37 posts tagged with "Product Newsletter"

Welcome to the SynergyOS Monthly Newsletter for October 2025

Welcome to the SynergyOS Monthly Newsletter for October 2025. This month we’re releasing a major upgrade to the AI Copilot with OpenAI’s new Agents SDK.

---

AI Copilot Chats​

We upgraded SynergyOS Copilot with multi-step planning, tool use, longer context, and smoother streaming. It works inside Chats and respects your organization’s permissions, retention, and audit policies.

What you can do​

• AI chat, saved in your folders
  Start a ChatGPT-style conversation that lives inside any SynergyOS folder. Your team can revisit, continue, and reference it later, just like any other item.
  Use it for: brainstorming, drafting, quick research.
  Tip: reference one or more files to compare; Copilot highlights differences and suggests review points.

• “Summarize this file” and write to the item description
  Copilot reads a file, generates a concise summary, and saves it into the Description field. This boosts discovery because you can filter and search just the description field for faster retrieval. Prompt: “Summarize this PDF and save to Description.”

• Automatic tagging (keywords or controlled taxonomy)
  Copilot proposes tags from content or applies tags from your pre-defined, customer-defined list. Works on single files or in bulk. Prompt: “Tag these docs with relevant topics; use our official taxonomy where possible.”

• Natural-language actions inside Synergy
  Ask for operations and Copilot generates deep links with the right query parameters so you can click and execute. Examples:

  • “Search for NDA and termination within /Clients/Acme.” → Copilot returns a ready-to-open search URL.
  • “Show items tagged renewal-risk in /Legal/2025.” → one-click filtered view.
  • “Create a note titled Q4 legal risks in /Board/Prep with these bullets.”

• Thread summaries and follow-ups
  Summarize long discussions and draft replies in your tone. Prompt: “Summarize this thread for the exec channel and propose next steps.”

• Fact pulls with citations
  Ask questions and Copilot extracts answers from shared files with inline citations back to the sources. Prompt: “From the latest MSA and SOW, what are termination rights? Cite the clauses.”

• Translate and adapt
  Convert messages for different audiences or languages while preserving intent. Prompt: “Rewrite this update for a client-facing tone in Spanish.”

• Turn decisions into tasks or notes
  Capture outcomes directly from chat into tasks or notes in the right folder, with assignees and due dates if you specify them. Prompt: “Create a task Review Acme renewal redlines for Marta due Friday in /Clients/Acme/Renewal.”

Governance and audit​

• Data stays in your SynergyOS server. Copilot conversations and outputs are stored as items in your folders.
• Commit / Audit trail by default. Actions, summaries, tags, and anonymizations are recorded with who, what, and when. It uses the same commit-based system as all user actions.
• Permissions-aware. Copilot can only access and act on what the user is allowed to see.

---

Roadmap​

In November we’re focusing on:

• Copilot: additional functionalities.
• Chats:: improvement and new features.
• Enhanced onboarding: simplified onboarding and invite flows.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for September 2025

Delegated user management, faster streaming downloads, refreshed chats with voice notes and mobile capture, plus a new native PDF viewer for iOS and Android.

---

Chat improvements in desktop and mobile​

A set of upgrades focused on familiarity, speed and mobile capture.

A more familiar design​

Chats now mirror modern messaging apps for quicker scanning and lower cognitive load.

• Modern bubble layout with clearer grouping, timestamps and compact spacing options.
• Avatars and names aligned like WhatsApp or Messages for instant scanability.
• Message actions on hover/tap for Quote ↩, Copy link, and React.
• Optional delivery indicators per conversation, including sending and delivered.
• Markdown-first composer with inline formatting for bold, italics, lists and code.
• Typing indicators to feel more immersed in the conversation.

Voice notes​

Capture quick context with tap-to-record voice notes, waveform playback, and background uploads.

• Press to record, slide to cancel, or lock to record hands-free.
• Inline playback with scrub, duration and waveform animation.
• Automatic upload with progress and background completion on mobile.

