orders straight from the card

  • SMS channel with your own provider (Zenvia, Pontaltech or GTI) in campaigns, automations and manual sends.
  • SMS with link shortening, opt-out control and delivery status reported by the provider.
  • Omie ERP: send quotes and orders to Omie from the card, with no retyping, and automatic product and customer sync.
  • Smarter message variables, such as using only the contact's first name, with a live preview in the campaign template editor.
smsomiecampaigns
v2026.07.4

Segment- and date-based automations: the right follow-up at the right time

  • Dynamic segment entry and exit triggers: when a contact starts (or stops) matching a segment, the automation starts on its own.
  • Schedule actions relative to a date on the record, such as 3 days before the due date or 1 month after purchase, in your organization's time zone.
  • Send WhatsApp and other messages straight from the contact, without needing a card, choosing the sending channel.
  • New conditions to compare dates and separate older or more recent records.
automationssegmentsfollow-up
v2026.07.3

AI agents with a tailor-made personality: Personality Studio and Script Flow

  • Personality Studio: define your AI agent's tone, identity and rules, with AI suggesting improvements field by field.
  • Script Flow: design the agent's conversation script step by step, from first contact to qualification.
  • More human WhatsApp service: the agent merges several consecutive customer messages into a single reply, pauses itself when someone on your team takes over the conversation and avoids loops with other bots.
  • Ready-made board and automation templates for Customer Success, collections, product requests and a Pre-sales + Sales pipeline.
  • Ask your CRM with a choice of model (GPT-5.6 Terra or Sol) and answers formatted with tables and lists.
ai agentswhatsapptemplates
v2026.07.2

Unified calendar, recurring tasks and Omie ERP integration

  • Unified calendar: meetings from your connected calendar, scheduled campaigns, task deadlines and card due dates in one place, with meeting creation from a free time slot.
  • Tasks with priority, recurrence and an automatic reminder before the due date.
  • Task-triggered automations: when a task is created, updated or completed, send WhatsApp or email, or move the card.
  • Omie ERP integration: connect your company and sync customers and products, with conflict resolution.
  • AI without your own key: usage can be billed on your Perpetuus invoice, with a spending limit.
calendartasksomie
v2026.07.1

VoIP calling inside the CRM and the Meta and Google Conversions API

  • Call leads straight from the browser with Twilio or Telnyx, with call history and recordings saved on the card.
  • Conversions API: send server-side events to Meta (CAPI) and Google Analytics 4 from your automations.
  • Visual filter panel on boards, with quick filters by lead source and conversation status.
  • Official documentation portal at docs.perpetuus.com.br, with user guides and API reference.
voipconversionsads
v2026.06.2

Ask your CRM: an AI chat that queries and updates your pipeline, plus sales dashboards

  • Ask your CRM: an AI chat that queries cards, contacts and conversations and takes actions in your pipeline, asking for confirmation before changing data.
  • Perpetuus MCP server with scoped access tokens: connect MCP-compatible assistants and editors to your boards, stages, fields and tags.
  • Per-board dashboard with funnel, value KPIs, contact trends, filters by owner and tag, and saved view preferences.
  • Email marketing: email campaigns and templates sent through Brevo or your own SMTP.
  • Saved filters and bulk editing of owners and tags in the board list view.
ai crmdashboardsemail marketing
v2026.06.1

AI agents that follow up on their own and Google Meet recordings and transcripts on the card

  • Automatic follow-ups: the AI agent re-engages the lead when they stop replying, in configurable steps, and stops as soon as the customer answers.
  • The agent knows your board: it moves stages and updates fields using your pipeline's real stages and options.
  • Replies that fail because of AI provider instability are retried automatically and can be reprocessed manually.
  • Google Meet on the card: meeting recordings and transcripts synced to the history, plus editing and cancelling meetings with availability checks.
  • Comments with rich text and @mentions that notify your team.
ai agentsfollow-upgoogle meet
v2026.05.2

Google Meet and Calendar built in: schedule meetings straight from the card

  • Connect your Google account and create Google Meet meetings from the card, with the link and event in Google Calendar.
  • AI agents run the actions configured for each step of their script, including triggering CRM automations.
  • Agent knowledge base: attach documents for the AI to consult before replying.
google meetgoogle calendarai agents
v2026.05.1

AI agents on WhatsApp: 24/7 service that qualifies leads and moves cards

  • Agent Builder: create AI agents linked to your WhatsApp channel, with instructions, a conversation script and tools to act in the CRM.
  • Automations can trigger an AI agent at any step of your process.
  • AI control inside the chat: pause and resume the agent on each conversation.
  • WhatsApp number health on the channel screen and a filter for unattended conversations.
  • Install Perpetuus as an app (PWA) on your phone or computer.
ai agentswhatsapp automationchat
v2026.04.2

Contact segmentation and campaigns with real-time metrics

  • Advanced contact filters that become saved segments in one click, and segments that can be duplicated.
  • Bulk editing from a segment and contact imports with progress tracking and a failure report.
  • Kanban with total value and overdue cards at the top of each stage.
  • Campaigns with WhatsApp template metrics and real-time updates.
segmentscontactscampaigns
v2026.04.1

Meta Lead Ads: Facebook and Instagram leads land straight in your pipeline

  • Connect your Facebook pages and instant forms from Facebook and Instagram automatically become cards.
  • One route per form, with field mapping to the destination board and stage.
  • WhatsApp conversation source recorded on the card, with click-to-WhatsApp ad data and UTMs.
meta lead adslead capturewhatsapp