The latest updates on features and improvements.
For more news, follow us on LinkedIn.
AI Project Summary stays up to date automatically. It refreshes every time something changes in the project — no manual updates needed.
You define how the summary should be written by providing your own prompt.
You can also control the format — text or bulleted list — and the length, whether detailed or compact.
Create multiple summary templates for different project types or use cases.
Just add the right template to a project or define it in the project template, and it will automatically start generating an up-to-date summary.
AI Project Summary can be synced to HubSpot, just like any standard property (status, due date, progress).
Turn on sync in your HubSpot integration to keep the project summary always current inside your HubSpot deal.
Just like AI Autofills, this feature comes with a built-in testing tool.
Apply your prompt to existing projects, review the summary, and refine until it’s exactly right.
AI Autofills automatically update project and customer fields using project data as context.
Each Autofill carefully follows a prompt you define and does one of three things: Classify
, Extract
, or Summarize
information from your defined project context.
This keeps fields accurate and up to date automatically. And just like standard fields, these can automatically sync with HubSpot properties.
Use AI Autofills to summarize or classify answers from submitted forms into project or company properties.
You choose which prompt to run, which form to apply it to, and where the results should be saved.
Analyze unstructured answers, extract key details and save them into structured fields — automatically.
Automatically update project and company fields when tasks are closed, progress changes, blockers appear, or deadlines are missed.
Use any project data to extract insights, summarize current status, or capture key details — and save them directly into your defined fields.
AI Autofills come with built-in test functionality, so it’s easy to refine prompts and get the results you need — fast.
Run your prompt on past projects or submitted forms, review the output, and adjust until it works exactly as expected.
Test on real historical projects to make sure everything’s solid before turning it on.
You can now create project-level action items - lightweight, flexible checklists for quick tasks.
They’re great for smaller steps that don’t require a full task. You can keep them internal
or share with customers
, and add assignees or due dates when needed.
Scope’s AI Assistant makes it easy to turn any message in chat into clear, well-defined action items.
It analyzes the message and context to generate relevant action items. Just one click instead of copy-pasting or rewriting.
Share action items with customers on the Customer Portal. It’s a simple way to highlight quick next steps.
Use it to complement the main onboarding plan with lightweight, actionable items that keep momentum moving.
Running onboarding in Slack? You can now display project action items in your Slack channel’s Canvas.
It updates automatically - no need to maintain it manually.
Drop a 📌 emoji on any Slack message, and Scope Assistant will turn it into action items.
They’ll be added to the project automatically - with a confirmation posted right in the thread.
You can now build dynamic forms that adapt based on user responses. Show or hide questions, sections, or messages depending on previous answers.
The redesigned form editor includes a powerful conditions builder that makes it easy to set up any logic you need.
You can now add an Instruction Page to any form — a customizable first screen your customers see before they begin filling it out.
Use rich text to add context, guidance, or helpful resources:
Instruction Pages help you set expectations, explain form logic, or guide users through next steps — all in one place, fully integrated into form experience.
You can now automatically populate company and project properties based on submitted form answers.
Just map form fields to the corresponding properties in Scope, and when a user submits a form, their responses will be saved instantly to the right place.
This unlocks powerful automation for real-world use cases:
You can now add Text Blocks
to your forms — rich text elements that support images, formatting, and dynamic variables.
Use Text Blocks to provide additional context, explanations, or visual cues for specific sections of your form. They can include:
Like any other form element, Text Blocks can be shown or hidden based on user responses using conditional logic.
The Short Answer
field now supports multiple answers. When this option is enabled, users can add as many responses as they need to a single question.
This is useful for collecting flexible inputs like:
Design cleaner, easier-to-read forms with the new Multi-Column Layout
option.
For Checkboxes
and Multiple Choice
fields, you can now choose how options are displayed:
This helps you keep your forms visually organized and faster to fill out — especially when working with longer lists of options.
You can now create Task Templates — reusable task definitions that help you build smarter, more adaptive onboarding workflows.
Whether you're tailoring a plan based on customer questionnaire responses or standardizing recurring tasks, Task Templates make it simple to add the right task at the right moment — without starting from scratch.
Key features include:
Task Templates are designed to work alongside Project Templates, giving you modular control over onboarding — with consistency, efficiency, and scale.
Custom Fields let you structure and organize any data related to your customers and onboarding projects. With full flexibility to create field types and group them as needed, you can adapt Scope to fit your exact process.
Use Custom Fields to capture CRM details, onboarding metadata, and more.
Insert custom field values directly into task descriptions, scheduled emails, notes, and forms. This helps automate content and keeps it consistent across projects.
Choose which fields to show — and in what order — on the main projects dashboard to make important information visible at a glance.
You can now sync custom fields in your Scope projects with HubSpot deal properties — giving you a consistent, automated data flow between both tools.
Set up field-level connections with full flexibility and avoid manual updates between tools:
In addition to the current setup — where each onboarding project can have its own internal and external Slack channels — you can now configure a single Slack channel to receive notifications from multiple onboarding projects.
This gives you more flexibility in how you structure communication:
dedicated channels
for enterprise onboardingssingle Slack channel
for SMB projectsAs always, the integration is bi-directional: team messages sent in Slack will be delivered to the customer through their preferred communication channel.
We care deeply about your customers' experience — and we’re giving you more control over how they receive notifications.
Instead of sending a separate email for every project update, you can now configure grouped notifications
. Updates can be combined into a single email, making communication clearer and less noisy.
Here's how it works:
This gives you a cleaner, more considerate way to keep customers informed — without overwhelming their inbox.
You can now schedule emails to be sent not only to workspace users or customer contacts — but also to any custom email address
.
This gives you more flexibility when coordinating with external stakeholders, partners, or team members outside Scope.
Additionally, you can now include CC
and BCC
recipients in scheduled emails, making it easier to loop in the right people.
You can now see detailed insights for scheduled emails — including whether your customer opened the email, how many times, and from which devices.
This helps you better understand engagement and follow up more effectively when needed.
You’ve asked for it — and now it’s here. You can now preview the customer portal as a specific customer user.
Before sending an invitation or publishing the portal, you can easily check exactly what your customer will see. This helps ensure everything looks right, content is in place, and the experience is smooth — before going live.
When a new onboarding project is created — for example, automatically from a closed deal in your CRM — you’ll now be prompted to assign a project owner
.
The new assignment modal shows key information per teammate, so you can make an informed decision:
This helps distribute workload fairly and keep onboarding running smoothly.
ScopeCX lets you organize work into separate spaces and projects — and now you have even more flexibility.
You can now add onboarding tasks to other task lists or projects, which is especially useful when certain parts of the onboarding process require more detailed tracking. For example, if you're managing a complex task like Data Migration, you can link relevant onboarding tasks into a dedicated migration project with its own structure, views, and assignees.
This allows your team to manage cross-functional work more effectively, without losing context or duplicating tasks.
Need to involve your engineering team in an onboarding task? Easily push tasks to Jira or link them to existing issues.
Do you have engineering tasks as part of your onboarding plan? Simply add them to your onboarding template, specify that they should be automatically pushed to Jira when a new project is created, and let automation handle the rest.