Mobile integration with camera, photo gallery and file uploads​

Share photos, videos and files instantly from camera, gallery, or the system Files picker.

• Capture from camera or pick from gallery without leaving the chat.
• Attach files from the system Files app.
• Previews before sending for photos and videos.
• Resilient uploads with visible progress and safe retries on flaky connections.

---

Mobile: new PDF viewer in iOS and Android​

Opening PDFs in mobile is now much faster and smoother.

• iOS: Uses the native Quick Look viewer for crisp rendering and smooth scrolling.
• Android: Uses the latest AndroidX PDF components for efficient paging and zoom.

Developer references for the underlying viewers:

• https://developer.apple.com/documentation/QuickLook
• https://developer.android.com/jetpack/androidx/releases/pdf

---

User Management: delegate user and group management​

Admins can assign the User Management capability to internal users so they can handle routine changes in Directory without contacting an admin.

• Open Directory to manage Users and Groups in one place.
• Admins can grant User Management to selected teammates.
• Delegated users can create, edit, and disable internal users and groups directly.

Admins: How to enable it​

1. Open Directory.
2. Go to Users.
3. Select the users you want and check User Management.

Delegated users: How to use it​

1. Open Directory and choose Users or Groups.
2. Use New, Edit, or Disable to make changes.
3. Review and Save. Updates apply right away.

Use cases

• Faster onboarding for new hires and contractors.
• Keep groups aligned with current teams and projects.
• Immediate access removal during offboarding.

Notes

• Only internal users with User Management will see these controls.
• Admins retain control and can grant or revoke this capability at any time.

Tip: Grant User Management to HR or team leads to keep org changes current without bottlenecks.

---

Download improvements​

Downloads now use native browser APIs and true streaming. When you can select multiple items and click on Download, the ZIP is assembled on the fly and streamed as it is produced, which shortens perceived wait time for large exports. The result:

• Faster start. Multi-file downloads begin immediately. No more waiting while a ZIP is prebuilt on the server.
• Lower friction. Progress, pause, resume and cancel are handled by your browser’s own download manager.
• More reliable at scale. Large, multi-GB folders download steadily without the “one big wait, then everything at once” experience.

---

Roadmap​

In October we plan to work on:

• Chats: many new features coming up.
• Enhanced onboarding: clearer first-run defaults and simplified invite flows.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for August 2025

This month we focused on practical improvements to collaboration and ongoing backend work that strengthens reliability and performance. Highlights below.

---

App redesign​

We consolidated navigation to reduce context switching.

• Chat, Notes, and Tasks are now inside Explorer. You will find a new Views section that surfaces your Recent Chats, Recent Notes, and Recent Tasks in one place.
• This keeps you anchored in the folder structure while you browse or act on related items, without hopping across tabs.

How to use it

1. Open Explorer.
2. In the left pane, expand Views to see Recent Chats, Recent Notes, or Recent Tasks.
3. Select a view to filter the list pane instantly.

---

Customize navigation sidebar​

You can now tailor Explorer to match how you work.

• Click the Sidebar settings button in Explorer.
• Reorder sections by drag and drop.
• Show or hide sections you do not use.
• Choose the default selection when Explorer opens.
• Set which sections are expanded by default.

Tip: Create a lightweight “home” by keeping just a few high-value sections visible and expanded.

---

Activity inside Explorer​

Folder activity is now available where you need it.

• Open any folder in Explorer.
• The default view shows items in that folder.
• Click Activity in the filters toolbar to switch to the recent activity feed for that folder.
• Switch back to Items at any time. No separate tab, no context loss.

Use cases

• Quick audits before sharing a folder.
• Catch up on edits and comments after time away.
• Verify recent changes before sending a link.

---

Documentation at the bare domain​

We consolidated our docs and began expanding learning materials.

• All documentation now lives at: https://synergyos.com/docs/.
• We added a new Tutorials section and are preparing a Quickstart onboarding path so new users can follow a simple set of steps from first login to first value.

Bookmark: https://synergyos.com/docs/tutorials/

---

Backend improvements​

We continued infrastructure work aimed at long-term stability and performance.

