Changelog

Chat history: The Supered Assistant now has the ability to revisit the last 10 chat sessions you had without concerns of losing your progress.

Allows you to:

• Pause a session

• Review a session

• Revisit a session

How to:

• View chat history: Click the clock icon (top right of Supered Assistant) and see a list of your chat history for the last 10 sessions.

• Open previous chat: Select a conversation and pick it back up where you left off.

• Start a new chat:

  • Option 1: When in the chat history, you can click + New.

  • Option 2: At the time of this changelog, you can click the trashcan icon when you’re in the middle of a conversation and want to start a new chat. Rest assured, your conversation is not being deleted and will be automatically stored in the history.

    • Note: In the future, the trashcan will likely turn into a (+) icon to start a new chat.

We have supported MCP for a few weeks now and recently added an instructions page to help you set it up quicker!

Instructions: Visit https://app.supered.io/mcp for instructions on how to use our MCP server

Dynamic client registration: We rely on “dynamic client registration” which is supported by clients such as Claude.

• Manual OAuth: If your MCP client requires manual OAuth creation, reach out to us with the details and we’ll create the OAuth app credentials for you.

You now have the ability to add and use an AI Assistant within your Supered platform!

Update your settings:

• Access: Via the settings page on the ‘Artificial Intelligence’ tab (admin only)

• Selections include: Not enabled (default), Enabled, or Hidden.

• Adjustable: You can always edit your selection later, if needed.

Current capabilities and use cases:

• Rules & Rulesets

  • Browse, search, create, and organize rules that flag or score your CRM records based on field conditions.

• Process Boards

  • Set up and configure process boards that surface records violating your rules.

  • Dig into analytics to see which rules fire most and which owners have the most flagged records.

• Composite Boards

  • Group multiple process boards into a single unified view, and manage which boards are included.

• Action Plans

  • Browse templates, view existing plans, and spin up new plan instances from templates.

• Content & Guides

  • Search your library for documents, guides, and other content.

• CRM Data

  • Explore record types and field metadata for your connected CRM (HubSpot or Salesforce) — useful when building or auditing rules.

• Account Info

  • Check who's logged in, what team you're on, and which CRM connections are active.

You now have more capabilities when it comes to selecting users and groups for a process rule. Previously, you could assign users and groups to a rule and now you can also exclude users and groups, if needed.

Excluded Users & Groups: New audience targeting capability

• Opt out: This allows admins and team members to opt themselves (or entire groups) out of a rule even when they fall within the targeted audience.

• Where it lives: On the rule configuration page within the ‘Audience’ tab, sectioned underneath the existing audience selector.

How it works: Exclusions override audience inclusion

• Applies to: ‘All Users’ and ‘Specific Users & Groups’ audience types

  • Exclusion overrides: No matter how broad or narrow the audience, exclusions take precedence over the included selections.

• Two exclusion types:

  • Individual: Exclude yourself or a specific teammate by name

  • Groups: Exclude a whole group (e.g., Management) in one shot

Why it matters: Solves the “I’m in the group but shouldn’t see this” problem.

• Manager use case: A manager in the Sales Reps group can stay in the group to see what reps see, but exclude themselves (or the management group) so rules targeting reps don't fire in their own HubSpot instance.

• Cleaner experience: Admins and leaders avoid noise from rules that aren't meant for them, without leaving the groups they need to be in.

Previous state: All rules and rulesets were added to a board via the process board itself.

Improved state: Users can now add rules and rulesets to process boards from the rule builder UI instead of jumping into another page.

• When: This can be done when you’re editing or creating a rule.

• Where: You’ll add rules to a board via the ‘Process Board’ tab within the rule builder.

  • Note: You can still add rules the old way (within a board itself), but this option will cut down on time when you already know what board you want to use for a rule.

We have added a new button that allows your cards to now be copied as Markdown with a single click, formatted and ready to paste anywhere.

• AI: Paste a card into Claude or any LLM and it renders cleanly with images included.

• Docs: Drop card content into any Markdown-supported editor without reformatting.

• Quick Sharing: Send card content to your team without needing them to have an account.

  • Images: Load for up to 1 hour via a temporary link

Previous state: You could not adjust the analytics view and have complete focus on just the records within the board.

Improved state: You can now toggle your analytics on and off, as needed.

• Stored memory:

  • The preference is stored on the users machine

  • The preference will be applied to all boards for that user

We have made a few improvements to the ‘Users’ table when you’re managing users in the account settings page.

Updates:

• Date: Added a ‘Date Added’ column to the user table

  • Know when a user has been added to your account

• Sorting: Added sorting by name and date

• Data Export: Added the ability to export the list of users to a .csv file

• Edits: Make edits from this table

  • Edit permission sets

  • Deactivate/active the user

  • Assign/revoke the license of a user