• Hardening services and APIs used across apps.
• Improving monitoring, logging, and fault tolerance.
• Internal performance sweeps to reduce latency and smooth peak loads.

These changes are mostly behind the scenes but support faster, more predictable behavior at scale.

---

Roadmap​

Planned for September:

• Ongoing backend upgrades to support future features.
• Enhanced onboarding flows.

If you have feedback, let us know. Your input helps us prioritize what matters most.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for July 2025

This month’s work centered on practical improvements to collaboration and ongoing updates to our backend infrastructure. Below is a summary of what’s new and what we’re working on.

---

Folder Auto-Join Links: Simplifying Access Management​

We introduced Folder Auto-Join Links to make it easier to invite many users to a folder at once:

• Bulk invitations: You can now generate a unique link for any folder, select the type of access (including whether permissions should cascade to subfolders), and specify the user role (Viewer, Editor, etc.).
• Simple onboarding: Share the link with anyone—once they follow it, they’re immediately added to the folder with the designated permissions, removing the need for manual invitations or approvals.

This is particularly useful for onboarding entire teams, granting access to external collaborators, or reorganizing folder permissions during project changes.

Let's see how it works. First, select the folder and click on Share > Folder auto-join link:

Then, select the type of access and role:

Now, copy the link and send to anyone via email or chat:

The recipients can open the link and complete the log-in and acceptance flow to access the folder:

---

Backend Improvements: Infrastructure and Reliability​

Much of July’s work was focused on infrastructure. These improvements are not directly visible to end users but are important for long-term stability and performance:

• Service reliability: We have continued refactoring parts of our backend codebase to make the platform more robust.
• Scalability: Changes have been implemented to handle larger organizations and higher usage without performance degradation.
• Preparation for upcoming features: These upgrades are also necessary groundwork for features on our roadmap, such as expanded sharing and federation.

---

Roadmap​

Planned for August:

• Ongoing backend upgrades to support future features.
• Enhanced onboarding flows.

If you have feedback, let us know. Your input helps us prioritize what matters most.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for June 2025

This month, we rolled out a centralized user system, delivered the first stage of personal accounts, and launched a unified workspace switcher. Major steps toward a more open and connected SynergyOS.

---

Unified Navigation & Repo Switcher​

The new home screen and navigation model are live. Switching between all workspaces and repositories—business or personal—is now seamless.

• Effortless switching: Move between projects, teams, and accounts from a single place, across all platforms.

---

Centralized User & Group Management Now Live​

The new Common Infrastructure for authentication and user management is now fully deployed across all cloud regions. All organizations—SaaS, dedicated, or self-managed—now authenticate via a unified service.

• Instant onboarding: Invite guest users and partners from any SynergyOS deployment. No more duplicate user records.
• Future-ready: This is the backbone for the upcoming Synergy Federated Network, enabling seamless, secure cross-company collaboration.

---

Early Access: Personal Accounts​

Personal account sign-up is now available to select early users. This is the first step toward making SynergyOS accessible beyond organizations.

• Direct sign-up: Anyone can create an account and receive a personal workspace.
• Unified experience: Personal and organizational workspaces are accessible from a single interface.

A broader rollout is planned for the coming months.

---

Roadmap​

In July, we’ll continue refining the shared infrastructure and workspace switching experience. Next on the horizon:

• Expanded access to personal accounts
• Beta of federated invitations between organizations
• Enhanced onboarding flows

We value your feedback and encourage you to share your thoughts on these latest updates. Your insights help us make SynergyOS the best it can be.

Stay tuned for more updates, and thank you for being a part of the SynergyOS community!

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for May 2025

As we move into the summer, our focus is on foundational improvements that will enable new capabilities for all SynergyOS users—business and, soon, personal. Here’s a preview of what’s in progress.

Building the “Common” Infrastructure​

We’re consolidating all user and group authentication into a new, central Common Infrastructure. This is a significant technical milestone:

• Why this matters: It sets the stage for the upcoming Synergy Federated Network, enabling seamless collaboration across SaaS, dedicated, and self-managed deployments.
• How it helps: With a unified authentication system, organizations can connect, invite, and work with users from any other SynergyOS deployment securely—removing silos and paving the way for smarter, cross-company workflows.

Personal Accounts Are Coming​

We’re taking the first steps to support personal users with direct sign-up and automatic workspace creation. In the near future, anyone will be able to use SynergyOS—not just organizations or teams. This shift will make SynergyOS more open, flexible, and relevant for individual professionals.

Streamlining Navigation and Repo Switching​

We’re redesigning the home screen and navigation experience to make managing multiple repositories—whether business or personal—more intuitive. Users will be able to view, access, and switch between all their workspaces from one place.

Preparing All Platforms​

These backend and design changes are being integrated into our mobile app, add-ins, and Synergy Tools to ensure a seamless experience everywhere you use SynergyOS.

Roadmap​

In June, we’ll continue working on these developments. Look for a detailed update, with screenshots and hands-on features—in July.

As always, we’d love to hear your thoughts.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for April 2025

This month we’ve introduced the all-new Explorer and Files apps (replacing the Drive app), released a Directory revamp, added smart tagging to folders to make saving emails and attachments faster, added chat typing indicators, and improved Shared ZIP links.

Introducing Explorer & Files​

Explorer is now the default tab and the heart of SynergyOS. Explorer is the super‑app: it lets you see all your items — files, chats, emails, tasks, and more — organized inside a single, unified folder structure. This is a fundamental difference between SynergyOS and every other platform. By unifying everything in one place, Explorer simplifies your mental model and streamlines how you work.

For those who prefer a classic file manager, we’ve also added the new Files app. Files shows only your files and folders, giving you a focused, traditional file management experience.

In essence, we took Drive and replaced it with both Explorer and Files.

Directory App Revamp​

We’ve completely revamped the Directory App! Companies and contacts inside Directory have been improved for easier management and richer details. You can now also tag folders and items with companies and contacts, making it easier to organize and find related information across SynergyOS.

Email Smart Tagging​

With our new smart tagging integration, when you tag a folder with a company (domains) or contacts, the email app will automatically suggest those locations when saving emails and attachments. This makes it faster and smarter to organize your communications, ensuring emails and files are always saved in the most relevant place with minimal effort.

We’ve also added a new Explorer tab inside the email details pane. This lets you quickly see the contents of the suggested folder and directly drag and drop files there, making it much faster to append files and manage version control right from your email workflow.

Typing Indicators in Chats​

We’ve added typing indicators to chats! Now you’ll see when someone is typing in real time, making conversations feel more immediate and interactive. This small but powerful feature helps you stay in sync with your team and makes chat communication even smoother.

Shared ZIP Links​

We’ve renamed public links to Shared ZIP links and made several backend and design improvements to make sharing files even easier and more reliable. Looking ahead, we plan to introduce more types of shared links to give you even greater flexibility and control over how you share your content.

Roadmap​

In May, we’ll focus on backend improvements and small frontend updates in both web and mobile.

As always, we’d love to hear your thoughts.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for March 2025

This month, we’ve rebuilt our mobile app from the ground up. The new version includes full support for Drive, plus a brand-new Chat tab with real-time messaging and push notifications.

🚀 Mobile App Redesign​

This first release focuses on performance, simplicity, and core functionality on mobile.

Included in this version:

• Chat: DMs and group conversations
• Drive: Full access to your files
• Push notifications
• File and media previews
• Upload from camera, photo library, or local storage

💬 Chat Tab​

The new Chat tab includes everything you need to stay connected on the go:

• DMs and group chats
• Push notifications
• Create, delete, or update chat members
• Chat list shows name, folder path, last message, and unread count
• Upload photos, take pictures, send files
• Preview images and record voice notes directly in chat

📁 Drive Tab​

The Drive tab includes all existing desktop functionality:

• Opens by default in “Recent Items”
• Browse folders just like on web
• Preview Office files, PDFs, images, and more
• Upload files from your device

Roadmap​

In April, we’ll focus on backend improvements to boost performance, and small frontend updates. Based on user feedback, we’ll also decide which tabs to bring next to mobile — we’re currently leaning towards Notes and Tasks.

As always, we’d love to hear your thoughts.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for February 2025

This month, we’re thrilled to announce a major step forward in collaborative communication with our new chat feature, plus a range of task management enhancements that make organizing and editing your tasks easier than ever. We’ve also got a brief look at where we’re headed, including further chat improvements and new mobile apps.

New Chat​

We’ve introduced a chat platform inspired by popular tools such as Slack and Microsoft Teams. However, we’ve added unique organizational features to keep your work tidy and accessible:

• Folder-Based Organization: Each chat is tied to a specific folder, giving you a clear, discoverable structure without clutter.
• Custom Permissions: Limit visibility to only the relevant team members. Currently, you can manage who can view or post in each chat. We’re exploring additional permission options based on user feedback.
• Integration with MS Teams: A built-in “Call” button instantly launches a Microsoft Teams call. We plan on expanding with more integration options in the future.

Tasks Improvements and Chat​

We’ve upgraded the task manager to help you stay on top of your work even more efficiently:

• Preview View: You can now see the folder path of each task in “Preview” mode. This makes it simple to sort tasks by folder, client, or project.
• Simplified Editing: Tasks can be edited directly within the preview view, reducing clicks and saving time.
• Subtasks: Within the task description, you can now add subtasks to break complex goals into manageable steps.

• Dedicated Chat: Each task includes its own built-in chat thread, so you can keep conversation and updates tied to the task itself.

Roadmap​

With Email and Calendar fully deployed, here’s what we’re focusing on next:

• Additional Chat Features: More enhancements and push notifications to keep you in the loop.
• New Mobile App: A complete rebuild of our iOS and Android apps for a better, faster experience on the go.

We’d love to hear your thoughts on these improvements, and we welcome any ideas on what you’d like to see next.

The SynergyOS Team

Welcome to the SynergyOS Monthly Newsletter for January 2025

We are kicking off the new year with exciting news—our Email and Calendar Clients are now fully launched! After months of development, testing, and user feedback, we are thrilled to introduce the finalized versions of these essential productivity tools.

Email and Calendar Now in Full Release​

With the official launch of our Email and Calendar Clients, SynergyOS now provides a fully integrated experience for managing your communication, scheduling, and daily operations—all from a single platform.

Email Client: Full Release Features​

Building on our previous alpha and beta versions, the Email Client is now packed with powerful features to make managing your inbox more seamless and efficient than ever:

• Microsoft 365 Integration: Connect and manage emails from your Microsoft accounts.
• Unified Folder Structure: Store and organize emails alongside your files, tasks, and notes for a truly integrated workflow.
• Files Integration: Save attachments directly to Synergy folders with one click and benefit from Synergy version control system.
• CRM-Linked Emails: Automatically log email interactions under relevant contacts, companies, and projects for a complete overview of your communication history.
• Advanced Search & Filtering: Quickly find emails using metadata, tags, and full-text search across SynergyOS.

Calendar Client: Full Release Features​

The Calendar Client is now a powerful, fully integrated scheduling tool designed to make planning and coordination effortless:

• Microsoft 365 Integration: Connect and manage emails from your Microsoft accounts.
• Shared & Private Calendars: Manage both personal and team schedules in a structured, accessible format.

Both applications are now available to all SynergyOS users, providing a cohesive experience where email and calendar management are tightly integrated with the rest of the platform.

Looking Ahead: What’s Next?​

With Email and Calendar now fully deployed, we’re setting our sights on the next milestones for SynergyOS:

• New chat experience: revamped chat application and notifications.
• Mobile App Enhancements: Improvements to our iOS and Android apps.

As always, your feedback is invaluable. Let us know how these updates are improving your experience and what you’d like to see next!

Thank you for being part of the SynergyOS community, we’re excited for what 2025 has in store!

The SynergyOS Team